deceased estate and DWP

fishpond

Any idea why the DWP require bank statements/assets for 2003, also 2009?
Mother in law was 92 at time of death and presumably received all she was entitled to including carers allowance.
Or is either the solicitor or a jobs worth taking the p?

Keep_pedalling

This is almost certainly an issue with pension credit, and has been triggered by probate figures becoming public knowledge.

If you mother had claimed PC but had not declared all her savings then they may have a legitimate claim to claw some of that back. Your mother may have simple spent little in her latter years and her savings built up, or inherited some money and there would have been no obligation to report this change in her circumstances as she would have been on an indefinite income assessment period so there would be nothing to pay back.

PS was she widowed during this period?

Mojisola

fishpond wrote: »

Any idea why the DWP require bank statements/assets for 2003, also 2009?
Mother in law was 92 at time of death and presumably received all she was entitled to including carers allowance.

Who was she caring for?

Keep_pedalling

Mojisola wrote: »

Who was she caring for?

Hopefully that was a typo and the OP meant attendance allowence.

fishpond

Keep_pedalling wrote: »

This is almost certainly an issue with pension credit, and has been triggered by probate figures becoming public knowledge.

If you mother had claimed PC but had not declared all her savings then they may have a legitimate claim to claw some of that back. Your mother may have simple spent little in her latter years and her savings built up, or inherited some money and there would have been no obligation to report this change in her circumstances as she would have been on an indefinite income assessment period so there would be nothing to pay back.

PS was she widowed during this period?

No, husband died many years ago.

fishpond

Keep_pedalling wrote: »

Hopefully that was a typo and the OP meant attendance allowence.

Thank you, yes attendance allowance is what I meant.

sammy1234567

Pension Credit is means tested, so they want to see evidence of savings because they probably financially assessed your MIL in 2003 and 2009 when they awarded her Pension Credit. They will compare what you say with what they have in their file.
Attendance Allowance isn't means tested so they can't claw that back.
Same thing is happening with my late mother's estate. Good luck.

Shelldean

Basically the amount declared when applying for pensions credit and the amount for probate vary.

But due to your mother's age, she was probably.in an AIP. Assessment income period. Meaning any changes don't.need to be declared. So she could've won millions on the lottery and still.claim pension credit.

It's come to light as the probate makes the figures.public and dwp check for discrepancies.

Shelldean

We was asked for the same time frame of statements.
We was only able to provide 2009 as the bank only held them for six.years.

Took us a while to get it sorted but wasn't in a rush so just waited

ericonabike

There is a thread lookoing at a very similar issue here.