[DCRM-L] Estates as personal vs. corporate donor name

[Erin Blake]

If the documentation says "Estate of", I'd use:

710 2_ Geraldine Woolsey Carmalt Estate, $e donor. $5 NNC


We have a few instances where both are the case: donor explicitly left "x"
and "y" to the Folger in their will, but they didn't say anything in the
will about "z".  Later, his executors said "Hey, we're sending x and y to
you..... do you also want z? Or should we throw it away?"  Items x and y
get the personal name as former owner, item z gets the name of the estate.
I don't know what the legal implications are, I just see it as important
for provenance research: Firstname Lastname *knew *x and y would go to the
Folger, but z was someone else's decision.

Erin.

______________________
Erin Blake, Ph.D.  |  Senior Cataloger  |  Folger Shakespeare Library  |
201 E. Capitol St. SE, Washington, DC, 20003  |  eblake at folger.edu  |
www.folger.edu
<https://protect-us.mimecast.com/s/-t5RCjRgpBtArRXC7R7_2?domain=urldefense.com>
  |  Pronouns: she/her/hers




On Wed, Aug 5, 2020 at 1:05 PM Matthew C. Haugen <mch2167 at columbia.edu>
wrote:

> Hello all,
>
> For the purposes of local access points for donors, if the source of
> information indicates that an item was the gift of a person's estate, would
> you record the individual person, or the estate as a corporate body?
>
> For example, some items I am cataloging have either library-supplied
> bookplates or card-catalog records saying:
>
> "Gift of the Geraldine Carmalt Estate"
>
> I also find the statement "Gift of the Estate of Geraldine Woolsey
> Carmalt" related to several items on the Yale University Art Gallery
> website.
>
> Which access point would you use?
>
> 700 1_ Carmalt, Geraldine Woolsey, $d 1875-1967, $e donor. $5 NNC
> 710 2_ Geraldine Woolsey Carmalt Estate, $e donor. $5 NNC
>
> I would have probably defaulted to using a personal name, but I do find a
> few "Estate of" headings in the NAF.
>
> Thanks in advance for any advice,
>
> Matthew
>
> --
> Matthew C. Haugen
> Rare Book Cataloger | Columbia University Libraries
> matthew.haugen at columbia.edu | 212-851-2451 | he/him/his
>
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