Tax demand after death and refund!!

Dazed_and_C0nfused

weezie7 said:

Thanks for the reply. Tax was already paid for the 5 months of life (£357), refund was £644.40, now says I owe £287.40! There is something called a Charge Reference, and also under 'Explanation' it says that I did NOT receive the HMRC refund.
Also, the amounts of income differ and the tax paid differs.........

What is happening at HMRC??

It sounds like it could be that HMRC issued a refund based on the information provided by the pension(?) company and then they submitted revised details to HMRC which has meant that instead of £644.40 being due back only £357 was repayable.

As £644.40 had already been repaid but only £357 is actually overpaid there is £287.40 to be repaid to HMRC.

LITRG have some additional info about Simple Assessment here.