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. VII9,
Usufructuarius quemadmodum caveat
Liber septimus
IX.

Usufructuarius quemadmodum caveat

(In What Way an Usufructuary Must Give Security.)

1Ul­pia­nus li­bro sep­tua­gen­si­mo no­no ad edic­tum. Si cu­ius rei usus fruc­tus le­ga­tus sit, ae­quis­si­mum prae­to­ri vi­sum est de utro­que le­ga­ta­rium ca­ve­re: et usu­rum se bo­ni vi­ri ar­bi­tra­tu et, cum usus fruc­tus ad eum per­ti­ne­re de­si­net, re­sti­tu­tu­rum quod in­de ex­sta­bit. 1Haec sti­pu­la­tio, si­ve mo­bi­lis res sit si­ve so­li, in­ter­po­ni de­bet. 2Il­lud scien­dum est ad fi­dei­com­mis­sa et­iam ap­ta­ri eam de­be­re. pla­ne et si ex mor­tis cau­sa do­na­tio­ne usus fruc­tus con­sti­tua­tur, ex­em­plo le­ga­to­rum de­be­bit haec cau­tio prae­sta­ri: sed et si ex alia qua­cum­que cau­sa con­sti­tu­tus fue­rit usus fruc­tus, idem di­cen­dum est. 3Ca­ve­re au­tem de­bet vi­ri bo­ni ar­bi­tra­tu per­cep­tu iri usum fruc­tum, hoc est non de­te­rio­rem se cau­sam usus fruc­tus fac­tu­rum ce­te­ra­que fac­tu­rum, quae in re sua fa­ce­ret. 4Rec­te au­tem fa­cient et he­res et le­ga­ta­rius, qua­lis res sit, cum frui in­ci­pit le­ga­ta­rius, si in tes­ta­tum red­ege­rint: ut in­de pos­sit ap­pa­re­re, an et qua­te­nus rem pe­io­rem le­ga­ta­rius fe­ce­rit. 5Uti­lis au­tem vi­sum est sti­pu­la­tio­ne de hoc ca­ve­ri, ut, si quis non vi­ri bo­ni ar­bi­tra­tu uta­tur, com­mit­ta­tur sti­pu­la­tio sta­tim, nec ex­pe­ta­bi­mus, ut amit­ta­tur usus fruc­tus. 6Ha­bet au­tem sti­pu­la­tio is­ta duas cau­sas, unam, si ali­ter quis uta­tur quam vir bo­nus ar­bi­tra­bi­tur, aliam de usu fruc­tu re­sti­tuen­do: qua­rum prior sta­tim com­mit­te­tur, quam ali­ter fue­rit usus, et sae­pius com­mit­te­tur, se­quens com­mit­te­tur fi­ni­to usu fruc­tu. 7Sed quod di­xi­mus id quod in­de ex­sta­bit re­sti­tu­tu iri, non ip­sam rem sti­pu­la­tur pro­prie­ta­rius (in­uti­li­ter enim rem suam sti­pu­la­ri vi­de­re­tur), sed sti­pu­la­tur re­sti­tu­tu iri quod in­de ex­sta­bit. in­ter­dum au­tem in­erit pro­prie­ta­tis aes­ti­ma­tio, si for­te fruc­tua­rius, cum pos­sit usu­ca­pio­nem in­ter­pel­la­re, neg­le­xit: om­nem enim rei cu­ram sus­ci­pit.

1Ulpianus, On the Edict, Book XCVII. Where the usufruct of anything is bequeathed, it seemed to the Prætor to be perfectly just that the legatee should give security with reference to two things; one, that will use the property as a good citizen should, and the other, that when the usufruct ceases to belong to him, he will restore what remains of it. 1This stipulation must be entered into, whether the property is movable, or consists of land. 2It must be borne in mind that this proceeding must also be employed in the case of trusts; for it is evident that if an usufruct is created by a donatio mortis causa, this security must be furnished in the case of legacies. Moreover, if the usufruct is created in any other manner, the same rule will apply. 3The party must give security that “the usufruct will be enjoyed as a good citizen would enjoy it”; that is to say, that the quality of the usufruct will not be deteriorated, and that he will do everything else which he would do, if the property belonged to him. 4The heir and the legatee will do well, as soon as the legatee begins to enjoy his right, to have it established by witnesses what the condition of the property is at the time, so that, by this means it may be apparent whether, and to what extent, the legatee has diminished the value of the property. 5It was considered more advisable that security should be given under these circumstances by means of a stipulation, so that if anyone should make use of the property in a way that a good citizen would not do, suit might be at once brought on the stipulation; and hence we do not have to wait until the usufruct terminates. 6This kind of a stipulation has reference to two cases; one where the party uses the property in a way which a good citizen would not do, and another where the usufruct must be restored; the first of these becomes operative as soon as an improper use of the property is made, and it may occur many times; the other takes effect when the usufruct expires. 7With reference to what we have stated, however, namely, that “he will restore what remains of it”; the owner does not stipulate for the thing itself, (as he would be considered to uselessly stipulate for his own property) he merely stipulates that whatever remains shall be restored. Sometimes, however, the provision for an appraisement of the property is inserted; for example, where an usufructuary who can prevent usucaption neglects to do so; as he undertakes to exercise every care over the property:

2Pau­lus li­bro sep­tua­gen­si­mo quin­to ad edic­tum. Nam fruc­tua­rius cus­to­diam prae­sta­re de­bet.

2Paulus, On the Edict, Book LXXV. For the usufructuary must be responsible for its safe keeping.

3Ul­pia­nus li­bro sep­tua­gen­si­mo no­no ad edic­tum. Om­nes au­tem ca­sus con­ti­nen­tur huic sti­pu­la­tio­ni, qui­bus usus fruc­tus amit­ti­tur. 1De­si­ne­re per­ti­ne­re usum fruc­tum ac­ci­pie­mus et­iam si nec coe­pe­rit per­ti­ne­re, quam­vis le­ga­tus sit, et com­mit­te­tur ni­hi­lo mi­nus sti­pu­la­tio, qua­si de­si­nat per­ti­ne­re quod nec coe­pit. 2Si usus fruc­tus re­pe­ti­tus erit le­ga­to, quo­tiens­que amis­sus fue­rit (ni­si uti­li­ter fue­rit cau­tum), com­mit­te­tur is­ta sti­pu­la­tio: sed ex­cep­tio­ne opus erit. 3Sed et si quis usum fruc­tum ti­bi le­ga­ve­rit et sub con­di­cio­ne ‘si li­be­ros ha­bue­ris’ pro­prie­ta­tem, amis­so usu fruc­tu com­mit­te­tur qui­dem sti­pu­la­tio, sed ex­cep­tio lo­cum ha­be­bit. 4Si he­res alie­na­ve­rit pro­prie­ta­tem et post­ea amit­ta­tur usus fruc­tus, an ex sti­pu­la­tu age­re pos­sit, vi­dea­mus. et for­tius di­ci pot­est ip­so iu­re non com­mit­ti sti­pu­la­tio­nem, quia ne­que he­redi suc­ces­so­ri­bus­ve eius re­sti­tui pot­est ne­que is cui pot­est, id est ad quem per­ve­nit pro­prie­tas, per­ti­net ad sti­pu­la­tio­nem: sed is ad quem per­ve­nit tem­po­re quae­si­ti do­mi­nii si­bi pro­spi­ce­re alia cau­tio­ne de­bet: quod et­si non fe­ce­rit, ni­hi­lo mi­nus in rem ac­tio­ne uti pot­est.

3Ulpianus, On the Edict, Book LXXIX. All cases in which the usufruct can be lost are included in this stipulation. 1We understand the usufruct to “cease to belong” to the usufructuary even if it has not commenced to belong to him at all, although it may have been bequeathed to him, and the stipulation will, nevertheless, become operative on the principle that property ceases to belong to a party in whom the ownership has not yet begun to vest. 2Where an usufruct is renewed by a legacy “every time that it is lost”, this stipulation will become operative, unless the bond is properly drawn up, but an exception will be required. 3Where, however, anyone leaves you an usufruct and the ownership of the property as well, on the condition that you have children, and the usufruct should be lost; and action can be brought on the stipulation, but an exception will be available. 4Where an heir alienates the property, and the usufruct afterwards is lost, let us consider whether he can bring suit on the stipulation. It may more forcibly be stated that, in accordance with the strict principles of law, the stipulation does not become operative because the property cannot be delivered to the heir or his successor; and the individual to whom it can be delivered—that is he in whom the ownership vests—was not a party to the stipulation. The latter, however, must provide for the protection of his own rights by means of another bond, at the time when he obtains the ownership; but if he should not do this, he will, nevertheless, be entitled to an action in rem.

4Ve­nu­leius li­bro duo­de­ci­mo sti­pu­la­tio­num. Si fruc­tua­rius pro­prie­ta­tem ad­se­cu­tus fue­rit, de­si­nit qui­dem usus fruc­tus ad eum per­ti­ne­re prop­ter con­fu­sio­nem: sed si ex sti­pu­la­tu cum eo aga­tur, aut ip­so iu­re in­uti­li­ter agi di­cen­dum est, si vi­ri bo­ni ar­bi­trium huc us­que por­ri­gi­tur, aut in fac­tum ex­ci­pe­re de­be­bit.

4Venuleius, Stipulations, Book XII. If the usufructuary should obtain the property, the usufruct ceases to belong to him on account of the merger of the same; but if suit is brought against him on the stipulation, it must be held either that he has not proceeded in accordance with the strict principles of law, if the doctrine governing the conduct of a good citizen is considered applicable; or that the party must make use of an exception based on what has taken place.

5Ul­pia­nus li­bro sep­tua­gen­si­mo no­no ad edic­tum. Huic sti­pu­la­tio­ni ‘do­lum ma­lum ab­es­se afu­tu­rum­que es­se’ con­ti­ne­tur: et cum in rem sit do­li ma­li men­tio con­cep­ta, om­nium do­lum com­pre­hen­de­re vi­de­tur suc­ces­so­rum et ad­op­ti­vi pa­tris. 1Sed si usus si­ne fruc­tu le­ga­tus erit, ad­emp­ta fruc­tus cau­sa sa­tis­da­ri iu­bet prae­tor: hoc me­ri­to, ut de so­lo usu, non et­iam de fruc­tu ca­vea­tur. 2Er­go et si fruc­tus si­ne usu op­ti­ge­rit, sti­pu­la­tio lo­cum ha­be­bit. 3Et si ha­bi­ta­tio vel ope­rae ho­mi­nis vel cu­ius al­te­rius ani­ma­lis re­lic­tae fue­rint, sti­pu­la­tio lo­cum ha­be­bit, li­cet per om­nia haec usum fruc­tum non imi­tan­tur.

5Ulpianus, On the Edict, Book LXXIX. The provision, “That no fraud has been committed”, or will be committed, is contained in this stipulation; and as this mention of fraud always relates to matters in rem, it is held to include the bad faith of any of the parties, whether he be one of the successors or an adoptive father. 1Where the use without the enjoyment is bequeathed, the Prætor orders security to be given, with the enjoyment of the produce omitted. This is reasonable, since security is given solely with reference to the use, and not to the usufruct. 2Therefore the stipulation will be operative if the enjoyment is obtained without the use. 3Where the right of residence, or of the services of a slave or those of any other animal, are left, the stipulation will become necessary, although these things are not copied from the usufruct.

6Pau­lus li­bro sep­tua­gen­si­mo quin­to ad edic­tum. Idem est et in red­itu prae­dii, sic­uti si vin­de­mia le­ga­ta es­set vel mes­sis, quam­vis ex usu fruc­tu ea per­ci­pian­tur, quae le­ga­to mor­te le­ga­ta­rii ad he­redem red­eunt.

6Paulus, On the Edict, Book LXXV. The same rule is applicable to the returns from land, as for instance, where a vintage or a harvest is bequeathed; just as property obtained by means of an usufruct, if bequeathed, reverts to the heir on the death of the legatee.

7Ul­pia­nus li­bro sep­tua­gen­si­mo no­no ad edic­tum. Si usus fruc­tus no­mi­ne re tra­di­ta sa­tis­da­tum non fue­rit, Pro­cu­lus ait pos­se he­redem rem vin­di­ca­re, et si ob­icia­tur ex­cep­tio de re usus fruc­tus no­mi­ne tra­di­ta, re­pli­can­dum erit. quae sen­ten­tia ha­bet ra­tio­nem: sed et ip­sa sti­pu­la­tio con­di­ci pot­erit. 1Cum usus fruc­tus pe­cu­niae le­ga­tus es­set, ex­pri­mi de­bent hi duo ca­sus in sti­pu­la­tio­ne: ‘cum mo­rie­ris aut ca­pi­te mi­nue­ris, da­ri’: id­cir­co hi duo so­li ca­sus, quon­iam pe­cu­niae usus ali­ter amit­ti non pot­est quam his ca­si­bus.

7Ulpianus, On the Edict, Book LXXIX. Where property was delivered on account of an usufruct, and security was not given, Proculus says that the heir can bring an action for recovery, and if an exception is interposed on the ground that the property was delivered because of an usufruct, he will be entitled to a replication. This opinion is reasonable; but a personal action can be brought to compel the execution of a bond by the usufructuary. 1When the usufruct of a sum of money is bequeathed, the following two instances must be set forth in the stipulation, “Shall be paid when you die, or lose your civil rights”; and therefore these two instances alone are given, because the use of money cannot be lost in any other way than under such circumstances.

8Pau­lus li­bro sep­tua­gen­si­mo quin­to ad edic­tum. Si ti­bi usus fruc­tus et mi­hi pro­prie­tas le­ga­ta sit, mi­hi ca­ven­dum est: sed si mi­hi sub con­di­cio­ne pro­prie­tas le­ga­ta sit, qui­dam et Mar­cia­nus et he­redi et mi­hi ca­ven­dum es­se pu­tant: quae sen­ten­tia ve­ra est. item si mi­hi le­ga­ta sit et, cum ad me per­ti­ne­re de­sie­rit, alii, et hic utris­que ca­ven­dum ut su­pra pla­cuit. quod si duo­bus con­iunc­tim usus fruc­tus le­ga­tus sit, et in­vi­cem si­bi ca­ve­re de­be­bunt et he­redi in ca­sum il­lum: ‘si ad so­cium non per­ti­neat usus fruc­tus, he­redi red­di’.

8Paulus, On the Edict, Book LXXV. If the usufruct is bequeathed to you, and the mere ownership to me, security must be given to me; but where the mere ownership is bequeathed to me on a condition, some authorities, and among them Marcianus, are of the opinion that security must be given both to the heir and to myself; Which opinion is correct. Moreover, if the property is bequeathed to me, and when it ceases to belong to me, will belong to another; in this case also security must be given to both, as we established in the preceding instance. Where the usufruct is bequeathed to two parties jointly, they will be required to give security to another, as well as to the heir; the condition being referred to in the following terms: “To surrender the usufruct to the heir, if it does not belong to the co-legatee”.

9Ul­pia­nus li­bro quin­qua­gen­si­mo pri­mo ad edic­tum. Si usus fruc­tus mi­hi le­ga­tus sit eum­que re­sti­tue­re sim Ti­tio ro­ga­tus, vi­den­dum est, quis de­beat ca­ve­re, utrum Ti­tius an ego qui le­ga­ta­rius sum: an il­lud di­ci­mus me­cum he­redem ac­tu­rum, cum fi­dei­com­mis­sa­rio me age­re de­be­re? et est ex­pe­di­tius hoc di­ce­re: si mi­hi spes ali­qua du­rat usus fruc­tus et, cum tu amis­e­ris, pot­est ad me rec­ci­de­re, hoc est ad le­ga­ta­rium, ita rem ex­pe­di­ri, ut tu mi­hi, ego do­mi­no pro­prie­ta­tis ca­veam. quod si fi­dei­com­mis­sa­rii cau­sa usus fruc­tus mi­hi re­lic­tus est nec est ul­la spes ad me re­ver­ten­di fruc­tus, rec­ta via fi­dei­com­mis­sa­rium ca­ve­re opor­tet do­mi­no pro­prie­ta­tis. 1Il­lud scien­dum est si­ve iu­re ip­so quis usum fruc­tum ha­bet si­ve et­iam per tui­tio­nem prae­to­ris, ni­hi­lo mi­nus co­gen­dum es­se fruc­tua­rium ca­ve­re aut ac­tio­nes sus­ci­pe­re. 2Pla­ne si ex die pro­prie­tas ali­cui le­ga­ta sit, usus fruc­tus pu­re, di­cen­dum es­se Pom­po­nius ait re­mit­ten­dam es­se hanc cau­tio­nem fruc­tua­rio, quia cer­tum sit ad eum pro­prie­ta­tem vel ad he­redem eius per­ven­tu­ram. 3Si ves­tis usus fruc­tus le­ga­tus sit, scrip­sit Pom­po­nius, quam­quam he­res sti­pu­la­tus sit fi­ni­to usu fruc­tu ves­tem red­di, at­ta­men non ob­li­ga­ri pro­mis­so­rem, si eam si­ne do­lo ma­lo ad­tri­tam red­di­de­rit. 4Si plu­res do­mi­ni sint pro­prie­ta­tis, unus­quis­que pro sua par­te sti­pu­la­bi­tur.

9Ulpianus, On the Edict, Book LI. Where an usufruct is bequeathed to me, and I am asked to deliver it to Titius, it should be considered who is obliged to give security, whether Titius should do so, or I, the legatee? Or shall we say that the heir can bring an action against me, and that I must sue the beneficiary of the trust? It is better to hold that if I have any expectation arising out of the usufruct, so that it may revert to me, that is to the legatee, if you lose it; the question can be settled by your giving security to me, and by my giving security to the mere owner of the property. If, however, the usufruct was left to me in trust for the beneficiary, and there is no hope of its reverting to me, then the beneficiary should give security directly to the mere owner of the property. 1It must be borne in mind that whether a party has an usufruct by direct operation of law, or even through the assistance of the Prætor, he should, nevertheless, be compelled to give security or to defend any actions which may be brought. 2Pomponius says it is evident that if the ownership is bequeathed to anyone from a certain time, and the usufruct absolutely; it must be held that the usufructuary is released from liability on his bond, because it is certain that the property will come into his hands or into those of his heir. 3When the usufruct of clothing is bequeathed, Pomponius holds that although the heir may have stipulated that the clothing should be returned when the usufruct comes to an end; nevertheless, the promisor is not liable if he delivers the clothing which was worn out without malicious intent. 4Where several parties are the mere owners of property, any one of them can enter into a stipulation with reference to his own share of the same.

10Pau­lus li­bro qua­dra­gen­si­mo ad edic­tum. Si ser­vi, qui no­bis com­mu­nis erat, usum fruc­tum ti­bi le­ga­ve­ro, ne­ces­sa­ria erit haec cau­tio he­redi meo: quam­vis enim de pro­prie­ta­te pos­sit com­mu­ni di­vi­dun­do ex­per­i­ri, ta­men cau­sa usus fruc­tus, qui tuus pro­prius est, ad of­fi­cium com­mu­ni di­vi­dun­do iu­di­cis non per­ti­ne­bit.

10Paulus, On the Edict, Book XL. If I bequeath to you the usufruct of a slave which both of us own in common, the security must be given to my heir; for although he can institute proceedings for partition of the property, still, the question of the usufruct, which belongs to you, is not included in the duty of the judge who is to preside.

11Pa­pi­nia­nus li­bro sep­ti­mo re­spon­so­rum. Usu quo­que do­mus re­lic­to vi­ri bo­ni ar­bi­tra­tu cau­tio­nem in­ter­po­ni opor­tet: nec mu­tat, si pa­ter he­redes fi­lios si­mul ha­bi­ta­re cum uxo­re le­ga­ta­ria vo­luit.

11Papinianus, Opinions, Book VII. Where the use of a house is left, security must be furnished which would be satisfactory to a good citizen; nor does it alter the case if the father wishes his sons, who are his heirs, to reside in the house with his widow, who is the legatee.

12Ul­pia­nus li­bro oc­ta­vo de­ci­mo ad Sa­binum. Si va­so­rum ip­so­rum usus fruc­tus re­lic­tus sit, non erit cau­tio se­na­tus con­sul­ti ne­ces­sa­ria, sed il­la so­la ‘bo­ni vi­ri ar­bi­tra­tu usu­rum frui­tu­rum’. si igi­tur tra­di­ta sunt fruen­di cau­sa, ne­mo du­bi­tat non fie­ri eius qui ac­ce­pit: non enim id­eo tra­dun­tur, ut do­mi­nium re­ce­dat ab eo qui tra­dit, sed ut uta­tur frua­tur le­ga­ta­rius. er­go cum non fiant fruc­tua­rii va­sa, vin­di­ca­ri a pro­prie­ta­rio pos­sunt cau­tio­ne non da­ta. vi­den­dum est de con­dic­tio­ne, an pos­sit lo­cum ha­be­re: et pro­di­tum est ne­mi­nem rem suam ni­si fu­ri con­di­ce­re pos­se.

12Ulpianus, On Sabinus, Book XVIII. Where the usufruct of certain vessels is left, the security provided by the Decree of the Senate will not be necessary; but only that which states that “the party will use and enjoy as a good citizen should do”. Therefore, where the vessels were delivered for the purpose of being enjoyed, no one doubts that the ownership of the same is not transferred to the party who received them, for they are not delivered for this purpose; but that the legatee might use and enjoy them. Hence, as the said vessels do not become the property of the usufructuary, they can be recovered by the owner of the same, if security is not given. It should be considered whether a personal action will lie under such circumstances? It has been decided that no one can bring an action of this kind to recover his own property, except from a thief.