Digestorum libri
Ex libro XV
Dig. 32,33Idem libro quinto decimo digestorum. Uxori suae inter cetera ita legavit: ‘et domus eam partem, in qua morari consuevimus’. quaesitum est, cum tam testamenti faciundi tempore quam mortis totam domum in usu habuerit nec quicquam ex ea locatum, an ea tantummodo videtur legasse cubicula, in quibus dormire consueverat. respondit eam omnem partem, in qua morari cum familia sua consuevisset. 1Uxori suae inter cetera ita legavit: ‘uxori meae quidquid vivus dedi donavi usibusve eius conparavi, concedi volo’: quaero, an quod post testamentum factum ei donatum est, id quoque concessum videatur. respondit verba quae proponerentur nihil pro futuro tempore significare. 2Cum Seius pro uxore centum aureos creditori solverit et ornamentum pignori positum luerit, postea autem testamento facto uxori suae legavit, quidquid ad eum inve stipulatum eius concessit et hoc amplius vicenos aureos annuos: quaesitum est, an hos centum aureos heredes viri ab uxore vel ab heredibus eius repetant. respondit, si donationis causa creditori solvisset, teneri heredes ex causa fideicommissi, si repetant, atque etiam petentes exceptione summoveri: quod praesumptum esse debet, nisi contrarium ab herede approbetur.
The Same, Digest, Book XV. A certain man bequeathed to his wife, with other property, that portion of his house in which they had been accustomed to live. The question arose, since, at the time that the will was made as well as when the testator died, he made use of the entire house, and did not rent any portion of it, whether he only intended to bequeath the bedroom in which he was accustomed to sleep. The answer was that all that part of the house in which he habitually resided with his family was included. 1A testator, among other bequests, left the following legacy to his wife: “I desire that whatever I have presented to my wife, or have purchased for her use during my lifetime shall be given to her.” I ask whether it should be held that she was also entitled to what he had given to her after the will was made. The answer was that the words mentioned had no reference to future time. 2Where Seius paid a hundred aurei to a creditor of his wife, and redeemed a piece of jewelry which had been deposited by way of pledge, and, having afterwards executed a will, made the following bequest, “I give to my wife whatever I have paid on account of a stipulation into which she entered, and, in addition to this, two hundred aurei every year;” the question arose whether the said two hundred aurei could be recovered by the husband’s heirs from his wife or from her heirs. The answer was if he had paid the creditor as a donation, his heirs would be liable under the trust if they tried to collect the debt, and that they could even be barred by an exception. The presumption would be that a donation was intended, unless the contrary could be proved by the heir.
Dig. 33,2,32Scaevola libro quinto decimo digestorum. Generali capite praeposito quidam in testamento suo ita adiecit: ‘Felici, quem liberum esse iussi, usum fructum fundi Vestigiani lego: cuius proprietatem puto te consecuturum, si non contenderis cum herede meo, sed potius concordaveris: sed et tu, heres, omnia fac, ut amici sitis: hoc enim vobis expedit’: quaesitum est, an vivente herede exigere possit felix fundi proprietatem. respondit nihil proponi, cur Felici proprietas fundi legata videretur. 1Filios ex Seio et filiam ex alio marito heredes instituit aequis portionibus et matri ita legaverat: ‘Aeliae Dorcadi matri meae dari volo, quoad vivat, usum fructum bonorum meorum, ita ut post obitum eius ad liberos meos aut ad eum, qui ex his vivet, pertineat’. filii post aditam hereditatem decesserant: quaesitum est mortua matre superstite filia testatricis usus fructus utrum ad solam filiam an vero pro portione hereditatis pertineret. respondit ad eos redire, apud quos proprietas esset. Claudius: non credidit ipsum usum fructum in vicem portionum hereditariarum post mortem aviae inter ipsos datum, eo magis, quod aequis partibus heredes erant scripti. 2Uxori usum fructum domuum et omnium rerum, quae in his domibus erant, excepto argento legaverat, item usum fructum fundorum et salinarum: quaesitum est, an lanae cuiusque coloris mercis causa paratae, item purpurae, quae in domibus erat, usus fructus ei deberetur. respondit excepto argento et his, quae mercis causa comparata sunt, ceterorum omnium usum fructum legatariam habere. 3Idem quaesiit, cum in salinis, quarum usus fructus legatus esset, salis inventus sit non minimus modus, an ad uxorem ex causa fideicommissi usus fructus pertineat. respondit de his legandis, quae venalia ibi essent, non sensisse testatorem. 4Idem quaesiit, cum eodem testamento ita caverit: ‘a te peto, uxor, uti ex usu fructu, quem tibi praestari volo in annum quintum decimum, contenta sis annuis quadringentis, quod amplius fuerit, rationibus heredis heredumve meorum inferatur’, an recessum videatur a superiore capite ideoque uxor non amplius habeat ex usu fructu, quam annuos quadringentos. respondit satis id, quod quaereretur, aperte verba quae proponerentur declarare. 5Lucius Titius testamento suo Publio Maevio fundum Tusculanum reliquit eiusque fidei commisit, uti eiusdem fundi partem dimidiam usus fructus Titiae praestaret: Publius Maevius villam vetustate corruptam cogendis et conservandis fructibus necessariam aedificavit: quaero, an sumptus partem pro portione usus fructus Titia adgnoscere debeat. respondit, si prius, quam usum fructum praestaret, necessario aedificavit, non alias cogendum restituere, quam eius sumptus ratio habeatur. 6Duas filias et filium mente captum heredes scripsit, filii portionis mente capti datae usum fructum legavit in haec verba: ‘hoc amplius Publia Clementiana praecipiet sibi quartae partis hereditatis meae, ex qua Iulium Iustum filium meum heredem institui: petoque a te, Publia Clementiana, uti fratrem tuum Iulium Iustum alas tuearis dependas pro eo: pro quo tibi usum fructum portionis eius reliqui, donec mentis compos fiat et convalescat’. quaesitum est, cum filius in eodem furore in diem mortis suae perseverans decesserit, an usus fructus interciderit. respondit verbis quae proponerentur perseverare legatum, nisi manifestissime probetur aliud testatorem sensisse. 7Heredis instituti fidei commisit filio suo annua decem praestare aut ea praedia emere et adsignare, ut usum fructum haberet, reditum efficientia annua decem: filius fundos sibi ab herede secundum matris voluntatem traditos locavit: et quaesitum est, defuncto eo reliqua colonorum utrumne ad heredem filii fructuarii an vero ad heredem Seiae testatricis pertineant. respondit nihil proponi, cur ad heredem Seiae pertineant. 8Usum fructum tertiae partis bonorum suorum uni ex heredibus legaverat: quaesitum est, an pecuniae, quae ex rebus divisis secundum aestimationem effecta est, tertia praestanda sit. respondit heredis esse electionem, utrum rerum an aestimationis usum fructum praestare vellet. 9Item quaesitum est, tributa praeterea, quae vel pro praediis aut moventibus deberi et reddi necesse est, an eximenda sint ex quantitate, ut reliquae dumtaxat pecuniae, si hoc heres elegerit, reddi debeat. respondit reliquae pecuniae tertiam praestandam.
Scævola, Digest, Book XV. A certain man having stated his intentions in general terms, added the following in his will: “I bequeath to Felix, whom I have directed to be free, the usufruct of the Vestigian Estate, as I think that he will be entitled to the property if he does not enter into a contest with my heir, but remains on good terms with him. I ask my heir to act in such a way that he and Felix may continue to be friends, for this will be of advantage to both of them.” The question arose whether Felix could during the lifetime of the heir exact the ownership of the land. The answer was that there was nothing in the facts stated which showed that the ownership of the land was left to Felix. 1A testatrix appointed her children by Seius, and her daughter by another husband, her heirs to equal shares of her estate, and made the following bequest to her mother: “I desire that the usufruct of my property be given to ælia Dorcas, my mother, as long as she lives, and that, at her death, it shall go to my children, or to the survivor of them.” The children of Seius died after entering upon the estate, and after the death of the mother, who was survived by the daughter of the testatrix, the question arose whether the usufruct would belong entirely to the daughter, or only in proportion to her share of the estate. The answer was that it would revert to those in whom the ownership of the land was vested. Claudius: Scævola believed that after the death of their grandmother, the usufruct itself would revert to the children in proportion to their shares of the estate, especially because they were appointed heirs to equal portions of the same. 2Where a husband left to his wife the usufruct of his houses and everything contained therein, except the silver plate, and, in addition, that of his lands and salt-pits; the question arose whether the usufruct of wools of different colors which were intended for commerce, as well as of the purple which was in the houses, were also due to the wife. The answer was that, with the exception of the silver plate and the articles which would be classed as merchandise, the legatee would be entitled to the usufruct of all the other property. 3It was also asked, as a considerable amount of salt had been found in the salt-pits, the usufruct of which was bequeathed, whether it also would belong to the wife, under the terms of the trust. The answer was that the testator had not intended to bequeath any property which was for the purpose of sale. 4The question was also asked, if the testator should have made the following provision in the same will, namely, “I ask you, my wife, to be content with the sum of four hundred aurei a year, which I desire you to receive for the term of fifteen years, out of the usufruct, and that you pay to my heirs anything in excess of said sum which may be derived from the said usufruct,” whether it should not be held that the testator had changed his mind with reference to the former bequest, and therefore that the wife would not be entitled to more than four hundred aurei a year out of the usufruct. The answer was that the inquiry was clearly explained by the words which were quoted. 5Lucius Titius, by his will, left the Tusculan Estate to Publius Mævius, and charged him to give half of the usufruct of the same to Titia. Publius Mævius rebuilt an old country-house which had fallen into decay through age, and which was required for the collection and preservation of the crops. I ask whether Titia should contribute to the payment of the expense of this, in proportion to her share of the usufruct. The answer was that if the legatee had rebuilt the house before he delivered the legacy of the usufruct to Titia, he could not be compelled to deliver it until she had paid her share of the expense. 6A man appointed his two daughters and his son, who was not of sound mind, his heirs, and bequeathed the usufruct of the share of his imbecile son to one of his daughters, in the following terms: “In addition to this, let Publia Clementiana take, by way of preferred legacy, the usufruct of the fourth part of my estate, to which I have appointed my son, Julius Justus, my heir; and I ask you, Publia Clementiana, in consideration of the usufruct of his share which I have bequeathed to you, to support and take care of him until he becomes of sound mind and recovers.” As the son continued in the same condition until the time of his death, the question arose whether the usufruct would be extinguished. The answer was that, according to the case stated, the legacy would continue to exist, unless it was clearly proved that the testator intended otherwise. 7A testatrix charged her appointed heir to pay ten aurei to her son every year, or to purchase land which would return a revenue of ten aurei annually, and assign the usufruct of the same to him; and the son, having received the land from the heir, rented it in compliance with the will of his mother. After his death the question arose, whether the amount remaining due from the tenants would belong to the heir of the son, who was the usufructuary, or to the heir of Seia, the testatrix? The answer was that there was nothing in the case stated which would prevent the balance of the rent from belonging to the heir of Seia. 8A certain man left the usufruct of a third part of his estate to one of his heirs, and the question arose whether the third of the money to which the property, after having been divided, amounted to according to the appraisement, should be paid to the usufructuary. The answer was that the heir had the choice of delivering either the usufruct of the property itself, or that of the appraised valuation of the same. 9It was also asked whether the taxes, in addition to what was due and required to be paid on the land or personal property might be deducted from the amount, so that payment would only be made of the remainder, if the heir should prefer to do this? The answer was that the third of the remaining sum could be paid.
Dig. 33,4,14Scaevola libro quinto decimo digestorum. Theopompus testamento facto duas filias et filium aequis partibus instituit heredes et codicillis ita cavit: ‘τὴν θυγατέρα μου Κρισπίναν, ἣν ηὐχόμην ἐκδοῦναι, ᾧ ἂν οἱ φίλοι μου καὶ οἱ συγγενεῖς δοκιμάσωσι, προνοήσει ἐκδοθῆναι Πολλιανὸς εἰδώς μου τὴν γνώμην ἐπὶ τοῖς ἴσοις, ἐφ’ οἷς καὶ τὴν ἀδελφὴν αὐτῆς ἐξέδωκα’. Pollianus a marito puellae iuratus scripsit voluisse patrem eandem quantitatem in dotem accipere etiam minorem filiam, quam maior accepisset. quaero, an eandem summam dotis nomine coheredes extra partem hereditatis minori filiae praestare debeant. respondit eum cuius notio est aestimaturum, ut eadem quantitas ex communi praecipua minori filiae dotis nomine detur.
Scævola, Digest, Book XV. Theopompus, having made a will, appointed his two daughters and his son equal heirs to his estate, and inserted the following provision in a codicil: “I wish my daughter, Crispina, to be married to someone of whom my friends and relatives will approve; and Pollianus, who knows my intentions, will provide for her dowry, in proportion to the equal shares of my estate which I have left to her and her sister.” Pollianus, having been sworn at the instance of the husband of the girl, stated that her father had intended the young daughter to receive as much, by way of dowry, as the elder one. I ask whether the co-heirs will be required to give the same sum to the younger daughter, over and above her share of the estate. The answer was that the magistrate, who had jurisdiction of the case, should decide that the same amount, after having been taken from the bulk of the estate, shall be given to the younger daughter, by way of dowry.
Dig. 33,8,23Scaevola libro quinto decimo digestorum. Dominus Sticho servo suo, qui bona liberti eius gessit, cui pro parte dimidia testamento heres exstiterat, in quibus negotiis gestis et kalendaria fuerunt, testamento suo libertatem dederat, si rationem reddidisset, eique peculium suum per fideicommissum dedit: Stichus summas, quibus reliquatus erat tam ex kalendario quam ex variis causis, reddidit manentibus debitoribus, pro quibus ipse pecuniam heredibus patroni refuderat, libertatemque adeptus decessit. quaesitum est, an heredibus Stichi adversus nomina debitorum, pro quibus Stichus pecuniam heredibus patroni intulit, heredes patroni ex causa fideicommissi compellendi sint actiones praestare, cum nihil aliud a Sticho patrono debitum fuerit. respondit praestandum. 1Testamento codicillisve servos manumisit et peculia legavit et de Sticho ita cavit: ‘Stichum servum meum liberum esse volo eique volo dari decem aureos et quidquid ex ratione loculorum meorum habet: rationes autem heredibus meis dari volo. his omnibus, quos hoc testamento manumisi, peculia sua concedi volo’. quaesitum est, an, quod amplius rationi loculorum in diem mortis erogavit Stichus ex peculio suo, ab heredibus recipere debeat, cum ex consuetudine domus esset, ut quidquid amplius ex suo in ratione loculorum erogasset, dominica ratio ei deberet atque exsolveret. respondit secundum ea, quae propter consuetudinem proponerentur, id quoque peculio legato contineri, quod et dominica ratio deberet et solita erat reddere. 2Servis libertates legataque dederat et condicionem ita scripserat: ‘ὅσους κατέλιπον ἐλευθέρους καὶ τὰ ληγάτα αὐτοῖς, τούτους βούλομαι εἶναι ἀνεξετάστουσ’. quaesitum est, an peculia quoque legata his videbuntur. respondit secundum ea quae proponerentur non videri legata. 3Item quaesitum est, an ex isdem verbis reliqua rationum quasi legata retinere possint, aut si res dominicas apud se habuerint, aut, si qui eorum coloni praediorum fuerunt, pensiones. respondit supra responsum.
Scævola, Digest, Book XV. A master, by his will, bequeathed freedom to his slave Stichus, who transacted the business of one of his freedmen, to half of whose estate the master was the testamentary heir; a list of claims being included among the assets. The bequest of freedom was dependent upon the condition that he should render an account; and he left him his peculium under a trust. Stichus rendered an account of the sums of money which he had collected from the claims, as well as those which he had obtained from other sources, the debtors in whose behalf he himself had paid the heirs of his patron still remaining liable for their obligations; and having obtained his freedom, he died. The question arose whether, by virtue of the trust, the heirs of the patron could be compelled to assign to the heirs of Stichus their rights of action against the debtors for whom Stichus had made payment, when there was nothing else due from Stichus to the patron. The answer was that they could be compelled to do so. 1A certain testator manumitted his slaves by his will and a codicil, bequeathed them their peculium, and made the following provision with reference to Stichus: “I wish my slave Stichus to be free, and that ten aurei be given to him, together with whatever money he may have in my purse, and I desire that he render an account to my heirs. I also wish the peculium of all the slaves whom I have manumitted to be given to them.” The question arose whether Stichus should receive from the heirs any excess over and above the contents of his master’s purse, which he had expended for his benefit at the time of his death, as it was the custom of the household that, where he expended anything more than the contents of the purse, for him to be reimbursed for the same by his master. The answer was that, according to the facts stated with reference to the custom of the household, that also was included in the peculium bequeathed which was due to him from his master, and which the latter was accustomed to return to him. 2A testator granted freedom to his slaves, left them certain legacies, and then prescribed the following condition: “I desire that no accounts be required from the slaves whom I have manumitted, and to whom I have bequeathed legacies.” The question arose whether their peculium should be considered to have been bequeathed to them by this clause. The answer was that, according to the facts stated, the peculium was not considered to have been bequeathed. 3It was also asked whether, under this provision, the slaves could retain as part of their legacies anything that remained due to them from their master, either if they had any of his property in their hands, or if, where they were his tenants, they owed him rent. The reply was that the answer has already been given.
Dig. 34,2,13Scaevola libro quinto decimo digestorum. Uxori quis legavit his verbis: ‘mundum muliebrem omnem, ornamenta et quidquid vivus dedi donavi eius causa comparavi confeci, id omne dari volo’: quaesitum est, an carrucha dormitoria cum mulis, cum semper uxor usa sit, ei debeatur. respondit, si eius usus causa habita esset, deberi. idem quaesiit, an ex eadem clausula vestis, quam ancillis vel lecticariis eiusdem uxoris suae comparaverat vel fecerat, praestanda esset. respondit praestandam.
Scævola, 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.
Dig. 34,2,15Scaevola libro quinto decimo digestorum. Species auri et argenti Seiae legavit et ab ea petit in haec verba: ‘a te, Seia, peto, ut quidquid tibi specialiter in auro argento legavi, id cum morieris reddas restituas illi et illi vernis meis: quarum rerum usus fructus dum vives tibi sufficiet’: quaesitum est, an usus fructus auri et argenti solus legatariae debeatur. respondit verbis quae proponerentur proprietatem legatam addito onere fideicommissi.
Scævola, 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.