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TOPIC VII Module 2 Pt 2
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Benedict Nguyen
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Updated Jul 20, 2021
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Chapters
00:00
Chapter 1
00:06
Chapter 2
00:28
Chapter 3
07:36
Chapter 4
10:21
Chapter 5
13:45
Chapter 6
13:58
Chapter 7
Audio Transcript
Auto-generated
00:02 - 00:03
Continuing where you left off.
00:03 - 00:07
In topic seven module to we're looking at at inter
00:07 - 00:11
I'm sorry marty's Khalsa transfers and we send marty's can
00:11 - 00:14
also transfer is an act transferring the ownership of the
00:14 - 00:18
temporal goods to the pious cause upon the death of
00:18 - 00:18
the donor.
00:19 - 00:23
So here whereas the interview evils transfer is when the
00:23 - 00:24
donor is still alive.
00:24 - 00:28
The mortise Tulsa transfer is upon the death of the
00:28 - 00:31
donor. And we said that because of that certain implications
00:32 - 00:35
flow from that of course the capacity of the donor
00:35 - 00:36
to give has to be there.
00:37 - 00:40
But it may or may not be contractual depending on
00:40 - 00:42
how this mortis causa transfer is done.
00:43 - 00:46
So because of that it may or may not require
00:46 - 00:49
delivery. It may or may not require acceptance even depending
00:50 - 00:52
on how it's set up the what instrument is used.
00:53 - 00:56
The donor intent is still there and still controls.
00:58 - 00:59
It's revocable by the donor.
01:00 - 01:01
Unlike the interview evils transfer.
01:03 - 01:06
Because the intervals transfer transfer creates pretty much a contractual
01:07 - 01:08
relationship. Its contractual, it's a contract.
01:09 - 01:14
The the the donor then locks it in and it's
01:14 - 01:16
irrevocable unless both parties revoking.
01:17 - 01:20
But by the donor himself or herself cannot be revoked.
01:21 - 01:25
However, for mortise khalsa, it is not uh irrevocable.
01:26 - 01:27
In other words, it can be revoked.
01:28 - 01:28
And why is that?
01:29 - 01:33
Because the donor is still alive and more importantly for
01:33 - 01:34
revocation purposes?
01:35 - 01:39
The transfer has not yet happened because it's dependent upon
01:40 - 01:41
the death of the donor.
01:42 - 01:45
So because of that, it's still revocable so you can
01:45 - 01:47
have whatever instrument for a mortise khalsa.
01:48 - 01:50
But that instrument can't make it irrevocable.
01:51 - 01:56
That instrument is still revocable by the donor until and
01:56 - 01:58
upon the occasion of the donor's death.
01:59 - 02:00
That's why it's revocable.
02:02 - 02:05
The effect is that it's effective upon death.
02:06 - 02:10
Now, what about other civil law requirements and formalities Then
02:11 - 02:14
recall that in the interview evils transfer because it created
02:15 - 02:15
a contract.
02:15 - 02:19
It baptizes all of the civil law requirements.
02:20 - 02:23
You don't have that here because it's not a contractual
02:24 - 02:27
relationship. The civil law of contracts of the area does
02:27 - 02:28
not kick in.
02:29 - 02:34
So therefore, the code encourages the the other civil law
02:34 - 02:36
requirements because they can flesh out things a little bit,
02:36 - 02:37
they can make things a little bit more clear.
02:38 - 02:41
But it's not required for canonical validity.
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And that's a really important distinction to keep in mind.
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For intervene.
02:46 - 02:47
Evils transfers.
02:49 - 02:49
It is contractual.
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Therefore, the Civil War requirements of the area kick in
02:55 - 02:56
unless of course, it's contrary to natural law.
02:57 - 02:58
Divine law or canon law.
02:59 - 03:04
However, for uh, for for more discussion on the occasion
03:04 - 03:06
of death, it's not considered contractual.
03:07 - 03:10
So therefore, the, the civil law contracts of the area
03:10 - 03:12
is not required for validity.
03:14 - 03:18
It's encouraged that we follow those those those, uh, those
03:18 - 03:21
little provision of civil law and the formalities and things
03:21 - 03:24
like that because it makes things clear, but it's not
03:24 - 03:29
required for for validity if civil law formalities have been
03:29 - 03:33
omitted and thus presumably civilly invalid or illicit.
03:34 - 03:35
What should we do?
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So, in other words, we have a situation here where
03:39 - 03:43
this uh this transfer, calcium Ortiz on the occasion of
03:43 - 03:47
somebody's death has been done like say for through a
03:47 - 03:49
will or something last will and testament.
03:50 - 03:55
But the civil law formalities, we're not done so in
03:55 - 03:58
effect, what we have is we have a situation where
03:58 - 04:01
that instrument, whatever was done, that pious will, that instrument
04:02 - 04:05
that conveys that property upon the occasion of death.
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That's invalid civilly because it didn't follow, they didn't follow
04:11 - 04:12
the civil law requirements.
04:12 - 04:17
What happens then the answer is that is not considered
04:18 - 04:24
invalid economically economically, we still consider it valid even though
04:24 - 04:25
it's invalid civilly.
04:26 - 04:32
Once again, remember, because it's not a contractual relationship because
04:32 - 04:34
it's not contracture of the civil law hasn't kicked in.
04:34 - 04:36
So we have to follow that logic that if the
04:36 - 04:40
civil law requirements, not their civilly speaking, it may be
04:41 - 04:43
invalid, but technically it's still valid.
04:44 - 04:46
But we can have a pretty strange situation here.
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Pretty tough situation here.
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What should we do?
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The church says, well, if that's the case then what
04:53 - 04:55
we should do is we should go to the heirs
04:55 - 04:57
of the deceased, no causa mortis.
04:57 - 04:58
That means the person has died.
04:59 - 04:59
Now the donor has died.
05:00 - 05:02
Then we look at it and the civil law instrument
05:03 - 05:07
is invalid under civil law, but still we consider it
05:07 - 05:09
valid under canon law.
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What should happen?
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The heirs of the disease should be quote admonished admonished
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about which about the deceased intent.
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Now, the word admonished there, by the way, in english
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is a little harsher than than than it sounds.
05:28 - 05:30
We don't go and we wag our finger at at
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the the chairs and things like that.
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What it's saying is that that's the odd Maneri in
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in in latin to to warn towards give notice to
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bring to the attention of I think maybe a better
05:42 - 05:47
translation in in this context here, the authority, usually the
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ordinary should bring it to the attention of the deceased
05:52 - 05:54
members to say, look, this, even though there's a technicality
05:56 - 06:00
that made it invalid under civil law, the intention of
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the deceased is clearly to convey this property to these
06:04 - 06:05
purposes to this pious cause.
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The hope there is that the conscience of the deceased
06:10 - 06:13
members, uh heirs would kick in.
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Uh And so that admonishment, that warning is to say,
06:16 - 06:18
look, we're the moral thing to do.
06:18 - 06:21
The right thing to do is to honor the intent
06:21 - 06:22
of the deceased.
06:23 - 06:24
Now, can we make them?
06:24 - 06:25
Of course not.
06:25 - 06:27
We can't make them unless there's something under civil law
06:27 - 06:27
that we can do.
06:28 - 06:32
But economically, especially if somebody isn't bound to canon law,
06:32 - 06:36
we can't make the air's, uh, turn over the money,
06:36 - 06:36
turnover the property.
06:37 - 06:39
What we can do is to admonish them to warn
06:39 - 06:41
them to bring them up, bring it up to them,
06:41 - 06:44
that this the moral thing, the right thing to do
06:44 - 06:47
is to honor the intent of the deceased and then
06:47 - 06:48
let them work through that.
06:49 - 06:51
Let them struggle with that, perhaps, and hopefully that they
06:51 - 06:54
would still say, yeah, that that's the intention of the
06:54 - 06:56
deceased. And so therefore we're going to have some sort
06:57 - 06:59
of a provision some way we can work this out.
07:00 - 07:02
In other words, Canon law is saying that there is
07:02 - 07:06
still a moral canonical obligation to honor the donor intent,
07:06 - 07:10
even if there was a technicality not done under civil
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law. Okay, so that's the mortise Cossack.
07:14 - 07:17
The main thing, the main takeaway is to remember interview
07:17 - 07:19
evils transfers are contractual.
07:20 - 07:22
And so all those things kick in because we baptized
07:23 - 07:25
the kind of law, the civil law of contracts.
07:25 - 07:30
Whereas Morsy's Tulsa transfer transfers upon death are not contractual.
07:31 - 07:32
So therefore those things don't kick in.
07:33 - 07:36
And then we have these other provisions that follow from
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that going on.
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Then what are the two ways then that we can
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transfer mortis causa?
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Because remember we said that it may or may not
07:46 - 07:47
be contractual.
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I'm sorry.
07:49 - 07:51
It may or may not have these requirements and things
07:51 - 07:53
like that, depending on how it's done.
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Here are the two ways that it's done.
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So there's two ways where we can have a transfer
08:00 - 08:00
mortise Khalsa.
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The first way is My last will and testament.
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Last Will and testament.
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What's a transfer by Last Will and testament.
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This is a final declaration for the disposition of one's
08:11 - 08:13
temporal goods upon one's death.
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And this is what we know and understand in the
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silver realm as making your will, your last will and
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testament. This is something that you convey property, convey a
08:23 - 08:26
convey ownership and things like that upon death marty's Khalsa.
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A last will.
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And testament is not a gift.
08:32 - 08:32
It's not a gift.
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It's a convenience, but it technically is not a gift.
08:37 - 08:41
Therefore, this last will and testament is not considered a
08:41 - 08:44
contract. If it's not considered a contract.
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Those things that we said just just a little while
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ago, all kick in, which means that the civil law
08:50 - 08:52
contracts does not kick in.
08:53 - 08:58
So therefore there is no requirement of formal delivery by
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the donor.
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If the last will and testament says I give such
09:02 - 09:04
and such to the church or to the parish or
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something like that.
09:05 - 09:09
There's not a requirement that that actually be put on
09:09 - 09:12
the truck and driven over to the parish garage.
09:13 - 09:17
Yet the conveniences still valid even though that delivery has
09:18 - 09:18
not happened.
09:19 - 09:22
So delivery is not required, there's no need for acceptance
09:23 - 09:25
by the beneficiary before the donor's death.
09:25 - 09:29
The parish doesn't have to accept that before the beneficiary
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before the donor dies because it hasn't been conveyed yet.
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Remember it's it's effective upon death.
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So therefore we don't require delivery.
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We don't require acceptance by the beneficiary.
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So in this, in our example, the parish doesn't have
09:44 - 09:47
to accept it before the donor's death because it hasn't
09:47 - 09:47
happened yet.
09:49 - 09:52
It's revocable by the donor once again because the donor
09:52 - 09:52
is still alive.
09:53 - 09:56
So, so long as the donor is still alive, it's
09:56 - 10:00
revocable. Nobody can come later on and say no, you're
10:00 - 10:00
locked into that.
10:01 - 10:03
You can't change it and know that as long as
10:03 - 10:05
the donor is alive, it hasn't kicked in yet.
10:06 - 10:08
So therefore it can still be revoked, it can still
10:08 - 10:08
be changed.
10:09 - 10:11
It can still be the other provisions made.
10:11 - 10:12
Things like that.
10:12 - 10:13
That's not binding yet.
10:15 - 10:17
Of course it becomes effective at death.
10:17 - 10:18
So a last will and testament.
10:18 - 10:20
All these things are applicable.
10:24 - 10:27
What about the civil law requirements then for for uh
10:28 - 10:29
last Will and testament don't.
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The civil law contracts kick in.
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And the answer as well.
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No, it doesn't.
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Because it's not a contract, it's a last will and
10:36 - 10:37
testament. We don't consider that contractual.
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So therefore, the civil law formalities are encouraged but not
10:43 - 10:44
required for canonical validity.
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So even if a will, a last will and testament
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is invalid under civil law.
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For purposes of pious wills.
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In other words, purposes of conveying to a supernatural purpose
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or or spiritual purpose.
10:59 - 11:02
We do not require for economical validity that the Civil
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law requirements of will's last wills and testimony be all
11:06 - 11:07
there once again, though.
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Remember that strange situation that we would have then where
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it would be civilly invalid but economically valid.
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That's where that admonition that that that that bring to
11:17 - 11:19
the attention of the heirs.
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That's when that needs to happen.
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The civil law formalities have been omitted and then the
11:24 - 11:27
admonishment, is there just repeated before.
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Note that though Canon law does not require here the
11:31 - 11:34
civil all formalities to be done for canonical validity, proof
11:35 - 11:38
of the presence of the intent of the donor and
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the last will and testament must be present.
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The civil law requirements for a valid last will and
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testament greatly helped to prove this, but Canon law does
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not require the Civil law requirements for validity.
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Okay, So what are we saying here?
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What we're saying is, yeah.
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Even though when we have a last will and testament,
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we don't require all the civil law formalities of it.
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We still have to be able to prove that that
12:03 - 12:04
was the intent of the donor.
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We still have to be able to prove that that
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was the intent of the deceased.
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If we can't prove that, then obviously we can't show
12:12 - 12:14
that there was some sort of a last will and
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testament that envisioned a conveyance upon the death of the
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of the donor.
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So, the civil law requirements can greatly help with that,
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but they are not required.
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So the civil law requirements, we say, yeah, look, in
12:27 - 12:28
the civil law requirements.
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This happened.
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This happened, this happened.
12:31 - 12:32
So that's as proof.
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But we're making a distinction here that even though we
12:35 - 12:39
accept that as proof, we don't require exactly a B
12:39 - 12:39
and C.
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Under civil law in order to prove canonical validity.
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So we accept other kinds of proofs.
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In other words, if there is something that's outside of
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what civil law requires and may not affect the validity
12:52 - 12:55
under civil law, we may still accept it so long
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as we can show clearly in a proof way that
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this was the intent of the donor.
13:02 - 13:06
That's incredibly important because it's a distinction.
13:07 - 13:10
We don't follow civil law requiring a B and C.
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But if a B and C happened, it helps to
13:13 - 13:16
prove economically that there was the intent that's there.
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So I hope you see that the distinction there, it's
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a very fine distinction.
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But we're not beholden to civil law in this case
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because it's not contractual, but we still do need to
13:28 - 13:31
prove that that was the intent of the donor.
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And to prove it will adopt.
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We can adopt, we can show as proof some of
13:36 - 13:39
the civil law requirements, but we don't require that.
13:39 - 13:41
We accept other proofs as well.
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We'll continue with the uh, with this module.
13:46 - 13:48
News a little bit of a longer module with the
13:48 - 13:51
second way the gift mortise call.
13:51 - 13:54
So what we call the gift in Contemplation of death
13:54 - 13:56
will do that in the next part here.
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