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Ramalingam

Ramalingam Kalirajan  |7101 Answers  |Ask -

Mutual Funds, Financial Planning Expert - Answered on Jul 11, 2024

Ramalingam Kalirajan has over 23 years of experience in mutual funds and financial planning.
He has an MBA in finance from the University of Madras and is a certified financial planner.
He is the director and chief financial planner at Holistic Investment, a Chennai-based firm that offers financial planning and wealth management advice.... more
M Question by M on Jun 20, 2024Hindi
Money

Sir my paternal grand mother registered a new will by cancelling her old will written to my elder brother in 2004 and new will in 2019she expired in 2023june my grandmother has two sons both of them are witness in my will two roperties are mentioned one is rccbuilding second is 3acres of land both are mentioned in my will she registered a gift deed for RCC building in 2021now my brother gave a notice to me on RCC building afterher death and he showed in court that his will is last one but my grandmother gave a first information report in police station that she cancelled his will and registered a new will and on other gold ornaments and changing of his name in municipality and other original documents to be recovered from him the cc case is filed and trail is going on I am with my parents and my uncle father's brother is also with us only now yesterday he gave another notice to me on second property agl landalso I gave answer to first notice by my advocate my doubt is how can a cancelled will come in force when a new registered will is present he says iam in continuos possesion in house my grandmother is 100years when she expired but her mind is very powerful her health is very good until her death she is a iron women she registered me 4years before her death can I win my cases my brother is filling all false statements in court pls can you give your suggestions how to approach in correct manner my father mother and my uncle are alive they will witness the facts in court thanking you waiting for your suggestions

Ans: Understanding the complexities of wills and inheritance can be challenging, especially when there are conflicting claims and legal disputes. I appreciate you sharing the details of your situation. Let's break down the key points and offer some guidance on how to approach your case.

Background and Current Situation
Your grandmother, who was 100 years old at the time of her passing, made significant changes to her will and property registrations in the years leading up to her death. Initially, she had written a will in 2004 in favor of your elder brother. However, in 2019, she canceled this will and registered a new one in your favor, which includes an RCC building and 3 acres of land.

In 2021, she also registered a gift deed for the RCC building to you. Following her death in June 2023, your brother contested this, claiming the 2004 will is still valid. He has taken legal steps to assert his claim on the RCC building and recently served another notice regarding the 3 acres of land.

Your grandmother filed a police report stating she had canceled the old will and registered a new one. You and your family, including your uncle, are united in this matter, and your parents and uncle are willing to testify in court.

Legal Considerations
When dealing with inheritance disputes, several legal principles come into play:

Validity of the New Will: A new will, if registered properly and meeting all legal requirements, typically supersedes any previous wills. Your grandmother's 2019 will should be the primary document of reference.

Gift Deed: The registered gift deed for the RCC building in 2021 further strengthens your claim. Once a gift deed is executed and registered, the property is transferred to the donee (you in this case), and this transfer is usually irrevocable.

Continuous Possession: Your brother's claim of continuous possession may hold some weight, but it does not override the legal documents like the new will and the gift deed, provided they are valid and unchallenged on grounds of legality.

Steps to Strengthen Your Case
Here are some strategic steps to consider in approaching your case:

1. Engage a Competent Lawyer:
Ensure that you have a certified and experienced lawyer who specializes in inheritance disputes. This will be crucial in navigating the complexities of your case.

2. Gather and Preserve Evidence:
Collect all relevant documents, including the new will, gift deed, police report, and any communication that supports your claim. Ensure these documents are safely stored and readily available.

3. Witness Testimonies:
Your parents and uncle can provide crucial witness testimonies. Their accounts of your grandmother’s intentions and the circumstances surrounding the will changes will be valuable in court.

4. Contesting False Claims:
Be prepared to counter any false statements made by your brother. This includes gathering any evidence that disproves his claims and highlighting inconsistencies in his statements.

5. Emphasize the Police Report:
The FIR filed by your grandmother is a significant piece of evidence. It demonstrates her intent to cancel the old will and supports the validity of the new will.

Legal Process and Court Proceedings
1. Filing a Caveat:
A caveat is a notice filed in court to prevent any action on a will without notifying the person who filed the caveat. This ensures you are informed of any proceedings related to your grandmother’s estate.

2. Probate of the Will:
The court process to prove the validity of a will is known as probate. You will need to apply for probate of the 2019 will. This involves submitting the will to the court and demonstrating its validity.

3. Contesting the Previous Will:
Your brother will need to prove the validity of the 2004 will. Since your grandmother canceled this will and registered a new one, he may face significant legal challenges.

Understanding Inheritance Laws
1. Testamentary Succession:
This refers to the distribution of property according to the will. The new will registered in 2019 dictates the distribution of your grandmother’s estate.

2. Intestate Succession:
If a person dies without a valid will, their property is distributed according to intestate succession laws. In your case, since a valid will exists, intestate succession laws do not apply.

Emotional and Practical Considerations
1. Emotional Preparedness:
Inheritance disputes can be emotionally taxing. Stay strong and seek support from your family and close friends. Understand that the legal process may take time and require patience.

2. Open Communication:
Maintain open communication with your lawyer. Regular updates and clear understanding of the case progress will help you stay informed and prepared.

3. Financial Preparedness:
Legal battles can be expensive. Ensure you are financially prepared to cover legal fees and any other associated costs.

Final Insights
Navigating an inheritance dispute requires a clear understanding of legal principles, meticulous preparation, and emotional resilience. The new will and the gift deed registered in your favor are strong evidence supporting your claim. Ensure you have a competent lawyer, gather all necessary documents, and prepare your witnesses.

Stay focused and patient throughout the legal process. Your grandmother’s clear intent to leave her property to you, backed by legal documentation, strengthens your case significantly. With the right approach and legal support, you stand a good chance of securing your rightful inheritance.

Best Regards,

K. Ramalingam, MBA, CFP,

Chief Financial Planner,

www.holisticinvestment.in
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
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Sir I'm a legally adopted son , after my father passed away my uncle (my grandfathers brothers son) how came in place to take care of my mother grandmother and myself ,now he is claiming that the property is in his name according to the will written by my grandmother,with two witnesses (these witness are my uncle's friend) as to my mother's knowledge and mine my grandmother never would have done this , infact she told to my mother and myself to safeguard the properties and house before dying , how can we proceed further to get the property
Ans: Obtain a Copy of the Will

Visit the local Sub-Registrar's office to get a certified copy of the will. This will confirm if the will exists and if it's legally valid.
Consult a Legal Expert

Speak to a lawyer who specialises in property and inheritance law. They can guide you on the legality of the will and its validity.
Challenge the Will in Court

If you suspect foul play or believe the will is forged, you can challenge it in court. Your lawyer can help you file a case for probate or contest the will.
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Collect any evidence that supports your claim, like statements from your grandmother or witnesses who knew her intentions.
Secure Other Documents

Ensure all other property documents are in your possession to prevent any further disputes.
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Can you please suggest on capital gains as per Indian taxation laws arising in the below two queries : 1) property purchased with joint ownership, me and my wife’s name in 2015 at a cost of 64,80,000, housing improvements done for the cost of 1000000 and brokerages of 200000 paid and sold the same property at 10000000 in Dec 2023? 2) 87% of the proceeds got from the deal i.e 8700000, have been reinvested to pay 25% amount in purchasing another joint ownership property in Dec 2023, 3) I have invested in another under construction property in Nov 2023 by taking housing loan, which is on me and my wife’s name worth 1.4 cr, here the primary applicant is me only while wife is just made a Co applicant in the builder buyer agreement and also on the housing loan . So what are the LTCG tax liabilities arising from the above 3 scenarios for FY 2023-2024 and FY 2024-2025. I intend to sale off the property acquired in (2) by Dec 2024 and use that proceeds to close the housing loan for the property acquired in (3), will this sale of property be inviting any tax liabilities if the complete proceeds received from the sale of the property in (2) would be utilised to close the housing loan taken in Nov 2023 for the property in (3) ? Since in FY 23-24, I would be claiming the LTCG from the sale proceeds of 1) invested in the purchase of property in 2), and I intend to sale off this property in Dec 2024, will the LTCG claim be forfeited on the property sale in (1), should I hold this property at least for further 1 year so that sale of this property in 2) will not invite STCG?
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You jointly sold a Property during the year for Rs.76.80 lakhs (64.80+10.00+2.00), & sold the same for Rs.100.00 lakhs.
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DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

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