Historical inheritance systems are different systems of inheritance among various people.
Detailed anthropological and sociological studies have been made about customs of patrilineal inheritance, where only male children can inherit. Some cultures also employ matrilineal
succession, where property can only pass along the female line, most
commonly going to the sister's sons of the decedent; but also, in some
societies, from the mother to her daughters. Some ancient societies and
most modern states employ egalitarian inheritance, without discrimination based on gender and/or birth order.
Cross cultural research about systems of inheritance
Land inheritance
Land inheritance customs greatly vary across cultures. The Ethnographic Atlas gives the following data regarding land distribution: primogeniture predominates in 247 societies, while ultimogeniture
prevails in 16. In 19 societies land is exclusively or predominantly
given to the one adjudged best qualified, while equality predominates in
301 societies.
Regarding land inheritance rules, in 340 societies sons inherit, in 90
other patrilineal heirs (such as brothers), in 31 sister's sons, in 60
other matrilineal heirs (such as daughters or brothers), and in 98 all
children. In 43 societies land is given to all children, but daughters
receive less. In 472 societies, the distribution of inherited land
follows no clear rules or information is missing, while in 436 societies
inheritance rules for real property do not exist or data is missing;
this is partly because there are many societies where there is little or
no land to inherit, such as in hunter-gatherer or pastoral societies.
Patrilineal primogeniture, where the eldest son inherits, was
customary among many cultures around the world. Patrilineal
ultimogeniture, where the youngest son inherits, was customary among a
number of cultures including: Fur, Fali, Sami (also called Lapp), Bashkir, Chuvash, Gagauz, Vep, Tatar, Achang, Ayi, Atayal, Kachi, Biate, Chinantec, Hmar, Mro, Kom, Purum and Lushei or Lushai (sometimes mistakenly taken for the whole Mizo people, especially in the past).
Among English peasants there was no clearly prevalent inheritance
pattern, while Spanish Basques gave their land to the one considered
best qualified, though they had a preference for sons. Giving more or
less equal shares of land to sons, but excluded daughters was also
common in many populations, as was giving relatively equal shares to
both sons and daughters or slightly less to daughters. The same system
prevails in contemporary Egypt and most Arab groups (see Sharia).
Most non-Arab Muslims, with some exceptions (Caucasians, Iranians),
historically followed their own inheritance customs, not those of the
Sharia. In Ancient Egypt the eldest son inherited twice as much as other
sons, and in earlier times he was the sole heir.
Among the Lao, the Aceh, the Guanches, and the Minangkabau, all daughters inherited equal shares of land. The Cham, the Jaintia,
the Garo, and the Khasi practiced female ultimogeniture. Primogeniture,
regardless of the sex of the child, was customary among the Paiwan, the Ifugao, the Chugach, and the French Basques. While ultimogeniture, regardless of the sex of the child, was customary among the Chuvash and the Mari.
Bilateral primogeniture is a rarer custom of inheritance where
the eldest son inherits from the father and the eldest daughter inherits
from the mother. This practice was common among the Classic Mayas, who
transmitted the family's household furnishings from mother to eldest
daughter, and the family's land, houses and agricultural tools from
father to eldest son.
It was also seen in the Greek island of Karpathos, where the family's
house was transmitted from mother to eldest daughter, and the family's
land was transmitted from father to eldest son. Among the Igorot, the father's land is inherited by his eldest son and the mother's land is inherited by her eldest daughter.
A review of numerous studies found that the pattern of land
inheritance traditionally prevalent among English, Dutch and New
Englander peasants was partible inheritance.
The pattern of land inheritance traditionally prevalent among Russian
peasants was found to be close to patrilineal primogeniture, "as oldest
sons may well inherit more". The conclusions of this review contradicts
previous reports that Russians practiced equal inheritance of land by
all sons and that the English, Dutch and New Englanders had no definite
inheritance pattern.
In easternmost Europe, patrilineal ultimogeniture prevailed among
most Turkic peoples. Equal inheritance of property by all sons
prevailed among most Finno-Ugric peoples, and patrilineal primogeniture
prevailed among Estonians and Balts.
Inheritance customs are sometimes considered a culturally
distinctive aspect of a society. Although it is often thought that the Mizos employ ultimogeniture, this is because the customs of Lushais or Lusheis
are confused with those of all Mizos; Mizo and Lushai have been
occasionally used interchangeably. Among most non-Lushai Mizos,
primogeniture predominates, just as among Kukis. In general there is great confusion about the ethnic identity of the many northeastern Indian tribes. Some regard the generic term Zomi as most appropriate.
Inheritance of movable property
The same disparity is seen regarding inheritance of movable property. Most nomadic peoples from Asia, for example the Khalka Mongols,
give a more or less equal share of the herd to each son as he marries.
Typically the youngest remain behind caring for the parents and
inheriting his father's tent after their death in addition to his own
share of the herd. However, others, such as the Yukaghir
and the Yakuts, leave most of the herd to one son (in the above
examples the youngest and the eldest, respectively). Some pastoral
peoples from other geographical areas also practice unequal wealth
transfers, although customs of equal male inheritance are more common
among them than among agriculturalists.
Patrilineal primogeniture with regards to both livestock and land was practiced by the Tswana people, whose main source of wealth was livestock, although they also practiced agriculture. This practice was also seen in other southern Bantu peoples, such as the Tsonga, or the Venda.
Although, among the Venda, while the livestock was inherited by the
eldest son, land was not inherited within families but given to each son
by village authorities as he married. Among the Tsonga, most of the
land was used only for stockbreeding. Patrilineal primogeniture also
prevailed among the neighboring Khoi peoples, of whom only the Nama (among whom patrilineal primogeniture also prevailed)remain.
Many other African peoples also practiced patrilineal primogeniture with regards to livestock. These included: The Ngoni, the Gogo, the Mangbetu, the Rendille, the Sapo, the Boran, the Gabra, the Plains Pokot, the Hema, the Beti-Pahuin, the Buduma, the Dogon, the Duala, the Djafun and the Kassena.
According to the Ethnographic Atlas, the Fulbe or Fulani, the largest
pastoral people in Africa, divided their livestock equally between all
sons. However, according to some other sources they practiced male
primogeniture.
Chukchi, Koryak and Ket peoples practiced male ultimogeniture. It has been stated that the rest of Siberian peoples, such as Voguls, Samoyeds
or Khantys, practiced patrilineal primogeniture, though there isn't
much reliable information about the traditional customs of Siberian
peoples. It is said that Gilyaks
divided their cattle equally between all sons. Patrilineal
primogeniture was also traditionally prevalent among pastoral peoples
from Australia, such as the Aranda, as well as among Himalayan pastoralists like the Changpa.
Patrilineal primogeniture was traditionally prevalent among some
pastoral peoples from Greenland and northern Canada. The neighboring
indigenous peoples of the Pacific Northwest Coast were organized in
societies where elder sons and their lines of descent had higher status
than younger sons and their lines of descent (a "conical clan"),
although a rule of patrilineal primogeniture couldn't develop among most
of them since they were mostly hunter-gatherers. However, rule of
patrilineal primogeniture did develop among some Canadian indigenous
peoples who practiced agriculture, such as the Montagnais, the Kutchin, the Pikangikum, the Ojibwa, the Klallam and the Atsugewi. Canadian indigenous peoples were influenced by the ancient Thule culture, of which little is known with certainty.
Other sources
Intergenerational wealth transmission among agriculturalists tends to be rather unequal.
Only slightly more than half of the societies studied practice equal
division of real property; customs to preserve land relatively intact
(most commonly primogeniture) are very common. Wealth transfers are more
egalitarian among pastoralists, but unequal inheritance customs also
prevail in some of these societies, and they are strongly patrilineal.
A study of 39 non-Western societies found many customs that
distinguished between children according to their sex and birth order.
First sons, in comparison to other sons, "are likely to inherit or
otherwise gain control of more family land, livestock, or other wealth."
First sons inherited more than the other sons among 11 societies
studied. Among the Todas, both first and last sons inherited more than the other sons. Last sons inherited more than the other sons among the Lolo and the Yukaghir, and inherited less among the Luo.
The people found to have the greatest number of customs favourable to
first sons in the study were the Tswana, followed closely by the Azande.
The people with the greatest number of customs favorable to last sons
in their study were the Lolo. This study confirmed ethnographers' claims
that customs favorable to first sons were common in South Asia,
Austronesia and Sub-Saharan Africa, while customs favorable to last sons
were common among the ethnic minorities of Southwest China.
The only custom that distinguished between sons among the Dagor
Mongols was that first sons received more respect from his siblings and
last sons received less respect from their siblings. This contradicts
those theories that maintain that peoples of the Asian steppe had strong
customs favorable to first or last sons. In fact, the indigenous
American peoples had significantly more customs favorable to first sons
than the Dagor Mongols.
Among Arab peoples, such as the Egyptian Fellahin, all sons
inherited the same and had the same wealth. This was also seen among the
Alaska Native peoples such as the Eyak.
Jack Goody
was an influential anthropologist during the twentieth century.
However, his theories have been mostly rejected during the last decades.
He made a distinction between a complete and a preferential form of
primogeniture and ultimogeniture. In the complete form of both customs,
the rest of the children are excluded from the inheritance. However, in
the preferential form of primogeniture, the eldest son acts as custodian
of the father's rights on behalf of his brothers. In the preferential
form of ultimogeniture, the youngest son inherits the residue of his
father's property after elder sons have received their shares during the
father's lifetime. Goody called ultimogeniture "Borough English" and
primogeniture "Borough French" because in England ultimogeniture was a
native custom, while primogeniture was a custom brought by the Norman
invaders. According to Goody, in Late Medieval England, patrilineal
primogeniture predominated in feudal tenures and among the peasantry of
large parts of the Midlands. Patrilineal ultimogeniture ("Borough
English") prevailed elsewhere in the champion country. Partible
inheritance (gavelkind) prevailed in Kent, East Anglia and the Celtic areas.
Both preferential primogeniture and preferential ultimogeniture
were practiced in pre-revolutionary Russia, where the eldest son
succeeded as family head and inherited more than the other sons. "The youngest son, if he remained with the father, inherited the house and also at times other property" (minorat).
However, the share of land and moveables of the other sons was only
slightly smaller than that of the eldest and the youngest son. Only in
the southern part of the country was the house inherited by the youngest
son; in the north it was inherited by the eldest son.
The Russian family of around 1900 considered property such as the
house, agricultural implements, livestock and produce as belonging
collectively to all family members. When the father died, his role as
head of the family (known as Khozain, or Bolshak ) was passed to the
oldest person in the house. In some areas this was the oldest son. In
others it was the oldest brother of the deceased so long as he lived in
the same house. There were some areas were a new head would be elected
by the family members. If all surviving members of the family were under
age, a relation would become a co-proprietor. If property was divided
after a death, each adult male in the house got an equal share. Sons who
had left home did not have a right of succession. Females remained
within the family and received a share of the inheritance when they
married. In the north of Russia, the oldest son inherited the house. In
the south the eldest son would have set up a separate house while the
father was still alive, therefore the youngest inherited the fathers
house upon his death.
Systems of inheritance among various people
Throughout
history, creative inheritance systems have been created, fitting the
best needs of the various people according to their unique environment
and challenges.
Inheritance customs as a cultural dimension
Inheritance
customs do not follow clear ethnic, linguistic or geographical
patterns. Equality between all sons and a subordinate position of women,
with the exclusion of daughters from inheriting, are prominent aspects
of Hungarian, Albanian, Romanian, Armenian, and most Slavic or Latin American cultures. While many studies show the privileged position that the eldest son traditionally enjoyed in Slovene, Finnish or Tibetan culture. The Jaintia, the Garo and the Khasi, on the other hand, traditionally privileged the youngest daughter. Some peoples, like the Dinka, the Arakanese, the Chins of Myanmar, or the Karen,
frequently show a compromise between primogeniture and ultimogeniture
in their inheritance patterns. Although among many Chins of Myanmar, the
advantage that the eldest and the youngest son have over other sons is
really small, so it is not correct to speak of a true pattern of mixed
primogeniture and ultimogeniture. The advantage of the eldest and the
youngest son is somewhat more ample among the Dinka and the Arakanese.
The compromise between primogeniture and ultimogeniture was also found
among the Kachin and the Dilling, as well as among the Sherpa to some degree. This pattern of inheritance is also reported for many Fulbe villages in the Republic of Guinea, though it seems that in past times the eldest son inherited all in Guinea.
Sometimes inheritance customs do not entirely reflect social traditions. Romans valued sons more than daughters, and Thais and Shan showed the reverse pattern, though all practiced equal land inheritance between all children. The Shan people, who live mostly in northern Thailand and northeastern Myanmar, are markedly matrilocal.
In Han Chinese tradition, the eldest son was of special
importance. The law punished more harshly offences by a younger brother
against an elder brother than vice versa.
The eldest son received the family headship in cases where the family
held together as a single unit, and the largest share in cases of family
division, since he also inherited the cult to family ancestors. This is still practiced in Taiwan nowadays, though Chinese peasants have practiced partible inheritance since the time of the Qin and Han Dynasties, when the previous system of male primogeniture was abolished. In some cases, the eldest son of the eldest son, rather than the eldest son, was favored. Ritual primogeniture was emphasized in the lineage organizations of North China. During the Longshan culture period and the period of the three Dynasties (Xia, Zhou and Shang), patrilineal primogeniture predominated.
Among Mongols
it has been usually stated that the youngest son had a special position
because he cared for his parents in their old age. On their death he
inherited the parental tent, which was connected with the religious cult
in Mongol traditions, though all sons received more or less equal
shares of livestock as they married. However, in contrast to this
popularly held notion, more rigorous and substantiated anthropological
studies of kinship and family in central Asian peoples strongly indicate
that in these societies elder sons and their lines of descent had
higher status than younger sons and their lines of descent. In central
Asia, all members of a lineage were terminologically distinguished by
generation and age, with senior superior to junior. The lineage
structure of central Asia had three different modes: genealogical
distance, or the proximity of individuals to one another on a graph of
kinship; generational distance, or the rank of generation in relation to
a common ancestor; and birth order, the rank of brothers in relation to
each another.
The paternal descent lines were collaterally ranked according to the
birth of their founders, and were thus considered senior and junior to
each other. Of the various collateral patrilines, the senior in order of
descent from the founding ancestor, the line of eldest sons, was the
most noble. In the steppe, no one had his exact equal; everyone found
his place in a system of collaterally ranked lines of descent from a
common ancestor.
It was according to this idiom of superiority and inferiority of
lineages derived from birth order that legal claims to superior rank
were couched.
Furthermore, at least among Mongols, the elder son inherited more than
the younger son, and this is mandated by law codes such as the Yassa, created by Genghis Khan.
Among Arabic peoples, it is sometimes argued that the expansion of Islam brought an end to the sharp distinction between the firstborn and other sons so characteristic of ancient Semitic peoples. However, many peoples who have partially or completely embraced Islam,
have also established inequality between sons, such as the Oromo of east Africa, who had patrilineal primogeniture in inheritance, in spite of the fact that some of them were Muslim. Other Muslim peoples, like the Minangkabau and the Javanese
of Indonesia, the Turks, or the Fur in Sudan, also have inheritance
practices that contradict their Islamic beliefs. Most non-Arab Muslims
historically followed their own inheritance customs, not those of the
Sharia.
In India, inheritance customs were (and still are) very diverse. Patrilineal primogeniture predominated in ancient times. The Laws of Manu state that the oldest son inherits all of the father's estate. Since the Middle Ages patrilineal equal inheritance has prevailed in perhaps a majority of groups, although the eldest son often received an extra share.
Under this system, the estate would be shared between all sons, but
these would often remain together with their respective families under
the headship of the karta or family head, who was usually the eldest son
of the previous family head. However, among some South Asian peoples, such as the Western Punjabi, male primogeniture continued to prevail.
Fertility and marriage strategies across diverse societies
Cross-cultural comparisons
The practice of widow inheritance
by younger brothers has been observed in many parts of Africa and the
Asian steppe, as well as small zones of South Asia. This practice forces
younger brothers to marry older women.
Eastern European cultures, on the other hand, are characterized by
early, universal and equal access to marriage and reproduction, due to
their systems of equal inheritance of land and movable property by all
sons. Research on pre-industrial Russian Karelia however, suggests that younger brothers frequently remained unmarried,
and the joint-family household characterized by the equal inheritance
of land and moveable property by all sons and patriarchal power
relations wasn't universal in Russia.
The patrilineal joint-family systems and more or less equal
inheritance for all son in India and China meant that there was no
difference in marriage and reproduction due to birth order. In the
stem-family systems of Northwest Europe however, access to marriage and
reproduction wasn't equal for all sons, since only one of them would
inherit most or all of the land.
The survival and well-being of children in India and China is
positively influenced by the number of older siblings of the opposite
sex and negatively influenced by the number of older siblings of the
same sex.
However, definitive celibacy was historically relatively uncommon in
India and China, but relatively common in many European societies where
inheritance was impartible. The Han Chinese first sons historically
married earlier, had lower rates of definitive celibacy and more
children (especially males) than their younger brothers. However, they
suffered higher mortality rates. This has been attributed to the fact
that eldest sons needed to have more children to succeed them as heads
and were willing to take more risks and suffer a higher drain of
resources to achieve this. The Chinese joint family system had strong inegalitarian traits that made it demographically more akin to a stem family system. According to Emmanuel Todd and others, it be reminiscent of the system of patrilineal primogeniture prevalent during the Longshan culture period and the period of the Three Dynasties.
Variations by class and context
There
is a strong relationship between fertility and inheritance in
"Malthusian" contexts of resource scarcity. In contexts where resources
are plentiful, the relationship between inheritance and social outcomes
can be different. In the Midwest and Northeast United States during the
period from 1775 to 1875, where resources were plentiful, being the
first son was positively correlated with wealth and fertility. As in
other western cultures, but unlike European societies where resources
were scarce, this has a complex relationship with inheritance.
Inheritance practices and seniority of patriline, as well as the
importance of inheritance itself, have varied over time among the Lisu. This was mostly in response to changes in resource availability and poppy cultivation.
In the United States, daughters currently inherit on average more than sons.
In the past, however, the eldest son was favored in matters of land
inheritance. During the Colonial Period, the eldest son inherited twice
more than the other sons in the northern colonies (these inheritance
laws were modelled on Mosaic Law), and in the southern colonies there was a rule of male primogeniture.
In northern Ghana, a region where male primogeniture
predominates, rich households favoured sons over daughters. It is likely
that first born sons would have been preferred as they would inherit
the wealth and therefore have higher reproductive prospects.
Cultural patterns of child-preference
In
recent times inheritance in the western world has generally been
egalitarian despite parents showing favoritism towards daughters and
later-born sons.
In parent-son relationships, mothers usually show favouritism towards
the first son and fathers to later born sons however these tendencies
have lost much of their importance with regards to inheritance.
Customs of ultimogeniture among farmers has been explained as a
consequence of postponing retirement so they do not feel "dethroned"
early by their eldest son. This line of thinking has been linked to the
preeminence of lastborn siblings in popular myth and folklore around the
world. As a consequence, in some cultures that practice male
preimogentiure there are ambiguous, contradictory feelings towards last
born sons.
Among the Hausa of West Africa, who practice primogeniture, the
mother and oldest son engage in mutual avoidance behavior to mark the
woman's positive change in status upon producing an heir. The father may
also avoid the son if he is the mother's first male child, speaking to
him through intermediaries rather than directly.
Among the Mossi
of central Burkina Faso in West Africa, the eldest son would be sent to
relatives shortly after circumcision and return to the parental
household shortly after puberty; after the death of his father he would
inherit his property.
A study of the people of the Pacific island Tikopia in 1929 found
that the eldest son must marry and receive more land, while the younger
sons remain bachelors, emigrate or even die. However, by 1952 many of the customs were being abandoned and marriage was beginning to become universal. In the succession to chieftainship, the traditional custom of male primogeniture continued though.
In some societies in Sub-Saharan Africa where male primogeniture
was practiced, tensions between parents and their inheriting eldest son
were resolved through rituals of avoidance. This was most extreme among
the Tallensi.
Among East Asian peoples, on the other hand, co-residence between
parents and their eldest son was thought of as normal and desirable in
systems of impartible inheritance, and in some countries such as Japan,
Vietnam and South Korea it is widely practiced even nowadays. Historically in Japan, marriage and reproduction by the eldest son was facilitated by their status as heirs.
In Japan, Korea and Vietnam, as well as in some of those European
regions where male primogeniture was practiced, parents didn't transfer
their property to the inheriting son at the point of his marriage as
among Germans. Instead, the first son remained under his father's
authority even after he had married and had had children, and the father
remained the nominal head of the family until his death, relinquishing
his actual authority slowly and gradually. In Japan, only the inheriting
son stayed in the parental household. He could become head of the
family any time between his marriage and the death of his predecessor.
The timing of this was normally dictated by familial or local
traditions. The Catalan and Occitan stem families in Europe closely resembled the model seen in Japan.
In rural China, property and landholdings are usually divided up when the older son marries.
Normally the youngest son continues to live with the parents and inherits their remaining share of the property. Prior to the revolution
in 1949, most families in rural areas of China stayed together for many
years after the oldest son marries, sometimes until the youngest son
married. However, there is some evidence that the practice of co-residing with the eldest son continues.
In Israel, coresidence between parents and their eldest son prevails in the context of the Moshav movement, that prohibited breaking up family plots; thus the eldest son inherits the family farm.
In South Korea, modern businesses (chaebol) are handed down according to male primogeniture in most cases.
A study of family firms in the UK, France, Germany and US found that
male primogeniture was the inheritance rule in more than half of family
firms in France and the UK, but only in less than a third of those in
the US and only in a quarter (25 per cent) of those in Germany.
Social approaches to inheritance customs
Employing
differing forms of succession can affect many areas of society. Gender
roles are profoundly affected by inheritance laws and traditions.
Impartible inheritance has the effect of keeping large estates united
and thus perpetuating an elite. With partible inheritance large estates
are slowly divided among many descendants and great wealth is thus
diluted. Inheritance customs can even affect gender differences in
cognitive abilities. Among the Karbis,
who employ male primogeniture, men perform significantly better than
women in tasks of spatial abilities. There are no significant
differences in the performance of men and women among the Khasis, who
employ female ultimogeniture.
The degree of acceptance that a society may show towards an
inheritance rule can also vary. In South Africa, for example, the
influence of more modern, western social ideas has caused strong
opposition, both civil and official, to the customary law of patrilineal
primogeniture traditionally prevalent among black peoples, and
inheritance customs are gradually changing.
Among the indigenous tribes of South Africa, the oldest son
inherits after the death of the father. If the oldest son is also dead,
the oldest surviving grandson inherits; if the eldest son has no sons,
the inheritance is passed to the father's second son or his sons, and so
on through all the sons and their male children if necessary. In polygynous
families which were formed of multiple units, the inheritance rules
were changed slightly. Each marriage formed a new unit, independent from
the others, with separate property which was inherited by the heir of
each unit. Polygynous families practised either simple or complex
inheritance. In the simple system the heir is the eldest son of the
first wife, of if he is dead, the eldest grandson. If the first wife had
no sons, the inheritance went to the oldest surviving male descendant
of the second wife, and so on through all the wives if necessary.
Complex inheritance happened when the homestead was separated into two
or three units, depending on the number of wives, and the eldest son of
each wife became heir of their unit. If there was no heir in one of the
units, the heir of the other inherited both. This form of inheritance
was seen among the Xhosa people of south eastern South Africa.
In Lesotho and southern Ethiopia, most people still follow the custom of male primogeniture. However, in Zambia, Namibia and Cameroon, the prevalent customary law of
patrilineal primogeniture is beginning to be challenged in court. In eastern Democratic Republic of Congo, the predominant custom of male primogeniture is also beginning to be considered unfair by some women and younger sons. The custom of patrilineal primogeniture predominant in South Sudan, Uganda, Tanzania, Burundi, Equatorial Guinea, Zimbabwe and Gambia have not caused much opposition.
In Ghana, the diverse inheritance customs across ethnic groups, such as the male primogeniture among the Ewe and the Krobos, or matrilineal inheritance among the Akan, contribute to the occurrence of children living in the streets.
In Sierra Leone, the inheritance customs prevalent in the country, were
either the eldest son or the eldest brother inherits the property,
create insecurities for widows.
In South Korea, favouring the eldest son has been predominant almost up
to recent times, despite laws of equal inheritance for all children. In
2005, in more than half (52.6 per cent) cases of inheritance the eldest
son inherited most or all of his parents' property; in more than 30 per
cent of cases the eldest son inherited all of his parents' property.
In the past North Korea has the same pattern of inheritance as the
South, however no details about current inheritance practices have been
available since the county's proclamation of independence in 1948.
Social transformations can also modify inheritance customs to a great extent. For example, the Samburu
of north-central Kenya are pastoralists who have traditionally
practiced an attenuated form of patrilineal primogeniture, with the
eldest son receiving the largest share of the family herd and each
succeeding son receiving a considerably smaller share than any of his
seniors.
Now that many of them have become agriculturalists, some argue that
land inheritance should follow patrilineal primogeniture, while others
argue for equal division of the land. The Bhil
people of central India, who were hunter-gatherers in the past, adopted
a system of attenuated patrilineal primogeniture identical to that of
pastoral Samburu when they became agriculturalists. The same custom also prevails among some other peoples, like the Elgeyo and Maasai in Kenya, or the Nupe of Nigeria and Niger. Most of the Amhara in Ethiopia divide their property between all sons, however male primogeniture is practised in some regions. Favoring the eldest son is also common among the Dinka in South Sudan. Among the Shona of Zimbabwe and Mozambique, the oldest son it the first to inherit and gets the best piece of the land.
The oldest accounts of the Shona mention patrilineal primogeniture as
their inheritance custom, with the oldest son of any of the deceased's
wives becoming the main heir. The widow was inherited by her husbands brother but could choose not to be.
Systems of social stratification
Detailed anthropological and sociological studies have been made about customs of patrilineal inheritance, where only male children can inherit. Some cultures also employ matrilineal
succession, where property can only pass along the female line, most
commonly going to the sister's sons of the decedent; but also, in some
societies, from the mother to her daughters. Some ancient societies and
most modern states employ egalitarian inheritance, without
discrimination based on gender and/or birth order.
The evolution of inheritance practices in Europe
The
right of patrilineal primogeniture, though widespread during medieval
and modern times in Europe, doesn't seem to have prevailed so
extensively in ancient times. In Athens, according to Demosthenes and
the Laws of Solon, the eldest son inherited the house and with it the
cult to family ancestors.
Aristotle spoke about patrilineal primogeniture during his time in
Thebes and Corinth. He also spoke about the revolts that put an end to
it in Massalia, Istros, Heraclea and Cnido). While Aristotle was opposed to this right, Plato wanted it to become more widespread. However, the nature of inheritance practices in Ancient Sparta is hotly debated among scholars. Ancient Greeks also considered the eldest son the avenger of wrongs done to parents—"The Erinyes are always at the command of the first-born".
Roman law didn't recognise primogeniture, but in practice Romans favored the eldest son. In Ancient Persia, succession to the family headship was determined by patrilineal primogeniture.
Among Celtic and Germanic peoples, the predominant custom during
ancient times seems to have been to divide the land in equal parts for
each of the sons. However, the house could be left to only one of them.
Evidence of actual practices and law codes such as the Sachsenspiegel
indicate that Germans left the house to the youngest son. This was
possibly connected to the cult to family ancestors, which was also
inherited by the youngest son. Celts from Ireland and northern France left the house to the eldest son.
Both Germans and Irish divided the land into equal shares until the
early Modern Age, when impartible inheritance gradually took hold among
both peoples. However, according to Tacitus the German tribe of the Tencteri employed patrilineal primogeniture. There is also evidence that in Schleswig Holstein,
leaving the estate to the eldest son and giving only monetary
compensation to his siblings was the prevailing practice since around
the year 100. Patrilineal primogeniture also prevailed among the
Vikings. In Scotland, certain types of property descended exclusively to
the eldest son in the Scottish Lowlands even before the Norman conquest
in 1066. Patrilineal primogeniture with regards to all types of
immoveable property became the legal rule in all of Scotland during the
reign of William I
(1165–1214). Until 1868, all immovable property, also called in
Scottish law "heritable property" (buildings, lands, etc.) was inherited
exclusively by the eldest son and couldn't be included in a will. After 1868, it could be included in a will or testament, but if a person died intestate, it was still inherited exclusively by the eldest son. In 1964, this rule of male primogeniture in cases of intestacy was finally abolished. According to Bede,
the custom in Northumbria reserved a substantial birthright for the
eldest son even before the Norman conquest and other local customs of
inheritance also gave certain additional benefits to the eldest son.
After the Norman conquest, male primogeniture became widespread
throughout England, becoming the common law with the promulgation of the Magna Carta in 1215, only slightly later than in Scotland. After 1540, a testator could dispose of its immovable property as he saw fit with the use of a testament,
but until 1925 it was still inherited solely by the eldest son if he
died intestate. However, although the gentry and the nobility in England
practiced a relatively strict form of male primogeniture,
there was no clearly prevalent inheritance pattern among peasants,
giving rise to a sort of "proto-capitalist" rural economy, the "absolute
nuclear" family.
During Late Medieval Times male ultimogeniture ("Borough-English") was
the predominant custom in England, as it was the customary rule of
inheritance among unfree peasants,
and this social class comprised most of the population according to the
Domesday Book. In Scotland, by contrast, a strict form of male
primogeniture prevailed (and still prevails) even among peasants.
The Scottish clan of the feudal era, which survived in the
Highlands until 1747, was the only known example of a conical clan in
Europe, along with the Roman gens according to Fustel de Coulanges.
As Gartmore says in a paper written in 1747, "The property of these
Highlands belongs to a great many different persons, who are more or
less considerable in proportion to the extent of their estates, and to
the command of men that live upon them, or follow them on account of
their clanship, out of the estates of others. These lands are set by the
landlord during pleasure, or a short tack, to people whom they call
good-men, and who are of a superior station to the commonality. These
are generally the sons, brothers, cousins, or nearest relations of the
landlord. The younger sons of families are not bred to any business or
employments, but are sent to the French or Spanish armies, or marry as
soon as they are of age. Those are left to their own good fortune and
conduct abroad, and these are preferred to some advantageous farm at
home. This, by the means of a small portion, and the liberality of their
relations, they are able to stock, and which they, their children, and
grandchildren, possess at an easy rent, till a nearer descendant be
again preferred to it.
As the propinquity removes, they become less considered, till at last
they degenerate to be of the common people; unless some accidental
acquisition of wealth supports them above their station. As this hath
been an ancient custom, most of the farmers and cottars are of the name
and clan of the proprietor; and, if they are not really so, the
proprietor either obliges them to assume it, or they are glaid to do so,
to procure his protection and favour."
Prior to the advent of feudalism during Late Medieval times and
the creation of the system above explained, no trace of male
primogeniture or a similar custom existed in Scotland or elsewhere in
the Celtic world. The successor to the office of the chief was selected
among the wider kin of the previous chief (tanistry),
and the land, among common families, was divided between all sons.
Among many ancient Germanic tribes, on the other hand, male
primogeniture determined succession to political office, the eldest son
of a chief customarily succeeding his father. The common rule of land
inheritance was partible inheritance, as in the Celtic world.
The British custom of male primogeniture became also prevalent in some British colonies, most strongly in Australia. The contrary development occurred in South Africa, where the Afrikaner colonizers, who practiced partible inheritance, were always opposed to the custom of male primogeniture prevalent among indigenous black peoples. In New Zealand, European colonizers chose any son to succeed to the family farm, without regards to his fraternal birth order, while patrilineal primogeniture prevailed among the indigenous Maori people.
In parts of northern France, giving a slightly larger share to
the eldest son was common among peasants even before the 10th century;
after that century, patrilineal primogeniture developed among the
nobility (impartible inheritance
never obtained among peasants in most of northern France). Flanders was
probably the first country where patrilineal primogeniture became
predominant among aristocrats. By the time of the French revolution it had become almost universal in this social class in western, central and northern Europe, but inheritance customs among peasants varied widely across regions.
Strabo also speaks about customs of male primogeniture among Iberian
peoples (most of the Iberian peninsula was populated by then by Celtic
or half-Celtic peoples, not Iberians proper). He mentions that among the
Cantabrii, however, the eldest child regardless of sex inherited the
family property. By the term "Cantabrii" he was most probably referring
not to the actual Cantabrians but to the Basques (who were not an Iberian people); among the Basques of France, this usage survived until the French Revolution, long after it had been replaced by male primogeniture or free selection of an heir among the Basques of Spain. In Catalonia,
in northeastern Spain, the custom of male primogeniture survived in an
exceptionally vigorous form among peasants until very recent times (in
northeastern Catalonia, for example, peasants rigorously respected the
right of male primogeniture until very recent times. In the province of Lleida, too, even as late as the mid-twentieth century, only 7.11 percent of the sons who became single-heirs were not the first son. In central and southern Catalonia, male primogeniture was also predominant). However, in other past Iberian regions which were subject to greater Muslim influence, such as Valencia, this custom only survived in some areas.
Welsh laws of inheritance
The ancient Welsh laws of inheritance inform us about the evolution of inheritance practices in Great Britain. The Venedotian Code establishes that land must be partitioned between all sons and that the youngest has a preferential claim to the buildings:
"If there be buildings, the youngest brother but one is to divide
the tyddyns,* for in that case he is the meter; and the youngest to
have his choice of the tyddyns, and after that he is to divide all the
patrimony. And by seniority they are to choose unto the youngest; and
that division is to continue during the lives of the brothers."
"If there be no buildings on the land, the youngest son is to
divide all the patrimony, and the eldest is to choose; and each, in
seniority, choose unto the youngest."
"Land of a hamlet is not to be shared as tyddyns, but as gardens;
and if there be buildings thereon, the youngest son is not more
entitled to them than the eldest, but they are to be shared as
chambers."
"When brothers share their patrimony between them, the younger is
to have the principal tenement, and all the buildings, of his father,
and eight einvs of land; his boiler, his hatchet, and his coulter,
because a father cannot give these three to any one but the youngest
son, and though they should be pledged they never become forfeited. Then
let every brother take an homestead with eight erws of land; and the
youngest son is to divide, and they are to choose in succession from the
eldest to the youngest."
This was later replaced by a preference for the eldest son, and the Dimetian Code provides:
Whoever shall have dadenhudd
adjudged to him, no one, by law, can eject him therefrom, except a
proprietary heir to dadenhudd, according to age, that is, the eldest;
since the second dadenhudd cannot eject the first; and one
non-proprietor cannot eject another non-proprietor. If there be a
dispute between two lawful heirs, one is proprietary heir to the
dadenhudd of the whole, and another is non-proprietor; the one, however,
is proprietor to dadenhudd of the whole, as dadenhudd of the whole is
not appropriate to any one, but to the eldest of all the brothers. The
privilege of age of the eldest brother renders all the younger brothers
non-proprietors, and renders him sole proprietor for dadenhudd of all;
if the younger ones come before him to obtain dadenhudd, at what time
soever may come, he is to eject them all, and is to obtain dadenhudd of
the whole: if they make the demand jointly, they are to obtain it
jointly, as has been mentioned above. The eldest brother is likewise a
primary son, and the youngest is secondary in claim; and therefore it is
said: the second dadenhudd cannot eject the first. All the younger
brothers are non-proprietors, as to obtaining dadenhudd of the whole,
although every one shall obtain his share; and on that account it is
said: no non-proprietor can eject another non-proprietor.
Canon law-dictated patrilineal primogeniture:
The
ecclesiastical law says again that no son is to have the patrimony but
the eldest born to the father by the married wife. The law of Howel,
however, adjudges it to the younger son as well as to the oldest, and
decides that the sin of the father, or his illegal act, is not to be
brought against the son as to lus patrimony.
During the Modern Age, many Welsh peasants in upland areas lived in
stem families where the eldest son took over the farm when his father
became old.
Perhaps most intriguingly, in the inner, lowland areas of Wales, where
English culture was stronger and absolute nuclear families on the
English model prevailed, male ultimogeniture predominated.
The fideicommissum
Inheritance can be organized in a way that its use is restricted by the desires of someone (usually of the decedent). An inheritance may have been organized as a
fideicommissum,
which usually cannot be sold or diminished, only its profits are
disposable. A fideicommissum's succession can also be ordered in a way
that determines it long (or eternally) also with regard to persons born
long after the original descendant. Royal succession has typically been
more or less a fideicommissum, the realm not (easily) to be sold and the
rules of succession not to be (easily) altered by a holder (a monarch).
The fideicommissum, which in fact had little resemblance to the Roman
institution of the same name, was almost the standard method of property
transfer among the European nobility; Austria, Germany, Switzerland,
Bohemia,
Sweden and Italy were some of the countries where it became very
popular among wealthy landowners, beginning in most cases around the
early Modern Age. It was almost always organized around principles of
male primogeniture. The Spanish
mayorazgo
and the Portuguese morgado also resembled the Continental
fideicommissum more than the noble customs of Great Britain and most
French regions; noble customs of primogeniture in these countries were
more ancient and thus took different legal forms. Inheritance of noble
titles also distinguished Great Britain from Continental Europe, since
in most European countries most noble titles (though not estates) were
inherited by all sons, sometimes even all children.