NOT LISTED FOR SALE

99 Oak Tree Rd Bluffton, SC 29910

Colleton River Plantation Neighborhood

Estimated Value: $3,021,000 - $4,207,000

5 Beds
6 Baths
6,847 Sq Ft
$526/Sq Ft Est. Value

About This Home

This home is located at 99 Oak Tree Rd, Bluffton, SC 29910 and is currently estimated at $3,600,787, approximately $525 per square foot. 99 Oak Tree Rd is a home located in Beaufort County with nearby schools including Red Cedar Elementary School, Bluffton Middle School, and Bluffton High School.

Range of Values:

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Value Increase
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Percent Increase
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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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Ownership History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 17, 2024
Sold by
Jerome J Kozak Trust and Gail E Kozak Trust
Bought by
Current Estimated Value
$3,600,787

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,600,000
Outstanding Balance
$1,565,938
Interest Rate
6.94%
Mortgage Type
New Conventional
Estimated Equity
$2,034,849

Purchase Details

Closed on
Apr 3, 2024
Sold by
Mclaren John and Mclaren K
Bought by
Miyamoto Family Trust and Miyamoto

Purchase Details

Closed on
Feb 22, 2018
Sold by
Kozak Jerome J and Kozak Gil E
Bought by
Kozak Jerome J and Jerome J Kozak Trust

Purchase Details

Closed on
Jan 24, 2013
Sold by
Suntrust Bank
Bought by
Kozak Jerome J and Kozak Gail E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$862,500
Interest Rate
2.75%

Purchase Details

Closed on
Oct 15, 2012
Sold by
Welchlin Rene K
Bought by
Suntrust Bank

Purchase Details

Closed on
Jan 9, 2004
Sold by
S L Parker Llc
Bought by
Welchlin Rene K

Purchase Details

Closed on
Oct 16, 2001
Sold by
Parker Stephen L
Bought by
Cremins Bobby

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$660,000
Interest Rate
7.5%

Purchase Details

Closed on
Oct 10, 2001
Sold by
Cremins Bobby
Bought by
Parker Stephen L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$660,000
Interest Rate
7.5%

Purchase Details

Closed on
Sep 12, 2001
Sold by
Byrd K Franklin
Bought by
Byrd K Franklin and The K Franklin Byrd Revocable Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$660,000
Interest Rate
7.5%

Purchase Details

Closed on
Dec 26, 2000
Sold by
Byrd K Franklin and Byrd Joanne
Bought by
Byrd K Franklin
Source: Public Records

Home Values in the Area

Source: Public Records

Average Home Value in this Area

Source: Public Records

Agents Specializing in Colleton River Plantation, SC

  • Charles Sampson Real Estate Agent - Charter One Realty

    Charles Sampson

    Charter One Realty

    (843) 874-6665

    98 Total Sales

    1 in Colleton River Plantation

    $2,750,000 Price

    Charles Sampson
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  • Rachel Bascara Real Estate Agent - The Agency Hilton Head

    Rachel Bascara

    The Agency Hilton Head

    (844) 945-1568

    9 Total Sales

    1 in Colleton River Plantation

    $1,900,000 Price

    Rachel Bascara
     Section Image
  • The Melton Group Real Estate Agent - The Agency Hilton Head

    The Melton Group

    The Agency Hilton Head

    (843) 242-7531

    47 Total Sales

    1 in Colleton River Plantation

    $1,375,000 Price

    The Melton Group
     Section Image
  • Joel Androna Real Estate Agent - Real Broker LLC

    Joel Androna

    Real Broker LLC

    (843) 896-3760

    84 Total Sales

    1 in Colleton River Plantation

    $1,400,000 Price

    Joel Androna
     Section Image
  • Jenny Filkins Real Estate Agent - Dunes Real Estate

    Jenny Filkins

    Dunes Real Estate

    (854) 212-8081

    25 Total Sales

    1 in Colleton River Plantation

    $2,700,000 Price

    Jenny Filkins
     Section Image
  • Beth DeAngelis Real Estate Agent - Keller Williams Realty

    Beth DeAngelis

    Keller Williams Realty

    (843) 929-5760

    171 Total Sales

    1 in Colleton River Plantation

    $385,000 Price

    Beth DeAngelis
     Section Image
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Purchase History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Buyer Sale Price Title Company
$3,250,000 None Listed On Document
Miyamoto Family Trust $600,000 None Listed On Document
Kozak Jerome J -- None Available
Kozak Jerome J $1,000,000 --
Suntrust Bank -- --
Welchlin Rene K $2,500,000 --
Cremins Bobby -- --
Parker Stephen L -- --
Byrd K Franklin -- --
S L Parker Llc $825,000 --
Byrd K Franklin -- --
Byrd K Franklin -- --
Source: Public Records

Mortgage History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Status Borrower Loan Amount
Open $1,600,000
Previous Owner Kozak Jerome J $100,000
Previous Owner Kozak Jerome J $862,500
Previous Owner Welchlin Rene K $1,817,250
Previous Owner Welchlin Rene K $1,630,000
Previous Owner Welchlin Corey T $240,000
Previous Owner S L Parker Llc $2,000,000
Previous Owner S L Parker Llc $660,000
Source: Public Records

Tax History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

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 $48,457 $195,000 $0 $0
2024 $48,457 $117,900 $36,000 $81,900
2023 $6,939 $117,900 $36,000 $81,900
2022 $6,363 $68,736 $12,600 $56,136
2021 $6,295 $68,736 $12,600 $56,136
2020 $6,266 $68,736 $12,600 $56,136
2019 $6,096 $68,736 $12,600 $56,136
2018 $5,951 $48,580 $0 $0
2017 $5,224 $42,240 $0 $0
2016 $5,134 $42,240 $0 $0
2014 -- $63,360 $0 $0
Source: Public Records

Map

South Carolina Beaufort County Bluffton 29910 Colleton River Plantation

99 Oak Tree Rd, Bluffton, SC

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.

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