Feudal relief

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Feudal relief was a one-off "fine" or form of taxation payable to an overlord by the heir of a feudal tenant to license him to take possession of his fief, i.e. an estate-in-land, by inheritance. It is comparable to a death duty or inheritance tax.

A tax is a mandatory financial charge or some other type of levy imposed upon a taxpayer by a governmental organization in order to fund various public expenditures. A failure to pay, along with evasion of or resistance to taxation, is punishable by law. Taxes consist of direct or indirect taxes and may be paid in money or as its labour equivalent.

Fief System of economic governance during the Middle Ages in Europe.

A fief was the central element of feudalism. It consisted of heritable property or rights granted by an overlord to a vassal who held it in fealty in return for a form of feudal allegiance and service, usually given by the personal ceremonies of homage and fealty. The fees were often lands or revenue-producing real property held in feudal land tenure: these are typically known as fiefs or fiefdoms. However, not only land but anything of value could be held in fee, including governmental office, rights of exploitation such as hunting or fishing, monopolies in trade, and tax farms.

An estate, in common law, is the net worth of a person at any point in time alive or dead. It is the sum of a person's assets – legal rights, interests and entitlements to property of any kind – less all liabilities at that time. The issue is of special legal significance on a question of bankruptcy and death of the person.

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The equivalent duty at the lower levels of the feudal hierarchy was heriot (in England) or le droit du meilleur catel (in France).

Heriot, from Old English heregeat ("war-gear"), was originally a death-duty in late Anglo-Saxon England, which required that at death, a nobleman provided to his king a given set of military equipment, often including horses, swords, shields, spears and helmets. It later developed into a kind of tenurial feudal relief due from villeins. The equivalent term in French was droit du meilleur catel.

Etymology

The word relief comes from the Latin verb levo, to raise, lift up, elevate, with the addition of the Latin inseparable adverbial particle re-, which has three distinct meanings: back, against and again. The Latin composite verb relevo results. [1] The term used in mediaeval Latin charters is Relevius. The payment thus obtains an heir's "relief" by his being "re-elevated" or "lifted-up again" into the place of honour and privilege formerly occupied by his predecessor.

Rationale

As fiefs were originally granted by William the Conqueror as a reward for past service, there was no logical reason in feudal terms why the tenant's heir should take up the fief without himself having provided the king with some similar valuable past service. The payment of a fine for such "relief" can thus be seen within the logic of feudalism as payment in-lieu of such past service. Thus the right to inherit a fief was akin to a pre-emption right: the king would re-grant the fief to the heir in priority to a third party, so long as the heir paid his fine. This was a valuable right as the heir was more expert in the exploitation of the fief in question than of any other comparable estate of land, for example he was aware through experience of its optimal cropping rotation based on its differing soil-types and micro-climates, and he had available a local work-force loyal to his family.

A pre-emption right, right of pre-emption, or first option to buy is a contractual right to acquire certain property newly coming into existence before it can be offered to any other person or entity. It comes from the Latin verb emo, emere, emi, emptum, to buy or purchase, plus the inseparable preposition pre, before. A right to acquire existing property in preference to any other person is usually referred to as a right of first refusal.

Example from Pipe Rolls

The Pipe Roll was a class of parchment roll used by the Treasury to record financial receipts. The Pipe Roll of 6 Henry III (1222) contains the following entry:

Treasury government department related to finance

A treasury is either

Ricardus filius Willelmi de Scalariis II pro relevio suo de dimidia baronia...£... (received from Richard son of William de Scalarius II for his relief concerning half a barony.....the sum of £...prob. £50) [2]

Varieties of relief

In the case of a feudal baron, that is to say one who held per baroniam, it is termed "baronial relief", set at £100. Following Magna Carta of 1215, the standard rates became one quarter of a year's profit of the estate payable by an under-tenant, and a full year's profit payable by a non-baronial tenant-in-chief. [3]

Rates payable

It is clear from the pre-eminent positioning in Magna Carta (1215), of the clauses concerning the regulation of relief, that the question of the exaction of extortionate reliefs was one of the major complaints made by the barons to King John. These clauses, in order numbers 2 and 3 follow no other but a clause which promises the free election of bishops to the English church, an issue of paramount significance in the mediaeval world. There can be no better exposition of the charging structure than that given in the Charter itself, which is quoted as follows: [4]

(2) "If any earl, baron or other person who holds lands directly from the Crown for military service shall die, and at his death his heir shall be of full age and owe a Relief, the heir shall have his inheritance on payment of the ancient scale of Relief. That is to say, the heir or heirs of an earl shall pay £100 for the entire earl's barony, the heir or heirs of a knight 100 shillings at most for the entire knight's fee and any man that owes less shall pay less in accordance with the ancient usage of fees".

(3) "But if the heir of such a person is under age (i.e. 21) and a ward, when he comes of age he shall have his inheritance without Relief or fine".

In summary, therefore, Magna Carta set feudal relief for earls (who all held per baroniam and were therefore themselves barons) at £100 and for knights at 100 shillings (i.e. £5) per knight's fee, in both cases restoring the rates to their traditional levels. Although no mention appears to be made of the rates payable by barons for their baronies, it is known that the level set was as for earls, £100. [5] The relative proportion of relief for barony and knight's fee of 20:1 seems to imply that originally a barony consisted of, or was equivalent in some way, to twenty knight's fees.

See also

Sources

Related Research Articles

Magna Carta Angevin charter

Magna Carta Libertatum, commonly called Magna Carta, is a charter of rights agreed to by King John of England at Runnymede, near Windsor, on 15 June 1215. First drafted by the Archbishop of Canterbury to make peace between the unpopular King and a group of rebel barons, it promised the protection of church rights, protection for the barons from illegal imprisonment, access to swift justice, and limitations on feudal payments to the Crown, to be implemented through a council of 25 barons. Neither side stood behind their commitments, and the charter was annulled by Pope Innocent III, leading to the First Barons' War. After John's death, the regency government of his young son, Henry III, reissued the document in 1216, stripped of some of its more radical content, in an unsuccessful bid to build political support for their cause. At the end of the war in 1217, it formed part of the peace treaty agreed at Lambeth, where the document acquired the name Magna Carta, to distinguish it from the smaller Charter of the Forest which was issued at the same time. Short of funds, Henry reissued the charter again in 1225 in exchange for a grant of new taxes. His son, Edward I, repeated the exercise in 1297, this time confirming it as part of England's statute law.

Baron is a rank of nobility or title of honour, often hereditary. The female equivalent is baroness.

Feudal land tenure in England Forms of land tenure in the feudal system in Medieval England

Under the English feudal system several different forms of land tenure existed, each effectively a contract with differing rights and duties attached thereto. Such tenures could be either free-hold, signifying that they were hereditable or perpetual, or non-free where the tenancy terminated on the tenant's death or at an earlier specified period. The main varieties are as follows:

Baron Berkeley title in the Peerage of England

The title Baron Berkeley originated as a feudal title and was subsequently created twice in the Peerage of England by writ. It was first granted by writ to Thomas de Berkeley, 1st Baron Berkeley (1245–1321), 6th feudal Baron Berkeley, in 1295, but the title of that creation became extinct at the death of his great-great-grandson, the fifth Baron by writ, when no male heirs to the barony by writ remained, although the feudal barony continued. The next creation by writ was in 1421, for the last baron's nephew and heir James Berkeley. His son and successor William was created Viscount Berkeley in 1481, Earl of Nottingham in 1483, and Marquess of Berkeley in 1488. He had no surviving male issue, so the Marquessate and his other non-inherited titles became extinct on his death in 1491, whilst the barony passed de jure to his younger brother Maurice. However William had disinherited Maurice because he considered him to have brought shame on the noble House of Berkeley by marrying beneath his status to Isabel, daughter of Philip Mead of Wraxhall, an Alderman and Mayor of Bristol. Instead he bequeathed the castle, lands and lordships comprising the Barony of Berkeley to King Henry VII and his heirs male, failing which to descend to William's own rightful heirs. Thus on the death of King Edward VI in 1553, Henry VII's unmarried grandson, the Berkeley inheritance returned to the family. Therefore, Maurice and his descendants from 1492 to 1553 were de jure barons only, until the return of the title to the senior heir Henry, becoming de facto 7th Baron in 1553. Upon his death he was succeeded by his relative George Harding.

Tenant-in-chief Medieval term for an landholder who held his land directly from the king

In medieval and early modern Europe the term tenant-in-chief, denoted a person who held his lands under various forms of feudal land tenure directly from the king or territorial prince to whom he did homage, as opposed to holding them from another nobleman or senior member of the clergy. The tenure was one which denoted great honour, but also carried heavy responsibilities as the tenants-in-chief were originally responsible for providing knights and soldiers for the king's feudal army.

Seisin denotes the legal possession of a feudal fiefdom or fee, that is to say an estate in land. It was used in the form of "the son and heir of X has obtained seisin of his inheritance", and thus is effectively a term concerned with conveyancing in the feudal era. The person holding such estate is said to be "seized of it", a phrase which commonly appears in inquisitions post mortem. The monarch alone "owned" all the land of England by his allodial right and all his subjects were merely his tenants under various contracts of feudal tenure.

<i>Quia Emptores</i>

Quia Emptores is a statute passed in the reign of Edward I of England in 1290 that prevented tenants from alienating their lands to others by subinfeudation, instead requiring all tenants who wished to alienate their land to do so by substitution. The statute, along with its companion statute of Quo Warranto (1290), was intended to remedy land ownership disputes and consequent financial difficulties that had resulted from the decline of the traditional feudal system during the High Middle Ages.

Barons in Scotland Wikimedia list article

In Scotland, a Baron is the head of a "feudal" barony. This used to be attached to a particular piece of land on which was the "caput", or the essence of the barony, normally a building, such as a castle or manor house. Accordingly, the owner of the piece of land containing the "caput" was the Baron or Baroness. The Court of the Lord Lyon issued a new ruling April 2015 that recognises a person possessing the dignity of baron and other feudal titles (Lordship/Earl/Marquis). Lord Lyon now prefers the approach of recognizing the particular feudal noble dignity as expressed in the Crown Charter that the petitioner presents. These titles are recognised as the status of a minor baron but not a peer. Scottish feudal baronies may be passed to any person, of either sex, by inheritance or conveyance. Scotland has a distinct legal system within the United Kingdom. Historically, in the Kingdom of Scotland, the Lord Lyon King of Arms, as the Sovereign’s Minister in matters armorial, is at once Herald and Judge.

Knight-service was a form of feudal land tenure under which a knight held a fief or estate of land termed a knight's fee from an overlord conditional on him as tenant performing military service for his overlord.

A feudal baron is a vassal holding a heritable fief called a barony, comprising a specific portion of land, granted by an overlord in return for allegiance and service. Following the end of European feudalism, feudal baronies have largely been superseded by baronies held as a rank of nobility, without any attachment to a fief. However, in Scotland, the feudal dignity of baron remains in existence, and may be bought and sold independently of the land to which is was formerly attached.

Baronage

The baronage is the collectively inclusive term denoting all members of the feudal nobility, as observed by the constitutional authority Edward Coke. It was replaced eventually by the term peerage.

English feudal barony Medieval English noble title and type of land tenure

In the kingdom of England, a feudal barony or barony by tenure was the highest degree of feudal land tenure, namely per baroniam, under which the land-holder owed the service of being one of the king's barons. The duties owed by and the privileges granted to feudal barons cannot now be defined exactly, but they involved the duty of providing soldiers to the royal feudal army on demand by the king, and the privilege of attendance at the king's feudal court, the precursor of parliament.

Feudalism in England

Feudalism as practiced in the Kingdom of England was a state of human society which was formally structured and stratified on the basis of land tenure and the varieties thereof. Society was thus ordered around relationships derived from the holding of land, which landholdings are termed "fiefdoms, traders, fiefs, or fees".

An Inquisition post mortem is an English medieval record of the death, estate and heir of one of the king's tenants-in-chief, made for royal fiscal purposes. The process of making such inquisition was effected by the royal escheators in each county where the deceased held land. The earliest inq.p.m. was made in 1236, in the reign of King Henry III (1216–1272), and the practice ceased c.1640, at the start of the Civil War, and was finally abolished by the Tenures Abolition Act 1660, which ended the feudal system.

Feudal barony of Barnstaple

From AD 1066, the feudal barony of Barnstaple was a large feudal barony with its caput at the town of Barnstaple in north Devon, England. It was one of eight feudal baronies in Devonshire which existed in the Middle Ages. In 1236 it comprised 56 knight's fees or individual member manors. The feudal service owed for half the barony in 1274 was the provision to the royal army of two knights or four sergeants for forty days per annum, later commuted to scutage.

Feudal barony of Bampton

The feudal barony of Bampton was one of eight feudal baronies in Devonshire which existed during the mediaeval era, and had its caput at Bampton Castle within the manor of Bampton.

The feudal barony of Gloucester or Honour of Gloucester was one of the largest of the mediaeval English feudal baronies, in 1166 comprising 279 knight's fees, or manors. The constituent landholdings were spread over many counties. The location of the caput at Gloucester is not certain as Gloucester Castle appears to have been a royal castle, but it is known that the baronial court was held at Bristol in Gloucestershire.

The Feudal barony of Cardinham was one of the three feudal baronies in Cornwall which existed during the mediaeval era. Its caput was at Cardinham Castle, Cornwall.

Magna Carta of Chester, or Cheshire, was a charter of rights issued in 1215 in the style of the Magna Carta. The charter is primarily concerned with the relationship between the Earl of Chester and his barons, though the final clause states that the barons must allow similar concessions to their own tenants.

References

  1. Cassell's Latin Dictionary, revised by Marchant & Charles, 260th. thousand
  2. Sanders, 1960, op.cit. p.30, barony of Caxton, footnote 6
  3. Encyclopædia Britannica, 9th. ed., vol. 14, "Knighthood"
  4. Davis, G.R.C., Magna Carta, Published by the British Library Board, London, 4th. ed.,1982, p.24
  5. Sanders, 1960, preface, vi