Tax Deed Surplus

A tax deed sale surplus occurs when a tax deed sale for a particular property results in the final selling price being higher than the opening bid amount. The excess money is classified as the tax deed sale surplus.

In order to be considered for distribution of surplus funds, you must submit a notarized statement of claim to this office, which includes the following information:

• TDA#
• DATE OF SALE
• LEGAL DESCRIPTION OF PROPERTY OR BOOK AND PAGE OF RECORDED DEED OR LIEN
• BASIS OF YOUR CLAIM (AS OWNER, MORTGAGOR, LIENOR)
• AMOUNT OF SURPLUS
• NAME & ADDRESS OF PERSON(S) TO RECEIVE SURPLUS
• COPIES OF VALID DRIVERS LICENSE OR ID CARD
• SIGNED IRS W-9 FORM

In addition to the above-mentioned information, copies of documents supporting your claim are required. Also, any documents effecting name and/or marital status changes (copy of marriage license, spouse’s death certificate), and any other documentation to show you are the person entitled to the surplus funds.

If your claim is for an Estate also provide any probate documents, death certificates, orders, Summary Administration you may have.

A Surplus Claim form and IRS W-9 form must be completed and returned with any of the above documents that you have not previously submitted.

Further questions regarding surplus claims may be directed to Clerk of the Circuit Court, Tax Deed Clerk at (239) 252-2646, or mailed to the above address marked ATTENTION: Tax Deeds.

Claims by a Lien Holder must be filed within 120 days of the date the surplus notice was mailed or they are barred.

You may claim surplus funds from our office free of charge. Paying a fee or percentage of the surplus for assistance from a third party is not required to submit a claim.