5014 Upper Dr, Lake Oswego, OR 97035 Property Records

Clackamas County property record for 5014 Upper Dr, Lake Oswego, OR 97035

Property Summary

Property TypeSingle Family Home
Details2 bd · 1 ba · 3,411 sqft · built 2019
Lot Size0.445 acres (19,379 sqft)
Owner2 Company Names on Record
Last Sale$1,365,000 (Sep 2022)
Tax Bill$16,521 (2025)
Deeds & MortgagesSep 2022 Sale & Mortgage
Jan 2021 Transfer
+ 3 more
Flood ZoneZone X (minimal risk)
APN21E18AA00300

Property Details

APN / Parcel Number

Primary APN21E18AA00300
Alternative APN
  • 00333017

Interior

Bedrooms2 Beds
Full Baths1 Bath
Stories1 Story
Building Area3,411 sqft Living Area

Exterior

Year BuiltBuilt 2019
Effective Year BuiltEffective 2019
Exterior MaterialWood Shingle
Roof TypeGable
Roof MaterialComposition Shingle
Lot Area19,379 sqft (0.445 acres)

Utilities, Heating & Cooling

Heating SystemFloor/Wall Furnace

Location & Zoning

Account Number00333017
Street Address5014 UPPER DR
CityLAKE OSWEGO
StateOR
Zip97035-4347
Property CategoryResidential
Property TypeResidential > Single Family > Home
Local Zoning CodeR-7.5
Legal DescriptionPARTITION PLAT 2017-046 PARCEL 1
Legal Range1E
Legal Township2S
Legal Section18
Legal SubdivisionBRYANT ACRES
Legal Block33
Legal Lot Number33
JurisdictionCLACKAMAS OR
Township / Civil DivisionNORTHWEST CLACKAMAS
Census Block Group2
Census Block2005
Census Tract20401

Owner

Source: Clackamas County records, as of May 20, 2026

Owner names and exact recorded amounts shown locked on this page are available instantly with a free trial.

Owner of Record2 Company Names on Record
Mailing Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
OccupancyOwner Occupied
Owner TypeCompany
VestingTrust

Deeds, Mortgages & Sale History

DateDocument
Sep 8, 2022Warranty Deed, Transfer · Conventional Mortgage
PNC BANK NA
Jan 7, 2021Quit Claim Deed, Transfer
NOT AVAILABLE
Nov 25, 2020Intrafamily Transfer, Transfer · Conventional Mortgage
PREMIER MORTGAGE RESOURCES LLC
Aug 20, 2020Warranty Deed, Transfer · Conventional Mortgage
UNITUS COMMUNITY CU
May 3, 2018Grant Deed, Construction Loan · Line of Credit
COMMUNITY FIN'L

Assessor's Deed Record

Deed Names2 Names on Deed
Last SaleSep 8, 2022 · Amount on Record
Deed SaleSep 8, 2022 · Amount on Record
Prior SaleAug 20, 2020 · Amount on Record
Deed Document Number202249189
Prior Transfer DateNov 24, 2020
Prior Transfer Doc0000100121
Record UpdatedSep 20, 2026

September 2022: Warranty Deed, Transfer

Document TypeWarranty Deed
JurisdictionCLACKAMAS OR
Recording DateSep 8, 2022
Property Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
Document Number0000049189
Instrument DateSep 7, 2022
Instrument2022-049189
Transaction TypeTransfer
Record UpdatedSep 14, 2022
Title CompanyWFG TITLE

Transaction

AmountAmount Recorded
DownpaymentDownpayment on Record
Loan-to-Value (LTV)LTV on Record
Tax$0.00
Amount AccuracyFull Amount Stated
Additional
  • Arm's Length
  • Multiple Parcels

Transferred From (Grantor/Seller)

NameVerified Name
Address17367 LAKE HAVEN DR, 17367, LAKE OSWEGO, OR 97035-6576

Transferred To (Grantee/Buyer)

NameVerified Name
RelationshipTenants by the Entirety
Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347

Mortgage

Document Number0000049190
DateSep 8, 2022
Instrument2022-049190
Lender
NamePNC BANK NA
TypeBank
Agreement
TypeConventional Mortgage
AmountAmount Recorded
Term361 Months
DueOct 1, 2052

January 2021: Quit Claim Deed, Transfer

Document TypeQuit Claim Deed
JurisdictionCLACKAMAS OR
Recording DateJan 7, 2021
Property Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
Document Number0000001939
Instrument DateJan 4, 2021
Instrument1939
Transaction TypeTransfer
Record UpdatedJan 15, 2021
Title CompanyNOT AVAILABLE

Transaction

Tax$0.00
Additional
  • Quitclaim

Transferred From (Grantor/Seller)

NameVerified Name

Transferred To (Grantee/Buyer)

NameVerified Name
RelationshipRevocable Trust
Address17367 LAKE HAVEN DR LAKE OSWEGO OR 970356576, LAKE OSWEGO, OR 97035-6576

November 2020: Intrafamily Transfer, Transfer

Document TypeIntrafamily Transfer
JurisdictionCLACKAMAS OR
Recording DateNov 25, 2020
Property Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
Document Number0000100121
Instrument DateNov 24, 2020
Instrument2020-100121
Transaction TypeTransfer
Record UpdatedNov 19, 2021
Title CompanyWFG TITLE

Transaction

Tax$0.00
Amount AccuracyNo Consideration Stated
Additional
  • Intrafamily Transfer

Transferred From (Grantor/Seller)

NameVerified Name

Transferred To (Grantee/Buyer)

NameVerified Name
Address17367 LAKE HAVEN DR, LAKE OSWEGO, OR 97035-6576

Mortgage

Document Number0000100122
DateNov 25, 2020
Instrument2020-100122
Lender
NamePREMIER MORTGAGE RESOURCES LLC
TypeMortgage Company
Agreement
TypeConventional Mortgage
AmountAmount Recorded
Term361 Months
DueDec 1, 2050

August 2020: Warranty Deed, Transfer

Document TypeWarranty Deed
JurisdictionCLACKAMAS OR
Recording DateAug 20, 2020
Property Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
Document Number0000067341
Instrument DateAug 18, 2020
Instrument2020-067341
Transaction TypeTransfer
Record UpdatedNov 19, 2021
Title CompanyWFG TITLE

Transaction

AmountAmount Recorded
DownpaymentDownpayment on Record
Loan-to-Value (LTV)LTV on Record
Tax$0.00
Amount AccuracyFull Amount Stated
Additional
  • Arm's Length

Transferred From (Grantor/Seller)

NameVerified Name

Transferred To (Grantee/Buyer)

NameVerified Name
Address17367 LAKE HAVEN DR, LAKE OSWEGO, OR 97035-6576

Mortgage

Document Number0000067342
DateAug 20, 2020
Instrument2020-067342
Lender
NameUNITUS COMMUNITY CU
TypeCredit Union
Agreement
TypeConventional Mortgage
AmountAmount Recorded
Term361 Months
DueSep 1, 2050
Interest
Rate TypeAdjustable Rate
Rate4.12%
AdjustableAdjustable Rate Rider
Type Change DateSep 1, 2025
Change FrequencyAnnually
Min Rate At Change2.12%
Max Rate At Change6.12%
Index1-Year LIBOR
Margin2
Max Rate9.12%

May 2018: Grant Deed, Construction Loan

Document TypeGrant Deed
JurisdictionCLACKAMAS OR
Recording DateMay 3, 2018
Property Address5014 UPPER DR, LAKE OSWEGO, OR 97035-4347
Instrument DateApr 26, 2018
Instrument27251
Transaction TypeConstruction Loan
Record UpdatedNov 20, 2018
Title CompanyFIRST AMERICAN TITLE, 1ST AMERICAN

Transaction

Tax$0.00
Additional
  • Multiple Parcels

Transferred To (Grantee/Buyer)

NameVerified Name
RelationshipCompany
AddressPO BOX 1606 LAKE OSWEGO OR 970350806, LAKE OSWEGO, OR 97035-0806

Mortgage

Document Number0000027251
DateMay 3, 2018
Instrument27251
Lender
NameCOMMUNITY FIN'L
TypeFunding / Finance Company
Address412 A AVE # 150, LAKE OSWEGO, OR 97034-3075
Agreement
TypeLine of Credit
AmountAmount Recorded
Term12 Months
DueMay 2, 2019
Interest
Rate TypeAdjustable Rate

Tax Assessment & Valuation

Source: Clackamas County assessment roll, as of October 29, 2025

Property Jurisdictions

TypeName
StateOregon
CountyClackamas County
MunicipalityLake Oswego City
Unified School DistrictLake Oswego School District 7J (KG - 12)

Tax Bill & Assessment History

YearTax BillAssessed ValueAssessed Market Value
2025$16,521.00 (+5.85%)$860,304 (+6.09%)$1,668,089 (+3.05%) Land $338,949 Building $1,329,140
2023$15,608.00$810,920$1,618,687 Land $325,427 Building $1,293,260

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 April 12, 2026 · OpenFEMA NFIP redacted claims and policies, as of September 2026

FEMA Flood ZoneZone X
minimal risk
Flood Insurance RequirementNot required
lenders may require it
Community Rating SystemClass 10 (0% premium discount)
Nearby Flood Policies1 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 RiskLow
lower than 99.1% of the US · lower than 99.8% of Oregon
Wildfire LikelihoodUnder 0.01% annual chance
ExposureDirect
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 SystemLAKE GROVE WATER DISTRICT
serves 3,100 people · EPA ID OR4100460
Water SourcePurchased surface water from several systems
Last State InspectionOct 2024
Lead11 ppb (2026)
action level 15 ppb

Violations Reported to EPA

Water QualityNone
last 10 years
Treatment and ProcedureNone
last 10 years
Monitoring and Reporting1
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 338 locations within half a mile, as of December 31, 2025

ProviderMax Down / Up (Mbps)
CenturyLink
Fiber · DSL in parts of the area
2,000 / 1,000
Xfinity
Cable
2,000 / 250
T-Mobile
Fixed Wireless
100 / 20
AT&T
Fixed Wireless
100 / 20

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