project_zeta_q030_locked_gamma_eta_star_will_recognition_mvp_2026_05_17

Q-030 γ.η★ Probate.WillRecognition MVP LOCKED 2026-05-17

Lock: γ.η★ universal-classifier composition Day-1. A-178 arch-state v3.72 → v3.73. SECOND foundational rule for Probate module Phase-α after Q-029 β.η★ Estate. Conflict-of-laws + case-law-integration cross-cutting class per Q-026.2 P-07 + P-08 + Q-028 P-07 (c)-fold cascade-routing target.

γ.η★ shape

Universal-classifier composition Day-1 composing 13 prior cascade locks:

2 NEW SKOS classifier schemes Day-1

RecognitionBasisScheme (9 universal values):

• by-place-of-execution (Hague Art 1(a) + Wills Act 1963 s.1(a))
• by-nationality-at-execution-or-death (Hague Art 1(b) + Wills Act 1963 s.1(d))
• by-domicile-at-execution (Wills Act 1963 s.1(b))
• by-domicile-at-death (Wills Act 1963 s.1(c) + Swiss IPRG Art 90 last-domicile)
• by-habitual-residence-at-execution-or-death (Hague Art 1(d) + EU SR 650/2012 Art 21)
• by-situs-immovables (Hague Art 1(e) + Wills Act 1963 s.1(e); scissionist-applicability)
• by-eu-sr-650-2012-art-22-election (EU SR explicit choice-of-law)
• by-common-law-comity (UK&W default for foreign-validly-executed)
• by-civil-law-renvoi (Swiss IPRG Art 91)

ConflictOfLawsMethodScheme (3 universal values):

• universalist (EU SR default + Swiss IPRG movables)
• scissionist (UK&W common-law + Swiss IPRG Art 91 immovables abroad)
• mixed (per-asset-class classification)

SSSOM 20-row mapping_set Day-1

Bridging RecognitionBasisScheme + ConflictOfLawsMethodScheme to:

• UK Wills Act 1963 s.1 (a-e)
• Hague Convention 1961 Art 1 (a-e)
• EU SR 650/2012 Art 21 + 22
• Swiss IPRG Art 89-96 (including Art 90 last-domicile + Art 91 renvoi + scissionist immovables)

WillRecognition class (17 slots)

id + will_instrument(FK) + recognition_jurisdiction + recognition_status + recognition_basis + conflict_of_laws_method + 5 domicile/nationality/habitual-residence slots + choice_of_law_election bool + elected_applicable_law + election_date Mopsa-c + european_certificate_of_succession_reference + case_law_doctrines_applied multivalued string + faith_tradition_pillar NULLABLE

Catala typing-surface Phase-1 / rule body Phase-5

• WillRecognitionCheck.RecognitionBasisDecisionTree — 7-factor decision tree typing surface Phase-1 S2 (P-01 + P-10 fold)
• S3 lock-DEFERABLE Catala 7-factor decision tree spike scheduled Phase-1 S2 per Q-019 ε.ζ on-publish CI-time

v6.6 substrate consulted (clean-break)

• UK&W: Wills Act 1963 s.1 (statutory implementation of Hague Convention 1961) + common-law comity precedent
• Scotland: Wills Act 1963 applies + Scots-law conflict-of-laws (parallel statutory regime)
• Switzerland: IPRG Art 89-96 (Bundesgesetz über das Internationale Privatrecht — succession conflict-of-laws statute; Art 90 last-domicile + Art 91 renvoi mechanism for immovables abroad)
• EU SR 650/2012: Article 21 (habitual residence default applicable law) + Article 22 (testator choice-of-law election to law of nationality lex patriae) + European Certificate of Succession Chapter VI
• v6.6 eu-succession.json: BrusselsIVChoiceOfLaw $defs(habitualResidence+nationalityElection+electedNationality+electionDate)+‘EuropeanCertificateOfSuccession‘$defs directly transferred
• Case-law: Banks v Goodfellow capacity test + Re Cousen [1937] Ch 381 contingent-substitution + Re Greenwood [1903] 1 Ch 749 substitutional gift + Wills Act 1837 s.9 doctrinal interpretation

NO v6.6 paths in lock outputs.

P-10 NEW persona library addition (peer-reviewer-personas.md v1.0 → v1.1)

P-10 Civil-law cross-border conflict-of-laws scholar (Marius Berenbrok / Adrian Bormann type) — Heidelberg + Max Planck Institute Comparative + International Private Law. Publishes IPRax + RabelsZ. Cares about renvoi mechanisms + scissionist-vs-universalist + bilateral treaty interaction + Swiss IPRG + EU SR + Hague Convention divergences + ECS issued-vs-recognised + post-Brexit UK→EU interaction. Distinct from P-07 Mishcon UK-anchored + P-08 Lawsky US-anchored.

Pattern established: per-Q persona-library growth follows (c)-fold cascade-routing. When a Q surfaces external-reviewer-shape not in library, add + flag + then lock the Q per v3.13 directive discipline.

Methodology footprint (v3.15)

Step	Outcome
Step 6 RESEARCH SWEEP RC1-RC7	Average 4.57/5
Step 6h v6.6 substrate consultation	v6.6 eu-succession.json BrusselsIVChoiceOfLaw + ECS defs distilled clean-break + Wills Act 1963 + Hague 1961 + Swiss IPRG
Step 6b Tier-2 pgvector	3 fresh queries on conflict-of-laws substrate
Step 7 scorecard	14 criteria × 8 options; Wsum 4.92 Σ raw 70/70
Step 7 per-flavour audit	FV 5.0 + IC 5.0 + FR 4.0 (c9 case-law partial) cleared no near-veto; γ.α NEAR-VETOED FR; γ.δ NEAR-VETOED IC+FR LOCK-BLOCKING
Step 7 international-scope sub-audit	PASS — UK + Hague + EU + Swiss IPRG explicit naming
Step 7 cascade-compliance sub-audit	13/13 clean
Sensitivity perturbations	8/8 robust; floor +0.27
Step 7.5 named-persona pass	5 personas including P-10 NEW; 7 objections (1 (a) + 5 (b) + 1 (c)-folded-inline)

11 sub_clarifications_locked

1. recognition_basis_scheme_skos_9_value_universal_hague_1961_wills_act_1963_eu_sr_swiss_iprg
2. conflict_of_laws_method_scheme_skos_3_value_universalist_scissionist_mixed
3. sssom_mapping_set_20_rows_validated_day_1
4. catala_will_recognition_check_phase_5_deferred_7_factor_decision_tree_typing_surface_phase_1_s2 (P-01 + P-10 fold)
5. recognition_basis_scheme_hague_1961_wills_act_1963_isomorphic_7_factor_mapping_with_provenance_dual_citation (P-04 (b)-fold)
6. case_law_doctrines_applied_structured_phase_1_5_partner_firm_dd_per_a_141_string_list_day_1_with_specified_format (P-07 (c)-fold)
7. swiss_iprg_eu_sr_divergence_per_factor_recognition_basis_scheme_enum_handles_both_rules (P-10 (b)-fold)
8. faith_tradition_overlay_on_recognition_basis_advisory_layered_per_a_115_phase_1_5_catala_muslim_will_recognition_check (P-FR-FAITH-01 (b)-fold)
9. faith_tradition_pillar_nullable_q_024_1_a_171_10_sub_pillar_advisory_layered cross-link
10. wills_mvp_cross_link_q_026_2_a_173_will_fk_plus_recognition_status_plus_will_form_scheme
11. p_10_marius_berenbrok_civil_law_cross_border_persona_library_addition_v1_0_to_v1_1

Spike outcomes

S1 LinkML 1.10 7-generator (lock-BLOCKING): VALIDATED — 7/7 generators emit clean:

Generator	Lines
gen-pydantic	368
gen-json-schema	177
gen-typescript	133
gen-jsonld	1074
gen-python	424
gen-shacl —non-closed	107 (1 NodeShape — WillRecognition class)
gen-sqla	66
Total	2349L

S2 SSSOM 1.1 validate (lock-BLOCKING): VALIDATED — sssom-py validate PASS on 20-row mapping_set.

S3 Catala 7-factor decision tree (lock-DEFERABLE): Phase-1 S2 scheduled per Q-019 ε.ζ on-publish CI-time.

Pattern observations

• TWENTY-SEVENTH refined-prompt-era ζ.2 lock
• TENTH consecutive bold-synthesis lock post-Q-025 META-break; counter-pattern check CONFIRMS substrate-derived (Wills Act 1963 + Hague 1961 + EU SR + Swiss IPRG all statute-grounded Day-1)
• P-10 NEW library addition — FIRST persona-library expansion since v1.0; pattern established for per-Q library growth following (c)-fold cascade-routing
• Probate module advancing — 1/8 → 2/8 (Estate + WillRecognition); next likely Probate.GrantOfRepresentation
• 9-value RecognitionBasisScheme largest single-Q SKOS enum to date in Wills-MVP-Probate-MVP cluster (vs Q-024.1 10 sub-pillar; Q-027.2 4+4+7 split; Q-028 5+5 split; Q-029 4+3+7 split)
• v6.6 eu-succession.json substrate directly transferred — BrusselsIVChoiceOfLaw + EuropeanCertificateOfSuccession defs distilled cleanly into v2-native slot structure
• Phase-3 axis 4/30-45 → 5/30-45

NEXT

Q-031 likely Probate.GrantOfRepresentation (universal classifier for authorisation documents — UK&W 5 grant forms grant_of_probate + letters_of_administration + letters_of_administration_with_will_annexed + limited_grant + de_bonis_non + Scotland Sheriff Court Confirmation + Switzerland Erbschein cantonal authority). OR Q-031 case-law-integration class for structured case-law citation per P-07 (c)-fold (Phase-1.5+ deferred per A-141 standards-engagement; could be pulled forward if partner-firm DD pressure).

Related

• [[project_zeta_q029_locked_beta_eta_star_probate_estate_mvp_2026_05_17]] — Q-029 Probate.Estate (cross-link Estate.domicile_jurisdiction reference)
• [[project_zeta_q028_locked_nu_eta_star_substitution_clause_mvp_2026_05_17]] — Q-028 (c)-fold cascade-routing target case-law-integration
• [[project_zeta_q026_2_locked_psi_eta_beta_star_re_answer_2026_05_17]] — Q-026.2 Will FK + RecognitionStatusScheme + WillFormScheme cross-link source + P-07 P-08 (c)-fold cascade-routing source
• [[project_zeta_q024_1_q025_1_faith_tradition_cluster_re_answer_2026_05_17]] — Q-024.1 FaithTraditionPillar substrate
• [[project_zeta_q009_1_locked_iota_epsilon_beta_alpha_iri_base_migration_2026_05_17]] — Q-009.1 openinherit.org canonical IRI base
• [[refined_prompt_v3_15_released_v6_6_substrate_consultation_clean_break_2026_05_17]] — v3.15 directive
• A-178 Q-030 γ.η★ (this lock); A-177 Q-029 β.η★ predecessor in Probate module
• A-124 — Phase-3 module-authoring sequence Wills → Probate → Trusts
• spike-reference at docs/superpowers/specs/spike-references/2026-05-17-q030-will-recognition-mvp/probate.linkml.yaml + probate-will-recognition-mapping-set.sssom.tsv (20 rows)
• peer-reviewer-personas.md v1.0 → v1.1 (P-10 ADDED)