Status of Deceased Legal Heir

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This discussion clarifies the rights of legal heirs when one of the original beneficiaries passes away. It confirms that the deceased beneficiary's heirs inherit their proportionate share of the original estate. The conversation also touches upon the practicalities of managing the estate, including the role of an AR (Authorised Representative) for filing tax returns.

RAJEEV KUMAR MEHTA

RAJEEV KUMAR MEHTA (Querist)
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13 July 2024 A expires and leaves behind three legal heir. Subsequently one of the legal heirs expires. Does the legal heirs of deceased legal heirs will be reckoned as legal heirs of A?
Please advise

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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13 July 2024 Yes, definitely. His/her legal heirs would be beneficiary of the one third shares of the grand parent.

RAJEEV KUMAR MEHTA

RAJEEV KUMAR MEHTA (Querist)
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13 July 2024 Thank You Sir! So the legal heirs chain continues till the rights/claims are settled. Thanks again!

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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13 July 2024 Yes, correct. Proportionately.

RAJEEV KUMAR MEHTA

RAJEEV KUMAR MEHTA (Querist)
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13 July 2024 Thank You very much once again!

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RAJEEV KUMAR MEHTA

RAJEEV KUMAR MEHTA (Querist)
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19 August 2024 Sir,
Based on your kind advice have submitted the request for registration as AR. Would know the outcome in next seven days.

Once the registration is done whether the filing of return for AY 24-25 would be done through login of deceased or
AR?
Kindly Advise!

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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19 August 2024 Through login from AR's account.

RAJEEV KUMAR MEHTA

RAJEEV KUMAR MEHTA (Querist)
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19 August 2024 Thank You Sir!
Regards!

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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25 August 2024 You are welcome.

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