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[Employer Name & Address] [Your Name & Address]
Re: The Estate of [Deceased name]
NI Number: [xxxxxx]
I am the personal representative of the above-named deceased, who died on the date [xxx]. I have attached the death certificate for you to note and return.
In respect of the above matter, please:
- Advise me whether there has been an overpayment or underpayment of salary. Please note that any overpayment will be settled once we receive the Grant of Probate and sufficient funds.
- Ensure no further payments are made to the deceased’s bank account.
- Please advise me of the amount of salary paid for the current tax year.
- Please advise me of the amount of any lump sum, pension or discretion repayments which the estate or third parties can claim.
- Please provide me with the tax deduction certificate.
- Confirm details of the tax district and the tax reference.
Thank you for your assistance in the above matter. Should you need to contact me, please email me at: [email address], or you can ring me on [mobile number]