Q-036 ι.η★ Probate.AdministrationAccount MVP LOCKED 2026-05-18T17:00 BST

Top-line

Locked pick: ι.η★ universal-classifier composition Day-1 + Q-033 SM cross-link + Q-035 assents_recorded + Q-CM-1 transfers_recorded + 2 NEW SKOS schemes + Re Tankard 1942 Uthwatt doctrine due-diligence boolean + module-close-at-7/8 sub_clarification per Option F
Amendment: A-186; arch-state v3.80 → v3.81
Wsum: 4.94 / 5.00 (margin +1.37 ROBUST over true runner-up ι.γ)
Cascade-compliance: 17/17 ROBUST
Personas: 3/3 PASS — P-07 Mishcon + P-09 HMRC + P-10 Berenbrok (lighter pass per L1 module-close-appropriate)
S1: 7/7 PASS (pydantic 363L + json-schema 146L + typescript 94L + jsonld 1245L + python 358L + sqla 83L + shacl —non-closed 99L 1 NodeShape)
S2: sssom-py validate exit 0 (14 rows)
RC1-RC7: 34/35 (97% ROBUST)
Substrate-correcting findings: ZERO — pure synthesis from L2 inheritance; NOT a defect, confirms L2 working as designed

THIRTY-FIFTH refined-prompt-era ζ.2 lock under v3.17 L1-L5
SECOND SUBSTANTIVE Q under v3.17 (Q-035 was first)
SECOND L2 substrate-sweep inheritance application — inherits_substrate_from Q-033 + Q-035 + Q-032 + Q-029 + Q-CM-1
FIFTH FULL CASCADE-Q FILE under v3.16 (precedents Q-032 + Q-033 + Q-CM-1 + Q-035)
SIXTEENTH consecutive bold-synthesis — EW-4 FIRES at module-close
PROBATE-MODULE SUBSTANTIVE CLOSE AT 7/8 — Probate-module Phase-α complete

id
estate REQUIRED FK Q-029 β.η A-177
probate_administration REQUIRED FK Q-033 ζ.η A-181
personal_representative REQUIRED FK Q-032 ε.η A-180
account_type REQUIRED AccountTypeScheme (NEW; 4 values)
account_status REQUIRED AccountStatusScheme (NEW; 3 values)
period_start REQUIRED date Mopsa-c
period_end REQUIRED date Mopsa-c
account_prepared_date REQUIRED date Mopsa-c
assents_recorded multivalued NULLABLE FK to Q-035 θ.η A-185 AssentToBeneficiary records
transfers_recorded multivalued NULLABLE FK to Q-CM-1 η.η A-183 AssetTransferEvent records
due_diligence_compliance_check_passed REQUIRED boolean (Re Tankard 1942 Uthwatt)
faith_tradition_pillar NULLABLE per A-115
notes

AccountTypeScheme (4) — interim-account (AEA 1925 s.25 PR account duty) + final-account (administration-closed trigger) + residuary-account (AEA 1925 s.46 residuary distribution) + estate-distribution-account (partner-firm-DD readability format)
AccountStatusScheme (3) — draft + submitted + approved (monotonic; AccountStatusTransitionCheck Catala rule enforces)

Canonical UK&W authority cited Day-1 via due_diligence_compliance_check_passed REQUIRED boolean:

“It is the duty of executors, as a matter of the due administration of the estate, to pay the debts of their testator with due diligence having regard to the assets in their hands which are properly applicable for that purpose” (Uthwatt J at 72)
NOT a strict 1-year deadline (P&K §21-13 quoting Uthwatt at 72-73)
PR liable to creditors AND beneficiaries for failure (P&K §21-12)
Will can modify duty as against beneficiaries (NOT against creditors) (Uthwatt at 74)
Catala DueDiligenceCheck Phase-5 rule body load-bearing for partner-firm-DD + P-09 HMRC unpaid-IHT-liability check

AccountTypeValidityCheck (P-01 fold; interim-before-final invariant)
AccountStatusTransitionCheck (P-01 fold; draft → submitted → approved monotonic)
DueDiligenceCheck (P-07 + P-09 fold; Re Tankard 1942 Uthwatt 3-prong test)
SwissErbteilungAccountCheck Phase-1.5+ wave (P-10 Berenbrok fold; ZGB Art 596-607 + Art 610 III)

All 4 declared in phase_5_catala_rule_bodies: frontmatter per MQ-008.

EW-1 (3-consecutive-zero-c-objections) — 4th-consecutive zero-c → retrospective NOW
EW-4 (≥5-consecutive bold-synthesis) — 16th-consecutive → phase-boundary retrospective FIRES at module-close (this Q IS module-close per Option F)
EW-2/EW-3/EW-5 not fired

Retrospective doc ~1 page authored alongside Q-036 commit per Rich-decision-4.

ZERO new tasks added for Q-036 — substrate covered by inheritance; no new uplift candidates beyond Q-035’s 31-33.

Per Rich-decisions 1+3+4 from Probate-module-boundary look-ahead 2026-05-18T16:45 BST:

Probate-module substantively closes at 7/8 NOT 8/8
A-124 budgeted 8/8 over-budgeted
Remaining 2 candidates deferred to Phase-1.5+ trigger-gated:
- DeedOfVariation (partially covered by Q-CM-1 transfer_mechanism=deed-of-variation)
- ContestedProbate / IFPA1975DependantsApplication / IhtFiling (trigger-gated)
Q-budget reduction recovered: Trusts +1 + Assets +1

EW-4+EW-1 retrospective doc (~1 page) — fires immediately post-Q-036 lock per Rich-decision-4 (committed alongside Q-036 cascade)
Q-T1 Trusts.Trust container — next substantive Q post-retrospective per Rich-decision-3; L2 inheritance from Q-032 + Q-008 R.δ + Q-CM-1 + Q-024.1 anticipated; ~2-3h cycle
Phase-3 axis 10/30-45 → 11/30-45
Probate module 6/8 → 7/8 SUBSTANTIVE CLOSE
Trusts module 0/3-5 → starting

docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-036-zeta-iota-eta-probate-administration-account-mvp-locked.md (NEW; cascade-Q FIRST per v3.16)
docs/superpowers/specs/inherit-v2-architecture-state.md (v3.80 → v3.81 + A-186 prose)
docs/superpowers/specs/spike-references/2026-05-18-q036-administration-account-mvp/probate.linkml.yaml (NEW)
docs/superpowers/specs/spike-references/2026-05-18-q036-administration-account-mvp/probate-administration-account-mapping-set.sssom.tsv (NEW)
docs/superpowers/specs/2026-04-29-multi-phase-audit/phase-3-probate-module-close-ew4-ew1-retrospective.md (NEW; ~1-page retrospective per Rich-decision-4)
~/.claude/projects/-home-richardd-testatetech/memory/project_zeta_q036_locked_*.md (this file)
~/.claude/projects/-home-richardd-testatetech/memory/project_active_work.md (entry)
~/.claude/projects/-home-richardd-testatetech/memory/MEMORY.md (top entry)