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Bava Kama Chapter 5, Mishnah 1: The Safek of the Calf and Sumchus' Rule

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We are beginning the fifth chapter of Tractate Bava Kamma, Mishnah 1. The general topic of the chapter is damages caused by an ox, and afterward, the sixth chapter will deal with damages caused by fire. First, we have one Mishnah that summarizes the concepts. This is not a difficult Mishnah at all, but its wording can be confusing; therefore, we will first explain its content from the outside, and only then return to the text of the Mishnah itself.

Background: Half Damages and From Its Body:

When an innocuous animal (tam) causes damage, two separate laws go into effect: the payment of half damages, and the collection of the payment from its body (migufo). For example, as our Mishnah begins - "Shor shenagach es haparah" - an ox that gored a cow: let us assume that the ox is a tam and its value is one hundred, while the cow is worth one thousand, and after the goring its value is zero. The total damage caused to the victim, the owner of the cow, is one thousand; the obligation of payment is half damages, five hundred; but since the value of the ox is only one hundred, the damager only hands over the ox itself or its value, one hundred. This payment of one hundred is called "half damages".

We find that the term "half damages" does not literally mean half of a specific amount, nor does it mean fifty percent of any number. It is the result of two rules working together: the payment of half the damage, which is limited by the total value of the damaging animal.

The Doubt in the Mishnah:

The subject of the Mishnah is a doubt: what is the law when the exact value of the damaging or damaged animal is unknown? The case before us involves an ox and a cow where one of them damaged the other, while the cow was pregnant, and it is unknown whether the goring occurred before she gave birth or afterward. The question is therefore whether to include the calf (or the stillborn) in the calculation or not.

Sumchos's Rule - Money Placed in Doubt is Divided:

The guiding principle of the Mishnah - and there is no dissenting opinion in it - is the view of Sumchos: money placed in doubt, where it is unknown to which of the two parties it belongs, is divided and half is given to each party. This is not the accepted halachah, but it is the opinion presented in our Mishnah.

We Will Begin Specifically With the Difficult Case in the Seifa - A Cow That Gored an Ox:

When a cow gores an ox and it is unknown whether she had already given birth, the doubt relates to the limitation of migufo: does it include the value of the cow alone, or the value of both the cow and the offspring together. If she gored while pregnant and gave birth afterward, the offspring is considered to have added its mass and caused part of the damage as well, and the liability ceiling of migufo applies to the cow and the offspring. But if she gave birth beforehand, and the offspring was not involved in the goring at all, the limitation is restricted to the cow alone and the offspring is completely excluded.

In the doubt before us, the owner of the cow pays half damages from its body to the victim, the owner of the ox: up to the full value of the cow - with certainty; whereas regarding the offspring there is a question mark, perhaps he is obligated to hand it over and perhaps not. Therefore they divide the difference, and he pays half of what he would have had to pay. This payment, half of the half damages, the Mishnah calls a "quarter". And it should be emphasized: just as "half damages" is not necessarily fifty percent of a specific number, so too this "quarter" is not a quarter of a specific number in any of the equations.

The Reisha: "Shor shenagach es haparah" - an ox that gored the cow:

Witnesses saw an ox gore a cow, and it is not known whether she was still pregnant or if she had already given birth. When we come to the scene, we find a dead cow, and beside her a dead fetus. The witnesses know that the ox gored the cow, but they do not know if the cow miscarried a dead calf earlier, or if perhaps the ox caused the death of the calf as well. For the definite part - the cow - the owner of the ox pays half damages; however, regarding the calf, perhaps he is liable for half damages and perhaps he is completely exempt, and according to the rule of 'money in doubt is divided', they divide the difference and he pays a half of the half damages.

Let us illustrate this with numbers: an ox worth a thousand, a cow worth a hundred, and a calf worth ten.

  • Regarding the cow: The carcass is worth zero, and therefore half the damages is fifty.

  • Regarding the calf: If it were certain that the ox caused its death, he would pay half its value - five. Due to the doubt, he pays half of that - two and a half.

  • Total: Fifty as half damages for the cow, and two and a half as a 'quarter' for the calf.

And this is the language of the Mishnah in its first part:

  • "Shor shenagach et haparah" - Witnesses saw the goring.

  • "Venimtza ubarah betzidah" - Upon inspecting the scene, a dead fetus is found beside the dead cow.

  • "Ve'ein yadua im ad shelo negachah yaldah im mishenegachah yaldah" - It is not known whether the cow gave birth first and only afterward the ox gored her, or if he gored her first and in her death throes she gave birth to the dead calf.

  • "Meshalem chatzi nezek laparah veravia nezek lavlad" - For the cow he pays half of its depreciation in value, as his liability is definite; and for the calf he literally pays a quarter of the damages, meaning half of the half damages he would have been liable for had the matter been definite.

The latter clause: "Vechen parah shenagechah et hashor":

Here things go in the opposite direction. Let us assume again that the ox is worth a thousand, the cow a hundred, and the calf ten. We see from a distance the cow goring the ox, and the ox dies. When we arrive at the scene, it becomes clear "venimtza vladah betzidah" - the cow gave birth to a live calf, and before us is a dead ox on the one side, and a cow and her live calf on the other. "Ve'ein yadua im ad shelo negachah yaldah im mishenegachah yaldah" - It is not known when the calf was born, before the goring or after it.

The law is "meshalem chatzi nezek min haparah" - The ox was worth a thousand and now its value is zero, and half the damages is five hundred; but since the payment is 'migupo' (from its body), it is limited to the value of the cow, and the owner of the cow is permitted to hand over the cow itself. Its value, a hundred, transfers to the injured owner of the ox, and with this the matter concludes. This payment, even though it is only a hundred out of a thousand, is called half damages because of the law of payment 'migupo'.

And regarding the calf: If it were known for certain that the calf had not yet been born at the time of the goring, it too would enter the calculation and become subject to the 'migupo' payments, and the owner of the cow - who has not yet paid off the full five hundred - would hand over the cow and the calf with her, a hundred and ten, and this too would be called half damages due to the 'migupo' limitation. But we do not know if the calf is included in the limitation, as perhaps it was born earlier and has no connection to the goring. Therefore, this is money in doubt, and the owner of the calf pays half of what he would have paid had his liability been definite: perhaps he is liable to hand over the entire calf, ten, and perhaps he is not liable for anything, and therefore he gives half its value - five. It emerges that the damager, the owner of the cow and the calf, hands over the entire cow at a value of a hundred and half the calf at a value of five, a hundred and five in total.

And this is the language of the Mishnah: "Meshalem chatzi nezek min haparah veravia nezek min havlad" - Half damages are collected from the cow subject to the 'migupo' limitation, and a quarter of the damages, which is half of the half damages, is collected from the calf.

Two additional examples for illustration:

  1. First example: A cow worth a hundred, an ox worth a thousand, and a calf worth ten. The cow gored the ox while pregnant, and it is not known whether she gave birth before or after. At the scene of the incident, a dead ox is found whose value has dropped by a thousand, along with a live cow and a live calf. Let us assume that the cow fell off a cliff and is gone, and nothing remains but the calf. The damage is a thousand, half damages are five hundred, but the owner of the cow and calf says to the injured party: The cow is out of the picture, and as for the calf - perhaps I am liable for it and perhaps not, and therefore I will give you half of it, five. It emerges that even though the total damage is a thousand, the injured party receives only half a calf, five, which is the 'quarter' of our Mishnah - half of the half damages liability.

  2. Second example: An ox worth two hundred and two, a cow worth a hundred, and a calf worth ten. The cow gored the ox, and its value dropped to zero. The liability for half damages is a hundred and one. The owner of the cow hands over the entire cow, a hundred, but this is not the full half damages, since the injured party is owed a hundred and one. The remaining one must come from the calf, except that this is money in doubt - perhaps he is liable for it and perhaps not - and therefore they divide the difference and he pays half of that one. The total payment is a hundred and a half: the hundred is the payment for half damages, and the half is the division of the difference, half of the half damages, which is the 'quarter' in the Mishnah.

Halachah:

Although there is no dissenting opinion in this Mishnah, the halachah does not follow Sumchos, but rather the Sages, who hold that we do not say that money in doubt is divided. When the beis din does not know what to do, the rule is that one who seeks to extract from another bears the burden of proof, and the burden of proof rests on the one seeking to extract money - in the latter case, on the damaged party who lost his ox. Since the owner of the ox cannot prove that the offspring is subject to payment at all, since perhaps it was already born and perhaps it was not yet born, he collects half damages from the cow alone, and he does not collect anything from the offspring.