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Accountant documents and correspondence

https://archives.whyte.org/en/permalink/descriptions55164
Part Of
Luxton family fonds
Scope & Content
File consists of correspondence and other documents sent to Eleanor Luxton from her personal accountants, Smith Matthews Shannon Chartered Accountants and Touche Ross & Co. Chartered Accountants. Contents pertain to income taxes, accounting service invoices, and other financial topics.
Date Range
1975
1977
1980-1982
1986-1987
Reference Code
LUX / II / D / 193 to 194
Description Level
5 / File
GMD
Private record
Textual record
Part Of
Luxton family fonds
Description Level
5 / File
Fonds Number
LUX
Series
LUX / II / D : Business, Legal and Financial
Sous-Fonds
LUX / II : Eleanor Luxton sous-fonds
Accession Number
LUX
Reference Code
LUX / II / D / 193 to 194
GMD
Private record
Textual record
Date Range
1975
1977
1980-1982
1986-1987
Physical Description
2.5 cm of textual records
Scope & Content
File consists of correspondence and other documents sent to Eleanor Luxton from her personal accountants, Smith Matthews Shannon Chartered Accountants and Touche Ross & Co. Chartered Accountants. Contents pertain to income taxes, accounting service invoices, and other financial topics.
Name Access
Luxton, Eleanor
Subject Access
Personal and Professional Life
Finances
Communications
Government
Commerce
Geographic Access
Canada
Alberta
Banff
Calgary
Language
English
Category
Commerce and industry
Communications
Family and personal life
Government
Title Source
Title based on contents of file
Processing Status
Processed
Less detail
This material is presented as originally created; it may contain outdated cultural descriptions and potentially offensive content. Read more.
Part Of
Dorothy Wardle fonds
Scope & Content
File consists of 20 cm of textual and financial records, 21.5 x 35 cm or smaller. File pertains to Dorothy Wardle's financial recordkeeping from 1956 to 2002, with the bulk of the records from 1990 to 2000. Records include income tax records (mainly 1995-2000), property assessments (mainly 1984-200…
Date Range
1956-2002
1990-2000
Reference Code
M521 / I / B / 7-23
Description Level
5 / File
GMD
Newspaper clipping
Private record
Published record
Textual record
Part Of
Dorothy Wardle fonds
Description Level
5 / File
Fonds Number
M521 / V75
Series
M521 / I : Dorothy Wardle Personal Papers
Sous-Fonds
M521
Sub-Series
M521 / I / B : Personal Recordkeeping
Accession Number
7504
Reference Code
M521 / I / B / 7-23
GMD
Newspaper clipping
Private record
Published record
Textual record
Date Range
1956-2002
1990-2000
Physical Description
20 cm of textual records (21.5 x 35 cm or smaller)
Scope & Content
File consists of 20 cm of textual and financial records, 21.5 x 35 cm or smaller. File pertains to Dorothy Wardle's financial recordkeeping from 1956 to 2002, with the bulk of the records from 1990 to 2000. Records include income tax records (mainly 1995-2000), property assessments (mainly 1984-2002), GST credit (mainly 1995-2002), Old Age Security income supplement (includes an insurance book from 1968-1969), annuities (includes newspaper clippings), insurance, investments and GICs, Bank of Montreal record books, and account information and cheques. Records mainly document Dorothy's finances after moving to Sidney, British Columbia. However, some records relate to her condo in Canmore.
Notes
Newspaper clippings include two articles from the Times Colonist (September 1992, August 1998) and an article from Maclean's (August 1998).
Name Access
Wardle, Dorothy
Subject Access
Finances
Personal and Family Life
Records
Bank of Montreal
Geographic Access
Canada
British Columbia
Sidney
Alberta
Canmore
Victoria
Calgary
Access Restrictions
Please speak to the Archivist for permission to access these materials. File consists of personal information and financial records.
Language
English
Conservation
Some materials are taped together. May present conservation issues in the future.
Acid-free archival paper used sporadically interwoven between records and newspaper clippings.
Creator
Wardle, Dorothy
Category
Family and personal life
Title Source
Title based on contents of file
Processing Status
Processed
Less detail
This material is presented as originally created; it may contain outdated cultural descriptions and potentially offensive content. Read more.

Legal correspondence

https://archives.whyte.org/en/permalink/descriptions55166
Part Of
Luxton family fonds
Scope & Content
File consists of correspondence and documents sent to Eleanor Luxton from her legal representatives [Fenerty, Robertson, Fraser and Hatch]. Content pertains to a case brought to the Alberta Assessment Appeal Board [1974]; lease agreements between Eleanor Luxton and tenants of her properties in Banf…
Date Range
1971-1987
Reference Code
LUX / II / D / 197 to 204
Description Level
5 / File
GMD
Textual record
Private record
Part Of
Luxton family fonds
Description Level
5 / File
Fonds Number
LUX
Series
LUX / II / D : Business, Legal and Financial
Sous-Fonds
LUX / II : Eleanor Luxton sous-fonds
Accession Number
LUX
Reference Code
LUX / II / D / 197 to 204
GMD
Textual record
Private record
Date Range
1971-1987
Physical Description
12 cm of textual records
Scope & Content
File consists of correspondence and documents sent to Eleanor Luxton from her legal representatives [Fenerty, Robertson, Fraser and Hatch]. Content pertains to a case brought to the Alberta Assessment Appeal Board [1974]; lease agreements between Eleanor Luxton and tenants of her properties in Banff; Annie McDougall's estate; a dispute between Mel Weber [manager of the Magpie and Stump restaurant in Banff] and Eleanor Luxton, 1987; invoices for previous legal services; and other related subjects.
Notes
Contents are arranged by subject: LUX / II / D / 197 : Alberta Assessment Appeal Board, 1974 LUX / II / D / 198 : Provincial land title documents, 1977-1979 LUX / II / D / 199 : Annie McDougall estate and inheritance LUX / II / D / 200 to 203 : Leases, properties and rental agreements LUX / II / D / 204 : Invoices and other correspondence
Name Access
Luxton, Eleanor
Weber, Mel
Subject Access
Buildings and facilities
Businesses
Commerce
Communications
Finances
Government
Land use
Laws and legislation
Leases
Legal and Financial
Personal and Professional Life
Property
Geographic Access
Canada
Alberta
Banff
Calgary
Access Restrictions
File contains confidential information - restrictions may apply
Reproduction Restrictions
File contains confidential information - restrictions may apply
Language
English
Category
Commerce and industry
Communications
Government
Land, settlement and immigration
Law and justice
Title Source
Title based on contents of file
Processing Status
Processed
Less detail
This material is presented as originally created; it may contain outdated cultural descriptions and potentially offensive content. Read more.
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