demand requirement (North Carolina) · Go Syfert
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demand requirement in North Carolina

29 North Carolina opinions name it 3 courts 1918–2026 3 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 (16)

CaseFollowedCited
Norman v. Nash Johnson & Sons' Farms, Inc.green
ncctapp · 2000 · cited in 6 North Carolina opinions naming this issue, 2000–2025
2 sentences

2015“Under the plain language of the statute, the demand requirement is a condition precedent to the institution of any and all derivative actions.” Norman v. Nash Johnson & Sons’ Farms, Inc., 140 N.C.

2000Stat. § 55-7-42 “has eliminated the futility exception to the demand requirement.” Norman v. Nash Johnson & Sons’ Farms, Inc., 140 N.C.

26
Allen v. Ferreragreen
ncctapp · 2000 · cited in 3 North Carolina opinions naming this issue, 2009–2015
2 sentences

2015Allen & Brock Const. Co., Inc. v. Ferrera, 141 N.C.App. 284 , 288, 540 S.E.2d 761 , 765 (2000) (noting that section 55-7-40(b) allowed for a futility exception to the demand requirement where the directors in control of the corporation were alleged of wrongdoing).

2013See Allen v. Ferrera 141 N.C.

23
Green v. Condragreen
ncbizct · 2009 · cited in 2 North Carolina opinions naming this issue, 2011–2011
2 sentences

2011G.S. 55-7-42. 57 Id. [47] "A plaintiff's failure to satisfy this demand requirement constitutes an insurmountable bar to recovery." Green v. Condra, 2009 NCBC 21, ¶ 89 (internal quotations omitted). [48] As noted above, it is a well-established rule in North Carolina "that shareholders cannot pursue individual causes of action against third parties for wrongs or injuries to the corporation that result in the diminution or destruction of the value of their stock." Barger, 346 N.C. at 658 . [49] The theory behind the Barger rule is that "a shareholder cannot individually recover the lost value o

2011G.S. 55-7-42. [23] "A plaintiff's failure to satisfy this demand requirement constitutes an insurmountable bar to recovery." Green v. Condra, 2009 NCBC 21, ¶ 89 (internal quotations omitted). [24] "The form of the demand is not specified, except to require that it be in writing; but to serve its purpose it should set forth the facts of share ownership and describe the redress demanded with enough particularity to allow the corporation either to correct the problem, if any, without a lawsuit or to bring its own direct action." ROBINSON ON NORTH CAROLINA CORPORATION LAW, § 17.03[1] (7th ed. 2009

22
Dunn v. Ceccarelligreen
gactapp · 1997 · cited in 2 North Carolina opinions naming this issue, 2000–2000
2 sentences

2000Gen.Stat. § 55-7-42 "has eliminated the futility exception to the demand requirement." Norman v. Nash Johnson & Sons' Farms, Inc., ___ N.C.App. ____, 537 S.E.2d 248 (2000); accord Dunn v. Ceccarelli, 227 Ga.App. 505 , 489 S.E.2d 563 (1997) (considering OCGA § 14-2-742, a statute virtually identical to N.C.

2000Gen.Stat. § 55-7-42 "has eliminated the futility exception to the demand requirement." Norman v. Nash Johnson & Sons' Farms, Inc., ___ N.C.App. ____, 537 S.E.2d 248 (2000); accord Dunn v. Ceccarelli, 227 Ga.App. 505 , 489 S.E.2d 563 (1997) (considering OCGA § 14-2-742, a statute virtually identical to N.C.

22
Allen Ex Rel. Allen & Brock v. Ferreragreen
ncctapp · 2000 · cited in 3 North Carolina opinions naming this issue, 2014–2015
2 sentences

2015App. at 289 , 540 S.E.2d at 765 (affirming dismissal at 12(b)(6) stage for failure to comply with the demand requirement). {30} Defendants also argue that Plaintiff’s derivative claim must be dismissed because it is contained in an unverified Complaint.

2015Allen & Brock Const. Co., Inc. v. Ferrera, 141 N.C.App. 284 , 288, 540 S.E.2d 761 , 765 (2000) (noting that section 55-7-40(b) allowed for a futility exception to the demand requirement where the directors in control of the corporation were alleged of wrongdoing).

13
Orman v. Cullmangreen
delch · 2002 · cited in 2 North Carolina opinions naming this issue, 2025–2026
2 sentences

2026Orman, 794 A.2d at 30 ; (see also ECF No. 32 at 18–19).

2025Orman v. Cullman, 794 A.2d 5, 30 (Del.

12
Aronson v. Lewisgreen
del · 1984 · cited in 2 North Carolina opinions naming this issue, 1987–2005
2 sentences

2005Aronson v. Lewis, 473 A.2d 805, 811 (Del. 1984).

1987Alford v. Shaw, 318 N.C. 289 , 349 S.E. 2d 41 (1986), reh'g allowed, 318 N.C. 703 , 351 S.E. 2d 738 (1987); Aronson v. Lewis, 473 A. 2d 805 (Del.

12
Bridges v. Oatesgreen
ncctapp · 2004 · cited in 1 North Carolina opinions naming this issue, 2017–2017
1 sentence

2017App. 459 , 467−68, 605 S.E.2d 685, 691 (2004) (quoting Alford v. Shaw, 72 N.C.

11
Rowe v. Franklin Countygreen
nc · 1986 · cited in 1 North Carolina opinions naming this issue, 2014–2014
2 sentences

2014Id. (citing Rowe v. Franklin Cnty., 318 N.C. 344, 349 , 349 S.E.2d 65, 69 (1986)). {46} The Court concludes that Norman and Allen collectively make clear that, at least for derivative actions governed by the Business Corporation Act, (1) the demand requirement must be strictly construed, allowing for no futility exception, and (2) any response adequate to constitute a corporate rejection that excuses the further running of the ninety-day waiting period must be made by those with authority to act on behalf of the corporation. {47} Considering the virtually identical demand requirements in the L

2014Id. (citing Rowe v. Franklin Cnty., 318 N.C. 344, 349 , 349 S.E.2d 65, 69 (1986)). {46} The Court concludes that Norman and Allen collectively make clear that, at least for derivative actions governed by the Business Corporation Act, (1) the demand requirement must be strictly construed, allowing for no futility exception, and (2) any response adequate to constitute a corporate rejection that excuses the further running of the ninety-day waiting period must be made by those with authority to act on behalf of the corporation. {47} Considering the virtually identical demand requirements in the L

11
Garlock v. Hilliardgreen
ncbizct · 2000 · cited in 1 North Carolina opinions naming this issue, 2011–2011
2 sentences

2011This court has noted that "[i]n determining whether the demand requirement has been met the Court must compare the derivative claims asserted in a complaint against the specific demands a plaintiff has made prior to filing suit." Garlock v. Hilliard, 2000 NCBC 11, ¶ 14 (N.C.

2011This court has noted that "[i]n determining whether the demand requirement has been met the Court must compare the derivative claims asserted in a complaint against the specific demands a plaintiff has made prior to filing suit." Garlock v. Hilliard, 2000 NCBC 11, ¶ 14 (N.C.

11
In Re E.F. Hutton Banking Practices Litigationgreen
nysd · 1986 · cited in 1 North Carolina opinions naming this issue, 2006–2006
1 sentence

2006F. Hutton Banking Practices Litig., 634 F. Supp. 265, 271 (S.D.N.Y. 1986) (apply Delaware law) (stating that “[s]uch a rule would eviscerate the rationale for ever making a demand and would strip [the demand requirement] of all meaning”).

11
In Re Pozen S'holders Litig.green
ncbizct · 2005 · cited in 1 North Carolina opinions naming this issue, 2006–2006
2 sentences

2006App. at 183 , 611 S.E.2d at 881 (“Under Delaware law, a plaintiff may not bring a derivative claim in the right of a limited partnership unless the general partner has refused to do so, or any demand that the general partner do so would be futile.”). {29} This Court recently discussed the demand requirement (in the corporate context) in In re Pozen S’holders Litig., 2005 NCBC 7 (N.C.

2006The demand requirement] is not satisfied by conclusory statements or mere notice pleading.’” Pozen, 2005 NCBC 7, at ¶ 45 (citations omitted).

11
Cabaniss v. Deutsche Bank Securities, Inc.green
ncctapp · 2005 · cited in 1 North Carolina opinions naming this issue, 2006–2006
1 sentence

2006App. at 183 , 611 S.E.2d at 881 (“Under Delaware law, a plaintiff may not bring a derivative claim in the right of a limited partnership unless the general partner has refused to do so, or any demand that the general partner do so would be futile.”). {29} This Court recently discussed the demand requirement (in the corporate context) in In re Pozen S’holders Litig., 2005 NCBC 7 (N.C.

11
Grobow v. Perotgreen
del · 1988 · cited in 1 North Carolina opinions naming this issue, 2005–2005
1 sentence

2005What the pleader must set forth are particularized factual statements that are essential to the claim.” Brehm, 746 A.2d at 254 ; accord Grabow v. Perot , 539 A.2d 180, 187 (Del. 1988) (“[O]nly well- pleaded allegations of fact will be accepted as true; conclusory allegations of fact or law not supported by allegations of specific fact may not be taken as true.”). {46} Under Delaware law, if a plaintiff fails to satisfy this heavy burden, his complaint must be dismissed, irrespective of the strength of his claim on the merits.

11
Winters v. First Union Corp.green
ncbizct · 2001 · cited in 1 North Carolina opinions naming this issue, 2003–2003
1 sentence

2003“Derivative actions are also subject to several procedural protections against litigation agency costs, including: the contemporaneous ownership requirement, posting security for expense statutes, and most importantly, the demand requirement.” North Carolina has elected to eliminate the futility test and require demand under all circumstances and does not require posting security for expenses. [12] Winters v. First Union, 2001 NCBC 8 n.1 (No. 01 CVS 5362, Mecklenburg Super Ct. July 13, 2002) (Tennille, J.). [13] First Union Corp. v. SunTrust, Inc., 2001 NCBC 9 (No. 01 CVS 10075, Mecklenburg Su

11
Hill v. Erwin Mills, Inc.green
nc · 1954 · cited in 1 North Carolina opinions naming this issue, 1985–1985
2 sentences

1985See generally Hill v. Erwin Mills, Inc., 239 N.C. 437 , 80 S.E. 2d 358 (1954).

1985See generally Hill v. Erwin Mills, Inc., 239 N.C. 437 , 80 S.E. 2d 358 (1954).

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 (16)

CaseCitedYears
Bridges v. Oates green
ncctapp · 2004
2 sentences

2018Bridges v. Oates, 167 N.C.

2017The purpose of the demand requirement is to “allow[] the corporation the opportunity to remedy the alleged problem without resort to judicial action, or, if the problem cannot be remedied without judicial action, to allow the corporation, as the true beneficial party, the opportunity to bring suit first against the alleged wrongdoers.” Bridges v. Oates, 167 N.C.

32017–2018
Alford v. Shaw green
ncctapp · 1985
2 sentences

2017App. 459 , 467−68, 605 S.E.2d 685, 691 (2004) (quoting Alford v. Shaw, 72 N.C.

2004Alford, 72 N.C.

32004–2017
Barger v. McCoy Hillard & Parks green
nc · 1997
2 sentences

2015Given our ruling that the POA, and not plaintiffs, has standing to pursue these claims against the third parties because of the POA's actions following plaintiffs' demands, we need not address: (1) whether plaintiffs' derivative claims were rendered moot upon the filing of the POA's intervenor complaint; (2) the Developers' argument that some plaintiffs were not members of the POA at the time of the alleged wrongdoing; or (3) arguments pertaining to the rule in Barger v. McCoy Hillard & Parks, 346 N.C. 650 , 488 S.E.2d 215 (1997).

2011G.S. 55-7-42. 57 Id. [47] "A plaintiff's failure to satisfy this demand requirement constitutes an insurmountable bar to recovery." Green v. Condra, 2009 NCBC 21, ¶ 89 (internal quotations omitted). [48] As noted above, it is a well-established rule in North Carolina "that shareholders cannot pursue individual causes of action against third parties for wrongs or injuries to the corporation that result in the diminution or destruction of the value of their stock." Barger, 346 N.C. at 658 . [49] The theory behind the Barger rule is that "a shareholder cannot individually recover the lost value o

22011–2015
Crouse v. Mineo green
ncctapp · 2008
1 sentence

2016App. at 239 , 658 S.E.2d at 37–38 (holding LLC’s initiation of litigation against co-manager to be “a management decision”).1 As such, CDI need 1 The North Carolina Limited Liability Act applies only “to the extent contrary or inconsistent provisions are not made in, or are not otherwise supplanted, varied, disclaimed, or nullified not assert CDISE’s claims against Brown derivatively nor satisfy the demand requirement under N.C.

12016–2016
State Ex Rel. Long v. Ila Corp. green
ncctapp · 1999
1 sentence

2015Ct. Sept. 24, 1998) (“In determining whether the demand requirement has been met the Court must compare the derivative claims asserted in a complaint against the specific demands a plaintiff has made prior to filing suit.”). 513 S.E.2d 812 , 821–22 (1999)).

12015–2015
Teague v. Bayer AG Bayer Polymers, LLC green
ncctapp · 2009
1 sentence

2014Teague v. Bayer AG, 195 N.C.

12014–2014
Ray v. Deloitte & Touche, LLP neutral
ncbizct · 2006
1 sentence

2007Ray v. Deloitte & Touche, L.L.P., 2006 NCBC 5 (N.C.

12007–2007
Brehm v. Eisner green
del · 2000
1 sentence

2005What the pleader must set forth are particularized factual statements that are essential to the claim.” Brehm, 746 A.2d at 254 ; accord Grabow v. Perot , 539 A.2d 180, 187 (Del. 1988) (“[O]nly well- pleaded allegations of fact will be accepted as true; conclusory allegations of fact or law not supported by allegations of specific fact may not be taken as true.”). {46} Under Delaware law, if a plaintiff fails to satisfy this heavy burden, his complaint must be dismissed, irrespective of the strength of his claim on the merits.

12005–2005
Allen v. Pullen neutral
nc · 1987
1 sentence

1987Alford v. Shaw, 318 N.C. 289 , 349 S.E. 2d 41 (1986), reh'g allowed, 318 N.C. 703 , 351 S.E. 2d 738 (1987); Aronson v. Lewis, 473 A. 2d 805 (Del.

11987–1987
Alford v. Shaw neutral
nc · 1987
1 sentence

1987Alford v. Shaw, 318 N.C. 289 , 349 S.E. 2d 41 (1986), reh'g allowed, 318 N.C. 703 , 351 S.E. 2d 738 (1987); Aronson v. Lewis, 473 A. 2d 805 (Del.

11987–1987
Alford v. Shaw green
nc · 1986
2 sentences

1987Alford v. Shaw, 318 N.C. 289 , 349 S.E. 2d 41 (1986), reh'g allowed, 318 N.C. 703 , 351 S.E. 2d 738 (1987); Aronson v. Lewis, 473 A. 2d 805 (Del.

1987Alford v. Shaw, 318 N.C. 289 , 349 S.E. 2d 41 (1986), reh'g allowed, 318 N.C. 703 , 351 S.E. 2d 738 (1987); Aronson v. Lewis, 473 A. 2d 805 (Del.

11987–1987
J. T. McTeer Clothing Co. v. Hay neutral
nc · 1913
2 sentences

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

11978–1978
Ferebee v. . Sawyer green
nc · 1914
2 sentences

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

11978–1978
Carolina Power & Light Co. v. Merrimack Mutual Fire Insurance green
nc · 1953
2 sentences

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

1978Such demand or claim, having passed into judgment, cannot again be brought into litigation between the parties in proceedings at law upon any ground whatever. ‘But where the second action between the same parties is upon a different claim or demand, the judgment in the prior action operates as an estoppel only as to those matters in issue or points controverted, upon the determination of which the finding or verdict was rendered.’ This distinction was recognized and approved in Clothing Co. v. Hay, 163 N.C. 495 , 79 S.E. 955 (1913); Ferebee v. Sawyer, 167 N.C. 199 , 83 S.E. 17 (1914).” *626 Th

11978–1978
Rose v. Fremont Warehouse & Improvement Co. neutral
nc · 1921
11924–1924
Cromwell v. County of Sac green
scotus · 1877
11918–1918

Statutes the citing opinions construe

NC § N.C. Gen. Stat. § 55-7-42 (14) NC § N.C. Gen. Stat. § 55-7-40 (10) NC § N.C. Gen. Stat. § 1A-1 (8) NC § N.C. Gen. Stat. § 57D-8-01 (5) NC § N.C. Gen. Stat. § 57D-3-21 (3) NC § N.C. Gen. Stat. § 75-1.1 (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

DE 79 (1982–2026) TX 60 (1958–2025) NY 58 (1876–2026) CA 57 (1899–2025) IL 36 (1882–2024) NC 29 (1918–2026) LA 21 (1901–2025) MD 21 (1973–2025) MA 18 (1973–2025) MI 15 (1930–2018) IA 14 (1973–2026) AL 14 (1880–2011) PA 13 (1924–2025) FL 12 (1915–2022) OK 11 (1913–2026) OH 10 (1885–2017) GA 10 (1907–2025) ID 10 (1998–2026) NJ 9 (1935–2013) DC 9 (1979–2017) CT 8 (1895–2013) MO 8 (1910–2012) MS 8 (1947–2015) NV 7 (2006–2020) NM 7 (1922–1999) IN 7 (1867–2020) TN 7 (1926–2022) SC 6 (1978–2018) KS 6 (1900–1974) HI 6 (1953–2007) OR 5 (1938–2022) VA 5 (1834–2016) WY 5 (1935–2020) MT 4 (1894–1979) CO 4 (1971–2007) ND 4 (1974–2017) AZ 4 (1994–2015) RI 4 (1902–2005) AK 3 (1977–2003) WA 3 (1924–2018) NE 3 (1967–2014) AR 2 (2023–2024) WI 2 (1975–2021) MN 2 (1961–1984) UT 2 (2007–2022)

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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