Name/Title
Clara Carter Hyatt Coad--Estate PlanningEntry/Object ID
2009.007.0027Scope and Content
1 folder ; 9 5/8" x 14 3/4"
April 17, 1936 Mrs. Coad named J. Allan Coad as her "true and lawful attorney" for financial matters. Mrs. Coad, as a member of the Carter Products, Inc. family, had substantial resources. The document was done in Washington, D.C.
April 12, 1940 Coad wrote to the Riggs National Bank in Washington. He told them Mrs. Coad had set up the power of attorney for Coad in 1936 and he did use it for a while, but now wanted to use it again. He wanted the bank to see if the POA was still acceptable to them.
April 12, 1940 The bank was uneasy about the old POA and asked for an outside opinion..
April 13, 1940 The bank asked Coad to have his wife submit a current POA. They also returned some deposits that needed work.
April 16, 1940 The bank acknowledged receipt of the new POA.
July 17, 1946 A Baltimore law firm drew up yet another power of attorney.
August 10, 1946 Mrs. Coad signed and had notarized this POA with sweeping powers.
November 15, 1946 The law firm billed for the POA--just $10.00
January-August 1951 Nine bank receipts from Irving Trust Company in New York for custodial fees, deposits, checks to others.
August ?, 1951 Certificate from the Register of Wills that she was providing a "true and full copy" of Mrs. Coad's will.
June 19, 1941 Mrs. Coad signed her will that day. She left the Chestnut Hill house and its furnishings to J. Allan Coad except for specific things she left to relatives. She had already given 1/3 of her Carter stock to Coad, so she wanted him to be happy with his widow's third. She gave two people cash. She willed her New York and Washington houses to her grandson A. Dana Hodgdon, and Porto Bello to Alpheus H. Hodgdon. She left her daughter all of her personal effects. The remainder of her estate was divided between her daughter and grandsons. If the grandsons were too young, the property would be held in trust. J. Allan Coad and Arthur Machen were the executors.
August 1951--September 1951 Nine receipts from Irving Trust Company for activity related to Mrs. Coad's estate. Some of the amounts were quite significant.
October 1, 1951 Agreement between J. Allan Coad and Mrs. Coad's daughter and grandson. Coad would receive the sum of $176,230, consisting of the Porto Bello farm, its furniture and fixtures, Carter Products, Inc. stock and $22,401 in cash, plus an extra $2,000 allowed a surviving spouse.
October 18 and 23, 1951 Receipts for Treasury bills and savings bonds
No date Five onionskin sheets used for computing the tax on Mrs. Coad's estate. The gross amount was $780,890.
No date Carbon of a document transferring title to a mortgage to A. Dana Hodgdon, Jr. from J. Allan Coad
No date Three onionskin sheets of a memorandum about adjustments to the gross estate.
October 1951-October 1952 Nine receipts from Irving Trust Company for activity in Clara Coad's estate.
July 13, 1953 A. Dana Hodgdon, Jr. acknowledged receipt of the money, etc. to which he was entitled in the First Administration Account of Clara Carter Coad's estate.Collection
Coad Collection AddendumArchive Items Details
Date(s) of Creation
1936 - 1953Location
Container
Coad Collection Addendum, Box 1Shelf
Rack 11, Shelf 5Rack
Rack 11Wall
West wallRoom
Archives 2Building
Tudor HallContainer
Coad Collection Addendum, Box 1Shelf
Rack 11, Shelf 5Rack
Rack 11Wall
West wallRoom
Archives 2Building
Tudor HallRelationships
Related Person or Organization
Person or Organization
Coad, Clara Carter Hyatt (1867-1951)Person or Organization
Hodgdon, Alpheus HyattPerson or Organization
Hodgdon, Anderson DanaPerson or Organization
Kent, Clara HyattPerson or Organization
Coad, J. Allan (Joseph Allan), 1884-1963