Scotland Probate Records

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(No such thing as Probate in Scotland, and disambiguate Wills and Testaments)
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Scotland has no "Probate" records - the term is Confirmation. Testaments are court records dealing with the distribution of a person’s estate after death, but up until the mid-19th Century, they could only deal with "moveable" estate (i.e., not land, buildings, titles or other "heritables" or "immoveables". Information recorded may include the death date, names of heirs and guardian, relationships, residences, inventories of the estate (including household goods), and names of witnesses. On the other hand, as there were very strict rules about the distribution of moveable property, there was no need to name a widow/widower or children, and often they are not named at all.
+
Scotland has no 'probate' records - the term is 'confirmation.' The primary document is called a 'testament.'
  
Essentially, a surviving spouse had to inherit a third, children a thoird and the deceased could dispose of a further third (the "deid's part") by a Latterwill or Legacie. There were further rules to complicate matters, but that's the essentials of it.
+
== Historical Background  ==
  
These records are very helpful because they were recorded long before statutory birth, marriage, and death registration.  
+
Testaments are court records dealing with the distribution of a person’s estate after death. These records can be very helpful because they were recorded long before statutory birth, marriage, and death registration began in 1855. Testaments were made primarily by the middle and upper classes, most of whom were nobility, gentry, merchants, or tradesmen. However, they are a very valuable source not to be overlooked regardless of the social standing of your ancestors.  
  
Testaments were made primarily by the middle and upper classes, most of whom were nobility, gentry, merchants, or tradesmen. However, they are a very valuable source not to be overlooked.  
+
Information recorded in testaments may include the death date, names of heirs and guardian, relationships, residences, inventories of the estate (including household goods), and names of witnesses. On the other hand, as there were very strict rules about the distribution of ''moveable'' property, there was no need to name a widow/widower or children, and often they are not named at all.  
  
=== General Historical Background  ===
+
Essentially, a surviving spouse had to inherit a third, the children one third and the deceased could dispose of the last third (''the deid's part'') by a ''latterwill'' or ''legacie''. There were further rules to complicate matters, but that's the essentials of it.
  
In Scotland before 1868, it was not possible to leave land to a person by using a will. It was only possible to give other types of property, known as moveable property, by means of a testament. There are two types of testaments:
+
=== Movable Property Only  ===
  
*If a person died leaving a testament that named an executor, the document confirming that executorship and the attached testament is called a Testament Testamentar. This will include a Latterwill or Legacie exprssing the deceased's wishes.
+
In Scotland before 1868, it was not possible to leave ''immoveable'' property (land, buildings, titles or other ''heritables'') to a person by means of a will. It was only possible to give personal property, known as ''moveable'' property, by means of a testament.
*If a person died without leaving a testament and the court appointed an executor to administer the estate, then the confirming document is called a Testament Dative.
+
*Both of these will also contain an Inventar (inventory of moveable property)
+
  
To inherit immovable property such as land, heirs had to prove to an Inquisition (essentially a jury of local people)  their right to inherit. The records granting these rights are called Retours of Services of Heirs. Records of actual transfers of land are called sasines. You will find more information about these records in the "[[Scotland Land and Property|Land and Property]]" section of this outline.
+
There are two types of testaments:
  
=== Determining the Court  ===
+
*If a person died leaving a testament that named an executor, the document confirming that executorship and the attached testament is called a ''testament testamentar''. This will include a ''latterwill'' or ''legacie'' expressing the deceased's wishes.
 +
*If a person died without leaving a testament and the court appointed an executor to administer the estate, then the confirming document is called a ''testament dative''.
 +
*Both of these will also contain an ''inventar'' (inventory of moveable property)
  
Before the Scottish Reformation and the establishment of the Presbyterian Church in 1592, confirmation of testaments was the prerogative of Episcopal (bishop’s) courts. Their subordinates, called official or commissariat courts actually carried out the probate function.
+
=== Immovable Property  ===
  
After the reformation in 1560, fifteen (eventually 22) commissariats were established by royal authority. The principal commissariat court was in Edinburgh, and it had both local and general jurisdiction. The territorial extent of the commissariat courts paid little attention to county boundaries.  
+
To inherit immovable property such as land, heirs had to prove to an ''Inquisition'' (essentially a jury of local people) their right to inherit. The records granting these rights are called [[Service of Heirs or Retours|''retours'' or ''services of heirs'']]. Records of actual transfers of land are called ''[[Sasines|sasines]]''. You will find more information about these records in the [[Scotland Land and Property|Land and Property]] section of the Wiki.  
  
To help you determine which commissariat court had jurisdiction over which parishes and counties, see the following guides:
+
== Determining Court Jurisdictions  ==
  
''Testaments and Commissariat Records of Scotland.'' Salt Lake City, Utah: Genealogical Society of Utah, 1972. (Family Hitory Library [http://www.familysearch.org/eng/library/fhlcatalog/supermainframeset.asp?display=titledetails&titleno=425488&disp=Testaments+and+commissariot+courts+of+Sc%20%20&columns=*,0,0 book 941 P2gs; fiche 6054479].)
+
Before the Scottish Reformation and the establishment of the Presbyterian Church in 1592, confirmation of testaments was the prerogative of Episcopal (bishop’s) courts. Their subordinates, called official or ''commissariat ''courts actually carried out the probate function.  
  
Cecil Sinclair. ''Tracing Your Scottish Ancestors: A Guide to Ancestry Research in the Scottish Record Office''. Edinburgh, Scotland: Her Magesty’s Stationery Office, 1990. (Family History Library book [http://www.familysearch.org/eng/library/fhlcatalog/supermainframeset.asp?display=titlehitlist&columns=*%2C0%2C0&callno=941+D27s 941 D27s]).  
+
After the reformation in 1560, fifteen (eventually 22) commissariats were established by royal authority. The principal commissariat court was in Edinburgh, and it had both local and general jurisdiction. The territorial extent of the commissariat courts paid little attention to county boundaries. This system stayed in force until the end of 1823. 
  
But bear in mind there was no compulsion to have a testament confirmed in any particular commissariat, and many chose to use the Edinburgh court (as the premier one). So it may be necessary to search them all.
+
To help you determine which commissariat court had jurisdiction over which parishes and counties, go to the ''[http://www.scotlandspeople.gov.uk/content/help/index.aspx?r=551&636 ScotlandsPeople]'' website and its [http://scotlandspeople.gov.uk/content/help/index.aspx?r=551&636 'Courts Map'] page, which identifies which courts operate in a given county by clicking on the appropriate county; or see the following guides:
  
After about 1823 (the system took a few years to fully evolve), testaments were confirmed by commissariat departments within the sheriff courts. The boundaries of these courts’ jurisdictions are the same as the county boundaries, but the names of the courts are not necessarily the same as the names of the counties.  
+
*''Testaments and Commissariat Records of Scotland.'' Salt Lake City, Utah: Genealogical Society of Utah, 1972. (Family History Library book {{FHL|425488|title-id|disp=941 P2gs; fiche 6054479}}.)  
 +
*Cecil Sinclair. ''Tracing Your Scottish Ancestors: A Guide to Ancestry Research in the Scottish Record Office''. Edinburgh, Scotland: Her Magesty’s Stationery Office, 1990. (Family History Library book {{FHL|941 D27s|disp=941 D27s}}). Identifies court(s) by county along with ending dates for Commissariot and beginning dates for Sheriffs Court, which often overlap.
 +
*Kathleen Cory. ''Tracing Your Scottish Ancestors, Third Edition''. Baltimore, MD: Genealogical Publishing Company, 2004. Appendix III provides a table listing all parishes, among other things identifying Commissariot(s) which included that parish, and date of first testament or inventory for the parish.
  
To determine a court after 1823 you need only know in which county your ancestor lived. You can then use the records of the sheriff court for that county. Lists of the counties and their sheriff courts are found in the guides mentioned previously.  
+
But bear in mind there was no compulsion to have a testament confirmed in any particular commissariat, and many chose to use the Edinburgh court (as the premier one). So it may be necessary to search them all.
 +
 
 +
After 1823 (the system took a few years to fully evolve), testaments were confirmed by commissariat departments within the sheriff courts. The boundaries of these courts’ jurisdictions are the same as the county boundaries, but the names of the courts are not necessarily the same as the names of the counties.
 +
 
 +
To determine a court after 1823 you need only know in which county your ancestor lived. You can then use the records of the sheriff court for that county. Lists of the counties and their sheriff courts are found on the website and in the guides mentioned above. This list comes from [http://scotlandspeople.gov.uk/Content/Help/index.aspx?r=551&571 ScotlandsPeople]. 
  
 
In 1876 the commissariats were absorbed by the sheriff courts, which now handle executory matters.  
 
In 1876 the commissariats were absorbed by the sheriff courts, which now handle executory matters.  
Line 39: Line 45:
 
=== Finding Testamentary Records  ===
 
=== Finding Testamentary Records  ===
  
The original records of the commissariat and sheriff courts are housed at the National Archives of Scotland in Edinburgh (see the "[[Scotland Archives and Libraries|Archives and Libraries]]" section for the address).  
+
The original records of the commissariat and sheriff courts are housed at the [http://www.nas.gov.uk/ National Archives of Scotland] in Edinburgh.  
  
 
The Family History Library has microfilm copies of the commissariat court records to 1823 and some sheriff court records. To find these records, look in the Locality Search of the [http://www.familysearch.org/Eng/Library/FHLC/frameset_fhlc.asp Family History Library Catalog] under:  
 
The Family History Library has microfilm copies of the commissariat court records to 1823 and some sheriff court records. To find these records, look in the Locality Search of the [http://www.familysearch.org/Eng/Library/FHLC/frameset_fhlc.asp Family History Library Catalog] under:  
  
Scotland -- Probate records (although Scotland has no legal concept of "probate", which means "proving" - in Scotland, it's Confirmation)
+
*Scotland -- Probate records  
 +
*Scotland, [County] -- Probate records
  
Scotland, [County] -- Probate records  
+
You may also access testamentary records online through the ScotlandsPeople web site (see Indexes below). 
  
You may also access testamentary records online through the ScotlandsPeople web site (see Indexes below). You must register to use the website.  Once you have found a probate of interest in the index, you may pay to view a copy of the records if you wish, then you can print and/or save it to your computer.  
+
=== Online indexes to Testamentary Records  ===
 +
 
 +
Indexes are being compiled for these wonderful records:
 +
 
 +
[http://www.scotlandspeople.gov.uk/content/help/index.aspx?r=554&407 www.Scotlandspeople.gov.uk 1513-1901] The wills & testaments index contains over 611,000 index entries to Scottish wills and testaments dating from 1513 to 1901
 +
 
 +
[http://www.ancestry.co.uk www.ancestry.co.uk][http://search.ancestry.co.uk/search/db.aspx?dbid=1904 1861-1941 is a patial index]
 +
 
 +
<br>
  
 
=== Indexes to Testamentary Records  ===
 
=== Indexes to Testamentary Records  ===
  
To find a record of interest, you should first search an index.&nbsp; Scottish testamentary records, for 1513-1901, are indexed online on the [http://www.scotlandspeople.gov.uk ScotlandsPeople] website.&nbsp; It is free to search the index.  
+
To find a record of interest, you should first search an index. Scottish testamentary records, for 1513-1901, are indexed online on the [http://www.scotlandspeople.gov.uk ScotlandsPeople] website.&nbsp;You must register to use the website then it is free to search the index.&nbsp;Once you have found a probate of interest in the index, you may pay to view a copy of the records if you wish, then you can print and/or save it to your computer.  
  
Other printed and microfilmed indexes are available at the Family History Library.&nbsp; To find them listed in the library's [http://www.familysearch.org/Eng/Library/FHLC/frameset_fhlc.asp catalog], do a Place search for:  
+
Other printed and microfilmed indexes are available at the Family History Library.&nbsp; To find them listed in the library's [https://www.familysearch.org/#form=catalog catalog], do a Place search for:  
  
Scotland -- Probate records--Indexes  
+
*Scotland -- Probate records--Indexes
 +
*Scotland, [County] -- Probate records--Indexes
  
Scotland, [County] -- Probate records--Indexes
+
From 1876-1936, these books can be located through the [https://www.familysearch.org/#form=catalog Family History Library catalog]
  
 
=== Difficulties in Finding a&nbsp;Testament  ===
 
=== Difficulties in Finding a&nbsp;Testament  ===
Line 66: Line 82:
 
*A person’s pre-1823 testament could have been proved in the Commissary Court of Edinburgh, or any other commissariat, &nbsp;even though he or she lived elsewhere in the country.  
 
*A person’s pre-1823 testament could have been proved in the Commissary Court of Edinburgh, or any other commissariat, &nbsp;even though he or she lived elsewhere in the country.  
 
*A person’s post-1823 testament could have been proved in the Sheriff Court of Edinburgh even though he or she lived elsewhere in the country.  
 
*A person’s post-1823 testament could have been proved in the Sheriff Court of Edinburgh even though he or she lived elsewhere in the country.  
*A person who died outside of Scotland but who owned property within Scotland would have his or her testament proved in an Edinburgh court&nbsp;and sometimes also in an English court, such as&nbsp;the Prerogative Court of Canterbury (available as "PCC Wills" at The National Archives, Kew, and on their website).  
+
*A person who died outside of Scotland but who owned property within Scotland would have his or her testament proved in an Edinburgh court&nbsp;and sometimes also in an English court, such as&nbsp;the Prerogative Court of Canterbury (available at [http://www.nationalarchives.gov.uk/documentsonline/wills.asp?WT.hp=Wills Documents Online ]at The UK National Archives website).  
 
*Testaments for women may be under their maiden name..
 
*Testaments for women may be under their maiden name..
 +
 +
=== Help to Understanding the Records  ===
 +
 +
*Burness, Lawrence. A Scottish Genealogist’s Glossary. Aberdeen: Aberdeen &amp; North East Scotland Family History Society, c1990. (FHL British Ref 941 D27bL)
 +
*Burness, Lawrence. A Scottish Historian’s Glossary. [Scotland]: Scottish Association of Family History Societies, c1997. (FHL British book 941 H26b)
 +
*Encyclopedia of the Laws of Scotland. 16 vols and 2 supps. Edinburgh: W. Green &amp; Son, Ltd., 1926. (FHL British book 941 P36e) Note: Vol. 11 is available at [http://www.archive.org/details/greensencyclopae11chis archive.org]
 +
*Gibb, Andrew Dewar. Student’s Glossary of Scottish Legal Terms. Edinburgh: W. Green &amp; Son, Ltd., 1946 (FHL British book 941 P36g)
 +
*Gouldesbrough, Peter. Formulary of Old Scots Legal Documents. Vol. 36 Edinburgh: The Stair Society, 1985. (FHL British book 941 B4st v. 36)
  
 
=== Learn More About Testamentary Records  ===
 
=== Learn More About Testamentary Records  ===
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[http://www.scotlandspeople.gov.uk/content/help/index.aspx?r=554&407 Scotland’s People] <br>[http://www.nas.gov.uk/guides/wills.asp National Archives of Scotland]  
 
[http://www.scotlandspeople.gov.uk/content/help/index.aspx?r=554&407 Scotland’s People] <br>[http://www.nas.gov.uk/guides/wills.asp National Archives of Scotland]  
  
Return to the [https://wiki.familysearch.org/en/Portal:Scotland Scotland Portal page].  
+
Return to the [[Scotland|Scotland ]].  
 +
 
 +
{{Template:Pros-Scot}}
 +
 
 +
{{Place|Scotland}}
  
[[Category:Scotland]]
+
[[Category:Scotland|Probate Records]]

Revision as of 18:38, 12 September 2012

Scotland has no 'probate' records - the term is 'confirmation.' The primary document is called a 'testament.'

Contents

Historical Background

Testaments are court records dealing with the distribution of a person’s estate after death. These records can be very helpful because they were recorded long before statutory birth, marriage, and death registration began in 1855. Testaments were made primarily by the middle and upper classes, most of whom were nobility, gentry, merchants, or tradesmen. However, they are a very valuable source not to be overlooked regardless of the social standing of your ancestors.

Information recorded in testaments may include the death date, names of heirs and guardian, relationships, residences, inventories of the estate (including household goods), and names of witnesses. On the other hand, as there were very strict rules about the distribution of moveable property, there was no need to name a widow/widower or children, and often they are not named at all.

Essentially, a surviving spouse had to inherit a third, the children one third and the deceased could dispose of the last third (the deid's part) by a latterwill or legacie. There were further rules to complicate matters, but that's the essentials of it.

Movable Property Only

In Scotland before 1868, it was not possible to leave immoveable property (land, buildings, titles or other heritables) to a person by means of a will. It was only possible to give personal property, known as moveable property, by means of a testament.

There are two types of testaments:

  • If a person died leaving a testament that named an executor, the document confirming that executorship and the attached testament is called a testament testamentar. This will include a latterwill or legacie expressing the deceased's wishes.
  • If a person died without leaving a testament and the court appointed an executor to administer the estate, then the confirming document is called a testament dative.
  • Both of these will also contain an inventar (inventory of moveable property)

Immovable Property

To inherit immovable property such as land, heirs had to prove to an Inquisition (essentially a jury of local people) their right to inherit. The records granting these rights are called retours or services of heirs. Records of actual transfers of land are called sasines. You will find more information about these records in the Land and Property section of the Wiki.

Determining Court Jurisdictions

Before the Scottish Reformation and the establishment of the Presbyterian Church in 1592, confirmation of testaments was the prerogative of Episcopal (bishop’s) courts. Their subordinates, called official or commissariat courts actually carried out the probate function.

After the reformation in 1560, fifteen (eventually 22) commissariats were established by royal authority. The principal commissariat court was in Edinburgh, and it had both local and general jurisdiction. The territorial extent of the commissariat courts paid little attention to county boundaries. This system stayed in force until the end of 1823. 

To help you determine which commissariat court had jurisdiction over which parishes and counties, go to the ScotlandsPeople website and its 'Courts Map' page, which identifies which courts operate in a given county by clicking on the appropriate county; or see the following guides:

  • Testaments and Commissariat Records of Scotland. Salt Lake City, Utah: Genealogical Society of Utah, 1972. (Family History Library book 941 P2gs; fiche 6054479.)
  • Cecil Sinclair. Tracing Your Scottish Ancestors: A Guide to Ancestry Research in the Scottish Record Office. Edinburgh, Scotland: Her Magesty’s Stationery Office, 1990. (Family History Library book 941 D27s). Identifies court(s) by county along with ending dates for Commissariot and beginning dates for Sheriffs Court, which often overlap.
  • Kathleen Cory. Tracing Your Scottish Ancestors, Third Edition. Baltimore, MD: Genealogical Publishing Company, 2004. Appendix III provides a table listing all parishes, among other things identifying Commissariot(s) which included that parish, and date of first testament or inventory for the parish.

But bear in mind there was no compulsion to have a testament confirmed in any particular commissariat, and many chose to use the Edinburgh court (as the premier one). So it may be necessary to search them all.

After 1823 (the system took a few years to fully evolve), testaments were confirmed by commissariat departments within the sheriff courts. The boundaries of these courts’ jurisdictions are the same as the county boundaries, but the names of the courts are not necessarily the same as the names of the counties.

To determine a court after 1823 you need only know in which county your ancestor lived. You can then use the records of the sheriff court for that county. Lists of the counties and their sheriff courts are found on the website and in the guides mentioned above. This list comes from ScotlandsPeople

In 1876 the commissariats were absorbed by the sheriff courts, which now handle executory matters.

Finding Testamentary Records

The original records of the commissariat and sheriff courts are housed at the National Archives of Scotland in Edinburgh.

The Family History Library has microfilm copies of the commissariat court records to 1823 and some sheriff court records. To find these records, look in the Locality Search of the Family History Library Catalog under:

  • Scotland -- Probate records
  • Scotland, [County] -- Probate records

You may also access testamentary records online through the ScotlandsPeople web site (see Indexes below). 

Online indexes to Testamentary Records

Indexes are being compiled for these wonderful records:

www.Scotlandspeople.gov.uk 1513-1901 The wills & testaments index contains over 611,000 index entries to Scottish wills and testaments dating from 1513 to 1901

www.ancestry.co.uk1861-1941 is a patial index


Indexes to Testamentary Records

To find a record of interest, you should first search an index. Scottish testamentary records, for 1513-1901, are indexed online on the ScotlandsPeople website. You must register to use the website then it is free to search the index. Once you have found a probate of interest in the index, you may pay to view a copy of the records if you wish, then you can print and/or save it to your computer.

Other printed and microfilmed indexes are available at the Family History Library.  To find them listed in the library's catalog, do a Place search for:

  • Scotland -- Probate records--Indexes
  • Scotland, [County] -- Probate records--Indexes

From 1876-1936, these books can be located through the Family History Library catalog

Difficulties in Finding a Testament

If you have difficulty locating a testament, keep these points in mind:

  • Only a small percentage of the population of Scotland left testaments.
  • A person’s pre-1823 testament could have been proved in the Commissary Court of Edinburgh, or any other commissariat,  even though he or she lived elsewhere in the country.
  • A person’s post-1823 testament could have been proved in the Sheriff Court of Edinburgh even though he or she lived elsewhere in the country.
  • A person who died outside of Scotland but who owned property within Scotland would have his or her testament proved in an Edinburgh court and sometimes also in an English court, such as the Prerogative Court of Canterbury (available at Documents Online at The UK National Archives website).
  • Testaments for women may be under their maiden name..

Help to Understanding the Records

  • Burness, Lawrence. A Scottish Genealogist’s Glossary. Aberdeen: Aberdeen & North East Scotland Family History Society, c1990. (FHL British Ref 941 D27bL)
  • Burness, Lawrence. A Scottish Historian’s Glossary. [Scotland]: Scottish Association of Family History Societies, c1997. (FHL British book 941 H26b)
  • Encyclopedia of the Laws of Scotland. 16 vols and 2 supps. Edinburgh: W. Green & Son, Ltd., 1926. (FHL British book 941 P36e) Note: Vol. 11 is available at archive.org
  • Gibb, Andrew Dewar. Student’s Glossary of Scottish Legal Terms. Edinburgh: W. Green & Son, Ltd., 1946 (FHL British book 941 P36g)
  • Gouldesbrough, Peter. Formulary of Old Scots Legal Documents. Vol. 36 Edinburgh: The Stair Society, 1985. (FHL British book 941 B4st v. 36)

Learn More About Testamentary Records

To read more about Scottish testaments, go to the appropriate pages on these websites:

Scotland’s People
National Archives of Scotland

Return to the Scotland .