Wills & Administrations in English Family History

Wills can be of great use to any family historian for a number of reasons. They can furnish you with names of relatives, give you a description of the property that your ancestor owned at the time of their death and even reveal their favourite charity. Or though in my case I suspected that the charity that my aunt chose to leave the residue of her estate to was really her solicitor’s favoured charity and his suggestion!

Wills are one of the few documents written by your ancestor. For this reason they may give you an insight into their attitudes, social standing and their lifestyle. Perhaps, if you are lucky they can also explain family feuds and even expose scandals.

If, however, you discover that one of your ancestors seems to have been cut out of the will, you should always consider that this may not necessarily mean that they were disinherited. You should be open to considering that other arrangements had already been made for them in the lifetime of the deceased.

Quite a few family history researchers assume it is not worth checking if their ancestors left a will because they think their ancestor’s background precluded them from doing so. It is, however, wrong to believe that only a minority of people from the top of society left wills. Yes, it may be true that most people who left wills had some property of some kind or another. But wills can be found for people from amongst the very widest range of backgrounds.

Whilst it is perhaps true that only a small percentage of the population left a last will and testament, you should remember that for every person who did so means that there will be at least one other person mentioned in the document and this at least doubles your chance of finding a connection to your family tree, even if they are a distant relative.

It is possible, but not all that common, to find a will belonging to your family that pre-dates the parish registers, or even better where parish registers and the other primary sources have been destroyed or gone missing over the years.

You should know that before 1858 wills were generally proved in the church courts. In order to find a will in this time period will need you to have some understanding of the church hierarchy and how this bears relationship to the place or area that you are researching within.

So, what is a will?

It is a formal document stating exactly what a person desires should happen to their possessions after they have passed on. The person making a will is referred to as the Testator and they make a Last Will and Testament. This is actually a joint deed, the Will and the Testament.

Last Will and Testaments became the legal means of passing on one’s property in England in the year
1540. This was because it was only from that date that ‘Freehold’ land could be gifted or “devised” through a will. Before this date a “testament” was legally only concerned with what the law knows as “personality”. this is a term referring to personal property, that is a person’s moveable goods and chattels.

Why wasn’t it possible to pass on land? The answer lies with the fact that interests in “real property”, or the land and buildings your ancestors owned, would descend automatically to the deceased immediate heir. The church law, however, stated that at least one-third of a man’s property should pass directly to his widow as her dower and then one-third to all his children.

In theory these rules could not be broken, however property owners found ways that they could get around them. As an example, whilst “Copyhold land” – land held from the Lord of the manor – could not be left in a will before 1815, it could still be given up or “surrendered” to be used in a will. This effectively meant that it could be left to whomever a person wanted! Other methods of circumnavigating the rule was to transfer one’s property to trustees who would hold it during the owner’s lifetime as per that person’s instructions.

If you are lucky and find your ancestor has left a will you will see just how useful it is to the family historian.

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Researching family in Jersey, part 6: using the rates listings.

There are not many places where the contribution you make to property rates is public knowledge, but Jersey is one of them.

In Jersey rates are paid in two parts: one part is paid by the owner of the property (the foncier rate) and the other is by the occupier (mobilier rate). There are sets of rate books in both the Archive and the Coutanche Library covering about a century up to 1965, plus some more recent data as well (ask for Taxation du Rât)

Jersey Taxation Du Rat BooksThese aren’t the easiest of documents to use, because the listing is an alphabetical list of ratepayers in each vingtaine (a vingtaine is a subdivision of a parish; the smallest parish (St Mary) has two, while St Helier has seven).

Ideally you need a detailed map of Jersey and a lot of patience – but the listings can be very rewarding. They will indicate whether someone owns a property or not: they can also indicate something about the condition or size of the property (someone paying 5 quartiers of mobilier rates a year is going to be living more modestly than someone paying 20 quartiers a year. It’s also indicative, at least to some degree, if the person you are researching is not on the list of ratepayers – that would indicate someone who was probably in a shared tenement and fairly low down the pile (because this became a lot less common as slum housing started to be replaced in the 20th century). Some of the parishes also published lists of people with dog and/or gun licences alongside their rates.

The existence of the rates books is also very handy in tying movement down. I knew that my wife’s family moved from one address to another between the 1891 and 1901 censuses: the fact that they suddenly started paying rates in 1896 or so pinpoints the move more exactly. Equally, my second cousins had a hotel in Grouville, but they disappear from the rate books in about 1905 – only a year after the owner (to whom one of them was married) died.

Property owners have to acquire their property, and next time we’ll be looking at what you can get from Jersey’s land registry system. Until then – À bétôt!

Guest blog by James McLaren from the Channel Islands Family History Society

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