NOT LISTED FOR SALE

2547 Heritage Way Medford, OR 97504

Estimated Value: $495,000 - $515,000

4 Beds
2.5 Baths
2,479 Sq Ft
$204/Sq Ft Est. Value

Last Sold April 27, 2022

Last sale price $489,000 $197 Per Sq Ft

Est. 3% increase in value since last sale

Current estimated payment $3,195/month

1 Day on Market

Highlights

  • Fitness Center
  • Gated Community
  • Clubhouse
  • RV or Boat Storage in Community
  • Craftsman Architecture
  • Deck

About This Home

As of April 2022

Don't Miss out on this Gorgeous home in the Sun Oaks Community that features 3 bd/2 ba living/family rm on main floor + downstairs there is an additional bedroom, bonus/game room and 1/2 bathroom. As you walk into this home notice the beautiful new hardwood floors, family room and living room with a fireplace. The recently remodeled kitchen is the center of the home with plenty of light cabinets, granite counters and backsplash plus a skylight that lets light into the open plan. The spacious covered deck boasts views and privacy while you dine or relax. Stairs lead down to the backyard. The master bedroom is large and has an updated bathroom with double sinks,skylight, newer tiled shower and a walk-in closet. This home has a wonderful floor plan and allows natural light to flow and take advantage of the pools, clubhouse and tennis courts included in your HOA at Sun Oaks

Last Agent to Sell the Property

Ellie George

Home Quest Realty License #200502069 Listed on: 03/15/2022

Last Buyer's Agent

Sherry Kittle

Millen Property Group License #201242302

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,593

Year Built

  • Built in 1989

Lot Details

  • 6,970 Sq Ft Lot
  • Xeriscape Landscape
  • Sloped Lot
  • Property is zoned SFR-4, SFR-4

HOA Fees

  • $134 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway

Home Design

  • Craftsman Architecture
  • Contemporary Architecture
  • Frame Construction
  • Composition Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 2,479 Sq Ft Home
  • 2-Story Property
  • Built-In Features
  • Vaulted Ceiling
  • Ceiling Fan
  • Skylights
  • Vinyl Clad Windows
  • Great Room
  • Family Room
  • Living Room with Fireplace
  • Bonus Room
  • Neighborhood Views
  • Finished Basement
  • Natural lighting in basement
  • Laundry Room

Kitchen

  • Eat-In Kitchen
  • Oven
  • Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bedroom on Main
  • Linen Closet
  • Walk-In Closet
  • Bathtub with Shower

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Outdoor Features

  • Deck

Schools

  • Orchard Hill Elementary School
  • Talent Middle School
  • Phoenix High School

Utilities

  • Forced Air Heating and Cooling System
  • Heat Pump System

Listing and Financial Details

  • Tax Lot 12000
  • Assessor Parcel Number 1-0595200

Community Details

Overview

  • Sun Oaks Subdivision, Phase 1 Subdivision
  • On-Site Maintenance
  • Maintained Community
  • The community has rules related to covenants, conditions, and restrictions, covenants

Recreation

  • RV or Boat Storage in Community
  • Tennis Courts
  • Pickleball Courts
  • Sport Court
  • Fitness Center
  • Community Pool

Additional Features

  • Clubhouse
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,593

Year Built

Built in 1989

Lot Details

0

HOA Fees

$134 per month

Parking

2

Listing Details

  • Architectural Style: Contemporary, Craftsman
  • Directions: From Barnett, turn right onto Black Oak. Sun Oaks is on the right
  • Garage Yn: Yes
  • Unit Levels: Two
  • Lot Size Acres: 0.16
  • Prop. Type: Residential
  • New Construction: No
  • Property Sub Type: Single Family Residence
  • Road Surface Type: Paved
  • Subdivision Name: Sun Oaks Subdivision, Phase 1
  • Year Built: 1989
  • Co List Office Phone: 541-774-5503
  • Outside Inclusions: r/o, dw
  • MLS Status: Closed
  • General Property Information Elementary School: Orchard Hill Elem
  • General Property Information Middle Or Junior School: Talent Middle
  • General Property Information High School: Phoenix High
  • General Property Information:Zoning2: SFR-4
  • General Property Information Senior Community YN: No
  • General Property Information Horse Property YN: No
  • General Property Information Audio Surveillance on Premises YN: No
  • Road Surface Type:Paved: Yes
  • View Neighborhood: Yes
  • Sewer:Public Sewer: Yes
  • Water Source:Public: Yes
  • Documents CCRs: Yes
  • Documents HOA Documents: Yes
  • Location Tax and Legal:Tax Lot: 12000
  • General Property Information:Bathrooms Half: 1
  • General Property Information Accessory Dwelling Unit YN: No
  • General Property Information New Construction YN: No
  • Appliances Refrigerators: Yes
  • Appliances Microwave: Yes
  • Common Walls:No Common Walls: Yes
  • Flooring:Tile: Yes
  • Security Features:Carbon Monoxide Detector(s): Yes
  • Security Features:Smoke Detector(s): Yes
  • Rooms:Kitchen: Yes
  • Rooms:Laundry: Yes
  • Rooms:Living Room2: Yes
  • Flooring:Hardwood: Yes
  • Cooling:Central Air: Yes
  • Flooring:Carpet: Yes
  • Levels:Two: Yes
  • Roof:Composition: Yes
  • Architectural Style:Contemporary: Yes
  • Foundation Details Concrete Perimeter: Yes
  • Rooms Eating Area: Yes
  • Rooms:Great Room2: Yes
  • Architectural Style Craftsman: Yes
  • Association Amenities Pickleball Court(s): Yes
  • Community Features Pickleball Court(s)2: Yes
  • Community Features Sport Court: Yes
  • Lot Features Xeriscape Landscape: Yes
  • Special Features: None

Interior Features

  • Appliances: Cooktop, Dishwasher, Disposal, Microwave, Oven, Range, Refrigerator
  • Has Basement: Daylight, Finished
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Fireplace Features: Living Room
  • Flooring: Carpet, Hardwood, Tile
  • Interior Amenities: Built-in Features, Ceiling Fan(s), Granite Counters, Kitchen Island, Linen Closet, Pantry, Primary Downstairs, Shower/Tub Combo, Vaulted Ceiling(s), Walk-In Closet(s)
  • Window Features: Skylight(s), Vinyl Frames
  • Fireplace: Yes
  • ResoLivingAreaSource: Assessor
  • Appliances Dishwasher: Yes
  • Appliances Range: Yes
  • Interior Features:Primary Downstairs: Yes
  • Other Rooms:Bonus Room: Yes
  • Appliances:Oven: Yes
  • Fireplace Features:Living Room: Yes
  • Interior Features:Kitchen Island: Yes
  • Interior Features:Pantry: Yes
  • Interior Features ShowerTub Combo: Yes
  • Interior Features:Ceiling Fans: Yes
  • Interior Features:Walk-In Closet(s): Yes
  • Other Rooms:Family Room2: Yes
  • Community Features:Tennis Court(s)2: Yes
  • Appliances:Cooktop: Yes
  • Interior Features:Built-in Features: Yes
  • Interior Features:Granite Counters: Yes
  • Interior Features Linen Closet: Yes
  • Interior Features:Vaulted Ceiling(s): Yes
  • Basement:Daylight: Yes
  • Basement Finished: Yes

Exterior Features

  • Common Walls: No Common Walls
  • Construction Type: Frame
  • Exterior Features: Deck
  • Foundation Details: Concrete Perimeter
  • Lot Features: Landscaped, Sloped, Xeriscape Landscape
  • Roof: Composition
  • View: Neighborhood
  • Horse: No
  • Window Features:Vinyl Frames: Yes
  • Exterior Features:Deck: Yes
  • Construction Materials:Frame: Yes
  • Lot Features:Landscaped: Yes
  • Lot Features:Sloped: Yes
  • Window Features:Skylight(s): Yes

Garage/Parking

  • Garage Spaces: 2.0
  • Parking Features: Attached, Driveway, Garage Door Opener
  • Attached Garage: Yes
  • General Property Information:Garage YN: Yes
  • General Property Information:Garage Spaces: 2.0
  • Parking Features:Attached: Yes
  • Parking Features:Driveway: Yes
  • Parking Features:Garage Door Opener: Yes

Utilities

  • Cooling: Central Air, Heat Pump
  • Heating: Electric, Forced Air
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • HeatingYN: Yes
  • Heating:Forced Air: Yes
  • HeatingCooling:Heat Pump: Yes
  • Heating:Electric2: Yes

Condo/Co-op/Association

  • Amenities: Clubhouse, Fitness Center, Gated, Landscaping, Pickleball Court(s), Pool, RV/Boat Storage, Sport Court, Tennis Court(s)
  • Association Fee: 134.06
  • Association Fee Frequency: Monthly
  • Association: Yes
  • Community Features: Pickleball Court(s), Sport Court, Tennis Court(s)
  • Senior Community: No

Association/Amenities

  • General Property Information:Association YN: Yes
  • General Property Information:Association Fee: 134.06
  • General Property Information:Association Fee Frequency: Monthly
  • Association Amenities:Gated: Yes
  • Association Amenities:Landscaping: Yes
  • Association Amenities:Clubhouse: Yes
  • Association Amenities:Fitness Center: Yes
  • Association Amenities:Pool: Yes
  • Association Amenities:RVBoat Storage: Yes
  • Association Amenities:Sport Court2: Yes
  • Association Amenities:Tennis Courts: Yes

Schools

  • Elementary School: Orchard Hill Elem
  • High School: Phoenix High
  • Middle Or Junior School: Talent Middle

Lot Info

  • Additional Parcels: No
  • Lot Size Sq Ft: 6969.6
  • Parcel #: 1-0595200
  • Irrigation Water Rights: No
  • ResoLotSizeUnits: Acres
  • Zoning Description: SFR-4
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Annual Amount: 4592.87
  • Tax Lot: 12000
  • Tax Year: 2021

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 4, 2021
Closed on
Sep 28, 2021
Sold by
Hahne Bruce D and Hahne Jeanne M
Bought by
Williams Christopher
Seller's Agent
Danna Gibson
John L. Scott Ashland
Buyer's Agent
Ellie George
Home Quest Realty
List Price
$450,000
Sold Price
$450,000
Current Estimated Value
$505,389

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$55,389
Avg. Annual Appreciation
2.89%
Original Mortgage
$427,500
Outstanding Balance
$389,840
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$115,549

Purchase Details

Listed on
Oct 10, 2016
Closed on
Dec 12, 2016
Sold by
Lee Roderick Stephanie Lee and Lee Roderick Sheldon
Bought by
Hahne Bruce D and Hahne Jeanne M
Seller's Agent
Jake Jakabosky
RE/MAX Integrity
Buyer's Agent
Danna Gibson
John L. Scott Ashland
List Price
$344,900
Sold Price
$325,000
Premium/Discount to List
-$19,900
-5.77%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.08%
Original Mortgage
$260,000
Interest Rate
2.87%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Jul 8, 2015
Sold by
Roderick Stephanie Lee
Bought by
Roderick Stephanie Lee and Roderick Sheldon Lee

Purchase Details

Closed on
May 23, 2014
Sold by
Switzer Steven and Harker Lee C
Bought by
Roderick Stephanie Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$235,000
Interest Rate
4.23%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 9, 2010
Sold by
Switzer Steven P and Switzer James T
Bought by
Switzer Steven and Harker Lee C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$183,750
Interest Rate
5.03%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 6, 2009
Sold by
Switzer Steven P
Bought by
Switzer Steven P and Switzer James T
Source: Public Records

Range of Values:

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Average Value
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List Price
Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Williams Christopher $450,000 First American
Hahne Bruce D $325,000 First American
Roderick Stephanie Lee -- Accommodation
Roderick Stephanie Lee $235,000 First American
Switzer Steven $165,010 Ticor Title
Switzer Steven P -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Williams Christopher $427,500
Previous Owner Hahne Bruce D $260,000
Previous Owner Roderick Stephanie Lee $235,000
Previous Owner Switzer Steven $183,750
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
04/27/2022 04/27/22 Sold $489,000 0.0% $197 / Sq Ft
03/16/2022 03/16/22 Pending -- -- --
03/15/2022 03/15/22 For Sale $489,000 +8.7% $197 / Sq Ft
09/30/2021 09/30/21 Sold $450,000 0.0% $182 / Sq Ft View Prior Sale
08/09/2021 08/09/21 Pending -- -- --
08/04/2021 08/04/21 For Sale $450,000 +38.5% $182 / Sq Ft
12/28/2016 12/28/16 Sold $325,000 -5.8% $177 / Sq Ft View Prior Sale
10/29/2016 10/29/16 Pending -- -- --
10/10/2016 10/10/16 For Sale $344,900 -- $188 / Sq Ft
Source: Oregon Datashare

Tax History Compared to Growth

Source: Public Records

Tax History

Year Tax Paid Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. Land Improvement
2025 $4,987 $343,180 $81,760 $261,420
2024 $4,987 $333,190 $79,380 $253,810
2023 $4,830 $323,490 $77,070 $246,420
2022 $4,703 $323,490 $77,070 $246,420
2021 $4,593 $314,070 $74,830 $239,240
2020 $4,462 $304,930 $72,650 $232,280
2019 $4,346 $287,430 $68,480 $218,950
2018 $4,219 $279,060 $66,490 $212,570
2017 $3,976 $279,060 $66,490 $212,570
2016 $3,983 $263,050 $62,670 $200,380
2015 $3,743 $246,210 $107,270 $138,940
2014 $3,693 $250,050 $106,180 $143,870
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Oregon Datashare

MLS Number: 220141158

Oregon Datashare

APN: 10595200