Genealogy Tips: Find Ancestors in Tax Records

It’s time to pay taxes in the United States! Tax RecordsIs 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:

Arkansas tax record 1867

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

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 tax records at usgenweb

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.

How to Create a Coloring Book for Family History

create a coloring bookColoring books are all the rage for adults and kids. Let this project and these free online tools inspire you to create a coloring book to celebrate your heritage.

Last Christmas, my mom Cheryl McClellan created a coloring book for our extended family out of family artwork. She requested copies of line drawings from every willing relative, especially her grandchildren (ages 3-20). Then she added her own childhood artwork, some of mine, and some of her mother’s, so four generations are represented.

create a coloring book

The flowers on the left, originally painted by my grandma, wasn’t as easily colored because of all the dark areas. My mom’s childhood drawing and my son’s, on the right, both made very “colorable” images.

Then she simply photocopied each page to make it into a coloring page. She experimented with the black-and-white settings until she got the best quality reproductions for coloring.

The grandchildren’s artwork came out the best because they created images meant to be colored (with lots of lines and spaces and no shading). The older artwork reproduced with varying degrees of success. But all were fun to include. She chose not to bind the completed book, so the pages would be easier to color, but instead put each person’s collection of coloring pages in large envelopes.

More tools and ideas: Create a coloring book

To create your own family coloring book, gather family photos (or artwork) from your family archive that would be interesting to color. Consider pictures of relatives, homes, heirlooms, or other objects of significance to your current family life or your family history. The best images will have plenty of contrast in them (lights and darks).

Choose your favorite free online photo editing tool, if you have one. Examples include Pixlr.com and Snapstouch.com. I chose Snapstouch because it’s super easy. Here are the instructions on Snapstouch:

1. From the home page, select which final visual effect you prefer: I chose Sketch. (Depending on the photo and the desired effect, you might also choose Drawing or Outline.)

2. Choose your image file from your computer.

3. Select additional options, as shown here. (In Sketch mode, you can choose a darker pencil sketch and faces to be refined).

4. Click UPLOAD. Wait for the file to upload to the site.

5. After the upload is complete, you’ll see the option to click SKETCH. Click and wait for a moment.

6. If the final image is not to your liking, play with the options (you don’t need to re-upload the photo to do this). OR switch to a different visual effect and experiment.

7. Click DOWNLOAD when you’ve got the image you want.

Genealogy Book Club: Facebook Chat and More Book Picks

genealogy book club genealogy gemsMany of you are reading (or have already finished) our Genealogy Book Club featured book for the quarter, She Left Me the Gun: My Mother’s Life Before Me by Emma Brockes. In the just-published November episode of the Genealogy Gems podcast, Lisa and I talk a little more about this fantastic book from the family historian’s point of view. We get a kick out of how she uses her mother’s dog-eared address book as a family history source.

What do YOU think of the book? On Thursday, December 4, we invite everyone to post comments on She Left Me the Gun on the Genealogy Gems Facebook pageWe welcome comments for a full 24 hours (12am-12am Eastern Standard Time, USA) for our worldwide audience. But we’ll monitor the page and give feedback from 9am-9pm EST. Emma Brockes herself hopes to pop in with comments and responses to your questions. (So start thinking of what you want to say!)

Genealogy Book Club Emma Brockes

Author Emma Brockes

Of course, I’m really looking forward to the December podcast, when you’ll hear my conversation with Emma about the book. Here’s my favorite quote from the interview:

“When [your] parent dies…your relationship with their history changes almost overnight. It suddenly becomes much more relevant to you because you feel like you are the only one left who is in a position to remember it. So having never wanted to know anything about my mother’s life, suddenly after her death it seemed imperative to me to find out absolutely everything….It felt to me that I couldn’t…stake out the parameters of what I’d lost until I knew everything there was to know about her.” -Emma Brockes, on She Left Me the Gun 

Meanwhile, we have two more books to recommend this quarter for our no-fuss genealogy book club, based on YOUR feedback:

One of our listeners, Mary, wrote to us about The Woman in the Photograph by Mani Feniger. She said, “I just ordered this book and thought you might be interested in reading it. I am looking forward to reading it myself.” Here’s a little blurb I found on the book: “Mani Feniger wanted nothing to do with the relics of her mother’s life before she escaped from Nazi Germany in 1936. But when the fall of the Berlin Wall exposed the buried secrets and startling revelations of her mother’s past, she was drawn into an exploration–of history and family, individuality and identity, mothers and daughters–that would change her life forever.”

 

And here’s a suggestion from Mike: “Here’s a book I found that you and your listeners might also enjoy. The Lost German Slave Girl by John Bailey recounts the story of a poor emigrant family and what happened to one of the daughters.  I found it fascinating.  The story is non-fiction and takes place around New Orleans in the first half of the 19th century.  There is much family research involved, some heart-wrenching descriptions of what the emigrants suffered, and delightful insights into the New Orleans of that time period.  It’s the kind of research that we family historians love to do but is more dramatic than many of the personal stories we work on.”

Mark Your Calendar: Thursday, December 4
We invite you to post comments on She Left Me the Gun on the Genealogy Gems Facebook page.

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