JH/PER/1 - [Hill - Ratto Trust Settlement]

JH/PER/1

File

[Hill - Ratto Trust Settlement]

1914-1918
1925
1938
1944-1952
1962
1970
1981

91 items Mixed

Ratto Frank L.
Lloyd-Jones, M. J.
Hill, Robert William d. 1917
Lloyd-Jones, B. G.

The Hill Ratto Trust was a settlement made by Mrs M. J. Lloyd-Jones, JH's mother, in 1911, settling her share of her Father's estate, so that she had the income for life with the remainder to her children. The trustees of this were JH and Frank Ratto.

Included is a copy of the settlements, deeds of trustee appointments, and a 1925 statement and correspondence with solicitors concerning the share investments and financial transactions of this trust. In 1949 Mr and Mrs Lloyd-Jones negotiated for the purchase of a cottage in Surrey but the deal fell through. Shares were sold in order to pay for this expected purchase and the funds were finally used in 1950 for the mortgage on 27 Montpelier Place in London. This was the property in which they already resided.

Frank Ratto resigned his trusteeship in 1952 and B.G. Lloyd-Jones took over. The trust then became known as the Hill Lloyd-Jones Trust and it remained dormant for 30 years as investments did not change.

Correspondence in 1981 concerns JH's attempts to track down some of these documents.