United States Probate Limitations: Difference between revisions

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While probate records are one of the most accurate sources of genealogical evidence, they must be used with some caution.
== Limitations of a will ==


=== Limitations of probate records  ===
When analyzing a will record, be aware of the following potential problems:


The following limitations should be considered when using probate records:
*The spouse mentioned in the will may not be the mother of the children mentioned in the will
*The will may omit a deceased child
*The will may omit a child who already received their inheritance
*Maiden names of female spouses are not usually mentioned
*Children are not always listed in birth order
*No every-name index for those listed in the will


*Not everyone left an estate that was probated by a court.
*Not all relatives are listed--usually only the wife and children.
*Date of death is usually not given.
*Indexes usually list testator, not heirs or beneficiaries.
*Information on the residence of relatives is rare.
*Probate-related records can be filed in more than one cabinet, ledger, or packet and in more than one office.
*Transcribed records might be incomplete, misread, or incorrectly transcribed so consult the original when possible.
*Some courthouse indexes are complex enough to require guides to use them. (See the [[United States Index Systems|United States Index Systems]] article.)


=== Limitations of a will  ===


When analyzing a will record, be aware of the following potential problems:
== Limitations of probate records ==


*Not everyone left a will.
*Not everyone left a will
*The wife mentioned in the will may not be the mother of the children mentioned in the will.
*Not all relatives are listed--usually only the wife and children
*The will may omit a deceased child.
*Date of death is usually not given
*The will may omit a child who already received his or her inheritance.
*Indexes usually list testator, not heirs or beneficiaries
*Maiden names of female spouses are not usually mentioned.
*Information on the residence of relatives is rare
*Children are not always listed in birth order; sons may be listed before the daughters.
*Those named are not necessarily related to the testator.
*There are no every-name indexes for those listed in the will.
*There may be a problem with lack of punctuation. For example, is Mary Beth one name or two?
*It can be difficult to determine the difference between married and middle names.
*Relationships may be misleading:
*:Uncle/aunt may be spouses
*:Cousin may mean nephew/niece
*:Son-in-law could mean stepson or nephew could mean grandson
*:Brother and sister may mean brother and sister in the Gospel
 
=== Overcoming Limitations  ===
 
The following strategies can be used to overcome these limitations:
 
*Don't make assumptions.
*Look at other records. Analyze the evidence from a variety of records and correlate the results.
*Search for related transactions that might be found in court records, land records, guardianship records, and vital records.
*Search other jurisdictions for the related records mentioned above. For instance, land might have been owned in more than one locality, a marriage may have taken place in another county or state, or records might have been transferred to a regional or state repository.
 
Also see the article, [[Analyzing_United_States_Probate_Records|Analyzing Probate Records]].
 
=== Sources  ===
 
*Greenwood, Val D. Third edition. ''The Researcher's Guide to American Genealogy. ''Baltimore: Genealogical Publishing Co., Inc. 2000. Of particular interest are the chapters, "Understanding Probate Records and Basic Legal Terminology," "What About Wills?" and "The Intestate—Miscellaneous Probate Records—Guardianships." {{FSC|960443|item}}
*Rose, Christine. ''Courthouse Indexes Illustrated.'' San Jose, California: CR Publications, 2006. {{{FSC|1362624|item}}
*Rose, Christine. ''Courthouse Research for Family Historians: Your Guide to Genealogical Treasures.'' San Jose, California: CR Publications, 2004. Of particular interest are the chapters, "Estates Galore," "Estate Documents," "Milking Every Clue from Estates," and "Strategies that Work." {{FSC|1202197|item}}
*Szucs, Loretto Dennis and Sandra Hargreaves Luebking, editors. ''The Source: A Guidebook to American Genealogy.'' Third edition. Salt Lake City, Utah: Ancestry, Inc., 2006. Of particular interest is the section, "Probate," pages 268 - 277. {{FSC|1211475|item}}
 
[[Category:United_States_Probate_Records]]

Revision as of 13:12, 20 September 2008

Portal:United States Probate >

Limitations of a will[edit | edit source]

When analyzing a will record, be aware of the following potential problems:

  • The spouse mentioned in the will may not be the mother of the children mentioned in the will
  • The will may omit a deceased child
  • The will may omit a child who already received their inheritance
  • Maiden names of female spouses are not usually mentioned
  • Children are not always listed in birth order
  • No every-name index for those listed in the will


Limitations of probate records[edit | edit source]

  • Not everyone left a will
  • Not all relatives are listed--usually only the wife and children
  • Date of death is usually not given
  • Indexes usually list testator, not heirs or beneficiaries
  • Information on the residence of relatives is rare