subrogation doctrine (North Carolina) · Go Syfert
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subrogation doctrine in North Carolina

32 North Carolina opinions name it 3 courts 1911–2017 0 in the last five years

The cases below were cited by North Carolina courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (5)

CaseFollowedCited
Hieb v. Lowerygreen
nc · 1996 · cited in 4 North Carolina opinions naming this issue, 1998–2017
2 sentences

1998As this Court has stated, it is clear that the two events under this statute "which will trigger the authority of a judge to exercise discretion in determining or allocating the amount of lien or disbursement are (1) a judgment insufficient to compensate the subrogation claim of the workers' compensation insurance carrier or (2) a settlement." Hieb v. Lowery, 344 N.C. 403, 409 , 474 S.E.2d 323, 326 (1996).

1998As this Court has stated, it is clear that the two events under this statute "which will trigger the authority of a judge to exercise discretion in determining or allocating the amount of lien or disbursement are (1) a judgment insufficient to compensate the subrogation claim of the workers' compensation insurance carrier or (2) a settlement." Hieb v. Lowery, 344 N.C. 403, 409 , 474 S.E.2d 323, 326 (1996).

34
Boney, Insurance Comr. v. . Insurance Co.green
nc · 1938 · cited in 2 North Carolina opinions naming this issue, 1965–1985
2 sentences

1965See Boney, Insurance Comr. v. Insurance Co., 213 N.C. 563 , 197 S.E. 122 , for a discussion of the doctrine of subrogation.

1965See Boney, Insurance Comr. v. Insurance Co., 213 N.C. 563 , 197 S.E. 122 , for a discussion of the doctrine of subrogation.

12
Durrett v. Bryangreen
kanctapp · 1990 · cited in 1 North Carolina opinions naming this issue, 1999–1999
2 sentences

1999Citing Durrett v. Bryan, 14 Kan.App.2d 723, 729 , 799 P.2d 110, 115 (1990), as persuasive authority, the Commissioner argues that “a subrogation provision, by having the effect of reducing the benefits ultimately received by a policyholder, would be a less favorable provision, and so prohibited by KSA 40-2204(A).” Interpreting statutory provisions almost identical to G.S. §§ 58-51-15 and 58-50-15, the Kansas Court of Appeals found that “a subrogation clause is a provision less favorable to the insured than those provisions delineated in” the Kansas equivalent to G.S. § 58-51-15.

1999Citing Durrett v. Bryan, 14 Kan.App.2d 723, 729 , 799 P.2d 110, 115 (1990), as persuasive authority, the Commissioner argues that “a subrogation provision, by having the effect of reducing the benefits ultimately received by a policyholder, would be a less favorable provision, and so prohibited by KSA 40-2204(A).” Interpreting statutory provisions almost identical to G.S. §§ 58-51-15 and 58-50-15, the Kansas Court of Appeals found that “a subrogation clause is a provision less favorable to the insured than those provisions delineated in” the Kansas equivalent to G.S. § 58-51-15.

11
Trustees of the Garden of Prayer Baptist Church v. Geraldco Builders, Inc.green
ncctapp · 1985 · cited in 1 North Carolina opinions naming this issue, 1998–1998
2 sentences

1998We note Defendant’s contention that Cowee made payments on the obligation as a “mere volunteer.” Defendant is correct that the equitable doctrine of subrogation does not apply “in favor of a volunteer, who, being under no legal or moral obligation and having no right or interest of his own to protect, discharges the debt of another.” Trustees of Garden of Prayer Baptist Church v. Geraldco Builders, 78 N.C.

1998App. 108, 114 , 336 S.E.2d 694, 698 (1985).

11
Andrews v. Nu-Woods, Inc.green
nc · 1980 · cited in 1 North Carolina opinions naming this issue, 1998–1998
2 sentences

1998With respect to interpreting the Workers' Compensation Act, this Court has warned against any inclination toward judicial legislation, and in the words of Justice Ervin, speaking for this Court, "`[j]udges must interpret *360 and apply statutes as they are written.'" Andrews v. Nu-Woods, Inc., 299 N.C. 723, 726 , 264 S.E.2d 99, 101 (1980) (quoting Montague Bros. v. W.C.

1998With respect to interpreting the Workers' Compensation Act, this Court has warned against any inclination toward judicial legislation, and in the words of Justice Ervin, speaking for this Court, "`[j]udges must interpret *360 and apply statutes as they are written.'" Andrews v. Nu-Woods, Inc., 299 N.C. 723, 726 , 264 S.E.2d 99, 101 (1980) (quoting Montague Bros. v. W.C.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in North Carolina. Read the followed side critically anyway.

Also cited on this issue (25)

CaseCitedYears
Rector v. . Lyda neutral
nc · 1920
2 sentences

1934Tbe attempt to bold plaintiff personally for tbe debt was perhaps an afterthought of plaintiff, but tbe plaintiff’s rights are set forth in Bank v. Page, ante, p. 18 (22) : “Tbe law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with tbe mortgagor, who is personally liable therefor,to assume and to pay off tbe mortgage debt, such agreement inures to tbe benefit of tbe bolder of tbe mortgage, and upon its acceptance by him, or reliance thereon by tbe mortgagee, thenceforth as between them selves, the grantee occupies tbe positi

1934The law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with the mortgagor, who is personally liable therefor, to assume and to pay off the mortgage debt, such agreement inures to the benefit of the holder of the mortgage, and upon its acceptance by him, or reliance thereon by the mortgagee, thenceforth as between themselves, the grantee occupies the position of principal debtor and the mortgagor that of surety, and the liability thus arising from said assumption agreement may be enforced by suit in equity, under the doctrine o

41934–1935
Baber v. . Hanie neutral
nc · 1913
2 sentences

1934Tbe attempt to bold plaintiff personally for tbe debt was perhaps an afterthought of plaintiff, but tbe plaintiff’s rights are set forth in Bank v. Page, ante, p. 18 (22) : “Tbe law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with tbe mortgagor, who is personally liable therefor,to assume and to pay off tbe mortgage debt, such agreement inures to tbe benefit of tbe bolder of tbe mortgage, and upon its acceptance by him, or reliance thereon by tbe mortgagee, thenceforth as between them selves, the grantee occupies tbe positi

1934Tbe attempt to bold plaintiff personally for tbe debt was perhaps an afterthought of plaintiff, but tbe plaintiff’s rights are set forth in Bank v. Page, ante, p. 18 (22) : “Tbe law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with tbe mortgagor, who is personally liable therefor,to assume and to pay off tbe mortgage debt, such agreement inures to tbe benefit of tbe bolder of tbe mortgage, and upon its acceptance by him, or reliance thereon by tbe mortgagee, thenceforth as between them selves, the grantee occupies tbe positi

41923–1934
Journal Publishing Co. v. Barber green
nc · 1914
2 sentences

1994It later turned out that Central Mutual had coverage and on appeal the Court asked this question: “Was claimant such a pure volunteer as to be deprived of the right of subrogation?” In answer, the Court said: “ ‘Cases in our own reports illustrate the doctrine that though the party who makes the payment may, in fact, have no real or valid legal interest to protect, he may yet be sub-rogated when he acts in good faith, in the belief that he had such interest.’ Publishing Co. v. Barber, supra [ 165 N.C. 478 , 81 S.E. 694 ], . . . * * * “It is sufficient to invoke the doctrine of subrogation if (

1994It later turned out that Central Mutual had coverage and on appeal the Court asked this question: “Was claimant such a pure volunteer as to be deprived of the right of subrogation?” In answer, the Court said: “ ‘Cases in our own reports illustrate the doctrine that though the party who makes the payment may, in fact, have no real or valid legal interest to protect, he may yet be sub-rogated when he acts in good faith, in the belief that he had such interest.’ Publishing Co. v. Barber, supra [ 165 N.C. 478 , 81 S.E. 694 ], . . . * * * “It is sufficient to invoke the doctrine of subrogation if (

31970–1994
Bank v. . Bank green
nc · 1911
2 sentences

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

31934–1938
Hieb v. Lowery green
ncctapp · 1995
2 sentences

2017Id. at 37 , 464 S.E.2d at 311 (citing N.C.

1996Because the third party judgment exceeded the subrogation claim of the workers’ compensation insurance carrier, this Court agreed and held that G.S. § 97-10.2(j) was inapplicable, even if the actual proceeds of the judgment were insufficient to compensate the subrogation claim. “•Giving the statute its plain meaning, requires us to read the term ‘judgment’ to mean just that, and to reject plaintiffs’ argument that we should look only at the insurance ‘proceeds’ that Mrs. Hieb is to receive in determining the applicability of section 97-10.2(j).” Id. at 38, 464 S.E.2d at 311 .

21996–2017
Davison v. Gregory. neutral
nc · 1903
2 sentences

1938Davison, v. Gregory, 132 N. C., 389 ; Moring v. Privott, 146 N. C., 558 ; Bank v. Bank, 158 N. C., 238 .

1938Davison v. Gregory , 132 N.C. 389 ; Moring v. Privott , 146 N.C. 558 ; Bank v. Bank , 158 N.C. 238 .

21938–1938
Moring v. . Privott green
· 1908
2 sentences

1938Davison, v. Gregory, 132 N. C., 389 ; Moring v. Privott, 146 N. C., 558 ; Bank v. Bank, 158 N. C., 238 .

1938Davison v. Gregory , 132 N.C. 389 ; Moring v. Privott , 146 N.C. 558 ; Bank v. Bank , 158 N.C. 238 .

21938–1938
Gorrell v. Greensboro Water Supply Co. green
nc · 1899
2 sentences

1934The law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with the mortgagor, who is personally liable therefor, to assume and to pay off the mortgage debt, such agreement inures to the benefit of the holder of the mortgage, and upon its acceptance by him, or reliance thereon by the mortgagee, thenceforth as between themselves, the grantee occupies the position of principal debtor and the mortgagor that of surety, and the liability thus arising from said assumption agreement may be enforced by suit in equity, under the doctrine o

1934The law undoubtedly is, that when a purchaser of mortgaged lands, by a valid and sufficient contract of assumption, agrees with the mortgagor, who is personally liable therefor, to assume and to pay off the mortgage debt, such agreement inures to the benefit of the holder of the mortgage, and upon its acceptance by him, or reliance thereon by the mortgagee, thenceforth as between themselves, the grantee occupies the position of principal debtor and the mortgagor that of surety, and the liability thus arising from said assumption agreement may be enforced by suit in equity, under the doctrine o

21934–1935
Liles v. . Rogers green
nc · 1893
2 sentences

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

21911–1934
Johnson v. Southern Industrial Constructors, Inc. green
nc · 1998
2 sentences

2017Constructors, Inc. , 347 N.C. 530 , 534, 538, 495 S.E.2d 356 , 358-59, 361 (1998) (citing the Supreme Court's decision in Hieb and holding that "since the judgment for plaintiff against the third-party tort-feasor in this case, in the amount of $219,052.20, is greater than the amount of the lien at the time of the trial court's order and is thus not 'insufficient to compensate the subrogation claim,' the trial court did not have jurisdiction to determine the amount of the lien pursuant to N.C.G.S. § 97-10.2(j)").

2017Constructors, Inc. , 347 N.C. 530 , 534, 538, 495 S.E.2d 356 , 358-59, 361 (1998) (citing the Supreme Court's decision in Hieb and holding that "since the judgment for plaintiff against the third-party tort-feasor in this case, in the amount of $219,052.20, is greater than the amount of the lien at the time of the trial court's order and is thus not 'insufficient to compensate the subrogation claim,' the trial court did not have jurisdiction to determine the amount of the lien pursuant to N.C.G.S. § 97-10.2(j)").

12017–2017
Lexington Insurance v. Tires Into Recycled Energy & Supplies, Inc. green
ncctapp · 1999
2 sentences

2017This Court found the subrogation clause "plain and unambiguous" as both parties "agreed to include a subrogation waiver clause in any insurance policies ... which covered the leased premises." Id. at 226-27 , 522 S.E.2d at 801 .

2017This Court found the subrogation clause "plain and unambiguous" as both parties "agreed to include a subrogation waiver clause in any insurance policies ... which covered the leased premises." Id. at 226-27 , 522 S.E.2d at 801 .

12017–2017
Parrish v. Grain Dealers Mutual Insurance green
ncctapp · 1988
2 sentences

2016Co. , 90 N.C.App. 646 , 649, 369 S.E.2d 644 , 646 (1988) (Greene, J., concurring) ("In many instances, pursuit of a subrogation claim against an underinsured tortfeasor is futile because of the financial status of the tortfeasor.").

2016Co. , 90 N.C.App. 646 , 649, 369 S.E.2d 644 , 646 (1988) (Greene, J., concurring) ("In many instances, pursuit of a subrogation claim against an underinsured tortfeasor is futile because of the financial status of the tortfeasor.").

12016–2016
Arkansas Department of Health & Human Services v. Ahlborn green
scotus · 2006
2 sentences

2008This case presents the question of whether the statutory framework governing the State's subrogation claim for medical expenses on a Medicaid recipient's tort claim settlement complies with federal Medicaid law as interpreted by the Supreme Court of the United States in Arkansas Department of Health & Human Services v. Ahlborn, 547 U.S. 268 , 126 S.Ct. 1752 , 164 L.Ed.2d 459 (2006).

2008This case presents the question of whether the statutory framework governing the State's subrogation claim for medical expenses on a Medicaid recipient's tort claim settlement complies with federal Medicaid law as interpreted by the Supreme Court of the United States in Arkansas Department of Health & Human Services v. Ahlborn, 547 U.S. 268 , 126 S.Ct. 1752 , 164 L.Ed.2d 459 (2006).

12008–2008
Aetna Casualty & Surety Co. v. Anders green
ncctapp · 1994
1 sentence

2004App. 348 , 447 S.E.2d 504 (1994), a case involving an insurance company’s subrogation claim against an employee who had embezzled money from the insured.

12004–2004
Martinez v. Lovette neutral
ncctapp · 1996
1 sentence

2002In Martinez v. Lovette, the court held that the superior court has jurisdiction to decide the amount of an employer's lien in two circumstances: "when a judgment is obtained which is insufficient to compensate the subrogation claim of the Workers' Compensation Insurance Carrier, or when a settlement agreement has been agreed upon by the employee and the third party." Martinez v. Lovette , 121 N.C.

12002–2002
Hieb v. Lowery green
ncctapp · 1999
1 sentence

2002Hieb v. Lowery , 516 S.E.2d 621 (N.C.App. 1999).

12002–2002
Buckner v. City of Asheville green
ncctapp · 1994
1 sentence

1997Buckner, 113 N.C.

11997–1997
Kennedy v. Duke University Medical Center green
ncctapp · 1990
1 sentence

1997In instances such as that sub judice where the Commission has granted an award of temporary total benefits, which by definition have no set termination date, Kennedy, 101 N.C.

11997–1997
Harris-Teeter Super Markets, Inc. v. Watts green
ncctapp · 1990
1 sentence

1990He quotes verbatim his argument for equitable subrogation which he had included in his brief in the prior related appeal, Harris-Teeter v. Watts, id.

11990–1990
Squires v. Sorahan green
nc · 1960
2 sentences

1965That is the holding in Herring v. Jackson, supra; Squires v. Sorahan, 252 N.C. 589 , 114 S.E. 2d 277 ; Casualty Co. v. Guaranty Co., supra, and like cases.

1965That is the holding in Herring v. Jackson, supra; Squires v. Sorahan, 252 N.C. 589 , 114 S.E. 2d 277 ; Casualty Co. v. Guaranty Co., supra, and like cases.

11965–1965
Wallace v. . Benner green
nc · 1931
2 sentences

1944Wallace v. Benner , 200 N.C. 124 , 156 S.E. 795 ; 50 Am.

1944Wallace v. Benner , 200 N.C. 124 , 156 S.E. 795 ; 50 Am.

11944–1944
Grantham v. . Nunn neutral
nc · 1924
2 sentences

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

1934In the petition to rehear, the defendants for the first time suggest that under the equitable doctrine of subrogation, they are entitled to succeed to the rights of the creditor corporation in the securities held by it, as the money advanced by Dulin was used to pay Fisher’s debt, and cite in support thereof Liles v. Rogers, 113 N. C., 197 , 18 S. E., 104 , Bank v. Bank, 158 N. C., 238 , 73 S. E., 157 , Grantham v. Nunn, 187 N. C., 394 , 121 S. E., 662 .

11934–1934
Jeffreys v. . Hocutt green
nc · 1928
1 sentence

1931Speaking of subrogation, in Publishing Co. v. Barber, 165 N. C., at pp. 487-8, it is said: “The doctrine is one of equity and benevolence, and, like contribution and other similar equitable rights, was adopted from the civil law, and its basis is the doing of complete; essential, and perfect justice between all the parties without regard to form, and its object is the prevention of injustice.” Jeffreys v. Hocutt, 195 N. C., 339 ; Morris v. Y. & B.

11931–1931
Tripp v. . Harris green
nc · 1911
1 sentence

1926The principle of law applicable to this contention is thus stated by Justice Hoke in Davie v. Sprinkle, 180 N. C., 582 : “As to collateral paper held by the creditor, the surety, on payment of the principal debt, is ordinarily entitled to the full equitable doctrine of subrogation, but if he pays the principal debt on which he is himself bound, whether by judgment bond or other, without the assignment as suggested, the original obligation is extinguished and he becomes the simple contract creditor of the principal.” Hanner v. Douglass, 57 N. C., 265 ; Liles v. Rogers, 113 N. C., 200 ; Tripp v.

11926–1926
Liverman v. . Cahoon green
nc · 1911
1 sentence

1926The principle of law applicable to this contention is thus stated by Justice Hoke in Davie v. Sprinkle, 180 N. C., 582 : “As to collateral paper held by the creditor, the surety, on payment of the principal debt, is ordinarily entitled to the full equitable doctrine of subrogation, but if he pays the principal debt on which he is himself bound, whether by judgment bond or other, without the assignment as suggested, the original obligation is extinguished and he becomes the simple contract creditor of the principal.” Hanner v. Douglass, 57 N. C., 265 ; Liles v. Rogers, 113 N. C., 200 ; Tripp v.

11926–1926

Statutes the citing opinions construe

NC § N.C. Gen. Stat. § 97-10.2 (7) NC § N.C. Gen. Stat. § 1A-1 (4) NC § N.C. Gen. Stat. § 1-52 (3)

Counted by distinct opinions that both name this issue and are annotated to the section; sections every opinion cites regardless of issue are not filtered here, so read the counts against the total above.

Where else courts name it

PA 98 (1897–2026) IL 95 (1879–2024) TX 94 (1890–2026) OH 78 (1929–2025) NY 69 (1876–2025) MN 64 (1913–2026) CA 64 (1919–2024) WI 55 (1913–2019) NJ 39 (1942–2024) AL 38 (1874–2024) FL 37 (1916–2024) IN 36 (1853–2025) LA 35 (1914–2018) NC 32 (1911–2017) TN 30 (1932–2024) MI 26 (1886–2022) GA 26 (1893–2014) CT 26 (1919–2026) WA 25 (1928–2024) MO 24 (1898–2023) MD 24 (1933–2024) KS 23 (1885–2006) NE 22 (1895–2018) WV 22 (1896–2015) MS 21 (1880–2020) CO 20 (1931–2021) KY 19 (1909–2024) OK 19 (1924–2017) MA 18 (1924–2020) IA 16 (1916–2022) UT 16 (1929–2018) MT 15 (1933–2016) NM 14 (1960–2019) AZ 14 (1908–2021) VT 13 (1887–2025) DE 13 (1979–2025) ND 13 (1915–2026) OR 12 (1923–2022) AR 11 (1922–2011) VA 10 (1921–2023) ID 9 (1899–2013) ME 9 (1943–2015) AK 7 (1978–2021) NV 7 (1985–2025) RI 6 (1928–2006) DC 6 (1981–2024) WY 4 (1980–2023) SC 4 (1954–2024) SD 4 (1927–2008) NH 2 (1962–2011) HI 2 (1972–1998)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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