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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

Who May Perform Weddings

  • Any ordained clergy;
  • Authorized representatives of a federally recognized Indian tribe;
  • New Mexico judges, justices, and magistrates, including probate judges. See Section 40-1-2.
Practical Tip
Probate Judges may perform weddings within their county only.

Marriage License Required

  • The bride and groom must present the probate judge with a properly sealed marriage license from the county clerk prior to the ceremony, Section 40-1-14;
  • The marriage license need not be from the county where the wedding takes place; it can be from any county, Section 40-1-10;
  • Once the license is issued it remains valid until the marriage is performed;
  • The county clerk charges a $25.00 fee for each marriage license issued, Section 40-1-11(E);
  • Currently, there are no health requirements or blood tests required to obtain a marriage license in New Mexico.

Limit on Fees for Performing Weddings

  • Probate judges may not charge a fee for performing weddings, but may accept a voluntary gratuity or gift if it is offered, Section 40-1-2(C), 1931-32 Op. Att’y Gen. 31.

Ceremony

  • Two competent witnesses, in addition to the probate judge, are required, See generally, Sections 40-1-1 through 40-1-20;® There is no established language for a marriage ceremony, but the ceremony should include the agreement to marry.
Practical Tips
  • Make sure the parties have a proper license before performing the marriage.
  • Have the witnesses be at least 18 years of age to ensure reliability.
  • There is no established language for a marriage ceremony, but the ceremony should include the agreement to marry
  • It is the duty of the probate judge to certify the marriages to the county clerk within ninety (90) days from the date of the marriage. This means the county clerk must record the license in the county clerk’s records in the county that issued the license, Section 40-1-15. (Most of the time, the couple does this themselves, but be sure and tell them it is required!)
  • Medical tests are not currently required for issuance of marriage licenses;
  • Proxy marriages are allowed in New Mexico (i.e. one party is overseas or in prison). You may decline to perform a proxy marriage if you feel uncomfortable with the concept.
  • New Mexico does not have common law marriages, but if a couple has a valid common law marriage from another state, New Mexico should honor that marriage;

Certain Marriages Restricted or Prohibited

  • Minors between the ages of sixteen and eighteen can marry with the consent of one parent or guardian. The consent should be acknowledged by a notary or judge;
  • Minors under the age of sixteen can marry only if authorized by a district judge. A probate judge cannot authorize the marriage of a person under age sixteen, Section 40-1-6. If you are in doubt about the age of the couple, you can ask for proof of age;
  • Marriages between certain relatives are absolutely void. See Section 40-1-7 for list of specific relatives.
Practical Tip
Make sure that all blanks on the marriage license are properly filled in before the couple leaves. Although it is not required, keeping a log of the couples’ name, the date of the ceremony, and the marriage license number may be a good idea.


Practical Tip
Persons authorized to perform marriage ceremonies who violate the provisions governing marriage can be tried and convicted of a misdemeanor and fined or sent to jail. Section 40-1-19.


Practical Tip
More on witnesses -- although New Mexico's marriage laws do not require witnesses to marriages to be 18, it is probably a good idea. Witnesses do not have to be US citizens, just anyone competent to observe the ceremony and sign the marriage license. If it is important to the couple, more than two witnesses can sign the license in the white spaces around where the "official" witnesses sign.


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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