If father has left a will apply for probate of will
it applies for both movable and immovable property
in schedule mention details of his bank accounts,car ,immovable property
you dont need succession certificate
After my father's death last year, we are not able to get money out of his bank account, and we are not able to sell the car that was in his name. Even though father's will clearly states that all property and wealth will belong to his wife after his death, banks and car agents are not considering the will. They are asking for succession certificate. So how does one get a succession certificate? Can a lawyer here help in preparing the document we need to file in court to get succession certification?
First answer received in 30 minutes.
Lawyers are available now to answer your questions.
If father has left a will apply for probate of will
it applies for both movable and immovable property
in schedule mention details of his bank accounts,car ,immovable property
you dont need succession certificate
Dear Client,
to get succession certificate, you need to go to the nearest Taluk or the Tahasildar office. The applicant can also approach a District Civil Court in the area to apply for the certificate, Receive the application, Enter the Details, Attach the Documents, Submit the application. On submitting the application, the local revenue officers and village administrative officials will verify the application. On completing the procedure, the applicant can obtain the certificate. it requires minimum 14 days to issue the certificate.
A succession suit will have to filed in the Court under the Indian Succession Act.
Court Fee on this suit has to be based on the valuation of the movable assets against which the succession certificate is sought.
Whole process could take about 5-6 months roughly.
Regards.
A petition/suit has to be filed in concerned District court by your mother against State of NCT, Delhi and legal heirs of your father giving details of all the bank accounts etc. On admission of the petition, the concerned court issue direction/summon to the SDM concerned, publication in newspaper, summon to legal heir of your father and summon to bank with record of the bank, etc. On the date of hearing, statements of all the parties would be recorded and thereafter final arguments would be heard. Finally, the court would pass the order for Succession certificate which would be issued on making 4% court fee on the amount claimed. The process may take 3 to 6 months depending upon the progress/follow up of the case thoroughly. I hope this would suffice your query.
Where there is a genuine Will, there is absolutely no need for any succession certificate. Send them legal notices demanding necessary action based on the Will. In the case of default, file a suit in consultation with your lawyer.
- If this WILL is simply written in the presence of two witnesses , then bank may not consider for the same , and may required a Probated WILL.
- Hence, if there is property sharing mentioned in the WILL , then you can apply before the Court for getting probated said WILL , and it will be dully accepted by the bank and also it can used for transfer the property in the name of beneficiary.
- A succession certificate can be used to receive the fund from the bank only , and you have to file a petition before the District judge in Delhi for getting the same.
- You can contact me , for further suggestion.
You cannot get a succession certificate by filing any document from court
It is another regular case which has to undergo due process of law in its entirety.
You may approach a local lawyer and file a case seeking succession certificate as per provisions of law.
For filing a petition in the local court, what is the document that needs to be filled in and submitted? Who needs to sign that document and what accompanying documents are required? There are two legal heirs - both sons. Thank you.
Death certificate of deceased father
2) schedule of property in respect of which succession certificate or probate is sought
To clarify: Father willed everything to mother before death. Will was not registered. Mother is still alive and well. Only two legal heirs - both sons - are alive. It is my understanding that succession certificate is only required when legal heirs are claiming their share in parents' properties in the absence of a (registered) will. If will is not registered, then mother / legal heirs can apply for probate of will. Probate is official proof of will, and banks / car agents should accept that document to release funds or to sell the car. Is my understanding correct? But what to do with banks and car agents? They are repeatedly asking for succession certificate to make any progress.
Succession certificate is required only for movable debts and securities ie bank accounts ,shares ,car etc
if there is will then you require probate
it should mention details of immovable property and movable assets like bank accounts,shares etc
if said details are mentioned bank and agents would accept it
Instead of getting the will probated, can I get a succession certificate issued instead? Which is the quicker process? Getting the will probated? Or obtaining a succession certificate? Who files for probate of will? Mother or the legal heirs or both? Who files for succession certificate? Mother or the legal heirs or both?
For filing a succession certificate case before court, you need to possess documents against which you would require this succession order.
You can make ready the copies of all the documents pertaining to bank accounts, fixed deposits or share certificates etc, besides you need a death certificate and a notarised genealogical tree certificate.
You can consult a local lawyer who will specify the details of any additional documents that may be required based on the facts of the case.
When deceased father has left a will you have to apply for probate and not succession certificate
2) executor applies for probate of will
3) legal heirs apply for succession certificate
If your father had bequeathed the properties including movable assets to your mother and there is a specific mention about the movable properties with details therein, then she can get the Will probated after which she can make a claim for the said properties based on the probated Will.
If they still refuse then you can drag both of them to consumer forum seeking additional compensation for the deficiency in their service.
Whether the succession certificate or the probate of Will, you have to approach court competent only.
You cannot get the succession certificate from any government agency.
In either of the case the respondents are you and your brother, and you people are going to submit to the decree, hence both the cases will take more or less the same time.
The case seeking grant of probate of Will has to be filed by the beneficiary of the Will, the other legal heirs can be impleaded as respondents.
However the succession certificate has to be filed by all the legal heirs together (provided if all of them agree),
When there is a Will subsisting to distribute the said properties, the succession certificate would not be necessary.
Following document are to filed of succession certificate…
Thank you all. The only assets in question are movable assets like bank accounts, cars, etc. There is no issue with real estate. Mentioning just in case this changes anything in the procedure to be followed.
If father has left any house then apply for probate
it is necessary to peruse will of deceased father to advice further
If the Will specifies the details of the bank account balance and the disposal of car to the beneficiary and the Will is a legally valid then the beneficiary of the Will is entitled to acquire the bequest made in the Will, which the bank or the car agent cannot deny.
The bank or the car agent are not the law or court to decide about the position of law involved in this.
If they refuse to recognise the probate of Will as a legally valid document, then you can drag them to consumer court for deficiency in service because they act on their own whims and fancies without adhering to the law of the land and also have committed deficiency in service to the customer.
Thank you. Things are becoming clearer now. Few more questions. I just reviewed my dad's unregistered will. The will only makes a blanket statement about properties, assets, and wealth being transferred to my mother after his death. The will does not mention any specific bank accounts, cars, etc. So it seems getting this will probated will not help with getting funds withdrawn from his bank accounts, selling his cars, etc. So it looks like getting a succession certificate is the only way to deal with this. Correct?
You are absolutely wrong
apply for probate
in schedule give particulars of all his assets ie immovable property,bank accounts,car etc
If you furnish improper or incorrect information while seeking advise/suggestion/opinion, then you are tend to get misleading information only.
If there is no specific mention about the details of bank account balance and the car in the Will then the process of getting the probate of Will would not serve any purpose.
Therefore you may better apply for succession certificate a per due process of law.
You have found your late father’s will which is not registered. Since you have unregistered WILL you need to apply for probate. You can include all the other assets i.e Bank Accounts or any other immovable property which is not there in WILL
Why you need Succession Certificate when your late father has already written Will?
Just FYI, it takes minimum six months to get a Succession Certificate and Probate a Will from High Court of Bombay.
Dear Client,
Banks and financial institutions ask for a succession certificate when releasing funds to a certain nominee who might not be registered as the legal beneficiary. so getting succession certificate is needed.
- Your mother can only apply for Probate of WILL , and not sons during her life time.
- Succession certificate can be filed by any of the heirs, however if you want to name mother , then she should file this petition , and NOC from sons is necessary for getting this certificate.
- As per law, registration of a WILL is not mandatory , and it can be written on a paper in the presence of two witnesses.
- Since this WILL not contains the details of bank fund then a succession certificate is needed for getting same.