Smith v. Towslee

2024 Ohio 5786
CourtOhio Court of Appeals
DecidedDecember 10, 2024
Docket24AP-50
StatusPublished
Cited by1 cases

This text of 2024 Ohio 5786 (Smith v. Towslee) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Towslee, 2024 Ohio 5786 (Ohio Ct. App. 2024).

Opinion

[Cite as Smith v. Towslee, 2024-Ohio-5786.]

IN THE COURT OF APPEALS OF OHIO

TENTH APPELLATE DISTRICT

Jeffrey S. Smith et al., :

Plaintiffs-Appellants, : No. 24AP-50 (C.P.C. No. 21CV-2411) v. : (REGULAR CALENDAR) Martha B. Towslee et al., :

Defendants-Appellees. :

D E C I S I O N

Rendered on December 10, 2024

On brief: Moore & Yaklevich, and John A. Yaklevich, for appellants. Argued: John A. Yaklevich.

On brief: Peterson Conners LLP, Gregory S. Peterson, and Istvan Gajary, for appellees. Argued: Gregory S. Peterson.

APPEAL from the Franklin County Court of Common Pleas

JAMISON, J.

{¶ 1} Plaintiffs-appellants, Jeffrey S. Smith and Lori J. Smith (“the Smiths”), appeal a judgment of the Franklin County Court of Common Pleas granting the request of defendants-appellees, Martha B. Towslee and Kenneth F. Lorenz, for a judicial dissolution of Sunset Pointe, LLC (“the LLC” or “LLC”), and for a receiver. For the following reasons, we affirm that judgment. I. FACTS AND PROCEDURAL HISTORY {¶ 2} The parties are two married couples who were previously friends. Beginning in 2007, the parties vacationed together at a large single-family house located on the shore of Norris Lake in Jacksboro, Tennessee. When the Norris Lake house went on the market in 2017, the parties formed the LLC, an Ohio limited liability company, to purchase and own the house. The LLC purchased the Norris Lake house for $1,458,000 in October 2017. No. 24AP-50 2

To finance the purchase, each couple contributed $430,000 in cash, and Jeffrey S. Smith (“Jeffrey”), Towslee, and Lorenz executed a note and mortgage to secure the remaining $616,000 needed for the sale. {¶ 3} The parties executed an operating agreement to govern the LLC. The operating agreement names each party an LLC member and grants each member a 25 percent interest in the LLC. The operating agreement provides that “[t]he members shall exercise all authority for management and control of the Company pursuant to Section 3.1.” (Pls.’ Ex. 1, Section 1.7 (definition of “Managing Member”).) Under Section 3.1 of the operating agreement: All authority for management and control of the Company, it’s [sic] assets and operations shall be vested in the Members, the Members shall have the authority, by a majority Vote of Units, on behalf of and for the benefit of the Company to conduct any and all Company business, to take any action or to make any determination on behalf of, and to exercise all authority of the Company. Id. at Section 3.1. {¶ 4} Additionally, the operating agreement names Jeffrey the managing member of the LLC. The operating agreement states that, “[s]ubject to Section 3.1[,] the Managing Member shall oversee and conduct the day-to-day operations and business of the Company.” Id. at Section 3.2. {¶ 5} From October 2017 to January 2021, Jeffrey fulfilled the responsibilities of the managing member. In this role, he managed the rental of the Norris Lake house and the day-to-day maintenance of the property. During this period, Jeffrey shared with the other LLC members access to the LLC’s online accounts, including the bank, credit card, and utility accounts. {¶ 6} While Jeffrey was the managing member, Towslee acted as the LLC’s bookkeeper. In May 2020, Towslee received a subpoena requesting documents relating to the LLC. The subpoena arose out of litigation Jeffrey’s brother, Steven J. Smith (“Steven”), had filed against Jeffrey in the trial court in February 2018. Steven’s verified complaint alleged that he and his brother were both 50 percent owners of The Columbus Lace Cleaning Company (“Columbus Lace”), a family-owned drycleaning business. Jeffrey managed the bookkeeping and accounting functions for Columbus Lace. According to Steven’s complaint, Jeffrey used Columbus Lace funds to pay for his family’s personal No. 24AP-50 3

expenses, and the expenses of his separate business and his son’s business. Steven asserted claims against Jeffrey for breach of fiduciary duty, conversion, fraud, and unjust enrichment. {¶ 7} When Jeffrey did not answer his brother’s complaint, the trial court entered default judgment against him. After a hearing, the trial court granted damages against Jeffrey in the amount of $841,107.82. This amount included punitive damages because the trial court found Jeffrey’s conduct “particularly egregious * * * [and] borderline criminal.” (Defs.’ Ex. C1 at 4.) The trial court concluded that, “[i]t is by the grace of the appropriate prosecuting authorities Defendant Jeffrey S. Smith is not facing a felony indictment for his actions as it relates to his blatant pilfering of Columbus Lace’s assets.” Id. {¶ 8} Steven’s attorney subpoenaed documents regarding the LLC while investigating what assets Jeffrey had to satisfy the judgment. After responding to the subpoena, Towslee accessed the record for the fraud action on the trial court’s website and read the case documents. The allegations in the complaint “totally shocked” and “really bothered” Towslee. (Apr. 20, 2022 Tr. Vol. II at 287.) She became concerned that Jeffrey may have supplied fraudulent information on the loan application for the Norris Lake house, and she worried that an Internal Revenue Service audit of Jeffrey’s tax returns may adversely affect the LLC. {¶ 9} In a later search of publicly accessible trial court records, Towslee discovered that Steven subsequently sued Lori J. Smith (“Lori”), asserting a claim for fraudulent conveyance. The complaint alleged that Lori was assisting Jeffrey in transferring funds from his accounts into her accounts so Jeffrey could prevent Steven from collecting on his judgment against Jeffrey. Towslee testified that these allegations “caused [her] a concern because this was the first indication that [she] had that [the Smiths] were working together and it -- it took [her] to a place where [she] [] felt like [she] couldn’t trust either of them. [She and Lorenz] were already very concerned because neither of [the Smiths] had told [her or Lorenz] about the subpoena, but this really heightened it because [they] felt like [the Smiths] both were hiding a lot from [them].” Id. at 295. {¶ 10} In August 2020, the trial court granted Steven a charging order against Jeffrey’s membership interest in the LLC. At that point, Towslee and Lorenz sought out No. 24AP-50 4

legal counsel because the situation was “way above anything [they] had ever thought [they would] have to deal with in [their] lives.” Id. at 297. {¶ 11} According to Towslee, Lori did not confide in her that she and Jeffrey were experiencing financial difficulties until late 2020. In early January 2021, Towslee proposed to Lori that Towslee and Lorenz would purchase the Smiths’ interests in the LLC to assist them through their financial problems. Towslee also disclosed to Lori that Towslee and Lorenz knew about the judgment against Jeffrey, and Towslee impressed on Lori that they “need[ed] to figure out some solutions for the company, for Sunset Pointe, LLC, to protect the assets.” Id. at 303. Lori apologized to Towslee and said that she had urged Jeffrey to tell Towslee and Lorenz about the judgment. Lori suggested that Towslee and Jeffrey talk directly. {¶ 12} Over the next couple of weeks, Towslee and Jeffrey spoke on the phone multiple times. According to Towslee, during these calls, they were “trying to solve the problems with the LLC.” Id. at 305. Jeffrey contends that in these conversations, Towslee asked him to withdraw from the LLC due to the charging order. Ultimately, Towslee and Lorenz offered to buy the Smiths’ interests in the LLC for a total of $150,000. Towslee and Lorenz arrived at that amount by subtracting the amount due on the mortgage from $880,000, the value of the Norris Lake house as listed in a 2017 appraisal. The Smiths, who had initially invested $430,000, did not accept the $150,000 offer.

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Bluebook (online)
2024 Ohio 5786, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-towslee-ohioctapp-2024.