Logical tier property

Legal Estate

https://opda.org.uk/pdtf/LegalEstate

Legal rights-bundle vested in a Property. UFO Substance Kind; DOLCE NonPhysicalEndurant (Searle 1995 legal-institutional object). IC: rights-bundle persistence — same individual through grant, transfer, registration, and discharge events; distinguishable from coexisting RegisteredTitle and physical Property by extent of property rights. Hard cases: tenure change; lease grant; lease termination; commonhold conversion; first registration of pre-existing common-law estate.

Classification

DOLCE: NonPhysicalEndurant (Masolo et al. 2003 D18 §4.2; Searle 1995 institutional fact grounding). UFO: Substance Kind (Guizzardi 2005 Ch. 4 §4.2).

Attributes

Attribute	Type	Cardinality	Required	Identity-bearing	Description
`adHocExpenses`	`xsd:string`	0..*	N	N	Statement of ad-hoc service-charge expenses on the leasehold LegalEstate (typed as a string in the data dictionary). Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`buildingsReinstatementCostAssessment`	`xsd:string`	0..*	N	N	Buildings reinstatement-cost-assessment statement for the leasehold LegalEstate's buildings insurance (typed as a string in the data dictionary). Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`contributionIncludedInServiceCharge`	`xsd:string`	0..*	N	N	Whether a reserve-fund contribution is included in the service charge. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`dangerousCladdingOrDefects`	`xsd:string`	0..*	N	N	Whether there is dangerous cladding or building-safety defects. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`dealsWithDayToDayMaintenanceOfManagedArea`	`xsd:string`	0..*	N	N	Whether the contact deals with day-to-day maintenance of the managed area. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`forTheManagedAreas`	`xsd:decimal`	0..*	N	N	Portion of the service-charge reserve-fund amount attributable to the managed areas (a numeric split of the reserve fund). xsd:decimal; flat per §Q6a.
`freeholdOwner`	`xsd:string`	0..*	N	N	Freehold owner named in the leasehold ownership-and-management block (a reference/name string, not a Yes/No flag). xsd:string per §Q5a; flat per §Q6a.
`from`	`xsd:date`	0..*	N	N	Start date of a demand / decoration period on the leasehold / managed-freehold LegalEstate (ground-rent, service-charge, or buildings-insurance last-demand period; service-charge last-decorated period). xsd:date. ONE shared period-start property reused across those periods; flat per §Q6a. (FLAG: `from` is a generic period-boundary name; reused across the estate's recurring date-range blocks rather than minted per block.)
`fromTheOwners`	`xsd:decimal`	0..*	N	N	Portion of the service-charge reserve-fund amount contributed by the owners (a numeric split of the reserve fund). xsd:decimal; flat per §Q6a.
`groundRentFrequency`	`xsd:string`	0..*	N	N	Frequency at which ground rent is payable on the leasehold LegalEstate (typed as a string in the data dictionary — a free-form frequency label). Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`hasFixedRentcharge`	`xsd:string`	0..*	N	N	Whether the managed-freehold / commonhold LegalEstate carries a fixed rentcharge (a Yes/No-style string response). Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`hasTenantCompanyDissolved`	`xsd:string`	0..*	N	N	Whether the tenant management company has been dissolved. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`headLeaseholderControlled`	`xsd:string`	0..*	N	N	Whether the head lease is leaseholder-controlled. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`isLeaseQualifying`	`xsd:string`	0..*	N	N	Whether the lease is a qualifying lease under the Building Safety Act. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`isManagingAgentEmployed`	`xsd:string`	0..*	N	N	Whether a managing agent is employed for the estate. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`landlordNotifiedOfSale`	`xsd:string`	0..*	N	N	Whether the landlord has been notified of the sale (Building Safety Act). Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`lengthOfLeaseInYears`	`xsd:integer`	0..*	N	N	Length of the leasehold term in years (the granted term). Plain integer datatype per ODR-0008 §Q5a; flat per §Q6a. Complements opda:LeaseTerm (the OWL-Time interval) with the headline term-length figure.
`organisesBuildingInsurance`	`xsd:string`	0..*	N	N	Whether the service contact organises buildings insurance. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`otherOwnershipDetails`	`xsd:string`	0..*	N	N	Free-text ownership details captured when the ownership type is 'Other' for the LegalEstate. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`otherPropertiesInManagedArea`	`xsd:decimal`	0..*	N	N	Count of other properties in the managed area sharing the leasehold LegalEstate's service arrangements. xsd:decimal (typed as a number in the data dictionary). Flat per §Q6a.
`outstandingEnforcementAction`	`xsd:string`	0..*	N	N	Whether there is outstanding enforcement action (managed-area risk assessment). Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`personWhoDealsWithTheDeedOfCovenant`	`xsd:string`	0..*	N	N	Name/role of the person who deals with the deed of covenant for the leasehold / managed-freehold LegalEstate. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`procedureForObtainingCertificate`	`xsd:string`	0..*	N	N	Procedure for obtaining a transfer/registration certificate on the leasehold / managed-freehold LegalEstate. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`propertiesContributingToMaintenanceOfManagedArea`	`xsd:decimal`	0..*	N	N	Count of properties contributing to maintenance of the managed area for the leasehold LegalEstate. xsd:decimal (a number in the data dictionary). Flat per §Q6a.
`rentIncreaseCalculated`	`xsd:string`	0..*	N	N	How a ground-rent increase is calculated on the leasehold LegalEstate (e.g. RPI-linked, doubling). Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`rentReviewFrequency`	`xsd:string`	0..*	N	N	Frequency at which ground rent is reviewed on the leasehold LegalEstate. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`requirements`	`xsd:string`	0..*	N	N	Requirements stated for a licence-to-assign on the leasehold LegalEstate. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`sellerCompletedDeedOfCertificate`	`xsd:string`	0..*	N	N	Whether the seller completed a deed of certificate (Building Safety Act). Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`sellerOwnedProperty`	`xsd:string`	0..*	N	N	Whether the seller owned the property for enfranchisement qualification. Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`sharedOwnershipPercentage`	`xsd:decimal`	0..*	N	N	Percentage of the Property owned under a shared-ownership leasehold LegalEstate. xsd:decimal (a number in the data dictionary). Flat per §Q6a.
`startYearOfLease`	`xsd:gYear`	0..*	N	N	Calendar year the leasehold term commenced. xsd:gYear (a year value in the data dictionary). Flat per §Q6a.
`titleExtents`	`xsd:string`	0..*	N	N	Statement of the extents covered by a title to be sold. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`titlePropertyDescription`	`xsd:string`	0..*	N	N	The property description as recorded on the title for the LegalEstate to be transferred. Plain string datatype per ODR-0008 §Q5a; flat per §Q6a.
`to`	`xsd:date`	0..*	N	N	End date of a demand / decoration period on the leasehold / managed-freehold LegalEstate (mirror of opda:from). xsd:date. ONE shared period-end property reused across those periods; flat per §Q6a. (FLAG: `to` is a generic period-boundary name; reused across the estate's recurring date-range blocks.)
`urgentWorksCarriedOut`	`xsd:string`	0..*	N	N	Whether urgent works were carried out (managed-area risk assessment). Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`urgentWorksRecommended`	`xsd:string`	0..*	N	N	Whether urgent works were recommended (managed-area risk assessment). Yes/No disclosure; xsd:string per §Q5a; flat per §Q6a.
`year`	`xsd:gYear`	0..*	N	N	Calendar year of a service-charge last-decorated period (externally / internally) on the leasehold LegalEstate. xsd:gYear. Flat per §Q6a.

Relationships

Predicate	Target	Cardinality	Inverse	Description
`annualGroundRent`	`MonetaryAmount`	0..*	—	Annual ground rent payable under a leasehold estate. Bearer opda:LegalEstate (a tenure charge of the leasehold, not a Quality of the brick-and-mortar Property). → opda:MonetaryAmount (ODR-0024 R3); flat per §Q6a.
`annualServiceCharge`	`MonetaryAmount`	0..*	—	Annual service charge payable under a leasehold or managed freehold/commonhold estate. Bearer opda:LegalEstate. → opda:MonetaryAmount (ODR-0024 R3); flat per §Q6a.
`certificateOfComplianceFee`	`MonetaryAmount`	0..*	—	Fee for a certificate of compliance required on a leasehold transfer (required-documents block). Bearer opda:LegalEstate. → opda:MonetaryAmount (ODR-0024 R3); flat per §Q6a.
`isGroundRentPayable`	`Concept`	0..*	—	Yes/No discriminator: is ground rent payable on the Leasehold? BASPI5 ground-rent question. Bound to opda:YesNoScheme.
`isSharedOwnership`	`Concept`	0..*	—	Yes/No discriminator: is the LegalEstate a shared-ownership lease? Applies to Leasehold ownership per BASPI5 question A1.3.1. Bound to opda:YesNoScheme.
`leaseTerm`	`LeaseTerm`	0..*	—	Join from a leasehold opda:LegalEstate to the opda:LeaseTerm OWL-Time interval bounding its duration (S007 Q5).
`ownershipType`	`Concept`	0..*	—	Ownership-type classification per opda:OwnershipTypeScheme (Freehold / Leasehold / Commonhold / Managed Freehold / Other). UFO Quale-in-Region of LegalEstate. Constrained by SHACL sh:in to the scheme members in the BASPI5 profile.
`sellerContributesToServiceCharge`	`Concept`	0..*	—	Yes/No discriminator: does the Seller contribute to a service charge for the Property? Applies to Leasehold / Managed Freehold / Commonhold per BASPI5. Bound to opda:YesNoScheme.
`sharedOwnershipRent`	`MonetaryAmount`	0..*	—	Rent payable on the retained share under a shared-ownership lease. Bearer opda:LegalEstate. → opda:MonetaryAmount (ODR-0024 R3); flat per §Q6a.
`tenureKind`	`Concept`	0..*	—	Tenure classification per opda:TenureKindScheme — Substance Kind label (Freehold / Leasehold / Commonhold), a coded facet on opda:LegalEstate enforced by SHACL sh:in. Per the ODR-0011 §8a load-bearing cascade (Council session-036), tenure is +R but −I (no distinct identity criterion; tenure-change is a value change, not a re-typing) → classification, NOT a subclass: opda does NOT mint Freehold/Leasehold/Commonhold OWL sub-classes, and no skos:exactMatch-to-subclass is emitted (the §8a subclass binding applies only to load-bearing +I labels).

Constraints

LegalEstateIdentityKeyShape sh:Violation

LegalEstate identity surface: tenureKind (Freehold / Leasehold / Commonhold) MUST be a single concept IRI when present. The full rights-bundle IC per ODR-0005 §3b is enforced by the registered-title binding via opda:recordsEstate.

Sources

harness/odr/ODR-0005/section-3b