Estate administration: valuing the estate: initial letter enquiring into miscellaneous refunds | Practical Law

Estate administration: valuing the estate: initial letter enquiring into miscellaneous refunds | Practical Law

This standard letter enquires about payments for services, for example utilities, which a deceased person may have made before their death. If there are any refunds due to the estate, they are assets of the estate for inheritance tax purposes.

Estate administration: valuing the estate: initial letter enquiring into miscellaneous refunds

Practical Law UK Standard Document 7-383-7908 (Approx. 4 pages)

Estate administration: valuing the estate: initial letter enquiring into miscellaneous refunds

by Practical Law Private Client
Maintained • , England, Wales
This standard letter enquires about payments for services, for example utilities, which a deceased person may have made before their death. If there are any refunds due to the estate, they are assets of the estate for inheritance tax purposes.