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Inheritance & Estate

Inheriting a flat in one state, land in another, deposits in a third

The estate is scattered across different states, and you are worried you will have to run a separate legal and tax process in each one.

The assets you have inherited are not in one place. A flat in one state, agricultural or plot land in another, bank deposits and shares registered somewhere else. From abroad, it looks like you will have to fight the same paperwork battle several times over, one court, one set of certificates, one tax filing per state. In fact the legal side usually consolidates into a single proceeding, and the tax side is a single return, because income tax in India is national rather than state by state.
Last reviewed: 26 July 20268 min readReviewed by Preetesh Maloo, CA

The short answer

You usually do not need a separate process in each state. A succession certificate is granted by the District Court where the deceased ordinarily lived, and it is effective throughout India, so a single certificate generally reaches deposits and securities in other states. Where there is a will, a December 2025 change to the Indian Succession Act means probate is no longer mandatory to act on it. On the tax side, income tax is a central levy, so there is a single return on your own PAN covering the flat, the land and the deposits wherever they sit, not a filing per state.

References on this page

  • Section 371, Indian Succession Act 1925: succession-certificate jurisdiction (where the deceased resided)
  • Section 380, Indian Succession Act 1925: a certificate has effect throughout India
  • Repealing and Amending Act 2025: Section 213 omitted, probate no longer mandatory
  • Income tax is a central levy: one return on the heir's PAN regardless of the state

One succession proceeding, not one per state

For accounts, deposits and securities, the document usually needed is a succession certificate, and jurisdiction to grant it sits with the District Court where the deceased ordinarily resided at the time of death (Section 371 of the Indian Succession Act). Only where the deceased had no fixed place of residence does the court where the property lies come into play.

Crucially, a succession certificate granted by the competent court has effect throughout India (Section 380), so a single certificate from the residence court generally reaches the deposits and shares held in other states. You do not normally file a fresh certificate in each state where an account happens to sit. A practising CA and your lawyer identify the right court once and use the resulting certificate across the estate.

Where there is a will, the probate rule has changed

If the estate passes under a will, the position changed recently and materially. Until the end of 2025, a will made by a Hindu covering property in the major metro jurisdictions often needed probate before an executor or legatee could act on it. The Repealing and Amending Act 2025 has omitted the section that required this, so probate is now voluntary rather than mandatory.

That removes what used to be the biggest multi-state headache, the prospect of separate probate proceedings. In practice a bank, registrar or housing society may still ask for a grant before transferring a particular asset, and where they do, an Indian court can recognise a foreign or out-of-state grant on an authenticated copy rather than re-proving the will (Section 228). So the will route across states is now far lighter than it was.

The tax side is one central return

Whatever the geography of the assets, the income-tax side does not fragment. Income tax in India is a central levy, so there is no state-level income-tax filing to duplicate. The rental income from the flat, the capital gain when you sell the land, and the interest on the deposits all go into a single return on your own PAN.

When you eventually sell the inherited properties, each sale carries the previous owner's cost and holding period (Section 49(1) and Section 2(42A)), and the TDS the buyers deduct under Section 195 is claimed together on that one return. So a scattered estate produces one tax filing, not one per state, which a practising CA assembles from the Indian side.

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What's involved

What the CA actually does

  1. 1

    We map the estate and the right forum

    We list the assets across states and identify the single court for the succession certificate, and where a will exists we scope whether any grant is actually needed after the 2025 change.

  2. 2

    We use one certificate across states

    We help obtain the succession certificate from the residence court and use it across the deposits and securities in other states, rather than running separate proceedings.

  3. 3

    We consolidate the tax into one return

    We bring the rental income, interest and any capital gains from all the states into a single return on your PAN, with the cost and holding period carried over from your parent.

  4. 4

    We run it remotely

    We coordinate the registrations, transmissions and filings from the Indian side under your authorisation, so you deal with one team rather than several states.

What to have ready

Documents you'll typically need

  • Death certificate and the will, if any
  • List of the inherited assets and where each is held
  • The deceased's residence proof, for the succession-certificate court
  • Cost records for the properties, for the eventual sale

Your destination country can change the details

Requirements differ from one consulate, university and visa route to the next — how recent the figures must be, how long funds must have been held, and which certificates are mandatory. We assemble the documents around the exact checklist you're applying under. To see how India's tax treaty with your country of residence affects related filings, set your country below or compare all 31 countries.

Frequently asked questions

Common questions

Inherited assets scattered across several states?

Send us the list of what is where. A practising CA will scope the single proceeding and the one return on a free call, no obligation.

No card, no obligation. All certification and filing work is handled by ICAI-registered practising Chartered Accountants.