When a person suddenly dies intestate i.e. without leaving a Will, then a Legal Heir Certificate is required for claiming the properties & assets of the deceased to his family members /legal heirs.
A Legal Heir Certificate
is also known as Waris Certificate or Family membership Certificate; and this Certificate
certifies the rightful successor and establishes the relationship between the
deceased and legal heirs.
Why a Legal Heir
Certificate required?
A legal Heir Certificate
is needed for the following purposes :
➧For
transferring the properties & assets of a deceased person to his legal
heirs/successors.
➧For
receiving dues such as provident fund, gratuity etc. from the government
authority.
➧For
claiming insurance
➧For
sanctioning and processing family pension of a deceased employee.
➧For
claiming employment on the basis of compassionate appointments.
➧For
receiving salary arrears of a deceased state or central government employee
➧For
claiming deposits, investments, shares etc. from the bank and private
companies.
➧For
Filing Income Tax Returns on behalf of the deceased under section 159 of the
Income Tax Act,1961.
Who can apply for Legal Heir Certificate?
The following persons are
considered as the legal heirs of a deceased person, and hence they can apply
for getting Legal heir Certificate:
👉Spouse
of the deceased
👉Children
of the deceased
👉Parents
of the deceased
👉Siblings
of the deceased
Required Documents for
applying for Legal Heir Certificate
The following documents
are required for obtaining the Legal heir certificate:
➤Signed
application form
➤Address
& Identity proof of the applicant like, Aadhar Card, Voter Card, Driving
license, Passport etc.
➤Death
certificate of the deceased
➤Address
proof of deceased
➤Date of
birth of all the legal heirs of the deceased
➤Self
undertaking of the applicant
However, the documents
also depend upon the person who has applied for getting Legal heir certificate.
If Applicant is Spouse of
the deceased:
When the spouse survives
then he/she can apply for obtaining the legal heir certificate after submitting
the following documents:
👉Marriage
Registration Certificate, Passport, or Voter Card, Aadhar Card for proving the
relationship with the deceased.
👉Birth
Certificate or School transfer certificate of children
👉Self
declaration of the spouse indicating all other legal heirs (include
mother-in-law if the application is wife of the deceased).
If Applicant is a major
child after the death of parents:
👉Death
Certificate of parents
👉Birth Certificate
/Aadhar Card /Passport /TC or employee service record of all the legal heirs
including the applicant child.
If Applicant is a minor
child, then guardian can apply after the death of parents:
👉Death
certificate of the parents
👉Birth Certificate
/Aadhar Card /Passport /TC or employee service record of all the legal heirs
including the applicant child.
👉Guardianship
order issued by the Civil Court to prove relationship to the heirs
If Applicant is Parents
or siblings after the death of unmarried children:
👉Death
certificate of the deceased
👉Any
proof for establishing relationship with the deceased, like Birth Certifiate
/Aadhar Card /Passport /TC etc.
👉Self
declaration of parents/siblings
Procedure
to obtain Legal Heir Certificate
A Legal heir certificate
can be obtained after approaching the office of the Tehsildar or the
Corporation /municipality office of the area where the deceased has taken his
last breath. If the deceased person has resided that place less than 6 months
only , then a report can be obtained by the Tehsildar from the Tehsildar where
the deceased was resided for more than one year.
➧After
the sudden demise of a person, his legal heirs can approach the Tehsildar or
the Corporation /municipality office after submitting an
application with the required documents.
➧This
application should include the names of all the legal heirs with their address,
their relationship with the deceased.
➧The
official of the said authority can submit its report after conducting an
enquiry as given in the application form and the submitted documents.
➧The
verification can also be done by the Village Administrative Officer and Mandal
Revenue officer or any other authorities as appointed by the Tehsildar for the said
purposes, and after the proper verification the said officials will submit
their report to the Tehsildar.
➧When the enquiry & verification completed successfully, then the official of the Tehsildar will issue a Legal Heir Certificate in which names of all the legal heirs will be mentioned. This Certificate is valid for lifetime.
Legal Heir Certificate is document that certifies the right of an individual to inherit an estate and establish the relationship between the deceased and legal heirs. The type of succession certificate that is needed depends on the state in which the deceased live and the type of estate or property being bequeathed.
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