Filing return as Legal Heir

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This discussion addresses the process of filing a tax return as a legal heir after a death in April 2021. The user seeks clarification on how to count the number of surviving legal heirs (one brother and two married sisters) for the e-filing website. Additionally, they are requesting sample wording for a notarised affidavit and letter of indemnity, adapting existing templates for the Income Tax department.

vikram

vikram (Querist)

17 August 2021 My father has left for heavenly abode in April 2021. We plan that return as Legal Heir will be Filed by my mother. efiling website now requires:

1. Number of surviving member as the legal heir for the deceased.
We are One Brother and Two Sisters, all married. My Father has not left any will though nominations are mentioned in most of Financial Investments. What should be "Number of surviving member as the legal heir for the deceased" ?

2. Can anyone share the wording for Notarised affidavit and Letter of indemnity ?

CA R SEETHARAMAN

CA R SEETHARAMAN (Expert)

17 August 2021 Take wordings from the link.
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.iprs.org/wp-content/uploads/Indemnity-Bond-Affidavit-Joint-Affidavit-for-Legal-Heir.pdf&ved=2ahUKEwjSrojhuLfyAhVi3jgGHQJTDnQQFnoECAMQAQ&usg=AOvVaw3hdCUthoZ_r1Vcleadfj6W

vikram

vikram (Querist)

17 August 2021 Thanks Sir. Documents have been prepared for membership of some society. I understand that I should modify them according to requirement for Filing of return and may be substitute the word IPRS with Income Tax department. Is that right ?

CA R SEETHARAMAN

CA R SEETHARAMAN (Expert)

17 August 2021 Yes, you are right proceed.

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