Baumberger v. McCulliss

CourtColorado Court of Appeals
DecidedOctober 23, 2025
Docket24CA1987
StatusUnpublished

This text of Baumberger v. McCulliss (Baumberger v. McCulliss) is published on Counsel Stack Legal Research, covering Colorado Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baumberger v. McCulliss, (Colo. Ct. App. 2025).

Opinion

24CA1987 Baumberger v McCulliss 10-23-2025

COLORADO COURT OF APPEALS

Court of Appeals No. 24CA1987 Grand County District Court No. 23CV30028 Honorable Mary C. Hoak, Judge

Kathie Baumberger, individually and in her capacity as successor trustee of the Mary Digor Baumberger Revocable Life Trust,

Plaintiff-Appellant,

v.

McCulliss Oil & Gas, Inc.; C.O.T.A. Resources, Inc.; and W.D. Real Estate Investments LLC,

Defendants-Appellees.

JUDGMENT AFFIRMED IN PART AND REVERSED IN PART, AND CASE REMANDED WITH DIRECTIONS

Division V Opinion by JUDGE YUN Freyre and Pawar, JJ., concur

NOT PUBLISHED PURSUANT TO C.A.R. 35(e) Announced October 23, 2025

Gray Bugos & Schroeder LLC, Joshua F. Bugos, Littleton, Colorado, for Plaintiff-Appellant

Taft Stettinius & Hollister LLP, Tamir Goldstein, Ryan T. Shaffer, Denver, Colorado, for Defendants-Appellees ¶1 In this quiet title case, the plaintiff, Kathie Baumberger,

appeals the district court’s grant of summary judgment in favor of

the defendants, McCulliss Oil & Gas, Inc.; C.O.T.A. Resources, Inc.;

and W.D. Real Estate Investments LLC (together, the defendants).1

Baumberger contends the district court erred by (1) finding that no

evidence supported her constructive trust claim; (2) finding that no

dispute of material fact existed as to whether the defendants were

bona fide purchasers for value; (3) finding that she could not prove

the hostility or good faith elements of her adverse possession claim;

(5) granting summary judgment on her unjust enrichment claim;

and (6) ruling against her on two evidentiary issues.

¶2 We agree with Baumberger’s first two contentions.

Accordingly, we affirm in part, reverse in part, and remand the case

to the district court for further proceedings consistent with this

opinion.

I. Background

¶3 The dispute in this case involves the ownership of a 26.90-acre

parcel of land in Grand County, Colorado (the property). The

1 Two additional defendants, Big Ray’s Enterprises LLC and

Teresa P. Flores, defaulted.

1 property was originally granted in 1938 by the United States to

Baumberger’s grandfather, Stephan Digor, after he homesteaded it.

In 1994, Baumberger’s mother, Mary Baumberger, transferred her

interest in the property to Audra and Paul Coffey, who had adopted

her as an adult.2 Paul Coffey passed away, and in 2000, Audra

Coffey conveyed her interest in the property, at Mary Baumberger’s

direction, to Big Ray’s Enterprises LLC, a company owned by Mary

Baumberger’s friend, Raymond Flores.

¶4 Mary Baumberger paid taxes on the property until her death

in 2016. After her mother passed away, Baumberger lived on the

property and attempted to obtain record title by allowing the taxes

to go unpaid and purchasing the resulting tax lien at a public sale

in 2018. The tax lien gave Baumberger the right to receive a

treasurer’s deed for the property on December 19, 2022, if the lien

was not redeemed before that date.

¶5 In November 2022, Travis Besant, owner of the defendant

C.O.T.A. Resources, saw the public notice of Baumberger’s

2 The property consists of a 1.12-acre eastern tract and a 25.78-

acre western tract. At the time of this transfer, a third party owned a one-sixth interest in the eastern tract. This appeal concerns only the ownership of the remainder of the property.

2 application for a treasurer’s deed. After researching the property,

Besant contacted Raymond Flores’s widow, Teresa Flores. On

December 14, 2022, C.O.T.A. Resources and McCulliss Oil & Gas

purchased Big Ray’s interest in the property from Teresa Flores for

$5,000 and redeemed the tax lien for $2,741.57. Five days later,

C.O.T.A. Resources and McCulliss Oil & Gas transferred their

interest in the property to W.D. Real Estate.

¶6 In March 2023, Baumberger filed a lawsuit against the

defendants, asserting claims for quiet title, declaratory judgment,

adverse possession, constructive trust, and unjust enrichment. In

her complaint, she requested that the court void the December 14,

2022, sale of Big Ray’s interest in the property (the December 14

sale) and declare her the rightful owner of the property based on

either adverse possession or the imposition of a constructive trust.

Alternatively, if the court determined that the December 14 sale was

valid, she sought damages for unjust enrichment. The defendants

answered the complaint, and W.D. Real Estate asserted

counterclaims for quiet title, declaratory judgment, and eviction.

¶7 The defendants then moved for summary judgment on

Baumberger’s claims and W.D. Real Estate’s counterclaims. The

3 district court sua sponte dismissed W.D. Real Estate’s eviction

counterclaim and granted summary judgment for the defendants on

all the other claims and counterclaims.

¶8 Baumberger now appeals.

II. Standard of Review

¶9 We review de novo a district court’s order granting summary

judgment. Rocky Mountain Planned Parenthood, Inc. v. Wagner,

2020 CO 51, ¶ 19.

¶ 10 Summary judgment is proper only when “the pleadings,

depositions, answers to interrogatories, and admissions on file,

together with the affidavits, if any, show that there is no genuine

issue as to any material fact and that the moving party is entitled to

a judgment as a matter of law.” C.R.C.P. 56(c). “In considering

whether summary judgment is appropriate, a court grants the

nonmoving party the benefit of all favorable inferences that may

reasonably be drawn from the undisputed facts and resolves all

doubts against the moving party.” Rocky Mountain, ¶ 20.

¶ 11 “Summary judgment is a drastic remedy, and it should only be

granted when it is clear that the applicable legal standards have

been met.” Id. at ¶ 21. “At the summary judgment stage, the trial

4 judge’s function is not to weigh the evidence and decide what

occurred, but to determine whether or not a genuine issue exists for

the jury.” Andersen v. Lindenbaum, 160 P.3d 237, 239 (Colo.

2007).

III. Constructive Trust

¶ 12 Baumberger contends that the district court erred by granting

summary judgment on her constructive trust claim. We agree.

A. Relevant Law

¶ 13 “[A] constructive trust is a ‘remedial device designed to prevent

unjust enrichment.’” Sandstead-Corona v. Sandstead, 2018 CO 26,

¶ 45 (quoting Mancuso v. United Bank of Pueblo, 818 P.2d 732, 737

(Colo. 1991)). “Constructive trusts ‘are raised by equity in respect

of property which has been acquired by fraud, or where, though

acquired originally without fraud, it is against equity that it should

be retained by him who holds it.’” Id. (quoting Page v. Clark,

592 P.2d 792, 798 (Colo. 1979)).

¶ 14 “[A] constructive trust can arise when two parties have a

‘confidential relationship’ that caused one party to act less vigilantly

than [they] would have . . . had [they] been dealing with a stranger.”

Id. at ¶ 46 (quoting Page, 592 P.2d at 798). Our supreme court has

5 recognized that “confidential relationships often arise between close

family members.” Id. The court has also noted that “a confidential

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