TT Claude Memory

project_zeta_q032_locked_epsilon_eta_star_personal_representative_mvp_2026_05_18

Properties1
description2026-05-18T10:00 BST. Q-032 ε.η★ Probate.PersonalRepresentative role-bearer expansion class shape MVP LOCKED (A-180 arch-state v3.74 → v3.75). FOURTH foundational rule for Probate module Phase-α after Q-029 + Q-030 + Q-031. FIRST FULL CASCADE-Q FILE under refined-prompt v3.16 + MQ-006 lock-cascade-discipline (cascade-Q file MANDATORY going forward; pre-commit hook check-lock-cascade-completeness.py enforces mechanically; 5 retrospective stubs Q-027..Q-031 author'd to restore answered-questions/ discoverability). Universal-classifier composition Day-1 composing 16 prior cascade locks. 3 NEW SKOS classifier schemes (AppointmentBasisScheme 5 + AcceptanceStatusScheme 4 + RemovalBasisScheme 4) + 2 supporting (RenunciationScopeScheme 4 + RenunciationBasisScheme 5) + 4 embedded inline classes (PersonalRepresentative + Renunciation + BondOfCaution + Removal per v6.6 Scotland 5-field structure). SSSOM 21-row mapping_set Day-1. 14 slots + 11 substrate-correcting findings folded (NCPR 2025 Amendment + Rule 37 retraction + Rules 47-48 citation + Switzerland substrate-thinness + T&S(S)A 2024 s.8 citation-correction + small-estates threshold + SCA 1981 s.114/s.116 + AJA 1985 s.50 citation-correction + Islamic wasi cross-school). 16 sub_clarifications_locked. Wsum 4.93 margin +0.73 ROBUST. Per-flavour FV+IC+FR 5.0. International-scope PASS 5 jurisdictions/schools. Cascade-compliance 15/15. Named-persona 5 (P-07 + P-09 + P-04 + P-10 + P-FR-FAITH-01) 15 obj 4 (a) + 9 (b) + 2 (c)-FOLDED. S1+S2 lock-BLOCKING VALIDATED + S3 Catala 4-rule lock-DEFERABLE. RC1-RC7 33/35 (94%) ROBUST. TWENTY-NINTH ζ.2 lock. TWELFTH consecutive bold-synthesis substrate-derived.

7 min read

Q-032 ε.η★ Probate.PersonalRepresentative role-bearer expansion MVP LOCKED 2026-05-18

Lock: ε.η★ universal-classifier composition Day-1. A-180 arch-state v3.74 → v3.75. FOURTH foundational rule for Probate module Phase-α after Q-029 + Q-030 + Q-031. FIRST FULL CASCADE-Q FILE under v3.16 lock-cascade-discipline — precedent-setter; MQ-006 codifies the discipline + 4-layer enforcement.

Lock-cascade-discipline restoration (concurrent with Q-032 lock)

Rich-directive 2026-05-18T10:00 BST surfaced the Q-027..Q-031 silent-drift incident (5 consecutive net-new locks without formal cascade-Q files at answered-questions/Q-NNN-*-locked.md). Rich-directive 2026-05-18T10:30 BST: “proceed with Option γ but first of all, ensure that this does not happen again.” 4-layer enforcement mechanism implemented mid-Q-032 cascade:

  1. PROMPT-level — refined-end-of-turn-directive.md v3.15 → v3.16 §1 step 1 rewritten to enumerate 5 MANDATORY artefacts checklist + pre-flight boundary-test + DRIFT-DETECTION sub-section
  2. TOOLING-level — ~/testatetech/docs-strategy/scripts/check-lock-cascade-completeness.py pre-commit hook refuses arch-state version bumps without paired Q-NNN-*-locked.md file
  3. MEMORY-level — feedback_lock_cascade_discipline_4_mandatory_artefacts.md (this dir; auto-loads in TT-scoped sessions)
  4. META-Q audit-trail — MQ-006-cascade-q-file-discipline-locked.md

Plus 5 retrospective stubs Q-027..Q-031 authored to restore ls answered-questions/ discoverability (every locked Q now has a Q-NNN file). Q-032 is the FIRST full cascade-Q file under v3.16.

ε.η★ shape

Universal-classifier composition Day-1 composing 16 prior cascade locks.

3 NEW SKOS classifier schemes Day-1

AppointmentBasisScheme (5 jurisdiction-neutral values):

  • named-in-will (UK&W AEA 1925 s.7 / Scotland executor_nominate / Switzerland Willensvollstrecker testator appointment per ZGB Art 517 / Islamic wasi named in wasiyya)
  • court-appointed-per-intestacy-priority (UK&W AEA 1925 s.46 priority order / Scotland executor_dative intestate)
  • court-appointed-creditor-petition (UK&W creditor’s grant / Scotland executor_creditor per Confirmation 1858)
  • public-trustee-default (UK&W AEA 1925 s.9 pre-grant vesting invariant per Parry & Kerridge §18.17-18 relation-back doctrine)
  • judicial-administrator (Switzerland Willensvollstrecker per ZGB Art 517-518 + Erbschaftsverwalter per ZGB Art 521+ per Künzle Berner Kommentar 3rd ed. + Federal Court BGE 77-II-122)

AcceptanceStatusScheme (4 values):

  • accepted (instantiates Q-008 R.δ ExecutorRole or AdministratorRole)
  • renounced (per NCPR Rule 37; never instantiated active role; may renounce in one capacity without renouncing in another)
  • predeceased (named executor died before testator)
  • removed (post-acceptance terminal state; instantiates Q-008 R.δ FormerExecutorRole)

RemovalBasisScheme (4 jurisdiction-neutral values):

  • passed-over-pre-grant (UK&W SCA 1981 s.116; pre-grant passing-over jurisdiction)
  • replaced-post-grant (UK&W AJA 1985 s.50 — CORRECTED from launch-prompt SCA 1981 s.50 citation error; post-grant High Court substitution per Re Goodman 2013 / Re Wilson 2016 doctrinal grounds)
  • disqualified-per-statute (Scotland T&S(S)A 2024 s.8 — CORRECTED from Q-031 s.80 citation; prosecution/conviction for murder/culpable homicide; in force 26 June 2024 + Switzerland ZGB Art 521 mismanagement)
  • agreed-resignation (consensual non-contested)

2 supporting SKOS schemes per NCPR 1987 Rule 37

  • RenunciationScopeScheme 4 values (probate-only / administration-only / both / specified-trust) — SUBSTRATE-CORRECTING per NCPR Rule 37 discipline
  • RenunciationBasisScheme 5 values (express / lower-degree-default / predeceased / court-removed / other) + renunciation_retracted boolean + renunciation_retracted_date Mopsa-c per Q-019 ε.ζ

SSSOM 21-row mapping_set Day-1

sssom-py validate exit 0. Bridges AppointmentBasisScheme + AcceptanceStatusScheme + RemovalBasisScheme to UK&W AEA 1925 + NCPR 1987 + SCA 1981 + AJA 1985 + Scotland Confirmation 1858 + T&S(S)A 2024 + Switzerland ZGB Art 517-518 + Quran 4:11-12 classical fiqh wasi cross-school.

PersonalRepresentative class — 14 slots + 4 embedded inline classes

Top-level slots (14): id + estate REQUIRED FK Q-029 + grant_of_representation REQUIRED FK Q-031 + role_bearer REQUIRED FK Q-008 R.δ + appointment_basis REQUIRED + acceptance_status REQUIRED + acceptance_date REQUIRED-IF-ACCEPTED Mopsa-c + acceptance_via_citation boolean + renunciation embedded Renunciation object + bond_of_caution embedded BondOfCaution object + removal embedded Removal object + iht_residual_liability_after_distribution boolean + concurrent_pr_count integer + faith_tradition_pillar NULLABLE FK Q-024.1.

4 embedded inline classes: PersonalRepresentative (top-level) + Renunciation (basis + scope + retracted + retracted_date) + BondOfCaution (required + obtained + provider + amount + reference — mirrors v6.6 Scotland 5-field structure) + Removal (basis + jurisdiction_statute + removal_date).

4 Catala rules (typing-surface Phase-1 S2 + Phase-5-deferred per Q-019)

  • PRAppointmentValidityCheck (UK&W AEA 1925 s.46 priority order; P-01 + P-07 fold)
  • ScotlandBondOfCautionRequirementCheck (T&S(S)A 2024 + Confirmation 1858 + small-estates threshold £36,000)
  • UKWPRConcurrencyLimitCheck (max 4 PRs per SCA 1981 s.114)
  • MuslimPRFaraidAdministrationCheck (Phase-1.5+ wave-1 per Q-024.1 pattern)

11 substrate-correcting findings folded vs launch-prompt baseline

  1. NCPR (Amendment) Rules 2025 (effective 3 Nov 2025) — online-mandatory for trust corporations + priority order for disputes between equally-entitled applicants + Scottish solicitors streamlined
  2. NCPR 1987 Rule 37 retraction discipline — renunciation per-capacity + retraction with registrar leave (exceptional after grant to lower-degree) → RenunciationScope + retracted boolean
  3. NCPR 1987 Rules 47-48 citation discipline → acceptance_via_citation boolean
  4. Switzerland v6.6 ZERO Willensvollstrecker substrate — substrate-thinness honestly recorded; forward-author from ZGB Art 517-518 + Künzle Berner Kommentar 3rd ed.
  5. T&S(S)A 2024 s.8 (NOT s.80) — Q-031 citation correction; in force 26 June 2024
  6. T&S(S)A 2024 small-estates threshold £36,000 — bond-of-caution removed for small estates
  7. Scotland.bondOfCaution v6.6 5-field embedded structure — required + obtained + provider + amount + reference (NOT flat boolean+Money)
  8. SCA 1981 s.116 passing-over pre-grant jurisdiction (distinct from post-grant removal)
  9. AJA 1985 s.50 (NOT SCA 1981 s.50) — launch-prompt citation correction at Q-032 lock
  10. Re Goodman 2013 / Re Wilson 2016 removal doctrinal grounds (P-07 (c)-fold → Phase-1.5+ per A-141)
  11. Islamic wasi cross-school discipline — Hanafi/Maliki trustworthy/truthful; Shafi’i just; multi-wasi composability universal

16 sub_clarifications_locked

  1. appointment_basis_scheme_skos_5_value_universal
  2. acceptance_status_scheme_skos_4_value_universal
  3. removal_basis_scheme_skos_4_value_universal_split_pre_grant_post_grant
  4. renunciation_scope_scheme_skos_4_value_per_ncpr_rule_37
  5. renunciation_basis_plus_retracted_boolean_per_ncpr_rule_37_substrate_correcting
  6. acceptance_via_citation_boolean_per_ncpr_rules_47_48_substrate_correcting
  7. bond_of_caution_embedded_object_5_field_per_v6_6_scotland_substrate
  8. iht_residual_liability_after_distribution_boolean_per_ihta_1984_esc_f18
  9. concurrent_pr_count_integer_per_sca_1981_s_114_uk_w_cap_4
  10. removal_embedded_object_basis_jurisdiction_statute_removal_date
  11. faith_tradition_pillar_nullable_per_q_024_1_a_171_advisory_layered_per_a_115
  12. catala_4_rules_phase_5_deferred_typing_surface_phase_1_s2
  13. sssom_mapping_set_21_rows_validated_day_1_uk_w_scotland_switzerland_muslim_faraid
  14. q_031_grant_of_representation_required_fk_a_179_cross_link
  15. q_029_estate_required_fk_a_177_cross_link
  16. q_008_r_delta_role_bearer_required_fk_a_152_cross_link

Methodology footprint (v3.15 Harvard-depth applied; v3.16 lock-cascade-discipline first full application)

StepOutcome
6a T-FILE CHECKT59 + T60 carry-over (no PR-dedicated T-file)
6b TIER-2 PGVECTOR5 queries (v6.6 hits strong; t-file hits sparse — substrate-thinness honestly recorded)
6c LIBRARYParry & Kerridge §18.17-18.18 + Künzle Berner Kommentar 3rd ed. (Phase-1.5+ acquisition; richard-task)
6d MEMORYQ-008 R.δ + Q-024.1 + Q-029 + Q-030 + Q-031 cascade context
6e WEB 5 parallelNCPR 2025 + ZGB 517-518 + T&S(S)A 2024 + SCA 1981 s.114/116 + AJA 1985 s.50 + Islamic wasi
6h V6.6 SUBSTRATE4 paths consulted; 11 substrate-correcting findings folded; clean-break preserved
6i RC1-RC733/35 (94%) ROBUST
Step 7 scorecard14 criteria × 8 options; Wsum 4.93 margin +0.73 ROBUST
Step 7 per-flavour auditFV+IC+FR 5.0 no near-veto
Step 7 international-scope sub-auditPASS — UK&W + Scotland + Switzerland + 5 Islamic schools
Step 7 cascade-compliance sub-audit15/15 clean
Sensitivity perturbations8/8 ROBUST floor +0.45
Step 7.5 named-persona pass5 personas; 15 obj 4(a) + 9(b) + 2(c)-FOLDED

Spike outcomes

S1 LinkML 1.10 7-generator (lock-BLOCKING): VALIDATED 7/7 — total 3160L:

  • gen-pydantic 484L / gen-json-schema 302L / gen-typescript 184L (4 informational uriorcurie warnings) / gen-jsonld 1317L / gen-python 577L / gen-shacl —non-closed 189L (4 NodeShapes — PersonalRepresentative + Renunciation + BondOfCaution + Removal) / gen-sqla 107L

S2 SSSOM 1.1 validate (lock-BLOCKING): VALIDATED — sssom-py validate exit 0 on 21-row mapping_set

S3 Catala 4-rule typing-surface (lock-DEFERABLE): Phase-1 S2 per Q-019 ε.ζ

S4 Q-031 T&S(S)A s.80→s.8 retrospective correction (lock-DEFERABLE): Phase-1.5+ richard-task

S5 Künzle Berner Kommentar 3rd ed. acquisition (lock-DEFERABLE): Phase-1.5+ ~€290

Pattern observations

  • TWENTY-NINTH refined-prompt-era ζ.2 lock
  • TWELFTH consecutive bold-synthesis lock — counter-pattern check substrate-derived confirmed
  • FIRST FULL CASCADE-Q FILE under v3.16 — precedent-setter for v3.16 lock-cascade-discipline
  • CONCURRENT MQ-006 LOCK — cascade-Q file discipline restored + 4-layer enforcement + 5 retrospective stubs
  • 2 critical statute-citation corrections: T&S(S)A 2024 s.80 → s.8 (Q-031 retrospective) + SCA 1981 s.50 → AJA 1985 s.50 (launch-prompt error corrected at lock)
  • v6.6 substrate-thinness honestly recorded: Switzerland Willensvollstrecker NOT in v6.6 (forward-author from ZGB statute + Künzle commentary)
  • Pattern-transfer vs Harvard-depth delta validated: 11 substrate-correcting findings via Harvard-depth would have been missed by pattern-transfer only
  • Probate module advancing: 3/8 → 4/8
  • Phase-3 axis: 6/30-45 → 7/30-45
  • Largest single-Q schema in Phase-3: 3160L vs Q-031 2916L (4 embedded inline classes drive size)

NEXT

Q-033 likely options per A-124 sequence (Probate 4/8 → 5/8):

  • Probate.ProbateAdministration state-machine class (administration workflow + state transitions; distinct from Q-029.estate_administration_phase status snapshot)
  • Probate.AdministrationAccount class (AEA 1925 ss.25-26 statutory accounting)
  • Probate.AssentToBeneficiary class (Estate → Beneficiary distribution transitions)

Substrate consultation pending Q-033 framing under v3.16 lock-cascade-discipline.

  • [[mq_006_cascade_q_file_discipline_locked]] — concurrent meta-Q codifying the 4-layer enforcement mechanism
  • [[feedback_lock_cascade_discipline_4_mandatory_artefacts]] — MEMORY-level enforcement layer
  • [[project_zeta_q031_locked_delta_eta_star_grant_of_representation_mvp_2026_05_18]] — Q-031 GrantOfRepresentation REQUIRED FK predecessor
  • [[project_zeta_q030_locked_gamma_eta_star_will_recognition_mvp_2026_05_17]] — Q-030 transitive
  • [[project_zeta_q029_locked_beta_eta_star_probate_estate_mvp_2026_05_17]] — Q-029 Estate REQUIRED FK predecessor
  • [[project_zeta_q024_1_q025_1_faith_tradition_cluster_re_answer_2026_05_17]] — Q-024.1 FaithTraditionPillar substrate
  • [[project_zeta_q8_locked_r_delta_2026_05_04]] — Q-008 R.δ BFO role-bearer hierarchy REQUIRED FK predecessor
  • A-180 Q-032 ε.η★ (this lock); A-179 Q-031 δ.η★ predecessor in Probate module sequence
  • A-124 — Phase-3 module-authoring sequence (Wills → Probate → Trusts)
  • cascade-Q file at docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-032-zeta-epsilon-eta-probate-personal-representative-mvp-locked.md (FIRST FULL CASCADE-Q FILE under v3.16)
  • spike-reference at docs/superpowers/specs/spike-references/2026-05-18-q032-personal-representative-mvp/probate.linkml.yaml + probate-personal-representative-mapping-set.sssom.tsv (21 rows)
  • WR file at ~/off-github/library/projects/inherit/web-research/WR-personal-representative-role-bearer-2026-05-18.md (11 substrate-correcting findings)

Graph View

Backlinks