ISLAND HOMES HOUSING ASSOCIATION v BENET ALLEN CLAIRE LOUISE KEYTE

Decision date: 11 June 2013

Neutral citation: [2013] UKUT 258 (LC)

Overall AI summary confidence: high

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Short overview

This short overview is intended to summarise the case, issues and outcome so far as they are supported by the judgment.

AI confidence in this short overview: high

The tenant appeal concerned whether the Leasehold Valuation Tribunal (LVT) could alter credit entries in the landlord’s pleaded statement of account when determining service charges for 1 July 2007–10 June 2010, and what reduction under s.20C was appropriate for LVT costs. The Upper Tribunal held the LVT did have power to adjust credits that derived from figures the tribunal itself revised, accepted the landlord’s unchallenged arithmetic, fixed the balance payable at £2,840.16, and ordered that 3.2% of the landlord’s LVT costs be excluded from relevant costs under s.20C; no order was made as to the costs of the appeal.

Ratio decidendi

This summary is intended to identify the ratio decidendi, meaning the legal reasons for deciding and the binding part of the decision.

AI confidence in this ratio decidendi summary: high

A tribunal determining service charges may adjust credit entries in a pleaded statement of account where those credits are derived from service charge figures the tribunal has itself revised; only actual payments should be deducted when the tribunal fixes the charges. Also, where permission to appeal is limited to specified issues, the appellate court’s jurisdiction is confined to those issues.

Obiter dicta

This summary is intended to identify obiter dicta, meaning observations made by the way that were not necessary to deciding the case and are not binding.

AI confidence in this obiter dicta summary: medium

The notes record obiter observations that failure to reissue balancing certificates may be a matter the party should raise promptly and that analogies to CPR Part 36 are inappropriate where tribunal procedure and powers materially differ from the Civil Procedure Rules.