NOT LISTED FOR SALE

2677 Heritage Way Medford, OR 97504

Estimated Value: $316,803 - $355,000

2 Beds
2 Baths
1,335 Sq Ft
$251/Sq Ft Est. Value

Last Sold November 12, 2014

Last sale price $183,750 $138 Per Sq Ft

Est. 83% increase in value since last sale

Current estimated payment $2,350/month

29 Days on Market

Highlights

  • Outdoor Pool
  • Deck
  • 2 Car Attached Garage
  • City View
  • Contemporary Architecture
  • Cooling Available

About This Home

As of November 2014

Hard to find & full of upgrades! This 2 bed/2 full bath SINGLE LEVEL townhome located in gated Sun Oaks Community is gorgeous & move-in ready! The home boasts all new S/S appliances (oven/range, built-in microwave, dishwasher, refrigerator), new kitchen sink & faucet, new kitchen countertops, new carpet, & all new interior paint. The home features a lg living rm w/ cathedral ceilings, a rocked fireplace w/mantel, a lovely deck off living rm, & an entry patio perfect for that morning cup of coffee. Off the kitchen is an eating nook & utility room w/ an abundance of cabinets. The master bedroom has 2 spacious closets, a nice light & bright bathroom, & a sliding door that exits onto a separate private deck. The roof replacement in 1996, garage roof in 2006, heat pump in 2009, new ducting in 2011, water heater in 2001, garage door in 2002 & exterior paint in 2012. The community has 2 clubhouses, swimming pool, newly re-done tennis courts, & lots of community activities. Don't miss this!

Last Agent to Sell the Property

Sheri Sonnen

RE/MAX Platinum License #201206163 Listed on: 09/02/2014

RE/MAX Platinum

Last Buyer's Agent

Jo Heim

John L. Scott Medford License #200110214

John L. Scott Medford

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,489

Year Built

  • Built in 1978

Lot Details

  • 3,049 Sq Ft Lot
  • Sloped Lot
  • Property is zoned SFR-4, SFR-4

HOA Fees

  • $266 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Driveway

Property Views

  • City
  • Mountain

Home Design

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

Interior Spaces

  • 1,335 Sq Ft Home
  • 1-Story Property

Kitchen

  • Oven
  • Range
  • Microwave
  • Dishwasher
  • Disposal

Flooring

  • Carpet
  • Laminate
  • Vinyl

Bedrooms and Bathrooms

  • 2 Bedrooms
  • 2 Full Bathrooms

Home Security

  • Security System Owned
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Outdoor Features

  • Outdoor Pool
  • Deck
  • Patio

Schools

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

Utilities

  • Cooling Available
  • Forced Air Heating System
  • Heating System Uses Wood
  • Heat Pump System
  • Water Heater

Listing and Financial Details

  • Exclusions: w/d neg. patio furniture & potted plant
  • Assessor Parcel Number 10586690

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,489

Year Built

Built in 1978

Lot Details

0

HOA Fees

$266 per month

Parking

2

Listing Details

  • Architectural Style: Contemporary
  • Directions: E on Barnett Rd. Right on Black Oak, right on Sun Oaks Drive, left on Centennial, left on Heritage & drive to end. (2nd home from end.)
  • Garage Yn: Yes
  • Unit Levels: One
  • Lot Size Acres: 0.07
  • Prop. Type: Residential
  • Property Sub Type: Single Family Residence
  • Road Frontage Type: Private Access
  • Road Surface Type: Paved
  • Year Built: 1978
  • Co List Office Phone: 541-773-6868
  • Outside Inclusions: fridge, o/r, micro, d/w, garbage disp,
  • 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
  • Road Surface Type:Paved: Yes
  • Sewer:Public Sewer: Yes
  • Water Source:Public: Yes
  • Appliances Refrigerators: Yes
  • Appliances Microwave: Yes
  • Flooring Laminate: Yes
  • Levels:One: Yes
  • Security Features:Carbon Monoxide Detector(s): Yes
  • Security Features:Smoke Detector(s): Yes
  • Flooring:Vinyl: Yes
  • View:Mountain(s): Yes
  • Flooring:Carpet: Yes
  • Roof:Composition: Yes
  • Architectural Style:Contemporary: Yes
  • Foundation Details Concrete Perimeter: Yes
  • View:City3: Yes
  • Security Features:Security System Owned: Yes
  • Special Features: None

Interior Features

  • Appliances: Dishwasher, Disposal, Microwave, Oven, Range, Refrigerator, Water Heater
  • Full Bathrooms: 2
  • Total Bedrooms: 2
  • Flooring: Carpet, Laminate, Vinyl
  • Interior Amenities: Primary Downstairs
  • ResoLivingAreaSource: Assessor
  • Appliances Dishwasher: Yes
  • Appliances Range: Yes
  • Interior Features:Primary Downstairs: Yes
  • Appliances:Oven: Yes

Exterior Features

  • Construction Type: Frame
  • Exterior Features: Deck, Patio, Pool
  • Foundation Details: Concrete Perimeter
  • Lot Features: Sloped
  • Roof: Composition
  • View: City, Mountain(s)
  • Exclusions: w/d neg. patio furniture & potted plant
  • Exterior Features:Deck: Yes
  • Construction Materials:Frame: Yes
  • Lot Features:Sloped: Yes
  • Exterior Features:Patio: Yes
  • Exterior Features:Pool2: Yes

Garage/Parking

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

Utilities

  • Cooling: Heat Pump
  • Heating: Electric, Forced Air, Heat Pump, Wood
  • Security: Carbon Monoxide Detector(s), Security System Owned, Smoke Detector(s), Other
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • HeatingYN: Yes
  • Water Heater: Yes
  • Heating:Forced Air: Yes
  • Heating:Wood: Yes
  • HeatingCooling:Heat Pump: Yes
  • Heating:Electric2: Yes
  • Heating:Heat Pump2: Yes

Condo/Co-op/Association

  • Association Fee: 266.0
  • Association Fee Frequency: Monthly
  • Association: Yes

Association/Amenities

  • General Property Information:Association YN: Yes
  • General Property Information:Association Fee: 266.0
  • General Property Information:Association Fee Frequency: Monthly

Schools

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

Lot Info

  • Lot Size Sq Ft: 3049.2
  • Parcel #: 10586690
  • Irrigation Water Rights: No
  • ResoLotSizeUnits: Acres
  • Zoning Description: SFR-4
  • ResoLotSizeUnits: Acres

Tax Info

  • Tax Annual Amount: 2488.78
  • Tax Year: 2013

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 5, 2020
Sold by
Lowenberg Carol A
Bought by
Carol A Lowenberg Revocable Living Trust
Current Estimated Value
$335,451

Purchase Details

Listed on
Sep 2, 2014
Closed on
Oct 31, 2014
Sold by
Lentz Judy E
Bought by
Lowenberg Carol A
Seller's Agent
Sheri Sonnen
RE/MAX Platinum
Buyer's Agent
Jo Heim
John L. Scott Medford
List Price
$202,000
Sold Price
$183,750
Premium/Discount to List
-$18,250
-9.03%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.64%

Purchase Details

Listed on
Aug 5, 2013
Closed on
Sep 16, 2013
Sold by
Kaufman Marilyn M and Bendickson Nancy K
Bought by
Lentz Judy E
Seller's Agent
Jerry Ehlers
John L. Scott Medford
Buyer's Agent
Sheri Sonnen
RE/MAX Platinum
List Price
$172,900
Sold Price
$171,000
Premium/Discount to List
-$1,900
-1.1%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.45%
Original Mortgage
$117,500
Interest Rate
4.36%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 27, 2007
Sold by
Russell Iola Dale
Bought by
Russell Iola Dale and The Iola Dale Russell Revocable Trust
Source: Public Records

Range of Values:

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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
Carol A Lowenberg Revocable Living Trust -- None Available
Lowenberg Carol A $183,750 First American
Lentz Judy E $171,000 Ticor Title
Russell Iola Dale -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Lentz Judy E $117,500
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
11/12/2014 11/12/14 Sold $183,750 -9.0% $138 / Sq Ft
10/01/2014 10/01/14 Pending -- -- --
09/02/2014 09/02/14 For Sale $202,000 +18.1% $151 / Sq Ft
09/17/2013 09/17/13 Sold $171,000 -1.1% $128 / Sq Ft
08/11/2013 08/11/13 Pending -- -- --
08/05/2013 08/05/13 For Sale $172,900 -- $130 / 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 $3,089 $238,840 $87,100 $151,740
2024 $3,089 $231,890 $84,560 $147,330
2023 $2,991 $225,140 $82,100 $143,040
2022 $2,913 $225,140 $82,100 $143,040
2021 $3,197 $218,590 $79,710 $138,880
2020 $3,106 $212,230 $77,380 $134,850
2019 $3,025 $200,050 $72,950 $127,100
2018 $2,937 $187,740 $68,980 $118,760
2017 $2,752 $187,740 $68,980 $118,760
2016 $2,615 $173,560 $63,290 $110,270
2015 $2,731 $181,180 $101,150 $80,030
2014 $2,648 $178,390 $73,950 $104,440
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Oregon Datashare

MLS Number: 102950126

Oregon Datashare

APN: 10586690