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New Supreme Court Approved Forms

The Supreme Court approved new Rules of Civil Procedure for the District Courts for adult guardianship and conservatorship cases filed after July 1, 2018.  The Supreme Court also approved new forms for adult guardianship and conservatorship cases filed after July 1, 2018. The following table outlines these changes:

Document      Form    Description

Information Sheet

4-992 Required for all new petitions filed pursuant to Supreme Court Rule of Civil Procedure for District Courts 1-003.2.
Order – Persons Entitled To Notice & Access to Court Records (Post Adjudication)
4-993
Required when a guardian and/or conservator is appointed pursuant to Supreme Court Rule of Civil Procedure for District Courts 1-141.

Notice of Hearing and Rights

4-999 Required to be provided to all individuals identified in the Petition and Information Sheet, including the alleged incapacitated person under Sections 45-5-309(B) & (C) and 45-5-405 (B) & (C).

Order - Waive or Secure Bond

4-994 Required for all conservatorship cases under Section 45-5-411 NMSA 1978.

Notice of Bonding

4-995 Required when the court orders the conservator secure a bond. Should be filed at the same time that an inventory or report is filed, pursuant to Section 45-5-409 NMSA 1978.

Statement of Bond

4-995.1 Required when the court orders the conservator secure a bond. Should be attached to the Notice of Bonding.

Guardian Report

4-996 Required for filing a ninety (90)-day, annual, or final report under Section 45-5-314 NMSA 1978.

Conservator’s Inventory

4-997 Required for filing a ninety (90)-day inventory under Section 45-5-418 NMSA 1978.

Conservator’s Report

4-998 Required for filing an annual or final report under Section 45-5-409 NMSA 1978.

Grievance Form

4-999.1 Available to any individual that would like to file a grievance against a guardian and/or conservator under Section 45-5-110. (Approved 8/20/19)

To access the forms referenced in this chart, click here and enter the form number in the search field.