Marie Cheatham instructs Michael Graves, Alvina Roloff's accountant, to not give her Federal Tax Return information to Gene Roloff.

Gene Roloff sent an email to Michael Graves asking for a copy of Alvina Roloff's Federal Tax Returns.


From: 1596 Highland Village Rd <1596@dbs2000ad.com>
Date: Mon, 10 Dec 2001 17:46:25
Subject: Re: ALVINA ROLOFF TAX PREPARATION
Thank you very, very much.
I miss my dad very much.  We were very close during the last year before he died.  His brain cancer took him suddenly and rapidly. It was less than a month after he was diagnosed with brain cancer that he was still able to talk, and he spent all that time in the hospital.  It was gut wrenching to watch his mental functions deteriorate, rapidly.
My mother's death was also very sudden after she went into the hospital. She died a few weeks after she went into the hospital complaining of breathing problems.  I made airline reservations to go see her, but she died three days after I made the reservations and four days before I arrived. It has been difficult dealing with her loss.
If you can find any more records, I would love to have them. They also have a sentimental value to me.  I am more than happy to pay you for your time and expenses in getting more records to me.
Thank you,
Gene

  ----- Original Message -----
  From: Michael J Graves
  To: 1596@dbs2000ad.com
  Sent: Monday, December 10, 2001 10:18 AM
  Subject: Re: ALVINA ROLOFF TAX PREPARATION
  I have Alvina's 1996, 1997, 1998, and 1999 Federal returns.
  The one thing that I do not have a copy of is the gift tax return
  from when she gave the house to Marie.  I sent one to her and
  one to her attorney.  I think that my old copy is at the old tax
  office in Astoria. If she had any kind of estate at all you will need
  to have it.
  I do not have any copies or back up information on the documents
  that she sent to me.  They would have been attached to her copies
  of each year's tax returns.
  I will print what I have off in the next hour or so, and put it in the
  mail to you.
  At any rate, I sure enjoyed your parents, especially your dad.
  Thank you.

  On Fri, 7 Dec 2001 10:16:59 -0600 "1596 Highland Village Rd" <1596@dbs2000ad.com> writes:
    Dear Michael,
    You probably know that my mother, Alvina Roloff, passed away February 7, 2000 at her home in Battle Ground, Washington.
    As you know my father, Elmer Roloff, passed away in 1989 while he and my mother were living in Ilwaco, Washington. At that time you were living in Astoria, Oregon.
    I believe, from what my mother told me, that you have been doing her Federal Tax preparation since 1989.
    From reviewing my mother's 1999 and 2000 checks I found two checks written to you.
    Links to copies of these checks are below:
    http://dbs2000ad.com/aeroloff/2000-03-13-michael-graves-check.gif
    http://dbs2000ad.com/aeroloff/1999-03-03-michael-graves-check.gif
    I am trying to locate my mother's tax returns and the documents that she submitted to you for the preparation.
    I called your office number in Astoria, but the lady said that you had sold the accounting company and moved away. She did not have your new address or phone number, but she gave me an email address that she believed might reach you.
    I hope that you can help me in retrieving these records.  I am willing to pay you for your time involved in getting these records to me.
    Sincerely,
    Gene E. Roloff
    1596 Highland Village Rd
    Highland Village, TX  75077-7129
    home phone: 972-966-6116
    email: gene.roloff@dbs2000ad.com

Gene Roloff did not receive any documents or communication from Michael Graves, so he wrote another email to him, as follows:

From: Gene E. Roloff <gene.roloff@dbs2000ad.com>
Date: Sat, 5 Jan 2002 13:14:06
Subject: Re: ALVINA ROLOFF TAX PREPARATION

Hello Mr. Graves,

I hope that you had good holidays.

I just want to let you know that I never received the tax documents that you said that you sent to me.

Sincerely,

Gene E. Roloff
1596 Highland Village Rd
Highland Village, TX  75077-7129

home phone: 972-966-6116
home fax: 972-317-3358
email: gene.roloff@dbs2000ad.com or 1596@dbs2000ad.com

Michael Graves replied with a mysterious terse message as follows:

From: Michael J Graves <gravestaxservice@juno.com>
Date: Sun, 6 Jan 2002 16:06:59
Subject: Re: ALVINA ROLOFF TAX PREPARATION

Unable to comply with your request.

Mike

Gene Roloff replied with a question, as follows:

From: Gene E. Roloff <gene.roloff@dbs2000ad.com>
Date: Sun, 6 Jan 2002 19:30:21
Subject: Re: ALVINA ROLOFF TAX PREPARATION

May I ask why you changed your mind?

There was no reply from Michael Graves for two days, so Gene Roloff wrote another email, as follows:

From: Gene E. Roloff <gene.roloff@dbs2000ad.com>
Date: Tue, 8 Jan 2002 14:22:46
Subject: Alvina and Elmer Roloff

Dear Mike,

Here is a picture of the 3 by 5 card that my mother, Alvina Roloff, sent to me with a letter in which she asked me to contact you about her financial information.



Your terse response "Unable to comply with your request" without offering any hint at what you require to be able to send me my mother's tax returns, is very puzzling, if not disturbing.

It was my mother's wish that you provide her financial information to me. Can you honor my deceased mother's wish?

Since you have known my mother and father so many years, you may be able to provide information other than financial, but I am not asking for anything other than financial at this time.

Do you remember meeting me at my parent's home in Ilwaco, Washington the year that my father was under threat from the IRS of losing his farm and home. He failed to reserve money to pay his taxes from the sale of his orchards in Milton-Freewater.  My father, you and I were standing in the covered area next to his shack-like home, next to the boat that he was trying to restore. (He gave up on that project not too long afterwards.) My father handed you a fat 12 by 9 manila envelope. You said to him "don't spend all the money from the sale of your cranberries -- save some of it to pay your taxes." My father had to sell his quarter-mile property near Othello, Washington, to his brother Robert in order to raise the money to pay his Federal Taxes.

I hope that you will reconsider providing the financial information to me or at least tell me what I need to do to make it possible.

Sincerely,

Gene


"Therefore all things whatsoever ye would that men should do to you, do ye even so to them...." Matthew 7:12
"For with what judgment ye judge, ye shall be judged: and with what measure ye mete, it shall be measured to you again."
Matthew 7:2


That day Michael Graves replied, as follows:

From: Michael J Graves
  To: gene.roloff@dbs2000ad.com
  Sent: Tuesday, January 08, 2002 9:52 PM
  Subject: Re: ALVINA ROLOFF TAX PREPARATION


  When I received the first e-mail from you, I was under the
  impression that you were handling your mother's financial
  affairs. 

  All of us are under privacy restrictions, therefore, I felt obligated
  to contact the last person I had contact with - Marie. 

  I am unable to obtain permission to release this information
  to you.

  Mike

Gene Roloff replied to Michael Graves, as follows:

From: Gene E. Roloff <gene.roloff@dbs2000ad.com>
Date: Tue, 8 Jan 2002 23:15:33
Subject: Re: ALVINA ROLOFF TAX PREPARATION

Mike,


This information is very helpful because on November 16, 2001 Judge Roger Bennett ordered Marie Cheatham to mail my mother's financial information to my son, Michael Roloff, who lives in Portland, Oregon. She did not mail the tax information.  I will include this information in my upcoming letter to Judge Bennett.

By the way, as of November 16, 2001, Judge Roger Bennett relieved Marie Cheatham of her duties as personal representative of Alvina Roloff's estate, and therefore, I do not believe that she has the authority to deny your release of information to me. I suppose that she neglected to tell you this.

I suppose that you would be willing to comply with an order from Judge Bennett.
Do you need an order directed specifically to you, or can you comply with a general order?
Do you have a standard form that you need for release?

You may also contact my son, Michael Roloff or Judge Bennett, Superior Court of Clark County, Washington for verification.

Thank you for your help.

Gene

Michael Graves never sent any information or replied to Gene Roloff.

Gene Roloff requested and received all availble Federal Tax returns from the IRS later through their request procedures.

These Federal Tax returns were for single filer. Marie Cheatham's name and information were not on them.

Why did Marie Cheatham not want Gene Roloff to see the Federal Tax returns of Alvina Roloff?

It would point to her investments, which could be reviewed for manipulation using the Power Of Attorney which Marie Cheatham had.

The summary is in the PDF file as follows: http://dbs2000ad.com/elvina/2002-06-17_Alvina_Roloff_Fed_Tax_Returns_summary.pdf

Last update January 18, 2018