Show Notes: Do you have a revolutionary war ancestor? Have you thought about joining the Daughters of the American Revolution (DAR)? I’ve invited Barbara Jurs of the DAR to explain the process. In this video, you’ll learn the answers to the questions:
Barbara: Many people have the misconception that it is just a lineage society. But the DAR was founded On October 11, 1890, and it is a service organization. Many people do not know that it is a service organization.
Some of the things that we really emphasize are historic preservation, education, patriotism, good citizenship, and we honor our ancestors. We are devoted to educating youth, preserving our past, promoting genealogy, American history, and all kinds of service projects. Anything that you have an interest in, you can find a chapter to use your talents and gifts to help the chapter in the state and the nation. It’s a very vibrant and exciting type of organization to be a part of.
2. What do I need to do first to apply to the DAR?
Lisa: There will be many people watching who are in the same boat that I’m in, knowing that they have a revolutionary war ancestor. They think they know how they connect to that person. Give us kind of the high-level overview of what are the steps of the application process.
Barbara: There are many ways to start the process. DAR recommends that you start with what you know, which is what we are told to do in genealogy. Start with making your pedigree chart or writing down as much as you know about your family. Then, begin finding documents.
I work with each individual a little bit differently. If the individual knows she has a DAR relative, that really is a good way to start. If you have a mother, a grandmother, an aunt, a great grandmother, and you know that name, that is very helpful, because she will have a verified application that will provide you a lineage that has been verified by DAR.
It’s also helpful to approach a local-area chapter. You can also go on the DAR website and express your interest. Someone will get in touch with you to tell you what chapters are in the area and help you start that process so you can go visit them.
Each chapter has a registrar. Some chapters have linage research committee chairs. The registrar will meet you and take your information. She can help you determine whether you have a verified patriot.
There’s some work you can do at home at the DAR website. At the top, you’ll see, Join GRS,Give, Members, Genealogy, Blog and Shop. The Join button will take you directly to the area that I was mentioning, that can help you. There you can fill out an interest survey or get in touch if you don’t know someone in your area.
The section that says Genealogy tells you all kinds of things as to where you can begin. In addition to starting with what you know, it also encourages you to speak to your relatives and begin collecting documents. There are some databases available such as the Ancestor Search, the Membership Search, and the Descendants Database. All have information of all verified applications that go back to the very beginning.
In your case, you told me you had a patriot ancestor. That was the first thing that I did before I even looked at your pedigree chart. I checked to see if he’s in the system. We check to make sure there are not any red notes, meaning that there were problems that have been discovered since a person became a member using that Patriot, such as an error in linage. The registrar can go in, look to see how many applications there are, and when the last one was verified.
You can do a lot of that on your own. When you have identified a chapter that you’re very interested in, the registrar has the ability to go a little bit further and to see what we call images that can help the applicant in the process. But there is a lot you can do on your own. Let’s just say for example, that you did not know who your Patriot was. You could use the Descendants Database, if you had your pedigree chart, and you could plug in the names of all of your descendants. A lot of people don’t use this database, but it’s wonderful for genealogists because you can find lineages. So, you put your chart up there, and I actually did this in preparation to see if there are applicants in your line. I was hoping that maybe I’d find a great-grandparent or someone much closer. We all hope that as registrars. I was able to identify two children of your patriot who is Jehu Burkhardt, and there were some children that were identified, and one of yours is a verified son, Henry.
In addition to searching on names, you can add a state if you know where he was born and pull up different suggestions. And that helps, especially if you don’t know if you have an ancestor. But if you have an ancestor, like you did, then I sort of start at the top, because at the time we started talking, I did not know your full pedigree. The other way is, like the DAR suggested, that if you know your pedigree, you would go work your way up. If you have a DAR member, you can put the member number in, such as an aunt or your grandmother, if she will share the DAR number. The general public won’t be given any names of anyone that is living, because DAR is very, very protective about identity.
Lisa: If somebody hasn’t gotten that far back, then really, it’s starting with the genealogical research and citing your sources. We are going to need those sources to provide the proof along the way of the connections. When it comes to those searchable databases, just to clarify, do we need to have an account? Is there any kind of restriction, or can the general public go in and start searching?
Barbara: Absolutely! You can put in ancestors’ names to find out if they are a verified patriot. You can use the descendants and see if any of the descendants are in lineages. You can use the Membership to see if you find that there is a member in your family. For example, if you have an aunt that is a member you can put that in and find out whether there is a verified lineage. Hopefully, there is one and it doesn’t have any issues. As more and more applications are done, and more and more research is done, sometimes those very early applications were not done with as many sources as we have now, and they didn’t follow the genealogical proof standards. They were many with hearsay or letters or books, and the DAR has, and rightly so, been putting a lot of emphasis on the proof because it is proof of bloodline, biological.
I also forgot to say to that they have a wonderful section for Bible records. Again, when you work with the registrar, the registrar can actually help you with your research to identify whether there’s a Bible with your actual family. The DAR has been collecting Bible records and is still collecting Bible records and transcribing them. It’s a fabulous project!
We also have what is called the GRC, and that has many, many books. DAR daughters have been transcribing and going to graveyards and going to repositories for many years and transcribing and making books available that can be utilized. In some cases, when it’s an actual transcription, it is accepted for part of the lineage proof. The Library link to the DAR is incredible!
And then there’s a Patriots Index also. You can go to the Patriots Index and find out about all kinds of patriots. The DAR has an incredible amount of genealogical information that even a non-DAR member can utilize. I know many of the sons of the American Revolution applicants, because the SAR usually accepts a DAR application, not vice versa. They will often go on the public site to see if there are lineages to help with the individual in their SAR application, and also other societies too.
3. How much genealogical proof do I need to apply to the DAR?
Lisa: So, as you were looking at my pedigree chart and you were looking people up in the system, we verified that Jehu served in the Revolutionary War. Does the system, when we go in search, tell us that I indeed have somebody at some point who was a member? Did you find other members? There must have been somebody I guess who tied into that same ancestor. But how do I know when I look at it what work I might need to do to make sure that I can prove that I connect to that patriot?
Barbara: That’s a good question, Lisa. Yes, I did look up Jehu Burkhardt and there are 37 DAR members who have joined under him. The most recent was probably about three years ago. That particular person went in on a different sibling than yours. And you are under the son, Henry. And that is an important point: when you’re looking for your Patriot if you do know a patriot, knowing who the child is, whether it’s male or female is extremely important. When you pull up on the database, it helps you figure out which applications will go under that particular child.
As with doing genealogy, you always have to remember that sometimes you’ve got to go out into the sibling lines. You were lucky in that Henry was proven. But let’s just say that there was another sibling of Henry that you descended from, and he had not been a proven line. You would want to find out what documentation the descendant, the DAR member, submitted for that sibling. Maybe there’s a Bible record that lists all of the children. That’s when you really begin the process seriously with a chapter and with a registrar, or lineage research chair. The registrar will actually be able to go in and look at the documents that were submitted. That can help you in your genealogical proofs.
Now, you asked about the genealogical proofs. For DAR, oh, gosh, I calculated at one time, but with eight generations, the number of tiny data entries that we make from the name of the person, which sometimes has a first name, a middle name, and a last name, the date of birth, which has a day, a month and a year, and then the location which can have a town, a county and a state. If you look at each generation and see the number of tiny data entry that you need, and then multiply that by eight, you come up with anywhere from over 300 to 400 tiny facts. So, as you collect your documents, you always have to be thinking about these things.
You need to be able to prove a date of birth, and a place of birth and date of death, and a place of death. That varies according to the generation. So, in generations, one, two, and three, DAR expects completeness. And so, you would need to, for example for yourself, provide a complete amount of information for your birth. And it used to be a requirement than if you were married, you had to provide your spouse’s information. That is now optional. If you have children or nieces and nephews, you may want to go ahead and do that, or if you anticipate grandchildren wanting to join down the road, include them because it makes it a whole lot easier. If you go ahead and do that and have it in the system, then it gets verified.
The fourth generation is a tricky generation in the sense that the DAR says that beginning with the fourth you only have to provide a minimal amount of information and that is either a place of birth and date or a place of death and the date of death. One or the other, not half of each. The fourth generation is in a time when vital records are usually available. So, DAR expects that if the vital records are available, you should try your hardest to get those. My mentor registrar was a registrar for 33 years and she always taught me to treat the fourth generation like the third. In other words, try to go past the minimum and try to get your death certificates, your birth certificates, and marriage certificates which I really encourage because it proves the name changes. The easiest way is to get a marriage record. And there is a difference between a marriage record and a marriage certificate. Try to get that because that’s the easiest way to prove a name change.
Then, for the fifth generation all the way up to the Patriot, follow that same procedure. When you get to the patriot there are a lot of little caveats to it, because the patriot has a set of data that is required. And if he is already verified, you don’t have to redo it. The spouse has another. The registrar has a guidelines book, and she can tell you specifically what your scenario is because she can go in and look to see how many pieces of data are missing. But basically, the Patriot needs a date of death and a place of death and a birth.
4. How do I apply for the DAR?
Lisa: Are we going to be submitting this information on a printed form? Or, are we providing the information to the registrar, and they are entering it? Or are we entering the information directly into a website form? And what method are we going to be delivering all this in our final application?
Barbara: Good questions. DAR has paper forms that are still being utilized. And we now have gone to an electronic version as well. You can do that in collaboration with your registrar.
For example, if you had approached me and said, hey, I’m interested in joining the Battle of Cal pens chapter in South Carolina, I would download the most recent application for your patriot. In your case, it was about three years ago. I would then do what we call build an app. There would be an application populated automatically with your ancestor. I would take out all of the generations that have nothing to do with you. That’s when I would look to see if you have at least a great-grandmother who was in DAR, and if you had, then I would go to that application and download it and merge it or cut a copy and paste it in. And that’s where each chapter is a little bit different depending upon how large they are, and how trained their genealogists are.
Some chapters have big teams, where the registrar can download that application, send it with the permission of the applicant, and have people work with that individual and help them build it. Others, like in my case, have many ladies who need a lot of help with the lineage research. I’m training people in my chapter. I can send your information to a trusted DAR member and say I would like you to be working with this particular person, she can send it to you electronically and let you fill it in is to the best of your ability with the documents that you have. The electronic version is totally different. It has a totally different set of processes. And that’s where you do it in a chapter where that is being practiced.
5. How do I find a local DAR chapter near me to apply through?
Lisa: It sounds like it’s a teamwork approach with a local chapter. So how does a new applicant decide which chapter to join? Do they each have their own website? Or would do we do that through the main website?
Barbara: We’ve had several Texans move to South Carolina and they found out about the chapters in my region by going to the DAR national website and filling out the electronic Member Interest Form on the DAR website. It gets filtered back to our South Carolina membership chair or maybe directly to a district director or maybe to several chapters of the regions. In your particular case I did a little bit of research to find out what chapters are in the area where you live, and I can share that information with you. Then you can contact each of those chapters from the website.
Google to find state chapters. Example: Texas DAR chapters
Visit the local chapter website to learn more about their chapter and their projects. And sometimes they have Facebook pages which are very active. I encourage you to visit because most chapters now love to have guests. And once you make that contact with either the Regent, which is the President, or a registrar or a membership chair (if they have one), they will invite you to a meeting.
If you’re still in a working career, you might want to find a chapter that meets on the weekends or in the evenings. But if that doesn’t matter, it may be that choosing a day of the week is more important, because you might have other obligations.
Because you have communicated to me that you didn’t already have some chapters in mind, I would recommend going to the DAR website and looking and reading all about DAR and then googling Texas chapters and choosing your area of where you live and what would be the closest to you and contacting them.
If you are joining during this time, you’ll be joining during a very exciting time. Most chapters and the National are gearing up for the 250th anniversary of the revolution. So, many chapters are doing all kinds of things to get ready for that.
The value of being a member of the DAR
Lisa: I’d love to know what has been involved in the DAR meant for you. What do you like most about it?
Barbara: Oh my gosh, Lisa. Well, I was lucky that I was in the Children of the American Revolution from about age 11 or 12 until going off to college. My grandmother had been in the DAR. I did not know it was her dream for me to be in both organizations. She died when I was a young child, but she instilled in me as did all of my grandparents, a love for genealogy and patriotism, and history.
As careers come and families and so forth, there was no one that told me to join right after the Children of the American Revolution and go right into DAR. I wish I had known that. But that’s okay. I had the opportunity to go and visit a chapter and join. And it has been one of the most rewarding experiences.
I just love the idea of learning about our Constitution, learning about the history of the nation, but also the history of the region where I live. I am native South Carolinian, although I’ve lived in other southeastern states and my ancestry are all Northern. I learned so much about how the backwoods men and the militia in the upstate of South Carolina were so involved in the Battle of Cowpens and Kings Mountain. Having grown up in historic Camden, South Carolina, where the battle of Camden was, I was very aware of that.
I also loved that the projects that many of the chapters do support veterans, support patriotism, support education. We give scholarships and do all kinds of things for schools. It’s just unbelievable the amount of service that we can do. And so, I love that aspect of what we as women are doing for our nation.
I can just talk on and on! I love the camaraderie of other women who enjoy learning. And so many of the chapters have incredible programs that can touch on all topics. I know that my education has grown so much.
And then of course, loving genealogy as I do, I’m working on applications and memorializing these ancestors. I enjoy helping the ladies that join and telling them the stories that I discover that they may not have known. I know I had a revolutionary war ancestor, but in the process, you’re starting from the time you are born, and having to research or look at all of the generations, and you learn things about your family, or learn things about the family that you are helping the applicant with, that they don’t know. I could just go on and on! You can tell I’m so excited about it. I think all the lineage societies have this enthusiasm and excitement also.
Lisa: Well, I appreciate you sharing your enthusiasm and excitement with all of us. I’m excited to explore it further and do my homework and make some of those final connections. I’m going to take you up on the idea of visiting a couple of local chapters and seeing where I’d like to get involved. There’s just nothing better than learning more about family history, our country, and how fortunate we are to be in this wonderful, wonderful country. I have a new grandbaby on the way, so there are lots of generations to come to share it with.
Barbara: When I was doing yours, I got so excited because not your direct line, but the sibling, ended up settling in a county where I have property. And I was looking at documents and seeing names of clerks and seeing rivers and talking about the deeds and how they got there. And I was like, “Oh my gosh, this is just so wonderful. I wish she could see pictures of where part of her family went to but even before that, the North Carolina connection, and the Yadkin River Valley is such a beautiful area.” The sibling that ended up in Ashe County came from parents that would have gone into that Yadkin Valley. It’s wonderful to be able to share with someone that lives far away from their ancestral area when you’ve had personal experience with it.
Lisa: It’s amazing how many connections we all have. I’m sure that happens a lot as you visit with different people. We certainly find that in genealogy, that serendipity that happens when we sit next to someone at the archives or the library and realize we’re related. It’s amazing.
It’s been wonderful to talk with you. I’m going to check back in with you after I do more homework. Barbara, thank you so much for helping all of us learn more about the DAR and how to get involved.
Barbara: It has been an honor Lisa, to talk with you and to share your excitement and also an honor to represent South Carolina, DAR and the national DAR, and my chapter. So, thank you so much!
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.
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:
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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.
Among the totally free new US genealogy records recently put online are collections from 8 states: CA vital records and photos, GA Reconstruction oaths, IL photos, MA naturalizations, NY passenger lists, and digital newspapers from NJ, NC, NY and OH. Also: the...
The Genealogical Proof Standard tells us that we need to conduct reasonably exhaustive research in order for our work to be credible. If you’ve ever wondered just what constitutes “reasonable” (and if your family tree is up to snuff) my guest author Kate Eakman,professional genealogist at Legacy Tree Genealogists, has answers.
Professional Genealogist Kate Eakman explains evidence on the Genealogy Gems blog.
Genealogical Evidence: Have You Got What It Takes?
How do we know when we have compiled enough evidence to constitute proof?
Is a birth certificate or an autosomal DNA test result sufficient to declare this person is the child of that person?
Must we collect every record regarding an individual – the deeds, the tax lists, the newspaper clippings, the census reports – before we can declare a familial connection?
The Genealogical Proof Standard (GPS)
The Genealogy Proof Standard (GPS) directs us to perform reasonably exhaustive research, which requires that we identify and review all available records related to an individual.[1] This is being as thorough and accurate as possible and is a goal toward which we should all aspire in our genealogical research.
But, let’s be honest: most of us do not want to spend weeks or months (or even years) documenting one person before moving on to the next individual. We don’t want to know every detail of grandpa’s life before we turn to grandma.
We want to build a family tree which accurately provides us with the names of our ancestors so that we can identify our immigrant ancestor, or join a lineage society, or enjoy the satisfaction that comes from a balanced tree extending back a hundred years or more.
We want to be thorough and accurate, but we also want to make some progress. How do we balance the need for accuracy with the desire for results? How do we determine the necessary quality and quantity of evidence for our research?
Below are some guidelines to demonstrate how we can go about compiling the necessary information to say with confidence “this person is my ancestor.”
Genealogical Evidence Guidelines
1. One record/source is never enough.
Any one piece of data can say anything. A mother might lie on her child’s birth certificate for a number of reasons. A grieving spouse might not correctly recall the information for a husband or wife’s death certificate. There are typos and omissions and messy handwriting with which to contend. Even a lone DNA test is not sufficient evidence to prove a family connection.
We need multiple sources, and different kinds of sources, which corroborate the details of the others.
A single source is not enough. A marriage license does not guarantee that John and Griselda married. Photo courtesy https://newspapers.com.
A census report and autosomal DNA test results.
A deed and a will.
A birth certificate and an obituary.
Or, better still, a birth certificate, a census report, a deed, a will, an obituary, and autosomal DNA test results.
2. The more contemporary the source is to the person or event in question, the better.
Records of events made immediately after the event tend to be more accurate, and provide better details, than records created months or years later. As time passes, details become fuzzy, two events can be confused with each other, and our memories fade.
The passage of time between an event and the record of the event also allows for some revisionist history to creep in.
Here are some examples:
A birth year is adjusted to make someone appear older or younger in order to avoid the draft, enlist in the military, mask a dramatic age difference between spouses, or conceal an out-of-wedlock birth.
An obituary ignores the deceased’s first marriage because of some embarrassment associated with that marriage.
A census report enumerates everyone in the household as natives of Stepney, London, when they really were born in Stepney, and Hackney, and Whitechapel, which explains why the baptismal records can’t be found in Stepney.
According to this obituary for Griselda, she was the widow of Willis Tenney, not John Wise. It appears Griselda and John did not marry after all. Photo courtesy https://newspapers.com.
According to this obituary for Griselda, she was the widow of Willis Tenney, not John Wise. It appears Griselda and John did not marry after all. Photo courtesy https://newspapers.com.
This is particularly true when it comes to autosomal DNA testing. My autosomal DNA is more useful for identifying my ancestors than is my son’s because I am one generation closer to those ancestors. This is the reason we encourage people to test the oldest members of their family first: their DNA has the potential to be the most useful simply because they are from an earlier generation (or two).
3. It is okay to make appropriate assumptions, but be careful!
In genealogical research we must sometimes make assumptions. When research theories are based on logical reasoning, it is perfectly acceptable to make those appropriate suppositions.
Determining which assumptions are appropriate can be simple: the two-year-old child enumerated in the home of a 90-year-old woman in the 1850 census can safely be eliminated as a biological child of that woman; the man born in 1745 could not have been buried in 1739; the person with whom I share 3150 cM of DNA is my sibling.
The challenge is to avoid making what seems like an appropriate assumption but is really based on faulty reasoning or bias. For instance, we presume that every child listed in a household in the 1860 U.S. Census is son or daughter of the two adults listed first. However, the household could include step-children, cousins, or individuals not even related to the family who were erroneously assigned the same surname.
Other inappropriate assumptions can include:
the notion that a baby was born within a week of his baptismal date;
a woman’s reported surname on her marriage certificate is her maiden name;
there is only one person in any village, town, or city with the name of your ancestor;
someone who shares 2000 cM of DNA with you must be your grandparent, aunt or uncle, niece or nephew, half sibling, or grandchild (they could be a ¾ sibling, the child of one of your parents and the sibling of the other parent).
4. All of the data from the various sources must correlate, and there can be no unresolved contradictions.
When the birth certificate says Richard was born in 1914, the 1938 newspaper article about his wedding reports Richard was 24 years old and the 1942 World War II Draft Registration card notes Richard’s date of birth occurred in 1914, we can confidently declare Richard was born in 1914.
If the wedding article declared the groom was 23 years old the contradiction could be explained by the time of year in which the wedding occurred – before or after Richard’s birthday.
But if his birth certificate reported a 1914 birth, and the newspaper article noted Richard was 32 years old, while the World War II Draft Registration listed his year of birth as 1920, we have some important contradictions. It is most likely the records are for three different men with the same name.
By collecting additional evidence, we finally learn that Griselda and John Wise did marry, and after his death Griselda married Willis Tenney. If we had collected only one of these four records we would not have had the most accurate information regarding Griselda Paul. Photos courtesy https://familysearch.org.
It’s important to remember that once we have accomplished that initial goal of building out our tree a few generations (or identifying our immigrant ancestor, or determining if we are related to that historical person) we can – and should – go back and collect other sources related to that person. This will result in uncovering a more complete story of their lives in the process.
As we can see from the four documents regarding Griselda Paul’s marriages, her story is much more than a simple list of birth, marriage, and death dates. As we identify, review, and analyze the other available sources, Griselda’s story will come alive with the facts and details we uncover.
A Fresh Set of Eyes on Your Genealogy Brick Wall
Sometimes the wrong evidence or assumptions can push us into a brick wall. A fresh set of expert eyes can help you identify the problem, and recommend the sources you need to pursue in order to compile trustworthy evidence.
If you are looking for some assistance in your genealogical research, Legacy Tree Genealogists can help. Our affordable ($100 USD) Genealogist-on-DemandTMVirtual Consultation service provides you with the opportunity for a 45 minute one-on-one discussion of your research with one of our expert genealogists. We can help guide you in evaluating evidence and determining research strategies to move forward with your research confidently.
About the Author: Kate Eckman
Legacy Tree guest blogger Kate Eakman grew up hearing Civil War stories at her father’s knee and fell in love with history and genealogy at an early age. With a master’s degree in history and over 20 years experience as a genealogist, Kate has worked her magic on hundreds of family trees and narratives.
Professional Genealogists Kate Eakman
[1] “Genealogical Proof Standard (GPS),” Board for Certification of Genealogists, https://bcgcertification.org/ethics-standards, accessed March 2020.
