Legal heir certificate

Rakhi (Querist) 24 January 2015 This query is : Resolved
our HUF is consisting of 4 members,me ,my husband,and two children who are still minors.My husband passed away recently due to prolong illness.Now I am the karta and my two sons(minors)are coparceners.My query is that my husband was holding mutual funds in HUF which I want to get transferred in the same HUF but with the karta changed.The companies also want a successor certificate or legal heirs certificate along with other documents.With only 3 of us in HUF and in this case my sons being minor,do i need to give that certificate?Because getting that is a long tedious process.The holdings are above threshold limit.
Rakhi.

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kavksatyanarayana (Expert) 24 January 2015
Apply for legal heir certificate from the Tahsildar concerned. in the application you shall mention that the children are minors represented by their guardian/mother. if you want succession certificate, apply to the court concerned through a local lawyer.
you can act in individual capacity and on behalf of you minor children.

Rajendra K Goyal (Expert) 25 January 2015
Submit the required documents including legal heir certificate which can be get issued from Tehsidar office.

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