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Citations - New Mexico Laws and Court Rules
Rule Set 1B - Probate Court Rules - cited by 39 documents

Decision Content

4B-602. Accounting.

[For use with Rules 1B-304, 1B-306, and 1B-501 NMRA]

 

STATE OF NEW MEXICO

IN THE PROBATE COURT

______________ COUNTY

 

IN THE MATTER OF THE ESTATE OF                                      No. ____________

______________________, DECEASED.

 

ACCOUNTING

 

I, ______________________, the personal representative of the estate of the decedent, have prepared an accounting of the administration of the estate of the decedent.

I am sending a copy of this document to the distributees whose interests are affected by this accounting.  The accounting is as follows:

 

Cash and Other Assets in the Estate 

A.        Items from Inventory (not sold)                              Value

 

1.         ____________________________________   $ ______________________

2.         ____________________________________   $ ______________________

3.         ____________________________________   $ ______________________

4.         ____________________________________   $ ______________________

5.         ____________________________________   $ ______________________

6.         ____________________________________   $ ______________________

 

B.        Items Received Since the

            Making of Inventory (not sold)                               Value

 

1.         ____________________________________   $ ______________________

2.         ____________________________________   $ ______________________

3.         ____________________________________   $ ______________________

4.         ____________________________________   $ ______________________

5.         ____________________________________   $ ______________________

 

C.        Items Sold                             Sales                          Sales              Net Amount

            Price                           Expense        Received

1.         ______________     $ ____________      $ ____________      $ ___________

2.         ______________     $ ____________      $ ____________      $ ___________

3.         ______________     $ ____________      $ ____________      $ ___________

4.         ______________     $ ____________      $ ____________      $ ___________

5.         ______________     $ ____________      $ ____________      $ ___________

6.         ______________     $ ____________      $ ____________      $ ___________

 

 

D.        Income Received                                                                 Amount

 

1.         ____________________________________   $ ______________________

2.         ____________________________________   $ ______________________

3.         ____________________________________   $ ______________________

4.         ____________________________________   $ ______________________

5.         ____________________________________   $ ______________________

 

Total of Cash and Other Assets:                                       $ _______________________

Payments and Distributions

 

A.        Payments to Creditors and

for Expenses of Administration                                         Amount Paid

 

1.         ____________________________________   $ ______________________

2.         ____________________________________   $ ______________________

3.         ____________________________________   $ ______________________

4.         ____________________________________   $ ______________________

5.         ____________________________________   $ ______________________

6.         ____________________________________   $ ______________________

 

B.        Distributions to Devisees or Heirs                                     Value of

Distribution

1.         ____________________________________   $ ______________________

2.         ____________________________________   $ ______________________

3.         ____________________________________   $ ______________________

4.         ____________________________________   $ ______________________

5.         ____________________________________   $ ______________________

6.         ____________________________________   $ ______________________

 

Total of Payments and Distributions:                               $ ______________________

(Total of Cash and Other Assets

should equal Total of Payments and Distributions.)

 

_______________________________________

Signature of personal representative

_______________________________________

Printed name

_______________________________________

Date

_______________________________________

Street address

_______________________________________

City, state, and ZIP code

_______________________________________

Telephone number (optional)

_______________________________________

Email address (optional)

 

[Approved, effective September 15, 2000; as amended by Supreme Court Order No. 07-8300-005, effective March 1, 2007; 4B-501 recompiled and amended as 4B-602 by Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or after December 31, 2018.]

 You are being directed to the most recent version of the statute which may not be the version considered at the time of the judgment.