Tax Account 1419-10-001-029
Owners
PHELPS REVOCABLE TRUSTS
661 UNIVERSITY AVE
LOS ALTOS, CA 94022
PHELPS, DANIEL & EILEEN TTEE
DANIEL PHELPS REVOCABLE TRUST
PHELPS, DANIEL TTEE
EILEEN PHELPS REVOCABLE TRUST
PHELPS, EILEEN TTEE
Account Summary
| Account ID | 1419-10-001-029 |
|---|---|
| Account Type | Real Estate |
| Location | 245 SWIFTS STATION DR GEN CO/SFD/CWS/MOSQ |
| Balance | $7,761.56 |
| Currently Due | $0.00 |
Current Year
| Description | 2024/2025 REAL ESTATE TAXES |
|---|---|
| Original | $15,523.38 |
| Total | $15,523.38 |
| Paid | $7,761.82 |
| Balance | $7,761.56 |
| Due | $0.00 |
| Ad Valorem Tax Rate | 2.8699 |
| Tax District | 500 (GENERAL COUNTY/CWS/MOSQ) |
| Tax Cap | 100% High 8.0% |
Installments
Past Years
| Description | Original | Penalty | Paid | Balance | Due | Tax Rate | Tax District |
|---|---|---|---|---|---|---|---|
| 2023/2024 REAL ESTATE TAXES | $6,026.79 | $0.00 | $6,026.79 | $0.00 | $0.00 | 2.8699 | 500 |
| 2022/2023 REAL ESTATE TAXES | $5,680.99 | $198.83 | $5,879.82 | $0.00 | $0.00 | 2.8699 | 500 |
| 2021/2022 REAL ESTATE TAXES | $5,260.18 | $0.00 | $5,260.18 | $0.00 | $0.00 | 2.8699 | 500 |
| 2020/2021 REAL ESTATE TAXES | $5,087.21 | $50.87 | $5,138.08 | $0.00 | $0.00 | 2.8699 | 500 |
| 2019/2020 REAL ESTATE TAXES | $4,910.43 | $0.00 | $4,910.43 | $0.00 | $0.00 | 2.8699 | 500 |
| 2018/2019 REAL ESTATE TAXES | $4,835.95 | $217.62 | $5,053.57 | $0.00 | $0.00 | 2.8699 | 330 |
| 2017/2018 REAL ESTATE TAXES | $5,062.50 | $0.00 | $5,062.50 | $0.00 | $0.00 | 2.8699 | 330 |
Tax Bill and Payment History
| Date | Type | Billed to / Payer Name / Note | Amount | Balance |
|---|---|---|---|---|
| 07/24/2024 | PAYMENT | CHECK ACH - 100159 | $-3,880.78 | $7,761.56 |
| 07/24/2024 | PAYMENT | CHECK ACH - 100157 | $-3,881.04 | $11,642.34 |
| 07/15/2024 | BILL | PHELPS REVOCABLE TRUSTS | $15,523.38 | $15,523.38 |
| 08/02/2023 | PAYMENT | PHELPS, D & E CHECK 1163 | $-6,026.79 | $0.00 |
| 07/14/2023 | BILL | PHELPS REVOCABLE TRUSTS | $6,026.79 | $6,026.79 |
| 04/11/2023 | PAYMENT | DAN PHELPS GOVACH ACH - 303576262 | $-3,039.31 | $0.00 |
| 03/21/2023 | PENALTY | INSTALLMENT 4 PENALTY FOR 2022/2023 REAL ESTATE TAXES | $142.02 | $3,039.31 |
| 01/18/2023 | PENALTY | INSTALLMENT 3 PENALTY FOR 2022/2023 REAL ESTATE TAXES | $56.81 | $2,897.29 |
| 10/07/2022 | PAYMENT | US BANK HOME MORTGAGE WT CORE - | $-1,420.24 | $2,840.48 |
| 08/12/2022 | PAYMENT | US BANK HOME MORTGAGE WT CORE - | $-1,420.27 | $4,260.72 |
| 07/19/2022 | BILL | PHELPS, DANIEL & EILEEN TTEE | $5,680.99 | $5,680.99 |
| 03/01/2022 | PAYMENT | US BANK HOME MORTGAGE CHECK | $-1,315.04 | $0.00 |
| 01/04/2022 | PAYMENT | US BANK HOME MORTGAGE CHECK | $-1,315.04 | $1,315.04 |
| 10/01/2021 | PAYMENT | US BANK HOME MORTGAGE CHECK | $-1,315.04 | $2,630.08 |
| 08/17/2021 | PAYMENT | US BANK HOME MORTGAGE CHECK | $-1,315.06 | $3,945.12 |
| 07/14/2021 | BILL | PHELPS, DANIEL & EILEEN TTEE | $5,260.18 | $5,260.18 |
| 02/24/2021 | PAYMENT | CASTLE HILL MANAGEMENT, INC CREDIT: D | $-1,271.80 | $0.00 |
| 01/08/2021 | PAYMENT | CASTLE HILL MANAGEMENT INC CREDIT: D | $-1,271.80 | $1,271.80 |
| 09/21/2020 | PAYMENT | CASTLE HILL MANAGEMENT INC CREDIT: D | $-2,594.48 | $2,543.60 |
| 08/31/2020 | PENALTY | Instlmnt 1 Penalty for 2020-21 | $50.87 | $5,138.08 |
| 07/13/2020 | BILL | CH CLEAR CREEK RESIDENCE II LP | $5,087.21 | $5,087.21 |
| 03/02/2020 | PAYMENT | CASTLE HILL MANAGEMENT INC CHECK | $-1,227.60 | $0.00 |
| 12/26/2019 | PAYMENT | CASTLE HILL MANAGEMENT INC CHECK | $-1,227.60 | $1,227.60 |
| 10/02/2019 | PAYMENT | CASTLE HILL MANAGEMENT INC CHECK | $-1,227.60 | $2,455.20 |
| 08/06/2019 | PAYMENT | CASTLE HILL MGMT INC CHECK | $-1,227.63 | $3,682.80 |
| 07/15/2019 | BILL | CH CLEAR CREEK RESIDENCE II LP | $4,910.43 | $4,910.43 |
| 04/08/2019 | PAYMENT | CASTLE HILL MANAGEMENT CHECK | $-2,587.22 | $0.00 |
| 03/15/2019 | PENALTY | Instlmnt 4 Penalty for 2018-19 | $120.90 | $2,587.22 |
| 01/18/2019 | PENALTY | Instlmnt 3 Penalty for 2018-19 | $48.36 | $2,466.32 |
| 10/29/2018 | PAYMENT | TAHOE LOT LLC CHECK | $-1,257.34 | $2,417.96 |
| 10/15/2018 | PENALTY | Instlmnt 2 Penalty for 2018-19 | $48.36 | $3,675.30 |
| 08/09/2018 | PAYMENT | TAHOE LOT LLC CHECK | $-1,209.01 | $3,626.94 |
| 07/12/2018 | BILL | TAHOE LOT LLC | $4,835.95 | $4,835.95 |
| 12/08/2017 | PAYMENT | TAHOE LOT LLC CHECK | $-2,531.24 | $0.00 |
| 09/19/2017 | PAYMENT | TAHOE LOT LLC CHECK | $-1,265.62 | $2,531.24 |
| 08/30/2017 | PAYMENT | TAHOE LOT LLC CHECK | $-1,265.64 | $3,796.86 |
| 07/14/2017 | BILL | TAHOE LOT LLC | $5,062.50 | $5,062.50 |