Taxes: Not Fun to Pay, but Great Genealogy Records!

Introduction: Gena Philibert-Ortega is a genealogist and author of the book “From the Family Kitchen.” In this guest blog post, Gena shows how your ancestors’ tax records and notices published in old newspapers can fill in some gaps in your family history.

Tax Day in the United States is quickly approaching. Are you ready? Taxes are a part of our everyday modern lives from sales tax and income tax to property tax. As we approach that dreaded date in April when our annual income tax returns are due, it’s a good reminder that we can look at our ancestor’s tax records to help with our genealogy research.

1941 Pennsylvania tax notice

Document: 1941 Pennsylvania tax notice. Credit: from the author’s collection.

Have you thought about the newspaper as a place to research your ancestor’s tax records? Our ancestors were similarly saddled with all types of taxes as we are today, and some taxpayers found themselves mentioned in the newspapers in the form of annual delinquent property tax lists.

For example, in this 1910 list of delinquent tax payers in Sandoval County, New Mexico, the names of the property owners, the amount due, and the property descriptions are all provided.

List of Delinquent Taxes, Sandoval County, Albuquerque Journal newspaper article article 26 August 1910

Albuquerque Journal (Albuquerque, New Mexico), 26 August 1910, page 3

For those who could not or would not pay their outstanding property tax balances, a sale of their property would occur. That information would also be published in the newspaper and might include the property owner’s name and property description, as shown in this example from California.

Notice of Sale of Property for Delinquent Taxes, Evening News newspaper article 11 January 1905

Evening News (San Jose, California), 11 January 1905, page 6

Here is an old article from an Idaho newspaper about taxpayer complaints to the county board. It provides good information about a few taxpayers, why their taxes weren’t paid or weren’t credited by the tax collector, and the result of their complaints. In one case a man who was ill with smallpox asked to have any penalties for non-payment dropped because he was quarantined and not allowed by county officials to visit anyone. While it seems like that would be a good enough excuse, it appears his request fell on deaf ears. Several women were exempted from paying taxes because they were widows. Details including names and circumstances of seven taxpayers can be found at the end of the old newspaper article.

Complaints to County Board, Idaho Statesman newspaper article 17 November 1903

Idaho Statesman (Boise, Idaho), 17 November 1903, page 6

Other types of newspaper articles provide information about new taxes being enacted. These historical news articles can give you a sense of what life was like for your ancestor. While this type of social history background is not specific to an individual’s name, it does provide an understanding of their lives.

All types of tax records and notices are available on our ancestors. One of my favorites, the dog tax that was assessed against owners, was adopted by communities to help individuals who suffered the loss of livestock because of roving dogs. When researching taxes your ancestor may have paid, if you haven’t done so already, I recommend that you first check the Family History Library Catalog and conduct a Place Name search on where your ancestor lived. While conducting a place search you can look over records in the subject category “Taxation” for documents that can provide some information about your ancestor’s life.

Between these tax records, and the information published in old newspapers, you might be able to fill in a few missing pieces in your family history!

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Written by Gena Philibert-Ortega

Gena Philibert-Ortega

Gena Philibert-Ortega holds a Master’s degree in Interdisciplinary Studies and a Master’s degree in Religion. Presenting on various subjects involving genealogy, women’s studies and social history, Gena has spoken to groups throughout the United States and virtually to audiences worldwide.

Gena is the author of hundreds of articles published in genealogy newsletters and magazines including Internet Genealogy, Family Chronicle, GenWeekly, FGS Forum, APG Quarterly and the WorldVitalRecords newsletter. She is the author of the books, Putting the Pieces Together, Cemeteries of the Eastern Sierra (Arcadia Publishing, 2007) and From the Family Kitchen (F + W Media, 2012).

Gena is the editor of the Utah Genealogical Association’s journal Crossroads. An instructor for the National Institute for Genealogical Studies, Gena has written courses about social media and Google. She serves as Vice-President for the So. California Chapter of the Association of Professional Genealogists, board member of the Utah Genealogical Association and is a Director for the California State Genealogical Alliance.

Her current research interests include social history, community, social history, community cookbooks, signature quilts and researching women’s lives.

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3 thoughts on “Taxes: Not Fun to Pay, but Great Genealogy Records!

  1. Thank you for this great tip. This is a completely new idea to me — ancestors and delinquent taxes, plus new taxes enacted — all in the newspapers. I’ve copied the URL for the Family History Library Catalog and will do a search by city, county, or whatever they have!

    • Mariann,

      They are a great resource for placing an ancestor in a specific place in time. One of my favorite tax finds was a 4th great grandmother who died shortly after paying her taxes. Her name on the tax roll helped us determine when she died.

      Thanks for commenting Mariann!

      Gena

  2. The property tax discriminates against a class of people, property owners, and fails to tax many of those who use our roads, bridges, water, hospitals, schools, parks, and services. This includes people from outside of Cobb County who work and shop here, and illegal aliens,” . The property tax is also subjective, complex and costly to administer, with, for example, two identical houses next to each other potentially being assessed at different values due to foreclosures, short sales, or auctions. The property tax should be replaced with nothing. A sales tax is bad to. The first of the 10 planks of “The Communist Manifesto” is the abolition of private property and the application of all rents of land to public purposes. this is done at the federal level through eminent domain and such agencies as the Bureau of Land Management, the Forest Service, the Fish and Wildlife Service, the National Park Service, the Bureau of Indian Affairs, the Department of Defense, the Army Corps of Engineers, the Bureau of Reclamation, the Tennessee Valley Authority, and the Environmental Protection Agency, among others. At the local level, there are school and property taxes as well as eminent domain. http://www.oneofbook.com “Who owns your land if government can control what you can and cannot do on your land? And who owns your land if it can be taxed away from you?” “Who would want to buy your land once the government has decreed that it cannot be used for commercial or recreational purposes?” The federal government owns 30 percent of the land in the 50 states, or about 650 million acres. “I would personally like to eliminate the entire property tax for both individuals and businesses, because it would better protect our private property rights, broaden our tax base, lower our total taxes, and bring more businesses and jobs to Cobb County,”

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