Michael E. Roloff
11004 SW 37th Avenue Portland, Oregon 97219
(503) 245-3895 phone; (503) 245-3895 fax
October 5, 2001
TO:
Jill R. Kurtz, Jackson, Jackson & Kurtz.
Inc., P.S., by FAX and CERTIFIED
MAIL
attorney for Marie A. Cheatham,
Personal Representative of the Estate of Alvina M. Roloff, Deceased
704 East Main Street, Suite 102 Fax: 360-687-3121
Battle Ground, Washington 98604 Phone: 360-687-7106
Marie A. Cheatham c/o Jill R. Kurtz
Re: Estate of Alvina M. Roloff, Deceased
Dear Ms. Kurtz,
The purpose of this letter is to summarize my concerns and to summarize my requests for information.
There are two items in your Affidavit of Attorney’s Fees refer to documents and/or letters that were allegedly sent to me by your office, as follows:
The following is a summary of my requests for information:
|
DATE |
PERSONS |
SUBJECT |
|
7/10/01 |
Donna Winston |
Requested Checking and Savings account records related to the Estate for time period January 1999 through April 2001 |
|
7/26/01 |
Jill Kurtz |
Requested original documents for Checking and Investment records be delivered to Jill Kurtz’s office so that I can copy them. |
|
8/8/01 |
Jill Kurtz; Marie Cheatham |
Requested documents for Checking and Investment records be delivered to Jill Kurtz’s office so that I can copy them. |
|
8/21/01 |
Donna Winston |
Clarified documents that I requested. Requested a list of documents available at Jackson, Jackson & Kurtz, Inc. office. |
|
8/28/01 |
Maxine Young |
Restated time frame of documents that I requested. Requested a list of documents available at Jackson, Jackson & Kurtz, Inc. office. |
|
8/28/01 |
Maxine Young |
Telephone conversation; Requested confirmation of receipt of fax sent that morning; Confirmation received; Maxine stated that she only had records for the time period around July and August 2001 and other records had been destroyed. |
|
9/10/01 |
Marie Cheatham |
Face to face conversation in the waiting room of Jackson, Jackson & Kurtz, Inc. office; Marie denied my viewing of records that she brought to the office and she denied my hearing of her explanations regarding information related to the Estate. Neither Marie Cheatham nor Jill Kurtz informed me that there were any records at her office that I could review. |
|
9/10/01 |
Jill Kurtz; Marie Cheatham |
Restated request for documents as in earlier requests dated 8/21/01 and 8/28/01. Requested that the Estate not be closed until I am satisfied with reviewing the documents. |
|
9/18/01 |
Jill Kurtz |
Requested clarification of the time frame of any documents that Jill Kurtz has at her office. Requested clarification of Maxine Young’s statement that Estate records had been destroyed. Noted that Marie Cheatham had not responded to my request dated 8/8/01. |
|
10/1/01 |
Jill Kurtz; Marie Cheatham |
Requested authorization to request information related to Alvina Roloff and her Estate directly from each source at my own expense. |
|
10/23/01 |
Jill Kurtz; Marie Cheatham |
Requested a copy of all documents in Jill Kurtz’s office subject to probate of the Estate be mailed to me at my home. Requested a response to my letter dated 10/1/01 and my letter dated 9/18/01. Requested a fax of line item dated 8/21/01 in Affidavit of Attorney’s Fees |
|
10/26/01 |
Jill Kurtz; Marie Cheatham |
Summarized statements by Maxine Young during phone conversation 10/25/01 about 9:45 AM; Disputed claim that I am harassing them with requests for information related to the Estate; Disputed claim that I am putting computer viruses in Marie Cheatham’s computer. |
I have made more than ten requests for information related to the Estate from July 10, 2001 to October 23, 2001.
Maxine Young led me to believe that you did not have the information that I requested.
You did not provide me with a list of specific documents that I could review, although you charged the Estate for compiling a list.
You did not respond to my request to go after the information I requested on my own time and at my own expense.
You did not fax me a letter the you charged the Estate for.
Marie Cheatham is still withholding information that could add assets to the Estate, i.e. loans, joint accounts and her actions as attorney-in-fact since 1991.
Marie Cheatham has not filed with the Court a fiduciary accounting for the time period that she was attorney-in-fact for Alvina Roloff. The Personal Representative should require the attorney-in-fact to file a fiduciary accounting, but since Marie Cheatham is the Personal Representative, she has not required herself to file the fiduciary accounting of herself as the attorney-in-fact. Marie Cheatham has refused to provide fiduciary accounting to the heirs of the Estate on a voluntary basis.
Sincerely,
Michael E. Roloff
CC: David van Beek, Cindy Saiki, Lisa Ferrell, Gary Roloff c/o Dr. Yuhchyau Chen, FMG van Beek