Income tax return of a deceased person

- You need to upload the following documents only

1. Copy of death certificate

2. Copy of PAN of deceased

3. Self attested PAN card copy

4.  legal heir certificate (i.e. issued by court of law/local revenue authorities/registered will/family pension certificate)

Link is : incometaxindiaefiling.gov.in 

For deceased person the following details are required to register as authorised representative:

Copy of the PAN card of Deceased
Copy of the PAN card of the legal heir
Copy of Death Certificate
Copy of Legal Heir Proof as per the norms mentioned in e-Filing portal.

The following documents are accepted as Legal Heir proof (Any one from below):

• Legal Heir Certificate issued by Court of Law /Local Revenue Authority.
• Surviving family member certificate issued by the Local Revenue Authority.
• Family Pension certificate issued by Central/State Government.
• Registered will.
• Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time demise.

Sir I think you are searching other things because executor means a person who handles insolvency proceedings.

Hope you find the information helpful if you do please rate it 5 and provide your valuable feedback for my improvement.

Thank you.

Dear Sir,

Following documents are required to be register as legal hier:

• Copy of the PAN card of Deceased
• Copy of the PAN card of the legal heir
• Copy of Death Certificate
• Copy of Legal Heir Proof from the below list: (Any One)
  

  • Legal Heir Certificate issued by Court of Law /Local Revenue Authority.
  • Surviving family member certificate issued by the Local Revenue Authority.
  • Family Pension certificate issued by Central/State Government.
  • Registered will.
  • Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time demise

As per the information provided by you, you might be registering at wrong place or choosing the wrong option to register. Please follow the following steps to register as legal hier:

1. Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
2. Go to the ‘My Account’ menu located at upper-left side of the page > Click 'Register as Representative'
3. Select the ‘Request Type’ as ‘New Request’ and Select the ‘Category to Register’ as ‘Deceased (Legal Heir)’ > Click ‘Proceed’
4. Upload the documents mentioned above and provide the required details.
5. Click ‘Submit’. A Success Message will be displayed confirming the submission of request to ‘Register as Legal Heir’.

Thanks and Regards 

Divya Chugh 

Might be you have opened some wrong option. Please take the help of professional to avoid mistakes.

Hello,

Any of the following can be submitted for the purpose of Legal Heir Certificate,

• Legal Heir Certificate issued by Court of Law /Local Revenue Authority.
• Surviving family member certificate issued by the Local Revenue Authority.
• Family Pension certificate issued by Central/State Government.
• Registered will.
• Letter issued by the banking or Financial Institution on their letterhead, with official seal and signature stating the particulars of nominee or joint account holder to the account of the deceased at the time demise.

I hope this answer satisfies your requirements. 

Regards,

CA Hunny Badlani

Dear Sir,

Hope you are doing well !!

Attach the following documents as attachments against the hyperlink  www.incometaxindiaefiling.gov.in) 

• • Copy of the PAN card of Deceased
• • Copy of the PAN card of the legal heir
• • Copy of Death Certificate
• • Copy of Legal Heir Proof from the below list:
  

  • o Legal Heir Certificate issued by Court of Law /Local Revenue Authority.
  • o Surviving family member certificate issued by the Local Revenue Authority.
  • o Family Pension certificate issued by Central/State Government.
  • o Registered will.
  • o Letter issued by the banking or Financial Institution in their letter head, with official seal and signature mentioning the particulars of nominee or joint account holder to the account of the deceased at the time demise.

• • Copy of the order passed in the name of the deceased (Mandatory only if the reason for registration is 'Filing of an appeal against an order passed in the name of deceased').
• • Copy of the order /notice (Mandatory only if the reason for registration is 'Filing of return of income/form of period in which deceased was alive through condonation request' (or) 'A notice/order received from Income Tax Department in the name of the applicant for compliance on behalf of a deceased')

It is advisable to take a phone consultation for detailed discussion.