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Failing to Plan is Planning to Fail (Part 4): Wills and Estates in Jewish Law
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The second part in a series for the Boca Raton Synagogue (BRS) men's afternoon kollel. For more content, visit http://www.rabbiefremgoldberg.org.
Categories:Torah
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Auto-generated transcript. Not time-synced to the video.
okay good afternoon
and welcome back to the men's afternoon
cola apologize that we are
just a few minutes behind but uh thank
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source sheets
somebody uh who's watching
okay thank you rabbi brand as always
okay
so we are going through the
considerations jewish legal
considerations in wills and estates
we've spoken about the importance of
having a living will which is not our
topic for today
we've spoken about the importance of
having a halachic will to ensure that no
one is
stealing that if somebody takes them who
are otherwise the rightful
heirs that you are not stealing from
them and what's involved in having a
halachic will before that we talked
about aids
ethical will and ensuring that a person
is
leaving instructions not only what to do
with their money and their assets and
their property and their real estate
and their holdings but their values how
to ensure that children grandchildren
and generations to come will not only
inherit material physical possessions
but will also inherit a vision and a set
of values and how important it is and
how many of our great
uh earlier mothers and fathers left
eight zava left what we call an
ethical will we talked about the
propriety of leaving
a significant portion of your estate too
to tstaka how much should be left to
stuck how much should be left to your
children
a parent's responsibility to position
their children to succeed the best
platform
for them to live that life pursuing
those values is to not have to live in
fear or crisis
when it comes to money and therefore
it's the best of one's ability
to position their children and
grandchildren so they can focus on torah
and mitsubishi all the while still being
ambitious and aspirational
to grow in the ways that they want to
and should be able to
should be able to grow one of the
success you should consider is the brs
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and then we came to the question of
whether one is obligated to follow the
way it appears in the torah
prescription of the torah of the way it
organizes what we have to leave our
children in the story of binocular and
we saw that follows it
a son and then the sons children and
grandchildren if you don't have through
a son
and then it goes uh the different
directions upside down daughter
and so on how does one circumvent how
does one
short circuit that system of what
demands
and leave a will that's more equitable a
will that will leave
greater harmony within a family is our
question we spoke about the bachor
the because the first son is no tel
pishnin the firstborn son takes a
double portion but they don't get a
double portion and everything they only
get a double portion said the mishna in
that which the father was muksak actual
real liquid holdings
that which was potential like debt
that's not yet been recovered does not
and we saw machloke's debate how does
one view money in the bank in a bank
account
is the bank account considered the real
money of the parent
or is the bank account considered the
potential money essentially money that's
been lent to the bank that makes paying
interest on
that will recover when you want to be
able to take it from the bank we saw
similarly
is a government bomb when you hold the
bomb when you own the bond
is the document the star of the bond is
that as significant as
legal tender as as money as bills or do
you say it's potential until you
until the bond matures and until you
have the actual assets of the bond
that's considered potential not real
that too was a
was a mach locus so the application of a
getting a double portion the
eldest son getting the double portion
is not so simple or straightforward but
again there are details to be the first
born it meant
not born through c-section that is not a
first-born
born because that baby has been removed
from the mother but not born
at least according to the definition of
being born
we saw it as to be the firstborn of the
of the father
even if it's not the firstborn of the of
the mother and that brought us up to
where we are now the rashford which we
began
where we ended with last week and we
said we're going to begin with this week
source
28 if you're looking at the source sheet
it's on page 10.
so the chubus of the rashba the rashbord
of some of the great rishonim
one of the great medieval authorities of
commentators on the talmud and then
authorities of of
torah law of halakhala and he says the
the following he deals with the question
as we spoke about or set it up
on last time the rajvo is dealing with
the following
question it's over here
the rashford was dealing with the
following question roofing
has a daughter leo is married to shimon
and they give birth to
and they give birth to a daughter and
shortly afterwards both leia and the
daughter
expire they leave this world reuven then
claims based on the law of the land
based on the dina de marchusa based on
the law of the land reuven says the
money comes back to me
it had been my daughter's dowry my
daughter and my granddaughter both died
so that son-in-law who has no continuing
connection to me
doesn't get the money it comes back to
me and the son-in-law says what are you
talking about
the halacha is that a husband inherits
his wife
and since a husband inherits his wife
the money really comes to me we went
through these
as well a husband versus a wife a wife
from a husband
a wife is supported from the estate
until she collects herksuba
but she doesn't inherit the principal a
daughter receives a dowry from the
estate
but she doesn't receive any principle
unless one employs one of the mechanisms
that we'll still get to later on in
order to circumvent it so the rashma was
asked who's right
do you follow the law of the land and
does the father-in-law get his money
back
that he had really only given ever as
part of a dowry
or do you follow the law of the land or
do you follow the
halacha is the son-in-law right when he
says what are you talking about
the says that a husband inherits his
wife the money really belongs to me
and the rashford we ended last week by
telling you in very strong terms the
rash was unequivocally clear
and the rashford is very strong it says
when does dina di
sadina when is it that we follow the law
of the land when it comes to taxes and
when it comes to sewage
and garbage collection when it comes to
interpersonal
relationships our relationships with
society and civilization
when it comes to our responsibility to
the secular world around us they were
bound
by the secular law it is a jewish law to
observe
the secular law so those are the taxes
imposed upon us
and they're not in violation or conflict
of a jewish law we're bound by the tax
law
if the speed limit is the speed limit
universally placed upon us for the good
of society
a social contract we are bound by the
speed limit
that is dina de mahusa dina but says the
rashba
when the dean of the mahusadina when the
law of the land is in conflict with the
law of torah on an area
that is not the business of secular
society that has no that's not their
interest
how we how we uh execute the laws of
yerusha the laws of inheritance and
bequests
that's not the business of the king of
the government the jewish law has its
own system
jewish law has its own formula jewish
law has what to say then jewish law will
supersede
with the secular law you would not apply
dina de mahu sadina
in such a circumstance this opinion of
the rajba who says that in fact
to follow the law of the land over the
is corrupt and will lead to zela just to
look at his words again
uh it's source 28 as i said on page 10
if you have the sushi
he says
our rabbis are our fathers and we're
obligated to listen
we are a nation we have our own distinct
and unique laws they come from god
he gave us the blueprint and he gave us
the manual he gave us the instructions
of what is moral and what is ethical so
one of those moral and ethical laws is
to follow dina de marchusa
but that's when it comes to society when
it comes to laws of inheritance which
are between jew and jew
parent and child that we have our own
system
if you're going to uproot the
inheritance of a father on children
you're going to knock down the walls of
torah okay
you're going to uproot and you're going
to
remove the branches
anyone who says that you return the
money to the father because it's his
dowry and that's what the civil law
dictates
toa is making a terrible mistake the
ghazlanu ughzala yashiv
and therefore if the father takes the
money back because he's following the
civil law
and he takes it out of the hands of the
former son-in-law because he's
having the civil law supersede the
halacha he has stolen
and he has a obligation responsibility
to return
that which is stolen the rama of moshe
israelis follows this
yosey follows this and the rama follows
this and they conclude
does not override hilhos yerusha in the
area of inheritance and requests
the law of the land does not he does not
override the
and therefore a conflict between the two
we follow
this seems to be the opinion of as i
said the base yosef and the rama
and many many other postgame now it's
clear so the following question comes up
what happens if one did not take the
proactive steps to make a halacha quill
living so somebody meets with their
estate lawyer who's not jewish or a
non-observant jew and not a non-uh torah
scholar
and they had no idea that there are
rules that govern how we
leave money to children and
grandchildren or to whomever and they
don't understand that torah has a
prescription and a formula
that we have to work within and operate
within so they write a simple
secular civil law and the person dies
only having left a secular civil law
so what is the halacha for the
benefactor for the inheritor
of that law of that of that will
are they stealing from the other from
whom would have said they have to
so let's say a man divides his state
he's got a son and a daughter he gives
for simplicity 50 to his son 50 percent
to his daughter
and he never had a halachic will he did
not come to the afternoon colo
he didn't have the benefit and the
beauty of the doctor you talked
belzon-based madrish
and the uh cola the afternoon call of
brs
for which you should all go to
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please show your hakarasa sato by doing
your part
and by and by giving so this man wasn't
part of the kolo
and he didn't hear the the series on
wills and estates he didn't know
he left simply a secular civil will and
he left the 50
of his estate should go to his son 50 to
his daughter
says a hundred percent goes to the son
the daughter's only entitled to collect
her dowry
if she is single or certain other rights
are privileges in the estate
but she's not entitled to any of the
principle of the estate itself
so if the son if the daughter rather
says well dad abba tati
left a will and he said i get 50 and the
son says nice try sis
that's what it says in the civil will
but halacha says i get a hundred percent
i'm going to take you to a bayesian and
now the basin has tapaskin
do we take the 50 out of the hands of
the daughter or do we let her keep the
as stipulated indicated in the will the
second a civil will of the
father essentially this is the question
of the rashba
will the civil law supersede halakha or
where the father didn't observe in
leaving his will
does the does dictate we follow the
hierarchy or can you follow the secular
civil will
in such a situation or moreover
let's give an even more specific example
someone didn't leave a will at all
if someone didn't leave a will at all
what is the halacha a person dies
into state which means a fancy word of
saying they died
without a will so what will happen civil
authorities step in
and there are trustees or whatever state
people who step in and they examine and
they figure out the value of the estate
and they follow whatever the civil law
is in dictating and determining
how to distribute the estate in
accordance with the laws
of of uh of estate planning or whatever
the state laws are
so um so the civil authorities will
distribute and they're going to
distribute in ways that differ from the
halacha
in ways that differ from the so is the
person who receives that gift
so let's say i don't know what the
estate laws are i see we have some
lawyers who are listening
so you do so don't correct me if i'm
wrong because i'm only saying this
to illustrate but let's say the inter
interstate laws intestine i forgot the
fancy word is
the interstate laws say that if a person
did not have a civil law a secular
will so we're going to give it to the
closest relative and we determined
that was a cousin twice removed and we
called the cousin and we say good news
for you just won the lottery
you got all this money and he happens to
be from yet he happens to be a torah
observant jew
and he wants to know he goes to his
rabbi and he says but what do i do
because i looked at the says rather than
me
the one who should receive this is a
different cousin is the uncle is the
whomever
says someone else gets it not me so he
goes to israel he goes to the position
and he says
what's the the civil law the interstate
law that said that when no will is
filled out said that i get it but
al-aqsa says someone else gets it
am i entitled to keep it so according to
the rash but you would have thought it
was a very short answer
according to the rashford what's the
answer absolutely not
you must not and cannot keep it if you
keep it you're violating
you're stealing you must not you cannot
keep it you're absolutely stealing
god forbid how could you do that
according to the rashba halakha will
supersede
civil law in this in this circumstance
and in this case
however we come to ramosha's
the halo guru of moshe feinstein's
it takes her of moshe to write this and
says her moshe the following
we're in source number 30 on page number
11. source 30 already well it is part 4
of this
of this class so
and the question is the following let's
look at the question together and then
we'll see a summary of this chuva
bedova let me make it a little bigger
i'll pretend it's for you but really
it's for me
because i'm getting older you did the
arab hagon but sallallahu alaikum
shalita gonadesdan
patterson so i guess paterson had an av
based in at the time
and the av based on of paterson i assume
this is paterson new jersey
which is where yavin academy my
elementary school was before it moved to
paramus
paterson new jersey had an albays then
at some time named
and he submitted her emotional following
question
the um will of a woman whose money was
in a bank
lite ma'am gamla staka to give and and
the woman indicated in her will
that a portion of her estate which is in
the bank should be left to
money to staka it's taco like for
example
the brs online dot org global campaign
so he says look the money's really
should have come to me so she's leaving
at some times taka
that should fulfill the promise the oath
the nether i talked against
not to talk about
maybe this man who probably did go to
the beers afternoon koala have such an
einfowl
such a great talmudic logic he said
really
the will of my wife is a garnished she
has a will it's not a halachic will
it's a secular civil will so in her will
when she says
banks should give some of the money to
the stucco and i parenthetically
i by the way also made a nether i took
an oath a promise i was going to leave
money the same stucco
so really her secular civil will should
have been an absolute nothing
halachically is the husband should have
inherited 100 of what she has
the fact that the secular civil law is
going to take what she indicated should
go to the charity
out of which should have come to me
allah and give it to the charity
that should fulfill my oath of what i
promised the charity
what a great iron fight what a great cop
of this husband
really 100 unlucky should have come to
me secular civil law is going to take
out of what's coming to me
what she said secularly and civilly
should go to the charity
i happen to have made an oath a promise
a pledge to give to the charity
the money that should have come to me
but that's gonna go to the charity
because of her really is coming from me
because i should have inherited her
and therefore it should fulfill my
nether it should fulfill my oath
my promise my pledge this was the
question posed to
moshe is this person's lumdas is his
kiddish accurate is it correct
or let us paraphrase essentially the
question to ramosa is
that here's a will drafted according to
secular law
but not halacha is it halachically
binding
is a will drafted according to secular
law but
binding now i will reiterate over and
over again
it is certainly not what should be done
even though we're going to see ramosa's
very novel and very very
minority very not normative opinion in a
moment
but even with ramosa's opinion one must
have
will if you've been listening to the
series and you've not called your estate
lawyer
to revisit if you do not have the halal
parameter all you have to do is insert
one paragraph to your will to make it
we're not even up to that yet but we
will get there
so please god everyone should live long
and healthy it's a schoola
if you take care of your will it's ava
it's a school of arakas yamam it's not
really but that's what we say to make
you do your tava
it's a school of our rich it means
please god everyone should live a long
long and prosperous and healthy and
happy life
together with the brs global community
which they are a partner and have
contributed to
at brsonline.org global how come you're
all running there probably because you
don't want to interrupt the learning
you're going to go after the colo
but make sure you visit it after the
cola and give if you're not yet a brs
member
please do your part and show your
gratitude so ramosha was so you have to
have a halache quill
even ramosh's opinion of moshe's opinion
has been heaven the emotions opinion is
after the fact
someone only drafted a civil secular
will not a halachic well
what would allah say do you disregard it
and follow the
or is the silver secular will binding in
some manner
that was the question to moshe but
ramosa of course agrees you have to have
a halachic will
you have to draft it according to allah
guidelines
the question is will this be binding
this was the question posed to
leilaga feinstein
and ramosa has the following enormous
kiddish we're not going to learn the
whole chuva the whole shuba is here on
this one page
simon kavdal in evanescence again i'm
happy to email the source sheet
to anyone who would like it please be in
touch with me and especially happy to
send it to those who are members of the
beers global community
or members of brs we'll just look at
ramosha's conclusion
and ramosh has a very very novel
conclusion
and he says that a will drafted in
compliance with civil law
is halachically valid and an heir to
such a will
is not a thief they've not stolen
from whomever would have determined
should have been the beneficiary
of the will says ramosha if all there is
a secular will
it is binding and whomever the secular
will
gives a portion or the estate too is not
a ghana for a gasoline has not stolen
from whoever should have been the
beneficiary halal and they
need not or must not uh they're not
obligated to return it
how does he come to this conclusion how
does he come to this conclusion
he says the following let's look at his
last paragraph
this is a great reason why in this land
america
in our land people follow a secular law
it's a prophetic will
but if you don't have it will people
still observe and keep their secular
will
then
um they didn't understand
why they weren't relying on ramosa's
kirish but nevertheless
if they're not navy and banana vm they
got lucky
they did something which is going to end
up being halally binding
even if they don't appreciate or
understand the mechanism diane grunfeld
diane grunfeld was a great dying on the
london based in diane grunfeld
wrote up the jewish laws of inheritance
a wonderful book and i should mention
that we have been collecting this series
of which we have a long way to go still
from wonderful articles actor
and the great article that was sent to
me that was in the journal khakira
called the propriety of a civil will
yehuda warburg
a yehuda warburg who is
a faculty of law dr jurisprudence dying
serving the hasidic man orthodox
in shiva communities of new jersey and
new york he has a long article the
propriety of a civil will
in the journal they're all well worth
reading and
we're referencing or many of our
references or sources come from these
many articles and the prescription safer
and many others so this is one of them
the jewish law of inheritance from diane
grunfeld
he quotes here but moshe feinstein of
new york goes much further than reach of
england
and regime izzy garzinski we'll come to
their succumb in a moment and maintains
that a testament made by a jewish person
according to the law of the land
whilst he was in good health is valid in
jewish religious law
although there was no kinion because a
donation made in such a testament does
not need a kenyan
this was from moshe's how does it work
exactly the question is what is ramosa
doing
that's working what is ramosh saying
there's no kenyan
misa you can't transfer money after you
die
so how is it that a secular will should
work really at the moment the person
dies
at the exact moment that a person dies
whomever halacha determines should
receive the money
should receive the money should be the
one who then owns the money that should
be the halacha
so if that's the case that the
beneficiary should get the money
immediately
and there's no way to transact there's
no way to transfer ownership la remissa
after death
how was the secular will binding that
was really the question
that emotion is going to have to deal
with that's what emotion is going to
have to deal with
ramos says that one can follow the
secular will and you're not considered
stealing you're not violating allah
and the secular will will be binding
even though it is connected even though
it is in
inconsistent with halacha how
the question is what's the mechanism for
moshe how will the money transfer
so again beryl dies and he has a hundred
thousand dollars
and he has a secular will saying that 50
000 goes to his daughter
or he had no secular will and now
secular law is going to step
in and say examine the estate and make a
determination of to whom
the money should go so ramosha says
good you could follow the determination
you could follow a secular will you
should have had al-aquil
he was wrong not to have al-aquil but
you could follow a secular will
but the question is how what's the
mechanism doesn't allah make it
that the son should have gotten 100 at
the moment of the father's death
so where does the girl come later to
come to the estate and say give me 50
just because the secular will says it or
in the case that there's no will
halacha says immediately it should kick
in who should benefit from the money
so the fact that the estate comes along
later and makes the determination
what is the mechanism of transfer
after someone die in order to be able to
transact
in order to be able to transfer
ownership in order for someone to
acquire from someone else
the someone else has to be among the
living you have to be alive
so if if the owner is deceased
how can he transfer ownership
to someone else that is the question
that is the predicament or the dilemma
that's facing ramosa in his position of
why it should work that a civil
secular law should be halal binding so
this is
moshe's heritage his heritage is you
don't need a kenyan in such a situation
jewish and non-jewish law differs as to
whether the effect of the particular
clause in the testament
i give him a quest only sets in after
death in spite of the fact that in
jewish law a donation cannot be affected
after the death of the donor
ramosa writes the following
vein even though the bequest is a gift
posthumously and there is no acquisition
or transaction after death
shaqvar aina shallah in this case
promotion is true but he's dealing with
a woman
so the money is no longer hers to give
it to a stakka to give it to the husband
to give it to whomever it's no longer
hers
so therefore how could the matana how
could the gifted stakka
be binding after her death she's no
longer here to give it
and nothing can be transferred without
someone to give to transfer
habadin
the moshe's magic words are in kenyan
there is no greater transfer or
transaction
than that um
here's the translation of rav moshe
although we're dealing here with a gift
to be made after the death of a donor
and there's no such thing as a kingdom
after death as the object no longer
belongs to the donor
and such a gift is therefore not valid
in jerusalem nevertheless
according to the law of the land that a
person can legally transfer with effect
after death
money or any other object which at that
time obviously no longer belongs to him
or her
but in essence it is clear according to
my humble opinion to zero moshe
that a testament of this kind the
dispositions of which will certainly be
put into effect by the authorities of
the country
does not need a kenyan as one could not
imagine a more effective kingdom than
this
in other words can't imagine
a kenyan but if the law of the land will
take it out of the bank account
and put it in someone else's that
replaces the kinion we couldn't imagine
there is no kenyan gadomizes as ramosha
meaning we don't have a means
of transferring the ownership from
someone who's deceased
but if the law of the land transfers
that ownership
kenyan gadomizer hence since the kenyan
is not necessary
the leagues can uphold their right also
against the persons who are the proper
heirs by total law
although there's no such thing in jewish
law as a gift after the death of a donor
so in other words halacha doesn't
recognize kenyan
because allah has no means to do it but
where
has no mechanism or means to transfer
the ownership after death
that's where the civil or secular law
steps in and says
that they do have the ability they do
have the ability
and therefore even someone can point to
the civil law and say
that's the mechanism you allah have no
mechanism but
recognize secular law and secular law is
in itself the mechanism
of the transfer and therefore according
to moshe
that is exactly how it's going to be
it's exactly how it's going to be
binding
it's a huge hadisha from moshe it's a
huge kiddish ramosh is basing his view
on the suggest of tonight's then
in the binyan dekhnen bin indikaran
in the end of his uh in baba bassandhaf
and at the end of his disquisition which
is a fancy word for saying his chuva his
essay
he remarks as we had read this is a
valid reason why in the usa people rely
on such testaments and do not hesitate
to accept league legacies based on them
and although not all who make such
testaments under the deeper halachic
reason
in other words when you rely on the
secular civil will
and you don't employ a halachic will
you're not doing it because you know the
dinim of
en kenya la chamisa abba in kenyan
gadomizu
you're not knowing the whole lundis
ramos is conceding
that the average person who has a
secular will and doesn't have halachic
doesn't know the alumnus of the
mechanism but they have the right
intention because if they're not
prophets the descendants of prophets
that is ramosa's enormous enormous
there's no recognition of the jewish law
of a kenyan because assets no longer
belong to the person
but according to the law of the land
they can transfer even after death
and since according to the law of the
land they can transfer after death
ramosa says there is no greater kenyan
than this it's a such a huge
it was not accepted wisely widely diane
arya leib grasnas
who was a prominent dying on the london
based in
wrote a strong and thorough and
comprehensive critique
over moshe's chuva and his chivas lave
arya
diane grossman chuvos he wrote a
uh very strong critique of ramosa's
truva and it's not just diane grossman
he writes here as well uh diane
grenfell's writes whether rabbi finds
this allah gathering towards testaments
made in accordance with the law of the
land without a kingdom by testitures
in a good state of health will be
accepted by his allahi peers
is doubtful although refined himself
belongs to the leading
of our time in other words you can't
dismiss her moshe you can't dismiss her
moshe
and by the way in obeys then it might
uphold if somebody comes in
who is the beneficiary of assets through
a secular law
and a relative comes in and says well
according to i get
so they might be able to tell the base
then to represent to the based in
i follow ramosa i have the right to
follow rob motion ramosha would say the
secular civil law is binding how would
the based in pascan
in such a situation they may not hold
the remotion therefore their sac
may not reflect rabosa so that ingrosnas
rejected it and diane grunfeld here in
his book the laws of inheritance
references
that it was not widely accepted but to
tell you how not widely accepted it was
a goldberg satsang an article rejected
it the five o'clock
did not accept it and several of the
earlier commentaries also disagree with
of course
the lumdas of ramosa sovereign
and the uh and others
what was dying grossness's major
argument against it his major argument
against it was
to to disregard uh the um
the argument of ramosa was the following
this is gemaran tamura
in islay vary in his chuva he says the
following where is it in lay variety
based it's not here in the source sheets
diane grossman is truva
but i'll tell you is one of his
arguments the gemara says in tomorrow
the gemara says that if there's a
conflict
between what an individual wants to have
happen and what hashem or what the
determines should happen which do we
think
supersedes the other what should be what
would you think
obviously hashem's directive so what
happens a person has an animal and the
animal gives birth to a firstborn
the firstborn is born and now the person
says
i dedicate that animal as a carbon ola i
am sanctifying that animal to be
a special carbon or carbon ola now what
is the
real status of that first born animal
the real status of the firstborn animal
is a
bachor a bachor has certain rules to it
and so which is it is the animal
determined to be a bachor
or is the animal determined to be an ola
the owner of the animal
says i want it to be a carbonola but the
almighty has already determined
that he wants the animal to be a bihur
so is the animal of bachor or karbanola
that is very very different denim
so the gemara there in bra in in temura
says that the
status of the animal is a bachor because
of a koshbot will determine what it
should be
your declaration cannot overcome
or supersede or trump the declaration of
what hashem wants
says dying so similarly over here
if one stipulates that death that they
want the assets to go to
someone that they determine in their
secular civil law but
which is the mouthpiece of the
mouthpiece of akuras bar who comes along
and says
i don't want it to go to that person
says it should go to someone else.
just like the gemara tomura says what
god wants
comes before what we want similarly over
here what god wants will come before
what the individual wants and therefore
supersedes the second civil will
and not the secular civil will it will
not be
it will not be binding so this was a big
finish of ramosa
really it's only of ramosa many most
others disagree
and they disagree with an enormous
consequence the consequence with which
they're disagreeing about is
will it be zela will it be geneva
according to ramosa
if the beneficiary of the secular will
keeps it and does not give it
to whomever should have been the best
beneficiary according to the
according to the will according to moshe
they're not a ghanaf
whereas according to dying grossness and
these other post games that we mentioned
that individual would be a god of
because the is what should and must and
must supersede
okay so emotion really is a das when it
comes to
when it comes to this area okay moving
right along we'll start the next
the next topic we still haven't gotten
to we're not going to get it today maybe
we'll get to it next week we have
several more parts to this series about
so what's the halachic mechanism
what do you insert into the will in
order to
circumvent the halachic formula or
hierarchy if you have two children a boy
and a girl and you want to give 50
of your assets to each how do you do
that because you're violating what the
would say so relying or leaving it for a
secular will
is not enough according to emotion it
will work but according to everyone else
it will not be enough so what do you do
what do you do
what about another factor maybe even
without ramosa
maybe even without ramosha's enormous
heritage about secular will
what about another halachic institution
called mitsula kim divre amaze
we recently gave a chabura about mitzvah
kings of rames
we spoke about some aspects of it but i
want to talk about some other aspects of
it
in the context of our series here on
jewish considerations and wills and
estates so the gemara
in baba basra tells us the following
source 32 on page 13.
you can perform an act of inquisition of
acquisition
with a shrive mera even on shabbos
normally we don't do transactions on
shabbos
why mecca remembers asur why because
shamarictov might come to write
people normally record their
transactions that's the responsible
thing to do is to record a transaction
so therefore a person might record their
transaction and come to right
but an exception is a shrivera somebody
on their deathbed
somebody who is considered
terminally ill so you are allowed to
conan king and you can make a kenyan not
you know how to write on shabbos
but you can do an active acquisition
but this is not done out of concern and
the opinion of rebellion
gift requires an act of acquisition i
will shem a titra of daito love
it is because the rabbis are concerned
the person's mental condition will
deteriorate
so it's part of maintaining the person's
um well-being which supersedes the laws
of shabbos
you're allowed to do that kenyan even on
shabbos
that is allah of a shrive mehra the
gemara the the mishnah
also there in baba sir rebbi eleazar
omer basham is the verb
gives his positions orally and shabbos
his words are
because we forgive the fact that he
never wrote it down because
because you know that i write in shabbos
so let's say a person has no will
they have no secular will they have no
halachic will they've never recorded
an indication of where they want to
leave their estate
but now it's their deathbed and on their
deathbed they say leave it to this one
leave it to that one leave it to the
other one
this is what i want to have happen with
my things so they have the status of
me and divresh
the instructions of someone on their
deathbed we treat it as if it was
actually
a recorded will so when is that such
says only on shabbos shabbos you
couldn't write it down
so if you recited it orally if you
articulated what you want
then we will consider it binding avalo
behold
will be sure oh maybe not only on
shabbos
but even more so during the week even
more so
so the gemara gittin source 34 explains
the following
gemara gideon says the principle that
you have to obey the commandments of the
deceased holy monolith one hand is agent
of money he says take this to so-and-so
so according to one the money goes to
the to the center
but according to the bryce another bryce
of the money should be given to the
heirs of the person to whom it was sent
in other words you go try to give it to
to to
avram but you can't find avraham so do
you bring it back to the one who sent
you
because the instructions was to give it
to an avraham do you bring it back to
to avraham to do you bring it back to
the one who sent you or do you say i
couldn't find an avraham but i found it
like his son so since i was sent as an
agent to deliver to avraham but i
couldn't find avraham
the next best thing the next closest
thing is to give it to yitzhak his
son that the gemara records as a mach
lucas
the gemara continues
is not the equivalent of a choir so when
you said take this to so-and-so
you didn't say acquire it on behalf of
so-and-so
so as long as the is alive you got to
bring the money back to him
because the instruction was holy was
bring it go with it to him
but not acquire it on his behalf if you
had said acquired on his behalf
then his inheritor would have accepted
if he's no longer alive
but he said holy bring it and when you
got there you found that he's not alive
so his son doesn't get it you bring it
back to the sender
but in a case where the sender died
while the recipient was still alive
amina and mitzvah
and devre you have to listen to the
words of the deceased
the recipient acquired a claim to the
money upon the sender's death even if he
subsequently died
the money is given to the heirs so here
the money git and articulates this
principle
mitzvah divreihan again we spoke about
this you could find it find it on
youtube
and please subscribe on youtube you can
find it on yutora rebecca from
goldberg.org we spoke about mitzvah kind
of
amazed where do we learn it from this
with the kind of rames we learn it from
yaakov making his son yosef swear that
he's not going to bury him in mitzrayim
and that he's going to follow through on
the instructions to him this is big
machlokas we spoke about
if there's a mitzvah kind of if there's
an obligation to follow the instructions
of someone on their deathbed so then why
did yaakov have to make yosef swear
you remember yosef holds on to the only
religious object at the time and he
makes an oath he promises his father
i won't leave you here in egypt moshe
fulfills that promise we just read a
couple weeks ago when he takes joseph's
bones
that was yosef's promise takes yosev's
bones but yosef had
made a promise to his father yaakov he
won't leave him in mitzrayim
won't leave him in israel either why did
yousaf have the problem promise
if mitsula came to rames so some wanted
to prove from there
how far do we take this principle
mitsula kind of
does it only apply to monetary issues or
does it even apply to non-monetary
issues
what if the instruction is not
financially based what if someone says
i don't want you sitting shiva for me i
don't want you to suffer that whole year
you're not going to be able to go to
simchas i want you to be able to go i
want you to listen to music
i want you to be able to take haircuts
so mitzvah i'm different amaze
do you follow the will of the one who
tells you how far does mitzvah come to
every maze go
do you have to listen to the will the
wishes the words of the deceased
only on financial matters or even on
non-financial super financial matters so
that is a mach locus in a debate
centering around why yaakov made yosef
take the promise
but there's another caveat and toast
will end with this and pick up from here
next time
tussles and getting off your gimbal and
also 36. tosos
give a very very important limitation to
the rule of making dividends
that you only apply the obligation to
listen to the words of the deceased
when you only apply that in an
area of when you have a third party
holding the money
if the money was given to a third party
then mitzvah came to rames
now it's very interesting we'll pick up
with this next time why would there be a
tom say that and urbano times view is
considered the normative
you only apply mitzvah kind of amaze
which again the whole reason we came out
to this is
someone who didn't have a halachic will
and they only had a secular or a civil
will
so do you follow the secular or the
civil will that was how he came onto
this that was the question according to
moshe even the secular or the civil will
will be binding that was ramosa
but leave out rabosa even before you get
to moshe will you apply it
do you say mitzvah kind of so rabbenutam
has a significant limitation
that you will only say mithril kind of
if the money
has been given to a third party to hold
why that is we'll pick up
next time and we'll see whether you say
mitsuke if somebody doesn't have a
will and then we'll get to please god
soon eventually
how to have a proper halachic will but
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