Executor Personally Liable for £20,000 Overpaid Pension Credit Connected with Deceased Estate

April 23, 2015 1:01 pm

An executor and sole beneficiary asked solicitors to release estate monies on account to her. The Pension Credit was the only matter left unresolved. All other debts had been paid and the monies collected in. She was advised that the Pension Credit issue was outstanding and the total amount of the liability was unknown and that if the monies were released to her, she would have to sort the matter out herself. Reluctant to pay further solicitors fees she settled with the solicitors and the estate monies were transferred. Nine months later the Department of Work and Pensions wrote to her with a demand for £20,000 in overpaid pension credit. As the executor she was held personally liable for the debt.