RootsTech 2025 – The Year of Discover and the New Mitotree

Last week, RootsTech was a whirlwind and full of discoveries – which, ironically, was the 2025 theme.

I always take you along with me and share the RootsTech experience, start to finish, so here’s my 2025 “feet on the ground” report.

I might, just might, have overcommitted myself. I taught the half-day DNA Academy,  three more sessions, plus several other commitments such as book signings, get-togethers, and interviews.

One class, “DNA for Native American Genealogy,” was a live webinar from the floor of the expo hall. You can watch that here for free, if you’re interested.

Unfortunately, none of my other sessions were recorded, but I’ll see what other alternative options may be available to bring those to you.

Additionally, I did two book signings at the GenealogyBank booth, along with two other authors, Drew Smith and Sunny Morton. I’m sorry, I don’t have any pictures. I should have asked someone to take some.

There were long lines and books sold out. Still, you can order either of my books, The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA or DNA for Native American Genealogy, at Genealogical.com. Thank you to GenealogyBank for being so welcoming.

The book signing was particularly fun because people shared their success stories or their hopes of what they want to achieve. I met a couple of new cousins too! Even people waiting in line were helping each other with information about research resources.

I had created my “RootsTech plan” for sessions I wanted to attend, but I was only able to actually attend one of those. Several were happening at the same time as mine, or directly before or after. As a presenter, you arrive early to get set up and make sure everything is working correctly.

Then, after your session, attendees have questions and are interested in your topic, which is a good thing. So essentially, you can’t attend sessions either before or after your session either.

Before I share photos, I’d like to share something else.

It’s About the People

I have never attended RootsTech for the classes, although there are wonderful offerings – and I have enjoyed them immensely.

Having said that, for me, the best part of RootsTech is the people. People I know and love but never get to see – many of whom I met in-person at RootsTech initially. I get to meet my blog followers. I meet with or reconnect with friends and cousins from around the world. I am privileged to talk with people about their challenges and their victories – when they’ve broken through a brick wall using DNA that they could never have otherwise achieved. People collaborating and helping each other. It’s all beautiful.

The reason I started blogging in the first place, and the reason all 1750 articles are free, is because I wanted to help people do just that – confirm ancestors, find ancestors, and connect with their fsmily.

My cousins that I’ve met through genealogy are some of my closest friends and closest family members. Outliving everyone is a mixed blessing but it makes me extremely grateful for my various cousins since all of my siblings and close family, with the exception of the next generation, have transitioned to the land of the ancestors.

So, yea, for me, RootsTech is about connecting and reconnecting with the people.

That’s also why I never get anything done because I’m always talking with someone.

Additionally, this particular RootsTech was a celebration.

Mitotree Release

Just a few days before RootsTech, the Million Mito Team at FamilyTreeDNA released the brand new Mitotree, 5 years in the making, reconstructing the tree of humankind to reflect our combined heritage more accurately.

At RootsTech 2020, I was honored to announce the Million Mito Project, and the new Mitotree initiative was born.

At some point, I will write about the deep, personal significance of the Mitotree for me,  but for now, suffice it to say that there is something profoundly moving about rewriting the tree of humankind and in doing so, giving a voice to our ancestors from long ago. Yes, I know many of them are thousands or even tens of thousands of years old, but had they not survived, we would not be here today. Now we can identify who they are and that they lived.

Million Mito Team, left to right, Goran Runfeldt, Dr. Paul Maier, me, Dr. Miguel Vilar, Bennett Greenspan, John Detsikas

Our amazing Dream Team has given life to our ancestors and said their names once again, even if their name is a mitochondrial DNA haplogroup. Four team members, Goran, Paul, me and Bennett were at RootsTech. Where else can you actually approach and speak with the actual scientists?

When I say RootsTech is about the people, I know that I am related to every single individual at RootsTech, it’s just a matter of how far back in time. So are you.

Just think about the significance of that for a minute.

Every. Single. Person.

The other end of the mitochondrial DNA spectrum is genealogy, of course, and the new Mitotree with it’s haplotype clusters brings mitochondrial DNA results into the genealogical timeframe. In future articles, I’ll be writing about each one of the new tools, what they mean, and how to use them.

Dr. Paul Maier, lead scientist doing most of the hard science behind Mitotree, had the much-deserved honor of introducing the Mitotree to genealogists at RootsTech.

I’m not sure the audience understood they were witnessing history unfold, but they clearly were. We needed a drum roll and some balloons!

This wasn’t like most vendor announcements of a new product or feature – this was a major scientific achievement that led to genealogical benefits.

In celebration, I asked my friend to make double helix zipper pulls so that I could give them to colleagues, friends and cousins that I ran into at RootsTech. It’s my way of celebrating and sharing the joy!

Five years is a very long time to work on a project. The Mitotree is a massive accomplishment. Every customer at FamilyTreeDNA who has taken the full sequence test received their new haplogroup either the week before or during RootsTech, AND, the second updated version of the tree was released too.

While this is truly wonderful, the true highlight is the testimonials – seeing how Mitotree is actually helping people break through their brick walls.

Here’s just one.

Breathless Testimonial

I’m going to try to convey this exactly as it happened.

A lady that I don’t know literally runs up to me in the hallway. This isn’t unusual. She was so excited that what she said was one long breathless sentence, which I’m going to try to reconstruct here, although I’m adding a bit of punctuation. I also can’t remember how many “greats” were attached to the “grandmother,” but you’ll get the idea.

Roberta, Roberta, I’m so excited – I just wanted to let you know – I found my ancestor using mitochondrial DNA. I got my new haplogroup and I had like 47 matches before but now they are clustered together so I could focus…and there were three matches in my cluster…and one of them had an EKA but the other didn’t…so I built out the EKA matches’ tree and guess what??? They were from the same place and then I found that her great-great-grandmother’s sister is my great-great-grandmother but she had her surname so now I have more generations too. OMG I ‘m so excited I could never have broken through this wall without mtDNA because I had no surname. This is THE MOST CONSEQUENTIAL DNA TEST I’VE EVER TAKEN, and I’ve taken them all. Thank you, thank you!

And with that she quickly hugged me and ran off to something she was obviously late for.

I never got to say one word, which was fine, but I stood there with tears in my eyes, thinking to myself, “This – this is what it’s all about.”

It doesn’t get better than this!

I want to hear your stories too. I just scaled my fourth brick wall last night using the new Mitotree and mtDNA Discover features.

RootsTech Week

RootsTech week started early for me – as in leaving the house at 3 AM Sunday. I fly on Sunday because the flights are cheaper and because the pre-conference meetings and events begin on Monday.

We took off into the dawn, jetting our way westward through the azure blue sky.

I have never gotten over the majesty and beauty of the Rocky Mountains.

And then, of course, the Great Salt Lake, for which Salt Lake City is named.

Looking at the Salt Palace across the street from the Marriott hotel. The silver building is the new Hyatt which is attached to the conference center behind the windmills which extends another very long block to the right, out of view. The mountain range is visible in the distance, and the beautiful sunset.

Speaking of the Marriott hotel, several people have asked if it was any better this year, and if I got trapped in the fire exit again, like last year.

No, I didn’t get stuck because I didn’t tempt fate again. It looked just the same though, so I’m presuming nothing has changed. Furthermore, there was no heat in my room, so they gave me a space heater and a pass to the concierge level – which they did not do last year.

That was kind of them, but food ran out, and there was only one poor server in the restaurant. I’m not even going to mention the nauseating thing that happened with my food. Let’s just say I’m not picky, but I will NEVER eat there again, and that makes it particularly difficult because there’s very little close by, especially when you’re exhausted.

I’m hoping that RootsTech will negotiate someplace different for speakers in the future. I’ve stayed in a lot of Marriotts and most of them are just fine. I have never had issues like this with any of them, let alone repeat issues year after year.

The good news is that we’re not there for the hotel, and the fun began on Monday.

Monday

My interviews began on Monday morning with “Mondays with Myrt” at the FamilySearch Library, which you can view here beginning about 16 minutes.

Mondays with Myrt is a RootsTech tradition and Myrt incorporates people present in person and tuning in virtually as well. Left to right, Kirsty Gray from England, John Tracy Cunningham, me and Myrt. Kirsty had a huge breakthrough that she shared with us just a few minutes after it happened.

I met John at the ECGGS Conference last October. He’s one of the few people I know whose 8 great-grandparents were born in the same county. I’m so jealous. Mine were either born in or first generation immigrants from four countries.

Sometimes the broadcast waiting area is just as much fun as the actual broadcast – in part because it’s the first day of RootsTech week and everyone is so excited to see their friends that they haven’t seen in forever. Call is a reunion!

Do Kirsty Gray and I look like we’re about to get into mischief?

Behind me is the first group of folks to be interviewed.

Pat Richley-Erickson, aka Myrt, Cheryl Hudson Passey, Laura Wilkinson Hedgecock, and Jenny Horner Hawran.

This is the livestream room at the FamilySearch Library. The waiting area for the next group is to the right, and the three presently being interviewed are sitting on the left beside Myrt.

For those who know Gordon, aka Mr. Myrt, he’s coordinating interviewees outside the livestream room. His job is herding cats and he’s the nicest cat-herder you’ll ever meet!

Pre-RootsTech Library Research

I love the FamilySearch Library. It feels like coming home to me.

So many passionate genealogists at every level – learning and searching. Lots of volunteer helpers available, too.

Normally, I create a research plan for the library, but I had been so utterly slammed between preparing my several RootsTech sessions and the Mitotree release that I hadn’t really been able to prepare anything.

I did, however, have a group of ancestors in mind that settled in the Oley Valley in Pennsylvania, so I decided to focus on the Berks County books.

I won’t bore you with the details, but among other things, I found confirmation that the Hoch surname is also the same as High and Hoy, which explains some very confusing Y-DNA results. So even though I didn’t get much productive time there, I did find something very useful in the land records.

I also ran into cousins and friends, of course, which is why I didn’t get more actual research done.

I knew Judy Nimer Muhn, at left, was going to be at RootsTech as a speaker, and I knew we connected through Acadian lines, but we never took the time to really piece together that puzzle.

My cousins, Mark and Manny were also coming for RootsTech, and to visit the library, for the first time. Mark, Manny and I visited Nova Scotia together in the summer of 2024, chasing our ancestors.

You know, fate is a funny thing.

We all descend from Acadian, Francois Savoie who was born about 1621 in France, but settled in Acadia, today’s Nova Scotia. Mark, Manny and I knew that we are cousins through Francois, but Judy and I did not. Mark, Manny and I ran into a local historian, Charlie Thibodeau, the Acadian Peasant, last year, outside of Port Royal. It just so happened that he was taking another couple to see the remains of the Savoie homestead deep in the salt marshes at BelleIsle.

We asked if we could join them, and Charlie was kind enough to include us. It was a long, brutally hot, tick-infested hike through the swamp, but oh so worth it!

We also found the well, located between three homesteads.

The year before, Judy had been in the same place in Nova Scotia, found the same man, Charlie, at the BelleIsle Hall Acadian Cultural Centre, and he had taken her to the remains of the same homestead.

And here we all four are in Utah.

What are the chances?

Needless to say, we had a LOT to talk about, and still do. Unfortunately, I wasn’t able to get to Judy’s talk, but Mark and Manny attended.

I ran into Katy Rowe-Schurwanz, the FamilyTreeDNA Product Manager at the library too, and look what she’s wearing – a mitochondrial DNA scarf. How cool is that!

The rest of Tuesday and most of Wednesday morning were spent trying to update my several presentations to reflect newly released information by various vendors and practicing the timing of the presentations. I had another interview, and more people were arriving.

I found time to visit Eva’s Bakery about 3 blocks from the Salt Palace. If you’re ever in Salt Lake City, Eva’s is a must! Lunch is wonderful, and so are their French pastries.

Wednesday is “tech prep” day at RootsTech, along with speaker instructions and then the Speaker Dinner.

Steve Rockwood, President and CEO of FamilySearch always delivers an inspirational message and this year did not disappoint.

If you’ve wondered about RootsTech conference stats, they provided this information. I can’t even imagine trying to coordinate all of this – and that’s not including the vendors, expo hall, technology in the presentation rooms, food, security and so much more.

Last year, in 2024, the final attendance numbers were more than 16,000 people in person and 4 million virtual attendees. I noticed a few days ago that there were more than half a million people participating in Relatives at RootsTech, which is still live until April 12th.

On Wednesday evening, after the Speaker’s Dinner, vendors in the Expo Hall were putting the final touches on their booths and preparing for the thousands of excited genealogists who would descend Thursday morning.

Discover

This year’s RootsTech theme was “discover” and attendees were greeted with this display just inside the door.

Attendees listed their discoveries on Post-its and could either post them on the board or plastic boxes, or on the green tree.

I placed my discovery from the day before at the library on the Rootstech tree.

Some people place their wishes here, kind of like a technology wishing well.

I couldn’t help but think of the new Mitotree, now forever green and growing, so I posted a second discovery, “Mitotree.”

Thursday – Opening Day

For those who don’t know, the Salt Palace Convention Center is two lengthy blocks long, a block wide, and two or three stories high, depending on whether you are in the front or rear portion. In other words, it’s massive and you need a map!

The huge Expo Hall with vendors is located in the center on the first floor and vendors have aisle addresses. The show floor is always very busy, and this year was no exception. One of the things I love is that spontaneous conversations just spring up between people who often find commonalities – common ancestors, common locations, and more. People compliment each other and join others at tables. It’s like a big family gathering of sorts.

I always try to walk the entire Expo Hall, because I really enjoy seeing the vendors and their wares, but this year, I never actually had enough time to traverse all the aisles. I took several pictures as I was passing through and running into people, but not nearly enough. I know I missed a lot, but there just wasn’t enough time and I arrived at RootsTech already tired.

However, the energy of RootsTech is like no place else and just infects you.

It’s like you can’t drink from the genealogy firehose fast enough!

Let’s Take a Walk

Ok, come along on a walk with me.

Left to right, Lianne Kruger, a speaker, and Courtney, in the FamilyTreeDNA booth. I believe they said they are cousins.

Daniel Horowitz, genealogist extraordinaire, in the MyHeritage booth. More about MyHeritage’s announcements shortly.

Geoff Rasmussen in the Legacy Family Tree Webinars booth. For those who don’t know, there’s lots of good material at Legacy, and the freshly recorded webinars are always free for a week.

Several vendors offer booth talks, including MyHeritage. I love their photo tools and use their site in some capacity almost daily.

One of the RootsTech traditions is ribbons. Collect one, collect ‘em all. Liv’s ribbons almost reach the floor. I think she wins!

Selfies are also a RootsTech tradition. Me, here with Jonny Perl of DNAPainter fame. I owe Jonny an apology as he asked me if I had a minute, and I had to say no because I was on the way to one of my own classes. I never got back to his booth to view his new features. Sorry Jonny – don’t take it personally!

Jonny released a new Ancestral tree version titled Places, so take a look here at his blog. I need to go look at my ancestors Places.

You’ll find this new feature under Ancestral Trees, Places. These are my most recent 8 generations. Just think of all those brave souls who climbed on a ship and sailed for the unknown. Check this feature out and have fun.

In a booth talk, Dave Vance, Executive Vice-President and General Manager at FamilyTreeDNA is speaking about the three types of DNA, which are, of course, Y-DNA, mitochondrial and autosomal DNA – all useful for genealogy in different ways.

Dave is explaining how in-common-with matches, also known as shared matches, operate with the chromosome browser. You can use the chromosome browser, shared matches, the new Matrix Tool, and download your match segment information at FamilyTreeDNA, a combination of features not available at any other vendor.

WikiTree, a free a moderated one-world-tree is one of my favorite genealogy tools. One of their best features is that you find your ancestor, and in addition to lots of sources, their Y-DNA, mitochondrial DNA, and those who are related autosomally are listed. Here’s my grandfather, for example.

Several DNA connections are listed. The further back in my tree, the more DNA connections are found, becuase those ancestors have more descendants.

WikiTree volunteers were wandering around taking pictures of “WikiTreers” holding fun signs.

Paul Woodbury, a long time researcher with Legacy Tree Genealogists, who specializes in DNA. I don’t take private clients anymore, and regularly refer people to Legacy Tree.

Me with Janine Cloud taking our annual RootsTech selfie. Janine, the Group Projects Manager at FamilyTreeDNA and I co-administer one of those projects and accidentally discovered a few years ago that we are cousins too. How fun is this!!!

I wanted this shirt, but by the time I got back to the booth, it was too late. I’m going to order it online from Carlisle Creations, in case you want one too. This is so me.

Land records are critically important to genealogists. Rebecca Whitman’s class was about plotting land plats. What she’s holding is a surveyor’s chain. You’ve read about chain carriers? This is what they carried to measure land boundaries – literally metes and bounds. Some of my best discoveries have been thanks to land records.

The only session I actually got to attend was Gilad Japhet’s “What’s New and Exciting at MyHeritage.” For those who don’t know, Gilad is the founder and CEO of MyHeritage and it’s always great to hear about the new features straight from the top executive who is, himself, a seasoned genealogist. That’s why he started MyHeritage in the first place – 22 years ago in his living room.

Gilad had several wonderful announcements, but the one I’m most excited about is their new Cousin Finder. Cousin Finder finds and reveals cousins who are DNA candidates if they have not yet taken a DNA test.

I’ll be writing more about the MyHeritage announcements soon, but you can read their blog about Cousin Finder now, here, and their Roundup here about the rest of their announcements!

My Last Class – Reveal Your Maternal Ancestors & Their Stories

My last class at the end of the final day of RootsTech was “Reveal Your Maternal Ancestors & Their Stories – Solving Mitochondrial DNA Puzzles.”

Had I tried to coordinate this presentation with International Women’s Day, I could never have done it, but fate winked and here I was.

I’m often asked what it’s like from the presenters’ perspective. This is one of the smaller ballrooms. My earlier sessions were in larger rooms, maybe 3 times this size. I took this picture about 15 minutes before the session started as people were beginning to drift in.

The amazing RootsTech techs had me wired up to microphones and had verified that the audio and video equipment was working correctly, so now it was just waiting.

My cousin, John Payne, who co-administers the Speaks surname project with me, came by and took this great picture of the two of us. We’ve made huge inroads connecting the various Speake(s) lines in America, plus finally proving our home village in England, thanks to the Big Y-700 test, followed by church records. All is takes, sometimes, is that one critical match.

As I sat there, waiting to begin the mitochondrial DNA session, I couldn’t help but reflect upon all of the women who came before me and how fortunate I was to have been in the right place at the right time to be a member of the Million Mito team.

These are my direct matrilineal ancestors who give me, and my daughter, pictured at left, their mitochondrial DNA. I felt them with me as I sat there, waiting.

The woman at furthest right, Barbara Drechsel (1848-1930), immigrated to Indiana from Germany as a child with her parents in the 1850s. Before her came thousands of generations of women with no photos, of course, and no names before Barbara Freiberger, another eight generations earlier, born about 1621 in Germany.

Before that, which was before church and other records, prior to the 30 Years War, this lineage came from Scandinavia where some of my exact matches are still found today.

Before beginning, I said a positive affirmation and thanked my ancestors – so very honored to introduce them. I know they were proud of me, a member of the team that opened the door to the distant past. I wouldn’t be here if not for every one of their lives.

In this session, I would discuss, for the first time ever, the new Mitotree and my/our connection to all of humanity some 7000 generations ago, more or less.

The mutations we carry over those generations form an unbroken chain of breadcrumbs, connecting us to mitochondrial Eve who lived about 145,000 years ago. We revealed that breakthrough finding in the Haplogroup L7 paper, published in 2022.

I’m still in absolute awe that we have been able to both reach that far back in time AND, at the same time, make the newest haplogroups and haplotype clusters genealogically relevant. I will write more about that soon, but for now, I wrote about the Mitotree release here and you can find articles by Katy Rowe-Schurwanz here and here.

I’m very excited about my new mitochondrial DNA results for my ancestral lines that I track and have already made headway on several.

I’m not the only one.

Not only was I excited about my results, many other people have had breakthroughs too, including Mark Thompson, one of our genealogy AI experts who also spoke at RootsTech. I particularly love his AI generated image.

If you haven’t yet, check your mitochondrial DNA results.

It’s a Wrap

Another year done, another RootsTech under our belts. Hopefully everyone is over the “conference crud” by now and are busily applying their newfound knowledge.

You can view either live-cast sessions or RootsTech webinars, here.

I saw a meme posted sometime during the conference that coined the term “exhausterwhelmulated,” a combination of exhausted, overwhelmed and overstimulated at the same time.

I added exhilarated and elated to the mix and asked ChatGPT to draw me a picture of someone at a genealogy conference feeling those simultaneous emotions.

ChatGPT titled this request “Genealogy Conference Overload,” which made me laugh.

The first two attempts looked like the person had a headache, which I fully understood, so I asked ChatGPT to make the person look happy to be there.

This person, carrying a coffee like I often do, looks like they have just discovered the great irony that they have chased the wrong ancestor for some 20 years – with “laugh or I’ll cry” mania being their overwhelm “go to” in that minute.

This one made me laugh too!

Yes, indeed, I think every single one of us, especially at RootsTech, has experienced this exact adrenaline-fueled emotion.

We leave with a VERY long to-do list, exhausted but full of anticipation and buoyed by excitement. Filled with so much gratitude for our cousins and fellow genealogists, the speakers, vendors, DNA to solve thorny problems, new tools and records, FamilySearch who sponsors RootsTech itself and their amazing employees, plus the legions of the volunteers who make it all work.

Thank you! Thank you! Thank you!

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Mitotree is Born

Mitotree is born and I can hardly contain my excitement.

The Million Mito R&D team members, along with many others at FamilyTreeDNA, are proud to introduce the new Mitotree and mtDNA Discover, which were brought to life thanks to one pivotal entrepreneurial figure, Bennett Greenspan, whose support and vision set the ball in motion and made Mitotree possible.

Left to right, the Million Mito science team is:

  • Goran Runfeldt, Head of R&D at FamilyTreeDNA
  • Dr. Paul Maier, Senior Population Geneticist at FamilyTreeDNA
  • Roberta Estes, DNAexplain, scientist, blogger, author, genetic genealogist, and Genographic Affiliate Researcher
  • Dr. Miguel Vilar, Genetic Anthropologist, Lead Scientist with the Genographic Project, and Professor at the University of Maryland
  • Bennett Greenspan, President Emeritus of FamilyTreeDNA, and avid genealogist
  • John Detsikas, Front End Developer who is responsible for the user interface for both Y-DNA Discover and now mtDNA Discover

The Million Mito Project Inception

The Million Mito Project was launched at RootsTech 2020 and encouraged people to test their mitochondrial DNA, both for their genealogy and to help build the database. More than a million samples were candidates, but only high-quality, full sequence results were used. In the process of building the tree, additional samples were incorporated from other public sources for tree construction.

Drum Roll – The Mitotree

A beta version of the Mitotree is being released today, and boy, is this a big deal.

Before we discuss the rest of what’s coming, I need to mention that the Mitotree is now evergreen, meaning that the tree will be updated periodically, as will mtDNA Discover. This lifetime value is included with the cost of your test, so there’s nothing more to purchase.

Haplogroups will change from time to time, as the tree does, so don’t fall in love with yours, and definitely, no tattoos😊

I’m going to be speaking in terms of “we,” meaning the Million Mito team who built the Mitotree and mtDNA Discover, plus an amazing team of FamilyTreeDNA folks who were absolutely essential in getting this out the door and to you.

The Mitotree is new from the ground up, and yes, haplogroup naming consistency with PhyloTree has been maintained where possible.

One of the unanticipated challenges we encountered was that the 2016 PhyloTree had to be recreated, essentially reverse engineered, to determine the rules they used regarding mutations for haplogroup creation. In other words, which mutations were valid and reliable, which weren’t, determining their relative importance, and so forth.

After the existing 2016 tree was recreated, the next hurdle to overcome was that none of the existing phylogenetic software used in academia would scale from 24,000 samples and 5500 subclades to more than a quarter million samples and 40,000 haplogroups, so that software had to be designed and written by R&D team members.

More information about this process will be forthcoming shortly, and a paper will be published with our methodology, but for right now, let’s look at the user experience and what’s being released now.

Here’s what’s coming today and over the next few days.

The beta Mitotree includes:

  • Over 40,000 branches
  • Over 250,000 mtFull Sequences from FTDNA
  • Over 10,000 third-party full sequences from GenBank, 1000 Genomes, etc.
  • Over 1000 Ancient Connections
  • Over 100 Notable Connections

More is on the way.

The new Mitotree is the tree provided in several formats within mtDNA Discover. You can view the public version of the tree, here, or sign on to your FamilyTreeDNA account and click through from your dashboard to see more.

Today’s Releases

The Mitotree doesn’t exist in a vacuum, so several updates and new features will be rolling out today.

  • mtDNA Discover, which includes the new Mitotree
  • New customer haplogroups for those who have taken mtFull sequence tests
  • New mtDNA matches page

New Haplogroups

New haplogroups have been calculated for FamilyTreeDNA customers who have taken the full sequence test. Those who have taken only the HVR1 or HVR1/HVR2 tests are encouraged to upgrade to the full sequence test.

Not everyone will receive a new Mitotree haplogroup that is different from their classic haplogroup, but most people will. Your original haplogroup is displayed with the classic tag, and the new Mitotree haplogroup with the beta tag.

If your classic and Mitotree haplogroups are the same, it means that either you have no more private variants (mutations) available to form a new haplogroup, or no one else from your lineage has tested yet.

New mtDNA Matches Page

If you click on your mtDNA matches, you’ll notice that the page has been redesigned to look and function like the other FamilyTreeDNA match pages.

If you click to view your matches, you’ll be able to view both the “old” classic haplogroup, and your matches’ new Mitotree haplogroup, plus a new haplotype if they have one. We will talk about haplotypes in a minute.

The people you match are the same as before, but matches may be recalculated in the future.

If you click through to the new mtDNA Discover from your dashboard, you’ll be able to view the public portion of mtDNA Discover, plus the additional customized information provided to FamilyTreeDNA mtFull sequence customers.

mtDNA Discover

If you have taken a full sequence test, sign on to your account to view your new haplogroup, then click on the new mtDNA Discover icon on your dashboard.

If you haven’t taken the mtFull sequence test, but the partial HVR1 or HVR2 versions, you can still view mtDNA Discover on your dashboard, but without the mtFull customization.

Customization that occurs exclusively for FamilyTreeDNA mtFull sequence customers includes:

  • Most detailed placement of your branch on Mitotree
  • Haplotype clusters
  • Additional Ancient Connections
  • Additional Notable Connections
  • The Match Time Tree
  • Globetrekker (coming soon)
  • The Group Time Tree (coming soon)

mtDNA Discover is similar to Y-DNA Discover.

You’ll be able to view a dozen new reports about your haplogroup in addition to the tools provided on your dashboard.

The new Mitotree can be viewed in several formats, each with its unique benefit.

  1. Time Tree – a genetic tree that shows when each haplogroup was formed, plus a country flag for where present-day testers report as the location of their earliest known ancestor (EKA)
  2. Classic Tree – a more traditional view of a phylogenetic tree, including the number of testers on each branch, the variants, or mutations that define the haplogroup, the era and approximate date of formation, and other details about the tree topology
  3. Scientific Details Variants Tab – shows the variants that differ in each haplogroup as you reach back in time
  4. Ancestral Path for the selected haplogroup – outlines your path back to early humans, including Denisovans.
  5. Match Time Tree for you and your matches (must be signed in to your account and click on mtDNA Discover icon)
  6. Group Time Tree (coming soon) for those who have joined projects

Match Time Tree

The Match Time Tree is extremely useful because it overlays your matches, plus their earliest known ancestors (EKA), on a genetic Time Tree, by haplogroup and haplotype, so you can see how you may be related, and when.

You can also see your matches that have now fallen into neighboring haplogroups, which suggests that they probably aren’t as genealogically close as people in your haplogroup. However, that’s not always the case, because mutations can occur at any time.

Haplotype Clusters

A haplotype cluster is a new concept introduced specifically for genealogists with the new Mitotree. Haplotypes are identified by numbered “F” groups. Three are shown, below.

There may be groups of people within a haplogroup that have exactly the same mutations, or genetic signature, and no additional mutations. Still, they may not form a new haplogroup. There could be several reasons for not forming a new haplogroup, including known SNP locations where mutations occur that are known to be unstable, such as location  315, which tends to accumulate random insertions and is ignored because of its known instability.

When multiple people share an exactly identical signature, meaning all of the same mutations, they are shown within a haplotype “F” cluster to provide additional specificity to the tree.

The haplotype has been designed to provide additional granularity to the tree and genealogically relevant information. The haplotype “Fxxxxxx” numbers are randomly generated and have no special meaning.

A word of caution here. While the haplotype sequences are identical, it is still possible that another tester from outside the cluster could be a closer relative. For example, they could have accumulated a fast mutating SNP in the last few generations, which would give them a different signature.

Someone who is actually genealogically close to you may be in a different haplotype, or no haplotype at all because no one matches them exactly. For example, if your aunt or sister has a heteroplasmy, they are a close relative and will be in your haplogroup, but won’t be in your haplotype cluster because of the heteroplasmy. So don’t ignore matches who aren’t in your haplotype.

In the above example, under haplogroup V71b, there is one group of three people of unknown origin, meaning they didn’t enter any location for their earliest known ancestor, plus haplotype F9712482 – all of whom are identical matches to each other, but don’t form a new haplogroup.

Beneath V71b is haplogroup V71b1 with nine people, plus two haplotype clusters. F1965416 consists of two people, and F8189900 consists of 16 people.

You can also see haplotype clusters bracketed on any of the Time Trees in mtDNA Discover as well.

More to Come

There’s more information to come in the next few days and weeks, and at RootsTech. I’ll be writing articles when I get back.

For now, take a look to see if you have a new haplogroup. The new haplogroup rollout is being staggered, and you should receive an email when yours has been posted. But there’s no need to wait. Go ahead, sign in and check now, check out mtDNA Discover, and have fun.

Guaranteed, you’ll learn something new, and you may discover the key to a new ancestor!

Resources

Here are additional resources about the new Mitotree, mtDNA Discover, and the associated updates:

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Lineages Versus Ancestors – How to Find and Leverage Yours

Today, we’ll explore how a single direct test can uncover insights into an entire ancestral lineage, shifting our focus from individual ancestors to the broader concept of lineages.

When we work with either Y-DNA or mitochondrial DNA, we’re using a type of DNA that is specific to one ancestral line – or lineage. However, it’s not limited to just one ancestor. In fact, it applies to many.

Autosomal DNA, on the other hand, can be and is inherited from multiple ancestral lines. Of course, autosomal DNA is a bit like a jigsaw puzzle because YOU have to figure out WHICH line is the source of your match to someone.

You don’t have to do that with Y-DNA and mitochondrial DNA, plus, there’s a LOT more information available about both of those types of DNA.

Inheritance – How Parts of Your Ancestors Descend to You

I’ve put together a chart to explain the difference in the amount of autosomal DNA that you inherit from your ancestors versus the amount of either Y-DNA or mitochondrial DNA (mtDNA) that you inherit from specific lineages of ancestors.

Generation Autosomal Ancestors % DNA # Ancestors Y (males) & mtDNA Ancestors – %
7 GGGG-grandparents 1.5625 64 1 – 100%
6 GGG-grandparents 3.125 32 1 – 100%
5 GG-grandparents 6.25 16 1 – 100%
4 Great-grandparents 12.5 8 1 – 100%
3 Grandparents 25 4 1 – 100%
2 Parents 50 2 1 – 100%
1 You 100 1 – 100%

If you look at the amount of autosomal DNA inherited from each ancestor back seven generations, with you as the first generation, you’ll see that, on average, each of your GGGG-grandparents contributes 1.5625% of their DNA to you. In some cases, you might receive none at all, and in other cases, you might receive more – thanks to the uncertainty of recombination in each generation which I explained, here.

That’s not the case, though, for either Y-DNA (for males) or mitochondrial DNA for everyone. You always inherit 100% of the mitochondrial DNA carried by the entire lineage of your direct maternal line ancestors. Males always inherit 100% of the Y chromosome of their direct paternal line ancestors. Neither type of DNA is divided, recombined, or washed out over the generations. With the exception of an occasional mutation, the Y-DNA or mitochondrial DNA that your most distant ancestor in that line inherited is exactly what you receive.

Everyone can test their mitochondrial DNA, and males can take the Y-DNA test. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

While you can only test for your own direct lines, you can test other people for their lineages which are also your ancestors.

Test Family Members

By testing family members who descend appropriately, you can obtain that same information for any ancestor.

For example, your father can test his mitochondrial DNA to receive the mitochondrial DNA information for his mother’s direct matrilineal line, or lineage. If you’re a female, having your father test both his Y-DNA and mitochondrial DNA provides you with valuable information about two ancestral lines that you can’t obtain from your own DNA.

Your mother’s brothers (or paternal uncles) can test their Y-DNA for your mother’s father’s line, and so forth.

Y-DNA is always the direct patrilineal line for males, and mitochondrial DNA is always the direct matrilineal line for everyone, so males can provide the DNA for both types of DNA for their ancestors. Men carry both types of DNA, the Y-DNA of their father and the mitochondrial DNA of their mother.

Lineages

The great news is that once you obtain that information by locating an appropriate tester, it’s conclusive in the sense that you typically don’t need to find someone else in that line to test – especially if they match someone else who descends from an ancestor in that same line. I say typically because, especially with Y-DNA, you may well want to test multiple men in different generations to track mutations that identify twigs and even leaves on their haplotree branch.

Essentially, both Y-DNA and mitochondrial DNA represent entire lineages, not just individual ancestors.

Once you obtain that information, you can:

  • Identify ancestors further back in time
  • Confirm lineages
  • Disprove lineages
  • Learn when your common ancestors with other testers lived
  • Learn where your ancestors and their ancestors lived
  • Discover which ancient and notable people you’re related to
  • Utilize match maps
  • And more

Click on any image to enlarge

There’s an entire world of information just waiting to be revealed – beyond matching for both Y-DNA and mitochondrial DNA and the half dozen great tools provided on your dashboard at FamilyTreeDNA.

The free Discover tool (currently for Y-DNA but very soon for mitochondrial too) provides a dozen extra reports. Between your dashboard reports and the Discover reports, there are about 20 chapters to your lineage story waiting for you.

There’s even a customized Discover experience for Big Y-DNA testers and full sequence mitochondrial DNA testers.

If you take the Big Y-700 test or the full sequence mitochondrial DNA test, your Discover experience includes:

  • Globetrekker
  • More Ancient Connections
  • More Notable Connections
  • The Match Time Tree
  • If you join projects, the Project Time Tree

For my Estes research, the Match Time Tree and Project Time Trees have been critically important.

Time Trees provide a genetic structure for how you and your matches are related over time. In the Match Time Tree above, you can see how my cousin is related to his matches, and when important branching of the tree that defines lineages occurred. The earliest known ancestors (EKA), provided by testers, are shown as well. This branching information correlated within 25 years of the births of the ancestors whose DNA split those branches.

For example, the mutation, R-ZS3700 was formed when Moses Estes was born in 1711 and was then passed to his descendants. If you test as a member of haplogroup R-ZS3700, we know you descend from Moses Estes. Some of his descendants have downstream haplogroups too, such as R-BY154184.

The Group Time Tree shows the same type of things but for members within Group Projects.

It’s truly exciting what lineage tests can reveal and how they can demolish brick walls.

Finding Testers

After you’ve exhausted your supply of close family members, then known aunts, uncles and cousins, how do you find testers to represent your lineages?

Most of us don’t know our third or fourth cousins, but they may carry that golden DNA that represents that entire lineage.

I’ve written about using both Relatives at RootsTech and WikiTree to find people who descend appropriately from the line you seek, but you’ll be most productive if you get organized first.

Let’s begin with organizing your lineages. Since this type of DNA is passed through that entire line of ancestors, you want to have those ancestors gathered together so it’s easy to find someone who has descended from any of those ancestors in that lineage appropriately.

For Y-DNA, that means each direct male line, and for mitochondrial DNA, that means every matrilineal line.

Lineage Spreadsheet

In my Ancestor Birthday Spreadsheet, where I track pertinent information about each of my ancestors individually, one row per ancestor, I created a lineage sheet for mitochondrial DNA and another one for Y-DNA. If you don’t want to create a spreadsheet, you can always make a chart or list.

It’s easier to recognize Y-DNA testing candidates because the surname (generally or often) doesn’t change.

Surnames generally do change in each generation in mitochondrial lineages.

Everyone can test their own mitochondrial DNA, so let me start with the tester (me) as an example. If I test my mitochondrial DNA, the results automatically apply to my ancestors in my direct matrilineal line – or lineage.

So, one test represents a dozen of my direct-line maternal ancestors. Your test represents however many ancestors you have on your direct matrilineal lineage.

Beginning with my mother, I’ve been able to track my matrilineal line beyond the six generations shown in my desktop genealogy software.

For purposes of clarity, while only six generations are displayed here, the entire lineage continues with Anna Elisabetha Mehlheimer on the next page. That line includes each female, mother-to-mother, as far back as I can go, consisting of all 12 generations.

I’ve entered all of those ancestors into their generational position in the first row on the Lineage Spreadsheet that begins with me.

Click any image to enlarge

The entire spreadsheet looks like these first few rows. I don’t expect you to read the small print. I just want you to get the idea so that you can follow the process.

The entire mitochondrial lineage of each “first of line” ancestor is shown in the “Upstream” generation columns at right. In other words, the person closest to current in the lineage is listed by last and first name (me), and all of their mitochondrial lineage ancestors are shown to their right.

My mother, Barbara Jean Ferverda is shown in the column “Upstream 1”, because she is one generation upstream from me, or the ancestor listed at far left. “Upstream 2” is her mother, Edith Barbara Lore, and so forth.

The haplogroup, once discovered, applies to ALL of those people – the entire lineage. Those ancestors don’t need to be shown on the spreadsheet again because you’ve checked them off the list when you find someone to represent all of them. Of course, in this case, that person is me.

My mitochondrial DNA represents 12 known generations, and countless unknown ones, some of which may yet be discovered. But there are other lineages that I need to discover that I can’t personally test for.

Identifying Lineages That You Need

I created this fan chart in my genealogy software and placed a red star for each pink mitochondrial DNA line that I need – beginning with the “first of line” ancestor. For example, Ollie Bolton is my “first of line” ancestor whose mitochondrial DNA represents all of her direct-line matrilineal ancestors.

Of course, each generation back in time provides more ancestors whose DNA we need – including each male who carries the mitochondrial DNA of his mother.

By the way, if I only have a partial haplogroup from either an autosomal test that provides base haplogroups, or a predicted haplogroup from an older HVR1 or HVR1/2 test, I leave them in the “need” category. In other words, I’m still seeking a full-sequence tester.

I started with each female in my tree and created their lineage backward in my spreadsheet.

More Distant Ancestors in Your Tree

My genealogy software shows a maximum of 6 generations on one page.

When I reached the point in my tree where I needed to go to the “next page,” other lineages began there. I began losing my place, so I color-coded the lineages in my spreadsheet so I could identify them at a glance. Additionally, the red-colored text indicates that the line begins with a female, and the black text means that the line “bookmark” begins with that man’s mother. Remember, every man had a mother whose mitochondrial DNA we need as part of that family’s story.

The “bookmark” ancestor is the person where I was when I advanced to the next “page” in my genealogy software, so I don’t lose my place.

You can see that Johanna Fredericka Ruhle is the bookmark ancestor for Maria Margaretha Krafft. Johanna Ruhle’s direct line is listed in the Upstream columns for her, and Maria Margaretha Krafft’s direct line is listed in the upstream columns for her. Please note that Maria Margaretha Krafft is NOT in the direct matrilineal line for Johanna Ruhle, but a different lineage that I need.

In my desktop genealogy software, Johanna Fredericka Ruhle is the last person in her line on page one. She’s the bookmark that leads to the next page, so I need to begin with her on page 2.

Now Johanna is the first person on the next page, with her pedigree chart showing. You can see that Johanna’s OWN mitochondrial lineage continues through Margaretha Kurtz (red arrow), but this page also includes 11 NEW mitochondrial lineages that begin with a female in each line.

Maria Margaretha Krafft’s lineage is labeled as #11 here.

If your bookmark or “page turn” individual is a male, then he goes in your bookmark field so you can figure out how to get that lineage in the first place. Bookmarks are kind of like breadcrumbs.

You don’t need to worry about “page 2” and more distant if you are just beginning.

However, this process will encourage you to check each end-of-line individual. As you search, you’ll know that when you find descendants of any one of these people, their mitochondrial DNA test will represent all of the ancestors in that entire lineage.

Find One, Get the Entire Dozen! BOG12

BOGO might be an American saying, and it means Buy One Get One, so essentially two for the price of one. In my case, it was buy one test, get information for 12 ancestors, or BOG12.

So, find one tester/haplogroup and get that information for the entire lineage! In my case, I got 12 for the price of one.

In Johanna Fredericka Ruhle’s case, she is the grandmother of Evaline Miller, my mother’s grandmother. Evaline Miller’s line includes 8 generations, so when I found someone who carried Evaline’s mitochondrial DNA, it applied to all 8 generations of her direct matrilineal ancestors – BOG8. The great news is that it doesn’t have to come from a descendant of Evaline herself, it can come from a direct female descendant of, say, Margaret Elisabeth Lentz, or her mother, Johanna Fredericka Ruhle – or more distant in the tree.

More distant ancestors may have more descendants that carry their Y-DNA or mitochondrial DNA.

You can see that in my desktop software (and only there,) I’ve added Evaline’s mitochondrial haplogroup as a middle name. I don’t ever do this in a public tree because it confuses the search algorithm. Besides that, haplogroup names evolve and change over time as the phylogenetic trees become more specific.

Follow That Line

For purposes of this exercise, let’s use one of my lineages to see if I can find someone who descends appropriately from either that ancestor, through all females to the current generation, or from any of her matrilineal ancestors upstream.

Let’s use Curtis Benjamin Lore’s mother as an example. His mother was Rachel Levina Hill, so that lineage begins with her since only females pass mitochondrial DNA to their offspring.

I’m going to search for someone who carries the mitochondrial DNA of Rachel.

Rachel is the fourth generation back from me, and according to my lineage spreadsheet, there are a total of 11 generations from me to the last person in her direct mitochondrial lineage.

  • Rachel Levina Hill – (born 1815 Addison Co., VT, died after 1870 Warren Co., PA, married Antoine “Anthony” Lore)
  • Abigail “Nabby” Hall – (born 1792 Mansfield City, Tolland Co., CT, died 1874 Waukegan, Lake Co., IL, married Joseph Hill)
  • Dorcas Richardson – (born 1769 Willington, Tolland Co., CT, died c 1840 Addison Co., VT, married Gershom Hall)
  • Dorcas Eldredge – (born 1739 Mansfield City, Tolland Co., CT, died 1772 Willington, Tolland Co., CT, married James Richardson)
  • Abigail Smith – (born 1718 Massachusetts, died 1793 Willington, Tolland Co., CT, married Jesse Eldredge)
  • Abigail Freeman – (born 1693 Eastham, Barnstable Co., MA, died 1737 Wellfleet, Barnstable Co., MA, married Samuel Smith)
  • Mary Howland – (born 1665 Dartmouth, RI, died 1743 Eastham, Barnstable Co., MA, married Nathaniel Freeman)
  • Abigail (surname unknown) – (born about 1635, married October 1656 to Zoeth Howland)

In order to obtain Rachel Levina Hill’s mitochondrial DNA, I need to find someone who descends from either her or her matrilineal lineage ancestors through all females to the current generation, which can be male. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

In order to be “safe,” meaning less likelihood of a genealogical error, I prefer to find two descendants through different children who match each other. However, to begin, I’m always happy to locate any one descendant. They may match someone from this line who has already tested.

This is a good place to insert a cautionary note about the accuracy of other people’s genealogy. Always verify as best you can that the person you’re relying on for a critical test actually descends appropriately from the ancestor whose DNA you seek.

Autosomal Match List

When searching for testers, I always check my own autosomal match list first to be sure someone with that surname or who descends from that ancestor isn’t already lurking there. That includes both ThruLines at Ancestry and Theories of Family Relativity at MyHeritage.

It’s not always easy to tell because, at most vendors, you can’t search for (mitochondrial or other) matches by ancestor.

However, I enter the various surnames, beginning with the closest first, to see if maybe the right person is already there. The further back in time, the less likely you’ll have an autosomal match from any ancestor.

After you view one of your matches’ trees and determine that they are NOT an appropriate tester for what you seek, be sure to make a note on that match so you don’t check over and over again. You can make notes at every vendor on your matches.

FamilyTreeDNA Projects

If you’re searching for a particular surname, especially a Y-DNA lineage, checking the surname Group Projects at FamilyTreeDNA is always a wonderful first step to see if someone has already tested.

You can check group projects for surnames here.

Unfortunately, due to generational surname changes, surname projects often aren’t relevant to mitochondrial DNA lineages, although there are some lineage projects. If your ancestor is connected to a particular group of people, like the Acadians, for example, you can search or browse that group. The Acadian project and some others have both mitochondrial DNA and Y-DNA pages.

The Group Project search results will show any project where the administrators have entered that surname as potentially of interest to that specific project, so always check that resource.

WikiTree

Next, I go to WikiTree. If someone enters their mitochondrial DNA information, WikiTree propagates it through the tree to the appropriate descendants and ancestors. I love this feature.

Let’s see what we find for Rachel Levina Hill.

Look here!!!

Tim Prince has entered his mitochondrial DNA haplogroup, which was automatically associated with Rachel. It’s my lucky day. She is haplogroup H2a2a1e.

I can click through to Tim and view his tree.

Sure enough, Tim’s ancestor is Bathshua Smith, the sister to my Abigail Smith, four generations upstream from Rachel Levina Hill.

How cool is this?!!!

If no one is listed for Rachel’s mitochondrial DNA, I can click on the Descendants link on any ancestor, then click on DNA Descendants.

Next, click on which type of DNA you’re looking for.

At this point, I’d suggest contacting the profile owner or checking your autosomal matches for people with these surnames—in this case, Wickwire or Chain. You can also view the entire descendants list, which I’ve truncated here for brevity.

Relatives at RootsTech

While you can check WikiTree anytime, you can only access Relatives at RootsTech for a short time, typically about a month before and after RootsTech  – which means right now. Signing up for free virtual attendance works just fine as your key to accessing Relatives at RootsTech.

I wrote about Relatives at RootsTech here. Once you’re set up, you can access your list of cousins attending RootsTech by:

  • Location
  • Ancestor
  • Family Line

By selecting “Ancestor,” I can see who is attending that descends from Rachel Hill, according to the FamilySearch tree. Scanning further down the list, I see her mother, Abigail “Nabby” Hall. Two people descend from Rachel, while 3 descend from Abigail.

By clicking on “Relationship,” you can see how you and that person are related. In this case, what I’m really interested in is how they descend from Rachel Lavina Hill.

Rachel contributed her mitochondrial DNA to her son, William, but he didn’t pass it on, so that mitochondrial DNA line stops right there. If it hadn’t stopped there, it would have stopped a few generations later with another male – Gladys’s son.

Any male in the line is a blocker for mitochondrial DNA, unless it’s a current generation tester who descends from all females.

Sometimes, when the line is interrupted by a male in the last couple of generations, it’s worth reaching out to that cousin to see if they know of anyone who descends appropriately. Ask if the last female in the line has daughters or sons who are still living and might be willing to test – or if their daughters had children and so forth.

Each Relatives at RootsTech selection shows a maximum of 300 people, but you can choose the applicable grandparent’s family line to see 300 people in that line. You’ll need to click through each person to see how they descend, but that’s fine because you have 300 opportunities for success!!

Check back, too, because more people register up to and even during RootsTech.

Create Those Lineage Spreadsheets

Now, we’re back to why creating those lineage spreadsheets is essential. I don’t know about you, but I can’t remember exactly how family members descend from each other beyond 3 or 4 generations.

I actually need a tester from my paternal grandmother’s line, so I’m focusing on that line for this next example.

When I look at the list of who is related to me through my paternal grandmother’s line, I want that spreadsheet readily available, so I know precisely which lineages I need to find cousins to test for both Y-DNA and mitochondrial DNA.

I have a partial haplogroup for Ollie Bolton based on a very old HVR1 test. There is no DNA left to upgrade, and the tester is deceased, so I need to find someone else.

I’ve made a list of all of the women in that lineage. Unfortunately, it’s pretty short.

  1. Ollie Florence Bolton – (1874 born Hancock Co., TN, died 1955 in Chicago, married William George Estes)
  2. Margaret N. Claxton or Clarkson – (1851-1920 Hancock Co., TN, married Joseph Bolton)
  3. Elizabeth “Bettie Ann” Speaks – (1832 Lee County Va, died 1907 Hancock Co., TN, married Samuel Claxton/Clarkson)
  4. Ann McKee – (1804/5 Washington Co., VA, died 1840/1850 Lee Co., VA, married Charles Speak)
  5. Elizabeth (surname unknown) – (born about 1768, died 1839 Washington Co., VA, married Andrew McKee)

I’m brick-walled, so if I can obtain Ollie’s mitochondrial DNA, through matching, I may be able to identify Elizabeth, Ollie’s great-great-grandmother. This line is one of my most frustrating, and mitochondrial DNA testing and matching hold a lot of promise for giving Elizabeth a surname and parents.

I’ve already checked my matches and WikiTree, so I’m going to see if any of the “Family Line” Relatives at RootsTech descend through all females.

I have 300 opportunities to find a tester.

As more people sign up, the most distant cousins will roll off the list, so start at the bottom.

Cross your fingers for me!

DNA Testing Scholarships

If I find someone, the first thing I’ll ask is if they have taken any kind of DNA test. If so, where? Then, I’ll ask if they have taken a mitochondrial DNA test at FamilyTreeDNA and explain why that’s important and what it can potentially do for us.

If yes, I’m golden because the next question will be about their haplogroup, and I’ll invite them to join a project that I manage so I can view the results.

If the answer is no, but they’ve tested their autosomal DNA elsewhere, I’ll invite them to upload for free and join the project. You can also establish a private family project for this purpose, if you wish.

I tell them I have a DNA testing scholarship for someone who carries that DNA lineage. I explain that with the scholarship, the test is entirely free, including postage, and that they’re in complete control of their kit and results. All I ask is some level of access.

I always explain the results when they arrive. I’ve never had anyone object to this arrangement, and often we research collaboratively. I’ve met wonderful cousins this way.

Get Started!

Whose Y-DNA or mitochondrial DNA do you need to find?

Make your lineage spreadsheet or chart, and take this opportunity to find a testing candidate and learn more about your ancestors! Not just one at a time, but entire lineages.

They are waiting for you!

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FamilyTreeDNA’s New Matrix Shows How Your Matches Are Related to Each Other

Click on any image to enlarge

FamilyTreeDNA’s new reworked Matrix includes relationships, in other words, how your matches are related to each other. But there’s more. It also includes the number of shared segments and the number of cMs shared between your matches.

You can then push those matches through to the chromosome browser to see exactly which segments overlap between you and your matches.

This is a game-changer!!

Why Are These Features Important?

For genealogists, knowing how your matches are related to each other, or not, is a HUGE clue about your common ancestor. Clusters of people who match each other are an important road sign directing you to a specific ancestor who contributed the same DNA segment or segments to all of you.

FamilyTreeDNA just released several VERY cool updates for their Matrix comparison tool. Plus, you get to select a group of 10 people to compare.

The purpose of the Matrix tool is to select Family Finder autosomal matches who are then displayed in a grid matrix for comparison, showing if and how those matches match each other.

Specifically:

  • Do your matches match each other?
  • What is their estimated relationship to each other?
  • How many segments of DNA do they share with each other?
  • How many cMs (centiMorgans) of DNA do they share with each other?

You can then push 7 matches through to the chromosome browser to see if they match on any of the same segments.

Automated Triangulation

If you are comparing bucketed (maternal or paternal) matches, or matches known to belong to the same side of your tree, the shared segments are automatically triangulated.

How cool is this?!!!

Keep in mind, though, that you may be related to someone through multiple ancestors, and they could be from both parent’s sides, so pay attention to the ancestral segment history.

Remember, every segment has its own unique history.

Let’s step through the new Matrix features and see how they work.

Select the Matrix

Navigate to the Matrix tool under “See More” under Autosomal DNA Results and Tools.

Under “Select Matches” you can select “All Matches” to choose from all of your matches, or you can select a grouping of matches to be displayed in the menu, below.

These groupings are shortcuts for you so you don’t have to pick everyone individually. You can also search for a name.

Click on the individuals you want to compare in the Matrix. The people you’ve selected from the group, at left, will appear in the box, at right. That’s who will be compared to each other.

Next, select which type of data will be compared.

I’m selecting “Close Relatives” for this example and “Relationship range.” First, I added my mother so I could see who matches with her.

Then I added the rest of the people I want to compare. In this case, I’ve added my closest matches, even though they are from both sides of my tree.

Relationship Range

I’ve selected “Relationship range,” which will show me how my matches estimated relationships to each other.

Based on the identity of these matches, and how they match each other, I can now determine their ancestral connection.

If I didn’t know who was related maternally and paternally, this grid would remove all doubt became I’m comparing to one of my parents.

If you don’t have a parent, adding close, known relatives on one or both sides will help immensely.

Be sure to make notes about what you’ve discovered on your matches page, and paint to DNAPainter if that’s how you’re tracking your segments to ancestors.

Number of Segments Shared

Now, I’ve selected “Number of segments shared” to compare the same group of people.

You can see the number of shared segments between Mom’s matches. Donald and Cheryl are full siblings.

The display shows how these people match Mom, and each other.

Melissa is Mom’s paternal second cousin. I was able to piece this together with the help of how she matches Mom and Mom’s known paternal first cousins, Cheryl and Donald.

Total cMs Shared

Next, I’m selecting “Total cMs shared” for comparison.

Looking at the number of shared cMs, even if I didn’t know that Donald and Cheryl were full siblings, I would now.

You can also push these through to the chromosome browser. I’ll illustrate in a minute.

Bucketed or Parental Side Matching

My favorite groupings for the new Matrix are the bucketed, meaning parental or maternal “side” matching.”

When your matches are already bucketed, thanks to having linked known matches to their profile card in your tree, the system does a lot of the “side” work for you behind the scenes.

When you select “Maternal, “Paternal” or “Paternal and Maternal” matches, the people who have been bucket to either side, or those related to you on both sides, are listed in the selection box.

I’m selecting 7 of my maternal bucketed matches because I’m going to push them through to the chromosome browser for additional evaluation. I’m not including my mother because I already know these people are related to both me and her, because they are bucketed maternally.

They’re compared in the various matrix configurations.

From the Shared cM comparison table, I can easily click to display matches in the chromosome browser.

If you’re comparing more than 7 people, you’ll need to reduce it to 7. I excluded my Mom because I already know she matches all of them.

Click on the Compare Chromosome Browser at the bottom for the 7 people selected.

I know that cousin Charles descends from Mom’s paternal Lentz line, and has no other connection, so I know that these other cousins who also match me on that same segment are also from Mom’s Lentz line.

I can also tell that the shared segments on chromosome 1 are from Mom’s maternal Lore line.

Shown here are the common ancestors in Mom’s pedigree chart. They are 4 and 5 generations back in time for me.

Look how easy that was!

I love this new Matrix tool.

Triangulation

Because three or more people, including me, match on the same segments, this means they also triangulate.

In the example above, we have two distinct triangulation groups. I’m only showing chromosomes 1-3 for illustration purposes, but there are also more triangulation groups on the other chromosomes. If I add other people, new triangulation groups will form!

Of course, these are my maternal bucketed matches, so I’m safe to reach that conclusion. If my father’s matches were also loaded here, I would have to check the matrix and see if these people also matched each other before I could determine that they triangulate.

Check Your Matches and Upload

Be sure to upload any tests to FamilyTreeDNA that you manage at other vendors, and encourage your cousins to upload too.

This combination of features is unique to FamilyTreeDNA. The more relatives you have available to match, especially when you already know the common ancestor, the better. Be sure to link your matches to their placard in your tree so that FamilyTreeDNA can do the bucketing for you.

Even if you don’t link people, you can still benefit greatly from the new matrix tool by just having your DNA available for matching. The matrix will help you sort out matches and identify who is related to whom, and how.

Take a look! What are you discovering?

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If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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Welcome to 2025! – Opportunities and New Genetic Genealogy Articles

It’s a new year with new opportunities. Lots of ancestors to find and others to confirm.

For me, the best part is actually learning about my ancestors’ lives. If you’re a subscriber, I’m sure you’ve already noticed that.

These adventures and misadventures are what inspire my blog articles. What works well, what doesn’t and how to use multiple tools to unveil more about our ancestors.

That’s what motivates me. I hope it motivates you, too.

New Articles in the Works

I’d like to share some of the articles and educational events I have planned for 2025, then ask what topics you’d like to see.

Articles on the drawing board include:

  • MyHeritage DNA File Download Instructions Update
  • Mitotree – when released
  • Mitochondrial Discover – when released
  • Genealogy Proof Series – The series continues with autosomal, Y-DNA, and mitochondrial DNA proof.
  • The Forest of the Trees – Lots of different kinds of trees for both Y and mitochondrial DNA at FamilyTreeDNA. How to use them, for what, and when. This will probably be written as a series.
  • New features and developments from vendors as they occur
  • Acadian Ancestors – I hope to complete my Acadian 52 Ancestors articles. For those who don’t know, “52 Ancestors” is a challenge to write about one ancestor each week for a year. You can sign up with Amy Johnson Crow here to learn more and receive weekly prompts. It’s fun and allows you to focus on one ancestor at a time, and the history that occurred in their lifetime.

Other Learning Opportunities

In addition to those articles, I’ll be at RootsTech in person presenting:

  • DNA Academy – the 2025 version, soup to nuts
  • DNA for Native American Genealogy
  • Reveal Your Maternal Ancestors and Their Stories Using Mitochondrial DNA
  • Guide to FamilyTreeDNA – Using Y-DNA, Mitochondrial DNA, Autosomal, X-DNA and Associated Tools

I’ll also participate in other educational events with Legacy Family Tree Webinars, WikiTree, the North Carolina Genealogy Society, and FamilyTreeDNA. I’ll provide more information about them later.

Finding Information

Remember, you can always use a keyword search on this blog to find any topic I’ve written about previously.

Also, Google’s AI has apparently trained itself using my blog articles, as have a couple of other AI tools. I know this because my blog comes up as a resource when I google questions. You can try that, too.

Your Turn – What Do You Want?

There are always new topics, new features, or different ways to explain things.

  • What would you like to see covered in 2025?
  • Are there any hot genetic genealogy topics that you’d love to learn more about?

Please make your suggestions in a comment on this article.

Here’s wishing you a wonderful 2025 with lots of ancestor discoveries.

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Share the Love!

You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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2024 Retrospective – Plus New Color Version of Complete Guide to FamilyTreeDNA

I hope 2024 was a great year for you.

2024 was an amazing year that included the release of my new book, Complete Guide to FamilyTreeDNA, and two genealogy-focused trips. I was also able to use Y-DNA to extend multiple paternal lines and break down a mitochondrial brick wall. It hardly gets better than this, but I have a focus list for 2025 already – and I hope you do, too.

But before we move on to 2025, let’s take a look at what was popular in 2024. Did you miss anything? Now is a great time to review, and I’ve assembled a list of this year’s top ten articles for you.

2024 in Review

Each year, I look back at my blog’s end-of-year statistics to see which articles were the most popular. I published 75 articles in 2024, which is an article about every four and a half days.

The Top 10 List isn’t just compiled from this year’s new articles, but the top 10 articles read this year from all 1738 articles that I’ve published over the past 12.5 years. I’ve noted the publication year by the article name.

Four of this year’s top 10 also fall in the all-time top 10. Of course, articles that have been published longer have more time to accrue views.

Article 2024 All Time
Concepts – Calculating Ethnicity Percentages (2017) 1 2
442 Ancient Viking Skeletons Hold DNA Surprised – Does Your Y or Mitochondrial DNA Match? (2020) 2
Ancestral DNA Percentages – How Much of Them is in You? (2017) 3 5
Proving Native American Ancestry Using DNA (2012) 4 1
23andMe Trouble – Step-by-Step Instructions to Preserve Your Data and Matches (2024) 5
DNA Inherited from Grandparents and Great-Grandparents (2020) 6
Ancestry’s ThruLines and Shared Matches Now Require a Subscription (2024) 7
Native American Mitochondrial Haplogroups (2013) 8 10
FamilyTreeDNA Tree Integration with MyHeritage – Step-by-Step Instructions (2024) 9
Y-DNA: Step-by-Step Analysis (2020) 10

Consistently, Native American DNA, ethnicity, and inheritance prove to be overwhelmingly popular topics. This probably explains the success of my book, DNA for Native American Genealogy. It’s timeless, and there are always new people searching! Thank you to everyone who has purchased it.

Of course, articles about this year’s announcements in the genetic genealogy world are always popular. The articles that didn’t make the Top 10 List but are in the 11-20 category include articles from RootsTech, two more Native American articles,  determining full or half-siblingspedigree collapse, the Washington family burial article, plus one about my Acadian ancestors and their DNA.

Thank you to everyone who subscribes, reads, and comments. Please share this article or site link with another genealogist who you think might benefit. As you know, it’s easy to subscribe and completely free.

You can also search for keywords in articles throughout the year to answer questions when you see them on social media or elsewhere. It’s easy and educational to post or send an article link.

Complete Guide to FamilyTreeDNA – Now Available in Color

Are you ready for a good laugh?

As I was reviewing these articles, I thought to myself, “where’s the announcement of the new color version of my book, “The Complete Guide to FamilyTreeDNA”?

I literally forgot to publish that article. How could I?? I mean…seriously. (My excuse is that I was traveling, plus conferences and back-to-back hurricanes.)

So, here’s the (slightly late) mini-announcement.

Initially, in May, The Complete Guide to FamilyTreeDNA was released in a full-color e-pub version, which is available from the publisher here. You can take a look at the table of contents here.

That was followed shortly by the release of the black and white print version, available in the US from the publisher, here, and worldwide from your country’s Amazon. Selling outside the US through Amazon removes the issues of expensive international shipping, VAT tax, and customs, which significantly increases the cost of the book and delays its delivery.

The decision was made to publish initially in black and white due to printing costs, but lots of people requested a color book.

For those who have already purchased the black-and-white version, the publisher has provided a free downloadable PDF with 26 of the most critical pages in color. We really had no idea that people would be eager to purchase a color version, but that has proven to be the case, and we didn’t want earlier purchasers to be disappointed.

Drum Roll

You spoke, and we listened.

In the fall, we released a full-color print-on-demand version of The Complete Guide to FamilyTreeDNA. Again, in the US, the book is available from the publisher, here, and at Amazon elsewhere.

This book truly is comprehensive and includes both DNA education, along with how to use the FamilyTreeDNA tools, many of which are unique in the industry. For example, no other vendor offers either Y-DNA or mitochondrial DNA testing and matching.

You don’t know what you don’t know, and I encourage you to find out!

Thank You!

Thank you so much for your ongoing support. Twelve years strong, going on 13.

Be thinking about what you’d like to see in 2025, because I’m going to be asking you tomorrow!

_____________________________________________________________

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Here’s the link. Just look for the black “follow” button on the right-hand side on your computer screen below the black title bar, enter your e-mail address, and you’re good to go!

In case you were wondering, I never have nor ever will share or use your e-mail outside of the intended purpose.

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Share the Love!

You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

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Leave No Stone Unturned, No Ancestor Behind: 10 Easy Steps to Capture DNA Clues

There’s a lot, a whole lot that DNA testing can tell you. Not just your own tests, but the genetic information carried by your relatives that you do not.

Recently, I’ve been reviewing my brick walls, which led me to realize there are several ancestors who are missing their mitochondrial DNA and/or Y-DNA  results. I need these to learn more about my ancestors that can’t be revealed any other way – and to break down those pesky brick walls.

I’ve solved two mysteries recently, one thanks to a Big Y-700 test, and a second very unexpectedly thanks to mitochondrial DNA – both thanks to cousins who tested. These revelations were very encouraging, especially since there’s no way other than DNA for me to break through these brick walls. The mitochondrial test had been sitting there, waiting for what seemed like forever until just the right other person tested.

I am in the process of unlocking several brick-walled ancestors by providing testing scholarships to people who are appropriately descended from known ancestors in those lines.

Don’t leave information on the table. If I were to tell you there even MIGHT be a book available about your family, you’d overturn Heaven and Earth to find it – but you don’t need to do that. All you need to do is order DNA tests for cousins.

All cousins can provide useful autosomal DNA results, but you do need to find appropriate cousins for Y-DNA and mitochondrial DNA testing.

I’m sharing the steps for how I accomplish this! You’ll be amazed at what’s out there – and someone may already have tested!

Take Advantage of the Holidays

I’m sharing NOW because it’s the holidays and you’re likely to gather with people you don’t see any other time – and because the best sale of the year for both Y-DNA and mitochondrial DNA lasts from now through the end of the year.

These two factors combined mean strike while the iron is hot.

Prices for new tests and bundles are at an all-time low.

If you or your relatives have already taken a lower-level test, now is the time to upgrade to either the Big Y-700 or the mtFull Sequence test.

Step 1 – Test Yourself and Your Known Family

If you’re a male, order both the Big Y-700 test and mitochondrial DNA tests.

Be sure to click on “See More” for more useful tools.

When you receive your results, be sure to click on all of the tabs in your results, and do the same by clicking through to Discover from your account. Discover has 13 more goodies for you to help with your genealogy.

Both your personal page and Discover are essentially chapters of your own personal book about your DNA results. 25 very interesting chapters, to be precise, that are uniquely you.

I’ve written about understanding Y-DNA results here, and mitochondrial results here. My book, Complete Guide to FamilyTreeDNA, covers both along with Discover.

Discover provides robust information for Y-DNA haplogroups. If you’ve taken a Big Y-700 test, you’ll want to click through from your page to receive additional, personalized and more robust information than is available through the free public Discover tool. That said, the public version of Discover is an amazing tool for everyone.

After the new Mitotree is released for mitochondrial DNA, mitochondrial haplogroups will be available in Discover too.

I can’t even begin to stress how important these tools are – in particular the Time Tree, the Group Time Tree for members of group projects, and the Match Time Tree for your own matches.

Who Can Test For What?

Once you’ve tested yourself, you will want to take a look in your pedigree chart at branches further up your tree to see who can be tested to represent specific ancestors.

Let’s begin with my father’s side.

A mother contributes her mitochondrial DNA to all of her children, so your father carries the mitochondrial DNA of his mother.

If you’re a female, and your father is available to test, you’ll want to test BOTH his mitochondrial DNA and Y-DNA, because there’s no way for you to obtain that information from your own test. Females don’t have a Y chromosome, and men don’t pass on their mitochondrial DNA.

If you’re a male, you can test your own mitochondrial DNA and Y-DNA, but you’ll need to test your father’s mitochondrial DNA to obtain his mother’s. You might still want to test your father’s Y-DNA, however, because you may discover a personal family haplogroup. How cool is that??!! Your own tiny branch on the tree of mankind!

Your father’s mitochondrial DNA provides you with mitochondrial matches and haplogroup information for your paternal grandmother – in this case, Ollie Bolton.

If your father and his siblings can’t test, then all of the children of your paternal aunts carry your paternal grandmother’s mitochondrial DNA.

If they have no children or they can’t test, then the children of Ollie Bolton’s mother, Margaret Claxton/Clarkson all carry her mitochondrial DNA, and the children of Ollie’s sisters continue the line of descent through all daughters to the current generation.

The male children of Joseph “Dode” Bolton and Margaret Claxton carry his Y-DNA. Fortunately, that’s not one of our missing haplogroups.

Yes, you may have to climb up your tree and climb down various branches to find a testing candidate.

One of the reasons I’m using this example is because, while I have a high-level haplogroup for my grandmother, Ollie Bolton, we need a full sequence tester – and I’m offering a mitochondrial DNA testing scholarship for anyone descending from Margaret Claxton (or her direct female ancestors) through all females to the current generation, which can be male.

Ok, now let’s switch to the maternal side of your tree.

On the other side of your tree, your maternal grandfather or your mother’s brothers will provide the Y-DNA of your mother’s father’s line. Your mother’s uncles or their sons will provide your grandfather’s Y-DNA line, too. In this case, that’s John Whitney Ferverda, who carries the Y-DNA of his father, Hiram Bauke Ferverda/Ferwerda.

Your maternal grandfather or his siblings will provide the mitochondrial DNA of their mother, Evaline Louise Miller.

If they are deceased or can’t test, for mitochondrial DNA, look to the children of Evaline Miller’s daughters or their descendants through all females to the current generation, which can be male.

And yes, in case you’re wondering, I do need Evaline Miller’s mitochondrial line too and am offering a scholarship.

You might have noticed that I’ve been inching my way up my tree. All of my immediate relatives have passed over already, so I’m now looking for testers that I don’t know but who I’m related to.

If you’re seeing family members anytime soon, figure out if their Y-DNA, mitochondrial DNA, or autosomal DNA would be useful for your common genealogy. Take advantage of the opportunity.

Next, you’ll want to figure out which ancestors need haplogroups and locate appropriate cousins.

Step 2 – Identify Ancestors Who Need Haplogroups

Peruse your tree to determine which of your ancestors you need haplogroup information for. To make it easy, on my computer, but never in a public tree anyplace, I store the haplogroup of my ancestor as a “middle name” so I can easily see which ones I have and which ones I need. Sometimes, I have a high-level haplogroup and either need a new tester or someone to upgrade.

Sometimes, I have one tester from a line but need a second for confirmation.

In this example, I’m not missing confirmation on any Y-DNA haplogroups (although I am further upstream on different lines,) but I do need four different mitochondrial DNA lineages.

For easy reference, make a list of all of the lines you can’t confirm with two testers from different children of the same ancestor.

You just might get lucky and discover that someone has already tested!

Step 3 – Check FamilyTreeDNA Projects

Check FamilyTreeDNA Projects to see if someone has already tested to represent those ancestors on your list.

Click here for the Group Project Search. It’s located at the very bottom of the main FamilyTreeDNA page in the footer.

I’m going to use Estes as an example since I’m the volunteer administrator of that project and am very familiar with the lineages.

I’m searching for projects that include the surname Estes.

The projects displayed on the list are projects where the volunteer administrators listed Estes as a possible surname of interest. It doesn’t mean those projects will be of interest to everyone or every line with that surname, but evaluate each project listed.

You probably want the surname project, but if there’s not a surname project for your surname, try alternate spellings or consider checking other projects.

You can see at the bottom that 384 people of both sexes by the surname of Estes have tested at FamilyTreeDNA.

Now, let’s look at the Estes project. Note that not everyone with the Estes surname has joined the Estes project.

I’ve clicked on the “Estes” link which takes me to an additional information page where I can read a description and click to view the project.

For the Estes project, you do not have to join to view the results. Nor does your surname have to be Estes. All Estes descendants of any line are welcome. Everyone can benefit from the Advanced Matching within project feature to see who else you match within the project by selecting a wide range of individual and combined filters.

Click on the Project Website link shown in the search results.

If you’re searching for a male Estes ancestor, you’ll want to review the project’s Y-DNA Results and the Group Time Tree, for sure, and possibly the Map as well.

Let’s pretend I’m trying to determine if anyone has tested who descends from my ancestor, Abraham Estes, the founding Estes ancestor in Virginia who arrived in the mid-1600s.

In the Estes project, the volunteer administrator has divided the Estes male participants by sons of Abraham, the immigrant. Only three are shown here, but there are several.

Some of the participants have completed their Earliest Known Ancestor information, in the red box. Sometimes people don’t think to update these when they make breakthroughs.

If you descend from Abraham’s son, Sylvester, three men have taken the Big Y-700. That’s the test results you need.

If you descend from Abraham’s son, Abraham, no project participants have taken the Big-Y test to represent that line, although six people have tested, so that’s great news. Maybe you can offer an upgrade scholarship to one or some of those men.

In other words, to establish the haplogroup for that lineage, at least two men need to test or upgrade to the Big Y-700, preferably through two different sons of the common ancestor. A new, more defining haplogroup is often formed every two or three generations for Y-DNA.

Your genetic pedigree chart looks a lot like your genealogy pedigree chart.

Click any image to enlarge

The project Group Time Tree shows selected groups of men who have taken Big Y tests, along with their Earliest Known Ancestor, if they’ve provided the information. This is one of the reasons why the Big Y-700 is so critically important to genealogy. The time granularity is amazing and can answer the question of whether men by the same surname descend from the same common ancestor – and when.

If you’ve taken a Family Finder autosomal test at FamilyTreeDNA, or uploaded an autosomal file from another vendor, you may match one of these men or another male that descends from the Estes line if they, too, have taken an autosomal test.

This same process applies to mitochondrial DNA, but generally surname projects aren’t (as) relevant for mitochondrial DNA since the surname changes every generation. However, sometimes other projects, such as the Acadian AmerIndian Project are quite beneficial if you have Acadian ancestry, or a geographic or regional project like the French Heritage Project, or something like the American Indian Project.

Another great way to find testers is by utilizing your Family Finder test.

Step 4 – Family Finder at FamilyTreeDNA

The next step is to see if you match anyone with the surname you’re searching for by using your autosomal test results, so select your Family Finder Matches.

At FamilyTreeDNA you’ll want to search your matches by the surname you seek. This surname search lists any tester who has that surname, or anyone who has entered that surname in their surname list. Please note that this search does NOT read ancestors in your matches’ trees. You’ll still need to view trees.

Reviewing the 32 Estes Family Finder matches reveals several men, but one man with the Estes surname has already taken a Y-DNA 25-marker test, so he would be an excellent candidate to offer a Big Y-700 upgrade scholarship. If he’s not interested or doesn’t respond, there are several more men to contact.

Click on your match’s name to display the profile card, along with the Earliest Known Ancestors, both Y-DNA and mitochondrial DNA haplogroups if they have tested, and the assigned haplogroup based on their testing level.

Craft an email and offer a testing scholarship. This will help both of you. I’ll provide a sample email at the end of this article.

If you match a female with an Estes surname, her father, brother, uncle or cousin may either have already tested or be willing.

If you match someone who has a different surname, that means they have an Estes surname in their surname list and may know a potential tester. If your match has a tree, click to check.

I’ve found that matching through a company where you’ve both tested is the easiest way to encourage someone to take an additional test, but certainly, it’s not the only way.

Step 5 – WikiTree

WikiTree is a quick and easy way to see if anyone has taken Y-DNA or mitochondrial DNA test that should reflect a particular ancestor’s Y-DNA or mitochondrial DNA.

I just googled “Moses Estes 1711-1787 WikiTree” and clicked to view.

Each ancestor includes both Y-DNA and mitochondrial DNA information, in addition to people who descend from that ancestor through only autosomal lines.

In this case, two men have provided their Y-DNA results that pertain to Moses Estes. They have tested at different levels, which is why they have different haplogroups. That doesn’t mean either is “wrong,” one is just more refined than the other. You can correlate their kit number with the Estes surname project. People often don’t update their haplogroup information at WikiTree when it’s updated at FamilyTreeDNA.

Please note that if the genealogy is wrong, either at WikiTree or individually, the haplogroup may not reflect the appropriate lineage for the ancestor. Check to be sure that there’s no conflict showing between two testers for the same ancestor. For example, the same ancestor clearly can’t have two different base haplogroups, like E and R. The Discover Compare tool can help you evaluate if two haplogroups are in the same part of the Y-DNA tree.

When possible, it’s always best to test a close family member to represent your lineage even if someone else has already tested.

Scan down the list of autosomal testers for that ancestor to see if there’s someone with the Estes surname.

WikiTree provides additional tools to find descendants.

Sign in to WikiTree. You’ll see the ID of the profile you’re viewing – in this case – Estes-167. Click the down arrow and select “Descendants.”

This view shows all descendants through five generations, but you can click on DNA Descendants to see only Y-DNA descendants, X-DNA, or mitochondrial DNA descendants for female ancestors.

You may find people who are living and have added themselves who you can contact to offer a DNA testing scholarship.

Step 6 – MyHeritage

At MyHeritage, you can also search your DNA matches by surname.

Click on “Review DNA Match” to view more detail, including locations. Look to see if you have a Theory of Family Relativity Match which suggests how you may be related. That’s golden!

There’s no Y-DNA information at MyHeritage, BUT, you can search by surname and view DNA matches that either carry that surname or have that surname in their tree as an ancestor.

I have a total of 75 “Estes” matches, and other than the kits that I manage, searching through my matches shows:

  • Two Estes men connected to the same small tree, but that’s OK, I’m a genealogist!

  • One Estes male match with a Theory of Family Relativity. My lucky day!

You can contact your match easily through the MyHeritage messaging system and offer a DNA testing scholarship at FamilyTreeDNA. You may also want to share your email address.

MyHeritage customers may not be familiar with Y-DNA or mitochondrial DNA testing, so you might want to share this article about the 4 Kinds of DNA for Genealogy.

MyHeritage testers can also upload their DNA file to FamilyTreeDNA for free to receive autosomal matches plus a complimentary mid-range Y-DNA haplogroup. This free haplogroup is not even close to the detailed resolution of a Big Y-700 test, but it’s something, and it may well be an enticing first step for people who are only familiar with autosomal testing.

Step 7 – At Ancestry

At Ancestry, select DNA Matches and then search by surname.

You can search by the surname of the tester, which is very useful, or by people who have Estes in their trees.

I started with the surname Estes, because it’s the most straightforward and I may find a perfect male candidate for Y-DNA. If someone’s “screen name” doesn’t show as Estes, they won’t appear in the results of this search. In other words, if your Ancestry screen name is “robertaestes” you won’t show in this search, but “Roberta Estes” will.

For mitochondrial DNA, you would want to search for the surname in your matches’ trees. Unfortunately, you cannot search for the specific ancestor in someone’s tree, at least not directly.

Of my 19 Estes surname matches, ten are males, and of them:

  • Three have unlinked trees
  • Three have very small linked trees, but I can work on extending those if need be
  • Three have public linked trees AND a common ancestor, which means ThruLines

I can review which ancestor we share by clicking on my match’s name

The Estes side of this man’s tree has only one person and is marked “private,” but Ancestry has suggested common ancestors based on other people’s trees. (Yes, I know trees are dicey, but bear with me.)

It’s also worth mentioning that you can be related through multiple lines. I share surnames from Acadian lines with this man, but that really doesn’t matter here because I’m only using autosomal matching to find an Estes male.

Click on “View Relationship” to see our common Estes ancestor’s ThruLine.

The ThruLine shows how Ancestry thinks we’re related on the Estes line.

I can also click on “View ThruLines” to see all Thrulines for John R. Estes, which shows four additional males, some of which did NOT appear in the Estes surname search, and some of which don’t appear further up the tree. In other words, check all Estes ThruLine ancestor generations.

Don’t rely solely on Ancestry’s surname search.

Go directly to your ThruLines on the DNA menu.

Ancestry only reaches back seven generations, which for me is Moses Estes and Luremia Combs. Moses has 95 matches, but he has been given some incorrect children. Again, for this purpose, it doesn’t matter. Within all ThruLine matches, I found three Estes males who all descend through John R. Estes. Check every generation.

However, Luremia Combs shows promise for mitochondrial DNA descendants. Unfortunately, only two of her daughters are represented in ThruLines, and both of their descendants descend through Luremia’s grandsons. That’s too bad, because I need Luremia’s mitochondrial DNA line.

It’s easy to message your Ancestry matches. You may want to mention that they can upload their DNA file to FamilyTreeDNA for free where they will receive more matches and males will receive a complimentary mid-level Y-DNA haplogroup.

Please note that, in general, ThruLines need to be evaluated very carefully and are prone to errors, especially if you accept Ancestry’s suggestions of ancestors instead of carefully building out your own tree. Regardless, you can still find Estes cousin matches in your match list and by using ThruLines to find people that do not show up in an “Estes” match search.

Step 8 – At 23andMe

At 23andMe, you can search for anyone who either has the Estes surname or has included that surname in their “Family surnames” list. Keep in mind that your matches at 23andMe are restricted to either 1500 if you don’t have a subscripition, or about 4500 if you do have a subscription.

On my match list, I have two males with the Estes surname.

23andMe provides a mid-level Y-DNA haplogroup. You can’t use this to confirm the lineage when comparing with FamilyTreeDNA, especially given that 23andMe provides no genealogy or user-provided tree, but it is a clue.

Both Estes men at 23andMe have Y-DNA haplogroup R-CTS241. You could use this in some cases to potentially eliminate these matches at 23andMe. For example, if men in your lineage in the Estes project are in haplogroup R and your 23andMe matches are showing as haplogroup E, or any other base haplogroup, their common ancestor is tens of thousands of years ago.

Comparing the 23andMe haplogroup, which in this case is about 4500 years old, to contemporary testers who have taken the Big Y-700, which reaches within a few generations, isn’t terribly useful. These matches are extremely useful to identify individuals to reach out to for further information and potentially offer a Y-DNA testing scholarship at FamilyTreeDNA.

Remember, this also applies to females who have included Estes in their family surnames, given that they may have Estes male relatives.

By clicking to view your match, you can see if they have provided Family Background information, including a link to a family tree someplace.

Sometimes, there’s great information here, and other times, nothing.

You can’t verify this lineage without genealogy information.

I suggest leaving a genealogy-focused message, including where they can see your tree in addition to your Estes connection. Also include your e-mail.

You may want to say that if they descend appropriately, you have a Y-DNA or mitochondrial DNA testing scholarship, or you may want to wait to see how they descend. You can also ask if they have already taken a Y-DNA or mitochondrial DNA test at FamilyTreeDNA.

Step 9 – FamilySearch and Relatives at RootsTech

We’re getting ready for RootsTech 2025 which takes place in March. In the month or so before the last two RootsTechs, FamilySearch provided an absolutely wonderful tool called “Relatives at RootsTech.”

I’ve written about this several times, but essentially, you can see, by ancestor, other people who are registered both in-person and virtually for RootsTech, and how they descend.

Here’s an example.

In both years, I’ve found several people who descended from common ancestors AND were very willing to take the relevant DNA test. That’s a huge win-win for everyone.

The best part is that because these people have freshly registered for RootsTech, the reply rate is almost 100%.

I’ll write about this as soon as RootsTech makes it available this year. Fingers crossed that they do!

Step 10 – Social Media

Social media wouldn’t be my first choice to find DNA testers, but I have found perfectly willing cousins this way. You may be less successful on Facebook or other social media platforms, but if you’re striking out elsewhere, there’s absolutely no downside to trying.

You can enter a surname and search on Facebook, but I prefer to do a Google search like “Estes genealogy on Facebook” or even just “Estes genealogy,” which will produce far more widespread information, some of which may be irrelevant.

That Facebook Google search provided the names of two groups. People join groups because they have an interest, and I’ve had good luck in Facebook genealogy groups.

A Search of “Estes” on Facebook itself, then selecting “people” provided a list of Estes Facebook users.

I’ve had far better luck by joining a group that is focused on Estes genealogy, or even a county genealogy group that includes Estes families, than individuals. People who join any Estes group or project likely have an interest in that surname.

If you have a common surname, or there’s a park named after your surname, like Estes Park, you’ll probably want to focus by using Google searches for Estes genealogy.

The Descendants of Abraham Estes Facebook group has 222 members, of whom at least 31 are males with the Estes surname. Facebook just might be an underestimated resource.

If there isn’t a genealogy-focused group for your surname, you might want to consider starting one and encouraging people to join.

It can’t hurt, and it just might help. Before you start reaching out to random people on Facebook, please do a privacy checkup – I wrote about how, here.

Sale Prices

Remember, the sale prices at FamilyTreeDNA for new tests and upgrades last through year-end.

In my experience, it’s best to test as soon as someone agrees. You never know what will happen otherwise. I’ve had people pass away before they could swab. And yes, we’ve done funeral home swabs, too.

There’s no one-size-fits-all, but here’s a rough draft contact letter.

Potential Contact Letter

You’ll want to include several critical pieces of information.

Essentially:

  • Introduce yourself
  • Say their full name on their test AND the testing company in the title of an email. I manage many tests and if I receive an email that says, “Hi, can you tell me how we match” without telling me which person they match, I can’t even begin to answer.
  • Explain your genealogy connection
  • State your purpose in writing
  • Explain how a specific test will help them too
  • Offer to answer questions

Be sure to modify this letter to reflect your own voice and circumstances. You don’t want this to read like a form letter.

Dear cousin (insert their full name here,)

It was so nice to find our DNA match at <company name> (or we share a common ancestor, or appropriate circumstance.) (If you are managing someone else’s kit, say the name of who they match and explain that you manage their DNA kit.)

I descend from (ancestor plus birth and death date) who lived in Halifax County, Virginia and was married to (spouse.) You can view my tree at (insert link that does not require a subscription for viewing unless you match them on that platform. I use MyHeritage because everyone can view their trees)

I would very much like to confirm that our line descends from Abraham Estes (or relevant information meaning your reason for wanting them to test.)

Given that my surname is x (or I’m a female), we need to test the Y-DNA of a male who is descended from (ancestor) through all males to the current generation. (Or mitochondrial DNA descended through females to the current generation which can be male.)

FamilyTreeDNA provides this testing and shows who you match on that specific line using the Y chromosome (mitochondrial DNA).

This testing may connect us with earlier ancestors. Genetics can be used to determine when we share common Estes ancestors with others who test, where we come from overseas, and when. Even if we match ancient DNA samples that may tell us where our ancestors lived before surnames. In other words, where did we come from?

(Include a nice paragraph, but not a book about your ancestral lineage here.)

I have a DNA testing scholarship for someone from this line and you are the perfect candidate. I would like to take advantage of the current sales. If you’re interested, I only need two things from you.

First, permission so that I can order (or upgrade) and pay for the test, and second, an address where to send the test (unless it’s an upgrade). (If it’s an upgrade at FamilyTreeDNA, they can use a stored sample or will sent them a new kit if there’s not enough DNA.)

If you have any questions, please let me know. I’m very excited that we may be able to learn more about our heritage.

Please email me at xxx or call me at xxx if you have questions.

Your name

I know one person who offers to review results over Zoom. Someone else stresses that the tester’s email is attached to their test and they are always in control of their results. Another person asks them to join a project they manage to assure that they can follow their matches over time.

Customize this communication in your own voice and to fit the circumstances of each match.

It’s just me, but since I’m ordering while the tests are on sale, unless the person uploads their DNA file from another vendor, I add on a Family Finder test too and explain why. You never know if they will match you or another cousin, and they may have that match that eventually breaks down the next brick wall. Shared matches are powerful evidence and it’s a lot easier to add that test on now than try to contact them again later.

You Don’t Know What You Don’t Know

Which ancestors do you need Y-DNA or mitochondrial DNA results for? Methodically check each line.

There’s so much to learn. Don’t leave information on the table by virtue of omission.

Leave no stone unturned!

You don’t know what you don’t know.

Who’s waiting out there for you?

____________________________________________________________

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Dave Vance Joins FamilyTreeDNA as Senior VP and General Manager

Great news! Dave Vance has joined FamilyTreeDNA as the Senior VP and General Manager of the FamilyTreeDNA products.

I’ve known Dave for several years as a fellow genetic genealogist, as a fellow group project administrator, and as a fellow speaker at events.

Dave’s interest in genealogy began about the same time as his 30-year career with IBM – a choice that eventually led him to test through the Genographic Project back in 2005. IBM was one of the Genographic partners. That was a fortuitous, life-changing intersection of events for many, Dave included – opening the door to revelations genealogists could only dream about before.

Dave retired about 18 months ago and has since been quite busy focusing on his passion – genetic genealogy. He told me that there was one, and only one, position that even MIGHT have lured him out of retirement – and this was it. An opportunity to make a difference, maybe even a paradigm shift in the field he loves.

Dave certainly has all of his ducks in a row and knows exactly what he’s doing!

Dave’s book, The Genealogists Guide to Y-DNA Testing for Genetic Genealogy explains Y-DNA testing, soup to nuts. I guess it won’t come as a surprise, then, that David is the administrator of the Vance surname project at FamilyTreeDNA.

Dave has recently been the editor of the Journal of Genetic Genealogy for ISOGG, and published the book, The Genealogist’s Guide to Y-DNA Testing for Genetic Genealogy.

Most recently I saw Dave at the East Coast Genetic Genealogy Conference where he delivered the keynote, as well as other sessions and a joined a group of genetic genealogists for a panel discussion.

As if this isn’t enough, Dave has a YouTube Channel called “Dave Vance Genetic Genealogy Videos,” here.

Dave has also written a Y-DNA tool, SAPP, which several of his videos explain.

When does this man sleep?

For those of you who don’t know Dave, I’m sure you’ll be seeing and hearing from him soon – at RootsTech and at FamilyTreeDNA events.

I can think of few people in this industry with just the right mix of genealogist, tech geek, project management experience, and ambassador to fulfill this role and propel FamilyTreeDNA to the next level.

Actually, I can only think of one, and thankfully, he’s accepted the position, along with the inherent challenges. I’m confident that Dave knows what needs to happen and how to get it done.

Congratulations, Dave – and congratulations to our collective family of genetic genealogists, too, because we now have one of our own at the head of the table. Pedal to the metal! Let’s GO!!!

FamilyTreeDNA made a wonderful selection.

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You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

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I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

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Hickerson Family Tapestry Woven from the 1798 Wilkes County Tax List – 52 Ancestors #432

Recently, three new resources have allowed me to review the information I’ve collected about my Wilkes County, NC, families with fresh eyes. What I’ve found is amazing, as is the light it shines on life in Wilkes County right at the turn of the 18th century. I thought there wasn’t anything left to find, given that I’ve been to Wilkes County extracting records multiple times, as well as to the North Carolina State Archives. I’m very pleasantly surprised.

This information is not readily available from any set of indexed records, anyplace, but it is these resources.

  1. Jason Duncan’s book titled 1798 Wilkes County, NC Tax List, in which he has transcribed the most in-depth and detailed tax list I’ve ever seen – including the size of the house, outbuildings, and even the construction material of the house and roof. You can order his book, here.
  2. Jason Duncan’s transcribed (and free) Wilkes County, NC, Land Grants WITH MAP, here.
  3. FamilySearch’s Full Text AI Search to discover and further flesh out information not previously available, such as court documents and references in deeds where people were involved but not the primary subject. Buyer and seller, for example, are generally indexed, but others mentioned aren’t, and there’s pure gold in those nuggets.

I’m telling you what, this trifecta is simply INCREDIBLE!

Not only that, but I was able to use Jason’t land grant map to find his land today and “drive” up the road through his property using Google Maps. Not approximately his property – exactly, unquestionably his property.

In addition, I discovered an amazing nugget by rechecking my Hickerson cousin’s Y-DNA results again.

I’ll take you through these steps one by one.

Here’s the first article I wrote using these tools, which provided a great deal of additional information about the Braddock Harris “assault” case, including the identity of his intended victim, Ann Alexander.

That article is connected to this article because Braddock Harris married my ancestor Charles Hickerson’s daughter, Rachel, about that same time or shortly thereafter.

Wouldn’t you love to know the dynamics of all of that? Let’s just say the Hickerson family was “very interesting.”

What would Jason’s book reveal?

Jason’s Book

I began by finding each ancestor in Jason’s book, thinking it would be a quick extract for my families who lived in Wilkes County. However, there was so much information by combining those resources that I quickly discovered that I needed to write an additional article for each family.

Making things more complex, though, is the fact that these people didn’t exist in a vacuum up on the mountainside. I find their records intermixed in unexpected ways.

I did expect to find some family groups who lived as near neighbors, intermarried, and eventually migrated to Claiborne County, Tennessee, together, but what I didn’t expect to find was a mixture across those groups back in Wilkes County. In part because they didn’t live in the same area, and mountain travel was challenging. Well, surprise.

  1. The McDowell family intermarried with the Harrold/Harrell/Herrell family, so I expected their records to be intermixed.
  2. The Vannoy and Hickerson families intermarried, and the McNiel, Rash and Sheppard families intermarried, then those two groups intermarried too.

I suspect attending the same or different churches had a lot to do with this phenomenon.

Around 1810, members of both family groups moved another 100 miles or so across and through treacherous mountains and settled in Claiborne County, TN, near the Virginia border in what would eventually become Hancock County, TN. Their association with each other began earlier than I expected, but the two family groups didn’t actually merge (in my line) until my grandparents married.

This article focuses on the Hickerson family, so let’s do a short recap of what we know to set the stage for what we discover.

The Hickerson Family of Wilkes County, NC

Charles Hickerson was the progenitor of the Hickerson family in Wilkes County. He lived in this area before Wilkes was formed from Surry County, which was formed from Rowan County, where he was found in late 1771, witnessing a will for Lydia Stewart.

In 1775, on the tax list, Charles Hickerson was living between Francis Vannoy, who is listed with Leonard Miller, and Daniel Vannoy, Hickerson’s future son-in-law who would marry his daughter, Sarah Hickerson, a few years later. Leonard Miller married Charles Hickerson’s daughter, Jane, around 1782.

In 1776, Charles, then about 50 years old, set out on the Rutherford Expedition in which Cherokee towns were destroyed as part of the Revolutionary War.

In 1778, Charles Hickerson was serving on juries in Wilkes County as most landowners did in that time and place.

In March of 1779, Charles Hickerson had John Robins Sr., his neighbor, arrested for trespass, which typically means they are having a land dispute.

Hickerson’s original land grant for 320 acres in 1779 was located on both sides of Mulberry Creek and was witnessed by his son, David Hickerson.

Map courtesy Jason Duncan’s Wilkes land grant maps at http://webjmd.com/wilkeslandgrants/grantstable.html

Keep in mind that Charles Hickerson had clearly been living there for several years, probably more than two decades. Wilkes County was not formed until 1778, and land could not be granted until after the Revolutionary War when the State of North Carolina had land available to grant.

Prior to that, this part of Wilkes County was Surry County. Before the Revolutionary War, land in what would become Wilkes County was granted from the Granville District by John Carteret, the Second Earl of Granville, one of eight men who received large tracts of North Carolina in 1730 because they helped King Charles regain the throne. No land was granted in the Granville District after Carteret’s death in 1763 until after the culmination of the Revolutionary War, but people were still settling there nonetheless.

Land was staked out or claimed by marking trees with hatchets, known colloquially as hatchet claims, as the first step in the process. The next steps might not take place for many years, if ever.

Three years after the 1779 suit between Charles Hickerson and John Robins was filed, in August 1782, it was heard and found for Hickerson, with Robins having to pay seven pounds, 10 shillings, and costs. 

The incident with Braddock Harris occurred in 1786, which is also about the time Braddock married Charles Hickerson’s daughter, Rachel. If you’re shocked by Charles Hickerson allowing his daughter to marry a man who had been convicted of a violent assault on a young woman, then punished and humiliated publicly outside the courthouse, so was I.

By 1786, Charles Hickerson’s life was coming unraveled. He was not a young man, probably older than 60, and his family life was volatile and increasingly violent. Charles was arrested on a charge of trespass brought by his son-in-law, Daniel Vannoy, who had been married to his daughter, Sarah Hickerson, since 1779.

There’s no way to know what trespass meant in this connotation, but trespass suits over land disputes didn’t typically result in the sheriff being ordered to go and physically apprehend the person.

Something was up.

This was followed in 1787 by a suit filed by Daniel Vannoy against Charles Hickerson, “for words,” which is slander.

Whoo boy things were getting hot and spicey.

Unfortunately, the year is incomplete on another document, although this was found in the 1785-1787 court records.

The sheriff confiscated the property of Daniel Vannoy, who apparently lost one of those two suits, which clearly affected Charles Hickerson’s daughter, Sarah, Daniel’s wife.

Was Charles alright? His family seems deeply embroiled in increasingly violent feuding, including Charles granting permission for his daughter to marry a man convicted of an extremely violent act.

I actually wonder if something had happened to Charles, like maybe a stroke or accident resulting in a brain injury, as he seems to have become very combative beginning about 1779. Was his decision-making ability or judgment impaired?

In 1788, Charles Hickerson sold 150 acres of his land on Mulberry Creek to his son, David Hickerson, “being the survey that Charles Hickerson now lives on.” His wife, Mary Lytle Hickerson’s will in 1793 does not mention Charles, indicating that he was already deceased.

This means that the other 170 acres of Charles’ 320-acre land grant was likely sold to someone, but who, and when?

Many of these land grants weren’t actually filed or surveyed for years, which means that the actual grant date is much later than the family began inhabiting, improving, and farming the land. Land grants weren’t free. It cost money to file the grant and also for the survey. Often, claims were abandoned or passed hand to hand for cash, given that ownership, in the traditional sense, didn’t yet exist. Only occupation and improvements to the property, like clearing fields and building homesteads – creating farms from dense woodlands. In families, often at death, deeds were simply passed hand to hand and sometimes not registered for generations.

Charles was recorded on the census in 1790 but had died before his wife, Mary, passed away in December of 1793, with a will.

The end of Charles’s life was anything but peaceful. Not only was his daughter Rachel Hickerson Harris’s house burned in 1789, his other daughter, Jane, who married Leonard Miller, was somehow involved, and in 1793, John Roberts was found guilty of that arson.

It was just a huge, ugly, dangerous mess.

Let’s take a brief moment to recap what we know about Charles Hickerson’s children.

Charles Hickerson’s Child Spouse Comments
Jane Hickerson was born about 1760 Married Leonard Miller before 1782 and appears to have “divorced” before 1800. He moved to SC.

Jane may have remarried to John Reynolds in Wilkes in 1806.

Jane concealed goods from her sister Rachel’s home robbery and arson in 1789. Convicted in 1793 in extremely unflattering terms. Later seems to have reconciled with Rachel as she later testified on her behalf.
Sarah Hickerson was born 1752-1760 Married Daniel Vannoy in 1779. Bought land in what would become Ashe County in 1779. He sold personal property the day after the Hickerson vs Vannoy conviction in 1794, sold his land in 1795, and disappeared entirely from all records.
Rachel Hickerson was probably born before 1766 Married Braddock Harris about 1786, moved from Wilkes after 1793. In March of 1789, John Roberts robbed and burned the Harris home.
David Hickerson was born about 1750-1760 Married Sarah Ann Talifaferro circa 1781. Leaves around 1809 for Coffee Co., TN. In 1793, he sued John Roberts for slander.
Joseph Hickerson was born probably before 1760 Married Ann Green or Greer. In 1793, Joseph and Samuel Hickerson testified against Leonard Miller and Jane Hickerson Miller but Joseph apparently stayed out of the rest of the mess.
Mary Hickerson Stewart Husband was probably Samuel Stewart/Steward, son of Lydia Stewart. The Hickerson family had an association with the Stewart family in Rowan County in 1771. Son named Samuel Hickerson alias Stewart, as recorded by the court, may have been born before marriage. In 1793, Mary’s mother left Mary the contents of a chest and also named Samuel specifically. Mary may have left the state shortly thereafter.
Elizabeth Hickerson was born 1748-1768. Married a Stewart, probably a son of Lydia Stewart Wound up in Nacogdoches, TX, per 1877 letter from Elizabeth’s elderly daughter saying they left about 1794.

After both Charles Hickerson and his widow, Mary, had died, all Hell broke loose within the family. It’s hard to believe that the feuding could increase beyond what was already happening, but it did. They quarreled and fought with each other incessantly, and their dirty laundry was aired in the courtroom – fortunately for us today. I can only imagine how much we don’t know. The tidbits we have are just the tip of the iceberg, teasers about the long-forgotten truth.

Most family members eventually moved to other states, probably to escape the ugliness and violence. Some simply disappeared, which makes me wonder about what actually happened – especially to Daniel Vannoy who is never heard from again. I’m not sure I want to know.

After Mary Lytle Hickerson’s 1793 death, the lawsuits increased, with David Hickerson suing Daniel Vannoy, Samuel Stewart/Steward alias Little Dr. Hickerson suing Daniel Vannoy for slander, and Leonard Miller forfeiting his appearance in the cases after he had been subpoenaed. Translated, Leonard didn’t want to or was afraid to be involved and paid a hefty fine for that choice.

The court was insistent that Samuel, alias Little, Hickerson, alias Steward/Stewart appear in court, but he refused and did not. The multiple lawsuits weren’t resolved amicably, or at all. Instead, the situation continued to escalate. In November of 1794 the state indicted both Vannoy and Samuel Hickerson for assault and battery and fined David Hickerson.

The court must have been getting sick of this, too.

By the time the 1798 tax list was taken, Charles Hickerson had been buried someplace, probably on his own land, for between 5 and 8 years, and Mary had been gone for five years.

On the 1798 tax list, we show the two land entries for Charles Hickerson’s sons, David and Joseph.

David Hickerson owned three parcels of land totaling 368 acres, worth $501, as follows:

  • 196 acres on Mulberry valued at $95, with a 24 by 17 still house valued at $5. This makes me laugh because that stillhouse is larger than most homes. I’d wager that what was produced in the stillhouse was worth a great deal. A stillhouse might also explain a good bit of the feuding within this family.
  • 170 acres on Yadkin River at the mouth of Lewis Fork valued at $300. This is the right amount of land to be the remainder of his father’s land, but the wrong location, several miles distant across mountains.
  • 2 acres, no location given, with a 17 by 24 dwelling house that is 1 story with an 8-foot wide shed on one side, with a shingle roof valued at $90. There is also an 18 by 20 kitchen made of logs and covered with slabs valued at $11. Note that this dwelling house is the same size as the still house. That still house must have been huge, at least comparatively

David’s 1796 land grant is only for 50 acres on the banks of Mulberry Creek, crossing Piney Creek, adjacent his own line. This tells us that he has more than one piece of land in that location, even though it’s not accounted for in the land grants. The additional land is probably his father’s land from the 1788 deed conveyance.

The 150 acres he obtained from his father in 1788 does not seem to be broken out in 1798, unless it’s part of the 196 acres, but if so, where’s the house? Charles Hickerson lived on this plantation.

Joseph Hickerson has 150 acres valued at a total of $100 with the following details:

  • 150 acres on Mulberry adjoining David Hickerson valued at $61
  • 16 by 20 dwelling house, 1 story, hewed logs, shingle roof valued at $10
  • 12 by 16 kitchen, 1 story, logs, slab roof valued at $8
  • 10 by 16 barn, 1 story, logs, slab roof valued at $8
  • 12 by 16 blacksmith shop, 1 story, logs, slab roof valued at $1
  • Stable, 1 story, logs, slab roof valued at $2
  • 8 by 12 mill house, 1 story, logs, slab roof valued at $10

Joseph’s 1799 land grant shows as 100 acres on the waters of Mulberry. A second grant for the same amount, with the same file number, but a different grant number is in the same location generally, but unplaced on the map. He does not have 200 acres total, nor is the grant that is placed on Jason’s map adjacent his brother.

Given that Joseph’s grants aren’t dated until a year after this tax list, is it possible that this 150 acres adjacent David Hickerson is his father’s land? We know Charles Hickerson’s land was adjacent both Joseph and David’s land.

If this is Charles Hickerson’s original land, or at least part of it, this tells us that Charles probably had a mill and might have been a blacksmith, although perhaps Joseph built that shop. Regardless, Charles, David and Joseph would have all worked together. Their survival depended on it.

There’s one other 1798 tax entry that references a Hickerson. James Cast’s 60 acres on Hunting Creek is noted as being adjacent Samuel Hickerson, but there is no entry for Samuel Hickerson nor land grant for him. Samuel Hickerson would be aka Little Hickerson aka Samuel Stewart/Steward.

Expanding the Searches

I took this opportunity to use the new FamilySearch Full Text AI tool first in Wilkes County, then further afield. I removed all location filters and just searched for Charles Hickerson more broadly since we still don’t know where he came from before his arrival sometime before 1771 in Rowan County.

I didn’t find what I hoped for. If Charles was born around 1724, then he would have married maybe between 1745 and 1750. Did he own land before migrating to the new Carolina frontier?

FamilySearch continues to add records, so I’ll check back often.

Revisiting Hickerson Y-DNA

I also revisited the Y-DNA matches of our Hickerson cousin, who tested a few years ago, and discovered a pleasant surprise. My Hickerson cousin has a new haplogroup, I-FTC98093, which you can see here in Discover.

On his match list, we have a Hickerson male who is a Y-DNA STR match but who provided no genealogy information, so we need to reach out to him. If we are lucky, he will descend from a different line which will provide us with clues as to the ancestors of Charles Hickerson.

A second STR match whose ancestor, Everett Clyde Henderson, not Hickerson, was born in Illinois, died in Marion County, IN, and was married to Maud Johnson, who was born on Nov. 11, 1875, in Cass Co., Indiana. Fortunately, he has taken the Big Y-700 test and his haplogroup is I-FTC98093 – the same as our Hickerson cousin’s.

Things are getting mighty interesting!

Another Y-DNA match is also named Henderson, and his ancestor is Edward Henderson, born in 1735 in Hunterdon County, NJ, the same location where the Wilkes County Vannoy family originated before removing to the Jersey Settlement in NC about 1739.

Is this relevant? Maybe.

Given that our Hickerson cousin and the Henderson man match on both STR tests and the Big Y-700, and Discover tells us that their haplogroup was formed about 1400, this seems quite relevant. Haplogroup ages are refined as more men with that haplogroup test, so this date would become more concise with additional Hickerson or Henderson testers.

We need another Hickerson male and another Henderson male to upgrade to the Big Y-700 with the hope that the additional tests will allow the haplogroup date to be further refined, or additional branches defined. I don’t want to get too excited, though, because the genetic distance at 111 markers is 9, so their common ancestor could be back in the old country. Still, it would be wonderful to know we’re actually looking for Hendersons, not Hickersons. So far, our only identified Hickerson matches are to our known line through David Hickerson.

One VERY interesting aspect of Discover is the Ancient Connections, which are derived from archaeological excavations published in academic papers.

Click to enlarge image

All of the Ancient Connections haplogroup matches are of Viking origin, but one was found near St. John’s College in Oxford, England.

Our common Hickerson/Henderson ancestor with this man lived about 3900 years ago, probably in Sweden, based on the other Ancient Connections.

How cool is this???!!! Without the Big Y-700 test and Discover’s Ancient Connections, we would NEVER have been able to discern that our Hickersons were at one time Viking warriors – or at least we share ancestors with them.

Perhaps a little bit of Viking warrior influence carried over into the mountains of Wilkes County.

My Favorite Revelations

This article builds on our earlier knowledge of the Hickerson family by adding court records, land grants plotted on maps, and DNA matches, but my favorite tidbits were revealed in that 1798 tax list.

Even though Charles was already deceased, he really hadn’t been gone long. It’s very likely that one or both of his sons owned his land. We know positively that he sold part of his land to David in 1788. Wilkes County in 1798 was very much like Wilkes County a decade earlier, before Charles Hickerson, then Mary, died.

From the tax records of those men, we learned that David was by far the wealthier of the two brothers, with assets totaling five times what his brother, Joseph, had.

David’s dwelling house on the two-acre tract was 12X17, or 204 square feet, had a shingle roof, and was valued at $90. There’s no mention of an outside kitchen? Was the cooking done inside? And by whom?

The only structure on his 196-acre Mulberry property was a stillhouse of the exact same size as his house on his other property, but valued at $5.

Know what David doesn’t have? Barns or stables. No outbuildings whatsoever. That’s baffling because even if he didn’t have livestock, he had to have owned horses. Was one of his properties, perhaps the one that was his father’s, omitted? Did his brother oversee his land and stillhouse while David lived on a much smaller parcel in town?

In the 1790 census, David is shown living beside his father, Charles, with two enslaved people who were probably doing much of the work on David’s land. He owned slaves in 1800 and 1810 as well, so they had to have lived someplace. Comparing the tax list to other men such as Jonathan Hethman or Heathman, who in 1790 owned four enslaved people and two in 1800, shows that in 1798, Heathman had five cabins of 12×12, 12×14, and 12×16 feet that would clearly have been slave quarters. But David Hickerson shows no other structures. That’s odd.

I also wonder why David Hickerson’s house was worth so much more than other homes of the same size, including his brother’s.

By comparison, his brother Joseph’s dwelling house was larger than David’s at 16X20 or 320 square feet, but it was valued at only $10, similar to that of most dwelling houses. The outside kitchen was 12X16 and was valued at $8, so almost as much as the house itself.

By virtue of comparison, a 14X70 mobile home today is 980 square feet, three times the size of their homes – so quite tiny by today’s standards.

Joseph clearly farmed because he had a 10X16 barn, so about half the size of his house, which was worth $8, the same as the outside kitchen and more per square foot than the house.

Joseph’s blacksmith shop was 12X16 but was only valued at $1, even though that’s probably a primary source of income. His blacksmith shop was worth far less than David’s stillhouse. Joseph’s mill house was 8X12 and was valued at $10, the same as David’s stillhouse. Joseph also had a stable that was worth $2, twice as much as his blacksmith shop.

Taken together, this gives us a snapshot of life in Wilkes County in 1798. Both of these men had been born in the 1750s or 1760s and had spent their entire adult life in what would become Wilkes County, first working their father’s land, then their own.

They watched their father march off to war in 1776 and probably farmed his land as best they could until his return. They learned to handle horses, cows, and whatever other livestock they would have had. They would rise with the sun every morning and begin the never-ending chores that defined farm life.

The seasons determined their activities, such as plowing, planting, harvesting, hunting, butchering, and processing meats. Not to mention making moonshine, which requires dried corn.

At least David, and probably Charles before him, turned excess corn into moonshine. Or maybe the corn wasn’t excess and was grown for this specific purpose. Were the Hickerson’s the premier distillers of the region? Perhaps so.

I extracted a list of all of the other stillhouses from the 1066 individuals taxed in Wilkes County, which covered an extensive area, across the mountains to the Virginia border. There were a total of 18 stills, including David Hickerson’s, meaning that one in every 60 households included a stillhouse. But David’s was the largest at 24X17. A few had no size listed, but most were substantially smaller. Interestingly enough, though, David’s was valued at $5, but the next largest, 20X18, and one at 14X18, were valued at $12. The rest were valued between $2 and $10, with six others valued at $5. I sure wonder what the criteria were for valuing a stillhouse.

Back then, whiskey was medicine as well as recreation, and considered a gentleman’s beverage. Drinking was only frowned upon if liquor was consumed in excess. The definition of excess was determined by your neighbors and the church.

Ironically, in the years since, Wilkes County proclaimed itself the Moonshine Capital of the World, where NASCAR was born from highly skilled moonshine runners outpacing the law on those treacherous mountain roads.

It’s also worth noting that on the 1798 tax list, Joseph Herndon’s property is noted as being on the road from the Wilkes Courthouse, across from David Hickerson. Given that David had one parcel of 2 acres, which included his dwelling house, I wonder if he actually lived in the town of “Mulberry Fields” which would one day become Wilkesboro, and sold his moonshine to folks coming and going from the courthouse.

Joseph Hickerson’s mill would be another great location to imbibe and pick up some moonshine.

When farmers harvested grain, be it corn, rye, barley, or wheat, it had to be ground at the mill. Mills were very important community resources and also served as gathering places for the local farmers who discussed anything and everything that needed discussing. They might have whittled on a piece of wood, crafting it into something useful, played a friendly game of checkers on top of a barrel, and had a nip or two. I wonder if the remains of the Hickerson Mill still exist on Mulberry Creek.

Of course, every horse and the local oxen needed horseshoes, stirrups for their saddles, and bits for their halters. The farmers needed hinges, nails, wheel rims, barrel stays, chains, tools, and other hardware forged by the local blacksmith.

Almost everyone farmed in Wilkes County, or at least tried to on the rocky mountainsides. Flat land closer to the Yadkin held a much higher value because it was easier to farm and much more productive. David Hickerson’s 170 acres on the Yadkin at the mouth of Lewis Fork was valued at $300, much higher per acre than his 196 acres on Mulberry Creek at $95, or his brother Joseph’s 150 acres on Mulberry that adjoined his that was valued at $61.

Now, of course, I want to look up all of the Hickerson neighbors shown on the land grant map to see what their life was like in 1798. Each family was part of the community tapestry that was interwoven and shaped the lives of our Wilkes County ancestors.

Let’s Take a Drive

I absolutely LOVE finding my ancestors’ land on Google Maps and “driving by.”

Given the shapes of the roads and Mulberry Creek on Jason’s map, it was easy to find on Google maps too. Joseph’s land is parallel to the left with a small piece running partway beneath Charles’s land, and David’s is above Charles in the loop.

You can see Mulberry Creek meandering through this entire area, and in at least one place, there was a still, a blacksmith shop, and a mill, in addition to at least two and probably three houses.

I turned on the aerial features.

I was excited to drive up Mountain View Road, which is road 1002. The land on both sides of the road is heavily forested with small cleared areas for farming. The road, on Charles Hickerson’s land, runs along beside, then crosses Mulberry Creek.

You can see the bridge on Mountain View Road, looking back to where it crosses Mulberry Creek.

Two roads traverse the Hickerson land. Mulberry Creek Road intersects on the west, leading to Joseph’s land.

Turning onto Mulberry Creek Road, we continue to climb and can see one of the cleared areas. Charles’s land abuts Joseph’s near here.

One last look at Mulberry Creek’s path through the Hickerson land, this time looking north to south. Water was the lifeblood of farming, not only to drain the lands and water people and animals, but to power both mills and stills.

Mulberry Creek provided the lifeblood of the Hickerson family for generations.

How I wish this landscape could talk and tell us the secrets that it holds. Charles and Mary, and probably a few others are buried someplace here in the family cemetery, but where?

What’s Next

I know I went down a huge rabbit hole in this article, beginning with the 1798 Wilkes County tax list and winding up someplace in the Viking homelands with a few detours through North Carolina, possibly New Jersey, and maybe England on the way.

I’ve identified what I need to do to make progress, though.

  • Reach out to Hickerson Y-DNA matches and ask about their genealogy.
  • Encourage another Henderson and another Hickerson male to upgrade to the Big Y-700 test to refine the origin dates and haplogroups, if possible, with the hope of bringing into better focus the date of a common ancestor. This will help us determine if the common ancestor is in colonial America or in England.
  • If the common ancestor lived after immigration to the colonies, begin searching more aggressively for information about the Henderson or Hickerson line in New Jersey.
  • Check the FamilySearch AI tool often. (Yes, I already checked for Edward Henderson, and he’s in NJ and had a will. More research is needed.)
  • Edward Henderson’s WikiTree entry is here, and his father, James is here.

How are we related to the Henderson family, when did we share a common ancestor, and where did we come from after the Vikings and before North Carolina?

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Genealogy Proof Series – Creating Genealogy Proof Tables

This is the fifth article in the Genealogy Proof Series.

For maximum advantage, I recommend reading these articles in publication order.

In earlier articles, we’ve detailed how to gather resources for specific locations, how and where to search for surnames and the process of extracting and recording information from those sources.

Now, it’s time to use that information and assemble it in a logical way to provide “proof” that the person by the name of “John Smith,” or whoever you’re seeking, is actually YOUR John Smith.

I use a technique that I call Genealogy Proof Tables. We will cover two types here. You’ll need the first one to complete the second one.

Genealogy Proof Tables

Genealogy proof tables have two purposes:

  • Individual Proof Tables – For an individual ancestor, to compile the various pieces of evidence to prove a connection to their parent or parents and their child or children.
  • Lineage Proof Table – Evidence for an entire lineage, proving connections between all of the individuals in the lineage, one by one in both directions. For a lineage proof table we prove a connection to the parent and also to the descendant that is your ancestor for each generation.

Please note that sometimes you actually wind up disproving a relationship, or realizing you need more information, but that’s equally as important. Nothing worse than wasting time by barking up the wrong tree.

A genealogy proof table is a working document that can be used to focus on each ancestor in every ancestral line. What’s included in a proof table varies by which records are available, the timeframe and circumstances.

You may want to prepare proof tables to help yourself focus and evaluate your data. Proof tables can be sent to someone who asks questions like:

  • How do you know that?
  • What is your proof?
  • What are your sources to identify John as the son of George?

People should be asking those questions, and researchers should be able to answer them. You need to answer them for yourself for your own ancestors, even if no one asks.

The answer to these questions may well be that you’re still working on “proof,” but you’ll at least want to have documented everything available to date. For me, doing these exercises helps me think about what’s still missing and looking for additional sources if I actually don’t have “proof.”

Generally, I create a proof table for a specific ancestor, which I then roll up into a comprehensive proof table for the line. This approach helps me identify which pieces of evidence are conclusive and which ones are not.

The purpose of a proof table is to compile and rank information about that ancestor’s connection to their parents, including negative evidence. It’s not meant to be “everything I know” about that ancestor, just the things that relate to proving that this ancestor is in FACT the child of his parent or parents.

What is Proof?

Isn’t this the question of the ages for genealogists? I wrote an article, Ancestors: What Constitutes Proof?, here. In that article, I’ve provided a list of what isn’t proof and some challenges you may face.

Aside from what I’ll term normal genealogy roadblocks to be overcome, there are other challenges as well.

For example, you can have a birth certificate, a death certificate, a will, and personal knowledge that a person lived with their parents – but that child could have been adopted, or the father might not have been the biological father.

In this case, paper proof, no matter how compelling, isn’t actual proof. It can prove the identity of the person, but alone, cannot prove a biological relationship connection.

Sometimes, DNA evidence outweighs everything else, but without DNA evidence, paper proof is the closest we can get. The BCG defines the Genealogical Proof Standard, here.

We need our evidence to be as conclusive as possible.

What does Conclusive Mean?

Conclusive evidence means that any other evidence cannot reliably contradict it, or it’s so strong that it overbears any other evidence. (Thank you Bar Prep Hero.)

In a nutshell, that’s your goal – and all evidence is not created equal.

Evidence is Weighted

Some evidence is better or more solid than other evidence.

Furthermore, sometimes one single piece of evidence isn’t conclusive, but multiple pieces of evidence, taken together, create a body of work and are considered a “preponderance of evidence.” Having said that, I often cringe when I hear that term because sometimes it means there really isn’t good evidence or not enough research has been done.

How good is good enough? You can only work with what’s available and what you have. Unfortunately, one cannot unburn the courthouse!

Sometimes, you’ll need to use DNA evidence. From my perspective, you ALWAYS need to utilize DNA evidence to confirm at least the closest generations.

By closest, I mean that second cousins or closer always match, and you can often reliably use autosomal DNA within, minimally, 5 or 6 generations, but circumstances vary.

Many times I have solid matches to descendants of ancestors 9 or 10 generations in the past, but as you can see in this graphic created by Dr. Paul Maier at FamilyTreeDNA, beginning at eight generations, you may not inherit any DNA from a particular ancestor. Of course, to match someone else, you both need to have inherited the same DNA segment(s) from that ancestor.

You can almost always use Y-DNA to establish relationships beyond what autosomal can confirm, but with both Y-DNA and mitochondrial DNA, you need someone who is appropriately descended from the ancestor in question, as illustrated in this three-generation chart. Sometimes, you need two people descended from that ancestor, preferably through different children, because their Y-DNA or mitochondrial DNA needs to match.

Every situation is different.

How Much Evidence is Enough?

It depends.

Enough for what?

  • Enough to prove that your parent is the child of their parents?
  • Enough to prove to yourself that you’re searching in the right ancestral line?
  • Enough to prove that this John Doe is the same John Doe that moved from Virginia to someplace else, or conversely, the John Doe in Missouri is the one who moved from Virginia?
  • Enough to quality for a lineage society?

Again, from my perspective, enough is not enough until you have looked at every piece of evidence that even MIGHT be relevant for that ancestor.

Essentially, all of this is a bit fluid, so let’s look at an example.

Individual Proof Table

Let’s begin with a proof table for one person.

I’m going to create a proof table to attempt to prove that my paternal grandfather, William George Estes, is the son of Lazarus Estes and Elizabeth Vannoy.

I’ll be using actual documents and information from my files.

If you want to read my 52 Ancestors articles about these people, you can find William George Estes, here, Lazarus Estes, here, and Elizabeth Vannoy, here. I’m not specifically trying to prove that my father, William Sterling Estes, is the son of William George Estes, but some documents cover both men – plus, there’s the possibility of same-name confusion, given that both of their first names are William. I swear, every generation in this family has both Johns and Williams.

To begin, there are a few mandatory categories on every chart. For example, I always use the census when it’s available. You should include these categories even if you don’t have evidence for them, because it reminds you if you’ve searched and the search came up with nothing.

Some categories would be expanded, such as Organizational Societies. For example, if there’s a separate History and Genealogy Society for that county, you would want to check both, as well as the local library and regional or state organizations.

You’ll notice that I’ve assigned a weight to each piece of evidence. Weighting is subjective. Aunt Margaret was the daughter of Wiliam George Estes, so she should know – but often, she didn’t provide any source, like a document or Bible, and she was a bit “eccentric.” In some circumstances, I might weigh what she provided as a 5, but in the first item, I only gave it a 4 because she provided other dates that I found to be erroneous. Memories do fail people.

Red items are direct, confirming evidence of the relationship and that the William George Estes, my grandfather, is the same William George Estes who is the son of Lazarus Estes. Names are spelled or misspelled the way they are in the original source.

William George Estes Information Source Weight (1-5) Comments
Birth March 30, 1873 Aunt Margaret 4 Birth certificates not available in 1873
Father Lazarus Estes
Mother Elizabeth Vannoy
Identity of Parents From letters and discussions 1980s, 1990s Aunt Margaret, Aunt Minnie, children and grandchildren of William G. Estes 5 They knew their grandparents
1880 Census Wm. G. Estis age 7, listed with parents Lazarus and Elisibeth Estis, and siblings, including sister Cornie Claiborne County, TN Dist 8, page 107 on Ancestry 5 Family lives between William G.’s future wife’s uncles
1890 Census destroyed
Marriage Ollie Bolton, Sept 26, 1892. Claiborne County Marriage Index, page 382 5 No parents given
1900 census William G. age 27, with wife, Ollie, and two children Claiborne County, TN Dist 8, page 113 5 Lives next door to Lazarus and Elizabeth Estes and next to his sister Cornie and her husband
1910 census Age 38, with Ollie and two children, Estle and Robert Claiborne County, Civil Dist 4 5 Lives beside sister Cornie and her husband, three houses from Lazarus
Home Location – 1913 Family photos taken in 1913 and labeled “Fowler” Provided by Margaret 5 Written on the back of the family pictures
Home Location Fowler, Indiana Sept 1915 Newspaper article 5 Sons Wm. and Joe ran away and were returned to parents in Fowler
William G. Estes’s divorce from Ollie Fowler, Indiana Aunt Margaret 3 Ollie caught him cheating with her cousin Joyce Hatfield, who was visiting them in Indiana
Divorce from Ollie Unknown, maybe 1916 or 1917 Inferred
Children William S. and Joe “run away” to their grandparents 1915/1916 Fowler, Indiana to Claiborne County, TN Aunt Margaret’s letter, Uncle George, 1915 newspaper articles stated that they tried to run away but got caught 5 Margaret said that when William G. and Ollie divorced,  neither wanted sons Wm. and Joe, 13 and 11, and the boys jumped trains to make their way back to their grandparents, Lazarus and Elizabeth
William George returned to Claiborne County 1916/1917 ish Uncle George Estes, family historian 5 Lazarus was furious when William G. returned after cheating on Ollie and abandoning the boys and threw William G. out of Estes Holler
Move to Harlan County, KY After being thrown out of Estes Holler when he and Ollie divorced Uncle George, Aunt Margaret, Estel’s daughter 5 Settled in Harlan County, KY, just over the border from Claiborne Co., TN
Divorce from Ollie Unknown, about 1916/1917ish Fowler, Ind newspaper August 30, 1917 2 Ollie listed without Wm G and as visiting where she used to live
Marriage Joyce Hatfield, unknown if or when/where married Census, daughter Virginia’s birth Nov. 1918. 3 Inferred, no document found
Child Irene’s Death* August 1, 1916 – Irene Estes, mother Joyce Fury Shawnee, Claiborne Co., TN Informant of the death of daughter, Irenia.

*Please note that this has since been disproven. This William B. Estes who married Josie Fury is not our William G. Estes who married Joicie Hatfield.

Military/draft Registration – signed Sept. 12, 1918, gives birthdate as March 30, 1873 Tazewell, Claiborne County, TN 5 Wife is listed Joisce Estes.
1920 census Age 47, lives with Joise and daughter Virginia Claiborne Civil District 4 5 Future third wife, Crosha Brewer, and her child are living with them as lodgers
Divorce Joice Hatfield Unknown, approx 1921 or 1922 inferred Based on Crosha’s children’s ages
Son William S. Estes’s marriage to Martha Dodder Dec. 12, 1921 Calhoun County, MI 5 Parents are given as Ollie Estes and W. G. Estes
Wm G. Estes child with Croshia Brewer Josephine born March 19, 1923 Springdale, Arkansas 5 Birth certificate, death certificate, census
William George Estes Marriage Croshia Louise Brewer, Feb. 3, 1925, Wise County, VA VA Marriage Registers, page 171 5 Parents given as Lazarus & Elizabeth Estes
1930 census Cannot find the family
1940 census Age 67, living with Crochie and their 2 daughters Harlan Co., KY Lynch dist 5
1940s or 50s Photo with “his sister Cornie” and also one with “Worth Epperson” Claiborne County, TN 5 Photo is labeled and provided by Cornie’s family, who knew him
1950 census 76, lives with Crocie, daughter and boarder Harlan County, KY 5 My mother visited William G. and Crocie with my father in the 1950s.
Cornie Estes Epperson’s 1958 death certificate Born June 22, 1878 to Lazarus Estes and Betty Vannoy, age 79, died Feb. 18, 1958 Death Certificate 5 Correlates to census dates and other data indicating she is the daughter of Lazarus and sister of William G.
Cornie Epperson Obituary Gives Will Estes, of Lynch, KY as her brother. Newspaper clipping 4 Does not give her paents
William Sterling Estes obituary Aug. 28, 1963, Star Press in Muncie, Indiana, page 3 Residence Dunkirk, IN 4 Lists surviving father as W. G. Estes, Cumberland, KY
William George Estes’s death Nov 29, 1971, lived in Harlan Co., KY Kentucky Death Index 5 Parents not given
Obituary Parents not given, living children include Estil, Virginia, Margaret, and Minnie, their locations provided Nov. 30, 1971, Middlesboro Tribune 4 His nephew, Cornie Estes Epperson’s son, Kermit Epperson is a pallbearer
Social Security Claims Index for William G. Jan. 15, 1972 claim, birth 1873 Ancestry 5 SS # given, but no parents given
Social Security Claims Index for my father, William Sterling Estes No claim filed
Will No, rechecked film at FamilySearch 7-8-2024.
Legal No, checked court index in Harlan County
Land Tax No tax lists
Personal Tax No tax lists
Deeds Yes, 1915 deed from Lazarus to Cornie and Worth Epperson where they must pay his other heirs Claiborne County deed book, in person 5 Cornie Estes Epperson to pay William Estes $120
William George Estes signed receipt and release On July 22, 1957, Will signed on the edge of the above deed, releasing the claim on the deed and stating that the $120 had been paid. 5 Confirms his relationship to Lazarus Estes and Cornie Estes Epperson
Sibling Documents Have not looked extensively beyond Cornie
Newspapers Need to revisit when Claiborne County, TN newspapers are digitized
Organizational Searches such as Historical Societies Have not looked recently, need to recheck local libraries
DNA ThruLines to John Y. Estes, father of Lazarus Estes Ancestry 5 Proven via 35 cousin connections to Lazarus’s parents through 3 of John’s siblings
DNA Lazarus Estes ThruLines at Ancestry through Lazarus’s children Ancestry 5 20 matches, 9 through William George, 7 through Cornie, 5 through Charlie Thomas Estes
DNA at FamilyTreeDNA My autosomal matches to Buster Estes, Lazarus’s grandson FamilyTreeDNA 5 Including 556 matches in common and many triangulated segments to descendants of Wm. G., Lazarus, John Y. Estes and upstream ancestors
Other Relationship to wives and children Letters from Aunt Margaret 3 or 4 Clearly states relationship of William G. and Lazarus
Other Relationship to wives and children Letters from William G. to my father 3 or 4 Clearly states relationship of William G. with his siblings and family members

Some types of information are notably unreliable. For example, obituaries may omit people or confuse relationships. William George Estes’s obituary omits his daughter and incorrectly notes her husband, his son-in-law, as William’s child.

Death certificates often give parents incorrectly, especially the mother’s birth surname.

The names of parents in both obituaries and on death certificates are often third-hand information provided by people who are at least two generations removed and are under significant stress at that time. My mother’s obituary was republished two times due to errors made AFTER I provided correct information.

We have several pieces of information that strongly suggest that the William George Estes who was born to Lazarus Estes and Elizabeth Vannoy is the same William George Estes that married Ollie Bolton, but there’s more.

We know for sure that William Estes, who married Croshie/Crosha Brewer, is the same person because his parents are given in the county marriage record book. This is first-hand information and judged to be more reliable because we can reasonably expect that William George knew who his parents were, or at least who they were supposed to be.

If we discount entirely the fact that my aunts personally knew Lazarus as their grandfather, and look only at the paper evidence, we just need to tie William George in his later life to the same William George in his earlier life.

Here’s a photo passed from William George’s daughters to me. Cornie Epperson’s grandchildren had this same photo showing William George Estes with his sister, Cornie Epperson.

Here’s another with Will Estes and Cornie’s husband, Worth Epperson.

Cornie’s children told many stories about their Uncle Will, who rode the bus from Harlan County to Claiborne County, as he didn’t drive. The legendary favorite story was about the time that Will had a bullet in his shirt pocket. It accidentally got mixed into his pipe tobacco, which he put into his pipe and was smoking on the bus.

Yes, the bullet blew up. No one was hurt, and miraculously, the driver didn’t crash. Nevertheless, Will was banished from riding the bus forever thereafter.

That story alone connects the William George Estes living in Lynch, in Harlan County, as the same person, as do his children from all three wives. So do letters from my aunt to family members discussing several people involved, and letters from Will himself in the early 1960s detailing some pretty spicy antics.

However, we’re looking for more than oral history. What other documents do we have?

The Smoking Deed

This deed serves, in essence, as the will of Lazarus Estes and his wife, both of whom conveyed this deed.

Thankfully, it identifies both Cornie and William as their heirs, along with several other children, although it never actually states that the people mentioned are their children. The census confirms that these people, Cornie and William George, along with Martha (Estes) Norris, Charlie Estes, and Lum (James Columbus) Estes mentioned, are their children.

If you’re still wondering if William George Estes is their son, notice the release of lien, stamped on the upper left-hand side of the page decades later, in 1957, with his signature.

This signature matches Will’s other handwriting on letters that he sent in the 1960s, in my possession, and on my father’s delayed birth certificate signed in 1952.

This document provides their relationship, the type of evidence submitted, and both of their addresses and signatures. Evidence doesn’t get much better than this.

For additional signature confirmation, William G. signed his 1918 draft registration in Claiborne County. In Harlan County, KY, in 1957, he signed the delayed birth certificate for his son, Estle, who was born in Springdale, Arkansas, in November of 1894.

When Evidence Isn’t Conclusive

Unfortunately, this situation happens often, especially with generations further back in time where less information is available. Let’s look at an example.

Genealogists tried for years, decades actually, to identify the parents of John R. Estes.

His son was named John Y. Estes.

No one knew what the R. stood for, nor what the Y. stood for. Truthfully, we still don’t, at least not for sure.

Here’s what was said:

  • John R. Estes’s mother was Mary Younger, who was married to George Estes. This claim was made because John R.’s son was named John Y. Estes, the Y. standing for “Younger.” That was the hypothesis, but it was stated as fact.
  • The middle initial R in John R. Estes stands for Regan or Reagan because his grandson, John Reagan Estes, son of John Y. Estes, was “named for his grandfather.” This was told to me by his grandchildren who were living in the early 1990s, as information they were told.

I fully understand why one would think those are possibilities or why conclusions might be drawn. They are clearly possibilities, but without additional evidence, that’s all they are. Eventually, that possibility begins to be passed along as a fact. Then, people don’t want to question what was passed down from “people who should know.”

So, let me play devil’s advocate here.

The Y in John Y. could stand for any number of things. For example, the surname Yancey is also found in Halifax County, Virginia. Y could have come from anyplace. At that point in time, we were searching for the parents of John R. Estes, so Mary Younger seemed to make sense.

Having said that, we now know that John Y. Estes’s grandmother WAS Mary Younger, BUT, that does NOT mean that the Y. stands for Younger, nor does it serve as any kind of concrete evidence.

Might it stand for Younger? Yes, of course. But the Y itself serves only as a potential hint.

Can you use it for evidence? Nope, not without more information. I’ve searched high and low, so if you find “Younger” in a reliable record for this man, by all means, let me know. While confirmation would be wonderful, we really don’t NEED to know like we do with Reagan.

John Reagan Estes (1871-1960), the son of John Y. Estes, could well have been named for his grandfather, John R. Estes (1787-1885). John was his father’s first name as well as his grandfather’s. That does NOT mean that that Reagan was John R. Estes’s middle name. We have no idea where Reagan comes from. If I had a letter from John Reagan’s mother or sister, for example, saying John Reagan was named for his grandpa Estes, who was also named John Reagan, that would be evidence because we have a contemporaneous source and know the information wasn’t assumed or constructed later to “fit” the question about John R. Estes’s middle name.

I have dug for years for any Reagan connection to the Estes line, or to the wives’ lines in upstream generations in Virginia, hoping to prove that Reagan genealogical connection. I have never found it, although that clearly doesn’t mean it’s not there. For all we know, Reagan could have been the name of the preacher or the doctor who delivered someone. It may or may not have anything to do with John R. Estes, and even if it does, Reagan may not be an ancestral surname.

So, if you’re taking yourself down the path of ascribing too much weight to information that may or may not be evidence – don’t. What you can do that’s beneficial is more research. If you think the Y or the R might be a hint, DIG!!! You just might find that evidence. If you haven’t utilized the new FamilySearch full-text AI search, by all means, do. These are the perfect types of situations to research using this amazing tool.

Treat everything as a hint, but it’s not evidence until it’s confirmed.

While we’ve since proven that, indeed, John R. Estes is the son of Mary Younger using other types of evidence, the middle initial R. and the middle name Reagan two generations later still is and may remain a mystery.

In the Weeds

At this point, you might be thinking that we are SO FAR DOWN IN THE WEEDS, and you’d be right, but the answers to our specific question are found here.

Our original goal was to prove that William George Estes was the son of Lazarus Estes and Elizabeth Vannoy.

The items bolded in red in the Individual Proof Table for William George Estes, above, individually and certainly cumulatively “prove” that relationship, as far as a paper trail can go.

The other information, especially taken together, supports that and, more importantly, does not dispute or provide contradictory or conflicting evidence about any of the other evidence. In other words, we have concensus.

Lineage Proof Table

The table below is designed to document the proof that the individual listed under the name column is, in fact, the child of the father and mother below. Other information from the Individual Proof Table that we completed above is omitted because it’s not needed in a Lineage Proof Table.

The Proof rows between the child and their parents are the proof, or the best evidence we have, that connects the child conclusively to the parent or parents. Sometimes that proof can arrive indirectly, such as a sibling’s obituary that lists your ancestor as their sibling – allowing you to connect the sibling who died and your ancestor both to their parents through the census or other documents.

Proof listed will vary and could be personal knowledge (someone you knew within your lifetime), a Bible, a will, a deed, an obituary, a church baptismal document, a pension application, census records, and more.

The best proof, of course, is multiple contemporaneous pieces of evidence.

Proof can also be negative proof. For example, if there was a will but this person was missing, that should be noted. However, that alone is NOT negative proof, as sometimes a child who had already received their inheritance was not mentioned. It does need to be listed because, when combined with other evidence, it may become very important. So is the wording of the will. For example, does it say “all my children,” but omit the person you’re searching for?

Proofs also must take into consideration things like individuals with the same name. In other words, we need to prove that THAT particular John was the son of THAT particular George.

There are times when one must dig deeply as well as far and wide, using siblings and the FAN (friends and neighbors) methodology to reveal a nugget or put enough information together from multiple sources to prove a relationship collectively. For example, I have found proof two generations downstream in Virginia chancery suits that detail the descendants of someone who died and left a will two or three generations earlier.

If this Lineage Proof Table was for my own use, I would utilize a spreadsheet, and I would provide links and more detailed information. For ease of use in this article, I’ve constructed a chart here.

The entire purpose of this lineage document is to unquestionably connect the generations. If these proofs are strong and unquestionable, the only piece of evidence that could upend all of them, together, is an unknown DNA event where a parent or parents are not the individuals reflected in the non-genetic proofs.

Name Birth & Loc Death & Loc Father Mother DNA Confirmed
Me William Sterling Estes Separate lineage proof for mother’s line Father confirmed via paternal half-sister’s children and cousins’ autosomal DNA matches..
Proof My birth certificate, newspaper announcements
Proof Father’s obituary
Proof Social Security application after my father’s death
Proof Personal knowledge, photos, and memories
Proof DNA match at the expected level to my half-sister’s descendants and our upstream Estes relatives
William Sterling Estes Oct. 1, 1902 or 3, Tazewell, TN Aug. 27, 1963, Jay County, IN William George Estes 1873-1971 Ollie Bolton 1874-1955 Autosomal DNA matches to multiple Estes cousins & half-sister’s children
Proof Census and newspaper articles identifying my father as his parents’ child
Proof My father’s marriage license, personal knowledge, and his delayed birth certificate
Proof Death certificate and obituary
Proof Aunts’ knowledge and family letters
William George Estes March 30, 1873, Tazewell, TN Nov. 29, 1971, Harlan Co., KY Lazarus Estes 1845-1916/1918 Elizabeth Vannoy 1846-1918 Autosomal DNA triangulated to multiple descendants of both Lazarus Estes and Elizabeth Vannoy.
Proof Deed to Worth and Cornie Epperson where Lazarus lists William George Estes as one of his heirs – Claiborne Co., Deed Book M2, page 371.
Proof Various censuses showing parents and siblings, including sister Cornie Estes Epperson
Proof Marriage license to Crocie Brewer lists his parents
Proof Cousin George Estes knew these people and was at the funeral of Lazarus when he was a child, plus Aunt Margaret’s letters
Lazarus Estes May 1845, Claiborne Co., TN 1916-1918, Claiborne Co., TN John Y. Estes 1818-1895 Rutha Dodson 1820-1903 Y-DNA confirmed to haplogroup of Moses Estes, autosomal triangulated to descendants of Lazarus and Elizabeth and upstream ancestors through multiple matches.
Proof 1850 and 1860 census with his parents, 1870 census where he lives one house from parents with wife and children, 1880 census where his wife is still living a few houses from his parents, with their children, and John is found in Montague Co., TX
Proof October 1865 deed where John Y. Estes deeds all his possessions to his eldest son, Lazarus. Claiborne Co., Deed book B1, page 37
John Y. Estes December 29, 1818, Halifax Co., VA Sept. 19, 1895, Montague Co., TX John R. Estes 1785/88-1885 Nancy Ann Moore c 1785-1860/1870 Y-DNA confirmed through multiple sons. Autosomal triangulates to several descendants through multiple lines of other children.
Proof Personal written knowledge of Claiborne County attorney, P. G. Fulkerson, published in the local newspaper who listed parents, wife, siblings, and children of John Y. Estes and wife and children of John R. Estes
Proof John R. Estes signed as a witness for John Y. Estes in 1865 when he deeded goods to son Lazarus “for natural love and affection.” In 1850 census John R. Estes lives near sons Jechonias and John Y. Estes
Proof John Y. Estes’s and John R. Estes’s death conveyed in letters between family in Claiborne County, TN, Texas, and Oklahoma
John R. Estes 1785-1788, Halifax Co., VA May 1885, Claiborne Co., TN George Estes 1763-1869 Mary Younger  ~1775-1820/1830 Y-DNA confirmed through multiple lines. Autosomal confirmed triangulation of multiple lines of his children and his ancestors. Descendants’ DNA triangulates to that of Nancy Ann Moore’s ancestors.
Proof Halifax County 1812 personal property tax list where John R. Estes is listed as the son of George Estes and lives next to him.
Proof Halifax Co., VA chancery suit dealing with property of Moses Estes, father of George Estes, lists John R. and his wife’s name and location in Tennessee as Moses’s descendants.
Proof War of 1812 pension application
George Estes Feb. 3, 1763, Amelia Co., VA July 1859, Halifax Co., VA Moses Estes Jr. 1742-1813 Luremia Combs c1742-1820/1830 Y-DNA haplogroup descended from Moses Estes Sr. 1711-1787 and autosomal from his maternal and paternal lines, both.

I’ll stop here because you clearly understand the process. If I were applying for membership in a lineage society, I would simply continue this chart until I reached the individual in question. In this example, George Estes is a Revolutionary War soldier, so I could apply for DAR membership, assuming I meet their various criteria.

Another aid in documenting your ancestors is lineage organizations and their records, but keep in mind that their evidence, especially that submitted decades ago, may not be sufficient today.

DNA Confirmation

DNA can either confirm this relationship, even without a paper trail, or conversely, it can burn it all down.

The closer in time a DNA relationship is, the more likely you’ll be able to confirm it using autosomal DNA.

Sometimes, Y-DNA is a consideration, and it certainly would be in this circumstance, except that I’m not a male, and we don’t have a living Estes male descended directly from William George Estes (through all males) to test.

Mitochondrial DNA can’t be used in this circumstance either since William George Estes’s children have their mother’s mitochondrial DNA, not his.

For the purposes of today’s proof, I used the Family Finder autosomal DNA test.

Buster Estes, now deceased, grandson of Lazarus Estes through his son Charlie Tomas Estes, is my 1C1R, (first cousin once removed). He tested both his Y-DNA and took the autosomal  Family Finder test for me many years ago.

Additionally, Cornie Epperson’s grandchild and great-grandchild, my second cousin and 2C1R, agreed to autosomal DNA testing for me as well. Cornie’s grandchild agreed to test their mitochondrial DNA, which descends from Elizabeth Vannoy – for which I remain immensely grateful.

All of these cousins match me, as well as each other, appropriately, as would be expected for their respective relationships to me and to each other.

Since then, additional descendants of Lazarus Estes and Elizabeth Vannoy have tested and match others at the appropriate, expected level.

I also match other descendants of Elizabeth Vannoy’s parents, as do my cousins, so I can literally walk both Estes and Vannoy segments back in time.

In this case, NOT matching close Estes relatives would conclusively prove that I’m NOT related to the more distant Estes family.

However, if I didn’t match, it’s also possible that my father would not have matched those people either. I don’t have a full sibling through my father, but I do have a half-sibling whose descendants I match appropriately for the expected relationship. That proves that I’m my father’s biological child.

My half-sister died before DNA testing. NOT matching my sister’s descendants would confirm that we were not sisters, meaning we did not share the same father. One or the other of us would probably match Estes descendants, such as our second cousins. Fortunately, we match each other and Estes descendants.

Unfortunately, my half-brother Dave did not match me, nor any Estes family members, providing that we did not share a biological father – a heartbreaking discovery. He’s still my brother though, just not biologically, and I loved him dearly. (For the record, I found Dave’s father and his family after his death.)

I can prove that my father descends from his father because I also match the descendants of my father’s paternal half-siblings, as expected.

I also match (and triangulate with) the descendants of my grandfather’s sibling, Cornie Epperson, as expected, which proves my connection back to Lazarus and, therefore, my father and grandfather’s connection to Lazarus, too.

By the time we reach John R. Estes, son of George Estes, we can also use Y-DNA. While I personally can’t test for the Estes Y-DNA, a descendant of John R. Estes has taken the Big Y-700 test, needed for this level of detail, and they match the unique mutation (R-ZS3700) that occurred between Abraham Estes and his son Moses Estes Sr., then descended through Moses Jr. to George to John R., then on to our tester, confirming this paternal lineage.

Furthermore, I and other descendants of Lazarus Estes autosomally match Y-DNA descendants of John R. Estes as would be expected of 3rd or 4th cousins.

Therefore, by proxy, using both Y-DNA and Family Finder, we are all confirmed to descend from this entire Estes lineage, to and including Lazarus Estes and his son, William George Estes, through my father to me.

Whew!!!

Summary

Yes, it was a long, detailed path to get here using both traditional genealogical research and DNA results, but we did, and that’s really all that matters. I probably provided more examples than I really needed to, but I’m trying to answer as many “what about this” questions as I can, in advance. The Proof Table methodology isn’t cast in concrete and is easy to replicate and adapt based on your situation and the records at hand.

My final word of caution would be to make sure you don’t discount or omit negative evidence inadvertently. I made that mistake when I was less experienced because I didn’t realize the importance of negative evidence.

I’ve seen situations where a resource was not recorded because there “was nothing there,” when the fact that “nothing was there” is in itself important negative evidence that needs to be weighed and considered.

That’s one reason why preparing a list of all the resources in a particular area is so important. When you discover new resources or they become available, be sure to record and check those resources. For example, if a tax list for a particular county or district is uncovered, record that resource, even if the person you’re seeking isn’t listed there. The next question to ask is why they would not be listed, which may lead you to seek out or perhaps reevaluate other information.

Future Topics

I have three more articles planned in this series and expect to publish the next one in the winter.

  • DNA as Proof – or Not
  • Leveling up
  • Writing it Up

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