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Kolkata advocate (Advocate)     21 June 2021

How to claim money from post office after father's demise?

One of the sibling is not furnishing legal documents like adhar card details, investment documents of deceased father. How the other son can claim his share from post office or even get the details of father's investments? Post office says they will transfer the money only to nominee. But we know as per succession act nominee is just a trustee.. So other legal heirs can claim their share from post office investments even if father has not made them nominee. But if they do not get the details how they can claim their share? Can we file rti to get deceased father's account details irrespective of who is nominee?



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 2 Replies

SHIRISH PAWAR, 7738990900 (Advocate)     21 June 2021

Hello,

Yes, the nominee is just a trustee for legal heirs. In order to get a share in the investment, you have to get a succession certificate from the court. You should have the investment details, death certificate to file a succession certificate. Aadhar card of deceased is not required. 

Kolkata advocate (Advocate)     21 June 2021

Originally posted by : SHIRISH PAWAR, 7738990900
Hello,

Yes, the nominee is just a trustee for legal heirs. In order to get a share in the investment, you have to get a succession certificate from the court. You should have the investment details, death certificate to file a succession certificate. Aadhar card of deceased is not required. 

The other heir is not giving investment documents. How to get those details? Can we file RTI to post office giving proof of legal heir ship? The relationship between two brother isnt good. So what are alternative ways? Post office asking for fathar' s adhar card to reveal investment plans


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