| Reference Number | DSCAM/5/12/5/1-202 |
| Title | Marriage settlement, will etc. |
| Description | DSCAM/5/12/5/1: Copy pre-nuptial settlement (dated 17 Nov. 1905) of Caleb Alan Bryce Whitefoord of Whitton Paddocks near Ludlow, Salop, gentleman and Evelyn Margaret Mary Whitefoord of 21 Willoughby Road, Hampstead, co. London, spinster; trustees are Lionel Cole Whitefoord of 21 Willoughby Road aforesaid, gentleman and Gilbert Slater of Dudley, Worcestershire, solicitor; recites will of Samuel Mills of Darlaston, grandfather of C.A.B. Whitefoord; £3500 out of husband's share under the will is transferred to the trustees, carrying interest at 4%, forming the 'A' Fund, paying income to husband for life, thence to wife; wife's securities form the 'B' Fund, to trustees to pay income to wife for life, thence to husband; after death of husband and wife, 'A' Fund in trust for the children or remoter issue in such manner as the husband shall appoint in his will at the age of 25 for a son or 21 for a daughter etc., with arrangements for bringing appointed sums into hotchpot etc.; 'B' fund in trust for children of the wife in such manner as she shall appoint by will, etc.; power of trustees to vary investments, to raise up to half of expectant, presumptive or vested shares for the benefit of children; in deafult of issue, husband and wife have power of appointment over their respective Funds, and in default of appointment the funds are to distributed according to the rules governing intestacy; failure of trusts over income permits trustees to apply it for the maintenance of the husband etc.; assignment of furniture by him to them in trust for his wife absolutely; attached schedules of furniture and of wife's stocks and shares. |
| DSCAM/5/12/5/2: Will (18 Nov. 1905) of Caleb Alan Bryce Whitefoord all estate to wife who is sole executrix. |
| DSCAM/5/12/5/3: 'Record Book' of investments made under the settlement of 1905, inc. advances to Miss Marjorie Vernon Whitefoord; 1905-41. |
| DSCAM/5/12/5/4-7: Contract notes, receipts and correspondence concerning investments; 19 Apr. 1922-1 July 1927. |
DSCAM/5/12/5/8: Copy of the will (dated 14 July 1928) of Caleb Alan Bryce Whitefoord of 'Les Huriaux', St Ouens, Jersey, gentleman; executors Gilbert Slater of Huddington Court, Huddington near Droitwich, Worcestershire, gentleman and James Leonard Joyce of Devonshire Lodge, Reading, Berkshire, consulting surgeon; Marjorie Agatha Whitefoord, widow of Lionel Cole Whitefoord to be guardian of his child Marjorie Vernon Whitefoord; all household effects, jewellery and ornaments in trust for wife for life, thence to daughter absolutely; all other estate upon trust for sale with income to wife for life, thence income to daughter for life, thence capital to duaghter's children or their issue as tenants in common taking per stirpes, and failing such issue in trust for Daphne Garland, daughter of his late sister Helen Georgina Garland, and Georgina Joyce, daughter of sister Alice Vernon Joyce, in equal shares as tenants in common.
Codicil (dated 17 July 1937), now residing at 'Belgrano', Route Orange, Jersey, revoking arrangements for household effects; now all articles, including his half share in those jointly owned with his wife, to her for life, then wholly owned articles to daughter and jointly owned articles to be divided between daughter and stepson, Edmund Howard Gwyn. |
| DSCAM/5/12/5/9-10: Draft appointment (1 Dec. 1934) by Caleb Alan Bryce Whitefoord of 1 Grosvenor Terrace, Jersey, gentleman of William Charles Camm of Dudley, Worcestershire, solicitor and Denys Philip Richardson of Royal Court Chambers, Hill Street, St Helier, Jresey, Advocate of the Royal Court of Jersey as new trustees of the 1905 settlement; schedule of trust investments attached. And bill of costs. |
| DSCAM/5/12/5/11-12: Draft transfers of mortgages (2 Apr. 1935) of £535 and £450 on 23-37 (odd numbers) and 69-79 (odd numbers) Barnet Street, Liverpool from Maurice Slater of 'Highcroft', Four Oaks, Sutton Coldfield, Warwickshire, manufacturer, Archibald Yardley of 'Arosa', Four Oaks, brewer, William Charles Camm of 198 Wolverhampton Street, Dudley, Worcestershire, solicitor and John Donaldson Harward of Temple Guiting, Gloucestershire, retired solicitor (the executors of Gilbert Slater) to the said W.C. Camm and Denys Philip Richardson. |
| DSCAM/5/12/5/13-202: Correspondence between W.C. Camm/Messrs Slater and Camm, Dudley and Denys P. Richardson, St Helier, C.A.B. 'Alan' Whitefoord, 1 Grosvenor Terrace, Jersey, 21 Collingham Road, London SW5, in Cyprus and etc., companies whose stocks are held by his trustees and others regarding appointment of new trustees following death of Gilbert Slater, Miss Whitefoord's (sub-)settlement and raising money for/advancing money to her, investments and changes thereof, conversion of stock, advice to Captain Whitefoord on limiting his visits to England to keep out of the clutches of the Inland Revenue, methods for communicating with Richardson following the German invasion of Jersey and discovery that he is in the Royal Navy, his views of the 'Huns', Captain Whitefoord in nursing home at Jordans, Buckinghamshire; 26 Oct. 1934-26 Mar. 1941 |
| Date | 1905-1941 |
| Format | Typescript |
| AccessStatus | Open |
| Extent | 202 items |
| Level | Item |