project_zeta_q029_locked_beta_eta_star_probate_estate_mvp_2026_05_17

Q-029 β.η★ Probate.Estate canonical container MVP LOCKED 2026-05-17

Lock: β.η★ universal-classifier composition Day-1. A-177 arch-state v3.71 → v3.72. FIRST foundational rule for Probate module Phase-α per A-124 sequence (Wills → Probate → Trusts → …). First Probate-module Q under v3.15. Wills MVP COMPLETE (Q-026.2 + Q-027.2 + Q-028) → Probate MVP STARTED.

β.η★ shape

Universal-classifier composition Day-1 composing 12 prior cascade locks (8 Phase-2 axes + Q-024.1 + Q-026.2 + Q-027.2 + Q-028):

3 NEW SKOS classifier schemes Day-1

Scheme	Values	Purpose
EstateAdministrationPhaseScheme	PRE-GRANT + POST-GRANT + DISTRIBUTION + CLOSED	universal lifecycle stages; maps UK&W pre-grant/grant/administration/closed + Scotland pre-confirmation/confirmation/administration/closed + Switzerland pre-Erbschein/Erbschein-issued/Erbteilung-ZGB-612/closed
TestacyStatusScheme	testate + intestate + partial-intestate	universal status; maps UK&W AEA 1925 s.46 + Scotland Succession Act 1964 + Switzerland ZGB Art 481 gesetzliche Erbfolge
ForcedHeirshipOverlayScheme (multivalued)	none + uk-ifpa-1975 + scotland-legal-rights + swiss-pflichtteil + muslim-faraid + hindu-huf + jewish-halachic	6-axis symmetric Day-1; multivalued (UK&W estate Hindu testator subject to uk-ifpa-1975 + hindu-huf simultaneously)

SSSOM 21-row mapping_set Day-1

Bridging EstateAdministrationPhase + TestacyStatus to 3 Phase-1 jurisdictions:

• EstateAdminPhase × 4 phases × 3 jurisdictions = 12 rows
• TestacyStatus × 3 statuses × 3 jurisdictions = 9 rows

Cross-link cascade (12 prior locks)

• Q-024.1 Φ.η.ε★ A-171 — FaithTraditionPillar 10-sub-pillar NULLABLE Day-1 per A-115 advisory-layered
• Q-026.2 ψ.η.β★ A-173 — Will FK + JurisdictionScheme cross-link
• Q-027.2 ξ.η’.β★ A-174 — Bequest distribution outcome FK
• Q-028 ν.η★ A-175 — SubstitutionClause applied FK

Catala Phase-5-deferred typing surface Phase-1

• ProbateAdministrationCheck.PhaseTransitionTypecheck — state-machine typecheck catches invalid phase transitions (cannot CLOSED before DISTRIBUTION); P-01 fold
• MuslimFaraidEstateCheck Phase-1.5+ wave-1 trigger per Q-024.1 pattern — Catala rule body consumes muslim-faraid sub-pillar value for forced-distribution check per Quran 4:11-12

v6.6 substrate consulted (clean-break — source-law citations only)

3 Phase-1 jurisdictions + 3 faith pillars distilled to v2-native vocabulary per v3.15 step 6h:

• UK&W: AEA 1925 ss.1-9 (estate vesting + PR duties) + AEA 1925 s.46 (intestacy + statutory legacy £322,000 post-2023 SI) + IHTA 1984 (gross/net + reliefs BPR/APR/CTR + RNRB taper at £2m + nilRateBand £325K frozen 2009) + IFPA 1975 (dependants override) + Forfeiture Act 1982 (unworthy heir)
• Scotland: Succession Scotland Act 1964 ss.8-9 (prior rights — dwellinghouse + furniture + financial provision) + T&S(S)A 2024 (legal rights jus relictae/jus relicti/legitim) + Confirmation of Executors Scotland Act 1858 (Sheriff Court confirmation) + Requirements of Writing Scotland Act 1995
• Switzerland: ZGB Art 537-640 (Erbschein issuance + estate liquidation) + ZGB Art 612 (Erbteilung partition) + ZGB Art 540 (Erbunwürdig) + ZGB Art 470-480 (Pflichtteil 2023 Erbrechtsrevision)
• Muslim faraid: Quran Surah An-Nisa 4:11-12 + classical fiqh (Hanafi/Shafi’i/Maliki/Hanbali Sunni + Jafari Shia) — faraid forced-distribution precedes wasiyya 1/3
• Hindu HUF: HSA 1956 + 2005 Amendment + HUF coparcener entitlement by birth (Mitakshara) or death (Dayabhaga)
• Jewish halachic: Talmudic Bava Batra + Shulchan Aruch + Israeli Succession Law 5765-1965 (bekhor double-share + maternal-relatives exclusion; halachic-strict pillar)

NO v6.6 paths in lock outputs.

Methodology footprint (FIRST Probate-module new-Q v3.15)

Step	Outcome
Step 6 RESEARCH SWEEP RC1-RC7	Average 4.57/5
Step 6h v6.6 substrate consultation	Applied 3 jurisdictions + 3 faith pillars distilled clean-break
Step 6b Tier-2 pgvector	3 fresh queries on Probate.Estate substrate; T52 + T59 + T60 + T-spike-eps-iota-S1 carry-over
Step 7 scorecard	14 criteria × 8 options; Wsum 4.93 Σ raw 70/70
Step 7 per-flavour audit	FV 5.0 + IC 5.0 + FR 5.0 cleared no near-veto; β.α NEAR-VETOED FR; β.δ NEAR-VETOED IC+FR LOCK-BLOCKING empty Q-026.2 referent
Step 7 international-scope sub-audit	PASS — 3 Phase-1 + 3 faith pillars symmetric Day-1
Step 7 cascade-compliance sub-audit	12/12 clean — A-115 + Q-005 + Q-008 + Q-012 + Q-014 + Q-015 + Q-019 + Q-021 + Q-024.1 + Q-026.2 + Q-027.2 + Q-028
Sensitivity perturbations	8/8 robust; floor +0.11
Step 7.5 named-persona pass	5 personas (P-01 Catala + P-04 OASIS + P-07 Mishcon + P-09 HMRC + P-FR-FAITH-01 Sharia) 10 objections (4 (a) + 5 (b) + 1 (c)-folded-inline-via-cascade-routing P-09 HMRC IHT400+IHT405+IHT100 form-field mapping Phase-1.5+ per A-141)

12 sub_clarifications_locked

1. estate_administration_phase_scheme_skos_4_value_universal_lifecycle (PRE-GRANT/POST-GRANT/DISTRIBUTION/CLOSED)
2. testacy_status_scheme_skos_3_value_universal (testate/intestate/partial-intestate)
3. forced_heirship_overlay_scheme_skos_7_value_multivalued_6_axis_symmetric_day_1
4. sssom_mapping_set_21_rows_validated_day_1 cross-jurisdiction
5. catala_probate_administration_check_phase_5_deferred_state_machine_typecheck_phase_1_s2 (P-01 fold)
6. catala_estate_administration_phase_state_machine_typecheck_phase_1_s2 (P-01 fold transition discipline)
7. forced_heirship_overlay_scheme_estate_level_vs_bequest_level_disambiguation (P-04 (b)-fold)
8. rnrb_taper_iht_form_selection_catala_rule_body_phase_5_deferred_typing_surface_estate_slots_phase_1 (P-07 (b)-fold)
9. hmrc_form_field_mapping_table_phase_1_5_per_a_141_standards_engagement (P-09 (c)-fold)
10. muslim_faraid_estate_check_phase_1_5_catala_rule_per_q_024_1_pattern (P-FR-FAITH-01 (a)-already-addressed)
11. faith_tradition_pillar_nullable_q_024_1_a_171_10_sub_pillar_advisory_layered cross-link
12. wills_mvp_cross_link_q_026_2_a_173_will_fk_plus_q_027_2_a_174_bequest_distribution_plus_q_028_a_175_substitution_applied

S1 + S2 spike outcomes — VALIDATED

S1 LinkML 1.10 7-generator (lock-BLOCKING): 7/7 generators emit clean on amended schema:

Generator	Lines
gen-pydantic	355
gen-json-schema	187
gen-typescript	130
gen-jsonld	1084
gen-python	420
gen-shacl —non-closed	98 (1 NodeShape — Estate class only)
gen-sqla	130
Total	2404L

S2 SSSOM 1.1 validate (lock-DEFERABLE): sssom-py validate PASS on 21-row mapping_set; ROBOT sssom:inject CI gate Day-1 eligible per Q-014 V5+ G-ROBOT-SSSOM-INJECT.

Pattern observations

• TWENTY-SIXTH refined-prompt-era ζ.2 lock (counting Q-029)
• NINTH consecutive bold-synthesis lock post-Q-025 META-break; counter-pattern check CONFIRMS substrate-derived (AEA 1925 + IHTA 1984 + Scotland Acts + ZGB + HSA + Quran + Bava Batra all statute-grounded Day-1)
• FIRST Probate-module Q under v3.15 — Wills MVP cluster Q-026.2 + Q-027.2 + Q-028 cascade pattern transferred cleanly to Probate
• Wills module Phase-α MVP COMPLETE + Probate module Phase-α MVP STARTED — module-transition discipline preserved per A-124
• Universal-classifier composition pattern continues — 3 NEW SKOS schemes (EstateAdministrationPhase + TestacyStatus + ForcedHeirshipOverlay multivalued) + SSSOM 21-row Day-1 (matches Q-027.2 31-row + Q-028 34-row pattern)
• ForcedHeirshipOverlayScheme 6-axis symmetric multivalued validates v3.14 C2 international-scope sub-audit pattern (multivalued enum values name jurisdictions/faiths in scheme values; SSSOM mapping at SKOS classifier level)
• A-177 supersession not applicable — Q-029 is NEW-Q increment not amendment; advances Phase-3 axis 3/30-45 → 4/30-45; Probate module 0/8 → 1/8

NEXT

Q-030 Probate.WillRecognition — conflict-of-laws + case-law-integration cross-cutting class per Q-026.2 P-07 + Q-026.2 P-08 + Q-028 P-07 (c)-fold cascade-routing target. Substrate to consult: Wills Act 1963 s.1 (UK&W choice-of-law rules for will formal validity) + Brussels IV-bis (EU Succession Regulation 650/2012) + Hague Convention 1961 (Conflicts of Laws Relating to Form of Testamentary Dispositions) + case-law-vs-statute integration patterns. Civil-law-cross-border named-persona needed (Marius Berenbrok type from Q-027 original; promote to library v1.1 as P-10 or P-11 if not already added).

Related

• [[project_zeta_q009_1_locked_iota_epsilon_beta_alpha_iri_base_migration_2026_05_17]] — Q-009.1 IRI base migration (Q-029 spike-reference files committed in same cascade commit)
• [[project_zeta_q028_locked_nu_eta_star_substitution_clause_mvp_2026_05_17]] — Q-028 SubstitutionClause MVP (cross-link source)
• [[project_zeta_q027_2_locked_xi_eta_prime_beta_star_re_answer_2026_05_17]] — Q-027.2 Bequest universal-classifier pattern (composability source)
• [[project_zeta_q026_2_locked_psi_eta_beta_star_re_answer_2026_05_17]] — Q-026.2 Will FK cross-link source
• [[project_zeta_q024_1_q025_1_faith_tradition_cluster_re_answer_2026_05_17]] — Q-024.1 FaithTraditionPillar 10-sub-pillar substrate
• A-176 Q-009.1 ι.ε.β.α★ — openinherit.org/schemas/probate/ canonical IRI base
• A-124 — Phase-3 module-authoring sequence (Wills → Probate → Trusts → Assets → …)
• spike-reference at docs/superpowers/specs/spike-references/2026-05-17-q029-probate-estate-mvp/probate.linkml.yaml + probate-estate-mapping-set.sssom.tsv (21 rows)