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Preliminary Guide to the John Jay TePaske Papers, 1500s-1988

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)

Descriptive Summary

Title
John Jay TePaske papers, 1500s-1988
Creator
TePaske, John Jay
Extent
11.9 Linear Feet, 9000 Items
Repository
David M. Rubenstein Rare Book & Manuscript Library, Duke University
Location
For current information on the location of these materials, please consult the Library's online catalog.
Language
English.

Administrative Information

A majority of collections are stored off site and must be requested at least 48 business hours in advance for retrieval. Contact Rubenstein Library staff before visiting. Read More »

warning Access Restrictions

Collection is open for research.

Researchers must register and agree to copyright and privacy laws before using this collection.

All or portions of this collection may be housed off-site in Duke University's Library Service Center. The library may require up to 48 hours to retrieve these materials for research use.

Please contact Research Services staff before visiting the David M. Rubenstein Rare Book & Manuscript Library to use this collection.

warning 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 David M. Rubenstein Rare Book & Manuscript Library.

Contents of the Collection

Cuban accounts (18 folders)
Box 1
Cuban accounts (3 folders)
Box 2
Santa Clara (2 folders)
Box 2
Santo Domingo, 1882
Box 2
Santo Domingo, 1882-1885
Box 2
Santo Domingo, 1886
Box 2
Habana accounts, 16th and 17th centuries (4 folders)
Box 2
Bogotá accounts, 1700-1807 (5 folders)
Box 2
Bogotá accounts, 1700-1807 (2 folders)
Box 3
Quito, 1741-1803 (8 folders)
Box 3
Puerto Principe (3 folders)
Box 3
Correspondence, 1988
Box 3
Political Economy Working Paper by Pastore, Mario, H.
Box 3
Microfilm (15 reels)
Box 3
Microfilm (9 reels)
Box 4
Parish count (padrón), Cuzco, Perú, ca. 1687 (12 items)
Box 5
Parish count (padrón), Cuzco, Perú, ca. 1687, (12 items)
Box 6
Indiferente general
Box 6
Chile
Box 6
México (2 folders)
Box 6
Buenos Aires
Box 6
Microfilm
Box 6
Microfilm (4 reels)
Box 7

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.

Trujillo, 1601-1817
Box 1
Cuzco, 1539-1540
Box 1
Arequipa, 1599-1817
Box 1
Puno, 1803-1821
Box 1
Santa Cruz de la Sierra, 1789-1802
Box 1
Carangas, 1652-1803
Box 1
Arisca, 1736-1809
Box 1
Cochabamba, 1773-1809
Box 1
La Paz, 1624-1803
Box 1
San Juan de Matacuna, 1722-1729
Box 1
Cailloma, 1631-1779
Box 1
Castrovirreyna, 1600-1637
Box 1
Chachapoyas, 1631-1640
Box 1
Carabaya, 1684-1796
Box 1
Jauja, 1730-1785
Box 1
Vico y Pasco, 1674-1819
Box 1
Valdivia, 1768-1810
Box 1
Mendoza, 1778-1812
Box 1
Concepción, 1708-1810
Box 1
Chiloé, 1782-1806
Box 1
Charcas, 1774-1807
Box 1
La Plata, 1801-1824
Box 1
Lima, 1696-1820
Box 2
Cuzco, 1571-1820
Box 2
Huancavelica, 1577-1789
Box 2
Vico y Pasco, 1789
Box 2
Santa Fe de Vera Cruz, 1801
Box 2
Mendoza, 1786-1806
Box 2
Guanajuato, 1787
Box 2
Guadalajara, 1709-1788
Box 2
Chihuahua, 1790
Box 2
Sombrete, 1747-1759
Box 2
Pachuca, 1786-1787
Box 2
Salta (Jujui), 1778-1788
Box 2
Buenos Aires, 1786-1788
Box 2
Cuenca, 1737-1738
Box 2
Rosario, 1787
Box 2
San Carlos de Perote, 1773-1802
Box 2
San Blas de California, 1773-1794
Box 2
Paraguay, 1786-1787
Box 2
Puebla, 1789
Box 2
Zacatecas, 1569-1576;1716
Box 2
Caraboya, undated
Box 2
Mérida, 1762-1787
Box 2
Oaxaca, 1802
Box 2
Chucuito, 1782-1789
Box 2
Cochabamba, 1788
Box 2
Huamanga, 1789
Box 2
Santa Ana del Sur, 1768-1770
Box 2
Callao, 1787-1788
Box 2
Montevideo, 1786-1798
Box 2
Salta (Jujui), 1789
Box 2
Durango, 1675-1693
Box 2
Ciudad Real, 1797, 1804
Box 2
Zipagura, 1684-1686
Box 2
Zacatecas, 1568-1816
Box 3
Pachuca, 1667-1800
Box 3
Bolaños, 1753-1804
Box 3
Acapulco, 1590-1809
Box 3
Guanajuato, 1665-1817
Box 3
Guadalajara, 1568-1804
Box 3
Sombrerete, 1683-1816
Box 3
Buenos Aires, 1634-1809
Box 4
Santa Fe, 1803
Box 4
Concepción, 1624-1630
Box 4
Maldonado, 1786-1806
Box 4
Paraguay, 1772-1808
Box 4
Córdoba de Tucumán, 1749-1800
Box 4
Veracruz, 1578-1808
Box 4
Santiago de Chile, 1567-1810
Box 4
Santa Fe de Veracruz, 1772-1804
Box 4
Salta (Jujui), 1749-1783
Box 4
Arequipa, 1776-1810
Box 5
Trujillo, 1729-1821
Box 5
Huamanga, 1763-1819
Box 5
Cuzco, 1775-1808
Box 5
Tabasco, 1605-1811
Box 5
Mérida, 1603-1816
Box 5
Campeche, 1717-1815
Box 5
Presidio del Carmen, 1729-1816
Box 5
Saltillo, 1794-1816
Box 5
Puebla, 1789-1816
Box 5
Zimapan, 1729-1806
Box 5
Arispe, 1782-1813
Box 5
Chihuahua, 1774-1814
Box 5
Oaxaca, 1790-1803
Box 5
Los Alamos, 1772-1781
Box 5
Rosario, 1783-1805
Box 5
Cosalá, 1807-1813
Box 5
Valladolid (Michoacán), 1788-1805
Box 5
Saña, 1722-1775
Box 5
San Louis Potosí, 1628-1764
Box 5
San Luis Potosí, 1766-1806
Box 6
Oruro, 1609-1809
Box 6
Piura, 1606-1779
Box 6
Potosí (Charcas), 1562-1823
Box 6
Durango, 1599-1813
Box 6
Real Caja de México, 1580-1668
Box 7
Corrientes, 1771-1813
Box 7
San Juan, 1779-1814
Box 7
Santiago del Estero, 1749-1817
Box 7
Salta, 1760-1817
Box 7
La Rioja, 1749-1813
Box 7
Montevideo, 1771-1814
Box 7
Santa Fe, 1804-1813
Box 7
Catamarca, 1749-1816
Box 7
Tucumán, 1749-1816
Box 7a
Santa Ana del Sur de California, 1768-1772
Box 7a
Loreto Pen de California, 1771-1773
Box 7a
Portobelo, 1794-1816
Box 7a
Panamá, 1786-1814
Box 7a
Callao (Real Armada del Puerto de Callao), 1786-1814
Box 7a
Lima, 1664-1786
Box 7a

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.

Historical Note

Professor John J. TePaske is Professor Emeritus of History at Duke University and a distinguished scholar of colonial Latin American history.

Subject Headings

Preferred Citation

[Identification of item], John Jay TePaske Papers, David M. Rubenstein Rare Book & Manuscript 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.