New Mexico Statutes

N.M. Stat. § 45-3-703 (2026)

General duties; relation and liability to persons interested

✓ current as of May 2026
Find cases: SyfertCases citing this section NM-LEGnmonesource.com JustiaChapter on Justia CornellLII Search CasesGoogle Scholar
in estate; standing to sue.
    A. A personal representative is a fiduciary who shall observe the same standards of
care applicable to trustees. A personal representative is under a duty to settle and
distribute the estate of a decedent in accordance with the terms of any probated and
effective will and the Uniform Probate Code and as expeditiously and efficiently as is
consistent with the best interests of the estate. The personal representative shall use
the authority conferred upon the personal representative by the Uniform Probate Code,
the terms of the will, if any, and any order in proceedings to which the personal
representative is party for the best interests of successors to the estate.

    B. A personal representative may not be surcharged for acts of administration or
distribution if the conduct in question was authorized at the time. Subject to other
obligations of administration, an informally probated will authorizes a personal
representative to administer and distribute the estate according to its terms.

    C. An order of appointment of a personal representative, whether issued in informal
or formal proceedings, authorizes a personal representative to distribute apparently
intestate assets to the heirs of the decedent if, at the time of distribution, the personal
representative is not aware of:

       (1)    a pending testacy proceeding;

       (2)    a proceeding to vacate an order entered in an earlier testacy proceeding;

      (3)   a formal proceeding questioning the personal representative's
appointment or fitness to continue; or

       (4)    a supervised administration proceeding.

   D. This section does not affect the duty of the personal representative to administer
and distribute the estate in accordance with the rights of claimants whose claims have
been allowed, the surviving spouse, any minor and dependent children and any
pretermitted child of the decedent.
    E. Except as to proceedings that do not survive the death of the decedent, a
personal representative of a decedent domiciled in New Mexico at the decedent's death
has the same standing to sue and be sued in the courts of New Mexico and the courts
of any other jurisdiction as the decedent had immediately prior to death.

   F. The personal representative must not delay distribution of an estate pending the
possible birth of a posthumously conceived child unless the personal representative:

        (1)    has received written notice or has actual knowledge that there is an
intention to use a decedent's genetic material to create a child; and

       (2)    the birth of the child pursuant to the provisions of Section 45-2-120 NMSA
1978 or other law could have an effect on the personal representative's distribution of
the estate. As used in this subsection, "genetic material" means eggs, sperm or
embryos.

History: 1953 Comp., § 32A-3-703, enacted by Laws 1975, ch. 257, § 3-703; 2011, ch.
124, § 46; 2017, ch. 41, § 17.

                                    ANNOTATIONS

The 2017 amendment, effective January 1, 2018, added Subsection F.

The 2011 amendment, effective January 1, 2012, provided that a personal
representative is a fiduciary who must observe the standards of care of trustees.

Conflicts of interest. — Where decedent had initiated divorce proceedings against
decedent's spouse and died prior to any rulings in that case, the trial court erred in
appointing decedent’s spouse as personal representative of decedent’s estate pursuant
to 45-3-703E NMSA 1978, since the pending divorce proceedings must continue in
accordance with 40-4-20B NMSA 1978, and it was clear there was an inherent conflict
of interest in having the spouse serve as personal representative of decedent’s estate.
Oldham v. Oldham, 2009-NMCA-126, 147 N.M. 329, 222 P.3d 701, aff'd in part, rev'd in
part, 2011-NMSC-007, 149 N.M. 215, 247 P.3d 736.

Division of marital estate. — Parents of decedent, as personal representatives of
decedent’s estate, succeeded to decedent's interest in division of marital property and
had the same standing to be sued as did decedent during decedent's life, so that the
district court had jurisdiction to divide the marital estate between decedent's spouse and
the personal representatives of decedent’s estate. Karpien v. Karpien, 2009-NMCA-043,
146 N.M. 188, 207 P.3d 1165.

Standing to sue. — Once plaintiff’s surviving spouse was appointed as decedent's
estate’s personal representative, plaintiff could be substituted as the real party in
interest because, under the Uniform Probate Code, the personal representative is
authorized to prosecute claims for the protection of the estate (45-3-715A(22) NMSA
1978) and has the same standing to sue as the decedent had immediately prior to death
(45-3-703E NMSA 1978). Martinez v. Segovia, 2003-NMCA-023, 133 N.M. 240, 62 P.3d
331.

Breach of duty. — A personal representative who failed to distribute the estate in
accordance with either the will or New Mexico law breached the personal
representative's duty, since, although the decedent intended decedent's grandchildren
to have a particular property if their father predeceased decedent, and the personal
representative knew this fact, the personal representative misrepresented the terms of
the will to the grandchildren and their mother, the personal representative promised to
send them a copy of the will but failed to do so, thus preventing them from learning of
their interest under the will, and the personal representative filed pleadings in probate
and distributed the estate in a manner that, if the probate had not been contested, it
would have appeared that petitioners had notice and had received their "intestate"
share of the estate assets listed on the inventory, which omitted the property the
decedent had intended decedent's grandchildren to have. In re Estate of Gardner, 1992-
NMCA-122, 114 N.M. 793, 845 P.2d 1247.

Am. Jur. 2d, A.L.R. and C.J.S. references. — Right of administrator with will annexed
to execute power of sale conferred by will, 9 A.L.R.2d 1324.

Power of sale conferred on executor by testator as authorizing private sale, 11 A.L.R.2d
955.

Implied power of executor to sell real estate, 23 A.L.R.2d 1000.

Time within which personal representative must commence action for refund of legacy
or distribution, 29 A.L.R.2d 1248.

Necessity that person acting in fiduciary or representative capacity give bond to
maintain appellate review proceedings, 41 A.L.R.2d 1324.

Power and responsibility of executor or administrator to compromise claim against
estate, 72 A.L.R.2d 243.

Election by spouse to take under or against will as exercisable by agent or personal
representative, 83 A.L.R.2d 1077.

Power of executor with power to sell or to lease real property, or to do both, to give an
option to purchase, 83 A.L.R.2d 1310.

Duty and liability of executor with respect to locating and noticing legatees, devisees or
heirs, 10 A.L.R.3d 547.

Right of executor or administrator to appeal from order granting or denying distribution,
16 A.L.R.3d 1274.
33 C.J.S. Executors and Administrators § 142; 34 C.J.S. Executors and Administrators
§§ 688, 707.
Notes of Decisions
Cited in 18 cases (2 in the last 5 years), 1984–2024 · leading case: Martinez v. Segovia, 62 P.3d 331 (N.M. Ct. App. 2002).
Martinez v. Segovia, 62 P.3d 331 (N.M. Ct. App. 2002). · cites it 2× “NMSA 1978, § 45-3-703(E) (1975). Furthermore, “[a] personal representative may ratify and accept acts on behalf of the estate done by others prior to the appointment of the personal representative where the acts would have been proper for a personal representative.”
Gonzales v. Lopez, 52 P.3d 418 (N.M. Ct. App. 2002). · cites it 2× “See NMSA 1978, § 45-3-703(E) (1975) (stating that a personal representative has “same standing to sue .”
Karpien v. Karpien, 207 P.3d 1165 (N.M. Ct. App. 2009). · cites it 6× “” Section 45-3-703(A) (alteration in original).”
Oldham v. Oldham, 222 P.3d 701 (N.M. Ct. App. 2009). · cites it 2× “”); Rule 1-025(A) NMRA (“If a party dies and the claim is not thereby extinguished, the court may order substitution of the proper parties.”
Jones v. 3M Co., 107 F.R.D. 202 (D.N.M. 1984). · cites it 2× “This contention ignores the pleadings that preceded the filing of the Complaint in Joinder. The Motion for Joinder, filed July 7, 1983, states that “Dan Swallows, as Personal Representative of the Estate of Charlie C.”
Matter of Est. of Gardner, 845 P.2d 1247 (N.M. Ct. App. 1992). “As a trier of fact, the district court was free to find a breach of such duty based on the following factors: (a)As personal representative, Gholson had a duty to distribute the estate in accordance with the will and New Mexico law “consistent with the best interests of the…”
Tartaglia v. Hodges, 10 P.3d 176 (N.M. Ct. App. 2000). “See §§ 45-3-703(D), -709, -715(A)(22). Once appointed as the personal representative of Joe’s estate, Pedro was exercising his right, if not his duty, in bringing this action.”
Est. of Swift v. Bullington, 2013 NMCA 090 (N.M. 2013). · cites it 4× “The Probate Code further provides that “[e]xcept as to proceedings that do not survive the death of the decedent, a personal representative of a decedent domiciled in New Mexico at the decedent’s death has the same standing to sue and be sued in the courts of New Mexico and the…”
Swift v. Bullington, 2013 NMCA 90 (N.M. Ct. App. 2013). · cites it 5× “The Probate Code further provides that “[e]xcept as to proceedings that do not survive the death of the decedent, a personal representative of a decedent domiciled in New Mexico at the decedent’s death has the same standing to sue and be sued in the courts of New Mexico and the…”
In re Est. of McElveny, 2015 NMCA 80 (N.M. Ct. App. 2015). · cites it 2× “Thus, in the exercise of its duty to act “for the best interests of [the] successors to the estate” under Section 45-3-703(A), the PR had discretion to either file a claim with the Department under Section 7-8A-15(a) or invoke the jurisdiction of the district court under Section…”
Phillips v. State ex rel. Dep't of Taxation & Revenue, 2015 NMCA 080 (N.M. Ct. App. 2015). · cites it 2× “Thus, in the exercise of its duty to act “for the best interests of [the] successors to the estate” under Section 45-3-703(A), the PR had discretion to either file a claim with the Department under Section 7-8A-15(a) or invoke the jurisdiction of the district court under Section…”
Swift v. Bullington (N.M. Ct. App. 2013). · cites it 5× “The Probate Code further provides that “[e]xcept as to proceedings that do not survive the death of the decedent, a personal representative of a decedent domiciled in New Mexico at the decedent’s death has the same standing to sue and be sued in the courts of New Mexico and the…”
— N.M. Stat. § 45-3-703(A) — 9 cases
Matter of Est. of Gardner, 845 P.2d 1247 (N.M. Ct. App. 1992). “As a trier of fact, the district court was free to find a breach of such duty based on the following factors: (a)As personal representative, Gholson had a duty to distribute the estate in accordance with the will and New Mexico law “consistent with the best interests of the…”
Karpien v. Karpien, 207 P.3d 1165 (N.M. Ct. App. 2009). “” Section 45-3-703(A) (alteration in original).”
In re Est. of McElveny, 2015 NMCA 80 (N.M. Ct. App. 2015). “Thus, in the exercise of its duty to act “for the best interests of [the] successors to the estate” under Section 45-3-703(A), the PR had discretion to either file a claim with the Department under Section 7-8A-15(a) or invoke the jurisdiction of the district court under Section…”
Phillips v. State ex rel. Dep't of Taxation & Revenue, 2015 NMCA 080 (N.M. Ct. App. 2015). “Thus, in the exercise of its duty to act “for the best interests of [the] successors to the estate” under Section 45-3-703(A), the PR had discretion to either file a claim with the Department under Section 7-8A-15(a) or invoke the jurisdiction of the district court under Section…”
Blumenshine v. Kastler (N.M. Ct. App. 2016).
— N.M. Stat. § 45-3-703(D) — 1 case
Tartaglia v. Hodges, 10 P.3d 176 (N.M. Ct. App. 2000). “See §§ 45-3-703(D), -709, -715(A)(22). Once appointed as the personal representative of Joe’s estate, Pedro was exercising his right, if not his duty, in bringing this action.”
— N.M. Stat. § 45-3-703(E) — 8 cases
Martinez v. Segovia, 62 P.3d 331 (N.M. Ct. App. 2002). “NMSA 1978, § 45-3-703(E) (1975). Furthermore, “[a] personal representative may ratify and accept acts on behalf of the estate done by others prior to the appointment of the personal representative where the acts would have been proper for a personal representative.”
Gonzales v. Lopez, 52 P.3d 418 (N.M. Ct. App. 2002). “See NMSA 1978, § 45-3-703(E) (1975) (stating that a personal representative has “same standing to sue .”
Karpien v. Karpien, 207 P.3d 1165 (N.M. Ct. App. 2009). “” Section 45-3-703(A) (alteration in original).”
Oldham v. Oldham, 222 P.3d 701 (N.M. Ct. App. 2009). “”); Rule 1-025(A) NMRA (“If a party dies and the claim is not thereby extinguished, the court may order substitution of the proper parties.”
Swift v. Bullington, 2013 NMCA 90 (N.M. Ct. App. 2013). “The Probate Code further provides that “[e]xcept as to proceedings that do not survive the death of the decedent, a personal representative of a decedent domiciled in New Mexico at the decedent’s death has the same standing to sue and be sued in the courts of New Mexico and the…”
Annotations are extracted automatically from the opinions in the Syfert caselaw corpus and ranked by authority, recency, and treatment. Dots show Syfertize treatment of the citing case itself.