Revenue Note for Guidance
(1) Where a person contracts to purchase property and then sells it to a sub-purchaser before s/he has taken a conveyance of it, then, where the transfer is from the original seller to the sub-purchaser, duty is payable on the consideration paid by the sub-purchaser. Although not expressly stated in this section, the provisions of the section extend to a chain of sub-sales.
A agrees to sell her house to B for €400,000. B, before taking a conveyance, contracts to sell the house to C for €435,000. At B’s direction the house is conveyed directly from A to C. The stampable consideration is €435,000 i.e. the consideration moving from C. As the property is residential the duty chargeable is €4,350 (€435,000 x 1%).
A agrees to sell 10 acres to B for €80,000. An agreement is signed but before the conveyance is executed B enters into a contract with C for the sale of the land to C for €60,000 (say the market has dropped and B decides to get out). On closing, the conveyance is executed from A to C. The stampable consideration is €60,000 i.e. the consideration moving from C. As the property is non-residential the rate of duty applicable is 2%.
A agrees to sell a site to B for €65,000. An agreement is signed but before the conveyance is executed B enters into a contract with C for the sale of the property to C for €45,000 (i.e. at undervalue). On closing, the conveyance is executed from A to C. As the conveyance is by way of gift (see section 30) the stampable consideration is the market value of the property i.e. €65,000. As the property is non-residential the rate of duty applicable is 2%.
(2) Provision is also made for a case where the property has been sold in parts or parcels to one sub-purchaser or to a number of sub-purchasers. Each part or parcel is only charged on the consideration paid by the sub-purchaser for such part or parcel.
A agrees to sell her farm of 90 acres to B for €160,000. Before taking a conveyance B sells 50 acres to C for €100,000 and 40 acres to D for €70,000. At B’s direction A conveys 50 acres directly to C and 40 acres directly to D. The stampable consideration in respect of the conveyance to C is €100,000 (at the rate of duty applicable to non-residential property i.e. 2%) and in respect of the conveyance to D is €70,000 (at the rate of duty applicable to non-residential property i.e. 2%).
(3) Where a sub-purchaser takes a conveyance from the person who sold to him or her, and pays ad valorem duty on this conveyance, any further conveyance of the same property to the sub-purchaser by the original seller will be chargeable only with such other duty as it may be liable to, which duty shall not exceed the ad valorem duty.
A agrees to sell her house to B for €130,000. B, before taking a conveyance, contracts to sell his beneficial interest in the house to C for €135,000. B conveys his beneficial interest in the house to C and C pays ad valorem duty of €1,350 (€135,000 @ 1%). Subsequently, A also executes a conveyance transferring her legal interest in the house to C. The conveyance from A is not chargeable to duty as it would not be regarded as a conveyance or transfer on sale.
(4) The consideration moving from the sub-purchaser, in a case to which subsection (1), (2) or (3) applies, is to be ascertained without regard to—
relating to the subject matter of the conveyance which was not in the contract entered into by the original seller, and
A contracts to sell property to B for €70,000. B contracts to sell the same property to C for €20,000 plus an annuity of €2,000 p.a. for B’s life.
As the annuity portion of the consideration is ignored the lump sum consideration of €20,000 is not adequate and the conveyance from A to C is stamped on the market value of the property i.e. €70,000.
(5) Consanguinity relief (see Schedule 1) does not apply to instruments effecting sub-sales. Neither does the relief for transfers between spouses apply (see section 96).
(6) Any conveyance to which subsection (4) applies is deemed to be a voluntary disposition inter vivos, and, therefore, chargeable on the market value of the property conveyed.
Relevant Date: Finance Act 2014