After the service of notice in a proceeding seeking the appointment of a conservator or other protective order and until termination of the proceeding, the court in which the petition is filed has:
A. exclusive jurisdiction to determine the need for a conservator or other protective order;
B. exclusive jurisdiction to determine how the estate of the protected person which is subject to the laws of New Mexico shall be managed, expended or distributed to or for the use of the protected person or any of his dependents; and
C. jurisdiction to determine the validity of claims against the person or estate of the protected person and his title to any property or claim.
History: 1953 Comp., § 32A-5-402, enacted by Laws 1975, ch. 257, § 5-402.
District court had jurisdiction to void incapacitated person's estate plan. — Where the district court appointed a guardian and conservator to protect the person and assets of the incapacitated person who was suffering from Alzheimer's disease; after the conservator was appointed and without notifying the district court, the conservator, or the guardian ad litem, the spouse of the incapacitated person and the spouse's attorney met with the incapacitated person; during the meeting, the incapacitated person executed a new estate plan giving the spouse control of the incapacitated person's estate; and the conservator tried to stop the meeting and the execution of the new estate plan, the district court had general civil jurisdiction over the conservatorship and jurisdiction to void the new estate plan prior to the death of the incapacitated person. Clinesmith v. Temmerman, 2013-NMCA-024, 298 P.3d 458, cert. denied, 2013-NMCERT-001.
Distribution of estate of protected person. — Where, during the lifetime of the decedent, the conservator of the property and affairs of the decedent discovered an executed inter vivos trust agreement which provided for the distribution of the trust estate after the decedent's death to a cousin and three step-children; the conservator did not discover any assets or property that the decedent transferred to the trust or any documents identifying the trust assets; the conservator also found an unexecuted pour-over will that provided for the transfer of the decedent's probate assets to the trust upon the decedent's death; before the decedent died, the conservator filed a petition for instructions with the district court regarding whether the conservator should transfer the decedent's assets to the trust; before the district court heard the conservator's petition, the decedent died leaving an estate of seven million dollars; one of the decedent's intestate heirs instituted a separate probate proceeding in district court; and the district court in the conservatorship proceedings determined that the probate court should decide the issue of whether to transfer the decedent's assets to the trust and terminated the protective proceeding without deciding the petition for instructions, the proper forum to determine whether to fund the decedent's trust and give effect to the decedent's pour-over will was in the probate court. In re Borland, 2012-NMCA-108, 288 P.3d 912.
Am. Jur. 2d, A.L.R. and C.J.S. references. — 14 C.J.S. Chemical Dependents § 4; 39 C.J.S. Guardian and Ward § 11; 49 C.J.S. Insane Persons § 10.
Structure New Mexico Statutes
Chapter 45 - Uniform Probate Code
Article 5 - Protection of Persons Under Disability and Their Property
Part 4 - PROTECTION OF PROPERTY OF PERSONS UNDER DISABILITY AND MINORS
Section 45-5-401 - Conservatorship proceedings.
Section 45-5-402 - Protective proceedings; jurisdiction of affairs of protected persons.
Section 45-5-402.1 - Permissible court orders.
Section 45-5-404 - Original petition for appointment of conservator.
Section 45-5-404.1 - Duties of guardian ad litem.
Section 45-5-405 - Notice in conservatorship proceedings.
Section 45-5-405.1 - Protective arrangements and single transactions authorized.
Section 45-5-406 - Guardianship and protective proceedings; request for notice; interested person.
Section 45-5-407 - Procedure for court appointment of a conservator.
Section 45-5-408 - Temporary conservators.
Section 45-5-409 - Annual report and account; audits.
Section 45-5-409.1 - Repealed.
Section 45-5-410 - Who may be appointed conservator; priorities.
Section 45-5-411 - Bond and terms; requirements of bonds.
Section 45-5-413 - Acceptance of appointment; consent to jurisdiction.
Section 45-5-414 - Compensation and expenses.
Section 45-5-415 - Death, substitution, review and termination of conservatorship.
Section 45-5-416 - Petitions for orders subsequent to appointment.
Section 45-5-417 - General duty of conservator.
Section 45-5-418 - Inventory and records.
Section 45-5-420 - Conservators; title by appointment.
Section 45-5-421 - Recording of conservator's letters.
Section 45-5-421.1 - Letters of conservatorship.
Section 45-5-423 - Persons dealing with conservators; protection.
Section 45-5-424 - Powers of conservator in administration.
Section 45-5-425 - Distributive duties and powers of conservator.
Section 45-5-426 - Consent to conservatorship; applicable laws.
Section 45-5-427 - Preservation of estate plan.
Section 45-5-428 - Claims against protected person; enforcement.
Section 45-5-429 - Individual liability of conservator.
Section 45-5-430 - Termination of proceeding.
Section 45-5-434 - Registration of guardianship orders.