Legal Estate
opda:LegalEstate Legal Estate
Summary
Legal rights-bundle vested in a Property. [Substance Kind; UFO Substance Kind / DOLCE NonPhysicalEndurant — Searle 1995 legal-institutional object]. Identity criterion is 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 per ODR-0005 §3b: tenure change, lease grant, lease termination, commonhold conversion, first-registration of pre-existing common-law estate. Concept tier →
Attributes
| Attribute | Type | Cardinality | Required | Identity-bearing | Description |
|---|---|---|---|---|---|
tenureKind | EnumScheme:TenureKindScheme | 0..1 | N | Y | Tenure classification (Freehold / Leasehold / Commonhold) — surface IC element |
ownershipType | EnumScheme:OwnershipTypeScheme | 0..1 | N | N | Ownership structure (Freehold / Leasehold / Commonhold / Other) |
isGroundRentPayable | EnumScheme:YesNoScheme | 0..1 | N | N | Yes/No: is ground rent payable on the Leasehold? |
isSharedOwnership | EnumScheme:YesNoScheme | 0..1 | N | N | Yes/No: is this a shared-ownership lease? Applies to Leasehold ownership |
sellerContributesToServiceCharge | EnumScheme:YesNoScheme | 0..1 | N | N | Yes/No: does the Seller contribute to a service charge? Applies to Leasehold / Managed Freehold / Commonhold |
Relationships
| Predicate | Target entity | Cardinality | Inverse | Description |
|---|---|---|---|---|
leaseTerm | LeaseTerm | 0..1 | — | LegalEstate → LeaseTerm join (Leasehold tenure only). The LeaseTerm bounds the leasehold tenure as an OWL-Time ProperInterval |
Inbound predicates: RegisteredTitle.recordsEstate; LeaseExtensionEvent mutates the LeaseTerm via PROV-O derivation; Transaction.concerns references the LegalEstate.
Identity key
Identity key = rights-bundle persistence (the typed surface is tenureKind + the full rights-bundle IC enforced via the registered-title binding through RegisteredTitle.recordsEstate). Identity persists through grant / transfer / registration / discharge — these are mutations of the rights-bundle rather than identity-collapsing events. Cross-reference: Concept-tier LegalEstate IC narrative.
Constraints
tenureKindMUST be a singlestringvalue when present (Violation,LegalEstateIdentityKeyShape)- LegalEstate identity persists through
LeaseExtensionEventper ODR-0005 §3b Rule 1: the rights-bundle is modified, not dissolved
Derived attributes
None at this tier — the LeaseTerm succession status is materialised on LeaseTerm, not on the parent LegalEstate.
ER diagram
Lifecycle state-transition diagram
LegalEstate identity persists through grant / transfer / registration / discharge hard cases per ODR-0005 §3b. Identity is the rights-bundle; lifecycle events mutate the bundle but do not collapse identity (Rule 1: identity PERSISTS through LeaseExtensionEvent).
(rights-bundle persists) Registered --> Registered : LeaseExtensionEvent
(LeaseTerm successor minted) Registered --> Registered : tenure change
(mutation, not collapse) Registered --> Registered : commonhold conversion Registered --> Discharged : discharge
(rights-bundle dissolved) Discharged --> [*]
Source ODR + ADR
- ODR-0005 — Property + LegalEstate + RegisteredTitle, §3b LegalEstate IC
- ADR-0011 — Module TBox emission — implementation
- ADR-0012 — SHACL + DPV annotation emission — shapes
Comments