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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
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Real Property as
Part of Estate
Estates involving real property (such as land, houses, farms,
ranches, leases, gas, mineral, water and timber rights) may require
additional court procedures in order to pass clear title on to the
heirs or devisees.
The general rule is that change of title to real property,
including all assignments or other instruments of transfer of royalties
in the production of oil, gas or other minerals on any lands in
this state, must be recorded in the clerks office of the county
of the state where each piece of real property is located.
Depending on the terms of a decedents will,
the personal representative may use, sell, or restrict the use of
a property's natural resources, such as timber or minerals lying
beneath the surface. However, other natural resources, such as surface
and underground water, oil, and gas, move about without regard to
property lines. Their removal is subject to state and federal regulations.
The personal representative passing title to such property should
consult an attorney regarding these matters.
The personal representative appointed by the Court
has legal authority to sell real property or to transfer title
to it via a Personal Representatives Deed from
the estate to the new owner(s). This Deed must be signed by the
personal representative in the presence of a notary public, who
then notarizes the deed. Record the Deed as noted above.
Practical Tip
Probate judges should not assist anyone in filling out Personal Representative's
Deed! |
Probate
Opened in Your County, with Real Property Located in New Mexico,
but Outside of Your County
Section 45-1-404 pertains to
real property outside the county of administration of the probate.
It states:
A. If real property is included in an estate
and is situate in a county other than the county wherein the estate
is being administered, the personal representative shall, or any
other interested person may, record with the county clerk of the
other county a notice of administration setting forth:
- the name of the decedent;
- the title and docket number of the administration proceedings;
- a description of the type of administration;
- the court wherein instituted;
- the name, address & title of the personal representative;
&
- a complete description of the real property situate in such
county.
Real Property Located
Outside of New Mexico
If the estate involves real property, including oil, gas and other
mineral rights, located outside of New Mexico, the personal representative
of the estate may need to file a separate probate in the county
in the state where the property is located. These kinds of probates
are sometimes called ancillary probates.
People should contact the court and/or the county clerk's office
in the state where the property is located for more information
on how to proceed. The Internet can provide access to some of this
information.
This situation could arise under two circumstances: 1) decedent
died domiciled in New Mexico, but owned real estate, oil, gas or
other mineral rights, in Oklahoma, New York, Texas, or another location
outside of New Mexico; or 2) decedent died domiciled outside of
New Mexico, but owned real estate, oil, gas or other mineral rights
within New Mexico. In the first circumstance, an ancillary probate
would probably be required in the other state, depending on that
states law. In the second circumstance, the personal representative
could use Section 45-3-201(A)(2) to begin a probate here if no other
probate had been opened in the state of domicile. However, if a
probate had already been started in the other state of domicile,
then authenticated copies of documents as provided in Sections 45-3-301,
303 and 308 would provide guidance.
Manufactured (Mobile)
Homes as Part of Estate
Some people think that manufactured (mobile) homes are real property.
Since most manufactured homes are moveable, they are considered
personal property like automobiles and must be registered and licensed.
They usually have license plates like vehicles. Unless they are
permanently affixed to the ground, manufactured homes receive a
title from the Motor Vehicles Division (MVD).
Often, if a manufactured home is titled in the sole name of the
decedent, MVD will allow the personal representative to transfer
title through a form, called Certificate of Transfer Without
Probate. This Certificate is similar to an Affidavit
of Successor in Interest, discussed in the Judges
Glossary, above, and in Section 45-3-1201. Check MVDs
website, http://www.state.nm.us/tax/mvd/mvd_home.htm
for more information. See also Sections 66-1-4.11, 66-6-10.
Ancillary
Probates
An ancillary proceeding is one where a probate
has been previously opened in the state or country where the decedent
was domiciled at the time of his or her death. Ancillary
probates may also be opened when the decedent died in New Mexico,
but another state requires a probate to pass, for example, real
property in the other state.
An informal probate of a will that has been previously
probated in another state or foreign country may be granted at any
time upon written application by any interested person, together
with an authenticated copy of the will and of the order or statement
probating it from the office or court where it was first probated
(see Section 45-3-303D).
If the Applicant is the domiciliary personal representative
(the personal representative appointed in the place the decedent
was domiciled) and the decedent was not domiciled in New Mexico,
informal proceedings may be allowed (see Section 45-3-308C).
Section 45-4-207 discusses ancillary probates in
a formal proceeding.
Proof of Authority
If an out-of-state decedent owned real or personal property that
needs New Mexico authority to transfer, a foreign personal representative
or attorney can use a proof of authority, pursuant to Section
45-4-204. Requirements to use a proof of authority are:
- Personal representative appointed in another state.
- Need for transfer of real or personal property
in New Mexico.
The personal representative from other state files
in the court in the county where the property is located:
- authenticated copies of his appointment and of
any bond he has given, and
- a statement of the domiciliary foreign personal
representative's address.
The probate judge does NOT issue letters in a Proof
of Authority case! A Proof of Authority may not be sufficient for
some title companies. If it fails to provide the authority needed
for the transaction, then an ancillary proceeding can be used.
Charts outlining the procedures to use for out-of-state decedents
and the differences between Proof of Authority and Ancillary administrations
are at the end of this section of the manual.


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PROOF OF AUTHORITY |
ANCILLARY PROBATE |
WHERE Is It Filed? |
Filed in each county where property
is located. |
Filed in any county where property
is located. |
WHEN Is It Filed? |
Filed while original domiciliary
probate is open. |
Filed while original domiciliary
probate is open. |
| WHO Files It? |
Domiciliary foreign PR files
the Proof of Authority. |
Usually foreign PR but could
be someone else if proper consent is provided. |
IS A PROBATE OPENED? |
No probate is opened but the
probate filing fee is paid. |
Probate proceeding is opened. |
WHAT DOCUMENTS Need To
Be Filed? |
Proof of Authority with a statement
including domiciliary foreign personal representative’s
address (see 45-4-204). |
Pleadings filed are the same
as for a New Mexico resident, with some modifications to
language on the pro se probate forms. |
WHAT DOCUMENTATION is
Required? |
Authenticated copies of any bond
given and appointment documents are attached to Proof of
Authority (see 45-4-204). |
Authenticated copies of appointment
documents are submitted with Application for Appointment. |
ARE LETTERS ISSUED? |
No Letters Are Issued. |
Letters are Issued. |
| HOW IS IT CLOSED? |
No probate was opened, so no
Verified Statement is filed; they may file a copy of any
closing documents from the domiciliary proceeding in the
other state. |
An Ancillary Probate is closed
in the same manner as a regular probate proceeding. |
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