- If the surplus was generated from a payment from Nov 11th to May 10th, (a spring surplus), it can not be refunded until after July 1.
- If the surplus was generated from a payment made May 11th to Nov 10th, (a fall surplus), it can not be refunded until after January 1.
- In accordance with Indiana Code 6-1.1-26-6, the taxpayer will need to provide reasonable proof of payment. Reasonable proof: Actual receipts from this office or bank receipt, canceled check or bank statement, closing documents, form 1098 or statement of escrow account activity, or credit card statement. Debit Option does not need to provide a receipt. Every situation could be different. When a property is sold, we need to be provided with proof of whether the current owner or the previous owner is responsible for the taxes (from the deed paperwork) which will also determine which one is entitled to the surplus.
- All surpluses that are being refunded to the individual or being applied to future taxes must be signed by the taxpayer; all of the receipts are still required. We never refund to mortgage companies, unless the customer requests it - in their own writing on the claim or in a letter.
- Surplus letters are mailed out twice (2X) a year to the owner of record at the time of billing. Letters for spring surplus will be mailed in July. Letters for fall surplus will be mailed in January. The website will show as surplus until we roll in or around March/April, even if the money has been refunded.
- If a surplus is not claimed within three years after November 10 of the year in which the payment was made, the auditor will transfer the money into the general fund of the county. (IC 6-1.1-26-6)
- Letters are sent out for anyone in surplus over $5.00 on Real or Personal Property. Letters are mailed within 45 days of each settlement.
- Letters are sent out only one time within the year. (All delinquencies are researched and noted before sending out the letters.
- No refunds can be issued if the individual has a delinquency.
- Receipts, along with the blue claim, are submitted to the Auditor's office for processing and to issue a check. Refunds generally take 2-4 weeks to be processed.
Last updated: 9/17/2010 2:45:01 PM