NOT LISTED FOR SALE

5225 Milton Rd Carlsbad, CA 92008

Kelly Ranch Neighborhood

Estimated Value: $1,499,000 - $1,690,000

3 Beds
3 Baths
2,100 Sq Ft
$776/Sq Ft Est. Value

About This Home

This home is located at 5225 Milton Rd, Carlsbad, CA 92008 and is currently estimated at $1,630,436, approximately $776 per square foot. 5225 Milton Rd is a home located in San Diego County with nearby schools including Kelly Elementary School, Sage Creek High, and Carlsbad High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 13, 2025
Sold by
Bee Lee Beard Revocable Family Trust and Beard Bee Lee
Bought by
Bee Lee Beard Revocable Family Trust and Beard
Current Estimated Value
$1,630,436

Purchase Details

Closed on
Sep 11, 2008
Sold by
Beard Bee Lee
Bought by
Beard Bee Lee

Purchase Details

Closed on
Apr 19, 2005
Sold by
Swacker Marjorie E
Bought by
Beard Stephen Ray and Beard Bee Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$513,000
Interest Rate
6.02%
Mortgage Type
Unknown

Purchase Details

Closed on
Jan 6, 2000
Sold by
Chapman Jeffrey K and Chapman Stefanie N
Bought by
Swacker Eugene W and Swacker Marjorie T

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$167,740
Interest Rate
7.87%

Purchase Details

Closed on
Apr 15, 1999
Sold by
Bocim Richard T and Bocim Marcia S
Bought by
Chapman Jeffrey K and Chapman Stefanie N

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
6.84%

Purchase Details

Closed on
Mar 9, 1998
Sold by
Shea Homes Ltd Partnership
Bought by
Bocim Richard T and Bocim Barcia S

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$262,000
Interest Rate
7.02%
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

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
Bee Lee Beard Revocable Family Trust -- None Listed On Document
Beard Bee Lee -- None Available
Beard Stephen Ray $723,000 First American Title Ins Co
Swacker Eugene W $400,000 Southland Title
Chapman Jeffrey K $375,000 Chicago Title Co
Bocim Richard T $329,000 Lawyers Title Company
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
Previous Owner Beard Stephen Ray $513,000
Previous Owner Swacker Eugene W $167,740
Previous Owner Chapman Jeffrey K $300,000
Previous Owner Bocim Richard T $262,000
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 $10,937 $1,007,716 $662,055 $345,661
2024 $10,564 $987,958 $649,074 $338,884
2023 $10,511 $968,588 $636,348 $332,240
2022 $10,349 $949,597 $623,871 $325,726
2021 $10,271 $930,979 $611,639 $319,340
2020 $10,202 $921,434 $605,368 $316,066
2019 $9,761 $880,000 $577,000 $303,000
2018 $8,888 $820,000 $538,000 $282,000
2017 $8,267 $760,000 $499,000 $261,000
2016 $7,669 $720,000 $473,000 $247,000
2015 $7,754 $720,000 $473,000 $247,000
2014 $7,294 $675,000 $444,000 $231,000
Source: Public Records

Map

California San Diego County Carlsbad 92008 Kelly Ranch

5225 Milton Rd, Carlsbad, CA

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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