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LEGAL HEIR FORMAT FOR INCOME TAX RETURNS FILING

lvsrinath (manager) (79 Points)

16 October 2020

death of assessee, to apply legal heir certificate , share me sir / madam if any format available.

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Amit Khare (204 Points)
Replied 16 October 2020

Apply online with legal heir certificate or will of deceased along with ids's of deceased and legal heir. if income tax department is satisfied it will allow legal heir to file IT return. Legal heir. certificate is issued by district magistrate or appropriate authorities which differ in every state. If notarised will is present then it will also work.

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ayusmita (Tax consultant) (5885 Points)
Replied 16 October 2020

Procure a application form from the revenue office or RI of your locality you can get online form @ cost of RS 60 from your state common service center or your state e governance site

then fill the form and makes sure you attached all the documents to it
like self undertaking affidavit with stamp as well as notarized
proof of identity
death certificate
proof of heir residence
proof of death person resident
date of birth certificate and all
all documents required for it
after this summit the application to your revenue officer or administrative officer of your area
they they will approve your application by duly signed and their authority seal
after this your application will goes to revenue authority he will enquiry or if needed do a local inspection
if he is satisfied by his enquiry he forwarded your application to tahsildar he will issue a token for it
and as per the specific date the application is scrutinize by him for final approval
once the application approved you will get the certificate by sixteen day

1 Like

lvsrinath (manager) (79 Points)
Replied 16 October 2020

Thank you for reply sir, I applied Notary but it rejected sir.

Amit Khare (204 Points)
Replied 16 October 2020

They must have mentioned reasons in rejection mail

ayusmita (Tax consultant) (5885 Points)
Replied 16 October 2020

Only notary is not taken in income tax department
IT department took the certificate issued by court of law or say your civil court or local revenue authority that too fully singed and seal