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Papers concerning the payment of estate and succession duties, following the death of Denis St George Daly in April 1942 and his wife Rose Zara Daly in January 1949. This section includes legal correspondence, lists and valuations of the securities representing the Trust properties and Inland Revenue forms.

Account of the agent, William Callan with the trustees of the Dunsandle estate for 2 years 1939-1941, audited by Craig Gardiner, 39/41 Dame St, Dublin, chartered accountants. The credit side includes rent and cash received for turf and timber, the debit side records the outgoings, such as rates, income tax and salaries. William Callan was paid £50 per annum.

Inland Revenue Form 109, with observations and answers to be lodged with the Inland Revenue affidavit.

Copy] affidavit sworn by Rose Zara Daly and Denis Bowes Daly, for the Inland Revenue relating to the estate duty due on the personal estate in Ireland of Denis St George Daly of Over Norton Park, Chipping Norton, Oxfordshire, who died on 16 Apr 1942, aged 79, so that a grant of probate might be obtained. Interleaved with pages containing a valuation of securities; particulars of rent due on the Thurles and Thomastown estates; apportionment of rents; particulars of Denis St George Daly’s free estate and stocks and shares in England. Gross value of the personal property of Denis St George Daly in Ireland was £3,278.7.5.

A list of the Daly Settled Estate, joint owners Major Denis St George Daly, deceased and Col Denis William Daly, compiled by W Callan, giving the names of 28 tenants [on holdings under 6 acres] on the Dunsandle, Kilconnell and Killimor estates, estimated value £592.

Draft corrective affidavit for estate duty to be paid on the property of Denis St George Daly. Rose Zara Daly declares that too much estate duty has been paid on the affidavit already delivered. It has now been agreed that her marriage settlement was an ‘English’ one. Includes 2 copies of Darley, Orpen and McGillycuddy’s answers to observations made by the Estate Duty Office (May 1943-Feb 1944).

Schedule of valuation of securities of the Daly Trust and of the securities released by deed dated 18 Jan 1932. A copy was sent to Capt Brassey on 2 June 1943.

Statement as to securities as above, with more entries in the observations’ column.

Observations or queries posed by the Estate Duty Branch, Dublin Castle, with answers supplied by Darley, Orpen and Synnott. Includes statements of aggregable property as per estate duty form 77 and of annual income from the settled funds.

Piece of paper with pencil annotations relating to the duty on Dunsandle and the 1927 and 1932 settlements.