Probate Judge

CONTACT INFO

109 W 1st Street
Portales, NM 88130
575.226.3995
575.760.3960 cell

LINKS

IRS:  1-800-829-1040; https://www.irs.gov

NM Taxation & Revenue: (505) 827-0700; http://www.tax.newmexico.gov

Motor Vehicle Division:  1-888-683-4636; http://www.mvd.newmexico.gov

Social Security Administration:  1-800-772-1213; www.ssa.gov

Medicare:  1-800-633-4227; www.medicare.gov

Dept. of Veterans Affairs:  1-844-698-2311; www.va.gov

Vital Statistics Dept. (for death certificates): 1-866-534-0051; https://nmhealth.org

STAFF

 

Kendall Terry
Probate Judge

Probate is the judicial process for transferring the property of a person who has died (called a decedent). The property is transferred according to either (1) the decedent’s Will, or (2) if the decedent died without a Will, according to New Mexico’s laws of intestate succession.

The Probate Court appoints legally qualified persons, called personal representatives, to manage and settle the decedent’s business affairs. The Probate Judge appoints a Personal Representative to transfer property of the deceased person’s estate property, real and personal, to the rightful recipients. Rightful recipients might include heirs, devisees named in a valid and current will, or creditors.

Link to Supreme Court Law Library

Link to Probate Forms

 Free Live 2021 Legal Webinars 

CLAIMS AGAINST THE ESTATE

Once you receive a claim against the estate, you are responsible for determining whether it is a valid claim.

If you do not notify the Creditor within 60 days after the time for presentation of the claim has expired, it is deemed a valid claim.

You should pay valid claims out of the assets of the estate or make other arrangements to do so.

Prepare Inventory and Appraisal of Assets of the Estate

  1. Include reasonable detail and estimated value.
  2. You can hire an appraiser, but are not required to do so.
  3. You must provide a copy of this document to any interested person who requests it.
  4. You are not required to file this document with the Court, but may if you wish.

DISTRIBUTING THE ESTATE ASSETS

Priority for Distribution of Assets of the Estate

Once the personal representative pays the New Mexico family and personal property allowances due (if any), federal and state income and estate taxes (if required), and other bills, he or she can distribute the estate assets.  The personal representative must follow the provisions of the Will, if any, or intestate laws, if no Will exists.

The heirs of an estate can agree to distribute assets contrary to the terms of the Will or the laws of intestate succession, but:

  1. The Agreement must be in writing;
  2. The Agreement must be signed by all who are affected by the terms of the Agreement; and
  3. File the Agreement with the Court.

Any real property transferred by the Personal Representative of the estate is done in his/her capacity as Personal Representative of the estate (see separate brochure on Real Property).

PREPARING THE ACCOUNTING OF THE ESTATE

  1. Keep records of all receipts and disbursements of the estate.
  2. The accounting lists the value and distribution of the estate assets.
  3. You are not required to file this document with the Court.
  4. You must provide a copy of this document to those who received the estate assets.

CLOSING A PROBATE CASE

Verified Statement of Personal

Representative (notarization required)

  1. It has been at least three (3) months since you opened the estate.
  2. The time for filing claims against the estate has expired.
  3. You have paid or otherwise resolved all claims against the estate and paid all taxes.
  4. All assets of the estate have been distributed to those entitled to them.
  5. The estate is ready to be closed.

A year after the filing of the Verified Statement, the estate is considered closed.