United States v. Terris Chanley Baker

CourtCourt of Appeals for the Sixth Circuit
DecidedJune 25, 2024
Docket23-3336
StatusUnpublished

This text of United States v. Terris Chanley Baker (United States v. Terris Chanley Baker) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United States v. Terris Chanley Baker, (6th Cir. 2024).

Opinion

NOT RECOMMENDED FOR PUBLICATION File Name: 24a0276n.06

No. 23-3336

UNITED STATES COURT OF APPEALS FILED FOR THE SIXTH CIRCUIT Jun 25, 2024 KELLY L. STEPHENS, Clerk ) UNITED STATES OF AMERICA, ) Plaintiff-Appellee, ) ON APPEAL FROM THE UNITED ) STATES DISTRICT COURT FOR THE v. ) NORTHERN DISTRICT OF OHIO ) TERRIS CHANLEY BAKER, ) OPINION Defendant-Appellant. ) ) )

Before: SILER, CLAY, and GRIFFIN, Circuit Judges.

CLAY, Circuit Judge. Defendant Terris Baker was convicted of several charges relating

to his conspiracy to defraud the Internal Revenue Service (“IRS”) in violation of 18 U.S.C. §§ 371,

641, 642, 287, 282, and 1956. In this appeal, Baker challenges (1) the district court’s admission

of a 2017 phone call between Baker and a co-conspirator under Federal Rule of Evidence 404(b);

(2) the district court’s failure to allow Baker’s co-defendant to call a government witness over the

government’s objection; and (3) the district court’s denial of Baker’s request to substitute counsel

ahead of sentencing. For the reasons set forth below, we AFFIRM Baker’s conviction.

I. BACKGROUND

A. Factual Background

Between approximately January 2015 and September 2015, Defendant Terris Baker

conspired with co-Defendant Robert Rohrbaugh and separately charged and convicted defendant

Brandon Mace to defraud the United States government by filing false tax returns and collecting

refunds. At the time, Mace was incarcerated in federal prison and corresponded with Baker about No. 23-3336, United States v. Baker

the conspiracy via email. The indictment alleged that Mace prepared the fraudulent tax returns,

which Baker then sent. Baker then received and deposited the associated refund checks in accounts

Baker created. Baker, Rohrbaugh, and Mace all withdrew money from the accounts.

The IRS detected the fraud around August 2015, after it distributed significant sums of

money to Baker in the form of refund checks. The IRS subsequently froze one of the fraudulent

bank accounts. Baker and Mace discussed the fact that the IRS had detected their scheme on a

phone call in late August 2015. But the government took no enforcement action at that time, and

Baker and Mace did not continue the conspiracy.

In November 2017, Mace called Baker and asked if Baker would like to participate in the

scheme again. Unbeknownst to Baker, however, the government had approached Mace and

persuaded him to cooperate with law enforcement and act as a government informant. During the

phone call, Mace said he would need Baker’s assistance to help “reel this fish in” (a euphemism

for the scheme) and that Mace would need “an account.” Baker responded: “Just let me know. . . .

I’ll take care of all that. That’s not a problem. I got you on that. If you need me to, you know, do

it this week or whatever, you know, just let me know and I’ll take care of it.” No known overt acts

in furtherance of a conspiracy followed this conversation.

In 2020, Baker was charged with (1) conspiracy to commit offenses against the United

States in violation of 18 U.S.C. § 371; (2) aiding and abetting theft of government property in

violation of 18 U.S.C. §§ 641 and 2; (3) aiding and abetting false claims against the United States

in violation of 18 U.S.C. §§ 287 and 2; and (4) conspiracy to commit money laundering in violation

of 18 U.S.C. § 1956(h).

-2- No. 23-3336, United States v. Baker

B. Procedural Background

Baker and Rohrbaugh’s case proceeded to trial. On April 1, 2022, the United States filed

a notice of intent to introduce the November 2017 conversation between Baker and Mace. The

government alleged that the call was admissible under Rule 404(b) of the Federal Rules of

Evidence as probative of Baker’s intent, motive, plan, preparation, knowledge, or absence of

mistake. Over Baker’s objections, the district court ruled that the evidence was admissible because

it was probative of knowledge, a valid 404(b) purpose, and did not unduly prejudice Baker.

Near the close of trial, Rohrbaugh sought to call IRS Special Agent John O’Boyle to testify

“about certain recordings presented at trial, the chain of custody of those recordings, and about

actions taken by Mr. Mace as an informant.” Appellant Br., ECF No. 33, Page ID #11. In response,

the government argued that Rohrbaugh had failed to comply with certain federal regulations for

subpoenaing IRS agents to testify. See generally U.S. ex rel. Touhy v. Ragen, 340 U.S. 462 (1951)

(describing generally regulations with which defendants must comply when calling government

agents as witnesses); 26 C.F.R. § 301.9000-3 (“[N]o IRS officer . . . shall testify . . . without a

testimony authorization”). Baker’s attorney indicated that he had an interest in O’Boyle’s

testimony but had not sought a subpoena himself. The district court indicated reluctance to delay

the jury’s deliberations and noted that it was “open to reopening the evidence in the defense case

to allow the examination of Special Agent O’Boyle.” R. 130, Page ID #3515. The district court

did not make any findings regarding Touhy compliance or the necessity of O’Boyle’s testimony

on the record, but “urge[d] [the government] to remain open to receiving information, e-mails from

the defense should either or both [defendants] decide to send [the government] something.” Id. at

Page ID #3557. Neither defense attorney contested this statement by the district court, made any

-3- No. 23-3336, United States v. Baker

further arguments regarding Rohrbaugh’s attorney’s Touhy compliance, or brought up the issue

again.

Baker was convicted on all four counts on which he was indicted and was allowed to remain

out on bond pending sentencing. At trial and throughout sentencing, Baker was represented by

Edward Hartwig, a court-appointed attorney, and the district court commended his trial

performance on the record. Prior to sentencing, Hartwig filed a motion to withdraw, stating that

Baker “has contacted the undersigned counsel and explicitly stated that he is terminating the

services” of counsel “due to irreconcilable differences.” R. 199, Page ID #4404. At the sentencing

hearing, Baker struggled at first to articulate a coherent conflict with his counsel. Eventually,

Baker stated that there was a “conflict of interest” between himself and Hartwig. R. 251, Page ID

#5458. Baker claimed that “there was a lot of things that [Hartwig] could have presented in

[Baker’s] defense that were never presented.” Id.

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