Confirmation - C1 - post-death funds

jacklia

I’m in the process of gathering all the info needed for the C1 and am almost there (with Buddy9 help).

1. I’ve just found out a company pension payment was returned to the payee by the bank as the account was closed by the time it arrived. They have confirmed Mum is entitled to this payment and will be sending it to the executor account.

2. DWP overpaid the state pension by 1 week and will be sending a letter to me for this to be repaid.

How / where do I record each of these sums on the C1 please?

Thanks

buddy9

If placing this payment in the inventory, include an entry under moveable estate such as “xxxxxxx pension scheme underpayment”.

The amount of the DWP overpayment is simply included in the calculation of liabilities for box 14 of page 4.

jacklia

Perfect, thank you