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http://www.brighthubeducation.com/learning-spanish/9061-using-ser-and-estar-in-the-past-tense/
Deciding Between "Ser" & "Estar" in the Past
written by: Eric W. Vogt • edited by: Rebecca Scudder • updated: 1/25/2012
It is often easier to most students of Spanish to decide correctly whether to use "ser" or "estar" when they are dealing
with the present tense than when they are dealing with the past -- because there also are two past tenses to muddle the
question: the preterite and the imperfect.
Ser or Estar? Preterite or Imperfect?
Deciding between ser and estar is a daunting task for most beginning students of Spanish. The problem
becomes compounded once they learn the preterite and the imperfect. Not only are both of these verbs
irregular in these two past tenses, they are irregular in the present as well. Therefore, the morphological
features of these verbs add even more fuel to the fire of confusion.
First, here is a very useful rule of thumb for deciding between them when they are not being used with
adjectives or as helping verbs:
The verb estar is used for health and location while ser is used for everything else. What is meant by
everything else? From a practical point of view, this rule stands on its own as a default setting. It is highly
reliable: If one needs a form of one of the two verbs to be in Spanish, he or she needs only to ask if the
situation is one of health or location. If it is about either of these, then the speaker only needs to conjugate
the verb so as to agree with the subject in person and number.
The forms of all tenses of these verbs are best dealt with by memorizing them -- and knowing which is
which. But the usage question still remains, and now, for any given person and number, when going from
English to Spanish, there are four possibilities. All of them translate into English as either was or were -- so
there are twenty-four ways to say was or were in Spanish! Clearly, the decision algorithm or tree has to
be pruned a lot.
My suggestion for cutting this problem down to size may be somewhat controversial, but I have spoken with
people from all over the Spanish-speaking world who have admitted, after some initial discomfort
(depending on where they are from), that my suggestion is feasible. Even those who have been least
convinced by my argument have conceded that it is a good rule for beginners -- another one of my "90%"
rules:
Don't use the preterite of estar! Why? Because although there are good reasons for using it, such as when
a time of day is mentioned in conjunction with where someone was or wasn't (the preterite must be used -it falls in the other 10%!), there are very few other situations in which the imperfect of estar could be used
with no distortion in meaning.
By eliminating the preterite of estar from possible solutions, the decision algorithm goes as follows:
1. Does the situation involve health or location in the past? If so, the imperfect of estar must be used and
the only remaining task is the person and number.
2. If the situation does not involve health or location in the past but the use of the be verb falls in the
"everything else" category, then there is one last question to ask: Is one summarizing or introducing an
idea? The preterite, remember, sees an action as over -- it has a summarizing quality. The imperfect has an
on-going quality, and is descriptive and open ended.
Example: Consider a question like ¿Quién fue Simón Bolívar? -- Imagine a child standing in front of a
parent and asking the question. The answer Fue un general pretty much closes the subject. It's time for
dinner and there is no time for elaboration -- book closed. On the other hand, Era un general suggests
strongly that the parent is about to take the time, open up the book, so to speak and begin to tell the child
more.