Understanding the Law of Inheritance of the Qur'an
Article:
Mr. Jochen Katz, in one of his articles[1] has raised a number of questions regarding the 'Law of Inheritance' of the Qur'an. The purpose of this writing is to answer the questions raised by him.
But before an attempt is made to answer the questions raised by Mr. Katz, it seems appropriate that I should state how I understand the related verses of the Qur'an[2]. I think that the correct understanding of these verses will itself provide answers to most of the questions raised by Mr. Katz.
Nevertheless, for a more meaningful understanding of the law, it seems appropriate that we start by taking a close look at a simple translation of the related verses of the Qur'an.
Translation of the Related Verses
The law of inheritance has been given in the Qur'an in Surah Al-Nisaa (the fourth chapter) verses 11 & 12 and then in verse 176. The translation of the related portions of these verses (as I understand them) is given below:
Verse-11:
"Allah enjoins you about [the share of inheritance of] your children: A male's share shall equal that of two females -- in case there are only daughters, more than two shall have two-thirds of what has been left behind. And if there be only one daughter, her share shall be half -- and if the deceased has children, the parents shall inherit a sixth each, and if he has no children and the parents are his heirs then his mother shall receive a third, and if he has brothers and sisters then the mother's share is the same one-sixth. [These shares shall be distributed] after carrying out any will made by the deceased or payment of any debt owed by him (the deceased). You know not who among your children and your parents are nearest to you in benefit. This is the law of Allah. Indeed Allah is wise, all knowing."
Verse-12:
"You shall get half of what your wives leave, if they die childless. But if they do have children, your share shall then be a quarter of what they leave after carrying out any will made by the deceased or payment of any debt owed by her. And they (your wives) shall have a quarter of what you leave, if you die childless. But in case you have children, they shall then get one-eighth of what you leave, after carrying out any will made by you or payment of any debt owed by you (the deceased). And if a man or a woman is made an heir on account of his [or her] kalalah relationship [with the deceased] and he [or she] has one brother or sister, the brother and sister shall each receive a sixth and if they be more than two, they shall then share in one-third, after carrying out any will that had been made by the deceased or payment of any debt owed by him -- without harming anyone. This is a command from Allah and Allah is all-knowing, most forbearing."
Verse-176:
"They ask you. Say: Allah enjoins you about your kalalah heirs that if a man dies childless and he has only a sister, she shall inherit half of what he leaves; and if she dies childless, then her brother shall be her heir; and if their are two sisters, they shall inherit two-thirds of what he [or she] leaves. If there are many brothers and sisters, the share of each male should be that of two females. Allah makes [His commands] clear to you, so that you do not err. Allah has knowledge of all things."
A Brief Explanation of the Law
According to these verses of the Qur'an The first right on the property of the deceased is that of the creditors. After the payment to the creditors, any will made by the deceased shall be executed. The remainder of the property and assets of the deceased, if any, shall be distributed among the inheritors in the specified proportions.
Two Categories of Inheritors
A close analysis of these verses shall show that according to this law, there are basically two kinds of inheritors:
Inheritors who are to be given a fixed proportion of the total inheritance; and
Inheritors who are to share, in a specified proportion, the balance of the inheritance after the share of inheritors of the first category has been given.
The first category of inheritors includes parents[3] (in case a person has any children or brothers and sisters) and spouse[4]. On the other hand, the second category of inheritors includes children[5], brothers and sisters[6] (in case a person dies childless) and parents[7] (in case a person has neither children, nor brothers and sisters).
It simply means that in case any or all inheritors of the first category are present, first they shall be given their stipulated portion of the inheritance. The balance of the inheritance shall then be distributed among the second category of inheritors, according to their specified proportion. On the other hand, in case any or all of the inheritors of the first category do not exist, then all the property and assets of the deceased shall be distributed among the inheritors of the second category, according to the stipulated principle or according to their specified shares.
The Shares
Shares of the Inheritors of the First Category
Parents
The share of the parents (as inheritors of the first category, i.e., when the deceased has either children or brothers and/or sisters) shall be one-sixth each[8].
Spouse
The shares of the spouse[9] are as under:
In case of Husband:
If the wife dies childless -- half of the total property and assets of the wife
If the wife had any children -- a quarter of the total property and assets of the wife
In case of Wife:
If the husband dies childless -- a quarter of the property and assets of the husband.
If the husband had any children -- one-eighth of the property and assets of the husband.
Shares of the Inheritors of the Second Category
Children
The deceased's children shall share in the balance of the property and assets of the deceased, after the stipulated shares of all the inheritors of the first category have been given. The share of the deceased's children[10] is as follows:
If there are both sons and daughters -- the share of each son shall be double that of each daughter, in the balance of the property and assets of the deceased after the shares of the first category of inheritors is given..
If there are only sons -- all the sons shall share equally in the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there is only one son -- he shall take all the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there is only one daughter (and no other children) -- she shall get half of the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there be two or more daughters (and no sons) -- they shall share equally in two-thirds of the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
Brothers And Sisters
According to verse 176, in case the deceased is childless, and has any brothers and/or sisters, the share of brothers and sisters of the deceased shall be exactly the same as that of his sons and/or daughters respectively, if he had any. Thus the share of the brothers and sisters shall be as under:
If there are both brothers and sisters -- the share of each brother shall be double that of each sister, in the balance of the property and assets of the deceased after the shares of the first category of inheritors is given..
If there are only brothers -- all the brothers shall share equally in the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there is only one brother -- he shall take all the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there is only one sister (and no other brothers and/or sisters) -- she shall get half of the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
If there be two or more sisters (and no brothers) -- they shall share equally in two-thirds of the balance of the property and assets of the deceased after the shares of the first category of inheritors is given.
Parents
In case a person has neither children nor brothers and/or sisters then his parents shall share the balance of his property and assets after satisfying the claims of the inheritors of the first category[11] (in this case, the spouse of the deceased).
"Kalalah" Inheritors
Besides the stated relations (i.e., children, parents, brothers and/or sisters and spouse), the Qur'an has also referred to another kind of relations -- the "Kalalah". In the Arabic language, the word "Kalalah" is used in different meanings. In verse 12, it is used for relations other than the parents and children of a person.
Thus, if a person wants to add any kalalah relative (brothers and/or sisters, in the presence of children, and maternal and/or paternal aunts and uncles etc.) with the inheritors specified in the Qur'an[12], in their absence[13] or after their share has been given[14], he can do so by nominating the desired person. Such nomination cannot be made for any of the persons whose share has been specified in the Qur'an, neither can such nominations alter any of the shares specified in the Qur'an[15].
According to the Qur'an, if any one has made such a nomination in favor of any of his kalalah relatives, the following rule shall apply[16]:
If the nominated person has one brother and/or one sister, then a sixth each of the nominated amount shall be given to this brother and/or sister. The balance of the nominated amount shall be given to the nominated person.
If the nominated person has more than two brothers and/or sisters they shall all equally share one-third of the total nominated amount and the balance of the nominated amount shall be given to the nominee.
What About the Balance?
According to our understanding of the law of inheritance given in the Qur'an, there can be certain instances where a portion of the wealth of the deceased is left over after all the heirs have been given their shares. In the same way, if a childless person has neither brothers and/or sisters nor parents, a significant portion of his wealth shall remain undistributed. One solution to this problem, as indicated above, is that the Qur'an has directed the person to make someone his heir. But in case, the person has not done so, then what is to be done with the remaining balance? The following tradition provides an answer to this question, in most of the cases:
Give the heirs their share; if something remains, it is for the closest male relative. (Muslim, Kitabu'l-Faraidh, Chapter 1)
This is the law of inheritance of the Qur'an.
In the following section we shall examine the questions asked about this law by Mr. Jochen Katz.
Questions & Criticisms of Mr. Jochen Katz
Mr. Katz has stated in his article:
There are numerous simple cases which are not clear how to deal with them at all, since they don't fall under the instructions given. For example, if I have only one daughter, verse 4:11 says that she gets half [seemingly no matter who else might inherit]. The verse also states the general rule that a son inherits double of what a daughter inherits. Does that mean a single son would get all? Even if there are still parents which should also get a share? Also, it is regulated that one daughter would get half, and more than two daughters will [equally] share in 2/3. How much would two daughters get among them? The average between 1/2 and 2/3?
In the explanation of the law above, I have already dealt with these questions. I do not think there would be any use of repeating the answers again.
Mr. Katz asks:
Suppose I was already a widower and have only one daughter. When I die my one daughter gets half according to verse 11. What happens to the rest?
This question has also been dealt with in the explanation of the law. There is absolutely no reason of repeating the answer.
Mr. Katz asks:
Suppose my wife has no relatives at all [e.g. being a war orphan] and she dies before we are blessed with any children. According to verse 12, I get half of her property. Who gets the other half of her property? Only half of the inheritance is regulated according to the Qur'an.
Before answering this question, I would like to clarify that the directive of the Qur'an is not to regulate the total inheritance of a person but to fix the shares of the closest inheritors. There is a possibility that a significant part of the total property of a person is left unregulated. In such instances, the person is given the choice to select any person or persons, related or unrelated to him as his inheritor(s). In case no such person has been nominated by the deceased, then the closest male relative of the deceased shall inherit; and in case there are no relatives of the deceased then the state (government) of residence of the deceased can make any regulation to regulate this property. Any regulation of the state, in this connection, that does not alter the prescribed shares of the inheritors mentioned in the Qur'an and does not hinder the freedom of the deceased is allowed under the Islamic law.
Mr. Katz asks:
The same situation with switched roles, my wife would get a quarter, but who gets the other 3/4 of my property?
See answer to question No. 3.
Mr. Katz asks:
I die and leave my wife and one daughter but I have no other relatives, which means that my daughter gets 1/2 = 4/8 [verse 11] and my wife gets 1/8 [verse 12] leaving again 3/8 unaccounted for.
The answer to this question is the same as that to question no. 3. But it must be pointed out that the calculation of shares is not accurate. According to the explanation provided above the shares should be calculated as under:
Wife: One-eighth of the total assets of the deceased.
Daughter: Half of the remaining seven-eighths of the assets, i.e., 7/16th of the total assets.
Balance: The remaining 7/16th shall be given to the person bequeathed by the deceased; in the absence of such a person, it shall be given to the closest male relative of the deceased; in the absence of such a relative, the balance shall be distributed as per the regulations of the state of residence of the deceased.
Mr. Katz asks:
In all these [and several more such] cases the question is: Who gets the rest? I agree this can be taken care of by donating it to charities or the local Masjid. But the problem is the Qur'an does not tell us what to do with it. Can the rest also be distributed among the wife and children? But that procedure would make their shares different from what has been specified in the Qur'an! What is the point of specifying clear shares and then abandoning the instructions?
The "rest", as stated earlier, is left on the discretion of the deceased. Whoever, in his opinion, needs to get this "rest" may get it. Yes, it may be donated to a charity or a local Masjid.
The Qur'an does not tell us what to do with it so that the individual is left with the option of deciding about it. As has already been stated, the object of the Qur'an is not to distribute the whole property and assets of an individual, but to guide the Muslims regarding the rights of their relatives on their property. Obviously, it is not necessary that the accumulated rights of our relatives, in all the cases, must equal the total property.
No, the rest cannot be distributed among the wife and children. No change can be made in the prescribed shares of the inheritors mentioned in the Qur'an.
Mr. Katz says:
If I (as the male head of the family) die and leave behind (in the order given in the verses above):
3 daughters both parents my wife then they will receive
2/3 (2/9 each) 1/3 (1/6 each) 1/8 according to
verse 11 verse 11 verse 12 which adds up to
2/3+ 1/3+ 1/8= 1+1/8
Where is the extra 1/8 going to come from? Is the local Muslim community [the "fund for balancing out the inheritance shares that don't add up"] going to pay it? After all, if they would be getting the left-overs from the cases when the sum is less than one in the examples above, that would only be fair.
The calculations given in the above table are not correct. I am sure that Mr. Katz will now be in a position to calculate these shares correctly in the light of the explanation of the law above. In any case, the correct calculations are as under:




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