TOPIC VII Module 2 Pt 2

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by Benedict Nguyen7 views·Updated Jul 20, 2021

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  1. Continuing where you left off.
  2. In topic seven module to we're looking at at inter
  3. I'm sorry marty's Khalsa transfers and we send marty's can
  4. also transfer is an act transferring the ownership of the
  5. temporal goods to the pious cause upon the death of
  6. the donor.
  7. So here whereas the interview evils transfer is when the
  8. donor is still alive.
  9. The mortise Tulsa transfer is upon the death of the
  10. donor. And we said that because of that certain implications
  11. flow from that of course the capacity of the donor
  12. to give has to be there.
  13. But it may or may not be contractual depending on
  14. how this mortis causa transfer is done.
  15. So because of that it may or may not require
  16. delivery. It may or may not require acceptance even depending
  17. on how it's set up the what instrument is used.
  18. The donor intent is still there and still controls.
  19. It's revocable by the donor.
  20. Unlike the interview evils transfer.
  21. Because the intervals transfer transfer creates pretty much a contractual
  22. relationship. Its contractual, it's a contract.
  23. The the the donor then locks it in and it's
  24. irrevocable unless both parties revoking.
  25. But by the donor himself or herself cannot be revoked.
  26. However, for mortise khalsa, it is not uh irrevocable.
  27. In other words, it can be revoked.
  28. And why is that?
  29. Because the donor is still alive and more importantly for
  30. revocation purposes?
  31. The transfer has not yet happened because it's dependent upon
  32. the death of the donor.
  33. So because of that, it's still revocable so you can
  34. have whatever instrument for a mortise khalsa.
  35. But that instrument can't make it irrevocable.
  36. That instrument is still revocable by the donor until and
  37. upon the occasion of the donor's death.
  38. That's why it's revocable.
  39. The effect is that it's effective upon death.
  40. Now, what about other civil law requirements and formalities Then
  41. recall that in the interview evils transfer because it created
  42. a contract.
  43. It baptizes all of the civil law requirements.
  44. You don't have that here because it's not a contractual
  45. relationship. The civil law of contracts of the area does
  46. not kick in.
  47. So therefore, the code encourages the the other civil law
  48. requirements because they can flesh out things a little bit,
  49. they can make things a little bit more clear.
  50. But it's not required for canonical validity.
  51. And that's a really important distinction to keep in mind.
  52. For intervene.
  53. Evils transfers.
  54. It is contractual.
  55. Therefore, the Civil War requirements of the area kick in
  56. unless of course, it's contrary to natural law.
  57. Divine law or canon law.
  58. However, for uh, for for more discussion on the occasion
  59. of death, it's not considered contractual.
  60. So therefore, the, the civil law contracts of the area
  61. is not required for validity.
  62. It's encouraged that we follow those those those, uh, those
  63. little provision of civil law and the formalities and things
  64. like that because it makes things clear, but it's not
  65. required for for validity if civil law formalities have been
  66. omitted and thus presumably civilly invalid or illicit.
  67. What should we do?
  68. So, in other words, we have a situation here where
  69. this uh this transfer, calcium Ortiz on the occasion of
  70. somebody's death has been done like say for through a
  71. will or something last will and testament.
  72. But the civil law formalities, we're not done so in
  73. effect, what we have is we have a situation where
  74. that instrument, whatever was done, that pious will, that instrument
  75. that conveys that property upon the occasion of death.
  76. That's invalid civilly because it didn't follow, they didn't follow
  77. the civil law requirements.
  78. What happens then the answer is that is not considered
  79. invalid economically economically, we still consider it valid even though
  80. it's invalid civilly.
  81. Once again, remember, because it's not a contractual relationship because
  82. it's not contracture of the civil law hasn't kicked in.
  83. So we have to follow that logic that if the
  84. civil law requirements, not their civilly speaking, it may be
  85. invalid, but technically it's still valid.
  86. But we can have a pretty strange situation here.
  87. Pretty tough situation here.
  88. What should we do?
  89. The church says, well, if that's the case then what
  90. we should do is we should go to the heirs
  91. of the deceased, no causa mortis.
  92. That means the person has died.
  93. Now the donor has died.
  94. Then we look at it and the civil law instrument
  95. is invalid under civil law, but still we consider it
  96. valid under canon law.
  97. What should happen?
  98. The heirs of the disease should be quote admonished admonished
  99. about which about the deceased intent.
  100. Now, the word admonished there, by the way, in english
  101. is a little harsher than than than it sounds.
  102. We don't go and we wag our finger at at
  103. the the chairs and things like that.
  104. What it's saying is that that's the odd Maneri in
  105. in in latin to to warn towards give notice to
  106. bring to the attention of I think maybe a better
  107. translation in in this context here, the authority, usually the
  108. ordinary should bring it to the attention of the deceased
  109. members to say, look, this, even though there's a technicality
  110. that made it invalid under civil law, the intention of
  111. the deceased is clearly to convey this property to these
  112. purposes to this pious cause.
  113. The hope there is that the conscience of the deceased
  114. members, uh heirs would kick in.
  115. Uh And so that admonishment, that warning is to say,
  116. look, we're the moral thing to do.
  117. The right thing to do is to honor the intent
  118. of the deceased.
  119. Now, can we make them?
  120. Of course not.
  121. We can't make them unless there's something under civil law
  122. that we can do.
  123. But economically, especially if somebody isn't bound to canon law,
  124. we can't make the air's, uh, turn over the money,
  125. turnover the property.
  126. What we can do is to admonish them to warn
  127. them to bring them up, bring it up to them,
  128. that this the moral thing, the right thing to do
  129. is to honor the intent of the deceased and then
  130. let them work through that.
  131. Let them struggle with that, perhaps, and hopefully that they
  132. would still say, yeah, that that's the intention of the
  133. deceased. And so therefore we're going to have some sort
  134. of a provision some way we can work this out.
  135. In other words, Canon law is saying that there is
  136. still a moral canonical obligation to honor the donor intent,
  137. even if there was a technicality not done under civil
  138. law. Okay, so that's the mortise Cossack.
  139. The main thing, the main takeaway is to remember interview
  140. evils transfers are contractual.
  141. And so all those things kick in because we baptized
  142. the kind of law, the civil law of contracts.
  143. Whereas Morsy's Tulsa transfer transfers upon death are not contractual.
  144. So therefore those things don't kick in.
  145. And then we have these other provisions that follow from
  146. that going on.
  147. Then what are the two ways then that we can
  148. transfer mortis causa?
  149. Because remember we said that it may or may not
  150. be contractual.
  151. I'm sorry.
  152. It may or may not have these requirements and things
  153. like that, depending on how it's done.
  154. Here are the two ways that it's done.
  155. So there's two ways where we can have a transfer
  156. mortise Khalsa.
  157. The first way is My last will and testament.
  158. Last Will and testament.
  159. What's a transfer by Last Will and testament.
  160. This is a final declaration for the disposition of one's
  161. temporal goods upon one's death.
  162. And this is what we know and understand in the
  163. silver realm as making your will, your last will and
  164. testament. This is something that you convey property, convey a
  165. convey ownership and things like that upon death marty's Khalsa.
  166. A last will.
  167. And testament is not a gift.
  168. It's not a gift.
  169. It's a convenience, but it technically is not a gift.
  170. Therefore, this last will and testament is not considered a
  171. contract. If it's not considered a contract.
  172. Those things that we said just just a little while
  173. ago, all kick in, which means that the civil law
  174. contracts does not kick in.
  175. So therefore there is no requirement of formal delivery by
  176. the donor.
  177. If the last will and testament says I give such
  178. and such to the church or to the parish or
  179. something like that.
  180. There's not a requirement that that actually be put on
  181. the truck and driven over to the parish garage.
  182. Yet the conveniences still valid even though that delivery has
  183. not happened.
  184. So delivery is not required, there's no need for acceptance
  185. by the beneficiary before the donor's death.
  186. The parish doesn't have to accept that before the beneficiary
  187. before the donor dies because it hasn't been conveyed yet.
  188. Remember it's it's effective upon death.
  189. So therefore we don't require delivery.
  190. We don't require acceptance by the beneficiary.
  191. So in this, in our example, the parish doesn't have
  192. to accept it before the donor's death because it hasn't
  193. happened yet.
  194. It's revocable by the donor once again because the donor
  195. is still alive.
  196. So, so long as the donor is still alive, it's
  197. revocable. Nobody can come later on and say no, you're
  198. locked into that.
  199. You can't change it and know that as long as
  200. the donor is alive, it hasn't kicked in yet.
  201. So therefore it can still be revoked, it can still
  202. be changed.
  203. It can still be the other provisions made.
  204. Things like that.
  205. That's not binding yet.
  206. Of course it becomes effective at death.
  207. So a last will and testament.
  208. All these things are applicable.
  209. What about the civil law requirements then for for uh
  210. last Will and testament don't.
  211. The civil law contracts kick in.
  212. And the answer as well.
  213. No, it doesn't.
  214. Because it's not a contract, it's a last will and
  215. testament. We don't consider that contractual.
  216. So therefore, the civil law formalities are encouraged but not
  217. required for canonical validity.
  218. So even if a will, a last will and testament
  219. is invalid under civil law.
  220. For purposes of pious wills.
  221. In other words, purposes of conveying to a supernatural purpose
  222. or or spiritual purpose.
  223. We do not require for economical validity that the Civil
  224. law requirements of will's last wills and testimony be all
  225. there once again, though.
  226. Remember that strange situation that we would have then where
  227. it would be civilly invalid but economically valid.
  228. That's where that admonition that that that that bring to
  229. the attention of the heirs.
  230. That's when that needs to happen.
  231. The civil law formalities have been omitted and then the
  232. admonishment, is there just repeated before.
  233. Note that though Canon law does not require here the
  234. civil all formalities to be done for canonical validity, proof
  235. of the presence of the intent of the donor and
  236. the last will and testament must be present.
  237. The civil law requirements for a valid last will and
  238. testament greatly helped to prove this, but Canon law does
  239. not require the Civil law requirements for validity.
  240. Okay, So what are we saying here?
  241. What we're saying is, yeah.
  242. Even though when we have a last will and testament,
  243. we don't require all the civil law formalities of it.
  244. We still have to be able to prove that that
  245. was the intent of the donor.
  246. We still have to be able to prove that that
  247. was the intent of the deceased.
  248. If we can't prove that, then obviously we can't show
  249. that there was some sort of a last will and
  250. testament that envisioned a conveyance upon the death of the
  251. of the donor.
  252. So, the civil law requirements can greatly help with that,
  253. but they are not required.
  254. So the civil law requirements, we say, yeah, look, in
  255. the civil law requirements.
  256. This happened.
  257. This happened, this happened.
  258. So that's as proof.
  259. But we're making a distinction here that even though we
  260. accept that as proof, we don't require exactly a B
  261. and C.
  262. Under civil law in order to prove canonical validity.
  263. So we accept other kinds of proofs.
  264. In other words, if there is something that's outside of
  265. what civil law requires and may not affect the validity
  266. under civil law, we may still accept it so long
  267. as we can show clearly in a proof way that
  268. this was the intent of the donor.
  269. That's incredibly important because it's a distinction.
  270. We don't follow civil law requiring a B and C.
  271. But if a B and C happened, it helps to
  272. prove economically that there was the intent that's there.
  273. So I hope you see that the distinction there, it's
  274. a very fine distinction.
  275. But we're not beholden to civil law in this case
  276. because it's not contractual, but we still do need to
  277. prove that that was the intent of the donor.
  278. And to prove it will adopt.
  279. We can adopt, we can show as proof some of
  280. the civil law requirements, but we don't require that.
  281. We accept other proofs as well.
  282. We'll continue with the uh, with this module.
  283. News a little bit of a longer module with the
  284. second way the gift mortise call.
  285. So what we call the gift in Contemplation of death
  286. will do that in the next part here.