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🎁 Path 04 · Inheritance + family gifts

Inherited from a resident parent — how to repatriate

Updated May 2026

Money inherited from a resident Indian parent (or gifted by a relative) can be repatriated to your overseas bank, but the path has two extra steps over basic NRO: probate / succession certificate (legal transfer of ownership) and an awareness that inheritance receipt is non-taxable but income from it IS.

Taxation: receipt vs income

Define "relative" carefully — IT Act specific list
Spouse, brother / sister, brother / sister of spouse, brother / sister of either parent, any lineal ascendant / descendant of self or spouse, spouse of any of the above. Cousins are NOT relatives under this definition. Friends are not relatives. Gifts from those count as taxable income if > ₹50K in a year.

The 5-step repatriation path

1

Get probate or succession certificate

If there's a will: probate the will at the High Court of the parent's last residence jurisdiction. Takes 3-6 months typically. If no will: apply for succession certificate at District Court — similar 3-6 month timeline. Lawyer fees: ₹25K-1.5L depending on city + complexity. Bank will not release funds to you without this.

2

Bank releases inherited funds → your NRO

Submit succession certificate / probate copy + your KYC + the deceased's account number. Bank transfers balances to your NRO. For inherited shares: dematerialize into your demat account. For inherited property (if you keep it): it stays property until sold (then see property sale path).

3

Confirm tax position — no tax on receipt, but accrued interest may have TDS

The inherited amount itself is not taxable. BUT any interest accrued in the deceased's account up to date of death is taxable in the deceased's hands (filed via legal heir's account). Interest accruing AFTER you inherit is taxable to YOU. Pre-clean these before 15CB.

4

CA issues Form 15CB

Same Form 15CB as basic NRO repat. CA confirms taxes on accrued income are paid. Cost: ₹5,000-10,000 (slightly higher than basic NRO because CA reviews succession docs).

5

File 15CA → bank wires to overseas

Subject to $1M / FY cap — separate from your own NRO cap. So you could in theory repatriate $1M from your own NRO + $1M from inherited NRO in the same year. Timeline: 10-20 working days because banks scrutinize inherited money more carefully.

The "I have NRI siblings — split the inheritance" case

Common scenario: parent's bank account gets distributed across 2-3 NRI children. The path:

Inherited GIFTed money from a NRI sibling = problem
If your NRI brother in the US sends you (NRI in UK) money he inherited from your father — that's now a gift FROM a non-resident TO a non-resident. Treated as gift income under IT rules. Stay clean by each NRI receiving their inheritance share directly.

What it actually costs (₹1 cr inheritance example)

Or pick a different path

Path 01
🏦 NRO basic
Rent · dividends · pension
Path 02
🏠 Property sale
LTCG · TDS · Section 54
Path 03
📈 US stocks / RSU
DTAA · Form 67 · no NRO