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Archival description
Pemberton Holmes Ltd. fonds Series
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Account summaries, balance sheets, financial statements

The series consists of Pemberton & Son Ltd. and Pemberton, Holmes Ltd. financial records dating from 1933 to 1987. Records consist primarily of draft and final versions of profit and loss account summaries (consolidated, combined, departmental, comparative), balance sheets (departmental, consolidated, comparative, pro forma), trial balance sheets (general and departmental), comparative statements of fiscal years, summaries of operations, and financial comparisons, as well as related notes, working papers, calculations, correspondence, inter-office communications and memoranda. The series also consists of records related to the financial transition made when the partnership of Pemberton & Son incorporated in 1933.

The series also consists of copies of the company's official financial statements for 1936-1941, 1947, 1951-1957, and 1973-1987 (excluding 1986), as well as correspondence related to the financial statements and president's reports or remarks on the financial statements. A 1935 financial statement for Pemberlea Ltd. is also included. Financial statements are arranged chronologically starting in 1941.

Other records in the series include schedules of shareholders' loans, lists of securities, statements of capital surplus, staff and salesman production monthly totals, lists of insurance accounts outstanding, action plans for accounts, an application of funds statement, lists of real estate sales, departmental cash analysis, lists of financial procedures, inventory statements, daily advice sheets and sales reports, minutes and agenda for board of directors meetings, and inventory write-off lists.

Alexandra Park subdivision

The series consists of a letterpress copybook of correspondence regarding this land subdivision in Victoria, B.C. Alexandra Park was a subdivision of the north side of Bowker Avenue, and extending north through Cavendish Avenue and Dalhousie Street. The records differ as to whether the subdivision name was Alexandria or Alexandra. It was developed by the British & Canadian Land Company of Toronto, together with the real estate department of the Union Trust Company of Toronto. In 1909, Pemberton & Son was approached to handle the sale of lots.

Subjects of the correspondence include pricing of lots, terms of sales, infrastructure development (including water mains, sidewalks, boulevards, streetcars and electricity), Oak Bay council, taxation, and sale of the Uplands Farm property. A large number of the letters are to The British & Canadian Land Co. and the Union Trust Co. The letterpress book is only partially filled. The spine reads: "Alexandra 10 Aug. 1909 - 28 Sept, 1910, Continued in P&S book." The volume is indexed, with alphabetical arrangement of correspondents.

Anderson, Anderson & Co. and Alberni district records

The series consists of records relating to Anderson, Anderson & Co. and land transactions in the Alberni district of Vancouver Island in the period 1886 to 1908. Subjects include: mortgages, lot purchases, taxes on lots, conveyances, and leases. The series consists of incoming and outgoing correspondence, with alphabetical indexes, and includes three letterpress copy books. It also consists of a ledger book for property transactions between 1893 and 1908, and of a surveyor's notebook (field notes) for a survey of part of Stamp Harbour and the Alberni district by William Ralph, C.E., dated 1886.

Anglican Synod correspondence

The series consists of three letterpress copybooks, which includes outgoing correspondence from Pemberton & Son, concerning the business affairs of the Anglican Synod of the Diocese of British Columbia. Pemberton & Son was the financial agent for the Synod, and invested money on their behalf. The labelling on the three volumes reads: "The Incorporated Synod of BC." There are also business records in the fonds dealing with transactions concerning the Synod of New Westminster.

Letters are arranged chronologically, with an alphabetical index of recipients. In the 1902-1903 volume, handwritten numbers on a letter indicate a cross reference to letters to the same recipient. It is not known why the fonds includes only letterpress books from 1901 to 1903.

Anglican Synod transfer ledger

The series consists of an account ledger book recording expenses and revenues on Victoria and Vancouver mortgages and rental properties held by the Anglican Synod of the Diocese of British Columbia and possibly the Archdeaconry of Vancouver. The books contain two-column account balance sheets, headed by mortgagor names, which record loan expenses and revenues and details including the loan terms, rating, and credit limit. The account balance sheets are arranged in alphabetical sections with an index at the beginning of each section. Victoria and Vancouver office docket file numbers occasionally appear at the top of account balance sheets or on the index pages. A damaged newspaper article on the Anglican Synod and a list of the 1945 "Synod Committee" members are attached to the inside front cover of the volume.

Architectural drawings, diagrams and building plans

The series consists of plans, drawings, diagrams and sketches, including original watercolour architectural drawings, for private houses and for commercial buildings. These include records for Pemberton family residences, for Pemberton & Son buildings, and for other buildings in Victoria's Old Town, and other locations in Victoria, Saanich and Nanaimo, B.C.

Associations, community service, charities

The series consists of records pertaining to the community groups, organizations, charitable causes and political involvement with which the principals of the company or the company itself were connected. These include: the Oak Bay Improvement Association, the War Memorial Committee (regarding the Victoria Cenotaph), the Royal Jubilee Hospital, the Vancouver Island Milk Producers' Association, the Victoria Cricket Club, the Victoria and District Cricket Association, the Canadian Highway Association, the Union Club of B.C., and the Victoria Golf Club. It also consists of records concerning the creation of parks and greenbelt lands, including Cathedral Grove, Pemberton Park and Cuthbert Holmes Park. Records include correspondence, photographs, newspaper clippings, receipts, stocks and debentures records, and meeting minutes. The War Memorial Committee was formed for the purpose of collecting funds to build a war memorial (the cenotaph) in downtown Victoria in 1924. Frederick B. Pemberton, (whose sons Frederick D. Pemberton and Warren Pemberton, had been killed in the First World War), served as treasurer. The records include receipts and correspondence concerning fundraising for this project. The records also include a brief history of the cenotaph project, with several drafts and research notes created by Fred Maurice. Frederick B. Pemberton and others formed the Oak Bay Improvement Association in 1905. The series includes a letterpress copybook containing correspondence of that organization. The series also includes an Oak Bay municipality assessment roll, dated 1907, which probably also relates to Frederick B. Pemberton's involvement with municipal affairs and politics. The records were arranged together in this series by the archivist. There are related records in Series 3040.

B.C. Land and Investment Agency Ltd. and Allsop & Mason, account balance sheets

The series consists of account balance sheets, including: J.D. Pemberton in account with Allsop & Mason; Pemberton, Ward and Allsop in account with Allsop & Mason; Pemberton, Ward and Allsop in account with B.C. Land and Investment Agency Ltd. (successors to Allsop & Mason); Pemberton, Ward and Allsop in account with the B.C. Land and Investment Agency Ltd.-Victoria Branch.

Brentwood College records

The series consists of records dating from 1918-1948 pertaining to the founding and governance of Brentwood College, a private, boarding school for boys, at Brentwood Bay, B.C.

Brentwood College Ltd. incorporated on March 23, 1923, and purchased the former Brentwood Hotel and lands, to be used for the main school building and grounds. Henry Cuthbert Holmes, a co-founder, was one of the original directors, secretary, and served on the board's financial committee. In addition, he was both the trustee for the debenture holders of Brentwood College and a shareholder himself, as were other members of the Pemberton and Holmes families, including Frederick B. Pemberton and P.D.P. Holmes. It appears that Pemberton & Son acted as financial and insurance agent for the school, filing paperwork with the Registrar of Companies, selling shares of Brentwood College Limited stock, and writing policies and advising on the insurance needs of the school and its students. Additionally, Pemberton & Son was a Brentwood College Ltd. shareholder.

The original Brentwood College school closed after a fire in August 1947. In 1961, the Brentwood College name was revived and a private school for boys opened at Mill Bay, B.C.

The series primarily consists of Henry Cuthbert Holmes' copies of Brentwood College Limited's corporate governance and financial records. These include board of directors' meeting minutes and reports, annual reports, the company's Articles of Incorporation and Memorandum of Association, voting proxy forms, committee reports, and correspondence. Financial records include progress reports, balance sheets, estimated income and expenditure reports, a joint banking account application, notes on assets and liabilities, and income tax forms. Records relating to Brentwood College Limited's stock and shareholders include a valuation of the school for debenture holders, dividend notices, a financial prospectus, reports on shares and allotments, notices regarding share sales, share receipts, and related correspondence.

The series also consists of records related to the acquisition of the Brentwood Hotel at Brentwood Bay, B.C., and the subsequent transformation of the property for use by the school. Records include a Brentwood Hotel ledger book, containing entries dating from 1918 to 1922. Its consists of balance sheets for accounts including operating, petty cash, head office, inventory, Bank of Toronto account summaries, and guest/patron account summaries. Also included are an inventory of Brentwood Hotel assets, details of an auction of hotel assets, construction contracts and specifications, and related papers and correspondence. The series also includes records relating to mortgages with Brentwood College Limited as both the mortgagor and the mortgagee, conveyances, (including a conveyance of land for the school chapel), use and occupancy documents, Land Registry Office forms, land option agreements, tax notices, and related papers and correspondence.

The series also consists of records related to the administration of the school, and to headmasters, teachers and exams. This includes correspondence, reports, fee lists, bills and invoices, insurance policies, and ephemera printed by the school. The series also includes architectural drawings, blueprints, maps and subdivision plans, including drawings of buildings and features on the Brentwood site.

Burnside Park and Cordova Bay real estate records

The series consists of records concerning land development, subdivisions and property transactions in south Saanich and the Lake District, near Victoria, B.C. Records include correspondence, sales agreements, statements of account, tax assessment notices, a balance sheet for Burnside Park lot sales, lot plans, and price lists.

Business and client records

The series consists of business correspondence and accompanying records, including land sale agreements, property diagrams or lot plans, balance sheets, tax notices, invoices, loan applications, Land Registry Office forms, conveyances, certificates of title, leases, mortgages, auction catalogs, account statements, insurance and other financial records. The series includes business correspondence with Rand Bros., A.W. Ross & Co., Ross & Ceperley, H.A. Jones & Co., the Vancouver Loan, Trust, Savings & Guarantee Co., and the Hartford Fire Insurance Company. The series also consists of statements of a joint account and securities held jointly by J.D. Pemberton and W.C. Ward. The series also consists of records relating to: Cranbrook Estate in Cranbrook, B.C.; coal prospecting at Bamfield/Barclay District (Vancouver Island); Towner Bay Country Club Limited; Superior Syndicate; Carson Land Company; Parksville Syndicate; Bishop's House Syndicate; Anglican Synod of the Diocese of B.C.; Beckley Farm; W.F.L. Paddon; George C. Mesher; John Graham; Fort Street building and architecture; Johnson Furniture Works; Patricia Bay land expropriation; David Lyle; Joseph Robinson; Joseph LaFortune property ( Cowichan Valley); Steamer "Vancouver" collision with steamer "Yosemite;" and Pemberton Meadows. The series also consists of correspondence relating to real estate in the towns of Sehome and New Whatcom, near Bellingham, Washington. It includes a map of the town of New Whatcom (dated 1883) and of the Sehome and Bellingham area (dated 1889). The series also consists of records from the period 1911 to 1922 relating to the Canadian Pacific Railway Company and real estate in the town of Coronation, Alberta. Some of the material was in poor original order, assembled in this series by the archivist, and roughly arranged chronologically.

Cash book

The series consists of a two-column (capital and income) cash book recording daily receipts and disbursements for Pemberton & Son from May 7, 1909 to September 27, 1915, in chronological order. Daily transactions from this cash book were transferred to the corresponding ledger in series MS 3015. Entries appear to be related primarily to real estate sales, property management/rentals, and mortgages.

Cash sub-ledgers

The series consists of cash sub-ledgers recording daily receipts and disbursements for Pemberton & Son in chronological order. The chronology of the series is largely unbroken from November 1, 1894 to October 31, 1933. A volume that presumably includes entries from January 1, 1900 to September 2, 1901 is missing. The accounting department changed from a two-column cash sub-ledger to a double-page cash sub-ledger in 1896. In addition, after volume 8 (May 19, 1911 to June 29, 1912), the accounting department changed to an odd and even cash sub-ledgers system, in which entries are broken into separate volumes by even calendar days and odd calendar days. The final volume in the series is post-bound and contains entries for odd days in the first half and entries for even days in the second half. The back cover and possibly the final page of the volume have been lost. Starting in 1908 and ending around 1920, entries for the Vancouver office of Pemberton & Son appear in the sub-ledgers. Starting in 1914 and ending around 1920, docket file numbers are occasionally included in the far left column of the debit pages. In instances where two docket file numbers are separated by a backslash, the first number appears to be a docket file number for the Victoria office, while the second number may be a corresponding file number for the Vancouver office. Starting around 1919 or 1920, other unidentified alpha-numeric abbreviations appear in the far left column. Entries appear to be related primarily to real estate sales, property management or rentals, mortgages, insurance and miscellaneous office expenses.

Certificate of title records

The series consists of two record books, and receipts for certificates of title, with related correspondence and documents. The two record books alphabetically list the name of the holder of the certificate of title, the number of the certificate, and dates. The book dated 1940 to 1944 lists the corresponding company file number.

Client revenue and expense sub-ledgers

The series consists of revenue and expense sub-ledgers primarily recording transactions related to Pemberton & Son clients, mortgagees or rental property owners, from 1892 to 1934. The volumes contain two-column account balance sheets, headed by client or account names, which record expenses and revenues. Volumes in the series appear to have been used in distinct sets, as follows. In Set 1, a set of two volumes, the account balance sheets are not arranged alphabetically or strictly chronologically, but an index is included at the front or back of each volume. The volumes follow each other chronologically with entries dating from December 31, 1892 to May 31, 1899, and there is some overlap of clients between volumes. Entries in volume 1 ("Clients") appear to pertain to property rentals, mortgages, and bonds, hay sales, stock shares, insurance premiums, and Pemberton estate accounts, among others. As well as client account balance sheets, volume 1 contains balance sheets for general Pemberton & Son accounts include cash sundries, office expenses, interest, registration, commission, conveyancing, and collections. Volume 2 ("Collections") appears to primarily record revenues received from rents. In addition, there are several pages pertaining to Pemberton Estate stock share purchases, hay sales, and a Delta farm account, which itemizes the production and sale of hay, barley, oats, and other agricultural products. Sets 2 and 3 contain balance sheets for clients A to Z across multiple volumes. Balance sheets for clients continue from set 2 volumes into set 3 volumes. The account balance sheets in set 2 and set 3 are arranged in rough alphabetical order by individual or account name, and tabbed indexes separate alphabetical sections, though not all indexes are used. A full alphabetical index is also included at the front of volumes 3 and 7. Set 2 consists of: volume 3 (clients A-C); volume 4 (clients D-H); volume 5 (clients I-O); and volume 6 (clients P-Z).Set 3 consists of: volume 7 (clients A-C);volume 8 (clients D-M); and volume 9 (clients Mc-Z).In addition to the above sets, volume 10 in the series covers entries for clients A-Z in the period of September and October 1933. In volumes 3 through 10, numbers for related docket files occasionally appear in the upper left corner of the balance sheets. Volume 3 contains a large section of entries pertaining to the Anglican Synod of the Diocese of British Columbia. Volume 6 contains account balance sheets for members of the Pemberton family, including F.B. Pemberton and J.D. Pemberton. In addition to the client account balance sheets, volume 7 in the series contains sheets for Pemberton estate accounts and properties, and for general Pemberton & Son accounts including registration fees, Pemberton & Son Vancouver, Pemberton & Son bond department, sales, and accounts with various insurance companies. Policies on foreclosures and on the calculation of mortgage interests, as well as rental rates are included on the inside front cover of volume 7.

Companies Act, annual reporting, meeting minutes

The series consists of records related to filings with the Registrar of Companies in compliance with the BC Companies Act. These include the company's annual report filings with the Registrar of Companies and documents and correspondence related to the preparation for this annual filing. Annual reports were filed directly by the company and also by the law firm of Pearlman and Lindholm. The series also consists of documents submitted in 1974 by Pemberton, Holmes Ltd. to Pearlman and Lindholm for filings in compliance with the New British Columbia Companies Act.

The series also consists of minutes and related records from annual ordinary general meetings, shareholder meetings, and board of directors meetings. Bound books consist of minutes and/or the company register (including lists of directors, lists of shareholders, registers of transfers, and stock ledgers). Other documents related to corporate governance include executed board of directors' resolutions, director resignations, notices of change in director or officer, consents to reassign shares, consents to act as director, voting proxy assignments, notices to shareholders of annual general meetings, estimated gross income sheets, balance sheets, meeting agendas, tax notices and documents, general remarks on income and expenses, statements of assets and liabilities, cash flow sheets, president's reports to directors, budgets, profit plans, staff personal plans, staff updates, promotion and relocations reports, financial analyses, schedules of payment, memos and notes.

The 1944 board of directors meeting minutes record the name change from Pemberton & Son Ltd. to Pemberton, Holmes Ltd. The series also consists of correspondence related to annual general meetings and share transfers. Correspondence and annual report copies are generally arranged chronologically.

Company articles, reorganization, name changes

The series consists of records relating to company organization, articles of association and its change of name, in the 1930s and 1940s. It also consists of notarized copies of a 1987 certificate from the BC Registrar of Companies documenting the change of name from Pemberton, Holmes Ltd. to Pemberton & Son Ltd., and the 1986 Company Act articles of Pemberton & Son Ltd.

Company buildings and offices

The series consists of records (primarily photographs) relating to company buildings in Victoria, B.C., including images of building exteriors, office interiors and a small number of photos of staff.

The first Pemberton Block at Fort and Broad Street was destroyed by fire in 1909. Frederick B. Pemberton issued plans for a replacement building at Fort, Broad and Broughton Street, built in 1910. It housed Pemberton & Son and Pemberton, Holmes Ltd. until 1948 when the company sold it to Norman Yarrow (therefore now referred to as the historic Yarrow Building). After 1948, Pemberton, Holmes Ltd. was located at its new premises at 1002 Government Street. The series includes photographs taken in the transition between the two buildings in 1948.

The series includes a photocopy of a pamphlet which gives details about the construction and floor plans of the Yarrow Building.

There are also records which relate to company buildings and offices in series MS-3052.

Company shares and debentures

The series consists of share certificates for Pemberton & Son Ltd. dating from 1933 to 1941, and Pemberlea Ltd., dated 1922 and 1931. It also includes correspondence regarding Pemberton, Holmes Ltd. debentures interest, dating from 1970 to 1973.

Daily journals

The series consists of two-column journals recording Pemberton & Son debits and credits in chronological order. The chronology of the series is unbroken from February 15, 1911 to September 19, 1921. The volumes that presumably include entries from September 20, 1921 to April 2, 1928 are missing, and the regular entries in the series continue again starting April 3, 1928. Among other transactions, entries appear to be related to real estate sales, mortgages, insurance (home, auto, and fire), and registration fees.

Following the standard entries, which continue until approximately September 1933, the last volume in the series (June 30, 1933 to December 14, 1934) contains closing entries for Pemberton & Son's old accounts assumed by Pemberton & Son Ltd. following incorporation of the company in 1933. The volume contains entries for Pemberlea Limited subsidiary accounts and subsidiary departments. The volume also contains entries for Courtney Saw Mills Limited, which was acquired by Pemberton & Son Ltd. from Pemberton & Son (Vancouver) Ltd. in 1933.

Daily statements (Vancouver) journals

The series consists of two-column journals recording Pemberton & Son debits and credits in chronological order. Entries appear to be related primarily to mortgages with the mortgagor name appearing in the second column from the left and mortgagee name appearing in the third column from the left. Daily entries are titled "Vancouver" plus the date until August 8, 1921, after which only the date appears. It is unclear, but likely, that the entire volume and the subsequent volume pertain to Pemberton & Son (Vancouver) office transactions. The chronology of the series is unbroken from April 8, 1920 to September 20, 1933. Docket file numbers (it is assumed by the archivist) appear next to all entries. In instances where two docket file numbers are separated by a backslash, the first number appears to be a docket file number for the Victoria office, while the second number is possibly a corresponding file number for the Vancouver office.

Docketed business and client files

The series consists of approximately 2750 business files which made up the main filing system of Pemberton & Son and its successor companies. Most of these files consist of client transaction records, including business and legal documents with accompanying correspondence. A majority of the files relate to the sale, conveyance, mortgage, rent or lease of properties. These files were organized according to the street address of a property, with cross reference to its legal lot description. These legal descriptions usually appear on the original docket covers. Most were housed in the docket format (in reinforced, expandable, heavy envelopes, usually bound with string) with documents folded inside. However, some files were housed in ordinary envelopes. The majority were assigned a file number, which was stencilled or written on the front of the docket or envelope. Because the company was a leading broker of private mortgages, a great many files pertain to mortgages, together with accompanying records such as insurance policies. For these docket files, the name of the mortgagee is written at the top of the cover, and the name of the mortgagor is at the bottom. Names were often updated as changes occurred in the ownership of a property or when the parties to a mortgage changed. Also, a substantial number of the files relate to property management or rental of properties. Record types include but are not limited to: assignment of mortgage and indenture documents; conveyances; deeds; agreements for sale of land; loan applications; releases; title searches; certificates of title; certificates of encumbrance; Land Registry Office records; insurance policies; tax assessments and receipts; invoices from contractors, builders and other service providers; lot plans; blueprints; photographs; maps, plans, diagrams and sketches; inventories; notices of payment due; leases; account statements; power of attorney records; wills and codicils; timber cutting agreements; property appraisals; share or stock information, including stock certificates. The docket file numbers are sometimes referenced in the ledger books, presumably to help a user find the file related to a ledger entry; and at the same time, a corresponding ledger entry sometimes appears written on the front of a docket. However, it has not been possible to establish consistent, useful links between the dockets and the ledgers. Numbers on dockets appear to refer to a ledger, but that ledger cannot be located. Similarly, docket numbers (sometimes called folio numbers) frequently appear in the ledgers, but the docket apparently referenced cannot be located. It appears that many of the docket envelopes were reused, perhaps when the records in that envelope were deemed obsolete. Old docket covers were pasted over with new covers, with different file numbers. If obsolete records were destroyed or moved to a different location, and dockets reused, this may help explain why many dockets referenced in the ledgers are missing. The numbered dockets mostly fall into one of three number systems: a one to four-digit numbering system with no prefix (e.g., 3482); a one to four-digit numbering system with an "A" prefix, introduced in approximately 1926 (e.g., A3482); and a one to four-digit numbering system with a "B" prefix, introduced approximately 1948 (e.g., B3482). While it appears that the date range of the A-prefix group extends later chronologically than the no-prefix group, and the B-prefix group extends later chronologically than the A-prefix group, there is much overlap, and it is unclear why the new groups were implemented or what distinct purpose each numbering scheme might have served in the organization of the files. There are also dockets numbered B1 to B6843, although there are many gaps or missing numbers in the numbering sequence. In addition to the prefixes, letters were sometimes used as suffixes (e.g., 3482c). In addition, the same file number is occasionally used across multiple dockets without a suffix but with distinguishing information added to the front of the envelope, such as the name of a property. Occasionally a handwritten note on the front of a docket refers the user to another docket containing related material. In addition to the predominant groups (no-prefix, A-prefix, and B-prefix groups), a small number of dockets are labelled with four-digit sales numbers rather than with standard file numbers. (They are numbered in the 4000 range). Also, a small number of dockets, which had previously been part of the B-prefix group, have had the standard file numbers crossed out and replaced with a 5- or 6-digit mortgage number. These appear to be files for mortgages released in 1978-1979 and are the newest records in the series. It is possible the docket files were first created about 1910. There are documents dating back to ca. 1880 (or earlier) within the files, but it is possible that clients first brought these documents (their “old records”) to Pemberton & Son after 1910

Document list record books

The series consists of books (three volumes) used to track documents related to Pemberton & Son and Pemberton, Holmes accounts, and primarily record land sales between 1857 and 1957. They include details on lots purchased, selling price, and lists of related documents, including agreements, conveyances, mortgage transfers, assessments, releases, quit claims, and power of attorney. Entries also include information about related insurance policies, title numbers, and docket file numbers, which appear in the left column of the entries below purchaser names. Names appearing in the column to the right of the entries may belong to lenders or mortgagors.

Each volume includes entries for accounts A-Z. Entries are arranged in rough alphabetical order by client or account name, and index tabs with docket file numbers separate alphabetical sections. Multiple entries appear on each sheet. Section C of volume 2 contains a list of sales in the Watson Clark subdivision. Section T includes lists of tax titles for properties requested in the name of F.B. Pemberton, as well as Saanich tax sale certificates, provincial government tax sale certificates, and Saanich tax sale purchases. In addition to lists of documents related to land sales, volume 3 contains entries listing documents related to estate accounts, including wills, probates and codicils.

Document stamp cash book

The series consists of a Pemberton & Son cash book which records daily sales of document stamps for mortgages, insurance policies, and other official papers between January 14, 1916 and January 29, 1917.

Dumbleton Estate, journal and balance sheet

The series consists of a two-column journal recording Dumbleton Estate debits and credits in rough chronological order dating from March 20, 1909 to July 1, 1913, as well as a September 30, 1910 balance sheet, and trial balances dating from June 30, 1914 to November 2, 1915. Journal entries appear to be related primarily to income from real estate sales and property management, as well as capital and income account activity. The journal only includes entries through page 33.

E. Stanley Jones, Notary Public

The series consists of client files associated with the notary public, E. Stanley Jones. Records include agreements for the sale of land, conveyances, bills of sale, mortgages, title searches and correspondence. The records are arranged alphabetically by client name.

Employee records

The series consists of various records related to the staff of the company, including individual earnings records, their pension plan, annuity contract, and group insurance.

Pension plan records date from 1949 to 1973 and relate to the company's pension plan administered by William Mercer Ltd., consulting actuaries. This includes contributions reports, employee statements of pension benefits, applications for group annuity benefits, statements of group annuity payments, premium reconciliation statements, and related correspondence and payment receipts. The series includes correspondence related to individual employee pension plans, to changes in the group plan, to staff salary adjustments, and to payment disputes. The series includes correspondence related to a survey of pension plan coverage requested by the Dominion Bureau of Statistics.

The series also consists of group annuity contracts for Pemberton, Holmes Ltd. dating from 1946 to 1960. These annuities were for their employees' retirement pensions. The contracts are called Canadian Government Annuities and were issued by the Department of Labour. The series includes brochures relating to Pemberton, Holmes Ltd. Retirement Annuity Plan, and to Canadian government annuities.

The series also consists of correspondence and receipts from 1941-1954 pertaining to group insurance for employees.

Estate and trust investment ledger

The series consists of an account ledger book recording loans made by Pemberton & Son estates and trusts dating from 1903 to 1934. The book contains two-column account balance sheets, headed by borrower names, which record details including the loan terms, rating, and credit limit. The account balance sheets are arranged in sections by estate or trust name. The volume contains balance sheets for investments made in estates or trusts including the Davie Estate, Joe Greaves Trust, Hancock Trust, H.V. Heal Trust, G. Kay Trust, Mair Trust, Mycock Estate, Nicola Valley Trust, Paddon Estate, and Stratton Estate. Loose sheets between the front cover and text block list additional estate investments.

Fred Maurice records

The series consists of the records of Frederick George Pennington (Fred) Maurice, who worked for the company for 52 years (ca. 1926-1977) and became a director of the company. After retiring, in the late 1970s and 1980s, he wrote an unpublished history of the company and the Pemberton and Holmes families. That manuscript forms part of this series. There are also materials related to that manuscript and his research for it, including his rough notes, memos and correspondence (notably with William J. Borrie). There are draft versions of chapters, transcriptions of old company correspondence, a Pemberton and Holmes family tree, and his notes concerning B.C. and Canadian history. The extensive notes and transcriptions are on loose leaf paper, index cards, and in spiral notebooks.

The series also consists of original records or photocopies which Fred Maurice removed from their original location in the fonds, including news clippings, photographs, ephemera, maps and plans. Photocopies of company records include several related to dealings between the Pemberton family and the Gonzales Point Land Company Limited, and photocopies of documents such as the wills of Charles William Ringler Thomson and Joseph Blackburn Greaves. The series includes what appears to be a handwritten draft of a memoir written by Frederick B. Pemberton.

The series also consists of business files believed to have been in the possession of Fred Maurice, concerning both Pemberton Holmes company business and Maurice’s personal business. These include records regarding the management of estates.

The series includes a photograph album, presumed to be Fred Maurice's, as his name is written in his handwriting on the front cover. The black and white prints appear to be primarily vacation photos, featuring landscape shots and unidentified people. Some loose photos are dated 1940. The album contains three photographs that appear to have been taken in the Netherlands during World War II. The back of one photo (of the Dutch town of Hoorn) is annotated with the following: "(Note - I still keep out of / pictures!!). This may indicate that Maurice was possibly the photographer, not a subject in the photographs.

Maurice, Frederick George Pennington

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