COLLECTION GUIDES

1777-1986; bulk: 1845-1940

Guide to the Collection

Restrictions on Access

The J. M. Forbes and Co. estate papers are stored offsite and must be requested at least one business day in advance. Contact the Library at library@masshist.org or (617) 536-1608 to request materials. Please discuss your request with the reading room staff before requesting cartons by barcode.

There are restrictions on the use of this collection. Users must sign an agreement stating that they understand these restrictions before they will be given access to the collection.


Collection Summary

Abstract

This collection consists of papers of J. M. Forbes and Co., a private investment and trust management firm, related to its management of the estates of Forbes family members.

Collection Description

The J. M. Forbes and Co. estate papers consist of wills, codicils, inventories, appraisals, deeds, receipts, correspondence, and other papers held by J. M. Forbes and Co., a private investment and trust management firm, pertaining to the firm's management of the estates of John Murray Forbes; Sarah Swain (Hathaway) Forbes; John Malcolm Forbes, Sr.; John Malcolm Forbes, Jr.; Rose (Dabney) Forbes; Edith (Emerson) Forbes; William Hathaway Forbes; Waldo Emerson Forbes; Ralph Emerson Forbes; Sarah (Forbes) Hughes; and Paul Revere Forbes. While the papers were sorted and identified as belonging to particular individuals' estates, there is some overlap of materials among the different series.

Acquisition Information

Deposited by the J. M. Forbes Family Archives Committee, Jan. 2009.

Restrictions on Access

The J. M. Forbes and Co. estate papers are stored offsite and must be requested at least one business day in advance. Contact the Library at library@masshist.org or (617) 536-1608 to request materials. Please discuss your request with the reading room staff before requesting cartons by barcode.

There are restrictions on the use of this collection. Users must sign an agreement stating that they understand these restrictions before they will be given access to the collection.

Restrictions on Use

The Massachusetts Historical Society does not claim ownership to the J. M. Forbes and Co. estate papers, which have been placed on deposit at the Historical Society by the J. M. Forbes Archives Committee. The collection contains the private papers of a large extended family that retains copyright of the documents. Some materials in the collection refer to people still alive, or survived by children and grandchildren. A researcher planning to base major research on this collection is advised to consult the J. M. Forbes Family Archives Committee in advance.

The Massachusetts Historical Society cannot give permission to publish or cite documents by individuals for whom it does not hold literary rights. Use of the collection (including photocopying or any form of reproduction) does not imply permission to publish, all or in part, documents in the collection. It is the sole responsibility of the researcher to contact the Historical Society in writing to request permission to cite documents in this collection. The Historical Society will then forward the formal written request to the J. M. Forbes Archives Committee.

Photocopies are for personal use only. Personal use photocopies may not be donated or deposited in other libraries or archives, or made available to other researchers without the written permission of the J. M. Forbes Archives Committee.

Detailed Description of the Collection

Carton 1SH 1845 KFolder 1-47
I. John Murray Forbes estate, 1845-1947

Will, Naushon clause, memoranda, instructions, appointments, legacies and legatees, debts, notes, receipts, certifications, taxes, land associations, real estate papers, share holdings, trusts, distributions, papers pertaining to other people's estates, cemetery information, and miscellaneous matter.

Carton 1SH 1845 KFolder 48
II. Sarah Swain (Hathaway) Forbes estate, 1900-1901

Summary of estate holdings and account with J. M. Forbes and Co.

Carton 2SH 1846 LFolder 1-20
III. John Malcolm Forbes, Sr. estate, 1837-1946

Wills, accounts, inventories, schedules, clauses, trusts, securities, memoranda, cemetery information, Forbes Farm, Edward C. Jones estate, real estate, Louise Davenport, Will Hale, yachts, Walter Baker Company, horses, and miscellaneous matter.

Carton 2SH 1846 LFolder 21-52
IV. John Malcolm Forbes, Jr. estate, 1931-1970

Wills, affidavits, probate documents, inventories, appraisals, schedules, securities, real estate, land associations, guardian ad litem, taxes and valuations, income, debts, expenses, receipts, allowances, distributions, Clark Dodge & Co., banks, Naushon and Pasque Islands, Ethel Forbes Trust, Raymond Emerson, Cambridge School Guaranty, Barbara L. T. Miller, Worldover Press, and miscellaneous notes and correspondence.

Carton 2SH 1846 LFolder 53-62
V. Rose (Dabney) Forbes estate, 1904-1949

Wills, inventories, deed of trust, distributions, receipts, debts, expenses, taxes, cemetery information, and Naushon Timber Project.

Carton 3SH 1847 M
VI. Edith (Emerson) Forbes estate, 1900-1975

Wills and codicils, certificate of death, probate appointments, inventories, schedules, appraisals, land associations, securities, taxes, expenses, valuations, receipts, bequests, legacies, distributions, past employees, Beckton Stock Farm, executors' accounts, bank statements, royalties, lands in Milton, William H. Forbes Special Fund, yachts, and rental income.

Carton 4SH 1848 NFolder 1-26
VII. William Hathaway Forbes estate, 1845-1930

Wills and codicils, probate appointments, appraisals, real estate holdings, Naushon Island, mining companies and other investments, William Hathaway Forbes's account as executor of Sarah J. Forbes estate, Weld Boat Club, yachts, and Jeremiah W. Gay estate.

Carton 4SH 1848 NFolder 27-60
VIII. Waldo Emerson Forbes estate, 1777-1934

Wills, death certificate, appraisals, schedules, inventories, bank statements, debts, expenses, distributions, releases, stocks, bonds, taxes, real estate, Nashawena Island, yachts, Samuel Vernon estate, and Atlantic Monthly.

Carton 5SH 1849 OFolder 1-29
IX. Ralph Emerson Forbes estate, 1846-1986

Will and codicil, inventories, memoranda, correspondence, bonds, real estate, bank statements, trusts, funds, distributions, Ellen T. Emerson will, papers relative to Edith E. Forbes estate, petition, and taxes.

Carton 5SH 1849 OFolder 30-47
X. Sarah (Forbes) Hughes estate, 1902-1957

Will and codicil, income and expenses, stocks, securities, trusts, distributions, Children's Fund Trust, San Antonio Water Company, and G. Loring Briggs.

Carton 5SH 1849 OFolder 48
XI. Paul Revere Forbes estate, 1934-1937

Will and correspondence regarding his death and his estate.

Preferred Citation

J. M. Forbes and Co. estate papers, Massachusetts Historical Society.

Access Terms

This collection is indexed under the following headings in ABIGAIL, the online catalog of the Massachusetts Historical Society. Researchers desiring materials about related persons, organizations, or subjects should search the catalog using these headings.

Persons:

Forbes, Edith Emerson, 1841-1929.
Forbes, John Malcolm, 1847-1904.
Forbes, John Malcolm, 1901-1941.
Forbes, John Murray, 1813-1898.
Forbes, Paul Revere, 1860-1936.
Forbes, Ralph Emerson, 1866-1937.
Forbes, Rose Dabney, 1864-1947.
Forbes, Sarah Swain Hathaway, 1813-1900.
Forbes, Waldo Emerson, 1879-1917.
Forbes, William Hathaway, 1840-1897.
Hughes, Sarah Forbes.

Subjects:

Decedents' estates.
Inventories of decedents' estates.
Nashawena Island (Mass.).
Naushon Island (Mass.).
Pasque Island (Mass.).
Trusts and trustees.
Wills.