Tax Account 1318-09-811-013

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Owners

WHEELER TRUST 2023
1775 MONTEREY HWY #40B
SAN JOSE, CA 95112

WHEELER, TIMOTHY TTEE

Account Summary

Account ID	1318-09-811-013
Account Type	Real Estate
Location	638 LAKEVIEW DR ZEPHYR HEIGHTS GID
Balance	$927.29
Currently Due	$0.00

Account ID

1318-09-811-013

Account Type

Real Estate

Location

638 LAKEVIEW DR
ZEPHYR HEIGHTS GID

Balance

$927.29

Currently Due

$0.00

Current Year

Description	2024/2025 REAL ESTATE TAXES
Original	$3,709.55
Total	$3,709.55
Paid	$2,782.26
Balance	$927.29
Due	$0.00
Ad Valorem Tax Rate	3.1409
Tax District	170 (ZEPHYR HEIGHTS GID)
Tax Cap	100% High 8.0%

Description

2024/2025 REAL ESTATE TAXES

Original

$3,709.55

Total

$3,709.55

Paid

$2,782.26

Balance

$927.29

Due

$0.00

Ad Valorem Tax Rate

3.1409

Tax District

170 (ZEPHYR HEIGHTS GID)

Tax Cap

100% High 8.0%

Installments

#	Due Date	Penalty Date	Status	Original Total	Penalty	Total	Paid	Total Due
1	08/19/2024	08/29/2024	Paid	$927.68	$0.00	$927.68	$927.68	$0.00
2	10/07/2024	10/17/2024	Paid	$927.29	$0.00	$927.29	$927.29	$0.00
3	01/06/2025	01/16/2025	Paid	$927.29	$0.00	$927.29	$927.29	$0.00
4	03/03/2025	03/13/2025	Due	$927.29	$0.00	$927.29	$0.00	$927.29

Past Years

Description	Original	Penalty	Paid	Balance	Due	Tax Rate	Tax District
2023/2024 REAL ESTATE TAXES	$3,437.36	$0.00	$3,437.36	$0.00	$0.00	3.1409	170
2022/2023 REAL ESTATE TAXES	$3,179.14	$0.00	$3,179.14	$0.00	$0.00	3.1409	170
2021/2022 REAL ESTATE TAXES	$3,565.63	$0.00	$3,565.63	$0.00	$0.00	3.1409	170
2020/2021 REAL ESTATE TAXES	$2,846.21	$0.00	$2,846.21	$0.00	$0.00	3.1409	170
2019/2020 REAL ESTATE TAXES	$2,744.35	$0.00	$2,744.35	$0.00	$0.00	3.1409	170
2018/2019 REAL ESTATE TAXES	$2,618.72	$0.00	$2,618.72	$0.00	$0.00	3.1409	170
2017/2018 REAL ESTATE TAXES	$2,515.80	$0.00	$2,515.80	$0.00	$0.00	3.1409	170
2016/2017 REAL ESTATE TAXES	$2,453.09	$0.00	$2,453.09	$0.00	$0.00	3.1409	170
2015/2016 REAL ESTATE TAXES	$2,446.97	$0.00	$2,446.97	$0.00	$0.00	3.1409	170
2014/2015 REAL ESTATE TAXES	$2,371.21	$0.00	$2,371.21	$0.00	$0.00	3.1409	170

Special Assessments and Other Fees

Year	Code	Description	Amount	Paid	Balance	Due
2024-2025	S48	Lake Tahoe Basin	1.15	.87	.28	.00
2023-2024	S48	Lake Tahoe Basin	1.96	1.96	.00	.00
2022-2023	S48	Lake Tahoe Basin	1.97	1.97	.00	.00
2021-2022	S48	Lake Tahoe Basin	1.96	1.96	.00	.00
2021-2022	S51	Douglas County Util	621.94	621.94	.00	.00
2020-2021	S48	Lake Tahoe Basin	.23	.23	.00	.00
2017-2018	S48	Lake Tahoe Basin	1.00	1.00	.00	.00
2016-2017	S48	Lake Tahoe Basin	1.00	1.00	.00	.00

Tax Bill and Payment History

Date	Type	Billed to / Payer Name / Note	Amount	Balance
01/06/2025	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-927.29	$927.29
10/03/2024	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-927.29	$1,854.58
08/15/2024	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-927.68	$2,781.87
07/15/2024	BILL	WHEELER TRUST 2023	$3,709.55	$3,709.55
02/29/2024	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-859.29	$0.00
01/02/2024	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-859.29	$859.29
10/03/2023	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-855.93	$1,718.58
08/14/2023	PAYMENT	US BANK HOME MORTGAGE SYS CORE - ORIG: WT	$-862.85	$2,574.51
08/14/2023	AMENDMENT	AMENDMENT TO RE 2024	$-13.35	$3,437.36
08/14/2023	ADJUSTMENT	US BANK HOME MORTGAGE WT CORE - VOIDED PAYMENT: 1213867. REASON: AMENDMENT TO RE 2024	$862.85	$3,450.71
08/09/2023	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-862.85	$2,587.86
07/14/2023	BILL	WHEELER, TIMOTHY WAITE	$3,450.71	$3,450.71
02/27/2023	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-794.78	$0.00
12/27/2022	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-794.78	$794.78
10/07/2022	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-794.78	$1,589.56
08/12/2022	PAYMENT	US BANK HOME MORTGAGE WT CORE -	$-794.80	$2,384.34
07/19/2022	BILL	WHEELER, TIMOTHY WAITE	$3,179.14	$3,179.14
03/01/2022	PAYMENT	US BANK HOME MORTGAGE CHECK	$-891.40	$0.00
01/04/2022	PAYMENT	US BANK HOME MORTGAGE CHECK	$-891.40	$891.40
10/01/2021	PAYMENT	US BANK HOME MORTGAGE CHECK	$-891.40	$1,782.80
08/17/2021	PAYMENT	US BANK HOME MORTGAGE CHECK	$-891.43	$2,674.20
07/14/2021	BILL	WHEELER, TIMOTHY WAITE	$3,565.63	$3,565.63
07/20/2020	PAYMENT	CLASON, ROY CREDIT: D	$-2,846.21	$0.00
07/13/2020	BILL	CLASON, ROY EMIL JR TTEE	$2,846.21	$2,846.21
07/23/2019	PAYMENT	CLASON, ROY EMIL JR CHECK	$-2,744.35	$0.00
07/15/2019	BILL	CLASON, ROY EMIL JR TTEE	$2,744.35	$2,744.35
07/16/2018	PAYMENT	CLASON, ROY EMIL JR TTEE CHECK	$-2,618.72	$0.00
07/12/2018	BILL	CLASON, ROY EMIL JR TTEE	$2,618.72	$2,618.72
07/25/2017	PAYMENT	CLASON, ROY E JR CHECK	$-2,515.80	$0.00
07/14/2017	BILL	CLASON, ROY E JR	$2,515.80	$2,515.80
08/02/2016	PAYMENT	CLASON, ROY E JR CHECK	$-2,453.09	$0.00
07/12/2016	BILL	CLASON, ROY E JR	$2,453.09	$2,453.09
08/05/2015	PAYMENT	CLASON, ROY E JR CHECK	$-2,446.97	$0.00
07/14/2015	BILL	CLASON, ROY E JR	$2,446.97	$2,446.97
08/21/2014	PAYMENT	CLASON, ROY E JR CHECK	$-2,371.21	$0.00
07/17/2014	BILL	CLASON, ROY E JR	$2,371.21	$2,371.21
09/10/2013	PAYMENT	CLASON, ROY E JR CHECK	$-1,726.50	$0.00
08/06/2013	PAYMENT	CLASON, ROY E JR CHECK	$-575.53	$1,726.50
07/16/2013	BILL	CLASON, ROY E JR	$2,302.03	$2,302.03
07/18/2012	PAYMENT	CLASON, ROY E JR CHECK	$-2,214.45	$0.00
07/13/2012	BILL	CLASON, ROY E JR	$2,214.45	$2,214.45
07/27/2011	PAYMENT	CLASON, ROY E JR CHECK	$-2,084.47	$0.00
07/15/2011	BILL	CLASON, ROY E JR	$2,084.47	$2,084.47
07/23/2010	PAYMENT	CLASON, ROY E JR CHECK	$-1,975.57	$0.00
07/14/2010	BILL	CLASON, ROY E JR	$1,975.57	$1,975.57
03/01/2010	PAYMENT	INDYMAC MTG SERVICES (ONEWEST CHECK	$-460.30	$0.00
01/04/2010	PAYMENT	INDYMAC MTG SERVICES (ONEWEST CHECK	$-460.30	$460.30
10/01/2009	PAYMENT	INDYMAC MTG SERVICES (ONEWEST CHECK	$-460.30	$920.60
08/13/2009	PAYMENT	INDYMAC MTG SERVICES (ONEWEST CHECK	$-460.30	$1,380.90
07/13/2009	BILL	CLASON, ROY E JR	$1,841.20	$1,841.20
03/02/2009	PAYMENT	INDYMAC HOME LOAN SERVICING CHECK	$-434.61	$0.00
01/02/2009	PAYMENT	INDYMAC HOME LOAN SERVICING CHECK	$-434.61	$434.61
10/06/2008	PAYMENT	INDYMAC HOME LOAN SERVICING CHECK	$-434.61	$869.22
08/20/2008	PAYMENT	INDYMAC HOME LOAN SERVICING CHECK	$-434.61	$1,303.83
07/18/2008	BILL	CLASON, ROY E JR	$1,738.44	$1,738.44
03/03/2008	PAYMENT	INDYMAC HOME LOAN SE	$-402.43	$0.00
01/07/2008	PAYMENT	INDYMAC HOME LOAN SE	$-402.42	$402.43
10/01/2007	PAYMENT	INDYMAC HOME LOAN SE	$-402.42	$804.85
08/20/2007	PAYMENT	INDYMAC HOME LOAN SE	$-402.42	$1,207.27
07/01/2007	BILL	CLASON, ROY E JR	$1,609.69	$1,609.69
03/05/2007	PAYMENT	INDYMAC HOME LOAN SE	$-372.63	$0.00
12/27/2006	PAYMENT	INDYMAC HOME LOAN SE	$-372.61	$372.63
09/27/2006	PAYMENT	INDYMAC BANK HOME LO	$-372.61	$745.24
08/09/2006	PAYMENT	INDYMAC BANK HOME LO	$-372.61	$1,117.85
07/01/2006	BILL	CLASON, ROY E JR	$1,490.46	$1,490.46
08/15/2005	PAYMENT	TSI TITLE	$-1,380.06	$0.00
07/01/2005	BILL	CLASON, ROY E JR	$1,380.06	$1,380.06
12/29/2004	PAYMENT	VANHORN, ROBERT R	$-643.11	$0.00
09/30/2004	PAYMENT	HOMECOMINGS FINANCIA	$-321.54	$643.11
08/11/2004	PAYMENT	HOMECOMINGS FINANCIA	$-321.54	$964.65
07/01/2004	BILL	VANHORN, ROBERT R	$1,286.19	$1,286.19
02/25/2004	PAYMENT	HOMECOMINGS FINANCIA	$-313.99	$0.00
12/31/2003	PAYMENT	HOMECOMINGS FINANCIA	$-313.96	$313.99
10/02/2003	PAYMENT	HOMECOMINGS FINANCIA	$-313.96	$627.95
08/15/2003	PAYMENT	HOMECOMINGS FINANCIA	$-313.96	$941.91
07/01/2003	BILL	VANHORN, ROBERT R	$1,255.87	$1,255.87
02/28/2003	PAYMENT	HOMECOMINGS FINANCIA	$-313.97	$0.00
01/03/2003	PAYMENT	HOMECOMINGS FINANCIA	$-313.94	$313.97
09/24/2002	PAYMENT	HOMECOMINGS FINANCIA	$-313.94	$627.91
08/12/2002	PAYMENT	HOMECOMINGS FINANCIA	$-313.94	$941.85
07/01/2002	BILL	VANHORN, ROBERT R	$1,255.79	$1,255.79
02/21/2002	PAYMENT	HOMECOMINGS FINANCIA	$-310.74	$0.00
12/21/2001	PAYMENT	HOMECOMINGS FINANCIA	$-310.72	$310.74
09/28/2001	PAYMENT	HOMECOMINGS FINANCIA	$-310.72	$621.46
08/09/2001	PAYMENT	HOMECOMINGS FINANCIA	$-310.72	$932.18
07/01/2001	BILL	VANHORN, ROBERT R	$1,242.90	$1,242.90
02/26/2001	PAYMENT	HOMECOMINGS FINANCIA	$-289.35	$0.00
12/22/2000	PAYMENT	HOMECOMINGS FINANCIA	$-289.32	$289.35
09/22/2000	PAYMENT	HOMECOMINGS FINANCIA	$-289.32	$578.67
08/10/2000	PAYMENT	HOMECOMINGS FINANCIA	$-289.32	$867.99
07/01/2000	BILL	VANHORN, ROBERT R	$1,157.31	$1,157.31
02/21/2000	PAYMENT	HOMECOMINGS FINANCIA	$-288.90	$0.00
12/23/1999	PAYMENT	HOMECOMINGS FINANCIA	$-288.90	$288.90
09/21/1999	PAYMENT	CAPSTEAD INC	$-288.90	$577.80
08/05/1999	PAYMENT	CAPSTEAD INC	$-288.90	$866.70
07/01/1999	BILL	VAN HORN, ROBERT R	$1,155.60	$1,155.60
03/05/1999	PAYMENT	KIRSCHNER, WILLIAM &	$-292.27	$0.00
01/13/1999	PAYMENT	KIRSCHNER, WILLIAM &	$-292.26	$292.27
10/13/1998	PAYMENT	KIRSCHNER, WILLIAM &	$-292.26	$584.53
08/19/1998	PAYMENT	KIRSCHNER, WILLIAM &	$-292.26	$876.79
07/01/1998	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,169.05	$1,169.05
02/26/1998	PAYMENT	KIRSCHNER, WILLIAM &	$-286.88	$0.00
01/07/1998	PAYMENT	KIRSCHNER, WILLIAM &	$-286.85	$286.88
10/09/1997	PAYMENT	KIRSCHNER, WILLIAM &	$-286.85	$573.73
08/21/1997	PAYMENT	KIRSCHNER, WILLIAM &	$-286.85	$860.58
07/01/1997	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,147.43	$1,147.43
03/07/1997	PAYMENT	KIRSCHNER, WILLIAM &	$-294.24	$0.00
12/30/1996	PAYMENT	KIRSCHNER, WILLIAM &	$-294.22	$294.24
10/11/1996	PAYMENT	KIRSCHNER, WILLIAM &	$-294.22	$588.46
08/26/1996	PAYMENT	KIRSCHNER, WILLIAM &	$-294.22	$882.68
07/01/1996	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,176.90	$1,176.90
03/08/1996	PAYMENT		$-282.38	$0.00
01/12/1996	PAYMENT		$-282.36	$282.38
10/19/1995	PAYMENT		$-282.36	$564.74
10/18/1995	AMENDMENT	1995-96 Bill was Amended	$0.00	$847.10
09/08/1995	PAYMENT		$-282.36	$847.10
07/01/1995	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,129.46	$1,129.46
03/16/1995	PAYMENT		$-267.64	$0.00
01/13/1995	PAYMENT		$-267.64	$267.64
10/11/1994	PAYMENT		$-267.64	$535.28
09/14/1994	PAYMENT		$-267.64	$802.92
09/14/1994	AMENDMENT	1994-95 Bill was Amended	$0.00	$1,070.56
07/01/1994	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,070.56	$1,070.56
03/24/1994	PAYMENT		$-263.83	$0.00
03/24/1994	AMENDMENT	1993-94 Bill was Amended	$0.00	$263.83
01/21/1994	PAYMENT		$-263.83	$263.83
10/18/1993	PAYMENT		$-263.83	$527.66
08/20/1993	PAYMENT		$-263.83	$791.49
07/01/1993	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,055.32	$1,055.32
03/10/1993	PAYMENT		$-259.29	$0.00
01/13/1993	PAYMENT		$-259.26	$259.29
10/16/1992	PAYMENT		$-259.26	$518.55
08/28/1992	PAYMENT		$-259.26	$777.81
07/01/1992	BILL	KIRSCHNER, WILLIAM & BARBARA	$1,037.07	$1,037.07
03/16/1992	PAYMENT		$-238.45	$0.00
01/21/1992	PAYMENT		$-238.43	$238.45
10/16/1991	PAYMENT		$-238.43	$476.88
08/23/1991	PAYMENT		$-238.43	$715.31
07/01/1991	BILL	KIRSCHNER, WILLIAM A & B V	$953.74	$953.74
03/12/1991	PAYMENT		$-219.95	$0.00
01/15/1991	PAYMENT		$-219.93	$219.95
10/09/1990	PAYMENT		$-219.93	$439.88
08/16/1990	PAYMENT		$-219.93	$659.81
07/01/1990	BILL	KIRSCHNER, WILLIAM A & B V	$879.74	$879.74
03/13/1990	PAYMENT		$-193.61	$0.00
01/10/1990	PAYMENT		$-193.60	$193.61
10/11/1989	PAYMENT		$-193.60	$387.21
09/06/1989	PAYMENT		$-193.60	$580.81
07/01/1989	BILL	KIRSCHNER, WILLIAM A & B V	$774.41	$774.41
03/13/1989	PAYMENT		$-188.26	$0.00
01/05/1989	PAYMENT		$-188.25	$188.26
10/12/1988	PAYMENT		$-188.25	$376.51
08/05/1988	PAYMENT		$-188.25	$564.76
07/01/1988	BILL	KIRSCHNER, WILLIAM A & B V	$753.01	$753.01
03/08/1988	PAYMENT		$-185.93	$0.00
01/13/1988	PAYMENT		$-185.91	$185.93
10/09/1987	PAYMENT		$-185.91	$371.84
08/12/1987	PAYMENT		$-185.91	$557.75
07/01/1987	BILL	KIRSCHNER, WILLIAM A & B V	$743.66	$743.66
03/05/1987	PAYMENT		$-161.28	$0.00
01/02/1987	PAYMENT		$-161.27	$161.28
10/08/1986	PAYMENT		$-161.27	$322.55
07/29/1986	PAYMENT		$-161.27	$483.82
07/01/1986	BILL	KIRSCHNER,WILLIAM A & B V	$645.09	$645.09