Common Sense: High Taxes Are Not a Prime Reason for Relocation, Studies Say


Pool photo by Mikhail Klimentyev


Gerard Depardieu with Vladimir Putin in January. Russia granted Mr. Depardieu a passport after his spat with France over taxes.







Last month, Vladimir V. Putin hugged his newly minted fellow Russian citizen, the actor Gerard Depardieu, posing for cameras at the Black Sea port of Sochi. “I adore your country,” Mr. Depardieu gushed — especially its 13 percent flat tax on personal income.




Sochi may not be St. Tropez, but it does have winter temperatures in the 60s and even palm trees. Mr. Putin’s deputy prime minister confidently predicted a “mass migration of wealthy Europeans to Russia.”


Here in the United States, the three-time Masters champion Phil Mickelson recently walked off the 18th hole at Humana Challenge and said he might move from California because the state increased its top income tax rate to 13.3 percent from 10.3 percent.


“Hey Phil,” Gov. Rick Perry of Texas wrote in a Twitter message, “Texas is home to liberty and low taxes ... we would love to have you as well!!” Tiger Woods later said that he had left California for Florida for just that reason years ago. Mr. Mickelson can “vote with his Gulfstream,” a Wall Street Journal editorial noted, and warned California to “expect a continued migration.”


It’s an article of faith among low-tax advocates that income tax increases aimed at the rich simply drive them away. As Stuart Varney put it on Fox News: “Look at what happened in Britain. They raised the top tax rate to 50 percent, and two-thirds of the millionaires disappeared in the next tax year. Same things are happening in France. People are leaving where the top tax rate is 75 percent. Same thing happened in Maryland a few years ago. New millionaire’s tax, the millionaires disappeared. You’ve got exactly the same thing in California.”


That, at least, is what low-tax advocates want us to think, and on its face, it seems to make sense. But it’s not the case. It turns out that a large majority of people move for far more compelling reasons, like jobs, the cost of housing, family ties or a warmer climate. At least three recent academic studies have demonstrated that the number of people who move for tax reasons is negligible, even among the wealthy.


Cristobal Young, an assistant professor of sociology at Stanford, studied the effects of recent tax increases in New Jersey and California.


“It’s very clear that, over all, modest changes in top tax rates do not affect millionaire migration,” he told me this week. “Neither tax increases nor tax cuts on the rich have affected their migration rates.”


The notion of tax flight “is almost entirely bogus — it’s a myth,” said Jon Shure, director of state fiscal studies at the Center on Budget and Policy Priorities, a nonprofit research group in Washington. “The anecdotal coverage makes it seem like people are leaving in droves because of high taxes. They’re not. There are a lot of low-tax states, and you don’t see millionaires flocking there.”


Despite the allure of low taxes, Mr. Depardieu hasn’t been seen in Russia since picking up his passport and seems to be hedging his bets by maintaining a residence in Belgium. Meanwhile, Russian billionaires are snapping up trophy properties in high-tax London, New York and Beverly Hills, Calif.


“I don’t hear about many billionaires moving to Moscow,” said Robert Tannenwald, a lecturer in economic policy at Brandeis University and former Federal Reserve economist. Along with Nicholas Johnson, he and Mr. Shure are co-authors of “Tax Flight Is a Myth,” a 2011 research paper.


Of course, some people do move for tax reasons, especially wealthy retirees, athletes and other celebrities without strong ties to high-tax locations, like jobs and families. In renouncing his French citizenship, Mr. Depardieu follows other French celebrities, the chef Alain Ducasse, the singer Johnny Hallyday and Yannick Noah, a former tennis star. Several Paris hedge fund managers have decamped to London and the fashion mogul Bernard Arnault applied for Belgian citizenship, though not, he has said, for tax reasons.


Stars like Mr. Depardieu and Mr. Mickelson certainly have incentives to move. Mr. Depardieu complained that he paid 85 percent of his income in taxes in France last year and has paid 145 million euros over 45 years. France has a top rate of 41 percent as well as a wealth tax, and the Socialist president, François Hollande, is trying to impose a temporary surcharge of 75 percent on incomes over 1 million euros. Mr. Mickelson earned more than $60 million last year, Sports Illustrated estimates, which means the three-percentage-point California tax increase could add up to an additional $1.8 million in tax.


This article has been revised to reflect the following correction:

Correction: February 15, 2013

An earlier version of this column misstated Mr. Depardieu’s citizenship. He has applied for residency in Belgium; he is not a citizen of that nation. The earlier version also misidentified the golf tournament at which the golfer Phil Mickelson said he might move from California to escape its taxes. It was the Humana Challenge, not Pebble Beach.



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Oscar Pistorius Appears at Court to Face Murder Charges




Track Star Charged in Killing:
Michael Sokolove, a writer who profiled Oscar Pistorius, discusses the dark turn for the South African runner.







JOHANNESBURG — Oscar Pistorius, the double amputee track star accused of fatally shooting his girlfriend, appeared in tears at a courtroom in the South African capital Pretoria on Friday facing a single charge of murder.










Antoine De Ras/INLSA, via Associated Press

Oscar Pistorius on Friday broke down in court in Pretoria, South Africa.






Associated Press

Oscar Pistorius, center, is led from a police station on Friday east of Pretoria, South Africa.






Lucky Nxumalo/Agence France-Presse — Getty Images

Pistorius was charged with murder in the shooting death of his girlfriend, Reeva Steenkamp.






Both the prosecution and the defense asked magistrate Desmond Nair for a postponement of the bail hearing and the case was adjourned until Tuesday.


As lawyers and court officials debated whether the hearing should be televised, Mr. Pistorius held his head in his hands and sobbed. Prosecutor Gerrie Nel said the prosecution would bring a charge of "premeditated murder" but Mr. Pistorius did not speak to enter a plea.


The accusation against the man nicknamed the Blade Runner stunned a nation that had seen him as a national hero who had overcome the acute challenge of being born without fibula bones; had both legs amputated below the knee as an infant; and yet became the first Paralympic sprinter to compete against able-bodied athletes at the Olympics in London last year.


Grim-faced and tired looking, Mr. Pistorius entered the court as news of events at his upmarket home in Pretoria eclipsed a State of the Nation address by President Jacob Zuma on Thursday evening and took up the front page headlines in many newspapers on Friday. “Golden Boy Loses Shine,” said one headline in The Sowetan.


The courtroom in Pretoria was packed and officials said no cameras would be allowed inside. Police officials have indicated that they will oppose an expected application for bail. Wearing a gray suit, Mr. Pistorius arrived for the hearing sitting in the back a police car, shielding his face.


Members of his family, also weeping, were in the courtroom when he appeared.


Early on Thursday morning, the police arrived at Mr. Pistorius’s house in a gated community in Pretoria to find his girlfriend, Reeva Steenkamp, 30, in a puddle of blood, dead from gunshot wounds. Before the day was out, Mr. Pistorius, 26, who ran on carbon-fiber blades that earned him his nickname, had been charged with murder.


Ms. Steenkamp was a model about to make her debut on a reality television show.


Early news reports said Mr. Pistorius, a gun enthusiast, had mistaken his girlfriend for an intruder. But police officers said that account came as a surprise to them. They also disclosed previous law enforcement complaints about domestic episodes at his home.


Mr. Pistorius won two gold medals and a silver at last September’s Paralympic Games in London. In the 2012 Olympics the month before, he reached the 400-meter semifinal and competed in the 4x400-meter relay.


In the Paralympics, Mr. Pistorius won individual gold, successfully defending his 400-meter title. He had lost his 100- and 200-meter titles, but was part of the gold medal-winning 4x100-meter relay team. He came in second in the 200-meter race.


Lydia Polgreen reported from Johannesburg, and Alan Cowell from London. Mukelwa Hlatshwayo contributed reporting from Pretoria.



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Report: Jerry Buss hospitalized with cancer


LOS ANGELES (AP) — Lakers owner Jerry Buss has been hospitalized with cancer, the Los Angeles Times reported Thursday.


The 79-year-old Buss has spent time in the intensive care unit at Cedars-Sinai Medical Center, according to the Times, which quoted Buss' son, Jim, Thursday saying his father was "doing fine." Several current and former Lakers players, including Kobe Bryant and Magic Johnson, have visited Buss.


Team spokesman John Black said the team has no plans to comment on Buss' health out of respect for the family's wishes. Buss spokesman Bob Steiner said information would have to come from the Lakers.


"Dr. Jerry Buss, thinking about u & wish I could be there, get well soon," former Lakers center Shaquille O'Neal tweeted Thursday. "I cant wait 2 see u on 4/2/13 (hash)LoveYou."


The Lakers will retire O'Neal's No. 34 jersey on April 2.


Buss has been hospitalized several times in recent years, including a stint last July for dehydration. He was treated for blood clots in his legs in December 2011.


A former aerospace engineer and real-estate developer, Buss has been a prominent name in American sports since he bought the Lakers, the NHL's Los Angeles Kings and the Forum from Jack Kent Cooke in 1979. Buss immediately transformed the Lakers into the NBA's most glamorous franchise, winning 10 NBA championships under his watch.


The Lakers won five titles in nine years during the 1980s, earning a reputation as basketball's most exciting team with their glamorous Showtime style led by Kareem Abdul-Jabbar and Johnson, who was Buss' first draft pick. O'Neal and Kobe Bryant then led the Lakers to a threepeat from 2000-02 under coach Phil Jackson before Bryant and Pau Gasol won two more titles in 2009 and 2010.


Buss' children moved into leadership roles with the Lakers in recent years. Jim Buss, the Lakers' executive vice president of player personnel and the second of Buss' six children, has taken a leading role in basketball decisions, while daughter Jeanie plays a major role in running the franchise's business side.


Yet Jerry Buss was deeply involved the Lakers' most recent major moves, including the acquisitions of Steve Nash and Dwight Howard last summer, along with the firing of coach Mike Brown and the hiring of Mike D'Antoni early this season.


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Well: Ask Well: Swimming to Ease Back Pain

Many people find that recreational swimming helps ease back pain, and there is research to back that up. But some strokes may be better than others.

An advantage to exercising in a pool is that the buoyancy of the water takes stress off the joints. At the same time, swimming and other aquatic exercises can strengthen back and core muscles.

That said, it does not mean that everyone with a case of back pain should jump in a pool, said Dr. Scott A. Rodeo, a team physician for U.S.A. Olympic Swimming at the last three Olympic Games. Back pain can have a number of potential causes, some that require more caution than others. So the first thing to do is to get a careful evaluation and diagnosis. A doctor might recommend working with a physical therapist and starting off with standing exercises in the pool that involve bands and balls to strengthen the core and lower back muscles.

If you are cleared to swim, and just starting for the first time, pay close attention to your technique. Work with a coach or trainer if necessary. It may also be a good idea to start with the breaststroke, because the butterfly and freestyle strokes involve more trunk rotation. The backstroke is another good option, said Dr. Rodeo, who is co-chief of the sports medicine and shoulder service at the Hospital for Special Surgery in New York.

“With all the other strokes, you have the potential for some spine hyperextension,” Dr. Rodeo said. “With the backstroke, being on your back, you don’t have as much hyperextension.”

Like any activity, begin gradually, swimming perhaps twice a week at first and then progressing slowly over four to six weeks, he said. In one study, Japanese researchers looked at 35 people with low back pain who were enrolled in an aquatic exercise program, which included swimming and walking in a pool. Almost all of the patients showed improvements after six months, but the researchers found that those who participated at least twice weekly showed more significant improvements than those who went only once a week. “The improvement in physical score was independent of the initial ability in swimming,” they wrote.

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Airbus Abandons Plan to Use Controversial Batteries







PARIS — Faced with what could be a prolonged investigation into what caused the batteries of two Boeing 787 Dreamliner jets to catch fire last month, Boeing’s European rival, Airbus, said Friday that it had abandoned plans to use the same battery technology on its forthcoming wide-body jet, the A350-XWB.




Airbus said that it began informing airline customers on Thursday that it would not move ahead with an original plan to use the lightweight lithium-ion batteries to power a number of the A350’s onboard systems, and would revert instead to a conventional battery, made of nickel-cadmium, that is already used extensively on existing Airbus models.


“Airbus considers this to be the most appropriate way forward in the interest of program execution and reliability,” said Marcella Muratore, an Airbus spokeswoman.


Airbus completed the assembly of its first test version of the A350 late last year and initial ground tests of that plane using the lithium-ion batteries had already begun at its factory in Toulouse, France. By switching gears now, the company said it hoped to be able to stick to its schedule of delivering the first aircraft in the second half of 2014.


Investigators with the National Transportation Safety Board in the United States have still not determined the root cause of two episodes involving smoke from batteries on the 787 occurred in January. The incidents prompted the U.S. Federal Aviation Administration to ground the jets on Jan 17.


In recent weeks Airbus executives had indicated their concern that the continued uncertainty about the cause of the 787 battery problems, as well as the nature of any fixes that might be ordered by the F.A.A. and its European counterpart, the European Aviation Safety Agency, might endanger the A350’s development schedule, leading to potentially significant compensation payments to airlines.


Airbus currently has 617 orders for the A350 from 35 airline customers.


Ms. Muratore, the Airbus spokeswoman, stressed that the company remained confident that the lithium-ion battery system that it had been developing with its French supplier, Saft, was “robust and safe,” and added that Airbus planned to use lithium-ion batteries on the A350s it will use for flight tests scheduled to begin this summer.


The decision to revert to nickel-cadmium batteries, she said, was made purely for commercial reasons.


“As a result of making this decision now, Airbus does not expect it to impact the entry into service schedule,” Ms. Muratore said.


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Woman Found Fatally Shot at Home of Pistorius


Emilio Morenatti/Associated Press


Oscar Pistorius, the South African Olympic and Paralympic track star, in September.







JOHANNESBURG — Paralympic champion Oscar Pistorius, who made sporting history by becoming the first double amputee sprinter to compete in the Olympics, was taken into police custody early on Thursday after he shot and killed a woman in his home in Pretoria, according to South African police officials.




Mr. Pistorius, 26, won two gold medals and a silver at last year’s Paralympic Games in London. In the 2012 Olympics, he reached the 400-meter semifinal and competed in the 4x400 meter relay. Known by the nickname Blade Runner, he races using carbon fiber prosthetic blades.


The Associated Press, citing the woman’s talent agent, said the victim was Reeva Steenkamp, a model.


Early Thursday morning, the police responded to a report of gunshots in the upscale housing complex where Mr. Pistorius lives, said Col. Katlego Mogale, a police spokeswoman. When they arrived, they found paramedics treating a 30-year-old woman for gunshot wounds. The woman was pronounced dead and a 26-year-old man was taken into custody, Colonel Mogale said. She declined to identify the man as Mr. Pistorius, but another police official confirmed that it was the runner.


Colonel Mogale said that the case is being investigated as a murder and that the suspect is expected to appear in court later Thursday. She would not comment on a possible motive for the shooting.


“A case of murder has been opened,” Colonel Mogale said. “Currently the investigators and the forensic people are on the scene.”


Reports from local media said that Mr. Pistorius told the police that the shooting was an accident and that he had mistaken the woman, who was said to be his girlfriend, for an intruder.


South Africa has one of the world’s highest rates of violent crime, and break-ins by armed robbers are relatively common. Legal handgun ownership is also common, with some restrictions.


Adele Kirsten of Gun-Free SA, an anti-gun violence organization, said that whatever the motive, the shooting was an avoidable tragedy.


“The idea that you have a gun to protect your family against intruders, the data doesn’t bear that out,” Ms. Kirsten said. “What it tells us is that having a gun in your home puts you and your family at risk of being shot.”


In the Paralympics last September, Mr. Pistorius won individual gold, when he successfully defended his Paralympic 400 meter title. He had lost his 100- and 200-meter titles, but was part of the gold medal-winning 4x100 meter relay team. He came second in the 200 meter race.


After that contest, Mr. Pistorius damaged his reputation among his followers by criticizing the winner, Alan Oliveira of Brazil, raising questions about the length of the winner’s blades. Mr. Pistorius later apologized and praised the gold medalist in the 100 meter race, Jonnie Peacock of Britain.


Mr. Pistorius, who was born without fibulas, had both legs amputated below the knee before his first birthday and he battled for many years to compete against able-bodied athletes. In 2008, he qualified for the Beijing Games but was ruled ineligible by track’s world governing body because his blades were deemed to give him a competitive advantage.


South African journalists said Mr. Pistorius lived in a walled complex near the South African capital, Pretoria. A reporter outside the compound on Thursday said it was protected by high walls and razor wire.


In a statement, the International Paralympic Committee said it would not comment “until the official police process has concluded” but it offered “its deepest sympathy and condolences to all families involved in this case.”


Sarit Tomlinson, Ms. Steenkamp’s publicist, told Sky News that the couple had a "healthy, fabulous relationship.”


On her Twitter account, Ms. Steenkamp sent a message on Wednesday alluding to Valentine’s day on Feb. 14 and saying: “What do you have up your sleeve for your love tomorrow???”


She also mentioned a South African reality TV show and described herself as “SA Model, Cover Girl, Tropika Island of Treasure Celeb Contestant, Law Graduate, Child of God.”


Mr. Pistorius’s father, Henke Pistorius, told the South African Broadcasting Corporation: “I don’t know nothing. It will be extremely obnoxious and rude to speculate. I don’t know the facts. If anyone makes a statement, it will be Oscar. He’s sad at the moment.”


Lydia Polgreen reported from Johannesburg, and Alan Cowell from Paris.



This article has been revised to reflect the following correction:

Correction: February 14, 2013

An earlier version of this article referred incorrectly in one reference to the sprinter at whose home a woman was fatally shot. He is Oscar Pistorius, not Pretorius.



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Pistorius charged with murder of girlfriend


PRETORIA, South Africa (AP) — Oscar Pistorius has been charged with the murder of his girlfriend after model Reeva Steenkamp was shot inside the Olympic athlete's home in South Africa.


Police said a 26-year-old male would appear in court later on Thursday. Police in South Africa do not name suspects in crimes until they have appeared in court but police spokesperson Brigadier Denise Beukes said that Pistorius was at his home after the death of Steenkamp and "there is no other suspect involved."


Beukes said the suspect was undergoing blood alcohol and forensic tests and had made a request to be brought to court immediately. Beukes said he would apply for bail, but the South African Police Service would oppose the application.


Beukes said there had been "previous incidents" at Pistorius' home.


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Use of Morning-After Pill Is Rising, Report Says


The use of morning-after pills by American women has more than doubled in recent years, driven largely by rising rates of use among women in their early 20s, according to new federal data released Thursday.


The finding is likely to add to the public debate over rules issued by the Obama administration under the new health care law that require most employers to provide free coverage of birth control, including morning-after pills, to female employees. Some religious institutions and some employers have objected to the requirement and filed lawsuits to block its enforcement.


Morning-after pills, which help prevent pregnancy after sex, were used by 11 percent of sexually active women from 2006 to 2010, the period of the study. That was up from just 4 percent in 2002. Nearly one in four women between the ages of 20 and 24 who had ever had sex have used the pill at some point, the data show.


Morning-after pills are particularly controversial among some conservative groups who contend they can cause abortions by interfering with the implantation of a fertilized egg that the groups regard as a person.


Medical experts say that portrayal is inaccurate, and that studies provide strong evidence that the most commonly used pills do not hinder implantation, but work by delaying or preventing ovulation so that an egg is never fertilized in the first place, or thicken cervical mucus so sperm have trouble moving.


This month, the Obama administration offered a proposal that could expand the number of groups that do not need to provide or pay for birth control coverage. But the proposal did not end the political fight over the issue, which legal experts say may end up in the Supreme Court.


The new data was released by the National Center for Health Statistics and based on interviews with more than 12,000 women from 2006 to 2010. Researchers asked sexually active women if they had ever used emergency contraception, “also known as Plan B, Preven or morning-after pills,” as well as about their use of other forms of birth control.


Over all, 99 percent of sexually active women ages 15 to 44 have used contraception at some point in their lives, or about 53 million women, up slightly from 2002. An earlier report found that 62 percent of all women of reproductive age were currently using some form of birth control.


The new report found that 98.6 percent of sexually active Catholic women had used contraception at some point, but the data did not show how many Catholic women currently use contraception.


Condom use has risen markedly. More than 93 percent of women said they had partners who had used condoms at some point, compared with 82 percent of women in 1995, a likely effect of strong public advocacy for condom use during the AIDS epidemic.


In contrast, women who had used intrauterine devices, or IUDs, at some point in their lives declined to about 8 percent from 10 percent in 1995. The use of birth control pills has remained steady since 1995 at 82 percent.


Eighty-nine percent of white women said they had used birth control pills at some point, compared with 67 percent of Hispanic women, 78 percent of black women and 57 percent of Asian women.


Education played a role in the type of contraception used. Forty percent of women without a high school diploma said they chose sterilization, while just 10 percent of women with a bachelor’s degree said they used that method. Those without a high school diploma were also far more likely to use three-month injectables, like Depo-Provera — 36 percent compared with 13 percent of women with a college degree.


About 12 percent of college graduates said they had used emergency contraception, while 7 percent of women with only a high school degree said they had used it.


Educated women were far more likely to have practiced periodic abstinence based on the menstrual cycle. About 28 percent of women with a master’s degree or higher had practiced this method, while just 13 percent of women without a high school diploma had, the report found.


White women, American-born Hispanic women and black women were most likely to practice withdrawal, with more than half of women in each group saying they have used that method. Just 44 percent of foreign-born Hispanics said they practiced withdrawal.


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Japanese Economy Contracts and Remains in Recession





TOKYO (AP) — Japan’s economy remained mired in recession late last year, shrinking 0.4 percent in annualized terms for the third straight quarter of contraction on feeble demand at home and overseas.


The government reported Thursday that growth for all of 2012 was 1.9 percent, after a 0.6 percent contraction in 2011 and a 4.7 percent increase in 2010 and a 5.5 percent contraction in 2009.


The figures were worse than expected, as many analysts had forecast the economy may have emerged from recession late last year as the Japanese yen weakened against other major currencies, giving a boost to Japanese export manufacturers.


Prime Minister Shinzo Abe, who took office in late December, is championing aggressive spending and monetary stimulus to help get growth back on track. He has lobbied the central bank to set an inflation target of 2 percent, aimed at breaking out of Japan’s long bout of deflation, or falling prices, that he says are inhibiting corporate investment and growth.


But the Bank of Japan was not expected to announce any major new initiatives from a policy meeting on Thursday. The current central bank governor, Masaaki Shirakawa, is due to leave office on March 19, and Mr. Abe is expected to appoint as his successor an expert who favors his more activist approach to monetary policy.


Last year began on an upbeat note with annual growth in the first quarter at 6 percent as strong government spending on reconstruction from the March 2011 tsunami disaster helped spur demand. But the economy contracted in the second quarter and deteriorated further as frictions with China over a territorial dispute hurt exports to one of Japan’s largest overseas markets.


Despite the dismal data for last year, many in Japan expect at least a temporary bump to growth from higher government spending on public works and other programs. An index measuring consumer confidence, released this week, jumped to its highest level since 2007, the biggest increase in a single month.


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Pope to Make First Public Appearance Since Decision to Resign





VATICAN CITY — As Christians embarked on the 40-day period of Lent preceding Easter, Pope Benedict XVI made his first public appearance on Wednesday since the stunning announcement of his resignation two days ago, holding a general audience at the Vatican before a mass at St. Peter’s described by officials as likely to be his final celebration of a major mass in the huge basilica before his retirement on Feb. 28.




Loud cheers greeted the pope as he entered the Vatican’s audience hall which has a capacity of around 8,000 people.


The day — Ash Wednesday at the beginning of one of the most important periods in the Christian religious calendar — offered the pope’s followers a chance to see and hear him before he withdraws into a far more sheltered life in a convent within the Vatican walls where an apartment has been prepared for him.


Still unclear, however, are some of the practical consequences of Benedict’s decision, Vatican officials acknowledged Tuesday, from how the former pope will be addressed, to what to do with the papal ring used to seal important documents, traditionally destroyed upon a pope’s death.


“There are a series of questions that remain to be seen, also on the part of the pope himself, even if it is a decision that he had made some time ago,” the Rev. Federico Lombardi, the Vatican spokesman, said at a news conference. “How he will live afterward, which will be very different from how he lives now, will require time and tranquillity and reflection and a moment of adaptation to a new situation.”


Thousands of Catholics gathered for a glimpse of Benedict, including Francesca Meggiorini, from Verona, who had brought her four children with her because, she said, “this is special. I wanted my kids to be present. The pope was a man whose simple words went straight to the heart. So it’s wonderful for my children to be here. I think this experience will remain in their memory.”


Kevin Murphy, on a pilgrimage from Saint Benedict School in Bury St. Edmunds in eastern England, called Benedict “a great moral and spiritual leader.” And Fabio Semeraro, a ballet dancer from Rome, said he came to see the pope after “because it’s an important event. You get attached to a pope, but then again, after there will be another.”


Even though the Code of Canon Law allows popes to resign, the occurrence was rare enough to have caught Vatican officials off guard, including on issues like the protocol and potentially awkward logistics of having a former pope and his successor share a backyard.


When he leaves the papacy at the end of the month, Benedict will retire to his summer home in Castel Gandolfo, in the hills outside Rome, before moving to the Mater Ecclesiae convent, a plain, four-story structure built 21 years ago to serve as an international place “for contemplative life within the walls of Vatican City,” as it is described on a Vatican Web site.


Workers began transforming the building into a residence in November, after the cloistered nuns who had occupied the convent left, Father Lombardi said. He did not tip his hand about whether the renovations were carried out with the pontiff as the future occupant in mind. “The pope knew this place, this building and thought it was appropriate for his needs,” he said.


The timing, however, raised suspicions that the pope had been planning the details of his retirement for some time. The editor of the Vatican newspaper, L’Osservatore Romano, wrote Monday that the pope had made his decision “many months ago,” after a demanding trip to Mexico and Cuba in March 2012, “and kept with a reserve that no one could violate.”


Father Lombardi said that the stress of that trip had further convinced the pope that he no longer had the stamina to do the job.


In fact, the pope had meditated on the possibility of resigning for years. In the 2010 book “Light of the World: The Pope, the Church and the Signs of the Times,” from a series of interviews conducted by Peter Seewald, a German journalist, Benedict said that if a pope “clearly realized that he is no longer physically, psychologically and spiritually capable of carrying out the duties of his office,” he would have “the right, and under some circumstances also an obligation, to resign.”


Rumors of his imminent resignation began to appear periodically in the Italian news media in recent years, as the pope appeared increasingly frail in public appearances.


A Vatican official, who asked not to be named because he was discussing papal business, said that the number of people who had known about the pope’s decision “a long time, could be counted on one hand.” But the pope had informed a small group of other collaborators “in recent days.”


When he retires to Vatican City, the pope will be able to move freely, Father Lombardi said, though it was “premature” to say how involved he will be in day-to-day activities — like saying Mass — at the Vatican.


He would not, however, intervene in the choice of his successor. “You can be sure that the cardinals will be autonomous in their decision and he will have no specific role in this election,” Father Lombardi said, adding that the pope was “a very discreet person.”


The conclave to choose the next pope will begin 15 to 20 days after the pope resigns, and a new leader of the Roman Catholic Church is expected to be in place by Easter, which falls on March 31 this year.


Father Lombardi said the pope would continue to perform his regular duties until the end of the month, and would keep all the appointments on his calendar. Some parts of his schedule will be modified to take into account the heightened public interest in the pope during his final days in office, Father Lombardi indicated.


For instance, the Ash Wednesday mass usually takes place in a church on the Aventine Hill. But this year it will be conducted in St. Peter’s to allow a greater number of the faithful to attend, Father Lombardi said.


His final audience, on Feb. 27, will be moved to St. Peter’s Square instead of the usual indoor venue used in winter, “to allow the faithful to say goodbye to the pope.”


Elisabetta Povoledo reported from Vatican City, and Alan Cowell from Paris.



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