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)
Ulp.fideic.
Fideicommissorum lib.Ulpiani Fideicommissorum libri

Fideicommissorum libri

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50

Ex libro I

Dig. 30,2Idem li­bro pri­mo fi­dei­com­mis­so­rum. Scien­dum est eos de­mum fi­dei­com­mis­sum pos­se re­lin­que­re, qui tes­tan­di ius ha­bent.

The Same, Trusts, Book I. It must be remembered that only those can bequeath property in trust who have testamentary capacity.

Dig. 30,93Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Quod fi­dei­com­mis­sum hac­te­nus, qua­te­nus im­pu­bes de­ce­dat, va­le­bit: ce­te­rum si pu­bes fac­tus de­ces­se­rit, eva­nes­cit fi­dei­com­mis­sum.

Ulpianus, Trusts, Book I. A trust of this kind will only be valid where the minor dies under the age of puberty; if, however, he should die after having reached puberty, the trust will vanish.

Dig. 30,95Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Vi­den­dum ta­men est, num­quid, si vi­ce ope­ra­rum ro­ga­ve­rit eum ali­quid, de­beat hoc fi­dei­com­mis­sum va­le­re: quod ne­qua­quam di­cen­dum est, quia nec ope­rae in­po­ni hu­ius­mo­di li­ber­to pos­sunt nec im­po­si­tae ex­igun­tur, quam­vis tes­ta­tor ita ca­ve­rit.

Ulpianus, Trusts, Book I. Nevertheless, it should be considered where a slave who was manumitted was asked to furnish something in lieu of labor, whether a trust of this kind will be valid. This can by no means be admitted, because services of this description cannot be imposed on a freedman, and if imposed, they cannot be exacted; even though the testator may have provided for it in his will.

Dig. 32,1Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Si in­cer­tus quis sit, cap­ti­vus sit an a la­trun­cu­lis ob­ses­sus, tes­ta­men­tum fa­ce­re non pot­est. sed et si sui iu­ris sit igna­rus pu­tet­que se per er­ro­rem, quia a la­tro­ni­bus cap­tus est, ser­vum es­se vel­ut hos­tium, vel le­ga­tus qui ni­hil se a cap­ti­vo dif­fer­re pu­tat, non pos­se fi­dei­com­mit­te­re cer­tum est, quia nec tes­ta­ri pot­est, qui, an li­ceat si­bi tes­ta­ri, du­bi­tat. 1Sed si fi­lius fa­mi­lias vel ser­vus fi­dei­com­mis­sum re­li­que­rit, non va­let: si ta­men ma­nu­mis­si de­ces­sis­se pro­po­nan­tur, con­stan­ter di­ce­mus fi­dei­com­mis­sum re­lic­tum vi­de­ri, qua­si nunc da­tum, cum mors con­tin­git, vi­de­li­cet si du­ra­ve­rit vo­lun­tas post ma­nu­mis­sio­nem. haec uti­que ne­mo cre­det in tes­ta­men­tis nos es­se pro­ba­tu­ros, quia ni­hil in tes­ta­men­to va­let, quo­tiens ip­sum tes­ta­men­tum non va­let, sed si alias fi­dei­com­mis­sum quis re­li­que­rit. 2Hi, qui­bus aqua et ig­ni in­ter­dic­tum est, item de­por­ta­ti fi­dei­com­mis­sum re­lin­que­re non pos­sunt, quia nec tes­ta­men­ti fa­cien­di ius ha­bent, cum sint ἀπόλιδες. 3De­por­ta­tos au­tem eos ac­ci­pe­re de­be­mus, qui­bus prin­ceps in­su­las ad­no­ta­vit vel de qui­bus de­por­tan­dis scrip­sit: ce­te­rum prius quam fac­tum prae­si­dis com­pro­bet, non­dum amis­sis­se quis ci­vi­ta­tem vi­de­tur. pro­in­de si an­te de­ces­sis­set, ci­vis de­ces­sis­se vi­de­tur et fi­dei­com­mis­sum, quod an­te re­li­que­rat, quam sen­ten­tiam pa­te­re­tur, va­le­bit: sed et si post sen­ten­tiam, an­te­quam im­pe­ra­tor com­pro­bet, va­le­bit quod fac­tum est, quia cer­tum sta­tum us­que ad­huc ha­buit. 4A prae­fec­tis ve­ro prae­to­rio vel eo, qui vi­ce prae­fec­tis ex man­da­tis prin­ci­pis co­gnos­cet, item a prae­fec­to ur­bis de­por­ta­tos (quia ei quo­que epis­tu­la di­vi Se­ve­ri et im­pe­ra­to­ris nos­tri ius de­por­tan­di da­tum est) sta­tim amit­te­re ci­vi­ta­tem et id­eo nec tes­ta­men­ti fa­cien­di ius nec fi­dei­com­mit­ten­di con­stat ha­be­re. 5Si quis pla­ne in in­su­lam de­por­ta­tus co­di­cil­los ibi fe­ce­rit et in­dul­gen­tia im­pe­ra­to­ris re­sti­tu­tus is­dem co­di­cil­lis du­ran­ti­bus de­ces­se­rit, pot­est de­fen­di fi­dei­com­mis­sum va­le­re, si mo­do in ea­dem vo­lun­ta­te du­ra­vit. 6Scien­dum est au­tem eo­rum fi­dei com­mit­ti quem pos­se, ad quos ali­quid per­ven­tu­rum est mor­te eius, vel dum eis da­tur vel dum eis non ad­imi­tur. 7Nec tan­tum pro­xi­mi bo­no­rum pos­ses­so­ris, ve­rum in­fe­rio­ris quo­que fi­dei com­mit­te­re pos­su­mus. 8Sed et eius, qui non­dum na­tus est, fi­dei com­mit­ti pos­se, si mo­do na­tus no­bis suc­ces­su­rus sit. 9Il­lud cer­te in­du­bi­ta­te di­ci­tur, si quis in­tes­ta­tus de­ce­dens ab eo, qui pri­mo gra­du ei suc­ce­de­re po­tuit, fi­dei­com­mis­sum re­li­que­rit, si il­lo re­pu­dian­te ad se­quen­tem gra­dum de­vo­lu­ta sit suc­ces­sio, eum fi­dei­com­mis­sum non de­be­re: et ita im­pe­ra­tor nos­ter re­scrip­sit. 10Sed et si a pa­tro­no sit re­lic­tum et ali­quis ex li­be­ris eius mor­tuo eo ad­mis­sus sit ad bo­no­rum pos­ses­sio­nem, idem erit di­cen­dum.

Ulpianus, Trusts, Book I. Where anyone is not certain of his condition, for instance, whether he is a captive in the hands of the enemy, or merely detained by robbers, he cannot execute a will. If, however, he should be ignorant of his legal rights, and thinks, through mistake, that because he has been captured by robbers, he is a slave of the enemy; or if, having been sent on an embassy, he believes that he does not differ from a captive, it is certain that he cannot create a trust, for the reason that he is unable to make a will who is in doubt as to whether he can do so or not. 1Ad Dig. 32,1,1Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 638, Note 17.Where a son under paternal control, or a slave creates a trust by will, it will not be valid. If, however, the case is proposed that either of them should die after being manumitted, we constantly decide that the trust should be held to have been left, just as if it had been created at the time of the party’s death; that is if his intention had continued to exist after the manumission. Let no one suppose that we adopt this same rule with reference to wills, because whenever a will is not valid, none of its contents are valid either, but it is otherwise where anyone leaves a trust. 2Those who have been interdicted from the use of water and fire, as well as persons who have been deported, cannot create a trust by will, because they have not testamentary capacity when they are exiled. 3We must understand those to be deported to whom the Emperor has assigned some island as a residence; or such as he has banished by a written order. But before the Emperor has confirmed the sentence of the Governor, no one is considered to have lost his civil rights. Hence, if he should die before this is done, he is held to have died a citizen, and any trust which he left before he was sentenced will be valid, or one which he created after sentence was imposed upon him, and before the Emperor confirmed it, will also be valid; because up to this time he was still in the possession of his privileges as a citizen. 4So far as those are concerned who have been deported by the Prætorian Prefect, or his Deputy who has cognizance of cases under the direction of the Emperor, or also the Urban Prefect (because the right of deportation was likewise granted to him by a Rescript of the Divine Severus and our Sovereign) they immediately forfeit their civil rights, and therefore it is evident that they have neither testamentary capacity nor legal power to create a trust. 5Ad Dig. 32,1,5Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 638, Note 17.Where anyone who has been deported to an island makes a codicil while there, and having been restored to the enjoyment of his civil rights by the favor of the Emperor, dies, leaving the same codicil unchanged, it can be maintained that the trust will be valid, provided the party always had the same intention. 6Moreover, it should be noted that those can be charged with a trust into whose hands any of a person’s estate is to pass when he dies, whether it is given to them, or whether they are not deprived of it. 7Not only the next of kin who have obtained possession of an estate by the judgment of the Prætor, but also those entitled to it on the ground of intestacy, can be charged with a trust. 8A child who is not yet born can be charged with a trust, if, after it is born, it will become our successor. 9It may undoubtedly be said that if anyone should die intestate, and leave a trust to be executed by the heir entitled to succeed him in the first degree, and the latter should reject the estate, and the succession pass to the next degree, the heir will not be required to execute the trust. This rule Our Emperor stated in a Rescript. 10If a trust should be left by a freedman to be executed by his patron, and he should die, and one of his children should be permitted to take possession of his property, the same rule will apply.

Dig. 32,3Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Si mu­lier do­tem sti­pu­la­ta fue­rit et ac­cep­to tu­lit ma­ri­to in hoc do­tem, ut fi­dei­com­mis­sum det, di­cen­dum est fi­dei­com­mis­sum de­be­ri: per­ce­pis­se enim ali­quid a mu­lie­re vi­de­tur. haec ita, si mor­tis cau­sa do­na­tu­ra mu­lier ma­ri­to fe­cit ac­cep­tum. sed et si mor­tis cau­sa au­xe­rit ma­ri­to do­tem vel in ma­tri­mo­nium eius mor­tis cau­sa red­ie­rit, pot­est di­ci fi­dei­com­mis­sum ab eo de­be­ri. 1Iu­lia­nus scri­bit, si ser­vus mi­hi le­ga­tus sit eum­que ma­nu­mit­te­re ro­ga­tus sim, fi­dei­com­mis­sum a me re­lin­qui non pos­se, sci­li­cet si pu­re ro­get: nam si sub con­di­cio­ne vel in diem, prop­ter fruc­tum me­dii tem­po­ris pos­se me ob­li­ga­ri nec Iu­lia­nus du­bi­ta­ret. 2Si rem quis de­beat ex sti­pu­la­tu ei cui rem le­ga­ve­rit, fi­dei com­mit­te­re eius non pot­erit, li­cet ex le­ga­to com­mo­dum sen­ti­re vi­dea­tur, quod do­mi­nium nan­cis­ci­tur sta­tim nec ex­spec­tat ex sti­pu­la­tu ac­tio­nem: for­tas­sis quis di­cat et sump­tus11Die Großausgabe liest sump­tum statt sump­tus. li­tis, quem sus­ti­ne­ret, si ex sti­pu­la­tio­ne li­ti­ga­ret, eum lu­cra­ri. sed ne­qua­quam di­cen­dum est hu­ius fi­dei com­mit­ti pos­se. 3Sed si ha­ben­ti ti­bi pro­prie­ta­tem usum fruc­tum mor­tis cau­sa ces­se­ro, pot­est di­ci fi­dei­com­mit­te­re me pos­se. nec quem­quam mo­veat, quod usus fruc­tus so­let mor­te ex­stin­gui: nam me­dii po­tius tem­po­ris, quo vi­vat qui do­na­vit, com­mo­dum co­gi­te­mus. 4Si au­tem pig­nus de­bi­to­ris li­be­ra­ve­ro mor­tis cau­sa et eius fi­dei com­mis­se­ro, non pot­est va­le­re fi­dei­com­mis­sum.

Ulpianus, Trusts, Book I. Where a woman made a stipulation with reference to her dowry, and her husband, having taken a receipt from her therefor in order that she might charge him with a trust, it must be said that the trust should be executed, for he is considered to have received something from his wife. This is the case where the woman gives a receipt to her husband, being about to make him a donation mortis causa. But where she increases her dowry in favor of her husband, mortis causa, or marries him again after separation, it may be held that the trust can be executed by him. 1Julianus said that if a slave should be bequeathed to me, and I am asked to manumit him, I cannot be charged with a trust, that is to say, if I am requested to do so absolutely; for if I am asked under a condition, or within a certain period, I will be liable on account of the profit which I will derive from the labors of the slave in the meantime, and upon this point Julianus entertained no doubt. 2Where anyone owes some property to a certain person, as the result of a stipulation, and bequeaths him the property, he cannot charge him with a trust, although the creditor may be held to have benefited by the legacy, because ownership vests at once, and does not wait for an action based on the stipulation. Perhaps someone might say that he would profit by the expenses of the stipulation, which he would have to pay if the matter should come into court; but it can, by no means, be held that he can be charged with a trust. 3If I should transfer to you, mortis causa, the usufruct of certain property of which you have the ownership, it may be held that I can charge you with a trust, nor will the point that the usufruct is ordinarily extinguished by death have any weight, since we must consider the benefits which the owner will obtain during the intermediate time that the party who made the donation survives. 4If, however, I should release the pledge of my debtor, mortis causa, and charge him with a trust, the trust will not be valid.

Dig. 32,5Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Si fue­rit mu­ni­ci­pio le­ga­tum re­lic­tum, ab his qui rem pu­bli­cam ge­runt fi­dei­com­mis­sum da­ri pot­est. 1Si quis non ab he­rede vel le­ga­ta­rio, sed ab he­redis vel le­ga­ta­rii he­rede fi­dei­com­mis­sum re­li­que­rit, hoc va­le­re be­ni­gnum est.

Ulpianus, Trusts, Book I. Where a legacy is left to a municipality, those who are transacting its business can be charged with a trust. 1Where anyone leaves a trust to be executed, not by the heir or legatee himself, but by the heir of said heir or legatee, it is but proper that this should be valid.

Dig. 32,7Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Si de­por­ta­ti ser­vo fi­dei­com­mis­sum fue­rit ad­scrip­tum, ad fis­cum per­ti­ne­re di­cen­dum est, ni­si si eum de­por­ta­tus vi­vo tes­ta­to­re alie­na­ve­rit vel fue­rit re­sti­tu­tus: tunc enim ad ip­sum de­be­bit per­ti­ne­re. 1Si mi­les de­por­ta­to fi­dei­com­mis­sum re­li­que­rit, ve­rius est, quod et Mar­cel­lus pro­bat, ca­pe­re eum pos­se. 2Si quis cre­di­to­ri suo le­ga­ve­rit id quod de­bet, fi­dei com­mit­ti eius non pot­erit, ni­si com­mo­dum ali­quod ex le­ga­to con­se­qua­tur, for­te ex­cep­tio­nis ti­mo­re vel si quod in diem de­bi­tum fuit vel sub con­di­cio­ne.

Ulpianus, Trusts, Book I. Where the slave of a man who has been deported is charged with a trust, it will belong to the Treasury, unless the party who was deported disposed of the slave, or was restored to the enjoyment of his civil rights during the lifetime of the testator, for then it will belong to him. 1Where a soldier charges a man who has been deported with a trust, the better opinion is (and this is also approved by Marcellus), that he cannot receive the trust. 2If anyone should bequeath to his creditor what he owes him, he cannot charge him with a trust, unless the creditor obtains some benefit from the legacy; for example, where he is apprehensive of the filing of an exception, or where the debt was to be paid within a certain time, or under some condition.

Dig. 34,3,14Ul­pia­nus li­bro pri­mo fi­dei­com­mis­so­rum. Idem est et si in diem de­bi­tor fuit vel sub con­di­cio­ne.

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.

Ex libro II

Dig. 30,40Idem li­bro se­cun­do fi­dei­com­mis­so­rum. Sed si res alie­na, cu­ius com­mer­cium le­ga­ta­rius non ha­bet, ei cui ius pos­si­den­di non est per fi­dei­com­mis­sum re­lin­qua­tur, pu­to aes­ti­ma­tio­nem de­be­ri.

Ad Dig. 30,40Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 634, Note 7.The Same, Trusts, Book II. If, however, property belonging to another which the legatee has not control of in the way of trade, and which he has no right to possess, is left subject to a trust, I think that its estimated value will be due.

Dig. 30,42Idem li­bro se­cun­do fi­dei­com­mis­so­rum. si­ve scit, si­ve igno­ra­vit.

The Same, Trusts, Book II. Whether the legatee was aware of this fact or not.

Dig. 31,24Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Cum qui­dam ita fi­dei­com­mis­sum re­li­quis­set: ‘ro­go re­sti­tuas li­ber­tis meis, qui­bus vo­les’, Mar­cel­lus pu­ta­vit pos­se he­redem et in­dig­num prae­fer­re. at si ita: ‘his quos dig­nos pu­ta­ve­ris’, pe­te­re pos­se ait eos qui non of­fen­de­rint. idem ait, si ne­mi­nem eli­gat, om­nes ad pe­ti­tio­nem fi­dei­com­mis­si ad­mit­ti vi­de­ri qua­si iam prae­sen­ti die da­tum, cum sic re­lin­qui­tur ‘qui­bus vo­les’ nec ul­li of­fe­rat. pla­ne si ce­te­ri de­func­ti sunt, su­per­sti­ti dan­dum vel he­redi eius, si prius quam pe­te­ret de­ces­sit. Scae­vo­la au­tem no­tat: si om­nes pe­te­re po­tue­runt, cum nul­li of­fer­tur, cur non et qui de­ces­se­runt, ad he­redem trans­mi­se­runt, uti­que si uno pe­ten­te iam eli­ge­re non pot­est, cui det? vi­de­tur enim Mar­cel­lus, cum fi­dei­com­mis­sum ita re­lin­qui­tur ‘ex li­ber­tis cui vo­lue­ris’, ar­bi­tra­ri, ni­si of­fe­rat cui he­res ve­lit et sta­tim of­fe­rat si­ne ali­quo sci­li­cet in­ter­val­lo, sta­tim com­pe­te­re om­ni­bus pe­ti­tio­nem: cum igi­tur om­ni­bus com­pe­tat, me­ri­to no­ta­tus est, cur su­per­sti­ti so­li pu­tet dan­dum, ni­si for­te an­te­quam ius­tum tem­pus prae­ter­eat, quo po­tuit eli­ge­re cui po­tius of­fe­rat, ce­te­ri de­ces­se­rint.

Ulpianus, Trusts, Book II. Where a certain man left a trust in the following terms, “I charge you to deliver such-and-such property to those of my freedmen whom you may select,” Marcellus thinks that even an heir who is unworthy can be selected. If, however, he had said, “Those whom you may consider worthy;” he holds such as have not committed any offence will be eligible. He also holds that if the heir does not select anyone, all the freedmen will be permitted to claim the legacy, just as if it had been given upon that very day when it was left “To those whom you may select,” and the heir does not tender it to any of them. It is clear that if the other freedmen are dead, it must be delivered to the survivor, or to his heir, if he should die before presenting his claim. Scævola, however, says in a note that if all could demand a legacy when it is not tendered to any of them, why will not those who have died transmit their rights to their heirs, especially where there is only one claiming it, and the heir cannot select the one to whom he may give the legacy? For it appears that Marcellus held that where a trust was bequeathed as follows, “To such of my freedmen as you may select,” unless he tenders the legacy to the party whom he wishes to have it, and does so without any delay, all the heirs will be entitled to claim it. Therefore, since all of them can do this, he very properly thinks that it should be given to the survivor alone, unless the other heirs have died before sufficient time had elapsed during which the heir could select one to whom he could give the legacy.

Dig. 32,11Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Fi­dei­com­mis­sa quo­cum­que ser­mo­ne re­lin­qui pos­sunt, non so­lum La­ti­na vel Grae­ca, sed et­iam Pu­ni­ca vel Gal­li­ca­na vel al­te­rius cu­ius­cum­que gen­tis. 1Quo­tiens quis ex­em­plum tes­ta­men­ti prae­pa­rat et prius de­ce­dat quam tes­te­tur, non va­lent qua­si ex co­di­cil­lis quae in ex­em­plo scrip­ta sunt, li­cet ver­ba fi­dei­com­mis­si scrip­tu­ra ha­beat: et ita di­vum Pium de­cre­vis­se Mae­cia­nus scri­bit. 2Si ita quis scrip­se­rit: ‘il­lum ti­bi com­men­do’, di­vus Pius re­scrip­sit fi­dei­com­mis­sum non de­be­ri: aliud est enim per­so­nam com­men­da­re, aliud vo­lun­ta­tem suam fi­dei­com­mit­ten­tis he­redi­bus in­si­nua­re. 3Cum es­set quis ro­ga­tus re­sti­tue­re por­tio­nem ac­cep­ta cer­ta quan­ti­ta­te, re­spon­sum est ul­tro pe­te­re ip­sum fi­dei­com­mis­sum ab he­rede pos­se. sed utrum, si vo­let, prae­ci­piet re­sti­tuet­que por­tio­nem, an ve­ro et si no­lue­rit, co­ga­tur ac­cep­ta quan­ti­ta­te por­tio­nem re­sti­tue­re, pro­priae est de­li­be­ra­tio­nis. et sa­ne cum quis ro­ga­tur ac­cep­ta cer­ta quan­ti­ta­te por­tio­nem re­sti­tue­re, du­plex est fi­dei­com­mis­sum, unum, ut pos­sit pe­te­re quan­ti­ta­tem pa­ra­tus por­tio­ne ce­de­re, aliud, ut et si non pe­tet, ta­men co­ga­tur fi­dei­com­mis­sa­rio re­sti­tue­re pa­ra­to prae­sta­re quan­ti­ta­tem. 4Si quis ita scrip­se­rit: ‘suf­fi­ciunt ti­bi vi­neae vel fun­dus’, fi­dei­com­mis­sum est, quon­iam et il­lud fi­dei­com­mis­sum es­se ar­bi­tra­mur: ‘con­ten­tus es­to il­la re’. 5Sic fi­dei­com­mis­sum re­lic­tum: ‘ni­si he­res meus no­lue­rit, il­li de­cem da­ri vo­lo’ qua­si con­di­cio­na­le fi­dei­com­mis­sum est et pri­mam vo­lun­ta­tem ex­igit: id­eo­que post pri­mam vo­lun­ta­tem non erit ar­bi­trium he­redis di­cen­di no­luis­se. 6Hoc au­tem ‘cum vo­lue­rit’ trac­tum ha­bet, quam­diu vi­vat is, a quo fi­dei­com­mis­sum re­lic­tum est: ve­rum si an­te­quam de­de­rit, de­ces­se­rit, he­res eius prae­stat. sed et si fi­dei­com­mis­sa­rius, an­te­quam he­res con­sti­tuat, de­ces­se­rit, ad he­redem suum ni­hil trans­tu­lis­se vi­de­tur: con­di­cio­na­le enim es­se le­ga­tum ne­mi­ni du­bium est et pen­den­te con­di­cio­ne le­ga­ti vi­de­ri de­ces­sis­se fi­dei­com­mis­sa­rium. 7Quam­quam au­tem fi­dei­com­mis­sum ita re­lic­tum non de­bea­tur ‘si vo­lue­ris’, ta­men si ita ad­scrip­tum fue­rit: ‘si fue­ris ar­bi­tra­tus’ ‘si pu­ta­ve­ris’ ‘si aes­ti­ma­ve­ris’ ‘si uti­le ti­bi fue­rit vi­sum’ vel ‘vi­de­bi­tur’, de­be­bi­tur: non enim ple­num ar­bi­trium vo­lun­ta­tis he­redi de­dit, sed qua­si vi­ro bo­no com­mis­sum re­lic­tum. 8Pro­in­de si ita sit fi­dei­com­mis­sum re­lic­tum: ‘il­li, si te me­rue­rit’, om­ni­mo­do fi­dei­com­mis­sum de­be­bi­tur, si mo­do me­ri­tum qua­si apud vi­rum bo­num col­lo­ca­re fi­dei­com­mis­sa­rius po­tuit: et si ita sit ‘si te non of­fen­de­rit’, ae­que de­be­bi­tur: nec pot­erit he­res cau­sa­ri non es­se me­ri­tum, si alius vir bo­nus et non in­fes­tus me­ri­tum po­tuit ad­mit­te­re. 9Haec ver­ba: ‘te, fi­li, ro­go, ut prae­dia, quae ad te per­ve­ne­rint, pro tua di­li­gen­tia di­li­gas et cu­ram eo­rum agas, ut pos­sint ad fi­lios tuos per­ve­ni­re’, li­cet non sa­tis ex­pri­munt fi­dei­com­mis­sum, sed ma­gis con­si­lium quam ne­ces­si­ta­tem re­lin­quen­di, ta­men ea prae­dia in ne­po­ti­bus post mor­tem pa­tris eo­rum vim fi­dei­com­mis­si vi­den­tur con­ti­ne­re. 10Si fi­lio a pa­tre he­rede in­sti­tu­to fi­dei­com­mis­sum re­lic­tum fue­rit, et­si ver­bis non sit ita re­lic­tum ‘cum pa­ter mo­re­re­tur’, sed in­tel­le­gi hoc pos­sit, pu­ta quia sic re­lic­tum est ‘ut re­lin­quat fi­lio’ vel ‘vo­lo eum ha­be­re’ vel ‘vo­lo ad eum per­ti­ne­re’, de­fen­de­tur in id tem­pus fi­dei­com­mis­sum re­lic­tum, quo sui iu­ris fi­lius ef­fi­ci­tur. 11Si cui ita fue­rit fi­dei­com­mis­sum re­lic­tum: ‘si mor­te pa­tris sui iu­ris fue­rit ef­fec­tus’ et em­an­ci­pa­tio­ne sui iu­ris fac­tus sit, non vi­de­ri de­fe­cis­se con­di­cio­nem: sed et cum mors pa­tri con­tin­gat qua­si ex­stan­te con­di­cio­ne ad fi­dei­com­mis­sum ad­mit­te­tur. 12Si rem suam tes­ta­tor le­ga­ve­rit eam­que ne­ces­si­ta­te ur­guen­te alie­na­ve­rit, fi­dei­com­mis­sum pe­ti pos­se, ni­si pro­be­tur ad­ime­re ei tes­ta­to­rem vo­luis­se: pro­ba­tio­nem au­tem mu­ta­tae vo­lun­ta­tis ab he­redi­bus ex­igen­dam. 13Er­go et si no­men quis de­bi­to­ris ex­ege­rit, quod per fi­dei­com­mis­sum re­li­quit, non ta­men hoc ani­mo, qua­si vel­let ex­tin­gue­re fi­dei­com­mis­sum, pot­erit di­ci de­be­ri: ni­si for­te in­ter haec in­ter­est: hic enim ex­tin­gui­tur ip­sa con­stan­tia de­bi­ti, ibi res du­rat, tam­et­si alie­na­ta sit. cum ta­men qui­dam no­men de­bi­to­ris ex­egis­set et pro de­po­si­to pe­cu­niam ha­buis­set, pu­ta­vi fi­dei­com­mis­si pe­ti­tio­nem su­per­es­se, ma­xi­me quia non ip­se ex­ege­rat, sed de­bi­tor ul­tro pe­cu­niam op­tu­le­rat, quam of­fe­ren­te ip­so non po­tuit non ac­ci­pe­re. pau­la­tim igi­tur ad­mit­te­mus, et­si ex hac par­te pe­cu­niae rem com­pa­ra­ve­rit, quam non hoc ani­mo ex­egit, ut fi­dei­com­mis­sa­rium pri­va­ret fi­dei­com­mis­so, pos­se ad­huc fi­dei­com­mis­si pe­ti­tio­nem su­per­es­se. 14Si quis il­li­ci­te ae­di­fi­cas­set, id est hoc quod di­r­ui con­sti­tu­tio­nes iu­bent, an fi­dei­com­mis­sum re­lin­que­re ex eo quid pos­sit, vi­dea­mus. et pu­to pos­se: cum enim di­r­ui ne­ces­se sit, nul­la du­bi­ta­tio est, quin se­na­tus con­sul­tum im­pe­d­imen­to non sit. 15Si he­res ro­ga­tus sit cer­tam sum­mam usu­ris cer­tis fae­no­ri da­re, uti­le est fi­dei­com­mis­sum: sed Mae­cia­nus pu­tat non alias co­gen­dum cre­de­re, quam ido­nee ei ca­vea­tur: sed ego pro­cli­vior sum, ut pu­tem cau­tio­nem non ex­igen­dam. 16Si ser­vo alie­no mi­li­tia re­lin­qua­tur, an do­mi­no quae­ra­tur le­ga­tum, quae­ri­tur. et aut scit ser­vum es­se, et di­co aes­ti­ma­tio­nem de­be­ri: aut igno­ra­vit, et de­ne­ga­ri fi­dei­com­mis­si per­se­cu­tio de­bet, quia, si scis­set ser­vum, non re­li­quis­set. 17Ex his ap­pa­ret, cum per fi­dei­com­mis­sum ali­quid re­lin­qui­tur, ip­sum prae­stan­dum quod re­lic­tum est: cum ve­ro ip­sum prae­sta­ri non pot­est, aes­ti­ma­tio­nem es­se prae­stan­dam. 18Si quis de­cem ali­cui per fi­dei­com­mis­sum re­li­que­rit et, si per­di­dis­set id quod tes­ta­men­to re­lic­tum est, rur­sus ei re­li­que­rit, quae­re­ba­tur, an se­quens fi­dei­com­mis­sum va­leat vel an ex­ige­re he­res de­beat cau­tio­nem sal­va fo­re de­cem, ne co­ga­tur ad prae­sta­tio­nem, et an, si sae­pius per­di­dis­set, sae­pius ei sar­ci­re­tur fi­dei­com­mis­sum. di­vus Pius re­scrip­sit ne­que cau­tio­nem ex­igen­dam et non am­plius quam se­mel, post­quam per­di­dis­set, prae­stan­dum: non enim one­ran­dus est he­res, ut in in­fi­ni­tum, quo­tiens per­di­de­rit, re­sti­tue­re ei tan­tun­dem de­beat, sed ut per fi­dei­com­mis­sum pos­te­rius du­pli­ca­ta eius le­ga­ta vi­dean­tur nec am­plius ad pe­ri­cu­lum he­redis per­ti­neat, si quid post­ea is con­sump­se­rit ex­so­lu­to et pos­te­rio­re fi­dei­com­mis­so. 19Item si quis cer­tam quan­ti­ta­tem cui re­li­que­rit et ad­di­de­rit fa­ci­lius hanc sum­mam pos­se com­pen­sa­ri, cum de­bi­tor sit fi­dei­com­mis­sa­rius ex cau­sa he­redi­ta­tis Gaii Se­ii, nec ve­lit il­le he­redi­ta­tem ad­ire Gaii Se­ii, sed pe­tat fi­dei­com­mis­sum: im­pe­ra­tor nos­ter con­tra vo­lun­ta­tem eum tes­tan­tis pe­te­re fi­dei­com­mis­sum re­scrip­sit, cum in fi­dei­com­mis­sis prae­ci­pue spec­tan­da ser­van­da­que sit tes­ta­to­ris vo­lun­tas. 20Ple­rum­que eve­nit mul­to­rum in­ter­es­se id quod re­lin­qui­tur, ve­rum tes­ta­to­rem uni vo­luis­se ho­no­rem ha­bi­tum, et est haec sen­ten­tia Mar­cel­li ve­ris­si­ma. 21Sic eve­nit, ut in­ter­dum si plu­ri­bus tes­ta­tor ho­no­rem ha­be­re vo­luit et de plu­ri­bus sen­sit, quam­vis unum le­ga­tum sit, ta­men ad per­se­cu­tio­nem eius plu­res ad­mit­tan­tur. ut pu­ta si de­cem fue­runt eius­dem rei sti­pu­lan­di et he­res vel fi­dei­com­mis­sa­rius ro­ga­tus est, ut eis sol­ve­ret: hic enim si om­nium in­ter­est et de om­ni­bus sen­sit tes­ta­tor, fi­dei­com­mis­sum re­lic­tum om­nes pe­te­re po­tue­runt. sed utrum in par­tem agent an in so­li­dum, vi­dea­mus: et cre­do, pro­ut cu­ius­que in­ter­est, con­se­quen­tur: unus igi­tur qui oc­cu­pat agen­do to­tum con­se­qui­tur ita, ut ca­veat de­fen­su iri ad­ver­sus ce­te­ros fi­dei­com­mis­sa­rios eum qui sol­vit, si­ve so­cii sunt si­ve non. 22In­ter­dum al­te­rius no­men scri­bi­tur in tes­ta­men­to, al­te­ri ve­ro fi­dei­com­mis­si pe­ti­tio vel le­ga­ti com­pe­tit, ut pu­ta si fi­dei he­redis com­mit­ta­tur, ut ip­se pu­bli­cum pro Ti­tio prae­stet, fi­dei­com­mis­sum hoc vel le­ga­tum non pu­bli­ca­nus pe­tit, li­cet ei sit ad­scrip­tum, sed ip­se pe­te­re pot­erit, pro quo le­ga­tum re­lic­tum est. mul­tum au­tem in­ter­es­se ar­bi­tror, cui vo­luit pro­spec­tum cu­ius­que con­tem­pla­tio­ne tes­ta­tor fe­ce­rit. ple­rum­que au­tem in­tel­le­gen­dum est pri­va­ti cau­sa hoc fe­cis­se, li­cet emo­lu­men­tum pu­bli­ca­no quae­ra­tur. 23Si in ope­re ci­vi­ta­tis fa­cien­do ali­quid re­lic­tum sit, unum­quem­que he­redem in so­li­dum te­ne­ri di­vus Mar­cus et Lu­cius Ve­rus Pro­cu­lae re­scrip­se­runt: tem­pus ta­men co­he­redi prae­sti­tue­runt, in­tra quod mit­tat ad opus fa­cien­dum, post quod so­lam Pro­cu­lam vo­lue­runt fa­ce­re im­pu­ta­tu­ram co­he­redi sump­tum pro par­te eius. 24Er­go et in sta­tua et in ser­vi­tu­te ce­te­ris­que, quae di­vi­sio­nem non re­ci­piunt, idem di­vus Mar­cus re­scrip­sit. 25Si quis opus fa­ce­re ius­sus pa­ra­tus sit pe­cu­niam da­re rei pu­bli­cae, ut ip­sa fa­ciat, cum tes­ta­tor per ip­sum id fie­ri vo­lue­rit, non au­die­tur: et ita di­vus Mar­cus re­scrip­sit.

Ulpianus, Trusts, Book II. Trusts can also be left in any language, not only in Latin or Greek, but also in Carthaginian, Gallic, or the idiom of any nation whatsoever. 1Whenever anyone makes a rough draft of his will, and dies before he completes it, what is contained in the draft is not valid as a codicil, although the document may contain words creating a trust. Mæcianus states that this was decreed by the Divine Pius. 2Where anyone writes, “I recommend So-and-So to you,” the Divine Pius stated in a Rescript that a trust was not created; for it is one thing to recommend a person to his heirs, and another to intimate that it is his intention that they should be charged with a trust for his benefit. 3Where a man was asked to relinquish his share of an estate upon receiving a certain sum of money, it was held that he himself could demand the execution of the trust by the heir. If, however, he desires to do so, can he retain in his hands the sum bequeathed to him, and relinquish his share of the estate; or, indeed, can he, having been tendered the sum bequeathed, be compelled against his will to relinquish his share? He has a right to decide this matter himself. And, indeed, where anyone is asked to relinquish his share of an estate upon receiving a certain sum of money, a double trust is created; first, where the party is ready to give up his share, he can demand a sum of money; and second, even though he does not demand it, still, he can be forced to surrender his share if the trustee is ready to pay him the said sum. 4Where anyone inserts the following in his will, “Such-and-such vineyards, or lands are sufficient for you,” a trust is created, since we consider as a trust the clause, “Let him be content with such-and-such property.” 5Ad Dig. 32,11,5Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. I, § 93, Note 4.Where a trust is left as follows, “I wish my heir to pay ten aurei to So-and-So, unless my heir should be unwilling to do so,” the trust is, to some extent, conditional, and first requires the consent of the heir; hence, after he has consented, he cannot change his mind and allege that he is unwilling to pay. 6When a bequest is made as follows, “If he should be willing,” it involves the question as to how long the party who is charged with the trust may live. If, however, the beneficiary should die before the trustee pays the legacy, the heir of the latter must pay it. But if the trustee should die before he is appointed heir, the trust will not be transmitted to his heir, for no one can doubt that the legacy is conditional, and the trustee is held to have died before the condition was fulfilled. 7Although a trust which is left in the following manner is not valid, namely, “If he should be willing,” it is, nevertheless, valid if expressed as follows: “If you should judge it advisable; if you think it ought to be done, if you should deem it expedient; if it seems, or should seem to you to be advantageous;” for the will does not confer full discretion upon the heir, but the trust is left, as it were, to the judgment of a good citizen. 8Hence, where a trust is left as follows, “If he should render some service to him,” it will undoubtedly be valid, if the beneficiary has been able to render the heir any service of which a good citizen would approve. It will likewise be valid if left as follows, “Provided that he does not offend you,” and the heir cannot allege that the beneficiary does not deserve it, if some other good citizen who is not prejudiced, will admit that the party is deserving of the benefit. 9These words, “I ask you, my son, to take the greatest care of the real property which is to come into your hands, in order that it may pass to your children,” although they do not exactly express the creation of a trust, as they rather imply advice than the obligation of leaving the property to the children; still, the devise of said land is considered to have the effect of a trust for the benefit of the grandchildren, after the death of their father. 10Where a trust is left to a son who has been appointed the heir of his father, while it was not expressly stated that it would take effect at the death of the latter, this may be inferred; for instance, because the following words are used, “In order that he may leave the property to his son,” or, “I wish him to have the property,” or, “I wish it to belong to him,” it can be maintained that the execution of the trust is to be postponed until the son becomes his own master. 11Where a trust has been left to anyone in the following terms: “If he should become his own master at the death of his father,” and he becomes independent by emancipation, the condition will not be held to have failed, but he will obtain the benefit of the trust at the time of his father’s death, just as if the condition had been fulfilled. 12Where a testator bequeathed certain property belonging to him, and afterwards alienated it through urgent necessity, the execution of the trust can be demanded, unless it can be proved that the testator intended to deprive him of the benefit of it, the fact, of his having changed his mind must, however, be proved by the heirs. 13Therefore, if anyone should collect the note of a debtor which he had in trust but did not, by enforcing payment, intend to annul the trust, it can be said that it must be executed. There is, however, a certain difference between these two cases; for, in one, the substance of the debt itself is extinguished, but in the other, the property still remains, although it may have been alienated. But I held that the claim for the execution of the trust still existed, even though a certain party had exacted the payment of a note of the debtor and retained possession of the money as a deposit, especially because the creditor did not himself demand the money, but the debtor tendered it of his own accord, and he, having done so, the former could not refuse to accept it. Therefore, by degrees we admit that, even if the testator had purchased property with this money which he did not collect with the intention of depriving the beneficiary of the bequest to which he was entitled, the demand for the execution of the trust can still be made. 14Where anyone builds a house in an unlawful manner (that is to say one which the Imperial Constitutions say should be demolished), let us see whether a person can leave anything of which it is composed, by way of trust. I think that he can do so; for although it is necessary for the house to be torn down, still, there is no doubt that the terms of the Decree of the Senate offer no obstacle to such a disposition of the property. 15Where an heir is requested to lend a sum of money at a specified rate of interest, the trust is valid. Mæcianus, however, thinks that he cannot be compelled to lend it, unless he is furnished with proper security. I am more inclined to the opinion that security should not be required. 16Where a commission in the army is left in trust to the slave of another, the question arises whether the legacy is acquired by his master. I hold that the estimated value of the legacy must be paid if the testator knew that the party was a slave; but if he was ignorant of the fact, the master should not be permitted to demand the execution of the trust, because if the testator had known that the legatee was a slave, he would not have left him the bequest. 17It is evident from these cases, that when anything is left by way of trust, the article itself must be delivered, and when this cannot be done, the appraised value of the same must be paid. 18If anyone should leave ten aurei to someone by a trust, and agree to leave the same amount to him a second time, if he should lose what was left to him by the will, the question arose whether the second trust would be valid, or whether the heir should require security to protect himself, lest he might be compelled to pay the ten aurei again; and also if the sum should be lost several times, whether the trustee ought to be called upon to make it good. The Divine Pius stated in a Rescript that no security should be required, and that where the property had been lost, it should not be replaced more than once by the trustee, for the heir ought not to be indefinitely burdened, and compelled to repay the said sum of money every time it was lost, but, as the legacy seems to be doubled by the second trust, no further liability attaches to the heir, if the beneficiary should afterwards waste what he has received under it. 19Likewise, if anyone should bequeath a certain sum of money to anyone, and add that the said sum can easily be set off, as the beneficiary is himself a debtor to the estate of the testator, Gaius Seius, and he refuses to accept the estate of the said Gaius Seius, but demands the execution of the trust, Our Emperor stated in a Rescript that such a demand was contrary to the intention of the testator, as with reference to trusts the intention of the testator must by all means be considered and observed. 20It frequently happens that what was left is intended for the benefit of several persons; but the testator desired to honor only one of them by mentioning him. This opinion of Marcellus is perfectly correct. 21Hence, it happens that, sometimes, where a testator wished to do honor to several persons, and had them all in his mind, although there was but one legacy, still, several are permitted to claim it, as for instance, where ten persons stipulated for the same property, and the heir or trustee was requested to pay them, for in this case, if it was to the interest of all of them, and the testator had them in his mind, they all could demand the execution of the trust. But let us see whether each can bring an action for his share, or for the entire amount. I think that they can bring suit according to the interest of each one, and therefore the one who first proceeds will obtain the entire amount, provided he gives security that he will defend the party who paid him against all the other beneficiaries of the trust, whether they are partners or not. 22Sometimes, however, the right to make a demand for the execution of a trust, or for a legacy, will belong to another party than the one whose name is mentioned in the will; as, for example, where the heir is charged to pay a public tax for Titius, the farmer of the revenue must make the demand for the execution of the trust, or for the payment of the legacy; although he may be the person mentioned, and Titius himself can demand the legacy which was left to him. I think that it makes a great deal of difference whom the testator had in his mind, and whom he intended to benefit. Generally, however, it should be understood that he acted for the advantage of a private individual, although the profit may have actually enured to the farmer of the revenue. 23Where something is left for the erection of a public work in a city, the Divine Marcus and Lucius Verus stated in a Rescript directed to Procula that each heir was liable for the entire amount. They, however, in this instance, granted time to a co-heir during which he might send persons to do the work, and after this time they decided that Procula alone would be liable, and that she could collect from her co-heir his share of the expense which she had incurred. 24The Divine Marcus also stated in a Rescript that the same rule was applicable to a statue, a servitude, and other things which are incapable of division. 25Where anyone is ordered to construct a public work, and offers to furnish the money to the city in order that it may construct it, when the testator intended that the trustee himself should do so, he shall not be heard; and this the Divine Marcus stated in a Rescript.

Dig. 33,1,14Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Si cui an­nuum fue­rit re­lic­tum si­ne ad­iec­tio­ne sum­mae, ni­hil vi­de­ri huic ad­scrip­tum Me­la ait: sed est ve­rior Ner­vae sen­ten­tia, quod tes­ta­tor prae­sta­re so­li­tus fue­rat, id vi­de­ri re­lic­tum: si mi­nus, ex dig­ni­ta­te per­so­nae sta­tui opor­te­bit.

Ulpianus, Trusts, Book II. Mela says that if a legacy payable annually would be left to anyone without mentioning the amount, the bequest is void. The opinion of Nerva, however, is better, namely, that the testator is considered to have bequeathed what he was accustomed to give during his lifetime; but that, in every instance, the rank of the parties must be taken into consideration.

Dig. 34,1,14Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Me­la ait, si pue­ro vel puel­lae ali­men­ta re­lin­quan­tur, us­que ad pu­ber­ta­tem de­be­ri. sed hoc ve­rum non est: tam­diu enim de­be­bi­tur, do­nec tes­ta­tor vo­luit, aut, si non pa­ret quid sen­tiat, per to­tum tem­pus vi­tae de­be­bun­tur. 1Cer­te si us­que ad pu­ber­ta­tem ali­men­ta re­lin­quan­tur, si quis ex­em­plum ali­men­to­rum, quae du­dum pue­ris et puel­lis da­ban­tur, ve­lit se­qui, sciat Ha­d­ria­num con­sti­tuis­se, ut pue­ri us­que ad de­ci­mum oc­ta­vum, puel­lae us­que ad quar­tum de­ci­mum an­num alan­tur, et hanc for­mam ab Ha­d­ria­no da­tam ob­ser­van­dam es­se im­pe­ra­tor nos­ter re­scrip­sit. sed et­si ge­ne­ra­li­ter pu­ber­tas non sic de­fi­ni­tur, ta­men pie­ta­tis in­tui­tu in so­la spe­cie ali­men­to­rum hoc tem­pus ae­ta­tis es­se ob­ser­van­dum non est in­ci­vi­le. 2Sed si ali­men­ta, quae vi­vus prae­sta­bat, re­li­que­rit, ea de­mum prae­sta­bun­tur, quae mor­tis tem­po­re prae­sta­re so­li­tus erat: qua­re si for­te va­rie prae­sti­te­rit, eius ta­men tem­po­ris prae­sta­tio spec­ta­bi­tur, quod pro­xi­mum mor­tis eius fuit. quid er­go, si, cum tes­ta­re­tur, mi­nus prae­sta­bat, plus mor­tis tem­po­re, vel con­tra? ad­huc erit di­cen­dum eam prae­sta­tio­nem se­quen­dam, quae no­vis­si­ma fuit. 3Qui­dam li­ber­tis suis ut ali­men­ta, ita aquam quo­que per fi­dei­com­mis­sum re­li­que­rat: con­su­le­bar de fi­dei­com­mis­so. cum in ea re­gio­ne Afri­cae vel for­te Ae­gyp­ti res agi pro­po­ne­ba­tur, ubi aqua ve­na­lis est, di­ce­bam igi­tur es­se emo­lu­men­tum fi­dei­com­mis­si, si­ve quis ha­bens cis­ter­nas id re­li­que­rit si­ve non, ut sit in fi­dei­com­mis­so, quan­to quis aquam si­bi es­set com­pa­ra­tu­rus. nec vi­de­ri in­uti­le es­se fi­dei­com­mis­sum qua­si ser­vi­tu­te prae­dii non pos­ses­so­ri vi­ci­nae pos­ses­sio­nis re­lic­ta: nam et haus­tus aquae ut pe­co­ris ad aquam ad­pul­sus est ser­vi­tus per­so­nae, ta­men ei, qui vi­ci­nus non est, in­uti­li­ter re­lin­qui­tur: in ea­dem cau­sa erunt ges­tan­di vel in tuo uvas pre­men­di vel areae tuae ad fru­men­ta ce­te­ra­que le­gu­mi­na ex­pri­men­da uten­di. haec enim aqua per­so­nae re­lin­qui­tur.

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. 1But 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. 2Where 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. 3Ad Dig. 34,1,14,3Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. I, § 202, Note 2.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.

Dig. 34,1,21Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Dia­riis vel ci­ba­riis re­lic­tis ne­que ha­bi­ta­tio­nem ne­que ves­tia­rium ne­que cal­cia­rium de­be­ri pa­lam est, quon­iam de ci­bo tan­tum tes­ta­tor sen­sit.

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.

Dig. 36,1,18Idem li­bro se­cun­do fi­dei­com­mis­so­rum. Ex fac­to trac­ta­tum est, an per fi­dei­com­mis­sum ro­ga­ri quis pos­sit, ut ali­quem he­redem fa­ciat. et se­na­tus cen­suit ro­ga­ri qui­dem quem­quam, ut ali­quem he­redem fa­ciat, non pos­se: ve­rum vi­de­ri per hoc ro­gas­se, ut he­redi­ta­tem suam ei re­sti­tuat, id est quid­quid ex he­redi­ta­te sua con­se­cu­tus est ut ei re­sti­tue­ret. 1Iu­lia­nus quo­que li­bro qua­dra­gen­si­mo di­ges­to­rum fi­dei­com­mis­sum ta­le va­le­re ait: ‘fi­dei tuae com­mit­to, ut he­redi­ta­tem Ti­tii re­sti­tuas’, cum es­set is qui ro­ga­tus est a Ti­tio he­res in­sti­tu­tus. 2Non tan­tum au­tem si he­redem quem scrip­se­ro, pot­ero ro­ga­re, ut he­redem fa­ciat ali­quem, ve­rum et­iam si le­ga­tum il­li vel quid aliud re­li­que­ro: nam hac­te­nus erunt ob­li­ga­ti, qua­te­nus quid ad eos per­ve­nit. 3Si quis ca­ve­rit ‘pe­to ut il­li des’ aut ‘il­li fi­dei­com­mis­sum re­lin­quas’ aut ‘il­li li­ber­ta­tem ad­scri­bas’, ad­mit­ten­da sunt: nam cum in he­redum in­sti­tu­tio­ne se­na­tus cen­suit uti­le, de ce­te­ris quo­que idem erit ac­ci­pien­dum. 4Si quis ro­ga­tus fue­rit, ut, si si­ne li­be­ris de­ces­se­rit, re­sti­tuat he­redi­ta­tem, Pa­pi­nia­nus li­bro oc­ta­vo re­spon­so­rum scri­bit et­iam na­tu­ra­lem fi­lium ef­fi­ce­re, ut de­fi­ciat con­di­cio: et in li­ber­ti­no eo­dem col­li­ber­to hoc scri­bit. mi­hi au­tem, quod ad na­tu­ra­les li­be­ros at­ti­net, vo­lun­ta­tis quaes­tio vi­de­bi­tur es­se, de qua­li­bus li­be­ris tes­ta­tor sen­se­rit: sed hoc ex dig­ni­ta­te et ex vo­lun­ta­te et ex con­di­cio­ne eius qui fi­dei­com­mi­sit ac­ci­pien­dum erit. 5Ex fac­to trac­ta­tum me­mi­ni: ro­ga­ve­rat quae­dam mu­lier fi­lium suum, ut, si si­ne li­be­ris de­ces­sis­set, re­sti­tue­ret he­redi­ta­tem fra­tri suo: is post­ea de­por­ta­tus in in­su­la li­be­ros sus­ce­pe­rat: quae­re­ba­tur igi­tur, an fi­dei­com­mis­si con­di­cio de­fe­cis­set. nos igi­tur hoc di­ce­mus con­cep­tos qui­dem an­te de­por­ta­tio­nem, li­cet post­ea edan­tur, ef­fi­ce­re, ut con­di­cio de­fi­ciat, post de­por­ta­tio­nem ve­ro sus­cep­tos qua­si ab alio non prod­es­se, ma­xi­me cum et­iam bo­na cum sua quo­dom­mo­do11Die Großausgabe liest quo­dam­mo­do statt quo­dom­mo­do. cau­sa fis­co sint vin­di­can­da. 6Si quis ro­ga­tus fue­rit fi­liis suis vel cui ex his vo­lue­rit re­sti­tue­re he­redi­ta­tem, Pa­pi­nia­nus li­bro oc­ta­vo re­spon­so­rum et­iam de­por­ta­to ei tri­buit eli­gen­di fa­cul­ta­tem, cui li­ber fac­tus fi­dei­com­mis­sum re­sti­tui ve­lit. sed si ser­vus poe­nae fue­rit con­sti­tu­tus, nul­lo an­te con­cep­to fi­lio iam pa­re­re con­di­cio­ni non pot­erit de­ces­sis­se­que si­ne li­be­ris vi­de­tur. sed cum de­ce­dit, elec­tio­nem il­lam, quam Pa­pi­nia­nus de­por­ta­to de­dit, huic da­ri non opor­tet. 7Si quis au­tem sus­ce­pe­rit qui­dem fi­lium, ve­rum vi­vus amis­e­rit, vi­de­bi­tur si­ne li­be­ris de­ces­sis­se. sed si nau­fra­gio vel rui­na vel ad­gres­su vel quo alio mo­do si­mul cum pa­tre per­ie­rit, an con­di­cio de­fe­ce­rit, vi­dea­mus. et ma­gis non de­fe­cis­se ar­bi­tror, quia non est ve­rum fi­lium eius su­per­vi­xis­se. aut igi­tur fi­lius su­per­vi­xit pa­tri et ex­tin­xit con­di­cio­nem fi­dei­com­mis­si, aut non su­per­vi­xit et ex­ti­tit con­di­cio: cum au­tem, quis an­te et quis post­ea de­ces­se­rit, non ap­pa­ret, ex­ti­tis­se con­di­cio­nem fi­dei­com­mis­si ma­gis di­cen­dum est. 8Si quis ita fi­dei­com­mis­sum re­li­que­rit: ‘fi­dei tuae, fi­li, com­mit­to, ut, si alie­no he­rede mo­ria­ris, re­sti­tuas Se­io he­redi­ta­tem’, vi­de­ri eum de li­be­ris sen­sis­se di­vus Pius re­scrip­sit: et id­eo, cum qui­dam si­ne li­be­ris de­ce­de­ret, avun­cu­lum ab in­tes­ta­to bo­no­rum pos­ses­so­rem ha­bens, ex­ti­tis­se con­di­cio­nem fi­dei­com­mis­si re­scrip­sit.

The Same, Trusts, Book II. In a matter which was under discussion, the question arose whether anyone could, under the terms of a trust, be charged to appoint another his heir. The Senate decreed that anyone could not be charged to appoint another his heir, but if he did so it was held that it would be the same as if he had been asked to transfer his estate to him; that is to say, to transfer to him anything which he may have received from his estate. 1Julianus also, in the Fortieth Book of the Digest, says that a trust in the following terms will be valid, “I charge you to transfer the estate of Titius,” when he who was asked to do this was appointed an heir by Titius. 2If I should appoint someone my heir, I can not only ask him to appoint another person his heir, but also if I should bequeath to him a legacy, or anything else, I can do so; for persons of this kind are liable to the amount of any property which may come into their hands. 3If anyone should insert the following into his will, “I ask you to give such-and-such an article to So-and-So,” or “leave him something under a trust,” or “bequeath him his freedom,” such legacies are valid; for, as the Senate decreed that a trust is valid with reference to the appointment of heirs, so the same rule must be understood to apply to other testamentary dispositions. 4If anyone should be asked to transfer an estate provided he died without issue, Papinianus, in the Eighth Book of Opinions, says that the condition will fail to be fulfilled if the person should leave even a natural child; and he asserts that the same rule will apply to a freedman, where a child of this kind is manumitted with him. For my part, however, I think that this question, so far as natural children are concerned, seems to depend upon the intention of the testator, and what kind of children he had in his mind; for when he charged anyone with a trust of this description, his rank, wishes, and condition must all be taken into account. 5I remember that the following point was discussed. A certain woman requested her son to transfer the estate to his brother, if he should die without issue, and the son, after having been banished, had children in the island to which he was sent. Hence, the question arose whether the condition upon which the trust was dependent had failed to be complied with. We are of the opinion that where children are conceived before the banishment, even though they may be born afterwards, this causes the condition to fail; but where they are both conceived and born after the banishment, the case is different, because they are, as it were, born to a stranger, and especially should this be considered where all the property of the person is subject to confiscation by the Treasury. 6Where a man is asked to transfer an estate to his children, or to anyone of them whom he may select, Papinianus, in the Eighth Book of Opinions, concedes the right of selection even to a person who has been banished; if, having become free, he desires the restoration of the trust. Where, however, he was condemned to penal servitude, without any child having previously been conceived, he will be unable to comply with the condition, for he is considered to have died without issue. But he cannot be granted the privilege of selection which Papinianus accords to a person who is under sentence of banishment at the time of his death. 7If, however, he should have a child, but should lose it during his lifetime, he will be considered to have died without issue. But let us see if the child should die at the same time as its father, through a shipwreck, or the fall of a house, or an attack, or any other occurrence, whether the condition would fail to be fulfilled. I think that the condition would not fail, because, in this instance, it is not certain that the child survived its father, therefore it either survived its father and this extinguished the condition of the trust, or it did not survive him, and the condition was fulfilled. Moreover, as it is not apparent which one died before, and which one after the other, the better opinion is to hold that the condition of the trust was fulfilled. 8If anyone should leave a trust as follows, “My son, if you should die after having appointed a foreign heir, I charge you to transfer my estate to Seius,” the Divine Pius stated in a Rescript that the testator seems to have had reference to the heir’s children; therefore, where anyone dies without issue, leaving a maternal uncle entitled to prætorian possession, on the ground of intestacy, the Emperor declared in a Rescript that the condition of the trust had been fulfilled.

Dig. 50,17,94Ul­pia­nus li­bro se­cun­do fi­dei­com­mis­so­rum. Non so­lent quae ab­un­dant vi­tia­re scrip­tu­ras.

Ulpianus, Trusts, Book II. It is not usual for superfluous matter to vitiate a document.

Ex libro III

Dig. 36,1,1Ul­pia­nus li­bro ter­tio fi­dei­com­mis­so­rum. Ex­pli­ci­to trac­ta­tu, qui ad fi­dei­com­mis­sa sin­gu­la­rum re­rum per­ti­net, trans­ea­mus nunc ad in­ter­pre­ta­tio­nem se­na­tus con­sul­ti Tre­bel­lia­ni. 1Fac­tum est enim se­na­tus con­sul­tum tem­po­ri­bus Ne­ro­nis oc­ta­vo ca­len­das Sep­tem­bres An­naeo Se­ne­ca et Tre­bel­lio Ma­xi­mo con­su­li­bus, cu­ius ver­ba haec sunt: 2‘Cum es­set ae­quis­si­mum in om­ni­bus fi­dei­com­mis­sa­riis he­redi­ta­ti­bus, si qua de his bo­nis iu­di­cia pen­de­rent, ex his eos sub­ire, in quos ius fruc­tus­que trans­fer­re­tur, po­tius quam cui­que pe­ri­cu­lo­sum es­se fi­dem suam: pla­cet, ut ac­tio­nes, quae in he­redem he­redi­bus­que da­ri so­lent, eas ne­que in eos ne­que his da­ri, qui fi­dei suae com­mis­sum sic, uti ro­ga­ti es­sent, re­sti­tuis­sent, sed his et in eos, qui­bus ex tes­ta­men­to fi­dei­com­mis­sum re­sti­tu­tum fuis­set, quo ma­gis in re­li­quum con­fir­men­tur su­pre­mae de­func­to­rum vo­lun­ta­tes’. 3Sub­la­ta est hoc se­na­tus con­sul­to du­bi­ta­tio eo­rum, qui ad­ire he­redi­ta­tem re­cu­sa­re seu me­tu li­tium seu prae­tex­tu me­tus cen­sue­runt. 4Quam­quam au­tem se­na­tus sub­ven­tum vo­luit he­redi­bus, sub­ve­nit ta­men et fi­dei­com­mis­sa­rio: nam in eo, quod he­redes, si con­ve­nian­tur, ex­cep­tio­ne uti pos­sunt, he­redi­bus sub­ven­tum est: in eo ve­ro, quod, si agant he­redes, re­pel­lun­tur per ex­cep­tio­nem quod­que agen­di fa­cul­tas fi­dei­com­mis­sa­riis com­pe­tit, pro­cul du­bio con­sul­tum est fi­dei­com­mis­sa­riis. 5Hoc au­tem se­na­tus con­sul­tum lo­cum ha­bet, si­ve ex tes­ta­men­to quis he­res es­set si­ve ab in­tes­ta­to ro­ga­tus­que sit re­sti­tue­re he­redi­ta­tem. 6In fi­lii quo­que fa­mi­lias mi­li­tis iu­di­cio, qui de cas­tren­si pe­cu­lio vel qua­si cas­tren­si tes­ta­ri pot­est, se­na­tus con­sul­tum lo­cum ha­bet. 7Bo­no­rum quo­que pos­ses­so­res vel alii suc­ces­so­res ex Tre­bel­lia­no re­sti­tue­re po­tue­runt he­redi­ta­tem. 8De il­lo quae­ri­tur, an is, cui ex cau­sa fi­dei­com­mis­si re­sti­tu­ta est he­redi­tas ex Tre­bel­lia­no se­na­tus con­sul­to, ip­se quo­que re­sti­tuen­do ex eo­dem se­na­tus con­sul­to trans­fe­rat ac­tio­nes: et Iu­lia­nus scri­bit et­iam ip­sum trans­fer­re ac­tio­nes, quod et Mae­cia­nus pro­bat et no­bis pla­cet. 9Sed et quo­tiens quis ro­ga­tus duo­bus re­sti­tue­re he­redi­ta­tem, al­te­ri pu­re vel in diem, al­te­ri sub con­di­cio­ne, su­spec­tam di­cit: ei, cui erat ro­ga­tus pu­re vel in diem re­sti­tue­re, in­ter­im uni­ver­sam he­redi­ta­tem re­sti­tui se­na­tus cen­suit, cum au­tem ex­sti­te­rit con­di­cio, si ve­lit alius fi­dei­com­mis­sa­rius par­tem suam sus­ci­pe­re, trans­ire ad eum ip­so iu­re ac­tio­nes. 10Si fi­lio vel ser­vo he­rede in­sti­tu­to ro­ga­to­que re­sti­tue­re he­redi­ta­tem do­mi­nus vel pa­ter re­sti­tuat, ex Tre­bel­lia­no trans­fe­run­tur ac­tio­nes: quod est et­iam, si suo no­mi­ne ro­ga­ti sunt re­sti­tue­re. 11Idem est et si ip­si fi­lio pa­ter ro­ga­tus sit re­sti­tue­re he­redi­ta­tem. 12Sed et si tu­tor vel cu­ra­tor ad­ules­cen­tis vel fu­rio­si ro­ga­tus sit re­sti­tue­re he­redi­ta­tem, si­ne du­bio Tre­bel­lia­no lo­cus erit. 13Fuit quae­si­tum, si ip­si tu­to­ri ro­ga­tus sit re­sti­tue­re pu­pil­lus, an ip­so auc­to­re re­sti­tu­tio­nem fa­ce­re pos­sit? et est de­cre­tum a di­vo Se­ve­ro non pos­se tu­to­ri se auc­to­re re­sti­tue­re he­redi­ta­tem, quia in rem suam auc­tor es­se non pot­est. 14Cu­ra­to­ri ta­men ad­ules­cen­tis ab ad­ules­cen­te pot­erit re­sti­tui he­redi­tas, quon­iam ne­ces­sa­ria non est auc­to­ri­tas ad re­sti­tu­tio­nem. 15Si au­tem col­le­gium vel cor­pus sit, quod ro­ga­tum est re­sti­tue­re de­cre­to eo­rum cui, qui sunt in col­le­gio vel cor­po­re, in sin­gu­lis in­spec­ta eo­rum per­so­na re­sti­tu­tio­nem va­le­re: nec enim ip­se si­bi vi­de­tur quis ho­rum re­sti­tue­re. 16Si he­res prae­cep­to fun­do ro­ga­tus sit he­redi­ta­tem re­sti­tue­re, ex Tre­bel­lia­no se­na­tus con­sul­to re­sti­tuet he­redi­ta­tem. nec mul­tum fa­cit, si fun­dus pig­no­ri da­tus est: ne­que enim ae­ris alie­ni per­so­na­lis ac­tio fun­dum se­qui­tur, sed eum, cui he­redi­tas ex Tre­bel­lia­no se­na­tus con­sul­to re­sti­tu­ta est. sed ca­ven­dum est he­redi a fi­dei­com­mis­sa­rio, ut, si for­te fun­dus fue­rit evic­tus a cre­di­to­re, ha­beat he­res cau­tum. Iu­lia­nus au­tem ca­ven­dum non pu­tat, sed aes­ti­man­dum fun­dum, quan­ti va­let si­ne hac cau­tio­ne, hoc est quan­ti ven­de­re pot­est si­ne cau­tio­ne: et si pot­est tan­ti ven­de­re non in­ter­po­si­ta cau­tio­ne, quan­tum fa­cit quar­ta pars bo­no­rum, ex Tre­bel­lia­no trans­itu­ras ac­tio­nes: si mi­no­ris, re­ten­to eo quod de­est si­mi­li­ter ex Tre­bel­lia­no re­sti­tu­tio­nem fie­ri: quae sen­ten­tia mul­tas quaes­tio­nes dir­imit. 17Si is, qui qua­drin­gen­ta in bo­nis ha­beat, tre­cen­ta le­ga­ve­rit et de­duc­tis du­cen­tis ro­ga­ve­rit he­redem Se­io re­sti­tue­re he­redi­ta­tem, an tre­cen­to­rum onus fi­dei­com­mis­sa­rius sub­eat an ve­ro hac­te­nus, qua­te­nus ad eum ex he­redi­ta­te per­ve­nit? Iu­lia­nus ait com­pe­te­re qui­dem ad­ver­sus eum tre­cen­to­rum pe­ti­tio­nem, non au­tem am­plius quam in du­cen­tis ac­tio­nem ad­ver­sus fi­dei­com­mis­sa­rium da­tu­rum, in he­redem au­tem cen­tum. et mi­hi vi­de­tur ve­ra es­se Iu­lia­ni sen­ten­tia, ne dam­num fi­dei­com­mis­sa­rius sen­tiat ul­tra, quam ad eum ex he­redi­ta­te quid per­ve­nit: ne­mi­nem enim opor­te­re plus le­ga­ti no­mi­ne prae­sta­re, quam ad eum ex he­redi­ta­te per­ve­nit, quam­vis Fal­ci­dia ces­set, ut re­scrip­to di­vi Pii con­ti­ne­tur. 18De­ni­que nec ex mi­li­tis tes­ta­men­to plus le­ga­to­rum no­mi­ne prae­sta­tur, quam quan­ti­tas est he­redi­ta­tis ae­re alie­no de­duc­to. nec ta­men quar­tam re­ti­ne­re fi­dei­com­mis­sa­rio per­mit­ti­tur. 19In­de Ne­ra­tius scri­bit, si he­res ro­ga­tus re­sti­tue­re to­tam he­redi­ta­tem non de­duc­ta Fal­ci­dia ro­ga­to et ip­si, ut alii re­sti­tuat, non uti­que de­be­re eum de­tra­he­re fi­dei­com­mis­sa­rio se­cun­do quar­tam, ni­si li­be­ra­li­ta­tem tan­tum ad prio­rem fi­dei­com­mis­sa­rium he­res vo­luit per­ti­ne­re. 20Sed si qua­drin­gen­ta ha­bens du­cen­ta le­ga­ve­rit Ti­tio et par­tem di­mi­diam he­redi­ta­tis Sem­pro­nio re­sti­tue­re ro­ga­ve­rit, ex Tre­bel­lia­no re­sti­tu­tio­nem fa­cien­dam Iu­lia­nus ait et le­ga­to­rum pe­ti­tio­nem scin­di sic, ut cen­tum qui­dem pe­tan­tur ab he­rede, cen­tum ve­ro alia le­ga­ta­rius a fi­dei­com­mis­sa­rio pe­tat. quod id­cir­co di­cit Iu­lia­nus, quon­iam se­cun­dum hanc ra­tio­nem in­te­gram quar­tam ha­bet, id est cen­tum in­te­gra. 21Idem Iu­lia­nus scri­bit, si is, qui qua­drin­gen­ta in bo­nis ha­beat, tre­cen­ta le­gas­set et de­duc­tis cen­tum ro­gas­set he­redem, ut he­redi­ta­tem Sem­pro­nio re­sti­tuat, de­be­re di­ci de­duc­tis cen­tum re­sti­tu­ta he­redi­ta­te le­ga­to­rum ac­tio­nem in fi­dei­com­mis­sa­rium da­ri.

Ulpianus, Trusts, Book III. Ad Dig. 36,1,1 pr.Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. II, § 426, Note 14.After having discussed matters relating to trusts of different kinds of property, let us now pass to the interpretation of the Trebellian Decree of the Senate. 1This Decree of the Senate was enacted in the time of Nero, on the eighth of the Kalends of September, during the Consulate of Anneus Seneca and Trebellius Maximus. 2The words of the Decree are as follows: “As it is perfectly just that, with reference to all trusts involving estates where anything is to be paid out of property, recourse should be had to those to whom the rights and profits of the estate are transferred, rather than that the heirs should incur any risk on account of the faith reposed in them, it is hereby decreed that actions which are usually granted for and against the heirs shall not be allowed where the latter have transferred the property under the terms of a trust, as they were charged to do; but that in these instances actions shall be granted for and against those to whom the property has been transferred under the trust created by the will, in order that the last wishes of deceased persons may be more thoroughly executed, so far as the remainder of the estate is concerned.” 3By this Decree of the Senate, the doubts of those who have determined to refuse to accept the estate, either through apprehension of litigation or on account of fear are removed. 4But, although the Senate intended to come to the relief of heirs, it also comes to the relief of the beneficiary of the trust. For it is granted to the heirs, since they can avail themselves of an exception if suit is brought against them; and if the heirs bring suit they can be barred by an exception which the beneficiaries of the trust have a right to avail themselves of, hence there is no doubt that their interests have likewise been consulted. 5This Decree of the Senate applies whether anyone who is either a testamentary heir, or the heir-at-law, was charged to transfer the estate. 6It also applies to the case of the will of a soldier who is under paternal control, and who has the right to dispose of his castrense peculium or his quasi castrense peculium. 7The possessors of property under the Prætorian Law, or any other successors, can transfer an estate by virtue of the Trebellian Decree of the Senate. 8The question arises whether he to whom an estate has been transferred by the terms of a trust under the Trebellian Decree of the Senate can himself assign his rights of action by the same Decree of the Senate, where he has been charged to transfer the estate. Julianus says that he also can assign his rights of action. This opinion Marcianus also approves, and we ourselves adopt it. 9Where, however, anyone has been charged to transfer an estate to two persons, to one of them absolutely or within a certain time, and to the other under a condition, and he alleges that the estate is probably insolvent, the Senate decreed that the entire estate should be transferred to the party to whom the heir was asked to transfer it absolutely, or within a certain time. If, however, the condition should be fulfilled, and the other beneficiary should desire to accept his share, the rights of action will pass to him by operation of law. 10Where a son or a slave is appointed an heir, and is charged to transfer the estate, and the master or father should transfer it, the rights of action will pass to the beneficiary of the trust, by virtue of the Trebellian Decree of the Senate. This will be the case even if the parties are charged to transfer the property in their own names. 11The same rule applies where a father is charged to transfer the estate by the son himself. 12Where the guardian or curator of a minor or an insane person is charged to transfer an estate, the Trebellian Decree of the Senate will undoubtedly apply. 13Where a minor was charged to transfer the estate to the guardian himself, the question arose whether he could do so by the authority of his guardian. It was decided by the Divine Severus that he could not transfer the estate to his guardian by the authority of the latter, because no one can act as judge in his own case. 14Still, the estate of a minor can be transferred by him to his curator, as the authority of the latter is not necessary to render the transfer legal. 15Ad Dig. 36,1,1,15Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. I, § 58, Note 4.Moreover, where an association or a corporate body is charged to transfer an estate, the transfer will be valid where it is made to each of the different members individually, by the vote of those who belong to said association or corporate body; for, in this instance, each one of them is considered to have made the transfer to himself. 16Where the heir is asked to transfer the estate, after having reserved a tract of land for himself, he can do so under the Trebellian Decree of the Senate; nor does it make much difference if the land given to him has been pledged, as a personal action for the recovery of the money loaned will not follow the land; but he will be liable to whom the estate has been transferred under the Trebellian Decree of the Senate. Security must be furnished by the beneficiary of the trust to the heir so that the heir will be indemnified if the land should happen to be evicted by the creditor. Julianus, however, does not think that security should be given, but that an estimate ought to be made of the value of the land without the security, that is to say, how much it will sell for if security were not furnished; and il, where no bond had been given, it will sell for as much as the fourth part of the property would amount to, the rights of action will pass by the terms of the Trebellian Decree of the Senate; but if it would bring less, then, the deficiency having been reserved, a transfer of the remainder should likewise be made, in accordance with the Trebellian Decree of the Senate. This opinion disposes of many questions. 17Where a man who had an estate of four hundred aurei bequeathed three hundred, and, having deducted two hundred, charged his heir to transfer the estate to Seius, will the beneficiary of the trust be liable for the three hundred aurei, or will he only be liable in proportion to the amount of the estate which came into his hands? Julianus says that a demand for three hundred aurei can be made upon him, but that an action will not be granted against the beneficiary of the trust for more than two hundred, and for a hundred against the heir. This opinion of Julianus seems to me to be correct, in order that the beneficiary may not be liable for any more than the amount which he received from the estate. For no one is obliged to pay more of a legacy than the amount which came into his hands from the estate, even though the Falcidian Law may not apply, as is stated in a Rescript of the Divine Pius. 18Finally, no more shall be paid as legacies under the will of a soldier than his estate amounts to, after deducting the indebtedness; and still the beneficiary of the trust will not be permitted to reserve the fourth. 19Hence Neratius says that if the heir is charged to transfer the entire estate without deducting the Falcidian portion, and he who is entitled to receive it is charged to transfer it to a third party, the heir cannot deduct the fourth from what the second beneficiary receives, as the testator only intended that the first beneficiary of the trust should enjoy his liberality. 20Where a testator, having property worth four hundred aurei, left two hundred to Titius, and charged his heir to transfer half the estate to Sempronius, Julianus says that the transfer should be made according to the terms of the Trebellian Decree of the Senate, and that the action of the legatee should be divided so that he can bring one suit against the heir for a hundred aurei, and one against the beneficiary of the trust for the other hundred. Therefore, Julianus holds that in this way the heir will obtain his fourth unimpaired, that is, the hundred aurei without deduction. 21Julianus also says that if anyone who has an estate of four hundred aurei should bequeath three hundred, and, having deducted a hundred, should charge his heir to transfer the estate to Sempronius, it must be said that if the estate is transferred after the deduction of the hundred aurei, an action to recover the legacy will be granted against the beneficiary of the trust.

Dig. 36,1,3Ul­pia­nus li­bro ter­tio fi­dei­com­mis­so­rum. Mar­cel­lus au­tem apud Iu­lia­num in hac spe­cie ita scri­bit: si ad he­redis onus es­se tes­ta­tor le­ga­ta di­xe­rit et he­res spon­te ad­iit he­redi­ta­tem, ita de­be­re com­pu­ta­tio­nem Fal­ci­diae in­iri, ac si qua­drin­gen­ta per fi­dei­com­mis­sum es­sent re­lic­ta, tre­cen­ta ve­ro le­ga­ta, ut in sep­tem par­tes tre­cen­ta di­vi­dan­tur et fe­rat quat­tuor par­tes fi­dei­com­mis­sa­rius, tres par­tes le­ga­ta­rius. quod si su­spec­ta dic­ta sit he­redi­tas et non spon­te he­res ad­iit et re­sti­tuit, cen­tum qui­dem de qua­drin­gen­tis, quae ha­bi­tu­rus es­set he­res, re­si­dent apud fi­dei­com­mis­sa­rium, in re­li­quis au­tem tre­cen­tis ea­dem dis­tri­bu­tio fiet, ut ex his quat­tuor par­tes ha­beat fi­dei­com­mis­sa­rius, re­li­quas tres le­ga­ta­rius: nam in­iquis­si­mum est plus fer­re le­ga­ta­rium id­eo, quia su­spec­ta dic­ta est he­redi­tas, quam la­tu­rus es­set, si spon­te ad­ita fuis­set. 1Quod au­tem in su­spec­ta he­redi­ta­te dic­tum est, hoc idem di­ci pot­est in his tes­ta­men­tis, in qui­bus lex Fal­ci­dia lo­cum non ha­bet, in mi­li­tis di­co et si qui sunt alii. 2Item Pom­po­nius scri­bit, si de­duc­tis le­ga­tis re­sti­tue­re quis he­redi­ta­tem ro­ga­tur, quae­si­tum est, utrum so­li­da le­ga­ta prae­stan­da sint et quar­tam ex so­lo fi­dei­com­mis­so de­tra­he­re pos­sit, an ve­ro et ex le­ga­tis et ex fi­dei­com­mis­so quar­tam de­tra­he­re pos­sit? et re­fert Aris­to­nem re­spon­dis­se ex om­ni­bus de­tra­hen­dam, hoc est ex le­ga­tis et fi­dei­com­mis­so. 3Res, quae ab he­rede alie­na­tae sunt, in quar­tam im­pu­tan­tur he­redi. 4Qui­dam li­be­ris suis, ex dis­pa­ri­bus par­ti­bus in­sti­tu­tis, da­tis prae­cep­tio­ni­bus, ut ip­se ma­xi­mam par­tem pa­tri­mo­nii in­ter li­be­ros ita di­vi­sis­set, ro­ga­vit eum, qui si­ne li­be­ris de­ce­de­ret, por­tio­nem suam fra­tri­bus re­sti­tue­re. im­pe­ra­tor nos­ter re­scrip­sit prae­cep­tio­nes quo­que fi­dei­com­mis­so con­ti­ne­ri, quia non por­tio­nem he­redi­ta­riam tes­ta­tor com­me­mo­ra­vit, sed sim­pli­ci­ter por­tio­nem: in por­tio­nem au­tem et prae­cep­tio­nes vi­de­ri ce­ci­dis­se. 5Si is, qui ro­ga­tus fue­rit he­redi­ta­tem re­sti­tue­re, an­te quaes­tio­nem de fa­mi­lia ha­bi­tam vel ta­bu­las ape­rue­rit vel he­redi­ta­tem ad­ie­rit vel quid eo­rum quae se­na­tus con­sul­to pro­hi­ben­tur fe­ce­rit ac per hoc pu­bli­ca­ta fue­rit he­redi­tas, fis­cus cum suis one­ri­bus he­redi­ta­tem ad­quirit. qua­re com­mo­dum quar­tae, quod erat ha­bi­tu­rus he­res in­sti­tu­tus, id ad fis­cum per­ti­net et ex Tre­bel­lia­no ac­tio­nes trans­eunt. sed et si pro­hi­bue­rit tes­ta­men­ta­rium in­tro­du­ce­re vel tes­tes con­ve­ni­re vel mor­tem tes­ta­to­ris non de­fen­dit vel ex alia cau­sa he­redi­tas fis­co vin­di­ca­ta est, ae­que quar­tae qui­dem com­mo­dum ad fis­cum per­ti­ne­bit, do­drans ve­ro fi­dei­com­mis­sa­rio re­sti­tue­re­tur.

Ulpianus, Trusts, Book III. Ad Dig. 36,1,3 pr.Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 667, Note 10.Moreover, Marcellus, on Julianus, states with reference to this case that, if the testator had said that the heir should be charged with the legacies, and the latter voluntarily entered upon the estate, the calculation of the Falcidian portion must be made just as if four hundred aurei had been bequeathed under the trust, and three hundred had been left as a legacy; so that the three hundred ought to be divided into seven parts, to four of which the beneficiary of the trust would be entitled, and the other three would go to the legatee. If, however, the estate should be alleged to be insolvent, and the heir did not voluntarily accept and transfer it, a hundred aurei out of the four hundred to which the latter would have been entitled can be retained by the beneficiary of the trust, and the same distribution should be made of the remaining three hundred, so that the beneficiary may receive four-sevenths and the legatee the remaining three; for it would be extremely unjust for the legatee, merely because the estate was suspected of being insolvent, to have more than he would have obtained if the heir had voluntarily entered upon it. 1Again, what has been said with reference to an estate suspected of being insolvent is also applicable to wills to which the Falcidian Law does not apply. I refer to military wills and others of the same description. 2Pomponius also says that where anyone is charged to transfer an estate after the legacies have been deducted, the question arises whether the legacies should be paid in full, and whether the heir can deduct his fourth from what is left under the trust alone, or can deduct it from the legacies as well as the trust. He asserts that Aristo was of the opinion that it should be deducted from everything bequeathed by the testator, that is to say, from both the legacies and the trust. 3Any property forming part of an estate which has been alienated by the heir shall be included in his fourth. 4A certain man, having appointed his children his heirs to unequal portions of his estate, and having left them preferred legacies in such a way as to divide the larger part of his property among them, charged any one of them who might die without issue to leave his share to his brothers. Our Emperor stated in a Rescript that the preferred legacies were included in the trust, because the testator did not mention his share of the estate, but merely his share, and the preferred legacies were held to have been included in his share. 5If anyone should be asked to deliver an estate before he has put the slaves to the torture, or opened the will, or entered on the estate, or done any of those things which are forbidden by the Decree of the Senate, and for this reason the estate should be confiscated, the Treasury will acquire it with all its burdens. Therefore, the benefit of the fourth to which the appointed heir was entitled will be transferred to the Treasury, and all rights of action belonging to the estate will pass to it under the Trebellian Decree of the Senate. If, however, the heir should have prevented anyone from drawing up the will, or should not have permitted the witnesses to assemble, or should have neglected to avenge the death of the testator, or if the estate had been claimed by the Treasury for any other reason, the benefit of the fourth will also belong to the Treasury, and the remaining three-fourths of the estate will be transferred to the beneficiary of the trust.

Ex libro IV

Dig. 1,4,2Ul­pia­nus fi­dei­com­mis­so­rum li­bro quar­to. In re­bus no­vis con­sti­tuen­dis evi­dens es­se uti­li­tas de­bet, ut re­ce­da­tur ab eo iu­re, quod diu ae­quum vi­sum est.

Ulpianus, Trusts, Book IV. In the enactment of new laws evidence of benefit should manifestly appear to justify departure from a law which has been considered just for a long period of time.

Dig. 36,1,4Idem li­bro quar­to fi­dei­com­mis­so­rum. Quia pot­erat fie­ri, ut he­res in­sti­tu­tus no­lit ad­ire he­redi­ta­tem ve­ri­tus, ne dam­no ad­fi­ce­re­tur, pro­spec­tum est, ut, si fi­dei­com­mis­sa­rius di­ce­ret suo pe­ri­cu­lo ad­ire et re­sti­tui si­bi vel­le, co­ga­tur he­res in­sti­tu­tus a prae­to­re ad­ire et re­sti­tue­re he­redi­ta­tem. quod si fue­rit fac­tum, trans­eunt ac­tio­nes ex Tre­bel­lia­no nec quar­tae com­mo­do he­res in re­sti­tu­tio­ne ute­tur: nam cum alie­no pe­ri­cu­lo ad­ie­rit he­redi­ta­tem, me­ri­to om­ni com­mo­do ar­ce­bi­tur. nec in­ter­est, sol­ven­do sit he­redi­tas nec ne: suf­fi­cit enim re­cu­sa­ri ab he­rede in­sti­tu­to. ne­que il­lud in­qui­ri­tur, sol­ven­do sit he­redi­tas an non sit. opi­nio enim, vel me­tus vel co­lor, eius, qui no­luit ad­ire he­redi­ta­tem, in­spi­ci­tur, non sub­stan­tia he­redi­ta­tis, nec im­me­ri­to: non enim prae­scri­bi he­redi in­sti­tu­to de­bet, cur me­tuat he­redi­ta­tem ad­ire vel cur no­lit, cum va­riae sint ho­mi­num vo­lun­ta­tes: quo­run­dam neg­otia ti­men­tium, quo­run­dam ve­xa­tio­nem, quo­run­dam ae­ris alie­ni cumu­lum, tam­et­si lo­cu­ples vi­dea­tur he­redi­tas, quo­run­dam of­fen­sas vel in­vi­diam: quo­run­dam gra­ti­fi­ca­ri vo­len­tium his, qui­bus he­redi­tas re­lic­ta est, si­ne one­re ta­men suo.

The Same, Trusts, Book IV. For the reason that the appointed heir may refuse to enter upon the estate, apprehending that he might be prejudiced by so doing, provision must be made for the beneficiary of the trust; so that if he should say that he wishes the heir to enter upon the estate at his risk, and transfer it to him, the appointed heir can be compelled to appear before the Prætor and deliver the estate. If this should be done, the rights of action will pass by the Trebellian Decree of the Senate, and the heir cannot avail himself of the benefit of the fourth, when he transfers the property; for as he enters upon the estate at the risk of another, it is but reasonable that he should be deprived of any advantage to which he would have been entitled. Nor does it make any difference whether the estate is solvent or not, for it is sufficient for it to have been rejected by the appointed heir. No investigation shall be made as to whether the estate is solvent or not, but only the opinion, or the fear, or the pretext of the party who refused to accept it ought to be considered, and not the assets of the estate itself. This is not unreasonable, for the appointed heir should not be required to state why he fears to enter upon the estate, or why he is unwilling to do so. For men are actuated by different motives: some of them fear to attend to business, others dread the annoyance of it; and still others are apprehensive that the indebtedness may amount to a larger sum, even though the estate may appear to be solvent; and again, some fear the anger or envy of others; and some desire to favor those to whom the estate was bequeathed without, however, wishing to sustain any of the burdens of the same.

Dig. 36,1,6Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. Re­cu­sa­re au­tem non tan­tum prae­sen­tes, sed et­iam ab­sen­tes vel per epis­tu­lam pos­sunt: nam et­iam ad­ver­sus ab­sen­tes pos­tu­la­tur de­cre­tum, si­ve cer­tior sit eo­rum vo­lun­tas re­cu­san­tium ad­ire et re­sti­tue­re he­redi­ta­tem si­ve in­cer­ta: ad­eo prae­sen­tia eo­rum non est ne­ces­sa­ria. 1Me­mi­nis­se au­tem opor­te­bit de he­rede in­sti­tu­to se­na­tum lo­qui: id­eo­que trac­ta­tum est apud Iu­lia­num, ad in­tes­ta­tos lo­cum ha­beat. sed est ve­rius eo­que iu­re uti­mur, ut hoc se­na­tus con­sul­tum ad in­tes­ta­tos quo­que per­ti­neat, si­ve le­gi­ti­mi si­ve ho­no­ra­rii sint suc­ces­so­res. 2Sed et ad fi­lium qui in po­tes­ta­te est hoc se­na­tus con­sul­tum lo­cum ha­bet et in ce­te­ris ne­ces­sa­riis, ut a prae­to­re com­pel­lan­tur mis­ce­re se he­redi­ta­ti, sic de­in­de re­sti­tue­re: quod si fe­ce­rint, trans­tu­lis­se vi­de­bun­tur ac­tio­nes. 3Si fis­co va­can­tia bo­na de­fe­ran­tur nec ve­lit bo­na ad­gnos­ce­re et fi­dei­com­mis­sa­rio re­sti­tue­re, ae­quis­si­mum erit, qua­si vin­di­ca­ve­rit, sic fis­cum re­sti­tu­tio­nem fa­ce­re. 4Item si mu­ni­ci­pes he­redi­ta­tem su­spec­tam di­cant he­redes in­sti­tu­ti, di­cen­dum erit co­gi eos ad­gnos­ce­re he­redi­ta­tem et re­sti­tue­re: idem­que erit et in col­le­gio di­cen­dum. 5Ti­tius he­res in­sti­tu­tus Sem­pro­nio sub­sti­tu­to ro­ga­tus est ip­si Sem­pro­nio he­redi­ta­tem re­sti­tue­re: in­sti­tu­tus su­spec­tam di­ce­bat he­redi­ta­tem: quae­ri­tur, an co­gen­dus est ad­ire et re­sti­tue­re he­redi­ta­tem. et de­li­be­ra­ri pot­est: sed ve­rius est co­gen­dum eum, quia in­ter­es­se Sem­pro­nii pot­est ex in­sti­tu­tio­ne quam ex sub­sti­tu­tio­ne he­redi­ta­tem ha­be­re, vel le­ga­tis vel li­ber­ta­ti­bus one­ra­ta sub­sti­tu­tio­ne: nam et si le­gi­ti­mus he­res fue­rit is, cui fi­dei­com­mis­sa­ria he­redi­tas re­lic­ta est, idem di­ci­tur. 6Si quis alio lo­co re­sti­tue­re he­redi­ta­tem ius­sus sit et su­spec­tam eam di­cat, Iu­lia­nus scri­bit co­gen­dum eum es­se si­mi­lem­que ei, qui in diem ro­ga­tus est re­sti­tue­re.

Ulpianus, Trusts, Book IV. Anyone can refuse to accept an estate not only when he is present, but also where he is absent, and he can do this even by means of a letter. For a decree can be asked with reference to parties who are absent, whether it is certain that they do not wish to enter upon the estate and transfer it, or whether this is not known; to such an extent is their presence not necessary. 1It must be remembered that the Senate speaks with reference to an appointed heir. And, therefore, Julianus discusses the question as to whether this decree applies in cases of intestacy. The better opinion, however, is the one which we adopt, namely, that this decree also applies to heirs by intestate succession, whether they are heirs-at-law or prætorian successors. 2This Decree of the Senate also applies to a son under paternal control, and to all other necessary heirs, so that they may be compelled by the Prætor to take charge of the estate and afterwards transfer it. If they should do so, the rights of action are considered to have been transferred. 3Where an estate without an owner is forfeited to the Treasury, and the latter is unwilling to accept it and transfer it to the beneficiary of the trust, it will be perfectly proper for the Treasury to return the property, just as if the beneficiary of the trust had recovered it. 4Likewise, if the citizens of a town, after having been appointed heirs, should say that the estate is probably insolvent, and decline to accept it, it must be held that they can be compelled to do so, and to transfer the estate. The same rule applies with reference to an association. 5Titius, having been appointed heir, and Sempronius substituted for him, he was charged to transfer the estate to Sempronius himself; but, after his appointment, Titius said that the estate was probably insolvent, and refused to accept it. The question arose whether he could be compelled to enter upon the estate, and transfer it, a point which is susceptible of argument. The better opinion, however, is that he can be compelled to do so, because it is more advantageous for Sempronius to obtain the estate by the appointment than by the substitution; for example, if the substitution is charged with legacies to be paid, or with freedom to be granted. The same rule will apply if the estate should be left in trust to the heir-at-law. 6Where anyone is directed to transfer an estate in some other place than where he lives, and alleges that he suspects it of being insolvent, Julianus says that he can be compelled to accept it, just as a person who is asked to deliver an estate within a certain time.

Dig. 36,1,9Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. Sed et si alio lo­co ius­sus est ad­ire et rei pu­bli­cae cau­sa ab­sit, ae­que co­gen­dum ad­ire he­redi­ta­tem et re­sti­tue­re Iu­lia­nus ait, ubi ab­est. 1Pla­ne si quis pe­tie­rit ad de­li­be­ra­tio­nem tem­pus et im­pe­tra­ve­rit, de­in­de post tem­pus de­li­be­ra­tio­nis ad­ie­rit et re­sti­tue­rit he­redi­ta­tem, non vi­de­tur co­ac­tus hoc fe­cis­se: nec enim su­spec­tam co­ac­tus ad­it, sed spon­te post de­li­be­ra­tio­nem. 2Quod si su­spec­tam di­cit, pro­fi­te­ri de­bet non si­bi ex­pe­di­re ad­ire he­redi­ta­tem, ne­que hoc di­ci opor­te­re non es­se sol­ven­do, sed pro­fi­te­ri eum opor­tet, quod non pu­tat si­bi ex­pe­di­re he­redi­ta­tem ad­ire. 3Si quis sub con­di­cio­ne fuit he­res scrip­tus, pen­den­te con­di­cio­ne ni­hil agit, tam­et­si pa­ra­tus sit re­sti­tue­re he­redi­ta­tem.

Ulpianus, Trusts, Book IV. When, however, the heir is directed to go to some other place, and he is absent on business for the State, Julianus says he can likewise be compelled to accept the estate, and to transfer it, wherever he may be. 1It is clear that if anyone requests time for deliberation, and obtains it, and after the time has elapsed enters upon the estate, and transfers it, he will not be considered to have been compelled to do so. For he is not obliged to enter upon the estate, even if he suspects it of being insolvent, but he does so voluntarily after deliberation. 2If the heir should allege that he considers the estate to be insolvent, he should declare that it is not expedient for him to accept it. It is not necessary for him to say that it is insolvent, but he must state that he does not think it is expedient for him to enter upon the estate. 3If anyone should be appointed heir under a condition, no act that he performs while the condition is pending will be lawful, even though he is ready to transfer the estate.

Dig. 36,1,11Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. Apud Iu­lia­num re­la­tum est, si le­ga­tum fuit he­redi in­sti­tu­to re­lic­tum ‘si he­res non erit’ et ob hoc su­spec­tam di­cat he­redi­ta­tem ne per­dat le­ga­tum, of­fer­ri ei opor­te­re quan­ti­ta­tem le­ga­ti a fi­dei­com­mis­sa­rio, de­in­de co­gen­dum. nec il­lud ad­mit­tit Iu­lia­nus, ut, qua­si he­redi­ta­tem non ad­is­set, sic le­ga­tum a co­he­rede pe­tat (ad­iit enim), sed ma­gis ar­bi­tra­tur a fi­dei­com­mis­sa­rio ei prae­stan­dum. sed et si quid aliud sua in­ter­es­se di­cet, non co­gi­tur ad­ire, ni­si ei dam­num vel lu­crum a fi­dei­com­mis­sa­rio sar­cia­tur vel a prae­to­re onus re­mit­ta­tur, quod re­cu­sat. 1Idem Iu­lia­nus ait, si duo fue­rint a pa­tre in­sti­tu­ti cum fi­lio eius im­pu­be­re et idem sub­sti­tu­ti fi­lio, suf­fi­ce­re ei, qui fi­dei­com­mis­sum in se­cun­dis ta­bu­lis ac­ce­pit, unum ex he­redi­bus in­sti­tu­tis co­ge­re ad­ire pa­tris he­redi­ta­tem: hoc enim fac­to con­fir­ma­tis­que pa­tris ta­bu­lis pot­erunt ex sub­sti­tu­tio­ne am­bo co­gi ad­ire et re­sti­tue­re he­redi­ta­tem. 2Utrum au­tem prae­sen­ti an et­iam ab­sen­ti re­sti­tui pos­sit pro­cu­ra­to­re ad­eun­te prae­to­rem, vi­den­dum est. ego pu­to ab­sen­ti quo­que fi­dei­com­mis­sa­rio co­gi pos­se he­redem in­sti­tu­tum ad­ire et re­sti­tue­re nec ve­re­ri he­redem opor­te­re, ne for­te in dam­no mo­re­tur: pot­est enim ei per prae­to­rem suc­cur­ri, si­ve cau­tum ei fiat, si­ve non et an­te de­ces­se­rit fi­dei­com­mis­sa­rius, quam ei re­sti­tua­tur he­redi­tas. est enim hu­ius rei ex­em­plum ca­pe­re ex re­scrip­to di­vi Pii in spe­cie hu­ius­mo­di. An­ti­stia de­ce­dens Ti­tium he­redem in­sti­tuit et li­ber­ta­tem de­dit al­bi­nae di­rec­tam ei­que fi­liam per fi­dei­com­mis­sum re­li­quit ro­ga­vit­que, ut fi­liam ma­nu­mit­te­ret: sed et Ti­tium ro­ga­vit, ut ma­nu­mis­sae al­bi­nae fi­liae re­sti­tue­ret he­redi­ta­tem. cum igi­tur Ti­tius su­spec­tam di­ce­ret he­redi­ta­tem, re­scrip­tum est a di­vo Pio com­pel­len­dum eum ad­ire he­redi­ta­tem: quo ad­eun­te al­bi­nae com­pe­ti­tu­ram li­ber­ta­tem ei­que fi­liam tra­den­dam et ab ea ma­nu­mit­ten­dam tu­to­rem­que fi­liae ma­nu­mis­sae dan­dum, quo auc­to­re re­sti­tua­tur he­redi­tas fi­liae sta­tim, quam­vis sic fuis­set ei ro­ga­tus re­sti­tue­re, cum nu­bi­lem ae­ta­tem com­ples­set. cum au­tem pos­sit, in­quit, eve­ni­re, ut an­te de­ce­dat ea, cui fi­dei­com­mis­sa­ria li­ber­tas et he­redi­tas re­lic­ta est, nec opor­teat dam­no ad­fi­ci eum, qui ro­ga­tus ad­it he­redi­ta­tem, re­me­dium de­dit, ut, si quid ho­rum con­ti­ge­rit, per­in­de per­mit­ta­tur ve­num­da­ri bo­na An­ti­stiae, ac si he­res ei non ex­sti­tis­set. cum igi­tur de­mons­tra­ve­rit di­vus Pius suc­cur­ri he­redi in­sti­tu­to, qui com­pul­sus ad­it, di­ci pot­est et­iam in ce­te­ris cau­sis ex­em­plum hoc se­quen­dum, si­cu­bi eve­ne­rit, re­sti­tua­tur fi­dei­com­mis­sa­ria he­redi­tas ei, qui com­pu­lit ad­ire et re­sti­tue­re si­bi he­redi­ta­tem.

Ulpianus, Trusts, Book IV. It is stated by Julianus that where a legacy is left to an appointed heir, “in case he should not be the heir of the testator,” and on this account the heir says that he suspects the estate of being insolvent, in order not to lose the legacy, the amount of the same must be tendered him by the beneficiary of the trust, and he can then be compelled to accept. Julianus does not admit that, in this instance, the heir can demand the legacy from the beneficiary of the trust as from his coheir, just as if he had not accepted the estate, for in fact he did accept it. It is, however, considered preferable for the legacy to be tendered him by the beneficiary of the trust. But when the heir, for some other reason, says that it is not his interest to accept the estate, he cannot be compelled to do so, unless the loss which he may sustain, or the profit which he may acquire, is made up to him by the beneficiary of the trust, or the charge, on account of which he refused the estate, is remitted by the Prætor. 1Ad Dig. 36,1,11,1Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 559, Note 24.Julianus also says that where two heirs are appointed by a father, along with his minor son, and they are also substituted for the son, it will be sufficient for him who accepted the trust under the pupillary substitution to compel one of the appointed heirs to enter upon the estate of the father. For, by doing this, the will of the father will be confirmed, and both of them can, by virtue of the substitution, be compelled to enter upon the estate. 2After application has been made to the Prætor, let us see whether the heir can transfer the estate to a present or an absent person through the intervention of an agent. I think that an appointed heir can be compelled to accept and transfer an estate to an absent beneficiary of the trust, and that the heir should not apprehend that he will be prejudiced by doing so. For relief can be granted him by the Prætor, whether he has been given security or not, even if the beneficiary of the trust should die before the estate had been delivered to him. A case of this kind appears in a Rescript of the Divine Pius, where a certain Antistia, at the time of her death, appointed Titius her heir, granted freedom directly to her slave Albina, and left her her own daughter in trust, charging her to manumit the latter. She also asked Titius to transfer the estate to the daughter of Albina, after she had been manumitted. Therefore, when Titius said that he considered the estate to be insolvent, it was set forth in a Rescript of the Divine Pius that he should be compelled to accept it, and, having done so, that Albina must receive her freedom, that her daughter should be delivered to her, and manumitted by her, and that, after her manumission, a guardian should also be appointed for the daughter by whose agency the estate must be immediately transferred to her, although Titius had been charged to deliver it as soon as she reached the marriageable age. The Emperor says that as it was possible that she to whom freedom and the estate were left in trust might die before the prescribed time, it would not be necessary to subject him to loss who, having been appointed, accepted the estate; and he afforded a remedy, so that if any of these things should take place, the property of Antistia would be sold, just as if she had had no heir. Hence, as the Divine Pius decided that relief might be granted an appointed heir who accepted the estate under compulsion, it could also be held that this precedent ought to be followed in other cases where an estate left in trust was transferred to the beneficiary who compelled the heir to enter upon it and deliver it to him.

Dig. 36,1,13Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. Il­le, a quo sub con­di­cio­ne fi­dei­com­mis­sum re­lic­tum est, cau­sa­ri quid non pot­erit, ne con­di­cio de­fi­ciat et hae­reat ac­tio­ni­bus, cum nul­lum dam­num sit fu­tu­rum. 1Se­cun­dum ea quae os­ten­di­mus iam igi­tur non de­si­de­ra­tur he­redis prae­sen­tia. 2Si de tes­ta­men­to ali­quid quae­ra­tur, he­res non de­bet au­di­ri, si su­spec­tam si­bi he­redi­ta­tem di­cat: nam et si ma­xi­me di­ca­tur vel ius tes­tan­di non ha­buis­se eum qui tes­ta­tus est vel de vi­ri­bus tes­ta­men­ti vel de sua con­di­cio­ne, non erit au­dien­dus. 3Quid er­go si de vi­ri­bus fi­dei­com­mis­si trac­te­tur? haec quaes­tio prae­to­ri prae­ter­mit­ten­da non erit. sed quid si qui fi­dei­com­mis­sa­rius di­cat: ‘ad­eat prius et sic de hoc quae­ra­tur?’ cre­do in­ter­dum au­dien­dum fi­dei­com­mis­sa­rium, si co­gni­tio proli­xio­rem trac­ta­tum ha­beat: fin­ge enim ver­ba fi­dei­com­mis­si de lon­gin­quo pe­ten­da et ius­tam de­li­be­ra­tio­nem de quan­ti­ta­te fi­dei­com­mis­si in­ci­de­re: di­cen­dum erit com­pel­len­dum eum ad­ire, ne prius he­res de­ce­dens fi­dei­com­mis­sa­rium de­ci­piat. 4Tem­pes­ti­vum est re­qui­re­re, per quem quis co­ga­tur ad­ire et re­sti­tue­re he­redi­ta­tem: vel­uti si prae­tor aut con­sul fue­rit he­res in­sti­tu­tus su­spec­tam­que he­redi­ta­tem di­cat, an co­gi pos­sit ad­ire et re­sti­tue­re? et di­cen­dum est prae­to­rem qui­dem in prae­to­rem vel con­su­lem in con­su­lem nul­lum im­pe­rium ha­be­re: sed si iu­ris­dic­tio­ni se sub­iciant, so­let prae­tor in eos ius di­ce­re. sed et si ip­se prae­tor he­res in­sti­tu­tus su­spec­tam di­cat, ip­se se co­ge­re non pot­erit, quia tri­pli­ci of­fi­cio fun­gi non pot­est et su­spec­tam di­cen­tis et co­ac­ti et co­gen­tis. sed in his om­ni­bus ca­si­bus at­que si­mi­li­bus prin­ci­pa­le au­xi­lium im­plo­ran­dum est. 5Si quis fi­lius fa­mi­lias sit et ma­gis­tra­tum ge­rat, pa­trem suum, in cu­ius est po­tes­ta­te, co­ge­re pot­erit su­spec­tam di­cen­tem he­redi­ta­tem ad­ire et re­sti­tue­re:

Ulpianus, Trusts, Book IV. An heir who has been charged with a trust, under a condition, cannot defend himself in court by alleging that if the condition should fail to be fulfilled he will be liable to actions at law; for, according to what we have just stated, he cannot sustain any damage. 1Therefore, the presence of the heir is no longer required. 2Where the heir has any complaint to make on account of the will, he should not be heard if he alleges that he suspects the estate of being insolvent. For even if he should absolutely declare it to be insolvent, he should not be heard, if he says that the testator had no right to make a will, or if he impugns the validity of the instrument, or calls his own condition in question. 3But what if the heir disputes the validity of the trust? This allegation must not be passed by. What if the beneficiary of the trust asserts his claim; can the heir enter upon the estate, and then raise this point? I think that the beneficiary of the trust should in the meantime be heard, if the inquiry is liable to be prolonged; for suppose that the terms of the trust cannot be explained without a protraded investigation, and that a reasonable doubt may arise with reference to the amount left under the trust. In this instance it must be said that the heir ought to be compelled to enter upon the estate, lest, if he should die before the controversy is terminated, the beneficiary of the trust may be defrauded. 4It is proper to examine by whom a person can be compelled to enter upon and transfer an estate, so that, if a Prætor or a Consul should be appointed heir, and allege that he suspects the estate of being insolvent, it may be determined whether he can be compelled to accept and transfer it. It must be held that one Prætor has no jurisdiction over another, or one Consul over another, but if they are willing to subject themselves to his authority the Prætor can ordinarily decide the case. If, however, the Prætor himself, having been appointed heir, says that he suspects the estate of being insolvent, he cannot compel himself to accept it, because he cannot perform the duties of three persons; that is, of the one who declares the estate to be insolvent, the one who is compelled to accept it, and the one who forces him to do so. In all these cases, and in others like them, recourse should be had to the aid of the Emperor. 5Where a son under paternal control becomes a magistrate, he can compel his father, to whose authority he is subject, to accept and transfer an estate, even if he may say that he suspects it of being insolvent.

Dig. 36,1,15Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. 1Sed et qui re­pu­dia­vit he­redi­ta­tem, co­ge­tur ad­ire et re­sti­tue­re ip­sam he­redi­ta­tem, si ius­tae cau­sae al­le­gen­tur. 2Pla­ne si bo­na ven­ie­rint, non opor­tet prae­to­rem ne qui­dem pu­pil­lum re­sti­tue­re ni­si ex cau­sa, ut di­vus Pius re­scrip­sit. 3Si quis com­pul­sus ad­ie­rit he­redi­ta­tem ex tes­ta­men­to, quod se­cun­das ta­bu­las ha­be­bat, quae­si­tum est, an per ad­itio­nem et ta­bu­lae se­cun­dae fir­ma­ren­tur, quod vi­de­ban­tur eva­nuis­se non ad­ita pa­tris he­redi­ta­te. et Iu­lia­nus li­bro quin­to de­ci­mo scri­bit et se­quen­tes ta­bu­las con­fir­ma­ri: quae sen­ten­tia ve­ris­si­ma est: ne­mo enim du­bi­tat et­iam le­ga­ta prae­sta­ri et li­ber­ta­tes com­pe­te­re et ce­te­ra, quae­cum­que sint in tes­ta­men­to, per­in­de va­le­re, ac si sua spon­te he­res he­redi­ta­tem ad­is­set. 4Qui com­pul­sus ad­it he­redi­ta­tem, sic­uti ce­te­ris com­mo­dis ca­ret, ita hoc quo­que ca­su ca­reat, ne pos­sit pae­ni­ten­do quar­tam re­ti­ne­re: et ita in­ve­nio ab im­pe­ra­to­re nos­tro et di­vo pa­tre eius re­scrip­tum. 5Non om­nis au­tem su­spec­tam he­redi­ta­tem re­pu­dia­tio­ne amis­sam co­ge­re pot­est ad­iri et si­bi re­sti­tui, sed is de­mum, ad quem ac­tio­nes trans­ire pos­sunt: ne­que enim ae­quum est ad hoc quem com­pel­li ad­ire he­redi­ta­tem, ut emo­lu­men­tum qui­dem he­redi­ta­tis re­fun­dat, ip­se ve­ro one­ri­bus he­redi­ta­tis ob­stric­tus re­lin­qua­tur. 6Qua­re si fi­dei­com­mis­sum pe­cu­nia­rium ali­cui fue­rit re­lic­tum, ces­sat com­pul­sio, tam­et­si in­dem­ni­ta­tis cau­tio of­fe­ra­tur. 7Pro­in­de qui ‘he­redi­ta­tem’ ro­ga­tur re­sti­tue­re, is de­mum com­pel­li­tur re­sti­tue­re. 8Sed et si quis ‘bo­na’ ro­ga­tus sit vel ‘fa­mi­liam’ vel ‘pe­cu­niam’ ro­ge­tur vel ‘uni­ver­sam rem meam’

Ulpian, Trusts, Book IV. 1Where anyone has rejected an estate, he can be compelled to enter upon and transfer it, if good reasons are shown why he should do so. 2It is clear that if the property should have been sold, restitution ought not to be granted the beneficiary of the trust, even though he be a minor, unless good reason is shown, as the Divine Pius stated in a Rescript. 3Where anyone, through compulsion, enters upon an estate under the terms of the will, and a pupillary substitution has been made, the question arises whether the pupillary substitution is confirmed by the acceptance of the estate, as it would be considered extinguished if the estate of the father had not been entered upon. Julianus, in the Fifteenth Book, says that in a case of this kind the pupillary substitution is confirmed. This opinion is perfectly correct, for no one doubts that where legacies are paid and freedom granted, they, as well as anything else mentioned in the will, are just as valid as if the heir had voluntarily accepted the estate. 4Where anyone accepts an estate under compulsion, he is, in this instance, deprived of all the advantages which he would otherwise have enjoyed, to such an extent that he cannot retain his fourth, even if he should change his mind. I find that there is a Rescript to this effect which was issued by Our Emperor and his Divine Father. 5Everyone cannot compel an estate suspected of being insolvent, and therefore rejected, to be entered upon and transferred to himself, but he only can do so to whom the rights of action belonging to the estate may pass, for it is not just to force an heir to accept an estate in such a way that he must relinquish every benefit attaching to it, and himself be left to sustain its burdens. 6Hence, where a sum of money is left to anyone in trust, the right of compulsion does not apply, even though a bond of indemnity may be offered. 7Therefore, where anyone is charged to surrender an estate, he alone can be compelled to transfer it, 8But if anyone is asked to transfer all the property of the testator, his slaves, his money, or all his personal effects;

Dig. 36,1,17Ul­pia­nus li­bro quar­to fi­dei­com­mis­so­rum. co­gi pot­erit: hoc idem et si ‘pa­tri­mo­nium’ fue­rit ro­ga­tus et si ‘fa­cul­ta­tes’ et si ‘quid­quid ha­beo’ et si ‘cen­sum meum’ et si ‘for­tu­nas meas’ et si ‘sub­stan­tiam meam’. et si ‘pe­cu­lium meum’ tes­ta­tor di­xe­rit, quia ple­ri­que ὑποκοριστικῶς pa­tri­mo­nium suum pe­cu­lium di­cunt, co­gen­dus erit: de suc­ces­sio­ne enim sua et hic ro­ga­vit. nec igno­ro in qui­bus­dam ex his Mae­cia­num du­bi­ta­re et vo­lun­ta­tis es­se di­ce­re quaes­tio­nem, utrum de pe­cu­nia tan­tum an et de suc­ces­sio­ne tes­ta­tor sen­sit. in amb­iguo ta­men ma­gis de suc­ces­sio­ne sen­sum di­co, ne in­ter­ci­dat fi­dei­com­mis­sum. 1Sed et si quis ita ro­ga­ve­rit: ‘quid­quid ad te ex he­redi­ta­te bo­nis­ve meis per­ve­ne­rit, ro­go re­sti­tuas’, co­gi pot­erit ad­ire et re­sti­tue­re he­redi­ta­tem ex Tre­bel­lia­no se­na­tus con­sul­to, quam­quam per­ve­ni­re pro­prie di­ca­tur quod de­duc­tis one­ri­bus ad ali­quem per­ve­nit. 2Et ge­ne­ra­li­ter au­tem pot­est di­ci ita de­mum quem non pos­se co­gi ad­ire et re­sti­tue­re he­redi­ta­tem, si de re vel quan­ti­ta­te fue­rit ro­ga­tus: ce­te­rum si de uni­ver­si­ta­te sen­sis­se tes­ta­to­rem ap­pa­reat, nul­la quaes­tio est, quin, si­ve su­spec­tam di­cat, co­gi pos­sit, si­ve spon­te ad­it, ex Tre­bel­lia­no trans­eant ac­tio­nes. 3In­de quae­ri­tur, si quis he­redi­ta­tem ro­ga­tus sit re­sti­tue­re de­duc­to ae­re alie­no vel de­duc­tis le­ga­tis, an su­spec­tam di­cens co­gi pos­sit ad­ire et re­sti­tue­re he­redi­ta­tem, quia vi ip­sa ma­gis id, quod su­per­est ex he­redi­ta­te, quam ip­sam he­redi­ta­tem re­sti­tue­re sit ro­ga­tus. et sunt qui pu­tent, ut Mae­cia­nus, in­uti­lem es­se hanc de­duc­tio­nem: nec enim pos­se ex iu­re de­du­ci quan­ti­ta­tem, non ma­gis quam si fun­dum quis de­duc­to ae­re alie­no vel de­duc­tis le­ga­tis re­sti­tue­re sit ro­ga­tus: ne­que enim re­ci­pit fun­dus ae­ris alie­ni vel le­ga­ti mi­nutio­nem. sed Iu­lia­num ex­is­ti­ma­re re­fert Tre­bel­lia­no se­na­tus con­sul­to lo­cum es­se et, ne du­pli­ci­ter fi­dei­com­mis­sa­rius one­re­tur, et cum he­res aes alie­num vel le­ga­tum de­du­cit et cum con­ve­ni­tur a cre­di­to­ri­bus et le­ga­ta­riis, re­sti­tu­ta si­bi ex Tre­bel­lia­no he­redi­ta­te de­be­re aut de­duc­tio­nem eum non pa­ti ab he­rede aut ca­ve­re il­li he­redem de­fen­sum iri eum ad­ver­sus le­ga­ta­rios ce­te­ros­que. 4Si quis he­res in­sti­tu­tus ro­ga­tus fue­rit he­redi­ta­tem non to­tam, sed par­tem re­sti­tue­re, vel si duo­bus re­sti­tue­re sit ro­ga­tus et al­ter ex his ve­lit si­bi re­sti­tui he­redi­ta­tem, al­ter re­cu­set: se­na­tus cen­suit utro­que ca­su ex­one­ra­ri eum, qui su­spec­tam he­redi­ta­tem di­cit, to­tam­que he­redi­ta­tem trans­ire ad eum, qui ad­ire co­git. 5Sed et si quis non he­redi­ta­tis suae par­tem di­mi­diam ro­ga­vit he­redem suum re­sti­tue­re, sed he­redi­ta­tem Se­iae, quae ad eum per­ve­ne­rat, vel to­tam vel par­tem eius, he­res­que in­sti­tu­tus su­spec­tam di­cat, cum pla­ceat il­lud quod Pa­pi­nia­nus ait ex Tre­bel­lia­no trans­ire ac­tio­nes, di­ci pot­erit, si su­spec­ta di­ca­tur he­redi­tas, co­gen­dum he­redem in­sti­tu­tum ad­ire et re­sti­tue­re he­redi­ta­tem to­tam­que he­redi­ta­tem ad eum cui re­sti­tui­tur per­ti­ne­re. 6Sed et si mi­les ro­ga­ve­rit quem res Ita­li­cas re­sti­tue­re vel res pro­vin­cia­les, di­cen­dum est su­spec­tam di­cen­tem co­gi ad­ire et re­sti­tue­re: nam, ut ele­gan­ter Mae­cia­nus li­bro sex­to fi­dei­com­mis­so­rum ait, qua ra­tio­ne ex cer­ta re mi­les he­redem in­sti­tue­re pot­est ac­tio­nes­que ei da­bun­tur, pa­ri ra­tio­ne et­iam ex Tre­bel­lia­no trans­ibunt ac­tio­nes: et quam­vis pla­ceat, cum quis he­redi­ta­tem bo­na­que, quae si­bi ab ali­quo ob­ve­ne­runt vel quae in ali­qua re­gio­ne ha­bet, re­sti­tue­re ro­gat, ex Tre­bel­lia­no non trans­eant ac­tio­nes, ta­men con­tra re­spon­de­ri in mi­li­tis tes­ta­men­to ait: nam sic­uti con­ces­sum est, in­quit, mi­li­ti­bus cir­ca in­sti­tu­tio­nem se­pa­ra­re spe­cies bo­no­rum, ita et, si per fi­dei­com­mis­sum ab in­sti­tu­tis he­redi­bus id fe­ce­rit, ad­mit­te­re­tur Tre­bel­lia­num se­na­tus con­sul­tum. 7Cum qui­dam duos he­redes in­sti­tue­rit eos­que in­vi­cem sub­sti­tue­rit et ab his pe­tie­rit, si­ve uter­que si­ve al­ter he­res es­set, ut he­redi­tas sua ex par­te di­mi­dia re­sti­tue­re­tur ali­cui post quin­quen­nium, et scrip­ti su­spec­tam si­bi he­redi­ta­tem di­cant, fi­dei­com­mis­sa­rius au­tem de­si­de­ret suo pe­ri­cu­lo ad­iri he­redi­ta­tem: cen­suit se­na­tus am­bos he­redes al­te­rum­ve co­gi ad­ire he­redi­ta­tem et fi­dei­com­mis­sa­rio eam re­sti­tue­re ita, ut fi­dei­com­mis­sa­rio et ad­ver­sus eum ac­tio­nes com­pe­tant qua­si ex Tre­bel­lia­no re­sti­tu­ta he­redi­ta­te. 8Mae­cia­nus scri­bit: cum quis ex fi­dei­com­mis­sa­riis ab­es­set et prae­sen­tes de­si­de­rent suo pe­ri­cu­lo ad­ire he­redi­ta­tem trans­la­tis­que in so­li­dum ac­tio­ni­bus in eum qui co­egit ab­sen­tes, si ve­lint fi­dei­com­mis­sum sus­ci­pe­re, a prae­sen­te pe­tent: con­se­quen­ter ait nec quar­tam eum re­ten­tu­rum ad­ver­sus fi­dei­com­mis­sa­rios suos, quia nec he­res po­tuit. 9Idem Mae­cia­nus quae­rit, an is, qui duo­bus vel plu­ri­bus ro­ga­tus est re­sti­tue­re he­redi­ta­tem, co­gen­te ali­quo ad­ire pos­sit et in ho­rum, qui id non de­si­de­ra­ve­runt, por­tio­ni­bus Fal­ci­diae be­ne­fi­cio uti, si­ve ip­si quo­que de­si­de­rent si­bi re­sti­tui si­ve alius in lo­cum eo­rum suc­ces­se­rit. et cum ho­die hoc iu­re uti­mur, ut to­tum trans­eat ad eum qui co­egit, con­se­quens erit di­ce­re quar­tae re­ten­tio­nem amis­is­se eum qui co­ac­tus est, quia in so­li­dum ac­tio­nes trans­ie­rint in eum qui co­egit. pla­ne si pro­po­nas fi­dei­com­mis­sa­rium non ita co­egis­se, ut to­ta he­redi­tas in se trans­fe­ra­tur: cum coe­pe­rint ce­te­ri de­si­de­ra­re si­bi re­sti­tui he­redi­ta­tem, di­cen­dum Fal­ci­dia eum uti pos­se. rec­te igi­tur Mae­cia­nus ait mul­tum in­ter­es­se, utrum to­tam re­sti­tui he­redi­ta­tem si­bi fi­dei­com­mis­sa­rius de­si­de­ra­ve­rit an suam tan­tum­mo­do par­tem. nam si so­la pars trans­fer­tur, in re­si­duo Fal­ci­diae erit lo­cus: si to­ta he­redi­tas trans­la­ta sit, ces­sat hu­ius le­gis be­ne­fi­cium. 10Si ser­vo duo­rum ro­ga­tus quis sit re­sti­tue­re he­redi­ta­tem et al­ter co­ge­re ve­lit su­spec­tam di­cen­tem, al­ter re­sti­tue­re si­bi re­cu­set, hoc erit di­cen­dum, quod in duo­bus, quo­rum al­ter sus­ci­pe­re vo­luit he­redi­ta­tem, al­ter non. 11Si pa­ter fi­lio, quem in po­tes­ta­te ha­bet, ro­ge­tur re­sti­tue­re he­redi­ta­tem, an fi­lius pa­trem suum, si su­spec­tam di­cat he­redi­ta­tem, co­ge­re pos­sit? et non est du­bium pa­trem a fi­lio per prae­to­rem co­gi pos­se. 12Sed et si id fi­dei­com­mis­sum ad cas­tren­se pe­cu­lium spec­ta­tu­rum est et fi­lius fa­mi­lias is fuit, qui mu­nus mi­li­tiae sus­ti­ne­bat alio­ve quo of­fi­cio prae­erat, mul­to ma­gis di­cen­dum erit pos­se eum pos­tu­la­re, ut pa­ter suus co­ga­tur ad­ire et re­sti­tue­re he­redi­ta­tem, quam­vis con­tra ob­se­quium pa­tri de­bi­tum vi­de­tur id de­si­de­ra­tu­rus. 13Sed si ser­vo suo ro­ga­tus sit cum li­ber­ta­te quis he­redi­ta­tem re­sti­tue­re, si­ve di­rec­ta da­ta sit li­ber­tas si­ve fi­dei­com­mis­sa­ria, di­ci pot­erit eum a ser­vo suo non pos­se co­gi ad­ire he­redi­ta­tem, quam­vis, si spon­te ad­is­set, co­ge­re­tur prae­sta­re fi­dei­com­mis­sa­riam li­ber­ta­tem et he­redi­ta­tem: id­que Mae­cia­nus li­bro sep­ti­mo de fi­dei­com­mis­sis scri­bit. 14Idem quae­rit, si quis pa­ra­tus sit do­mi­no ca­ve­re de in­dem­ni­ta­te, an pos­sit co­gi ad­ire he­redi­ta­tem, ma­xi­me et si pre­tium ser­vi of­fe­ra­tur. et rec­te ait non opor­te­re sub in­cer­to cau­tio­nis com­mit­te­re se ad­itio­ni he­redi­ta­tis. 15Hi qui so­li­dum ca­pe­re non pos­sunt, ex as­se he­redes in­sti­tu­ti et ro­ga­ti re­sti­tue­re so­li­dum, ad­ire he­redi­ta­tem et re­sti­tue­re co­gen­tur, cum ni­hil one­ris apud eos re­man­su­rum. 16Si ego he­res in­sti­tu­tus et ro­ga­tus sim Sti­chum ma­nu­mit­te­re vel alius le­ga­ta­rius, fi­dei au­tem meae com­mis­sum sit, ut Ti­tio he­redi­ta­tem re­sti­tuam, de­in­de Ti­tii fi­dei com­mis­sit, ut Sti­cho ean­dem red­de­ret: Sti­chus co­ge­re me pos­sit ad­ire et re­sti­tue­re he­redi­ta­tem. 17Ta­lis quo­que ca­sus a di­vo Pio ter­mi­na­tus est: nam ser­vo uni ex he­redi­bus le­ga­to per fi­dei­com­mis­sum erat ab eo li­ber­tas da­ta et ab al­te­ro he­redi­tas. di­vus et­enim Pius re­scrip­sit Cas­sio Dex­tro in haec ver­ba: ‘Her­mias si Mos­co Theo­do­to ex par­te he­redi in­sti­tu­to a Pam­phi­lo tes­ta­to­re le­ga­tus est eum­que Theo­do­tus, post­quam ad­ie­rit he­redi­ta­tem, prius quam a co­he­rede eius­dem Pam­phi­li ad­ire­tur he­redi­tas, ad ius­tam li­ber­ta­tem per­du­xit et ob hoc in eum ca­sum res per­duc­ta est, ut is qui le­ga­vit in­tes­ta­tus es­se non pos­sit, Her­mia pos­tu­lan­te mi­hi id Euar­estus com­pel­len­dus est pe­ri­cu­lo eius ad­ire et ex cau­sa fi­dei­com­mis­si he­redi­ta­tem re­sti­tue­re’.

Ulpianus, Trusts, Book IV. He can be compelled to accept the estate. This same rule will apply if he should be charged to transfer his “patrimony,” his “property,” his “fortune,” his “substance,” or his “peculium,” for the reason that many authorities hold that his peculium means his patrimony. In the above-mentioned instances the testator seems to have referred to his estate. I am not ignorant that Marcianus entertains doubt with reference to some of these cases, and says that there is a question as to the intention of the testator, and whether he had in his mind only a certain sum of money, or his entire estate. Still, where there is an ambiguity, I hold that the testator had the whole of his estate in his mind in order that the trust might not be extinguished. 1But if anyone should make the following request, “I ask you to transfer to So-and-So everything which conies into your hands from my estate, or my property,” the heir can be compelled to enter upon and transfer the estate, under the terms of the Trebellian Decree of the Senate; although the expression, “comes into your hands,” may properly be said to mean what anyone receives after all claims have been deducted. 2Moreover, it may generally be said that an heir cannot be compelled to accept and transfer an estate where he is only requested to do so with reference to a certain piece of property, or a certain sum of money. If, however, it appears that the testator had reference to his entire estate, there is no doubt that he can be compelled to enter upon it, whether he rejects it because he suspects it of being insolvent, or accepts it voluntarily, as the rights of action will pass under the Trebellian Decree of the Senate. 3Ad Dig. 36,1,17,3Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 52, Note 17.Hence, the question arises, where anyone is asked to transfer an estate after having deducted the debts or the legacies, and the heir alleges that he suspects the estate to be insolvent, can he be compelled to accept and transfer the estate, because he is charged to transfer rather what remains of the estate than the estate itself? Some authorities, and among them Msecianus, think that this deduction is void, for a sum of money cannot be deducted from a right, any more than if the heir were requested to transfer a tract of land after deducting the debts or the legacies, as land is not susceptible of diminution on account of debts or legacies. He states, however, that Julianus holds that the Trebellian Decree of the Senate will apply in this instance, in order that the beneficiary of the trust may not be liable to a double burden; that is to say, when the heir deducts the indebtedness or the legacies, and when suit is brought by the creditors and the legatees. For where the estate is delivered to him under the Trebellian Decree of the Senate, the beneficiary of the trust either ought not to suffer the loss of the deduction made by the heir, or the heir should furnish security to defend him against the legatees and other creditors. 4Where anyone, who is appointed heir, is asked not to transfer the entire estate but only a portion of the same, or where he is asked to transfer it to two persons, and one of them wishes to accept it, and the other does not, the Senate decreed that the one who said that he suspected the estate of being insolvent should be released from liability, and that the entire estate should pass to him who compelled the heir to enter upon it. 5Ad Dig. 36,1,17,5Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 663, Note 4.If, however, a testator charges his heir to transfer, not his portion of the estate, but as much of it as came to him through Seia, and the appointed heir says that he believes the estate to be wholly or partly insolvent, the opinion of Papinianus, namely, that the rights of action pass under the Trebellian Decree of the Senate, will prevail; and it may be held that if the estate is alleged to be insolvent, the appointed heir can be compelled to enter upon and transfer it, and the entire estate will belong to him to whom it is transferred. 6Ad Dig. 36,1,17,6Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 663, Note 4.But where a soldier asks anyone to deliver his property which was situated in Italy, or some property situated in a province, it must be held that if the heir should say that he suspects the estate of being insolvent, he will be compelled to enter upon and transfer it. For, as Marcianus very properly says in the Sixth Book on Trusts, it is for this reason that a soldier can appoint an heir with reference to certain property, and the rights of action will be granted to him; likewise, for the same reason, rights of action will pass under the Trebellian Decree of the Senate. And, although it is well established that actions do not pass under the Trebellian Decree where the testator asks that property which came to him from anyone, or which he has in some country, shall be transferred, still, he says that the contrary opinion prevails with reference to military wills. For he remarks, as soldiers, when they appoint heirs, are permitted to separate their different kinds of property, so also the Trebellian Decree of the Senate allows this to be done where heirs are charged with the execution of a trust. 7If a certain man should appoint two heirs, and substitute them for one another, and charge them that if either became his heir, half of his estate should be transferred to a certain person after the lapse of five years, and the appointed heirs should say that they suspect the estate of being insolvent, and the beneficiary of the trust should wish them to accept it at his risk, the Senate decreed that both heirs, or one of them, could be compelled to enter upon the estate and transfer it to the beneficiary of the trust; so that the rights of action for and against the said beneficiary might pass just as where an estate is transferred under the Trebellian Decree of the Senate. 8Marcianus says that when some of the beneficiaries of a trust are absent, and one who is present wishes the heir to enter upon the estate at his risk, and consequently the rights of action pass entirely to him who compelled the heir to accept, if the beneficiaries who are absent desire to share in the trust, they can make the demand upon him who was present. Marcianus states that the result will be that a beneficiary of the trust who was present cannot retain the fourth against his fellow beneficiaries, because the heir himself could not do so. 9Marcianus also asks, where anyone is asked to transfer an estate to two or more beneficiaries, whether he can be compelled by one of them to enter upon it, and can avail himself of the benefit of the Falcidian portion, to which those who did not wish this to be done would have been entitled, whether they themselves wish the transfer to be made to them, or whether some other person, who has succeeded them, makes the demand. The rule which we make use of at present is that the entire estate shall pass to him who compelled its acceptance by the heir; and, in consequence, it must be said that the heir who was forced to accept it will lose the right to retain the fourth, because the rights of action pass unimpaired to him who compelled the acceptance of the estate. It is clear that if you suggest that the first beneficiary should not compel the entire estate to be transferred to him, when the others demand that it shall be transferred to them, it must be said that the heir will be entitled to the benefit of the Falcidian Law. Therefore, Marcianus very properly holds that it makes a great deal of difference whether the beneficiary asks that the entire estate shall be transferred to him, or whether he asks only for his share of the same. For if only his share is transferred, the Falcidian Law will apply to the remainder; but if the entire estate is transferred, the heir will not enjoy the benefit of the law. 10Where anyone is asked to transfer an estate to a slave belonging to two masters, and one of them wishes to compel the heir, who alleges that the estate is probably insolvent, to transfer it, and the other master refuses to accept it, it must be held that the case is the same as that where the heir is charged to transfer the estate to two persons, one of whom desires to accept it, while the other does not. 11Where a father is charged to transfer an estate to his son, who is under his control, can the son compel his father to make the transfer, if the latter says that he thinks the estate is insolvent? There is no doubt that the father can be compelled to do so by the intervention of the Prætor. 12Even when such a trust has reference to the castrense peculium of the son, who is in the military service, or holds some other office, it may more positively be said that the latter can demand that his father be compelled to enter upon the estate and transfer it to him, although in desiring this to be done he may appear to violate the filial respect due to his father. 13If, however, anyone should be asked to transfer an estate to his slave with the grant of his freedom, whether freedom is directly granted to the slave, or this is done under the terms of a trust, it may be said that he cannot be compelled, by his own slave, to accept the estate; although if he should do so voluntarily, he will be forced to grant him his freedom, and transfer the estate to him under the terms of the trust. This Marcellus says in the Seventh Book on Trusts. 14He also asks, when anyone is ready to give security to indemnify the master, whether the latter can be compelled to enter upon the estate, and especially if he should be tendered the price of the slave. He very properly holds that under the uncertain offer of the bond he is not required to venture to enter upon the estate. 15Where heirs are appointed to an entire estate who are incapable of taking it under the will, and are asked to transfer the whole of it, they can be compelled to accept or transfer it, as they will be subject to no liability on this account. 16If I should be appointed an heir and asked to manumit Stichus, or any other legatee should be asked to do so, and I should be charged to transfer the estate to Titius, and Titius should afterwards be charged to transfer the entire estate to Stichus, Stichus can compel me to enter upon and transfer the estate. 17The following matter was settled by a decision of the Divine Pius. A slave having been bequeathed to one of the heirs of a testator, the said heir was charged to grant the slave his freedom, and another was charged to transfer the estate to the same slave. The Divine Pius addressed a Rescript to Cassius Dexter in the following words: “If the slave Hermias was bequeathed by the testator Pamphilus, to Moscus Theodotus, whom he appointed heir to a portion of his estate, and Theodotus should afterwards enter upon the same before it was accepted by his co-heir appointed by the said Pamphilus, and he should have granted the slave his freedom, on account of this, he who bequeathed the legacy could not be considered as intestate; and Hermias, having petitioned me, the co-heir, Evarestatus must, under such circumstances, be compelled to accept the estate at the risk of Hermias, and to transfer it to him under the terms of the trust.”

Ex libro V

Dig. 29,4,29Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Qui omis­sa cau­sa tes­ta­men­ti ab in­tes­ta­to pos­si­det he­redi­ta­tem, ser­vos ad li­ber­ta­tem per­du­ce­re de­bet, ne eis fac­tum no­ceat eius qui ex tes­ta­men­to ad­ire no­luit: sic ta­men, ut ha­beat li­ber­tos.

Ulpianus, Trusts, Book V. Where anyone, having relinquished his rights under the will, obtains possession of an estate on the ground of intestacy, he must bestow freedom on the slaves, nor can this act of him who declines to take under the will injure them, as they become his freedmen.

Dig. 35,1,92Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Si cui le­ga­tum fue­rit re­lic­tum is­que ro­ga­tus sit li­be­ros suos em­an­ci­pa­re, an co­gi de­beat ma­nu­mit­te­re? et re­ti­neo me di­xis­se de­fi­ci eos a pe­ti­tio­ne fi­dei­com­mis­si: ne­que enim prae­tor fi­dei­com­mis­sa­rius eos ad li­ber­ta­tem tue­tur ut ser­vos. Pa­pi­nia­num quo­que li­bro no­no re­spon­so­rum scri­be­re re­fe­re­bam non es­se co­gen­dum em­an­ci­pa­re fi­lios suos. ar­bi­tror ta­men ex­tra or­di­nem de­be­re con­sti­tui eum qui ad­gno­vit id, quod si­bi re­lic­tum est hac con­tem­pla­tio­ne, ut li­be­ros suos em­an­ci­pa­ret, co­gen­dum em­an­ci­pa­re: ne­que enim de­bet cir­cum­ve­ni­ri tes­tan­tium vo­lun­tas: sic de­in­de hoc ac­ci­pien­dum, quem­ad­mo­dum si sub con­di­cio­ne li­be­ro­rum em­an­ci­pan­do­rum ei fuis­set le­ga­tum vel ita re­lic­tum, ut eos em­an­ci­pa­ret. cui rei con­se­quens est, quod di­vus Se­ve­rus re­scrip­sit. nam cum quae­dam mu­lier ne­po­tes suos he­redes in­sti­tuis­set et ip­sum fi­lium co­he­redem fi­liis suis de­dis­set eos­que in­vi­cem sub­sti­tuis­set ro­gas­set­que fi­lium, ut fi­lios em­an­ci­pa­ret, non au­tem ro­gas­set, ut he­redi­ta­tem eis re­sti­tue­ret: ex auc­to­ri­ta­te di­vi Se­ve­ri em­an­ci­pa­re eos com­pul­sus est his­que re­sti­tue­re he­redi­ta­tem. et ad­iec­tum est, ut, si tar­dius id fa­ce­ret, qua­si ex mo­ra usu­ras prae­sta­tu­rum: vi­de­ri enim eum, qui mo­ram fa­ce­ret em­an­ci­pa­tio­ni, mo­ram re­sti­tu­tio­ni fi­dei­com­mis­si eam fa­ce­re.

Ulpianus, Trusts, Book V. Where a person to whom a legacy was bequeathed is asked to emancipate his children, should he be compelled to emancipate them? I remember that I said on this point that the children were excluded from demanding the execution of the trust; for the Prætor, acting as trustee, does not protect children who desire emancipation as he does slaves. I am aware that Papinianus also in the Ninth Book of Opinions stated that a father should not be compelled to emancipate his children. I think, however, that an extraordinary rule should be established in such cases, and that a father should be forced to emancipate his children when he has received property which was left to him with the understanding that he would emancipate them, for the intentions of testators should not be evaded. Hence this should be understood in the same way as where a legacy was bequeathed to him on condition of his emancipating his children, to enable him to emancipate them. The rule stated by the Divine Severus in a Rescript, agrees with this; for when a certain woman appointed her grandchildren her heirs, and appointed her son, their father, their co-heir, and substituted them for one another, requesting her son that he should emancipate her children, but did not ask him to transfer the estate to them, he was compelled by the authority of the Divine Severus to emancipate them, and to deliver the estate to them, and it was added that if he should delay to do this, he would be liable for interest on the amount unpaid while he was in default; for it was held that he who was in default in granting their emancipation was guilty of the same default with reference to the delivery of the property under the terms of the trust.

Dig. 40,5,24Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Ge­ne­ra­li­ter di­ce­mus eos pos­se fi­dei­com­mis­sa­riam li­ber­ta­tem ad­scri­be­re, qui fi­dei­com­mis­sum pe­cu­nia­rium pos­sunt re­lin­que­re. 1Et prin­ci­pis ser­vo vel mu­ni­ci­pii et cu­ius al­te­rius fi­dei­com­mis­sa li­ber­tas ad­scrip­ta va­let. 2Hos­tium ser­vo si fi­dei­com­mis­sa­ria li­ber­tas fue­rit ad­scrip­ta, pot­est trac­ta­ri, an non sit in­ef­fi­cax. et for­tas­sis quis di­xe­rit in­dig­num es­se ci­vem Ro­ma­num fie­ri hos­tium ser­vum: sed si in ca­sum re­lin­qua­tur, in quem nos­ter es­se in­ci­pit, quid pro­hi­bet di­ce­re li­ber­ta­tem va­le­re? 3Si ho­mi­ni li­be­ro fue­rit li­ber­tas per fi­dei­com­mis­sum ad­scrip­ta et is in ser­vi­tu­tem red­ac­tus pro­po­na­tur, pe­te­re pot­est li­ber­ta­tem, si mo­do mor­tis tem­po­re vel con­di­cio­nis ex­is­ten­tis in­ve­nia­tur ser­vus. 4Ser­vo eius, qui non­dum in re­bus hu­ma­nis est, li­ber­tas rec­te per fi­dei­com­mis­sum re­lin­qui­tur. 5Si ser­vus in me­tal­lum fue­rit dam­na­tus, li­ber­ta­tem spe­ra­re non pot­erit. quid er­go, si fi­dei­com­mis­sa­ria li­ber­tas ei re­lic­ta sit et poe­na me­tal­li in­dul­gen­tia prin­ci­pis sit li­be­ra­tus? et est re­scrip­tum ab im­pe­ra­to­re nos­tro hunc in do­mi­nium prio­ris do­mi­ni non re­sti­tui: cu­ius ta­men sit, non ad­ici­tur. cer­te cum fis­ci ef­fi­cia­tur, spe­ra­re pot­est fi­dei­com­mis­sa­riam li­ber­ta­tem. 6Ex dam­na­ta in me­tal­lum con­cep­to et na­to fi­dei­com­mis­sa­ria li­ber­tas da­ri pot­erit: quid mi­rum, cum et­iam ve­num­da­ri eum pos­se qua­si ser­vum di­vus Pius re­scrip­sit? 7Si pe­ti­tum a tes­ta­to­re fue­rit, ne post­ea Sti­chus ser­vi­ret, pla­cuit fi­dei­com­mis­sa­riam li­ber­ta­tem da­tam vi­de­ri: nam qui hoc pe­tit, ne post­ea ser­viat, vi­de­tur pe­te­re, ut li­ber­tas ei prae­ste­tur. 8Sed et si ita scrip­sit: ‘ne eum alie­nes’ ‘ne eum ven­das’, idem erit di­cen­dum, si mo­do hoc ani­mo fue­rit ad­scrip­tum, quod vo­lue­rit eum tes­ta­tor ad li­ber­ta­tem per­du­ci. ce­te­rum si alia men­te id scrip­sit, ut pu­ta quia con­si­lium da­bat he­redi re­ti­ne­re ta­lem ser­vum vel quia co­er­ce­re vo­luit ser­vum et cru­cia­re, ne me­lio­rem do­mi­num ex­pe­ria­tur, vel ali­qua men­te, non tri­buen­dae li­ber­ta­tis ani­mo, di­cen­dum est ces­sa­re li­ber­ta­tis prae­sta­tio­nem: et ita Cel­sus li­bro vi­cen­si­mo ter­tio di­ges­to­rum scri­bit. non tan­tum enim ver­ba fi­dei­com­mis­si, sed et mens tes­ta­to­ris tri­bue­re so­let li­ber­ta­tem fi­dei­com­mis­sa­riam. sed cum ex prae­sump­tio­ne li­ber­tas prae­sti­ta es­se vi­de­tur, he­redis est con­tra­riam vo­lun­ta­tem tes­ta­to­ris pro­ba­re. 9Si quis tu­to­rem id­eo scrip­se­rit, quia li­be­rum pu­ta­vit, cer­tis­si­mum est ne­que li­ber­ta­tem pe­ti pos­se ne­que tu­te­lam li­ber­ta­tis prae­sta­tio­ni pa­tro­ci­na­ri: et ita et Mar­cel­lus li­bro quin­to de­ci­mo di­ges­to­rum et im­pe­ra­tor nos­ter cum pa­tre re­scrip­sit. 10Si quis ser­vo pig­ne­ra­to di­rec­tam li­ber­ta­tem de­de­rit, li­cet vi­de­tur iu­re sup­ti­li in­uti­li­ter re­li­quis­se, at­ta­men qua­si et fi­dei­com­mis­sa­ria li­ber­ta­te re­lic­ta ser­vus pe­te­re pot­est, ut ex fi­dei­com­mis­so li­ber fiat: fa­vor enim li­ber­ta­tis sua­det, ut in­ter­pre­te­mur et ad li­ber­ta­tis pe­ti­tio­nem pro­ce­de­re tes­ta­men­ti ver­ba, qua­si ex fi­dei­com­mis­so fue­rat ser­vus li­ber es­se ius­sus: nec enim igno­tum est, quod mul­ta con­tra iu­ris ri­go­rem pro li­ber­ta­te sint con­sti­tu­ta. 11Ex tes­ta­men­to, quod ad­gna­tio­ne pos­tu­mae rup­tum es­se con­sti­tit, ne­que di­rec­tas li­ber­ta­tes com­pe­te­re ne­que fi­dei­com­mis­sa­rias de­be­ri, quas non a le­gi­ti­mis quo­que he­redi­bus pa­ter fa­mi­lias re­li­que­rit, sa­tis con­stat. 12Si quis alie­num vel suum ser­vum ro­ga­tus sit ma­nu­mit­te­re et mi­nus sit in eo quod ac­ce­pit iu­di­cio tes­ta­to­ris, plus sit in pre­tio ser­vi, an co­ga­tur vel alie­num red­ime­re vel suum ma­nu­mit­te­re, vi­den­dum est. et Mar­cel­lus scrip­sit, cum ce­pe­rit le­ga­tum, co­gen­dum om­ni­mo­do suum ma­nu­mit­te­re: et sa­ne hoc iu­re uti­mur, ut mul­tum in­ter­sit, suum quis­que ro­ga­tus sit ma­nu­mit­te­re an alie­num: si suum, co­ge­tur ma­nu­mit­te­re, et­iam­si mo­di­cum ac­ce­pit: quod si alie­num, non alias erit co­gen­dus, quam si tan­ti pos­sit red­ime­re, quan­tum ex iu­di­cio tes­ta­to­ris con­se­cu­tus sit. 13Pro­in­de con­se­quen­ter Mar­cel­lus ait eum quo­que, qui he­res in­sti­tu­tus est, si qui­dem ali­quid ad eum de­duc­to ae­re alie­no per­ve­nit, co­gen­dum es­se suum ma­nu­mit­te­re: si ve­ro ni­hil per­ve­nit, non es­se co­gen­dum. 14Pla­ne si for­te mi­nus re­lic­tum est ali­cui, ve­rum cre­vit le­ga­tum ex ali­qua cau­sa, ae­quis­si­mum erit tan­ti eum co­gi red­ime­re, quan­tum ad eum per­ve­nit, nec cau­sa­ri de­be­re, quod mi­nus il­li re­lic­tum sit, cum cre­ve­rit eius le­ga­tum per tes­ta­men­ti oc­ca­sio­nem: nam et si ex mo­ra fruc­tus usu­rae­ve fi­dei­com­mis­so ac­ces­sis­sent, di­cen­dum est li­ber­ta­tem prae­stan­dam. 15Pro­in­de et si ser­vi pre­tium de­cre­vit, di­cen­dum est red­ime­re co­gen­dum. 16Quod si le­ga­tum sit im­mi­nu­tum, vi­den­dum, an co­ga­tur ser­vum ma­nu­mit­te­re qui spe­ra­vit le­ga­tum ube­rius con­se­cu­tu­rum. et pu­tem, si le­ga­tum re­fun­de­re sit pa­ra­tus, non es­se co­gen­dum, id­cir­co, quia alia con­tem­pla­tio­ne ad­gno­vit le­ga­tum, quod ex in­opi­na­to de­mi­nu­tum est: pa­ra­to igi­tur ei a le­ga­to re­ce­de­re con­ce­den­dum erit, ni­si for­te re­si­duum le­ga­tum ad pre­tium suf­fi­cit. 17Quid er­go, si plu­res ser­vos ro­ga­tus sit ma­nu­mit­te­re et ad quo­run­dam pre­tium suf­fi­ciat id quod re­lic­tum est, ad om­nium non suf­fi­ciat, an co­gen­dus sit quos­dam ma­nu­mit­te­re? et pu­tem de­be­re eum co­gi vel eos, quo­rum pre­tium pa­ti­tur, ma­nu­mit­te­re. quis er­go sta­tuet, qui po­tius ma­nu­mit­ti­tur? utrum­ne ip­se le­ga­ta­rius eli­gat, quos ma­nu­mit­tat, an he­res a quo le­ga­tum est? et for­tas­sis quis rec­te di­xe­rit or­di­nem scrip­tu­rae se­quen­dum: quod si or­do non pa­reat, aut sor­ti­ri eos opor­te­bit, ne ali­quam amb­itio­nis vel gra­tiae su­spi­cio­nem prae­tor sub­eat, aut me­ri­tis cu­ius­que al­le­ga­tis ar­bi­tra­ri eos opor­tet. 18Si­mi­li mo­do di­cen­dum est et si red­ime­re ius­sus sit li­ber­ta­tem­que prae­sta­re nec pe­cu­nia quae le­ga­ta est suf­fi­ciat ad red­emp­tio­nem om­nium, qui­bus li­ber­tas da­ta est: nam et hic idem erit, quod su­pra pro­ba­vi­mus. 19Si cui le­ga­tum sit re­lic­tum is­que ro­ga­tus sit ser­vum pro­prium ma­nu­mit­te­re ei­que quod le­ga­tum est prae­sta­re, an fi­dei­com­mis­sa­ria li­ber­tas prae­stan­da sit? quos­dam mo­vet, quia, si fue­rit co­ac­tus ad li­ber­ta­tem prae­stan­dam, ex ne­ces­si­ta­te ad fi­dei­com­mis­si quo­que prae­sta­tio­nem erit co­gen­dus: et sunt qui pu­tant non es­se co­gen­dum. nam et si mi­hi le­ga­tum fuis­set re­lic­tum et id ro­ga­tus es­sem Ti­tio re­sti­tue­re con­fes­tim et prae­ter­ea fi­dei­com­mis­sam li­ber­ta­tem ser­vo meo prae­sta­re, si­ne du­bio di­ce­re­mus non es­se me co­gen­dum ad li­ber­ta­tis prae­sta­tio­nem, quia ni­hil pre­tii no­mi­ne vi­deor ac­ce­pis­se. pla­ne si for­te post tem­pus fue­rit ro­ga­tus re­sti­tue­re si­bi le­ga­tum re­lic­tum, di­ci pot­est prop­ter me­dii tem­po­ris fruc­tum co­gen­dum eum ma­nu­mit­te­re, 20si ro­ga­tus quis alii fun­dum, cum mo­rie­tur, alii cen­tum prae­sta­re si tan­tum ex fruc­ti­bus fun­di per­ce­pe­rit, quan­tum est in fi­dei­com­mis­so, co­gen­dum eum prae­sta­re. sic fit, ut sit in pen­den­ti fi­dei­com­mis­sum pe­cu­nia­rium et fi­dei­com­mis­sae li­ber­ta­tis prae­sta­tio. 21Quo­tiens au­tem fi­dei­com­mis­sa­ria li­ber­tas re­lin­qui­tur ef­fi­ca­ci­ter, in ea cau­sa est, ut ne­que alie­na­tio­ne ne­que usu­ca­pio­ne ex­tin­gui pos­sit: ad quem­cum­que enim per­ve­ne­rit is ser­vus, cui fi­dei­com­mis­sa li­ber­tas re­lic­ta est, co­gi eum ma­nu­mit­te­re: et ita est sae­pis­si­me con­sti­tu­tum. co­ge­tur igi­tur is, ad quem ser­vus per­ve­ne­rit, fi­dei­com­mis­sam li­ber­ta­tem prae­sta­re si hoc ma­luit is qui ro­ga­tus est: la­tius enim ac­cep­tum est, ut et si sub con­di­cio­ne fuit ei li­ber­tas re­lic­ta et pen­den­te con­di­cio­ne alie­na­tus sit, at­ta­men cum sua cau­sa alie­ne­tur. quod si no­lit ab eo ma­nu­mit­ti, sed po­tius ab eo ve­lit ad li­ber­ta­tem per­du­ci, qui erat ro­ga­tus eum ma­nu­mit­te­re, au­di­ri eum opor­te­re di­vus Ha­d­ria­nus et di­vus Pius re­scrip­se­runt. quin im­mo et si iam ma­nu­mis­sus est, ve­lit ta­men po­tius eius li­ber­tus fie­ri, qui erat ro­ga­tus eum ma­nu­mit­te­re, au­dien­dum eum di­vus Pius re­scrip­sit. sed et si ex per­so­na ma­nu­mis­so­ris vel ex qua­cum­que cau­sa ma­nu­mis­sus os­ten­de­re pot­est ius suum lae­di ma­nu­mis­sio­ne vel et­iam lae­sum, suc­cur­ri ei ex his con­sti­tu­tio­ni­bus opor­tet, ne con­tra vo­lun­ta­tem de­func­ti du­rior eius con­di­cio con­sti­tua­tur. pla­ne si ea sit de­func­ti vo­lun­tas, ut vel a quo­cum­que ma­nu­mit­ti vo­lue­rit, di­cen­dum est con­sti­tu­tio­nes su­pra scrip­tas ces­sa­re.

Ulpianus, Trusts, Book V. Generally speaking, we say that persons who can leave money under a trust can also bequeath a grant of freedom in the same manner. 1A grant of freedom under a trust, which is bequeathed to a slave of the Emperor, or of a municipality, or of anyone else, is valid. 2Where freedom is bequeathed by the terms of a trust to a slave of the enemy, can it be maintained that it is not without force or effect? Perhaps someone may say that a slave of the enemy is unworthy to become a Roman citizen. If, however, it is bequeathed to him in case he becomes one of our allies, what is there to prevent anyone from holding that the grant of freedom is valid? 3Where freedom is bequeathed under the terms of a trust to a man who is already free, and he is subsequently reduced to slavery, he can demand his freedom, provided he was a slave at the time of the death of the testator, or when a condition was fulfilled. 4Freedom can legally be left under a trust to a slave who is yet unborn. 5A slave cannot expect his freedom if he has been sentenced to the mines. But what if freedom was left to him under the terms of a trust, and he was released from the penalty of the mines by the indulgence of the Emperor? It was stated in a Rescript by our Emperor that he will not be restored to the ownership of his former master; but in this case, it is not stated to whom he will belong. It is certain that when he becomes the property of the Treasury that he can expect to obtain his freedom by virtue of the trust. 6Freedom under the terms of a trust can be granted to a slave conceived and born of a woman who was condemned to the mines. What is there surprising in this, as the Divine Pius stated in a Rescript that he could be sold as a slave? 7Where it is requested by the testator that Stichus should not afterwards serve as a slave, it was held that freedom should be considered to have been granted to him under a trust; for he who asks that he shall not afterwards serve as a slave is considered to ask that he be granted his freedom. 8Where, however, the testator states, “You shall not alienate or sell him,” the same rule will apply, provided that this was done by the testator with the intention that he should obtain his freedom. But if he inserted the clause with a different intention (for example, because he advised the heir to retain the slave; or because he desired to punish and torture the latter in order to prevent him from obtaining a better master, or did so with some other motive than that of liberating him), it must be said that he should not be granted his freedom. This was mentioned by Celsus in the Twenty-third Book of the Digest. It is not so much the terms of the trust as the intention of the testator, which usually confers freedom in such cases. As, however, freedom is always considered to be granted, it devolves upon the heir to prove the contrary intention of the testator. 9When anyone appoints a slave a guardian, because he thinks that he is free, it is absolutely certain that he cannot demand his freedom, nor can the right to the guardianship be maintained by him on account of the grant of freedom. This is held by Marcellus in the Fifteenth Book of the Digest, and Our Emperor, with his Father, also stated it in a Rescript. 10Where anyone grants liberty directly to a slave who has been pledged, although, by the strict construction of the law, the grant is held to be void; still, if freedom had been left to him by the terms of a trust, the slave can demand his liberation by virtue of it. For the favor conceded to freedom requires that we should interpret the bequest in this manner, and that the words of the will mean that freedom should be demanded, just as if the slave had been directed to be free under the terms of a trust. For it is well known that many things contrary to the strict construction of the law have been decided in favor of liberty. 11It is established that grants of freedom which are either direct, or dependent upon the terms of a trust, cannot be carried out under a will which has been broken by the birth of a posthumous child, where the testator has not charged his lawful heirs with their execution. 12Where anyone is requested to manumit his own slave, or the slave of another, and he receives less by the will of the testator than the value of the slave, whether he can be compelled either to purchase the slave belonging to another, or to manumit his own, is a question for consideration. Marcellus says that, as soon as he accepts the legacy, he will, by all means, be compelled to manumit his slave. And, indeed, this is our practice, as it makes a great deal of difference whether anyone is requested to manumit his own slave, or a slave belonging to someone else. If it is his own slave, he will be compelled to manumit him, even if the amount he receives is very small; but if it is the slave of another, he should not be forced to manumit him unless he can purchase the said slave for a sum equal to what he receives by the will of the testator. 13Hence Marcellus says that he also, who is appointed the heir, can be compelled to manumit his own slave, if he obtains anything from the estate after payment of its indebtedness, but if he obtains nothing, he cannot be forced to do so. 14It is clear that, if less has been bequeathed to anyone than the slave is worth, but the legacy has been increased for some reason or other, it will be perfectly just for him to be compelled to purchase the slave with the amount which he obtains from the estate; but it should not be said that he has been left less than the slave was worth, as his legacy has been increased by reason of the will. For if, through delay, the crops or the interest should be added to the amount bequeathed under the trust, it must be held that freedom ought to be granted. 15On the same principle, if the price of the slave has been reduced, it must be held that he should be forced to purchase him. 16Where, however, the legacy has been diminished, it must be considered whether he who expected to obtain a larger legacy can be compelled to manumit the slave. I think that if he is ready to refund the legacy, he cannot be forced to do so, for the reason that he accepted the legacy with a different prospect, and it has been unexpectedly diminished. Therefore, if he is ready to surrender the legacy, he shall be permitted to do so, unless what remains of it is sufficient to pay the price of the slave. 17But what if a person is charged to manumit several slaves, and the sum bequeathed is equal to the value of some of them, but not to that of all; can he be compelled to manumit some of them? I think that he can be compelled to manumit as many as the legacy will permit him to do. But who shall decide which ones shall be manumitted; must the legatee select them, or must the heir do so? Perhaps someone may very properly say that the order given in the will should be followed. If the order is not indicated therein, the slaves ought to be selected by lot, to prevent the Prætor from being suspected of favoring any through interest, or kindness; for he must render his decision by taking into account the alleged merits of each slave. 18In like manner, it must be held that, where a legatee is ordered to purchase certain slaves, and give them their freedom, and the money which was bequeathed for this purpose is not sufficient for the purchase of all of said slaves, the rule in this case will be the same as we have adopted in the preceding one. 19Where a legacy is bequeathed to anyone, and he is requested to manumit his own slave, and transfer the legacy to him, must freedom be granted under the terms of the trust? Some authorities are in doubt on this point, because if the legatee is compelled to give the slave his liberty, he will necessarily be obliged to execute the trust and transfer the legacy; and there are some authorities who hold that he should not be forced to do so. For if a legacy should be left to me, and I should be charged to immediately transfer it to Titius, and also to grant freedom under the trust to my slave, we should undoubtedly hold that I cannot be compelled to grant him his freedom, because I am not considered to have received anything to take the place of his value. It is clear that if I should be charged to pay the legacy after a certain time has elapsed, it may be held that I can be compelled to manumit the slave if, in the meantime, I have obtained any benefit from the legacy. 20Where anyone is asked to give to one person a tract of land, and to another a hundred aurei, at the time of his death, he will be compelled to pay whatever he has collected out of the profits of the land, if the amount is equal to that provided by the trust; so that, in this instance, it is not certain whether the money left under the trust, or the grant of freedom, will be due. 21Whenever freedom is legally bequeathed by the terms of a trust, the condition is such that the right can neither be extinguished by a donation, nor by usucaption; for no matter into whose hands the slave whose freedom has been left under the trust may come, his owner will be compelled to manumit him. This has been frequently set forth in the Imperial Constitutions. Therefore, he into whose hands the slave may come will be compelled to grant him his freedom by virtue of the trust, if he who was requested to do so prefers it; for it has been settled by a broader interpretation that, even if freedom were left to a slave conditionally, and he should be alienated while the condition is pending, he is, nevertheless, alienated with the understanding that he is to be free if the condition is complied with. If, however, the slave is unwilling to be manumitted by him, but prefers to obtain his freedom from the person who was charged to emancipate him, the Divine Hadrian and the Divine Pius stated in a Rescript that he must be heard. The Divine Pius also stated in a Rescript that even if he had been already manumitted and preferred to become the freedman of the person who had liberated him, he should be heard. But if the freedman can show that his rights may be, or have been prejudiced by his manumission, on account of some act of the person who manumitted him or for some other reason, relief must be granted him by one of these constitutions, in order that his condition may not become less endurable, which would be contrary to the wishes of the deceased. It is. clear that if the intention of the deceased was that the slave should be manumitted by anyone whomsoever, it must be said that the constitutions above referred to will not apply.

Dig. 40,5,26Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Cum ve­ro is qui ro­ga­tus est non alie­num ser­vum ma­nu­mit­te­re mor­ta­li­ta­tis ne­ces­si­ta­te vel bo­no­rum pu­bli­ca­tio­ne ad alium ser­vum per­du­xit, ma­gis opi­nor con­sti­tu­tio­ni­bus es­se lo­cum, ne de­te­rior con­di­cio fi­dei­com­mis­sae li­ber­ta­tis fiat. nam et cum qui­dam ro­ga­tus es­set, cum mo­re­re­tur, ser­vum ma­nu­mit­te­re is­que de­ces­sis­set li­ber­ta­te ser­vo non da­ta, per­in­de eum ha­ben­dum con­sti­tu­tum est at­que si ad li­ber­ta­tem ab eo per­duc­tus es­set: pot­est enim eo tes­ta­men­to da­re li­ber­ta­tem uti­que di­rec­tam. sic fit, ut, quo­tiens quis li­ber­ta­tem ac­ce­pit fi­dei­com­mis­sa­riam, si ab alio quam qui erat ro­ga­tus ma­nu­mit­ta­tur, au­xi­lium con­sti­tu­tio­num ha­beat per­in­de­que ha­bea­tur at­que si ab eo ma­nu­mis­sus fuis­set, quon­iam fi­dei­com­mis­sis li­ber­ta­ti­bus fa­vor ex­hi­be­tur nec in­ter­ci­de­re so­let de­sti­na­ta fi­dei­com­mis­sa li­ber­tas: qui enim ea do­na­tus est, in pos­ses­sio­nem li­ber­ta­tis in­ter­im es­se vi­de­tur. 1Ap­pa­ret igi­tur sub­ven­tum fi­dei­com­mis­sis li­ber­ta­ti­bus, ut in re mo­ra fac­ta es­se his vi­dea­tur et ex die qui­dem, quo li­ber­tas pe­ti po­tuit, ma­tri tra­de­ren­tur ma­nu­mit­ten­di cau­sa, ex die ve­ro, quo pe­ti­ta est, in­ge­nui nas­can­tur. ple­rum­que enim per igna­viam vel per ti­mi­di­ta­tem eo­rum, qui­bus re­lin­qui­tur li­ber­tas fi­dei­com­mis­sa, vel igno­ran­tiam iu­ris sui vel per auc­to­ri­ta­tem et dig­ni­ta­tem eo­rum, a qui­bus re­lic­ta est, vel se­rius pe­ti­tur vel in to­tum non pe­ti­tur fi­dei­com­mis­sa li­ber­tas: quae res ob­es­se li­ber­ta­ti non de­bet. quod igi­tur de­fen­di­mus, ita de­ter­mi­nan­dum est, ut in­ge­nui qui­dem ex­in­de nas­can­tur, ex quo mo­ra li­ber­ta­ti fac­ta est, ma­nu­mit­ti au­tem par­tum di­ci de­beat, ex quo pe­ti li­ber­tas po­tuit, quam­vis non sit pe­ti­ta. cer­te mi­no­ri­bus vi­gin­ti quin­que an­nis et in hoc tri­buen­dum est au­xi­lium, ut vi­dea­tur in re mo­ra es­se: nam qua ra­tio­ne de­cre­tum et a di­vo Se­ve­ro con­sti­tu­tum est in re mo­ram es­se cir­ca pe­cu­nia­ria fi­dei­com­mis­sa, quae mi­no­ri­bus re­lic­ta sunt, mul­to ma­gis de­bet et­iam in li­ber­ta­ti­bus hoc idem ad­mit­ti. 2Cum qui­dam Cae­ci­lius an­cil­lam, quam pig­no­ri ob­li­ga­ve­rat, di­mis­so cre­di­to­re per fi­dei­com­mis­sum ma­nu­mit­ti vo­luis­set et he­redi­bus cre­di­to­rem non li­be­ran­ti­bus in­fan­tes, qui post­ea erant edi­ti, venis­sent a cre­di­to­re, im­pe­ra­tor nos­ter cum pa­tre re­scrip­sit se­cun­dum ea, quae di­vo Pio plac­ue­rint, ne pue­ri in­ge­nui­ta­te de­sti­na­ta frau­da­ren­tur, pre­tio emp­to­ri re­sti­tu­to per­in­de eos in­ge­nuos fo­re, ac si ma­ter eo­rum suo tem­po­re ma­nu­mis­sa fuis­set. 3Idem im­pe­ra­tor nos­ter cum pa­tre re­scrip­sit, si post quin­quen­nium mor­tis tes­ta­to­ris ta­bu­lae tes­ta­men­ti aper­tae es­sent vel co­di­cil­li et par­tus me­dio tem­po­re edi­tus sit, ne for­tui­ta mo­ra ser­vi­tu­tem par­tui ir­ro­ga­ve­rit, ma­tri par­tum tra­den­dum, ut ab ea ad li­ber­ta­tem per­du­ca­tur. 4Ap­pa­ret igi­tur ex hoc scrip­to, item eo quod a di­vo Pio re­scrip­tum di­xi­mus, no­luis­se eos mo­ram li­ber­ta­ti for­tui­tam no­ce­re edi­to ex ea, cui fi­dei­com­mis­sa li­ber­tas da­ta est. 5Non ta­men si a sub­sti­tu­to im­pu­be­ris fi­dei­com­mis­sa li­ber­tas da­ta sit an­cil­lae ea­que vi­vo im­pu­be­re par­tum edi­de­rit, vel si post tem­pus vel sub con­di­cio­ne li­ber­ta­tem ac­ce­pe­rit et an­te diem vel con­di­cio­nem par­tum edi­de­rit, ad li­ber­ta­tem par­tus per­du­ce­tur, quia ho­rum alia con­di­cio est: non enim mo­ram for­tui­tam, sed ex vo­lun­ta­te tes­tan­tis pas­si sunt. 6Si pro non scrip­to ha­bi­tus sit ser­vus ali­cui le­ga­tus, cui ser­vo per fi­dei­com­mis­sum li­ber­tas ad­scrip­ta est, quaes­tio­nis est, num fi­dei­com­mis­sa li­ber­tas de­beat in­ter­ci­de­re et an, si ser­vus pe­tat fi­dei­com­mis­sam li­ber­ta­tem ab eo, pe­nes quem re­man­sis­set pro non scrip­to ha­bi­to le­ga­to quod erat re­lic­tum ei qui eum ro­ga­tus fue­rat ma­nu­mit­te­re, vel si ip­se ser­vus, ut su­pra dic­tum est, fuit le­ga­tus, an li­ber­tas non de­beat in­ter­ci­de­re. et pu­tem de­be­re di­ci fi­dei­com­mis­sam li­ber­ta­tem sal­vam es­se, li­cet ad eum ni­hil per­ve­ne­rit, qui eum ro­ga­tus erat ma­nu­mit­te­re: co­ge­tur igi­tur li­ber­ta­tem prae­sta­re is ad quem per­ve­nit le­ga­tum, quia li­ber­tas fi­dei­com­mis­sa nul­lum im­pe­d­imen­tum pa­ti de­bet. 7Sub­ven­tum li­ber­ta­ti­bus est se­na­tus con­sul­to, quod fac­tum est tem­po­ri­bus di­vi Tra­ia­ni Ru­brio Gal­lo et Cae­lio His­po­ne con­su­li­bus in haec ver­ba: ‘si hi, a qui­bus li­ber­ta­tem prae­sta­ri opor­tet, evo­ca­ti a prae­to­re ad­es­se no­luis­sent, si cau­sa co­gni­ta prae­tor pro­nun­tias­set li­ber­ta­tem his de­be­ri, eo­dem iu­re sta­tum ser­va­ri, ac si di­rec­to ma­nu­mis­si es­sent’. 8Hoc se­na­tus con­sul­tum ad eos per­ti­net, qui­bus ex cau­sa fi­dei­com­mis­si li­ber­tas de­bea­tur. pro­in­de si li­ber­tas non de­be­re­tur, ob­rep­tum ta­men prae­to­ri est de li­ber­ta­te pro­nun­tia­tum­que, ex hoc se­na­tus con­sul­to li­ber­tas non com­pe­tit. et ita im­pe­ra­tor nos­ter cum pa­tre suo re­scrip­sit. 9Evo­ca­ri au­tem a prae­to­re opor­tet eos, qui fi­dei­com­mis­sam li­ber­ta­tem de­bent: ce­te­rum ni­si fue­rint evo­ca­ti, ces­sat Ru­bria­num se­na­tus con­sul­tum. pro­in­de de­nun­tia­tio­ni­bus et edic­tis lit­te­ris­que evo­can­di sunt. 10Hoc se­na­tus con­sul­tum ad om­nes per­ti­net la­ti­tan­tes, quos fi­dei­com­mis­sam li­ber­ta­tem prae­sta­re opor­tet. pro­in­de si­ve he­res ro­ga­tus si­ve quis alius, se­na­tus con­sul­to lo­cus est: om­nes enim om­ni­no, qui de­be­rent fi­dei­com­mis­sam li­ber­ta­tem prae­sta­re, in ea cau­sa sunt, ut ad se­na­tus con­sul­tum per­ti­neant. 11Qua­re si he­res qui­dem la­ti­tet, le­ga­ta­rius au­tem vel fi­dei­com­mis­sa­rius, qui ro­ga­tus sit li­ber­ta­tem prae­sta­re, prae­sens sit, se­na­tus con­sul­tum de­fi­cit et ni­hi­lo mi­nus im­pe­die­tur li­ber­tas: pro­po­na­mus enim le­ga­ta­rium non­dum do­mi­nium ser­vi nac­tum es­se.

Ulpianus, Trusts, Book V. Where anyone who was requested to manumit the slave of another transfers the slave to a third party on account of his death or the confiscation of his property, I think that it should be held that there is ground for the application of the constitutions, in order that the condition of the freedom bequeathed by the trust may not be rendered worse. For when anyone is charged to manumit a slave at the time of his death, and he dies before giving the slave his freedom, it has been decided that it is the same as if the slave had been bequeathed his freedom by him; for he could have granted him his freedom directly by his will. The result of this is, that whenever anyone who obtains his freedom by virtue of a trust is manumitted by someone, other than the person charged with manumitting him, he will be entitled to the benefit of the constitutions, and will be regarded just as if he had been manumitted by him who was asked to do so; for the reason that favor is always shown to grants of freedom under a trust, and when they are bequeathed they should not be interfered with, as he to whom they are granted is in the meantime held to be in the enjoyment of his liberty. 1Therefore, it is apparent that relief should be granted where freedom is left under a trust, and that any delay which results should be considered as proceeding from the matter itself, and in reckoning the day from which freedom can be demanded, children should be given to their mother to be manumitted, where she is a liberated slave, and the children are born free from the day when freedom was demanded. For, generally, freedom which is left under a trust is demanded too late, or is not demanded at all, on account of the neglect or timidity of those who are entitled to it; or because of their ignorance of their rights; or on account of the authority and rank of those who are charged with the execution of the trust; which things should not stand in the way of the acquisition of freedom. Hence we maintain, and it should so be decided, that children are born free from the very time when any delay is made in liberating their mother from servitude; and, moreover, the child of a female slave should be considered as manumitted from the very time when the mother had the right to demand her freedom, even though she may not have done so. It is clear that relief should be granted to minors of twenty-five years of age in a case of this kind, and that any delay should be held to have proceeded from the matter itself; for, as it has been decreed and set forth in the Constitution of the Divine Severus that wherever delay takes place in the payment of money left to minors under a trust, it should be considered as having proceeded from the matter itself, there is still greater reason that this rule should be adopted where grants of freedom are involved. 2A certain Cæcilius, who had given a female slave in pledge, provided by his will that, after the claim of his creditor had been satisfied, the slave should be manumitted by virtue of a trust. The heirs not having paid the creditor, the children afterwards born to the said slave were sold by him. Our Emperor and his Father stated in a Rescript that, in accordance with what had been decided by the Divine Pius, the children should not be defrauded of the freedom to which they are entitled, and that the price having been refunded to the purchaser, they should become free; just as if their mother had been manumitted at the time when they were born. 3Our Emperor and his Father also stated in a Rescript that if a will or a codicil had not been opened within five years after the death of the testator, and the female slave had had a child in the meantime, it should be delivered to its mother, in order that it might be granted its freedom; and that it should not remain in slavery on account of accidental delay. 4It is, therefore, apparent from this Rescript, as well as from the one which we have mentioned as promulgated by the Divine Pius, that these Emperors were unwilling that any accidental delay in granting freedom should prejudice the rights of a child born of a slave to whom freedom was granted under the terms of a trust. 5This, however, will not be the case where freedom is to be granted under a trust to a female slave by the substitute of a son under the age of puberty, if she had the child during the lifetime of the minor; or if she was to receive her freedom after the lapse of a certain time, or conditionally, and she brought forth the child before the time had arrived, or before the condition had been complied with; for the said child will not be entitled to freedom because the condition in this case is different, as the delay was not accidental, but was caused by the will of the testator. 6If a slave should be bequeathed to anyone in such a way that the legacy is held to be void, and freedom is bequeathed to the same slave under the terms of a trust, the question arises whether the grant of freedom must also be held to be void. And if the slave demands his freedom under the terms of the trust of the person under whose control he remains, where the legacy left to him who was charged to manumit him has been declared to be void, or if the slave himself was bequeathed as was stated above, whether the bequest of his freedom should not be considered to be without force or effect. I think it should be said that the grant of freedom under the trust remains unimpaired, even though nothing may come into the hands of him who was asked to manumit the slave. Hence, he who obtains the legacy must liberate the slave, for the reason that freedom granted under the terms of a trust permits no obstacle to be interposed. 7In the case of bequests of freedom, relief is granted by a decree of the Senate enacted in the time of the Divine Trajan, during the Consulate of Rubrius Gallus and Cælius Hispo, as follows: “If those charged with a grant of freedom, having been summoned by the Prætor, refuse to appear, and, after investigation, the Prætor finds that the slaves are entitled to be free, they will be in the same position under the law as if they had been directly manumitted.” 8This Decree of the Senate has reference to those who are entitled to freedom by virtue of a trust. Hence, if they are not entitled to it, and it has been fraudulently obtained by a decision of the Prætor, freedom will not be granted under this Decree of the Senate. This Our Emperor and his Father stated in a Rescript. 9Those must be summoned before the Prætor who are obliged to grant freedom under a trust, but the Rubrian Decree of the Senate will not apply unless they are summoned. Hence, they should be summoned by notices, by edicts, or by letters. 10This Decree of the Senate applies to all those who conceal themselves, and who are required to grant freedom under the terms of a trust. Hence, no matter who is charged, whether it is the heir or anyone else, there will be ground for the application of the Decree of the Senate; for all of those who are obliged to grant freedom by virtue of a trust are in such a position that the Decree of the Senate will be applicable to them. 11Wherefore, if the heir should conceal himself, and the legatee or the trustee who was asked to grant freedom to a slave is present, the Decree of the Senate will not take effect, and the grant of freedom will be prevented; for, in this instance, we suppose that the legatee has not yet obtained ownership of the slave.

Dig. 40,5,28Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Si eum ser­vum, cui erat fi­dei­com­mis­sa li­ber­tas re­lic­ta, dis­tra­xe­rit is qui erat ro­ga­tus et emp­tor qui­dem la­ti­tet, is au­tem qui ro­ga­tus erat prae­sens sit, an Ru­bria­no se­na­tus con­sul­to lo­cus sit? et ait Mar­cel­lus Ru­bria­num lo­cum ha­be­re, quia ab­est quem ma­nu­mit­te­re opor­tet. 1Haec au­tem ver­ba ‘ad­es­se no­luis­sent’ non uti­que ex­igunt ut la­ti­tet is qui li­ber­ta­tem prae­sta­re de­be­bit: nam et si non la­ti­tet, con­tem­nat au­tem venire, se­na­tus con­sul­tum lo­cum ha­be­bit. 2Idem ob­ser­va­tur et­iam, si plu­res he­redes con­sti­tu­ti fi­dei­com­mis­sam li­ber­ta­tem prae­sta­re ro­ga­ti non ius­ta ex cau­sa ab­sen­tes mo­ram li­ber­ta­ti fa­ciant. 3Quo­rum si quos­dam ius­ta ex cau­sa ab­es­se pro­nun­tia­tum fue­rit, eo­rum, qui ex ius­ta cau­sa ab­es­sent, et eo­rum, qui prae­sen­tes fi­dei­com­mis­sae li­ber­ta­ti mo­ram non fa­cient, per­in­de li­ber­tus erit at­que si so­li ro­ga­ti ad ius­tam li­ber­ta­tem per­du­xis­sent. 4Si quis ser­vum non he­redi­ta­rium ro­ga­tus ma­nu­mit­te­re la­ti­tet, fac­tum est se­na­tus con­sul­tum Ae­mi­lio Iun­co et Iu­lio Se­ve­ro con­su­li­bus in haec ver­ba: ‘pla­ce­re, si quis ex his, qui fi­dei­com­mis­sam li­ber­ta­tem ex qua­cum­que cau­sa de­be­rent ser­vo, qui mor­tis tem­po­re eius qui ro­ga­vit non fue­rit, is­que ad­es­se ne­ga­bi­tur, prae­tor co­gnos­cat et, si in ea cau­sa es­se vi­de­bi­tur, ut, si prae­sens es­set, ma­nu­mit­te­re co­gi de­be­ret, id ita es­se pro­nun­tiet: cum­que ita pro­nun­tias­set, idem iu­ris erit, quod es­set, si ita, ut ex fi­dei­com­mis­so ma­nu­mit­ti de­buis­set, ma­nu­mis­sus es­set’. 5Ex ius­ta cau­sa ab­es­se eos de­mum di­cen­dum est, qui non ha­bent in­ius­tam cau­sam ab­sen­tiae, cum suf­fi­ciat, quod non in frau­dem li­ber­ta­tis ab­sint, quo ma­gis vi­dean­tur ex ius­ta cau­sa ab­es­se: ce­te­rum non est ne­ces­se, ut rei pu­bli­cae cau­sa ab­sint. pro­in­de si ali­bi do­mi­ci­lium quis ha­beat, ali­bi pe­ta­tur fi­dei­com­mis­sa­ria li­ber­tas, di­cen­dum est non es­se ne­ces­se evo­ca­ri eum, qui fi­dei­com­mis­sam li­ber­ta­tem de­be­re di­ci­tur, quia et­iam ab­sen­te eo, si con­sti­te­rit li­ber­ta­tem de­be­ri, pro­nun­tia­ri pot­est ius­ta de cau­sa eum ab­es­se, nec li­ber­tum per­dit: nam­que eos, qui apud se­des suas et do­mi­ci­lium suum sunt, ne­mo du­bi­ta­bit ex ius­ta cau­sa ab­es­se.

Ulpianus, Trusts, Book V. Will there be ground for the application of the Rubrian Decree of the Senate, if a slave, to whom freedom was bequeathed by a trust, should be sold by the person charged with his liberation, and the purchaser should conceal himself, but the trustee should appear? Marcellus says that the Decree will apply, because the party who was charged to manumit the slave is not present. 1The following words, “Refuse to appear,” do not absolutely require that he whose duty it is to grant freedom should conceal himself, for if he does not do so, but merely fails to appear, the Decree of the Senate will be applicable. 2The same rule should also be observed where several heirs are charged with the granting of freedom under the trust, and a decision rendered that no good cause exists for their absence. 3The slave will become the freedman of those who are absent for a good reason, as well as of those who, being present, do not cause delay in the execution of the trust, just as if they alone had granted him his freedom. 4Where anyone, having been charged to manumit a slave that does not belong to the estate, conceals himself, a Decree of the Senate to provide for such an emergency was enacted during the Consulate of Æmilius Junius and Julius Severus as follows: “It is decided that where any one of those who are charged to grant freedom to a slave under a trust, for any reason whatsoever, and the slave did not belong to the person who made the request at the time of his death, and the trustee refuses to appear, the Prætor shall take cognizance of the case, and if it is established that the slave has a right to be manumitted, and the person charged with his manumission is present, he must decide accordingly. And, after he has rendered his decision, the condition of the slave will be the same in law as it would have been if he had been manumitted by the person who was charged to do so under the trust.” 5It must be held that persons are not present for a good reason, when no improper cause exists for their absence; as it is sufficient if they have not absented themselves for the purpose of defrauding the slave of his freedom, in order that they may appear to be absent for a good reason. It is, however, not necessary that anyone should be absent on public business. Hence, if he has his domicile in one place, and he applies for freedom under the trust in another, it must be said that it is not essential for him who is alleged to be the one from whom the grant of freedom is due to be summoned, because if while he is absent, it should be established that freedom ought to be granted, a decree can be rendered that he is absent for a good reason, and he will not lose his rights over his freedman; for no one can entertain any doubt that he is absent for a just cause who is at his own residence.

Dig. 40,5,30Ul­pia­nus li­bro quin­to fi­dei­com­mis­so­rum. Cum qua­si ab­sen­te quo­dam de­cre­tum fuis­set in­ter­po­si­tum ex ius­ta cau­sa eum ab­es­se, is au­tem mor­tuus iam es­set, im­pe­ra­tor nos­ter re­scrip­sit in he­redis per­so­nam trans­fe­ren­dum de­cre­tum eo­que lo­co ius eius es­se, qua­si hunc ip­sum ex ea­dem cau­sa ab­es­se pro­nun­tias­set. 1Si in­fans sit in­ter eos, qui ma­nu­mit­te­re de­bent, se­na­tus cen­suit, cum unius ae­tas im­pe­die­rit, ut li­be­ri li­be­rae­que sint hi, qui­bus li­ber­ta­tes ex cau­sa fi­dei­com­mis­si prae­sta­ri opor­tet. 2Hoc idem erit di­cen­dum et si so­lus sit he­res in­sti­tu­tus qui fa­ri non pot­est. 3Si ve­ro pu­pil­lus tu­to­rem ha­bet is­que no­lit ad li­ber­ta­tem prae­stan­dam auc­tor es­se, ad­eo non de­bet im­pe­d­imen­to es­se ne­que pu­pil­lo, ut li­ber­tos non ha­beat, ne­que li­ber­ta­ti, ut di­vi fra­tres re­scrip­se­rint ex cau­sa fi­dei­com­mis­si li­ber­ta­tem prae­sta­ri de­be­re ser­vo, per­in­de at­que si ab ip­so pu­pil­lo tu­to­re auc­to­re ma­nu­mis­sus es­set. 4Qui­cum­que igi­tur ca­sus in­ci­de­rit, quo is qui fa­ri non pot­est fi­dei­com­mis­sae li­ber­ta­ti sub­iec­tus est, ac­com­mo­da­bi­mus men­tem se­na­tus con­sul­ti, quae et­iam ad he­redem in­fan­tem ro­ga­ti tra­hen­da est. 5Ad­eun­dus est au­tem et­iam ex hac cau­sa prae­tor, prae­ser­tim cum re­scrip­to di­vi Pii ef­fec­tum est, ut, si qui­dam ex ro­ga­tis prae­sen­tes sunt, alii la­ti­tent, alii ex cau­sa ab­sint, in­ter­ce­den­te in­fan­tis per­so­na non om­nium li­ber­tus ef­fi­cia­tur, sed tan­tum in­fan­tis et eo­rum qui ex ius­ta cau­sa ab­sunt vel et­iam prae­sen­tium. 6Si plu­res he­redes sunt in­sti­tu­ti et in­ter eos qui fa­ri non pot­est, sed non ip­se ro­ga­tus sit ser­vum ma­nu­mit­te­re, non opor­te­re in­ter­ci­de­re li­ber­ta­tem ob hoc, quod co­he­redi­bus suis ven­de­re eum in­fans non pos­sit: et ex­stat qui­dem se­na­tus con­sul­tum Vi­tra­sia­num, sed et di­vus Pius Cas­sio Dex­tro re­scrip­sit ita rem ex­pli­ca­ri, ut par­tes ser­vo­rum, qui­bus per fi­dei­com­mis­sum li­ber­tas da­ta est, ius­to pre­tio aes­ti­men­tur at­que ita ser­vus ab his qui ro­ga­ti sunt ma­nu­mit­ta­tur. hi au­tem, qui eos ma­nu­mi­se­runt, pre­tii no­mi­ne per­in­de fra­tri­bus et co­he­redi­bus suis ob­li­ga­ti erunt, at­que si ob eam rem ex iu­di­ca­ti cau­sa cum his agi pos­sit. 7In fu­rio­si per­so­na di­vus Pius re­scrip­sit fi­dei­com­mis­sam li­ber­ta­tem non im­pe­di­ri sub con­di­cio­ne scrip­ti he­redis, quem com­po­tem men­tis non es­se ad­fir­ma­tur. igi­tur si con­sti­te­rit ei rec­te da­tam per fi­dei­com­mis­sum li­ber­ta­tem, de­cre­tum in­ter­po­ne­tur, quod11Die Großausgabe liest quo statt quod. id ip­sum com­plec­ta­tur, ad ex­em­plum in­fan­tis. 8Er­go et in mu­to et in sur­do sub­ve­nie­tur. 9Sed et si quis si­ne he­rede vel alio suc­ces­so­re de­ces­se­rit qui fi­dei­com­mis­sam li­ber­ta­tem prae­sta­re de­be­bat, ad­ito prae­to­re li­ber­ta­tem prae­stan­dam es­se cen­suit se­na­tus. 10Sed et si suus he­res se abs­ti­nue­rit, li­ber­ta­ti fi­dei­com­mis­sae per se­na­tus con­sul­tum sub­ven­tum est, tam­et­si non est si­ne he­rede, qui suum he­redem ha­bet li­cet abs­ti­nen­tem se. 11Idem di­cen­dum et si mi­nor vi­gin­ti quin­que an­nis ad­ie­rit he­redi­ta­tem eius, qui li­ber­ta­tem fi­dei­com­mis­sam de­be­bat, et in in­te­grum sit re­sti­tu­tus abs­ti­nen­di cau­sa. 12Quae­ren­dum est au­tem, cu­ius li­ber­tus is­te fit: ex con­sti­tu­tio­ne enim ser­vo li­ber­tas per­in­de com­pe­tit, at­que si ex tes­ta­men­to li­ber­ta­tem con­se­cu­tus es­set. erit igi­tur li­ber­tus or­ci­nus, non eius qui fi­dei­com­mis­sam li­ber­ta­tem de­be­bat. 13Si al­ter si­ne suc­ces­so­re de­ces­se­rit, al­ter ex ius­ta cau­sa ab­sit, ex­tat re­scrip­tum di­vo­rum Mar­ci et ve­ri per­in­de di­cen­tium eum ad li­ber­ta­tem per­ven­tu­rum, ac si ab eo qui si­ne suc­ces­so­re de­ces­sit et ab eo qui ex ius­ta cau­sa ab­es­set ad li­ber­ta­tem ut opor­tuit per­duc­tus es­set. 14Ele­gan­ter quae­ri pot­est, cum he­res si­ne suc­ces­so­re de­ce­dit, utrum ex­spec­ta­ri de­bet, do­nec cer­tum sit he­redem vel bo­no­rum pos­ses­so­rem non ex­ta­tu­rum, an ve­ro et­iam dum in­cer­tum est (for­te de­li­be­ran­te he­rede scrip­to) pos­sit ad li­ber­ta­tem per­ve­ni­re: et me­lius est ex­spec­ta­ri opor­te­re, quo­ad cer­tum es­se coe­pe­rit suc­ces­so­rem non ex­ta­tu­rum. 15Im­pe­ra­tor nos­ter An­to­ni­nus re­scrip­sit eum cui fi­dei­com­mis­sa li­ber­tas de­be­tur, si­ne li­ber­ta­te ali­quid ex tes­ta­men­to he­redis ac­ci­pe­re pos­se. 16Di­vus et­iam Mar­cus re­scrip­sit fi­dei­com­mis­sas li­ber­ta­tes ne­que ae­ta­te ne­que con­di­cio­ne ne­que mo­ra non prae­stan­tium tar­dius­ve red­den­tium cor­rum­pi aut in de­te­rio­rem sta­tum per­du­ci. 17Quam­quam ex ir­ri­tis co­di­cil­lis li­ber­ta­tes non de­bean­tur, at­ta­men si he­res hos co­di­cil­los ra­tos ha­buit et ex his quae­dam prae­sti­tit et ser­vos prae­stan­dae fi­dei­com­mis­sae li­ber­ta­tis gra­tia in li­ber­ta­te mo­ra­ri vo­luit, ad ius­tam li­ber­ta­tem eos per­ve­nis­se re­scrip­tum im­pe­ra­to­ris nos­tri et di­vi pa­tris eius de­cla­rat.

Ulpianus, Trusts, Book V. When a decree is rendered by the Prætor that he who is absent has good reason for it, and he is already dead, Our Emperor stated in a Rescript that the decree must be transferred to his heir, and that the law would apply to him just as if the Prætor had decided that he himself was absent for a good reason. 1Where an infant was among the slaves entitled to manumission, the Senate decided that the age of one of them would prevent the others who were entitled to be free under the terms of the trust from obtaining their liberty. 2This rule will also apply where only one heir is appointed, and he is unable to speak for himself. 3When, however, the minor has a guardian, and he is unwilling to authorize the grant of freedom, the Divine Brothers stated in a Rescript that the slave should become free under the terms of the trust, just as if he had been manumitted by the minor himself, by the authority of his guardian; and that it should not be productive of any disadvantage to the minor, nor would it, in any way, prejudice the grant of freedom, if he did not have the slave as his freedman. 4Therefore, when any case occurs in which a child is not able to speak for himself, and yet is charged with a grant of freedom under a trust, we must take into consideration the spirit of the Decree of the Senate, which even extends to the infant heir of the person charged with the execution of the trust. 5Recourse should also be had to the Prætor under these circumstances, especially as it is provided by a Rescript of the Divine Pius that where some of those charged with the execution of the trust are present, and others have concealed themselves, and others again are absent for some good reason, and there is also an infant, the slave will not become the freedman of all of them, but only of the infant and of those who are absent for a good reason, or of those who are present. 6Where several heirs are appointed, and among them there is one who cannot speak for himself, but who has not been charged to manumit the slave, the grant of freedom will not lose its effect because the infant cannot sell his share of the slave to his co-heirs. The Vitrasian Decree of the Senate is applicable in this instance. The Divine Pius, however, stated in a Rescript addressed to Cassius Dexter, that the matter could be disposed of as follows, namely, by appraising the shares of the slaves to whom freedom was granted under the terms of the trust, at their true value, and then directing the slaves to be manumitted by the persons charged with that duty. Those who manumitted them will, however, be liable to their brothers and coheirs, just as if judgment had been rendered against them on this account in court. 7The Divine Pius stated in a Rescript, with reference to an insane person, that freedom granted under a trust was not prevented on account of the condition of the appointed heir, where it was alleged that he was not of sound mind; and, therefore, if it should be established that freedom had been legally provided for by the trust, a decree must be rendered in which this is stated. 8Relief should be granted to a deaf and dumb person just as in the case of an infant. 9Where anyone dies without leaving an heir or other successor who can execute the trust conferring freedom, the Senate decreed that relief should be granted upon application being made to the Prætor. 10If, however, a proper heir should reject the estate, relief should be granted by the Decree of the Senate to the person entitled to freedom under the trust; even though he cannot be said to die without an heir, who leaves a proper heir, even if he rejects the estate. 11The same rule will also apply where a minor of twenty-five years of age enters upon the estate of the person charged with granting him freedom, and obtains complete restitution because of his rejection of the estate. 12It may also be asked whose freedman the slave becomes; for, in accordance with the constitution, he obtains his freedom just as if he had acquired it by virtue of the will. He will, therefore, become the freedman of the deceased, and not of him who was charged with the execution of the trust. 13A Rescript of the Divine Marcus and Verus is extant which says that where one of those charged with the execution of the trust dies without leaving a successor, and the other is absent for some good reason, the slave shall be entitled to his freedom, just as if it had been granted to him regularly by the person who died without a successor, or by him who was absent for a good reason. 14A very nice point may arise; that is, where an heir dies without a successor, whether the slave can obtain his freedom before it is certain that an heir or a possessor of the estate under the Prætorian Edict will not appear, or while it is still doubtful (for instance, while the appointed heir is deliberating), whether he will accept the estate. The better opinion is that it is necessary to wait until it is certain that no successor will appear. 15Our Emperor, Antoninus, stated in a Rescript that a slave who is entitled to freedom by virtue of a trust cannot receive anything under the will of the heir without his freedom being mentioned. 16The Divine Marcus also stated in a Rescript that grants of freedom under a trust could not be annulled or unfavorably affected by the age, the condition, the default, or the tardy action of those who were required to see that they were executed. 17Although a bequest of freedom made by a codicil which is void is not due, still, if the heir considered the codicil to be valid, and paid out anything under it, and desired that the slaves should remain free for the sake of carrying out the provisions of the trust, it has been declared by a Rescript of Our Emperor and his Divine Father that they will justly be entitled to their freedom.

Ex libro VI

Dig. 1,9,8Idem li­bro sex­to fi­dei­com­mis­so­rum. Fe­mi­nae nup­tae cla­ris­si­mis per­so­nis cla­ris­si­ma­rum per­so­na­rum ap­pel­la­tio­ne con­ti­nen­tur. cla­ris­si­ma­rum fe­mi­na­rum no­mi­ne se­na­to­rum fi­liae, ni­si quae vi­ros cla­ris­si­mos sor­ti­tae sunt, non ha­ben­tur: fe­mi­nis enim dig­ni­ta­tem cla­ris­si­mam ma­ri­ti tri­buunt, pa­ren­tes ve­ro, do­nec ple­be­ii nup­tiis fue­rint co­pu­la­tae: tam­diu igi­tur cla­ris­si­ma fe­mi­na erit, quam­diu se­na­to­ri nup­ta est vel cla­ris­si­mo aut se­pa­ra­ta ab eo alii in­fe­rio­ris dig­ni­ta­tis non nup­sit.

The Same, Trusts, Book VI. Women who are married to persons of illustrious rank are included in the appellation of illustrious persons. The daughters of Senators are not known by the name of illustrious women, unless they have obtained husbands of eminent dignity, for their husbands confer illustrious rank upon them; but parents, indeed, do so, so long as they are not connected with plebeian families. Therefore, a woman is of illustrious rank while she is married to a Senator or a distinguished man; or, having been separated from him, she has not married a person of inferior station.

Dig. 2,1,19Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Cum quae­dam puel­la apud com­pe­ten­tem iu­di­cem li­tem sus­ce­pe­rat, de­in­de con­dem­na­ta erat, post­ea­que ad vi­ri ma­tri­mo­nium alii iu­ris­dic­tio­ni sub­iec­ti per­ve­ne­rat, quae­re­ba­tur, an prio­ris iu­di­cis sen­ten­tia ex­se­qui pos­sit. di­xi pos­se, quia an­te fue­rat sen­ten­tia dic­ta: sed et si post sus­cep­tam co­gni­tio­nem an­te sen­ten­tiam hoc eve­niet, idem pu­ta­rem, sen­ten­tia­que a prio­re iu­di­ce rec­te fer­tur. quod ge­ne­ra­li­ter et in om­ni­bus hu­ius­ce­mo­di ca­si­bus ob­ser­van­dum est. 1Quo­tiens de quan­ti­ta­te ad iu­ris­dic­tio­nem per­ti­nen­te quae­ri­tur, sem­per quan­tum pe­ta­tur quae­ren­dum est, non quan­tum de­bea­tur.

Ulpianus, Trusts, Book VI. In a case where an unmarried woman had undertaken a defence before a competent judge and was defeated, and afterwards married a man who was subject to a different jurisdiction, the question arose whether the judgment of the former court could be executed? I have said that it could, because judgment had been rendered before her marriage; but if this had occurred after the judge had taken cognizance of the case, and before judgment, I hold the same opinion, namely that the decision of the first judge was properly rendered. This rule should be observed generally in all cases of this description. 1When the amount is made the subject of inquiry with reference to jurisdiction, the sum claimed must always be considered, and not that which is due.

Dig. 5,1,50Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Si fi­dei­com­mis­sum ab ali­quo pe­ta­tur is­que di­cat ali­bi es­se ma­io­rem par­tem he­redi­ta­tis, non erit ad prae­sta­tio­nem com­pel­len­dus: et ita mul­tis con­sti­tu­tio­ni­bus ca­ve­tur, ut ibi pe­ta­tur fi­dei­com­mis­sum, ubi ma­ior pars he­redi­ta­tis est: ni­si si pro­be­tur eo lo­co vo­luis­se tes­ta­to­rem fi­dei­com­mis­sum prae­sta­ri, ubi pe­ti­tur. 1Trac­ta­tum est de ae­re alie­no: si in ea pro­vin­cia, ubi fi­dei­com­mis­sum pe­ti­tur, plus es­set ae­ris alie­ni, an qua­si ma­ior pars ali­bi es­set, prae­scrip­tio lo­cum ha­be­ret. sed et hic pla­cuit ni­hil fa­ce­re ae­ris alie­ni no­men, cum non lo­ci sit aes alie­num, sed uni­ver­sa­rum fa­cul­ta­tium: aes enim alie­num pa­tri­mo­nium to­tum im­mi­nue­re con­sti­tit, non cer­ti lo­ci fa­cul­ta­tes. quid ta­men si for­te cer­tis one­ri­bus de­sti­na­tum sit id pa­tri­mo­nium, ut pu­ta ali­men­tis prae­stan­dis quae Ro­mae prae­sta­ri pa­ter fa­mi­lias ius­se­rat, vel tri­bu­tis vel qui­bus­dam aliis in­ex­cu­sa­bi­li­bus one­ri­bus, an pos­sit prae­scrip­tio lo­cum ha­be­re? hic pu­tem ius­tius di­ci lo­cum ha­be­re. 2Sed et re­scrip­tum est, ut il­lic fi­dei­com­mis­sum pe­ta­tur, ubi do­mi­ci­lium he­res ha­bet. 3Quo­tiens au­tem coe­pit quis fi­dei­com­mis­sum sol­ve­re, non pot­est hac prae­scrip­tio­ne uti,

Ulpianus, Trusts, Book VI. Where an action for the execution of a trust is brought by anyone, and the defendant alleges that the greater portion of the estate is situated elsewhere, he cannot be forced to execute the trust; and it is provided by many constitutions that where an action is brought to enforce compliance with a trust, this must be done where the greater portion of the estate is situated; unless it is proved that the testator wished the trust to be executed where suit was brought. 1The question has been raised with respect to borrowed money; whether when the greater part of the indebtedness was in the province where suit is brought to enforce a trust, could the action be transferred to some other place, because the bulk of the estate was elsewhere? It was, however, established in this instance that the fact of the indebtedness is of no importance, as it is not dependent on the place, but on the entire assets of the estate; for a debt is a diminution of the entire estate, and not of the assets in any particular locality. But what if this part of the estate were charged with some burden, as, for instance, to furnish support which the testator ordered to be done at Rome, or with taxes; or with any other unavoidable burdens; in these instances would the party be entitled to have the case transferred? I think that it may be said with great justice that he would. 2It has, however, been stated in a rescript that suit should be brought to enforce a trust in the place where the heir resides. 3But whenever anyone begins to make payment in compliance with the terms of the trust, he cannot subsequently avail himself of this resource:

Dig. 5,1,52Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Sed et si sus­ce­pit ac­tio­nem fi­dei­com­mis­si et aliis de­fen­sio­ni­bus usus hanc omi­sit, post­ea, quam­vis an­te sen­ten­tiam, re­ver­ti ad hanc de­fen­sio­nem non pot­est. 1Si li­ber­tis suis tes­se­ras fru­men­ta­rias emi vo­lue­rit, quam­vis ma­ior pars he­redi­ta­tis in pro­vin­cia sit, ta­men Ro­mae de­be­re fi­dei­com­mis­sum sol­vi di­cen­dum est, cum ap­pa­ret id tes­ta­to­rem sen­sis­se ex ge­ne­re com­pa­ra­tio­nis. 2Sed et si pro­po­nas qui­bus­dam cla­ris­si­mis vi­ris ar­gen­ti vel au­ri pon­do re­lic­ta et sit suf­fi­ciens ad hu­ius­mo­di fi­dei­com­mis­sa Ro­mae pa­tri­mo­nium: li­cet ma­ior pars to­tius pa­tri­mo­nii in pro­vin­cia sit, di­ci opor­tet Ro­mae es­se prae­stan­dum: nec enim ve­ri­si­mi­le est tes­ta­to­rem, qui ho­no­rem ha­bi­tum vo­luit his qui­bus re­li­quit tam mo­di­ca fi­dei­com­mis­sa, in pro­vin­cia prae­sta­ri vo­luis­se. 3Si ea res quae per fi­dei­com­mis­sum re­lic­ta est eo lo­ci sit, di­cen­dum est non de­be­re prae­scri­bi ei qui pe­tit, qua­si ma­ior pars he­redi­ta­tis ali­bi sit. 4Sed si non fi­dei­com­mis­sum pe­ta­tur eo lo­ci, sed fi­dei­com­mis­so sa­tis, vi­den­dum est, an haec prae­scrip­tio lo­cum ha­beat: et non pu­to ha­be­re, quin im­mo, et si ni­hil sit eo lo­ci, at­ta­men iu­ben­dum sa­tis­da­re. quid enim ve­re­tur, cum, si sa­tis non de­de­rit, mit­ta­tur ad­ver­sa­rius in pos­ses­sio­nem fi­dei­com­mis­si ser­van­di cau­sa?

Ulpianus, Trusts, Book VI. But if the heir appears in an action on the trust and makes use of other defences, but neglects this one, he cannot afterwards have recourse to it, even before a decision is rendered. 1Where a testator directs in his will that tickets for grain should be purchased for his freedmen; then, although the greater portion of the estate is in a province, still, the trust must be carried out at Rome; which is the proper opinion, since it is evident that it was the intention of the testator that this should be done, on account of the nature of the purchase. 2Moreover, if you should suggest the following case, namely: that a certain amount of silver or gold was bequeathed to such-and-such illustrious persons, and there is enough of the estate at Rome to execute the trust, even though the greater portion of the estate is situated in a province; it should be held that the trust must be discharged at Rome; for it is not very probable that a testator who intended to show honor to those to whom he bequeathed such moderate legacies under the trust, should have desired them to be paid in the province. 3Ad Dig. 5,1,52,3Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. II, § 282, Note 7.Where the property left under a trust is at hand, it must be held that anyone who brings suit for it cannot be barred by an exception on the ground that the greater portion of the estate is elsewhere. 4Where, however, the property which is the subject of the trust is not to be sued for where it is situated, but security for the execution of the trust is to be given; it must be considered whether an exception can be pleaded (and I do not think that it can) and, indeed, even if there is no property there, still the party must be required to furnish security. For what is there to fear, since, if he does not give security, his adversary will be placed in possession in order to protect the trust?

Dig. 32,20Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Si res mi­hi per fi­dei­com­mis­sum re­lic­ta ea­dem ti­bi le­ga­ta vel per fi­dei­com­mis­sum re­lic­ta sit non com­mu­ni­can­di ani­mo, sed utri­que in so­li­dum, amb­igen­dum non est, si al­te­ri sit so­lu­ta, al­te­rum nul­lum qui­dem ius in ip­sam rem ha­be­re, sed ac­tio­nem de pre­tio in­te­gram eum ha­be­re.

Ulpianus, Trusts, Book VI. If property should be left to me in trust, and the same property should be bequeathed to you either as a legacy, or in trust, not with the intention of dividing it, but entirely to each one of us, there is no doubt that if it should be given to one alone, the other will have no right whatever in the property, but he will be entitled to an action to recover the entire price of the same.

Dig. 36,3,6Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Si quan­do in­cer­ta sum­ma est fi­dei­com­mis­si, qui co­gnos­cit ta­xa­tio­nem quo­que fi­de­ius­so­res pe­tun­tur. 1Ad­mo­nen­di au­tem su­mus re­bus pu­bli­cis re­mit­ti so­le­re sa­tis­da­tio­nem fi­dei­com­mis­so­rum et­iam si quan­do ne­ces­si­tas dan­di in­ter­ce­dat: re­pro­mis­sio pla­ne ex­igen­da est vo­lun­ta­ti de­func­ti sta­tu iri.

Ulpianus, Trusts, Book VI. Where an indefinite amount is mentioned in a trust, sureties shall be demanded, after the amount has been established by the decision of the magistrate who has jurisdiction of the case. 1We must also remember that in matters relating to property in which the public is interested, it is not customary for security to be required for the execution of trusts, even if sometimes a necessity should arise for giving it. It is clear, however, that a promise can be exacted that the will of the deceased shall be executed.

Dig. 40,5,37Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Si pu­re da­ta sit fi­dei­com­mis­sa li­ber­tas et is ser­vus ra­tio­nes ad­mi­nis­tras­se di­ca­tur, di­vus Mar­cus re­scrip­sit mo­ram li­ber­ta­ti non es­se fa­cien­dam, ex con­ti­nen­ti ta­men ar­bi­trum dan­dum es­se, qui com­pu­ta­tio­nem in­eat. ver­ba re­scrip­ti ita se ha­bent: ‘ae­quius vi­de­tur tro­phi­mo ex cau­sa fi­dei­com­mis­si prae­sta­ri li­ber­ta­tem, quam si­ne con­di­cio­ne red­den­da­rum ra­tio­num da­tam es­se con­stat, ne­que hu­ma­num fue­rit ob rei pe­cu­nia­riae quaes­tio­nem li­ber­ta­ti mo­ram fie­ri. qua ta­men re­prae­sen­ta­ta con­fes­tim ar­bi­ter a prae­to­re erit dan­dus, apud quem ra­tio­nem, quam ad­mi­nis­tras­se eum ap­pa­ruit, ex fi­de red­dat’. tan­tum igi­tur ra­tio­nes red­de­re co­ge­tur. sed an et re­li­qua re­sti­tue­re de­beat, ni­hil ad­ici­tur, nec pu­to co­gen­dum: nam de eo, quod in ser­vi­tu­te ges­sit, post li­ber­ta­tem con­ve­ni­ri non pot­est. cor­po­ra pla­ne ra­tio­num et si quas res vel pe­cu­nias ex his de­ti­net co­gen­dus est per prae­to­rem re­sti­tue­re: item de sin­gu­lis in­strue­re.

Ulpianus, Trusts, Book VI. When an absolute grant of freedom is made under the terms of a trust to a slave who is said to have administered the affairs of his master, the Divine Marcus stated in a Rescript that it should not be delayed; but that an arbiter must immediately be appointed for the purpose of compelling the slave to render an account. The words of the Rescript are as follows: “It seems to be the more equitable course to grant freedom to Trophinus at once under the trust, because it is established that it was bestowed without the condition of his rendering an account. Nor would it be humane for the enjoyment of his liberty to be delayed on account of any pecuniary question which may arise. However, as soon as he obtains his freedom, an arbiter should be appointed by the Prætor before whom he who transacted the business must appear and render an account.” Therefore, he is only obliged to render an account, but nothing is said as to his paying over any balance which may remain in his hands. I do not think that he can be forced to do so, for he cannot be sued after having obtained his freedom on account of any business which he transacted while in servitude. It is clear that he can be forced by the Prætor to surrender any property mentioned in his accounts, and all the articles or money of which he has possession, as well as to give information with reference to special matters.

Dig. 42,4,15Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Is, qui rem per­mu­ta­tam ac­ce­pit, emp­to­ri si­mi­lis est: item is, qui rem in so­lu­tum ac­ce­pit vel qui li­te aes­ti­ma­ta re­ti­nuit vel ex cau­sa sti­pu­la­tio­nis non ob li­be­ra­li­ta­tem est con­se­cu­tus.

Ad Dig. 42,4,15Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. II, § 342, Note 6b.Ulpianus, Trusts, Book VI. He who has received property in exchange resembles a purchaser, and he also who receives property in payment, and one who accepts the amount of its appraisement in court, as well as he who acquires anything by virtue of a stipulation, and not through liberality, occupy the same legal position.

Dig. 44,6,2Idem li­bro sex­to fi­dei­com­mis­so­rum. Si ser­vus cum eme­rit scit, igno­ra­vit au­tem do­mi­nus, vel con­tra, vi­den­dum est, cu­ius po­tius spec­tan­da sit scien­tia. et ma­gis est, ut scien­tia in­spi­cien­da sit eius qui com­pa­ra­vit, non eius, cui ad­quire­tur, et id­eo poe­na liti­gio­si com­pe­tit, sic ta­men, si non man­da­tu do­mi­ni emit: nam si man­da­tu, et­iam­si scit ser­vus, do­mi­nus au­tem igno­ra­vit, scien­tia non no­cet: et ita Iu­lia­nus in re liti­gio­sa scri­bit.

The Same, Trusts, Book VI. If, when a slave purchased property, he knew that it was in litigation, but his master was not aware of this, or vice versa, let us see whose knowledge of the fact should be taken into account. The better opinion is that the knowledge of him who purchased the property, and not that of him by whom it was acquired, should be considered. Hence, the penalty attaching to the purchase of the above-mentioned property, which is in litigation, can be collected, provided the slave did not buy it under the direction of his master, for if he did so, even if he knew that the title was in dispute, and his master was ignorant of the fact, the knowledge of the slave will not prejudice him. This was also stated by Julianus with reference to property in litigation.

Dig. 49,14,43Ul­pia­nus li­bro sex­to fi­dei­com­mis­so­rum. Im­pe­ra­tor nos­ter re­scrip­sit fis­cum in rem ha­be­re ac­tio­nes ex ta­ci­to fi­dei­com­mis­so.

Ulpianus, Trusts, Book VI. Our Emperor stated in a Rescript that the Treasury would be entitled to a real action where the existence of a secret trust is established.

Dig. 50,17,95Idem li­bro sex­to fi­dei­com­mis­so­rum. Ne­mo du­bi­tat sol­ven­do vi­de­ri eum qui de­fen­di­tur.

The Same, Trusts, Book VI. No one doubts that he should be considered solvent who is defended.