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

Court of Appeals of Georgia·Decided September 11, 2024·No. A24A1098·Published

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)).

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.

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.”

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.

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 motherfucker” and told him she “hated [his] guts.” Thereafter, Cuthbertson found Moffitt in a fetal position, “sobbing uncontrollably and hysterical.” Cuthbertson testified from that point on, “it was basically war” with Baker. Over a year later, when Moffitt became “extremely depressed and more and more despondent and isolated,” Cuthbertson then moved him into an assisted living home.

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

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) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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