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Legal Heir Certificate Format I download pdf copy

Legal Heir Certificate Format

1. According to the Bombay Regulation Act when a member of a family dies then the next Legal heir can apple for the Legal heir Certificate.

2. This certificate is generally required for the legitimate heirs of the person who passed away and can be used by lawful heirs for pension claims, provident fund claims, insurance claims, gratuity, retirement benefits, service advantages, etc.

3. A legal heir certificate cannot be used in the matter of property transfer where a person dies without a valid will and also cases related to money establishments. In these cases, we require a succession certificate. We mostly use the Succession Certificate for inheriting the property left behind by the dead person for his heir.

Legal Heir Certificate Format I download copy
Legal Heir Certificate Format 

Procedure for getting legal heir certificate

4. Only the legal heirs of the dead person are eligible to apply for a legal heir certificate. Legal heir includes Husband/Wife or Son/Daughter or mother of the deceased person.

5. The Legal Heir Certificate is issued in the district tahsildar office by the person whose husband/wife or parent has died.

6. A person applying for Legal heir Certificate has to approach the district tahsildar office with the death certificate of the person who had died along with a form. The person applying needs to fill up an application form with complete and correct information along with the documents required.

       Following documents need to be attached along with the application form; 

1.    Name of the deceased

2.    Original death certificate issued by the major panchayat/municipality/corporation/RO of Mandal where the death happened.

3.    Service certificate issued by the head of the department

4.    Aadhar card
5.    Pension payment slip

6.    Family member's name and relationship

7.    Applicant's signature

8.    Date of application

9.    Residential address

10.    Ration card 

7.  After filling the form with all correct documents and complete details, it has to be submitted to the district Tahsildar.

8. After submission, an inquiry will take place for the verification by the administrative officials.

9. After the inquiry, based on the report produced by the administrative officials, the Legal Heir Certificate is issued mentioning the names of all the Legal heirs.

10. If the certificate is not issued within a rational period, then the person applying for the certificate can contact the Tahsildar and if he still doesn’t get any response, then he can complain to the concerned RDO.

Difference between Legal Heir Certificate And Succession Certificate

11. A Legal Heir Certificate is issued by the district Tahsildar while a Succession Certificate is issued by the Civil Court.

12. Son/daughter, husband/wife or parents of the deceased can apply for the Legal Heir Certificate, while only legitimate heirs of the deceased can apply for the Succession Certificate.

13. No one can contest in the process for issuing Legal Heir Certificate but anyone can contest the application of Succession Certificate within 45 days of the application.

14. Documents required for issuing both the certificates are different.

15. A legal heir certificate requires 15-30 days, whereas a succession certificate could take up to 6-7 months.

16. As mentioned above a Legal Heir Certificate is used for different beneficiary claims of while we use the Succession Certificate for transferring property and also for paying or collecting debts on behalf of the deceased.

This article is written for educational purposes, this is not for any kind of advertisement of the writer.


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