Melissa Baker v. Tracey Cuthbertson, as the of the Estate of Robert Moffitt

CourtCourt of Appeals of Georgia
DecidedSeptember 11, 2024
DocketA24A1098
StatusPublished

This text of Melissa Baker v. Tracey Cuthbertson, as the of the Estate of Robert Moffitt (Melissa Baker v. Tracey Cuthbertson, as the of the Estate of Robert Moffitt) is published on Counsel Stack Legal Research, covering Court of Appeals of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Melissa Baker v. Tracey Cuthbertson, as the of the Estate of Robert Moffitt, (Ga. Ct. App. 2024).

Opinion

FOURTH DIVISION DILLARD, P. J., BROWN and PADGETT, JJ.

NOTICE: Motions for reconsideration must be physically received in our clerk’s office within ten days of the date of decision to be deemed timely filed. https://www.gaappeals.us/rules

September 11, 2024

In the Court of Appeals of Georgia A24A1098. BAKER v. CUTHBERTSON, AS THE EXECUTOR OF THE ESTATE OF ROBERT MOFFITT, DECEASED.

DILLARD, Presiding Judge.

Tracy Cuthbertson—the executor of Robert Moffitt’s estate—sued Melissa

Baker for breach of contract, fraud, and breach of fiduciary duty, alleging that she

exercised undue influence over her father and fraudulently obtained money from him

while he was suffering from dementia. The jury found in favor of Cuthbertson, and

Baker appeals. Specifically, Baker argues the trial court erred in (1) admitting

irrelevant or inordinately prejudicial evidence (i.e., nude photographs of Baker); (2)

entering a verdict inconsistent with Georgia law, as the verdict was unclear as to

whether punitive damages were awarded based on tort or contract claims; and (3)

entering a judgment against her when there was insufficient evidence of the egregious conduct necessary to warrant the imposition of punitive damages and “no . . . finding

of clear and convincing evidence as required by Georgia law.” For the following

reasons, we affirm.

But first, a brief housekeeping matter. Baker has not provided us with a

complete chronological recitation of all the material facts necessary to decide this

appeal, which is in violation of our rules.1 This matters in any appeal, but is especially

frustrating in one with a 528-page record, a 700-page trial transcript, and four volumes

of exhibits. And because Baker has not provided us with a complete recitation of the

material facts (instead primarily referencing her own self-serving testimony, which is

skewed against the jury’s findings), she has significantly hindered our ability to

delineate the relevant facts—especially in the light most favorable to the jury’s verdict

(as we are required to do).2 Suffice it to say, we are not obliged to “cull the record on

behalf of a party, particularly in a case such as this where the record is voluminous.”3

1 See CT. APP. R. 25 (a) (5) (requiring an appellant’s brief to include “[a] statement of the case that sets out the material facts relevant to the appeal”). 2 As explained below, on appeal from a jury verdict, we view the evidence in the light most favorable to the prevailing party. See infra note 5. 3 Callaway v. Willard, 351 Ga. App. 1, 5 (1) (830 SE2d 464) (2019) (punctuation omitted)). 2 So, while it appears the parties’ briefs and our independent review of the record have

likely identified the portions of the record and transcripts necessary to resolve the

particular claims of error raised, we caution that “if we have missed something in the

record or misconstrued an argument, the responsibility rests with [Baker’s] counsel.”4

That said, viewing the evidence in the light most favorable to the jury’s verdict,5

the record shows that Baker—who was in her thirties at the time—and Moffitt, a man

in his eighties, met in 2014 when he found one of her horses on his land.6 At the time,

Moffitt sold hay, and Baker began buying hay from him on a weekly basis. Moffitt and

Baker exchanged numbers, and eventually, he became friends with her and her family.

4 Pneumo Abex, LLC v. Long, 357 Ga. App. 17, 18 n.3 (849 SE2d 746) (2020) (punctuation omitted). 5 See Ga. Trails & Rentals, Inc. v. Rogers, 359 Ga. App. 207, 208 (855 SE2d 103) (2021) (“On appeal from a jury verdict, we affirm if any evidence supports the jury’s verdict, construing the evidence in the light most favorable to the prevailing party.” (punctuation omitted)). 6 Neither party cites to any testimony or evidence detailing exactly how old the parties were at the time they met in 2014, but there is testimony that—at some point during the approximately four-year relationship—Baker was 34 years old and Moffitt was 83 years old. It is also undisputed that, during their relationship, Moffitt was diagnosed with dementia and Alzheimer’s disease and Baker was aware of these conditions. Even so, it is unclear when Moffitt’s mental health first began to decline or when Baker became aware of it. 3 According to Baker, it was a “friendship of helping him,” and she began regularly

checking in on him.

Around the beginning of 2016, Baker was going through a separation with her

husband, and the following spring, she and her four children moved into Moffitt’s

home (the “Casteel home”). Baker testified that she paid the mortgage, Moffitt paid

a second mortgage, and they both paid for different utilities. On June 15, 2016, only

a few months after Baker moved in with Moffitt, he executed a new will, which

provided that it was “made in contemplation of his marriage to MELISSA JOY

BAKER and shall not be revoked by such event.” As to the Casteel home, the will

provided, inter alia, that upon his death, Baker could instruct the trustee of his estate

to sell it at fair-market value, and she would receive 60 percent of the profit, while

Cuthbertson (Moffitt’s daughter) would receive the remaining 40 percent.

At some point, Moffitt and Baker obtained a new homeowner’s insurance policy

with USAA, which was solely in her name, but Moffitt paid the premiums. Around

this same time, when Moffitt was 83 years old and Baker was 34 years old, Moffitt

added Baker to the mortgage and deed for the Casteel home. According to Baker, by

this point, she was handling all of Moffitt’s “business affairs.”

4 After Baker and Moffitt obtained the new insurance policy, the Casteel property

burned down, destroying all of Moffitt, Baker, and Baker’s children’s belongings. Two

or three days after the fire, Baker received an insurance payout from USAA for

$367,000, and although she claimed she deposited it in a joint account with Moffitt,

she never told him that he was entitled to half of the money. Baker also received

another $275,000 from the sale of the Casteel property. Among other things, Baker

spent $50,000 of the proceeds on clothes and another $50,000 to buy a truck.

Additionally, Baker bought a home in Powder Springs, Georgia, for approximately

$430,000, and the title to that property was solely in her name.7 When asked whether

she gave Moffitt anything of value, Baker confirmed her deposition testimony that she

“gave him [herself] taking care of him 110 percent until he died[,]” but she

acknowledged that she failed to do so.

Indeed, in 2018, Baker dropped Moffitt off at Cuthbertson’s home and

immediately left. When she did so, Moffitt could “barely walk,” could not hold his

head up, and complained that he had “something in his stomach that [did not] belong

7 Baker contends that, as consideration for titling the Powder Springs home solely in her name, Moffitt executed a new will on August 3, 2018, leaving his entire estate to his daughter. But Baker concedes the Powder Springs property is not mentioned in the 2018 will. 5 there.” Cuthbertson immediately took Moffitt to the doctor, who discovered he had

a foreign object in his stomach that needed to be surgically removed. According to

Cuthbertson, when Baker discovered she had taken Moffitt to new doctors, Baker

began to “verbally and emotionally torment him and abuse him to the point that he

was so devastated.” Baker called Moffitt—who was then 84 years old—a “weak ass

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Melissa Baker v. Tracey Cuthbertson, as the of the Estate of Robert Moffitt, Counsel Stack Legal Research, https://law.counselstack.com/opinion/melissa-baker-v-tracey-cuthbertson-as-the-of-the-estate-of-robert-moffitt-gactapp-2024.