Edgewater Servs., Inc. v. Epic Logistics, Inc.

2009 NCBC 20
CourtNorth Carolina Business Court
DecidedAugust 11, 2009
Docket05-CVS-1971
StatusPublished
Cited by3 cases

This text of 2009 NCBC 20 (Edgewater Servs., Inc. v. Epic Logistics, Inc.) is published on Counsel Stack Legal Research, covering North Carolina Business Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Edgewater Servs., Inc. v. Epic Logistics, Inc., 2009 NCBC 20 (N.C. Super. Ct. 2009).

Opinion

Edgewater Servs., Inc. v. Epic Logistics, Inc., 2009 NCBC 20.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION COUNTY OF WAKE 05 CVS 1971

EDGEWATER SERVICES, INC. ) and LUCINDA DOSHER, ) ) Plaintiffs, ) ) ORDER v. ) ) EPIC LOGISTICS, INC., DON AND ) BARBARA SHERRILL, and ) JOLIE ANNE OSGOOD, ) ) Defendants. )

THIS MATTER, designated a complex business and exceptional case and

assigned to the undersigned Special Superior Court Judge by Order of the Chief Justice

of the North Carolina Supreme Court, pursuant to Rules 2.1 and 2.2 of the General

Rules of Practice for the Superior and District Courts, came to be heard upon motions

for summary judgment (the “Motion(s)”), pursuant to Rule 56 of the North Carolina

Rules of Civil Procedure (“Rule(s)”), filed by Defendants Epic Logistics, Inc. (“Epic”),

Don and Barbara Sherrill (collectively, the “Sherrills”) and Jolie Anne Osgood

(“Osgood”); and

THE COURT, having considered the Motions, the arguments and submissions of

counsel, pleadings, discovery and all other admissible appropriate matters of record,

CONCLUDES that the Motions should be GRANTED in part and DENIED in part for the

reasons stated below. J.W. Bryant Law Firm, PLLC by John Walter Bryant, Esq. for Plaintiffs Edgewater Services, Inc. and Lucinda Dosher.

Cranfill, Sumner & Hartzog, LLP by Dan M. Hartzog, Esq. and Stephanie A. Gaston, Esq. and Teague, Rotenstreich, Stanaland, Fox & Holt, PLLC by Lyn K. Broom, Esq. for Defendants Epic Logistics, Inc. and Don and Barbara Sherrill.

Bailey & Dixon, LLP by Dayatra T. King, Esq. for Defendant Jolie Anne Osgood.

Jolly, Judge.

I.

PROCEDURAL BACKGROUND

[1] Plaintiffs Edgewater Services, Inc. (“ESI”) and Lucinda Dosher (“Dosher”),

(collectively, the “Plaintiffs”) filed a Complaint against Epic, the Sherrills, and Osgood

(collectively, the “Defendants”) on February 14, 2005, in Wake County Civil Superior

Court. Plaintiffs’ various claims (“Claim(s)”) against the Defendants include: First Claim

for Relief (Trade Secrets Protection Act); Second Claim for Relief (Misappropriation of

Proprietary Confidential Information); Third Claim for Relief (Breach of Contract --

Employment and Non-Compete Agreement); Fourth Claim for Relief (Breach of

Contract -- Joint Venture Agreement); Fifth Claim for Relief (Conversion); Sixth Claim

for Relief (Breach of Fiduciary Duty); Seventh Claim for Relief (Constructive Fraud);

Eighth Claim for Relief (Tortious Interference with Contract -- Employment and Non-

Compete Agreement); Ninth Claim for Relief (Tortious Interference with Contract);

Tenth Claim for Relief (Interference with Prospective Economic Advantage); Eleventh

Claim for Relief (Defamation); Twelfth Claim for Relief (Civil Conspiracy); Thirteenth

Claim for Relief (Unfair and Deceptive Trade Practices); and Fourteenth Claim for

Relief (Punitive Damages). [2] Defendant Osgood previously filed a Motion for Partial Summary

Judgment (Osgood’s “First Rule 56 Motion”) as to the Plaintiffs’ Third Claim (Breach of

Contract -- Employment and Non-Compete Agreement). Subsequently, by Order dated

October 22, 2007, the court granted Osgood’s First Rule 56 Motion by dismissing

Plaintiffs’ Third Claim to the extent it sought recovery from Osgood for breach of (a) a

non-competition covenant and (b) a non-solicitation covenant contained in the

employment agreement (“Employment Agreement”) between Osgood and Plaintiff. The

court denied Osgood’s First Rule 56 Motion to the extent that Plaintiff’s Third Claim

sought recovery from Osgood for breach of a non-disclosure covenant contained in the

Employment Agreement.

[3] By way of their Motions, the Defendants Epic and the Sherrills seek

summary judgment dismissal of all Plaintiffs’ Claims against them.

[4] By way of her Motion, Defendant Osgood seeks summary judgment

dismissal of Plaintiffs’ First, Second, Ninth, Tenth, Twelfth and Fourteenth Claims

against her.

[5] All briefs and oral arguments have been submitted in support of and

opposition to the Motions, and the Motions are ripe for determination.

[6] Unless otherwise indicated herein, the material facts reflected in

paragraphs 7 through 19, 27 through 29 and 58 of this Order exist, are undisputed 1 and

are pertinent to the issues raised by the Motions.

1 It is not proper for a trial court to make findings of fact in determining a motion for summary judgment under Rule 56 of the North Carolina Rules of Civil Procedure (“Rule(s)”). However, it is appropriate for a Rule 56 order to reflect material facts that the court concludes exist and are not disputed, and which support the legal conclusions with regard to summary judgment. Hyde Ins. Agency v. Dixie Leasing, 26 N.C. App. 138 (1975). II.

FACTUAL BACKGROUND

[7] Plaintiff ESI is a corporation organized and existing under the laws of the

State of North Carolina with its principal place of business in Raleigh, Wake County,

North Carolina.

[8] Plaintiff Dosher is a citizen and resident of Johnston County, North

Carolina.

[9] Defendant Epic is a corporation organized and existing under the laws of

the State of North Carolina with its principal place of business in Smithfield, Johnston

County, North Carolina.

[10] Defendants Don and Barbara Sherrill are citizens and residents of Iredell

[11] Defendant Osgood is a citizen and resident of Wake County, North

[12] Epic was incorporated in North Carolina in January 1998, and initially was

owned by Don Sherrill. Epic is a third-party logistics company that negotiated

transporting packages and pricing for accounts, handling mostly less than truckload

(“LTL”) shipping. In 2001, Jim Davis (“Davis”) joined Epic as its operations manager

and a forty percent shareholder of Epic.

[13] In 2001, Joe Dosher, the then-president of ESI, contacted Epic concerning

helping move certain LTL business for a client because Edgewater typically dealt with

truckload (“TL”) freight. Dosher and Sherrill met to discuss their respective businesses,

and the result was an oral agreement that Epic would pay ESI a thirty percent commission for referring LTL business to Epic. Pursuant to the agreement, ESI was

supposed to sell TL for itself and try to sell LTL for Epic.

[14] ESI requested that Epic sign a written agreement stating Epic would be

obligated to offer ESI all of its TL shipments; however, ESI refused to sign such an

agreement. Instead, the parties operated under the oral agreement, which is alleged by

ESI to have constituted a joint venture, from 2001 to 2004.

[15] In June 2003, Don Sherrill and Joe Dosher met for lunch in Smithfield,

North Carolina, to discuss the general lack of LTL business coming from ESI sales

personnel and the pricing related to ESI’s TL services, which was limiting Epic’s

referrals to ESI. At this time, however, Epic and ESI were having some of the most

profitable months of their arrangement.

[16] In 2003, Joe Dosher was diagnosed with pancreatic and liver cancer,

which caused his death on February 15, 2004. At that time, Osgood, who was Dosher’s

daughter, was employed at ESI. Prior to Osgood’s employment at ESI, Osgood had

been convicted of grand theft of motor vehicles in Florida, and she had pled guilty to

multiple felony charges. Despite Osgood’s criminal problems, Joe Dosher gave his

daughter a job at ESI the same year she plead guilty to the criminal violations. It was

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Koch Measurement Devices, Inc. v. Armke
2015 NCBC 42 (North Carolina Business Court, 2015)
Scr-Tech LLC v. Evonik Energy Servs. LLC
2011 NCBC 26 (North Carolina Business Court, 2011)
Aeroflow, Inc. v. Arias
2011 NCBC 20 (North Carolina Business Court, 2011)

Cite This Page — Counsel Stack

Bluebook (online)
2009 NCBC 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/edgewater-servs-inc-v-epic-logistics-inc-ncbizct-2009.