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Wills, Trusts & Estates

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In modern law, the terms inheritance and heir refer exclusively to succession to property<br />

by descent from a deceased dying intestate. Takers in property succeeded to under a<br />

will are termed generally beneficiaries, and specifically devisees for real property,<br />

bequestees for personal property (except money), or legatees for money.<br />

Except in some jurisdictions where a person cannot be legally disinherited (such as the<br />

United States state of Louisiana, which allows disinheritance only under specifically<br />

enumerated circumstances), a person who would be an heir under intestate laws may<br />

be disinherited completely under the terms of a will (an ex<strong>amp</strong>le is that of the will of<br />

comedian Jerry Lewis; his will specifically disinherited his six children by his first wife,<br />

and their descendants, leaving his entire estate to his second wife).<br />

History<br />

Detailed anthropological and sociological studies have been made about customs of<br />

patrilineal inheritance, where only male children can inherit. Some cultures also employ<br />

matrilineal succession, where property can only pass along the female line, most<br />

commonly going to the sister's sons of the decedent; but also, in some societies, from<br />

the mother to her daughters. Some ancient societies and most modern states employ<br />

egalitarian inheritance, without discrimination based on gender and/or birth order.<br />

Jewish Laws<br />

The inheritance is patrilineal. The father —that is, the owner of the land— bequeaths<br />

only to his male descendants, so the Promised Land passes from one Jewish father to<br />

his sons.<br />

If there were no living sons and no descendants of any previously living sons, daughters<br />

inherit. In Numbers 27:1-4, the daughters of Zelophehad (Mahlah, Noa, Hoglah, Milcah,<br />

and Tirzah) of the tribe of Manasseh come to Moses and ask for their father's<br />

inheritance, as they have no brothers. The order of inheritance is set out in Numbers<br />

27:7-11: a man's sons inherit first, daughters if no sons, brothers if he has no children,<br />

and so on.<br />

Later, in Numbers 36, some of the heads of the families of the tribe of Manasseh come<br />

to Moses and point out that, if a daughter inherits and then marries a man not from her<br />

paternal tribe, her land will pass from her birth-tribe's inheritance into her marriagetribe's.<br />

So a further rule is laid down: if a daughter inherits land, she must marry<br />

someone within her father's tribe. (The daughters of Zelophehad marry the sons' of their<br />

father's brothers. There is no indication that this was not their choice.)<br />

The tractate Baba Bathra, written during late Antiquity in Babylon, deals extensively with<br />

issues of property ownership and inheritance according to Jewish Law. Other works of<br />

Rabbinical Law, such as the Hilkhot naḥalot : mi-sefer Mishneh Torah leha-Rambam,<br />

and the Sefer ha-yerushot: ʻim yeter ha-mikhtavim be-divre ha-halakhah be-ʻAravit uve-<br />

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