Rule 1-003.2.Commencement of action; guardianship and conservatorship information sheet
Last verified June 26, 2026
Full Text of Rule 1-003.2
Rule History
[Approved by Supreme Court Order No. 18-8300-005, effective for all cases filed, or pending but not adjudicated, on or after July 1, 2018.]
Committee Commentary
The information sheet required under this rule, Form 4-992 NMRA, is for administrative use only and is not made part of the record. The purpose of the information sheet is to assist court staff with identifying persons entitled to notice and access to court records under Rule 1-079.1(B)(2) and (C)(2) NMRA prior to the appointment of a guardian or conservator. See also NMSA 1978, §§ 45-5-303(K), 45-5-407(N) (providing that a person entitled to notice may access court records of the proceeding and resulting guardianship or conservatorship).
[Approved by Supreme Court Order No. 18-8300-005, effective for all cases filed, or pending but not adjudicated, on or after July 1, 2018.]
Plain-English Summary
When someone petitions to appoint a guardian or conservator under the Probate Code (Chapter 45, Article 5, Parts 3 or 4), this rule requires an information sheet, on the Supreme Court–approved form, identifying the people entitled to notice and to access the court records in the case.
As the committee commentary explains, the sheet (Form 4-992) is for administrative use only and is not made part of the record. Its job is to help court staff identify, before a guardian or conservator is appointed, who may receive notice and see the file under the protections of Rule 1-079.1.
Frequently Asked Questions
Who files the guardianship or conservatorship information sheet?
The petitioner files it when the petition to appoint a guardian or conservator is filed.
What is the information sheet used for?
It identifies the people entitled to notice and to access the court records. It is administrative only and is not part of the record.