Running Deer? Call Me Sitting Shiva:

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.

Duffy Pratt (mail):
This looks like it could be one of those cases where the Establishment Clause crashes into the Free Exercise clause. Suppose you are right, and a civil court would be prohibited from deciding whether someone is really Jewish. Now suppose also that the testator's religious beliefs prevented him from leaving any property to someone of a different faith. This is why the Religion Clauses give me a headache.
8.14.2008 6:43pm
Mike S.:
The court does not have to decide the theological question of who is Jewish, only what the testator meant. Suppose the testator wrote "who is Jewish according to the Chicago Rabbinical Council" (or whatever rabbinic body he felt like.) Then the court would have no Establishment Clause question--the testator would be deciding the theological question.


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?
8.14.2008 7:04pm
hattio1:
Mike S.,
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.
8.14.2008 7:09pm
JoshL (mail):
Prof. Volokh- You raise the issue of "who is a Jew" as one that was not raised here, but easily could have been. If the deceased had specifically listed a group to determine whether or not the person his grandchildren married are Jewish (say, Beit Din of America) or even a specific person, would that get around the objection? (i.e., "if they have married someone not of the Jewish faith as defined by Rabbi xxxxxx.") Of course, in this case, Rabbi xxxxxx would have to be someone whose opinion can be sought out with some relative ease, since if he's dead or unreachable then it's asking the court to decide what the rabbi would have thought religiously.
8.14.2008 7:10pm
Eugene Volokh (www):
Mike S.: The problem is that the testator probably meant "who is Jewish." Maybe we could try to figure out how Orthodox he was, and therefore which definition he was likely using, but that could be very difficult, and might itself require theological judgment (e.g., he went to this synagogue on these occasions -- what does that mean about what he personally likely believed about the definition of "who is Jewish"?). And it may well be that he just didn't think hard about the question, which is why the trust not only didn't give any details, but used a phrase that, read literally, is pretty inconsistent with the views of the very religion it refers to -- nearly all streams of Judaism don't define Jewishness based on "faith" as such (as opposed to Christianness, which generally is determined by the subject's faith).

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.
8.14.2008 7:14pm
FlimFlamSam:
Courts don't seem to mind making decisions about who is actually Jewish when they absolutely have to (such as in denomination splits). If they can do it in that context, I don't see why they can't do it here.
8.14.2008 7:17pm
One Man's View:
If the Courts can decide what the rules of Golf are, I doubt that they would have any humility about this one either.
8.14.2008 7:38pm
Comment:
Actually, the dissent discusses the "who is Jewish" question briefly:

"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."
8.14.2008 7:41pm
Malthus:
Of course Jewishness does not depend on faith. Of the world's three most famous Jews, both Jesus and Paul were born and died Jews, while Einstein, born a Jew, repudiated his Jewishness at age 15, only to reconsider for a picosecond when he was offered the position of President of Israel.
8.14.2008 7:42pm
Dilan Esper (mail) (www):
This case gives new meaning to the phrase "you're dead to me".
8.14.2008 7:45pm
Eugene Volokh (www):
FlimFlamSlam: Can you give some specific examples of what you're describing? The Supreme Court cases I point to suggest that courts may not decide who's Jewish, or who's Reform, Conservative, Orthodox, etc., in the process of resolving property disputes stemming from denominational splits -- in fact, such denominational split disputes (albeit among Christians rather than Jews) are precisely the situations in which those Supreme Court cases arose. If you can point to contrary cases, I'd love to see them.

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?
8.14.2008 7:52pm
Oren:

Suppose you are right, and a civil court would be prohibited from deciding whether someone is really Jewish. Now suppose also that the testator's religious beliefs prevented him from leaving any property to someone of a different faith.

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!
8.14.2008 8:03pm
DavidBernstein (mail):
Since the testator didn't specify what he means regarding "of the Jewish faith," I think all reasonable inferences would have to be drawn in favor of the plaintiffs (e.g., a quickie one day conversion, a declaration of faith without a conversion, etc.) But in a case like this where no one claims the spouses were Jewish, or in a case where the spouses profess a religion to the exclusion of Judaism, I don't see a big problem. I also don't see a problem if the authority to determine who is Jewish is delegated, e.g., to "a panel of rabbis selected by the Chicago Board of Rabbis."
8.14.2008 8:16pm
jgshapiro (mail):
From the dissent:

Although the Liberman case invalidated a provision requiring the beneficiary to marry only with the consent of his mother, brother or sister, the court did so not because the provision was intended to restrain the beneficiary from marrying anyone other than a Jewess but, rather, because it found the consent feature invalid.

A side note, but when is the last time you heard a judge refer to someone as a "Jewess"?
8.14.2008 8:19pm
jgshapiro (mail):
Interesting how the dissent tries to distinguish Shelley:

In Shelley the covenants were placed upon the real estate by grantors that had no relationship whatsoever with subsequent grantees or grantors. The covenants could affect the transfer of real property from grantors to grantees, neither of which had any relationship with the original creator of the restriction, and would continue for decades, generations and perhaps forever. In the case at bar, we have a man and woman placing restrictions on a gift to their grandchildren and those gifts do not touch upon strangers in the distant future.

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.
8.14.2008 8:43pm
neurodoc:
Professor Volokh, you say if the testamentor(?) had not left open the question of what constituted marrying outside the Jewish faith, the Establishment Clause problem would have been avoided. What problem(s), if any, might there be if the testamentor had designated an arbiter to decide whether the terms of the will had been satisfied or not rather than looking to the courts to interpret/decide?

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?
8.14.2008 8:53pm
Paul B:
neurodoc,

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.
8.14.2008 9:03pm
neurodoc:
Running Deer and Sitting Shiva: I don't know how old that Running Deer and Sitting Shiva joke is. Like many jokes, its vintage and provenance is probably hopelessly indeterminate. It does remind me, though, of a memorable encounter between the late Timothy Leary and a very colorful MIT professor, Jerry Letvin more than 40 years ago.

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.)
8.14.2008 9:16pm
Bob from Ohio (mail):
Shelley was a horribly decided case. Since nothing in the constitution bans private discrimination per se, the race clauses could not violate the constitution. Nothing legally wrong with enforcing morally wrong and distasteful contract terms.

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.
8.14.2008 9:28pm
Dave N (mail):
Wills ought to name people not religions
Sure, but people writing wills have every right to decide who they are going to give their estates to, using whatever methodology they choose, no matter how rational or irrational--mainly because it's THEIR property to give away however THEY want.

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.
8.14.2008 9:29pm
LM (mail):
Dilan Esper:

This case gives new meaning to the phrase "you're dead to me".

It's a good bet that Grandma or Grandpa's actual words to the lawyer were "dead to me."
8.14.2008 9:38pm
Asher (mail):
My great-grandfather had intended to put a similar provision in his will (he was later talked out of it), although I don't know that his grandchildren who intermarried would've been deemed to be deceased. May I ask why they had to go to that extent?
8.14.2008 10:04pm
RKV (mail):
"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."

Indeed the judges did know better than the bigoted dead Jew. Fireproof suit on.
8.14.2008 10:05pm
John (mail):
There are a gazillion bequests to Jewish Federations around the country to aid "needy Jews" and the like. Is Eugene saying the courts are powerless to enforce such provisions?
8.14.2008 10:08pm
Soronel Haetir (mail):
I would have to think that a bequest to a named organization would be fine, however a statement that the estate is to be used for the purpose of helping needy jews would likely be beyond the courts enforcement. Just like it would have been fine for the grandparents to say "split the estate between A, B, C andD but E gets nothing"
8.14.2008 10:27pm
Pitman (mail) (www):
There is somewhat of a parallel for American courts addressing the question of "Who is a Jew." A number of state have "Kosher statutes," which IMHO seem to be state meddling in the definition of what is kosher (see here for one take on them). Just recently, those in New York were challenged once again (here). In Israel there was the famous case of Brother Daniel, a Jew who converted to Catholicism, yet wanted to be awarded Israeli citizenship under the Law of Return.

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.
8.14.2008 10:27pm
LM (mail):

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."

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.
8.14.2008 10:43pm
Jon Rowe (mail) (www):
One thing that interests me is how PRESBYTERIAN CHURCH v. HULL CHURCH, or Michael McConnell's recent 10th Circuit case has its grounding in originalism. I'm speaking of the notion that governments by right have no business "defining" "Christianity" or any other religious creed.

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:


If Mormons consider themselves followers of Jesus, that’s good enough for me to regard them as Christians. If Trinitarian Evangelicals regard themselves as followers of Jesus, I’ll consider them Christians too — even though, so far as I can tell, Jesus never claimed to be God.

If someone like John Adams and Thomas Jefferson and the Rev. Dr. Joseph Priestley honored Jesus and endeavored to follow his teachings, they should not be denied the name “Christian” merely because others who claim that name have embraced any number of extra-biblical doctrines.

I’ve heard Catholics occasionally say that theirs is the only “true church,” suggesting perhaps that Protestants are not truly Christians. I’ve heard Protestant preachers denounce the Pope as the Anti-Christ, insisting that Catholics can’t be true Christians because they follow the Pope rather than Christ.

I must confess, such attitudes offend my sensibilities.

[...]

I am reminded, quite frankly, of how New Hampshire’s Supreme Court ruled in 1868 the Dover, New Hampshire, First Unitarian Society of Christians’ chosen minister — the Rev. Francis Ellingwood Abbot — was insufficiently “Christian” to serve the Congregation that had called him. Justice Jonathan Everett Sargent’s opinion for the court quoted passages from Abbot’s sermons, to show that the minister was too open-minded to serve his congregation.

The Rev. Abbot, after all, had once preached:

“Whoever has been so fired in his own spirit by the overwhelming thought of the Divine Being as to kindle the flames in the hearts of his fellow men, whether Confucius, or Zoroaster, or Moses, or Jesus, or Mohammed, has proved himself to be a prophet of the living God; and thus every great historic religion dates from a genuine inspiration by the Eternal Spirit.”

In another sermon, Rev. Abbot even declared:

“America is every whit as sacred as Judea. God is as near to you and to me, as ever he was to Moses, to Jesus, or to Paul. Wherever a human soul is born into the love of truth and high virtue, there is the ‘Holy Land.’ Wherever a human soul has uttered its sincere and brave faith in the Divine, and thus bequeathed to us the legacy of inspired words, there is the ‘Holy Bible.’”

“If Protestantism would include Mr. Abbot in this case,” Justice Sargent opined for New Hampshire’s highest court, “it would of course include Thomas Jefferson, and by the same rule also Thomas Paine, whom Gov. Plumer of New Hampshire called ‘that outrageous blasphemer,’ that ‘infamous blasphemer,’ ‘that miscreant Paine,’ whose ‘Age of Reason’ Plumer had read ‘with unqualified disapprobation of its tone and temper, its course vulgarity, and its unfair appeals to the passions and prejudices of his readers.’”

Hale v. Everett, 53 N.H. 9, 16 Am. Rep. 82, 1868 N.H. LEXIS 47 (1868). See Charles B. Kinney, Jr., Church &State: The Struggle for Separation in New Hampshire, 1630-1900 113 (New York: Teachers College, Columbia Univ., 1955) (“One of the more celebrated cases in New Hampshire jurisprudence is that of Hale versus Everett.”); Carl H. Esbeck, Dissent and Disestablishment: The Church-State Settlement in the Early American Republic, 2004 B.Y.U. L. Rev. 1385, 1534 n.541 (“As late as 1868, the state supreme court decided that a Unitarian minister would not be allowed to use the town meeting house because of his heterodoxy, and in spite of being called and settled by a majority of the community.”).

You might suppose that being run out of the pulpit would sour the Rev. Abbot in his attitudes toward those who thought themselves more orthodox than he was. You would be wrong. Abbot went on to edit The Index, and on his retirement from that position in 1880 addressed those who gathered in his honor: “I know we are here Unitarians and Non-Unitarians, and I rejoice to stand with Christians, with Catholic and Protestant Christians alike, for justice and purity; and I will always do so. These things are more important than our little differences of theological opinion.” Farewell Dinner to Francis Ellingwood Abbot, on Retiring from the Editorship of “The Index” 14 (Boston: George H. Ellis, 1880) (remarks of Rev. Abbot, June 24, 1880).

It may be noted that Frederick Douglass praised Rev. Abbot for doing “much to break the fetters of religious superstition, for which he is entitled to gratitude.” Farewell Dinner, supra, at p. 48 (letter of June 15, 1880, from Frederick Douglass to the Rev. M.J. Savage).


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.
8.14.2008 10:57pm
tommears (mail):
About 10 years ago my partner and I drafted wills through an attorney. The attorney had almost 2 full pages on 8.5 x 14 legal paper addressing our leaving the estate to the suriviving partner vs. our family. She wanted to leave no wiggle room for an upset sibling or 2nd cousin to contest the will.

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.
8.14.2008 11:37pm
neurodoc:
Was the case of Girard College somewhat or not at all apposite? In that case, the Supreme Court knocked out the provision in a will that directed money go only to educate "poor, white orphan boys"? So race, not religion was the issue there, hence no Establishment Clause problem, rather a XIV Amendment one after Brown v Board of Education. And though a private institution, Girard's will specified certain government officeholders were to serve as school trustees. If a will or trust provision offends a court's sensibilities, that is the court's notion of what is right and wrong even if not clearly illegal, is it going to be gutted on one basis or another?

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.)
8.14.2008 11:40pm
neurodoc:
tommears, to discourage challenges to a will, some testamentors add a provision that if any beneficiary challenges the will, then the cost of defending the will against their challenge will be subtracted from whatever benefit they were to get. Of course, for that to have a deterent effect, the will must have provided something for the would-be challenger to make them think twice about whether they wanted to risk coming out with less than they would have had if they had not challenged.
8.14.2008 11:50pm
ReaderY:
Given that Israel has established rabbinical courts, one could always consider it a matter of international law. Then again, the Israeli rabbinate has sometimes come pretty close to declaring all of America not to be Jewish -- they don't think American Orthodox rabbis are really sufficiently Orthodox and have been increasingly refusing to recognize their conversions. See e.g. here. There was a famous case where the rabbinate threw out the conversion of person adopted as an infant and raised in an Orthodox day school and declared him not Jewish just before his wedding because the rabbinate simply refused to believe that anyone in New Orleans could lead a Jewish life ("Is it possible to get kosher food in New Orleans?"). Recemtly a new rabbinate, in the course of throwing out a conversion authorized by an Israeli conversion court because the woman was not living a sufficiently Orthodox life, criticized the predecessor court's procedures in a way that suggested all its conversions, tens of thousands, might be considered invalid. See here, here

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
8.15.2008 12:23am
ReaderY:
It is quite possible that a person wishing to make such a will in the United States would need to identify a tribunal to arbitrate definitions. If it does, I would think that Indiana's claim that such a will would violate public policy would have First Amendment problems. If the state permits parents to set seculat conditions on their children inheriting, it would be difficult to understand why it could selectively refuse to accept religious conditions, particularly if the only religious conditions it didn't accept were ones it didn't approve of.
8.15.2008 12:39am
Eugene Volokh (www):
John: Soronel Haetir has it right -- you can surely leave your money to some named organization, whose practices you know and like. But if someone later challenges the Jewish Federation's behavior, claiming that it's not helping real Jews because the recipients didn't convert properly or were only half-Jewish on the wrong side or were Jews for Jesus or some such, I don't think civil courts could intervene.

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).
8.15.2008 12:39am
Tony Tutins (mail):
It's been a while since I had Property -- wouldn't this violate the Rule Against Perpetuities?

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.
8.15.2008 12:44am
thebookmisstress (www):
Actually, the idea of Jewish Federations is also questionable. Certainly the Jewish Federations I am familiar with fund programs that are not necessarily aimed only at Jews. (Such as funding the Community Centre, where the gym is used by the entire neighbourhood. Or the local Mount Sinai hospital, where everyone is welcome as a patient. Or funding disaster-relief work in Thailand a couple of years back.) I wonder if anyone could actually legally enforce a bequest to help only Jews via a Jewish Federation?
8.15.2008 12:59am
vassil petrov (mail):
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.

Since when does public policy have something to do with public?
8.15.2008 3:37am
Daryl Herbert (www):
Just update your will a couple times a year, naming people you want and not naming the rest.

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?
8.15.2008 3:49am
David Chesler (mail) (www):
If the will delegates the decision to the Chicago Board of Rabbis, doesn't that put the court in the position of making a determination of who is the Chicago Board of Rabbis? You've got to start with some set of axioms.

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

I wish to be buried at Woodbrook Cemetery in Woburn, Massachusetts, with my wife, Diane M. Chesler.
I also wish to be buried in accord with my religious faith by sundown of the next day. I also wish to have a marker which is appropriate to my faith on my grave site.

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

My organs must be donated for life saving purposes, to be interpreted as leniently as the Jewish faith allows
8.15.2008 10:44am
AnneS:
Daryl - But then they can't control what the beneficiaries do after the testator's death, which is the real point. I happen to disagree with the court's decision in this case, but think conditional bequests of this type are unwise and mean-spirited. The problem with trying to continue to control your descendants' life choices for decades after your death is that you never have a chance to change your mind and reconcile. Say granddaughter marries a non-Jew who refuses to convert. IF it happens while grandpa's alive, he will likely be angry. Life goes on. New husband turns out to be a great guy and agrees to raise the great-grandchildren Jewish. Grandpa gets over it. If grandpa is dead, on the other hand, granddaughter is not just disinherited, but she and all her (Jewish) children are treated like they are dead. Instead of remembering dear old grandad as a crotchety, but loving, man, she remembers him with bitterness and anger as a jerk who used his money to control his descendants' lives decades after his death.

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.
8.15.2008 10:57am
Houston Lawyer:
Regarding "dead to me",

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.
8.15.2008 11:01am
David M. Nieporent (www):
If the will delegates the decision to the Chicago Board of Rabbis, doesn't that put the court in the position of making a determination of who is the Chicago Board of Rabbis? You've got to start with some set of axioms.
Courts make factual determinations all the time; there's no problem there. The only problem comes when their factual determinations require them to make theological ones first. The CBR is a legal entity, not a religious one, so determining who it is doesn't require any religious decisions.
8.15.2008 11:03am
bradley:

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.


It's minhag.
8.15.2008 11:15am
David Chesler (mail) (www):
AnneS: Or vice versa (someone makes a gift while alive, or a bequest, and circumstances change such that if he knew then what he knows now, he wouldn't have made the gift. The moving finger having writ...)

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.
8.15.2008 12:03pm
Oren:


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.

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?
8.15.2008 12:21pm
AnneS:
Oh, I know, David. But I think there is a qualitative difference in basing a inter vivos gift or unconditional bequest on events that occured during the testator's life and placing a condition on a bequest that can cause it to fail based on a life choice the beneficiary makes after the testator dies. In the first instance, there is a back and forth that can play itself out while the principals are alive. It's easy to make a pronouncement about what you want your children or grandchildren to do with their lives (faith, marriage, sexuality, whatever) and declare that you don't want anything to do with them if they ever act contrary to your wishes. BUt there are shades of gray that inevitably accompany such choices/lifestyles, as well as the reality of alienation from a child/grandchild that has to be dealt with inter vivos. Enshrining your (untested) wishes to be imposed on choices your descendants make long after your death, regardless of context, can lead to results that the testator very likely wouldn't have been able to live with. Moreover, the descendant is left with anger and hurt that she has no opportunity to voice to her parent or grandparent. It's one thing to make your case to your parent and lose (or pass up opportunities to stop being the bad kid) - it's another to be deprived of the chance to resolve the matter with your parents and I think it engenders more bitterness than an honest inter vivos figh fight or estrangement.
8.15.2008 12:34pm
Johnnie (mail) (www):
What about racially exclusive private scholarships that state universities administer?
8.15.2008 1:07pm
Seamus (mail):
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.

I could never keep straight the rule against perpetuities and the Rule in Shelley's Case.
8.15.2008 3:55pm
PLR:
Some constitutional lawyer types may be dismayed by the reference to Shelley v. Kraemer. It's such a beautiful decision, and one hasn't needed to worry about Shepardizing it.
8.15.2008 4:51pm
ReaderY:

If the will delegates the decision to the Chicago Board of Rabbis, doesn't that put the court in the position of making a determination of who is the Chicago Board of Rabbis? You've got to start with some set of axioms.


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.
8.15.2008 6:55pm
Mocha Java (mail):
The last sentence of the dissent:

"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.
8.16.2008 10:36pm
Golda:
It sounds like people are suggesting two different solutions: 1) That the testator appoint an arbitrator to make the detemination; or 2) that the testator reference the standards of a religious council to determine if the person is a Jew.

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.
8.17.2008 8:42pm
A part time reader (mail):
the source for sitting shiva is originally from Rabeinu Gershom, who sat shiva when his son converted. According to the Orthodox interpretation, that would apply equally to a son becoming an athiest, and has nothing to do with intermarriage.
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
8.18.2008 1:28am
Happyshooter:
The judge that thought it was okay for courts to enforce a ban on non-jews:

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.
8.18.2008 11:54am
Chilaw (mail):
The briefs filed in the case (especially in the lower court, but also the appellee brief filed with the appellate court) argue the "what does it mean to be of the Jewish Faith" point.
8.19.2008 2:27pm