The neighbors of the former Wake Forest Country Club came to the Wake Forest Town Hall last Thursday night, March 23, prepared to attack a plan by the new owner, E. Carroll Joyner, and the McAdams engineering firm on at least six fronts. The plan for houses and townhouses had, after all, been turned down by the Wake Forest Planning Department five times.
The McAdams personnel – Joyner was not at the hearing – meanwhile pursued the goal their formal request had set out, which was to amend a Special Use Permit from 1999 by removing about 125.79 acres from the SUP which was also part of the Planned Unit Development Joel Young had town approval to place on the site he then owned.
Later that year, in December of 1999, the then-town board refused to accept the request or consider it. The town had to defend its decision not to accept the application for the change by Young to the tune of $45,139.50 and the later decision not to hear it that cost $22,342.50. The case went all the way to the North Carolina Supreme Court, which found for the town.
The March 23, 2023 hearing was set and advertised as a quasi-judicial one with testimony only considered from experts in their fields who were given standing under the rules of that kind of hearing as painstakingly set out by Town Attorney Hassan Kingsberry.
That was a requirement by state law as was Kingsberry’s questioning of the mayor and commissioners if they had had any communications about the hearing, which are forbidden by that law.
Surprisingly, Commissioner Nick Sliwinski, wiping tears from his eyes, said he would have to recuse himself though not stating the reason. He left his seat after he spoke.
Then Kingsberry had to decide who had standing to testify. Richard Ostergard, the head of the Concerned Citizens for the Preservation of Wake Forest Open Space which has been campaigning against the Joyner-McAdams plans, based his request for standing on a 1990 agreement between Joel Young and the owners of four properties in the Hawkshead subdivision which backed up to the then-golf course. The agreement set a buffer zone on the golf course land which could, under certain circumstances, only be used for residential lots of 30,000 square feet each. Ostergard now lives on one of those four properties.
Attorney Nil Ghosh of Morningstar Law Group of Durham, acting for McAdams, objected to Ostergard’s request and challenged him to provide proof of such an agreement. A lengthy kerfuffle ensued with Ostergard saying he had sent in a copy of the agreement and then trying to look it up on a borrowed computer. Since the conflict could not be resolved quickly, Mayor Vivian Jones said the board would make the decision, after which they went into an adjoining room and returned to declare that Ostergard did not have standing.
Wanda Mukherjee also claimed standing, saying that she had been told by Commissioner Keith Shackleford that “all citizens of Wake Forest have standing.” That was denied. Mukherjee next claimed standing as a property owner in the adjacent Riverstone subdivision, but Jones said, “Proximity does not give you standing.” Mukherjee’s final argument for standing that she was affected by the increased traffic on Chilmark Street then failed.
“It is a big hurdle when citizens try to get standing,” Mukherjee said before she left the podium.
Senior Planner Patrick Reidy then briefly went through the request for a change in the special use permit and said the planning staff had found that all the requirements, all the findings of fact, had been met.
Commissioner Chad Sary asked if all the old buildings, the clubhouse, swimming pool and tennis court, would be removed, and Reidy said yes.
The hearing then went to a review of the personnel documents – the papers that said the three McAdams experts were indeed experts – and by that time it was 7:50 p.m. in a hearing that began at 6. It would not be closed until 10:15.
Somewhere in here it became clear that the new SUP would consist of the two clusters of buildings built after the PUD was approved – the 20 townhouses close to the entrance and 10 houses nearby – but that the required open space would not be adjacent to either. Instead the open space is designated as the three ponds and a small portion of the open space for the Horse Creek watershed. The residents of the townhouses and houses had asked for adjacent usable open space.
The result of an approved SUP would be that there would then be 125.79 acres of land zoned R3 with a Falls Lake watershed overlay and special highway overlay.
The three experts for McAdams all testified briefly, all saying that the Joyner-McAdams request for the special use amendment met all the required findings of fact.
Then it was the turn for the opponents to speak, and 17 of them did with the attorney Ghosh objecting to many.
David Michaels led off, reminding the commissioners and mayor that in 2009 the town board fought a similar request all the way to the state Supreme Court and “. . . won that it should be preserved as open space.” And “You rejected this once before.” He suggested deeding the open space to the homeowners association.
Edie Heath suggested the town board take no action.
Bernie Vollmer said the HOAs on the two collective dwelling units had asked that the open space be contiguous and been turned down. “We ask that you consider our request.” Leslie Finnegan echoed his request.
Ann Garrett had a different tack, the soil in the old golf course which, because of the various applications to the grass, now contained arsenic, barium, cadmium, lead, mercury and selenium. As she tried to explain how the soil was tested, Mayor Jones said, “You have to have the expertise to analyze these findings. I don’t believe you have the expertise.”
Similarly, when Gina Micchia started speaking about some “hexavalent” findings in the soil, Ghosh interrupted, objected and said that topic had not been introduced in this hearing.
The mayor did say two or three times that the rules require witnesses be experts. “I don’t want to sit here and say you can’t talk, but I have to.”
Sam Joyner said, “A sleight of hand has been done tonight,” because instead of a hearing about the plans for a subdivision “that the planning department has turned down five times,” there is the special use permit cutting off the developable acreage.
Mary Kircher returned to podium to say, “We are not rich people” and we cannot afford to hire the experts this kind of hearing demands.
A bright spot was Phillip Doerr, a wildlife biologist who painted a picture of a green haven where he found native vegetation reclaiming space and 71 species of birds, including seven warblers. He called it an “incredible green spot” that is highly valuable from an environmental point of view, and the town’s best use would be to preserve it,
And John Carleton wound up the testimonies by echoing Doerr. “It is a wildlife refuge that supports the communities around it. Let’s keep it open space.”
Now, finally, it came down to the town board.
Commissioner Adam Wright noted, “We have the option of not doing anything.” No one joined him. Later he said, “It does not put us in a great position. We only have to consider the findings of fact.” Wright consulted with the town attorney for several minutes and made a motion to deny because of a “manipulation of the valuation of the land” which did not get a second.
Commissioner Chad Sary then made a motion to approve the request with a second from Commissioner Jim Dyer, and both voted for the motion while Wright and Commissioner Keith Shackleford voted no.
That left the deciding vote to the mayor, a rare event, and she voted yes.
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12 Responses
I am so sad that the commissioners and mayor do not truly consider the desires of their citizens. Why take out all the Forrest in the town called Wake Forrest. We need greenery to maintain our echo system.
I guess it is true that money speaks louder!
I hope we do not look back and have regrets! Traffic has gotten worse, schools are crowded, there are less places for kids to be outdoors for sports and enjoyment of beauty and peace., and the hospitals are over run!
Building on every inch of land has really change what I felt was a great city in the country. If we had not wanted the small town feel we would not have settled here. ???
I don’t live in Wake Forest so I have no context. This article is written in such a way that I cannot understand what it is saying. Can someone please summarize the situation? Tell it to me like I’m in fifth grade. Thank you.
I have the utmost respect for the diligent homeowners that got this project denied 5 times!. Other than the names mentioned, who are they and what do they know? This Mayor and most BOC members rubber stamp every proposal for the good of the tax base. Neighbors in Traditions and Bridgewater developments tried in vain.to halt the “Wedge” project. Bridgewater residents would have townhouses directly in their backyards. It was approved, land was stripped of any vegetation. There have been months of hammering to break up the granite shelf in the area.
Keith Shackelford is rock solid! He would make a great mayor! I could really get behind him…
I stand in awe of the many town citizens that spent numerous hours of their time researching, analyzing, putting together detailed FACTS and figures both current and historical (traffic, soil, water conversation, wildlife) to share at last Thursdays meeting only to be COMPLETELY shut down by the Town Mayor and most of the BOC (Thank you Shackleford and Wright for voting responsibly). The citizens of this community trying to speak and present showed the upmost in professionalism throughout the entire 4 hour meeting. It was completely evident who the mayor and Dyer and Sary align with: developers, attorneys and NOT preserving Open Space.
“The town had to defend its decision not to accept the application for the change by Young to the tune of $45,139.50 and the later decision not to hear it that cost $22,342.50. The case went all the way to the North Carolina Supreme Court, which found for the town.”
Finally, line-items in the town’s budget I can get behind. Were I in a position of leadership, I would spend all kinds of taxpayer money in court to ensure our town wasn’t overun by bulldozing, clear-cutting developers and stayed a livable place for generations to come.
Speaking of bulldozing, sounds like Wanda got the same raking over the coals from The Town that I received when Zack Donahue and I countered the Sam’s Club development. Wanda, my condolences on being publicly discredited because you don’t have a professional title behind your name. It hurts when people in leadership lawfully discount your concerns as being too plebeian.
https://wakeforestgazette.com/sams-club-gets-ok-planners/
Is he available to be the next mayor?
Does anyone know if this engineering firm, represented by “Morningstar Law,” is a part of a REIT (Real Estate Investment. Trust)?? If this is being “acquired” by a REIT — 90% of profits goes to shareholders. Tax revenue is small in comparison. This Morningstar Law is part of Morningstar Venture Investment Bank — headquartered in Chicago. Someone needs to look into the real motives behind this “takeover,” of property from a senior, local North Carolinian, & get more equipped to contend with this billion dollar VC firm!!
E Carroll Joyner (the property owner) knows EXACTLY what he is doing. Dont be fooled. He bought the land (~165 acres) in 2012 for next to nothing ~$400K agreeing / signing / knowing that there was a special agreement in place for the land to stay as Open Space. When you ask around who is friends with who associated with every piece of this ‘transaction’ – it becomes very clear what is going on……
I spent a few minutes researching and I don’t see any ownership in a REIT by Morningstar Law.
https://wakeforestgazette.com/donahue-stinnet-say-plans/ same story…
It is beyond time to elect a new mayor. We have not been a small town for a long time. Preservation of this land, per the agreement in place, was and is important to many of the citizens of Wake Forest. The mayor has once again shown her true colors.