Resources >> Benchbooks >>
Probate Judges Handbook
Home
Real Property and Ancillary Property  
 

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

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 clerk’s office of the county of the state where each piece of real property is located.

Depending on the terms of a decedent’s 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 Representative’s 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:

  1. the name of the decedent;
  2. the title and docket number of the administration proceedings;
  3. a description of the type of administration;
  4. the court wherein instituted;
  5. the name, address & title of the personal representative; &
  6. 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 state’s 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 Judge’s Glossary, above, and in Section 45-3-1201. Check MVD’s 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:

  1. authenticated copies of his appointment and of any bond he has given, and
  2. 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.

 

 

 

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.



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