Open Property Data Association
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    Diagnostic exemplar

    lease-extension-transaction

    lease-extension-transaction

    Summary

    Statutory lease extension under LRHUDA 1993 — leasehold term extended 99→189 years. LegalEstate identity PERSISTS (S005 §3b Rule 1 — rights-bundle modified, not dissolved); RegisteredTitle records lifecycle event (§3c Rule 1); successor LeaseTerm derives from predecessor via prov:wasDerivedFrom. Hendler’s S005 Q5 lease-extension consumer-fails case manifest. The same node co-types as opda:Transaction AND opda:LeaseExtensionEvent.

    Cross-link: Concept tier — LeaseExtensionEvent hard cases.

    Exemplar instance graph

    --- config: layout: elk elk: mergeEdges: false nodePlacementStrategy: BRANDES_KOEPF --- %%{init: {"theme": "base", "themeVariables": {"primaryColor": "#B3E5FC", "primaryTextColor": "#01579B", "primaryBorderColor": "#0277BD", "lineColor": "#37474F"}}}%% flowchart LR accTitle: lease-extension-transaction exemplar instance graph accDescr: Statutory lease extension. The LegalEstate persists through the event (S005 §3b Rule 1). Original LeaseTerm (99 years) is superseded by current LeaseTerm (189 years) via prov:wasDerivedFrom. The extension-activity co-types as Transaction AND LeaseExtensionEvent — the dual typing reflects the property-lifecycle vs relator perspectives. %% @prefix opda: %% @prefix opda-x: %% @prefix prov: %% @prefix time: classDef instance fill:#B3E5FC,stroke:#0277BD,stroke-width:2px,color:#01579B classDef event fill:#FFE0B2,stroke:#E65100,stroke-width:2px,color:#BF360C classDef interval fill:#FFF9C4,stroke:#F57F17,stroke-width:2px,color:#E65100 classDef literal fill:#FFF9C4,stroke:#F57F17,stroke-width:1px,color:#E65100 P["opda-x:property
    <b>Property</b>
    Flat 12 Cedar House"]:::instance E["opda-x:estate-leasehold
    <b>LegalEstate</b>
    persists through extension"]:::instance T["opda-x:title
    <b>RegisteredTitle</b>
    MN777888"]:::instance LT0["opda-x:lease-term-original
    <b>LeaseTerm</b> (99 yrs)"]:::interval LT1["opda-x:lease-term-current
    <b>LeaseTerm</b> (189 yrs)"]:::interval Ev["opda-x:extension-activity
    <b>Transaction AND LeaseExtensionEvent</b>"]:::event Premium["GBP 42500.00"]:::literal EvTime["2024-09-30T15:00:00Z"]:::literal E -->|opda:leaseTerm| LT1 LT1 -->|prov:wasDerivedFrom| LT0 LT0 -->|opda:retiredBy| Ev T -->|opda:identifiesSameProperty| P E -->|opda:identifiesSameProperty| P Ev -->|prov:atTime| EvTime Ev -->|opda:premiumPaid| Premium Ev -->|opda:appliesTo| E Ev -->|opda:updatesRegistryRecord| T

    Exemplar Turtle

    # Diagnostic exemplar — ODR-0004 §8a, IC-only — input to ODR-0007 (Transactions & Lifecycle).
# Situation: statutory lease extension — leaseholder pays a premium to the freeholder to extend
# the lease term by 90 years (per Leasehold Reform, Housing and Urban Development Act 1993).
# The Transaction modifies an existing LegalEstate (the leasehold) and updates the RegisteredTitle.
# Tests Q5 lease term as OWL-Time interval (`time:ProperInterval`); Q1 Transaction-vs-Event
# (this is a lifecycle event on an existing estate, not a new estate vesting); cross-cite
# Hendler S005 Q5 lease-extension consumer-fails case (charge-event on title-record, not on estate).
# Status: ratified. Namespace: https://opda.org.uk/pdtf/ (Session 003b + ADR-0006).
# ODR-0004 status: accepted (council: session-004); ODR-0007 status: accepted (council: session-007).

@prefix opda:    <https://opda.org.uk/pdtf/> .
@prefix opda-x:  <https://opda.org.uk/pdtf/harness/data/exemplar/lease-extension-transaction/> .
@prefix prov:    <http://www.w3.org/ns/prov#> .
@prefix time:    <http://www.w3.org/2006/time#> .
@prefix dct:     <http://purl.org/dc/terms/> .
@prefix rdfs:    <http://www.w3.org/2000/01/rdf-schema#> .
@prefix skos:    <http://www.w3.org/2004/02/skos/core#> .
@prefix xsd:     <http://www.w3.org/2001/XMLSchema#> .

opda-x:exemplar
    a opda:DiagnosticExemplar ;
    dct:title "Lease extension transaction — leasehold term extended by 90 years (LRHUDA 1993)" ;
    dct:status "ratified" ;
    dct:references <ODR-0007> , <ODR-0006> , <ODR-0005> , <ODR-0011> , <ODR-0004> ;
    skos:scopeNote
        "Tests Q5 lease term as OWL-Time `time:ProperInterval` with `time:hasBeginning` + `time:hasDurationDescription`. Tests Q1 Transaction-as-Relator framing under a lifecycle-event-on-existing-Kind: the LegalEstate (leasehold) PERSISTS through the extension (its rights-bundle is modified, not dissolved per S005 §3b Rule 1 estate transfer / Rule 4 charges-and-easements don't change identity); the RegisteredTitle records the extension as a registry-event (S005 §3c Rule 1 — title persists; new registry-event timestamp). This is Hendler's S005 Q5 'lease extension' consumer-fails case: the property of being-extended attaches to the RegisteredTitle's lifecycle event, NOT to the LegalEstate (which retains the same identity) and NOT to the Property (which is unchanged)." .

# The Property (S005 3-class)
opda-x:property
    a opda:Property ;
    rdfs:label "Flat 12 Cedar House, Manchester" ;
    opda:uprn "100070666666" .

# The LegalEstate (leasehold; persists through extension per S005 §3b)
opda-x:estate-leasehold
    a opda:LegalEstate ;
    rdfs:label "Leasehold estate in Flat 12 Cedar House (since 2007; extended 2024)" ;
    opda:tenureKind "leasehold" ;
    opda:leaseTerm opda-x:lease-term-current .

# The lease term as an OWL-Time interval (Q5)
opda-x:lease-term-original
    a time:ProperInterval , opda:LeaseTerm ;
    rdfs:label "Original lease term (99 years from 2007-01-01; expired by extension)" ;
    time:hasBeginning [ time:inXSDDate "2007-01-01"^^xsd:date ] ;
    time:hasDurationDescription [ time:years 99 ] ;
    opda:retiredBy opda-x:extension-activity .   # historical interval; superseded

opda-x:lease-term-current
    a time:ProperInterval , opda:LeaseTerm ;
    rdfs:label "Current lease term (189 years from 2007-01-01 — 99 original + 90 extension)" ;
    time:hasBeginning [ time:inXSDDate "2007-01-01"^^xsd:date ] ;
    time:hasDurationDescription [ time:years 189 ] ;
    prov:wasDerivedFrom opda-x:lease-term-original .

# The RegisteredTitle (records the extension as a registry-event per S005 §3c)
opda-x:title
    a opda:RegisteredTitle ;
    rdfs:label "HMLR title MN777888 (leasehold of Flat 12 Cedar House)" ;
    opda:titleNumber "MN777888" .

opda-x:title opda:identifiesSameProperty opda-x:property .
opda-x:estate-leasehold opda:identifiesSameProperty opda-x:property .

# The extension activity (lifecycle event on the title record + the leasehold estate)
opda-x:extension-activity
    a prov:Activity , opda:LeaseExtensionEvent , opda:Transaction ;
    rdfs:label "Statutory lease extension (LRHUDA 1993; completed 2024-09-30)" ;
    opda:status "completed" ;
    opda:legalBasis <https://www.legislation.gov.uk/ukpga/1993/28/contents> ;
    prov:atTime "2024-09-30T15:00:00Z"^^xsd:dateTime ;
    opda:appliesTo opda-x:estate-leasehold ;
    opda:updatesRegistryRecord opda-x:title ;
    opda:premiumPaid "42500.00"^^xsd:decimal ;
    opda:premiumCurrency "GBP" .

    Expected report Turtle

    # lease-extension-transaction-expected-report.ttl
@prefix dct: <http://purl.org/dc/terms/> .
@prefix rdf: <http://www.w3.org/1999/02/22-rdf-syntax-ns#> .
@prefix sh: <http://www.w3.org/ns/shacl#> .
@prefix xsd: <http://www.w3.org/2001/XMLSchema#> .

<https://opda.org.uk/pdtf/data/exemplar-reports/report>
    rdf:type sh:ValidationReport ;
    dct:source <https://opda.org.uk/pdtf/harness/data/exemplar/lease-extension-transaction> ;
    sh:conforms "true"^^xsd:boolean .

    SHACL outcome

    sh:conforms true. Identity-key shapes satisfied. The SHACL-AF rule opda:LeaseTermSuccessionRule materialises:

    • opda-x:lease-term-current opda:hasLeaseTermSuccessionStatus "extended-from-predecessor" (because it carries prov:wasDerivedFrom opda-x:lease-term-original)
    • opda-x:lease-term-original opda:hasLeaseTermSuccessionStatus "primary-term" (the predecessor, no prov:wasDerivedFrom)

    Source ODR + ADR

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