Haddock v. Volunteers of Am., Inc.

2021 NCBC 5
CourtNorth Carolina Business Court
DecidedJanuary 22, 2021
Docket20-CVS-8065
StatusPublished

This text of 2021 NCBC 5 (Haddock v. Volunteers of Am., 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
Haddock v. Volunteers of Am., Inc., 2021 NCBC 5 (N.C. Super. Ct. 2021).

Opinion

Haddock v. Volunteers of Am., Inc., 2021 NCBC 5.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION WAKE COUNTY 20 CVS 8065

TONYA A. HADDOCK and CADENCE DEVELOPMENT, LLC,

Plaintiffs,

v. ORDER AND OPINION ON VOLUNTEERS OF AMERICA, INC.; DEFENDANTS’ MOTION TO STRIKE VOLUNTEERS OF AMERICA NATIONAL SERVICES; and AND MOTION TO DISMISS SUSSEX VOA AFFORDABLE HOUSING, LLC,

Defendants.

1. THIS MATTER is before the Court on Defendants’ Motion to Strike (the

“Motion to Strike”), (ECF No. 9), and Defendants’ Motion to Dismiss (the “Motion to

Dismiss” and referred to with the Motion to Strike as the “Motions”), (ECF No. 11),

each filed on September 23, 2020.

2. For the reasons set forth herein, the Court DENIES the Motion to Strike

and GRANTS in part and DENIES in part the Motion to Dismiss.

Ellinger & Carr, PLLC by Susan Yelton Ellinger, Jeffrey Ellinger, and Steven Carr, for Plaintiffs Tonya Haddock and Cadence Development, Inc.

The Banks Law Firm, P.A. by Jesse H. Rigsby, Theodore Curtis Edwards, and Sherrod Banks, for Defendants Volunteers of America, Inc., Volunteers of America National Services, and Sussex VOA Affordable Housing, LLC.

Robinson, Judge. I. INTRODUCTION

3. This action arises out of a dispute over the development by Plaintiffs and

Defendants of a housing project known as The Sussex and the right to the ownership

and profits derived from its development.

II. PROCEDURAL BACKGROUND

4. The Court sets forth here only those portions of the procedural history

relevant to its determination of the Motions.

5. Plaintiffs initiated this action on July 22, 2020 with the filing of the Verified

Complaint and Demand for Jury Trial (the “Complaint”). (Verified Compl. & Demand

for Jury Trial, ECF No. 3 [“Compl.”].) That same day, Plaintiffs filed the Notice of

Lis Pendens pursuant to N.C.G.S. §§1-116, et seq. attaching to four parcels of real

property in Wake County, North Carolina. (ECF No. 4.)

6. On September 23, 2020, Defendants filed the Motions and Defendants’

Motion to Cancel Notice of Lis Pendens (the “Motion to Cancel”). (ECF No. 13.)

7. Following briefing, the Court held a hearing on the Motions and the Motion

to Cancel on November 16, 2020. (See ECF No. 29.)

8. On January 10, 2021, the Court entered the Order on Defendants’ Motion

to Cancel Notice of Lis Pendens and Motion to Expedite cancelling the lis pendens.

(ECF No. 50.)

9. The Motions are ripe for resolution. III. FACTUAL BACKGROUND

10. The Court does not make findings of fact on the Motions brought pursuant

to Rule 12(b)(6) and Rule 12(f) of the North Carolina Rules of Civil Procedure (the

“Rule(s)”), but instead only recites those facts included in the Complaint relevant to

the Court’s determination of the Motions.

A. The Parties

11. Plaintiff Tonya A. Haddock (“Haddock”) is a developer of affordable housing

projects. (Compl. ¶ 1.)

12. Plaintiff Cadence Development, LLC (“Cadence Development” and with

Haddock referred to herein as “Plaintiffs”) is a North Carolina limited liability

company. (Compl. ¶ 1.) Haddock is the manager of Cadence Managing Member,

LLC, which is the managing member of Cadence Development. (Compl. ¶ 1.)

13. Defendants Volunteers of America, Inc. (“VOA”) and Volunteers of America

National Services (“VOANS” and with VOA referred to herein as “VOA Defendants”)

are nonprofit corporations. (Compl. ¶ 1.) VOANS is a wholly controlled subsidiary of

VOA. (Compl. ¶ 4.)

14. VOA formed Defendant Sussex VOA Affordable Housing, LLC (“Sussex

VOA” and referred to with VOA Defendants as “Defendants”), a North Carolina

limited liability company, in December 2019. (Compl. ¶ 1.) VOANS is the managing

member of Sussex VOA. (Compl. ¶ 5.) VOA Defendants are the sole members and

managers of Sussex VOA. (Compl. ¶ 33.) B. The Sussex

15. Beginning in 2018, Plaintiffs began working on the development of an

affordable housing project in Raleigh, North Carolina known as The Sussex. (Compl.

¶ 1.) As part of the development efforts for The Sussex, Plaintiffs obtained options to

purchase four parcels of real property for the development of a 216-unit affordable

housing project (the “Purchase Options”). (Compl. ¶ 1.)

16. On September 21, 2018, John Kirkland (“Kirkland”) and Mary Phaneuf,

representatives of VOA, contacted Haddock expressing VOA’s interest in partnering

with Haddock to develop The Sussex. (Compl. ¶ 1.) On September 28, 2018, Kirkland

notified Haddock that VOA’s Development Review Committee approved VOA

proceeding to work with Haddock on the development of The Sussex. (Compl. ¶ 1.)

C. The Interim Agreement

17. Haddock and VOA Defendants entered into an Independent Contractor

Agreement on October 16, 2018, which the parties intended to be an interim

agreement (the “Interim Agreement”). (Compl. ¶¶ 8, 9; see also Compl. Ex. A.)

Attachment A to the Interim Agreement provides that Plaintiffs and VOA “shall enter

into a future binding agreement that specifies partnership scope and

compensation[.]” (Compl. ¶ 15; see also Compl. Ex. A.)

18. Pursuant to the terms of the Interim Agreement, Haddock was to act as a

“local developer partner to VOA” to “assist VOA on general strategy, technical

sufficiency and completeness of any and all applications related exclusively to The

Sussex[,]” and Haddock would receive monthly draws of $10,000 from October 1, 2018 through January 31, 2019. (Compl. ¶¶ 9, 11; see also Compl. Ex. A.) VOA expressly

agreed to pay Haddock “monthly draws against the Developer Fee share in the

amount of 15% and 15% of the annual cash flow, or some mutually-agreed-upon

compensation structure.” (Compl. ¶ 13; see also Compl. Ex. A.)

19. Paragraph 9 of the Interim Agreement provides that “[t]he relationship of

[Haddock] to VOA is that of an independent contractor, and nothing in [the Interim]

Agreement shall be construed as creating any other relationship.” (Compl. Ex. A ¶

9.)

20. In reliance on VOA’s representations, Haddock assigned the Purchase

Options to VOA. (Compl. ¶ 16.)

D. Termination of the Parties’ Relationship

21. Less than one month after execution of the Interim Agreement, Haddock

performed or commenced performance of all of the developer services described in the

Interim Agreement. (Compl. ¶ 17.)

22. Even after the expiration of the compensation period set forth in the

Interim Agreement, on January 31, 2019, Haddock continued to coordinate the

development of The Sussex, submit invoices to VOA, and receive payments from VOA.

(Compl. ¶ 21.) After the expiration of the compensation period, and with the

agreement of VOA, Haddock worked to obtain financing from Wake County Housing

Authority. (Compl. ¶¶ 17–19.)

23. After financing approval was obtained from the Wake County Housing

Authority, on May 30, 2019, Kirkland e-mailed Haddock attaching a proposed revised agreement for Haddock’s involvement in The Sussex and her compensation structure

(the “Revised Agreement”). (Compl. ¶¶ 1, 22–24.) Plaintiffs allege that the Revised

Agreement was intended to replace the Interim Agreement. (Compl. ¶ 1.) In this e-

mail communication, Kirkland advised Haddock to continue sending invoices to VOA.

(Compl. ¶ 24.)

24. In late June 2019, Kimberly King (“King”), a representative of VOA,

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