1.
Ulpianus, On All Tribunals, Book V.
Where
maintenance is bequeathed, it can be said that water is also included
in the legacy, if the bequest is made in the region where water is
ordinarily sold.
2.
Marcianus, Institutes, Book VIII.
Where
anyone bequeaths maintenance to slaves whom he has enfranchised, even
though the slaves themselves were bequeathed, and the legatees were
requested to manumit them, they will be admitted to the benefit of
the trust; as the Divine Severus and Antoninus stated in a Rescript.
(1)
And even if the property from which the maintenance is derived should
be forfeited to the Treasury, the maintenance must still be furnished,
just as if it had passed to any successor whomsoever.
3.
Ulpianus, On the Duties of Consul, Book II.
When
bequests for maintenance are made to freedmen judges are accustomed
to divide with the latter in proportion to the number of heirs, in
order that they may not be compelled to obtain their means of support
in small quantities from each of them; and this division should be
sustained, just as if the head of the household himself had divided
the freedmen. They have adopted the practice of selecting one heir,
by whom the means of support shall be provided, either in compliance
with the wishes of the deceased, or according to their own judgment,
as the following Rescripts show: "I send you a copy of the petition
presented to me by the freedmen of Favilla, for the reason that many
persons, in their wills, order necessaries to be furnished to their
freedmen, which, as they are of small amounts, are reduced to almost
nothing where there are several heirs to an estate. Hence, I think
that you will act properly, if, after having called together the heirs
of Favilla, or their representatives, you decide to which one of them
a sum of money shall be given, out of the interest of which the maintenance
of the said freedman may be paid for. He who receives this money must
furnish security to those who contribute it, that, in case any one
of said freedmen should die, or should, in any other way, cease to
be a citizen, he will refund as much of the principal as the computation
pro rata may amount to." The Divine Pius stated, as follows
in a Rescript addressed to a certain Rubrius Telesphorus: "The
Consuls, after having called together all those who have been charged
with furnishing you with maintenance under the terms of the trust,
shall determine whether all of the legatees shall receive what is
due them from one of the heirs, or whether the distribution shall
be made pro rata, and who shall be notified, and by whom this
shall be done. If anything should be due from the testator to you
on this ground, the Treasury also shall pursue the same course; and
know now that the shares of those who are insolvent will not cause
the burden of the remaining heirs to be increased."
4.
Modestinus, Opinions, Book X.
"I
desire the lands which I have in the island of Chios to be given
to my freedmen and freedwomen whom, during my lifetime, I have manumitted
by my will or my codicil, or whom I may manumit hereafter, in order
that they may obtain from them their food and clothing, as they did
while I was living." I ask what signification these words have;
do they mean that the freedmen shall themselves obtain their support
from the said lands, or that they shall receive from the heir their
food and clothing, in addition to what is obtained from the lands?
And was the ownership or the usufruct of the lands left? If the ownership
was left, and a sum greater than what is needed for the supply of
food and clothing should be obtained from the income of the lands,
will the excess belong to the heir of the patron ? And if some of
said freedmen should die, will their shares pass to the surviving
beneficiaries of the trust; and if they should die after the time
appointed for the trust to take effect, will their shares belong to
their heirs, or will they revert to the heirs of the testator? Modestinus
answered: "It seems to me that these lands, and not merely the
usufruct in the same, were left to the freedmen, in order that they
might have full control over them; and, therefore, if anything more
than is necessary for their support is obtained from the income of
said lands, this will belong to the freedman. Even if one of the beneficiaries
of the trust should die before it takes effect, his share will belong
to the other beneficiaries, and those who die after the trust becomes
operative will transmit their shares to their heirs."
(1)
Lucius Titius, by his will and without imposing any condition, ordered
food and clothing to be furnished to his freedmen and freedwomen by
his children who were his heirs. I ask if said freedman should institute
proceedings without communicating with the children of their patron,
whether they can obtain their food and clothing. Modestinus answered
that there was nothing in the case stated to prevent suit being brought
by them, where the legacy was unconditionally bequeathed by will.
5.
The Same, Opinions, Book XI.
The
following words were inserted in a will: "You will furnish food
to all our freedmen according to your judgment, as you are aware with
what affection I regard them." Also, in another place, the testator
said, "I commit Prothymus, Polychronius, and Hypatius, to your
care, in order that they may live with you, and I ask you to provide
them with food." I ask whether food should be given to all of
them, or only to those whom he recommended to his heirs, and ordered
to reside with them. Modestinus answered that, according to the case
stated, subsistence was left to all of the freedmen, the amount of
which was to be determined by the judgment of a good citizen.
6.
Javolenus, On Cassius, Book II.
Where
maintenance is bequeathed, food, clothing, and lodging are included,
because without these the body cannot be sustained; but things which
have reference to instruction are not embraced in the legacy,
7.
Paulus, Opinions, Book XIV.
Unless
it is proved that the testator intended otherwise.
8.
Papinianus, Opinions, Book VII.
It
has been decided that where the principal of a sum of money, intended
for the support of freedmen, has been left as a preferred legacy to
one of several heirs, in accordance with the will of the deceased,
he cannot be compelled to give security to deliver to his co-heirs
the shares of any of the freedmen who may die. Therefore, in this
instance, no action on the ground of money not due will lie, nor will
a praetorian action be granted, even after the death of all the freedmen.
The case is different, however, where the heir has been directed to
make a distribution of the legacy; for this matter only requires momentary
attention, but the necessity of furnishing support extends over months
and years, and is also a source of trouble to the party responsible
for it.
9.
The Same, Opinions, Book VIII.
A testator,
having appointed two heirs, inserted the following provision into
his will: "I request you, Gaius Seius, out of whatever you may
obtain from my estate, to give to such-and-such of my foster-children
ten aurei apiece, and I desire you to retain an equal sum in
your hands, in order to support them with the interest thereof; and
to pay the remainder to Numerius, our common freedman." The opinion
rendered was that, although Gaius Seius could not sell the property
of the estate, because another heir had been appointed, still, he
had a right to claim the money which has been left to the foster-children
in order that he might keep it and pay it to them, subject to the
provisions of the Falcidian Law; but this will not apply to any excess
of the sum bequeathed.
(1)
I have thought that where a patroness left to a certain freedman twenty
aurei, payable annually, and a certain quantity of wheat and
wine to be delivered every month, the benefit of a trust under which
she bequeathed the same amount of food and clothing to others that
she had been in the habit of furnishing them during her lifetime,
could be legally claimed.
10.
The Same, Opinions, Book IX.
Where
one of several heirs was directed to take a certain sum of money as
a preferred legacy, to be used for the purpose of supporting the freedmen
of the testator, it was decided that the heir of the heir should also
be permitted to receive the said preferred legacy. If, however, the
said heir should himself have several heirs, the wishes of the deceased
will, at first sight, appear to have been disregarded, but no other
course should be adopted. For what if the testator did not desire
to charge the other heirs, and having in his mind the welfare of his
freedmen, and desiring to have the distribution made quietly and honorably
by a party who was solvent, preferred to have this done by a single
member of the household? Therefore, the maintenance should be furnished
by all the heirs of the heir aforesaid.
(1)
Where a slave is manumitted unconditionally by the terms of a trust,
support must be furnished for the past time, even though he may have
obtained his freedom after the others, and the heir was not in default
in granting it; for the cause of the delay must be ascertained where
a question arises with reference to interest due under a trust, but
not where the trust itself is concerned.
(2)
Where maintenance was left to a daughter, the amount of which is to
be determined in accordance with the judgment of a reliable citizen,
I gave it as my opinion that the bequest with which the son, who was
the heir, was charged should correspond with the dowry payable at
the time of her marriage, which the father had left to his said daughter
whom he had disinherited, according to her increase in age, and not
in proportion to the value of his estate.
11.
Paulus, Questions, Book X.
A certain
individual to whom support had been bequeathed, payable annually,
having been condemned to the mines, was afterwards restored to his
rights by the favor of the Emperor. I held that he had lawfully received
the support for the preceding years, and that he was entitled to it
for those which followed.
12.
The Same, Opinions, Book XIV.
Lucius
Titius left food and clothing for the support of his freedmen, devoting
a certain sum of money annually to that purpose, and made the following
provision in the last part of his will: "I leave such-and-such
and such-and-such tracts of land in trust for the benefit of my said
freedmen, in order that they may receive the maintenance above mentioned
from the income of the same." The question arose, if at any time
the income from said lands should be less than what was required to
provide food and clothing for the freedmen, whether the heirs should
not be burdened with making up the deficiency; or if, in any year,
there should be an excess, would they be entitled to this to supply
what they had lost during the former year? Paulus answered that the
food and clothing must be furnished entirely to the freedmen of the
deceased, and that the testator did not intend to have the legacy
which he bequeathed to them either increased or diminished because
he afterwards desired the said lands to be held by way of pledge,
so that the freedmen might receive their support from the income of
the same.
13.
Scaevola, Opinions, Book IV.
A man
bequeathed three hundred aurei to Gaius Seius, in order that
out of the interest of the said sum he might provide his freedmen
with food and clothing, as he had specified; but afterwards, by a
codicil, he forbade the said sum to be given to Gaius Seius, but desired
it to be paid to Publius Maevius. I ask whether Maevius was required
to execute the trust for the benefit of the freedmen. I answered that
Maevius, according to the intention of the testator, appeared to be
charged with the duties for which the said sum of money was left,
which were transferred to him by the codicil; unless he could prove
that some other obligations had been imposed upon him by the testator
which are not at present under discussion.
(1)
The Emperor Antoninus Pius to the freedman of Sextia Basilia, Greeting:
"Although the terms of the will indicate that you shall be furnished
with food and clothing as long as you reside with Claudius Justus,
still, I think that the intention of the deceased was that this should
be given to you after the death of Justus." The opinion was rendered
that this clause must be understood to mean that the requirement to
provide support shall be perpetual.
(2)
I, myself, was consulted with reference to the following clause in
a will: "And I wish that they shall always remain with you."
I ask, where freedmen have been manumitted by the heir, and remained
with him for a long time, but finally departed because the services
he required of them were too severe; whether they would be entitled
to the support with which he refused to furnish them, unless he had
the benefit of their services. The answer is that, according to the
facts stated, he would be obliged to furnish them support.
14.
Ulpianus, Trusts, Book II.
Mela
says that where maintenance is bequeathed to a boy or a girl, it must
be furnished till he or she reaches the age of puberty. This, however,
is not correct, for they should only be provided with it as long as
the testator wished, and if his intention was not evident, they must
be supported for life.
(1)
But if maintenance is bequeathed until the age of puberty, and anyone
desires to follow the former custom with reference to boys and girls,
he is hereby informed that Hadrian decided that boys shall be supported
until their eighteenth year, and girls until their fourteenth. Our
Emperor stated in a Rescript that this rule promulgated by Hadrian
must be observed. But although the age of puberty is not ordinarily
fixed in this way, still, it is not illegal for it to be so established
in the individual instance of the matter of support, where natural
affection is involved.
(2)
Where a testator bequeaths maintenance to the same extent that he
furnished it during his lifetime, only such provision must be made
as he was accustomed to make at the time of his death. Therefore,
if different amounts were furnished at different times, that amount
must be considered which was furnished just prior to the death of
the testator. But what would be the case if the testator provided
less at the time that he made his will, and more at the time of his
death, or vice versa? In this case it must be held that the
amount must be governed by what he provided last.
(3)
A certain man bequeathed to his freedmen food and water by a trust.
Advice was taken with reference to the trust, as the question was
raised in that part of Africa or Egypt where water was sold. Therefore,
I stated that the benefit to be derived from the trust depended upon
whether the party who left it had cisterns or not, and whether it
was included in the trust in order to provide for any amount which
the beneficiary might have to pay for water for himself, and whether
the trust did not appear to be void, as it was not the bequest of
a servitude upon a tract of land for the benefit of a person who was
not the possessor of one that adjoined it; for while the drawing of
water, and the right of driving cattle to water, is a personal servitude,
still, it is void if left to one who is not the owner of neighboring
property. Under the same head are classed the right of conveying burdens,
or of pressing grapes, or of threshing wheat and other grain on the
premises of someone else; but in this instance, the right to obtain
water is bequeathed for the benefit of the person himself.
15.
Scaevola, Digest, Book XVII.
A testator,
having appointed his son his heir, by a codicil charged him with the
payment of ten aurei to Seia, and provided for a foster-child
as follows: "I desire forty aurei to be given to my foster-child,
Maevius, which sum I ask Seia to take charge of, and to pay to Maevius
the interest on the same at the rate of five per cent per annum, until
he reaches the age of twenty years; and I also ask her to take charge
of him, and rear him." The question arose, if Seia, after having
received her legacy, should refuse or neglect to take charge of the
money left for the benefit of the foster-child, whether she would
be compelled to assume the obligation of furnishing support for him
from the time of the death of the testator. The answer was that, according
to the facts stated, she would be compelled to provide support, as
she had been charged with the execution of the trust. It was also
asked whether the heir of Seia would be required to furnish Maevius
support until he reached his twentieth year? The answer was that he
would be required to do so.
(1)
A testator bequeathed to his concubine eight slaves belonging to his
country seat, and directed her to provide them with food as follows:
"I wish the said slaves whom I have bequeathed, as above stated,
to be furnished with food by my heirs, just as they were during my
lifetime." As the slaves during the life of the testator were
always employed in farm labor during harvest, and when the grain was
threshed, and, with the exception of the steward in charge of the
land at that time, never received any food provided by their master;
the question arose whether the heir would be obliged to furnish the
concubine, at that time also, that is to say during the season of
harvest and threshing, with provisions for the said slaves belonging
to the farm. The answer was that this must be left to the court having
jurisdiction of the case. Claudius: This is reasonable, for if the
slaves were to be employed in the same way by a concubine, as they
had been by the testator, it would not be necessary for food to be
furnished them during the time in question. If, however, they had
been bequeathed for service in the city, food must be furnished them.
(2)
Titia, at the time of her death, provided as follows in her will:
"I wish the food and clothing which I have been accustomed to
furnish them during my lifetime to be given to all my freedmen and
freed-women." As during her lifetime she only furnished food
and clothing to three of them, which was shown by her accounts, the
question arose whether her heir could be sued by the remaining freedmen,
or whether he would only be liable to the three who were found by
the accounts of the testatrix to have previously received food and
clothing. The answer was that he would be liable to all.
16.
The Same, Digest, Book XVIII.
A certain
testator bequeathed food and clothing to his freedmen. The question
arose, as the testator had ordered the trust to be discharged by Moderatus,
one of his heirs, whom he mentioned by name, whether Moderatus alone
would be responsible so that his heirs would not be liable after his
death. The answer was that his heirs would be liable.
(1)
A testatrix left to her freedmen and freedwomen, whom she also manumitted
by her will and codicil, suitable maintenance such as she had furnished
during her lifetime, and she also directed certain lands to be given
to all of them. The question arose whether the freedman of a freedman
of the father of the testatrix, whom she was accustomed to address
as follows: "To our freedman, the son of Rufinus," should
be admitted to share in the legacy. A letter was also sent by her
to the magistrates of her native city, in which she requested that
a salary be paid to him out of the public funds, for the reason that
he was a physician, and stated that he was her freedman. The answer
was that this point should be decided by the court having jurisdiction
of the matter; and that the freedman could be admitted to share in
the benefit of the trust, if the testatrix, during her lifetime, had
provided him with support; otherwise he could not.
(2)
A testator bequeathed ten aurei to his freedwoman, Basilica,
which he wished to remain in the hands of his freedmen Epictetus and
Callistus, to be paid to Basilica with interest at the rate of five
per cent, until she reached the age of twenty-five years, so that
she might be supported by the interest of the money according to her
age. The question arose whether Basilica was entitled to support under
another clause of the same will, by which the testator, in general
terms, left food, clothing, and lodging to his freedmen and freedwomen.
The answer was that, according to the facts stated, she would not
be entitled to it, unless it could be proved that it was given to
her along with the others. Claudius: Because the testator intended
the interest of a sum of money, which he has especially bequeathed
to her, as a preferred legacy, to be employed for her support.
(3)
A certain individual, who had held all his property in partnership
with his wife for more than forty years, left her and a grandson by
a son of his, heirs to equal shares of his estate, and provided as
follows: "I also bequeath to my freedmen, whom I have manumitted
during my lifetime, what I have been accustomed to furnish them."
The question arose whether those slaves who had been manumitted by
both of the parties while the partnership existed, and had become
the freedmen of their joint-owners, could, under the terms of the
trust, claim the entire amount which they had been accustomed to receive
during the lifetime of the husband. The answer was that they were
not entitled to any more than what the husband was accustomed to furnish
as his share.
17.
The Same, Digest, Book XIX.
A testator
left certain slaves for the guardianship of a temple, and charged
his heir with a legacy for their benefit as follows: "I ask,
and I charge you in memory of me, to give and furnish to my footmen
whom I have left to take care of the temple, such-and-such a quantity
of food, every month, and such-and-such an amount of clothing every
year." As the temple had not yet been erected, the question arose
whether the slaves were entitled to receive their legacy from the
day of the death of the testator, or from the time when the temple
was completed. The answer was that it would be the duty of the judge
to compel the heir to furnish the slaves with what was left to them
until the temple should be built.
18.
The Same, Digest, Book XX.
A man
bequeathed to his freedmen, whom he had manumitted by his will, ten
aurei, payable monthly, for their support; and afterwards,
in general terms, bequeathed by a codicil seven aurei to all
his freedmen, payable monthly for food, and ten aurei, payable
annually, for the purpose of providing them with clothing. The question
arose whether the heirs were charged with one trust under the terms
of the will, and with another under the codicil, for the benefit of
the freedmen. The answer was that, in the case stated, there was reason
why the heir should not furnish what was left by the codicil, for
by the bequests contained in the latter, the testator seems to have
revoked those relating to food which he had bequeathed by his will.
(1)
A testator having manumitted his slaves by his will, left them, in
trust, food for their annual maintenance, if they should reside with
his mother. The mother survived her son three years, but did not furnish
the freedmen either food or clothing, because they did not demand
the execution of the trust; and the daughter, who subsequently became
her mother's heir, during the fourteen years which she lived, was
not applied to for payment of the legacy by the slaves. The question
arose whether, after the death of the daughter, the freedmen could
demand from the last heir, for the past, as well as for the future
time, the legacies which had been left to provide them with food and
clothing. The answer was that, if the condition had been complied
with, there was nothing in the case stated to prevent them from presenting
the claim.
(2)
A testator wished Stichus to be manumitted by his heirs, and directed
food and clothing to be furnished him by Seius, if he should reside
with him, and then he added the following words: "I also ask
you, Seius, when you reach the age of twenty-five years, to purchase
a commission in the army for him, if he should not leave you before
that time." As Stichus obtained his freedom immediately, and
Seius died before he reached the age of twenty-five years, the question
arose whether the commission in the army should be purchased for Stichus
by those who acquired the estate of Seius; and if it was decided that
this should be done, whether it should be purchased without delay,
or at the time when Seius would have completed his twenty-fifth year,
if he had survived. The answer was that, as was decided that the commission
should be purchased, it was not necessary for this to be done before
the time fixed by the testator had expired.
(3)
Where his posthumous children, together with the father and mother
of a testator, were appointed his heirs, and then he, having made
a substitution, manumitted the slaves who were his stewards, and bequeathed
them their peculium, as well as an annual sum for their subsistence,
and also left legacies to certain of his freedmen, and to strangers;
and finally, a daughter having been born to him, after his will had
been executed, he inserted the following provision in a codicil: "I
wish that any property which, previous to this time, I have bequeathed
to anyone to be given to them; and I ask them to deliver the third
part of the same to my daughter Petina." A pupillary substitution
having been made, he desired the freedmen who had not reached puberty
and whom the testator had charged his parents to liberate, to receive,
in addition to the bequest of food and clothing, as much again as
he had left them in money. As his daughter survived the opening of
the will and the codicil, but afterwards died, and transmitted to
her heirs the trust by which she was charged to deliver the third
part of the legacy, the question arose whether the third part of the
food and clothing could also be claimed under the terms of the trust.
The answer was that it could not. It was likewise asked whether the
third part of the property bequeathed in trust by the codicil would
belong to the daughter. The answer was that it would not. Inquiry
was also made whether the provision included in the substitution by
which the freedmen who had not yet reached puberty would be entitled
to as much again as they had been left in money, and the third part
of the legacies bequeathed by will having been deducted, the calculation
should be made so that two-thirds of the amount, in addition to what
was left by the codicil, would be payable; the third part of which
legacies the testator desired should belong to his daughter. The answer
was that the entire amount mentioned in the substitution should be
paid.
(4)
A certain testator left food and clothing in trust to his freedmen,
and added: "I desire that they, my freedmen, shall reside where
my body is buried, so that every year they may celebrate the anniversary
of my death, at my tomb, in the absence of my daughters." The
question arose whether support should be furnished to one of the freedmen
who, after the death of the testator, did not present himself to the
heirs, and refused to reside near the tomb. The answer was that it
should not be furnished him.
19.
The Same, Digest, Book XXII.
The
following provision was inserted into a will, "I desire that
food, and whatever else I was accustomed to give my freedmen, shall
be furnished them by my heirs." One of the said freedmen, with
the consent of his patron, was absent for four years before the death
of the testator, for the purpose of transacting his private business,
and on this account he did not, at the time of the testator's death,
receive the food which he formerly had received. Nevertheless, the
patron left him a legacy of five aurei by the same will, just
as he did to the others, whom he had manumitted during his lifetime.
The question arose whether this freedman was also entitled to the
food and other articles which were bequeathed to the remaining freedmen.
The answer was, why not?
20.
The Same, Opinions, Book III.
"Let
Stichus, the grandson of my nurse, be free, and I also wish ten aurei
to be paid to him every year." Then the testator, having
set aside certain credits for his benefit, bequeathed to the said
Stichus his wife and children, and to the latter what he had furnished
them during his lifetime; and afterwards, under another head, he directed
to be given to all of his freedmen what he, while living, had been
accustomed to furnish them. I ask whether Stichus will, in addition
to his legacy, be entitled to maintenance. The answer was that, according
to the facts stated, he will not.
(1)
The same testator having charged the municipality of a city to provide
support for his freedmen of both sexes, to be paid out of certain
lands which he devised to it; I ask whether the daily allowance and
the clothing which the testator had, while living, given to Stichus
and his wife and children, should be given to them by the appointed
heir, or by the municipality. The answer is that, in accordance with
the most liberal interpretation of the will, it must be said that
they should be furnished by the city.
(2)
Titia bequeathed the usufruct of a tract of land to Maevius, and charged
him to pay Pamphila and Stichus a hundred sesterces annually,
out of the income of said land, as long as they lived; I ask whether,
after the death of Maevius, the heir of Titia will be required to
provide support. The answer is that there was nothing in the case
stated which would require it to be furnished by the heir of Titia,
or by the heir of the legatee either; unless it was clearly proved
that the testator intended it to be furnished after the extinction
of the usufruct, provided that the amount obtained from the usufruct
should be sufficient.
(3)
A mother, having appointed her son her heir, granted freedom to her
slave Pamphilus, under a trust, and bequeathed him five aurei for
the purpose of providing him with food, and fifty aurei, payable
annually, for his clothing, on condition that he lived with her son.
I ask whether the support must be furnished after the death of the
son. The answer is that if the condition was complied with, it must
be furnished after his death.
21.
Ulpianus, Trusts, Book II.
Where
a daily allowance or food is bequeathed, it is clear that neither
lodging, clothing, nor shoes, are to be furnished, as the testator
only had the provision of food in his mind.
22.
Valens, Trusts, Book I.
Where
maintenance is left by the terms of a trust, and the amount is not
stated, what the deceased was accustomed to furnish the legatee must
be learned before anything else is done, and then what he left to
others of the same rank must be ascertained. If neither of these things
can be found out, the amount must then be determined according to
the means of the deceased, and the affection which he entertained
toward the party for whose benefit the trust was created.
(1)
A testator, who was already under obligations to provide support for
the freedmen of his brother, bequeathed to them certain vineyards
by his will, with the following addition: "That they may have
them in order to provide themselves with food." If he left them
these vineyards instead of the support which he was obliged to provide,
they should not be transferred under the terms of the trust, unless
the heirs are freed from the obligations imposed by the will; for
if this should fail to be done, and he should afterwards bring suit
under the will, the heir could protect himself by an exception on
the ground of fraud; that is to say, if the vineyards were not worth
less than the amount furnished for support. The addition, "That
they may have them in order to provide themselves with food,"
rather shows the reason for making the bequest, than an intention
to establish an usufruct.
23.
Paulus, On Neratius, Book IV.
If
you are asked to educate someone, you can be compelled to furnish
him with the necessaries of life. Paulus: Why is the scope of a legacy
providing for support more extensive where it is stated that clothing
and lodging are included? This is not the case, for both are equal.
Tit. 2.
Concerning legacies of gold, silver, ornaments, jewels, perfumes,
clothing, tapestry and statues.
1. Pomponius, On Sabinus, Book VI.
Where
clothing in general is left to one person, and women's garments separately
to another, the women's garments will be removed and given to the
party to whom they were specially bequeathed, and the remainder will
belong to the other. The same rule applies with reference to silver
articles included in ornaments, where ornaments suitable for women
are bequeathed to one person, and all silver articles are bequeathed
to another. Likewise, where two marble statues are left to you, and
afterwards all the marble belonging to the testator is left to another
legatee, no marble statue, excepting those two, is left to you. The
same rule applies where the urban slaves of a testator are bequeathed
to you, and the steward of the testator is bequeathed to me.
(1)
Where an heir is directed to deliver a certain weight of silver to
someone, he is discharged from liability by operation of law if he
pays him money, provided that the money is of the same value as the
silver; which opinion is correct, if a certain kind of silver was
not bequeathed.
2.
Africanus, Questions, Book II.
Where
anyone directed you to purchase certain ornaments for the use of his
wife, and he then, as is customary, left his wife everything which
he had provided for her use; and you, after the death of the testator
and while you were not aware that he was dead, make the purchase,
the woman will not be entitled to the ornaments, since the words employed
have reference to the time of the testator's death. If, however, you
should make the purchase during the lifetime of the testator, but
after the death of his wife, it may not improperly be held that the
legacy will be void, since it cannot truly be maintained that the
ornaments were provided for the use of one who is already dead. The
same must be said in the case of a woman who is still living, but
has been divorced, when the question is asked whether she is entitled
to what has been purchased after her divorce, as it does not appear
to have been provided for her use as a wife.
3.
Celsus, Digest, Book XIX.
A certain
man left his wife everything which he had provided for her use, and
obtained a divorce from her before his death. Proculus says that she
will not be entitled to the property, because it appears that it was
taken from her. This, however, is a question of fact, for even though
he may have repudiated her, he could not have intended to deprive
her of the legacy.
4.
Paulus, On the Edict, Book LIV.
A
certain individual sent his freedmen into Asia for the purpose
of buying purple, and by his will bequeathed his purple wool to his
wife. Servius gave it as his opinion that the goods which the freedman
had purchased during the lifetime of the testator belonged to her.
5.
Africanus, Questions, Book II.
The
following is contained in the Second Book of Questions by Phuphidius:
"If a woman should direct you to purchase pearls for her use,
and you should do so after her death, but while you thought that she
was still living," Atilicinus denies that the pearls were left
to a person to whom the woman made the following bequest: "I
bequeath all the jewels which have been or shall be obtained for my
use," for they cannot be considered to have been obtained for
her use as she was already dead at the time when the purchase was
made.
6.
Marcellus, Opinions.
Seia
charged her heir, Publius Maevius, with a bequest as follows: "I
give and bequeath to Antonia Tertylla such-and-such a weight of gold,
and my large pearls set with hyacinths." She afterwards disposed
of the pearls, and at the time of her death did not leave any among
her jewels. I ask whether the heir will, under the terms of the trust,
be compelled to furnish the value of property which does not form
part of the estate. Marcellus answers that he will not be required
to do so.
(1)
I also ask, if it can be proved that Seia converted her necklace of
pearls and hyacinths into some other kind of ornament, which afterwards
became more valuable through the addition of other jewels and small
pearls, whether the legatee can demand the said pearls and hyacinths;
and whether the heir will be compelled to remove them from the other
jewelry and deliver them. Marcellus answers that the demand cannot
be made. For how can a legacy or a trust be held to exist when what
is given by a will does not retain its original character? For the
bequest is, as it were, extinguished, so that in the meantime it is
lost sight of, and hence by this dismemberment and change the intention
of the testatrix also appears to have been altered.
(2)
Lucius Titius made the following provision in his will, "I charge
my heir to erect a public portico in my native town, in which I desire
my silver and marble statues to be placed." I ask whether the
legacy is valid. Marcellus answers that it is, and that the bequest
of the labor, and of the other things which the testator desired to
be placed there, will belong to the municipality, for he understood
that the city would receive some adornment therefrom.
7.
Paulus, On Plautius, Book VIII.
When
a bequest is made as follows, "Let my heir be charged to give
my clothing and silver plate," whatever belonged to the testator
when he executed his will will be considered to have been bequeathed;
for the reason that the present time is always understood to have
been meant, where something else is not included; for when he says,
"My clothing and silver plate," by the pronoun "my"
he indicates the present and not the future. The same rule will apply
where anyone makes a bequest of "My slaves."
8.
The Same, On Plautius, Book IX.
Plautius:
A woman made a bequest as follows: "I charge my heir, whoever
he may be, to give my clothes, my toilet articles, and my feminine
ornaments to Titia." Cassius says, if it cannot be ascertained
what the intention of the testatrix was, that all her clothing will
be considered to have been bequeathed, according to the terms of the
will. Paulus: Javolenus says the same thing, because, as he remarks,
it is probable that the testratrix intended to limit her bequest to
jewels, to which she gave the designation "feminine ornaments."
It may be said, in addition, that the term "feminine" is
not, in accordance with the proper manner of speaking, applicable
to either clothing or toilet articles.
9.
Modestinus, Rules, Book IX.
Where
a certain weight of gold or silver is bequeathed, and the kind is
not indicated, not the material itself, but its value at the present
time must be delivered.
10.
Pomponius, On Quintus Mucius, Book V.
Quintus
Mucius says that where the head of a household bequeaths to his wife
vases, clothing, or anything else whatsoever, as follows, "Which
has been purchased and provided for her use," he is held to have
bequeathed what was obtained for her individually rather than for
their common use. Pomponius: This is true, not only where the articles
were procured for the use of both husband and wife, but also when
this was done for that of their children, or anyone else; as such
a provision would seem to indicate that the property was acquired
for the private use of the wife herself. But when Quintus Mucius stated
that vases, clothing, or anything else is included, the falsity of
what we have stated appears to be established; since, as a rule, there
is a great deal of difference where articles of this kind are generally
or specially bequeathed, for if they are bequeathed in general terms
(as, for instance, "Which have been procured for the use of my
wife"), his explanation is correct. If, however, the subject
of the bequest should be described as follows, "Such-and-such
a purple garment," by which a certain garment was indicated,
even though the words, "Which I have purchased or intended for
her use," were added; for the reason that it was neither purchased
nor intended for, nor given to her for her use, the legacy will undoubtedly
be valid, because when a certain article is left, a false description
of the same does not annul the legacy; just as if the following had
been written, "Stichus, whom I purchased at the sale of Titius;"
for if the testator did not purchase him at all, or bought him at
some other sale, the legacy will, nevertheless, be valid. It is clear
that if the legacy was bequeathed as follows, "The vases, or
clothing, or articles, intended for the use of my wife," then
the opinion of Quintus Mucius will also be correct in this instance.
It must be observed that even if the articles mentioned belonged to
another, but the testator was under the impression that they were
his, the heir will be obliged to furnish them.
11.
Proculus, Epistles, Book V.
Where
anyone bequeaths gold, silver, and pearls which are set in the gold,
gold in which neither jewels nor pearls are set will be held to have
been bequeathed.
12.
Papinianus, Questions, Book XVII.
If
the heir should deface a painting which was bequeathed, and deliver
the board on which it was painted, it may be said that an action will
still lie under the will, because the legacy consisted of a painting
and not of a board.
13.
Scaevola, Digest, Book XV.
A certain
man made a bequest to his wife as follows: "I wish all the toilet-articles
and jewels, and whatever else I have given or donated to my wife,
or acquired, or made for her use during my lifetime, to be given to
her." The question arose whether a four-wheeled carriage for
sleeping purposes, together with its mules, which the wife had always
made use of, was included in the legacy. The answer was that if it
had been acquired for her use, she was entitled to it. It was also
asked whether, under the same clause, the garments which the testator
had purchased for the female slaves or the litter-bearers of his wife
should also be given to her. The answer was that they should be given.
14.
Pomponius, On Sabinus, Book V.
If
I bequeath a statue, and afterwards add an arm to it taken from another,
the entire statue can be claimed by the legatee.
15.
Scaevola, Digest, Book XV.
A
testator bequeathed a certain kind of gold and silver to Seia,
and made the following request of her: "I ask you, Seia, at the
time of my death, to deliver any gold or silver which I have specifically
bequeathed to you, to So-and-So, my slaves, and the usufruct of said
property will be sufficient for you while you live." The question
arose whether the usufruct alone of the gold and silver should be
given to the legatee. The answer was that, in accordance with the
facts stated, the ownership of the articles was also bequeathed under
the terms of the trust.
16.
The Same, Digest, Book XVIII.
A mother
appointed her daughter her heir while she was still under paternal
control, substituted her father Maevius for her, and made the following
provision in her will: "Whoever my heir may be, I charge him
not to sell any of my jewelry, or my gold or silver-ware, or the clothing,
which I make use of; but let them be kept for my daughter." The
daughter having refused to accept the legacy, and the father, who
was the heir under the substitution, having died intestate, the question
arose whether she could still demand the execution of the trust. The
answer was that, according to the facts stated, it appeared that the
execution of the trust legally devolved upon the father's successor.
Claudius: Because, by the term "to keep," which was used
by the testatrix, the trust seems to have been deferred until the
party for whose benefit it was created should be released from paternal
control.
17.
Ulpianus, On Sabinus, Book XXI
Where
a jewel set in a ring, or any other ornaments or articles which are
joined together are bequeathed, this is in accordance with law, and
they should be separated and delivered to the legatee.
18.
Scaevola, Digest, Book XXII.
A testator
left the tenth part of his estate, his slaves, and certain silver
articles which he specified, to his wife, and he charged his heirs
to give her his rings and his clothing, just as if they were her own
private property. If these things did not actually belong to her,
the question arose whether she would be entitled to them by virtue
of the legacy. The answer was that it appeared that the testator intended
to bequeath them to her, unless the contrary could be proved by the
heir.
(1)
The same testator, under the terms of a trust, charged his wife to
transfer to their common foster-child whatever came into her hands
by his will. The question arose whether the heir would be compelled
to deliver to the said foster-child any property which the testator
knew belonged to his wife, and which he directed to be given to her.
The answer was that, if the articles were her own property, the heir
would not be required to deliver them, but if they were acquired by
virtue of the legacy he would be compelled to give them up.
(2)
A certain woman under a trust inserted in her will and afterwards
by a codicil, left specially several kinds of clothing and silverware
which she stated that she had made herself, or had in her possession.
The question arose whether any other articles not found among the
assets of the estate would belong to the legatees. The answer was
that only those which were found there would belong to them.
19.
Ulpianus, On Sabinus, Book XX.
When
gold or silver is bequeathed, any gold or silver which was left is
included in the legacy, whether manufactured or not. It is, however,
well established that money, which is coined, is not included in the
legacy.
(1)
Hence, if a certain weight of gold or silver is bequeathed, the amount
of the same is considered to have been left in bulk, and the legacy
to have no reference to vases.
(2)
If, however, a hundred weight of manufactured silver is bequeathed,
the legacy is due in manufactured silver. Wherefore it was asked by
Celsus whether small vessels should be excluded. He was of the opinion
that they could not be excluded, even if the choice of them had been
left to the heir.
(3)
Celsus, in the Nineteenth Book of Questions, also asks where a hundred
weight of silver is bequeathed, whether the leaden joints must be
unsoldered, so that the silver can be weighed. Both Proculus and Celsus
say that it must be weighed after the removal of the lead, for silver
is delivered to purchasers unsoldered, and the weight of the same
is taken into account; which opinion is reasonable.
(4)
It is clear that where small silver vessels, for instance, square
plates, are bequeathed, the lead with which they are soldered goes
with them.
(5)
Likewise, where silver-ware is bequeathed, the question arises whether
any gold ornamentation united with it is included. Pomponius, in the
Fifth Book on Sabinus, says that it makes a great deal of difference
whether a certain weight of manufactured silver is bequeathed to him,
or merely manufactured silver. If a certain weight of silver is bequeathed,
it will not be included; if manufactured silver is bequeathed, it
will be included, as anything united with any kind of silver-ware
is, as it were, an accessory to the same; just as gold braid and purple
form part of clothing. Pomponius, in the Books of the Epistles, says
that braid is included in a legacy of clothing, even if it is not
sewed to it.
(6)
Celsus also states, in the Nineteenth Book of the Digest and the Seventh
of the Commentaries, that where gold is bequeathed, neither articles
which are gilded, nor gold ornamentation on silver plate will be due.
(7)
Are gold rings included under the term "gold?" is asked.
Quintus Saturninus says, in the Tenth Book on the Edict, that they
are included.
(8)
It is evident that a silver bed is not included under the term silver-ware,
nor any other silver furniture, if the testator did not consider it
as such. I know that I decided that this was the case with reference
to a silver clasp, because the head of the household did not regard
it as part of his silver-ware. And, neither can candelabra, nor silver
lamps, nor small images kept in the house, nor silver statues, be
included under the term "silver-ware." Nor are mirrors attached
to walls and which women use for their toilet included, provided they
do not consider them as part of their silver-ware.
(9)
Where a bequest of silver-ware is made, Quintus Mucius says that silver
vessels are included; as, for example, chafing dishes, oil-pots, bowls,
basins, and other utensils of this kind which, however, are not classed
as furniture.
(10)
Where vases are bequeathed to anyone, not only those are included
which are intended for eating and drinking, but also such as are used
to support something, as, for instance, saucers and trays. The sideboards
in which they are kept are also included, for the term "vases"
is a general one, by which we designate vessels to hold wine as well
as those employed for refrigerating purposes.
(11)
The expression "unmanufactured silver," includes raw material,
that is to say, such as has not been worked up. But what if some labor
has been expended on the silver, but it has not yet been completed?
There might be some doubt in this case whether or not it would come
under the term "unmanufactured," but I think that the term
"manufactured silver" will be more applicable. It would
certainly be manufactured, and be included under that designation,
if it was in the hands of the goldsmith to be adorned with gold. Where
the gold ornamentation has been begun, should it be included under
the term adorned with gold? I think it should be, if the silver ware
was bequeathed, and the gold ornamentation had not been finished.
(12)
Where a bequest is made of silver-ware for the table, that only will
be due to the legatee which the testator included in his own table
service, that is to say such as he used for eating and drinking. Hence,
there is some doubt concerning the basin for washing the hands; still,
I think it would be included, because it has reference to the service
of the table. It is certain that, if the testator had silver pots
or caldrons, or kitchen utensils, or any other articles used for cooking
purposes, it may be doubted whether these will be included in the
legacy. It is my opinion that such things rather belong to the equipment
of the kitchen.
(13)
Let us now discuss jewels set in gold and silver. Sabinus says that
they are accessory to the gold and silver, as smaller things are accessory
to those that are greater. This is correctly stated, for as we are
sometimes at a loss to determine which of two articles is accessory,
we must consider which one of them is used for the purpose of ornamenting
the other, as the accessory follows the principal. Therefore, jewels
inserted in drinking cups, or in gold or silver plates, are accessories
to the same.
(14)
So far as the crowns of tables are concerned, their jewels are accessory
to the crowns, and the latter are accessory to the tables.
(15)
The same rule applies to pearls set in gold, for if the pearls are
inserted into the gold for the purpose of ornamenting it, they will
be accessory to it; if the contrary is the case, the gold will be
accessory to the pearls.
(16)
The same rule applies to jewels set in rings.
(17)
Jewels are of transparent material. Servius distinguished them from
precious stones, as Sabinus states in his Books on Vitellius, for
the reason that jewels are transparent; as, for instance, emeralds,
chrysolites, and amethysts, while precious stones are of a different
nature, as, for example, obsidian, and those that are found near Veii.
(18)
Sabinus also says that pearls should neither be classed as jewels
nor as precious stones, which has frequently been established, because
the shell on which they are found is formed and grows near the Red
Sea.
(19)
Moreover, Cassius says that vessels of iridescent glass are not classed
as jewels.
(20)
Where gold is bequeathed, vases of that metal are included, and where
jewels are bequeathed, vases set with gems constitute part of the
legacy. In accordance with this, where gold or silver vases are inlaid
with jewels, they are accessory to the gold or silver; as we must
consider which of the articles was intended for the ornamentation
of the other, and not which of them is the more valuable.
20.
Paulus, On Sabinus, Book III.
Where
jewels are set in gold, in order to be more easily preserved, we then
say that the gold is accessory to the jewels.
21.
Pomponius, On Sabinus, Book VII.
With
reference to silver vessels used for drinking purposes, a doubt may
arise whether those only used for actual drinking, or such as are
employed for the preparation of beverages, as, for instance, strainers,
and small pitchers are included. The better opinion is that they also
should be included.
(1)
Where perfumes are bequeathed, not only those which are used for pleasure,
but also such as we employ in illness as comagena, essences distilled
from lilies, roses, and myrrh, as well as pure nard, which women use
for the purpose of appearing more elegant and clean.
(2)
Cassius says with reference to basins used for washing the hands that,
when his advice was asked, he gave it as his opinion where there were
two legatees, to one of whom vessels for eating, and to the other
those for drinking purposes were bequeathed, these should be considered
as accessory to the table service of food.
22.
Ulpianus, On Sabinus, Book XXII.
Under
the term clothing is included any fabric which has been woven, even
if it has not been cut off, that is to say made up. Material is classed
as cloth, which is not yet completely woven, or finished. Therefore,
where anyone bequeaths a garment, neither the warp nor the woof of
a web will be included.
23.
The Same, On Sabinus, Book XLIV.
It
makes no difference whether garments or clothing is bequeathed.
(1)
Under the term "clothing" are included all goods made of
wool, flax, silk, or cotton, which are intended to be worn or used
as garments, girdles, cloaks, wraps, carpets, or coverlets, and any
designs, stripes, or embroidery sewed to such articles, are classed
as accessories of the same.
(2)
Clothing is either intended for the use of men, women, or children,
or is common to both sexes, or is used by slaves. That peculiar to
men is such as is designed for the use of the head of the household,
for instance, togas, tunics, small capes, mantles, military cloaks,
and other things of this description. Garments peculiar to children,
are such as are used for no other purpose, as for example, the toga
praetexta, short tunics, Greek cloaks, and capes such as we purchase
for our offspring. Women's clothing is that intended for the use of
the mother of the family, and which a man cannot readily wear without
censure; as for instance, gowns, mantles, tunics, capes, belts, and
hoods, which are designed rather to protect the head than for the
purpose of ornament, veils, and travelling cloaks. Those are common
to both sexes which both women and men use indiscriminately, such
as cloaks, capes, and other garments of this kind, which either a
man or his wife can wear without rendering themselves liable to unfavorable
comment. The garments of slaves are such as are intended to clothe
them, for example, capes, tunics, linen gowns, cloaks, wraps, smock
frocks, and other articles of this description.
(3)
Where clothing is bequeathed, it may also consist of furs;
24.
Paulus, On Sabinus, Book XI.
As
some persons have tunics and robes made of furs.
25.
Ulpianus, On Sabinus, Book XLIV.
This
is proved by the fact that certain nations, for instance the Sarmatians,
clothe themselves in skins.
(1)
Aristo says that receptacles for clothing, and the coverings of seats,
are also included in a legacy of this kind.
(2)
Fillets set with pearls, as well as buckles, should rather be classed
as ornaments than clothing.
(3)
Tapestry which is either used to recline upon, or as a covering, is
also embraced in a bequest of clothing. I do not think that the cloths
and housings used for horses should be considered as clothing.
(4)
Cloths with which to wrap the thighs or legs and felt caps are included
under the term clothing, because by means of them a portion of the
body is clad. Felt socks are also included, because they are used
to protect the feet.
(5)
Pillows are also included in the term clothing.
(6)
Where anyone makes use of the expression "His clothing"
it is evident that he means that which he himself has for his own
use.
(7)
Mattresses are also clothing.
(8)
The skins of goats and lambs are clothing.
(9)
Pomponius, in the Twenty-second Book on Sabinus, very properly says
that where the wardrobe of a woman is bequeathed the garments of female
infants and young girls are also included, for the term "woman"
means all persons of the feminine sex.
(10)
Ornaments peculiar to woman are those with which she decorates herself,
as, for instance, earrings, bracelets, necklaces, rings (with the
exception of those used for seals), and all articles which are designed
for no other purpose but the adornment of the body, to which class
also belong trinkets of gold, jewels, and precious stones, for the
reason that they themselves have no other use. Toilet-articles consist
of those things by the use of which a woman becomes more neat and
clean. Among them are included mirrors, urinals, ointments, vessels
to contain the latter, and other articles of the same kind, bathing
utensils, and chests. The following are classed as ornaments, namely,
fillets, coifs, small hoods, head dresses, pins set with pearls which
women are accustomed to have, and small nets for the hair. A woman
can be clean and still not be adorned, as is the case with those who
have washed themselves clean in the bath, and have not yet put on
their ornaments; and, on the other hand, a woman may arise from her
sleep decorated with her ornaments, but still she will not be clean.
(11)
Pearls, where they are not unstrung, or any other precious stones
where they can be readily detached from their settings, may be said
to be included among ornaments. Where, however, precious stones, pearls,
or jewels are still rough, they will not be considered as ornaments,
unless the intention of the testator was otherwise, when he desired
articles of this kind intended for adornment to be included in the
class and under the name of ornaments.
(12)
Ointments, such as are used in illness, do not come under the head
of toilet-articles.
26.
Paulus, On Sabinus, Book XI.
Although
there are certain articles of dress which are intended for embellishment
rather than to cover the body, still, because they are designated
by the name of clothing, they should be considered to belong to the
category of garments, and not to that of ornaments. In like manner,
it is well established that those articles should be classed as ornaments
which women make use of to increase their beauty, and adorn themselves;
and it makes no difference if some of these things are used for other
purposes (as hoods and other headdresses), for although they protect
the body, they are still considered to be ornaments rather than clothing.
27.
Ulpianus, On Sabinus, Book XLIV.
Quintus
Mucius, in the Second Book on the Civil Law, says that silver plate
should be classed as manufactured silver.
(1)
The question arises where a bequest of all the silver of a testator
is made whether his silver coin should also be held to be included
in the legacy. I think that this should not be done, for no one ordinarily
classes his money as silver-ware. Likewise, where manufactured silver
is bequeathed, I do not think that coins are included, unless it plainly
appears that the intention of the testator was otherwise.
(2)
Where all the silver of the testator was bequeathed, there is no doubt
that any which may have been placed with him for safe-keeping will
not be due to the legatee, for the reason that what he cannot claim
as his own is not considered to belong to him.
(3)
Where a legacy of manufactured gold or silver is bequeathed to anyone,
and it has been broken or damaged, it will not be included in the
legacy; for Servius is of the opinion that manufactured gold or silver
should be held to be such as we can conveniently use, but that silver
vessels which are broken or damaged, do not come under this head,
and should be classed as manufactured silver.
(4)
Where a bequest is made to anyone of all the gold which may belong
to the testator at his death, he can claim all the gold which the
latter had at that time. Where, however, a distribution of his articles
of gold was made by the testator, it then becomes a matter of importance
to ascertain in what terms the legacy was expressed. If manufactured
gold is bequeathed, where anything has been made out of the gold it
will all belong to him to whom the legacy was left, whether it was
intended for the use of the testator, or for that of someone else;
as, for instance, gold vases, ornaments, seals, jewels for women,
and all other articles of this description. When, however, unmanufactured
gold is bequeathed, which is of such a character that it cannot be
made use of without being worked up, and which the testator regarded
as unmanufactured gold, it will be considered to have been bequeathed.
But if engraved gold or silver is bequeathed, the testator will be
held to have left by his will that on which any design is traced,
as, for instance, articles made at Philippi, and also medals, and
other things of this kind.
(5)
Where silver is bequeathed, I do not think that vessels used as receptacles
for discharges from the bowels are included, because they are not
classed as silver ware.
(6)
Anyone may properly define manufactured silver to be such as is not
in bulk or in sheets, or which does not consist of inlaid pieces,
or of furniture, toilet articles, or personal ornaments.
28.
Alfenus Verus, Digest, Book VII.
Where
silver destined for the use of the testator is left by will to anyone,
together with his wardrobe and his furniture, the question arises
for what use these articles would seem to be intended; whether the
silver designed for daily table service of the head of the household
was meant, or whether the silver tables and other things of the same
kind which the testator did not use continually, but was accustomed
to lend for games, and on other important occasions were referred
to. The better opinion is that the silver only is included in such
a bequest which was designed for the ordinary table service of the
testator.
29.
Florentinus, Institutes, Book XI.
Where
material of another description is inserted in gold or silver, and
the legacy consists of manufactured gold or silver, whatever is inserted
in them will be due to the legatee.
(1)
In order to determine which of the two materials is accessory, the
intention and custom of the testator, as well as the use which he
made of the article in question, must be ascertained.
30.
Paulus, On the Allotment of Freedmen.
Where
anyone bequeaths a legacy as follows, "I give and bequeath to
my wife her toilet articles, her ornaments, or everything which I
have acquired for her use," it is well established that everything
is due. Likewise, when a bequest is made as follows, "I give
and bequeath to Titius the wine which I have in the city, or in the
harbor," he will be entitled to all of them; for the word "or"
is introduced for the purpose of extending the scope of the legacy.
31.
Labeo, Epitomes of the Last Works of Javolenus, Book II.
A certain
man left a large dish, one of medium size, and one still smaller,
as follows: "I bequeath to So-and-So my smaller dish." It
was held that the dish of medium size was bequeathed, if it did not
appear which dish the testator intended to designate.
32.
Paulus, On Vitellius, Book II.
Where
manufactured silver is bequeathed, the legacy will include the brazen
ornaments added to the feet of silver vessels, and all other articles
which can be brought under the same category.
(1)
Under the term "manufactured gold" are included jewels set
in rings, even though they belong to the rings. Small cups encrusted
with gold, and pearls which are set in the jewelry of women in order
that the brilliancy of the gold may be enhanced, are also included
under the head of manufactured gold. Golden ornaments which are inserted
in precious stones and silver plates, and which can be unsoldered,
Gaius says are included in the legacy; but Labeo does not adopt his
opinion. Tubero, however, says that the legacy includes everything
that the testator classed as gold, otherwise articles of silver gilt
and vases of any other material enclosed in gold should not be classed
as gold.
(2)
Where silver vessels used for eating or drinking are bequeathed, and
any doubt arises as to which of these classes they belong, the custom
of the testator must be taken into consideration; but this is not
the case where it is certain that an article does not belong to either
class.
(3)
A certain officer of the triarii left his wife some silver
articles to be used while eating, and, as the testator included among
his silverware vessels used both for eating and drinking the question
arose whether these also were embraced in the legacy. Scaevola gave
it as his opinion that they were.
(4)
Likewise, where a question was raised with reference to the following
legacy, "Let my dear daughter, in addition, take from the bulk
of my estate, and let her have for her use my entire wardrobe, together
with the gold, and everything else destined for the use of women,"
as the testatrix was engaged in business, it was asked whether not
only the silver which was in her house or her wareroom for her own
use was left, and also whether that which she had in her place of
business could be considered silver for the use of women, and would
be included in the legacy. The answer was if the testatrix had silver
plate destined for her own use, that which she kept for the purpose
of sale would not be held to have been bequeathed, unless the party
who claimed it could prove that she also had this in her mind when
she made the bequest.
(5)
Neratius relates that Proculus was of the opinion that where vases
of electrum were bequeathed, it made no difference how much silver
or electrum the vases in question contained. But how could it be decided
whether the silver was accessory to the silver, or the silver to the
electrum? This could be readily determined from the appearance of
the vases. If the question should still remain in doubt, it should
be ascertained in what class the party who made the will was accustomed
to include the said vases.
(6)
Labeo, by his will, made a special bequest of her wardrobe to his
wife Neratia, as follows: "All her toilet articles, and all her
ornaments intended for the use of women, all wool, linen, and purple
cloth dyed of various colors, both finished and unfinished, etc."
This unnecessary multiplication of terms does not change the nature
of the property, because Labeo mentioned the wool, and afterwards
many different colored woolen articles, just as if wool ceased to
be such after it was dyed, for even if the expression "of various
colors" had been omitted, the wool of different colors would
still be due, if it was not clear that the intention of the deceased
was otherwise.
(7)
Titia bequeathed her toilet articles intended for the use of women
to Septicia. The latter understood that the jewelry and necklaces
set with gems and pearls, and the rings, together with the garments
of one color as well as those of different colors, were left to her.
The question arose whether all these things were included under the
head of toilet articles. Scaevola answered that, in accordance with
the facts stated, only such silver vessels as were employed in the
bath would be included in toilet articles for the use of women.
(8)
Again, where a testator bequeathed earrings set with two large pearls
and two emeralds, and afterwards removed the pearls, the question
arose whether the earrings would be due after the pearls had been
removed. The answer was that they would still be due if the earrings
remained, even though the pearls had been removed from them.
9)
He also rendered a similar opinion in another case, where a man made
a bequest of a necklace composed of thirty-four cylindrical stones,
and an equal number of circular pearls, and afterwards removed four
of the cylinders, and six of the pearls.
33.
Pomponius, On Quintus Mucius, Book IV.
There
is no difference between the expressions garments for men, and clothing
for men, but the intention of the testator sometimes creates difficulty,
if he himself was accustomed to make use of some garment which was
also suitable for women. Therefore it should, by all means, be ascertained
whether the garment bequeathed was the one which the testator had
in his mind, and not that which was actually destined for the use
of women, or for men. For Quintus Mucius says that he knew a certain
Senator who was in the habit of wearing women's clothing at the table,
and who, if he should bequeath a garment used by women, would not
be considered to have had in his mind one which he himself was accustomed
to make use of, as if it was one suitable for his sex.
34.
The Same, On Quintus Mucius, Book IX.
Quintus
Mucius said that if the head of a household should bequeath all his
gold to his wife, she would not be entitled to that which he had given
to a goldsmith for the purpose of being manufactured, or any which
was due to him and had not been returned by the goldsmith. Pomponius:
This opinion is partly true and partly false. For with reference to
the gold which was due to him, there can be no question; for instance,
if he had contracted for a certain number of pounds of gold, the gold
to which he was entitled under the contract would not belong to his
wife, since it had not yet become the property of her husband ; for
he bequeathed to her what belonged to him, and not that which he had
a right to collect by an action at law. So far as the goldsmith is
concerned, the opinion is incorrect, if the party gave the metal to
him in order that he might make something for him out of it; since,
although the gold was in the hands of the goldsmith, this does not
change its ownership, as it still remains the property of him who
gave it, and he is only obliged to compensate the goldsmith for his
labor, on which account we come to the conclusion that the wife will
still be entitled to it. If, however, he gave the metal to the goldsmith,
not in order that some article might be manufactured out of it, but
out of other gold, then, as the ownership of the metal is transferred
to the goldsmith, because an exchange is considered to have taken
place, this gold will not pass to the wife.
(1)
Quintus Mucius also says that if a husband, having five pounds weight
of gold, should make a bequest as follows, "Let my heir deliver
to my wife any gold which I may have acquired for her use," even
if the husband has sold a pound of gold, and, at the time of his death,
not more than four pounds should be found, the heir will be obliged
to furnish the entire five pounds, as the terms made use of are indicative
of the present time. This opinion, so far as it is applicable to the
legal obligation, is correct; that is to say, the heir is liable by
operation of law. It should, however, be remembered that if the testator
alienated the above-mentioned pound of gold, because he desired to
diminish the legacy to his wife, then the changed intention of the
deceased will permit an exception based on bad faith to be pleaded,
so that if the woman should insist in bringing suit to recover the
five pounds of gold, she can be barred by an exception on that ground.
But where the testator disposed of the gold, having been compelled
to do so through necessity, and not because he desired to diminish
the legacy, then the five pounds of gold will be due to the woman
by operation of law, and an exception on the ground of bad faith will
avail the heir nothing against the claimant.
(2)
Where a testator makes a bequest to his wife as follows, "I bequeath
to my wife any gold which may have been acquired for her use,"
Quintus Mucius very properly says that this clause contains in itself
the designation and the proof of the legacy. Therefore, if the testator
has alienated a pound of gold, no more than four pounds weight will
remain due by operation of law, and it will not be necessary to consider
for what reason the testator disposed of it.
35.
Paulus, Opinions, Book XIV.
"I
desire five pounds weight of gold to be given to Titia, with whom
I have always lived without any disagreement." I ask whether
the heirs shall be compelled to furnish the gold entirely in kind,
or to pay the value of the same; and what amount they must pay. Paulus
answers that either the gold in question must be furnished, or the
price of the same, whatever it can be purchased for.
(1)
I also ask if, issue having been joined in the above-mentioned case,
and the Praetor having decided that the gold itself must be furnished,
whether the guardians of a minor, who is the heir against whom the
decree was rendered, and who applied to the successor of the Praetor
for a decree for the complete restitution of their ward, shall be
heard with reference to the said decree. Paulus answered that the
Praetor had rendered a proper decision who, where gold had been bequeathed,
ordered the amount of the same to be delivered.
36.
Scaevola, Opinions, Book III.
"I
charge my heirs to deliver to my dearest Seia any golden cup which
she may select." As the assets of the estate do not include anything
but bowls, goblets, small measures, or drinking vessels, I ask whether
Seia can make her collection from these articles. The answer was since
the word "cup" is applicable to everything intended for
drinking purposes, she can make her selection from them.
37.
Paulus, Opinions, Book XXI
I gave
it as my opinion that woman's clothing is not included in the term
"ornaments," and that a mistake of the heir does not change
the law.
38.
Scaevola, Opinions, Book V.
Titia,
by her will and a codicil, specially bequeathed under a trust several
articles of silver and of clothing. I ask whether any other property
than that which may be found among the assets of the estate will be
included in the legacy. The answer is that what is found will be included,
and that security must be furnished to deliver the balance, in case
it should be found.
(1)
"I wish my Tabian mantles, and three tunics with their capes,
also to be given to Sempronia-Pia, to be selected by herself."
I ask whether Sempronia will have the right to make her selection
of the different tunics and capes from all the clothing of the deceased,
that is to say, from her entire wardrobe. The answer is that if the
tunics with the capes were left separately, she could only make her
choice from those of the same kind; but if this was not the case,
the heir would have a right to furnish them from the entire wardrobe,
or to pay her their appraised value.
(2)
Seia made the following provision in her will: "If I, myself,
should be prevented from doing so by the uncertainty of human affairs,
I desire, and I direct that the bust of such-and-such a god, of a
hundred pounds weight, be placed by my heirs in such-and-such a holy
temple, with an inscription including my name, and stating that I
have caused it to be set up in my native city." As there were
no other gifts in this temple except some of bronze or silver, the
question arose whether the heirs of Seia would be compelled to provide
a silver, a gold, or a bronze bust. The answer was that, in accordance
with the facts stated, one of silver should be placed there.
39.
Javolenus, On the Last Works of Labeo, Book II.
Where
toilet articles intended for women are bequeathed to a wife, Ofilius
and Labeo gave it as their opinion that she will only be entitled
to such as have been given to her by her husband for her own use.
If this should be interpreted otherwise, great harm would result when
a goldsmith or a silversmith makes such a bequest to his wife.
(1)
Where a legacy was bequeathed as follows, "I leave to So-and-So
the silver which may be found in my house at the time of my death,"
Ofilius holds that silver deposited with the testator or loaned to
him, ought not to be included. Cascellius is of the same opinion with
reference to silver that was loaned. Labeo thinks that what was deposited
with him will be due to the legatee, if it was left with him forever
as treasure, and not merely for temporary safe-keeping; because the
words, "Which may be found in my house at the time of my death,"
should be understood to mean that which was ordinarily there. I approve
of this opinion.
(2)
Attius says Servius held that where a testator left a certain person
the silver "which he might have on his Tuscan estate when he
died;" that also was included in the legacy, which, before the
testator's death, had, by his direction, been taken from the city
to the Tuscan estate. The case, however, would be different if it
had been removed without his order.
40.
Scaevola, Digest, Book XVII.
A testator
bequeathed to his physician, who resided with him and accompanied
him on all his journeys, among other things, the following, "I
wish the silver, which is used on my journeys, to be given to him."
As the testator was absent at different times on public business the
question arose what silver should be considered as included in this
legacy. The answer was that that would be included which the testator
had in his possession at the time when he made his will.
(1)
A bequest was made by a husband to his wife as follows, "I bequeath
to my wife, Sempronia, in addition, the silver-ware used in the bath."
The question arose whether the silver which the testator was accustomed
to use in the bath on feast-days was embraced in the legacy. The answer
was that all of it was considered to have been bequeathed.
(2)
A woman, at the time of her death, made the following bequest of her
ornaments: "I wish all my jewelry to be given to my friend Seia."
She also added in the same will: "I desire my funeral to be conducted
in compliance with the wishes of my husband, and whatever my burial
ceremonies may be, I desire to have buried with me, of my jewelry,
two strings of pearls, and my emerald bracelets." When the body
of the deceased was committed to the earth, neither her heirs nor
her husband buried her with the jewelry, which she directed to be
placed upon her body. The question arose whether the aforesaid articles
would belong to the woman to whom she left all her jewelry, or to
her heirs. The answer was that they would not belong to the heirs,
but to the legatee.
Tit. 3.
Concerning the bequest of a release from liability.
1. Ulpianus, On Sabinus, Book I.
Obligations
due from all kinds of debtors can be lawfully bequeathed to them,
even though they may be the owners of said obligations.
(1)
Julianus stated that if property which is pledged is bequeathed by
a creditor to his debtor, the legacy will be valid, and the debtor
will be entitled to an action to recover the pledge before he pays
the money due. In this instance, Julianus seems to have had in his
mind a case where the debtor would not profit by the transaction.
Where, however, the intention of the testator was otherwise, he can
be released from the obligation just as if he had paid the debt.
2.
Pomponius, On Sabinus, Book VI.
When
an heir was charged not to demand anything of the security, he can
collect the debt from the principal debtor; but when he was forbidden
to collect it from the latter, and demands it of the security, Celsus
thinks that he will be liable to the principal debtor under the terms
of the will.
(1)
Celsus also says that he has no doubt that where an heir has been
forbidden to collect a debt from a debtor, his own heir cannot collect
it.
3.
Ulpianus, On Sabinus, Book XXIII.
It
is certain that, at present, a release can be bequeathed to a debtor.
(1)
But, even if the testator, at the time of his death, should give a
debtor his note, I think that the latter will be entitled to an exception,
as the surrender of the note will be valid as a trust.
(2)
Julianus, in the Fortieth Book of the Digest, says that if anyone,
when about to die, should give a note of Seius to Titius, and direct
him to deliver it to Seius after his death; or, if he should recover,
return it to him; and then Titius should give the note to Seius after
the death of the creditor, and the heir of the latter should attempt
to collect the debt, Seius will be entitled to an exception on the
ground of fraud.
(3)
Let us now see what will be the effect of this legacy. And, indeed
if the release of a debt is left to me the only debtor, and an attempt
is made to collect it from me, I can avail myself of an exception;
or, if such an attempt is not made, I can bring an action to obtain
a discharge from liability by means of a receipt. Still, even though
I may be a joint-debtor with another party, for instance, where both
of us are principal debtors, and the testator desired to favor me
alone, I can bring suit, not to be discharged from liability by a
receipt, nor that my fellow-debtor may be released against the intention
of the testator, but that I may be released by an agreement. But what
if we were partners? Let us see whether I should be released by means
of a receipt; otherwise, would I not be subjected to annoyance, if
suit were brought against my fellow-debtor? Julianus, in the Thirty-second
Book of the Digest, states that if we are not partners, I ought to
be released by an agreement, but if we are partners, this should be
effected by means of a receipt.
(4)
Hence the question arises, whether a partner should be considered
a legatee whose name is not mentioned in a will, although it is an
advantage to both parties if they are partners. It is true that not
only he whose name is mentioned in a will should be considered a legatee,
but also he who is not mentioned therein, if the testator had him
in his mind at the time when the release was bequeathed.
(5)
Both parties, however, are considered to be legatees in this instance.
For if I owe anything to Titius, and, in order to favor me, the bequest
is made to him on condition that I shall be released, no one will
deny that I am a legatee, as Julianus states in the same Book; and
Marcellus says in a note that the legacy is bequeathed to both parties,
as much as to my creditor, even though I may be solvent, for it is
always to the interest of the creditor to have two debtors liable
for the same obligation.
4.
Pomponius, On Plautius, Book VII.
What
then must be done, as the creditor can bring an action under the will?
The heir should not have judgment rendered against him, unless
security is furnished him for defence against the debtor. Likewise,
if the debtor should institute proceedings, the heir is required to
do nothing more than to protect him against the creditor.
5.
Ulpianus, On Sabinus, Book XXIII.
Where
a testator has a principal and a surety indebted to him, and bequeaths
a release to the principal, Julianus states in the same place that
the principal ought to be released by means of a receipt; otherwise,
if the heir should sue the surety, the principal debtor will be brought
into the case in another way. But what if the surety intervenes for
the purpose of making a donation, and has no recourse against the
principal debtor? Or, what course must be pursued if the money had
come into the hands of the surety, and he had given a principal in
his stead, to whom he himself furnished a surety? In this instance,
the principal debtor should be released by agreement. We are, however,
accustomed to hold that the same exception on the ground of contract
to which the principal debtor is entitled should be granted the surety.
We say that this does not, in any way, apply to this case; as, when
a testator leaves a legacy, his intention is one thing, and that of
the heir when he makes an agreement is another.
(1)
If, however, a release should be bequeathed to a surety, there is
no doubt, as Julianus says that the surety should be released by the
agreement of the heir. Still, I think that in a case of this kind
he should sometimes be released by a receipt, if the party himself
was the actual debtor, or if he was a partner with the principal in
the transaction.
(2)
Julianus, in the same Book, also states that if a son under paternal
control should become a debtor, and his release is bequeathed to his
father, the latter ought to be discharged from liability by an agreement,
to avoid the son from being released. And he adds that it makes little
difference whether there is any property in the peculium of
the son on the day when the legacy vests, or not, for the father will
always be secured by means of the legacy; and he holds that this is
especially the case when the amount of the peculium is considered
with reference to the time when the judgment was rendered. Julianus
compares a husband to a father where his wife, after divorce, bequeathed
him a release from liability for her dowry; for he, also, although
he may not have been solvent at the time when the legacy vested, will
be a legatee, and he says that both the parties cannot recover what
has already been paid. The better opinion, however, as Marcellus observes,
is that the father can bring an action, for he was not yet a debtor
when he made payment, as the husband cannot do this, if he has paid
the debt. For even if anyone should think that the father was a debtor,
still, he only occupies the place of a conditional debtor, and there
is no doubt that he can recover what he paid.
(3)
Where, however, an heir is charged to release the son, Julianus does
not add that the former should be released, either by a receipt or
by an agreement, but he seems to think that the son should be discharged
from liability, as it were, by a receipt; which transaction would
also be a benefit to the father. This rule should prevail,
unless it can be clearly proved that the testator intended otherwise,
that is to say, that neither the son nor the father should be annoyed;
for in this instance he ought to be released, not by means of a receipt,
but by an agreement.
(4)
Julianus also says that where a father becomes surety for his son,
and his release is bequeathed to him, he should be discharged from
liability by an agreement, as a surety, and not as a father; and therefore
suit can be brought against him with reference to the peculium.
Finally, he thinks that this rule only applies where the testator
intended that he should be released as a surety, but if he intended
that he should also be released as a father, he should also be discharged
from liability for the peculium.
6.
Javolenus, Epistles, Book VI.
But,
after the emancipation of the son, the father will only be entitled
to an action to the extent of whatever forms part of the peculium
of his son, or when the latter may have paid out anything for
the benefit of his father; since the property which it is to the interest
of the father to have, will belong to him by virtue of the legacy.
(1)
The inquiry may be made, whether the father can bring suit under the
will for this purpose, with the result that the son will also be released
from liability to an action. It has been held by certain authorities
that the proceeding has this effect, because it is considered that
it is to the interest of the father that his rights should remain
unimpaired, where he gives his son his peculium after his emancipation.
I, however, hold the contrary opinion, and I think that nothing more
should be granted to the father under the terms of the will, than
that he should be required to pay only what could be collected by
the heir.
7.
Ulpianus, On Sabinus, Book XXIII.
Moreover,
not only what is due can be remitted, but also a portion of the same,
that is to say, a part of the obligation, as is stated by Julianus
in the Thirty-third Book of the Digest.
(1)
Where he who has stipulated for the delivery of Stichus, or ten aurei,
charges his heir not to demand Stichus, it is established that
the legacy is valid; but let us consider what it includes. Julianus
says that it appears that an action can be brought under the will
to compel the discharge of the debtor by a receipt, which will also
release him so far as the ten aurei are concerned, because
a receipt is equivalent to payment; and just as the debtor should
be released if he had delivered Stichus, so he will be discharged
from liability by the receipt for Stichus.
(2)
If, however, the heir should be charged to release the debtor from
the payment of twenty aurei, Julianus also states, in the Thirty-third
Book, that the debtor should, nevertheless, be released from liability
for ten, as if he obtains a receipt for twenty, he will be discharged
from liability for the former amount.
(3)
Where two heirs have been appointed by a debtor, and he charges one
of them to pay his creditor, the legacy will be valid so far as his
co-heir is concerned, and the latter will have a right to bring suit
to compel payment to the creditor.
(4)
A release bequeathed to a debtor only becomes effective where payment
has not been required from him, during the lifetime of the testator;
if, however, it has been required, the legacy is extinguished.
(5)
Therefore Julianus asks, if a release is bequeathed, and the substitute
of a minor child is charged with the same, and the minor afterwards
exacts payment of what is due, whether the legacy will be extinguished.
And, as it is established that a minor, so far as a legacy with which
his substitute is charged is concerned, occupies the same position
as an heir charged with a conditional bequest, the result is that
the substitute will be liable to an action under the will, if the
minor should demand payment of the claim by the debtor.
(6)
The same rule applies where the minor does not exact payment, but
only institutes proceedings in court, for the substitute will be compelled
to have the action dismissed.
(7)
For if the release had been bequeathed to the debtor conditionally,
and either issue had been joined, or payment had been exacted before
the condition was fulfilled, the debtor will still be entitled to
his action under the will to obtain the release which was bequeathed
to him.
8.
Pomponius, On Sabinus, Book VI.
We
can not only make a bequest releasing our debtor, but also one releasing
our heir and anyone else whomsoever.
(1)
An heir can be charged not to demand payment of a debtor within a
certain time, but there is no doubt that he should not release him
during the intermediate time; and if the debtor should die, the debt
cannot be collected from his heir within the said period.
(2)
It should be considered whether the heir can collect interest on penalties
for the time during which he is forbidden to demand the debt. Priscus
Neratius held that to make such a demand would be contrary to the
will, which is correct.
(3)
A bequest like the following, "My heir must not collect the debt
from Lucius Titius alone," does not pass to the heir of Lucius
Titius, if, during the lifetime of the latter, nothing was done in
opposition to the will by the heir attempting to collect the debt
from him; for whenever property which is bequeathed attaches to the
person of the legatee, it is in the nature of a personal servitude,
and does not pass to his heir; but if it does not attach to his person,
it will be transmitted to his heir.
(4)
If the words granting the release refer to matters in rem, the
effect is the same as if the heir had been specifically forbidden
to collect the claim from either the debtor, or his heir, as the addition
of the heir is of no force or effect; just as would be the case if
the person of the debtor himself had not been included.
(5)
He who is directed to render accounts is not considered to have complied
with the wishes of the testator, if he does not produce his accounts,
but merely pays the balance remaining in his hands.
(6)
Where an heir is forbidden to bring suit against the agent who attended
to the affairs of the deceased, it is not considered to be for the
benefit of the legatee, if the obligation was contracted by the bad
faith or the fraud of him who transacted the business, and the testator
will be held to have entertained this opinion. Therefore, if the heir
should institute proceedings against the agent on the ground of business
transacted, and the latter brings suit under the will for an indeterminate
amount, he can be barred by an exception on the ground of fraud.
(7)
A release may also legally be bequeathed to anyone with whom I leave
a deposit, or to whom I make a loan for use, or give property in pledge,
or to one who is obliged to make good to me the proceeds of a theft.
9.
Ulpianus, On Sabinus, Book XXIV.
When
an heir is forbidden to require the rendition of accounts, it has
been very frequently stated in rescripts that he will not be prevented
from demanding balances which are due, where the parties have them
in their possession, or where the agent who transacted the business
has been guilty of any fraudulent act. If anyone should desire to
release another from liability on this account also, he should make
his bequest as follows: "Let my heir be charged to return to
So-and-So anything which he has collected from him by such-and-such
and such-and-such a suit, or release him from liability under said
actions."
10.
Julianus, Digest, Book XXXIII.
Where
an heir is charged not to collect anything from a surety, and to pay
to Titius what the principal owes; he ought to agree not to make a
demand of the surety, and to assign to the legatee his rights of action
against the principal debtor; just as when an heir is charged not
to collect anything from the principal debtor, and to pay to a third
party the amount that the surety owes, he must give a receipt to the
principal, and will be compelled to pay to the legatee the amount
fixed by the court as due from the surety.
11.
The Same, Digest, Book XXXVI.
If
a debtor should order his surety to be released by his heir, ought
he to be released? The answer is that he should be. As the heirs are
liable to an action on mandate, the inquiry was also made whether
the legacy was not void, as the debtor made a bequest to his creditor.
The answer was that, whenever a debtor makes a bequest to his creditor,
the legacy will be void if it should not rather be to the interest
of the creditor to bring an action under the will, than one founded
on the original obligation; for if Titius should have directed Maevius
to promise the payment of a certain sum of money, and afterwards should
direct him to be released by the stipulation, it is clear that it
is more to the interest of the party making the promise to be released
than to pay the amount in accordance with the stipulation,
and then to bring an action on mandate.
12.
The Same, Digest, Book XXXIX.
Lucius
Titius, who employed Eros as his agent, made the following provision
in his codicil, "I desire Eros to be free, and I wish him to
render an account of all that he has done, during the time subsequent
to my last signature." He, afterwards, while still living, manumitted
Eros, and, at the same time, the slave rendered his accounts, and
the testator signed them up to that date, which was only a few days
before he died. The heirs of Lucius Titius alleged that Eros had received
certain sums of money, both while he was still a slave and after he
became free, and did not include these in the accounts which were
signed by Lucius Titius. I ask whether the heirs can collect anything
from Eros for the time preceding the last signature of Lucius Titius.
I answered that, according to the facts stated, Eros cannot demand
his freedom, unless the sums referred to had been specifically remitted
to him.
13.
The Same, Digest, Book LXXXI.
If
a creditor should make a bequest to a debtor of what he owes him,
and the former can protect himself by a perpetual exception, the legacy
will be of no force or effect. If, however, the same debtor should
make a bequest to his creditor of what he owes him, he will be understood
to have intended that his creditor shall be released from the operation
of the aforesaid exception.
14.
Ulpianus, Trusts, Book I.
The
same rule will apply where the debtor was required to make payment
within a certain time, or under some condition.
15.
The Same, On the Edict, Book LXIV.
Where
anyone is charged in a will not to collect a debt from Titius, he
cannot sue either him or his heir; nor can the heir of the heir bring
an action; nor can the payment of the obligation be demanded of the
heir of the debtor's heir. The heir of the heir of the testator can
also be charged not to collect the claim from the debtor.
16.
Paulus, On Plautius, Book IX.
If
I should rent a tract of land to anyone for five years, and then bequeath
whatever the tenant was obliged to do for me or pay to me, or would
be obliged to pay or give to me in the future, and the heir is charged
to allow the tenant to have this himself; both Nerva and Atilicinus
say that if the heir should prevent him from enjoying the legacy,
he would be liable to an action on the lease, and if he should retain
anything arising out of the contract of hiring, he would be liable
to an action under the will; for the reason that it makes no difference
whether he demands something from the tenant, or retains possession
of it, as the entire lease is held to have been bequeathed.
17.
Javolenus, On the Last Works of Labeo, Book II.
Any
balance due on the lease is also included in the legacy.
18.
Paulus, On Plautius, Book IX.
Cassius:
Even if a lodging has been bequeathed in this way, the heir will be
obliged to furnish it gratuitously; and moreover, it has been decided
that the tenant can bring an action based on the will against the
heir, in order to be relieved of liability under his lease; which
opinion is perfectly correct.
19.
Modestinus, Rules, Book IX.
If
we make a bequest as follows, "Let my heir be charged to release
from liability So-and-So, who has transacted my business, and not
to exact anything from him which he may be obliged to pay to, or do
for me," the heir will be charged not to collect any money from
the legatee which has been lent to him. It is, however, hardly credible
that, by a legacy of this kind, the testator intended there should
also be bequeathed to the legatee whatever was due from him to his
slaves as their peculium.
20.
The Same, Opinions, Book X.
"To
my brother Aurelius Sempronius. I do not desire that any of my debtors
shall be annoyed on account of their obligations, nor that anything,
either principal or interest, shall be collected from them as long
as they live; and I return, free from liability and released from
pledge, the house and the Carpathian land to the party interested
in the same." Modestinus gives it as his opinion that if the
debtor himself should be sued, he will be protected by an exception,
but that this will not be the case so far as his heir is concerned.
(1)
When Gaius Seius was growing up, he received Publius Maevius and Lucius
Sempronius as his guardians. While still under lawful age, the said
Gaius Seius, being about to die, made the following provision in his
will with reference to his curators: "Let no one raise any question
concerning my curators, for I myself have transacted my business."
I ask whether the heirs of the minor can demand an accounting for
the curatorship from the curators, since the deceased, as is apparent
from the terms of his will, acknowledged that he had attended to all
of his business himself. Modestinus was of the opinion that if the
curators had committed any fraudulent act, or if any of the property
of the testator was in their hands, suit could be brought against
them on this ground.
21.
Terentius Clemens, On the Lex Julia et Papia, Book XI.
If
I should bequeath anything which you owe me, either to yourself or
to a third party, and you should pay it to me, or be released by me
for any other reason, the legacy will be extinguished.
(1)
Hence, it was held by Julianus that, even if a creditor should become
the heir of his debtor and should afterwards die, the legacy will
be extinguished; and this is correct, because an obligation is, as
it were, extinguished by confusion, just as it is by payment.
(2)
Where, however, a legacy is bequeathed under some condition, and the
heir comes in beforehand and collects the debt, another opinion must
be rendered; because, while the condition is still pending, the prevention
of the payment of the legacy to the legatee, if he is still living
and entitled to receive it, does not depend upon the inclination of
the heir, nor, if the legatee should not be legally capable of taking
it, can the heir prevent the party entitled to the benefit of the
legacy from obtaining the same.
22.
Papinianus, Questions, Book XIX.
"I
do not wish anything that Sempronius owes me to be collected."
It was decided that the debtor, in order to compel his release, was
not only entitled to an exception, but also to an action under the
will.
23.
The Same, Opinions, Book VII.
An
agent from whom the heir was forbidden to require an accounting, and
whom he was also charged to release from all liability for any act
performed in that capacity, can still be required, by an action on
mandate, to pay to the heirs all the money that may be due to him
from a banker under a contract which he entered into as an agent,
or to assign his rights of action against the said banker.
24.
The Same, Opinions, Book VIII.
Where
an heir is requested to release his debtor, it is held that this only
applies to what remains due on the obligation. Therefore, where any
of the debt was paid before the will was opened, it will not be included
in the trust. But if, after the will has been opened, and before the
estate has been entered upon by the heir, who was aware of the intention
of the deceased, payment of what is owing should be required, this
will closely resemble fraud, and hence the amount can be recovered
by the legatee.
25.
Paulus, Questions, Book X.
Where
I bequeathed to Titius what he owed me, either stating or not stating
the amount, or, on the other hand, where I make a bequest with a difference,
as for instance: "I leave to Titius what I owe him," or
"I leave to Titius a hundred aurei, which I owe him;"
I ask if you think that it should, by all means, be ascertained whether
anything is really due; and I furthermore request you to inform me
in what way you interpret these matters, which are of every day occurrence.
I answered that if the party to whom Titius is indebted wishes to
release the debt, it makes no difference whether he directs his heir
to discharge him from liability, or forbids him to collect the debt;
for, in either instance, the debtor should be released, and in both
cases an action will lie in favor of the debtor against the heir,
for the purpose of procuring his release. If the testator mentioned
the sum of a hundred aurei, or a certain tract of land as being
due, and it can be proved that the legatee was the debtor, he should
be released. If, however, he does not owe anything, as a false statement
has been made, it may be said that he can also bring an action to
recover what is embraced in the legacy. This principle also applies
where the bequest was as follows: "Let my heir be charged not
to collect the hundred aurei which he owes me," or "Stichus
whom he owes me." If, however, he had said, "Let my heir
be charged to give to Titius the hundred aurei which he owes
me," it may be maintained that he can claim them, although the
statement is untrue. However, I by no means agree to this, as the
testator must have thought that the word "give" had reference
to the debt. On the other hand, if the debtor makes a bequest to his
creditor, I do not see that the legacy has any validity, if the amount
is not stated. But if he should mention the sum which he acknowledges
that he owes, the legacy will not be valid except in those instances
where its payment will be more advantageous than that of the debt.
For if the debtor should bequeath a hundred aurei, which he
says that he owes, and he does owe them, the legacy is void. If, however,
he should not owe them, it has been held that the legacy is valid;
for, where a certain sum of money is mentioned, the case is similar
to that where Stichus was bequeathed under a false statement. This
rule the Divine Pius stated in a Rescript, where a certain sum of
money was bequeathed as having been received by way of dowry.
26.
Scaevola, Opinions, Book IV.
A
guardian having appointed certain heirs at the time of his death,
desired to give to his ward, whose guardianship he had administered,
the third part of his estate, provided he did not raise any controversy
with his heirs on account of the guardianship, but released them all
from liability with reference to the same. The ward obtained the legacy,
and, nevertheless, afterwards demanded of the heirs everything which
had come into the hands of his guardian from the sale of property,
or from any other source connected with the guardianship. I ask whether,
by the terms of the will, he should be excluded from bringing actions
of this kind. The answer was that, if he received the benefit of the
trust before complying with the condition imposed, and then proceeded
to make the claim contrary to the terms of the legacy, an exception
on the ground of bad faith could be interposed against him by the
heirs, unless he was ready to return what he had received from the
trust, which had been granted him as a favor on account of his age.
27.
Tryphoninus, Disputations, Book VIII.
Let
us see whether a person to whom a release has been granted by a will,
and against whom an action on the peculium is pending, shall
be considered to occupy the position of a legatee, if, at the time
when a legacy usually vests, nothing should be found in the peculium.
Even if he is not yet a debtor, it does not follow that he would
derive any advantage from the legacy, unless through the hope of some
future addition to his peculium. Therefore, will his condition
as legatee be in suspense, just as ii would be if, for any reason,
he should render the expectation of the legacy doubtful? This is the
better opinion.
28.
Scaevola, Digest, Book XVI.
Aurelius
Symphorus became surety for a certain guardian, and at his death made
a bequest to the wards of the latter as follows: "I bequeath
five aurei to Arellius Latinus and Arellius Felix, individually,
when they shall have attained the age of fourteen years, at which
time I desire to be paid to each one of them six denarii every
month for their support, and twenty-five denarii every year
for their clothing, with which legacy they must be content, since
their guardianship has caused me no small amount of annoyance. I also
charge my heirs to collect nothing from them on account of the guardianship,
nor to retain anything by reason of this legacy." The question
arose, if the said heirs had paid out anything on account of the suretyship,
whether they could recover it from the heir of the children, or the
party for whom the testator had become surety. The answer was that,
in accordance with the facts stated, the heirs of the latter appeared
to have been solely charged not to claim anything on account of the
guardianship which Symphorus had administered, and which might be
due from the wards named Arellius.
(1)
A man, having made a will, bequeathed a release to his debtors, and
then having unsealed the will and reread it, he executed another in
which he repeated the legacy as follows: "I confirm every bequest
made in a will which I unsealed, and everything that is written therein."
After the estate had been entered upon under the second will, the
question arose whether the debtors who had been released by the first
will could demand to be discharged from liability for the sums of
money for which they had become indebted after the making of the first
will; and if the heirs brought an action against them, whether they
could be barred by an exception on the ground of bad faith. The answer
was that they would not be released.
(2)
Titius made the following bequest to his debtor Seius: "I give
and bequeath ten denarii to Seius. I also give five to him,
in addition to this, all that he owes me both principal and interest."
He also, in a general clause, charged his heirs to give and deliver
to each one of the legatees what he had left him. Seius afterwards
borrowed more money from Titius. I ask whether this money, which was
borrowed after the will was made, should also be understood to have
been bequeathed to Seius. The answer was that, as the words used by
the testator had reference to past time, it should not be held that
the last sum borrowed was bequeathed.
(3)
Titius, having made a will and appointed his sons his heirs, expressed
himself as follows with reference to his father, who also had formerly
been his guardian: "I desire my father Seius to be released from
liability to any action on guardianship." I ask in what way these
words should be understood, that is to say, whether they mean that
the money which had been obtained from the sale of property or the
collection of claims, and which the father had converted to his own
use, or lent at interest in his own name, should be paid to the children
and heirs of the testator, or to his grandchildren. The answer was
that this must be determined by the court having jurisdiction
of the case, for the presumption of law is that on account of the
natural affection entertained by a son, the father should be released
from all liability, unless it can be proved by the heirs of the testator
that his intention was otherwise.
(4)
Maevius, in her will, desired one of her heirs to be released from
liability to an action on guardianship, in the following words: "I
do not wish an account of the guardianship which Julianus Paulus administered
with Antistius Cicero, be required of him, and I wish him to be released
from all liability on account of the same." I ask, if any money
derived from the guardianship should remain in his hands, whether
it can be collected from him. The answer was that there was nothing
in the case stated why money which belonged to the ward and remained
in the hands of the guardian should be considered to have been bequeathed.
(5)
A testator made the following provision in his will, "I wish
my relative Titius to be released from every debt whatsoever that
he owes me, and in addition I give him ten aurei;" and
he inserted the following in a codicil: "I desire, in addition,
my heir to release my relative and debtor, Titius, from the payment
of interest on any money which he owed me during his lifetime. If
my heir should attempt to collect the said interest from him contrary
to my wishes, then I desire the said interest be paid to Titius by
my heirs as long as he lives." As the testator evidently had
the intention rather to increase than to diminish the legacy, the
question arose whether his heirs would, under the terms of the trust,
be liable to Titius to compel them to release him from all indebtedness.
The answer was that, in accordance with the facts stated, the legacy
which the testator had bequeathed in the first place appeared to have
been diminished.
(6)
Where a testamentary bequest was made as follows, "I wish everything
that Seius owes me, or for which I have pledged my faith for him,
to be given to him," I ask whether only that which was due at
the time when the will was executed was bequeathed, or whether the
amount which accrued afterwards by way of interest, was included in
the legacy. The answer was that the testator intended that every obligation
of the debtor should be cancelled by the trust.
(7)
Stichus, having been manumitted by will, the testator left him a tract
of land with all its equipment, together with other property, and
added the following: "I forbid any account to be rendered by
him, because he has the records in his possession." The question
arose whether Stichus would be obliged to pay over any sum of money
remaining in his hands from the administration of his stewardship.
I answered that Stichus was not liable on that ground. Claudius: No
one, after his manumission, is liable for any act committed by him
during servitude, and advice has been taken with reference to ascertaining
the law as to what is due. Hence the heirs can retain the balance
remaining in their hands, along with the peculium, or it can
be deducted from the peculium if the latter is bequeathed.
(8)
"I desire the hundred aurei which I deposited with Apronianus
to remain in his hands until my son reaches the age of twenty years,
and I forbid any interest on said money to be collected from him."
The question arose whether Apronianus could, under the terms of the
trust, maintain that the aforesaid sum was not collected from him
before the time prescribed by the testator. The answer was that, according
to the facts stated, he could assert such a claim.
(9)
A testator appointed his daughters his heirs, and charged them with
a trust as follows: "My daughters, do not require Gaius Seius
to render any account for the administration of my property, which
he has managed in his bank, or out of it, up to the time of my death,
and release him from all liability with reference thereto." As
the said Gaius Seius had charge of all the property of the testator
at the time of his death, and had invested the same in his bank, and
out of it, the question arose whether he would be compelled to render
an account thereof to the heirs of the testator. The answer was that,
in accordance with the facts stated, a release had been bequeathed,
but the court must decide what was to be done under the circumstances.
(10)
A testator appointed, as his heir, his former guardian, together with
his own brother and certain other persons, and bequeathed to his said
guardian ten aurei, which the latter had expended on his account
and on that of his brother. The question arose whether the trust was
valid, so far as the guardian was concerned. The answer was that,
if the testator had left the amount which was due under a trust, the
execution of the trust could not be demanded.
(11)
The inquiry was also made if the bequest should prove to be void,
so far as the guardian was concerned, whether it would be valid with
reference to the brother of the testator; since it was for his benefit,
as well as for that of the party who had administered his guardianship,
also. The answer was that the legacy was valid so far as the brother
was concerned, as he was released from his debt.
(12)
The question also was asked whether the guardian should be heard if
he agreed to accept the trust, provided that certain clauses of the
will were allowed to stand, and others were rejected, alleging, as
a reason, that the amount specified in the trust was less than he
had advanced for expenses. The answer was that he was not prevented
by the terms of the will from claiming everything which he could prove
was due to him.
(13)
A testator made the following bequest: "I direct the sum of fifty
aurei, which I have borrowed from my wife on a note to be used
in my business, to be paid to her by my heirs." The question
arose whether the trust would stand if the husband should prove to
be actually the debtor of his wife. The answer was that if the indebtedness
existed the trust would be void.
(14)
The question also was asked whether the execution of the trust could
be demanded, if the wife, having brought suit to collect the money
due, should lose the case. The answer was that, according to the facts
stated, she could demand the execution of the trust, because it was
apparent that the debt was not due on any other ground.
29.
Paulus, On the Lex Julia et Papia, Book VI.
Where
a testator has two principal debtors, and charges his heir to release
both of them, and one of them is not capable of receiving a legacy,
and they are not partners; the heir should transfer his right of action
from the debtor who cannot take the legacy to the one upon whom the
law does confer this benefit, and by this proceeding two things will
happen, that is, the one who cannot receive the legacy will participate
in the benefit, and the one who can receive it, will be released.
If, however, the debtors are partners, the one who is incapacitated
will necessarily profit through the other who can receive the legacy,
and he will be released by means of a receipt; for the same thing
will happen even if the testator had directed that the only one entitled
to take under the will should be released.
30.
The Same, Questions, Book X.
The
plaintiff or the defendant, having charged his heir not to take judgment
in the Court of the Centumvirs, the question arose as to the effect
of this on the legacy. It was decided that the latter was only valid
where the adversary of the testator had a bad case, so that he would
be beaten in a contest with the heir; for then the heir would not
only be obliged to surrender the property which was the subject of
the suit, but also to pay all the expenses of litigation to the legatee.
But if he had a good case, there does not seem to be anything in the
legacy, not even the expenses, as some authorities have held.
31.
Scaevola, Opinions, Book III.
A creditor
made the following bequest to his debtor: "I desire everything
due to me from Gaius Seius, and which he has secured by pledging his
gardens, to be given to him by my heirs." If the testator, during
his lifetime, had received any payment from Seius, I ask whether this
could be claimed as due under the legacy. The answer was that, in
accordance with the facts stated, it could not be claimed. The same
party again applied for advice, alleging that the testator, before
making the codicil by which he left the bequest, had received almost
all the principal and interest of the debt, so that but a very small
portion of the debt remained, and asked whether he would have a right
of action for recovery on account of the clause, "everything
due to me which is related to the past." The answer was that,
with reference to the facts stated in the first place, my opinion
was correct; but so far as those stated subsequently were concerned,
something had been added, and the point must be decided by the court,
who should ascertain whether the testator, having forgotten that the
money had been paid, had made this provision; or because payment was
without his knowledge; or whether he had acted designedly, as he wished
that the amount due, rather than the right to demand a release, should
be bequeathed.
(1)
A testator, among others, made the following bequest to his freedman:
"If he has transacted any business for me during my lifetime,
I forbid any accounting to be required of him therefor." The
question arose whether he would be compelled to surrender to the heirs
the books in which the accounts were kept, as well as any sums remaining
in his hands as shown by the entries of receipts and expenditures.
The answer, with reference to the matter in question, was that the
heir was also entitled to claim what the steward had lent to his fellow
slaves who formed part of the estate, which sums, expended for the
benefit of his master, should be deducted from the balance in his
hands.
(2)
Titia, who had had two guardians, made the following provision in
her will: "I do not wish an account of my guardianship which
Publius Maevius and Lucius Titius administered, to be required of
the former." The question arose whether any money remaining in
his hands from the administration of the guardianship could be collected
from him. The answer was that there was nothing in the case stated
to lead to the belief that the money which belonged to the ward, and
remained in the hands of the guardian, was bequeathed.
(3)
The question was also asked whether the fellow guardian should also
be considered to have been released. The answer was that the fellow
guardian was not released.
(4)
"With reference to Gaius Seius, who has been especially deserving,
I do not wish that anything he owes me in notes, or on account, or
whatever he has borrowed from me, or any obligations I may have contracted
for his benefit be required either of him or of his heirs." I
ask whether only the amount of money due at the time when the will
was made was bequeathed, or whether any of the interest which had
accrued on the said sum afterwards, was included in the legacy. The
answer was that, in accordance with the facts stated, it appeared
that the testator intended all the obligations of Seius due to himself
to be discharged by virtue of the trust.
(5)
It was also asked, after an obligation had been renewed and the amount
of the debt increased, whether what was due under the old contract
would still be included in the legacy; or where a renewal had been
made, and the party having become, as it were, a new debtor, he could
be sued for the increased amount. The answer was that only that was
considered to have been bequeathed which the party owed at the time,
but if the testator still adhered to his original intention, the legacy
would include all the indebtedness existing at the time of his death.
Tit. 4.
Concerning the cancellation or transfer of legacies and trusts.
1. Paulus, On Sabinus, Book III.
Where
a testator, having bequeathed the right to drive cattle through his
land, does not grant the right of way, he omits nothing from the legacy,
for the reason that the right to drive cattle cannot exist without
the right of way.
2.
Pomponius, On Sabinus, Book V.
Where
a tract of land is devised, a reservation may be made as follows,
"I do not give or bequeath to So-and-So any other right attaching
to the said land except the usufruct of the same," in order that
the usufruct may constitute the legacy.
(1)
The usufruct, however, can be reserved, so that only the mere ownership
will be left.
(2)
In like manner, a part of the land bequeathed may be reserved.
3.
Ulpianus, On Sabinus, Book XXIV.
If
anyone should make a testamentary disposition as follows, "I
give and devise such-and-such a tract of land to Titius, and if Titius
should die, let my heir be charged to give it to Seius," the
devise is held to be legally transferred. Even if the party to whom
it was left in the first place should be dead at the time of the transfer
of the property, Seius will be entitled to it.
(1)
If anyone should make a bequest to Titius as follows, "Let my
heir give such-and-such an article to Titius, or if Titius should
die before receiving it, let him give it to Sempronius," according
to the strict construction of the law, the heir will appear to be
bound to both parties, that is to say to Sempronius and to the heir
of Titius. If, however, the testator's heir should be in default in
delivering the property to Titius, the right to demand the legacy
will be transmitted to his heirs, and Sempronius will have no claim
to it; but if there should have been no default, Sempronius, and not
the heirs of Titius, will then be entitled to receive the legacy.
But if Titius should die before the time when the legacy vests, Sempronius
alone will be entitled to it.
(2)
The same thing must be said where an estate is left in trust for the
benefit of a boy, and his mother becomes the legatee if he should
die before obtaining the estate, so that if he dies before the time
when the legacy vests the mother will be entitled to it; but if he
dies afterwards, the benefit of the trust will pass to the heirs of
the child, just as if there had been default in the execution of the
trust itself.
(3)
Where, however, anyone makes a bequest as follows, "Let my heir
deliver such-and-such property to Titius, and if he does not do so,
let him deliver it to Sempronius," Sempronius will only be entitled
to the legacy, if at the time it vests, Titius should be incapable
of acquiring it.
(4)
If anyone should make a bequest as follows, "Let my heir give
such-and-such a tract of land to Titius, and if Titius should alienate
the same, let my heir give it to Seius," the heir will be charged
with both trusts; for Titius is not charged with the trust if he should
alienate the land, but the heir is charged with the devise to him.
Therefore the heir, by filing an exception on the ground of bad faith,
should provide for himself and exact security from Titius not to alienate
the land.
(5)
If anyone reserves more than he leaves, his reservation will be valid;
as, for instance, if he should bequeath twenty aurei, and reserve
forty.
(6)
If a testator should bequeath the usufruct of certain land, and reserve
the right of way, his reservation is void, but the legacy will not
be invalidated, just as where a person leaves the ownership of land,
reserving the right of way, the legacy will not be diminished.
(7)
If a testator should bequeath a legacy separately to two persons of
the name of Titius, and afterwards deprives one of them of the bequest,
but it is not clear which one is meant, both of them will be entitled
to the legacy; just as where, in making a bequest, it is not apparent
to which of two parties it is given, we say that it is bequeathed
to neither of them.
(8)
Where a tract of land was devised to Titius absolutely, and then was
left to him under a condition, and finally he was deprived of it,
as follows, "My heir shall not give to Titius the tract of land
which I left to him conditionally," he will not be entitled to
it under either provision, unless the testator expressly stated that
he desired him to receive the legacy absolutely.
(9)
Let us see whether the condition on which a legacy, an estate, or
the freedom of a slave is dependent, can be revoked. Julianus says
that, in the case of the freedom of a slave, the removal of the condition
does not immediately confer freedom upon him. Papinianus, also, in
the Seventeenth Book of Questions, says that, generally speaking,
the condition cannot be revoked, for he holds that a condition is
not given but is imposed, and what is imposed cannot be taken away,
as this applies only to what is given. It is, however, better that
the signification of the words, rather than the words themselves,
should be considered; and, as conditions can be imposed, so also they
can be rescinded.
(10)
Where a testator, by his will, left a hundred aurei to Titius
and made the following bequest to him in a codicil, "Let my heir
give to Titius fifty aurei, and no more," the legatee
cannot claim more than fifty aurei.
(11)
Not only legacies, but also trusts can be revoked, even by a mere
wish. Hence, it is asked whether a trust will be due in case enmity
has arisen between the parties. If, indeed, the enmity relates to
a capital offence or is of an extremely serious character, what has
been bequeathed will be held to have been revoked; if, however, the
offence is a light one, the trust will continue to exist. In accordance
with this we can include legacies, and an exception on the ground
of bad faith may be filed.
4.
The Same, On Sabinus, Book XXXIII.
If
the parties should renew their friendship, and the testator should
repent of his former resolution, the legacy or trust which was left
will be restored in its entirety, for the will of the deceased was
alterable until the last moment of his life.
5.
Gaius, On the Urban Edict, Book II.
Just
as a legacy can be taken away from one person, so also it can be transferred
to another, for instance, as follows: "I give and bequeath to
Seius what I have bequeathed to Titius." This clause contains
a tacit deprivation of the legacy, so far as Titius personally is
concerned.
6.
Paulus, On the Lex Julia et Papia, Book V.
The
transfer of a legacy is made in four ways. It can either be transferred
by substituting one person for another; or this may be done by the
party who directed it to be bestowed, so that another may give it;
or where one kind of property is left instead of another, as ten aurei
instead of a tract of land; or where the legacy was absolute,
and it is transferred under a condition.
(1)
If, however, I should give to Maevius what I have already given to
Titius, although it is customary to hold that they are both charged
with the delivery of the same property, still, the better opinion
is that, in this case, the first legatee is deprived of the bequest,
for where I say, "Let Seius be charged with giving what I have
charged Titius to give," I shall be considered to have said that
Titius shall not deliver the property.
(2)
Likewise, where ten aurei are bequeathed instead of a tract
of land, certain authorities think that the first bequest is not revoked;
but, as a matter of fact it is, for the last will is the one to be
carried into effect.
7.
Ulpianus, On Sabinus, Book XXIV.
Where
the bequest of an article is made to anyone under a condition, and
the same article has already been absolutely left to another, the
first bequest is not held to have been absolutely revoked, but only
in case the condition of the second one should be complied with. If,
however, it was the intention of the testator that the first legacy
should, under all circumstances, be cancelled, this must be held to
have been done.
8.
Julianus, Digest, Book XXXII.
Therefore,
if he to whom the legacy was transferred should die during the lifetime
of the testator, it will, nevertheless, not belong to the person who
was previously deprived of it.
9.
Julianus, Disputations, Book V.
If
anyone, after having left a hundred aurei to a person absolutely,
then bequeathed the same sum to him conditionally, and intended to
leave him this second sum in addition, what he left him absolutely
will be due at once, and what was bequeathed to him under the condition
will be payable if the condition should be fulfilled. Where, however,
through having changed his mind, he left him the same sum under a
condition, the absolute bequest may be considered to have become conditional.
Hence, if in the same will by which he bequeathed a hundred aurei
he afterwards left fifty, and he intended these fifty to constitute
a new bequest, a hundred and fifty aurei will be due. But if
he intended the bequest to consist of but fifty aurei, only
fifty will be payable. The same rule will apply where this was done
by means of a codicil.
10.
Julianus, Digest, Book XXXVII.
Where
a legacy is absolutely bequeathed to Titius, and he is deprived of
it under a certain condition, and dies while the condition is pending,
even though the condition should fail, the legacy will not belong
to the heir of Titius; for where a legacy once given is taken away
under a condition, the effect is the same as if in the first place
it had been left under the opposite condition.
(1)
Where a bequest is made as follows, "Let my heir pay ten aurei
to Titius, and if he should not pay them to Titius, let him pay
the said ten aurei to Sempronius," if Titius should die
before the day when the legacy vests, Sempronius can legally claim
the legacy, for it should be understood to have been transferred to
him.
11.
The Same, Digest, Book LIV.
Where
a testator bequeaths a slave, in general terms, and reserves Stichus,
he does not annul the legacy, but he weakens it;
12.
Ulpianus, On Sabinus, Book L.
As
the legatee cannot select Stichus.
13.
Marcianus, Institutes, Book VI.
The
Divine Severus and Antoninus stated in a Rescript that where a testator,
induced by some motive or other, in his last will mentioned one of
his freedmen as being of extremely bad character, he was considered
to have deprived him of all that had been left to him previously.
14.
Florentinus, Institutes, Book XI.
Legacies
which are void when granted, are not rendered valid by being suppressed;
as, for instance, after having appointed the master of a slave his
heir, the testator conditionally deprives the said slave of an absolute
bequest which he had made to him of the same. For where an absolute
bequest is taken away by imposing a condition, it is held to have
been bequeathed under the contrary condition, and therefore is confirmed.
This, however, does not apply where the legacy which was suppressed
was not valid in the first place.
(1)
The same reasons for which a legacy becomes void when bequeathed,
cause its suppression also to become of no force or effect; as, for
example, if you deprive a legatee of a part of his right of way, or
direct a slave to be only partly free.
15.
Paulus, On the Allotment of Freedmen.
Where
a slave bequeathed by a testator is alienated, and then repurchased
by him, he will not be due to the legatee, against whom an exception
on the ground of bad faith may be interposed. It is evident, however,
that he will not be barred by it if the legatee can prove that the
testator had renewed his intention to give him the slave.
16.
The Same, On the Law of Codicils.
It
makes no difference whether the legacy contained in the will is erased,
or taken away.
17.
Celsus, Digest, Book XXII.
There
is nothing to prevent a testator from correcting, changing, or revoking
a former will by a succeeding one.
18.
Modestinus, Differences, Book VIII.
If
a testator, during his lifetime, should give away to another the property
which he had bequeathed, the legacy will be absolutely extinguished,
nor do we make any distinction as to whether he disposed of his property
through necessity, or merely through inclination; so that if he gave
it away through necessity, the legacy will still be payable, but if
he disposed of it merely through inclination, it will not be payable.
This distinction, however, will not apply to a party who makes a donation
through liberality, for no one is liberal when impelled by necessity.
19.
The Same, Opinions, Book XI.
Modestinus
gave it as his opinion that if the deceased, by depriving Maevius
of a legacy which was bequeathed to him, did not intend to revoke
the trust with which he was charged, the heirs can be sued by virtue
of the trust; and this opinion shall be approved.
20.
Pomponius, On Quintus Mucius, Book I.
Although
I may transfer a legacy to a person who has not the right to receive
it under my will, or bequeath the legacy without the grant of freedom
to my own slave, even if they are not entitled to receive it, it will
still not be payable to the person who was deprived of the same.
21.
Licinius Rufinus, Rules, Book IV.
Only
he can be deprived of a legacy to whom it was bequeathed, and therefore
if a bequest should be made to the son or the slave of another, the
father or the master cannot be deprived of it.
22.
Papinianus, Opinions, Book VI.
An
heir appointed to a share of an estate also received a legacy by the
will. The testator afterwards regarded him with intense hatred, and
intended to make another will which he began, but could not finish,
and passed the party over without mentioning him. His rights of action
as heir could, indeed, not be denied him, but if he should claim the
legacy, he could be barred by an exception on the ground of bad faith.
23.
The Same, Opinions, Book VII.
A father,
having divided his property among his children, desired that his daughter
should receive the sum of three hundred aurei, derived from
the profit which he obtained from the advantages he enjoyed as the
chief Centurion of the Triarii; and he afterwards used this money
in acquiring a tract of land. Notwithstanding this fact, the brothers
and co-heirs of the sister will be still obliged to execute the trust,
for what was used for the benefit of the testator could not be held
to have been consumed. But, as he had apportioned his property among
his children, he intended that anything which had not been divided
should belong to them in common; and hence it was decided that the
land which had been acquired by means of funds derived from the office
in the army should also be divided, so that the daughter might receive
her share of the estate out of the amount paid for said land. This
also would be the case, if money had been included in the assets of
the estate.
24.
The Same, Opinions, Book VIII.
Where
a legacy bequeathed under a condition is transferred to another party,
it is held to have been transferred subject to the same condition,
unless it was one not attaching to the person of the first legatee.
For if anyone should bequeath property to his wife, provided she should
have children, and the legacy should be transferred, the condition
which was necessarily attached to the person of the first woman will
not be considered to have been repeated.
(1)
A father devised his gardens with all their appurtenances to his daughter,
and afterwards presented some of the slaves belonging to the said
gardens to his wife. Whether he confirmed the donation or not, his
last wishes will take precedence of the bequest to his daughter. But
even if the donation should not be valid, still the father will be
understood to have diminished the legacy of his daughter.
25.
The Same, Opinions, Book IX.
A testator
left to one of his heirs a tract of land as a preferred legacy, and
afterwards directed that certain rights of action, to the amount of
the purchase of said tract of land, should be assigned to another.
Afterwards, having sold the land without causing any injury to the
party entitled to it as a preferred legacy, he placed the price received
for the same among the property of his estate. I gave it as my opinion
that the rights of action should not be assigned to his co-heir.
26.
Paulus, Questions, Book IX.
Where
a legacy was bequeathed to a slave with his freedom, and he was afterwards
sold, and the bequest of his freedom was revoked, although such a
revocation is void with reference to a slave belonging to another,
still, the purchaser will not be entitled to the legacy. There is
reason in this, for the revocation will stand, as the slave can be
repurchased, just as the bequest of the legacy is valid when it is
made to one who, at the time the will was made, belonged to the testator,
but who, after having been sold, obtained his freedom by means of
a codicil.
(1)
What would be the case if the testator, during his lifetime, should
manumit a slave whom he had directed to be free by his will, and should
then revoke his grant of freedom by a codicil? Let us see whether
the mere revocation of his freedom would annul the legacy. Some authorities
think that it would, but a superfluous provision does not affect a
legacy.
27.
The Same, Questions, Book XXV.
When
a slave is bequeathed, and something is left to him, and he afterwards
should be sold, and deprived of what was bequeathed to him, the revocation
will be valid, because the legacy will take effect if the slave should
be repurchased.
(1)
Where a slave is bequeathed, and is manumitted during the lifetime
of the parties, and he is deprived of his legacy, the deprivation
will be of no force or effect; therefore he can take the legacy bequeathed
to him, for, even if he should again be reduced to slavery, his legacy
will still not be revived, for he is considered to be a new man.
28.
Valens, Trusts, Book V.
If
I should bequeath certain property to you, and ask you to deliver
it to Titius, and then should leave you the same property under a
trust, but should not request you to deliver it to anyone, the question
arises whether it is in your power to select the property under the
terms of the second trust in order to avoid the execution of the first
one. It has been established that it is better to take into consideration
the last provision of the will.
29.
Paulus, Sentences, Book III.
A
freedman who received a legacy by the first part of the will afterwards
was stigmatized by the testator as ungrateful in the same instrument,
and the testator having changed his mind, the freedman will not be
entitled to an action based on the will.
30.
Scaevola, Digest, Book XXX.
A testatrix
left several articles to her foster-child, and afterwards revoked
the bequest of some of them, and charged her heir to substitute others
in their stead, among which she desired twenty pounds of gold to be
bestowed, as follows: "In addition to this, I give and bequeath,
and I wish twenty pounds of gold to be given to her." She also
added: "And I charge you, Attius, above all, to care for and
protect your sister Sempronia, with due affection, and if you think
that she has returned to a good mode of life, leave her when you die
the abovementioned twenty pounds of gold; and, in the meantime, pay
her the income of said sum, that is to say, interest on the same at
the rate of six per cent." She afterwards transferred the same
twenty pounds of gold to her legatee, Maevius, by a codicil, and charged
him with a trust as follows: "I desire the twenty pounds of gold
which I have left to my foster-child, Sempronia, by my will, to be
given to Maevius, after taking security from him to pay five denarii
every month out of said sum to the said Sempronia, as long as
she may live, in addition to a hundred and twenty-five denarii
for her clothing; and this I beg you to do. I am certain that
you, Maevius, on account of your affection, will charge your heir
at your death to carry out my wishes with reference to my foster-child."
The question arose whether Maevius, as legatee, would, at the time
of his death, be compelled to pay the twenty pounds of gold to Sempronia,
as the heir Attius had been charged to do. The answer was that, according
to the facts stated, he could not be compelled to pay her the twenty
pounds of gold; but that the other things with which he had been charged
for the benefit of the foster-child must be furnished by Maevius and
his heir, as long as the said foster-child lived.
(1)
Titia, by her will, appointed her freedwoman Seia, who was also her
foster-sister, heir to a twelfth part of her estate. She left certain
lands to her freedman Pamphilus under a trust, among which were certain
fields of large extent, designated as being near Colon; and she afterwards,
by a letter, also gave other property to the same freedman, in which
letter she referred to Seia and Pamphilus as follows: "To my
heirs, Greeting. I wish that everything stated below be carried out,
as well as any provisions which I have already made with reference
to Pamphilus. If my foster-sister, Seia, should not become my heir
to the share of my estate to which I have appointed her, I wish all
the lands near Colon to be given to her." As the freedwoman Seia
rejected the share of the estate left her by will, and selected what
had been given to her by the codicil the question arose, if Pamphilus
should claim the same land under the terms of the trust, whether he
could be barred by an exception on the ground of bad faith. The answer
was that the trusts having reference to the lands, that is to say
to those which were situated near Colon, were considered to have been
transferred to the freedwoman Seia.
(2)
A testator requested his heirs that, if he should die in a province,
sixty aurei should be given to Lucius Titius, in order that
he might take charge of his body, and bring it back to his country.
He also added the following: "If anything remains of said sum
of money, I wish it to be given to him." On the same day he addressed
a codicil to his heirs, in the following terms: "If I should
happen to die either in the province or on my journey, I ask you to
have my body taken to Campania, and placed in the tomb of my children."
The question arose whether the testator, by this provision, tacitly
deprived Lucius Titius of anything remaining out of the above mentioned
sum of sixty aurei. The answer was that he should be considered
to have been deprived of it.
(3)
A father appointed his daughters by his will heirs to unequal portions
of his estate, and by the same will made a division of almost all
his property, and then he added the following: "All my remaining
property, as well as any liabilities attaching to my estate, shall
belong only to my two daughters namely, Prima and Secunda, or whichever
of them survives." He afterwards, by a codicil, made a very different
division of his property among them than he had done by his will,
and some of it he did not leave specifically to anyone. The question
arose whether the daughters, Prima and Secunda, could, under the terms
of the will, claim that they alone were entitled to the property which
was not specifically bequeathed to anyone by the last disposition
which their father made of his estate. The answer was that he did
not appear to have revoked his entire will, but had only made changes
with reference to certain property which he had disposed of in a different
manner.
(4)
A mother made the following provision in a letter concerning a legacy
and a share of her estate bequeathed to her son: "As I know that
my son Priscillianus is at the point of death, I consider it only
just and proper to bequeath to my brother Marianus, and my husband
Januarius, equal shares of that portion of my estate which I have
given to my son; and, in case he should die I do give and bequeath,
and I desire to be delivered to them anything else, in addition, which
I may leave to him." Priscillianus lived until after the will
was opened, and then died of the same disease. The question arose
whether the legacy left to him would, under the terms of the trust,
belong to Januarius and Marianus. The answer was that it could be
held that, if the son should die of the same disease from which he
was suffering at the time that the legacy would be absolutely transferred
to those with respect to whom the inquiry was made.
31.
The Same, Digest, Book XIV.
A
testator who had appointed his son heir to a part of his estate
left him also two tracts of land with the slaves and all the implements
belonging to the same. He also left several things to his wife, as
well as the slaves Stichus and Damas. But, having ascertained that
there was no steward in charge of one of the estates devised to his
son, he sent Stichus, and appointed him superintendent of the cultivation
of the said land, and gave him charge of the accounts relating to
the same. The question arose whether Stichus would belong to his wife
or his son. The answer was that, as the testator was mindful of the
matters for which he was provided in his will, Stichus, as steward,
would belong to the land to which he was transferred, and that the
wife could not claim him under the terms of the trust.
(1)
A certain individual bequeathed four fields to his mother, whom he
had appointed heir to a portion of his estate, and charged her to
deliver two of said fields to his father-in-law; and afterwards, by
a codicil, he suppressed the trust which he had created for the benefit
of his father-in-law. The question arose whether the said two fields
would belong to the mother as a preferred legacy. I answered that
there was nothing in the case stated why they should not belong to
her.
(2)
Seia, by her will, made a bequest of five pounds of gold. Titius accused
her of having ordered the death of her father. After the accusation
was made, Seia executed a codicil, but did not deprive her stepson
Titius of the legacy previously mentioned, and she died before the
accusation was heard. The case having proceeded to trial, it was decided
that the father of Titius did not lose his life on account of any
criminal act of Seia. As she did not by the codicil deprive Titius
of the legacy which she had given him by will, I ask whether it should
be paid to Titius by the heirs of Seia. The answer was that, according
to the facts stated, it was not due to them.
(3)
A certain individual, among other things, bequeathed his peculium
to his daughter, who was under his control. After he had made
his will, he collected money belonging to his daughter from a debtor
of the latter, and used it on his own account. I ask whether the daughter
can, on this ground, bring an action against her father's heirs. The
answer was that if she can prove that he did this without the intention
of depriving her of the legacy, she can bring the action.
32.
Venuleius, Actions, Book X.
It
is easy to take anything from, or add anything to a legacy, where
only a sum of money was bequeathed, but where certain corporeal property
is concerned, it is more difficult to express this in writing, and
the division is likely to be unintelligible.
(1)
Where the freedom bequeathed to slaves is taken away from them, nothing
is gained by specifically depriving them of their legacies.
Tit. 5.
Concerning doubtful matters.
1. Papinianus, Opinions, Book VII.
A testator
left the Maevian, or the Seian Estate to Titius. As several tracts
of land were mentioned in the records under the name of the Maevian
Estate, I answered that it did not appear that the deceased intended
all of said tracts to be included in the devise, provided the value
of the Seian Estate did not greatly differ from that of the Maevian
Estate.
2.
The Same, Opinions, Book IX.
Where
a legacy is bequeathed to or a trust is created for the benefit of
the citizens of a town, it is considered to have been left to the
town.
3.
Paulus, Questions, Book XIV.
Where
a sentence is ambiguous, we cannot interpret it both ways, but only
according to the intention of the testator. Therefore, where anyone
said something that he did not intend to say, he did not say what
the words mean, because this was not his intention; nor did he say
what he intended, because he did not make use of language suitable
for that purpose.
4.
The Same, Opinions, Book XIX.
Paulus
was of the opinion that, where a legacy is bequeathed dependent upon
compliance with a condition, it must undoubtedly be paid to certain
or uncertain persons in such a way that an action to compel the execution
of the trust will lie.
5.
The Same, Opinions, Book XIX.
Paulus
also gave it as his opinion that, where the name of the beneficiary
of a trust is not inserted in the will, there is no doubt whatever
that no person, either certain or uncertain, is entitled to the benefit
of the trust.
6.
Gaius, Trusts, Book I.
A certain
individual, having been sent into exile, made a will, and after appointing
an heir and making bequests to several persons added the following:
"If any one of my heirs or other friends whom I have mentioned
in this my will, or anyone else, should obtain my recall from the
Emperor, and I should die before I can manifest my gratitude to him,
I wish such-and-such a sum of money to be given by my other heirs
to him who does this." One of the heirs whom he had appointed
obtained his recall, but before the testator knew it he died. The
question arose as to the execution of the trust. Julianus, having
been consulted, gave it as his opinion that the trust should be executed;
and even if the party who obtained the recall of the testator was
neither his heir nor legatee, but one of his friends, that the latter
was entitled to the benefit of the trust.
(1)
If anyone should charge you to deliver his estate to his posthumous
heir, or a stranger;
7.
Marcianus, Trusts, Book III.
Or
if he should appoint you his heir along with his posthumous child,
or should bequeath legacies to both of you, or make you the beneficiaries
of a trust;
8.
Gaius, Trusts, Book I.
It
is asked if the posthumous child, whether he was born or not, could
prevent you from profiting by your share of the estate. I think it
is more proper to hold that if the posthumous child should not be
born, he will not enable you to share in the estate, but the whole
of it will belong to you, just as if it had been entirely left to
you in the first place; but if he should be born, both of you will
be entitled to what was left to each, and if one child is born, you
will be entitled to half the estate; if two are born, you will be
entitled to a third; and if three children are brought forth at once
(for triplets are also born), you will be entitled to a fourth of
the estate. And, even in our time, Serapias, an Alexandrian woman,
was presented to the Divine Hadrian with her five children, whom she
had had at a single birth. Where, however, more than three children
come into the world at the same time, the event is considered a prodigy.
(1)
Where a certain man, after having appointed several heirs, charged
one of them under a trust to deliver the share of the estate which
might come into his hands to any one of his co-heirs whom he might
select at the time of his death, it is absolutely certain that this
trust is a valid one; as it is not left to the discretion of the heir
of whom the request was made, whether he should deliver the property
at all, but to whom he prefers to deliver it. For it makes a great
deal of difference whether the testator places it in the power of
the trustee whom he desires to deliver, or not to deliver certain
property, or whether, after having imposed upon him the necessity
of delivering it, he grants him alone the unrestricted choice of distribution.
(2)
Where co-heirs are appointed to unequal shares of an estate, the question
arose whether the heir should be required to give each one equal shares,
or only shares in proportion to those to which they are appointed
heirs. It was decided that if the testator directed one of his heirs
to give up his share to his co-heirs, if they paid him a certain sum
of money, to which they were directed to contribute equally; it would
seem to be just that equal portions of the property should be given
to them by virtue of the trust. If, however, in the distribution of
said money, the testator intended that they should contribute unequal
shares, in order that they might correspond with the shares of the
estate to which they were entitled, it would appear to be reasonable
that, under the terms of the trust, the property should be delivered
to them in proportion to their respective shares of the estate.
9.
Paulus, Sentences, Book II.
Where
a donation is made between husband and wife, and the one to whom it
was made dies before the other, the property reverts to the one who
gave it. If both parties should die at the same time, in order to
decide the question, it was held that the donation was valid, and
that this was especially the case, because the donor who could claim
the property did not survive.
10.
Tryphoninus, Disputations, Book XXI.
A testator,
who had two minor children, substituted Titius for the one who might
die first. Both of them perished at the same time in a shipwreck.
The question arose whether the estate would pass to the substitute,
and to which one of the two minors he was to be considered the heir.
I said that if the brothers had died in the ordinary course of nature,
the brother of the one that died first would become his heir ab
intestato, and the substitute would succeed to the second one;
nevertheless, he would be entitled to the estate of the one that died
first, as it was included in that of the other. In the question proposed,
however, where both of them perished at once, and as neither brother
survived the other, should it be held that both of them died last,
or that neither of them died last, because the decision as to which
died last was dependent upon the fact that one of them died first?
The former opinion, however, namely, that the substitute is the heir
of both the minors, should prevail. For where a testator, who has
only one son, appoints a substitute for the one that dies last, he
is not considered to have made an invalid substitution; just as the
next of kin is understood where there is but one who does not precede
anyone else, and in this instance, as neither one of the brothers
survived the other, both of them are considered to have died first
and last.
(1)
Where a son and his father lost their lives in war, and the mother
claimed the estate of her son on the ground of his having died last,
and the relatives of her father declared that the son died first,
the Divine Hadrian decided that the father died first.
(2)
If a freedman should die at the same time as his son, the estate passes
by operation of law to the patron of the intestate freedman, unless
it is proved that the son survived his father. We hold that this is
the case on account of the respect attaching to the right of patronage.
(3)
Where a husband and a wife die at the same time, and a stipulation
with reference to the dowry was entered into providing that it should
belong to the husband, if the woman died during marriage, this will
take effect, if it is not proved that she survived her husband.
(4)
If Lucius Titius should lose his life at the same time as his son
who had reached the age of puberty, and whom he had appointed his
sole heir by his will, the son is understood to have survived the
father, and will be his heir under the will, and the estate of the
son will pass to the successors of the latter, unless the contrary
can be proved by the heirs of the father. If, however, the son, who
perished with the father, had not reached the age of puberty, it is
held that his father survived him, unless the contrary can be proved.
11.
Ulpianus, Disputations, Book VI.
Where
a legacy was left to the one of my relatives who may first ascend
to the Capitol, and two of them are said to have done so at the same
time, and it is not apparent which one arrived first, will the legacy
be prevented from taking effect? Or, it may be asked, what is the
rule if the testator made a bequest "to the one who should erect
a monument to him," and several of them erect one; or if a bequest
is made to one who is the older of two persons, and both of them are
of the same age; or where a legacy is bequeathed by the testator to
his friend Sempronius, and there are two persons of the same name
held in equal esteem? But if a legacy is bequeathed to two men of
the same name, for instance, to two called Sempronius, and one of
them is afterwards deprived of the legacy, and it does not appear
which one was meant; will the legacy be extinguished, so far as both
parties are concerned, or will its revocation be void? This question
may also arise where freedom is left to several slaves of the same
name, or to certain ones among them. The better opinion is that, in
all these cases, the legacies and the grants of freedom should take
effect, but where a revocation takes place it affects all the parties.
(1)
It is clear that if a female slave should receive her freedom under
the following provision, "Let her be free, if the first child
she bears is a male," and she brings forth a male and a female
child at a single birth, and it is certain which one was born first,
there should be no doubt with reference to her condition; that is
to say, whether she will be free or not; nor should there be any doubt
so far as that of the girl is concerned, for if she was born after
the boy, she will be freeborn. If, however, there is any uncertainty
in this respect, and it cannot be removed by judicial investigation,
where matters are doubtful it is better to adopt the more equitable
opinion, and to presume that the male child was born first, so that
the slave may obtain her freedom and her daughter be freeborn.
12.
Julianus, Digest, Book XXXVI.
Whenever
an usufruct is bequeathed to freedmen, and the ownership of the property
to the last survivor, the bequest is valid, for I think that, in this
instance, the property is left under the following condition: "If
he should be the last survivor."
13.
The Same, Digest, Book V.
Whenever
there is any ambiguous clause in the phraseology of an action or an
exception, it is most convenient to understand it in such a way that
the property to which it relates shall rather be preserved than be
lost.
14.
The Same, On Ambiguities.
Where
a man who had deposited two hundred aurei made the following
bequest, "I leave to Seius three hundred aurei, in addition
to the two hundred which I have deposited with him," these two
sums, taken separately, have a certain designation, but where they
are taken together, they give rise to ambiguity. It must, however,
be held that not three hundred, but five hundred aurei are
due, because the two sums are united.
(1)
Where anyone makes a bequest as follows, "Let my heir give to
Attius, together with Dion, the slave of Maevius, the Seian estate,"
there is some doubt as to whether the land was also left to Dion,
or whether Dion was bequeathed along with the land. It is better to
hold that not only the land, but also the slave Dion was left, and
especially if the testator had no good reason to bequeath a legacy
to Dion.
(2)
Where we frame a stipulation as follows: "If you do not furnish
such-and-such a slave, or such-and-such a tract of land, do you promise
to pay a hundred aurei?" The penalty will be due, whether
the stipulation is carried out or not; that is to say, the stipulation
will be binding, whether neither one nor the other act is performed.
It is evident that the same rule will apply where several things which
we desire to be done are specifically mentioned, and we stipulate
as follows, "If either of these things is not done," or,
for example, "Do you agree to appear for Stichus, Damus, and
Eros in court? If one of them is not represented, do you promise to
pay ten aurei?" It is necessary for the party to
appear for all of them, in order that the terms of the stipulation
may be complied with. Or that the case may be more clearly stated,
let us suppose the stipulation to be worded as follows: "Do you
promise to pay ten aurei if you do not appear for Stichus,
Damus, and Eros?" For we can have no doubt in this instance that
all of them must be represented.
(3)
There is a difference between the two following stipulations: "You
will pay So-and-So so much if such-and-such a thing, or such-and-such
a thing is not done," or, "If either of the things which
it has been agreed should be done, is not done, you will pay such-and-such
a sum," for while it is true that one or the other other is to
be done, it is not, for this reason, true that one or the other of
the two things is not to be done, for both of these propositions may
be true, although they are opposed to one another; because when the
meaning is not general, but has reference to some specific matter,
if any of it is true it renders the whole clause true. Just as, on
the other hand, two clauses containing statements which are opposite
are both false at the same time; for instance, where some children
of a testator die after reaching puberty, and others die before reaching
that age, since on the one hand it is incorrect to say that all of
them died under the age of puberty, and, on the other, it is also
incorrect to say that they all died after that age. This results because
the meaning is taken in a general sense, and in this case, if anything
is false, it renders the entire clause untrue. Therefore it should
be ascertained what the subject of the inquiry is, for if I should
say such-and-such a thing, or such-and-such a thing should not be
done, it ought to be asked if anything has not been done ? The effect
of the former proposition is that neither of the things should be
done; that of the latter that they both should be done. In the former
instance, it will be of no advantage to the person not to have done
one of the two things, if he did the other; and in the latter, it
will not benefit him if he proves that he has done one of the two
things, if he did not do the other.
(4)
Hence, if anyone should put the following interrogatory: "Did
you do any of those things with which you are charged?" and the
party says he did not, he means to say, "I did not do any of
those things with which I am charged," that is, "I did none
of them."
(5)
Where anyone inserts several things in a stipulation, one of which
he desires to be done, he should frame the stipulation as follows:
"Do you promise that such-and-such a thing, or such-and-such
a thing shall be done, and if neither of them is done, will you pay
such-and-such a sum?"
(6)
Moreover, if the head of a household should insert the following in
his will, "If a son or a daughter is born to me, let him or her
be my heir; but if neither a son nor a daughter should become my heir,
let Seius be my heir," he does not declare his purpose clearly
enough if he intended to appoint a foreign heir, only in case neither
his son nor his daughter should become his heir; for this should be
expressed as follows: "If neither my son nor my daughter should
become my heir." Sometimes, however, the former clause becomes
necessary; as, for example, where anyone who has a son and a daughter
desires to make both of them his heirs, and if only one of them should
become his heir, to appoint a stranger with him or her, or if neither
should become his heir, to substitute a stranger. That opinion, however,
should be adopted which seems rather to correspond with the intention
of the testator, so that if either a son or a daughter should be born
to him, a stranger shall not be admitted to the succession, unless
the testator expressly stated that this must be done.
15.
Marcianus, Institutes, Book VI.
If
anyone should make the following provision in his will, "Let
my heir pays ten solidi to the witnesses who sealed my will,"
Trebatius holds that the legacy is valid. Pomponius also considers
this to be true, because the will itself is confirmed by the production
of the witnesses. This opinion I think to be correct.
16.
The Same, Rules, Book II.
There
are certain matters in which at first it is difficult to arrive at
a conclusion, but in the end what has been done appears to be clear;
as, for instance, where a bequest has been made, and, while the legatee
is deliberating as to whether he will accept it or not, the heir transfers
the property in question to a third party. In this instance the transfer
will be void if the legatee should decide to accept the legacy; but
if he should reject it, the transfer will be valid. The case would
be the same if the heir should loan money belonging to the estate
which was bequeathed; for if the legatee did not reject it, it would
be held that the heir had loaned money belonging to someone else,
but if the legatee rejected the estate he would be held to have lent
his own money. But what if the money was expended? The same rule would
apply, in accordance with the circumstances of the case.
17.
The Same, Rules, Book III.
When
we consider the case of persons dying at the same time, as well as
the discussion of other matters; for example, where a mother stipulated
that the dowry of her daughter should be returned to her by the husband,
if her daughter should die during marriage, and the mother died at
the same time as her daughter, the question arises whether an action
based on the stipulation would lie in favor of the heir of the mother.
The Divine Pius stated in a Rescript that the stipulation would not
allow such an action to be brought, because the mother did not survive
the daughter. The question was also asked if a stranger who stipulated
for the return of a dowry should die at the same time as the husband,
or at the same time as the wife on whose account he entered into the
stipulation, could he transfer the right of action to his heir?
18.
Paulus, On Plautius, Book XII.
The
same rule applies where a dowry is left as a preferred legacy to a
wife, and she dies at the same time as her husband.
19.
Marcianus, Rules, Book III.
In
the following instance, where a minor and his brother, who was his
necessary heir, and was substituted for him, died at the same time,
the question arises whether the brother would be the heir to his brother
or not. Moreover, where two necessary heirs have been substituted
for one another, and they perished together, will both be considered
as the heirs of the testator, or will one of them be the heir of the
other, that is to say, if they had been asked to deliver the estate
to one another at the time of their death? In cases of this kind,
if they should die at the same time, and it does not appear which
of them was the first to lose his life, one of them will not be considered
to have survived the other.
(1)
However, with reference to the Falcidian Law, if a master dies at
the same time as his slaves, the latter will not be reckoned as forming
part of his estate at the time of his death.
20.
Ulpianus, On Sabinus, Book XXV.
Where
a legacy is bequeathed to relatives, and the said relatives have forfeited
their rights as such, but still remain citizens, it must be said that
they are entitled to the legacy, for they were members of the family
at the time when the will was executed. It is certain that if anyone
was not a member of the family when the will was made, but became
one through arrogation, at the time of the death of the testator,
he will, still more, be entitled to the legacy.
(1)
If anyone should make a bequest to his kindred, it is the same as
if he had made it to his relatives.
21.
Paulus, On Plautius, Book XII.
As
the Senate, in the time of the Divine Marcus, permitted bequests to
be made to corporations, there is no doubt that if a bequest is made
to a body which has a legal right to assemble, the latter will be
entitled to it. However, a legacy left to one which has no right to
assemble will not be valid, unless it is specially left to the members
composing the same, for the latter will then be permittted to receive
the legacy, not as an association, but as separate individuals.
22.
The Same, On Plautius, Book XIV.
Where
any ambiguity of language exists, the validity of a transaction will
depend upon the intention of the parties; for instance, if I should
stipulate for Stichus, and there are several slaves of that name;
or for a slave in general; or for something to be delivered at Carthage,
and there are two cities so called; and in every instance where doubt
arises, it must be considered that the contract was made in good faith
to be carried out in the place where it was most convenient, unless
it is clear that it has been drawn up contrary to law.
23.
Javolenus, On Cassius, Book V.
A
mother lost her life in a shipwreck at the same time as her son
who had reached the age of puberty. If it cannot be ascertained which
of them died first, it is more natural to suppose that the son lived
the longer.
24.
Gaius, On the Lex Julia et Papia, Book V.
Where
a woman perishes in a shipwreck, at the same time with her son who
is under the age of puberty, the son is understood to have lost his
life first.
25.
Marcellus, Digest, Book XI.
It
has been decided that where any statement, which is ambiguous, or
even incorrect, is made in a will, it should be interpreted favorably,
and in accordance with what is supposed to have been the intention
of the testator.
26.
Celsus, Digest, Book XXII.
"Let
him be liberated whom I may tell my heir I desire shall be given his
freedom, and let my heir be charged to give such-and-such a sum to
him whom I shall designate." The wishes of the testator should
be carried out, if the identity of the slave whom he had in his mind
can be established in any way.
27.
The Same, Digest, Book XXVI.
Where
any question arises as to the intention of the parties in a stipulation,
the ambiguity should be interpreted against the stipulator.
28.
Modestinus, Rules, Book I.
Where
a man desired one of his slaves to be manumitted, and it does not
appear which one the testator intended to be liberated, none of them
will be entitled to freedom under the terms of the trust.
29.
Javolenus, On the Last Works of Labeo, Book III.
A certain
individual that owned the slave Flaccus, who was a fuller, and Philonicus,
who was a baker, left to his wife the baker Flaccus; and the question
arose which of the slaves was due, and whether both of them were not
included in the legacy. It was held, in the first place, that that
slave was bequeathed whom the testator intended should form part of
the legacy. If this could not be ascertained, an investigation should
then be made to learn whether the master knew the names of his slaves.
If this was the case, the slave would then be due whom he mentioned
by name, even if he had made a mistake with reference to his trade.
Where, however, the names of the slaves were unknown to him, the baker
should be considered to be the subject of the legacy, just as if his
name had not been mentioned.
30.
Scaevola, Digest, Book XVIII.
A testator
manumitted several slaves by his will, and among them Sabina and Cyprogenia,
when each of them had reached the age of thirty years, and as soon
as they became free, he desired a certain sum of money to be given
to them; and he made the following provision, in which both slaves
were included: "I wish ten aurei to be given to Sabina
and Cyprogenia, each, when they arrive at the age above mentioned,
and, in addition to this, I desire ten aurei to be paid to
each of them every year, for their support, as long as they live."
The question arose whether support should be furnished to all the
slaves manumitted, or only to Sabina and Cyprogenia. The answer was
that, according to the facts stated, support seemed to have been bequeathed
to all of them.
Tit. 6.
Concerning bequests made by way of penalty.
1. Africanus, Questions.
Where
a son under paternal control or a slave is appointed an heir, and
the testator also illegally or insultingly bequeaths a legacy which
will operate as a penalty against the father or the master, it has
been held that the legacy is of no force or effect; for every bequest
included in a will which is prompted by a desire for revenge, whether
it is left to an heir or to anyone else who derives benefit from the
last will of the testator, must be considered void.
2.
Marcianus, Institutes, Book VI.
The
will of the testator distinguishes a penalty from a condition, and
whether it is a penalty, a condition, or a transfer that is referred
to in the legacy, must be ascertained from the intention of the deceased.
This the Divine Severus and Antoninus stated in a Rescript.
Tit. 7.
Concerning the rule of Cato.
1. Celsus, Digest, Book XXXV.
The
Rule of Cato is stated as follows, "Any legacy that would be
void if the testator died immediately after making his will will not
be valid no matter how long afterwards he may die." This rule
does not hold good in certain cases.
(1)
But what if anyone should make a bequest as follows: "Let such-and-such
a sum be paid to Titius, if I should die after the Kalends."
Shall we quibble with reference to this? For, in this instance,
if the testator should die immediately, it is better to hold that
the legacy was not bequeathed at all, than that it was bequeathed
illegally.
(2)
In like manner, if a tract of land left to you was yours at the time
the will was executed, and you alienated it during the lifetime of
the testator, you will be entitled to the bequest, but you will not
be entitled to it if the testator died immediately after having made
his will.
2.
Paulus, On Plautius, Book IV.
If,
however, a bequest should be made as follows, "If my daughter
should marry Titius," it is held to be valid if she should be
married at the time of the death of the testator, even though at the
time the will was made she was not marriageable.
3.
Papinianus, Questions, Book XV.
The
Rule of Cato is not applicable to either inheritances or legacies,
the time of the vesting of which is not to be referred to the date
of the death of the testator, but to that of the acceptance of the
estate.
4.
Ulpianus, On Sabinus, Book X.
It
is well established that the Rule of Cato is not applicable to the
conditional appointments of heirs.
5.
The Same, On Sabinus, Book XXII.
The
Rule of Cato does not apply to new laws.
Tit. 8.
Considering testamentary provisions which are considered as not having
been written.
1. Julianus, Digest, Book LXXVIII.
Where
anyone has been asked to write the bequest of an estate or a legacy
in a will to himself, the question arises whether the said bequest
of the estate or the legacy shall be considered as not having been
written; and also whether under an appointment made in this way, an
heir can have a substitute. The answer was that the portion of the
estate concerning which you have asked advice belongs to the substitute,
for when the Senate fixed the penalties of the Cornelian Law against
a person who, in a will, appointed himself heir or legatee of an estate,
he is also held to have, in the same way, rendered appointments of
an inveigling character void, as for instance, the following, "Let
Titius be my heir to the same portion of the estate for which he himself
has appointed me by his will," as provisions of this kind are
considered just as if they had not been inserted in the will.
2.
Alfenus Varus, Digest, Book V.
Where
the meaning of any testamentary provision cannot be ascertained, it
is just as if it had not been written, but the other provisions will
still be valid.
3.
Marcianus, Institutes, Book XI.
Anything
over and above a bequest for maintenance which is left to a criminal
sentenced to the mines is considered as not having been written, but
it is not forfeited to the Treasury, because the legatee is the slave
of a penalty, and not the slave of the Emperor. The Divine Pius stated
this in a Rescript.
(1)
If an heir or legatee, who was appointed, should be condemned to the
mines after the will has been executed, the estate or the legacy will
not be forfeited to the Treasury.
(2)
Likewise, if anything is left to the slave of another, and he is afterwards
purchased by the testator, the legacy will be extinguished; for any
bequests which are transferred to a place from which they cannot originate
are considered as not having been written.
4.
Ulpianus, On the Lex Julia et Papia, Book XIII.
Where
a bequest is made to anyone at a time when he is already dead, it
is considered as not having been written.
(1)
Moreover, where a legatee is in the power of the enemy at the time
that the will is made, and does not return from captivity, the legacy
is held not to have been written. This was also stated by Julianus.
5.
Paulus, Questions, Book XII.
When
anyone appoints himself the heir in a will by which he is directed
to deliver the estate to someone else, the trust with its burden will
still remain imposed upon him, even though what he has done will be
considered as not having been written. The same rule also applies
to the will of a soldier.
Tit. 9.
Concerning those who are deprived of their legacies as being unworthy
of them.
1. Marcianus, Institutes, Book VI.
The
Divine Severus and Antoninus stated in a Rescript that a freedman
to whom property had been bequeathed by the will of his patron should
be deprived of his legacy or trust as being unworthy of it, if, after
the death of his patron, he accused him of having been engaged in
some illegal transaction, even though he may have deserved a reward
for doing so.
2.
The Same, Institutes, Book XI.
If
an emancipated son, having been passed over, demands the possession
of the estate of his father, in opposition to his will, and enters
upon the estate as the substitute of a child under the age of puberty,
he will be entirely deprived of the estate, which will be forfeited
to the Treasury.
(1)
Again, if anyone should, contrary to law, marry a wife in a province
in which he exercises any public employment, the Divine Severus and
Antoninus stated in a Rescript that he could not retain anything which
he might have acquired by the will of his father; just as in the case
of a guardian who marries his female ward in violation of the Decree
of the Senate. Therefore, in both instances, if the person is appointed
an heir to the entire estate, and enters upon the same, there will
be ground for confiscation by the Treasury, for he will be deprived
of the estate as being unworthy of it.
(2)
On the other hand, however, this rule will not apply where a woman
has married a man who is administering a public office in a province,
nor to a female ward who has married her guardian unlawfully ; but
it is better to hold that she can take under the will, and should
not be rejected as unworthy of doing so.
(3)
The same rule will apply where anyone gives away the entire estate,
or a portion of the same, of some relative whom he has a right to
succeed, but who he does not know is still living, for he will be
deprived of the property as being unworthy.
3.
The Same, Rules, Book V.
The
Divine Pius decided that a person was unworthy (as Marcellus states
in the Twelfth Book of the Digest) who was clearly proved to have
permitted the woman by whom he was appointed heir to die through his
own negligence and fault.
4.
Ulpianus, On the Edict, Book XIV.
Papinianus,
in the Fifth Book of Questions, says that where anyone accuses an
heir of forging an appointment in a will, he will not be deprived
of a legacy with which his co-heir, whom he did not disturb, has been
charged.
5.
Paulus, On the Rights of the Treasury.
After
a legacy has once been accepted, it will still be lawful to prove
that the will was forged, and it will also be proper to claim that
it is void; but no allegation as to its being inofficious will be
permitted.
(1)
He who contends that a will is void and loses his case is not excluded
from any provision made in his favor. Therefore, anyone who, having
obtained a legacy, afterwards alleges that the will was forged, must
lose what he received under it. However, with reference to him who
received the legacy, and denies that the will is valid, the Divine
Pius made the following statement in a Rescript: "Although the
relatives of Sophro have received their legacies from the duly appointed
heir, still, if they have good reason to suppose that the heir is
not entitled to the estate, and that it belongs to them by the law
of intestacy, they can claim it under said law. It shall be determined
by the court, after proper examination, whether they should be excluded
from the estate or not, after due consideration of their persons,
their rank, and their ages."
(2)
It has been well established that where a guardian has been appointed,
and excuses himself from administering his trust, he will lose whatever
he was entitled to under the terms of the will. If, however, he has
already obtained it, he will not be allowed to excuse himself. I think
that this rule will not apply to one who has only received a legacy,
and having been requested by the mother of the minor to become his
guardian, prefers to excuse himself; for, in this instance, he did
nothing contrary to the will of the deceased. But the legacy which
was refused to the guardian will not pass to the Treasury, but will
be left to the son whose interests have been abandoned by the legatee.
(3)
If a father or a master should attack a will, an action will be denied
him, where the legacy is left either to his son or his slave, if they
would obtain any advantage from the same. A different opinion must
be given where the said legatee has received the sole benefit of the
bequest.
(4)
Where anyone entitled to a legacy is requested to manumit his slave,
and anything is given to the slave by the will, it must be said that
the act of the master will not prejudice the slave; and he should
be purchased by the Treasury in order to be manumitted, provided the
master is willing to sell him; but one who has refused to take under
the will cannot be compelled to do this.
(5)
If a son under paternal control alleges that the will is forged, let
us consider whether an action should be refused his father. I think
that if he made the accusation against the will of his father, an
action should not be denied the latter.
(6)
If anyone to whom I am charged to pay a legacy under a trust should
say that the will is forged, I will be obliged to pay the legacy to
the Treasury.
(7)
Where anyone who alleges that a will is forged becomes the heir of
the legatee, or of the heir who is appointed, it must be held that
his statements will not prejudice him.
(8)
The case is similar where a person alleges that a will is inofficious.
(9)
Indulgence must be shown to the person who makes the accusation on
account of his age, and especially if his guardian or curator desires
to prove that the will is either forged, or inofficious. This the
Emperors Severus and Antoninus stated in a Rescript.
(10)
An action should be refused to those who have given testimony in favor
of a party who alleged that the will was forged. This was decreed
by the Divine Severus.
(11)
Some authorities think, and very properly, that those should be refused
an action who aided the accuser, or became sureties for him.
(12)
Some authorities think that a Governor who declared a will to be forged
is unworthy, if the heir who was appointed under it gains the case
on appeal.
(13)
In every instance, the requirements of his office will be sufficient
excuse for the Advocate of the Treasury who has given assistance to
the designs of the accuser.
(14)
Where anyone attacks the principal will, he ought to be excluded from
the benefits of the second, as well as from those granted by a codicil
subsequently executed, even though they may not be confirmed by it.
The same rule should not be followed where the party attacks the second
will or the codicil, because, in this instance, he is not considered
to have impugned the validity of both instruments.
(15)
Let us consider whether a slave who attempted to break the will by
his testimony should be deprived of the freedom granted him by the
said will. He is not worthy to obtain the benefit of the trust, and
so far as his liberty is concerned, the Divine Pius decided that he
should be deprived of it.
(16)
Where a party is appointed a guardian, he cannot, by alleging that
the will was forged, be excused from serving in that capacity, but
he can be excluded from the benefit of the legacy.
(17)
Anyone who received from a testator a donation mortis causa does
not, in this respect, resemble a legatee.
(18)
The case is different with him who, under the terms of a will, is
directed to receive something from a legatee, or a slave who is to
be liberated conditionally, for he can be excluded as being unworthy.
(19)
The Divine Pius and Marcus decided that under such circumstances the
appointed heir should be excluded from the benefit of the Falcidian
Law.
(20)
All those who are rejected as being unworthy shall be excluded from
participating in the reward which, according to the Edict of the Divine
Trajan, should be given to those who accuse themselves.
6.
Marcellus, Digest, Book XXII.
It
was stated by the Emperor in a Rescript that an heir shall not retain
the fourth part of an estate if he has appropriated any of the assets
of the same; and therefore if the deceased left an estate of four
hundred aurei, and the heir should abstract a hundred of them,
and retain a quarter of the three hundred, that is to say, seventy-five,
and give to the legatees two hundred and fifty, he must also give
them seventy-five out of the hundred which he stole, and the remainder,
that is to say, twenty-five, will be forfeited to the Treasury.
7.
Modestinus, Differences, Book VI.
Where
anyone alleges that the will of Titius is forged, and does not prove
his allegation, he will not be prevented from becoming the heir of
the heir of Titius, because he does not succeed directly to the estate
of Titius.
8.
The Same, Rides, Book IX.
Where
an heir has been declared unworthy, and deprived of an estate, any
rights of action which may have been merged cannot be restored to
their original condition.
9.
Ulpianus, On the Lex Julia et Papia, Book XIV.
If
mortal hatred should have arisen between a legatee and the testator,
and it should be probable that the latter was unwilling that he to
whom a legacy, or the benefit of a trust was bequeathed, should enjoy
the benefit of the same, the better opinion is that the legacy cannot
be claimed by him.
(1)
Again, where he has openly and publicly abused the testator, and made
malicious speeches against him, the same rule will apply.
(2)
Where, however, the civil condition of the testator is the cause of
the controversy, raised by the legatee, the latter will not be entitled
to what has been left him, which will, in this instance, immediately
be forfeited to the Treasury.
10.
Gaius, On the Lex Julia et Papia, Book XV.
He
is guilty of a fraud against the law who tacitly agrees to deliver
what is left to him, or anything else, to a person who is legally
prohibited from taking under the will, whether he gives a written
instrument to this effect, or undertakes to do so by a mere promise.
(1)
Where anyone was charged to deliver certain property to someone who
can take under a will, and who, at the time of death, has been forbidden
to do so, I have no doubt that although the trust is extinguished,
it should still remain with him who was asked to deliver the property,
because no fraud is held to have been committed by him, unless he
bound himself with reference to what he knew would occur; that is
to say, that he would deliver the property to the beneficiary even
though he might be legally incapacitated from receiving it.
(2)
It has very properly been held that if the father of a son who is
under his control makes a tacit agreement, this should not prejudice
the son, because he is obliged to obey his father.
11.
Papinianus, Questions, Book XV.
Where
an heir has entered into an illegal tacit agreement, he cannot avail
himself of the Falcidian Law with reference to the portion which was
the subject of the fraudulent contract. This rule was established
by the Senate. Where, however, the share of the estate to which he
was appointed heir is larger than that which he fraudulently agreed
to deliver, he can retain the Falcidian fourth from the excess of
his share under the will.
12.
The Same, Questions, Book XVI.
Where
a certain man appointed heirs whom he had no right to select, although
designation of this kind is not valid, and the first will is not broken
in consequence, still, the Senate long since decreed that the heirs
who were entitled to the estate under the last will of the deceased
should be deprived of the same as unworthy. This the Divine Marcus
decided with reference to a person whose name the testator had erased
from his will, after it had been executed, for he sent the case to
the Prefects of the Public Treasury. The legacies left by the will,
however, remained unimpaired. With reference to the preferred legacies
bequeathed to the heir, a question as to the intention of the testator
may arise, and these legacies will not be refused to him, unless it
clearly appears that the intention of the testator was otherwise.
13.
The Same, Questions, Book XXXII.
Claudius
Seleucus to his friend, Papinianus, Greeting. Maevius, having been
condemned for adultery with Sempronia, married the said Sempronia,
who had not been convicted of the offence, and he, at his death, appointed
her his heir. I ask whether the marriage was legal, and whether the
woman could be admittted to the succession. I answered that a marriage
of this kind could not stand, and that the woman was not entitled
to the benefit of the estate, but what was left by the will would
be forfeited to the Treasury. Even though in a case of this kind the
woman should appoint her husband her heir, we hold that he should
be deprived of the estate as being unworthy of the same.
14.
The Same, Questions, Book XXXIII.
Where
a woman has been living with a soldier as his concubine, even if the
said soldier should die within a year after his discharge, after having
made a will in favor of the woman, I have recently given you as my
opinion that she cannot enjoy the benefit of such a will executed
in accordance with military law, and whatever is left her will belong
to the Treasury.
15.
The Same, Opinions, Book VI.
An
heir who alleges that a codicil is false, and does not prove his case,
shall not be deprived of the estate. If, however, his co-heir was
charged by the same codicil with a trust for his benefit, an action
to compel the execution of the trust will be refused him. Therefore,
if the deceased made a distribution of his property among his heirs
by means of the codicil, the party who asserts that it is forged will
retain his hereditary share, except where a legacy has been left to
him in trust; but he cannot enjoy the benefit of the Falcidian Law,
if, in that part of the estate which he forfeited there should be
enough property to make up for the Falcidian portion which he lost
under the just principle of set-off.
16.
The Same, Opinions, Book VIII.
Where,
by a second will, a father made a pupillary substitution of his nephews
for his son, who was under the age of puberty, and who had already
been appointed the co-heirs of the latter, and the said nephews, substituted
after the death of the minor, accused his mother of having produced
a spurious child, in order to obtain the estate on the ground of intestacy,
I answered that if they lost their case they should be deprived of
the share of the estate to which they were entitled by the substitution,
because a decree with reference to the will had not been rendered
in their favor.
(1)
As it is not considered a disgrace for a woman to become the concubine
of a man who is not her patron, an action to recover what was left
him by her will will not be denied to him who kept a woman as a concubine.
Our most illustrious Emperors took this view in the case of Cocceius
Cassianus, a man of the highest rank, who had greatly favored Rufina,
a freeborn woman, to whom he was much attached, and whose daughter
he had referred to in his will as his foster-child, and had appointed
co-heir with his granddaughter, although it was afterwards ascertained
that she was illegitimate.
(2)
It was decided by the Divine Marcus that where a testator, having
unsealed his will, erased the name of an heir through having changed
his mind, and, in consequence of this, his share was adjudged to be
forfeited to the Treasury, this fact would not prejudice the legatees
with reference to whom the intention of the testator remained unaltered,
and therefore that the share of the aforesaid heir would go to the
Treasury with all its burdens.
17.
The Same, Opinions, Book XIII.
I held
that an heir who, being aware of the murder of the deceased, failed
to avenge his death should be compelled to surrender all the profits
of the estate, without being able to legally demand that the rights
of action which had been merged when he obtained the estate should
be restored to their former condition. Where, however, the heir has
been misled by his ignorance of the crime, he will be entitled to
the same defence, as a bona fide possessor, so far as the profits
collected before the controversy arose are concerned; and in this
case his demand that the rights of action which have been merged shall
be restored to their former condition will not be improperly made.
18.
The Same, Opinions, Book XV.
I gave
it as my opinion that a person who fraudulently undertook the execution
of a trust could be compelled to also surrender those profits which
he had collected before legal proceedings were instituted; for he
is not considered to have been a bona fide possessor; just
as is the case with those who hold property which is claimed by the
Treasury. I held that, after the controversy arose with reference
to the execution of a trust of this description the value of the profits
previously collected, together with the interest on the same, should
be surrendered; and this applies to all the profits for which a price
has been paid, but if the party had used the profits himself, only
their value without interest should be refunded. The Divine Severus
in a case of this kind graciously decreed that only the profits of
the property, and not the interest on the same, would be due without
any distinction of the time when they had been collected. This is
the practice at the present time.
(1)
Where all the property of an estate has been forfeited to the Treasury
on account of the execution of a trust fraudulently undertaken, it
is not proper that the heir should remain subject to the burden of
the debts of the estate. The same rule applies where the death of
the testator is not avenged. If, however, the heir has sustained any
loss by entering upon the estate through the merger of rights of action
or of servitudes, he will not be considered worthy of the relief of
restitution.
(2)
An heir, having been appointed to a share of an estate, received the
devise of a tract of land, and agreed to deliver what he had received
to a person who was legally incapable of receiving the same. Although
the devise was not legal, so far as his share was concerned, that
is to say, the portion to which he was entitled as heir, still, I
gave it as my opinion that his right to the land was unimpaired, for
neither the rule of law nor the difference of possession could accomplish
the division of the will of the testator.
19.
Paulus, Opinions, Book XVI.
If
the appointed heirs are deprived of the estate because the testator,
having changed his mind, desired to make another will and was prevented
by them from doing so, he will be considered to have entirely revoked
his former will.
20.
Hermogenianus, Epitomes of Law, Book III.
A husband
who does not avenge the death of his wife shall be deprived of her
dowry as being unworthy.
21.
Paulus, Sentences, Book III.
The
shares of the estates of freedmen that have lost their lives under
suspicious circumstances, which are due to patrons who neglect to
avenge their death, shall be forfeited to the Treasury. For all heirs,
as well as those who occupy the position of heirs, are required, as
a matter of duty, to avenge the death of the deceased.
22.
Tryphoninus, Disputations, Book V.
For
the best of reasons, it can be maintained that a guardian who alleges
in the name of his ward that a will is forged or inofficious, but
is unable to prove his contention, does not lose his legacy. And even
if he charges a freedman of the father of his ward with a capital
crime, in the name of the latter, he shall not be excluded from possession
of the estate in opposition to the terms of the will, because the
requirements of his duty, and his responsibility as guardian should
excuse him; nor can anyone convict a guardian of malicious prosecution
who brings an accusation in the name of his ward, and not through
any enmity entertained by himself, but, perhaps, induced by the representations
of the mother of the ward, or at the instigation of the freedmen of
the father. If a guardian accuses anyone of a crime in the name of
his ward, and does not prosecute the case, because, in the meantime,
the ward has arrived at the age of puberty, it must not be said that
he has become liable to the Turpillian Decree of the Senate, as the
rights are distinct, even though several are united in the same person,
for the rights of a guardian are one thing, and those of a legatee
another; and where a guardian brings an accusation, not in his own
name, but in that of his ward, he does not deserve punishment. Finally,
property left to a ward by a will under such circumstances is lost,
unless it is preserved by order of the Emperor; to such an extent
is he the defender, and, as it were, the patron of him who makes the
accusation. Sabinus says the same thing in his works on Vitellius.
23.
Gaius, On Implied Trusts.
Where
any heir whosoever, having been tacitly requested by the will of a
testator to deliver to some person not entitled to receive it a fourth
part of the estate to which he is entitled under the Falcidian Law,
there will also be ground for the application of the Decree of the
Senate; for there is not much difference between a trust of this kind
and one where an heir is charged to give property which he has received
from an estate to a party who is incapable of receiving it.
24.
Papinianus, Questions, Book XVIII.
Where
a son denies that his father's will is valid, as the controversy relates
to the legality of the instrument, and he does not attack the testamentary
provisions made by his father, or accuse him of any offence, he will
retain what was left him by the deceased.
25.
The Same, Opinions, Book XIV.
Where
a son-in-law appoints his father-in-law his heir, the sole incentive
of paternal affection will not permit any suspicion to attach to the
implied execution of the trust.
(1)
Claudius, in the Thirtieth Book of the Digest on Scaevola, remarks
that if the party to whom an unlawful bequest was made should die
during the lifetime of the testator, the bequest will not be forfeited
to the Treasury, but will remain in the hands of him who was charged
with the execution of the trust.