by Margaret Linford | Jan 31, 2018 | 01 What's New, Court Records, Research Skills |
Using wills and probate records for genealogy can lead to unexpected “inheritances” of your own: clues about relatives’ identities, wealth, personal belongings, and family relationships. Wills can reveal great family stories, too: researcher Margaret Linford entertains her mother with them during trips to the courthouse. Here’s how wills can help your family history—and Margaret’s tips for finding and using them.
Using Wills and Probate Records in Genealogy Research
“Where there’s a will, there’s a way” to find out more about your family’s history.
Wills are legal records created to direct the settlement of a person’s property and other final affairs after his or her death. Probate (or estate) records are created after an individual’s death as part of the legal distribution of the estate and payment of debts. You’ll often find wills as one of many kinds of the documents included in probate records.
Wills and other probate records are valuable research tools, but are frequently neglected as sources of genealogical information. People often focus strictly on birth, marriage, and death records when searching out their family histories. If you rely solely on those records, your research will encounter many brick walls in the early 1800’s.
Probate records and land records were often the only official documents left behind to tell the stories of ancestors who lived prior to the legal requirement for the registry of births and deaths.
Wills of slaveholders can also be valuable tools in conducting African-American genealogical research. Before the Civil War, enslaved people were listed in wills because they were valuable property of slaveholders.
For instance, in the 1863 Smyth County property tax records, it is noted that Abijah Thomas owned 56 slaves, which were valued at $53,800. Some were given their freedom within wills, while others were transferred to other members of the family or sold. For instance, one of the first wills recorded in Smyth County is that of Hugh Cole.
Within his will, he says the following: “I bequeath to my beloved wife Martha Cole a negro girl named Amanda which she is to hold during her natural life.” The mention of an enslaved person in a will—along with any personal description of him or her—may be the only surviving document to mention that person by name.
Within another Smyth County will, recorded on February 20, 1835, a woman named Elizabeth Blessing left the following directive: “I will and desire that my negro woman Betty be free at my decease, and must see to her own support during her life, as I shall not make any provision for her out of any part of my estate.”
Information Found in Wills Varies
You can find just about anything in a will!
One organ, one compass, chain and plotting instruments, two chests, one hat rack, one music rack, one old United States map. These are some of the items found in the appraisement bill of the personal property belonging to the estate of Abijah Thomas, who lived in the well-known Octagon House in Marion, Virginia.
Here is a photo of that home, now in a dilapidated state, from a Wikipedia file image (click image for attribution.)
Also included in his personal property is a church bell. The story behind the bell is intriguing and illustrates the significance of the probate process.
Abijah Thomas utilized the bell at his foundry works in Marion, Virginia, to indicate shift changes. For decades, the oral history surrounding the bell indicated that he had donated it to the Wytheville Presbyterian Church before he died. The court documents reveal a different story.
Court document regarding the church bell
Since Abijah died intestate, the court appointed three men to appraise his personal property. During this process, the bell was valued at $75. It was sold on September 1, 1877, to the Presbyterian Church in the town of Wytheville, Virginia, as shown in the above list of items sold from his estate.
This document dispels the family myth surrounding the church bell. This is just one of many examples of the types of stories you find in probate records in courthouses all across the United States.
Genealogical Information May be Found in a Will or Probate Records
Wills and probate records can pass along unexpected genealogical wealth to you. You may find the following information in them: date of death (or approximate date of death), name of spouse, children, parents, siblings and their place of residence, adoption or guardianship of minor children, ancestor’s previous residence, occupation, land ownership, and household items.
Probate records also contain such interesting stories that they can even be read for entertainment!
Whenever I go on a research trip, I usually drag some poor, unsuspecting soul along with me. That person is usually my Mom. While she enjoys the scenery on our drive to different courthouses, she rarely enjoys the time spent at the courthouse.
Some of the research I do requires me to stay at the courthouse for several hours. That has posed a problem in the past since I haven’t known how to keep Mom occupied. But I have found the perfect solution. When we arrive at the courthouse, I find an old will book and let her start reading.
My mom enjoys reading the stories in these old—and sometimes tattered—books. One of her favorite stories came from a will in Henry County, Virginia. It is the will of Addie T. Thornton and reads as follows:
“I also give to my nephew Thomas T. Earles, fifty ($50) in cash to be deposited in some safe Banking Institution, on interest until he arrives at the age of twenty-one (21) years old and then the principal to be invested in a watch and I request that a monogram with both his and my name, one on inside and the other on outside of watch.”
Obviously, Addie Thornton cared deeply for her nephew, Thomas, and wanted to make sure he remembered her for the rest of his life.
Here’s part of Addie’s will, followed by a closeup image of the lines about the watch:
Stories like these are so much more meaningful than just a date of birth, marriage or death. Wills can help us know who these people were, how they lived and what was important to them during their sojourn here on earth. We can learn of their struggles and their successes. We can tell what their lives were like by reading through the lists of household items included in the inventories that are recorded.
And with stories like Addie’s bequest of the watch, we can also learn about ancestors’ personalities and how they expressed (or occasionally withheld) love for others through the final disposition of their belongings.
How a Will is Created
Before beginning probate record research, it is important to be familiar with the probate process and legal terminology associated with these records. It is estimated that, prior to 1900, about half of the population either left a will or was mentioned in one. Those who died having left a will are said to have died “testate.” Those who died without leaving a valid will died “intestate.”
A typical, legally-recognized will contains certain critical elements. It should be in written form and it must have signatures of the person leaving the will (“testator”) and witnesses, who attest to the validity of the document. A codicil is a document created by the testator to amend the will.
Once the testator dies, the will is presented to the judicial authority by a family member or executor/executrix (person appointed by the testator to see that his/her wishes are carried out), accompanied by a written application or petition for probate.
These petitions include names and addresses of the closest living relatives. The court then admits the will to probate and sets a hearing, providing an opportunity for interested parties to contest the will. The will is then recorded and the executor is given the authority to settle the estate. During this process, an inventory of the estate is made.
Some wills contain detailed information, regarding the testator’s final wishes. At times, these requests will shed light on relationships that might not otherwise be discovered. This was the case for a will on file at my local courthouse. Due to the nature of the requests made by the testator, I have changed the last name of the family to Smith. This wife was, obviously, upset with her husband and the circumstances of their marriage, providing clear details of her grievances for future generations.
“Since my husband has never made me a part of his family and has completely cut me out of ever living in Chihowie, Virginia [the husband’s hometown], or never provided me with a home or paid any of my bills and has broken all marriage contracts that we agreed to—I hereby decree that I be buried in Round Hill Cemetery at Marion, Virginia, where I own a lot—that my body or anything I own or possess will never be taken into Chilhowie or the Smith household.
My husband has never taken me into his own home, and furthermore stated, backed up by his nephew and his wife, whom he turned everything over to shortly after our marriage—that I would never own or live on a foot of the Smith ground, even though I have tried to build or buy or remodel a home in Chilhowie, Virginia, at my own expense.
“I give all books and material things pertaining to books to the Smyth County Library, Marion, Virginia, as I am sure that my family would not want anything to fall into the hands of anyone who has mistreated me.
“My husband has kept our marriage strictly on a time clock basis since his nephew and his wife moved back to Smyth County, and under their influence he comes at 6:30 or 7:00 p.m. (whichever is convenient to them) or later, and leaves promptly in the morning by 8:00 or 8:30 a.m., never calling during the day or show[ing] any sign of caring. He changed completely after they returned to Chilhowie to break up the marriage. Therefore, if I am still his wife, or otherwise, see that my wishes are carried out and that my remains and possessions remain in Marion.”
Where to Find Wills and Probate Records
The best place to search for a will is at the courthouse where your ancestor lived, if you can reasonably go there yourself.
Since the probate process is a function of state governments, the laws governing the maintenance of these records and their location will vary by state and should be researched before making a trip to the courthouse.
For example, in Virginia, probate records are maintained within the Circuit Courts and independent cities. In Massachusetts, probate records are found in county Probate Courts.
A useful resource for figuring out how U.S. probate records are organized state-by-state is free on the Ancestry.com wiki: Red Book: American State, County and Town Sources. Scroll down to click on the name of the state in question. Then go to the right side and click on the probate records link for that state to read about these records.
Once you have determined where the wills for your state/county are housed, the next step in the research process is to locate the Index for Wills. Even–perhaps especially–if you are unsure of the date of death for one of your ancestors, you may want to look through the index of wills (an example is shown here). Even when no specific death record exists, you may be surprised to find probate records that reveal the date of death, a list of heirs and more.
There will, most likely, be several index books, organized by year spans. These books serve as a compass, pointing you to any available probate records that may include your ancestors. The index is divided by devisor (the person making the will) and devisee (any person who is named in the will, as the recipient of property).
The research process will be incomplete if you do not conduct a search for your ancestors among the list of devisees. Even if you fail to find their names among the devisors, they could have inherited property from someone else.
Probate records include more than just the will of an individual. You may find letters of administration, lists of heirs, inventories, bills of appraisement, guardianships and other documents related to the settlement of an estate. In some counties, all these documents are found in the same collection. Other counties maintain these records in separate collections. It is important to understand the manner in which probate records are organized for your particular county.
The probate research process should not be rushed. Valuable records may be overlooked when time dictates the quality of your research. For this reason, it is important that you set aside ample time to comb through the probate records. If you find yourself confused about abbreviations or the location of records within the courthouse, there is usually someone in the records vault who would be happy to assist you. Never be afraid (or embarrassed) to ask for help.
Fortunately for many of us who can’t easily get to every ancestor’s courthouse, there are some wills available online on genealogy websites, including two of the genealogy giants, FamilySearch and Ancestry.com.
For example:
- Subscription website Ancestry.com has made it a priority to curate an enormous collection of wills and probate records from all 50 states. At last count, this collection has more than 170 million records—and they keep adding to it.
- The free FamilySearch.org hosts millions of probate records from the U.S. and around the world (click here to browse their probate and court record collections). Many of these collections are marked “browse-only,” which means they are not yet searchable by name online. You just have to page through them. Click here for instructions on reading browse-only records on the site (it’s not that difficult—and did I mention they’re free?).
Additionally, libraries or genealogical societies in your ancestor’s hometown or county may have books with abstracts from local wills or other resources related to local probate record research.
General Index to Wills
Well Worth the Effort
Finding the will of one of your ancestors is an amazing experience. Walking into the vault of a courthouse sometimes feels like walking into a time machine. As you read through the pages that tell of people who lived so long ago, you feel like for even just a small moment that you have gone back in time. You are sitting with them and hearing their stories whispered through the aging and brittle pages that have been left behind. They are all there just waiting to tell their stories. So take the opportunity to go to the courthouse and “meet” your ancestors through the one of the last—and perhaps one of the most revealing—documents they may ever have written: their wills.
Researching Wills and Probate Records: Your Next Steps
Take your genealogy research to the next level by planning a trip to a courthouse to retrieve records like wills and probate records. These articles and podcast episodes will help you get ready:
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Margaret Linford is a professional genealogist who specializes in the Mid-South Region of United States research and has logged over 20,000 research hours. Born and raised in Virginia, she has enjoyed traveling the world, and now lives in her childhood hometown with her husband and children. She enjoys teaching her children about heritage, taking them along on research trips and serving as President of the Smyth County Genealogical Society.
by Lisa Cooke | May 13, 2017 | 01 What's New, FamilySearch, Research Skills |
I have thoroughly enjoyed having Amie Tennant as a blogger for the past year. In her final blog post for Genealogy Gems she takes us on a tour of her home state’s digital records. Then she will be turning all of her attentions to her own genealogical certification. Thank you Amie for all of your helpful and thoroughly enjoyable posts! – Lisa Louise Cooke
Ohio genealogy research goes digital. You can now virtually walk into any courthouse in Ohio with the click of the mouse. Check out the amazing browse-only databases at FamilySearch for Ohio and other states, and take your family history research to the next level.
I use FamilySearch.org to search courthouse record books all the time. In particular, the Ohio Probate Records, 1789-1996 now have nearly 7 million digital images of county record books such as wills, estate files, guardianship records, naturalization records, minutes, bonds, and settlements. In fact, many other states have their court record books online at FamilySearch, too. So, why haven’t you noticed before?
Browse-only Databases vs. Indexed Databases
You may have read our previous post on step-by-step instructions to using browse-only databases at FamilySearch. If you didn’t, you should know that when you are searching for records at FamilySearch using the traditional search fields, you are only searching for records that have been indexed. In other words, there may be thousands of records you need on the site, but you won’t find them. They have not been indexed by a searchable name, place, or date. Instead, you need to go in the virtual “back door.”
Step 1: First, go to FamilySearch and sign in. Next, click Search at the top right. Now you will see a map of the world. Click on the desired location. I have chosen the U.S., but you can choose any country you are interested in.
Step 2: Once you choose your desired country or continent, a pop-up list will be available and allow you to choose the state (or country) you wish to search in. In this case, a list of the U.S. states appears and I clicked on Ohio.
Step 3: The system will direct you to a new page. You will first see the Ohio Indexed Historical Records. These are the records and collections that have been indexed and are searchable by name, date, and place. Though these are great, they are not the record collections I want to share with you today.
Instead, scroll down until you see the heading Ohio Image Only Historical Records. You will notice several databases such as cemetery records, church records, naturalization records, etc. All of these are browseable. That means you will use them like you would microfilm.
Step 4: I want to bring your attention to a specific record collection, so scroll down even further until you see Ohio Probate Records, 1789-1996. Click it.
At the next screen, you will see you can browse the 6,997,828 Ohio probate records and you are probably thinking, “What!? I can’t possibly browse through nearly 7 million records!” But, you can, so go ahead and click it!
Step 5: At the new screen, you will see everything is broken up into counties. Click on the county you are interested in researching. You will next see a list of possible record books available for that county. Each county will vary, so where you may find guardianship records available in one county, you might not find them in another.
Ohio Genealogy Research at the Courthouse
As a refresher, courthouse research is often imperative to thorough genealogy research. Here is a helpful chart of the type of information you may find in these types of court records. Be sure to remember: records and the amount of information they contain change over time.
More on Courthouse Research Techniques
Are you looking to understand the value of courthouse research and how to use those records to overcome brick walls in your family tree? Read 4 Ways to Power Up Your Courthouse Research Skills from our own Sunny Morton.
by | Jul 30, 2016 | 01 What's New, Brick Wall
A significant record loss can be due to fire, water, weather disaster, or even theft. A courthouse disaster is one of the worst ways in which a genealogy research plan can be derailed. Learn some alternate locations for vital information to help you keep moving along!
I read somewhere the thirty-five counties of Tennessee have some level of record loss. Can you believe that? After researching long enough, it seems we all run into a county level record loss due to a courthouse disaster. What are we to do? Here are a few helpful tips!
Know Your County
While researching in Lee County, Virginia, I couldn’t figure out why some of the records I needed had not been microfilmed by the Family History Library. The answer was: a significant record loss. Unfortunately, I had wasted time searching for records that didn’t even exist anymore. Instead of going round and round looking for records that may have been lost or destroyed, begin your search by learning whether there has been a record loss in your targeted county. You can quickly find this information in the FamilySearch wiki at FamilySearch.org. Click Get Help at the top right corner and choose Research Wiki from the pull-down options.
Once you have reached the wiki search page, type in the county and state you are interested in.
At the wiki research article for your targeted location, scroll down and look for a disaster icon. There are four icons that represent the type of loss your county has experienced, if any. In the record loss section of the article, you will find what records and years have been lost or damaged.
It is important to remember that you should never assume that what is listed on the wiki is 100% accurate. There may be times when records were “lost” at one time, but turn up later…you never know. It pays to check the wiki first, then confirm with a knowledgeable person at the county courthouse or local genealogical society. Check, check, and check again.
Finding Alternative Sources When Dealing with a Record Loss
Courthouse record loss can be an obstacle, but not a barrier. You can continue to do effective research in these situations with a little know-how and some exhaustive searching. Leave no stone unturned!
Many know that the 1890 federal census was almost entirely destroyed by fire and consequent water damage in 1921. Because of this record loss, I figuratively lost my family between 1880 and 1900. Using another record source entitled “Native American Applications for Enrollment in Five Civilized Tribes,” I found that many of my family members had filed for this allotment. The 1887 General Allotment Act, or Dawes Act, allowed land to be allotted to members of Native American tribes. In 1893, the Dawes Commission began accepting applications and these application packets are packed full of genealogical data.
In my fourth great-aunt’s application packet for enrollment in the five civilized tribes, she listed all her children (even the illegitimate ones), who her father was, who her paternal grandfather was, and where they had lived over the last 75 plus years. It helped me to put together the family story line that had been lost.
When there has been a county level record loss, look for federal records which could be advantageous. Some additional federal records to consider might be: pension files, military records, naturalization records, or passport applications.
Even when there has been a county level record loss of one set of records, consider where you might find the information you need in another record set. I noticed that Claiborne County, Tennessee had lost or damaged marriage records between 1801 and 1837. However, no deed or land record sets have been lost. You may be surprised to learn that deeds and land records will often name a spouse. Though this doesn’t give you a date of marriage, it works as a record to support a marital relationship and can narrow down the year of marriage.
Death records been destroyed? Don’t forget our recent article on finding cemetery records as an alternative! Newspapers and obituaries are another great source of information. For a cheat sheet of alternative records for vital statistics, check out the United States Record Selection Table at FamilySearch wiki.
When faced with any record loss, it’s reassuring to know that records were created at all levels of government, offering us viable alternatives. I would love to hear your story. In the comments below, I hope you’ll share the losses you have faced and the creative alternatives you uncovered.
More Gems on Alternative Records
Cemetery Records: An Alternative to Death Records
A Life Changing Find at the National Archives
