Hardin v. Lewis

2016 NCBC 55
CourtNorth Carolina Business Court
DecidedJuly 21, 2016
Docket15-CVS-3899
StatusPublished

This text of 2016 NCBC 55 (Hardin v. Lewis) 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
Hardin v. Lewis, 2016 NCBC 55 (N.C. Super. Ct. 2016).

Opinion

Hardin v. Lewis, 2016 NCBC 55.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION COUNTY OF CUMBERLAND 15 CVS 3899

VICTORIA G. HARDIN, ) Plaintiff, ) ) v. ) ) OPINION AND ORDER RICHARD M. LEWIS, JR.; RENNY W. ) DEESE; JAMES R. NANCE, JR.; JOHN G. ) ORDER APPOINTING RECEIVER BRIGGS, III; LEWIS DEESE NANCE ) BRIGGS & HARDIN LLP; and LEWIS ) DEESE NANCE & BRIGGS, ) Defendants. )

THIS CAUSE, designated a mandatory complex business case by Order of the Chief

Justice of the North Carolina Supreme Court, pursuant to N.C. Gen. Stat. § 7A-45.4(b)

(hereinafter, references to the North Carolina General Statutes will be to "G.S."), and

assigned to the undersigned Special Superior Court Judge for Complex Business Cases,

comes before the Court upon Plaintiff's Motion for Summary Judgment and to Compel

Compliance with Prior Orders Entered in this Action ("Plaintiff's Motion for Summary

Judgment"). On July 7, 2016, the Court held a hearing on Plaintiff's Motion for Summary

Judgment.

THE COURT, having considered the Motion, the memoranda filed in support of and

opposition to the Motion, the affidavits and exhibits, the pleadings and appropriate matters

of record, and the argument of counsel, concludes as follows with regard to Plaintiff's Motion

for Summary Judgment regarding the First and Ninth Claims for Relief contained in the

Verified Complaint:1

1 The Court will address the Second – Eighth Claims for Relief in the Verified Complaint in a separate

opinion and order. A. FACTUAL2 AND PROCEDURAL BACKGROUND.

1. On March 1, 2013, Plaintiff became a partner in the law firm of Lewis, Deese,

Nance, Briggs & Hardin, LLP (the "Firm"). Richard M. Lewis ("Lewis"), Renny W. Deese

("Deese"), James B. Nance, Jr. ("Nance"), and John G. Briggs, III ("Briggs") were Plaintiff's

partners. The Firm did not have a written partnership agreement. Deese told Plaintiff she

would receive a $10,000.00 per month draw and that she would have to pay a $45,000.00

"buy-in" to the partnership. The buy-in would be deducted from her monthly draw in

installments of $1,500.00 until paid in full. There also apparently was a profit distribution

made at the end of each year in equal, pro rata, shares to each partner.

2. The partners implemented a new profit distribution plan effective January 1,

2014. The partners agreed to keep $100,000.00 in the firm's operating account, and at the

end of each quarter distribute any amount in excess of $100,000.00 in the operating account.

Under the new plan, distributions were based on individual revenues generated by each

partner.3 For the first three quarters of 2016, a profit distribution was made to each partner

based on a pro-rata percentage determined by dividing the gross revenues collected on the

partner's work during the quarter by the total gross revenues collected by the Firm on all

work during the quarter.4 Defendants apparently contend that the partners agreed that a

decision on whether to pay the profit distribution would be made after each quarter.5 Plaintiff

disputes this contention and claims that the partners placed no contingencies on the payment

of the distributions. This dispute of fact makes it impossible, at this time, to determine

2 The parties' briefs are virtually bereft of any citation to the evidence in the record, insubstantial as

it is, which has made the Court's task of ruling on the Plaintiff's Motion for Summary Judgment extremely difficult. 3 Hardin Dep. pp. 62, 68, 69, 93, and 95; Defs.' Resp. to Pl.'s First Req. for Admissions nos. 4 and 5

(filed on August 10, 2015). 4 Defs.' Resp. to Pl.'s First Req. for Admissions nos. 4 and 5 (filed on August 10, 2015). 5 Id. whether Plaintiff was entitled to a payment of a profit distribution for the fourth quarter of

2014.

3. It is undisputed that Plaintiff generated the highest level of gross revenues

during the first three quarters of 2014. Plaintiff received her profit distributions for the first,

second, and third quarters of 2014, and has not disputed that she received the appropriate

amount for each of these quarters. Defendants contend that no profit distribution was paid

to the partners for the fourth quarter of 2014. During December 2014, January 2015, and

February 2015, Plaintiff requested an explanation for why the profit distribution was not

paid and records from which she could determine any distribution she was owed. Defendants

did not provide her with an explanation or the records.

4. On February 16, 2015, Plaintiff notified her partners that she was

withdrawing from the Firm effective March 1, 2015. Defendants do not dispute that Plaintiff

request effected a dissolution of the Firm as a matter of law pursuant to N.C. Gen. Stat. § 59-

61. She requested payment of the fourth quarter 2014 profit distribution and repayment of

her capital account. On February 25, 2015, Plaintiff and her paralegal were denied access to

the Firm's network and computer files. On February 26, 2015, Plaintiff sent an email to the

partners again requesting payment of her fourth quarter profit distribution and her capital

account, and requesting that the Firm be dissolved.

5. It is undisputed that since February 16, 2015, Lewis, Deese, Nance, and Briggs

have continued to practice law as "Lewis, Deese, Nance and Briggs" ("LDNB").6 LDNB,

however, did not establish new bank accounts for LDNB or attempt to segregate the Firm's

funds or finances from those of LDNB in order to account for the dissolution and distribution

to Plaintiff. Rather, LDNB has continued to use the Firms' bank accounts and the funds

6 Defs.' Answer and Counterclaim ¶ 8. therein to operate LDNB. On March 24, 2015, LDNB filed a Certificate of Amendment with

the North Carolina Department of the Secretary of State changing the name of the firm to

LDNB.

6. Following her resignation, Plaintiff attempted to obtain from the Firm

financial records, documents, and information for purposes of the settling of accounts

between the partners and determination of any distribution to which she may be entitled

from the Firm. The Firm did not provide Plaintiff with all of the records, documents and

information that she believed were necessary for the settling of accounts and determination

of any distribution.

7. On May 26, 2015, Plaintiff filed this action against the Firm, her individual

former partners, and LDNB, operating as a de facto partnership. In the Complaint, Plaintiff

makes the following "Claims for Relief:" (1) declaratory judgment, (2) breach of partnership

agreement, (3) breach of fiduciary duties, (4) conversion, (5) accounting pursuant to G.S. §

59-52, (6) constructive fraud, (7) constructive trust, (8) unfair and deceptive trade practices,

and (9) dissolution and winding up pursuant to G.S. § 59-59, et seq.

8. On June 29, 2015, Plaintiff filed a motion seeking an order prohibiting

Defendants from making disbursements from the Firm's operating bank account and

requiring Defendants to repay to the operating account all distributions and disbursements

made since February 26, 2015. Defendants filed a response to the motion in which they

admitted that they have not segregated the accounts and finances of the Firm and LDNB,

but contended that enjoining them from accessing the operating account would effectively

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Bluebook (online)
2016 NCBC 55, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hardin-v-lewis-ncbizct-2016.