The University of Chicago Library > The Hanna Holborn Gray Special Collections Research Center > Finding Aids > Guide to the Walter J. Blum Papers 1944-1993 (bulk 1955-1977)
© 2007 University of Chicago Library
| Title: | Blum, Walter J. Papers |
|---|---|
| Dates: | 1944-1993 (bulk 1955-1977) |
| Size: | 20 linear ft. (27 boxes) |
| Repository: |
Hanna Holborn Gray Special Collections Research Center |
| Abstract: | Walter J. Blum (1918-1994), A.B.’39, J.D.’41 University of Chicago, spent the bulk of his career at the University of Chicago Law School. He was appointed assistant professor in 1946. A well-respected and widely published expert in the fields of tax law, insurance, bankruptcy, and corporate reorganization, Blum often lent his expertise to both the United States government and private organizations. The Papers cover many different aspects of Blum’s professional career: scholarly writings and research, teaching materials, extensive correspondence, and materials related to his recurring role as a consultant to both public and private organizations. |
Series IX contains administrative records that are restricted for 30 years and financial records that are restricted for 50 years.
When quoting material from this collection, the preferred citation is: Blum, Walter J. Papers, [Box #, Folder #], Hanna Holborn Gray Special Collections Research Center, University of Chicago Library
Walter J. Blum (1918-1994) completed the majority of his education with the University of Chicago. Having attended the University’s Lab School, he went on to receive both his A.B. (1939) and J.D.(1941) from the University of Chicago and its Law School. He left the University only briefly upon graduation, taking a two-year position with the Office of Price Administration and then serving in the military. He returned to the Law School in 1946 to take up the post of Assistant Professor and remained there for the entirety of his academic career. He became a full Professor in 1953 and was named the Wilson-Dickinson Professor in 1975. He was named the Edward H. Levi Distinguished Service Professor in 1985. Three years later, he became Professor Emeritus and continued to teach at the Law School until shortly before his death.
As an expert in tax law, bankruptcy, insurance, and corporate reorganization, Blum acted as a consultant to several institutions of the United States government: the Department of the Treasury, the Department of Transportation, the Internal Revenue Service, and the Administrative Conference of the States. In addition to his various public posts, Blum served as a consultant to the American Law Institute’s Federal Income Tax Project and as legal counsel to the Bulletin of the Atomic Scientists.
As a legal scholar, Blum published several important works. The seminal The Uneasy Case for Progressive Taxation, which he co-authored with Harry Kalven, appeared in 1953 and is still widely considered to be the most incisive critique of income taxation in the field of tax policy. Blum’s other works include Public Law Perspectives on a Private Law Problem (1965), also with Harry Kalven, as well as the highly influential casebooks Materials on Reorganization, Recapitalization and Insolvency (1968) and Corporate Readjustments and Reorganization (1976), both co-authored with Stanley Kaplan.
Blum was very active in the administration of the University of Chicago and participated in a variety of administrative projects, from the planning of undergraduate life on campus to the construction of the Law School building.
Blum died in Chicago in 1994 and was survived by his two daughters Wendy Blum Coggins of Minneapolis and Catherine Ann Scott of Burney, California. His wife, Natalie, died in 1987.
The Walter J. Blum Papers contain 20 linear feet of material and roughly cover 1944-1993, though the bulk of the materials were generated between the mid 1950s and late 1970s. The collection spans a number of different aspects of Blum’s professional career. The correspondence is expansive, comprising correspondence with a number of different individuals and organizations. While the breadth of this series, however, is large, there are few instances in which the correspondence with a particular individual or organization is documented over a substantial period of time. The series containing materials related to the University of Chicago is one of the more interesting areas of the collection. Blum was very much involved in various aspects of campus and neighborhood planning and several folders contain materials related to the University’s role in the development of Hyde Park. Tax Research and Tax Conferences is another series of particular interest and houses materials on the annual tax conferences held at the University of Chicago Law School. As the premier tax conference in the United States, its related documentation is of value to both tax and legal scholars. Additionally, the Papers include a series devoted to Blum’s publications. This consists equally of research materials related to his major monographs and copies of published articles and unpublished talks. Lastly, the collection houses a small series of teaching materials, mostly course readings, and of organizations with which Blum was involved, from the Internal Revenue Service to the American Institute of Legal Jurimetrics.
Law School. Records and Addenda
Harry Kalven Papers
University Senate. Committee of the Council
Board of Trustees. Campaign Steering Committee. Records
Board of Trustees. Committee on Development
Series I: Correspondence |
This series houses correspondence with a variety of individuals and organizations, from colleagues and friends to the Standard Oil Company. While no single correspondent is represented with substantial depth, the breadth of the series provides an overview of Blum's many professional activities.
| Box 1 Folder 1 | A-Allen, 1949-1977
|
| Box 1 Folder 2 | Allstate-Ax, 1953-1984
|
| Box 1 Folder 3 | Ba-Bi, 1950-1989
|
| Box 1 Folder 4 | Badger, Richard, 1976-1978 |
| Box 1 Folder 5 | Bl-Bo, 1950-1990
|
| Box 1 Folder 6 | Br-Bu, 1949-1978
|
| Box 1 Folder 7 | Beghe, Renato, 1956-1984 |
| Box 1 Folder 8 | Bittker, Boris I., 1950-1984 |
| Box 1 Folder 9 | Bryson, Brady O., 1955-1956 |
| Box 1 Folder 10 | Cah-Cas, 1949-1977
|
| Box 1 Folder 11 | Cav-Cu, 1948-1985
|
| Box 2 Folder 1 | Cary, William L., 1949-1960 |
| Box 2 Folder 2 | Chirelstein, Marvin A., 1954-1984 |
| Box 2 Folder 3 | D, 1947-1978
|
| Box 2 Folder 4 | Davis, Charles M., 1949-1959 |
| Box 2 Folder 5 | Diamond, Leo A., 1953-1958 |
| Box 2 Folder 6 | E, 1955-1988
|
| Box 2 Folder 7 | Ellsworth, Frank L., 1976-1978 |
| Box 2 Folder 8 | F, 1948-1984
|
| Box 2 Folder 9 | Ga-Gl, 1948-1977
|
| Box 2 Folder 10 | Go-Gu, 1950-1988
|
| Box 2 Folder 11 | Green, Harold P., 1956-1961 |
| Box 2 Folder 12 | Gro-Gu, 1949-1978
|
| Box 2 Folder 13 | Ha, 1949-1988
|
| Box 3 Folder 1 | He-Hy, 1949-1988
|
| Box 3 Folder 2 | I, 1955-1975
|
| Box 3 Folder 3 | J, 1953-1992
|
| Box 3 Folder 4 | Johnson, James P., 1953-1960 |
| Box 3 Folder 5 | Journal of Taxation, 1953-1961 |
| Box 3 Folder 6 | K, 1950-1984
|
| Box 3 Folder 7 | Kane, Arthur O., 1953-1954 |
| Box 3 Folder 8 | Kanter, Burton W., 1954-1984 |
| Box 3 Folder 9 | Kaplan, Stanely, 1974-1984 |
| Box 3 Folder 10 | Kahn, Wilbur, 1954-1977 |
| Box 3 Folder 11 | Katzin, Jerome S., 1948-1988 |
| Box 3 Folder 12 | Klein, William A., 1962-1977 |
| Box 3 Folder 13 | Kr-Ku, 1948-1988
|
| Box 3 Folder 14 | Krane, Howard G., 1975-1978 |
| Box 3 Folder 15 | La-Le, 1950-1978
|
| Box 3 Folder 16 | Lanning, Geoffrey, 1956-1960 |
| Box 3 Folder 17 | Leiter, Manning K., 1955-1960 |
| Box 4 Folder 1 | Li-Ly,
|
| Box 4 Folder 2 | Ma-Mc, 1947-1988
|
| Box 4 Folder 3 | Manne, Henry G., 1955-1977 |
| Box 4 Folder 4 | McCullough, Frank, 1953-1955 |
| Box 4 Folder 5 | Me-My, 1948-1988
|
| Box 4 Folder 6 | Merritt, Marjorie, 1947-1959 |
| Box 4 Folder 7 | N, 1949, 1988
|
| Box 4 Folder 8 | O, 1955-1988
|
| Box 4 Folder 9 | P-Q,
|
| Box 4 Folder 10 | Pedrick, Willard, 1956-1984 |
| Box 4 Folder 11 | Pierce, Allin H., 1954-1960 |
| Box 4 Folder 12 | Post, Charles D., 1954-1955 |
| Box 4 Folder 13 | Power, Richard, 1958-1976 |
| Box 4 Folder 14 | Pritzker, Jay, 1966 |
| Box 5 Folder 1 | Ra-Re, 1948-1985
|
| Box 5 Folder 2 | Reinwald, Lester, 1958-1960 |
| Box 5 Folder 3 | Ri-Ru, 1948-1989
|
| Box 5 Folder 4 | Roberts, Sidney, 1961-1974 |
| Box 5 Folder 5 | Sa-Se, 1949-1988
|
| Box 5 Folder 6 | Schermer, J. Leonard, 1949-1960 |
| Box 5 Folder 7 | Securities and Exchange Commission, 1958-1960 |
| Box 5 Folder 8 | Sh-Si, 1953-1989
|
| Box 5 Folder 9 | Sharpe, William, 1977-1978 |
| Box 5 Folder 10 | Shatwell, Kenneth O., 1958-1959 |
| Box 5 Folder 11 | Shimm, Melvin G., 1956-1960 |
| Box 5 Folder 12 | Silverman, Samuel, 1955-1977 |
| Box 5 Folder 13 | Sj-So, 1949-1984
|
| Box 5 Folder 14 | Smith, Daniel C., 1950-1960 |
| Box 5 Folder 15 | Sp-Ste, 1949-1986
|
| Box 5 Folder 16 | Sporn, Arthur, 1959-1960 |
| Box 5 Folder 17 | Stevens, William K., 1954-1976 |
| Box 6 Folder 1 | Sti-Stu,
|
| Box 6 Folder 2-3 | Surrey, Stanley S., 1948-1975 |
| Box 6 Folder 4 | T, 1949-1988
|
| Box 6 Folder 5 | Taxes Magazine, 1950-1988 |
| Box 6 Folder 6 | Tefft, Sheldon, 1958-1976 |
| Box 6 Folder 7 | Treusch, Paul, 1954-1959 |
| Box 6 Folder 8 | U-V, 1950-1988
|
| Box 6 Folder 9 | Wa-Wei, 1950-1988
|
| Box 6 Folder 10 | Wen-Wy, 1949-1988
|
| Box 6 Folder 11 | Y-Z, 1950-1985
|
| Box 7 Folder 1 | Unidentified correspondence, 1953-1988 |
Series II: Writings |
This series consists largely of correspondence regarding the publication of Blum's various articles and books. Additionally, this series includes extensive materials related to Blum's Materials on Reorganization, Recapitalization and Insolvency. Please note- It is difficult to determine which book or course is being referred to when Blum uses "Reorganization" as a title for his files. Blum published two books on the theme of reorganization- Materials on Reorganization, Recapitalization and Insolvency (1968) and Corporate Readjustments and Reorganization (1976). He also taught classes on both topics. Should this be an area of particular interest, researchers are advised to look at both Series II: Writings and Series IV: Teaching.
| Box 7 Folder 2 | "Tax Subsidies for Rental Housing"; Correspondence upon publication, 1948 |
| Box 7 Folder 3-5 | The Uneasy Case for Progressive Taxation; Collection of reviews and citations, organized by the publications in which they appeared, copy of Boris I. Bittker's "The Income Tax; How Progressive Should It Be?" 1953-1970 |
| Box 7 Folder 6 | "A Hundred Years of Income Taxation"; Correspondence upon publication, 1955 |
| Box 7 Folder 7 | "Taxation and the Economy, 1956"; Correspondence upon publication, 1956 |
| Box 7 Folder 8 | "A Handy Summary of the Capital Gains Arguments"; Correspondence upon publication, 1957 |
| Box 7 Folder 9-10 | Financial and Investment Aspects of Life Insurance and Annuities; Typescript, 1960 |
| Box 8 Folder 1-2 | Materials on Insolvency and Reorganization; File labeled "Reorganization Material (Not used)"; Articles, press releases, reports, correspondence, 1961-1963 |
| Box 8 Folder 3 | Correspondence with regards to various of Blum's publications, 1963-1978 |
| Box 8 Folder 4 | "Tax Reduction and the Economy -- A Roadmap for the Confused"; Typescript copies, copy of the Capital Gains Review, copy of the Tax Foundation's Tax Review, 1963 |
| Box 8 Folder 5-6 | Materials on Insolvency and Reorganization; Correspondence, articles and research materials labeled "Additional Material," 1964 |
| Box 8 Folder 7 | "Sociological Notes on Federal Taxmen," delivered as talk to the Chicago Tax Club; Typescript copies, pamphlet for the Eleventh Annual Tax Seminar at which the talk was delivered, related correspondence, 1964 |
| Box 8 Folder 8 | "From the Thoughtful Tax Man"; Reprint copy, correspondence upon publication, 1964 |
| Box 9 Folder 1-4 | Materials on Insolvency and Reorganization "Extras"; Research materials (including; photocopied articles, tables, notes, legal briefs), 1965-1966 |
| Box 9 Folder 5 | Materials on Insolvency and Reorganization; Notes titled "Additions, Changes and Corrections to the Materials (1960 Edition)," photocopied articles and excerpts, 1966 |
| Box 9 Folder 6 | "Slumlordism as a Tort"; Correspondence regarding the article, 1967-1969 |
| Box 9 Folder 7 | "Motive, Intent, and Purpose in Federal Income Taxation"; Correspondence upon publication, 1967 |
| Box 9 Folder 8 | "A Stopgap Plan for Compensating Auto Accident Victims"; Reprint copy, newspaper clipping, materials related to the Subcommittee on Proposed Automobile Claims Systems, 1968 |
| Box 9 Folder 9 | "Anthropological Notes on Federal Tax Men"; Correspondence upon publication, reprint copy, 1968 |
| Box 9 Folder 10-11 | Public Law Perspectives On a Private Law Problem; Correspondence upon publication, collection of reviews, 1969-1970 |
| Box 10 Folder 1 | "Anatomy of Justice in Taxation"; Correspondence upon publication, newspaper clippings, 1973 |
| Box 10 Folder 2 | "Tax Trends and Tendencies Today"; Correspondence upon publication, 1974 |
| Box 10 Folder 3 | "Ceilings, Costs and Compulsion in Auto Compensation Legislation"; Correspondence upon publication, 1974 |
| Box 10 Folder 4 | "Taxing Transfers of Incorporated Businesses; A Proposal for Improvement"; Correspondence upon publication, 1974 |
| Box 10 Folder 5 | "The Uneasy Case for Progressive Taxation in 1976"; Related correspondence, memoranda, copy of Alann J. Nazarovich's "An Analysis of the Arguments for and Against the Principle of Progressivity in Taxation," 1975-1977 |
| Box 10 Folder 6 | "The New Consumerism and the Law School"; Correspondence upon publication, 1975 |
| Box 10 Folder 7 | "Contemporary Canons of Taxation"; Correspondence upon publication, 1976 |
| Box 10 Folder 8 | "The AILJ Reborn Again; Recycling the Reform"; Typescript, correspondence, 1977 See also Series V, American Institute of Legal Jurimetrics |
| Box 10 Folder 9 | "Fairness and the Federal Income Tax"; Typescript, 1978 |
| Box 10 Folder 10 | "The Tax Expenditures Approach Seen Through Anthropological Eyes"; Correspondence upon publication, 1979 |
| Box 10 Folder 11 | "Designing a Base for the Income Tax" (speech); Typescript, 1979 |
| Box 10 Folder 12 | "The Flügeladjutant Revisited"; Correspondence upon publication, 1982 |
| Box 10 Folder 13 | "End Game - Tax Style"; Typescript, n.d. |
| Box 10 Folder 14 | "The Best Laid Plans or How Not to Let Estate Planning Get You Down"; Typescript, n.d. |
| Box 10 Folder 15 | "Marital Discord and Fiscal Bliss or Marriage, Divorce, and the Commissioner in a Nutshell; An Unlikely Sage of Divorce and Taxes"; Typescript, n.d. |
Series III: University of Chicago |
Blum was very active in campus life and served on a number of committees and commissions. This series houses extensive documentation of these activities. Of special interest are the folders related to university and neighborhood development. These contain information related to the social and economic priorities of the University of Chicago as well as its position within the Hyde Park community.
Subseries 1: Committees |
| Box 10 Folder 16-17 | Curriculum Committee; Memoranda, correspondence, reports, notes, 1949-1959 |
| Box 11 Folder 1-2 | Curriculum Committee; Memoranda, correspondence, reports, 1963-1968 |
| Box 11 Folder 3-4 | Student Grades Committee; Memoranda, correspondence, reports, 1951-1952 |
| Box 11 Folder 5 | Grade Study; Memo, reports, 1967 |
| Box 11 Folder 6-7 | Conference Committee; Memoranda, correspondence, newsletters, proposals, copy of the Journal of the American Judicature Society, newspaper clipping, 1963-1964 |
| Box 11 Folder 8 | Special Conference Committee; Memoranda, reports, proposals, notes, 1960-1961 |
| Box 11 Folder 9 | Campaign Steering Committee; Memoranda, correspondence, 1966-1967 |
| Box 12 Folder 1-4 | Committee of the Council; Memoranda, correspondence, reports, minutes, 1964-1965 |
| Box 12 Folder 5-6 | The Board of the Library; Meeting minutes, report, memoranda, newspaper clipping, 1963-1966 |
| Box 13 Folder 1 | Library Committee; Memoranda, photocopy of book chapter entitled "Library Costs," 1972-1976 |
| Box 13 Folder 2-5 | Commission on Foundations and Private Philanthropy; Memoranda, correspondence, copy of the commission's contract with the University of Chicago, reports, 1969-1970 |
| Box 13 Folder 6 | Private Developers; Correspondence, design pamphlet, magazine clipping of model dormitory room, residence hall pamphlets, construction company report, building plans, 1964-1965 |
| Box 13 Folder 7 | Housing Report; Memoranda, clipping from the University of Chicago's Maroon, 1965 |
| Box 14 Folder 1-7 | Building Committee; Memoranda, correspondence, cost estimates for construction and building maintenance projects, newspaper clipping, notes, 1956-1963 See also Series VIII |
| Box 15 Folder 1-7 | Faculty Advisory Committee on Student Residences and Facilities; Memoranda, correspondence, newspaper clippings, reports, newsletter, pamphlets, building plans, notes, minutes, copy of the Academic Forum, 1964-1965 See also Series VIII |
| Box 16 Folder 1-4 | Faculty Advisory Committee on Student Residences and Facilities; Memoranda, correspondence, newspaper clippings, reports, newsletter, pamphlets, building plans, notes, minutes, copy of the Academic Forum, 1964-1965 See also Series VIII |
| Box 16 Folder 5-6 | Faculty Advisory Committee on Student Residences and Facilities; Memoranda, correspondence, newspaper clippings, reports, notes, minutes, 1965-1966 See also Series VIII |
| Box 17 Folder 1-3 | Faculty Advisory Committee on Student Residences and Facilities; Memoranda, correspondence, newspaper clippings, reports, notes, minutes, 1965-1966 See also Series VIII |
| Box 17 Folder 4-5 | Faculty Advisory Committee on Student Residences and Facilities; Memoranda, correspondence, newspaper clippings, reports, notes, minutes, building plans, 1967-1968 See also Series VIII |
Subseries 2: General Files |
| Box 17 Folder 6 | Honorary Degrees; Memoranda, correspondence, biographical note on Hermann Mannheim, notes, 1965 |
| Box 17 Folder 7 | Fund for the Behavioral Sciences; Memoranda, correspondence, grant application, reports, 1954-1956 |
| Box 17 Folder 8 | University High School; Memoranda, correspondence, notes, newspaper clipping, 1968 |
| Box 17 Folder 9 | University Neighborhood Homes; Memoranda, correspondence, notes, building plans, minutes, 1955 |
| Box 18 Folder 1 | Near East Studies; Memoranda, correspondence, 1967 |
| Box 18 Folder 2 | University Annuity and Insurance Plan; Memoranda, correspondence, reports, notes, bulletin, pamphlet, 1956-1962 |
| Box 18 Folder 3 | University Annuities; Memoranda, 1964-1967 |
| Box 18 Folder 4 | Privacy Conference; Memoranda, correspondence, report, copy of Edward Shils' "Privacy; Its Constitution and Vicissitudes," 1968 |
| Box 18 Folder 5 | SDS; Articles regarding student activism, 1966 |
| Box 18 Folder 6 | Rieser's Society; Memoranda, correspondence, 1962-1968 |
| Box 18 Folder 7 | Crime Center; Correspondence, memo, 1964-1966 |
| Box 18 Folder 8 | College Retirement Equities Fund (CREF); Memo, 1961 |
| Box 18 Folder 9 | Security Problems; Memoranda, correspondence, guarding reports, 1960-1965 |
| Box 18 Folder 10 | Summer Program; Memoranda, 1965-1967 |
| Box 18 Folder 11 | International Legal Studies; Memoranda, 1964-1965 |
| Box 18 Folder 12-13 | Legal Aid Clinic; Memoranda, correspondence, notes, CVs (of applicants seeking employment at the clinic), reports, 1969-1974 |
| Box 19 Folder 1 | Center for Policy Study; Memoranda, correspondence, reports, minutes, 1965-1967 |
| Box 19 Folder 2-5 | Committee on Retirement Policy; Memoranda, correspondence, reports, notes, proposals, 1961-1962 |
| Box 19 Folder 6 | Neighborhood Problems; Memoranda, 1968 |
| Box 19 Folder 7 | Pevsner Sculpture; Memoranda, correspondence, estimated installation costs, newspaper clipping, 1962-1964 |
| Box 19 Folder 8 | 3M Company; Correspondence, article about reflecting glass, 1966 |
| Box 20 Folder 1 | The University of Chicago Law Review; Lists of the editorial boards, organized chronologically, 1947-1958 |
| Box 20 Folder 2 | Application to the Law School for a workshop in economic regulation, n.d. |
| Box 20 Folder 3-4 | Miscellaneous files; Papers, almost exclusively memoranda, found throughout Blum's collection that relate to his various posts at the University of Chicago, 1954-1959 |
| Box 20 Folder 5-7 | Miscellaneous files; Papers, almost exclusively memoranda, found throughout Blum's collection that relate to his various posts at the University of Chicago, 1960-1969 |
| Box 21 Folder 1-2 | Miscellaneous files; Papers, almost exclusively memoranda, found throughout Blum's collection that relate to his various posts at the University of Chicago, 1960-1969 |
Series IV: Teaching |
The first subseries within this series is organized according to the classes that Blum taught at the University of Chicago. It contains course syllabi, copies of readings, assignment sheets, and notes. The folder headings are taken from Blum's own organizational schema and therefore do not always correspond exactly to course titles. The second subseries consists of student-related materials and general files. Some of this material has been restricted and can be found in Series IX; Restricted Materials. Please note; It is difficult to determine which book or course is being referred to when Blum uses "Reorganization" as a title for his files. Blum published two books on the theme of reorganization; Materials on Reorganization, Recapitalization and Insolvency (1968) and Corporate Readjustments and Reorganization (1976). He also taught classes on both topics. Should this be an area of particular interest, researchers are advised to look at both Series II: Writings and Series IV: Teaching.
Subseries 1: Courses taught by Blum |
| Box 21 Folder 3 | Teaching Materials on Investments; Articles, 1944-1952 |
| Box 21 Folder 4 | Oil and Gas; Notes, class list, 1956 |
| Box 21 Folder 5-6 | Life Insurance and Annuities Seminar; Correspondence, articles, course readings, tables, 1958-1973 See also Series VIII |
| Box 22 Folder 1-5 | Federal Taxation I & II; Syllabi, course readings, notes, assignment sheets, 1958-1967 See also Series VIII |
| Box 22 Folder 6 | Miscellaneous course readings (course unknown); Wilber G. Kahn's "Depreciation and Price Changes" and "The Philosophy of Mid-century Corporation Statutes," 1958 |
| Box 22 Folder 7 | Political Economy Seminar; Memoranda, book order form, 1959 |
| Box 22 Folder 8 | Seminar on Corporations and Shareholders; Articles, assignment sheets, notes, 1960 |
| Box 23 Folder 1-2 | Taxation Seminar; Course readings, syllabi, notes, 1962, 1992 |
| Box 23 Folder 3 | Seminar on Tax Policy Based on the 1962 Revenue Act; Notes, articles, 1962 |
| Box 23 Folder 4-7 | Insolvency and Reorganization; Course readings, assignment sheets, notes, newspaper clippings, 1963-1966 |
| Box 24 Folder 1-3 | Insolvency and Reorganization; Course readings, assignment sheets, notes, newspaper clippings, 1963-1966 |
| Box 24 Folder 4 | Taxation of Foreign Income; Course readings, 1963 |
| Box 24 Folder 5-8 | Seminar on the Legal Problems of the Poor; Syllabus, notes, articles, course readings, correspondence, memoranda regarding conference on poverty, newspaper clipping, 1964-1966 |
| Box 25 Folder 1-2 | Seminar on International Trade and Development; Memoranda, articles, notes, 1964-1965 |
| Box 25 Folder 3 | Blum-Kalven Seminar on Readings in Contemporary Jurisprudence; Class list, reading list, notes, articles, 1965 |
| Box 25 Folder 4 | Law and Poverty; Course schedule, reading list, correspondence, memoranda, assignment sheets, notes, 1965 |
| Box 25 Folder 5 | Welfare Seminar; Correspondence, memoranda, class list, 1966-1967 |
| Box 25 Folder 6 | Privacy Seminar; Memoranda, 1967 |
| Box 25 Folder 7 | Seminar on Welfare Legislation; List of course readings, notes, articles, correspondence, 1967 |
| Box 25 Folder 8-9 | File entitled "Class Supplements" with materials related to Insolvency and Reorganization, both a book written by and a course taught by Blum; Photocopies of articles and legal briefs, 1977-1979 |
| Box 26 Folder 1 | Corporate Readjustments/Reorganizations; Class list, handwritten notes, 1989 |
| Box 26 Folder 2-3 | Insolvency and Reorganization; Course readings, assignment sheets, notes, newspaper clippings, 1990-1991 |
| Box 26 Folder 4-5 | Individual Taxation; Notes, articles, assignment sheets, class list, 1991-1993 |
| Box 26 Folder 6-7 | File entitled "Possible (or likely) Items to Use in Reorganization"; Photocopies of articles and legal briefs, newspaper clippings, copy of The Yale Law Journal, assignment sheet, 1992 |
| Box 27 Folder 1 | Corporate Readjustments/Reorganizations; Course readings, 1992 |
| Box 27 Folder 2 | Insolvency and Reorganization; Course readings, assignment sheets, notes, newspaper clippings, 1993 |
Subseries 2: General Files |
| Box 27 Folder 3 | Junior Clerkship Program and Tax Ruling; Correspondence regarding possibility of instituting a program whereby University of Chicago law students would be paired with Illinois judges for summer clerkships, 1952 |
| Box 27 Folder 4 | University of Chicago Law School Luncheon Seminar on Problems of Professional Ethics; Notes, memo, Harvard Law School report on the study of ethical problems of lawyers in private practice, 1956 |
| Box 27 Folder 5 | Berkeley; Correspondence regarding summer course taught by Blum, 1965-1966 |
| Box 27 Folder 6 | Student paper; "Interest free Loans - A Transfer at Less than Fair Market Value," 1965 |
| Box 27 Folder 7 | Economics 201; The Divisional Course in Economics; Handbook, n.d. |
| Box 27 Folder 8 | Student Skits; Typescript of plays, n.d. |
Series V: Organizations |
Acting as a legal scholar and as both a private and public consultant on all things related to tax law, Blum was involved with a variety of organizations over the course of his career. This series contains materials related to these activities.
| Box 27 Folder 9 | Arts Center Association; Correspondence, charter, 1951-1952 |
| Box 27 Folder 10 | Joint Committee on the Economic Report (Congress); Correspondence, reports, articles, 1955 |
| Box 28 Folder 1 | The Chicago Bar Association; Correspondence, 1961 |
| Box 28 Folder 2-3 | National Bureau of Economic Research, Inc.; Correspondence, reports, minutes, 1961-1963 |
| Box 28 Folder 4 | Committee on a Free Society; Minutes, correspondence, proposal, 1962, 1967 |
| Box 28 Folder 5 | Ford Project; Proposal, memoranda, 1963 |
| Box 28 Folder 6 | American Institute of Legal Jurimetrics; Correspondence, articles, 1965-1969 See also Series II: Writings, "The AILJ Reborn Again; Recycling the Reform" |
| Box 28 Folder 7 | American Institute of Legal Jurimetrics; Correspondence, notes, copy of Christopher R. Brauchil's "From the Wool-Sack," memo, copy of contract between the University of Chicago and he Office for Civil Rights, report, 1976-1986 See also Series II: Writings, "The AILJ Reborn Again; Recycling the Reform" |
| Box 28 Folder 8 | Internal Revenue Service; Correspondence, notes for a talk, articles, copy of report of the Special Committee on Legislative Regulations, 1967 See also Series I: Correspondence |
| Box 28 Folder 9 | Illinois Bell; Meeting minutes, 1968 |
| Box 28 Folder 10 | Board of Trade; Correspondence, 1969 |
| Box 28 Folder 11 | International Fiscal Association; Correspondence, memoranda, 1975-1976 |
Series VI: Research |
The first subseries consists of materials related to the annual tax conference held at the University of Chicago and organized by Blum. Throughout, I have respected Blum's own organization throughout this subseries. As a result, there is a considerable amount of chronological overlap between files. In general, however, each folder or group of folders is devoted to one of the tax conferences, which were held on a yearly basis. The second subseries contains general research files that cover such topics as taxation, bankruptcy, and insurance.
Subseries 1: Tax Conferences |
| Box 29 Folder 1 | Tax Conference; Correspondence, memoranda, pamphlets, 1958 |
| Box 29 Folder 2 | Tax Conference; Correspondence, newspaper clippings, pamphlets, notes, minutes, memoranda, 1960-1962 |
| Box 29 Folder 3-4 | Tax Conference; Correspondence, program, notes, copy of Clifford L. Porter's "Spin-Offs in Oil and Gas Industry," minutes, 1961-1963 |
| Box 29 Folder 5 | Tax Conference; Correspondence, memoranda, newspaper clippings, list of members of the Federal Committee of Taxation, conference program, pamphlets, notes, 1963-1964 |
| Box 29 Folder 6 | Tax Conference; Correspondence, program, notes, minutes, 1965-1966 |
| Box 29 Folder 7-8 | Tax Conference; Correspondence, memoranda, conference program, 1966-1967 |
| Box 30 Folder 1-2 | Tax Conference; Correspondence, pamphlets, reports, conference announcement, notes, newspaper clipping, 1968 |
| Box 30 Folder 3 | Tax Conference; Correspondence, memoranda, conference programs, press release, minutes, 1969 |
| Box 30 Folder 4 | Tax Conference; Correspondence, memo, 1970 |
| Box 30 Folder 5 | Tax Conference; Correspondence, blank income tax return, conference schedule, 1973 |
| Box 30 Folder 6 | Tax Conference; Correspondence, 1974 |
Subseries 2: General Files |
| Box 30 Folder 7-10 | The Tax Project; Correspondence, memoranda, blank surveys, notes, memoranda, 1954-1959, 1967 |
| Box 30 Folder 11 | Advanced Tax Problems; Booklet, prepared by Ralph Rice, for advanced seminar at UCLA, 1960 |
| Box 31 Folder 1 | Patent Policy; Correspondence, proposal for tax changes, notes on meeting of the Taxation Subpanel, 1965 |
| Box 31 Folder 2 | Auto Compensation Plans; Correspondence, memoranda, notes, articles, reports, copy of final examination for Insurance and the Law, 1965-1974 |
| Box 31 Folder 3 | State and Local Taxation; Articles, correspondence, 1962-1963 |
| Box 31 Folder 4 | Unrelated Business Income and Advertising Income; Notes, correspondence, reports, memoranda, 1965 |
| Box 31 Folder 5 | Progressive Taxation; Correspondence, pamphlets, notes, reports, 1966 |
| Box 31 Folder 6 | Restricted Stock Plans; Correspondence, reports, 1968 |
| Box 31 Folder 7 | Copy of Bill S. 1985 to review the Bankruptcy Code, 1992 |
| Box 31 Folder 8-9 | Collection of materials related to bankruptcy; Articles, cases, correspondence, 1987-1993 |
| Box 32 Folder 1 | Public Opinion on Tax Justice; Reports, n.d. |
| Box 32 Folder 2 | Equality Gadget; Notes on income inequality and distribution, n.d. |
Series VII: General Files |
This series consists of general files that did not fit within the taxonomy of the other series in this collection. Of special interest here is the market study of the Bulletin of the Atomic Scientists. Blum acted as legal counsel to the Bulletin throughout the course of his career.
| Box 32 Folder 3 | Variable Annuities; Articles, 1940, 1962 |
| Box 32 Folder 4-5 | Permissions requests, 1940-1947 |
| Box 32 Folder 6 | Permissions requests, 1955-1956 |
| Box 32 Folder 7 | Student and Faculty Tax Problems; Correspondence with the IRS regarding the tax return of a University of Chicago employee, 1955 |
| Box 32 Folder 8 | Pine Lake; Correspondence regarding the opening up of Pine Lake, 1958 |
| Box 32 Folder 9 | Nobel Peace Prize announcement, 1958 |
| Box 32 Folder 10 | Copy of Leo Szilard's "Are We on the Road to War?", 1961 |
| Box 32 Folder 11 | Document titled "Negotiating Acquisitions and Mergers" (Property of; Kirkland, Ellis, Hodson, Chaffetz & Masters), 1964 |
| Box 32 Folder 12 | Copy of Jerome E. Carlin's and Jan Howard's "Legal Representation and Class Justice," 1965 |
| Box 32 Folder 13 | File titled "Community"; Copies of Blum's "Community Organization and Community Theory" (with Dallin H. Oaks), memoranda, correspondence, workshop proposal, 1967 |
| Box 32 Folder 14 | Emerman Arbitration; Correspondence, copy of arbitrator's questions, 1967 |
| Box 32 Folder 15 | Union Catalogue Project; Correspondence, memoranda, 1966 |
| Box 32 Folder 16 | Peace Bonds; Notes, correspondence, excerpt from Criminal Law and Procedure, 1969 |
| Box 32 Folder 17 | Market study of the Bulletin of the Atomic Scientists, 1986 |
| Box 32 Folder 18 | Memoir of Stanley Kaplan written by his son-in-law, Lore Peters, 1991 |
| Box 33 Folder 1-3 | Notebooks; Six small spiral notebooks, n.d. |
| Box 33 Folder 4 | Unidentified collection of handwritten notes, n.d. |
| Box 33 Folder 5 | List of recipients of reprints of Blum's "Knetsch V. United States," n.d. |
| Box 33 Folder 6 | Survey of the Committee on Continuing Legal Education and Research (branch of the ABA), n.d. |
| Box 33 Folder 7 | Bibliography of Blum's publications to 1950, n.d. |
| Box 33 Folder 8 | Booklet titled "Informal Supplement to Andrews, Basic Federal Income Taxation"; Excerpts from legal cases, n.d. |
| Box 33 Folder 9 | Unidentified typescript housed in a folder titled "Subordination of Claims," n.d. |
| Box 33 Folder 10 | Copy of "Indirect Taxation in the European Economic Community" (author given as Gevaris), n.d. |
Series VIII: Oversize Materials |
Each folder in this series is related to materials housed in both Series III: The
University of Chicago and Series IV: Teaching.
| Box 34 Folder 1 | Faculty Advisory Committee on Student Residences and Facilities; Plans for urban renewal project in Hyde Park/Kenwood, dormitory floor plans, 1960, 1965 |
| Box 34 Folder 2 | Correspondence and building plans regarding construction at the Law School, 1961 |
| Box 34 Folder 3 | Faculty Advisory Committee on Student Residences and Facilities; Dormitory building plans, 1966 |
| Box 34 Folder 4 | Faculty Advisory Committee on Student Residences and Facilities; Building plans, 1968 |
| Box 34 Folder 5 | University of Chicago North Campus Plan; Brochure with text and building plans, 1989 |
| Box 34 Folder 6 | Federal Taxation I & II; Excerpted text regarding legal cases, 1962 |
| Box 34 Folder 7 | Life Insurance and Annuities Seminar; Contract for the Teachers Insurance and Annuity Association of America, n.d. |
Series IX: Restricted Materials |
| Box 35 Folder 1 | The Uneasy Case for Progressive Taxation; Contracts, royalty invoices, press releases, pamphlets, dust jackets, [Restricted 50 years; financial records], 1953-1963 |
| Box 35 Folder 2 | Library Committee; Memoranda, [Restricted 30 years; administrative files] 1976-1979 |
| Box 35 Folder 3 | Tax Conference; Memoranda, correspondence, notes, [Restricted 30 years; administrative files], 1992 |
| Box 35 Folder 4-7 | University Development; Memoranda, correspondence, reports, lists of corporate donors to the University of Chicago, [Restricted 50 years; financial records], 1959-1966 |
| Box 36 Folder 1-2 | University Development; Memoranda, correspondence, reports, pamphlet, table of university investments and rates of return, [Restricted 50 years; financial records], 1967-1973 |
| Box 36 Folder 3 | Leonard Ross; Materials regarding Ross' possible appointment [Restricted 50 years; faculty appointment files], 1969 |
| Box 36 Folder 4 | Miscellaneous files; Papers, almost exclusively memoranda, found throughout Blum's collection that relate to his various posts at the University of Chicago, [Restricted 30 years; administrative files], 1970-1986 |
| Box 36 Folder 5-7 | Students; Correspondence regarding student placements, recommendation letters [Restricted 80 years; evaluative student materials], 1957-1984 |
| Box 37 Folder 1-2 | Mother's Aid of Lying in Hospital; Correspondence, memoranda, notes, federal tax information and correspondence with the IRS [Restricted 50 years; financial records], 1963-1968 |
| Box 37 Folder 3-5 | U.S. Treasury Department Consultant; Correspondence, travel expenses request sheet, reports, employment forms, memoranda, discussion paper on tax reform [Restricted 50 years; financial records], 1965-1969 |
| Box 37 Folder 6 | Receipts [Restricted 50 years; financial records], 1976 |
| Box 37 Folder 7 | Madison Insurance Company; Correspondence regarding life insurance policy, proposal [Restricted 50 years; financial records], 1964 |