The URL can be used to link to this page

Home My WebLink About01-24-05 Regular Meeting of Fiscal Affairs Committee Minutes e e I 2 ~ . . e MINUTES OF THE LA PORTE FISCAL AFFAIRS COMMITTEE January 24, 2005 1. Call to Order The meeting was called to order by Chairperson Chuck Engelken at 4:03 p.m. Members of Committee Present: Chairperson Chuck Engelken, Mayor Pro Tern Barry Beasley, Councilmember Howard Ebow and Councilmember Tommy Moser Members of Committee Absent: None :.> j Members of City Executive Staff and City Employees Present: City Manager Debra Feazelle, Assistant City Manager Cynthia Alexander, Assistant Finance Director Michael Dolby, City Secretary Martha Gillett, Budget Investment Officer Shelley Wolny, Assistant City Manager John Joems, Tax Manager Kathy Powell, Accountant Leann Williams and Accountant Lori Langelier Other citizens: Tom Pederson of Null & Lairson 2. Consider approval of Minutes of Regular Meeting of La Porte Fiscal Affairs Committee Minutes held on October 25, 2004. Motion was made by Committee Member Beasley to approve the minutes as presented. A second by Committee Member Tommy Moser. Committee Member Howard Ebow abstained. The motion carried. 3. Discussion Items a. The September 30, 2004 Annual Financial Report was discussed. Tom Pederson provided an overview of the draft report, and noted that the report was drafted by City Staff. Assistant Finance Director Michael Dolby will distribute Council and Staff budget workbooks. The City received the highest rating and a clean opinion, and a single audit since we receive more that $500,000 in federal funds. Internal will carry over from last year. Commodity Codes need to be utilized for bids spending over $25,000.00 A recommendation is to continue implementing policies to prevent fraud. Council would need to adopt fraud policy. Assistant City Manager Cynthia Alexander will bring. policies to the next meeting. Copies of adjusting journal entries will be presented by Mr. Pederson. Mr. Pederson noted how well the audit went and staff is doing a good job. The final audit will be issued in approximately one week. Minutes of the La Porte Audit &mittee - January 24, 2005 - Page 2 e 4. Tax Resale Property Tax Manager Kathy Powell presented two bids for tax resale property to the Committee for approval. Ms. Powell recommended that one of the bids be approved and the other be rejected. Motion was made by Committee Member Ebow to approve recommendation as presented by Ms. Powell. A second by Committee Member Beasley. The motion carried unanimously. 4. Assistant City Manager Cynthia Alexander presented the Committee with the First Quarter (FY 2005) Investment Report. Budget Investment Office Shelley Wolny presented an overview of the report. 5. Ms. Wolny presented the Committee with an overview of the Amended Investment Policy. Most of the revisions are due to the Public Fund Investment Act. 7. Cynthia Alexander received and reviewed the Credit Card Report. 8. The Committee had comments. Ms. Alexander noted that Proposition 13 items will be sent as information is received via email. Cynthia and the Committee thanked Staff. Committee Members Ebow and Beasley had comments. Martha noted a phone call from a citizen who wants to have Proposition 13 placed on the election ballot. Cynthia noted that staff is staying on top ofthe school district issues. 9. Adjournment There bein,g no further business to come before the Committee, the meeting was adjourned at 5:00 p.m. Respectfully submitted, LffIWL ~ Martha A. Gillett, TRMC City Secretary Approved this 'Z~ day of ,AflL-' L., 2005. ~~ Chairperson Chuck Engelken I , < i , l ~ i e e 3. e e 4. -a. e e Recommendation to Audit Committee HCAD Account # 023-214-0107"0003 Resale P002 Taxes + Costs $10,500.00 $28,100 Adjudged Value Offer Name: Bid Amount: Maria de las Angeles Garza $10,000.00 Recommendation: Approve Reason: X ~With condition to up bid to cover costs & taxes to $10,500 Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/18/2005 e SUMMARY OF FORECLOSURE ACTIVITYe HCAD ACCOUNT NO: 023-214-010-0003 Property Struck off for: CAUSE NO: 1991-31131 PLAINTIFF(S): City of La Porte & La Porte Independent School District JUDGMENT AGAINST: Claudelle EScott, Jr JUDGMENT DATE: December 16, 2002 STRUCK OFF DATE: December 7,1997 ORDER OF SALE: DEED RECORDED DATE: January 28, 1998 STRUCK OFF TO: City of La Porte CONSTABLE: Bill Bailey, Constable Precint No 8 PROPERTY ADDRESS: N Highway 146 LEGAL DESCRIPTION: Lots 3 & 4 and Lots 13 & 14 Block 100 Town of La Porte ADJUDGED VALUE (IN JUDGMENT): $28,100.00 SQUARE FOOTAGE: 12,500 All four lots do not adjoin. Split 2 & 2 SUMMARY OF SALE ACTIVITY BIDDER: AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: Maria de los Angeles Garza $10,000.00 $1,000.00 $9,000.00 BIDDER'S ADDRESS: 7615 Tiburon Trail Sugarland, TX 77479 BIDDER'S PHONE NO: 281-937-0818 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $0.00 0.00% $6,256.60 62.10% $3,818.40 37.90% $10,075.00 CONSTABLE! ESTIMATED AMOUNT AMOUNT OF COURT PUBLICATION FEE AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST (TISD) FEE DEED RECORDING FEE TAXES $10,000.00 $0.00 $175.00 $0.00 $250.00 $9,575.00 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $0.00 0.00% $5,946.10 62.10% $3,628.90 37.90% $9,575.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION Amount of Bid: Costs: $10,000.00 Total: $0.00 $0.00 $0.00 $175.00 $250.00 $0.00 $0.00 $9,575.00 -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Cost -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State ofTexas Amount in Judgment: $3,818.40 $6,256.60 $0.00 $0.00 $0.00 $10,075.00 % 37.90% 62.10% 0.00% 0.00% 0.00% 100.00% Amount Received $3,628.90 $5,946.10 $0.00 $0.00 $0.00 $9,575.00 Costs + Taxes $10,500.00 Adjudged Value $ 28,100.00 P002 HARRIS COUNTY APPRAISAL DISTRICT .. REAL PROPERTY ACCOUNT INFORMATION a .. 0232140100003 . Tax Year: 2005 Owner and Property Information Owner Name & CITY OF LAPORTE Legal Description: LTS 3 413 &.14 BLK 100 Mailing Address: CAUSE #91-31131 LA PORTE PO BOX 1115 Property Address: o N HIGHWAY. 146 LA PORTE TX 77572-1115. LA PORTE TX 77571 State Class Code . Land Use Code Land Area Building Area Neighborhood Map Facet Key Map Xl -- Govemmental Exempt 4300 -- General Commercial Vacant 12,500 SF o SF 9700.02 6254C 540X Capped Account Pending Value Status Information Notice Date Not Noticed Value Status All Values Pending ARB Approved Not Noticed Shared CAD No Exemption Type . Total Districts 020 040 041 042 043 044 047 071 Exemptions and Jurisdiction Exemptions and Jurisdictions Jurisdictions LA PORTE ISD HARRIS COUNTY HARRIS CO FLOOD CNTRL PORT OF HOUSTON AUTHY HARRIS CO HOSP DIST HARRIS CO EDUC DEPT SAN JACINTO COM COL D CITY OF LAPORTE 2004 Rate 1. 73350 0.39986 0.03318 0.01673 0.19021 0.00629 0.13913 0.71000 2005 Rate Online Tax Bill View View View View View View View View Valuations Valuation 2004 Value 2005 Value Change Land 0 Improvement 0 Total Market Value 0 Pending Pending Total Appraised Value 0 Pending Pending Building Vacant (No Building Data) Harris County Appraisal District N N' ===~I III n3-~1 - - - !!, Ill' ==1 N =1 ~1 ~ = ~, ~t6 ,1. lQ' ~~ ====i !J!i ____ ,=7 = ~~ =3~4~ - - - ~I ---~I ==~! - - _.!' ---~ ~ N III 29 '2& !!. gB_ _ _ _ _ !I' Ig7_____!l Ig6_ _ _ _ _ !l ~_____~' ~_ 60Q_~' 6.QOll4" '" "71- - ;;5- i B .o~ Ill, 9 +;2. III lO 12S--i ILQOIL _ !l 12 12& :;1, @- :o&,!!6- ~ 14 125 III I!>_~___~ 16 I~ III Ill' ~ N e Scale 1 n = 200. PUBLICATION DATE: February 03, 1 BBB ---~ ~ N ~ .. ~ ---~ ~ .. ---~ ___!l E-o W W 0: E-o en :I:: E-o r- :I:: E-o 0: o Z =~g ~~~ - - !II 1ll~~===J ..gQ. - - - -!lj lllgl!-Q.0~5_ _ ~I III ~'L _ _ _ ~ N.?~____~' 2512. .. Ng'l_ _ _ _ ~ =~~ _ _ _ _ !J =g~ - - - -~' gl'QOR_~1 IllglL _ _ _ ~ 11! _ - - - ~I III lB llll --- ------- ca 17,~ = I 023-149 j E-o W W 0:: E-o rn :I:: E-o IX) :I:: E-o 0: o Z ~~?~2:__~ ,~31 = ~~iM; =; ~ gQ. -- - - - =2812& ::I :::27. = ,Ill 26 12. III ___-519___ III 25-qQil5 III = 2+0024 = !lg~ ~~ _ _!l ~~~~J !lg\L - - - ~I ~19 125 =1 !J ! ~-ODL1_ _ !I, 11ll17~a Ill' f] t1 32'25 1ft! _~--N_ 31 =1 3.P.GJ~_ -~ 29 12& =, 2B 521 Ill' - '-002-7- - - 27 12& = g~l&- - ~ 25 125 =' g4JJi3- - !l 23 125 \': 22 509 III - "-OOll- - - 21 126 ~ g~&- _ !l 19 '2. III IB 501 III - <.001-7- - - 1 7 12&~ III N w+. e 5 FACET 6254C ~~ 5 6 8 - - - 9 10 11 12 1 iE'" '"' 2~--~" 3 III ~A==~I 5 125 III ..6.0006 IIlI n7 lZII =. ~_ 418_ - -- l!l aOoql!91 III l!l.!!~&- - ~ l!l10 12& ~ll~_ _ ~ 12 125 "'t3-c18fa_ - 14 12" 15~_ _ 16 '2. ~~ ~2~ _ _ !3i ~L___!l ~L - - - ~ gL _ - - ~ gL _ _ _ !l ~'L _ _ _ !I' g!!.0020 _ !l .?L _ _ _ ~ i g4. _ _ _ _ !1' i~L _ _ _ ~ 122 ~ !gl~~~=!l1 120125 Ill' ~19 =, ~iij&i; = ~ = 1 7 l~l lEI to .,j< ..-< ::r: CJ) ~.3~~-= ~~L _ -- ~~<! - -- ~g~ - -- ~~l! _ _ - I ~'L _ _ :.?~--- I'?L__ ~g4.___~ ~.r== =;, ~21 ~gq===~ ~19____111 ~lL - -.. III 7 1~ N III 1 '~ _ _ ~I ~~==---~' ~~-----~I ii====j, ~7 g___~' ~B - q _ _9.p~1 - - - In 1ft 1Il9g~___~ ~1 d"N - <J 1111 ---lIij oil UJ 1ft . 0 N ~ll_!:l-"'- -;, ~1~~_~_~ ~l3_ _ _ _ _ ~ js14 _ _ ~' ~15---__~ . - - - - 1ft' !J6 125- N E-o W t.:l 0:: E-o en :I:: E-o - - 32 1~6 = 31- 425- - ~ _ _.()()24 - - ~Q. - - - - ~ 29 125 ~ ~gl! - - - - ~ I ~r _ _ _ _ !l ~ .?~"()023 _ ~ I.?L _ _ _ ~' ~g~ - - - - ~ Q23 125 ~ ~ g~.q02C _ ~ =21 125 =1 :::g~-~' ~19 126 = ~lB 401 fJ .__-001.7__ ~ 17 .12-'- = 1),6 LA~- 2 ____ L.m- ~ L____ 32 125 =1 31.QQi-~ ~ l?.oo2s. - ~ 29 125 =1 gl!J?b _!l ~ _ ~2~ _ _ ~I ~ 2 III ~~=~~ = ~ ~ 4 126 =1 ~ ~ 32 lz. .. __331__~ 3 l.o9A' III ~(! - - - - !' glL _ - - ~ '" l_~2~__!, 2 III ~~==~ 4 12~ III :x: E-o 0:: ~ tL~~_-~~ i~r'--1 2 _____ 3 - - -_ -_ -_ ~ ~l!ao29- ~ ~ .. ,Ill ;)~ ~2: _ _ !l~ ,Ill ~L___!l III ~ e e Recommendation to Audit Committee HCAD Account # 024-035-006-0002 Resale P125 Taxes + Costs $11,764.46 $10,300 Adjudged Value Offer Name: Bid Amount: Fred Westergren $10,300.00 Recommendation: Approve Reason: x I Bid is equal to the adjudged value. Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 eUMMARY OF FORECLOSURE ACTIVITY e HCAD ACCOUNT NO: 024-035-006-0002 Property Struck off for: Value CAUSE NO: 1999-24792 PLAINTIFF(S): City of La Porte & La Porte Independent School District JUDGMENT AGAINST: Stewart, Lewis H JUDGMENT DATE: October 16, 2000 STRUCK OFF DATE: March 6, 2001 ORDER OF SALE: December 22, 2000 DEED RECORDED DATE: March 23, 2001 STRUCK OFF TO: City of La Porte CONSTABLE: Bill Bailey, Constable Precint No 8 PROPERTY ADDRESS: S Virginia LEGAL DESCRIPTION: Lot 16, 17, 18 & 19 & Tr 20 (2ft of Lot 20) Block 306 Town of La Porte ADJUDGED VALUE (IN JUDGMENT): $10,300.00 SQUARE FOOTAGE: 16,562 SUMMARY OF SALE ACTIVITY BIDDER: Fred Westergren AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: $10,300.00 $1,030.00 $9,270.00 BIDDER'S ADDRESS: PO Box 610 La Porte, TX 77572-0610 BIDDER'S PHONE NO: 281-471-5325 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $2,695.72 34.64% $3,180.91 40.87% $1,905.83 24.49% $7,782.46 CONSTABLE! ESTIMATED AMOUNT AMOUNT OF COURT PUBLICATION FEE AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST (TISD) FEE DEED RECORDING FEE TAXES $10,300.00 $1,407.00 $175.00 $2,150.00 $250.00 $6,318.00 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $2,188.45 34.64% $2,582.34 40.87% $1,547.20 24.49% $6,318.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION Amount of Bid: Costs: -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Cost . -Ad Litem Fee $10,300.00 $1,357.00 $50.00 Michael Landrum $0.00 $175.00 $250.00 $0.00 $2,150.00 Robert Jowers $6,318.00 Total: Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas Amount in Judgment: $1,905.83 $3,180.91 $2,323.71 $372.01 $0.00 $7,782.46 % 24.49% 40.87% 29.86% 4.78% 0.00% 100.00% Amount Received $1,547.20 $2,582.34 $1,886.45 $302.01 $0.00 $6,318.00 Costs + Taxes $11,764.46 Adjudged Value $ 10,300.00 P125 HCAD: Appraisal Record Detail e e Real: Account Number Address Owner Name Advanced Personal: Account Number Address Owner Name Advanced R te a1 ~ IP [f <0 [P) e Ir~Y A (C (C (Q) lUllli1 ~ HCAD Account # : 0240350060002 Tax Year: 2001 Preliminary Values Owner Name: STEWART IRMA H Owner Address: 4500 N MAIN ST APT 48 HOUSTON TX 77009-4541 Property Address: 0 S VIRGINIA LA PORTE TX 77571 Legal Description: LTS 16 17 18 & 19 & TR 20 BLK 306 2 FT OF LT 20 LA PORTE State Class Code: C1 -- Real, Vacant Lots/Tracts Homestead Exemption : -- Special Exemption : -- Jurisdiction Codes: 020 040 047 071 Overlapping CAD : No Capped Account: No Notice Date: 04/26/0:n. ARB Approved : Value Status : Noticedl, Not Certified Your taxes will be based on Appraised Value, less applicable exemptions, if any. Use market value for comparison with your neighbors. Valuation: TY2001 Previous Change Appraised Market Value Value Land: 10,300 5,800 16,100 Improvement: 0 0 0 AgjTmbrjSpc : 0 0 0 Total Value : 10,300 5,800 16,100 16,:n.OO Note: http://www.hcad.org/cgi-bin/AV/ A VDetail.asp?acct=0240350060002 Page 1 of2 4/1 0101 Harris County ~ppraisal District i e Scale '" = 200' PUBLICATION DATE: AUlIuot 04, 2000 N w+. '<>0 e 5 FACET 62538 - - - 2 3 4 - 8 6253D2 ~~.,p ,.- ,.- ,.- \' ~ \ "'ls! t~ '\ ~ ,.- STREET ~ ~~=====~ ,~ll___ ~ _4_ _ _ ~--- ~~--- ~1___ ~!'__.. '~_9_ __ litO 125 ~ N E- t.l t.l 0:: E- Vl <I: :z; <I: E- :z; ~ EAST ,- - - - - ~ .2______lQ . ~ - - - - -~ .4._____~ & _ _ _ __:3 8 _ _ _ _ _lfl_ 7 \!l ------- ~----~ 10 - ~2~t - = 25125125112"[126 p~:29'V~1 1-.nA. I ~o I !!l ~uYI I I 1:::1 Ie. I I 1 1 I I 1 1 I e e Recommendation to Audit Committee HCAD Account # 023-209-000-0027 Resale P028 Taxes + Costs $5,664.77 $5,000 Adjudged Value Offer Name: Bid Amount: Zion Baptist Church $5,000.00 Recommendation: Approve Reason: x ~ Bid is equal to the adjudged value. Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: eMMARY OF FORECLOSURE ACTIVITY e 023-209-000-0027 Property Struck off for: Value 1998-29647 City of La Porte & La Porte Independent School District Corbin, Elizabeth K December 11, 1998 STRUCK OFF DATE: January 4, 1999 STRUCK OFF TO: City of La Porte Bill Bailey, Constable Precint No 8 423 N Fifth Street Lots 27 & 28 Block 90 Town of La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $ 5,000.00 6,250 SUMMARY OF SALE ACTIVITY BIDDER: Zion Baptist Church AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: $5,000.00 $500.00 $4,500.00 BIDDER'S ADDRESS: PO Box 1962 La Porte, TX 77572-1962 BIDDER'S PHONE NO: 281-471-2301 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $1,048.54 24.93% $2,051.46 48.77% $1,106.77 26.31% $4,206.77 CONSTABLE! ESTIMATED AMOUNT AMOUNT OF COURT PUBLICATION FEE AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST (TISDl FEE DEED RECORDING FEE TAXES $5,000.00 $283.00 $175.00 $750.00 $250.00 $3,542.00 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $882.85 24.93% $1,727.28 48.77% $931.87 26.31% $3,542.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION Amount of Bid: Costs: $5,000.00 -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Cost -Ad Litem Fee Total: $233.00 $50.00 Michael Landrum $0.00 $175.00 $250.00 $0.00 $750.00 Fred Bosse $3,542.00 Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas Amount in Judgment: $1,106.77 $2,051.46 $902.81 $145.73 $0.00 $4,206.77 % 26.31% 48.77% 21.46% 3.46% 0.00% 100.00% Amount Received $931.87 $1,727.28 $760.14 $122.70 $0.00 $3,542.00 Costs + Taxes $5,664.77 Adjudged Value $ 5,000.00 P028 e HARRIS COUNTY APPRAISAL DI&T REAL PROPERTY ACCOUNT 0232090000027 2004 ACCOUNT INFORMATION STATE CLASS CODE: X1 -- Governmental Exempt OWNER INFORMATION LOCATION INFORMATION Owner Name: CITY OF LA PORTE Property Address: 423 N 5TH ST Owner Address: CAUSE NO 98-29647 LA PORTE TX 77571 PO BOX 1115 Legal Description: L TS 27 & 28 BLK 90 LA PORTE TX 77572-1115 LA PORTE EXEMPTIONS INFORMATION JURISDICTION INFORMATION Homestead Exemption: E -- Total Exemption Code JurisdictionfTaxing Unit 2003 2004 Special Exemption: -. Rate Rate Disabled Veteran Exemption(s) : -- 020 LA PORTE ISD 1.680001.73350 040 HARRIS COUNTY + RELATED ENTITIES 0.646270.64627 047 SAN JACINTO JR COLLEGE DISTRICT 0.139130.13913 071 LA PORTE, CITY OF 0.710000.71000 VALUE STATUS INFORMATION Notice Date: Value Status: All Values Certified Capped Account: No ARB Approved: 8/6/2004 VALUATION INFORMATION Valuation 2003 Aporaised Change 2004 Aooraised 2004 Market Value Land: $0 $0 $0 Improvement: $0 $0 $0 AglTmbrlSpc : $0 $0 $0 Total Value: $0 $0 $0 $0 RESIDENTIAL VACANT DATA IT] ParcellD : 20 - 00921.3 - 05.0 - 053.0 - 0 1 000 - 001 4 Land Use: 100 -- Residential Vacant Land Land Area: 6,250 sq. ft. CAMA Class: RVO -- Residential Vacant Map Facet: 6254C Key Map: 540X Neighborhood : 2164.1 H.arris C.oun.ty A:ppraisal District r:l~AI3SJ~ ,124-mul "I) ,,1 ~ ~:~F-~~-~-~~~~ -=-25 g~~.~__ i2"4- 0023- _ ';ij- 125__ ~_. II! 11_ ~~-002& __.; ~--;I !l}_0_-.Oo.-1.9_ _ ~ lQ 19 .EL- 1I18-QgH__~ =17 125 =1 ~:.:;:-------~ 11_ ~ 6a:.:..:.~ ~-~ -1\r ~- J - - - - 83)1' II 8 __'~__ i-9 :01l2l__.. iD-fd' - :125_ ii-..ro::-:-_ _ _ _ :: ;11 _____~ "i:-!L0028__~ ;; 13--.a.'--::-!>1 ~:C----""'BIII 1I1~--____-.;, ~lS_-oO~5-~ 1(116 12_5 6254C4 11).8_ _ n__ __II II_E______: II_~~___--_:: II_~~___--_: I::f1_!:::.____1I ::23 o. ~ ii22-~---i ~i.--~---II iio-~---II ~i9--~~---= ~3j:_"l?:_-_-_-~ ~17 m ~, ~~&-~-!G :: 6 125 ~ --'6]~ G ~}-Gg!t.t---'= ~Ji : !l_~ --~ :!:lO 125._~ IIl!--QO.l~--:; 1112 _______~ :13- '25 :1, "14 ____ ~f~-_~4_-~ l'H6 125 ... i!f29 . ~_ii-:--------j ~_~7_ _ __ _ _ _:: ~?_~_c.____~ ~ ~~-q.d -_.~ :J~_~~--~' ~23 q""," III ___-eG---. ~-~~-~~--~. ~21_ t - - - - ~I !l.2.!l__~ - -- -: 1119 II iij_f_-_-_-_-_-_-~! ::17 115 ~ 1(14 :r .----------- =S l(l ----------- ~.6._______I::' ':.7 1(1 ----------- III 8 ...... 1111 ~__i __ _~~!.- __ __ ~J IIJ9.._____!l. 1111 Il ~__IX______________~ ::JL __ ___!II !l!1_______: ~I.?_ _ _ _ _ 00 _II. =16 125 lQ ~jj------------j'l ~28 1(11 - - - __ __ - - --I ~_~.7.______:: 1126 ~ II __._ -E)----- Il_~~_~--..Il!, 1l_1.4. _ ~_ _ _IlJ 1123~ II - - -"lDOOT --- 1122 '<<" II h~~~~~~~' ~~I!._~----llj II.1.Loo____II. ~!L _ _ _ __I:: :17 ,tS lei - 200 PUBLICATION DATE: 12/2812004 N +, s o I- ." I- W W 0:: I- en o z N ::c I- 0:: o Z m~630--~1 ----------- !QL!!!.~-1!1 I:: ~~ :0_0_2_8_ --I =28 125 = = 1-1 :Q.Q.~E!. - - ~ ~--= 1125 III m:_~_~::_J !lJk~9E--~ ~lk_-_-_-_-_-_-ftj =!~------_I::' ~lL-_---~ ~17 1.15 :Q ~12:d~c-~1 ~ .3A1DllJ.. - - =! ;-~--~:---;I ~_ ~ :OQQ~ - -::, !l_1.______:1 ,;_~_i\:--; 1I10~ ~IL _ ___ _ __Il =n_-99jL~~ =\3_!~ 1::1.4___00___11 r:.\.?_ :OQt'\.__~ =16 12!i :Jl I- w W 0:: I- en o 0:: ('f) ::c I- 0:: o Z G32 '25 G~ ~3i.:affi5--; iljii.""5?5--~ __ _ -0024- - - 1129 '25 ! I::~~.~':-::~ ~27~ ~ ~~4d1-2- _ _Il 1l2S 125 III !l.2~_]"aE- -~ ;;~-~--:II ~21 125 N ~?_9-B9ls--~ :U9 125 = iil~:%%~t II 1117 -q[17 ii lQ 1 125 ::: .---------- ~..2_-999L-1:: !1..-!!L_~ 114 Il ----------- ~ ~ :Q.Q.Q.4.. _ _ : ::: 6 '25 __~ ~ 1:.11.0_0]_ __ _II G8 ,-, G ~--{O:;----;: N 9""f2's N ~,-o_]dlO. _ _" ~._l!L-.~ 11).2_ __ _ _ ___ ~\.3_:0ll.1.2.--11 =14 125 = ~!~ ~8g~;-- - ~ :316 1.l!i :e I- W W 0:: I- en ::c I- '<t ::c ~ o z r:.~L:'~----3 1l3\ II -----___---1 ~ ~9 :QQ~fL ~! ~~~-------Gl =28 125 : ~ ~?-0\116 _ _II =26 '25 :e ~i~~J 1123.25 III 1122 II ii_2j__~B.~___:~ ~~~-------~ :19 '25 : ~1__=1 =17 125 =1 (UNIMPROVED) I- W W 0:: I- en ::c I- III ::c ~ o z (UNIMPROVED) ~J__~~____~ ~~_-.o99L_: ~!!.- N =_4.. .0004--:' 115 5~~ iT Il ~ -1.0007- - - - = ~'i:@}---: ~?_O'a09---: =10 '21 ~ =l! --Mq4- --~ =\2 ",_~ =13 ___~ ~j~__:u8i3- --: ~!~------_:' 1116... III ~=!~_'~____~ !l~l_______~ ~..39_______:! ~_t~_______________~j ~?_L_____~I 1126 ~ II iii5-~----~I' ---.qU--- :J~_g<..--: ~~~~~---= ~RNPl.--!I ~~L~':'---=! ~205'_ _ _ - -~I 1119 III .----------- I::!IL______~ =17 125 : ~~~- ~~ _. !l..3l____. .. ~~l!.____ - ~?_L__ - I::~~---_. ifiL__ .. !l_~6____ _ 1125 . ~~~t------~ =-ii~----~ __ __ ..Ul- - ~-. ~~~-~---~ 1l20*-i = ____(It)______ ::11UL---: r:.!8________~ =17 R5 = ~~ _1::1 III ~'i:! G' J G' -:1 _ _1::1 :.J! G' ...... U "'" III N <0 e w MAP LQCATION ........_.:::~~~Ff~-;.~::~. . .--L~"':'d~-;/"" !- .-.--... \- (:'- t--~ . I ~.'-;'.J L ,... . ~_.., -'-r~'" / J :.< j I FACET 6254C - -~ 1 234 - - 567 _9 10 11 12 12' ~_\~ -- 1l\6 1132-01332 II ~~!. ~~ - ::-:,-::-~I ~~L-----I:: ::_2.9________11. ~?_L-----~ ::27 _QQ"'''' II u__ .....---1 ~?_L_____~ ~ 25 II ~ii_Tiii_-_-~ :!:23 ~'5' 1Q !l_2J.______~ 1I})_______..Il. 11.2_0_ __ _ 00 _ !I, !WJ_______II. ll_t8________Il. =17 1~ :: ~-i__=~~~~~~, ~- 3 Il ~-_~:ii9i -- ~~, ~~--------~ lQ 6 125 1! ~L_:QQ3AI::I 13 8 125 ~' II 9 -0007 II, ~io-~,~u--= 111\ II .----------. IIJJ________Il; 1::\.3_:0011.-::'1 ~lL___.dl: m______~: 11316 JD- ::: 112\ ii 20- ~lj~C - -:i .00 _003"2--- ~19 125 ::: GI8 -40~1 ~ __ -QO.'1-7- -- ~ ~7 125 lQ ~_~__\f,,~ Il 2 -o'tRft -j" =G ~ 3 ~6 :,!._Il . - - --0003 ::: 4 125 :s II 5 -0005 II II 6 422 12.11' ;.- i :OUOO - - ii ~.l~.8---:;1 ::: 8 .QDr?8 ~i 119 -OO~= ;:10 4't4~ ii Yr09~9- mil iili-0033 ~, ;-r~25:::' ~1~:~--~ II IS_Oats. fS-~' :-1~- 125 1 = =32 125 ____=. iijl~~ 1r:.~1!. ~~---~ lQ291~1 11_2_8:0021 _ _ !I. 1121 12'---=1 -4"17 G 11_ ~6~0025u _". 112~S_l' :' 112 _= il23:O -2 ''''22 125 te ;21~ II !l.2.!l_-OOj9--~ 11\9 '25 II 1::!l!.,QQtL-~1 =17 125 IN = 1 125 :3' i:i~a~I--~, ~~]6H3: - -~, IN 4 125 IN --42r--' !l_~ Al005 _ _!I ~ 6 125 lQ' ~:!~___1 ~"~'"&.~I '" 9 !~ "" ~__~g6 9--:' =\0 125 =, 111\ II' iili~4llll"---il .__ _.0011- u ~JL-----~I !!!.~. !~--=:I 1I)~jak-: =16 12l ~ 1 .. 125 lQ ~J:l]~---- 1131 II ii30 ~25 O--i' ~~-o.o.29~ 1128 125 II iii-~--la ~ .2~0_0_2_5_ _ _ ~ ,~2S 125 ::: ~J~.:Q9;1L: 1l23.25 II' II J_2_ :.0_0_2_1..:! =21 125 ;5' II}_O_.$.~ _!I. 1119 125 Il ~1~_88h--= ~7 12_5 lQ 125 lIJI' r:.!-O()().1----- !!-1~w-~1 :: )...DDllJ.. _ - ~ ::4 125_~'1 :}:d8& - - ~I IN 6 m..__~'_1 ii7"1aS.1_ _ _ = ~- i_{~l....Ei ~?000~--? 1l.!..!L._!!.!._ :1 1111 nM" __~ - - --vv<><r G! !:ll..-1ll'---;1 ~1)_-DOj 300_'": :!L'25--!!1 ~_,~~g8h---: ~16 115 IN ::32 125 = ~3!:~~~!~~~1 :3~_~'1 !l JL 112'-- ~ !l}.!lAlll2.L :'! 1127 12. _.~II -----;r- G ~ ~~ -odls --: :l:: 2S 125 _ ~ ~f1-~8J~u~! ~23 t25 _; ~~~jg~'I--_II" ::~ ~2~ ._ !!'! ~ ~1!.]119: _.II. ~.!L.1~5 --.~l l::!li:88h--:; ::17~ N II, l! --;;;! - - -~I I " ~. ~_~I ~- --~I '----;;! k--'= ~~I /3- -!! 5~j !l_1. _ =-~- =3- 114 ~1j ~] ~J.2_ _ '~5_ _ _ _ 14. 11..3.1.._____.::. ~..39_ _ 00 _ _ -: ~.2L-----'!! ~fL_____1:: ,II_~_ _"C'__ _ _:: ;;,;; Q ~ =. 1 125 =. .----------. :s 2 =. .----------. =..3________1:: = 4 II ----------- ~j--------~ ::_<<!_----~~, ~~~-~~----~ m_______1:: II_~I!.___----~ !l_2.9_ _ _ _ _ __ _II. 1128 Il itit "i- -- -- ~ --~' !SJ___~2~___!3 ~L______'!! Il_~________~ ~L________JI 116 . II ~J~_~~____!:I ~~L_____= ~~Q..-----~ =,,2.9_ -_0.!l.2_5_ _ !I. ~1L-----~ 6254C 12 WEST TYLER STREET III II 132 12' Il' ~~oqg2 Il ~3i-~1-~~ H-------~ ~~~~--~, ---------- ;---~~~~ ~32 125 ~ ';j.-:lill!C-'; ___~I.L_" ! ~}.!l__ __!l. ~29 _ _~, " G la~1--:1 ._oo__~'! !!L-...!! lll4.. II e e Recommendation to Audit Committee HCAD Account # 024-157-000-0048 Resale P040 Taxes + Costs $8,656.54 Adjudged Value $6,300 Offer Name: Bid Amount: Jessica McGlothlin $6,300.00 Recommendation: Approve Reason: x I Bid is equal to the adjudged value. Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: aMMARY OF FORECLOSURE ACTIVITY e 024-157-000-0048 Property Struck off for: Value 1998-55148 City of La Porte & La Porte Independent School District Blackwell, 0 A September 13,1999 STRUCK OFF DATE: January 4,2000 October 27, 1999 January 14, 2000 STRUCK OFF TO: City of La Porte Bill Bailey, Constable Precint No 8 Lobit Lots 5, 6, 7 & 8 Block 988 La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $ 6,300.00 12,500 SUMMARY OF SALE ACTIVITY BIDDER: Jessica McGlothlin AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: BIDDER'S ADDRESS: 1422 Magnolia Bend West $6,300.00 $630.00 $5,670.00 BIDDER'S PHONE NO: 281-573-4684 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $1,418.34 20.95% $3,402.33 50.25% $1,950.62 28.81% $6,771.29 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES ESTIMATED AMOUNT AMOUNT OF COURT CONSTABLE/PUBLICA TI AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST ON FEE (TISD) FEE DEED RECORDING FEE TAXES $6,300.00 $1,054.00 $175.00 $406.25 $250.00 $4,414.75 PRORATED TAX AMOUNTS TO EACH JURISDICTION OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $924.73 20.95% $2,218.25 50.25% $1,271.77 28.81% $4,414.75 Amount of Bid: Costs: -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Cost -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas Costs + Taxes $8,656.54 Adjudged Value $ 6,300.00 $6,300.00 Total: $1,004.00 $50.00 $0.00 $175.00 $250.00 $0.00 $406.25 Lavonne Brunt $4,414.75 Amount in Judgment: $1,950.62 $3,402.33 $1,214.55 $203.79 $0.00 $6,771.29 % 28.81% 50.25% 17.94% 3.01% 0.00% 100.00% Amount Received $1,271.77 $2,218.25 $791.86 $132.87 $0.00 $4,414.75 P040 HCAD: Appraisal Record Detail . e e Page I of 1 Real: Account Number Address Owner Name Advanced Personal: Account Number Address Owner Name Advanced Real~ PU"opeU"~y ACCOIl.1lR1~ HCAD Account # : 0241570000048 Tax Year: 1999 Owner Name: CURRENT PROPERTY OWNER Owner Address: 00000-0000 Property Address: 0 LOBXT AV 00000 Legal Description: L TS 5 6 7 & 8 BLK 988 LA PORTE State Class Code: 01 -- Inventory Homestead Exemption: -- Special Exemption: -- Jurisdiction Codes: 020 040 047 071 Overlapping CAD: No Capped Account: No Notice Date: 04/13/1999 ARB Approved: 08/13/1999 Value Status: All Values Certified I Your taxes will be based on Appraised Value, less applicable exemptions, if any. Use market value for comparison with your neighbors. Valuation: Previous Change Appraised Market Value Value Land: 6,300 0 6,300 Improvement: 0 0 0 AgjTmbrjSpc : 0 0 0 Total Value: 6,300 0 6,300 6,300 Note: For any problems or questions with any account, please email Account Questions with the account number (if you have it) and the nature of the problem or question. For technical questions (and technical questions only), please email the webmaster. Home Records Maps Forms Links Index New! / ~ . I . Home R~~ords Maps Forms Links .In_~@~_ New! " http://data.hcad.orglcgi-bin/AV/ A VDetail.asp?acct=0241570000048 3/21/00 -- e E fACET 6254D Scale 1" = 200' PUBLICATION DATE: Octob.r 06, 1999 N + 5 w 15 III 6 t>l ~ Z t>l > <I: E- CD o ...J III 32 \~032 III 3 l.Q\Iz'\4 III ~l!.-Q.O~9_ _ !l 29 125 ~~_O~7_ _ !ll i 27 125 ~ i 26.Qw.!l III : 25~5 ~I ~ g4;Q.O.13_ _ ~' ,~23 125 ~ ~g?~L!l Q 21~~ ~ ~~----~ ~19.. _ _ - - ~ !I!____~ 17 1~ 13 25 7 t _ _2~ _ _ ~ 2 III ------- ~_____!J 1_ -Q.O~2_ _ !II ~_____!3 p-----~ 1 A!lll!L!l B III ~ !1 _.0.9'19_ _ !l ~\O \,..125 III ~~l_ _ Illl~ __ \.3_ .q05: \.4_ _ _ ~5_ __ \6 115 w ~ Z W > <I: ...J ...J o c:: c:: <I: U N ~' ~ N 25 UI - - - _.,!'I! ~ N ~ N !l_____l!lJ ~-----~ 7:9Q.4L _ \!l. 6_____l!! 5!lS4 _ _ ~ 4 III ~====~I g-1!L. ; \.Q021 III e e Recommendation to Audit Committee HCAD Account # 006-114-000-0051 Resale P143 Taxes + Costs $31,611.87 $27,800 Adjudged Value Offer Name: Bid Amount: Anna Jay Felscher $10,000.00 Recommendation: Approve Reason: X IBid is higher than the average lot value. Will need to be approved by all three taxing autho City demolished the house 3/12/04 I Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/19/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: .SUMMARY OF FORECLOSURE ACTIVITY tit 006-114-000-0051 2000-17540 City of La Porte & La Porte Independent School District Sandra Mann, Anthony Paul Mann, David Mann & Paul George Mann September 26,2001 STRUCK OFF DATE: March 5,2002 November 30, 2001 March 26, 2002 STRUCK OFF TO: City of La Porte Bill Bailey, Constable Precinct No 8 716 S Blackwell Lots 51 & 52 Block 24 Baytront to La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $ 27,800.00 6,250 SUMMARY OF SALE ACTIVITY BIDDER'S ADDRESS: 726 S Blackwell La Porte, TX 77571 BIDDER: Anna Jay Felscher AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: $10,000.00 $1,000.00 $9,000.00 281-471-2403 BIDDER'S PHONE NO: PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $5,597.59 23.68% $11,921.71 50.43% $6,121.57 25.89% $23,640.87 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES ESTIMATED AMOUNT AMOUNT OF COURT CONSTABLE/PUBLICA TI AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST ON FEE lTIsm FEE DEED RECORDING FEE TAXES. $10,000.00 $1,396.00 $2,625.00 $3,700.00 $250.00 $2,029.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $480.42 23.68% $1,023.19 50.43% $525.39 25.89% $2,029.00 Amount of Bid: Costs: -District Clerk -Tax Master -Costs -Publication -Abstract Fee -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State ofTexas Costs + Taxes $31,611.87 Adjudged Value $ 27,800.00 $10,000.00 Total: $1,346.00 $50.00 Chris Stacey $2,450.00 Demolition of House 3/12/04 $175.00 $250.00 $3,700.00 Luaine L Quast $2,029.00 Amount in Judgment: $6,121.57 $11,921.71 $4,785.49 $812.10 $0.00 $23,640.87 % 25.89% 50.43% 20.24% 3.44% 0.00% 100.00% Amount Received $525.39 $1,023.19 $410.72 $69.70 $0.00 $2,029.00 P143 e HARRIS COUNTY APPRAISAL DI&CT REAL PROPERTY ACCOUNT 006114'Zi"0051 2002 ACCOUNT INFORMATION STATE CLASS CODE: Al -- Real, Residential, Single-Family OWNER INFORMATION LOCATION INFORMATION Owner Name: MANN F Property Address: 716 S BLACKWELL ST Owner Address: 716 S BLACKWELL ST LA PORTE TX 77571 LA PORTE TX 77571-5827 Legal Description: LTS. 51 &. 52. BLK 24 BAY FRONT TO LA PORTE EXEMPTIONS INFORMATION. JURISDICTION INFORMATION Homestead Exemption Code Jurisdiction/Taxing Unit 2001 Rate 2002 Rate -- 020 LA PORTE ISD 1.63000 1.68000 Special Exemption 040 HARRIS COUNTY + 0.64627 0.64627 C -- Prorated Exemption RELATED. ENTITIES Disabled Veteran Exemption(s) 047 SAN JACINTO JR 0.13071 0.13071 COLLEGE DISTRICT -- 071 LA PORTE, CITY OF 0.71000 0.71000 VALUE STATUS INFORMATION Notice Date: 4/26/2002 Value Status :. AU Values Certified Capped Account: No. ARB Approved :.8/9/2002 VALUATION INFORMATION. Valuation 2001 Aooraised Chance 2002 Aooraised 2002 Market Value Land: $7,800 $0 $7,800 Improvement :. $26,200 $1,500 $27,700 Ag/Tmbr/Spc :. $0 $0 $0 Total Value: $34,000 $1,500 $35,500 $35,500 RESIDENTIAL IMPROVED DATA [E)] Parcel ID : 20 - 00921.4 - 29.0. - 032.0 - 0 / 000 - 001. 6 Land Use: 101 -- Residential. 1. Family land Area: 6,250 sq. ft. CAMA Class: RIl. -- Residential Improved Map Facet: 6253B Total living Units: 1 Key Map : 540Z Year Built: 1950 Neighborhood: 2145 Style : Traditional Exterior Wall: Shake / Shingle Stories : 1 Foundation : Crawl Space living Area* : 1,074 sq. ft. Heating / Air: None Bed / Bath : 4 /1, full, 1 half Attic : None Rec / Total Rooms : 0 / 6 Physical Condition: Fair Wood Fireplace : 0 Grade : D Metal Fireplace: 0 Status : Dwelling Other : Shed * The living Area for residential properties Is calculated by measuring the outside perimeter of the structure and includes only finished, habitable residential space. Lower level living area and finished attic space are included in the living area calculation, but unfinished attic space and attached or detached building features such as open porches, garages, and other minor buildings are calculated separately. e e m w 0"1 W :!:: s N Scale'" = 200 PUBUCATION DATE: M.y 03. 2002 Harris County Appraisal District 9 5 1 FACET 62538 w 10 6 2 11 7 3 12 8 E e e Memo To: Melissa Saavedra, Financial Services Technician Kathy Powell, ~ager Debbie S. Wilmore, Chief Building Official Nick Finan, Interim Planning Director Demolition File From: CC: Date: Re: 3/12/2004 Dangerous Building Demolition The city recently completed demolition of three (3) condemned structures. Please utilize this memo for billing purposes as well as the deletion of improvements from the property in question. Thank. you. 1) 217 N. Broadway St. (BIk. 61; Lots 25-28; La Porte) (HCAD #023-194-000-0025) Felix Vigier - 1438 MacClesby Ln. - Channelview, Tx 77530-2288 (Owner) Timothy & Rotina Wells - 211 S. S. 4th Street - La Porte, Tx 77571 (New Buyer) Demolition Date: 03-09-04 $2,044.00 Demolition Cost: 2) 506 Circle Dr. (Blk. 30; Lot 17 & E. ~ of 18; Beach Park) (HCAD #007-002-000-0017) Myra Berryhill % Audrey Bell - 113 Hudman Dr. - Livingston, Tx 77351-2486 Demolition Date: 03-09-04 $1,750.00 Demolition Cost: 1 e 03/12/04 Demolition Billing Memo 3) 716 So. Blackwell (Blk. 24; Lots 51,52; Bayfront) (HCAD #006-114-000-0051) City of La Porte Demolition Date: 03-09-04 Demolition Cost: $2,450.00 (Do not bill) . Page 2 e Q\:J:J Page 2 e e Recommendation to Audit Committee HCAD Account # 023-208-089-0003 Resale P198 Taxes + Costs $20,850.84 $14,300 Adjudged Value Offer Name: Bid Amount: M. L. Phillips $5,000.00 Recommendation: Approve Reason: X IBid is higher than the average lot value. Will need to be approved by all three taxing autho City demolished the House 5/03/1993 I Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: . aUMMARY OF FORECLOSURE ACTIVITY e 023-208-089-0003 Property Struck off for: Value 1999-12071 City of La Porte & La Porte Independent School District Young, Lucille etal April 11, 2000 STRUCK OFF DATE: October 3,.2000 June 22, 2000 . October 17, 2000 STRUCK OFF TO: City of La Porte Bill Bailey, Constable Precint No 8 428 North Fifth Street Lots 3 & 4 Block 89 La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $14,300.00 6,250 SUMMARY OF SALE ACTIVITY BIDDER: M L Phillips AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: $5,000.00 $500.00 $4,500.00 BIDDER'S ADDRESS: 432 N 5th Street La Porte, TX 77571 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT BIDDER'S PHONE NO: 281-471-2301 COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $4,482.01 24.01 % $8,864.85 47.49% $5,318.98 28.50% $18,665.84 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES ESTIMATED AMOUNT AMOUNT OF COURT CONSTABLElPUBLlCATI AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST ON FEE (TISD) FEE DEED RECORDING FEE TAXES $5,000.00 $690.00 $175.00 $1,070.00 $250.00 $2,815.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $675.93 24.01 % $1,336.91 47.49% $802.16 28.50% $2,815.00 Amount of Bid: Costs: -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Cost -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas Costs + Taxes $20,850.84 Adjudged Value $ 14,300.00 $5,000.00 Total: $640.00 $50.00 Chris Stacey $0.00 $175.00 $250.00 $0.00 $1,070.00 Ronald Nelson Brown $2,815.00 Amount in Judgment: $5,318.98 $8,864.85 $3,810.66 $671.35 $0.00 $18,665.84 % 28.50% 47.49% 20.42% 3.60% 0.00% 100.00% Amount Received $802.16 $1,336.91 $574.69 $101.25 $0.00 $2,815.00 P198 LMAR0254 Location ID HCAD Number . . . . Alternate Search Method Location address . . . Primarty related party Lien number . . . . Lien status . . . . Lien amount . . Lien type . . . . . Lien open date Lien close date . Alternate lien ID Press Enter to Continue. F2=address F12=Cancel e City of La Porte Display Lien e 4/14/05 15:05:46 4988 023-208-089-0003 428 N FIFTH ST CITY OF LA PORTE 000000838 o O=Open C=Closed 2800.00 DEM DEMOLITION 5/03/93 00839220 P210482 ., . ". Real: Account raber Address Owner Name Advanced" Personal: A~umber Address Owner Name Advan_ Real Property Account HCAD Account # : 0232080890003 Tax Year: 12000 II Owner Name: CURRENT PROPERTY ONWER Ownership History... Owner Address: 428 5TH ST HOUSTON TX 77044-0000 Property Address : 428 5TH ST LA PORTE TX 77571 Legal Description : L TS 3 &. 4 BLK 89 LA PORTE State Class Code : A1 -- Real, Residential, Single-Family Homestead Exemption : -- Special Exemption : C -- Prorated Exemption Disabled Veteran Exemption(s) : -- Jurisdiction Codes: 020 040 047 071 Overlapping/Shared CAD : No Capped Account: No Notice Date : ARB Approved: 8/4/2000 Value Status : All Values Certified Your taxes will be based on Appraised Value, less applicable exemptions, if any. Use market value for comparison with your neighbors. The appraised value below will reflect the homestead cap if applicable. Valuation : TY2000Pre Land: Improvement : Ag/Tmbr/Spc : Total Value : vious 5,000 9,300 o 14,300 Change o o o o Appraised Value 5,000 9,300 o 14,300 Market Value 14,300 5-Year Value History... Note: Home Records Maps Forms HeAD Info Links News For any problems or questions with any account, please email us with the account number (if you have it) and the nature of the problem or question, q, .' er Address Owner Name Advanced a umber Address Owner Name Advan~ Improved Residential Property Data Account Number: 0232080890003 Location : 428 5TH ST IT] Tax Year: 2000 View Main Screen Parcel ID : 20 - 00921.3 - 06.0 - 039.0 - 0/000 - 001 1 Land Use: 101 -- Residential 1 Family CAMA Class: RIl -- Residential Improved Total Living Units: 1 Year Built: 1955 Style : Traditional Stories : 1 Living Area: 920 sq. ft. Bed / Bath : 2 I 1 full, 0 half Rec / Total Rooms: 0 I 4 Wood Fireplace : 0 Metal Fireplace : 0 Other : Land Area: 6,250 sq. ft. Map Facet: 6254C Key Map : 540X Neighborhood: 2164.1 Exterior Wall : Asbestos Foundation: Crawl Space Heating / Air: None Attic : None Physical Condition : Fair Grade : D Status : Dwelling For any problems or questions with any account, please email us with the account number (if you have it) and the nature of the problem or question. Home Records Maps Forms HeAD Info Links News Harris County Appraisal District ;=~=~~~~;\ ~~=~~jT1-~]===~: ~-~-Q--~~----~~\ ~~----- ~i'o n - - - ill '= 23 ~ - - - \ql \ ~iO -12 - - ~f1- - - - - \q r: 22 ~n - \q\S t;;,ii - itl[- ._______1 t--",*-- ~ f'__~- ~!2____::J\ ~].~-m--!l ~R_~8._ '"13 lIl\ 1= 20 '" II> l\l ';:13 lfr::: ------- ---a~-- ---~- ~4_ _ n _!l ~~g_ t-"'- _!I ~!.4_ -- -- 15 = ""IB 0 = 1Il15 0 i6- _,;.n -= ilIf -;2~ - - \q13D13D S!16- ~2; -- !'~- - - - - - ~~L___~ ~gL___!1 ~~L___~ !Jg4_____; =23"" 11 ---S---- g2_ _q.11.. _ !I 21 (;'" D 20-~--~ ~~r==~ '=!I_ _On _ !I 17". III g!t____l:'1 28 =1 i~~===~1 126 III !~ ~~ ~ ~ ~II ~~-~~-~: ~23 ii =' ~~=~ ~21_ ..._ _ _ !II ~gp- ~ - - - ~I =19 = ~la= = = = =!i 1117 i2l lIll =4 =1 ~~~~:~:!II ~~-----~' ~1_____~ '" B,C). '"I ~--q!r-~ ~j- - - - - ~I ~.9_____~1 ~l == ~i?~ ~ = = ~! ~_ _ _ _ _!II ;~-----~ ~Ili_ _ _ _ _!I =18 121_ =1 a)\j =- ~29- - - - - =1 ~~~==~j ~ 'Z1 =1 ~~====~I lIl' e I Scale '" = 200' PUBLICATION DATE: M., 18, 2004 E-o rzJ rzJ et: E-o v.l o Z IN :x:: E-o et: o Z ;r. ~it-lIl '"g '" !:'_.o --~ ~O _...EL-~ ~L__--!I ~l2_.9.o1.1- _!I ~~.-!! ~~_ - __ _!I ~li _-oDl4.. _ !l :18 125 E-o rzJ tz:I et: E-o v.l o et: t'? :x:: E-o et: o Z =32 lZ~ '" ~31-!~5--= ~~0..Mi4- _ !I 1l29... Il =28 621 == _ _ l.OO33- - - =27'25 l\l ~ g6 ...&ll~ - !I =25 126 = ~~A--~ 123 115 = ~g2_18i'~ - =, =21'H = ~go..& _ !l ~19.& ~ .18, ~ ~17 .q~F E-o tz:I r.J 0:; Eo< v.l :x:: Eo< ~ :I: Eo< 0:; o z ~~= === = ~I !l~_.0.9t8_ _ !- =29 = -------- =28 12& = li27619i _ _ _.QOZ6 -- .l\l211... '"~ ~~ 1;17- - fl _ ....--0023. - - ~,_!ll ~Il.~_ llll!;- - -~~ _ _ _-0019.. - - ~~-----~ =19 125 = ~lll_-Om1.. _ !I !!7 1~ IMPROVED) Eo< tz:I rzJ D:: Eo< en :I: ~ ~----_!I ... !lJ.1J8b_ _.:' .... lil15 III Eo< _______ ~ l\l16 ,& Z (UNIMPROVED) E STREET (UN ~ m Eo< tz:I r.J et: Eo< v.l :x:: Eo< co :I: Eo< D:: o z MADDISON NORTH !l;R ~~ _ _ !l !l~1_____!I ~~o_ _ _ __; ~gll_ _ _ _ _ !l ~-----~ ~Z7..____~ ~g6_____!J ~g5----_!I ~~-6- - _!l Il~~~!ll--!I ~22 NeD = ~21-~~- - fJ =20~~- - i ---M---- ~1Jl_S___!J ~lB_ _ _ _ _ ! 317 1~ = jl! -=. D N e L~25 N ~- - w+. ~-- '~-.qQ ~2__ ~!i_ _ ~1 . 5 FACET 2.6254C - 2 ~ - 6 ~ ~ - 10 11 12 .lIl3Z0li'f2 1Il1 '-~1_ ~I~ _ _ ~, ~-----~ gg__ _ _ _ !II IgB_ _ _ n !I' I g7_ -<lOU _ !II ~26 = ~g~ = = = ~ ~I ~~.t 0i!l =23 125 :I ~g2_ _ _ _ _ !l =21 == ~~o= = = = =~' .~____!l' 1ll_____!I 17 1.8. = 1 '25 l!l' ------=, ~l_____~' l2_ _ _ _ -!II L~ 31Q11_ _ !ll ~====1 16 .1lS = In. r \25~. '2-.ot l\l :-;>1'_- ~ 3 426_1!! ~ ; 4 -=0003 Il' "1~. i 5 -OOO5rJ- ~61i .. = ~1~--i IlB.JbI ~ =9 ~4 =11 ~;JM-..!l ,= 11 12& == ~.oo33 = l3 -:.. '! ~I ~I4.()()13AlIl ".'1(l.JB"'" l\l 'lff-O:-,. 'il STREET ~L.~. _ _!I ilL _ __!II ~_~ ~-cm()._!l' =3 ftQ03 = 30 12& == ~~.. - - \q 29;;u~1 =5 405 == 2B 125 lCl = '6 .00:;:- - i: 27~7- --= l7.o~__~ ~92Ji__!I ~~~~I ~!! .0008 _ _ !I g4~R - !l' ~ 125 = 23 12& lei !l! ~32- _ !I g2- .qlll'_ - !I S12 ,~ ~~I ~..0013_ _!l go~ - ~ illl4..6 III 19..5 IllI ~i.P~l3_ _!I -JjA~ - ~ ~16 125_ =:I 17 125. == WEST ~;K ~; _ _!! ~~I_~O~ _ _ ~ =30 _.!!!._~ 19l1_ -42f - !!, ~~B_.o021, _ ~ 1127 125 ...' 126 417 'II . _ !-OOa5- - ; ~ 25 121 ....' ~g4..om3- _ ~I ~23 '25~. ~22-=~- - !I ~ 21 '26_"__~'1 ~20 ~A _!l, ~ - Ut' ~19 121~. -!!l_~- - ~ 17 u.s. COol - ~I ...-."=- - - =! - - lIll '~;I E;;j ~ ~~-~i L_'i: -3--- l\l . '" 5_ - ~ N 32 iIi' III -_____!'I ~1_____! ~- - - - - !' 29 III ~C===~ 27_____!l :S: _ = ~!. - ~~ - - :: .?-----; 3 Il ~=~===~I ~-----~ !l____~ ~2.. ~~_ _ .!J' :!1_ _ _ _ _ ~ 30 l\l ig9====~:!:1 ~===J Uti 121 III' ~~~===jl 3 lC, ~=====}11 L___ _1ll1 R ~ ;!2_ ~ _ _!l ~I- - - - - ~ ~_ _ _ _ _ !l gll_-<<!O~L!l gB_ - - - - !I - 6254C12 TYLER STREET WEST 32~= ~t-!L~ 30 IllI 2i 32Z: ~:!: ~==: 2.&_ = l\l e e Recommendation to Audit Committee HCAD Account # 023-257-082-0026 Resale P145 Taxes + Costs $12,091.51 $7,370 Adjudged Value Offer Name: Bid Amount: Wade Cooper $3,500.00 Recommendation:' Approve Reason: X (Bid is higher than the average lot value. Will need to be approved by all three taxing autho City demolished the building 2/2001 , Reject Reason: Reviewed By: Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: aUMMARY OF FORECLOSURE ACTIVITY e 023-257-082-0026 2001-02459 City of La Porte & La Porte Independent School District Robert L Biaza and Minnie Evelyn Biaz April 26, 2001 STRUCK OFF DATE: June 1, 2001 September 18, 2001 STRUCK OFF TO: Bill Bailey, Constable Precint No 8 213 E Main Street Lot 26 Block 182 La Porte September 4, 2001 City of La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $ 7,370.00 3,250 SUMMARY OF SALE ACTIVITY BIDDER: Wade E Cooper AMOUNT OF BID: AMOUNT OF DEPOSIT: AMOUNT DUE: $3,500.00 $350.00 $3,150.00 BIDDER'S ADDRESS: 211 East Main Street La Porte, TX 77571 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT BIDDER'S PHONE NO: 281-471-0222 COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $2,835.99 26.00% $5,258.63 48.22% $2,811.89 25.78% $10,906.51 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES ESTIMATED AMOUNT AMOUNT OF COURT CONSTABLE/PUBLICA AD LITEM RESEARCH FEE & TO BE PRORATED TO BID COST TION FEE (TIS D) FEE DEED RECORDING FEE TAXES $3,500.00 $760.00 $175.00 $0.00 $250.00 $2,315.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $601.96 26.00% $1,116.19 48.22% $596.85 25.78% $2,315.00 Amount of Bid: Costs: -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas . Costs + Taxes $12,091.51 Adjudged Value $ 7,370.00 $3,500.00 Total: $710.00 $50.00 Chris Stacey $0.00 $175.00 $250.00 $0.00 $2,315.00 Amount in Judgment: $2,811.89 $5,258.63 $2,432.62 $403.37 $0.00 $10,906.51 % 25.78% 48.22% 22.30% 3.70% 0.00% 100.00% Amount Received $596.85 $1,116.19 $516.34 $85.62 $0.00 $2,315.00 P145 . .", er Address Owner Name umber Address Real Property Account HCAD Account # : 0232570820026 Tax Year: 12000 iii' Owner Name : BIAZA ROBERT L SR Ownership History... Owner Address : 522 S SHADY LN LA PORTE TX 77571-7250 Property Address : 213 E MAIN ST LA PORTE TX 77571 Legal Description : L T 26 BLK 182 , LA PORTE State Class Code : F1 -- Real, Commercial Homestead Exemption: -- Special Exemption : -- Disabled Veteran Exemption(s) : -- Jurisdiction Codes: 020 040 047 071 Overlapping/Shared CAD : No Capped Account: No Notice Date: 4/27/2000 ARB Approved: 8/4/2000 Value Status : All Values Certified Your taxes will be based on Appraised Value, less applicable exemptions, if any. Use market value for comparison with your neighbors. The appraised value below will reflect the homestead cap if applicable. Valuation : TY2000Pre Land: Improvement: AgjTmbr/Spc : Total Value : vious 2,440 7,960 o 10,400 Change o -3,030 o -3,030 Appraised Value 2,440 4,930 o 7,370 Market Value 5-Year Value History... Note: Home Records Maps Forms HeAD Info Links News For any problems or questions with any account, please email us with the account number (if you have it) and the nature of the problem or question. i"' Real: Account ber Address Owner Name Advanced Personal: Account Number Address Owner Name Commercial Property Data Account Number: 0232570820026 Location : 213 E MAIN ST Tax Year: 2002 View Main Screen [f] Parcel ID : 20 - 00921.5 - 25.0 - 012.0 - 0/ 000 - 001 3 Bldg / Unit: Year Built: CCI AMA Commercial Auxiliary Economic Area : 0 ass: Land U . Parking Miscellaneous CLUC se . Only) Structure Type: Total Living Units : 0 Total Units : 0 Land Area: 3,250 sq. ft. Building Area: 0 sq. ft. Land- To-Building Ratio : n / a Fronting Traffic: Secondary Artery Map Facet: 6254D Key Map : 540Y Neighborhood : C205.2 Building Class : E Net Rentable Area: 0 sq. ft. Office-Warehouse Ratio : 0 Building Grade: Traffic Code : Medium I Sequence II F~:::S I Wall Height Exterior Wall Phys Condition Construction Type Perimeter I AC Type Heat Type Use Type For any problems or questions with this particular account, please email Account Questions with the account number and the nature of the problem or question. For technical questions (and only technical questions), please email the webmaster. Home Records Maps Forms HeAD Info Links News . rls Int tra tri( ~ A.PPll --..: ~ e ----- l'BX....S ~ Scale 1" = 200' PUBLICATION DATE: August 21. 2001 N w+. e 5 FACET 6254D - - - - 1 2 3 4 - - 7 8 - - 11 12 !cl CD ~ 625405 g2- . ~ - ~ 21 ~_!' ~o_ -S- _ - ~ 1.!l_____!l 18 ____~ 17---.1Zii :!I L-Q01L!l '!12 125 :!II ~__n_!l ij_:9l11L!l l5 = 16-~~--= z g~ ..oWb- !l 21 125 = 20 311 :!I __.ooI~-- 1.!l_____~ l8_ _ _ ___r. 17,~ :!I ~~o. - i ~~~~~~~ l~-;; -19 - 61- - ;: 18- .8m7- _ !' 17 - 125 = STREET EAST 32 '25 r.1 ~I=====~ i~O_-O~9- _l!!. 129 12& :!II ~28 _ ~I ~~jjl~ _ !l. ~26 =! ~ 25 -,~ - - ~I 1124'21 -llO20 II, ~~ -:OQ.U_ _:!II 11ll2lif 'Z& .lll ::21 W7 ~ ~20--&sD37- -llll ;em~-= 18 ,Z6 lll' i7-~--~ STREET :!IL _ - - - .!'I =~-----.!II ~ -.QOO1... - .!" 4 =11 ~~~ - -~ 6 :!I 1a==~1 ~~~J 10'25 lll! u.~1 12 ::0035 - fll ~i!~.--~ 011 Ilj~!.4 1.9~ ~' ";:;; 11511115:tlO14 II .i8~ 16-.- - -;, ADAMS ST =33 Us ='1 -------- ~~- - - - - ~ ~I_____.!l 11130 :!I ~~i~; = =r.J =28 = ~~===~ ::~ :I ~~[ 12.- - -iJ :'24 ----..1 ~-[~~-~ 11123 III ~ :'::===~ ::21 :!I f~A2----.!l !lI9 lll, me - -,~- - -lll)tP ~ STREET III rs:l Nl_114- _.!ll => :!I 8 -O\l1l7 llll ~ ~9-O~i > ...: .... Ul .... ~ .... ~ o WEST MAIN ffTREET ,; 'Y C"' ~ 1, . .. I II .S .. 5 :4:3 :2:1 I i15 I I ~-0901: : I I I I I. I. I. 1ft ~:J _ _ _ _ - - !ll_TIL_.!1 . 9 -0007 I m------ Customer ID . . . . Last statement . . Last invoice Current balance . . Pending . . . . . . Previous balance Deposit balance . Type options, press Enter. l=Select Opt Code Description LMOl LOT MOWING/DEMOLITION MR430IOl F3=Exit F10=Combined detail F14=Deposit detail CITY OF LA PORTE ~cellaneous Receivables I~iry 561 Name: BIAZA,/LP B 182 L 26 2/07/01 Addr: 023 257 082 0026 0/00/00 LA PORTE B 183 L 26 1,500.00 LA PORTE, TX 77571 .00 A ACTIVE MOWING/DEMOLITION 1,500.00 .00 Open Activity 7/24/02 14:39:12 CHG Current .00 Total due 1500.00 Overdue 1500.00 Bottom F7=pending activity F8=Charge hsty Fll=Invoice inquiry F12=Cancel F21=Other tasks F9=payment hsty F13=Auto charges / 'Y\~S e e 4-b. HCAD Account # Taxes + Costs Adjudged Value Offer Name: Bid Amount: Recommendation: Reviewed By: e e Recommendation to Audit Committee 024-097-054-0005 Resale Pl44 $6,318.05 $6,300 Carlos Construction Services $4,400.00 Approve Reason: Reject Reason: X 'Bid is not sufficient to cover the costs associated' the judgment nor equal to the adjudged value. Kathy Powell At any time any jurisdiction that was party to the original tax suit can sell the property being held in trust for the lesser of: the taxes + costs or the adjudged value set out in the tax suit. 4/14/2005 HCAD ACCOUNT NO: CAUSE NO: PLAINTIFF(S): JUDGMENT AGAINST: JUDGMENT DATE: ORDER OF SALE: DEED RECORDED DATE: CONSTABLE: PROPERTY ADDRESS: LEGAL DESCRIPTION: aUMMARY OF FORECLOSURE ACTIVITY e 024-097-054-0005 1999-52240 City of La Porte & La Porte Independent School District Deborah Kay Young aka Deborah Kay Reed March 20, 2000 STRUCK OFF DATE: April 26,2000 October 11, 2000 STRUCK OFF TO: Bill Bailey, Constable Precint No 8 S 15th Street Lots 5-8 Block 754 La Porte August 1, 2000 City of La Porte ADJUDGED VALUE ( IN JUDGMENT): SQUARE FOOTAGE: $ 6,300.00 12,500 SUMMARY OF SALE ACTIVITY BIDDER: Carlos Construction Services AMOUNT OF BID: $4,400.00 AMOUNT OF DEPOSIT: $440.00 AMOUNT DUE: $3,960.00 BIDDER'S ADDRESS: 9804 Sparrow La Porte, TX 77571 PRORATED PERCENTAGED OF TAXES DUE TO EACH JURISDICTION BASED UPON JUDGMENT BIDDER'S PHONE NO: 713-384-0039 COUNTY, ET JUDGMENT TO AL. % SCHOOL % CITY % TOTAL AMOUNT DUE $1,295.11 24.64% $2,609.42 49.65% $1,351.52 25.71% $5,256.05 ASSOCIATED COSTS ON ORIGINAL AND SEALED BID SALES ESTIMATED AMOUNT AMOUNT OF COURT CONSTABLE/PUBLICA AD LITEM RESEARCH FEE & . TO BE PRORATED TO BID COST TION FEE ITISDl FEE DEED RECORDING FEE TAXES $4,400.00 $637.00 $175.00 $0.00 $250.00 $3,338.00 PRORATED TAX AMOUNTS TO EACH JURISDICTION OWED TO COUNTY % SCHOOL % CITY % TOTAL PRORATED AMOUNT $822.50 24.64% $1,657.18 49.65% $858.32 25.71 % $3,338.00 Amount of Bid: Costs: -District Clerk -Tax Master -Constable Fee -Publication -Abstract Fee -Ad Litem Fee Taxing Jurisdictions: City of La Porte La Porte ISD Harris County San Jacinto CCD State of Texas Costs + Taxes $6,318.05 Adjudged Value $ 6,300.00 $4,400.00 Total: $587.00 $50.00 Michael Landrum $0.00 $175.00 $250.00 $0.00 $3,338.00 Amount in Judgment: $1,351.52 $2,609.42 $1,108.17 $186.94 $0.00 $5,256.05 % 25.71% 49.65% 21.08% 3.56% 0.00% 100.00% Amount Received $858.32 $1,657.18 $703.77 $118.72 $0.00 $3,338.00 P144 .. i' Address Owner Name Advanced Address Owner Name Real Property Account HCAD Account # : 0240970540005 Tax Year: I?O~~JI Owner Name: YOUNG DEBORAH KAY Ownership History... Owner Address : 16039 WINDOM DR WEBSTER TX 77598-2602 Property Address : 0 S 15TK ST LA PORTE TX 77571 Legal Description : L TS 5 6 7 8r. 8 BLK 754 LA PORTE State Class Code : C1 -- Real, Vacant Lots/Tracts Homestead Exemption : -- Special Exemption : -- Jurisdiction Codes: 020 040 047 071 Overlapping/Shared CAD : No. Capped Account: No Notice Date : ARB Approved : Value Status : Value Unchanged Notice Not Required Your taxes will be based on Appraised Value, .Jess applicable exemptions, if any. Use market value for comparison with your neighbors. The appraised value below will reflect the homestead cap if applicable. Valuation : TY2002 Land: Improvement: Ag/Tmb~/Spc : Total Value : Previous Change Appraised Value 6,300 0 6,300 0 0 0 0 0 0 6,300 0 6,300 Market Value 6,300 5-Year Value History..~ Note: Home Records Maps Forms HeAD Info Links News For any problems or questions with any account, please email us with the account number (if you have it) and the nature of the problem or question, . Real: Account ber Address Owner Name Advanced Personal: Account Number Address Owner Name Advance Vacant Residential Property Data Account Number: 0240970540005 Location : 0 S 15TH ST Tax Year: 2002 View Main Screen IT] Parcel ID : 20 - 00920.2 - 14.0 - 019.0 - 0/ 000 - 001 0 Land Use: 100 -- Residential Vacant Land Land Area: 12,500 sq. ft. CAMA Class : RVO -- Residential Vacant Map Facet: 6253A Key Map : 580A Neighborhood : 2162 For any problems or questions with any account, please emaiI us with the account number (if you have it) and the nature of the problem or question. ,.".":,.'.)'."1.......,:,;... ..". ,",,-... ~ ".. , . Home Records Maps Forms HeAD Info Links News ~LLIll~2 ~~ - - ~l ~_1_ -:=lli ~~4- ~ 6253A6 . ~=-L ~~ _ -1l-3!l- ~2: -!II 1.1ll 2 III 31 = ------- ------; ~J_ _ ~&_ _ ;1 =_2_ _ _ _ _ ~ = 3 _...._= ;Ill 32 125 III ~~:ii ~ ~ ~ ~~ 1ll_3.0n __~ e i"J- _'~5 __l'1 ID 2 = ~-3-----iQ ------- = 4 ~ ~=rt = = = = ~ !'_6_____~ = 7 ~ ~-8----i: r,------- ,= 9 ~ ~ 10' - is - - ~ f;:11- - ~fl- i ~}~ =!~= ~ ,~.!:l_5!~- !I I~ 14 ~ = ~J~~~~~~ 1ll1l! 12& III WEST ::m. =32 liS = 1;------- III 3' ~ I"~g=~~~i _11-____ =_2a____~ -~----~ = 26 = ~=:e~~=~ ,~-~- - - - ~ ::_213____~ 1!ll_2~_ _ _ _ ;1 !t21 _ _ _ _ ~ ~)~~===: ~ .. JIL - - - ~ =J1. 12& = C 1ll...1 l'l 1 ,.. III ..--i~--;;. ~-~ - ;25n ~ = 4 \'3 ..-5-~i-~ Ill- 6" - ~2i - il = 7 = ==~;~==~ III _9_~0~7_ _ ~ III 10 '25 III =1.1_ ABf\- - i = 13 -'2II"""i 1ll1i----il ~J~ ~ ~ ~ =16 126 ~ STREET m- 121 =a~ _1~ _ _ ~ 131_ _ _ _ _ ~ w~o_ _ _ _ _ ~ Was.. 302 ~ =g/t ~~~ = ~ I~b--': I~~ - - = Igp'21 = =24. ___ - = =g3_____: =22. ~o!l_ _ : = 21.,. 1 w20 W = 19- ~4 - ii .. 1.8;01)31.. _ ~ 125 III l~l__l~-S__~ =3a..2~--~ I~ g _ _ _ _ _;1 =t!1_ -'- _ _ ;1 !l~_____~ =aD-____~ ~~-----~ =2a----~ 1~.5_ _ _ _ _ ~ =aa - - - - ~ '~ lI_ _ _ _ _!I =n - - - - ~ 1117 III 11126 III ~JL====~ =~====i llljl__ __ _l'1 lll~ _ _ _ ~ 1"1.0_ -i - - ~ lllgE - - - !l ~ _ -&!i _ ~ =22. - - - - ; =!2_ _~ _!I =21.. - - - - ~ ~1ll1.3_-;~-1II 1112Q.____l'1 = L4_ ,...,. ~ _!! =19_ - - - - ~ 1.5_ _~ n ~ IlllB_ _ _ _ _.!l \(Ii 125 :I" 125 lQ LA PORTE - I: 023-149 I S L -'~ - - ~ ~~_ III l!l ~_ ~ ~ = - i I;. -- .., .. ~ ~- - - - - ~ w.-Ji- - - - - ~ ~ ..B_ _ - lEI '~.J___=~~ ~_8___ = III ---;, 7a ..9_ - - - - ~ ,NlO.. _~ = ~11_ _~!i~ ~ ~!a. -~i - ~ .!lll:L~'" III 1ll14.. ~ ";-i ~15.. -g--i I~ -1~&--= 11132 '25 III ~1~ ~ ~ ~ ~ ~ W.3L---: !'ga----~ '!l.2lL___~ ~.?"L _ _ - - ~ I~~ft _ _ _ _!; ~gQ. - - -- ~ "~ III r.. ---- :'il _ - - - ~ l~g2. _ _ _ _ ~ r.g,I-- -- - ~ ~2Q.____lll ~l9_ _ _ _ _ : 1~1B_____~ 1ll.!7.. 125 l!l 9 FACET 6253A ~ 6 , N w+ 5 5 1 10 11 7 12 8 4 ::( M 10 N co lZb .a '~LeOOl- - ;: ~~~~ I~ _3_.0003 - ~ = 4 125 N "-'""2i'3~ I~ _5_-9005- - ~ I~J~t_'!..2!.~_~ III 7 = .lQ- 8 - ~25- - i 1= 9 '--i- ]1:10-.0023 - Vi ~l~-~ _ ~ ~12 125 :;: '~3_~~_~ ;t~~~_~5 ~. ~}g,.:O!J1.L~ =16 126 N WEST WEST 11ll=~i ='~"= _ ~ ll!! _Jl}~ iil 11129 125 ~ III 28,m3 III I;.~- _ -'};/-- " III ... .--- ~-2~~te-~ 111-24 - -,; - ~ ~23-"""IQ [=-22 - ,20 - il !l_~__ --i I~ZQ 1~ ill ~2~t9- II B A STREET llll '2& III 32'" III "tQ- i - - - - = -3i - - - - = -lll-i----"i:A -30----~ .(~=;;=~ )@=~~ 1115-OOOl111 28 III 111-6----~ -27~---i lll=i~~~~~ =2~t==.~ ~ ~ III ~_L...!!!_"1ll _2g ~ -!;i- - _L---!l _21\;;_ft_l'1 JL---~ _2~~_~-~ 11_ -N& _ ~ _2gS_ =- -; J~~2_= j!L_--~ JL___~ _2L---~ lL___!l JL_n~ JQ----~ Ja____~ _ 16 126 \!II. 17 125 = STREET '2& .3a _ '~S _ III .3L -"i: ~ll#-"i: L.giL - - i jfI -----= _27==---= 260--" =2~t!a!-~ 24 In iiJ-" 23~~-~ ~1~-~ N- - - - jl _0_ ~ _20 n 'i\ 1~---= JQ.====~ 17 126 = IIlI 12"5 In ~l___-_~ I~.?___t:::-..!l ~_3_n__~ ~_4______ i:l.P_ 5- - - !l 1~~lllA ~_ _ _ ~ 1ll.1_:g___~ j\ q III -...-a-- = 9 eft ;c[ = ~-lii ~-!:: - i ~=1i~=~=~ 11112 III ~-i3----i ~;=~===] = 16 126 :#3 .3a 1211 III ~1...~===~ 30 III ~~~~~~~ ~=a7=~==~ ;~!L___~ "25126 = ~~~~r~~ ~---_!' .2L---~ ~o. ~~~ - !! i!L _ _ _ !l 18_ _ _ _ _ 1II 1.7 125 ~ 1~_:t2~--~ lQ 31 = "ti 300028 - il ~~~:= ~~ ~ ~ H~= f.------- ,!l_ ~6.oool - ~ l!.~~ IIll 24 III ~~ ~= = ~ r-~--9-~ ~21 1Q Illl j!Q n _ _ ~ rm III ~~ .0029 - ~ ~-1;--~ 0) ~ en CtJ )> CtJ Scale 1" = 200 PUBLICATION DATE: May 07, 2002 E - L _ ~_ _ _~ ~Q. ~2! - - -~ ~_ 131- _ _Ill gl! ..lJl'l- _!l -0011 III 11128 -0027 III 1~_.- ~2; - - = = 2i ~2; - - -= 1~_-00\5- _lll ~~ - ~ ..~~ ~ g5_~&}\ _ ~ _11_____~ =2~ 125 :#3 _lB_ ~017_ _ ~ ~g3_ -1M;- _!I _ 1.9_ _ _ _ _!l III ga ~ _ _ - ~ =20 125 ~:#3n 12.5 = _ ~~ \; III ~I.~ - - = - ~ N13 12& = 14 ~ ~16-12& III y__"=--=_!l :1B_____~ "19_ ~~~ III ,lll~ 125 -'i\ u_ ~.: - - ~ 12 :;: ~13 - - - - ~ i------- 'IA _ m i 1;- ~- - - ~ iI6~---ifi . - - q- - - - 0117 0 = . - - ~-!i - - ~. 1.8_ it- ... - ~ !g_?_~_\1l 20 '2&": ~ =u 1a IQ ~ 30 1"2& =' iij2- :oOI,-~. 1ll-29~i9 -~ 1=,,, 126 = = 26 125 :q ~;-C)t~ ~ =~~~ =~ ~ ~ =15 III II 26-0024 III ~li::0013-= lQ-25----i =17_ = ~ = = ~ If: - 2-4 ~2; - - = ~ 18 III ~ 230022 III r !9_ ~~~~ il- i2 - '2&- - ifl =20126 1;1 =2~5 = . ,1&o.7'ICl' iQlCl '7 \6 '5' 4 ,3 ' 2 1918 I I I 0, , 'g . , lV1l, 1711 '~ ' ,-0001, ~OOl 1 all I 1 I I 3.25 1251 ~ 2&.J..2&. 2& 125.26 I fl g .. 5 i 2.t2~1W I I I i10 : 9 :8: 7: ~ fj 1-00061 I! ~ 1 11\1 1 g ;: I 1 \ 1- 331 U 125.25126 "1 , 1. f' 5 '4'3'2 '. . , . , , """ l!l , ,~ - I , ;:q 2& ~ 25~251 215 00 6254C1 0 10i 918:'7 , I I , I 1 I I I I 12 I 1 I I I ~~l'l!!I:!' ~6':! a~ ~:! -,~ ;: :-:'?:;: ~C?i ' ;: 33 125 2S1251 ~125 25.25 .25133 I , 1 ~ I L"'- 10'9'8 '76'5 4'3:2'1 ~ I I I I ~ I 1 I r, ~'llll!l'lll , '~:! I :t I" I" 1 1- ~ 3312&IJI25\RI252512 26~ ~ ~: ~ Harris County Appraisal District e e . 1 f ,f , 5. e e CITY OF LA PORTE Interoffice Memorandum TO: Barry Beasley, Councilman Howard Ebow, Councilman Chuck Engelken, Councilman Tommy Moser, Councilman Louis Rigby, Councilman Debra Brooks Feazelle, City Manager FROM: Cynthia Alexander, Assistant City Manager Shelley Wolny, Investment Office~ April 15, 2005 DATE: SUBJECT: Quarterly Investment Report For the second quarter of the 2005 fiscal year, the City's investment portfolio yield has been between 2.47% and 2.68%. The average return on the portfolio for the second quarter of the fiscal year was 2.57%, which is 24 basis points below the average yield of our benchmark, which was 2.81 % (see graph below). The current year to date in~est earned for the 2005 fiscal year is $401,339. City vs. Benchmark 3.00% 1.50% 2.50% 2.00% 1.00% ~.>.~ ~ ~~ ~b< ~ ~ ~b< ~ ~c, ~c, ~c, ,..-q ~.., ~~ ~~ ,..~ ci~ oc.o.(, ~o4. 'QfJ<:; ~~ ~~ ~:~ - Portfolio Yield - Benchmark At March 31st the City's portfolio consisted of 49% in Agency Notes, 33% in Texpool, 8% in TexSTAR and 10% in Logic (see pie chart below). By Investment Type 49% 10% I [J Texpool . TexST AR [J Logic 0 Agency Notes I The Fed has increased the overnight rate twice since December, and will likely continue this trend. With that said, our main focus is to continue to ladder the portfolio. I e e At the end of the second quarter, the City's portfolio consisted of 52% of the portfolio maturing overnight (see graph below). 16% of the City's portfolio matures in one year and 32% of the City's portfolio matures in 12-24 months. By Investment Maturity ~S2% 16% I 0 Overnight 111-12 Months o 12-24 Months I Currently, the 3-month T-Bill is at 2.80%; 2 year, at 3.73%; 5 year, at 4.17%; and, the 20-year is at 4.89% (see yield curve below). Yield Curve 5.50% 4.50% 3.50% 2.50% 1.50% 0.50% 0 5 10 15 20 -3 Months Ago -Current The overnight rate is currently at 2.75%. We will continue to focus on 1addering the portfolio to maintain a constant cash flow and a liquid position. 2 Year T-Note 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% ~~~'> ~~~ ~~~q ~~q"" ~l"" ~~q'> ~~q" ~~qq ~~.... ~~~,., ~~~'> In summary, we will continue to invest the City's funds in conservative investments, as authorized by the Public Funds Investment Act, always keeping in mind Safety first, and then Liquidity and lastly Yield. 2 e e Portfolio Composition and Value lSofMarcb31,1005 100.00% 80.00% Par Book Market Days 10 Value Value Value Maturity Investmenl Pools 19,428,518 19,418,518 19,428.518 1 Agencies 17,977,408 17,977,408 17,790,320 422 Total 37.405,927 37,405.927 37,218.838 203 Book Value Percenl 0-3 months 19,428,518 51.94% 9-12 months 5,989,391 16.01% 1-2)'el\lS 1\,988,017 32.05% 2 or more yeaIll 0.00% Total 37,405.927 100.00% Pooled Funds Bond Funds Ponfolio Yield 2.68% 2.64% Benchmark Yield. 3.09% 2.80% Total 2.66% 2.95% 60.00% 40.00% 20.00% 0.00% 1nvestmenl Pools Agencies 51.94% 48.06% _Mar-05 _Sep-04 ...-Mar-04 Investment Maturity Schedule as of Marcb 31, 2005 Portfolio Performance for the montb of March 1005 Weighted Average Maturity 6.82 months I clay 5.89 months .The pooled funds benchmark is based on the average monthly yield of a 6-month TreasUJy. The bond funds benchmark yield is based on the average monthly yield of a 3-month TreasUJy. The IOtal is based on weighted average monthly benchmark yields. Pooled Funds Bond Funds Total CPortfolio Yield .Benchmark Yield. Portfolio Earnings for montbs ended Marcb 31,1005 Budaet Actual Percent General 236,410 126,821 53.64% Enterprise 41.540 15,938 38.37% 150.000 Internal Service 64,200 36,976 57.60"A. Total 342,150 179,735 52.53% Yield Curve 5,00% 4.50% .:Ill 4,OO'llo 3.50% - 3.00% ~. 2.5O'llo 2.00'll0 ....- 1.5O'llo 1.00% 0.50% O,OO'llO 3ma Sma Iyr 2yr 5yr I__J."'OS -6-Fel>05 -11-_-051 GcuaaI l!aterprise CS.. Inlemal Savil:e . Actua1 WAM . Pooled Funds 10 9 8 7 8 S 4 3 2 1 S 1,516,973 S 743,326 Average for March 2005 2004 96.10% 98.12% 3.90% 1.88% 100.00% 100.00% % offunds invested in: Securities & Pools Bank DeposilOly Total % of funds invested Operating Account Balance Jan-OS Feb-OS Mar-OS 3 e e RESULTS OF CASH MANAGEMENT ACTIVITY FOR MARCH 2005 Monthly Summary Report of Cash Management for March 2005 2. Calculation of Purchasing Effectiveness e ADJ T-BILL 0.078% 0.155% 0.155% 0.155% 0.078% 0.077% 0.078% 0.155% 0.078% 0.155% 0.077% 0.078% 0.077% 0.229% 0.008% 3.000% 3.130% 0.196% 0.007% 2.569% 2.780"10 7 .642% 0.255% 91,540,323.30 3,058,016,77 3,051,344.11 3,058,016.77 30 0.352% 0.219% 0.217% 0.239% 0.033% 0.033% 3.000% 3.060% 40% 40% 50% 30% 3. 3. 3. 3. e 0.292% 0.010% 3.03% T-BILL = u.s. TREASURY BILL; T-NOTE = U.S. TREASURY NOTE; T-BOND = U.S. TREASURY BOND; CMO = COLLATERALIZED MORTGAGE OBLIGATION; TEXPOOL = TEXAS LOCAL GOVERNMENT 2 6 MONTH T-BILL 3.000% 3.000% 3.000% 3.000% 3.000% 3.000% 3.000% 0.314% 0.82% 0.81% 0.202% 0.028% 0.029% 3.000% 3.130% 0.257% 0.009% 2.644% 2.790% 9.722% 0.325% 116,459,826.30 3,890,730,83 3,881,994.21 3,890,730.83 30 2.68% 00.00% 197,874,689.86 2,013,557.50 TOTALS 1. Purchases and Associated Interest Rates 3.000% 3.000% 3.000% 3.000% 3.000% 3.000% ADJ RATE 0.082% 0.159% 0.158% 0.156% 0.078% 0.069% 0.068% 0.36% 0.065% 0.126% 0.061% 0.060% 0.058% RATE 3.175% 3.080% 3.050% 3.020% 3.000% 2.680% 2.640% 2.625% 2.500% 2.435% 2.375% 2.300% 2.250% RATIO OF TOTAL 2.588% 5.76% 5.76% 5.76% 2.585% 2.581% 2.588% 5.172% 2.585% 5.176% 2.567% 2.588% 2.566% DAYS * COST 31,006,838.60 62,000,000.00 62,000,000.00 62,000,000.00 30,963,726.90 30,921,311.15 31,000,000.00 61,953,675.46 30,968,515.78 62,000,000.00 30,743,488.33 31,000,000.00 30,742,104.18 INVESTMENT COST 1,000,220.60 2,000,000.00 2,000,000.00 2,000,000.00 998,829.90 997,461.65 1,000,000.00 1,998,505.66 998,984.38 2,000,000.00 991,725.43 ,000,000.00 991,680.78 DAYS HELD 31 31 31 31 31 31 31 31 31 31 31 31 31 RATE 3.175% 3.080% 3.050"10 3.020% 3.000% 2.680% 2.300% 2.250"10 2.640% 2.625% 2.500% 2.435% 2.375% INVESTMENT COST 1,000,220.60 2,000,000.00 2,000,000.00 2,000,000.00 998,829.90 997,461.65 1,000,000.00 1,998,505.66 998,984.38 2,000,000.00 991,725.43 1,000,000.00 991,680.78 05 05 05 05 05 05 05 05 05 05 05 05 05 END DATE 3 3 31 31 31 31 31 31 31 31 31 31 3 3 3 3 3 3 3 3 3 3 3 3 3 3 05 05 05 05 05 05 05 05 05 05 05 05 05 START DATE 3 3 3 3 3 3 3 3 3 3 3 3 3 TYPE AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. AGY. 2.569% 2.780% 3,051,344.11 3,058,016.77 05 05 3 3 3 3 05 05 3 3 3 TEXSTAR TEXSTAR 2.671% 2.535% 2.625% 2.653% 2.688% 2.768% .750% 7.163% 6.912% 7.626% .039% .042% 140,749,798.00 85,798,969.08 82,798,969.08 91,348,797.26 12,449,828.18 12,479,770.66 14,074,979.80 14,299,828.18 13,799,828.18 13,049,828.18 12,449,828.18 12,479,770.66 10 6 6 7 I I 2.671% 2.535% 2.625% 2.653% 2.688% 2.768% 14,074,979.80 14,299,828.18 13,799,828.18 13,049,828.18 12,449,828.18 12,479,770.66 05 05 05 05 05 05 1 17 23 30 3 3 3 3 3 3 3 3 05 05 05 05 05 05 11 17 23 30 3 3 3 3 3 3 3 TEXPOOL TEXPOOL TEXPOOL TEXPOOL TEXPOOL TEXPOOL 2.644% 2.790% 3,881,994.2 3,890,730.83 05 05 31 31 3 3 05 05 3 3 3 LOGlC LOGlC 12,013,557.50 TOTALS e e Monthly Summary Report of Cash Management, Continued - J. Comparison to Performllnce IndiClltor - 7. DiversiJiClltion of Investments 2 Year T-BiII This Months Adjusted Rate 2.68% - Measurement Rate 3.03% A. By Investment Type +/- Adjustment for Past Perfonnance History 0.03% = Perfonnance Rate for the Month (Basis Points) -0.38% ':t:"~ This Months Perfonnance Rate Applied Logic to Interest Earned Fonnula to arrive Agency Notes 10% at Impact for the Month (12,036.91) 49"A. I E 4. Effectiveness to DIIte (Since October 1, 2004) Texpool Interest: TexSTAR 33% Summation Through Beginning of Month (9,373.19) 8% +/- impact of Investment Purchases (12,036.91) Summation Through End of Month (21,410.10) Gain (Loss) on Investments: Summation Through Beginning of Month 0.00 B. By Stated Maturity +/- impact of Investment Purchases 0.00 Summation Through End of Month 0.00 12-24 Months Total Impact Through End of Month (21,410.10) 32% - 5. Interest Ellrnings to Dllte I Interest Earned this Month plus Gain or (Loss) 87,985 1-12 Months 16% Total budgeted 620,030 Interest Earned Year to Date 401,339 0' Yet to be earned 218,691 Percentage Earned 64.73% - - 6. Mllrket Vlllue IInd Weighted Avel'llge Mllturity Summll'2_ - - Beginning Book Value 38,983,879.70 Beginning Weighted Average Maturity (Mths) 7.0 Beginning Market Value 38,840,778.12 Ending Weighted Average Maturity (Mths) 6.8 Change in Market Value from Prior Month (42,190.00) Ending Book Value 37,405,926.66 Unrealized Gain/(Loss) on Portfolio (187,088.40) Ending Market Value 37,218,838.26 Net Asset Value 99.5% TOTAL RETURN CALCULATION REPORT FOR MARCH A 31 DAY MONTH INTEREST RATE INVESTMENT COST DAYS HELD MATURITY DATE PURCHASE DATE e DAYS COST 31,006,838.60 62,000,000.00 62,000,000.00 62,000,000.00 30,963,726.90 30,921,311.1 5 31,000,000.00 61,953,675.46 30,968,515.78 62,000,000.00 30,743,488.33 31,000,000.00 30,742,104.18 INTEREST EARNED 2,697.17 5,231.78 5,180.82 5,129.86 2,544.96 2,270.39 2,242.19 4,455.57 2,121.13 4,136.16 2,000.43 1,953.42 1,895.06 3.175% 3.080% 3.050% 3.020% 3.000% 2.680% 2.640% 2.625% 2.500% 2.435% 2.375% 2.300% 2.250% 1,000,220.60 2,000,000.00 2,000,000.00 2,000,000.00 998,829.90 997,461.65 1,000,000.00 1,998,505.66 998,984.38 2,000,000.00 991,725.43 1,000,000.00 991,680.78 31 31 31 31 31 31 31 31 31 31 31 31 31 02/24/06 10/19/06. 09/29/06 09/08/06 11/15/06 06/29/06 OS/26/06 12/15/05 12/15/05 04/28/06 08/15/06 01/20/06 02/28/06 02/24/05 10/19/04 09/29/04 09/08/04 11/15/04 07/08/04 OS/26/04 12/13/04 11/16/04 04/28/04 07/02/04 01/20/04 02/01/05 91,540,323.30 3,058,016.77 6,442.43 232.95 2.569% 2.780% 3,051,344.11 3,058,016.77 30 03/31/05 03/31/05 03/01/05 03/31/05 140,749,798.00 85,798,969.08 82,798,969.08 91,348,797.26 12,449,828.18 12,479,770.66 10,299.80 5,958.91 5,954.72 6,639.68 916.72 946.38 2.671% 2.535% 2.625% 2.653% 2.688% 2.768% 14,074,979.80 14,299,828.18 13,799,828.18 13,049,828.18 12,449,828.18 12,479,770.66 10 6 6 7 1 1 03/11/05 03/17/05 03/23/05 03/30/05 03/31/05 03/31/05 03/01/05 03/11/05 03/17/05 03/23/05 03/30/05 03/3 1/05 e 116,459,826.30 3,890,730.83 8,437.12 297.44 2.644% 2.790% 3,881,994.21 3,890,730.83 30 03/31/05 03/31/05 03/01/05 03/31/05 1,197,874,689.86 87,985.11 0.00 87,985. INTEREST EARNED GAIN (LOSS) ON INVESTMENT ACTIVITY TOTAL RETURN TOTALS: 1,035,953.74 38,641,119.03 2.68% TOTAL RETURN ON AVERAGE DAILY INVESTED BALANCE 4 INVENTORY REPORT INVESTMENT PORTFOLIO AT MARCH 31 FUND INVESTMENT ACCRUED PAR/FACE INTEREST MONTHS TO MATURITY CHANGE IN MARKET VALUE 2005 BEGINNING ENDING ENDING MARKET VALUE BOOK VALUE MARKET VALUE BEGINNING BOOK VALUE INTEREST RATE MATURITY DATE PURCHASE DATE e POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED POOLED 2,645.83 5,133.33 338.89 3,858.89 2,500.00 2,233.33 2,200.00 4,375.00 2,083.33 4,058.33 1,979.17 1,916.67 1,875.00 1,000,000.00 2,000,000.00 2,000,000.00 2,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 2,000,000.00 1,000,000.00 2,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 11 19 18 "'--17 ~ 20 15 14 9 9 13 17 10 11 ( 1,870.00) (6,260.00) (7,500.00) (6,880.00) (3,120.00) (2,500.00) (2,500.00) ( 1,880.00) (940.00) (3,740.00) (2,500.00) ( 1,250.00) (1,250.00) 995,630.00 1,975,620.00 1,975,000.00 1,975,620.00 985,940.00 986,250.00 986,880.00 1,987,500.00 992,810.00 1,971,880.00 980,310.00 989,690.00 987,190.00 1,000,220.60 2,000,000.00 2,000,000.00 2,000,000.00 998,829.90 997,461.65 1,000,000.00 1,998,505.66 998,984.38 2,000,000.00 991,725.43 1,000,000.00 991,680.78 997,500.00 1,981,880.00 1,982,500.00 1,982,500.00 989,060.00 988,750.00 989,380.00 1,989,380.00 993,750.00 1,975,620.00 982,810.00 990,940.00 988,440.00 1,000,241.33 2,000,000.00 2,000,000.00 2,000,000.00 998,768.84 997,288.70 1,000,000.00 1,998,326.80 998,862.82 2,000,000.00 991,214.45 1,000,000.00 990,908.64 3.175% 3.080% 3.050"10 3.020% 3.000% 2.680% 2.640"10 2.625% 2.500"10 2.435% 2.375% 2.300% 2.250% 02124/06 10/19/06 09/29/06 09/08/06 11/15/06 06129/06 OS/26/06 12/15/05 12/15/05 04/28/06 08/15/06 01/20/06 02/28/06 TYPE AGENCIES FHLB 02124/05 FHLB 10/19/04 FHLB 09/29/04 FHLB 09/08/04 FHLB 11115/04 FNMA 07/08/04 FHLB OS/26/04 FFCB 12/13/04 FHLB 11116/04 FHLB 04/28/04 FHLB 07/02/04 FNMA 01/20/04 FNMA 02/01/05 POOLED POOLED POOLED 35,197.77 8,000,000.00 12,479,770.66 3,058,016.77 3,890,730.83 o o o (42J90.001 0.00 0.00 0.00 7,790,320.00 2,479,770.66 3,058,016.77 3,890,730.83 7,977,408.40 2,479,770.66 3,058,016.77 3,890,730.83 7,832,510.00 14,074,979.80 3,051,344.11 3,881,944.21 .58 14,074,979.80 3,051,344.11 3,881,944.21 7,975,6 2.635% 2.780"10 2.649% 03/31/05 03/31/05 03/31/05 POOLS TEXPOOL TEXSTAR LOGIC 0.00 35,197.77 8.26 8.26 19,428,5 37,428,5 7 0.00 (42,190.00) 9,428,518.26 37,218,838.26 8.26 37,405,926.66 9,428,5 008,268.12 38,840,778.12 21 21..008,268.12 38,983,879.70 TOTAL: e 5 ...-- e e ....... ..,. PURCHASES TYPE PAR COUPON YIELD MATURITY PRICE PRINCIPAL PREM/(DISC) A"CCRCJED' -'. , TOTAL FUND SALES TYPE PAR COUPON YIELD MATURITY PRICE PRINCIPAL PREM/(DISC) ACCRUED TOTAL FUND CALLED TYPE PAR COUPON YIELD MATURITY PRICE PRINCIPAL PREM/(DISC) ACCRUED TOTAL FUND MATURED TYPE PAR COUPON YIELD MA TURITY PRICE PRINCIPAL PREM/(D1SC) ACCRUED TOTAL FUND PORTFOLIO DETAIL TRANSACTION REPORT FOR PERIOD ENDING MARCH 31, 2005 6 e -- Portfolio Yield vs Benchmark - - - - - 3.50% - - - - 3.00% . I - 2.50% - 2.00% - 1.50% - 1.00% 0.50% b 0.00% = - - - Oct-04 I Nov-04 I Dec-04 I Ian-05 Feb-05 Mar-05 Apr-05 May-05 I Jon-05 I Iul-05 I Aug-05 I Sep-05 - - - - - [J Portfolio Yield 2.14% 2.30% 2.45% 2.47% 2.57% 2.68% - - - - - - . Benchmark 2.01% 2.23% 2.42% 2.62% 2.79% 3.03% - 7 - - Additional Earnings - 5,000 - (5,000) (10,000) - (15,000) - (20,000) - (25,000) - Apr-05 I" May-05 I Joo-05 I Jul-05 Oct-04 I Nov-04 I Dec-04 Jan-05 Feb-05 Mar-05 I Aug-05 I Sep-05 - . Monthly 2,245 825 (128) (5,013) (7,302) (12,037) - [] Cumulative 2,245 3,070 2,942 (2,071) (9,373) (21,410) 8 Investment Maturity & Cashflow (excluding Texpool & Logic) - e 4,000,000.00 3,000,000.00 2,000,000.00 1,000,000.00 ~'> ~'> ~'> ~'> ~'> ~b ~b ~b ~b ~b ~b ~ ~ ~" ~ !\ ~ r-.:'\:::i o~ ~ ~# gO o(f " ~~ ~ ~# gO ouo.: ~ ~~ ~ # gO or:; <lf~ ~~ ~~ ~ ~~ ~~ ~ ~~ 9 - -- SEP AUG JUL Market Gain (Loss) by Month 50,000 - - - - (50,000) (100,000) (150,000) (200,000) - - NOV DEC JAN FEB MAR APR I MAY I JUN - - AGENCIES (56,429) I (65,572) I (99,727) I (143,102) (187,088) 10 Monthly Portfolio Division ]17% 017% 017% .49% o First SW . Coastal Securities 0 Southwest Securities 0 Duncan Williams Average Return on Investments - 3.00% 2.00% 1.00% 0.00% - First SW Coastal )uthwe Duncan Securities ecuritic Williams - - - - CAverage Yields 2,87% 2.66% 2.44% 2.85% - . 1 - e e 2005 This report is in full compliance with the invesbnent strategy as established for the pooled invesbnent fund and the Public Funds Investment Act (Chapter 2256). March 3 e 12 e e 6. Card Second Quarter FY 2005 it City of La Porte, Texas Quarterly Report of Cred Report of Credit Card Expenditures Quarter Ending March 31, 2005 - Cardholder Name/Position Amount Alton Porter, Mayor 0.00 Debra Feazelle, City Manager 661.06 John Joerns, Assistant City Manager 0.00 Cynthia Alexander, Assistant City Manager 1,753.69 Martha Gillett, City Secretary 4,183.80 Richard Reff, Police Chief 117.00 Total Expenditures $ 6,715.55 Amount 750.09 5,338.51 626.95 Check Number 215254 217017 216235 Date Payee Elan Financial Services Elan Financial Services Elan Financial Services - $ 6,715.55 NOTE: This report reflects all PA YMENTS made during the First Quarter of FY 2005 (January, February, March 2005) City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 Expense T' e City Manager Date Cardholder Position Payee Pur~ose Employee of the Quarter Le Ann Williams, D. Feazelle, J. Joerns, C. Alexander & M. Dolby Lunch Amount 90.16 11/22/04 nn Restaurant Monument - Publication 54.50 12/09/04 PBD*ICMA Publications Educational Material Debra Feazelle Registration 95.00 12/10/04 Texas Municipal League Legislative Briefing D. Feazelle - Austin, TX Greater Houston Partnership Meeting Hilton Americas Debra Feazelle - Houston. TX Registration 55.00 12/14/04 Greater Houston Partners Educational Material Debra Feazelle Educational 00 11 12/02/04 Veranda Communications Discuss Legal/ Misc Issues Debra Feazelle & Knox Askins Lunch 38 41 01/03/05 nn Restaurant Monument e Credit (15.00) 01/04/05 ULI-Misc Debra Feazelle Educational Material 20.43 01/19/05 Educational Achievement Journey to the Future Debra Feazelle Registration 75.00 01/27/05 Texas Municipal League TML Legislative Briefing Debra Feazelle - Austin, TX 12th Annual Meeting & Luncheon Debra Feazelle - Houston, TX Registration 110.00 02/09/05 Houston Hispanic Chambers TML Legislative Briefing Lodging 123.59 02/15/05 Renaissance Hotels City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 - Total Quarterly Charges $ 661.06 L ~. 215254 216235 217017 NOTE: This report reflects all PA YMENTS made during the First Quarter of FY 2005 (January, February, March 2005) - - Card Expenditures City of La Porte, Texas Quarterly Report of Credit Second Quarter FY 2005 Expense T' e Assistant City Manager, Cynthia Alexander Cardholder Position Pur~ose GFOAT - Fall Conference Cynthia Alexander - Galveston, TX Lodging Amount 289.90 Date 11/19/04 Payee Moody Gardens Hotel - TCMA - William "King" Cole Series Cynthia Alexander - Austin, TX Airfare 203.70 12/02/04 Airlines Southwest TCMA - William "King" Cole Series Cynthia Alexander - Austin, TX Airport Parking 5.73 12/02/04 RAC Dollar TCMA - William "King" Cole Series Cynthia Alexander - Austin, TX Lodging 109.25 12/03/04 Double Tree Hotel 2005 GFOA Winter Standing Committee Mtg Cynthia Alexander - Washington, DC Travel 383.70 12/22/04 Airlines Southwest 99 GFOA Annual Conference 2005 Cynthia Alexander - San Antonio, TX Registration 310.00 01/22/05 GFOAT 99 GFOA Annual Conference 2005 Cynthia Alexander - San Antonio, TX Registration (30.00) 01/27/05 GFOAT e 2005 GFOA Winter Standing Committees Mtg Cynthia Alexander - Washington, DC Airport Parking 17.18 01/28/05 RAC Dollar 2005 GFOA Winter Standing Committees Mtg Cynthia Alexander - Washington, DC Lodging 350.38 01/28/05 Park Hyatt Hotel AMCC &TML Legislative Briefing Cynthia Alexander - Austin, TX Lodging 113.85 02/14/05 Renaissance Hotel City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 Check # 215254 216235 217017 1,753.69 $ Total Quarterly Charges - - NOTE: This report reflects all PA YMENTS made during the First Quarter of FY 2005 (January, February, March 2005) Card Expenditures City of La Porte, Texas Quarterly Report of Credit Second Quarter FY 2005 Expense T' e City Secretary Date Cardholder Position Payee Pur~ose NLC Conference - 2004 Congress of Cities Councilman Griffiths - Indianapolis, IN Credit Amount (380.00) 11/22/04 National League of Cities e Credit (380.00) 11/22/04 National League of Cities 2004 Congress of Cities - Indianapolis, IN NLC Conference - 2004 Congress of Cities Councilman Moser -Indianapolis, IN N LC Conference - Councilman Clausen Credit (295.00) 11/22/04 National League of Cities NLC Conference - 2004 Congress of Cities Councilman Rigby - Indianapolis, IN Credit (295.00) 11/22/04 National League of Cities NLC Conference - 2004 Congress of Cities Councilman Mosteit -Indianapolis, IN Lodging 649.60 12/02/04 Westin Hotels NLC Conference - 2004 Congress of Cities Councilman Beasley - Indianapolis, IN Lodging 649.60 12/02/04 Westin Hotels e TML Conference Mayor Porter - Corpus Christi Credit (102.35) 12/07/05 Ramada Inns Bayfront TX NLC of Cities Conference - March Mayor Porter, Washington. DC Registration 395.00 12/21/04 National League of Cities NLC of Cities Conference - March Councilman Beasley - Washington Registration 395.00 12/21/04 National League of Cities DC NLC of Cities Conference - March Councilman Griffiths - Washington, DC Registration 395.00 12/21/04 National League of Cities NLC of Cities Conference - March Councilman Mosteit - Washington, DC Registration 395.00 12/21/04 National League of Cities Card Expenditures it City of La Porte, Texas Quarterly Report of Cred Second Quarter FY 2005 Expense T' e City Secretary Cardholder Position Pur~ose NLC of Cities Conference - March Councilman Moser - Washington, DC Registration Amount 395.00 Date 12/21/04 Payee National League of Cities - NLC of Cities Conference - March Councilman Rigby - Washington, DC Registration 395.00 12/21/04 National League of Cities NLC of Cities Conference - March Councilman Clausen - Washington, DC Registration 395.00 12/21/04 National League of Cities NLC of Cities Conference - March Councilman Ebow - Washington, DC Registration 395.00 12/21/04 National League of Cities NLC of Cities Conference - March Councilman Engelken - Washington, DC Registration 395.00 12/21/04 National League of Cities 40th Annual AMCC Institute Councilman Ebow -Austin, TX Registration 245.00 12/21/04 Texas Municipal League 40th Annual AMCC Institute Mayor Porter -Austin, TX Registration 245.00 12/21/04 Texas Municipal League - 40th Annual AMCC Institute Councilman Clausen -Austin, TX Registration 245.00 12/21/04 Texas Municipal League 40th Annual AMCC Institute Councilman Mosteit -Austin, TX Registration 245.00 12/21/04 Texas Municipal League 40th Annual AMCC Institute Councilman Beasley -Austin, TX Registration 245.00 12/21/04 Texas Municipal League NLC of Cities Conference - March Mayor Porter, Washington, DC Airfare 356.90 01/31/05 Continental Airlines Purpose NLC of Cities Conference - March Councilman Ebow - Washington, DC March DC NLC of Cities Conference - Mayor Porter, Washington, - NLC of Cities Conference - March Councilman Ebow - Washington, DC 40th Annual AMCC Institute Councilman Ebow -Austin, TX Public Information Video NLC of Cities Conference - March Councilman Rigby - Washington, DC NLC of Cities Conference - March Councilman Beasley - Washington, DC e NLC of Cities Conference - March Councilman Engelken - Washington DC NLC of Cities Conference - March Councilman Griffiths - Washington, DC NLC of Cities Conference - March Councilman Clausen - Washington DC NLC of Cities Conference - March Councilman Moser - Washington, DC NLC of Cities Conference - March Councilman Mosteit - Washington, DC City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 Cardholder Position: City Secretary Expense Payee Date Amount Type Continental Airlines 01/31/05 213.90 Airfare Continental Airlines 02/01105 5.00 Service Fee Continental Airlines 02/01/05 5.00 Service Fee Texas Municipal League 02/05/05 (200.00) Registration Texas Municipal League 02/05/05 30.00 Video National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit National League of Cities 02/09/05 (345.00) Credit City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 Expense T' e City Secretary Cardholder Position Pur~ose 40th Annual AMCC Institute Councilman Clausen - Austin. TX Lodging Amount 462.30 Date 02115/05 Payee Renaissance Hotels e 40th Annual AMCC Institute Councilman Mosteit - Austin Lodging 462.30 02/15/05 Renaissance Hotels TX 40th Annual AMCC Institute Mayor Porter - Austin, TX Lodging 456.55 02/15/05 Renaissance Hotels - Leading a Great Mtg with Effective Councilman Ebow - Washington, DC Check # 215254 216235 217017 Registration / Event 180.00 4,183.80 $ 02/15/05 National League of Cities Total Quarterly Charges NOTE: This report reflects all PA YMENTS made during the First Quarter of FY 2005 (January, February, March 2005) re - Check # 216235 City of La Porte, Texas Quarterly Report of Credit Card Expenditures Second Quarter FY 2005 Cardholder Position: Police Chief Expense Payee Date Amount Type Purpose Harris County Toll Road 01/12/05 43.00 EZ Tag Task Force & SOP Vehicles Harris County Toll Road 01/12/05 74.00 EZ Tag Task Force & SOP Vehicles Total Quarterly Charges $ 117.00 NOTE: This report renects all PA YMENTS made during the First Quarter of FY 2005 (January, February, March 2005) re 2005 This report is in full compliance with the credit card policy as established by the City of La Porte's Audit Committee. March 31, ---~- e . e e MEETING HANDOUTS e . Item 5b Page I of2 POLICY ON FRAUD AND DISHONESTY Introduction H-GAC is a governmental entity administering substantial taxpayer funds. H-GAC will therefore take all necessary measures to promote the wise and accountable use of its funds for their intended purpose. As a part of this effort, H-GAC is committed to early and aggressive deterrence, detection and correction of misconduct and dishonesty. The discovery, reporting and documentation of such acts provides a sound foundation for protection of innocent parties, action against offenders up to and including dismissal where appropriate, referral to law enforcement agencies when warranted, and recovery of assets. H-GAC's goal is to establish and maintain an environment of fairness, ethics and honesty within the organization and with any person or organization with whom H-GAC has a business relationship. Policy on Fraud H-GAC will investigate any suspected or reported misuse or fraudulent application of H-GAC resources or property, as well as any reported violations of H-GAC policies, regulations, and laws. Any individual found to have engaged in fraudulent conduct, as defined in this policy, is subject to disciplinary action by H-GAC, which may include dismissal, referral to appropriate law enforcement authorities for action, and civil recovery actions. Other procedural violations will be handled in accordance with H-GAC's disciplinary policies. This policy sets out H-GAC's position on alleged fraudulent acts, and their investigation and resolution. It does not limit H-GAC's ability to investigate such acts or recover H-GAC funds. Reporting obligations extend to acts or omissions of contractors and other third parties in addition to internal H-GAC activities. Def"mition of Fraud For purposes of this policy,fraud generally involves a willful or deliberate act, or failure to act, with intention of obtaining an unauthorized benefit. Such acts include, but are not limited to: . Making or altering documents or computer files with intent to defraud. . Purposely reporting inaccurate financial information. . Misappropriation or misuse of H-GAC resources, such as funds, equipment, supplies or other assets, including intangible assets. . Improper handling or reporting of money transactions. . Authorizing or receiving compensation for goods not received or services not performed. . Authorizing or receiving compensation for hours not worked. . Knowingly submitting false information in order to receive a benefit from the H-GAC. . Accepting bribes or kickbacks in exchange for H-GAC business or other benefits. . Creating or allowing inappropriate conflict of interest conditions to exist. (over) e e Item Sb Page 2 of2 H-GAC specifically prohibits these and any other illegal activities in the actions of its employees, managers, executives and others responsible for carrying out the organization's activities. Reporting Responsibility It is the responsibility of every employee to report suspected fraud and dishonesty to the Manager of Internal Audit or the Executive Director, if appropriate. Reprisals against any employee or other reporting individual because that individual reports a violation in good faith, are strictly forbidden. The Internal Audit Department will investigate allegations of fraud with great care to avoid mistaken accusations or alerting suspected individuals that an investigation is under way. The Executive Director may assign others to perform or assist in investigations when conditions warrant. Investigative activity will be conducte4 without regard to length of service, position/title, or relationship to the organization. The Executive Director will immediately advise the Officers and the Chair of the Audit Committee of all fraud allegations, and will report regularly on the status of investigations, findings and resolution, and follow-up or corrective action. FI_HGACFraudPolicy.doc April 11, 2005