Mishnah
Mishnah

Halakhah for Bava Batra 8:5

הָאוֹמֵר אִישׁ פְּלוֹנִי בְנִי בְּכוֹר לֹא יִטֹּל פִּי שְׁנַיִם, אִישׁ פְּלוֹנִי בְנִי לֹא יִירַשׁ עִם אֶחָיו, לֹא אָמַר כְּלוּם, שֶׁהִתְנָה עַל מַה שֶּׁכָּתוּב בַּתּוֹרָה. הַמְחַלֵּק נְכָסָיו לְבָנָיו עַל פִּיו, רִבָּה לְאֶחָד וּמִעֵט לְאֶחָד וְהִשְׁוָה לָהֶן אֶת הַבְּכוֹר, דְּבָרָיו קַיָּמִין. וְאִם אָמַר מִשּׁוּם יְרֻשָּׁה, לֹא אָמַר כְּלוּם. כָּתַב בֵּין בַּתְּחִלָּה בֵּין בָּאֶמְצַע בֵּין בַּסּוֹף מִשּׁוּם מַתָּנָה, דְּבָרָיו קַיָּמִין. הָאוֹמֵר אִישׁ פְּלוֹנִי יִירָשֵׁנִי בִּמְקוֹם שֶׁיֵשׁ בַּת, בִּתִּי תִירָשֵׁנִי בִּמְקוֹם שֶׁיֶּשׁ בֵּן, לֹא אָמַר כְּלוּם, שֶׁהִתְנָה עַל מַה שֶּׁכָּתוּב בַּתּוֹרָה. רַבִּי יוֹחָנָן בֶּן בְּרוֹקָה אוֹמֵר, אִם אָמַר עַל מִי שֶׁהוּא רָאוּי לְיָרְשׁוֹ, דְּבָרָיו קַיָּמִין. וְעַל מִי שֶׁאֵין רָאוּי לְיָרְשׁוֹ, אֵין דְּבָרָיו קַיָּמִין. הַכּוֹתֵב אֶת נְכָסָיו לַאֲחֵרִים וְהִנִּיחַ אֶת בָּנָיו, מַה שֶּׁעָשָׂה עָשׂוּי, אֲבָל אֵין רוּחַ חֲכָמִים נוֹחָה הֵימֶנּוּ. רַבָּן שִׁמְעוֹן בֶּן גַּמְלִיאֵל אוֹמֵר, אִם לֹא הָיוּ בָנָיו נוֹהֲגִין כַּשּׁוּרָה, זָכוּר לְטוֹב:

If one says: "This man, my son, a bechor, shall not take a double portion," or "This man, my son, shall not inherit with his brothers," he has said nothing, for he stipulates against what is written in the Torah. [And he cannot divest him of the inheritance unless he gives his property as a gift to his other sons.] If one distributed his property among his sons by his word, [one's command in the face of death being regarded as "written and transmitted in the Torah," and not requiring a kinyan (an act effecting acquisition), (this being the thrust of "by his word")] and he accorded more to one and less to another, and made the bechor equal to them [by using an expression of "gift"], his words stand. [And this is not considered stipulating against what is written in the Torah. For one has the right to give his money as a gift to whomever he wishes.] And if he said "as inheritance," [i.e., If he gave more to one and less to another as inheritance, saying: "This man, my son, shall inherit a field of a beth-kor, and that man, my son, shall inherit a field of a beth-lethech," or of his son, a bechor, that he is to inherit equally with the others, he has said nothing, having stipulated against what is written in the Torah]. If he wrote "as a gift" either in the beginning, the middle, or the end, his words stand. [in the beginning: "Let this field be given to this one and let him inherit it." in the end: "Let him inherit it and let it be given to him." in the middle: "Let him inherit this field, and let it be given to him, and let him inherit it."] If one says: "Let this man inherit me," where he has a daughter, or "Let my daughter inherit me," where he has a son, he has said nothing, having stipulated against what is written in the Torah. R. Yochanan b. B'roka says: If he says this about one who is fit to inherit him, his words stand. And if about one who is not fit to inherit him, his words do not stand. [e.g., If he said it about one son among the other sons, or about one daughter among the other daughters, his words stand, it being written (Deuteronomy 21:16): "Then it shall be, on the day that he causes his sons to inherit" — The Torah granted the father authority to cause whichever of his sons he wishes, to inherit him. And R. Yochanan concedes that with a brother, where he has a daughter, or with a daughter, where he has a son, he has said nothing. For a daughter is not fit to inherit where there is a son; or a brother, where there is a daughter. Likewise, R. Yochanan concedes that if he made the bechor equal to the other brothers, he has said nothing, it being written (Ibid.): "He shall not be able to grant primogeniture, etc." The halachah is in accordance with R. Yochanan b. B'roka.] If one writes his property over to others, passing over his children, what he did is done, but the sages do not look favorably upon it, [even if his children to not deport themselves properly, for good children might issue from them.] R. Shimon b. Gamliel says: If his children did not deport themselves properly (and he disinherited them thus), he is "remembered for the good." [The halachah is not in accordance with R. Shimon b. Gamliel.]

Gray Matter III

Although Torah law dictates that wives do not inherit their husbands’ estates and that daughters inherit nothing from a testator who has sons, the most commonly desired distribution today is for sons and daughters to share equally in the estate and for one’s wife (if she is the mother of his children) to inherit the entire estate if he predeceases her. How can one achieve this personal objective without violating the halachic requirements of yerushah? One cannot simply stipulate that he wants his wife1Rav Mordechai Willig notes (in an essay entitled “Inheritance Without a Fight,” available at www.torahweb.org) that in the common case of joint ownership of a home or other assets, the surviving spouse probably is the owner according to the Halachah as well (as we discussed in an earlier chapter). and/or daughters to inherit, as Halachah regards this as an invalid stipulation (Bava Batra 8:5). Even though we accept the opinion of Rabi Yehudah that “B’davar sheb’mamon tena’o kayam” (monetary stipulations are valid even if they contradict Torah law; Bava Metzia 94a and Shulchan Aruch E.H. 38:5), stipulations made in contradiction to the Torah rules of yerushah are invalid. The Rambam (Hilchot Nachalot 6:1) explains that the Torah (Bemidbar 27:11) describes the rules of inheritance as “chukat mishpat” (a decree of judgment), meaning that it applies in all circumstances and cannot be overridden by stipulations.
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Gray Matter III

A similar conclusion emerges from the Mishnah’s statement (Bava Batra 8:5) that if one gives his assets to others and leaves nothing for his sons to inherit, what he has done is halachically valid, but “Ein ruach chachamim nochah heimenu” (the sages are not pleased with him). In other words, his actions violate the spirit of Halachah.1It should be noted that the term “Ein ruach chachamim nochah heimenu” is not a mild rebuke. The Rashbam (commenting to Bava Batra 133b s.v. Ein) explains this phrase to mean that Chazal are deeply disturbed by someone disinheriting his halachic heirs. The Rashbam’s comments are cited by the Sema (C.M. 282:2) in a halachic context. Although Rabban Shimon ben Gamliel asserts that one who transfers his assets away from misbehaving children should be “remembered for good,” the Gemara (Bava Batra 133b) sides with the authoritative words of Shmuel that one should not engage in “avurei achsanta” (shifting inheritance) even from a bad son to a good son. The Gemara (Ketubot 53a) explains that one cannot know what will become of the “bad” son’s descendants – perhaps they will be righteous and will deserve the financial support of their ancestor. Shmuel’s opinion is codified by the Rambam (Hilchot Nachalot 6:11) and the Shulchan Aruch (C.M. 282). The Sema (282:1) adds that the “bad” son should not be disinherited even if he did not demonstrate proper respect for his father during his lifetime.
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