Ruben,

Thank you so much for doing the research to summarize this process and what
the records contain. Wonderful! Cheri

Cheri Mello
Listowner, Azores-Gen
Researching: São Miguel island: Vila Franca, Ponta Garca, Ribeira Quente,
Ribeira das Tainhas, Achada

On Thu, Aug 2, 2018 at 2:25 PM, <[email protected]> wrote:

> Hi Cheri,
>
> I was doing some research about these documents and came across some
> information that explains more about them. The first is a scope and content
> section in the arquivos.azores.gov.pt website which says that these were
> required special processes that occurred when the heirs were minors,
> disabled, or absent. These inventories were originally called "Inventarios
> Orfanologicos" and then as just "Inventarios" which were required until
> 1994. After 1994 there was a law number 227/94 of September 8th that
> eliminated the requirement.
>
> The other place I found more information was in the forums of a Portuguese
> genealogy website called geneall.net. It says that when the judge had
> knowledge of someone's death whose heirs were minors, disabled, or absent,
> it was required to administer their rights. In this case, the head of
> household (which was the surviving spouse or if both were deceased, the
> eldest child) was summoned to appear in court in three days to, under oath,
> present required statements, organize a family council consisting of five
> persons including family members, or friends of the heirs being
> administered. Only after this, the process of creating the inventory would
> start. The law required that the "inventariante" or head of household to
> make a statement under oath describing all of the assets left by the
> deceased. It goes on to say that the penalty for perjury of any assets was
> the loss of the assets that were not mentioned to the co-heirs.
> There are several parts to these inventories: (sorry for not having the
> proper accentuation, but my keyboard doesn't have them)
>
>    - Declaracoes de Cabeca de Casal (Head of Household Statements or
>    Declarations)
>       - This is the most important part of these inventories from a
>       genealogy standpoint, because it contains information about the 
> deceased,
>       the head of household or surviving spouse, heirs, pre-nuptial 
> agreements,
>       addresses, dates, and the existence of a will. So, these inventories 
> were
>       required regardless of will.
>    - Relacao de Bens, this part contains the list of assets
>    - Conferencia de Interessados, this part contains information about
>    the meeting presided by the judge in which the heirs decide in agreement
>    the award of assets. If no agreement was reached, they started a process of
>    "licitacoes" which was some sort of bidding process of the assets.
>    - Mapa de Partilha, this part includes how each share of the assets
>    was assigned to each heir
>    - Sentenca, the judicial decision
>
> So, the most important piece of these inventories is the "statement(s) of
> the head of household", which contains information on the couple, children,
> including their spouses, with their ages. In addition, they include a death
> certificate for the purposes of creating this inventory which contains more
> information about the deceased including cause of death.
>
> Sources:
> www.arquivos.azores.gov.pt/details?id=1040114
> https://geneall.net/pt/forum/159229/inventario-orfanologico/
>
> Ruben
>
>    -
>       - On Sunday, July 22, 2018 at 7:19:54 PM UTC-4, Cheri Mello wrote:
>
> While I was in Ponta Delgada on Sao Miguel island, I made extensive use of
>> the inventories or wills. I was able to find them on the Archives Catalog
>> at http://www.arquivos.azores.gov.pt/  I don't know how to find them for
>> other islands. I don't think the other archives entered them or perhaps the
>> inventories or wills are not housed at the other archives.
>>
>> The inventories and wills varied a lot and from time period to time
>> period. The more recent ones were better, as they were more organized and
>> followed a format.
>>
>> They started with a cover page, naming the deceased and who was in charge
>> of their inventory. Some had maybe 7 pieces of paper (so potentially 14
>> pages of information). Some had 144 pieces of paper (288 pages of
>> information). The more "recent" ones (1920s forward) had a copy of the
>> death certificate with the cause of death listed. Or the best that medicine
>> knew for that time period. They named children, grandchildren,
>> great-grandchildren if they had any. If you can read the births and
>> marriages, then you already know the words of "filhos" and "netos."
>> "Bisnetos" are the great-grandchildren. Some listed relatives on the
>> paternal side "pelo lado paterno" or the maternal side "pelo lada materna,"
>> Anytime I saw the word "familia" I scanned the page. Some listed what I
>> believe were people they owed. Some listed what they owned, as in the
>> furnishings and whatnot. My 2 great-grandmother's had a declaration from
>> her husband. I don't know what it says yet. I'm waiting on my cousin to
>> tell me. And there was a lot of legal stuff in there too.
>>
>> The earliest will/inventory that I looked at was from 1807. Some exist
>> from the 1700s.
>>
>> Not every ancestor will have an inventory or will. You didn't need to own
>> property to have an will or inventory. As I said, it appeared that one guy
>> owed a lot of people a lot of money.
>>
>> They allowed me to take pictures with my camera (found out I need a
>> different pair of reading glasses to take pictures). They said that the
>> inventories are NEVER to be posted anywhere on the Internet. That means
>> Ancestry.com, Geni.com, My Heritage, FamilySearch.org, your own personal
>> page, etc. They consider the inventories private Yes, I understand that if
>> the person died in 1807, no one alive today was mentioned in that will. But
>> they have their rules. I said it was going to be left on my computer so I
>> could consult it. I would extract only genealogy information from the
>> documents, but would never post an image of any them. So for those
>> utilizing the inventories/wills, do NOT post them ANYWHERE on the Internet
>> or you mess it up for future genealogists.
>>
>> Hopefully the other archives will get their inventories/wills up on the
>> Archives Catalog.
>> Cheri Mello
>> Listowner, Azores-Gen
>> Researching: São Miguel island: Vila Franca, Ponta Garca, Ribeira Quente,
>> Ribeira das Tainhas, Achada
>>
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