Application for Succession Certificate (Section 372, Indian Succession Act)

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An application to the civil court for a succession certificate to collect debts and securities of a deceased person, such as bank deposits, shares and mutual funds.

Editable Word document2 pagesDetailedInstant download

Template for general reference only; not legal advice. Adapt it to your facts and have it checked by an advocate before use.

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What this draft covers

  • Particulars required by Section 372
  • Family tree and rights of the applicant
  • Schedule of debts and securities with values
  • Consent of other heirs
  • Verification and prayer

When to use it

Use when banks, companies or registrars insist on a succession certificate before releasing deposits, shares, mutual funds or other debts of a deceased person who left no Will.

Format: Editable Word document (.docx), 2 pages.

Preview

IN THE [CITY CIVIL COURT AT BOMBAY / COURT OF THE DISTRICT JUDGE AT ●]

MISCELLANEOUS APPLICATION / SUCCESSION CERTIFICATE APPLICATION NO. [●] OF 20[●]

In the matter of an application under Section 372 of the Indian Succession Act, 1925 for a succession certificate in respect of the debts and securities of [name of deceased], deceased.

[Name of applicant], aged [●], [occupation], residing at [address] ……… Applicant

THE APPLICANT ABOVE NAMED STATES AS FOLLOWS:

1. [Name] (the “Deceased”) died at [place] on [date]. A copy of the death certificate is annexed as Exhibit A.

2. At the time of death, the Deceased ordinarily resided at [address], within the jurisdiction of this Hon’ble Court. [Or: The Deceased had property within the jurisdiction of this Court, namely ●.]

3. The Deceased died intestate. The Deceased was a [Hindu / ●] governed by [the Hindu Succession Act, 1956 / ●].

4. The Deceased …

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Does it need stamping or registration?

Many property and transfer documents attract stamp duty, and some must be registered. Check the stamp and registration requirements for your document and State, or ask your advocate.

Is this legal advice?

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