A Succession Certificate is a document that is obtained by the successor or
inheritor of the deceased person who died without writing a will. In simple
words, it is obtained by the successor to own the properties left behind the
deceased person this also authenticates and establishes the successor's right
over the property it may be noted that all the debts and securities can be
claimed by the successor via this certificate for obtaining a Succession
Certificate. it needs to be filed in the territorial jurisdiction
If the jurisdiction is Bombay the Succession Certificate will be filed in
Bombay.
It may be noted that the Succession Certificate will be filed where the deceased
was residing at the time of the death in case of non-availability of any such
place the Succession Certificate will be filed within the area where any asset
of the deceased would belong.
The procedure involved for the Succession Certificate
- Step one is petition preparation:
the council or the representative will
prepare the Succession Certificate application which will be filed before the
court of law along with the requisite stamp and court fees.
- The second step is hearing once the Succession Certificate is submitted before
the court
the honorable judge will hear the counsel and the relevant facts will be
projected before them thereafter the summons and notices will be issued to the
opposite parties
simultaneously public notice is also issued in the local newspaper and then the
court waits for a stipulated period of time to receive objections if any.
- Step number three is evidence thereafter the petitioner files the written and
oral submission of the evidence and lastly the grant of succession.
Once all the requisite steps are completed the court decides whether the
claimant has a right to obtain the Succession Certificate or not
Documents required for Succession Certificate
- Firstly: the place, date, and time of the death of the deceased along with the
original death certificate
- Secondly: All the bank paperwork such as passbooks fixed deposits etc. next all
the details pertaining to the debts and securities and along with this the
details of the family members or legal heirs that is their names and addresses
along with their identity proofs
Certificate and Wills
In case a will is left behind by the deceased person then the Succession
Certificate will not be granted the beneficiary of the Will will definitely
inherit the properties according to the instructions provided in the will
although as per section 370 of the Indian succession act 1925 a Succession
Certificate will not be granted with regards to the debts and securities in case
the right of the property is meant to be established by getting a letter of
probate or administration it may be noted that the rules pertaining to the
letters of administration are different in each state.
However, if there is no will then the bank's financial institution and other
organizations will definitely rely upon the Legal Heirship Certificate or
Succession Certificate
Legal Heirship Certificate
In case of the untimely demise of the loved one, it is important to obtain a
legal heir ship
certificate before filing this certificate one needs to have an original death
certificate of the deceased which can be obtained from the municipal corporation
it is important for the NRIs to obtain the Legal Heirship Certificates to
inherit the properties situated in India. It is important to know the purpose
and benefits of the legal partisan certificate:
- Firstly: it will help to inherit the properties of the deceased person
- Secondly: to claim the insurance money
- Thirdly: to avail the areas of salary in case the deceased was an employee of
central or state government
- Fourthly: to receive the funds such as provident funds and gratuite and lastly
to get a compassionate job for the deceased person who all can apply for a Legal
Heirship Certificate
The deceased spouse can apply for a Legal Heirship Certificate. Then children of
the deceased may be sons or daughters and then the parents of the deceased
The procedure of legal hair shift certificate:
A Legal Heirship Certificate can be obtained from a municipal corporation office
or even a district court
It is important to note here that the Legal Heirship Certificate and its process
varies from state to state in India
while obtaining a Legal Heirship Certificate one needs to fill out the requisite
form and the same needs to be annexed with an affidavit which has to be signed
verified and notarized. The application will entail the details pertaining to
the deceased along with the legal hairs
there will be the date and place of the deceased along with the original death
certificate there will be also the details of the legal heirs including their
names and age addresses along with their relevant identity proofs
Once all the documents are submitted before the authority concerned an official
will scrutinize all the documents and then the Legal Heirship Certificate will
be granted within the stipulated period of time
What is the difference between a Succession Certificate and a Legal Heirship
Certificate?
Most people think that both are similar however they are totally different the
Succession Certificate is issued to obtain the assets that are depth and
security of the deceased person
However Legal Heirship Certificate is crucial to obtain the certificate which
depicts the relationship with the deceased and authenticates the successor and
inheritors so that they can claim the properties of the deceased in the future
in any of the concerned department
The Revocation of the Succession Certificate
A grant of a Succession Certificate can be revoked under sections 382 and 383 of
the Indian succession act. If the proceedings of the Succession Certificates
were found to be defective defective means and if the proceedings had some sort
of harm and prejudice to any third party also if there is any concealment of the
relevant fact then such certificate will be revoked
Similarly, a legal hair shift certificate can also be revoked under section 2 of
the Bombay regulation act where there is the non-disclosure of a certain fact
Both Succession Certificate and Legal Heirship Certificate have their own
benefits and importance
While claiming the assets and properties of the deceased most importantly NRIs
who are residing outside India may claim the assets left behind by their
deceased family members via Succession Certificate or Legal Heirship
Certificate.
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