Corpus iurisprudentiae Romanae

Repertorium zu den Quellen des römischen Rechts

Digesta Iustiniani Augusti

Recognovit Mommsen (1870) et retractavit Krüger (1928)
Convertit in Anglica lingua Scott (1932)
Dig. V4,
Si pars hereditatis petatur
Liber quintus
IV.

Si pars hereditatis petatur

(Concerning Actions for the Recovery of a Portion of an Estate.)

1Ul­pia­nus li­bro quin­to ad edic­tum. Post ac­tio­nem, quam pro­pos­uit prae­tor ei qui ad se so­lum he­redi­ta­tem per­ti­ne­re con­ten­dit, con­se­quens fuit et ei pro­po­ne­re qui par­tem he­redi­ta­tis pe­tit. 1Qui he­redi­ta­tem vel par­tem he­redi­ta­tis pe­tit, is non ex eo me­ti­tur quod pos­ses­sor oc­cu­pa­vit, sed ex suo iu­re: et id­eo si­ve ex as­se he­res sit, to­tam he­redi­ta­tem vin­di­ca­bit, li­cet tu unam rem pos­si­deas, si­ve ex par­te, par­tem, li­cet tu to­tam he­redi­ta­tem pos­si­deas. 2Quin im­mo si duo pos­si­deant he­redi­ta­tem et duo sint, qui ad se par­tes per­ti­ne­re di­cant, non sin­gu­li a sin­gu­lis pe­te­re con­ten­ti es­se de­bent, pu­ta Pri­mus a Pri­mo vel Se­cun­dus a Se­cun­do, sed am­bo a Pri­mo et am­bo a Se­cun­do: ne­que enim al­ter Pri­mi, al­ter Se­cun­di par­tem pos­si­det, sed am­bo utrius­que pro he­rede. et si pos­ses­sor et pe­ti­tor pos­si­deant he­redi­ta­tem, cum unus­quis­que eo­rum par­tem di­mi­diam he­redi­ta­tis si­bi ad­se­rat, in­vi­cem pe­te­re de­be­bunt, ut par­tes re­rum con­se­quan­tur: aut si con­tro­ver­siam si­bi non fa­ciunt he­redi­ta­tis, fa­mi­liae her­cis­cun­dae ex­per­i­ri eos opor­te­bit. 3Si ego ex par­te me di­cam he­redem, co­he­res au­tem meus pos­si­deat he­redi­ta­tem cum ex­tra­neo, cum non plus co­he­res ha­be­ret sua par­te, utrum a so­lo ex­tra­neo an ve­ro et a co­he­rede de­be­rem pe­te­re he­redi­ta­tem, quae­ri­tur. et Pe­ga­sus fer­tur ex­is­ti­mas­se a so­lo ex­tra­neo me pe­te­re de­be­re eum­que re­sti­tu­tu­rum quid­quid pos­si­det, et for­tas­sis hoc of­fi­cio iu­di­cis de­beat fie­ri: ce­te­rum ra­tio fa­cit, ut a duo­bus pe­tam he­redi­ta­tem, hoc est et a co­he­rede meo, et il­le quo­que di­ri­gat ac­tio­nem ad­ver­sus ex­te­rum pos­ses­so­rem: sed Pe­ga­si sen­ten­tia uti­lior est. 4Item si, cum me ex par­te di­mi­dia he­redem di­ce­rem, trien­tem he­redi­ta­tis pos­si­de­rem, de­in­de re­si­duum sex­tan­tem ve­lim per­se­qui, qua­li­ter agam vi­dea­mus. et La­beo scri­bit uti­que par­tem di­mi­diam me pe­te­re de­be­re a sin­gu­lis: sic fie­ri ut a sin­gu­lis sex­tan­tem con­se­quar, et ha­be­bo bes­sem: quod ve­rum pu­to: sed ip­se te­ne­bor ad re­sti­tu­tio­nem sex­tan­tis ex trien­te quem pos­si­de­bam. et id­eo of­fi­cio iu­di­cis in­vi­cem com­pen­sa­tio erit ad­mit­ten­da eius quod pos­si­deo, si for­te co­he­redes sint a qui­bus he­redi­ta­tem pe­to. 5In­ter­dum prae­tor in­cer­tae par­tis he­redi­ta­tis pe­ti­tio­nem in­dul­get ido­neis cau­sis in­ter­ve­nien­ti­bus: ut pu­ta est de­func­ti fra­tris fi­lius, sunt et uxo­res de­func­to­rum fra­trum prae­gna­tes: quam par­tem fra­tris fi­lius he­redi­ta­tis vin­di­cet in­cer­tum est, quia quot edan­tur fra­trum de­func­ti fi­lii in­cer­tum est. ae­quis­si­mum igi­tur est in­cer­tae par­tis vin­di­ca­tio­nem ei con­ce­di. non au­den­ter ita­que di­ce­tur, ubi­cum­que me­ri­to quis in­cer­tus est quam par­tem vin­di­cet, de­be­re ei in­cer­tae par­tis vin­di­ca­tio­nem con­ce­di.

1Ulpianus, On the Edict, Book V. After the action which the Prætor promises to grant to a party who alleges that the entire estate belongs to him, it follows that he should grant an action to him who demands a share of the estate. 1Where anyone brings suit for an estate, or for a portion of the same, he does not base his claim upon the amount which the possessor holds, but upon his own right; and therefore, if he is the sole heir, he will claim the entire estate, although the other party may be in possession of only one thing; and if he is an heir to one share of it he will demand a share, even though the other party may be in possession of the entire estate. 2Nay, more, where two parties are in possession of an estate, and two others allege that certain shares belong to them, the latter are not required to be content with making their claims against the two in possession; as, for instance, the first claimant against the first possessor, or the second against the second possessor, but both should bring suit against the first, and both against the second; for one has not the possession of the share claimed by the first, and the other possession of that claimed by the second, but both are in possession of the shares of each of the others, in the character of heirs. Where the possessor and plaintiff both have possession of the estate, each of them alleging that he is entitled to half of it, they must bring suit against one another, in order to obtain their shares of the property; or, if they do not raise any controversy on the ground of inheritance, they must bring suit for partition of the estate. 3Where I claim to be the heir to a share of an estate, and my co-heir, together with a stranger, is in possession, since my co-heir has no more than his share, the question arises, whether I must bring suit for the recovery of the estate against the stranger alone or against my co-heir also? Pegasus is said to have held the opinion that I should bring suit against the stranger alone, and that he must surrender whatever he has in his possession; and perhaps this should be ordered by the court upon application. Reason, however, suggests that I ought to bring suit for recovery of the estate against both of them; that is to say, against my co-heir also, and the latter ought to bring suit against the possessor who is a stranger. The opinion of Pegasus is, however, the more equitable one. 4Moreover, if I claim to be heir to half of the estate, and I am in possession of a third of the same, and I desire to obtain the remaining sixth let us consider what plan I should adopt. Labeo states that I should bring suit against each one for half, so that the result will be that I should obtain a sixth part from each of them, and shall then have two thirds. This I think to be correct, but I myself will be required to surrender one sixth of the third which I formerly possessed; and therefore the judge in the discharge of his duty must direct me to set off what I possess, if my co-heirs are the parties from whom I am claiming the estate. 5The Prætor sometimes grants permission to bring suit for a portion of an estate which is not certainly ascertained, where proper cause exists; for instance, where there is a son of a deceased brother, and the surviving wives of other deceased brothers are pregnant. In this case it is uncertain what portion of the estate the son of the deceased brother can claim, because it is not known how many children of the other deceased brothers will be born. Therefore, it is perfectly just that the claim of a share which is not known should be granted to the son; so that it may not be too much to say that where anyone is reasonably doubtful as to what share he should bring suit to recover, he ought to be permitted to claim a share which is as yet uncertain.

2Gaius li­bro sex­to ad edic­tum pro­vin­cia­le. Si ex plu­ri­bus, ad quos ea­dem he­redi­tas per­ti­net, qui­dam ad­ie­rint, qui­dam ad­huc de­li­be­rent: eos qui ad­ie­rint, si pe­tant he­redi­ta­tem, non ma­io­rem par­tem pe­te­re de­be­re, quam ha­bi­tu­ri es­sent ce­te­ris ad­eun­ti­bus: nec eis prod­erit, si ce­te­ri non ad­ie­rint. non ad­eun­ti­bus au­tem ce­te­ris pot­erunt tunc par­tes eo­rum pe­te­re, si mo­do ad eos per­ti­ne­rent.

2Gaius, On the Provincial Edict, Book VI. Where the same estate belongs to several persons some of whom enter upon the same, and others deliberate as to its acceptance, it is held that if those who enter bring an action to recover the estate, they should not sue for a larger share than they would have had if the others had entered upon it; nor will it be of any advantage to them if the others do not enter. But if the others do not enter, they can then bring suit for the shares of the latter, provided they are entitled to them.

3Pau­lus li­bro sep­ti­mo de­ci­mo ad Plau­tium. An­ti­qui li­be­ro ven­tri ita pro­spe­xe­runt, ut in tem­pus nas­cen­di om­nia ei iu­ra in­te­gra re­ser­va­rent: sic­ut ap­pa­ret in iu­re he­redi­ta­tium, in qui­bus qui post eum gra­dum sunt ad­gna­tio­nis, quo est id quod in ute­ro est, non ad­mit­tun­tur, dum in­cer­tum est, an nas­ci pos­sit. ubi au­tem eo­dem gra­du sunt ce­te­ri quo et ven­ter, tunc quae por­tio in sus­pen­so es­se de­beat, quae­sie­runt id­eo, quia non pot­erant sci­re, quot nas­ci pos­sunt: id­eo nam mul­ta de hu­ius­mo­di re tam va­ria et in­cre­di­bi­lia cre­dun­tur, ut fa­bu­lis ad­nu­me­ren­tur. nam tra­di­tum est et quat­tuor pa­ri­ter puel­las a ma­tre fa­mi­lias na­tas es­se: alio­quin tra­di­de­re non le­ves auc­to­res quin­quies qua­ter­nos eni­xam Pe­lo­po­nen­si, mul­tas Ae­gyp­ti uno ute­ro sep­te­nos. sed et tre­ge­mi­nos se­na­to­res cinc­tos vi­di­mus Ho­ra­tios. sed et Lae­lius scri­bit se vi­dis­se in Pa­la­tio mu­lie­rem li­be­ram, quae ab Ale­xan­dria per­duc­ta est, ut Ha­d­ria­no os­ten­de­re­tur, cum quin­que li­be­ris, ex qui­bus quat­tuor eo­dem tem­po­re eni­xa, in­quit, di­ce­ba­tur, quin­tum post diem qua­dra­gen­si­mum. quid est er­go? pru­den­tis­si­me iu­ris auc­to­res me­die­ta­tem quan­dam se­cu­ti sunt, ut quod fie­ri non ra­rum ad­mo­dum pot­est, in­tue­ren­tur, id est quia fie­ri pot­erat, ut tre­ge­mi­ni nas­ce­ren­tur, quar­tam par­tem su­per­sti­ti fi­lio ad­sig­na­ve­rint: τὸ γὰρ ἅπαξ ἢ δίς, ut ait Theo­phras­tus, παραβαίνουσιν οἱ νομοθέται. id­eo­que et si unum pa­ri­tu­ra sit, non ex par­te di­mi­dia, sed ex quar­ta in­ter­im he­res erit:

3Paulus, On Plautius, Book XVII. The ancient authorities were so solicitous to maintain the interest of an unborn child who would be free at birth, that they reserved all its rights unimpaired until the time it was to be born. This is apparent in the law of succession concerning those who are in a more remote degree of relationship than the unborn child, and who are not admitted to the succession, as long as it is uncertain whether or not a child will be born. Where, however, there are others in the same degree of relationship as the one that is unborn, then the question has arisen what share of the estate should remain in suspense, since it is impossible to ascertain how many may be born; hence, there are so many various and incredible accounts given with reference to this matter that they are usually classed with fables. It is said that four daughters were born of a married woman at a single birth; and, also, certain writers, who are not unreliable, have stated that five children were born of a Peloponnesian woman on four different occasions, and that many Egyptian women have had several children at once. We have seen three brothers, the Horatii, Senators, of one birth, girded for battle; and Lælius states that he had seen a free woman on the Palatine Hill who had been brought from Alexandria in order to be shown to Hadrian with her five children, four of whom he alleges she was said to have brought forth at one time, and the fifth four days afterwards. What conclusion must then be arrived at? Authors learned in the law have taken a middle course, namely, they have considered what might not very rarely occur; and as three might happen to be born on one occasion, they assigned a fourth share to the son already born; for (as Theophrastus says) what happens once or twice, legislators pay no attention to, and therefore if a woman is actually about to bring forth only one child, the heir that is living will be entitled, not to half of the estate, but only to a fourth of the same:

4Ul­pia­nus li­bro quin­to de­ci­mo ad edic­tum. et si pau­cio­res fue­rint na­ti, re­si­duum ei pro ra­ta ad­cres­ce­re, si plu­res quam tres, de­cres­ce­re de ea par­te ex qua he­res fac­tus est.

4Ulpianus, On the Edict, Book XV. And where a less number are born, his share will increase in proportion; and if more than three are born, there will be a decrease in the share to which he became the heir.

5Pau­lus li­bro sep­ti­mo de­ci­mo ad Plau­tium. Il­lud scien­dum est, si mu­lier prae­gnans non sit, ex­is­ti­me­tur au­tem prae­gnans es­se, in­ter­im fi­lium he­redem es­se ex as­se, quam­quam igno­ret se ex as­se he­redem es­se. 1Idem est in ex­tra­neo, si ex cer­ta por­tio­ne he­res in­sti­tu­tus sit, ex re­li­qua pos­tu­mi. quod si for­te ita in­sti­tu­tio fac­ta est: ‘quot­cum­que mi­hi na­ti erunt et Lu­cius Ti­tius pro vi­ri­li­bus por­tio­ni­bus he­redes mi­hi sun­to’, ha­be­bit hae­si­ta­tio­nem, num­quid ad­ire non pos­sit, at­que qui in tes­ta­men­to por­tio­nem suam ne­scit. sed uti­lius est pos­se eum ad­ire qui ne­scit por­tio­nem, si ce­te­ra, quae opor­tet eum sci­re, non igno­ret.

5Paulus, On Plautius, Book XVII. The following should be borne in mind, namely, that if a woman is not pregnant, but it is thought that she is, her son in the meantime is sole heir to the estate, although he is not aware that he is such. 1The same rule applies in the case of a stranger, where he is appointed heir to a certain portion of an estate, and posthumous children to the remainder. But if the appointment of heirs should happen to be made in the following terms: “All children born to me, together with Lucius Titius, shall be heirs to equal shares”; doubt may arise whether he cannot enter upon the estate, just as one who did not know to what share he was entitled under the will. It is more advantageous, however, that he should be enabled to enter upon the estate if he does not know to what share of the same he is entitled, provided he is not ignorant of other matters which he should know.

6Ul­pia­nus li­bro sex­to opi­nio­num. So­ro­ri, quam co­he­redem fra­tri­bus quat­tuor in bo­nis ma­tris es­se pla­cuit, quin­ta por­tio pro por­tio­ni­bus quae ad eos per­ti­nuit ce­det, ita ut sin­gu­li in quar­ta, quam an­te­hac ha­be­re cre­de­ban­tur, non am­plius ei quin­tam con­fe­rant. 1Sump­tus, qui prop­ter one­ra to­tius he­redi­ta­tis ius­ti fiunt, ei, qui pa­tro­ni iu­re por­tio­nem evi­ce­rit, pro ra­ta com­pu­ten­tur.

6Ulpianus, Opinions, Book VI. Where it has been decided that a sister is co-heir together with her four brothers to the estate of their mother, a fifth part of each of the shares which they possessed must be granted to her, so that they will give her no more than the fifth part of each one of the separate four shares to which they had previously believed themselves to be entitled. 1Where expenses are justly incurred on account of liabilities of an estate, they must be calculated proportionally against the party who has obtained a share of the estate by the right of a patron.

7Iu­lia­nus li­bro oc­ta­vo di­ges­to­rum. Non pos­su­mus con­se­qui per he­redi­ta­tis pe­ti­tio­nem id quod fa­mi­liae er­cis­cun­dae iu­di­cio con­se­qui­mur, ut a com­mu­nio­ne dis­ce­da­mus, cum ad of­fi­cium iu­di­cis ni­hil am­plius per­ti­neat, quam ut par­tem he­redi­ta­tis pro in­di­vi­so re­sti­tui mi­hi iu­beat.

7Julianus, Digest, Book VIII. A party cannot obtain what he has secured by a judgment in an action for partition by means of an action for the recovery of an estate, the community of a joint ownership having been dissolved; for the jurisdiction of the judge only extends to his being able to order that an undivided share of the estate shall be delivered to the party applying for it.

8Idem li­bro qua­dra­gen­si­mo oc­ta­vo di­ges­to­rum. Per­mit­ten­dum erit pos­ses­so­ri he­redi­ta­tis par­tem qui­dem he­redi­ta­tis de­fen­de­re, par­te ve­ro ce­de­re, nec enim pro­hi­bet ali­quem to­tam he­redi­ta­tem pos­si­de­re et par­tem sci­re di­mi­diam ad se per­ti­ne­re, de al­te­ra par­te con­tro­ver­siam non fa­ce­re.

8The Same, Digest, Book XLVIII. The possessor of an estate should be permitted to defend the action so far as surrendering a share of the same is concerned; for he is not prohibited from holding the entire estate, as he is aware that half of it belongs to him, and does not raise any controversy with reference to the other half.

9Pau­lus li­bro ter­tio epi­to­ma­rum Al­fe­ni di­ges­to­rum. Cum mul­ti he­redes in­sti­tu­ti es­sent, ex his unus in Asia erat: eius pro­cu­ra­tor ven­di­tio­nem fe­cit et pe­cu­niam pro par­te eius abs­tu­le­rat: post­ea ap­pa­rue­rit eum qui in Asia erat ant­ea de­ces­sis­se in­sti­tu­to ex par­te di­mi­dia he­rede pro­cu­ra­to­re suo et ex par­te alio. quae­si­tum est, quem­ad­mo­dum pe­cu­nia ex he­redi­ta­te pe­ten­da es­set. re­spon­sum est ab eo, qui pro­cu­ra­tor eius fuis­set, to­tam he­redi­ta­tem, quia ex he­redi­ta­te ea pe­cu­nia fuis­set quae ad pro­cu­ra­to­rem ex ven­di­tio­ne per­ve­nis­set, pe­te­re eos opor­te­re: et ni­hi­lo mi­nus par­tem di­mi­diam he­redi­ta­tis a co­he­redi­bus eius. ita fo­re, si­ve om­nis ea pe­cu­nia pe­nes eum qui pro­cu­ra­tor fuis­set re­si­de­ret, ut om­nem per iu­di­cem ab eo­dem re­cu­pe­ra­rent, si­ve is par­tem di­mi­diam co­he­redi suo red­di­dis­set, ip­sum ex di­mi­dia par­te et ex di­mi­dia co­he­redes eius con­dem­na­rent.

9Paulus, Epitomes of the Digest of Alfenus, Book III. Where several heirs were appointed, and one of them at the time was in Asia, his agent made a sale and kept the money as the share of his principal. It was subsequently ascertained that the heir who was in Asia had previously died, after having appointed his agent heir to half his share and another party to the other half; and the question arose in what way an action to recover the money derived from the estate could be brought? The answer was that it ought to be brought for the entire estate against the party who had been the agent, because the money belonging to the estate had come into the possession of the said agent through the sale; nevertheless, they must bring an action against this co-heir for half the estate. The result would then be that if all the money was in the possession of the party who had been the agent, they might recover the entire amount from him, with the assistance of the court; or if he had returned half of it to his co-heir, they could take judgment against him for half, and against his co-heir for the other half.

10Pa­pi­nia­nus li­bro sex­to quaes­tio­num. Cum he­redis ex par­te in­sti­tu­ti fi­lius, qui pa­trem suum igno­ra­bat vi­vo tes­ta­to­re de­ces­sis­se, par­tem he­redi­ta­tis no­mi­ne pa­tris ut ab­sen­tis ad­mi­nis­tra­ve­rit et pe­cu­nias dis­trac­tis re­bus ac­ce­pe­rit, he­redi­tas ab eo pe­ti non pot­est, quia ne­que pro he­rede ne­que pro pos­ses­so­re pre­tia pos­si­det, sed ut fi­lius pa­tris neg­otium cu­ra­vit. neg­otio­rum au­tem ges­to­rum ac­tio ce­te­ris co­he­redi­bus, ad quos por­tio de­func­ti per­ti­net, da­bi­tur. il­lud enim uti­que non est me­tuen­dum, ne et­iam pa­tris, a quo for­te ex­he­redatus est, te­n­ea­tur he­redi­bus, qua­si neg­otia he­redi­ta­ria ges­se­rit, cum id quod ad­mi­nis­tra­vit non fue­rit pa­ter­nae he­redi­ta­tis. nam et­si neg­otio­rum ges­to­rum ac­tio sit ei, cu­ius no­mi­ne per­cep­tum est: ei cu­ius no­mi­ne11Die Großausgabe fügt per­cep­tum est per­cep­tum alie­no no­mi­ne ein. re­sti­tui ae­quum est. sed in pro­pos­i­to ne­que pa­tris neg­otia fue­runt, qui es­se de­sie­rat, ne­que pa­ter­nae suc­ces­sio­nis, quae fue­runt al­te­rius he­redi­ta­tis. quod si fi­lius is­te pa­tri suo he­res ex­ti­tit et mo­vet con­tro­ver­siam, quod pa­ter eius, post­quam he­res ex­ti­tit, mor­tem ob­ie­rit, il­le trac­ta­tus in­cur­rit, an ip­se si­bi cau­sam pos­ses­sio­nis mu­ta­re vi­dea­tur. quon­iam ta­men qui neg­otia he­redi­ta­ria ges­sit et de­bi­tor es­se coe­pit, post­ea fa­ciens con­tro­ver­siam he­redi­ta­tis ut iu­ris pos­ses­sor con­ve­ni­tur, idem et­iam in hoc fi­lio re­spon­den­dum erit.

10Papinianus, Questions, Book VI. Where the son of a person who was appointed heir to a certain portion of an estate was ignorant of the fact that his father had died during the lifetime of the testator, attended to the share of the estate in behalf of his father, as if he was absent, and, having sold certain property, collected the purchase-money of the same; an action for recovery could not be brought against him because he did not hold the purchase-money, either as heir or as possessor, but as a son who had transacted business for his father; but an action on the ground of business transacted would be granted to the other co-heirs, to whom a share of the estate of the deceased belonged. The following, therefore, should not give rise to apprehension, that is to say, that the son should be held liable to the heirs of his father (by whom perhaps he was disinherited), because he was, as it were, attending to their business which was connected with the estate; since the matter in which he was engaged did not belong to the estate of his father; for it is only just that, where an action based on business transacted is brought in behalf of another, what is collected for someone else ought to be given up to the party entitled to it. But, in the present instance, the business did not belong to the father, as he had ceased to exist, nor did it belong to the paternal succession, since it arose out of the estate of another. When, however, the son becomes the heir of his father and raises the controversy that his father died after he had become the heir; the question arises whether he may be considered to have changed the character of his right of possession? Nevertheless, as a party who has been transacting the business of an estate, and has become indebted on account of it, and afterwards raises a controversy with reference to the succession, can be sued as a possessor of a right; it must be held that, in this instance, the same rule is also applicable to the son.