Part 10: Appendix 5 - Application of regulation Regs 5(4) to 5(6), deemed checks on reconstitutions

Rating Manual section 6: Part 10: Appendix 5 - Application of regulation Regs 5(4) to 5(6), deemed checks on reconstitutions

If the hereditament has been altered before the 2023 list came into force then Reg 5(4) does not apply.

If during check the VO becomes aware that the property assessed actually should form different hereditaments eg merged or split then the VO has a duty to amend the list and give effect to that change

The outstanding check will then be linked to the historic assessment. Depending on what the IP wishes to challenge, the old or new hereditaments and the timing in respect of the original check will determine whether a deemed check arises in respect of the new hereditament(s) under Reg 5(4), in which case the IP can go straight to challenge or whether a fresh check and challenge will be needed in respect of the new hereditaments.

Existing checks submitted by IP
Event Creation day Reg 5 application Reg Action by VO Action by agent  
Properties should be merged/ split but event prior to 1/4/23 Pre 1/4/23 No – as before 5(4) becomes applicable 5(4)(a) VO should raise VOR to merge/ split as appropriate Agent will need to submit a fresh check to request reconstitution  
Properties merged / split whilst checks are outstanding on the original Hs After 1/4/23 but before completion of check check on original Hereditament(s) must be outstanding on the Creation Day and not completed- then 5(4) applies The Creation Day is the date the new hereditament(s) first appeared on the ground. Reg 5(5)(a) Deemed check arises using the same completion date as the last outstanding check to be settled on the source hereditaments NB regs are silent re a confirmation date of check – so assume time limit is the same as the last historic check to be dealt with for the purposes of time limits to apply. Challenges may be made direct against the historic assessments and/or against the new hereditaments without the need to submit further checks on the new properties.  
Properties merged/split after the check has been completed After 1/4/23 and after completion of check If original check closed before creation day – 5(4) not apply Reg 5(4) No deemed checks arise A new check will be needed on the new hereditaments before a challenge can be made.