burden-shifting framework (North Carolina) · Go Syfert
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burden-shifting framework in North Carolina

24 North Carolina opinions name it 3 courts 2005–2025 7 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
Abbott v. Perezgreen
scotus · 2018 · cited in 3 North Carolina opinions naming this issue, 2022–2023
2 sentences

2022More recently, in Abbott v. Perez, 138 S. Ct. 2305 (2018), the Supreme Court explained that the first step in the burden-shifting analysis is that the “good faith of [the state] legislature must be presumed.” Id. at 2324 (cleaned up).

2022More recently, in Abbott v. Perez, 138 S. Ct. 2305 (2018), the Supreme Court explained that the first step in the burden-shifting analysis is that the “good faith of [the state] legislature must be presumed.” Id. at 2324 (cleaned up).

33
In Re IBM Credit Corp.green
ncctapp · 2009 · cited in 3 North Carolina opinions naming this issue, 2011–2016
2 sentences

2013This Court then vacated the Commission’s decision and remanded with specific instructions that it “shall make specific findings of fact and conclusions of law explaining how it weighed the evidence to reach its conclusions using the burden-shifting framework articulated above and in this Court’s previous decisions.” Id. at _, 710 S.E.2d at 453 (emphasis in original).

2011App. _, _, 689 S.E.2d 487, 494 (2009), we recognized that, “if [the contention that the schedule used by all 100 counties produces true value] prevails, then tax appeals would simply be limited to determining whether or not the proper government schedule was employed” and noted that “[t]his is not what is contemplated in the burden shifting analysis required by this Court.” Thus, there is no merit to the County’s argument that use of its schedule of values necessitates the conclusion that the taxpayer failed to rebut the presumption of correctness.

23
Johnson v. Californiagreen
scotus · 2005 · cited in 2 North Carolina opinions naming this issue, 2020–2020
2 sentences

2020Flowers, 139 S. Ct. at 2245 (quoting Batson, 476 U.S. at 96 , 106 S. Ct. at 1723 ); accord Johnson, 545 U.S. at 170 , 125 S. Ct. at 2417 (“Thus, in describing the burden-shifting framework, we assumed in Batson that - 16 - STATE V.

2020Flowers, 139 S. Ct. at 2245 (quoting Batson, 476 U.S. at 96 , 106 S. Ct. at 1723 ); accord Johnson, 545 U.S. at 170 , 125 S. Ct. at 2417 (“Thus, in describing the burden-shifting framework, we assumed in Batson that - 16 - STATE V.

22
In Re Appeal of Parkdale Americagreen
ncctapp · 2011 · cited in 2 North Carolina opinions naming this issue, 2013–2014
2 sentences

2013This Court then vacated the Commission’s decision and remanded with specific instructions that it “shall make specific findings of fact and conclusions of law explaining how it weighed the evidence to reach its conclusions using the burden-shifting framework articulated above and in this Court’s previous decisions.” Id. at _, 710 S.E.2d at 453 (emphasis in original).

2013This Court also explicitly instructed that the Commission “shall make specific findings of fact and conclusions of law explaining how it weighed the evidence to reach its conclusions using the burden-shifting framework articulated above and in this Court’s previous decisions.” Id. (emphasis in original).

22
cluster 450585green
ca4 · 1985 · cited in 2 North Carolina opinions naming this issue, 2005–2005
2 sentences

2005See, e.g., Ross, 759 F.2d at 365-66 (applying this burden-shifting analysis to a claim of retaliatory harassment and discharge brought under 42 U.S.C. § 2000e-3(a)); Tex. Dep't of Human Servs. v. Hinds, 904 S.W.2d 629 , 636 (Tex.1995) (applying this burden-shifting analysis to a claim brought under a state statutory whistleblower provision). 2 Under the McDonnell Douglas/Burdine proof scheme, once a plaintiff establishes a prima facie case of unlawful retaliation, the burden shifts to the defendant to articulate a lawful reason for the employment action at issue.

2005See, e.g., Ross, 759 F.2d at 365-66 (applying this burden-shifting analysis to a claim of retaliatory harassment and discharge brought under 42 U.S.C. § 2000e-3(a)); Tex. Dep’t of Human Servs. v. Hinds, 904 S.W.2d 629, 636 (Tex. 1995) (applying this burden-shifting analysis to a claim brought under a state statutory whistleblower provision). 2 Under the McDonnell Douglas/Burdine proof scheme, once a plaintiff establishes a prima facie case of unlawful retaliation, the burden shifts to the defendant to articulate a lawful reason for the employment action at issue.

22
Texas Department of Community Affairs v. Burdinegreen
scotus · 1981 · cited in 2 North Carolina opinions naming this issue, 2005–2005
2 sentences

2005See Burdine, 450 U.S. at 252-53 , 67 L.

2005See Burdine, 450 U.S. at 252-53 , 67 L.

22
McDonnell Douglas Corp. v. Greengreen
scotus · 1973 · cited in 4 North Carolina opinions naming this issue, 2005–2024
2 sentences

2024Specifically, North Carolina courts have adopted the burden-shifting framework established in McDonnell Douglas Corp. v. Green, 411 U.S. 792 , 93 S. Ct. 1817 , 36 L.

2024Specifically, North Carolina courts have adopted the burden-shifting framework established in McDonnell Douglas Corp. v. Green, 411 U.S. 792 , 93 S. Ct. 1817 , 36 L.

14
Batson v. Kentuckygreen
scotus · 1986 · cited in 3 North Carolina opinions naming this issue, 2020–2023
2 sentences

2023Neb. 2004) (same); see also Batson v. Kentucky, 476 U.S. 79, 97 (1986) (using a burden-shifting framework for racial discrimination in jury selection).

2023See, e.g., Batson, 476 U.S. at 97 (requiring prima facie evidence to satisfy the initial burden under the burden-shifting framework).

13
Texas Department of Human Services v. Hindsgreen
tex · 1995 · cited in 2 North Carolina opinions naming this issue, 2005–2005
2 sentences

2005See, e.g., Ross, 759 F.2d at 365-66 (applying this burden-shifting analysis to a claim of retaliatory harassment and discharge brought under 42 U.S.C. § 2000e-3(a)); Tex. Dep't of Human Servs. v. Hinds, 904 S.W.2d 629 , 636 (Tex.1995) (applying this burden-shifting analysis to a claim brought under a state statutory whistleblower provision). 2 Under the McDonnell Douglas/Burdine proof scheme, once a plaintiff establishes a prima facie case of unlawful retaliation, the burden shifts to the defendant to articulate a lawful reason for the employment action at issue.

2005See, e.g., Ross, 759 F.2d at 365-66 (applying this burden-shifting analysis to a claim of retaliatory harassment and discharge brought under 42 U.S.C. § 2000e-3(a)); Tex. Dep’t of Human Servs. v. Hinds, 904 S.W.2d 629, 636 (Tex. 1995) (applying this burden-shifting analysis to a claim brought under a state statutory whistleblower provision). 2 Under the McDonnell Douglas/Burdine proof scheme, once a plaintiff establishes a prima facie case of unlawful retaliation, the burden shifts to the defendant to articulate a lawful reason for the employment action at issue.

12
Yick Wo v. Hopkinsgreen
scotus · 1886 · cited in 1 North Carolina opinions naming this issue, 2023–2023
1 sentence

2023See Ivey, 360 N.C. at 564 (determining that the Equal Protection Clause of the United States Constitution “prohibits selective enforcement of the law based on considerations such as race” (cleaned up)); Yick Wo, 118 U.S. at 373 (deciding a case involving the disparate application of the law to Chinese immigrants “with a mind so unequal and oppressive as to amount to a practical denial by the state of . . . equal protection of the laws”).

11
State v. Iveygreen
nc · 2006 · cited in 1 North Carolina opinions naming this issue, 2023–2023
1 sentence

2023See Ivey, 360 N.C. at 564 (determining that the Equal Protection Clause of the United States Constitution “prohibits selective enforcement of the law based on considerations such as race” (cleaned up)); Yick Wo, 118 U.S. at 373 (deciding a case involving the disparate application of the law to Chinese immigrants “with a mind so unequal and oppressive as to amount to a practical denial by the state of . . . equal protection of the laws”).

11
Staples v. Cartergreen
ncctapp · 1969 · cited in 1 North Carolina opinions naming this issue, 2023–2023
1 sentence

2023Generally, “[a] ‘prima facie case’ . . . means no more than evidence sufficient to justify, but not to compel an inference.” Staples v. Carter, 5 N.C.

11
United States v. Haregreen
ned · 2004 · cited in 1 North Carolina opinions naming this issue, 2023–2023
1 sentence

2023E.g., Commonwealth v. Long, 485 Mass. 711 , 713 (2020) (shifting the burden to the government after defendant makes a prima facie showing of selective enforcement); United States v. Hare, 308 F. Supp. 2d 955, 992 (D.

11
Nadine Ranade v. BT Americas, Incorporatedgreen
ca4 · 2014 · cited in 1 North Carolina opinions naming this issue, 2016–2016
1 sentence

2016The Fourth Circuit has recognized that “because FMLA retaliation claims are analogous to Title VII retaliation claims, they can be analyzed under the burden-shifting framework of McDonnell Douglas Corp. v. Green, 411 U.S. 792 , 800–06 (1973).” Ranade v. BT Ams., Inc., 581 F. App’x 182, 183 (4th Cir. 2014) (citing Nichols v. Ashland Hosp.

11
Morris v. BellSouth Telecommunications, Inc.green
ncmd · 2004 · cited in 1 North Carolina opinions naming this issue, 2015–2015
1 sentence

2015Aug. 22, 2012) (“[W]hen faced with state law wrongful discharge on the basis of handicap/disability claims, courts utilize the evidentiary framework used in evaluating disability discrimination claims under the ADA.”); Morris v. BellSouth Telecomms., 302 F. Supp. 2d 515 , 524–25 (M.D.N.C. 2004) ("[S]tate law claims for wrongful termination for discharge due to handicap are analyzed with the same burden shifting test as claims brought under the ADA.").

11
In Re Appeal of IBM Credit Corp.green
ncctapp · 2007 · cited in 1 North Carolina opinions naming this issue, 2011–2011
1 sentence

2011App. 223, 227 , 650 S.E.2d 828, 831 (2007) (stating that the Commission’s analysis did not reflect the proper burden-shifting framework) aff’d per curiam, 362 N.C. 228 , 657 S.E.2d 355 (2008).

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 (12)

CaseCitedYears
Village of Arlington Heights v. Metropolitan Housing Development Corp. green
scotus · 1977
2 sentences

2022Arlington Heights, 429 U.S. at 265–66. ¶ 16 The Arlington Heights factors are also part of a burden-shifting framework which requires the reviewing court to grant judicial deference to a legislative body unless there is proof that a discriminatory purpose was a motivating factor in the challenged decision.

2022Arlington Heights, 429 U.S. at 265–66. ¶ 16 The Arlington Heights factors are also part of a burden-shifting framework which requires the reviewing court to grant judicial deference to a legislative body unless there is proof that a discriminatory purpose was a motivating factor in the challenged decision.

42020–2022
Flowers v. Mississippi green
scotus · 2019
2 sentences

2020Flowers, 139 S. Ct. at 2245 (quoting Batson, 476 U.S. at 96 , 106 S. Ct. at 1723 ); accord Johnson, 545 U.S. at 170 , 125 S. Ct. at 2417 (“Thus, in describing the burden-shifting framework, we assumed in Batson that - 16 - STATE V.

2020Flowers, 139 S. Ct. at 2245 (quoting Batson, 476 U.S. at 96 , 106 S. Ct. at 1723 ); accord Johnson, 545 U.S. at 170 , 125 S. Ct. at 2417 (“Thus, in describing the burden-shifting framework, we assumed in Batson that - 16 - STATE V.

22020–2020
Lowe v. Bradford green
nc · 1982
1 sentence

2025Regardless of this burden-shifting framework, neither party may “rel[y] on conclusory allegations unsupported by facts.” Id. (emphasis omitted).

12025–2025
Newberne v. DEPT. OF CRIME CONTROL green
nc · 2005
1 sentence

2023Contrary to the burden-shifting analysis of cases in the second category, “the ultimate burden of persuasion in a ‘mixed motive’ case may be allocated to the defendant once a plaintiff has established a prima facie case.” Id. at 792, 618 S.E.2d at 208 .

12023–2023
Price Waterhouse v. Hopkins red
scotus · 1989
2 sentences

2019The plurality opinion created a new burden-shifting framework for mixed-motive cases where, "once a plaintiff ... shows that gender played a motivating part in an employment decision, the defendant may avoid a finding of liability only by proving that it would have made the same decision even if it had not allowed gender to play such a role." Id. at 244-45 , 109 S.Ct. at 1787 -88 , 104 L.

2019The plurality opinion created a new burden-shifting framework for mixed-motive cases where, "once a plaintiff ... shows that gender played a motivating part in an employment decision, the defendant may avoid a finding of liability only by proving that it would have made the same decision even if it had not allowed gender to play such a role." Id. at 244-45 , 109 S.Ct. at 1787 -88 , 104 L.

12019–2019
Viar v. NC Department of Transportation green
nc · 2005
2 sentences

2016Dept. of Transp., 359 N.C. 400 , 402, 610 S.E.2d 360 , 361, reh'g denied, 359 N.C. 643 , 617 S.E.2d 662 (2005) -we hold that the trial court did not err in granting DOT's motion for summary judgment.

2016Dept. of Transp., 359 N.C. 400 , 402, 610 S.E.2d 360 , 361, reh'g denied, 359 N.C. 643 , 617 S.E.2d 662 (2005) -we hold that the trial court did not err in granting DOT's motion for summary judgment.

12016–2016
Viar v. North Carolina Department of Transportation green
nc · 2005
2 sentences

2016Dept. of Transp., 359 N.C. 400 , 402, 610 S.E.2d 360 , 361, reh'g denied, 359 N.C. 643 , 617 S.E.2d 662 (2005) -we hold that the trial court did not err in granting DOT's motion for summary judgment.

2016Dept. of Transp., 359 N.C. 400 , 402, 610 S.E.2d 360 , 361, reh'g denied, 359 N.C. 643 , 617 S.E.2d 662 (2005) -we hold that the trial court did not err in granting DOT's motion for summary judgment.

12016–2016
cluster 773418 green
ca4 · 2001
1 sentence

2016Corp., 251 F.3d 496 , 502 (4th Cir. 2001)).

12016–2016
In Re IBM Credit Corp. green
nc · 2008
1 sentence

2011App. 223, 227 , 650 S.E.2d 828, 831 (2007) (stating that the Commission’s analysis did not reflect the proper burden-shifting framework) aff’d per curiam, 362 N.C. 228 , 657 S.E.2d 355 (2008).

12011–2011
In re IBM Credit Corp. green
nc · 2008
1 sentence

2011App. 223, 227 , 650 S.E.2d 828, 831 (2007) (stating that the Commission’s analysis did not reflect the proper burden-shifting framework) aff’d per curiam, 362 N.C. 228 , 657 S.E.2d 355 (2008).

12011–2011
In Re Appeal of the Lane Co.-Hickory Chair Division green
ncctapp · 2002
1 sentence

2011See id.; In re Lane Co., 153 N.C.

12011–2011
In Re the Appeals of Southern Railway Co. green
nc · 1985
2 sentences

2009Southern Railway, 313 N.C. at 182 , 328 S.E.2d at 239 ; N.C.G.S. § 105-283. *349 The critical determination at the final stage of the burden shifting analysis is whether the tax appraisal methodology adopted by the tax appraiser is the proper “means” or methodology given the characteristics of the property under appraisal to produce a “true value” or “fair market value.” N.C.G.S. § 105-283.

2009Southern Railway, 313 N.C. at 182 , 328 S.E.2d at 239 ; N.C.G.S. § 105-283. *349 The critical determination at the final stage of the burden shifting analysis is whether the tax appraisal methodology adopted by the tax appraiser is the proper “means” or methodology given the characteristics of the property under appraisal to produce a “true value” or “fair market value.” N.C.G.S. § 105-283.

12009–2009

Statutes the citing opinions construe

NC § N.C. Gen. Stat. § 105-283 (6) NC § N.C. Gen. Stat. § 105-345.2 (6) NC § N.C. Gen. Stat. § 7A-31 (6) NC § N.C. Gen. Stat. § 1-267.1 (5) NC § N.C. Gen. Stat. § 126-84 (4) NC § N.C. Gen. Stat. § 7A-27 (4) NC § N.C. Gen. Stat. § 105-317 (3) NC § N.C. Gen. Stat. § 126-34.02 (3) NC § N.C. Gen. Stat. § 126-35 (3) NC § N.C. Gen. Stat. § 126-85 (3) NC § N.C. Gen. Stat. § 150B-43 (3) NC § N.C. Gen. Stat. § 7A-29 (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

TX 256 (1985–2026) OH 203 (1990–2026) CA 190 (1985–2026) MI 113 (1980–2026) NJ 79 (1991–2026) CT 65 (1988–2026) TN 52 (1999–2026) NY 48 (1980–2026) WA 41 (1981–2025) MA 38 (1980–2026) PA 35 (1976–2026) KY 32 (2005–2026) FL 32 (1988–2026) GA 30 (1981–2025) ME 29 (2003–2025) LA 28 (1992–2023) IN 27 (1991–2026) MN 26 (1997–2025) MO 25 (1998–2025) NC 24 (2005–2025) IL 24 (1998–2026) OR 23 (1994–2026) IA 23 (1985–2026) KS 22 (1979–2024) VT 21 (1982–2025) RI 20 (2001–2019) HI 18 (1996–2025) DC 17 (1995–2026) WV 14 (1982–2025) MD 14 (1976–2026) UT 12 (1999–2025) ID 11 (1980–2023) VA 11 (1990–2026) AZ 10 (1982–2026) WI 10 (1979–2025) AL 10 (1991–2023) CO 10 (1990–2025) NV 10 (2020–2025) NE 10 (2006–2024) DE 8 (2011–2025) SC 7 (1984–1996) NM 7 (1991–2025) AK 7 (1982–2022) SD 6 (2003–2019) MT 6 (1979–2007) MS 4 (2000–2020) NH 4 (2016–2025) WY 4 (2007–2018) OK 2 (2012–2020) ND 2 (2001–2004) AR 2 (1951–2011) PR 2 (2011–2026)

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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