Seller's Agent in 2022
Jeffrey Capen
Windermere Realty Trust
(503) 888-5191
2 in this area
295 Total Sales
5014 Upper Dr Lake Oswego, OR 97035
Lake Grove NeighborhoodEstimated Value: $1,555,000 - $1,740,000
5
Beds
3
Baths
3,416
Sq Ft
$476/Sq Ft
Est. Value
Highlights
- Custom Home
- View of Trees or Woods
- High Ceiling
- Lake Grove Elementary School Rated A+
- Wood Flooring
- Quartz Countertops
About This Home
As of September 2022Outstanding NW Contemporary w/modern flair. Main flr living w/great rm footprint. LR w/fp + blt-ins. Chef's kit w/gas SS appl, pantry, island + BI dining. 3 main level bedrms one could be office/flex space. Primary ste w/WI closet, soak tub, shower, slider to Juliette balcony. Storage rm, laundry rm, mud rm + 2nd full ba. Great covered deck. Down is 2nd primary ste w/soak tub. Full ba, 5th bedrm + spacious family rm w/slider to covered patio. 2 car garage. Live, Entertain + Relax.
Last Agent to Sell the Property
Windermere Realty Trust License #200308199 Listed on: 07/14/2022
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $13,989
Year Built
- Built in 2019
Lot Details
- 0.44 Acre Lot
- Level Lot
- Landscaped with Trees
- Private Yard
- Garden
Parking
- 2 Car Attached Garage
- Garage Door Opener
- Driveway
- Off-Street Parking
Home Design
- Custom Home
- Contemporary Architecture
- Slab Foundation
- Composition Roof
- Lap Siding
- Stone Siding
Interior Spaces
- 3,416 Sq Ft Home
- 2-Story Property
- High Ceiling
- Gas Fireplace
- Double Pane Windows
- Sliding Doors
- Family Room
- Living Room
- Dining Room
- Views of Woods
- Natural lighting in basement
- Laundry Room
Kitchen
- Convection Oven
- Free-Standing Gas Range
- Range Hood
- Microwave
- Dishwasher
- Stainless Steel Appliances
- Kitchen Island
- Quartz Countertops
- Disposal
Flooring
- Wood
- Wall to Wall Carpet
- Tile
Bedrooms and Bathrooms
- 5 Bedrooms
- Soaking Tub
Eco-Friendly Details
- On Site Stormwater Management
Outdoor Features
- Covered Deck
- Covered Patio or Porch
Schools
- Lake Grove Elementary School
- Lake Oswego Middle School
- Lake Oswego High School
Utilities
- Forced Air Heating and Cooling System
- Heating System Uses Gas
Community Details
- No Home Owners Association
- Lake Grove Subdivision
Listing and Financial Details
- Assessor Parcel Number 00333017
Matterport 3D Tour
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jul 14, 2022
Closed on
Sep 7, 2022
Sold by
Christopher L Marsh Revocable Trust
Bought by
Johnston Amy Linda and Johnston Joseph Timothy
Seller's Agent
Jeffrey Capen
Windermere Realty Trust
Buyer's Agent
Kelly Calabria
Eleete Real Estate
List Price
$1,399,900
Sold Price
$1,365,000
Premium/Discount to List
-$34,900
-2.49%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$259,871
Avg. Annual Appreciation
5.56%
Original Mortgage
$665,000
Outstanding Balance
$634,698
Interest Rate
5.3%
Mortgage Type
New Conventional
Estimated Equity
$990,173
Purchase Details
Closed on
Nov 24, 2020
Sold by
Marsh Chris
Bought by
Marsh Christopher L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$510,400
Interest Rate
2.8%
Mortgage Type
New Conventional
Purchase Details
Closed on
Aug 18, 2020
Sold by
Sumit Development Group Llc
Bought by
Marsh Chris
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$682,500
Interest Rate
4.12%
Mortgage Type
New Conventional
Purchase Details
Closed on
May 18, 2017
Sold by
Portland General Electric Company
Bought by
Summit Development Group Llc
Purchase Details
Closed on
Apr 8, 2016
Sold by
Peterson Jamie L and Carter Jamie L
Bought by
Summit Development Group Llc
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$307,500
Interest Rate
3.57%
Mortgage Type
Construction
Purchase Details
Closed on
Feb 8, 2010
Sold by
Albaugh Elias B and Carter Jamie L
Bought by
Carter Jamie L
Purchase Details
Closed on
Dec 6, 2005
Sold by
Carter Jamie L
Bought by
Albaugh Elias B and Albaugh Jamie L
Purchase Details
Closed on
May 24, 2000
Sold by
Leekley Robert J and Leekley Sheryl K
Bought by
Carter Jamie L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$138,400
Interest Rate
8.18%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Jul 5, 1996
Sold by
Leekley Robert J and Leekley Sheryl K
Bought by
Leekley Robert J and Leekley Sheryl K
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Johnston Amy Linda | $1,365,000 | -- | |
| Marsh Christopher L | -- | Wfg Title | |
| Marsh Chris | $1,050,000 | Wfg Title | |
| Summit Development Group Llc | -- | Accommodation | |
| Summit Development Group Llc | $410,000 | First American | |
| Summit Development Group Llc | $410,000 | First American | |
| Carter Jamie L | -- | None Available | |
| Albaugh Elias B | -- | -- | |
| Carter Jamie L | $154,000 | Pacific Nw Title | |
| Leekley Robert J | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Johnston Amy Linda | $665,000 | |
| Previous Owner | Marsh Christopher L | $510,400 | |
| Previous Owner | Marsh Chris | $682,500 | |
| Previous Owner | Summit Development Group Llc | $307,500 | |
| Previous Owner | Carter Jamie L | $138,400 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 09/08/2022 09/08/22 | Sold | $1,365,000 | -2.5% | $400 / Sq Ft |
| 08/05/2022 08/05/22 | Pending | -- | -- | -- |
| 07/14/2022 07/14/22 | For Sale | $1,399,900 | -- | $410 / Sq Ft |
Source: Regional Multiple Listing Service (RMLS)
Tax History Compared to Growth
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 | $16,521 | $860,304 | -- | -- |
| 2024 | $16,081 | $835,247 | -- | -- |
| 2023 | $16,081 | $810,920 | $0 | $0 |
| 2022 | $15,145 | $787,301 | $0 | $0 |
| 2021 | $13,989 | $764,370 | $0 | $0 |
| 2020 | $13,637 | $742,107 | $0 | $0 |
| 2019 | $1,375 | $74,459 | $0 | $0 |
| 2018 | $1,307 | $72,290 | $0 | $0 |
| 2017 | $576 | $32,077 | $0 | $0 |
| 2016 | $1,821 | $120,209 | $0 | $0 |
| 2015 | $1,753 | $116,708 | $0 | $0 |
| 2014 | $1,729 | $113,309 | $0 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Jeffrey Capen
-
John McClain
J
Seller Co-Listing Agent in 2022
John McClain
Windermere Realty Trust
(360) 931-0160
2 in this area
158 Total Sales
-
Kelly Calabria
Buyer's Agent in 2022
Kelly Calabria
Eleete Real Estate
(503) 806-2972
2 in this area
45 Total Sales
Map
Source: Regional Multiple Listing Service (RMLS)
MLS Number: 22052289
APN: 00333017
Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.
The content relating to real estate for sale on this web site comes in part from the IDX program of the RMLS™ of Portland, Oregon. Real estate listings held by brokerage firms other than Ten-X are marked with the RMLS™ logo, and detailed information about these properties includes the names of the listing brokers. Listing content is copyright © 2025 RMLS™, Portland, Oregon. Some properties which appear for sale on this web site may subsequently have sold or may no longer be available. All information provided is deemed reliable but is not guaranteed and should be independently verified.
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