NOT LISTED FOR SALE

4725 Upper Dr Lake Oswego, OR 97035

Lake Grove Neighborhood

Estimated Value: $1,439,000 - $2,005,000

3 Beds
4 Baths
2,940 Sq Ft
$587/Sq Ft Est. Value

About This Home

This home is located at 4725 Upper Dr, Lake Oswego, OR 97035 and is currently estimated at $1,725,159, approximately $586 per square foot. 4725 Upper Dr is a home located in Clackamas County with nearby schools including Lake Grove Elementary School, Lake Oswego Junior High School, and Lake Oswego Senior High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 11, 2021
Sold by
Perez Sandra V
Bought by
Jolliff Michael J and Jolliff Emily T
Current Estimated Value
$1,725,159

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$128,000
Outstanding Balance
$115,635
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$1,609,524

Purchase Details

Closed on
May 12, 2020
Sold by
Perez Miguel A and Perez Sandra V
Bought by
Perez Sandra V

Purchase Details

Closed on
Jan 24, 2012
Sold by
Perez Sandra V
Bought by
Perez Miguel A and Perez Sandra

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$375,500
Interest Rate
2.37%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 12, 2010
Sold by
Perez Miguel A and Perez Sandra V
Bought by
Perez Sandra

Purchase Details

Closed on
Jul 18, 2008
Sold by
Burge Allen J and Burge Kathryn D
Bought by
Perez Miguel A and Perez Sandra

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$600,000
Interest Rate
6.07%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Sep 10, 1999
Sold by
Mathany James and Mathany Ramona
Bought by
Burge Allen J and Burge Kathryn D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$326,000
Interest Rate
7.37%
Mortgage Type
Construction

Purchase Details

Closed on
Oct 24, 1996
Sold by
Schukart Jack R and Partovi Cyrus
Bought by
Mathany James and Mathany Ramona

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$85,000
Interest Rate
8.3%
Mortgage Type
Seller Take Back

Purchase Details

Closed on
Nov 28, 1995
Sold by
Frazier Othella Maurine and Frazier Murray
Bought by
Groves Jean P
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
Collateral Analytics

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ICE

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First American

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Quantarium

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Average Value
Not Available
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
Jolliff Michael J $1,600,000 Fidelity National Title Of O
Perez Sandra V -- None Available
Perez Miguel A -- Lawyers Title
Perez Sandra -- None Available
Perez Miguel A $775,000 Pacific Northwest Title Of O
Burge Allen J $200,000 Pacific Nw Title
Mathany James $125,000 Fidelity National Title Co
Groves Jean P -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Jolliff Michael J $128,000
Previous Owner Perez Miguel A $375,500
Previous Owner Perez Miguel A $600,000
Previous Owner Burge Allen J $326,000
Previous Owner Mathany James $85,000
Source: Public Records

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 $18,923 $985,348 -- --
2024 $18,418 $956,649 -- --
2023 $18,418 $928,786 $0 $0
2022 $17,347 $901,734 $0 $0
2021 $16,022 $875,470 $0 $0
2020 $15,619 $849,971 $0 $0
2019 $15,235 $825,215 $0 $0
2018 $14,488 $801,180 $0 $0
2017 $13,980 $777,845 $0 $0
2016 $12,727 $755,189 $0 $0
2015 $12,296 $733,193 $0 $0
2014 $11,937 $711,838 $0 $0
Source: Public Records

Map

Oregon Clackamas County Lake Oswego 97035 Lake Grove

4725 Upper Dr, Lake Oswego, OR

Not Listed for Sale

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