Legal heir of deceased person: re - letter issued by bank

12594 views 8 replies

Aniruddha Rajaram Chikodi

Audit manager

35 Points Joined September 2013

Is there any specific format for applying as legal heir.

With respect to

"letter issued by the banking or financial institution in their letter head,with official seal and signature affixed stating that so and so holding pan/s was/were the nominee/s of the deceased to the account/instrument/s held in the name of the deceased with the institution and the same was not withdrawn till the death of the deceased"

I have applied for the same and the application has been rejected by income tax department

Attached File : 1136841 20180724081809 gmail fwd request rejected for registering yourself as a representative for shashikant balkrishna dixit.pdf downloaded: 1166 times

Replies (8)

Dhirajlal Rambhia

SEO Sai Gr. Hosp.

208190 Points Joined July 2016

Yes, with the reason specified.

Also given the details about the documents needed for the application of 'Legal heirship'

So, what is the query now....... Re-apply as suggested.....

Shripal Jain

12 Points Joined August 2017

Had you mentioned details of Nominee in that letter from Bank Manager?

LASHI KALRA

FARIDABAD

34 Points Joined March 2014

please provide a format of bank letter regarding nominee in case of legal heir....

Ritik Chopra

student

8138 Points Joined October 2017

To,

The Branch Manager,

BANK name ,Branch

Dear Sir,

Re: Deceased Account

Late Shri / Smt. ____________________________

Account No(s). ____________________________

I / We lodge my / our claim for the balances with accrued interest lying to the credit of the above named deceased who died intestate. I / we am / are the legal heir(s) / nominee/joint holder of the above named deceased and lodge my / our claim for payment as per the bank's rules and discretion.

Phanindrakumar Ragam

2 Points Joined January 2018

did you have any specific format in rtf now ?

rajesh

manager

4 Points Joined January 2016

please provide a format of bank letter regarding nominee in case of legal heir...

Read more at: https://www.caclubindia.com/forum/legal-heir-of-deceased-person-re-letter-issued-by-bank-474697.asp#reply

rajesh

manager

4 Points Joined January 2016

Udit Sharma

2 Points Joined December 2022

Letter issued by the banking or financial institution in their letter head with seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time of the demise