Bequest

{
  "$schema": "https://openinherit.org/v1/dialect.json",
  "$id": "https://openinherit.org/v1/bequest.json",
  "title": "Bequest",
  "description": "A disposition of property or money in a will. Supports 7 core types (specific, pecuniary, demonstrative, general, residuary, life_interest, class) and extension types via extensionType (e.g. wasiyya, halachic_matanah).",
  "type": "object",
  "$defs": {
    "BeneficiaryOrganisation": {
      "type": "object",
      "properties": {
        "name": { "type": "string" },
        "type": {
          "type": "string",
          "enum": ["charity", "company", "unincorporated_association", "trust", "other"]
        },
        "registrationNumber": { "type": "string" },
        "jurisdiction": { "$ref": "common/jurisdiction.json" }
      },
      "required": ["name", "type"],
      "additionalProperties": false
    },
    "LifeInterest": {
      "type": "object",
      "properties": {
        "tenantForLifeId": { "type": "string", "format": "uuid" },
        "remaindermanId": { "type": "string", "format": "uuid" },
        "remaindermanClassDefinition": { "type": "string" },
        "interestType": {
          "type": "string",
          "enum": ["use_and_income", "income_only", "use_only", "protective", "right_of_residence"]
        }
      },
      "required": ["tenantForLifeId", "interestType"],
      "additionalProperties": false
    },
    "Substitution": {
      "type": "object",
      "properties": {
        "beneficiaryId": { "type": "string", "format": "uuid" },
        "classDefinition": { "type": "string" },
        "beneficiaryOrganisation": { "$ref": "#/$defs/BeneficiaryOrganisation" },
        "condition": { "type": "string" },
        "perStirpes": { "type": "boolean" }
      },
      "additionalProperties": false
    },
    "PostDeathAction": {
      "type": "object",
      "properties": {
        "type": {
          "type": "string",
          "enum": ["disclaimer", "deed_of_variation", "appropriation", "assent"]
        },
        "date": { "type": "string", "format": "date" },
        "description": { "type": "string" },
        "documentId": { "type": "string", "format": "uuid" }
      },
      "required": ["type"],
      "additionalProperties": false
    },
    "InheritanceResponse": {
      "type": "object",
      "properties": {
        "response": {
          "type": "string",
          "enum": ["accepted", "renounced", "qualified_acceptance", "pending"]
        },
        "responseDate": { "type": "string", "format": "date" },
        "responsePersonId": { "type": "string", "format": "uuid" },
        "courtFiled": { "type": "boolean" },
        "deadlineDate": { "type": "string", "format": "date" }
      },
      "required": ["response"],
      "additionalProperties": false
    }
  },
  "properties": {
    "id": { "type": "string", "format": "uuid" },
    "type": {
      "type": "string",
      "enum": ["specific", "pecuniary", "demonstrative", "general", "residuary", "life_interest", "class"]
    },
    "extensionType": {
      "type": "string",
      "$comment": "Non-core bequest types (e.g. wasiyya, halachic_matanah). When set, extension schemas handle validation."
    },
    "beneficiaryId": { "type": "string", "format": "uuid" },
    "beneficiaryOrganisation": { "$ref": "#/$defs/BeneficiaryOrganisation" },
    "classDefinition": {
      "type": "string",
      "$comment": "Natural-language description of the class of beneficiaries (e.g. 'All my grandchildren living at my death')."
    },
    "lifeInterest": { "$ref": "#/$defs/LifeInterest" },
    "amount": { "$ref": "common/money.json" },
    "sharePercentage": {
      "type": "number",
      "minimum": 0,
      "maximum": 100
    },
    "description": { "type": "string" },
    "sourceAssetId": {
      "type": "string",
      "format": "uuid",
      "$comment": "For demonstrative bequests — the asset from which the amount should be paid."
    },
    "conditions": {
      "type": "array",
      "items": { "type": "string" },
      "$comment": "Conditions that must be met before the bequest takes effect."
    },
    "substitutions": {
      "type": "array",
      "items": { "$ref": "#/$defs/Substitution" }
    },
    "hotchpot": {
      "type": "boolean",
      "$comment": "Whether lifetime gifts to the beneficiary should be brought into account when calculating their share."
    },
    "distributionMethod": {
      "type": "string",
      "enum": ["per_capita", "per_stirpes", "modified_per_stirpes", "per_capita_at_each_generation", "halachic_yerusha"]
    },
    "predeceaseRule": {
      "type": "string",
      "enum": ["lapse", "per_stirpes", "substitution", "accrual", "statutory_default"],
      "$comment": "What happens if the beneficiary predeceases the testator. lapse = gift fails. per_stirpes = passes to beneficiary's issue. substitution = passes to named substitute. accrual = redistributed among surviving co-beneficiaries. statutory_default = jurisdiction's default rule applies."
    },
    "constrainedBy": {
      "type": "string",
      "enum": ["testamentary_freedom", "customary_rule", "forced_heirship", "religious_rule", "coparcenary_survivorship"]
    },
    "customaryOverride": {
      "type": "boolean",
      "$comment": "Whether customary/religious law overrides testamentary freedom for this bequest."
    },
    "postDeathActions": {
      "type": "array",
      "items": { "$ref": "#/$defs/PostDeathAction" }
    },
    "inheritanceResponse": { "$ref": "#/$defs/InheritanceResponse" },
    "notes": { "type": "string" }
  },
  "required": ["id", "type"],
  "allOf": [
    {
      "$comment": "Core types (specific, pecuniary, demonstrative, general, residuary) require beneficiaryId OR beneficiaryOrganisation. When extensionType is set, extension schema handles validation.",
      "if": {
        "properties": {
          "type": {
            "enum": ["specific", "pecuniary", "demonstrative", "general", "residuary"]
          }
        },
        "required": ["type"],
        "not": { "required": ["extensionType"] }
      },
      "then": {
        "anyOf": [
          { "required": ["beneficiaryId"] },
          { "required": ["beneficiaryOrganisation"] }
        ]
      }
    },
    {
      "$comment": "Class bequests require classDefinition.",
      "if": {
        "properties": {
          "type": { "const": "class" }
        },
        "required": ["type"]
      },
      "then": {
        "required": ["classDefinition"]
      }
    },
    {
      "$comment": "Life interest bequests require lifeInterest object.",
      "if": {
        "properties": {
          "type": { "const": "life_interest" }
        },
        "required": ["type"]
      },
      "then": {
        "required": ["lifeInterest"]
      }
    }
  ],
  "patternProperties": {
    "^x-inherit-": {}
  },
  "unevaluatedProperties": false
}