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Bava Basra, 130
1) ALTERING THE INHERITANCE TO ONE'S BROTHER AMONG OTHER BROTHERS
QUESTION: The Gemara states that the Halachah follows the view of Rebbi
Yochanan ben Berokah, who says that one may bequeath, as inheritance, to one
of his heirs (who is fit to inherit him) more property than he would receive
through the normal channel of Yerushah.
The RASHBAM and TOSFOS point out that Rebbi Yochanan ben Berokah's ruling is
limited to cases in which one alters the inheritance of one of his sons
among other sons, or, when there are only daughters, one of his daughters
among other daughters. He may not redirect the inheritance to a daughter
when there are sons, or bequeath to someone else a portion when there are
only daughters. This is the Halachic ruling of the TUR and SHULCHAN ARUCH
(CM 381).
Does the ruling of Rebbi Yochanan ben Berokah apply only to altering the
inheritance among one's sons or daughters, are also in cases when other
relatives are fit to inherit him?
ANSWER: The RAMBAM (Hilchos Nachalos 6:2), when he writes that the Halachah
follows the view of Rebbi Yochanan ben Berokah, adds that when a man has no
children to inherit his property but rather his brothers will inherit his
property, he may allot to one of his brothers a larger portion than the
others, in accordance with the principle of Rebbi Yochanan ben Berokah. This
is also the ruling of the SHULCHAN ARUCH (loc. cit.).
REBBI AKIVA EIGER (on the Shulchan Aruch) comments that the Rambam
apparently understands the concept of sibling inheritance in the way that
the BEIS YOSEF describes. The Beis Yosef (CM 253) writes that one inherits
the property of his brother *directly*, just as one inherits from his
father. The DARCHEI MOSHE (CM 253:8) disagrees and maintains that one does
not inherit his brother directly. Rather, when a man dies with no children
to inherit him, his estate goes to his father, and if his father is not
alive, then his estate still goes to his father "in the grave," so to speak,
and it is then passed to the heirs of his father (i.e. his father's other,
living sons, who are the brothers of the deceased).
Rebbi Akiva Eiger suggests that had the Rambam understood the concept of
sibling inheritance as the Darchei Moshe explains it, then he would not have
ruled that one may alter the inheritance of his brother. According to the
Darchei Moshe, the brother does *not* inherit him -- he is not considered
"Ra'uy l'Yorsho;" rather, his father inherits him and then his brother
inherits the estate from his father.
The KETZOS HA'CHOSHEN (281:2), however, asserts that it is possible that the
Rambam understands the concept of sibling inheritance as the Darchei Moshe
explains it. Nevertheless, the Rambam maintains that since it is the
deceased person who causes the father to inherit (in his grave), which in
turn causes his brother to inherit, the deceased retains the right to alter
the inheritance before he dies as he chooses. (Y. Marcus)
(The Acharonim discuss the issue of the nature of the inheritance of
brothers at length. See sources cited here by YOSEF DA'AS.)
130b
2) REDIRECTING THE FIRSTBORN'S DOUBLE PORTION
QUESTION: The Gemara derives from the verse, "Lo Yuchal l'Vaker" (Devarim
21:16), that it is not possible to take away the double portion from the
Bechor and bequeath it to another son, even though it is possible, according
to Rebbi Yochanan ben Berokah, to redirect the inheritance of one son (who
is not a Bechor) to another son.
Does this verse teach only that such a diversion of inheritance is not
possible, or does it also teach that it is *prohibited* to attempt to divert
the double portion from the Bechor?
ANSWERS:
(a) The RAMBAM (Hilchos Nachalos 6:3) maintains that a man who attempts to
divert the double portion from his Bechor has transgressed no Isur. When the
Torah says, "Lo Yuchal l'Vaker," it does not mean that to do so is
forbidden, but rather that the father lacks the power to do so.
(b) The RAMBAN (in his commentary to Devarim 21:16, and in his commentary to
the Rambam's Sefer ha'Mitzvos, Lo Sa'aseh #12) maintains that not only does
the father not have the power to do so, but it *is* forbidden for the father
to attempt to divert the Bechor's double portion away from him. The Ramban
maintains that when the verse says, "Lo Yuchal l'Vaker," it means, "You are
*not permitted* to make the son of the beloved inherit before the son of the
hated who is the firstborn," as the TARGUM ONKELOS translates the verse.
QUESTION: The KETZOS HA'CHOSHEN (251:1) challenges the view of the Ramban
from our Gemara. Rava says that Rebbi Yochanan ben Berokah's ruling (that
one may alter the inheritance and redirect it to one of those who is fit to
inherit him) is derived from the words, "v'Hayah b'Yom Hanchilo Es Banav" --
"And it shall be that on the day that he bequeaths to his sons" (Devarim
21:16), which implies that he has the power to cause any of his sons to
inherit as he chooses. Abaye asks that the source could be the words, "Lo
Yuchal l'Vaker," which imply that the father is incapable only of diverting
the double portion away from the Bechor, but he *may* alter the inheritance
of the other sons.
The Ketzos ha'Choshen asks that if the Ramban is correct and the father is
not only incapable of diverting the Bechor's double portion but he is even
prohibited from attempting to do so, then how can the verse which teaches
that he is prohibited from diverting the Bechor's double portion serve also
as the source for the father's ability to alter the inheritance of the other
sons? Perhaps the verse is saying that the father is only prohibited from
attempting to divert the Bechor's inheritance, but he is not *prohibited*
from attempting to divert the other sons' inheritance, but he is nonetheless
still *incapable* of diverting their inheritance!
ANSWER: The Ketzos ha'Choshen answers that even according to the Ramban, had
the verse intended only to teach us the prohibition of diverting the
Bechor's double portion, it would have said, "Lo Yevaker," and not, "Lo
*Yuchal* l'Vaker." The added word indicates that even if he attempts to
divert the Bechor's portion, he will not succeed. This, however, is stated
only with regard to the Bechor. Hence, it is possible to deduce from the
fact that one cannot successfully divert the Bechor's double portion that
one *can* alter the portions of any other son, as Abaye states. (Y. Marcus)
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