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B. P. Mundra & Co. Mobile 9314501680, 9314501791, 8561948425
Chartered Accountants
822 A, Mundra House, Shivaji Nagar, Near Hanuman Temple, Civil Lines, Jaipur-302006
Ph.No. (O) 2225110, 2225116, 2224085
[email protected] url bpmundraca.com
Dear Sir,
Kindly refer to our discussion on appointing legal heir of a deceased.
Legal heir:-How to appoint the legal heir and file the ITR of a deceased. We need following documents:-
1. Step 1:
A Register as legal heir. It is mandatory. We need any of following documents:-
a. The legal heir certificate issued by court.
b. The legal heir certificate issued by Local revenue authorities.
c Certificate of surviving family members issued by the local revenue authorities, e g; Municipality, etc. If it is in language other than English then also attach notarize English translated virgin.
d. The registered Will of the deceased person
e. The family pension certificate issued by the State/Central government.
B. After getting any of the above certificate /document following steps needed
a. Login to income tax department efiling portal.
b. Select My Account to register as Representative.
c. Select New Request.
d. Select in Add/Register as representative – “Register yourself on behalf of another person”.
e.Select the category to register as Estate of deceased.
f Register as legal heir
g Fill the following details in deceased information in the registration
h. Attach Documents as follows:
1. Copy of Death Certificate.
2. Copy of the PAN Card of the deceased
3. Self-Attested PAN card Copy of the Legal heir
4. Legal Heir Certificate.
g. After verification, the e-filing administrator either approve or reject with remark. If reject then comply with the remark to get register.
h. Now you can file ITR as legal heir.
I Kindly note that the legal heir is responsible for paying taxes, interest or penalty. But liability of the legal heir is limited to the extent to which the assets he inherited.
For appointment of a legal heir our professional fees is Rs. 11,000/-
Pls issue cheque in the name of
B. P. Mundra & Co. or RTGS on following bank details Account number 11740 21000 0984 IFSC Code UCBA0001174
Please note that after filing this form you shall get OTP on the mobile No. given by you, so soon after receiving OTP send it to us as it will expire within 20 min. For this we will inform you in advance before filing the form.
Thank You
Please contact Mr Dharam Raj 9784343961 for Digital Signature related point.