Series 4
Financial and legal papers, 1922-1975
Boxes 51-72

Scope and Content Note

The financial and legal series contains the largest amount of Rich family materials in the collection. Financial ledgers, income, property, and estate tax records, banking, trust, personal financial, estate, insurance, and investment records plus miscellaneous records relating to charitable contributions and other financial concerns are filed here. Family members represented in the series are Rich, Virginia Lazarus Rich, Herman and Rosalind Rosenheim, Eldon and Hilda Lazarus, Charles and Katherine Reiser, Bee Rich Wolfe, Walter Rich, Marjorie Rich Giddens, Phillip Giddens, David H. Strauss and family, Maud Rich, and Maud S. Bass. The papers date from the early 1900's (David H. Strauss folders) to the 1970's.

Rich's personal financial transactions-are detailed in the ledgers (early 1950's to 1974), tax records (1935 - early 1970's) and banking records (1963 - 1973). The financial ledgers for Rich and one for Walter Rich (1930's - 1950) list types and amounts of investments, income and expenditures for these two leaders of Rich's. The tax records report forty years of Rich's gifts to charities, income, investments, inheritances and other financial information. The banking records include check stubs for Trust Company and First National of Atlanta accounts which indicate dates, amounts, recipients, and reasons for the checks. Typed lists showing bank balances, expenditures, and deposits are also filed here.

Trust records of several members of the Rich family make up a large portion of this series. Correspondence, account statements, copies of trust agreements, and tax forms comprise the records. They are for the Rich children under trusts established by Rich, his wife and their mothers, for Phillip Giddens under a trust of Marjorie Giddens Rich (Walter Rich's widow), Bee Rich Wolfe under a trust of Walter Rich, the Reiser family under trust accounts from Rosalind Rosenheim and Charles and Katherine Reiser, and the Strauss children under Oscar R. Strauss's trusts. Rich served as a trustee on all of these trusts. Correspondence is generally between trustees, bank officers, and trust recipients regarding expenditures and investments. One unusual item is an antenuptial agreement signed by Marjorie Rich Giddens and Phillip Giddens in 1949 stating that possessions of each person at the time of their marriage would remain individual rather than joint property.

The series contains a large section of estate records of Virginia Rich, Herman and Rosalind Rosenheim, Eldon and Hilda Lazarus, Maud Rich, Maud S. Bass, and David H. Strauss. These records include correspondence among family members, executors, and banking, investment, and legal officials. Estate tax returns and account statements regarding assets and distribution of the estates are also included.

Other records include personal financial records of Hilda Lazarus in the decade following her husband's 1955 death. The remaining papers document Rich's stock and bond investments, ownership of insurance policies, contributions to charities, charge account bills from Rich's (1965-1975), and materials relating to the purchase and renovation of his West Andrews Drive home.

Arrangement Note

Arranged by record type.

Restrictions on Access

Special restrictions apply: Series 4 is closed to researchers.

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