Business & Finance Taxes

What Is Tax Sale Surplus?

    Defined

    • A tax sale surplus occurs when a tax sale for a particular property results in the final selling price being higher than the amount needed to settle taxes on the property. The excess money is classified as the tax sale surplus.

    Paperwork

    • A tax sale surplus creates the need for additional paperwork if the property was sold at a tax sale with delinquent taxes still owed, causing the surplus funds to be deposited in a state tax sale surplus fund. This paperwork includes a disclosure form that must be filed with the county auditor before the property title is transferred.

    Funds

    • Tax sale surplus money is, in most instances, deposited into a state tax surplus fund prior to the filing of a disclosure notices. However, if a property is sold for greater than the minimum tax bid and then not redeemed, the original owner of record of the property when the tax deed is issued has a potential claim on the funds.

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