TT Claude Memory

project_zeta_q039_locked_mu_eta_star_trusts_beneficial_interest_mvp_2026_05_18

Properties1
descriptionQ-039 (Q-T3) μ.η★ Trusts.BeneficialInterest MVP LOCKED 2026-05-18T19:00 BST — FIFTH substantive Q under v3.17; SECOND under MQ-009 ε+δ; FIRST cascade use of MQ-009 multi-aspect-class pattern; EIGHTH cascade-Q file under v3.16; arch-state v3.84→v3.85 A-190; Hudson §3.5 certainty-of-objects + McPhail v Doulton + Saunders v Vautier cited Day-1; MAGIC TRIANGLE SUBSTANTIVELY COMPLETE; Trusts module 2/3-5 → 3/3-5; 2 substrate-correcting findings; 1 NEW Phase-1.5+ task-37 Schmidt v Rosewood

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Q-039 (Q-T3) μ.η★ Trusts.BeneficialInterest MVP LOCKED 2026-05-18T19:00 BST

Top-line

  • Locked pick: μ.η★ Hudson §3.5 certainty-of-objects + Magic Triangle vertex 3 + 2 NEW SKOS + multi-aspect BFO alignment
  • Amendment: A-190; arch-state v3.84 → v3.85
  • Wsum: 4.93 (margin +1.36 ROBUST)
  • Cascade-compliance: 20/20
  • Personas: 4/4 (P-07 + P-08 Lawsky + P-04 + P-FR-FAITH-01)
  • S1: 7/7 PASS · S2: exit 0 (17 rows)
  • RC1-RC7: 34/35 (97%)
  • Substrate-correcting: 2 (Hudson §3.5 type-drives-test + Schmidt v Rosewood info-rights)

Lock significance

  • THIRTY-NINTH refined-prompt-era ζ.2 lock
  • FIFTH substantive Q under v3.17
  • EIGHTH full cascade-Q file under v3.16
  • SECOND substantive Q under MQ-009 ε+δ conventions
  • FIRST cascade use of MQ-009 multi-aspect-class pattern — bfo_alignment 0000040 material entity primary + bfo_secondary_aspect 0000019 quality secondary
  • MAGIC TRIANGLE SUBSTANTIVELY COMPLETE — Q-037 + Q-038 + Q-039 codify all 3 vertices of Hudson canonical UK&W trust-formation pattern

Class shape (14 slots)

id + trust REQ FK Q-037 + interest_holder NULLABLE FK + interest_kind REQ + vesting_status REQ + share_proportion NULLABLE + condition_precedent NULLABLE + condition_subsequent NULLABLE + interest_creation_date REQ Mopsa-c + certainty_of_objects_check_passed REQ boolean + certainty_test_type REQ label + jurisdiction REQ + faith_tradition_pillar NULLABLE per A-115 + notes

2 NEW SKOS schemes

  • BeneficialInterestKindScheme (7) — fixed-share + discretionary-class + future-person + bare-trust-call + life-interest + remainder + charitable-purpose
  • InterestVestingStatusScheme (3) — vested + contingent + defeasible

Hudson §3.5 certainty-of-objects substrate Day-1

  • IRC v Broadway Cottages [1955] Ch 20 — complete-list test for fixed trusts
  • McPhail v Doulton [1971] AC 424 — is-or-is-not test for discretionary trusts (House of Lords landmark)
  • Re Gulbenkian [1968] Ch 126 — predecessor case
  • Saunders v Vautier (1841) 4 Beav 115 — bare-trust beneficiary right-to-call
  • Schmidt v Rosewood [2003] UKPC 26 — beneficiary information rights for discretionary trusts (substrate-correcting DELTA #2)
  • Charitable Trusts Act 2011 + cy-près doctrine

4 Catala rules Phase-5-deferred

  • CertaintyOfObjectsCheck (P-07 + P-08 Lawsky; Hudson §3.5 canonical; branches on interest_kind)
  • BeneficialInterestVestingCheck (P-07; condition-precedent + condition-subsequent)
  • SaundersVVautierEligibilityCheck (P-07; sui-juris + absolutely-entitled)
  • CharitableTrustValidityCheck Phase-1.5+ (P-04 OASIS; Charity Commission)

EW state

  • EW-1 counter stays 0 (Q-039 has 0 c-objections folded inline)
  • EW-4 counter 2→3 (3rd consecutive bold-synthesis on Trusts substrate; reset at Trusts→Assets boundary anticipated)
  • EW-2/EW-3/EW-5 not fired

MQ-009 multi-aspect-class pattern FIRST cascade use

bfo_alignment: 'BFO:0000040 material entity (interest-as-property-right per Hudson §2.4.3)' bfo_secondary_aspect: 'BFO:0000019 quality (claim against trustees)'

Hudson §2.4.3 substrate — “for the beneficiary trusts create proprietary rights in the trust property AND personal rights against the trustees”. Multi-aspect captures both. Validates MQ-009 Axis-2 δ working for complex classes.

Magic Triangle SUBSTANTIVELY COMPLETE

VertexQClass
Settlor (context)Q-037Trust container — settlor REQ FK
TrusteeQ-038Trustee role-bearer
BeneficiaryQ-039BeneficialInterest

Hudson §2.3 canonical UK&W trust-formation pattern codified. Q-T4 TrustDistribution adds runtime event-class to complete the module.

Phase-1.5+ richard-tasks — 1 NEW

  • task-37 Schmidt v Rosewood [2003] UKPC 26 structured-information-rights uplift for discretionary-class beneficiaries

NEXT

  • Q-T4 TrustDistribution (Q-040) — composes Q-CM-1 (transfer_mechanism=trust-distribution); ~2h pattern-transfer from Q-035
  • Module-close at 4/3-5 after Q-T4
  • Q-A1 Assets entry post-Trusts close
  • Phase-3 axis 13/30-45 → 14/30-45
  • Trusts module 2/3-5 → 3/3-5

Files committed

  • docs/superpowers/specs/2026-04-29-multi-phase-audit/answered-questions/Q-039-zeta-mu-eta-trusts-beneficial-interest-mvp-locked.md
  • docs/superpowers/specs/inherit-v2-architecture-state.md (v3.84 → v3.85 + A-190)
  • docs/superpowers/specs/spike-references/2026-05-18-q039-trusts-beneficial-interest-mvp/ (2 files)
  • docs/superpowers/specs/2026-04-29-multi-phase-audit/phase-1-5-richard-tasks.md (task-37 + task-38 pending)
  • 3 memory files

Cross-link project_zeta_q037_locked_kappa_eta_star_trusts_trust_container_mvp_2026_05_18 (Trust parent) + project_zeta_q038_locked_lambda_eta_star_trusts_trustee_role_bearer_mvp_2026_05_18 (Trustee sibling) + project_mq009_locked_module_prefix_q_numbering_plus_bfo_class_alignment_2026_05_18 (conventions parent — FIRST multi-aspect-class application) + feedback_recommendation_reply_template_format (β format 6th application Rich A+E+F combined).

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