TABLE OF CONTENTS
Overview
Agency History
Scope and Contents of the Records
Organization of the Records
Restrictions
Index Terms
Related Material
Administrative Information
Description of Series
Getty litigation files,
1977-1986,
Tax protest litigation files,
1967-1986,
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Texas Treasury Department, Office of the General
Counsel:
An Inventory of Litigation Files, at the Texas State
Archives,
1967-1986
| | |
|
|
| Creator: | Texas. Treasury Dept.
Office of the General Counsel. |
| Title: | Litigation
files |
| Dates: | 1967-1986 |
| Abstract: | Types of records
present include correspondence, memoranda, pleadings, briefings, research,
depositions, deposition exhibits, compromise settlement agreements, and copies
of citations, summary briefs of the case, petitions, and exhibits. Records date
from 1967 to 1986 and consist of litigation files of the General Counsel of the
Texas Treasury Department having to do with taxes paid under protest.
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| Quantity: | 5 cubic ft. |
| Language | English. |
The Texas Treasury Department was headed by the state treasurer, an
elected official, formerly one of the seven officers of the executive branch
established by the Texas Constitution. The state treasurer was essentially the
state's banker and received, invested, and cared for all money deposited to
state funds and accounts; reviewed and paid all warrants issued by the
comptroller of public accounts; and managed and cared for the securities
deposited in trust and purchased for the state's investment funds.
A constitutional amendment in 1996 abolished the office of State
Treasurer and transferred its functions to the Office of Comptroller of Public
Accounts.
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Types of records present include correspondence, memoranda, pleadings,
briefings, research, exhibits, depositions, deposition exhibits, compromise
settlement agreements, and copies of citations, summary briefs of the case,
petitions, and exhibits. Records date from 1967 to 1986 and consist of
litigation files of the General Counsel of the Texas Treasury Department having
to do with taxes paid under protest. Plaintiffs in the cases are, for example,
banks, oil companies (including Getty Oil Company), and individuals. Defendants
in the cases are the state treasurer or the comptroller in their capacity as
officeholder.
To prepare this inventory, the described materials were cursorily
reviewed to delineate series, to confirm the accuracy of contents lists, to
provide an estimate of dates covered, and to determine record types.
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Organization of the Records
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| These records are organized into two series. |
| |
| | Getty litigation files, 1977-1986, 3 cubic ft. |
| | Tax protest litigation files, 1967-1986, 2 cubic ft. |
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Restrictions on Access
None.
Restrictions on Use
None.
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|
| The terms listed here were used to catalog the
records. The terms can be used to find similar or related records. |
| Corporate Names: |
| | Getty Oil Company.
|
| Subjects: |
| | Tax protests and
appeals--Texas. |
| | Tax compromises--Texas.
|
| | Bona vacantia--Texas.
|
| | Overpayment of
taxes--Texas. |
| Document Types: |
| | Legal
documents--Texas--Tax protests and appeals--1967-1986. |
| | Correspondence--Texas--Tax
protests and appeals--1967-1986. |
| | Memorandums--Texas--Tax
protests and appeals--1967-1986. |
| Functions: |
| | Litigating tax protests and
appeals. |
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The following materials are offered as
possible sources of further information on the agencies and subjects covered by
the records. The listing is not exhaustive.
|
| Texas State
Archives |
| | Texas Attorney-General's Office, Litigation files, 1880-[ca.
1985] (bulk 1913-[ca. 1985]), approximately 3174 cubic ft. [Most of these
records are unprocessed and without a finding aid.] |
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(Identify the item and cite the series), Litigation files, Office of
the General Counsel, Texas Treasury Department. Archives and Information
Services Division, Texas State Library and Archives Commission.
Accession number: 1992/106
These records were transferred to the Archives and Information
Services Division of the Texas State Library and Archives Commission by the
Texas Treasury Department on March 24, 1992.
Lisa M. Hendricks, June 1996
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Getty litigation files,
1977-1986,
3 cubic ft.
|
| Records consist of correspondence, pleadings, briefings, research,
exhibits, affidavits, depositions, deposition exhibits, agreed final judgments
and compromise settlement agreements. These records of the General Counsel of
the Texas Treasury Department date from 1977 to 1986 and form the litigation
files in the case of Getty Oil Company, et al. v. Ann Richards and Jim Mattox,
Case No. 85-335, Federal District Court in Corpus Christi, Texas. This case
involves the Texas Unclaimed Property Act. In the proposed settlement offered
by Governor Ann Richards and Attorney General Jim Mattox, they agreed not to
enforce the laws of the state of Texas (specifically parts of chapter 72 and
all of chapter 75 of the Property Code) against a number of large oil
companies. |
| Arrangement |
| These records are arranged by types of records and remain in order
as received. |
| Preferred Citation |
| (Identify the item), Getty litigation files, Litigation files,
Office of the General Counsel, Texas Treasury Department. Archives and
Information Services Division, Texas State Library and Archives Commission. |
| box |
| 1992/106-3 | | | Getty vs Richards: |
| | | | Correspondence,
1985-1986 |
| | | | Pleadings,
1985 |
| | | | Research,
1985 |
| | | | Exhibits,
1979-1986 |
| | | Compromise Settlement Agreements,
1986 |
| | | Oklahoma Litigation,
1985 |
| box |
| 1992/106-4 | | | Depositions,
1977-1985 |
| | | Deposition exhibits,
1982-1986 |
| box |
| 1992/106-5 | | | Getty vs. Richards: |
| | | | Discovery,
1984-1985 |
| | | | Unclaimed Property Reports,
1985 |
| | | | Deposition Exhibits,
1980-1985 |
| | | | Depositions, Joint Proposed Pretrial Order, Transcript
of Proceedings,
1985-1986 |
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Tax protest litigation files,
1967-1986,
2 cubic ft.
|
| Types of records present include memoranda, some correspondence,
and copies of citations, summary briefs of the case, petitions, exhibits, and
agreed judgements. These records of the General Counsel of the Texas Treasury
Department date from 1967 to 1986 and are litigation files involving cases of
taxes paid under protest. Correspondents include the attorney general, and
legal counsel for the treasurer's office and the comptroller's office. Cases
concern, for example, taxes paid on aircraft, the recovery of overcharges for
taxes paid by banks, or the recovery of inheritance taxes paid by individuals.
|
| The folder inventory lists only the first and last folder titles
in each box. |
| Arrangement |
| These records are arranged in alphabetical order by name of
plaintiff. Records remain in order as received. |
| Preferred Citation |
| (Identify the item), Tax protest litigation files, Litigation
files, Office of the General Counsel, Texas Treasury Department. Archives and
Information Services Division, Texas State Library and Archives Commission. |
| box |
| 1992/106-1 | | | ABF Freight System, Inc. v. Comptroller et al., T-001-1,
Cause no. 313,171 through Gulf Oil Corporation v. Comptroller et al., T-104-1,
Cause no. 200,402 |
| box |
| 1992/106-2 | | | Gulf Oil Corporation v. Comptroller et al., T-105-1,
Cause no. 178,106 through Shell Oil Company v. Comptroller et al., T-209-1,
Cause no. 273,138 |
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