APPENDIX 8: Form VO 1009 - DOA Report - Case Summary

Defendable on Appeal Report - Case Summary
1. VOA Office: *
    Ref: *

2. Originating Body and Reference
*

3. Tax
*

4. Property Address
*

5. Taxpayer
*

6. Taxable Occasion
*

7. Valuation Date
*

8. Valuation Advice requested of VOA
*

(*Partnership Property/ Undivided Share/ Annual Agricultural Tenancy)

9. Tenure
*

10. Brief Description of Property
*

11. VOA’s Valuation
£*

12. Taxpayer’s Valuation
£*

13. History of Property
*

14. Further Information Required
*

15. Items in Dispute
*

16. State of Negotiations
*

17. Assumptions made by VOA
*

(In the event of these assumptions proving incorrect my valuation may be substantially amended)

18. Sector Leader’s Affirmation

    I have reviewed this case and am satisfied that the approach to the valuation is correct in principle and in law.

I am also satisfied that there is sufficient evidence available to adequately support this opinion of value (subject to any necessary consents being forthcoming)

……………………………………………..Sector Leader Date *

19. CEO Technical Adviser’s remarks

Technical Adviser Date

Office:

Ref:

* delete as appropriate

VO1009 (revised July 2009)

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