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Probate Records

INTRODUCTION

Probate records are all those documents that trace the settling of an estate by the executors or administrators of a decedent. The records range from major records such as wills, inventories, and accounts to less well known documents such as renunciations, petitions, and indentures.

Not everyone who died left a will. Even people who owned a great deal of property may have died intestate (i.e., without making a will). Even if someone died without a will there are other records that can be used to locate the heirs.

When someone died before 1777, the usual procedure was for the next of kin or other persons, such as creditors, concerned with the estate to go to the county court house and find the Deputy Commissary, and initiate the probation of the estate.  If the decedent left a will, the will would be copied in the county will books and the Prerogative Court's will books as well. Theoretically, there should be three sets of each document: the copy made in the Prerogative Court, the copy recorded in the county court, and the original documents. Some of the officials involved in this process were the:

  • The Commissary General, who had jurisdiction in probate matters. As time went on he became primarily concerned with the hearing of disputes.
  • The Deputy Commissary after 1692 was appointed for each county. He recorded the will or account in his own books, and periodically would send the documents in his office to the Prerogative Court where they would be recorded again. He would also send a return of his proceedings, which would be recorded in the Testamentary Proceedings.
  • The Chief Clerk and Register and later his deputy carried on much of the day to day work of the court.
For more information on the Prerogative Court, its records, procedures and officers, see Elizabeth Hartsook and Gust Skordas, Land Office and Prerogative Court Records of Colonial Maryland (Maryland: Hall of Records Commission Publication No. 4, 1946).

After 1777 the concerned persons went to the county court house and applied for letters of administration. Each county established an orphans court with judges, and a register of wills.

Things to remember when searching for probate records:

  • Before July 1777, records were kept at the provincial or colonial level and at the county level.
  • After 1776, the Prerogative Court was abolished, and the office of Register of Wills was established in each county.
  • Check each kind of record. You never know when some additional fact will appear.
  • At the Maryland State Archives, there are findings aids for both original records and records on microfilm.
  • It is important to check the appropriate index to find the exact document you want. Probate records recorded from 1634 to 1777 are recorded in Index 1, available online, and in the Search Room.
Accounts of Sales Administration Bonds Administration Accounts
Balance Books or  Distributions Estate Dockets Guardian Accounts
Guardian Bonds Indentures Inventories
Maryland Indexes Orphans Court Petitions
Renunciations Testamentary Proceedings Wills
Abstracts of Wills from the Prerogative Court by Carson Gibb

Wills

Wills are the written testamentary wishes of an individual, and show that the testator was alive on the day that the will was signed, and had died before the day on which the will was proven or filed for probate. They may give the names of heirs, the property or bequests each was to receive, and the name of the person or persons who were to carry out the wishes of the testator. Wills may contain references to the institutions the testator supported, where his or her relatives were buried, or other indications of his or her state of mind. The Archives contains wills recorded in the Prerogative Court from 1635 to 1777 (Only the microfilm copies now circulate).

The Archives has Provincial Wills, filed in the Prerogative Court from 1666 to 1777, which may be found in the following record series:
     S538, original and SM16, microfilm - (Wills), 1635-1777
     S539, original and SM17, microfilm - (Wills, Index), 1634-1777
     S1276 - (Wills, Original Record), 1635-1766
     S540 - (Wills, Original), 1666-1777

The Archives also has County Wills formerly deposited at county court houses. Many original record books have been accessioned, and some are available on microfilm. Other record books have been recently transferred and have not been accessioned.
 
 

Inventories

Inventories are lists of personal property owned by the deceased, drawn up by two appraisers, who would list everything in the house, the barn, and the tool shed, and appraise the items in terms of money or in tobacco. After about 1712, the inventory would have been signed by two of the "greatest creditors" and two of the adult "nearest of kin."

From 1674 to 1718 Inventories are filed in the same recorded as Inventories and Accounts. Provincial inventories and accounts may be found in the following series:
     S536, original and SM13, microfilm - (Inventories and Accounts), 1674-1718
     S537, original and SM14, microfilm - (Inventories and Accounts, Index), 1674-1718
     S1279 - (Inventories and Accounts, Original Record), 1709-1715

From 1718 to 1777 the Prerogative Court kept a separate series of Inventories. Provincial inventories may be found in the following series:
    S534, original and SM11, microfilm - (Inventories), 1718-1777
    S535, original and SM12, microfilm - (Inventories, Index), 1718-1777
    S1278 - (Inventories, Original Record), 1719-1758

The Archives also has County Inventories formerly deposited at county court houses. Many original record books have been accessioned, and some are available  on microfilm. Other record books have been recently transferred and have not been accessioned.

Inventories are also found in other papers, such as Testamentary Proceedings.


Administration Accounts

Administration Accounts were kept to show what debts were paid to the estate, and what disbursements were made. When all accounts had been settled, the remainder was distributed to the heirs and legatees. In some counties, such as Anne Arundel and Harford, there were separate books of distributions. In other counties, the distribution was recorded right after the final account.

From 1674 to 1718 the Prerogative Court kept the Accounts in the same series of records as the Inventories. Provincial accounts for this period can be found in the following series:
     S536, original and SM13, microfilm - (Inventories and Accounts), 1674-1718
     S537, original and SM14, microfilm - (Inventories and Accounts, Index), 1674-1718
     S1279 - (Inventories and Accounts, Original Record), 1709-1715

After 1718 there was a separate Prerogative Court series for Accounts.

Provincial Administration Accounts may be found in the following series:
     S531, original and SM7, microfilm - (Accounts), 1718-1777
     S532, original and SM8, microfilm - (Accounts, Index), 1718-1777
     S1277 - (Accounts, Original Record), 1720-1763
 

The Archives also has County Administration Accounts formerly deposited at county court houses. Many  original record books have been accessioned, and some are available on microfilm. Other record books have been recently transferred and have not been accessioned.
 
 

Testamentary Proceedings

Testamentary Proceedings contain notations on all wills, inventories, and administration accounts that were brought into the Prerogative Court office. From time to time, there were petitions from heirs who felt that they were not receiving their fair share of the estate of the decedent.

The Archives has Testamentary Proceedings of the Prerogative Court from 1657 to 1777. The index to these proceedings is Index # 2 in the Search Room. Testamentary papers and proceedings can be found in the following series:
     S529, original and SM15, microfilm - (Testamentary Proceedings), 1657-1777
     S530 - (Testamentary Proceedings, Index), 1657-1777
     S1280 - (Testamentary Proceedings, Original Record), 1746-1750
 
 

Estate Dockets

Estate Dockets, Registers of Administrations, or  Administration Dockets contain information on estates for which letters of administration have been granted. They show the name of the decedent, whether he or she left a will, the name of the executors or administrators, the names of the sureties, and the dates and amounts created by the inventories and sale of effects, as well as the dates on which administration accounts were filed.
 

These County Estate  Dockets or Registrations of Administrations or of  Estates, formerly deposited at the county court houses have been accessioned at  the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Administration Bonds

Administration Bonds were records of money posted by the accountant(s) (i.e., executor(s) or administrator(s)) to ensure that they would faithfully carry out their duties. Usually two individuals, or sureties, would sign the bond as well. Note the names of the sureties because there is a possibility that one would be from the husband's side of the family, and the other would be from the wife's side of the family. Early bonds often carried additional notes. For instance, in one case a widow stated that she did not want to administer her husband's estate as she was too old and she would prefer that her oldest son administer his father's estate. If a widow did administer her husband's estate, and, if she remarried, she and her new husband would have to post a new bond.

These County Administration Bonds, formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Proceedings of the Orphans Court

Orphans Court Proceedings contain a record of the proceedings of the orphans court in each county. In addition to showing when wills and other documents were brought in to be recorded, these proceedings may contain records of orphans being bound out as apprentices, or of guardians being appointed. Sometimes in the period during and after the Revolutionary War, veteran of that conflict would appear in the Orphans Court petitioning for financial aid.

These County Orphans Court Proceedings, formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Accounts of Sales

Accounts of Sales show what personal property was sold, who bought it, and the price paid. Note when a great deal of furniture is purchased for a low price, it might have been the widow who was buying it.

These County Accounts of Sales, formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Balance Books or Distributions

Balance Books were kept by the Prerogative Court from 1751 to 1777. They showed the name of the decedent, the accountant (i.e., executor or administrator), the names of the sureties, the balance to be divided up among the heirs, and the names of the heirs. Unfortunately, many times there was a notation that "the names of the heirs are not known to this [Prerogative Court] Office."

Balance books for the provincial period can be found in the following series;
     S533, original and SM9, microfilm - (Balance Book), 1751-1776
     S542, original and SM10, microfilm - (Balance Book, Index), 1751-1776

Distributions for Anne Arundel, Caroline, Cecil, Dorchester, Frederick, Harford, Prince George's, St. Mary's, Talbot, Washington, and Worcester Counties are found at the Archives in the original record books or on microfilm. In a few cases they are found in the Original Transferred Series or the Microfilm Transferred Series . In other counties, such as Baltimore and Carroll, the distributions are incorporated into the administration accounts.
 
 

Indentures

Indentures were written agreements, and were sometimes found as contracts whereby a parent or grandparent, (or judges of the Orphans Court) would bind a child over to a master who would agree to teach the child to read, write, and cipher to the rule of three, and to teach a specific trade within a specified time. The apprentice would agree to serve the master, to learn the trade, and not to gamble or engage in other activities that would impair his or her usefulness to his master. The indentures of the Baltimore County Orphans Court contain indentures of children from many other counties, and even from outside Maryland.

These County Indentures, formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Petitions

Petitions shed light on the problems encountered by executors and administrators of estates, widows, and orphans. Sometimes the personal estate had to be sold to settle the debts. Sometimes uncooperative heirs made it difficult to render a final account. Many times children who had been bound out as apprentices or their mothers complained that the master was mistreating the child, or not teaching the trade as required by the indenture.

These Petitions are found at the Archives in the original record books or on microfilm.
 
 

Renunciations

Renunciations give the name of the deceased, and were filed when his or her administrator or executor declined to serve in that capacity, due to old age or ill health, or for any other reason. Sometimes all of the heirs signed stating that they all declined to administer the estate, and they would prefer that a specific individual be granted letters of administration.

These County Renunciations,  formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Guardian Bonds

Guardian Bonds were bonds posted by the legally appointed guardian, stating that he or she would render an accurate account of all moneys spent for the education, clothing, and food for a minor heir.

These County Guardian Bonds,  formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

Guardian Accounts

Guardian Accounts were the accounts of money spent each year by a guardian. Once accounts were no longer filed, it could mean that the child had attained his or her majority or perhaps that the child had died.

These County Guardian Bonds,  formerly deposited at the county court houses have been accessioned at the Archives in the original record books or on microfilm. Other record books may have been recently transferred and have not been accessioned.
 
 

RELATED COURT RECORDS

Chancery Records

Many times disputes over estates and inheritance would arise. When this happened families took their disputes to Court. Prior to 1854 the petitions of the complainants, the responses of the defendants and the depositions of friends, neighbors and other relatives would be filed with the Court of Chancery, either in Chancery Papers or in large volumes of the Chancery Record.. Chancery cases may be found in the following series:
    S512, original and SM200, microfilm - (Chancery Papers), 1713-1851
    S528, original and SM79, microfilm - (Chancery Papers, Exhibits), 1718-1856
    S516 - (Chancery Papers, Index), 1785-1851
    S517, original and SM1, microfilm- (Chancery Record), 1668-1852
    S518- (Chancery Record, Index), 1668-1797
    S527 - (Docket), 1784-1851

Baltimore County and Baltimore City had their own chancery records.
    C166 - (Chancery Docket, Baltimore City Superior Court), 1851-1867
    C167 - (Chancery Docket, Index, Baltimore City Superior Court) , 1851-1867
    C168 - (Chancery Papers, Baltimore City Superior Court), 1851-1870
    C169 - (Chancery Record, Baltimore City Superior Court), 1851-1867
    C293 - (Chancery Docket, Baltimore County Court), 1815-1851
    C294 - (Chancery Docket, Index, Baltimore County Court), 1815-1851
    C295 - (Chancery Papers, Baltimore County Court) 1815-1851
    C296 - (Chancery Record, Baltimore County Court), 1815-1851
    C297 - (Chancery Record, Index, Baltimore County Court), 1815-1842
    CM1151- (Chancery Papers, Baltimore County Court), 1834
    S1472 - (Chancery and Land Commission Papers, BA and BC, Index, under Maryland Indices, 1785-1908)

In 1854 the Court of Chancery was abolished. Disputes over inheritance would be tried in the county courts.  Look for the following records under the county circuit courts.
        (Equity Docket)
        (Equity Docket, Index)
        (Equity Papers)

Insolvency Records

From time to time some people had to file for the benefit of an Act for Insolvent Debtors. These records can be found in:
    S521 - (Insolvency Papers), 1787-1805
    S522 - (Insolvency Record), 1787-1818


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