Preliminary Inventory of the John Jay TePaske Papers, 1500s-1988
[top]Descriptive Summary
TitleJohn Jay TePaske Papers,
1500s-1988
Creator
TePaske, John Jay
Extent
11.9 Linear Feet
9000 Items
Repository
9000 Items
Rare Book, Manuscript, and Special Collections Library, Duke University
Language
English.
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Administrative Information
Access RestrictionsCollection is open for research.
However, patrons must sign the Acknowledgment of Legal Responsibility and Privacy Rights form before using this collection.
Also, all or portions of this collection may be housed off-site in Duke University's Library Service Center. Consequently, there may be a 24-hour delay in obtaining these materials.
Please contact Research Services staff before visiting the Rare Book, Manuscript, and Special Collections Library to use this collection.
Use Restrictions
The copyright interests in this collection have not been transferred to Duke University. For more information, consult the copyright section of the Regulations and Procedures of the Rare Book, Manuscript, and Special Collections Library.
Preferred Citation
[Identification of item], John Jay TePaske Papers, Rare Book, Manuscript, and Special Collections Library, Duke University.
Provenance
Collection was received as gifts from Dr.TePaske in 1993 and 1999.
Processing Information
Preliminary processing by Lisa Stark, Ali Poffinberger, and Debbera Carson; finding aid by Luis Gonzáles
Completed February 24, 2000
Encoded by Lisa Stark
This finding aid is NCEAD compliant.
This collection is unprocessed: materials may not have been ordered and described beyond their original condition.
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Biographical Note
Professor John J. TePaske is Professor Emeritus of History at Duke University and a distinguished scholar of colonial Latin American history.
[top]Collection Overview
The following overview was compiled almost completely from the 1999 accession of the TePaske Papers, although the 1993 accession contains more of the same types of materials.
This collection consists of summaries of the fiscal records of the royal treasuries of key regions in colonial Spanish America. Represented in these records are present-day Mexico(New Spain),Peru,Upper Peru(Bolivia),Rio de la Plata (Argentina,Paraguay, and Uruguay), Chile,Ecuador, and Cuba. The scope of the records is broad and comprehensive, offering in most cases virtually complete series of fiscal data for the colonial era, from the sixteenth century through the early decades of the nineteenth century.
Variously known as sumarios,cartas cuentas,tanteos or relaciones juradas, the account summaries list all the revenues and expenditures in the account period for each particular treasury district. The royal treasuries (cajas) collected taxes and made disbursements. Tax receipts (cargo) included levies on silver production, sales and port taxes, Indian tribute, and royal monopolies on commodities, (tobacco, mercury, stamped legal paper) and legal transactions. Expenditures (data) included the salaries and upkeep of the district's royal bureaucracy, defense expenses, and support for the missionary activities of the church. Surplus revenue generally found its way into the viceroyalty's coffers to help defray costs related to governmental activities. Each summary synthesizes an account period's worth of transactions in each particular caja or treasury. As such, these documents provide a window into both the fiscal organization of the Spanish empire and the fiscal state of each district, and also help elucidate the diversity of economic life in the various treasury districts.
Most of these records come from the Archivo General de Indias in Sevilla, Spain. Originally organized into bundles or legajos, the account summaries were scattered in various sections of the Sevilla repository. The Contaduría section holds most of the accounts related to the period prior to the mid-eighteenth century. After that, the records are dispersed within the various Audiencia sections for each jurisdiction. For example, the records for the Lima treasury appear in the Audiencia of Lima section of the archive, and so on. The following list offers a broad overview of the location of the holdings in the Archivo General de Indias:
Peru:Up to 1760: Contaduría (legajos 1679-1873); After 1760: Audiencia of Lima (legajos 38-50); Audiencia of Cuzco
Upper Peru:Up to 1760: Contaduría (legajos 1795-1850); After 1760: Audiencia of Charcas (legajos 627-671); Audiencia of Lima (legajos 1301 and 1415)
Chile:Up to 1750: Contaduría (legajos 1854-1858, and 1860); After 1750: Audiencia of Chile (legajos 339-351, 395-415)
Rio de la Plata: Contaduría (legajos 1845, 1846, 1884, 1886A, 1887A, 1894A, 1894B); Audiencia of Buenos Aires (legajos 393-399, 401-409, 442, 445-446, 448, 450-451, 453-455, 457-458, 460-462, 464-466, 484, 619-620, 701-703); Audiencia of Lima (legajo 1416)
Ecuador: Contaduría (legajos 1377, 1539-1540, 1576-1577); Audiencia of Quito (legajos 140-141, 173, 165, 407, 413, 415-429, 469-475, 477, and 497)
Mexico:Up to 1760: Contaduría (legajos 677-940); After 1760: Audiencia of Mexico (legajos 2027-3198); Audiencia of Guadalajara (legajos 436-496)
These archival materials were originally collected for a collaborative research project designed to compile comprehensive fiscal data on the former Spanish American colonies. Except for the Cuban accounts, the majority of these sources have already been published in book format as the list below attests:
A. Mexico (New Spain) and Mexico City:
John J. TePaske and Herbert S. Klein. Ingresos y egresos de la Real Hacienda de Nueva España. 2 vols. México, D.F.: Instituto Nacional de Antropología e Historia, 1986-1988.
John J. TePaske and José y Mari Luz Hernández Palomo. La Real Hacienda de Nueva España: la Real Caja de México, 1576-1816. México: Instituto Nacional de Antropología e Historia, SEP, Departamento de Investigaciones Históricas, Seminario de Historia Económica, 1976.
B. Peru,Upper Peru (Bolivia), Rio de la Plata (Argentina,Paraguay, and Uruguay), Chile, and eighteenth-century Ecuador:
John J. TePaske and Herbert S. Klein. The Royal Treasuries of the Spanish Empire in America. 4 vols. Durham: Duke University Press, 1982-1990.
(Note: The fourth volume in the series on Ecuador was compiled by professors Alvaro Jara and John J. TePaske.)
We strongly encourage researchers to first read the introductions to the published accounts before consulting these records. In the introduction to each volume, researchers will find useful background information about the development of the royal treasury system in the districts for which there is fiscal data. The introductions also concisely explain the organization and operation of the treasuries, the structure of the account summaries and the terminology used in them, the use of multiple units of currency, and other important details about bookkeeping in colonial times.
Although the published account summaries faithfully replicate the originals, there are slight variations. The authors made minor changes to make the data more manageable. Monetary units were rounded off and the entries on both the income and expenditure sides of the accounts were standardized and arranged in alphabetical order. For more information on these and other methodological issues, please see the introduction to the volumes.
The TePaske collection consists of colonial Spanish American fiscal records in both microfilm and print. The printed materials are duplicates of the originals in microform.
Glossary:
caja real = royal treasury
cargo = income, revenue
data = expenditure, disbursement
legajo = bundle of documents
ramo = income/expenditure category
sumario = accounts, account summary (also carta cuenta, tanteo, relación jurada)
tesorero = treasury official (also contador)
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Subject Headings
These are searchable subject entries for this collection. Performing a search on these subjects in the Duke University Libraries online catalog will bring up other related research materials.
- TePaske, John Jay
- Finance, Public--South America--History
- Finance, Public--Cuba--History
- Cuba--History
 | List of Series in Collection | |||||||
 |  | Accession #1999-0361 | ||||||
| | Accession#1993-0196 | ||||||
 | | Accession #2000-0262 | ||||||
Detailed Description of Collection
Accession #1999-0361
Cuban accounts
(18 folders)
Box 2
Cuban accounts
(3 folders)
Santa Clara
(2 folders)
Santo Domingo,
1882
Santo Domingo,
1882-1885
Santo Domingo,
1886
Habana accounts, 16th and 17th centuries
(4 folders)
Bogotá accounts, 1700-1807
(5 folders)
Box 3
Bogotá accounts, 1700-1807
(2 folders)
Quito,
1741-1803
(8 folders)
Puerto Principe
(3 folders)
Correspondence,
1988
Political Economy Working Paper by Pastore, Mario, H.
Microfilm
(15 reels)
Box 4
Microfilm
(9 reels)
Box 5
Parish count (padrón), Cuzco, Perú, ca. 1687
(12 items)
Box 6
Parish count (padrón), Cuzco, Perú, ca. 1687,
(12 items)
Indiferente general
Chile
México
(2 folders)
Buenos Aires
Microfilm
Box 7
Microfilm
(4 reels)
Accession#1993-0196
This original accession contains summaries of the fiscal records of the royal treasuries of various regions in colonial Spanish America. The records cover the 16th century through the early 19th century. The districts, cities and towns represented in these records are in present-day Mexico, Peru, Bolivia, Chile, Paraguay, Uruguay, Argentina and Panama. The majority of the records are copies of the original documents. Interspersed with the copies are transcriptions of records as well as notes. This container list enumerates the regions, cities, or towns represented in each box and the general time span covered by the records. For the most part, records for a particular place are found together. However, the records for one place may also be in more than one group within and among the boxes. The date ranges for each entry within a box reflect the time span covered by all the material found in that box for that entry, even when records for the place are found in more than one group within the box. The date ranges given do not imply that records for every year within the range are present.
Box 1
Trujillo,
1601-1817
Cuzco,
1539-1540
Arequipa,
1599-1817
Puno,
1803-1821
Santa Cruz de la Sierra,
1789-1802
Carangas,
1652-1803
Arisca,
1736-1809
Cochabamba,
1773-1809
La Paz,
1624-1803
San Juan de Matacuna,
1722-1729
Cailloma,
1631-1779
Castrovirreyna,
1600-1637
Chachapoyas,
1631-1640
Carabaya,
1684-1796
Jauja,
1730-1785
Vico y Pasco,
1674-1819
Valdivia,
1768-1810
Mendoza,
1778-1812
Concepción,
1708-1810
Chiloé,
1782-1806
Charcas,
1774-1807
La Plata,
1801-1824
Box 2
Lima,
1696-1820
Cuzco,
1571-1820
Huancavelica,
1577-1789
Vico y Pasco, 1789
Santa Fe de Vera Cruz,
1801
Mendoza,
1786-1806
Guanajuato,
1787
Guadalajara,
1709-1788
Chihuahua,
1790
Sombrete,
1747-1759
Pachuca,
1786-1787
Salta (Jujui),
1778-1788
Buenos Aires, 1786-1788
Cuenca,
1737-1738
Rosario,
1787
San Carlos de Perote,
1773-1802
San Blas de California,
1773-1794
Paraguay,
1786-1787
Puebla,
1789
Zacatecas, 1569-1576;1716
Caraboya,
undated
Mérida,
1762-1787
Oaxaca,
1802
Chucuito,
1782-1789
Cochabamba,
1788
Huamanga,
1789
Santa Ana del Sur,
1768-1770
Callao,
1787-1788
Montevideo,
1786-1798
Salta (Jujui),
1789
Durango,
1675-1693
Ciudad Real,
1797,
1804
Zipagura,
1684-1686
Box 3
Zacatecas,
1568-1816
Pachuca,
1667-1800
Bolaños,
1753-1804
Acapulco,
1590-1809
Guanajuato,
1665-1817
Guadalajara,
1568-1804
Sombrerete,
1683-1816
Box 4
Buenos Aires,
1634-1809
Santa Fe,
1803
Concepción,
1624-1630
Maldonado,
1786-1806
Paraguay,
1772-1808
Córdoba de Tucumán,
1749-1800
Veracruz,
1578-1808
Santiago de Chile,
1567-1810
Santa Fe de Veracruz,
1772-1804
Salta (Jujui),
1749-1783
Box 5
Arequipa,
1776-1810
Trujillo,
1729-1821
Huamanga,
1763-1819
Cuzco,
1775-1808
Tabasco,
1605-1811
Mérida,
1603-1816
Campeche,
1717-1815
Presidio del Carmen,
1729-1816
Saltillo,
1794-1816
Puebla,
1789-1816
Zimapan,
1729-1806
Arispe,
1782-1813
Chihuahua,
1774-1814
Oaxaca,
1790-1803
Los Alamos,
1772-1781
Rosario,
1783-1805
Cosalá,
1807-1813
Valladolid (Michoacán),
1788-1805
Saña,
1722-1775
San Louis Potosí,
1628-1764
Box 6
San Luis Potosí,
1766-1806
Oruro,
1609-1809
Piura,
1606-1779
Potosí (Charcas),
1562-1823
Durango,
1599-1813
Box 7
Real Caja de México,
1580-1668
Corrientes,
1771-1813
San Juan,
1779-1814
Santiago del Estero,
1749-1817
Salta,
1760-1817
La Rioja,
1749-1813
Montevideo,
1771-1814
Santa Fe,
1804-1813
Catamarca,
1749-1816
Tucumán,
1749-1816
Santa Ana del Sur de California,
1768-1772
Loreto Pen de California,
1771-1773
Portobelo,
1794-1816
Panamá,
1786-1814
Callao (Real Armada del Puerto de Callao),
1786-1814
Lima,
1664-1786
Accession #2000-0262
This addition to the collection includes Professor TePaske's raw data files on diskette. He also sent copies of the Latin American Economic History Newsletter which can be used as a guide to much of the collection.
