12 31 21 Rule Set 4b Probate Court Forms 2021
12 31 21 Rule Set 4b Probate Court Forms 2021
12 31 21 Rule Set 4b Probate Court Forms 2021
ARTICLE 1
Probate Flow Chart
4B-101. Opening and closing a probate court case (Flow chart).
OPENING AND CLOSING A PROBATE COURT CASE
Step 2 File an Application to Probate Will File an Application to Appoint
and Appoint Personal Personal Representative (PR)
Representative (PR)
See Rules 1B-102, 1B-302, 1B- See Rules 1B-102, 1B-302, 1B-303,
305, 1B-306(A)(1) NMRA and Form 1B-304(A)(1) NMRA and Form 4B-
4B-302 NMRA 301 NMRA
Step 3 Obtain Order to Informally Probate Obtain Order to Informally Appoint
Will and Appoint PR; file an PR; file an Acceptance of
Acceptance of Appointment; have Appointment; have Clerk issue
Clerk issue Letters Testamentary Letters of Administration
See Rule 1B-306(A)(2)-(4) NMRA See Rule 1B-304(A)(2)-(4) NMRA
and Forms 4B-304, 4B-305, 4B- and Forms 4B-303, 4B-305, 4B-306
307 NMRA NMRA
Step 4 Within 30 days of Appointment, Within 30 days of Appointment, Send
Send Notice of Appointment, Notice of Appointment and Order to
Order, and copy of Will to Heirs and any person who has filed a
Devisees, Heirs, and any person demand for notice
who has filed a demand for notice
Step 5 Decide whether to Notify Creditors Decide whether to Notify Creditors
If Creditors will be notified, If Creditors will be notified,
(a) send notice, (a) send notice,
(b) publish notice, OR (b) publish notice, OR
(c) both (c) both
See Rules 1B-102, 1B-305, 1B- See Rules 1B-102, 1B-303, 1B-
306(C) NMRA and Form 4B-501 304(C) NMRA and Form 4B-501
NMRA NMRA
Step 6 Collect/Inventory Assets of the Collect/Inventory Assets of the
Decedent, Value Assets (within 3 Decedent and Value Assets (within 3
months of appointment), and months of appointment), and
Determine Debts of the Decedent Determine Debts of the Decedent
Inventory does not have to be filed Inventory does not have to be filed
with the court with the court
Step 7 Pay the Family Allowance Pay the Family Allowance ($30,000)
($30,000) and Personal Property and Personal Property Allowance
Allowance ($15,000) if required ($15,000) if required
See Rules 1B-102, 1B-305, 1B- See Rules 1B-102, 1B-303, 1B-
306(E) NMRA 304(E) NMRA
Step 8 Pay costs and expenses of Pay costs and expenses of
administration administration
See Rules 1B-102, 1B-305, 1B- See Rules 1B-102, 1B-303, 1B-
306(F)(1) NMRA 304(F)(1) NMRA
Step 9 Pay Creditors or Dispute Claims Pay Creditors or Dispute Claims
See Rules 1B-102, 1B-305, 1B- See Rules 1B-102, 1B-303, 1B-
306(F)(2)-(4) NMRA 304(F)(2)-(4) NMRA
If you did not deal with Creditors, If you did not deal with Creditors, you
you should wait a year from date of should wait a year from date of death
death to distribute assets, or you to distribute assets, or you may owe
may owe unpaid Creditors unpaid Creditors
Step Prepare an Accounting of Prepare an Accounting of
10 Administration, which does not Administration, which does not have
have to be filed with the court, send to be filed with the court, send the
the Accounting to Devisees and Accounting to Heirs and those who
those who filed a demand for filed a demand for notice, and
notice, and distribute remaining distribute remaining assets to Heirs
assets to Devisees
See Rule 1B-306(H)(2), (3) NMRA See Rule 1B-304(H)(2), (3) NMRA
and Forms 4B-701, 4B-702 NMRA and Forms 4B-701, 4B-702 NMRA
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
ARTICLE 2
Application for Free Process and Affidavit of
Indigency
4B-201. Affidavit of poverty and indigency.
[For use with Rules 1B-303 and 1B-305 NMRA]
_______________ COUNTY
______________________, DECEASED.
B. The estate of the decedent does not have enough funds to pay the costs of the
action because the estate only has the following assets (list assets):
________________________________________________________________
________________________________________________________________
WHEREFORE, I ask that I not have to pay the costs of this action, including the filing
fee.
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
________________________________
Signature of applicant
________________________________
Printed name
________________________________
Date
________________________________
Street address
________________________________
City, state, and ZIP code
________________________________
Telephone number (optional)
________________________________
Email address (optional)
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-601 recompiled and amended as 4B-201 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, removed the provision requiring the
applicant to sign and date the form in the presence of a notary, and made certain
technical changes; added “[For use with Rules 1B-303 and 1B-305 NMRA]”; added the
affirmation provision preceding the signature line, and removed the notarization portion
of the form.
_______________ COUNTY
______________________, DECEASED.
The court, having read the Affidavit of Poverty and Indigency and having considered
the application, FINDS that the applicant is entitled to free process.
The applicant shall not pay any of the costs associated with the process of this
action in this court. The applicant shall pay any costs associated with publishing notice
to creditors if the applicant chooses to publish.
________________________________
Probate Judge
Submitted by:
_________________________________________
Signature of applicant
_________________________________________
Printed name
_________________________________________
Date
_________________________________________
Street address
_________________________________________
City, state, and ZIP code
_________________________________________
Telephone number (optional)
_________________________________________
Email address (optional)
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-602 recompiled and amended as 4B-202 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, added “[For use with Rules 1B-303 and 1B-305 NMRA]”.
ARTICLE 3
Commencement of a Probate Proceeding
4B-301. Application for informal appointment of personal
representative (no will).
[For use with Rule 1B-304 NMRA]
__________________ COUNTY
__________________, DECEASED.
(Choose one)
(Review the priorities for appointment set out in Section 45-3-203(A) NMSA 1978 and
Rule 1B-304 NMRA.)
Because of this relationship, I have an interest in the estate of the decedent, and I
am willing to serve as personal representative of the estate of the decedent. I am not
disqualified to act as personal representative. I do not know of anyone else who is
interested in serving as personal representative who has priority to serve.
(Check if applicable)
[] Anyone who has equal or higher priority to serve has consented below to
my appointment by signing this form.
(Choose one)
[] did not live in New Mexico, but lived in _____________ County, State of
_____________ and owned property in _____________ County, New Mexico.
3. I have carefully searched for all of the names and addresses of the decedent’s
spouse, children, and other heirs [including myself].2 I have discovered the following
information:
6. I do not know of any other probate action either in New Mexico or anywhere else.
7. (Choose one)
[] I have checked with the district court clerk about a demand for notice and
found no such demand. I have not received, and do not know of, any demand from
anyone for notice of any probate or related proceeding.
[] I am aware of a demand for notice and have sent the required notice to
each person who demanded notice.
8. (Choose one)
[] The decedent died more than one hundred twenty (120) hours ago and
less than three (3) years ago.
[] The decedent died more than three (3) years ago, but an informal
appointment is necessary to confirm title in the successors to the estate of the
decedent.
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
________________________________
Signature of applicant
________________________________
Printed name
________________________________
Date
________________________________
Street address
________________________________
City, state, and ZIP code
________________________________
Telephone number (optional)
________________________________
Email address (optional)
(If anyone has an equal or higher priority than you for appointment as personal
representative, as discussed in the instructions for this form, Step 1, have each sign
below to show that person’s consent to your serving as personal representative.)
Name: ________________________________________________________________
Signature: _____________________________________________________________
Name: ________________________________________________________________
Signature: _____________________________________________________________
Name: ________________________________________________________________
Signature: _____________________________________________________________
Name: ________________________________________________________________
Signature: _____________________________________________________________
USE NOTES
1. See NMSA 1978, Section 45-3-203 for priority among persons seeking
appointment as personal representative and NMSA 1978, Section 45-3-301 for informal
appointment of a personal representative.
2. If the applicant is an "heir," as defined in Rule 1B-102 NMRA, use the bracketed
language.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-101 recompiled and amended as 4B-301 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, removed the provision requiring the
applicant to sign and date the form in the presence of a notary, made certain technical
changes, and revised the Use Note; added “[For use with Rule 1B-304 NMRA]”, after
“Review the priorities for appointment set out in”, deleted “the instruction to this form,
step 1, Probate Form 4B-012” and added “Section 45-3-203(A) NMSA 1978 and Rule
1B-304”, after each occurrence of “estate”, added “of the decedent”, added the
affirmation provision preceding the signature line, and removed the notarization portion
of the form; in the Use Note, in Paragraph 2, after “defined in”, changed “4B-002” to
“Rule 1B-102”.
__________________ COUNTY
__________________, DECEASED.
1. I had the following relationship with __________________, the person who died
(the decedent), that qualifies me to act as personal representative of the estate of the
decedent1:
(Choose one)
(Review the priorities for appointment set out in Section 45-3-203(A) NMSA 1978 and
Rule 1B-306 NMRA.)
[] I am one of the devisees of the estate of the decedent as listed in the will.
[] I am the surviving spouse of the decedent, but am not listed in the will as a
devisee.
[] I am one of the heirs of the estate of the decedent, but am not listed in the
will as a devisee.
(Choose one)
[] did not live in New Mexico, but lived in ______________ County, State of
__________________ and owned property in _____________ County, New Mexico.
3. I am filing the original of the will of the decedent, dated _______________, at the
same time I am filing this application. I believe that this is the current and correct will.
4. The following is a list of the devisees named in the will, [including myself]2,
together with a list of the decedent’s spouse, children, and heirs who may not be named
in the will, if any:
6. I have carefully searched for a document that revokes this will and have not
found such a document.
8. I do not know of any other probate action either in New Mexico or anywhere else.
9. (Choose one)
[] I have checked with the district court clerk about a demand for notice and
found no such demand. I have not received, and do not know of, any demand from
anyone for notice of any probate or related proceeding.
[] I am aware of a demand for notice and have sent the required notice to
each person who demanded notice.
10. The decedent died more than one hundred twenty (120) hours ago. It has not
been more than three (3) years since the decedent’s death.
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
_____________________________
Signature of applicant
_____________________________
Printed name
_____________________________
Date
_____________________________
Street address
_____________________________
City, state, and ZIP code
_____________________________
Telephone number (optional)
_____________________________
Email address (optional)
(If anyone has an equal or higher priority than you for appointment as personal
representative, as discussed in Rule 1B-306 NMRA, Step 1, have each sign below to
show that person's consent to your serving as personal representative.)
Signature: _____________________________________________________________
Name: ________________________________________________________________
Signature: _____________________________________________________________
Name: ________________________________________________________________
Signature: _____________________________________________________________
USE NOTES
1. See NMSA 1978, Section 45-3-203 for priority among persons seeking
appointment as personal representative and NMSA 1978, Section 45-3-301 for informal
appointment of a personal representative.
2. If the applicant is an "heir," as defined in Rule 1B-102 NMRA, use the bracketed
language.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-102 recompiled and amended as 4B-302 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, removed the provision requiring the
applicant to sign and date the form in the presence of a notary, and made certain
technical changes; added “[For use with Rule 1B-306 NMRA]”, after “Review the
priorities for appointment set out in”, deleted “the instruction to this form, step 1, Probate
Form 4B-022” and added “Section 45-3-203(A) NMSA 1978 and Rule 1B-306”, after
each occurrence of “estate”, added “of the decedent”, added the affirmation provision
preceding the signature line, and removed the notarization portion of the form.
__________________ COUNTY
__________________, DECEASED.
ORDER OF INFORMAL
APPOINTMENT OF PERSONAL REPRESENTATIVE
(NO WILL)
This matter comes before the court on the Application for Informal Appointment of
Personal Representative of the estate of the decedent and the court having considered
the application, FINDS that
3. On the basis of the statements in the application, this court has jurisdiction;
5. The applicant has affirmed under penalty of perjury under the laws of the State of
New Mexico that after the exercise of reasonable diligence, the applicant is unaware of
any unrevoked last will and testament or other testamentary instrument relating to
property in this state or under the laws of New Mexico, and the request for the
appointment does not relate to any will;
6. On the basis of the statements in the application, the applicant gave notice of the
filing of the application to each person demanding notice, if any;
7. It appears from the application that this proceeding was commenced within the
time limitations prescribed by the laws of the State of New Mexico;
9. From the statements in the application, the applicant has priority entitling the
applicant to be appointed as personal representative of the estate of the decedent; and
________________________________
Probate Judge
Submitted by:
______________________________
Signature of applicant
______________________________
Printed name
______________________________
Date
______________________________
Street address
______________________________
City, state, and ZIP code
______________________________
Telephone number (optional)
_____________________________
Email address (optional)
USE NOTES
See NMSA 1978, Section 45-3-308 for proof and findings required prior to
appointment of personal representative and NMSA 1978, Section 45-3-307 for informal
appointment of personal representative.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-103 recompiled and amended as 4B-303 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, and made certain technical changes; added
“[For use with Rule 1B-304 NMRA]”; in Finding 2, after “applicant has”, deleted “made
oath or affirmation” and added “affirmed under penalty of perjury under the laws of the
State of New Mexico, and after “application are true”, deleted “to the best of the
applicant’s knowledge and belief” and added “are correct”, and in Finding 5, after
“applicant has”, deleted “made oath or affirmation” and added “affirmed under penalty of
perjury under the laws of the State of New Mexico”.
__________________ COUNTY
__________________, DECEASED.
This matter comes before the court on the application for informal probate of the will
of the decedent and for informal appointment as personal representative of the estate of
the decedent. The court having considered the application, FINDS that
1. The Application for Informal Probate of Will and for Informal Appointment of
Personal Representative is complete;
2. The applicant has affirmed under penalty of perjury under the laws of the State of
New Mexico that the statements contained in the application are true and correct;
3. On the basis of the statements in the application, this court has jurisdiction;
4. On the basis of the statements in the application, this court has venue;
6. On the basis of the statements in the application, the applicant gave notice of the
filing of the application to each person demanding notice, if any;
7. It appears from the application that this proceeding was commenced within the
limitations prescribed by the laws of the State of New Mexico;
________________________________
Probate Judge
Submitted by:
______________________________
Signature of applicant
______________________________
Printed name
______________________________
Date
______________________________
Street address
______________________________
City, state, and ZIP code
______________________________
Telephone number (optional)
______________________________
Email address (optional)
USE NOTES
See NMSA 1978, Section 45-3-308 for proof and findings required prior to
appointment of personal representative and NMSA 1978, Section 45-3-307 for informal
appointment of personal representative.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-104 recompiled and amended as 4B-304 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, and made certain technical changes; added
“[For use with Rule 1B-306 NMRA]”, in Finding 2, after “The applicant has”, deleted
“made oath or affirmation” and added “affirmed under penalty of perjury under the laws
of the State of New Mexico, and after “application are true’, deleted “to the best of the
applicant’s knowledge and belief” and added “and correct”.
__________________ COUNTY
__________________, DECEASED.
ACCEPTANCE OF
APPOINTMENT AS PERSONAL REPRESENTATIVE
(NO WILL) (WILL)
I, ____________________________, accept the duties of personal representative of
the estate of the decedent, and agree to perform the duties of the office to the best of
my abilities according to the law.
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
____________________
Signature of applicant
____________________
Printed name
____________________
Date
____________________
Street address
____________________
City, state, and ZIP code
____________________
Telephone number (optional)
____________________
Email address (optional)
USE NOTES
See NMSA 1978, Section 45-3-307 and NMSA 1978, Section 45-3-601 for
acceptance of appointment of personal representative.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-105 recompiled and amended as 4B-305 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, required the applicant to affirm under penalty of perjury that the
applicant’s statements are true and correct, removed the provision requiring the
applicant to sign and date the form in the presence of a notary, and made certain
technical changes; added “[For use with Rules 1B-304 and 1B-306 NMRA]”, added the
affirmation provision preceding the signature line, and removed the notarization portion
of the form.
__________________ COUNTY
__________________, DECEASED.
LETTERS OF ADMINISTRATION
(NO WILL)
The personal representative has all of the powers and authorities provided by law
and specifically, by Section 45-3-715 NMSA 1978.
By:__________________________________
Deputy Clerk
(Seal)
USE NOTES
See NMSA 1978, Section 45-3-103 and NMSA 1978, Section 45-3-601 for issuance
of letters.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-106 recompiled and amended as 4B-306 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, added “[For use with Rule 1B-304 NMRA]”.
__________________ COUNTY
__________________, DECEASED.
LETTERS TESTAMENTARY
(WILL)
The personal representative has all of the powers and authorities provided by law
and specifically, by Section 45-3-715 NMSA 1978.
By:_________________________________
Deputy Clerk
(Seal)
USE NOTES
See NMSA 1978, Section 45-3-103 and NMSA 1978, Section 45-3-601 for issuance
of letters.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-107 recompiled and amended as 4B-307 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, added “[For use with Rule 1B-306 NMRA]”.
ARTICLE 4
Notice to Heirs, Devisees, and Any Person Filing a
Demand for Notice
4B-401. Notice of informal appointment of personal representative.
[For use with Rules 1B-304, 1B-306, and 1B-401 NMRA]
__________________ COUNTY
__________________, DECEASED.
NOTICE OF INFORMAL APPOINTMENT
OF PERSONAL REPRESENTATIVE
1. This notice is being sent to the heirs [and devisees]1 of the decedent.
4. All documents relating to the estate of the decedent are on file with the probate
court of _______________ County. They are available for your inspection.
_______________________________
Signature of personal representative
_______________________________
Printed name
_______________________________
Street address
_______________________________
City, state, and ZIP code
_______________________________
Telephone number (optional)
_______________________________
Email address (optional)
USE NOTES
1. If the decedent had a will, use the bracketed language. See Rule 1B-102 NMRA
for the definition of a "devisee."
2. See NMSA 1978, Section 45-3-705 for notice of appointment of personal
representative.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-201 recompiled and amended as 4B-401 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, made certain technical changes, and revised the Use Note; added
“[For use with Rules 1B-304, 1B-306, and 1B-401 NMRA]”; and in the Use Note, added
new Use Note 1 and redesignated the former undesignated use note as Use Note 2.
__________________ COUNTY
__________________, DECEASED.
PROOF OF NOTICE
Name Address
__________________________________ __________________________________
__________________________________ __________________________________
__________________________________ __________________________________
__________________________________ __________________________________
Name Address
__________________________________ __________________________________
__________________________________ __________________________________
__________________________________ __________________________________
__________________________________ __________________________________
__________________________________
Signature of personal representative
__________________________________
Printed name
__________________________________
Street address
__________________________________
City, state, and ZIP code
__________________________________
Telephone number (optional)
__________________________________
Email address (optional)
USE NOTES
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-202 recompiled and amended as 4B-402 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, made certain technical changes; added “[For use with Rules 1B-
304, 1B-306, and 1B-401 NMRA]”.
Recompilations. — Former Form 4B-202 NMRA, relating to proof of notice, was
recompiled and amended as 4B-402 NMRA, effective for all cases pending or filed on or
after December 31, 2018.
ARTICLE 5
Notice to Creditors
4B-501. Notice to creditors by publication and notice to creditors by
written notice (mailing or other delivery).
[For use with Rules 1B-304, 1B-306, and 1B-401 NMRA]
__________________ COUNTY
__________________, DECEASED.
NOTICE TO CREDITORS
NOTICE IS HEREBY GIVEN that the undersigned has been appointed personal
representative of the estate of the decedent. All persons having claims against the
estate of the decedent are required to present their claims within four (4) months after
the date of the first publication of any published notice to creditors or sixty (60) days
after the date of mailing or other delivery of this notice, whichever is later, or the claims
will be forever barred. Claims must be presented either to the undersigned personal
representative at the address listed below, or filed with the Probate Court of
_______________ County, New Mexico, located at the following address:
____________________, ______________________.
____________________________________________
Signature of personal representative
____________________________________________
Printed name
____________________________________________
Address
____________________________________________
City, state, and ZIP code
____________________________________________
Telephone number (optional)
____________________________________________
Email address (optional)
USE NOTES
See NMSA 1978, Sections 45-3-801 to 45-3-803 for notice to creditors provisions.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-301 recompiled and amended as 4B-501 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, expanded the time within which creditors must present their claims
against the decedent’s estate, and made certain technical changes; after “Notice to”,
deleted “known”, and after “creditors”, added “by publication and notice to creditors by
written notice (mailing or other delivery)”; in the title of the form, after “NOTICE TO”,
deleted “KNOWN”; after “present their claims within”, changed “two (2)” to “four (4)”, and
after “notice to creditors or”, added “sixty (60) days after”.
ARTICLE 6
Inventories and Accountings
4B-601. Inventory.
[For use with Rules 1B-304, 1B-306, and 1B-501 NMRA]
__________________ COUNTY
IN THE MATTER OF THE ESTATE OF No. __________
__________________, DECEASED.
INVENTORY
I am sending a copy of this document to the interested people who have requested
it. The inventory is as follows:
Estimated Value
Item Mortgage or Lien
on Date of Death
1. ____________________________________ $______________ $______________
2. ____________________________________ $______________ $______________
3. ____________________________________ $______________ $______________
4. ____________________________________ $______________ $______________
5. ____________________________________ $______________ $______________
6. ____________________________________ $______________ $______________
_____________________________
Signature of personal representative
_____________________________
Date
_____________________________
Printed name
_____________________________
Street address
_____________________________
City, state, and ZIP code
_____________________________
Telephone number (optional)
_____________________________
Email address (optional)
USE NOTES
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, added “[For use with Rules 1B-304, 1B-306, and 1B-501 NMRA]”.
4B-602. Accounting.
[For use with Rules 1B-304, 1B-306, and 1B-501 NMRA]
__________________ COUNTY
__________________, DECEASED.
ACCOUNTING
_______________________________________
Printed name
_______________________________________
Date
_______________________________________
Street address
_______________________________________
City, state, and ZIP code
_______________________________________
Telephone number (optional)
_______________________________________
Email address (optional)
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-501 recompiled and amended as 4B-602 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, added “[For use with Rules 1B-304, 1B-306, and 1B-501 NMRA]”.
ARTICLE 7
Closing a Probate Proceeding
4B-701. Verified closing statement of the personal representative.
[For use with Rules 1B-304, 1B-306, and 1B-601 NMRA]
__________________, DECEASED.
2. The probate was filed more than six (6) months ago and the time for the
presentation of creditor’s claims has expired;
B. resolved all claims that were presented to me, either by paying them or
otherwise taking care of them;
D. paid federal and state taxes that were due, including estate tax,
inheritance or other death taxes, and income taxes; and
5. As far as I know, there are no other actions pending in any court; and
6. By this closing statement, I am indicating to the court that I am closing the estate.
I affirm under penalty of perjury under the laws of the State of New Mexico that the
above statements are true and correct.
_________________________________________
Signature of personal representative
_________________________________________
Printed name
_________________________________________
Date
_________________________________________
Address
_________________________________________
City, state, and ZIP code
_________________________________________
Telephone number (optional)
_________________________________________
Email address (optional)
USE NOTES
WARNING: Do not submit this form to the court until you have completed ALL estate
work. Once this form is filed with the court, the personal representative no longer has
authority to act on behalf of the decedent’s estate.
[Approved, effective September 15, 2000; as amended by Supreme Court Order No.
07-8300-005, effective March 1, 2007; 4B-502 recompiled and amended as 4B-701 by
Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or
after December 31, 2018.]
ANNOTATIONS
The 2018 amendment, approved by Supreme Court Order No. 18-8300-014, effective
December 31, 2018, expanded the time within which creditors may make claims against
the estate of the decedent, required the applicant to affirm under penalty of perjury that
the applicant’s statements are true and correct, removed the provision requiring the
applicant to sign and date the form in the presence of a notary, and made certain
technical changes; after “Verified”, added “closing”; and added “[For use with Rules 1B-
304, 1B-306, and 1B-601 NMRA]”, in the title of the form, after “VERIFIED”, added
“CLOSING”; in Paragraph 2, after “more than”, changed “three (3)” to “six (6)”, added
the affirmation provision preceding the signature line, and removed the notarization
portion of the form.
Recompilations. — Former Form 4B-502 NMRA, relating to verified statement of the
personal representative, was recompiled and amended as 4B-701 NMRA, effective for
all cases pending or filed on or after December 31, 2018.
__________________ COUNTY
__________________, DECEASED.
B. determined to the best of my knowledge that the value of the entire estate,
less liens and encumbrances, does not exceed the family allowance, personal property
allowance, costs and expenses of administration, reasonable necessary medical and
hospital expenses of the last illness of the decedent, and reasonable funeral expenses;
and
4. As far as I know, there are no other actions pending in any court; and
5. By this closing statement, I am indicating to the court that I am closing the estate
of the decedent.
I affirm under penalty of perjury under the laws of the State of New Mexico that the
above statements are true and correct.
_________________________________________
Signature of personal representative
_________________________________________
Printed name
_________________________________________
Date
_________________________________________
Address
_________________________________________
City, state, and ZIP code
_________________________________________
Telephone number (optional)
_________________________________________
Email address (optional)
USE NOTES
WARNING: Do not submit this form to the court until you have completed ALL estate
work. Once this form is filed with the court, the personal representative no longer has
authority to act on behalf of the decedent’s estate.
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
ARTICLE 8
Proof of Authority
4B-801. Proof of authority.
[For use with Rule 1B-201 NMRA]
COUNTY OF ____________________
PROBATE COURT
PROOF OF AUTHORITY
6. My address is ______________________________________________.
7. No local administration or application or petition for a local administration is
pending in the State of New Mexico.
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
___________________________________
Domiciled foreign personal representative (including a tribal court appointee)
(signature)
___________________________________
Printed name
___________________________________
Date
___________________________________
Address
___________________________________
City, state, and ZIP Code
___________________________________
Telephone number (optional)
___________________________________
Email address (optional)
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018; as amended by Supreme Court Order No. 21-
8300-019, effective for all cases pending or filed on or after December 31, 2021.]
ANNOTATIONS
The 2021 amendment, approved by Supreme Court Order No. 21-8300-019, effective
December 31, 2021, provided that a “domiciliary foreign personal representative”
includes a tribal court appointee designated by a tribal court or the Bureau of Indian
Affairs to conform with amendments to Rule 1B-102 NMRA; in the introductory
paragraph, after “domiciliary personal representative of the estate of the decedent”,
added “(including a tribal court appointee designated by a tribal court or the Bureau of
Indian Affairs)”; in Paragraph 3, after “and appointed me”, deleted “personal
representative” and added “(choose one) [personal representative] [tribal court
appointee]”, after “authenticated copy of the”, deleted “order” and added “(choose one)
[order] [tribal appointment]”, and after “appointing me”, deleted “personal representative”
and added “(choose one) [personal representative] [tribal court appointee]”; in
Paragraph 4, after “bond as”, deleted “personal representative” and added “(choose
one) [personal representative] [tribal court appointee]”; in Paragraph 5, after each
occurrence of “[Letters Testamentary]”, added “[equivalent indicia of authority from a
tribal court or the Bureau of Indian Affairs]”, and in the affirmation, after “Domiciled
foreign personal representative”, added “(including a tribal court appointee)”.
(Seal)
_________________________
County Probate Judge
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018; as amended by Supreme Court Order No. 21-
8300-019, effective for all cases pending or filed on or after December 31, 2021.]
ANNOTATIONS
The 2021 amendment, approved by Supreme Court Order No. 21-8300-019, effective
December 31, 2021, provided that a “domiciliary foreign personal representative”
includes a tribal court appointee designated by a tribal court or the Bureau of Indian
Affairs to conform with amendments to Rule 1B-102 NMRA; and in Paragraph 1, after
“domiciliary foreign personal representative”, added “(including a tribal court appointee
designated by a tribal court or the Bureau of Indian Affairs)”, and in the last
undesignated paragraph, after “domiciliary foreign personal representative”, added
“(including a tribal court appointee)”.
ARTICLE 9
Special Administration
4B-901. Application for informal appointment of special
administrator.
[For use with Rule 1B-201 NMRA]
COUNTY OF _______________
PROBATE COURT
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
____________________________
Signature of applicant
____________________________
Printed name
____________________________
Date
____________________________
Address
____________________________
City, state, and ZIP Code
____________________________
Telephone number (optional)
____________________________
Email address (optional)
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
PROBATE COURT
The court shall issue Letters of Special Administration upon the applicant’s
acceptance of the office of special administrator.
________________________________
County Probate Judge
(Seal)
Submitted by:
______________________________
Signature of applicant
______________________________
Printed name
______________________________
Date
______________________________
Street address
______________________________
City, state, and ZIP code
______________________________
Telephone number (optional)
______________________________
Email address (optional)
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
COUNTY OF _______________
PROBATE COURT
I affirm under penalty of perjury under the laws of the State of New Mexico that all of
the above statements are true and correct.
____________________________
Signature of applicant
____________________________
Printed name
____________________________
Date
____________________________
Address
____________________________
City, state, and ZIP code
____________________________
Telephone number (optional)
____________________________
Email address (optional)
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
COUNTY OF _______________
PROBATE COURT
The special administrator shall have the limited power to collect and manage the
assets of the estate of the decedent, preserve them, and account for and deliver the
assets to the general personal representative upon appointment.
________________________________
Clerk of the Probate Court
(Seal)
By: ____________________________
Deputy Clerk
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
ARTICLE 10
Transfer
4B-1001. Order transferring case from probate court to district
court.
[For use with Rules 1B-101 and 1B-701 NMRA]
COUNTY OF _______________
PROBATE COURT
The probate court hereby transfers the above-captioned matter to the district court
for the following reason(s):
[ ] The probate court judge has declined the application for informal probate of a will
under Section 45-3-305 NMSA 1978.
[ ] The probate court judge has declined the application for informal appointment of
a personal representative under Section 45-3-309 NMSA 1978.
[ ] The probate court judge has declined to act due to a conflict of interest.
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
IT IS, THEREFORE, ORDERED that the case in the matter of the Estate of
____________________, Deceased, Probate Court No. _______________ filed in the
probate court of _______________ County, be transferred to the _______________
(insert number of the district court, such as Second, Thirteenth, etc.) Judicial District
Court for _______________ County, New Mexico, for further proceedings.
______________________________________
County Probate Judge
(Seal)
[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or
filed on or after December 31, 2018.]
ANNOTATIONS