We have a registered Will and Legal Hier Certificate, do we still need to Probate a Will or get Sucession certificate, to claim the PPF amount of our deceased parents? - No legal disputes between Legal Hiers, all have signed the claim forms
Giri 14 January 2019
We have a registered Will and Legal Hier Certificate, do we still need to Probate a Will or get Sucession certificate, to claim the PPF amount of our deceased parents? - No legal disputes between Legal Hiers, all have signed the claim forms
Shashi Dhara 14 January 2019
G.L.N. Prasad (Retired employee.) 15 January 2019
In case of registered will it is more than sufficient, and in several places probate is not required. Succession certificate is required mostly for fixed assets and not for PPF. Enclose copy of legal heir certificate and signatures of all legal heirs as NOC with copy of will so that there is no chance to raise any objection. This is only as abundant precaution to get the claim settled without any objections.
G.L.N. Prasad (Retired employee.) 15 January 2019
Take a legal opinion from a local advocate preferably of any Bank's advocate on their demand, and enclose the legal opinion to SBI. Let them reject this time.
Shashi Dhara 15 January 2019
P. Venu (Advocate) 15 January 2019
Have the legal heirs made the claim duly supported by the legal heir certificate? Had the deceased parents made any nomination? How is the Will relevant?
Giri 16 January 2019
All Legal Hiers have made the claim duly supported by a legal hier certificate issued by Local city Authorities, Decesased parent made the nomination in each other's name and both have passed away. Will is a registered will
P. Venu (Advocate) 16 January 2019
What decision has been taken on the 'claims'? Does the Will make any mention of the PPF account? If so, how?