N.M. Prob. Ct. Forms. 4B-302

As amended through August 23, 2024
Rule 4B-302 - Application for informal probate of will and for informal appointment of personal representative ( will )

[For use with Rule 1B-306 NMRA]

STATE OF NEW MEXICO

IN THE PROBATE COURT

__________________ COUNTY

IN THE MATTER OF THE ESTATE OF

No. __________

__________________ , DECEASED.

APPLICATION FOR INFORMAL

PROBATE OF WILL

AND FOR INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE

(WILL)1

I, ____________________ , state that

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 have been nominated in the will of the decedent.

[ ] I am the surviving spouse of the decedent and am listed in the will as a devisee.

[ ] 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.

[ ] I am an interested person, including a creditor of the decedent, and forty-five (45) days have elapsed since the date of death of the decedent.

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.

2. The decedent died on _________________ (date), at the age of _____ . Atdeath, the decedent (Choose one)

[ ] lived in _________ County, New Mexico.

[ ] 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:

Name

Address

Relationship to Decedent

Age

(if minor)

________________________

_______________________

________________

________________

________________________

_______________________

________________

________________

________________________

_______________________

________________

________________

5. I believe that this will has been validly executed.
6. I have carefully searched for a document that revokes this will and have not found such a document.
7. A personal representative has not been appointed in New Mexico or anywhere else.
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.

WHEREFORE, I ask this court to

A. Enter an order informally probating the will of the decedent;
B. Appoint me as the personal representative of the estate of the decedent;
C. Allow me to serve without posting a bond, in an unsupervised administration;
D. Ask the court clerk to issue Letters Testamentary to me; and
E. Order any other relief as this court believes to be appropriate.

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.)

I consent to the appointment of the personal representative listed above.

Name: ________________________________________________________________

Signature: _____________________________________________________________

Relationship to decedent: _________________________________________________

Street address: _________________________________________________________

City, state, and ZIP code: _________________________________________________

Name: ________________________________________________________________

Signature: _____________________________________________________________

Relationship to decedent: _________________________________________________

Street address: _________________________________________________________

City, state, and ZIP code: _________________________________________________

Name: ________________________________________________________________

Signature: _____________________________________________________________

Relationship to decedent: _________________________________________________

Street address: _________________________________________________________

City, state, and ZIP code: _________________________________________________

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.

N.M. Prob. Ct. Forms. 4B-302

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. Withdrawals. - Pursuant to Supreme Court Order No. 18-8300-014, former 4B-302 NMRA, relating to notice to creditors, was withdrawn effective for all cases pending or filed on or after December 31, 2018. Recompilations. - Former Form 4B-102 NMRA, relating to application for informal probate of will and for informal appointment of personal representative (will), was recompiled and amended as 4B-302 NMRA, effective for all cases pending or filed on or after December 31, 2018.