660+ Lawyers are online 
How to claim Income tax refund of deceased
11-Jun-2023 (In Civil Law)
How to take income tax refund of the deceased (mother ) especially when all the saving bank accounts have been closed. Can the son give his saving bank account number & collect the refund while filing IT return online. If not what is the process to claim.
This is my response to you:
1. Obtain a succession certificate from tehsil office;
2. You will need to apply for it as soon as possible;
3. Carry necessary documents that need to be attached with your application;
4. Consult a local lawyer and take steps.
1. Obtain a succession certificate from tehsil office;
2. You will need to apply for it as soon as possible;
3. Carry necessary documents that need to be attached with your application;
4. Consult a local lawyer and take steps.
Helpful?
Adv. Gowaal Padavi
Mumbai | 500+ Answers
CONTACT NOW
As per the Section 159 of the Indian Income Tax Act 1961, the legal heir is liable to file the ITR and pay the income tax dues, if any. The online provision to file the taxes makes it easy for everyone. Income Tax Rebate calculation can be done by a chartered accountant. The legal heir will be considered as the assesse. As applicable on the deceased assesse, all the Income Tax provisions will be levied accordingly on the legal heir. The legal heir will need to register him/herself as the legal successor of the decedent online, on the income tax website. This will allow him/her to file the ITR online on the behalf of the deceased & also to claim income tax refund if any.
Helpful?
Adv. Pankaj Bajaj
Mumbai | 500+ Answers
Chat
The nominee of the deceased can operate the bank account of the deceased and transfer the funds to the son. If, however, the deceased passed away without appointing a nominee you will have to prove that you are a legal heir of the deceased for which you will have to obtain a succession certificate from the District Court or High Court (if in Greater Mumbai).
Helpful?
Adv. Gaurav Sharma
Mumbai | 25+ Answers
CONTACT NOW
Disclaimer: The above query and its response is NOT a legal opinion in any way whatsoever as this is based on the information shared by the person posting the query at lawrato.com and has been responded by one of the Divorce Lawyers at lawrato.com to address the specific facts and details.
Connect with top Civil lawyers for your specific legal issue
No Comments! Be the first one to comment.
"lawrato.com has handpicked some of the best Legal Experts in the country to help you get practical Legal Advice & help."
