If the co-ownership life has the undeniable advantage of spreading the costs, it also implies paying a certain number of annual charges which can weigh heavily on the co-owners' finances.
In order to make an informed commitment, candidates for purchase must therefore have access to a photograph of the accounting situation of the lot they covet. This is the object of the "dated state".
Take out the calculator
Mandatory for any sale of a condominium property (including a simple parking lot), this legal document has strict content, which has long been framed by law. The first part concerns any unpaid amounts from the co-owner transferring the accommodation. We target what he owes for the expenses of previous years, but also for the provisions payable as part of the forecast expenses. Advances not provided for in this budget must also be recorded since a decree of June 27, 2019.
A second component targets, conversely, all the sums of which the co-ownership syndicate could be liable vis-à-vis the seller. A third part is also reserved for what the new co-owner will have to pay to build up reserves of funds, as well as the provisions not yet due for future expenses.
History to have all the figures in mind, the dated statement must finally specify what amount corresponded to the lot in the provisional budget and in the total expenditure outside the provisional budget, for the two previous years.
An expensive service
In short, this accounting document is a very complete summary of all past, present and future money transfers for the lot concerned. Except that to carry out this task, the co-ownership trustee is generally paid by the seller owner, who alone bears the cost. Although the rate for this service must be negotiated in the trustee contract, its amount, which varies greatly from one residence to another, has long been criticized.
At the start of 2019, a survey of 60 million consumers relating to around twenty contracts revealed that the dated report was invoiced on average 497 euros. To justify this price, the managers indicated that this task took between four and six hours of work. A duration largely overestimated according to the association, which reminded at the time that current accounting software made it possible to draw up this balance sheet in less than an hour.
After carrying out its own investigation, the National Institute of Consumer Affairs, meanwhile, estimated the average cost of this document at 598 euros in August 2019, with invoices reaching up to 1,260 euros in some condominiums.
380 euros maximum
To limit these excesses, the Parliament has provided for a legal ceiling on the state tariff dated from 2014, through the Alur law. Except that the necessary application text never appeared. Six years later, this provision can finally come into effect thanks to a decree published in the Official Journal of February 23, 2020.
As of June 1, the amount of the dated statement can no longer be invoiced above 380 euros including tax.
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