"I am now attending to your personal taxation affairs which are quite separate from the affairs of the Estate."

The note is titled "Your Investments". Edith could get a higher interest rate. Fleet says 17.5%.

This draft letter concerns her private mortgage investment. She asks who is the other party. There is an earlier draft of this letter (document 313960A) which Edith crossed out.

Part of this letter concerns private mortgages. A Felton relative was in the other party.

"The money market is so unsettled ... leave one's moneyon a deposit account with an absolutely safe bank."

Edith has pertinent queries from February about interest payable, etc.

Edith has queries about the interest she is receving. She hopes "you may find time to reply soon."

On the interest Edith is receiving.

The statement is titled "Mortgage Investment". Edith was underpaid £296.90.

Edith thanks Felton for a schedule of underpayment of interest due to her.

The enclosed is titled "notes and quotations about the bond"; Edith also kept handwritten notes used to type the enclosure, in which she goes point by point into what she has asked Felton about a bond. She depends largely, she states, upon the interest for her living expenses.

Smith, Felton's secretary, informs Edith that Felton is abroad.

The letter concerns her interest income from her bond; Edith wrote comments on it. She was not told some of the capital had been repaid.

The letter concerns mortgage bond interest.

The letter concerns mortgage bond interest.

The letter concerns "Lady Russell's Account." Felton asks Farley to check over "our original working papers".

An unspecified matter is the concern.

"I understand from Chris Farley that you have intimated that you might wish to make a substantial gift to Conrad." He sets out Estate issues that result in uncertainty, with a combination of them possibly being disadvantageous.. "It might therefore be, in the light of the above, more prudent to consider deferring any substantial commitment towards any members of your family."

Edith states that she wants to make the following gifts from her own funds: "Conrad Russell, £5,000, Mrs. Kate Tait, £1,000, the three grandchildren, Ann [sic], Sarah and Lucy, £1,000, Mrs. Jean Redmond £500." The enclosed document, "Schedule of Estimated Expenditure in Future", with sub-heading, Plas Penrhyn, London, and Personal (document 313976A). These gifts would enable her to make a simple will in favour of the BRPF. She provides 3 reasons why now is the best time. She has also agreed to underwrite the BRPF to a maximum of £10,000 during 1971. She provides budgets of her estimated future expenses.

Felton thinks it is a good financial decision to sell the London Hasker Street lease. The monetary gifts she wants to make will involve a change to the will. He will write to Jack Black (record 134428).

Felton lets Black know that Edith wants a simple will.

Edith wrote copious notes in the margins of this letter. She is very unclear what funds remain to her. She sent the notes to Felton on 25 May 1971.

Edith has sold investments. "The net balance due to you is £44,126.87." She planned on buying a private mortgage for £10,000.

The letter concerns gifts for the grandchildren (Anne, Lucy and Sarah). Felton outlines how the standard rate of tax of 38.75% could be returned to the children.

Edith has sent Mr. Lock of Coward, Change "£180 out of your General Royalties" for the grandchildren's trust.

Edith wrote comments in the margin of this letter about investing her Brown, Shipley balance.

The enclosed letter is to Child & Co. (record 134435) about interest on the mortgage investment.

Re a mortgage interest payment.

Re P.A.Y.E. for Edwards and Mullock.

The letter concerns Edith's investments.

Re mortgage interest.

Felton will dine with Ronald Clark, BR's biographer. "As you say all is as well as may be."

The letter concerns cheques from Hambro Bonds.

Re deposit of mortgage interest.

Edith has made a detailed chronology of "ER Finances", 1971-72.

The enclosed letter is to Child & Co., both re mortgage interest.

A letter was enclosed "from Dunn & Ellis in which they ask for one year's rent on Plas Penrhyn." That letter is not present but Felton's reply is (record 134445).

The letter concerns the rent for Plas Penrhyn.

"A horrid shock! For I am very much ashamed to say that I had clean forgot about rent for Plas Penrhyn. However, by good luck I can pay it." She also inquired if she should close her account with Brown, Shipley & Co. This letter, not a carbon, is typed on the verso of Felton's letter to her; there is also a handwritten draft (document 313994A).

Felton agrees it is time to close her account with Brown, Shipley & Co. He sets out the tax rates on her income.

Farley wants Felton to clarify the rent for Plas Penrhyn to Edith.

Edith is unclear whether she should pay the Plas Penrhyn rent or the Estate should do it.

Felton apologizes for the muddle over the Plas Penrhyn rent. The enclosed letter is to Dunn & Ellis (record 134451).

The letter concerns the Plas Penrhyn rent, which Felton has paid (£200).

Edith thanks Felton for paying the Plas Penrhyn rent. In deleted paragraphs she discusses a portrait  of BR to be put in the National Gallery this centennial year.

"It will not be necessary for you to refund the rent money to the Estate as there is a balance due to your form the Estate arising on the Gifts Inter Vivos."

Re mortgage interest.

"It is my understanding that until the Estate is wound up the Executors have a duty to protect the assets and this includes insurance of the property."

She inquires what will happen if there is a fire at Plas Penrhyn. "As you will see from the enclosed statement from Child's [not present], I have made a royal muddle ... I am well into the red in my account with them."

Enclosed is "a copy of a letter I have sent to the Bank transferring £1,000 to your account at Child & Co." (record 134458).

A transfer request on behalf of Edith.

Enclosed is "a copy of a letter (record 134460) to your Bankers in which I enclosed the interest from Crossmill Securities for June and July."

Enclosed is a cheque for £209 (not present).

A transfer of funds for Edith.

Hollybush House in Barnet will now be his main address, not Newman Street in London. Edith wrote a draft reply on this letter about interest and mortgages.

Re mortgage interest.

"I am sorry that the various negotiations in which I was involved at McMaster prevented me from enquiring as to your reactions to the University, I would be most interested to learn of your criticisms and views." The enclosed letter is to Child & Co. (record 134465).

The enclosed document, a photocopy, is titled "The Bertrand Russell Archives Rechargeable Expenses Computation, 1 September 1966 to 31 September 1972" and is stamped Felton & Partners (document 314009B).The names of the archival staff (including K. Blackwell) are listed with the amounts paid them. Other expenses are listed, e.g. printing of catalogue.

Felton enclosed cheques for deposit in Edith's account.

The document is an invoice for Felton's income tax services. Edith wrote on it: "Arranged with Mr. Felton by telephone 2/11/72 that this should be paid by Estate funds."

This is a statement in account with Edith about Archives II.

Felton sends a cheque for Edith's share of Archives II, £2459.76.

The letter contains questions about Felton's letter to Child & Co. (record 134468). Felton is going to South Africa for a month and Edith hopes to hear from him upon his return about apportionment of Archives II payments from McMaster and about pensions for her.

The letter concerns the possible sale of property bonds. Edith wrote some questions on this letter and noted she replied by telephone.

The letter concerns the rent to be paid to Dunn and Ellis, the landlord's agents for Plas Penrhyn.

The letter concerns her investments and the Capital Gains tax which started in 1965. Her investments were mainly made in 1960-61.

The letter concerns her tax return.

The enclosed invoice for tax work done is dated 9 May.

The letter concerns options for investment of the cash realized by the sale of the Hambro Bonds. The enclosure is a leaflet issued by Sun Life of Canada about annuities.

Edith's taxes are due: £4062.60.

The letter concerns the Sun Life annuity: "I have a rooted objection to annuities that is difficult to overcome." She explains at length.

"I did not appreciate that you had had a heart attack in 1957.... I would not have advised an annuity scheme if I had known this."

The letter details options for investment in place of an annuity, the vendors being Phoenix and Cornhill.

Edith has settled on a £20,000 investment in Phoenix Wealth Assured Bond.

Felton has not had reply to his letter of 19 June about investments.

The letter concerns Phoenix Assurance and the fact that Felton did not receive her letter of 20 June.

Time has not been lost in regard to earnings on her capital.

Felton has made the investment that Edith desired.

The letter concerns Phoenix Wealth Assured Bonds; the enclosed acceptance form is dated 24 July 1973.

Edith's birth certificate and marriage certificate are returned (not present).

Felton will look after the Phoenix bond for Edith.

The letter concerns income tax.

"What splendid news about the Irish Sweepstake. I am very happy to confirm that your receipt of the prize is quite legal and absolutely tax free."

The Phoenix bond pays interest half-yearly.

F-12 contains two printed pamphlets issued by the Phoenix Weath Assured Fund.

This document written by Edith is titled "Basic things in 1974". It is a list of expected income and expenses plus her capital.

The letter concerns taxes.

Smith apologizes for an error. Edith wrote notes on the envelope detailing the error by which Edit was sent a cheque meant for Childs.

Felton remarks on the postal services in London W.1.

The letter concerns Edith's tax return for 1974-75.

The enclosed invoice is for Felton's fees.

Thanks for payment of Felton's fees.

"I gather the Gardener is getting married."

Felton needs more details about the gardener for tax purposes.

Edith provides the name and age of the gardener's daughter.

The enclosed letter is to Child & Co. (record 134502).

A deposit to Edith's account.

There is also a note by Edith on this date about questions she asked Felton on the telephone (document 313446A).

Edith is perplexed by information or lack thereof from Felton's letter.

The letter concerns investments.

Edith hears that the estate is almost settled. Will the bequests be payable soon and will there be anything left for her?

The letter concerns her Phoenix Wealth Assured Bond which has fallen in value. The enclosed is from Peter Evans (record 134407).

On the surrender procedure for Phoenix bond.