by Lisa Cooke | Apr 10, 2013 | 01 What's New, Records & databases, Research Skills
It’s time to pay taxes in the United States! 
Is it any consolation that our ancestors paid them, too? Here’s a brief history of U.S. federal taxation and tips on where to find tax records for the U.S. and the U.K.
History of Tax Records
According to the National Archives (U.S.), the Civil War prompted the first national income tax, a flat 3% on incomes over $800. (See an image of the 16th Amendment and the first 1040 form here.)
The Supreme Court halted a later attempt by Congress to levy another income tax, saying it was unconstitutional.
In 1913 the 16th Amendment granted that power. Even then, only 1% of the population paid income taxes because most folks met the exemptions and deductions. Tax rates varied from 1% to 6%–wouldn’t we love to see those rates now!
Where to Find Tax Records
Ancestry.com has indexed images of U.S. federal tax assessment lists from the Civil War period (and beyond, for some territories).
Here’s a sample image from Arkansas:
Of course, the U.S. federal income tax is just one type. Taxes have been levied on real estate, personal property and income by local, regional and national governments throughout the world.
Some tax records can be found online at the largest genealogy websites.
Here are examples of tax records that can be found at Ancestry:
- tax records from London (1692-1932);
- the U.S. states of Pennsylvania, Tennessee, New York, Ohio, Georgia and Texas;
- and many from Scotland, Ireland, Canada and Russia (there’s more: see a full list and descriptions here).
FamilySearch.org hosts over a million records each of U.S. state tax records from Ohio and Texas.
FindMyPast hosts a wealth of U.K. tax records, from local rate books to Cheshire land taxes and even the Northamptonshire Hearth Tax of 1674.
In addition to genealogy websites, here in the U.S., look for original real estate and personal property taxpayer lists in county courthouses or state archives.
It’s also a good idea to consult genealogical or historical organizations and guides. A Google search for “tax records genealogy Virginia” brings up great results from the Library of Virginia and Binns Genealogy. And here’s a search tip: Use the keyword “genealogy” so historical records will pop up. Without that term, you’re going to get results that talk about paying taxes today.
If you still haven’t found the tax records you are looking for, there are two more excellent resources available for finding out what else might be available within a particular jurisdiction.
The first is the FamilySearch Wiki. From the home page you can drill down using the map, or try a search in the search box. Search for the jurisdiction and the keyword tax. Click through to the page for that jurisdiction. Typically you will find a table of contents that includes links to the section of the page covering various topics. Look for a link to tax, taxes, tax records, or taxation. They will list known sources for tax records in that area.
Tax records at the familysearch wiki
The second resource for finding out what else might be available is the free USGenWeb site. Like the FamilySearch Wiki, it’s organized by location / jurisdiction. Drill down to the place and then look for the section listing the known records for that area and look for tax related links.
Find information about tax records at USGenWeb
Why It’s Worth Finding Tax Records
I’ll leave you with this tantalizing list of data gathered in the Calhoun County, Georgia tax list of 1873. It enumerates whites, children, the blind/deaf/dumb, dentists, auctioneers, and those who have ten-pin alleys, pool tables and skating rinks. Then, real estate is assessed in detail. Finally, each person’s amount of money, investments, merchandise, household furniture, and investment in manufacturing is assessed.
As you can see, it can pay you big to invest time in looking for your ancestor’s tax records! Just make sure that if you’re here in the U.S., you’ve got your own taxes out of the way before you go searching for someone else’s.
by Lisa Cooke | Jan 23, 2017 | 01 What's New, Adoption |
Adoption and genealogy often cross paths. More and more genealogists are having to navigating between both birth family and an adopted family pedigrees. Our easy, step-by-step instructions will show you how to merge these two pedigree charts into one with FamilySearch Family Tree and Ancestry.com.
Creating a Birth and Adoption Line with FamilySearch Family Tree
Anyone can create a family tree at FamilySearch.org for free. You need to create your free account first. If you need more instruction on how to get started with a family tree on FamilySearch, click here.
For those of you who already have a FamilySearch family tree you work with, here is how to include both a birth line and adopted line.
In this example below, James Donald Woodard was raised by Robert Cole and Goldie Witt, but is the natural son of Elmer Woodard and Margaret Cole.
Step 1: From the pedigree view, click on the person you would like to have two pedigrees for. Then, choose “Person” to get to the individual’s person page.
Step 2: At James’ person page, scroll down to the “parents and siblings” section. Here, multiple sets of parents can be added by clicking on “Add Parent.” We can also indicate what type of relationship the parent has to the child (choices include: biological, adopted, guardianship, foster, and step) by clicking the little pencil icon at the right of James’ name under the parent couple. Lastly, whichever couple is marked “preferred” will be the parents that will show up in your pedigree view.
Step 3: Add a second set of parents for James by clicking on the “Add Parent” icon and follow the prompts to add the new parents by name.
Step 4: You will have James appearing as a child under each couple. Now, indicate the type of relationship James has with each couple.
Find James in the list of children under Robert and Goldie.
Click on the little pencil icon in his box. A new window will pop-up. You will click on “Add Relationship Type” and then choose the appropriate relationship from the pull-down menu. When you are finished, click “Save.” You will need to do this for both the father and the mother.
You can see that James’ name appears under Robert and Goldie with the relationship noted. (When the relationship is biological, no notation appears.)
James now has two pedigree options. We can easily switch between the pedigrees for James by clicking the preferred button on whichever couple we would like to view. You can change the preferred couple whenever and how-many-ever times you want!
Creating A Birth and Adoption Line at Ancestry.com
Step 1: First, add one set of parents for the individual. You can do this in the pedigree view. Click on “Add Father” or “Add Mother” and fill in the fields for name, date of birth, etc.
Step 2: Add a second set of parents for Jason by clicking on Jason’s name and choosing “Profile.” This takes you to a new screen that looks like this image below.
Step 3: This is Jason’s profile page. You can see his newly added parents, Mason Tennant and Megan Adams. Click the edit button at the top right of the screen and chose “Edit Relationships.”
Step 4: A pop-up window for relationships will appear. Here, you can mark the type of relationship between Jason and Mason. The choices are biological, adopted, step, related, guardian, private, and unknown. After you have chosen the appropriate relationship for the first father, click “Add Alternate Father.”
Step 5: Add the name of the second father and choose the appropriate relationship. You will then be able to choose which father you want to mark “preferred.” Do the same for the mothers.
If we want to see Jason’s birth or adopted family tree, we need only go to his profile page, click “Edit Relationships” at the top right, and mark one set of parents as “preferred.” Then, that couple will show up in the pedigree view.
Adoption genealogy certainly has it’s challenges, but creating a pedigree chart that includes both the birth and adoption lines, doesn’t have to be one of them! Let us know in the comments below how you have included both your birth and adoption lines into your family history. We love to hear from you.
More Adoption Gems
DNA for Adoption Research: Nice to Meet You!
Genealogy Gems Podcast episode 178: CeCe Moore Talks about Genealogy and Adoption (Listen for free)
DNA Testing for Adoptees: Advice from Your DNA Guide
by Lisa Cooke | Jul 19, 2015 | 01 What's New, Brick Wall, images, Photographs, Research Skills, Technology
The forensic investigator pulls up to the crime scene and snaps a fresh set of rubber gloves. She props open the trunk of the car and carefully, slowly, sweeps a tube of florescent light back and forth inside the trunk, watching with an eagle eye for the glimmer of something that shouldn’t be there.
It’s a familiar scenario – well, that is, if you watch Court TV or CSI or one of the other of myriad of television shows featuring forensics. If you’re like me, you’re fascinated by this type of investigation. Criminal investigators are not all that different from genealogists: they are looking for dead people and trying to find out what happened to dead people.
So it will be be no surprise that this recent news item grabbed my attention:
Image from the National Library of Wales website. Click to view.
Poetry and pictures drawn in the margins of a medieval manuscript–and then erased–have been rediscovered using modern imaging techniques. The Black Book of Carmarthen is the oldest known surviving Welsh language manuscript. Written in 1250, it’s now “throwing up ghosts from the past after new research and imaging work revealed eerie faces and lines of verse which had previously been erased from history,” according to a National Library of Wales blog post.
“A combination of ultraviolet light and photo editing software” were used to better see ancient doodles that had been erased from the margins. The process revealed “images, and snatches of poetry which are previously unrecorded in the canon of Welsh verse.”
We’ve featured several types of forensic analysis as applied to genealogy over the years. In fact, forensic genealogy principles inspired my popular presentation, How to Reopen and Work a Genealogical Cold Case (if you’re a Premium Member of this website you can sign in right now and watch it under Premium Videos).
Criminal investigators are not all that different from genealogists:
they are looking for dead people and trying to find out what happened to dead people.
Genealogy Gems Podcast Episodes 89 and 90 features Dr. Robert Leonard, a forensic linguist featured on an episode of Forensic Files on TV. It was such a riveting interview that I brought him back for Premium episode 48 where his brother Dr. George Leonard joined us. And way back in the pioneer days of this podcast (2008) Episode 18 featured “Vehicular Forensics.”
It was my genealogical take on using alternative light sources on not the trunks of cars, but rather their faded license plates as they appear in old photos. That episode has been “retired” but will soon be 
remastered and available for listening (stay tuned to the free Genealogy Gems email newsletter for the publication announcement.) In the meantime you can read about it in depth in my very first book Genealogy Gems: Ultimate Research Strategies.
Have you looked to see what lurks on the pages and photos of your ancestors? Email me and we may share it in an upcoming blog post or episode.
by Diahan Southard | Mar 25, 2014 | 01 What's New, Family History Podcast, Records & databases, Vital Records
Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished March 25, 2014
with Lisa Louise Cooke
https://lisalouisecooke.com/familyhistorypodcast/audio/fh24.mp3
Download the Show Notes for this Episode
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 24: Using Marriage Records in Family History
So far in this podcast series you’ve made a lot of progress. You’ve set up your genealogy database, talked to your relatives, gotten familiar with the Family History Centers and you have your research worksheet to lead you in your investigation backwards in time, through death records and the census.
In today’s episode we’re going to continue working backwards down the records aisle looking for marriage records. Marriage records are a type of vital records, meaning they provide vital statistics for a person’s life. They can be a rich—even vital!—source of genealogical information.
Marriage records, like death and birth records (which we’ll be covering in an upcoming episode) are primary sources. This means that the record was completed at the event or very close to it by someone who was present at the event. That means it’s a pretty reliable source.
There are two types of marriage records: civil records which are recorded with the local government, usually at the county level, and church records, if the marriage took place in a church.
Update: Many government and church marriage records have found their way into major genealogical databases (www.Ancestry.com, www.FamilySearch.org, www.FindMyPast.org, www.MyHeritage.com, etc). Look for indexed records and—if you’re lucky—digitized versions of the actual record. (If you find only indexed records, use the process below to find copies of the actual record.)
Civil/Government Marriage Records
You need to determine where the marriage took place in order to figure out the proper civil authorities to contact. Usually that’s the clerk in the town, county, district or parish where the happy couple said “I do.” In the U.S., chances are it was at the county level, but if you’re not sure, do a Google search on the name of the county and the phrase “vital records” or “marriage records.” Chances are one of the first search results will be a link to the website for that county and hopefully the specific page that will tell you how to request vital records. There you should find specific instructions about how to make the request and any fees involved.
3 Tips for Obtaining Marriage Records for Genealogy
- Tip #1: Be sure and follow the instructions to the letter because otherwise you will likely have your request returned to you unfilled and asking for more information which just wastes time.
- Tip #2: As with Death Records, it isn’t necessary to order a certified copy because you are not using it for legal reasons, just information reasons. Certified copies cost more and usually have more requirements to applying for them.
- Tips #3 Request a complete photo copy (which is sometimes referred to as a LONG FORM) rather than a SHORT FORM which can be a brief transcription of the record. There may be clues in the original record that may be left out (or mistranscribed) in the SHORT FORM.
If all this sounds cumbersome there is an easier to request marriage records and that is through Vitalcheck.com (see below). While it costs more you can order the records quickly and easily online.
If you’re looking for civil records in England or Wales, those records have been officially recorded by local District Registrars who reported to the General Registrar Office since July 1, 1837. These records are probably easiest to access, particularly if you are not in the UK, through FindMyPast.com, which does charge a fee for each record.
Types of Civil Marriage Records:
- Marriage application. I can’t guarantee they’re available in every county, but it’s definitely worth asking!
- Marriage license. This record often holds the most genealogical value. It will include their names, ages, residences as well as perhaps their race, occupation, age, and perhaps their parents’ names.
- Marriage register record. This confirms the marriage actually took place. This may be just a signature and date from the official who performed the marriage, and may be a small section at the end of the marriage license information. (The latter type of record may also be called a “marriage return” or minister’s return.”
- Marriage certificate. While this record is part of the process it isn’t available through the vital records office. It would have been kept by the couple and will involve some looking around and asking relatives to see if it still exists.
Tip: A marriage license alone does not prove a marriage. A couple could easily apply for a license but never go through with the big day.
Church Marriage Records
Start looking for these records at the Family History Library (www.familysearch.org).
Other places to look:
- The church if it still exists. Search for their website. Contact the church office and ask if they have records for the time period you’re looking for. If they no longer have the records ask where they are being archived.
- Check in with the closest local library and ask to talk to the reference desk.
- Search the WorldCat catalog (see Links).
- Check the US Gen Web site for the state and county where the marriage occurred (see Links). These sites are run by volunteers and each county has a different variety of records and resources available. Contact the local genealogy or and historical societies and ask for their help.
Other records to look for:
- Banns of marriage records. Look for a record of the banns in the church minutes or church bulletins.
- Newspaper marriage announcements. Tip: Keep in mind when you’re searching a newspaper database and you find a listing for what appears to be the right family in the right area but the date is way off, be sure and check it out because it just may be a republishing of the news you were looking for! (Learn more about newspaper research in my book How to Find Your Family History in Newspapers.)
Links/Updates
FamilySearch. To search for marriage records by place, click on Search, then Catalog, then search by location. You’ll find both government and church marriage records listed here. Look at the county level for U.S. government records; look at the municipal level or under the Church records category for church marriage records.
USGenWeb
WorldCat
VitalChek
by Lisa Cooke | Jun 23, 2017 | 01 What's New, Digital Archives, Records & databases |
The New York State Death Index (1880-1956) is online for the first time! Also: letters of complaints to the city of Sydney, Australia; marriage records for Indiana, Iowa, Nebraska, and Washington; and the newspaper of a historically black North Carolina university. Coming soon: a major new online archive for Ontario, Canada.
Featured: New York State Death Index
For the first time, the New York State Death Index (1880-1956) has been made available online–and it’s free! The nonprofit advocacy group Reclaim the Records won its case that this index should be made available as free public records. According to the organization’s announcement, the index isn’t completely statewide: New York City death records were maintained separately, and Yonkers, Buffalo and Albany are not included until 1914 or 1915. The index for 1880 and 1881 is sparse, as record-keeping wasn’t good yet, and the index for 1943 is difficult to read. And it’s unclear whether those who died at some state institutions were included. The link above takes you to each year’s index on Internet Archive.
Australia: Complaints to the City of Sydney
Over 56,000 letters written by residents to the City of Sydney in the latter part of the 1800s have been digitized and added to the City of Sydney Archive online. A city historian quoted at the Daily Telegraph.com said people’s complaints “range from the mundane to the bizarre,” such as “foul smells, night time noise, stray farm animals and smoke billowing from homes and blacksmiths’ forges.” This same online city archive also hosts a collection of historical photographs, a full run of Sands directories, postal directories, and other resources for researching your house history. Find this collection by clicking Archives Investigator and then “Letters Received by Council, 1843-1899.”
Canada: New Ontario collections planned
Findmypast and the Ontario Genealogical Society have announced a new partnership that will bring millions of Ontario records online. According to a Findmypast announcement, “The first phase will be launched later this year with the online publication of over six million fascinating Ontario records, including:
- The Ontario Name Index (TONI) – over 3.7 million records – a mega-index of names with the goal of including every name found in any publication relating to Ontario, ranging from registers of birth, marriage & death to obituaries, memorial inscriptions, newspaper articles and more.
- The Ontario Genealogical Society Provincial Index (OGSPI) – over 2.6 million records – containing data from censuses, birth, marriage and death registers, references in books, land records, passenger lists, military records and a host of other references.
- Oddfellows Life Insurance Applications (1875-1929) – over 240,000 names released online for the very first time, containing a collection of just over 59,000 life insurance applications to the Odd-Fellows’ Relief Association of Canada. The applications contain answers to up to thirty-one questions about sex, age, occupation, height, weight, ethnic origins, marital status, family structure, and past and present health conditions.
- Ontario Genealogical Society Bulletin/Families and NewsLeaf – new images from official society publications and journals will become available to search through Findmypast’s Periodical Source Index (PERSI) – the largest subject index to genealogy and local history periodical articles in the world.”
Stay tuned to the Genealogy Gems blog for an announcement when the collections are available.
US: North Carolina university newspaper
Several issues of the student newspaper for Johnson C. Smith University are now online at DigitalNC. “Johnson C Smith University, a historically black university in Charlotte, NC was founded in 1867 as the Biddle Memorial Institute,” explains a Digital North Carolina blog post. “The name was changed to Johnson C Smith University in 1923 after a benefactress’ husband, shortly before the available run of papers were published.” Online editions span 1926 – 1930.
Marriage record example from “Nebraska Marriage Records, 1855-1906” on Ancestry.com. Click to view.
US: Marriage records: NE, WA, IN, IA
Ancestry.com has published a new index of Nebraska, Marriage Records, 1855-1908 with over 1.4 million records. It includes indexed images of records that generally include the couple’s names, birthdates, birthplaces, parents’ names and date and place of the wedding. Also new on Ancestry.com is Washington, State Marriage Indexes, 1969-2014, described as “a statewide index to over 3.9 million marriages that were performed in Washington between 1969 and 2014.” It includes only the names of the couple, date of the wedding, and county.
The site has also recently updated marriage records collections for the states of Indiana, Iowa and an update to Washington, Marriage Records, 1854-2013, described as “images of and indexes extracted from various records of marriages in Washington” from the state archive (and, with over 10.5 million records, likely overlaps with the above new collection).
Thanks for helping us spread the word about new genealogy records online! Just share this post with your genealogy buddies and fellow society members. You’re a gem!
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