✦ ❖ ✦
DAAT · LEVEL 4 — HALAKHA LEMA’ASSE

Siman 173 — Halakha lema’asse: the ruling on the nineteen cases

Five questions in order, a ruling per seif, and what is left to the Rav
יורה דעה · סימן קע״ג
הרבה פרטי דיני רבית
⚖️ Ruling · הלכה למעשה
✦ ❖ ✦

This level takes the nineteen seifim by their practical end. It begins by naming who carries the siman — it is the Shakh, save in one place —, gives the five-question protocol by which a transaction may be examined, then the ruling seif by seif, then the contemporary figures. It ends with what it does not decide, for a level of ruling that did not state its limits would not be one.

DAAT · daattorah.com — הרב יוסף חיים סממה

📑 Plan of the ruling

1. The frame of the ruling — and what this level is not
2. The line of ruling — who carries this siman
3. The protocol — five questions, in this order
4. The ruling seif by seif
5. Contemporary figures
6. What remains open, and must be brought to a Rav

1. The frame of the ruling — and what this level is not

To be read before all else. The Admur HaZaken did not write a Shulhan Arukh on Yoreh De’ah: this fourth level is therefore not a “Daat HaRav” but a level of ruling, resting on the Shakh, the Taz, the Nekudot HaKesef, the Ba’er Hetev, the Pit’hei Teshuva, the Rambam and the responsa these report. And it must be said plainly: what follows is a direction for study, not an individual ruling. Siman 173 decides business matters — a contract, a discount, an assignment of a claim — and no business matter is settled on a page. For its application to your own case, consult your Rav.

A second thing to settle before beginning: in almost the whole of this siman the prohibition is rabbinicאבק רבית, because it comes by way of sale and not of loan. The Shakh writes so in the Beit Yosef’s name, and the Rambam qualified it thus in his very first halakhah. This lightens nothing: it governs only the civil consequences, and the Pit’hei Teshuva draws from them one that surprises.

« וכ׳ ב״י דכיון שאינו אלא דרך מכר אינו אלא מדרבנן » (ש״ך יו״ד קע״ג ס״ק ד)
« הֲרֵי זֶה אֲבַק רִבִּית שֶׁזֶּה דּוֹמֶה כְּמִי שֶׁנּוֹטֵל עֶשְׂרִים בִּשְׁבִיל שֶׁנָּתַן לוֹ מֵאָה לְהִשְׁתַּמֵּשׁ בָּהּ עַד זְמַן פְּלוֹנִי » (רמב״ם הלכות מלווה ולווה פרק ח׳ הלכה א׳)
« כיון שנעשה המקח באיסור בטל לגמרי ולא מקבל עליו מי שפרע » (פת״ש יו״ד קע״ג ס״ק ח)
« וחייב להחזיר לו מעותיו מיד ואינו יכול לומר אתן לך הסחורה כשער של היתר לזמן שקבעתי » (פת״ש יו״ד קע״ג ס״ק ח)

2. The line of ruling — who carries this siman

Over the eight points where the apparatus divides, a regularity emerges, and it is worth naming before entering the detail. It is the Shakh who carries this siman. The Nekudot HaKesef — which are his own reply to the Taz — intervene five times, and five times against the Taz. The Ba’er Hetev, who writes for practice and not for discussion, follows him at almost every note.

The exception, and it is notable. There is one place where this regularity reverses: seif 6. The Shakh there defends the Rama against the Bah — but he defends him on the reading of the Tur, not on the substance. And the Ba’er Hetev, who writes for practice, ranges against the Rama four Aharonim at once: the Maharshal, the Levush, the Bah and the Taz. The Pit’hei Teshuva reports that the Yeriot HaOhel concluded like them. In practice, therefore, the full value is required — except that, where he really has it, the permission holds even if the lender does not know.
« והעלה כדעת הט״ז שאין שום היתר להלוות על זקוקים היכא דאין לו » (פת״ש יו״ד קע״ג ס״ק ז)
The pointWhat is kept in practiceOn whom one relies
Seif 6 — the full value of the dinarRequire it. The reverse reading of the Tur does not suffice to dispense with it.Taz, Levush, Bah, Maharshal, Ba’er Hetev, Yeriot HaOhel
Seif 7 — the object of unknown valuation, the seller having nothingDo not rely on it while the rate is not established; and where a rise is feared, abstain.Shakh 17, Taz 12, Ba’er Hetev 13
Seif 13 — the liability the seller may takeSouring yes; rise and fall no. The Derishah is set aside.Shakh 24, Taz, Ba’er Hetev 17
Seif 13 — the term of NissanIt follows the place and season at which the wine clears; and there is room to be strict.Shakh 25
Seif 14 — the place of the clause of returnIt belongs to the second arrangement: the right of return goes with the bearing of risk.Shakh 29, Nekudot HaKesef 4
Seif 15 — the amount of the wage of troubleGive it in earnest. The Shakh reads the Beit Yosef as requiring labour and maintenance; do not be content with a gesture.Shakh 30; the Taz is lenient, the Ba’er Hetev did not decide
Seifim 16 and 18 — “ויש מתירין”It is not a competing permission: it presupposes the wage paid, and without it it is not invoked.Shakh 33, Nekudot HaKesef 5, Ba’er Hetev 25 and 27
Seif 18 — the gravityForbidden in every case. On the qualification the Radbaz is stricter than the Rivash — one more reason not to come near.Taz 30; Pit’hei Teshuva 10

3. The protocol — five questions, in this order

Here is how to examine a concrete transaction. The questions come in order: the first that answers “yes” suffices to forbid, and there is no need to continue. The fifth, conversely, may rescue what the fourth had condemned.

#The questionIf the answer is thisThen
1Were two prices stated as alternatives — “so much cash, so much on credit”?YesForbidden. None of the following criteria redeems the speech.
2Does the asset have a market rate or a commonly accepted valuation?Yes, and the credit price exceeds itForbidden. If the gap is moderate and nothing was said, see question 5.
3If this is an advance payment: does the seller already possess the thing?NoForbidden — and a claim with a third party does not count. A deposit does.
4Who bears the loss of the thing, and who bears the fall in price?The one awaiting a counterpart also bears the lossForbidden — a disguised loan, or the shape “near to gain, far from loss”.
5Does the surplus pay for work actually done, and is it genuinely paid?YesPermitted. But a token wage does not suffice per the Shakh reading the Beit Yosef.
The siman’s three lawful ways out. (a) Index rather than fix. A single price that follows the rate on the day of payment has no fixed price — this is Rabbenu Tam’s formula, and the Rama applies it at seif 14 for the seven barrels. (b) Pay for the trouble. Real labour is never interest, and it permits what the transfer of risk did not. (c) Sell rather than lend. A claim can be sold, a guarantee bought — provided the risk really changes hands.
« אלא א״ל סתם באייר תתן לי כשער של אייר בין שיהיה אותו זמן יוקר או זול מותר אע״פ שדרכן להתייקר באייר » (ש״ך יו״ד קע״ג ס״ק ג)
« אבל אם מוכר לו בלא קצבה כגון שמכר לו שבע חביות ואמר לו תשלם לי כל החבית כמו שיהיה השער בעת שתקח כל חבית שרי » (רמ״א יו״ד קע״ג:י״ד)

4. The ruling seif by seif

The middle column carries the verdict as the Shulhan Arukh gives it; the last carries what the apparatus adds to it for practice. Where the apparatus divides, the name of the posek followed is given.

SeifThe verdict of the Shulhan ArukhWhat the apparatus adds for practice
1Forbidden if the object has a rate; permitted otherwise, without speech and at a moderate riseDo not exceed a fifth (PT 4); a buyer who has a third party buy so as to take on credit is as one who states terms (PT 1)
2Permitted — the dumped price is not the reference priceBeware the neighbouring arrangement: a loan coupled with an obligation to buy above the price (Shakh 6)
3Permitted after conclusion; forbidden beforeEven if it was worth twelve, once he consented to ten, taking twelve is the price of the delay (PT 5)
4Permitted if the liability passes to the buyerThe Shakh’s stringency: even the liability for the sums received forbids, and there is no difference between assigning part or all (Shakh 9)
5Permitted — two successive salesA bond must establish the obligation before the assignment; the assignment is made before three, and the bond handed over (Shakh 8)
6Permitted to the changer, if he has the dinar’s valueRequire the full value (BH 9); the permission is the professional changer’s (Shakh 12); coins for coins remains forbidden
7Permitted if he has it; forbidden if notDo not rely on the end of the gloss while the rate is not established (Shakh 17, Taz 12, BH 13)
8Permitted — the gourds grow of themselvesHe must deliver those; to give others is forbidden (Shakh 20, Taz 13, BH 14)
9Forbidden “by the measure”; permitted “much or little”The reason is that milk taken is replaced, not that it does not yet exist (Shakh 21, Taz 14)
10Forbidden for the orchard; permitted for the calfThe difference lies in market custom, not in the nature of the growth (Taz 15, BH 16)
11Forbidden, unless an act is performed on what is attachedAn act of possession on the land also suffices, per the Beit Yosef; what matters is the acquisition, not the gesture
12Forbidden, unless they help threshNo note of its own in the five collections; the Taz gives the reason at note 16
13Permitted if the buyer takes the fall; forbidden otherwiseThe seller may take only the souring (Shakh 24); and the term follows the place, strictly (Shakh 25)
14Permitted in both of the Rambam’s arrangementsThe right of return goes with the bearing of risk (Shakh 29, NK 4); without a fixed price, permitted in any case
15Permitted if the risk stays with the seller and the trouble is paidThe wage must be full (Shakh 30); the Taz is lenient, but the Ba’er Hetev did not decide
16Permitted in produce, at the buyer’s risk; forbidden in merchandise and to the man of standingThe Rama’s variant presupposes the wage paid (Shakh 33); the man of standing may, if he takes the liability and pays for the trouble (Shakh 32)
17Permitted if he has produce there; forbidden otherwiseIt is a se’ah for a se’ah: possession is judged at the place of repayment (Taz 29)
18Forbidden; the gloss permits another structureThe Rama’s variant requires the lender to receive the goods and bear the road; without that it is not invoked (Shakh 33, Taz 31)
19Permitted — it is a manner of saleEven paid in advance, the premium stays lawful (Taz 32, Shakh 34)

5. Contemporary figures

The siman speaks of gourds, barrels and donkey caravans. Its five mechanisms, however, decide the transactions that make up a business’s daily life. Each line below indicates the applicable mechanism and the point of vigilance — and nothing more: these are not rulings.

The transactionThe deciding mechanismThe point of vigilance
A “cash” tariff and a “thirty days” tariff, posted side by sideSpeech — seif 1This is קציצה itself. Set a single price indexed to the day of payment rather than a pair of prices.
An early-settlement discount granted on an invoiceSpeech, and the instant of conclusion — seif 3The invoice must have been issued at the full amount before the reduction. Announced in the offer, it is the forbidden alternative.
Factoring: assigning receivables at a discountThe bearing of risk — seif 4Without recourse against the assignor it is a sale. With recourse it is a loan — and the Shakh forbids even the liability for the sums received alone.
A public body monetising future revenuesThe structure — seif 5Sell a real right, establish the obligation by a bond, then assign the claim. Three acts, each lawful; the shortcut is not.
Currency exchange with a spread, and forward exchangeKind and possession — seif 6Two distinct kinds: it is a sale. But the counterpart must be in hand, and in practice the whole of it.
A pre-order paid in advance, at a reduced pricePossession — seif 7The seller must have the thing. An order placed with his own supplier does not count: collection is wanting.
A forward contract on a standing cropPossession and custom — seifim 8, 10Three conditions: that the thing already exist, that it grow out of what exists, and that it be the custom to sell so.
Consignment, and delivery for sale with a right of returnThe bearing of risk and labour — seif 14The arrangement stands if the loss stays with the consignor, or if the surplus is named a wage and the unsold may be returned.
Import-export: who bears the carriage, and at what price settlement is madeThe bearing of risk and labour — seifim 15, 16The risk must fall on the one who awaits nothing. Freight and trouble must be genuinely paid.
Financing whose repayment depends on a venture’s successThe form — seif 18Coins for coins: the form of the loan stands, and the risk does not redeem it. The Radbaz is stricter still, for want of asmakhta.
Insuring a stock, a cargo, an assetThe form — seif 19Nothing is to be returned: it is כעין מכר, a manner of sale. Paying the premium in advance changes nothing.

6. What remains open, and must be brought to a Rav

A level of ruling must also say what it does not decide. Four points remain in dispute in the apparatus itself, and none of them is settled by reading.

The pointThe state of the discussion
The amount of the wage of troubleThe Shakh, reading the Beit Yosef, requires labour and maintenance in full; the Taz is content with a modest sum; the Ba’er Hetev sets the two views face to face without concluding. Any figured application belongs to a Rav.
The threshold of the “moderate rise” at seif 1The Pit’hei Teshuva reports from the Beit Ephraim, in the Knesset HaGedolah’s name, a fifth. It is a reported benchmark, not a rule of the Shulhan Arukh — and it presupposes that nothing was said.
The qualification of the sea loan at seif 18The Rivash distinguishes according to the liability taken, the Levush denies the distinction, the Radbaz aggravates through asmakhta. This changes nothing in the prohibition itself, but everything in the civil consequences.
The fate of a bargain already concluded unlawfullyThe Tashbetz, cited by the Pit’hei Teshuva, holds it void where no act of acquisition was performed, and that the money must be returned at once. But if the seller transgressed and delivered, the buyer need not return the excess — and the Pit’hei Teshuva notes that, according to our practice, he must return it to acquit himself towards Heaven.
« ומיהו אם עבר המוכר ונתן לקונה כשער של איסור אין הקונה חייב להחזיר לו מה שיתן יתר על שער ההיתר משום דאבק רבית הוא » (פת״ש יו״ד קע״ג ס״ק ח)
« אבל לדידן גם בזה חייב להחזיר לצאת י״ש » (פת״ש יו״ד קע״ג ס״ק ח)
The last word. Siman 173 is the most concrete of the block on interest, and that is what makes it the most demanding. Its nineteen seifim only walk one question through nineteen markets: for what is this surplus paid? Those who commented on it divided on no principle — they divided on thresholds, and a threshold is not read in a book, it is applied to a case. For its application to your own situation, consult your Rav.
DAAT · daattorah.com — Siman 173 of Yoreh De’ah · Study by Rav Yossef Haim Samama