Talisman Software, Sys. & Servs., Inc. v. Atkins

2015 NCBC 104
CourtNorth Carolina Business Court
DecidedNovember 18, 2015
Docket14-CVS-5834
StatusPublished

This text of 2015 NCBC 104 (Talisman Software, Sys. & Servs., Inc. v. Atkins) 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
Talisman Software, Sys. & Servs., Inc. v. Atkins, 2015 NCBC 104 (N.C. Super. Ct. 2015).

Opinion

Talisman Software, Sys. & Servs., Inc. v. Atkins, 2015 NCBC 104.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION COUNTY OF DURHAM 14 CVS 5834

TALISMAN SOFTWARE, SYSTEMS & ) SERVICES, INC., )` Plaintiff, ) ) OPINION AND ORDER v. ) ) CHARLES ATKINS, ) Defendant. )

THIS CAUSE was 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.

THIS MATTER comes before the Court upon Plaintiff’s Motion to Dismiss Defendant’s

Counterclaims (“Motion to Dismiss”) pursuant to Rule 12(b)(6) of the North Carolina Rules

of Civil Procedure (“Rule(s)”). On July 20, 2015, the Court held a hearing on the Motion.

THE COURT, having reviewed the Motion to Dismiss, the briefs in support of and in

opposition to the Motion to Dismiss, the arguments of counsel at a hearing, and other

appropriate matters of record, CONCLUDES as follows.

Robinson Bradshaw & Hinson, P.A., by Adam K. Doerr, Esq. and Stephen M. Cox, Esq., for Plaintiff.

Charles A. Atkins, appearing pro se.

McGuire, Judge.

PROCEDURAL HISTORY

1. On December 16, 2014, Plaintiff Talisman Software, Systems & Services, Inc.

(“Talisman Software”) filed its Verified Complaint against Defendant Charles Atkins

(“Atkins”). Atkins is the former President and CEO of Talisman Software. Plaintiff’s action was designated No. 14 CVS 5834 by the Clerk of Superior Court of Durham County. The

Complaint alleges claims against Atkins for Breach of Fiduciary Duty, Conversion, Breach of

Contract, Constructive Trust, and Fraudulent Misrepresentation. Plaintiff’s claims in this

lawsuit arise from Atkins tenure as President and CEO, and from the resolution of a prior

lawsuit filed by Atkins against Talisman Software’s directors, Robert Gresham Gray (“Gray”)

and Adam Kantor (“Kantor”).1

2. On February 16, 2015, Atkins filed his Verified Defenses, Answer and

Counterclaims. Atkins alleged counterclaims against Talisman Software, and purported to

bring claims against Gray, Kantor, and Talisman Environmental Services Limited (“TES”)2

(collectively, “Counterclaim Defendant(s)”3) Atkins attempts to allege claims for breach of

fiduciary duties, declaratory judgment, constructive fraud, breach of contract, unjust

enrichment, civil conspiracy, conversion, and constructive trust. Atkins also seeks a

Preliminary Injunction restraining the Counterclaim Defendants from “taking any actions

which would damage the Talisman Companies or the value of the shareholders[’] interests.”4

3. On April 6, 2015, Talisman Software filed its Motion to Dismiss and a

memorandum in support. On May 11, 2015, Atkins filed Defendant’s Motion to Dismiss

Plaintiff’s Complaint and Answer to Plaintiff’s Motion to Dismiss Defendant’s Counterclaims.

4. The Motion to Dismiss has been fully briefed and argued and is ripe for

determination.

Talisman Software Systems & Services, Inc. and Charles Atkins v. Robert 1 The prior lawsuit was

Gray and Adam Kantor, Durham Co. No. 14 CVS 2136. That lawsuit was subsequently designated to this Court. 2 At the hearing on the Motion to Dismiss, Atkins conceded that he had not served Gray, Kantor or

TES with process. 3 The purported claims against Gray and Kantor, who are not Plaintiffs in this lawsuit, are best

characterized as third-party claims and not counterclaims. Nevertheless, for ease of reference the Court uses the collective “Counterclaim Defendants”). 4 Countercl. ¶ 44. In the Second Defense contained in his Verified Defenses, Answer and

Counterclaims, Atkins defines “the Talisman Companies” to refer collectively to Talisman Software and TES. FACTUAL ALLEGATIONS

In his counterclaims, Atkins alleges that:

5. In 2008, Atkins and Richard Grogan (“Grogan”) formed Talisman Software.5

On June 12, 2009, a certificate of incorporation for Talisman Software was filed with the

State of Delaware. Talisman Software subsequently registered to do business in North

Carolina.6

6. Gray expressed an interest in investing in Talisman Software,7 and on June 9,

2010, Atkins, Grogan, and Gray negotiated and formed TES as a parent holding company.

On June 9, 2010, Atkins, Grogan, TES, and three other business entities entered into a

“Shareholders Agreement.”8 Talisman Software was not a party to the Shareholders

Agreement. The Shareholders Agreement provided, inter alia, that Atkins’s and Grogan’s

interests would control 50% of the shares of TES, and that Gray’s interests would control

50% of the shares TES.9

7. TES owns 100% of Talisman Software, and TES controls and is responsible for

voting all shares of Talisman Software.10 On June 9, 2010, Talisman Software and Atkins

entered into an Employment Agreement under which Atkins became the President and CEO

of Talisman Software.

8. Gray later gained control of TES in violation of the Shareholders Agreement.

Atkins and Grogan have protested Gray’s improper actions, but Gray “continues to act in bad

5 Id. ¶ 7. 6 Id. ¶ 9. 7 Id. ¶ 11. 8 Id. ¶ 11, Exh. 2 9 Id. ¶ 12. 10 Countercl. ¶ 6. faith, with unclean hands in an ultra vires manner that is contrary to the best interests of

the shareholders.”11

9. Gray also “improperly and in contravention of the Shareholder Agreements

(sic) purported to obtain control of the board of [Talisman Software] by appointing himself

and his assistant, Adam Kantor as the only two directors of [Talisman Software].”12

10. In early 2014, Gray and Kantor attempted to remove Atkins as President and

CEO of Talisman Software.13 Atkins alleges that since that time Gray and Kantor “have

taken steps to loot the assets of [Talisman Software]” and that “funds of [Talisman Software]

have and will continue to be improperly transferred out of the country until they are ordered

to comply with the terms of the Shareholder Agreements (sic).”14

11. On February 26, 2014, Atkins brought suit in Durham County Superior Court

(14 CVS 2136) against Gray and Kantor as the directors of Talisman Software (“First

Lawsuit”). During the course of the First Lawsuit, Atkins returned to Talisman Software

certain money he had transferred out of its accounts, and agreed to resign as President and

CEO of Talisman Software. Atkins’s claims in the First Lawsuit ultimately were dismissed

without prejudice.

12. On December 16, 2014, Talisman Software filed this lawsuit against Atkins

alleging that Atkins misappropriated approximately $75,000 from Talisman Software that

Atkins did not return as part of the resolution of the First Lawsuit.

ANALYSIS

Atkins’s Failure to Serve Counterclaims on Gray, Kantor, and TES

11 Id. ¶¶ 16 – 17 (emphasis in original). 12 Id. ¶ 21. 13 Id. ¶ 23. 14 Id. ¶¶ 24-25. 13. Atkins purports to bring claims against Gray, Kantor, and TES, but concedes

that he has not properly served them with process. “It is well established that a court may

obtain personal jurisdiction over a defendant only by the issuance of summons and service of

process by one of the statutorily specified methods.” Glover v. Farmer, 127 N.C. App. 488,

490 (1997). “Absent valid service of process, a court does not acquire personal jurisdiction

over the defendant and the action must be dismissed.” Id.; see also G.S. § 1A-1, Rule 4.

14.

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