Burdens Section Information
General
In terms of section 9 of the Land Registration etc. (Scotland) Act 2012 (the 2012 Act), the Keeper must enter the following in the burdens section of the title sheet:
where the right in land to which the title sheet relates is encumbered with a title condition:
the terms of the title condition,
a description of any benefited property (in so far as known to the Keeper), and
if the title condition is a personal real burden, the name and designation of the person who has title to enforce it;
where the subjects in the title sheet are directly affected by a long lease (other than a long sub-lease) which has real effect, that fact;
in a case where the title sheet is a lease title sheet, where there is a long sub-lease (other than a long sub-sub-lease) which affects the subjects in that title sheet, that fact;
in so far as known to the Keeper, any public right of way (by whatever means) over or through the land;
particulars of any path order made under section 22 of the Land Reform (Scotland) Act 2003 (asp 2) (compulsory powers to delineate paths in land in respect of which access rights are exercisable), and;
any other encumbrance the inclusion of which in the register is permitted or required, expressly or impliedly, by an enactment and the name and designation of the person who has title to enforce that encumbrance.
A fuller explanation of each type of entry can be found below.
Burdens Section Entries for Leases
A tenant under a lease cannot be either a burdened or benefited proprietor of a servitude (the burdened or benefited proprietor remains the landlord although the tenant may by leasing the property have use of the servitude). Similarly, it is not appropriate for a tenant when granting a partial assignation of a lease, or a sub-lease, to create a servitude over the area of which they remain tenant.
Styles of note for landlord's title sheet
Where the subjects of the title sheet are directly affected by a lease held from them (i.e. the head lease on an ownership title or sub-lease on a tenancy title sheet) the lease itself is not generally added to the landlord's title sheet as a burdens deed. Instead an explanatory note should be added to the burdens section of the landlord's title sheet.
Detailed guidance on how to reflect leases on the tenant's title sheet can be found at Leases.
Existing Copy in Certificate Entries
Copy in Certificate was the procedure by which a copy of a deed was included in the Land Certificate, with the entry in the title sheet being merely a statement that a copy of the deed is in the certificate. Where the plan annexed to the deed contained references that could not be reproduced on the title plan, a colour copy of the plan was included in the title sheet as a supplementary plan and a footnote added to the entry for the deed. Where the copy in certificate procedure was used in a title, the procedure would need to be repeated for any subsequent transfers of part out of that title. The copy in certificate procedure was not normal practice and was only used in special circumstances.
Section 10(3) of the 2012 Act introduces a similar concept to replace the copy in certificate procedure. The new procedure is to incorporate a deed or a document in the title sheet by reference to the archive record or by reference to another register under the management and control of the Keeper or of the Keeper of the Records of Scotland.
For the avoidance of doubt, copy in certificate procedures must not be used for any new title sheet created on or after 8 Dec. 2014 and existing copy in certificate entries must not be used for any new title sheet. Any existing copy in certificate entry in the common deeds index (CDI) being brought forward to a new title sheet must be made 2012 Act compliant. The new procedures of incorporating a deed or document into the title sheet and the procedures for dealing with any existing copy in certificate entries are detailed in Deed or Document Incorporated into Title Sheet by Reference in the Table of Contents.
The following instructions apply where a title sheet contains an existing copy in certificate entry, or where an existing copy in certificate entry is being imported into a title sheet from another title or from the CDI.
Deed or Document Incorporated into Title Sheet by Reference
Section 10(3) of the 2012 Act permits the Keeper to incorporate by reference in a title sheet:
(a) a document in the archive record, or
(b) a deed in any other register under the management and control of the Keeper or the Keeper of the Records of Scotland.
This section of the Act allows the Keeper to include the full terms of a deed in the title sheet without losing information that would not be supported by the LRS (e.g. plans and photographs). However, the Keeper's policy is not to adopt such a practice unless special circumstances pertain.
It is impossible to precisely define what would constitute ‘special circumstances’, but mere length of a deed would not suffice.
Requirements for use
There must be some factor present which would make it preferable to incorporate the deed by reference, rather than to edit the deed. Perhaps the best two examples are:
The ‘commercial lease’. Most commercial leases are complex documents that impose separate obligations on both landlord and tenant.
These obligations are interdependent, so the document must be viewed as a whole and read as a whole. Any attempt to edit the deed to show only what are perceived to be the burdens affecting the tenant’s interest can destroy the coherence of the deed and raises the very real danger that certain of the obligations will become unenforceable from lack of specification.
Moreover, such documents are deliberately drafted in separate clauses with headings and sidenotes for ease of identification and cross reference. To produce a burdens entry in the normal way can make the interpretation of an already complex deed infinitely more difficult.
When these two factors occur, it is preferable to incorporate the deed by reference.
2. Handwritten deeds: both where it is an original handwritten deed and also where the deed submitted is a copy of the handwritten entry from the Sasine Register.
A commercial lease and handwritten deeds should always be incorporated in the title sheet by reference to the archive record.
See also Handwritten Deeds in Property Section Information.
There will be other deed types where the procedure would be a preferred option. For example, agreements under town and country planning legislation. However, to ensure that the procedure is only adopted when absolutely necessary, any settler contemplating its use must consult their team leader or a senior caseworker to obtain authority.
Part of deed incorporated in title sheet by reference
If circumstances are encountered where a settler considers that only part of a deed should be incorporated into the title sheet by reference, the application should be referred in the first instance to a senior caseworker. The senior caseworker may then seek further guidance, if necessary. An example of such circumstances would be where one of the sections in a schedule to a deed contains burdens that include complex tables and/or diagrams that cannot be incorporated in the text of the burdens section entry.
Process
The process instructions below detail the specific circumstances in which each entry style and/or note style should be used and the additional steps required to identify the location of the deed or document in the archive record. The entries and notes can be selected and completed from the autotext/picklists in each section of the title sheet or added manually.
Following the introduction of home working and digital submissions, temporary procedures are currently in place for some types of application. Further details here.
Identification of a document in the archive record
Any deed or document incorporated by reference in the title sheet by way of the entries or notes detailed below should be added to the archive record, unless it already forms part of the archive record (i.e. if an entry for a deed that is incorporated by reference is being brought forward to a TP title sheet from a PT title sheet there is no need to archive the deed again if it was already archived under the PT). Notwithstanding the terms of Section 14(3)(b) of the Land Registration (Scotland) Act 2012, where a deed or document incorporated by reference in the title sheet is held in one of the registers under the management and control of the Keeper or of the Keeper of the Records of Scotland, the document should be added to the archive. This enables Customer Services to easily locate and obtain a copy of the deed or document.
When a request is made for an extract or a plain copy of a title sheet which includes a deed or document that has been incorporated by reference, a copy of the deed or document will be included as part of the extract or plain copy for no additional fee. To enable Customer Services to be able to locate and obtain a copy of the deed or document, the following note must be added to the title workdesk indicating the location of the deed or document. The note can be selected and completed from the title workdesk picklist.
For the avoidance of doubt, a next application note must not be added to the title workdesk.
Preambles/Notes to be used when incorporating a deed or document into the title sheet by reference
Where a deed that has been registered/recorded in any of the registers managed and controlled by the Keeper is being incorporated by reference into the title sheet, the applicable entry detailed below should be added to the appropriate section of the title sheet. This may take the form of a preamble in the burdens section and/or as a note in another section of the title sheet.
Note for use when incorporating part of a deed by reference into the title sheet
Where only part of a deed is being incorporated by reference into the title sheet, a note in the following style should be added to the burdens section entry. This note should identify the specific part of the deed that is incorporated into the title sheet by reference.
Notes for use when incorporating a new copy plan or document into the title sheet
Documents other than deeds may require to be incorporated into a title sheet. An example being a copy of a plan (only) to a deed, to show information that does not require to be delineated on the cadastral map, such as an elevation plan or plan to a Section 75 agreement.
Historically, it was possible to add copies of deed plans into the title sheet as supplementary plans or supplementary data. This is not possible for new deeds now the Plan Creator is being used, and therefore the plan will be incorporated into the title sheet in terms of Section 10(3)a).
The applicable entry detailed below should be added to the appropriate section of the title sheet. This may take the form of a footnote to a burdens entry in the burdens section and/or as a note in another section of the title sheet.
No changes to the narration of pre-designated day titles containing supplementary plans is required for straightforward dealings, or complex dealings when no change to the mapping is required.
Note for use when incorporating pre-designated day supplementary plans into the title sheet
When updating a title sheet because of a change to the mapping and the title already contains an existing pre-designated day supplementary plan the following note should be added as a footnote to the burdens entry.
Note for use when incorporating either existing supplementary data or pre-designated day supplementary plans into the title sheet
Where a pre-designated day supplementary plan, or supplementary data (copy of the deed plan), has been added to the title by assigning the plan(s) from another previously registered title, the plans officer will advise that the scanned supplementary plan heading cannot be changed and it displays a different title number. In those instances, the following note should be added to the burdens entry in the title sheet:
Notes for use when adding an existing SPL into the title sheet
Where a pre-designated day SPL, or supplementary data in the form of plotted references on an SPL is being added into the title sheet, it will be shown within the title in the Plan Viewer as a grouping, and the plans officer should advise that the existing SPL is now additional cadastral map view (x), with (x) being the number of the grouping. The plans officer should advise what references from the SPL are shown on the grouping to allow for the Burdens Section entry to be edited to reflect those references as being on the additional cadastral map view.
Alternative notes (only to be used in exceptional circumstances where those above are not suitable)
It is recommended that the notes above should be used as appropriate to ensure a consistency of approach and style for all new notes of this type as they make reference to the statutory provision under which the information is being provided. However if the above notes are not appropriate, the application should be referred to a senior caseworker for further guidance.
Boundary Notes
The intention of a boundary note is for information purposes only to advise where the detail regarding the boundaries can be found. The intention is not to incorporate the deed into the title sheet, therefore the deed does not require to be added to the archive record and no title workdesk note is required.
Identifying Deeds Containing Real Burdens, Servitudes and Title Conditions
To identify the burdens potentially affecting the subjects, the registration officer requires to identify all deeds that may contain subsisting burdens in the first instance. The process of identification will depend on whether the subjects lie in a research area or non research area. Research area files can be used to create burdens section entries as set out below.
Subject to certain exceptions, research area files can be used to create burdens section entries as set out below.
Having identified deeds that contain subsisting burdens, servitudes etc, the appropriate entry must be made in the title sheet. The deed inducing registration may refer to another registered title for burdens. Whilst in theory a reference to a title number for servitudes and/or burdens is acceptable, in practice a bald reference to a title number for servitudes and/or burdens is unlikely to be sufficient to meet the requirements of section 22(1)(a) of the 2012 Act in all but the simplest of situations. Such applications should, in the first instance, be referred to a senior caseworker who will seek further guidance if necessary.
When processing a First Registration application, the breakaway deed must be checked to identify any mineral reservation.
A minerals reservation is not an encumbrance within the meaning of section 9 of the 2012 Act and should be reflected, even if the deed is not referred to for burdens or the burdens are noted as no longer subsisting.
Examples of burdens text and other subordinate clauses in deeds
Text to be included in the burdens entry is in bold text and text that may require clarification/updating in the preamble/entry is in italics.
Inconsistencies between application forms and deeds
If the application form states either that there are no subsisting burdens or is silent with regard to prior burdens, but the deed inducing registration (DIR) does refer to prior burdens deeds then those deeds narrated in the DIR will be disclosed.
In terms of section 22(1)(a) of the 2012 Act, an application should be such that it allows the Keeper to comply with her duties under Part 1 of the Act. Therefore the form and deed can be taken as a whole when one expands on the other, this can be regarded as supplementary information rather than a contradiction. See examples below for further information.
All burdens in the deeds (except those the Keeper knows to be obsolete burdens, e.g. feuduty) will be disclosed unless the applicant includes, as part of their application, clear information that a burden does not affect the subjects undergoing registration. See also the section on Third Party Rights (Jus Quaesitium Tertio) in the Table of Contents for additional guidance.
Unrecorded copies, missing and illegible deeds
Unrecorded copies of deeds
It is acceptable for agents to submit a copy of a recorded deed in its unrecorded form, provided that they are content the final draft or executed photocopy accurately reflects the recorded deed and their application does not contain contrary information. In respect of an off-register right affecting the plot, typically a servitude, which is set out in a deed that was never recorded in the Register of Sasines, the application should make this clear.
It is necessary for the recording date of such a copy deed to be disclosed as part of the application. This would normally be on the inventory of deeds page of the application form.
Where such a burdens deed is included in an application it must be added to the archive record. This is so that it can be referred to on any occasion where the title needs to be examined, such as when a request for rectification is received.
A burdens deed of this nature in its unrecorded form is not appropriate for incorporating by reference in the title sheet. It is only appropriate for a recorded version of the deed to be incorporated by reference. (See Deed or Document Incorporated into Title Sheet by Reference in the Table of Contents.
Deeds not submitted with application
On completion of all the legal examination steps, if any of the deeds required to complete registration have not been submitted and there is no further explanation on the application form as to why a deed has not been submitted, the application should be rejected, subject to the exception:
Where the applicant makes it clear on the application form that the deed in question has already been examined by the Keeper, and she holds a copy of sufficient quality (for example, the deeds referred to are on the CDI or have been examined as part of a research area), the application may proceed.
Where a burdens deed is referred to in the application but is not submitted, we will not reject the application (even when no explanation is given) provided that a good quality copy of the deed is held on the Deed Search Tool. What constitutes a good quality copy will vary from case to case depending on what information is required from the deed. Where we do not hold a good quality copy, we will continue to reject the application.
Text of deed illegible or not in English
In terms of section 22(1)(a) of the 2012 Act, it is the responsibility of the applicant to submit appropriate documents to enable the Keeper to comply with the requirements of part 1 of the Act. Accordingly, where a deed referred to for burdens was, for example, written in Latin, a translation to English should be submitted. Failure to comply with this requirement will result in the application being rejected.
There will, however, be limited circumstances where it is not possible to provide a legible copy of the deed (for example, where a copy deed held by National Archives, or available from our archive, is itself illegible). In this instance the application should not be rejected; instead the deed should be included in the title sheet. However, it will be incorporated by reference rather than creating an edited version.
Burdens References on Cadastral Map
Under the 2012 Act, the Keeper relies on the submitting agent to identify which deeds contain burdens that affect the plot of land being registered. The Keeper will not look for additional deeds that may affect the plot except in the following two circumstances:
where the plot of land being registered is either a first registration application that falls within an already existing research area (RA), or
when the property being registered is a transfer of part of an existing registered title.
In both of these instances the Keeper will include burdens from deeds already established as affecting the RA or the parent title.
The description in the preamble of the burdens entry for a deed will only identify the location of the subjects disponed, relative to the subjects undergoing registration, if there are specific conditions in the burdens deed that are not considered general to the whole plot of land being registered, for example, restricting use of a particular area of land, or where only part of a title is responsible for maintenance obligations.
A reference will only be added to the cadastral map for a burdens deed when there are specific conditions affecting part of the title.
When is a plans reference required?
How does a legal settler know which rights, burdens and servitudes require a plans reference?
Plans staff will have added references for any specific conditions contained in the DIR or breakaway deed but will not have examined the prior burdens deeds. If it is possible from the drafting of the DIR to identify that prior burdens deeds affect only part of the plot of ground being disponed, and the deeds contain specific conditions that are sufficiently described to be shown with a specific reference on the cadastral map, it should be returned to plans. If the application includes additional information that identifies that burdens deeds affect only certain parts of the plot of ground being registered (for example, a plan showing the composition of the plot) then individual references should be provided where there are specific burdens that affect the subjects disponed in the burdens deed.
There will occasionally be instances when plans have not been able to provide a reference on the cadastral map for a specific condition - for example, poor quality deed plan, monochrome plan, missing plan, incomplete plan, etc. In those instances, the plans settler will have provided an LRS title note explaining their action. See the section on When Plans Cannot Provide a Reference for Rights, Burdens or Servitudes in the Table of Contents for additional guidance.
Does the deed inducing registration identify burdens deeds that affect only part of the plot?
When deciding how to complete the burdens section, and establishing if additional plans references are required, the legal settler should consider whether the DIR identifies burdens deeds as affecting only part of the plot being registered. This may be either express drafting of the burdens section of the dispositive clause or by limited interpretation of the description of the subjects. The following examples may assist:
This does not change the requirement to add a reference if there is a specific encumbrance that affects only part of a plot (e.g. a servitude) - see example 5 below.
General burdens and specific conditions
The Keeper will only provide a reference on the cadastral map for a specific condition, not for a general burden. Examples of specific conditions that should be referenced on the cadastral map include:
obligation on use of particular area e.g. landscaped area;
visibility splay;
boundaries, where there are obligations of creation/maintenance.
Further, under the 2012 Act, the exact location of any reference shown on the cadastral map is covered by the Keeper's warranty so there are some types of reference included on deed plans that should not be included on the cadastral map. Where there are burdens relating to an object that it is not appropriate to reference on the cadastral map, the wording of the deed, once edited, should make no attempt to identify the precise location of the object, instead it should merely reflect the tenor of the burden e.g. "obligation to maintain clothes poles". Plans settlers will not have provided a plans reference for such objects (clothes poles, satellite aerials, etc); instead they will have added an LRS title note informing the legal settler of the action they have taken with regard to that object.
Which burdens deeds require a reference for extent?
As stated above, the description in the preamble of the burdens entry for a deed will only identify the subjects in that deed if there are specific conditions or a minerals reservation affecting those subjects, and the extent of the subjects are such that the effect of the conditions would not impact on the use of the whole plot of land.
Where there are similar conditions in two burdens deeds but they are enforceable by the proprietor of two different benefited properties, then separate references would also be required.
When burdens don't affect the subjects being registered
If a deed referred to for burdens by the submitting agent has been returned to plans to provide a specific reference, and the plans settler advises that the deed does not affect the subjects undergoing registration, then the deed should not be entered in the title sheet, unless the disponed subjects are an adjoining property and deed contains burdens such as joint maintenance of a fence along with the subjects being registered.
If a deed referred to for burdens is not being included in the title sheet then the agent should be advised of its deliberate omission by letter, to be returned with the documents on completion of registration.
Boundary Obligations
An obligation on the grantee in a deed, and their successors, to maintain the boundary of the land being sold is a specific condition that affects the whole of the disponed subjects and should be reflected in the title sheet as being a burden on that land.
Where the subjects being registered are the whole of the plot of ground the obligations should be disclosed in the title sheet. When the subjects being registered are only part of the whole area disponed in the deed then the obligation of maintenance is less clear cut. The procedures to be followed are set out below:
When Plans Cannot Provide a Reference for Rights, Burdens or Servitudes
There will occasionally be instances when the plans settler has not been able to provide a reference on the cadastral map for a specific condition - for example, poor quality deed plan, monochrome plan, missing plan, incomplete plan, etc. In those instances, the plans settler will have provided an LRS title note explaining their action and advising the reason why the reference cannot be mapped. The following instructions detail the action that should be taken by the legal settler when the plans settler informs them of a reference that cannot be provided.
When the plans settler advises that a plans reference cannot be provided for a condition relating to a pipe, cable or wire
Sections 23(4), 26(5) and 28(4) of the 2012 Act provide an exception to the requirement to map conditions on the cadastral map when the condition relates to a right to lead a cable, pipe, wire or similar feature over or under a plot of land. In the scenario where such a condition is described in a deed as being shown on a deed plan, but the plans settler is unable to accurately map the feature (missing plan, poor copy plan, etc), the legal settler will verbalise the description of the condition in the title sheet.
When the plans settler advises that an encumbrance or servitude burdening the property being registered has not been shown on the cadastral map
The action to be taken by the legal settler will depend on the reason given by the plans settler for the lack of a plans reference. The most commonly encountered situations are set out below: