Twice Adar – Understanding the Halachos of Adar Rishon and Adar Sheini

Rabbi Daniel Travis

Rising to the Occasion
“When Adar arrives we increase our level of happiness” ( Taanis 29a). All year long Jews strive to feel the tremendous sense of joy that should accompany our service of G-d. As we draw closer to Purim, we are instructed to raise our spirits to an even higher level.

What is the reason for this?

We can answer this with help from the famous dictum of the Rema, “There is no joy greater than that which we feel when we have eliminated doubts” (Responsa 5). Adar and Nissan are months during which Hashem performed extraordinary miracles for the Jewish people. Through studying and celebrating these events we can achieve clarity of faith and rid ourselves of any doubts regarding G-d’s eternal dominion over the world. When everything is so clear, we know that our Father in Heaven is watching over us every moment of the day, and we are free to experience a constant state of simcha .

Haman’s lots determined that we celebrate Purim in the month of Adar, the month in which Moshe Rabbeinu was born. What do we do in a leap year, when we have two months of Adar?

Although all opinions agree that Purim is celebrated in Adar Sheni, the overwhelming joy of this period makes its presence already felt in Adar Rishon, with the celebration of Purim Katan. However, numerous other issues arise concerning the halachic question of which Adar is which.

Shabbos Mevorchim
The following scenario raises a fascinating halachic conundrum: On the Shabbos before Adar Rishon begins, the chazzan stands before the congregation in synagogue, holding the Torah scroll. As he clears his throat to announce the new month, he wonders to himself, “Should I call the upcoming month Adar, or must I say Adar Rishon?”

This chazzan’s seemingly simple question is discussed extensively by the commentators . They agree that Adar Sheni is the “real” Adar and Adar Rishon is the additional month ( Ridvaz 1:150). Although this information has relevance concerning when to commemorate a yahrzeit (a memorial day for the departed), our Sages did not define words based on halachic parameters. Interestingly enough, the meaning of a word is mainly determined by its colloquial use, i.e. what people mean when they say it.

Most Rishonim agree that when people say or write the word “Adar” by itself, they are referring to the first Adar, Adar Rishon (Rosh, Ran, Nedarim 63a). This answers our chazzan’s question, and he can say that next week will be “Rosh Chodesh Adar.” However, it is always better to avoid ambiguity, and for the sake of clarity it is preferable if he explicitly announces, “Adar Rishon” ( Mishna Berura 427:3).

An Adar Deadline
All kinds of legal questions can arise when people are not specific about which Adar they mean. Here is an interesting story of one young man whose confusion became almost overwhelming:

David’s father passed away on the second day of Adar during a non-leap year. To honor his father’s memory, David made a vow that by Rosh Chodesh Adar of the following year he would reprint a book written by his great-grandfather.

David hired a printer and wrote in the contract that the books must be ready by Rosh Chodesh Adar.

Meanwhile, David became engaged and the wedding was scheduled for the third of Adar Rishon.

Three weeks before the wedding David contacted the printer and requested that the first few hundred copies be printed as a souvenir to be given out at his wedding. The printer told him that he had not been planning to complete the books until the middle of Adar Rishon, but he could do it for him for an extra thousand dollars.

That week David found among his father’s papers a document recording a $1,000 loan given to someone three years previously, also a leap year. The document was dated “the fourteenth of Adar,” but David clearly recalled that the loan had been given on Purim i.e., the fourteenth of Adar Sheni. The borrower had since died, but David hoped that with the signed document he would be able to collect the debt from the estate.

To add to his concerns, David wished to fast on his father’s yahrzeit , as was the custom in his family. Would this mean that he would have to fast on two consecutive days, the day of his father’s yahrzeit and the following day, the day of his wedding?

This story encompasses four halachic issues, each one discussed in a different section of the Shulchan Aruch .

The first question regards David’s vow to print the book by Rosh Chodesh Adar. Must they be ready by Rosh Chodesh Adar Rishon or Rosh Chodesh Adar Sheni?

The next question is by which date did the printer obligate himself to complete the printing?

Third, we must clarify whether the loan document is valid or not. If the loan is considered to have been predated to Adar Rishon, it would be invalid and David is not allowed to use it to collect from the property of the borrower.

Finally, we must determine whether the yahrzeit of David’s father should be observed in Adar Rishon or Adar Sheni.

The Shulchan Aruch and the Rema both rule that the word “Adar” used by itself refers to Adar Rishon. Therefore, since David vowed to print the books by Rosh Chodesh Adar, he must have them ready by Rosh Chodesh Adar Rishon ( Yoreh Deah 220:8).

Similarly, regarding the printer’s contract, since the word “Adar” without explanation means Adar Rishon, the printer is obligated to finish the job in time for David to fulfill his vow without any extra charge ( Choshen Mishpat 43:28).

Concerning the document David found, since the word Adar means Adar Rishon, while the loan was actually given in Adar Sheni, the date is incorrect, meaning that the document is predated and therefore invalid (cf. Rema, Even Ha’ezer 126:7).

In conclusion, when someone says or writes the word Adar, the Shulchan Aruch and Rema agree that it means Adar Rishon, even if he actually meant Adar Sheni.

However, other authorities differ, ruling that the word Adar refers to Adar Sheni (Bach, Shach, Yoreh Deah 220:8). Because of this and other factors that could affect the final ruling, a halachic authority should be consulted in every case.

The question of the yahrzeit depends on other factors. Let us study them in more detail.

Yahrzeits
The Shulchan Aruch writes that if a person passed away in Adar of a non-leap year, the yahrzeit should be observed in Adar Sheni during leap years ( Orach Chaim 568:7).

Regarding vows and financial contracts, the exact date usually depends on what people intend when speaking or writing. However, the date of a yahrzeit has more significance because it is a day of judgment for the deceased and his family, and can only be determined by the month which is considered halachically the “real” Adar. Since Adar Sheni is the real Adar, the Shulchan Aruch places all yahrzeits in that month.

The Rema, however, notes that even though Adar Sheni is the real Adar, we follow the principle of doing mitzvos at the first opportunity and yahrzeits should be marked in Adar Rishon ( Yoreh Deah 402:12). Yet the Rema himself cites authorities who say that since this issue is unclear, it is praiseworthy to observe the yahrzeit in Adar Sheni as well ( Orach Chaim 568:7).

The Mishna states that “the only difference between the first and the second Adar is that the megilla is read and matanos l’evyonim are given [in the second Adar]” ( Megilla 6b). In this vein, some rule that keeping the yahrzeit in both Adar Rishon and Adar Sheni is not just desirable – it is an obligation ( Magen Avraham , Gra, Mishna Berura ). As with the previous halachos , there are many different issues involved in determining which opinion to follow, so a Rabbi should be consulted.

Bar Mitzvas
While the question of when to observe a yahrzeit depends on which month is considered the real halachic Adar, regarding a bar mitzva in a leap year we calculate differently.

In order to consider a child as having reached manhood according to the Torah, it is not enough to identify the real Adar. This calculation requires us to be aware of when thirteen years have completed. Here, even the Rema agrees that a boy born in Adar during a non-leap year does not become bar mitzva until Adar Sheni of his thirteenth year, since the year cannot be considered complete until then (Rema , Orach Chaim 55:11).

Continuous Celebration
The Rambam writes that any celebration that is not accompanied by lifting the spirits of the downtrodden is mere self-gratification ( Hilchos Yom Tov 6,18). Therefore the commentators write that when preparing one’s seuda on Purim Katan , it is proper to give charity to orphans and widows ( Eshel Avraham 697,2). Similarly someone who experienced a personal miracle should distribute money among Torah scholars ( Mishna Berura 218,34). However, there is another secret for making sure that one has the correct intentions when celebrating miracles.

After discussing the opinions of whether one should make a seuda on Purim Katan, the Rema concludes his commentary on Orach Chaim , the section of the Shulchan Aruch which deals with daily life, with a quote from the Book of Proverbs: “Vetov lev mishteh tamid,” (One who has a good heart is always feasting). In doing so he repeats the word tamid that he mentioned at the beginning of the Shulchan Aruch where he quoted a Psalm: “Shivisi Hashem lenegdi tamid ,” (I place Hashem’s Presence in front of me always).

The Birkei Yosef notes that the use of the word “tamid” in both of these instances hints at a very deep concept.

The temidim , the offerings which were brought on a daily basis in the Temple , had to be offered in their specified order, i.e. the morning korban must always precede the afternoon one.

The use of the word tamid at the beginning and the end of Orach Chaim implies a connection between the two ideas. Only after a person senses Hashem’s Presence before him can he aim to achieve the second level of tamid of “One who has a good heart is always feasting.”