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Probate Judges Handbook
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Section 1. Acknowledgmentsl

Section 2. Resources
• Where to go for Reference Materials
• Website Listings for References and Information

Section 3. Introduction to Probate Courts and Glossary
• Introduction: Probate
• Judges' Glossary

Section 4. Jurisdiction and Venue of Probate Courts
• Probate Court Jurisdiction
• Exclusive District Court Jurisdiction
• Domicile
• Venue
• Examples

Section 5. When a Probate is Required
• When a Probate is Required
• Probate Estate, Defined
• Gross Estate, Defined
• Various Ways to Title Property

Section 6. Wills
• Valid or Not?
• Other Kinds of Wills
• Sample Wills
• Tangible Personal Property List

Section 7. Personal Representatives
• Who Has Priority to Serve?
• Examples
• What if Person With Highest Priority Does Not Want to Serve?
• Co-Personal Representatives
• Successor Personal Representative
• Resignation by Personal Representative
• Bond Required of Personal Representative
• Limited Appointment of Personal Representative?
• Duties of Personal Representatives

Section 8. Probate Procedures
• To Docket or Not to Docket?
• Probate Court Forms
• Proof of Death
• Initial Probate Application
• Things for the Judge to Check re: Personal Representatives
• Who are the Heirs?

Section 8. Probate Procedures (cont'd)
• Who are the Heirs? (cont'd)
• Summary of Common Errors on Initial Application
• Pro Se Applicant Errors
• Attorney Errors
• Initial Probate Order
• Testate Orders
• Intestate Orders
• How to Issue Letters
• Appendix 1: Checklist of New Mexico Informal Probate Pleadings

Section 9. Closing the Estate
• Verified Statement
• Summary Administration
• Certificate of the Court
• Formal Closing
• Newly Discovered Property
• Reopening Old Cases for Mistake or Inadvertence

Section 10. Records, Reporting & Fees
• Docket Sheets & Index
• Court Costs and Fees
• Retention & Public Record Requirements for Storing Cases

Section 11. Transferring Cases to District Court
• How to Transfer a Case to District Court
• Reports to District Court

Section 12. Judicial Conduct
• Code of Judicial Conduct
• Ex Parte Communications by Judge with Parties
• Confidentiality v. Public Record
• Unauthorized Practice of Law
• Gender Equality

Section 13. Real Property and Ancillary Property
• Real property as Part of Estate
• Probate Opened in Your County, with Real Property Located in New Mexico,
but Outside of Your County
• Real Property Located Outside of New Mexico
• Manufactured (Mobile) Homes as Part of Estate
• Ancillary Probates

Section 14. Miscellaneous Topics
• Special Administrators
• More than Three Years since Decedent’s Death
• Agreements Among Successors, Section 45-3-912
• Disclaimer Statutes
• Family/Personal Property Allowances
• Omitted Spouse and Children
• Small Estate Affidavits
• Transfer of Homestead Affidavits
• Collection of Decedent’s Final Paycheck
• Creditors Claims
• Sample Affidavits

Section 15. Wedding Ceremonies
• Who May Perform Weddings
• Marriage License Required
• Limit on Fees for Performing Weddings
• Ceremony
• Certain Marriages Restricted or Prohibited

Section 16. Safety Valves

Section 17. Communicating with the Public
• Available only in Paper Version

Resource Organization
Probate Manual Judicial Education Center
Probate Forms NM Supreme Court
Uniform Probate Code NM Statutes and Court Rules
Code of Judicial Conduct NM Statutes and Court Rules

Other Suggested Reference Materials

Resource
Legal Dictionary or Glossary
Pro Se Forms, approved by the New Mexico Supreme Court (although they contain a few errors); if one comes in that is not the actual form (it's downloaded or modified), compare it to the form in the packet you have.
New Mexico Probate Manual by William Henderson (contains forms for all types of probate, formal, informal, special administrators, etc.)

Websites

NM Judicial Education Center (JEC)
Probate Court Forms at the NM State Judiciary
NM Association of Counties
National College of Probate Judges
Bernaillo County Probate Court
  – Welcome to Probate Court
  – Who Are the Heirs?
  – Personal Representative Duties
  – Real Property
  – Ask the Probate Judge (newspaper column)
NM Statutes Unannotated


Copyright Institute of Public Law
Judicial Education Center
MSC11 6060
1 University of New Mexico
Albuquerque, NM 87131-0001
505-277-5006
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