Ohio, Montgomery County Probate Estate Files - FamilySearch Historical Records

United States Ohio Montgomery County

What is in the Collection?
The collection consists of images of probate estate files from the Montgomery County Records Center and Archive in Dayton, Ohio. Usually the files are chronological and have a case file number. This collection is being published as images become available.

These files include all documents related to estate settlement, such as inventories, receipts, wills, accounts, administrations, appraisals, minutes, bonds, petitions, and guardianships. For additional information about probate records see the section "General Information About These Records" below.

Collection Content
Information in entries may include:


 * Name of testator or deceased
 * Names of heirs such as spouse, children, and other relatives or friends
 * Names of witnesses
 * Residence of testator
 * Lists of belongings, property, and so forth
 * Document and recording dates (Sometimes the date of death will be given. Recording dates are also used to approximate event dates, i.e. a letter of administration was usually written shortly after the time of death.)

General Information About These Records
Most probate records were created on a county level. The contents of probate records vary greatly depending on the prevailing law and the personality of the record keeper.

Probate records in the state fall into two general categories: wills and estate papers. Most records mention the names of heirs and frequently specify how those heirs are related. Names of children may be given, as well as married names of daughters. Probate records may not give an exact death date, but a death most often occurred within a few months of the date of probate.

Probate records are used to legally dispose of a person’s estate after his or her death. The probate process transfers the legal responsibility for payment of taxes, care and custody of dependent family members, liquidation of debts, and transfer of property title. The transfer is to an executor or executrix if the deceased had made a will, to an administrator or administratrix if the deceased had not made a will, or to a guardian or conservator if the deceased had heirs under the age of twenty-one or if heirs were incompetent due to disease or disability.

The death date, residence, and other facts that were current at the time of the probate proceeding are quite reliable, though there is still a chance of misinformation. The records may omit the names of deceased family members and those who have previously received an inheritance, or the spouse mentioned may not be the parent of the children mentioned.

How Do I Search the Collection?
To begin your search it is helpful to know:


 * The place of residence
 * The approximate death or probate date
 * The name of the deceased

Search the Collection
To browse by image: To search the collection you will need to follow this series of links: ⇒Select the "Browse" link in the initial search page ⇒Select the "Record Type, Date Range and Volume" category which takes you to the images

Look at each image comparing the information with what you already know about your ancestors to determine if the image relates to them. You may need to look at several images and compare the information about the individuals listed in those images to your ancestors to make this determination. Keep in mind:


 * There may be more than one person in the records with the same name.
 * You may not be sure of your own ancestor’s name.
 * Your ancestor may have used different names or variations of their name throughout their life.

What Do I Do Next?
When you have located your ancestor’s record, carefully evaluate each piece of information given. These pieces of information may give you new biographical details that can lead you to other records about your ancestors. Add this new information to your records of each family. For example:


 * Use probate records to identify heirs and relatives.
 * You may be able to use the probate record to learn about adoptions or guardianship of any minor children and dependents.
 * Use the document (such as the will) or the recording dates to approximate a death date.
 * Use the information in the probate record to substitute for civil birth and death records since the probates exist for an earlier time period.
 * You may be able to use the probate record to learn about land transactions.
 * Use the birth date or age along with the residence or place of birth of the deceased to locate census, church, and land records.
 * Use the occupations listed to find employment records or other types of records such as military records.

Tips to Keep in Mind

 * Compile the entries for every person who has the same surname as the deceased; this is especially helpful in rural areas or if the surname is unusual.
 * Continue to search the records to identify children, siblings, parents, and other relatives who may have died in the same county or nearby. This can help you identify other generations of your family or even the second marriage of a parent. Repeat this process for each new generation you identify.
 * When looking for a person who had a common name, look at all the entries for the name before deciding which is correct.
 * Wills are more likely to be found in rural communities than in larger cities and industrial areas.
 * The information in the records is usually reliable, but depends upon the reliability of the deceased or the testator.
 * Earlier records may not contain as much information as the records created after 1900.
 * There is also some variation in the information given from one record to another record.

What If I Can’t Find Who I’m Looking For?

 * Look for variant spellings of the names. You should also look for alias names, nicknames and abbreviated names.
 * Look for an index. There are often indexes at the beginning of each volume. Local genealogical and historical societies often have indexes to local records.
 * Search the indexes and records of nearby localities.

For a summary of this information see the wiki article: United States, How to Use the Records Summary (FamilySearch Historical Records).

Citing this Collection
Citing your sources makes it easy for others to find and evaluate the records you used. When you copy information from a record, list where you found that information. Here you can find citations already created for the entire collection and for each individual record or image.

Collection Citation:

Image citation: