An interesting legal question (and, as usual in such cases, hints of a deeply unpleasant factual back story), from In re Estate of Feinberg: "Can an Illinois court enforce a testamentary provision that any of the testator’s grandchildren who marry outside the Jewish faith, unless the spouse has converted or converts within one year of the marriage to the Jewish faith, will, for purposes of the testamentary instrument, be deemed to be deceased, along with all of his or her descendants?"
The court says no, by a 2-1 vote. Two judges take the view that such a testamentary provision is against Illinois public policy, and courts should not enforce it. One of the two judges in the majority also argues that it's unconstitutional for the courts to enforce it, citing Shelley v. Kraemer, the 1948 case that held that courts may not enforce racially restrictive covenants. The dissenter disagrees on both counts, and suggests that the provision is a legally acceptable way for the decedents to "seek to preserve their 4,000-year-old heritage." The judges acknowledge that the precedents from other states are mixed, though those precedents all tend to be quite old.
The judges do not expressly discuss a different possible constitutional objection: That the Establishment Clause bars civil courts from deciding who is within "the Jewish faith," just as civil courts may not decide which church is truly Presbyterian and which has "depart[ed] from [the orthodox] doctrine." In at least some situations, there would be serious disputes over who belongs to "the Jewish faith," especially since that term usually means "is Jewish under Jewish law," a matter that can be famously contested among the different streams of Judaism; I doubt that civil courts are allowed, under current First Amendment law, to resolve such disputes. Should that preclude any judicial enforcement of such conditions in wills, or only when there is in fact a serious dispute about whether the spouse is Jewish?
(In case you don't get it, an explanation of the post title can be found here and here; it's a pretty famous joke among Jews, I think, though the attitude it refers to is more sad than funny. Setting aside the propriety of the grandparents' underlying plan, I would have hoped the trust could have been drafted in a way that's less symbolically unloving than labeling some grandchildren as dead, even if such labeling is convenient as a matter of pure drafting.)
Thanks to Michael Pitkowsky for the pointer.
The decision raises many questions. Suppose the will had disinherited a descendant who was "married in any ceremony not performed by Rabbi So-and-So" where the testator knows that So-and-So won't perform intermarriages. Would that be against Illinois public policy?
I tend to agre with you...sort of. The problem is that the testator did not specify that someone be Jewish according to anything. Therefore, it would be up to the courts to decide if the person was Jewish or not. But, I think the correct interpretation is to leave the provision in there but refuse to do any interpretation. If the person claims to be Jewish (by anyone's standards whatsoever) then they (or I guess their spouse) inherits. If the person does not claim to be Jewish, they dont' inherit.
MIke S., JoshL: If he had said "who is Jewish according to the decision of [an identified arbitral tribunal]," we'd have a different story, at least as to the Establishment Clause problem I mentioned.
"The concurring opinion further suggests there are difficulties which face courts in attempting to enforce certain partial restraints. Indeed there are. For example, in matters where there is a question as to whether the beneficiary has 'been brought up and educated in the Roman Catholic religion or whether he attended Catholic Sunday school and attended mass at various Roman Catholic churches with "reasonable regularity" for years,' the court would be required to inquire as to whether the legatee heir performed various religious rites. However, that is not the case here where there is no suggestion that the spouses of the grandchildren are Jewish."
Comment: I saw that passage, but I don't think the dissent expressly discussed the question I raised -- would any civil court decision about who's Jewish be enough to violate the Establishment Clause, given the possibility that sometimes there'd be a dispute about the subject?
Then the testator can check whether beneficiary X is, to his satisfaction, Jewish (or whatever) and write him in or out of the will as he pleases. If person X does something to offend our testator, he can be written out. If the testator is concerned about not being able to judge late in his life, he can find a reputable attorney and grant him power of attorney to do this.
I don't see why the will has to name any faiths or standards of faith at all. Wills ought to name people not religions!
A side note, but when is the last time you heard a judge refer to someone as a "Jewess"?
So is the contention that if the restriction in Shelley had limited the transfer to white people for the next 50 years, or only for so long as the transferor was a member of the restricting owner's extended family, that it would have been constitutionally ok for the courts to enforce it?
It sounds like the dissent thinks Shelley was really about enforcing the rule against perpetuities, and not about preventing the courts from becoming involved in enforcing racially restrictive covenants.
If the law is sufficiently settled, or will be after this case and perhaps others, then might it be legal malpractice for an attorney to draft a will that was "defective" in this way, allowing the testamentor's intentions to be frustrated? Who, if anyone, would have standing to bring a suit for legal malpractice, the executor or others who would have benefitted had it been properly done? Do wills and estates lawyers ever get sued for negligence in drafting wills, or do they bury their mistakes at the same time the decedent is buried?
My late father, a surgeon, always used to emphasize how important it was to pick one's lawyers and accountants carefully, observing cynically as was his wont that doctors bury their worst mistakes, but people may have to live with the worst mistakes of lawyers and accountants. Any legal recourse against a negligent wills and estates lawyer?
There was an article in the Wall Street Journal that dealt with this problem exactly as you propose, namely that a cousin who was not receiving any of the estate was given the power to decide if an inheritor had married outside the faith. What made the story newsworthy that the cousin was Senator Lieberman.
I don' think I would want to be in the position of deciding if a cousin or other relative had violated the wishes of the deceased in a matter like this.
Leary was doing his thing, promoting the use of hallucinogens, in what amounted to performance art though that term was not employed back then, before a large MIT audience there to hear the former Harvard assistant prof, now LSD guru. On the stage with him, was Letvin, a psychiatrist and accomplished neurophsyiologist, for what was supposed to be some kind of "debate." Leary's thing involved a funky 60's type slide show, music, lights, etc. to set something of a psychodelic mood, with him clothed in Indian style white pajamas (dhoti?) and sitting all the while. When Letvin's turn came in this very informal exchange, he circled around Leary seated on a rug center stage. After looking at Leary for a moment, Letvin drew a big laugh from the crowd when he told the counterculture figure he didn't so much look like the Indian sitting Shiva god, as a Jew sitting shiva.
(OK, you had to be there. And some day you too will be old and take what opportunities come along to reminisce about your youth and times gone by.)
The proper remedy to race clauses was for the Congress to exercise its remedy powers under the 14th Amendment. The 1964 civil rights act in fact contains such a provision.
Shelley used paper thin reasoning because the court wanted to reach the morally right result. Courts have no business in cloaking their policy preferences in the constitution. They have even less business in invoking "public policy". Courts should not make policy, that is for the legislature.
Here, 2 non-Jewish judges decided that fighting assimilation was not important to them. That 2 judges knew better than some dead Jew about what to do with his money.
So they invoked "public policy". Where is that policy found? In prior court decisions where other judges did not like something. The public has nothing to do with it.
From a libertarian perspective, even the public policy exceptions ("C only takes if he divorces W") should not be allowed. If C wants the money bad enough, he can divorce W--but he gets to make his own choice in that regard. Which is more important, the money or his wife?
I agree that the Courts should not be in the business of deciding who is a Jew (or a Catholic or a Muslim--or an atheist for that matter). However, that seems like a problem in draftsmanship--qualifying it as "a Jew as defined by the Chicago Rabbinical Society or its successor in interest" removes that problem.
It's a good bet that Grandma or Grandpa's actual words to the lawyer were "dead to me."
Indeed the judges did know better than the bigoted dead Jew. Fireproof suit on.
Lastly, my knowledge of Jewish law is much more than American law, and I know of no source or custom for mourning over someone who has intermarried as if they have died. It is the equivalent of a "shtetel/urban myth." There are legal discussions regarding a number of issues, such as inheritance and what happens if they want to return to the Jewish community, but nothing AFAIK about mourning.
I don't doubt that's true as a formal matter, but I know more than one family who's done it. Not literally with covered mirrors and rended clothes, but purporting to have literally mourned. And they did behave from then on as if the deaths were actual.
This is important to me because I've invested a lot in investigating and consequently debunking the "Christian Nation" claim as put forth by some on the religious right. The notion is if "Christianity" has some kind of special organic connection to American civil governments -- indeed something that necessitates government supporting and preferring "Christianity" over "non-Christianity," it first has to "define" Christianity. But if government can't "define" Christianity, then it can't support (or grant rights or preferences) to "Christianity" over other religions. Consequently government grants rights to "religion in general" but not "Christianity."
Jefferson and Madison believed more or less in strict separation or that "Christianity" had no organic connection to civil governments. I've found a great "memo" of Madison's where he notes government has no right defining Christianity because it puts government in the business of deciding "orthodoxy" v. "heresy." Adams and Washington argued for a more accommodationist position where government would support religion; but even they seemed to agree that all religions should have equal rights. Joseph Story and John Marshall famously advocated Christianity receiving support from the state and having some kind of organic connection to civil government. But here's the rub: Jefferson, J. Adams, Story and Marshall were all identifiably "Unitarian." Madison and Washington may have been; but there is less evidence.
Story et al. were insistent that "Unitarianism" was real Christianity. And as such any key historic testimony they offer must also support the notion that "Unitarianism" is part of the "Christianity" in which civil governments should support. But the orthodox then and even today don't regard this as "real Christianity" and would probably view government identification and support of this "false Christianity" as a "poison pill." Indeed, this was the context behind the famous Dedham case in Mass. that ended their state establishment in 1833 -- the last one in the nation.
In short, once you let the Unitarians into the understanding of "Christianity" (in many ways what America's Founding was all about, given the disproportionate number of Founders who were theological unitarians) you've pretty much let the barn door open and "Christianity" transmogrifies into "religion" or "morality" in general. [The Unitarians were so "works" focused that they often noted all good people, whatever their professing creed, were "Christians."]
A friend of mine, a prominent California lawyer (and a UU) sent me the following note with some interesting case citations:
For the rest see here. But hopefully you'll see some of the context behind the problems inherent in getting government to "define" Christianity in the first place which they would have to do in order for "Christianity" to have special rights under the US civil law.
I know there are very few people who presently argue for policy. But I've found quite a number of folks who do argue that this -- a "Christian Nation" -- was what America's Founders intended.
Seems to me grandpa got maybe got marginal legal advice (if he got it at all). Our attorney, Ms. Shildmeyer, was very clear. We could do almost anything we wanted, even odd-ball bequests. But a well drafted will should consider all foreseeable contingencies and challenges, and address them point by point, if you wanted anything remotely unusual to be bullet-proof.
Suppose someone wanted their money to go for the education of "poor Jewish boys" only. Could the will be successfully challenged on some basis, e.g., a civil court couldn't be put in the position of deciding whether a male born of the union of a Jewish man and a Gentile woman qualified as a beneficiary. (The Reform movement regards such a child as a Jew, the Orthodox don't.) Might state law make such gender discrimination impermissible so the benefits would have to go to girls too, or would it be constitutionally impermissible for the state or federal government to interfere in such religious matters? (In Shelley v Kraemer the court was called upon to take action, enforcing the restrictive covenant, which it wouldn't do. But in my hypothetic, it wouldn't be a matter of the court taking any action, rather it would be about the court declining to intervene, thus respecting, or not disrespecting(?), the grantor's wishes.)
In addition, the Israeli rabbinate has been increasingly skeptical of Americans who claim to have been born Jewish. The rabbinate has reached a point in the last decade where it basically will not accept the testimony of anyone who isn't Orthodox, and this means that increasingly Americans who don't have a connection to an Orthodox rabbi who knows their parents and grandparents have no way of proving that they are Jewish. Americans are used to thinking of being American as something reflecting status and respect. Here the tables have turned; being American makes one religiously suspect. All that pluraism and exposure to foreign ideas. See This New York Times article
The question, as David Bernstein's comment suggests, is whether despite this courts could intercede if the Jewish Federation were using the money to help people who clearly weren't Jews, and no-one was making any claim that they were Jews -- whether the "no religious decisions" principle applies only when there's some theological controversy, however minor, about the decision. I'm inclined to think that courts just categorically can't decide who's Jewish, Catholic, Christian, or whatever else; but David, who also knows First Amendment law quite well, disagrees.
Pitman: I agree that the kosher enforcement laws raise precisely this problem, and some courts have struck them down on these grounds (though as I recall there's a split of authority on this).
As far as the case of Brother Daniel goes, it would be sad indeed for someone to be Jewish enough for Hitler to throw in the gas chamber, but not Jewish enough for Israel to take in.
Since when does public policy have something to do with public?
Don't specify why, or give controversial tests. YOU work out the tests, and then YOU put it into your will.
It would be, presumably, unenforceable to make a will that says "any relatives who have no black blood and don't marry a black person split all the money." But as I understand it it would be perfectly enforceable to draw up a list, based on who is black and who is white, and make that your will.
Or will we see the day where a will is invalidated because a judge finds that color bias motivated the dead guy?
But as others have pointed out, it seems the court is going out of its way to raise a distinction that none of the parties has raised.
Does the will provide that inheritance passes to the issue? If the intermarried grandchildren are to be treated as though dead, maybe the gentile great-grandchildren can get their share.
Oren: I don't see why the will has to name any faiths or standards of faith at all. Wills ought to name people not religions!
Circumstances change. Perhaps belt-and-suspenders suggests one ought to pay one's lawyer to amend one's will every time there is a change in circumstances, but at the same time people like to leave a will that covers forseeable changes that might happen between when the will is made and when it will be executed.
Eugene: nearly all streams of Judaism don't define Jewishness based on "faith"
It's been discussed (here) that religions aren't interchangeable, but we tend to have a convention that people have exactly one relgion. Lawyer's seem to like the old term "faith". My (FWIW, gentile - that, rather than intermarrying, should probably have gotten me written out of a will) lawyer put into what he thought was good language my intentions for burial and organ donation, and the relevant parts read
My ba'al t'shuvah putative executor has already expressed to me that burial in that municipal cemetery isn't in accord with my religious faith, but that question isn't left open as far as I can tell, and "religious faith" only modifies "by sundown".
and
And all so dead grandpa can have the satisfaction of punishing offenses committed after he dies. Should such behavior be legal? Almost always. Is it right? Almost never.
My high school history teacher recounted a story to us of a Jewish friend of his who married outside of the faith. My teacher said that he and his friend observed the funeral that his family held for him, since he was now dead to them.
It's minhag.
Sometimes you can't win: Imagine two would-be inheritors (children, grandchildren, whatever): one has behaved as the decedent wished, the other didn't (whether that has to do with behavior towards the decedent, or with regard to religion, or choice of spouse, etc.) If the decedent leaves it all to the good child, the bad child may remember him bitterly; if he splits it equally, the good child will resent that his better behavior wasn't recognized.
You don't need a lawyer to make a simple addition/deletion of a beneficiary. Just a notary and $50. I'm sure any competent lawyer will draft you a generic add/remove form that can be reused however often your judgment changes. I still see no compelling public-policy reason to allow testators to burden the courts with these complicated schemes instead of simply defining who gets what.
Also, the burial question seems likewise absurd to me. Why not just specify the actual manner of the burial OR delegate the authority to someone you trust to execute it in a Jewish manner. Apportion some funds to the matter and name $RABBI (or, in his absence, a rabbi from $SYNAGOGUE) as sole decider of all matters burial and burial-fund related.
Why are you making this so much more complicated than it needs to be?
I could never keep straight the rule against perpetuities and the Rule in Shelley's Case.
The purpose of having religious organizations use corporate charters is to avoid these sorts of problems. Then it's clear as a matter of corporate law, the only issue is finding a form of corporate organization that's a reasonable enough fit with the religion's internal organization structure not to cause problems. Have an episcopaliate? Make the bishop the only director. Have a board of rabbis? Make the board of directors...rabbis.
"Max and Erla had a dream with respect to the provisions of their will and if you will it, it is no dream."
Anyone recognize the bolded quote?
Hint: originally German.
I am not sure there is a problem with a third party arbitrator but any povision that asks an executor or trustee, and if litigated, a court, to apply a religious test is asking for trouble and a failed will.
The morph into an intermarraige thing is purely American,last fifty years or so. Maybe because it's irrevocable, or maybe because it was the line in the sand for many American Jews.
Sources (in hebrew, sorry)
ט"ז שו"ע יו"ד ש"מ
ב"י טור יו"ד שמ"ה
I've checked those two quotes personally, here are three more I googled
אור זרוע' הלכות אבילות סימן תכח. וראה שו"ת מהר"ם דפוס פראג סימן תקמד מרדכי מועד קטן תתפו. ראש מו"ק פ"ג סי' נט
Appellate Judge
Alan J. Greiman
First District, 3rd Division
Alan J. Greiman was born in Chicago in 1931 and was educated at the University of Illinois, from which he received his undergraduate and law degrees. He was admitted to the Illinois Bar in 1955 and practiced law until his appointment to the bench. He served in the Illinois General Assembly from 1974 to 1987 and served as chair of the House Democratic Conference and as Assistant Majority Leader. He was appointed to the Circuit Court of Cook County in 1987 and elected in 1988. After serving in the Law Jury and Law Motion Divisions of the Circuit Court, he was appointed to the Appellate Court in 1991. He is married to Julie E. Hamos and has raised six daughters.
and a very interesting interview with him:
Justice Alan Greiman has spent 16 years changing the culture of the Appellate Court, and feels that has been his greatest accomplishment on the bench.
Greiman, a Chicago native, is chief judge of the Appellate Court, a title he has held for the past 11 years. He is up for re-election for the Burke vacancy. Greiman has been a judge since 1987, and has served on the Appellate Court since 1991.
He also served in the Illinois General Assembly as a representative from 1974 to 1987, where he was Assistant Majority Leader. There, he co-sponsored the first gay rights bill, which would not be passed until 29 years later.
Windy City Times: What do you believe you have been bringing to the bench, and can continue bring, that your opponents can't?
Alan Greiman: I've spent the last 11 years of my 16 years on this bench as a chief judge. During that time, I changed the culture of the court. When I came here, it was, “When are you going to get your decision out? Oh, whenever.” I said, no, that can't be. We have to have it in a timely way. We now conform with all of the rules that the organizations that monitor us accept. For example, when I came in, the average inventory was 40 cases, and now its 22 cases.
The next thing I did is when judges come here, nobody knows anything about the appellate court. They just don't. So, I set up an education program for new judges, a training program for new judges.
Read more story below....
The next thing I did—I had to battle the Supreme Court, but I got to do it—is set up a settlement program to try to save people the litigation costs to settle the cases before they get too far along in the appeal. In the Circuit Court, when you try a case, there are discoveries, depositions, all of that junk. The lawyers see each other all the time and talk to each other, so eventually say, “Hey, let's settle this.” In the appellate court, nobody ever sees each other, and it's all done by mail and filing, which is why I set up the settlement program.
Those are strong changes in the culture of this court that I have brought about. I'm not knocking my opponents—they are probably decent people—but that's what I've done, what has been my contribution.
I've done a lot in the court in terms of providing leadership, which I'd like to continue to do.
WCT: What are some other ways the culture of the court needs to continue to change that you'd like to work on?
AG: Well, we do a pretty good job now. We dispose of 5,000 cases a year. About 3,800 or so are by opinion, and we're doing them in a quick way. One thing I'd like to work on is we used to do a lot of oral arguments. Over the years, for reasons that I can't even figure out, we stopped having a lot of oral arguments. … As an example, in 2006 we had about 200 oral arguments and now we've had about 600 oral arguments. I've been pushing for more and more oral arguments. That's important because people have a good feeling about that when they do it. It doesn't necessarily make a big difference, but they are able to express themselves in a legal way.
WCT: What do you think you're biggest accomplishment has been so far? Has it been changing the culture of the court?
AG: Yes, I think so. I've had some serious, important cases, as well that I've ruled on. But changing the culture of the court is my greatest achievement here.
WCT: How would you describe your personal style?
AG: I always believe in the right that everybody should talk and be able to express themselves. … It's a matter of getting stuff out and listening. Also, I ask a lot of questions. That screws them up a little bit, but that sort of thing is critical to continue. Also, to have a demeanor where you are training each other about respect—that's very important. But the other thing, of course, is getting along with your colleagues. … We have three of us for every case. Every single cases has three of us [ judges ] , so it's getting along with your colleagues in a congenial way in order to get the work done in a proper way. And obviously, they've re-elected me 11 times, so I think I'm doing okay.
WCT: You've seen a lot over the years. What do you think are some legal issues that continue to impact the gay and lesbian community the most?
AG: Clearly, civil unions are, at this moment, the most critical. I have no problems with marriage, either, except I think the lobbyists of the gay community should probably work on civil unions because they could probably get that in. The other one [ marriage ] is harder to get in the legislature. I think civil unions are doable and will basically do the work for couples that want to have all the rights of married people. I think that's the most critical issue facing the gay and lesbian community.
Clearly, there are prejudices that still exist. There was a case we had where a man and woman got divorced, and she had custody of the child and she's living with another woman. The father wanted custody of the child because of that, and the most homophobic judge and person I've ever come across … was crazed, and he took the kid away. It comes to us on appeal, and we're hearing the case. Normally, when we hear a case, we say that the case we take is under advisement. You know, months later, maybe four months later an opinion comes out of it. I said, guys, what a second. We went back, made the lawyers stay, and I said to my guys, what we should do here is give an order that custody has changed immediately, and then we'll have opinion to follow. And we did that, right there, 1-2-3, in the appellate court. It was the first and only time we had an oral argument and immediately entered an order to give custody back to the mother.
I was in the General Assembly for 14 years, and I was the principal sponsor of the first gay-rights bill. When we filed it, we got through committee and now we were on the floor of the House, and the guys are saying, “You have a conflict of interest in this bill, don't you?” That's what they said. It took 29 years to pass the bill, and I went to the signing of it last year.
WCT: I bet it was amazing to see.
AG: Well, what was amazing was there were some of the guys who would make fun of us, who were there now at the signing, going on about how this is God's work, and we're doing the right thing. Where were those guys when they made fun of us? I think that tells a story about how much of the views of people about the gay and lesbian community has changed. You have the vice president of the United States saying his daughter is gay, you know? Alderman [ Dick ] Mell stands by his daughter, who is gay. She's not ostracized; her family stands by her. That's now the way it is. I think there is more inner familial acceptance, as well as acceptance by society. We still have plenty of homophobia, though. … But the culture has changed to a good degree.
I'm proud to have been one of the sponsors of the original gay rights bill.
WCT: Speaking of being a state representative, why did you decide to leave, and did you like it more than being a judge?
AG: I liked what I was doing, which was majority leader of the Illinois House. I was Madigan's hammer [ laughs ] , sort of. I had done a lot of good stuff, pass a lot of bills, and. here was the opportunity to become a judge. Sometimes you want to change your life a little bit, so that's what I did. I still enjoy hearing about it. I'm chairman of the Legislation Committee of the Supreme Court, so I get involved a little bit with legislation now. What we do is look at all the legislation that is pending to see what bills may violate the separation of powers. So, I'm still involved a little bit. But it was just time to move on.
WCT: Do you think judges still have the ability to change things and change people's lives, just in a different kind of way?
AG: Yes, they, of course, change people lives, but the critical thing is that they follow the law. I'll tell you the story of a case that has plagued me mentally for a long time. People will ask me what has been my best case? My best case is my worst case. It was a 17-year-old kid, a Black, inner-city kid. He played on the basketball team, wants to go to college, survived a druggy mother. He's a good kid, okay? He's walking to school and some guy says, “Hey, want to buy a firecracker?” It's a big one. He says okay and buys it. He and some other kids light it and put it in a locker in school. Bang, it goes off. It pulled the locker a little bit away from the wall, … put a mark on the wall, a little twist of metal—that's it. They charge him with aggravated arson. Aggravated arson has a mandatory sentence of seven years, and they find him guilty of it and convict him.
Now, the case comes to me on appeal. Did he do that? Is he technically guilty of aggravated arson? He exploded a material in a building where people were occupying. On the other hand, we have to do justice. I wrote the worst opinion of my life about whether he had intent, and he went free. I reversed it. That story is how bad mandatory sentencing without a judge's discretion is. If a judge had had discretion, a judge could say,”He's guilty, but let's put him on probation.” And the other thing that was in my mind was that if he lived in … Flossmoor or Oak Brook, Daddy would have come in the next day with a lawyer, written a check for $500 to fix the locker and the kid would have been put on probation for a month. I look at it this way: Maybe I didn't quite follow the law, but I did justice, and that's important.
WCT: What do you think your main advantage is?
AG: Just that legal experience counts. I have the experience, I know what I'm doing and I've done the job for 16 years—11 of those years as chief—and I'd like to continue both of those jobs.