2 Heritage Ct, Atherton, CA 94027 Property Records

San Mateo County property record for 2 Heritage Ct, Atherton, CA 94027

Property Summary

Property Type	Single Family Home
Details	7 bd · 4.5 ba · 4,601 sqft · built 1964
Lot Size	0.942 acres (41,030 sqft)
Owner	2 Company Names on File
Last Sale	$5,448,000 (May 2021)
Tax Bill	$67,383 (2025)
Deeds & Mortgages	Jun 2023 Mortgage Jun 2022 Mortgage + 3 more
Flood Zone	Zone X (minimal risk)
APN	`060-172-250`

Property Details

APN / Parcel Number

Primary APN	`060-172-250`

Interior

Bedrooms	7 Beds
Full Baths	4.5 Baths
Half Baths	1 Half Bath
Total Rooms	11 Rooms
Stories	2 Stories
Building Area	4,601 sqft Living Area
1st Floor Area	2,310 sqft
2nd Floor Area	150 sqft
Family Room	Family Room
Fireplaces	1 Fireplace
Fireplace	Fireplace

Exterior

Year Built	Built 1964
Effective Year Built	Effective 1964
Architectural Style	Ranch
Exterior Material	Stucco
Construction Type	Frame
Roof Material	Wood Shingle
Lot Area	41,030 sqft (0.942 acres)
Lot Dimensions	6,784 ft deep x 6,784 ft wide
View / Lot	Corner
Garage Area	706 sqft
Parking Spaces	2 Parking Spaces

Utilities, Heating & Cooling

Cooling System	Central
Heating System	Central
Sewer	Municipal
Water Source	Commercial

Location & Zoning

Street Address	2 HERITAGE CT
City	ATHERTON
State	CA
Zip	94027-2045
Property Category	Residential
Property Type	Residential > Single Family > Home
Local Zoning Code	R1001A
Legal Description	BEING NLY PTN OF LOT 1 HERITAGE OAKS RSM 60/35
Legal Subdivision	HERITAGE OAKS
Legal Lot Number	1
Jurisdiction	SAN MATEO CA
Township / Civil Division	SAN MATEO
Census Block Group	2
Census Block	2000
Census Tract	611500

Owner

Source: San Mateo County records, as of July 15, 2026

Owner names and exact recorded amounts are on file and can be viewed instantly on this page with a free 10-day trial.

Owner of Record	2 Company Names on File
Mailing Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939
Owner Type	Company
Vesting	Trust

Deeds, Mortgages & Sale History

Date	Document
Jun 7, 2023	Deed of Trust, Mortgage · Commercial Mortgage THE LEWIS TRUST
Jun 24, 2022	Deed of Trust, Mortgage · Commercial Mortgage THE LEWIS TRUST
Jun 15, 2022	Correction Deed · Conventional Mortgage EAST WEST BANK
Mar 29, 2022	Grant Deed, Transfer OLD REPUBLIC TITLE COMPANY
May 10, 2021	Grant Deed, Transfer · Commercial Mortgage CONVENTUS LLC

Assessor's Deed Record

Deed Names	2 Names on Deed
Last Sale	May 10, 2021 · Amount on File
Deed Sale	May 10, 2021 · Amount on File
Prior Sale	May 29, 1998
Deed Document Number	202173813
Last Transfer Date	Jun 10, 2022
Transfer Doc	0000048257
Record Updated	Sep 20, 2026

June 2023: Deed of Trust, Mortgage

Document Type	Deed of Trust
Jurisdiction	SAN MATEO CA
Property Address	2 HERITAGE CT, ATHERTON, CA 94027-2045
Transaction Type	Mortgage
Record Updated	Jul 3, 2023

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939

Mortgage

Document Number	0000026859
Date	Jun 7, 2023
Instrument	2023-026859

Lender

Name	THE LEWIS TRUST
Type	Private Party

Agreement

Type	Commercial Mortgage
Amount	Amount on Record

June 2022: Deed of Trust, Mortgage

Document Type	Deed of Trust
Jurisdiction	SAN MATEO CA
Property Address	2 HERITAGE CT, ATHERTON, CA 94027-2045
Transaction Type	Mortgage
Record Updated	Jul 18, 2022
Title Company	OLD REPUBLIC TITLE, OLD REPUBLIC TITLE CO

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939

Mortgage

Document Number	0000050243
Date	Jun 24, 2022
Instrument	2022-050243

Lender

Name	THE LEWIS TRUST
Type	Private Party
Address	2 HERITAGE CT, ATHERTON, CA 94027

Agreement

Type	Commercial Mortgage
Amount	Amount on Record

June 2022: Correction Deed

Document Type	Correction Deed
Jurisdiction	SAN MATEO CA
Recording Date	Jun 15, 2022
Property Address	2 HERITAGE CT, ATHERTON, CA 94027-2045
Document Number	0000048257
Map Reference	MB 60 PG 35
Instrument Date	Jun 10, 2022
Instrument	2022-048257
Record Updated	Jun 7, 2023
Title Company	OLD REPUBLIC TITLE COMPANY

Transaction

Tax	$0.00
Amount Accuracy	Transfer Tax Exempt

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Relationship	Family Trust
Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939

Mortgage

Document Number	0000048258
Date	Jun 15, 2022
Instrument	2022-048258

Lender

Name	EAST WEST BANK
Type	Bank

Agreement

Type	Conventional Mortgage
Amount	Amount on Record
Term	361 Months
Due	Jul 1, 2052

Interest

Rate Type	Adjustable Rate
Rate	3.87%
Type Change Date	Jul 1, 2027
Change Frequency	Annually
Min Rate At Change	3.25%
Max Rate At Change	5.87%
Index	1-Year CMT
Max Rate	9.87%

March 2022: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	SAN MATEO CA
Recording Date	Mar 29, 2022
Property Address	2 HERITAGE CT, ATHERTON, CA 94027-2045
Document Number	0000026790
Map Reference	MB 60 PG 35
Instrument Date	Mar 23, 2022
Instrument	2022-026790
Transaction Type	Transfer
Record Updated	Jun 7, 2023
Title Company	OLD REPUBLIC TITLE COMPANY

Transaction

Tax	$0.00
Amount Accuracy	Transfer Tax Exempt
Additional	Arm's Length

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Relationship	Family Trust
Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939

May 2021: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	SAN MATEO CA
Recording Date	May 10, 2021
Property Address	2 HERITAGE CT, ATHERTON, CA 94027-2045
Document Number	0000073813
Map Reference	MB 60 PG 35
Instrument Date	Apr 27, 2021
Instrument	2021-073813
Transaction Type	Transfer
Record Updated	Jun 2, 2021
Title Company	OLD REPUBLIC TITLE, OLD REPUBLIC TITLE COMPANY

Transaction

Amount	Amount on Record
Downpayment	Downpayment on Record
Loan-to-Value (LTV)	LTV on Record
Tax	$5,992.80
Amount Accuracy	Rounded by County
Additional	Arm's Length

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	1390 SOUTHGATE AVE, DALY CITY, CA 94015-3939

Mortgage

Document Number	0000073814
Date	May 10, 2021
Instrument	2021-073814

Lender

Name	CONVENTUS LLC
Type	Non-Lending Institution

Agreement

Type	Commercial Mortgage
Amount	Amount on Record

Tax Assessment & Valuation

Source: San Mateo County assessment roll, as of July 15, 2026

Property Jurisdictions

Type	Name
State	California
Municipality	Atherton Town
County	San Mateo County
Elementary School District	Menlo Park City Elementary School District (KG - 08)
Secondary School District	Sequoia Union High School District (09 - 12)

Tax Bill & Assessment History

Year	Tax Bill	Assessed Value	Assessed Market Value
2026		$6,015,029 (+2%) Land $5,299,586 Building $715,443
2025	$67,383.00 (+4.84%)	$5,897,088 (+4.04%) Land $5,195,673 Building $701,415
2023	$64,272.00 (+2.43%)	$5,668,099 Land $4,993,920 Building $674,179	$7,279,200
2022	$62,747.00

Assessed value and assessed market value are set for property tax purposes and are not market price estimates.

Flood

Source: FEMA National Flood Hazard Layer, effective September 10, 2026 · OpenFEMA NFIP redacted claims and policies, as of September 2026

FEMA Flood Zone	Zone X minimal risk
Flood Insurance Requirement	Not required lenders may require it
Nearby Flood Policies	4 in force

Values are read at the parcel center point; flood claims are located to the census block group, not this parcel; lenders make the official flood determination.

Wildfire

Source: USDA Forest Service Wildfire Risk to Communities (2nd edition), as of 2024

Wildfire Risk	Low lower than 94% of the US · lower than 96% of California
Wildfire Likelihood	0.01% annual chance
Exposure	Direct burnable vegetation

Values cover an area roughly 900 ft across, not the parcel itself; insurers use their own ratings.

Drinking Water

Source: EPA Safe Drinking Water Information System, as of September 2026

Water System	CALIFORNIA WATER SERVICE - BEAR GULCH private · serves 60,382 people · EPA ID CA4110006
Water Source	Surface water
Last State Inspection	Feb 2025
Lead	4 ppb (2022–2024) action level 15 ppb

Violations Reported to EPA

Water Quality	None last 10 years
Treatment and Procedure	None last 10 years
Monitoring and Reporting	None last 3 years

Results are for the whole water system, not water tested at this address; lead at the tap also depends on the building's own pipes.

Internet Providers

Source: FCC Broadband Data Collection, based on 313 locations within half a mile, as of December 31, 2025

Provider	Max Down / Up (Mbps)
Race Communications Fiber	10,000 / 10,000
AT&T Fiber · Fixed Wireless, DSL in parts of the area	5,000 / 5,000
Xfinity Cable	2,000 / 250
Verizon Fixed Wireless	300 / 20

May also be available: Etheric Networks, GeoLinks, Sonic Telecom, T-Mobile.

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