Succession certificate (s.372 ISA)
The court certificate to collect a deceased person's bank money, deposits and shares.
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How the paper begins
With Dastavo's sample details; the people and places are fictional. The words in blue are the ones you fill in.
IN THE COURT OF Civil Judge (Senior Division), Amarnagar
PETITION UNDER SECTION 372 OF THE INDIAN SUCCESSION ACT, 1925 FOR GRANT OF A SUCCESSION CERTIFICATE
Respectfully Showeth:
1.That Jagir Singh died on 04-05-2026, and at the time of death ordinarily resided at Village Kalyanpur, Tehsil Amarnagar, within the jurisdiction of this Court.
2.That the deceased left no will, and the following are the legal heirs:
(a)Balwant Kaur (widow), the petitioner
(b)Harjit Singh (son), Model Town, Amarnagar
3.That the petitioner is entitled to the following debts and securities of the deceased, for which this certificate is sought:
| No. | Debt or security | Amount |
|---|---|---|
| 1 | Savings account No. 00000012345, Amar Co-operative Bank | ₹1,12,450 |
| 2 | Fixed deposit No. 7788, Amar Co-operative Bank | ₹2,00,000 |
4.That no other application for a probate, letters of administration or succession certificate in respect of the estate has been made. The other legal heirs have no objection, and notice may be issued to them and to the public.
The rest of the paper is in Dastavo.
What to bring
Papers to bring
- The death certificate of the deceased (photocopy; the original to show)
- Proof that the deceased lived in this district: Aadhaar, voter card or a utility bill in the deceased's name
- Details of each debt and security: account and FD numbers with statements, shares or bonds, and the amount of each
- The names, relations and addresses of all legal heirs, and their no-objection affidavits if they agree
- Aadhaar card or another photo identity proof, with proof of the present address (photocopies; the originals to show)
Where to go
Filed through an advocate in the District Court (or the civil judge it assigns) of the district where the deceased ordinarily lived; the court publishes a notice, usually in a newspaper, and hears any objection before granting it.
Fee
Court fee on the value of the debts and securities under the state's court-fee law, as the counter assesses, and the newspaper charges for the notice. The advocate's fee is separate.
Good to know
- A succession certificate covers only money and securities (bank deposits, shares, sums due), not land or a house: those go by mutation, or by probate where there is a will.
- The court may ask for a security bond with a surety before granting the certificate (s.375).
- Many banks settle a small claim without a certificate, up to a limit each bank fixes; ask the bank first.
Papers and fees can change. Check with the office before you go. Guidance only, not yet reviewed by a lawyer.
Stamp paper
Court fee and welfare stamps, where needed, are affixed as the court office directs.