FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / pour-over-will-caldwell.docx
pour-over-will-caldwell.docx · 1034-00004

Parties

Harkness LLP
M. Hartfield
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Capital LLC
Strathmore Corp
Greaves LLP
Havensbrook Wealth Advisors LLC
Strauss LLP

Dates

April 1, 2023
October 3, 2010
April 15, 2023
May 1, 2023
June 1, 2023
March 15, 2023
March 20, 2023

Amounts

$9,000,000

Obligations

I hereby revoke all prior wills and codicils heretofore made by me, including without limitation my Last Will and Testament dated October 3, 2010, and any and all codicils and amendments thereto, and I declare that this instrument, executed on the 1st day of April, 2023, shall constitute my sole and only Last Will and Testament
In the event that I have any child born to me or legally adopted by me after the date of execution of this Will (an "after-born" or "after-adopted" child), such child shall be included in the definition of "My Children" as set forth in Section 1
As used in this Will, the following terms shall have the meanings set forth below unless the context clearly requires otherwise: (a) "My Spouse" means Eleanor Victoria Caldwell (née Whitmore)
References herein to the Caldwell Revocable Trust shall include the trust as it exists at the time of the Testator's death, incorporating any amendments or restatements made prior to such date
References to specific sections of the Code shall include corresponding provisions of any future federal tax legislation
(h) "Per stirpes" shall be defined and applied in accordance with the meaning ascribed to that term under New York Estates, Powers and Trusts Law ("EPTL") Section 1-2