New Mexico Forms Library

4B-702. Verified small estate closing statement of the personal representative.

[For use with Rules 1B-304, 1B-306, and 1B-601 NMRA]

STATE OF NEW MEXICO

IN THE PROBATE COURT

______________ COUNTY

IN THE MATTER OF THE ESTATE OF                          No. ___________________

______________________, DECEASED.

VERIFIED SMALL ESTATE CLOSING STATEMENT OF THE PERSONAL REPRESENTATIVE

I, ____________________, state that

1.         I am the personal representative of the estate of the decedent;

2.         I have completed my work on the estate of the decedent.  In order to do this, I

A.        inventoried and estimated the value in writing of all of the decedent’s property and encumbrances on this property;

B.        determined to the best of my knowledge that the value of the entire estate, less liens and encumbrances, does not exceed the family allowance, personal property allowance, costs and expenses of administration, reasonable necessary medical and hospital expenses of the last illness of the decedent, and reasonable funeral expenses; and

C.        distributed all the remaining assets, including decedent’s real property, if any, to the people who were entitled to receive them, taking into account the family and personal property allowances allowed by law.  The distributions were in the appropriate amounts;

3.         I mailed a copy of this document to anyone entitled to a distribution from the estate and to all creditors or other claimants of whom I am aware whose claims are neither paid nor barred. I also mailed a copy of the accounting of this estate to anyone entitled to a distribution from this estate whose interests were affected by the accounting;

4.         As far as I know, there are no other actions pending in any court; and

5.         By this closing statement, I am indicating to the court that I am closing the estate of the decedent.

I affirm under penalty of perjury under the laws of the State of New Mexico that the above statements are true and correct.

_________________________________________

Signature of personal representative

_________________________________________

Printed name

_________________________________________

Date

_________________________________________

Address

_________________________________________

City, state, and ZIP code

_________________________________________

Telephone number (optional)

_________________________________________

Email address (optional)

USE NOTES

WARNING:  Do not submit this form to the court until you have completed ALL estate work. Once this form is filed with the court, the personal representative no longer has authority to act on behalf of the decedent’s estate.

[Adopted by Supreme Court Order No. 18-8300-014, effective for all cases pending or filed on or after December 31, 2018.]