Tax Refund question (not tax credits)

kelloggs36

Office closed until Monday, so in the mean time, I wondered if anybody can throw some light on the following:

My dad died in July of last year and we completed an R27. In response to that form we received a letter in the post today which is as clear as mud.

There is no explanation, but a form which lays out the amount of tax paid etc, but it isn't clear whether the final figure is an amount owed to the Estate, or an amount overpaid by him that needs to be refunded!!

The final line says: Tas repayable and/or tax credit payable xxxxx. Does that mean that he is due a refund of this amount? If so, that would be great but there was no cheque enclosed. There is a note which says: the result of this calculation will be carried forward to the following year. Well, as he died, he won't be earning any more money, so surely this means that if the money is due, it will be sent in a cheque?

At the top of the letter are 2 columns, one which states Income, and the other states Tax Credit. I don't understand what they mean by this because he didn't get any tax credits, does this mean the amount paid by him as tax?

Half way down, it says the amount of tax due, fine, I understand that. THen underneath that, it says Repayment of tax and/or payment of tax credit due for year xxxx. Is this refund of tax, or repayment due from the Estate?

Why don't they put it in language which is clear, such as: Refund of overpaid Tax due (if this is what it is), or payment of tax due from you?

Can anybody help?

Thanks

shameless-about-money

Yes there is a tax amount repayable to the estate.

This is a normal Tax Office letter - I got one last week.

You need to phone the Inland Revenue re the refund due.

MXW

The refund will be sent under separate cover, the tax calculations and cheques are not sent out together.

kelloggs36

Thanks - my mum will be pleased. I was just concerned because of the note suggesting that the tax due would be carried forward!

shameless-about-money

They would normally carry it forward and just deduct it from the next tax year.

Due to circumstances you will get a cheque.

kelloggs36

Thanks all - we got the cheque this morning! Although when we completed the form, we stated that we wanted the money to go direct to my mum as she is next of Kin (my husband is executor), but they sent it payable to my hubby. Never mind - we shall just give my mum a cheque, but it is a pain in the a***.