• My died brother nominated my married sister in bank/post office deposits but intends to deprive me

We are 4 brothers & 3 sisters , we are hindu . Parents , 3 brothers & 2 sisters are expired. 3rd elder bachelor brother died on 14/03/2019 & found some FDRS in banks & post office are nominated in my married sisters name , she intends to deprive me, I took physical possession of all FDRS. now I intend to file succession petition in court. I & my said sister are only living brother /sister , other are expired.Please guide me whether the judge will pass order in favor of me to get 50% share in total deposits , whether the bank/post office will pay me without turning up of my sister in banks/post office , because of 
bitter relation .. please reply, waiting eagerly for your suggestion / reply/ guidance
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Asked 5 years ago in Property Law
Religion: Hindu

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24 Answers

1) a nominee is only trustee for legal heirs 

 

2) apply for and obtain succession certificate from district court 

 

3) you have equal share in fixed deposit lying in bank  of your deceased brother 

Ajay Sethi
Advocate, Mumbai
94695 Answers
7527 Consultations

5.0 on 5.0

You have equal share in deceased brother property 

 

2) applyfor and obtain letters of administration from district court for immovable property standing in name of deceased brother and for fixed deposit standing in his name 

 

 

Ajay Sethi
Advocate, Mumbai
94695 Answers
7527 Consultations

5.0 on 5.0

You needs to file for Succession certificate and the same will be challenged by other legal heirs in your case.  Therefore court will decide the same

Prashant Nayak
Advocate, Mumbai
31930 Answers
179 Consultations

4.1 on 5.0

Hello,

yes you can claim 50% share in the said property. If she does not turns up despite service of the summon then the court will pass order in her absence.

 

regards

Anilesh Tewari
Advocate, New Delhi
18078 Answers
377 Consultations

5.0 on 5.0

Yes you can approach municipality in order to establish succession.

 

regards

Anilesh Tewari
Advocate, New Delhi
18078 Answers
377 Consultations

5.0 on 5.0

It is important to know the difference between a nominee and a beneficiary. A nominee is a person who is nominated in an insurance policy to receive or administer the policy monies upon the demise of the policyholder. A beneficiary does not merely act as an executor or trustee who holds the policy monies for others.

You will have an equal share in the property of your deceased brother.

Siddharth Jain
Advocate, New Delhi
6303 Answers
102 Consultations

5.0 on 5.0

You will have to seek letters of administration and succession certificate from court for transfer of movable and immovable property belonging to your late brother.

Siddharth Jain
Advocate, New Delhi
6303 Answers
102 Consultations

5.0 on 5.0

Dear client 

You can file the petition for succession certificate in court by which court will give succession certificate to both of you.

Partition suit can be filed for the immovable assets of your parents but not on immovable property for that you will be needing succession certificate.

And for transfer of property in your name you can apply for legal heir certificate in municipal corporation. After which property will be transferred to you and your sister name. 

But if your sister is nominated in the bank account and other investment by your brother then she will have to go to bank to withdraw the money. 

Mohit Kapoor
Advocate, Rohtak
10687 Answers
7 Consultations

5.0 on 5.0

A nominee of an account holder is merely a care taker of the property or money. After the death of the account holder, the nominee is the person to whom the property/amount is to be disbursed by the bank and the amount so disbursed is subject to any claim by successors of the deceased. So the nominee is not the owner of money and she is only a care taker or trustee. The legal heirs of the deceased has the right to claim money under law.

Mohammed Mujeeb
Advocate, Hyderabad
19299 Answers
32 Consultations

4.7 on 5.0

You will not gain anything as the nominee is your sister and that will prevail.

Koshal Kumar Vatsa
Advocate, Gurgaon
2283 Answers
3 Consultations

5.0 on 5.0

Dear Sir,

Yes, you can file a succession petition in court and get your share in your brothers property. i.e FDRS as you and your sister having equal shares.

The following information may kindly be read:

First, let us understand the rights of a nominee in case of Bank Fixed Deposit (FD). It is very much important to appoint nominee in all your financial transactions. Otherwise, you may end up with cases like THIS. In the case of Bank Fixed Deposit (FD), below are the few rights of nominees.

  • Nominee acts like trust. He has no rights over the asset. He simply acts as a custodian and makes sure that the deposit must reach to a proper legal heir. However, he can claim the amount only when it is  specified under the will or if he inherits the money.
  • He is the contact person in case the depositor dies before maturity.
  • He has to submit the proof while claiming the amount.
  • The nominee must be an individual and one member. HUF, trust or societies can’t appoint nominees.
  • If you haven’t appointed nominee during creating Bank Fixed Deposit (FD), you can do so at a later stage too (but before maturity).

Netravathi Kalaskar
Advocate, Bengaluru
4952 Answers
27 Consultations

4.8 on 5.0

Nomination dose not give any inheritance right.Purpose of appointing a nominee is to have someone who is trustworthy and responsible to handle the nominator's assets after his death and than assets will inherit equally between heirs. 

Apply for succession certificate. Do expired siblings have any children, if yes than they will inherit their share.

Yogendra Singh Rajawat
Advocate, Jaipur
22630 Answers
31 Consultations

4.4 on 5.0

1.  IF deceased brother has left a WILL, THEN file for probate of the will in your favor.

2. IF deceased brother has NOT left a WILL, THEN file for "letter of administration" in your favor.

Hemant Agarwal
Advocate, Mumbai
5612 Answers
25 Consultations

5.0 on 5.0

1. Mere nomination in respect of movable assets of investment doe snot make any sole right in the favour of the nominee and the law of inheritance will take force as if there is no nomination.

2. So if you file a succession certificate then the court is bound to divide the money among his legal heirs left your Brother , since deceased.

3. In the succession certificate proceeding seek injunction as well so the bank may not disburse the money n favour of your sister in the meantime.

Devajyoti Barman
Advocate, Kolkata
22816 Answers
488 Consultations

5.0 on 5.0

1. If there are no other legal heirs of your said late brother execpting you and your said sister, then you can claim 50% share of your late brother's moveable and immoveable properties based on the succession certificate.

 

2. Bank will go as per the succession certificate isued by the Court. Yopu shall have to write to the Bank not to close the FD accounts of your late brother and remit the amount to the account of your sister being the nominee.

Krishna Kishore Ganguly
Advocate, Kolkata
27219 Answers
726 Consultations

5.0 on 5.0

1. Succession certificate issued by the Court indicates the successors of movebale property.

 

2. You can get the legal heir certificate even without any succession certioficate obtained from the Court.

 

 

Krishna Kishore Ganguly
Advocate, Kolkata
27219 Answers
726 Consultations

5.0 on 5.0

Brother sister will inherit deceased brother share only when he died heir less and bachelor.

Yogendra Singh Rajawat
Advocate, Jaipur
22630 Answers
31 Consultations

4.4 on 5.0

Until and unless ther is a stay order by any court of law, the bank or the post office are not obliged to stop the payment of death claim amount to the nominee of the account of the deceased.

Even though a nominee is just a trust to receive the claim amount on behalf of the legal heirs and to distribute the same to all the legal heirs equally, the nominee i.e., your sister may think it otherwise hence you being one of the class II legal heirs similar to her status, you may file a succession certificate before the court competent to claim yor share also to direct the concerned authorities to stop disbursement of the amount until the case is disposed and then to distribute the amount equally to all the legal heirs as listed by the court of law.

Discuss with a local advocate and proceed.

T Kalaiselvan
Advocate, Vellore
84895 Answers
2190 Consultations

5.0 on 5.0

The succession certificate in respect of class II legal heirs by a court competent will be sufficient enough to prove the legal heirs to the deceased and you need not apply for legal heirship certificate from any revenue department subsequently. moreover the revenue department has no authority to issue legal heirship certificate in respect of class II legal heirs of the decesed, they are empowered to issue legal heirship certificate only in respect of class I legal heirs of the deceased alone.

T Kalaiselvan
Advocate, Vellore
84895 Answers
2190 Consultations

5.0 on 5.0

On demise of brother intestate you and your sister  being surviving siblings would inherit bachelor brother estate 

 

children of deceased brother and sister have no share in his property 

Ajay Sethi
Advocate, Mumbai
94695 Answers
7527 Consultations

5.0 on 5.0

Yes they all have shares in the assets left by their respective their parent.

Devajyoti Barman
Advocate, Kolkata
22816 Answers
488 Consultations

5.0 on 5.0

As he was bachelor a his siblings will have share if siblings died then there children will have share

Prashant Nayak
Advocate, Mumbai
31930 Answers
179 Consultations

4.1 on 5.0

No, they cannot claim any share in such properties that belonged to your deceased brother.

It shall belong to his class I legal heirs, in the absence of class I legal heirs then it may devolve on the surviving class II legal heirs namely his siblings who survive his death.

T Kalaiselvan
Advocate, Vellore
84895 Answers
2190 Consultations

5.0 on 5.0

DECEASED 1ST ELDER BROTHER'S SON & DAUGHTER are not eligible 

DECEASED SISTER'S SON & DAUGHTERS are not eligible 

Regards

 

Anilesh Tewari
Advocate, New Delhi
18078 Answers
377 Consultations

5.0 on 5.0

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