Ad Massurium Sabinum libri
Ex libro XXIV
Dig. 26,2,8Ulpianus libro vicesimo quarto ad Sabinum. Tutor datus vetari tutor esse potest vel testamento vel codicillis. 1Sed si sub condicione fuerit tutor datus, deficiente condicione tutor non erit. 2Tutorem autem et a certo tempore dare et usque ad certum tempus licet et sub condicione et usque ad condicionem. 3In tutoris dationem utrum levissima condicio an novissima, ut in legato, spectanda est? ut puta ‘Titius cum poterit tutor esto’: ‘Titius si navis ex Asia venerit tutor esto’. et Iulianus libro vicesimo digestorum recte scripsit novissimam scripturam esse spectandam.
Ulpianus, On Sabinus, Book XXIV. Where a guardian is appointed, the appointment can be revoked either by another will, or by a codicil. 1If a guardian is appointed under certain conditions, and the condition fails to take place, the appointment is void. 2Moreover, a guardian can be appointed from a certain time, and up to a certain date, as well as under a condition, and until the fulfillment of the condition. 3In the appointment of a guardian, must it be considered whether the condition is most easy of fulfillment, or latest; as, for instance, in the case of a legacy, where Titius is appointed guardian, when he is able to act, or where he is appointed, if a ship should come from Asia? Julianus very properly states in the Twentieth Book of the Digest, that the latest condition which is mentioned should be considered.
Dig. 26,8,2Idem libro vicesimo quarto ad Sabinum. Nulla differentia est, non interveniat auctoritas tutoris an perperam adhibeatur.
The Same, On Sabinus, Book XXIV. There is no difference in the cases where the authority of a guardian is not interposed, and where it is improperly exerted.
Dig. 30,50Idem libro vicesimo quarto ad Sabinum. Si servus plurium sit, pro dominii portione legatum ei relictum adquiret. 1Si hereditatis iudex contra heredem pronuntiaverit non agentem causam vel lusorie agentem, nihil hoc nocebit legatariis. quid ergo, si per iniuriam fuerit pronuntiatum, non tamen provocavit? iniuria ei facta non nocebit legatariis, ut et Sabinus significat. si tamen secundum substitutum pronuntiet, an ille legatariis teneatur, videamus: et cum ius facit haec pronuntiatio quod attinet ad ipsius personam, numquid legatariis teneatur? nec enim tam improbe causari potest secundum se iudicatum per gratiam. respondebit igitur et legatariis, ut creditoribus. 2Si quis ante quaestionem de familia habitam adierit hereditatem vel necem testatoris non defenderit, legatorum persecutio adversus fiscum locum habet. quid tamen, si fiscus bona non adgnoscat? ex necessitate redundabit onus legatorum ad heredem. sed si subiecit delatorem sibi, ut ei hereditas abiudicetur et oneribus careret, vel minus plene defendit causam, non se exonerat exemplo eius, qui collusorie de hereditate litigavit. 3Si numerus nummorum legatus sit neque apparet quales sunt legati, ante omnia ipsius patris familias consuetudo, deinde regionis, in qua versatus est, exquirenda est: sed et mens patris familiae et legatarii dignitas vel caritas et necessitudo, item earum quae praecedunt vel quae sequuntur summarum scripta sunt spectanda.
The Same, On Sabinus, Book XXIV. Where a slave belongs to several masters, and a legacy is left to him, he will acquire for each master a share of the legacy in proportion to his ownership of him. 1If a judge having jurisdiction of the settlement of an estate should decide that the heir did not conduct the case properly, or did not conduct it seriously, this will not prejudice the legatees to any extent. But what if the judge should render an unjust decision, and the heir should not appear? Any injury done to him will not prejudice the legatees, as Sabinus holds. Let us, however, consider if the judge should decide in favor of the substitute, whether he will be liable to the legatees, and, as this decision is just with reference to the substitute himself, can it not be said that he is liable to the legatees, for he cannot be so dishonorable as to allege that the judge decided in his favor through partiality. Hence the answer would be that he will be liable to both the legatees and the creditors. 2Where an heir enters upon an estate before slaves of their murdered master have been put to the question, or if he should not avenge the death of the testator, the claims of the legatees can be presented to the Treasury. But what if the Treasury should not accept the property? The burden of paying the legatees will then necessarily fall back upon the heir. If, however, the heir fraudulently presented an accuser of himself, in order that the estate might be adjudged to him, and be free from all claims, or if he did not defend himself as he should have done, he will not be released from liability, any more than a party who litigates collusively with reference to an estate. 3Where a certain number of coins is bequeathed, and it is not apparent what their denomination is, before anything else is done, the custom of the testator himself, and afterwards that of the neighborhood must be ascertained, in order to learn what he intended. And not only the intention of the testator, but also the rank of the legatee, or the affection with which he was regarded, and his wants must be considered; and the disposition of other sums by the same will, which either precede or follow the above-mentioned bequest, should also be taken into account.
Dig. 32,52Ulpianus libro vicesimo quarto ad Sabinum. Librorum appellatione continentur omnia volumina, sive in charta sive in membrana sint sive in quavis alia materia: sed et si in philyra aut in tilia (ut nonnulli conficiunt) aut in quo alio corio, idem erit dicendum. quod si in codicibus sint membraneis vel chartaceis vel etiam eboreis vel alterius materiae vel in ceratis codicillis, an debeantur, videamus. et Gaius Cassius scribit deberi et membranas libris legatis: consequenter igitur cetera quoque debebuntur, si non adversetur voluntas testatoris. 1Si cui centum libri sint legati, centum volumina ei dabimus, non centum, quae quis ingenio suo metitus est, qui ad libri scripturam sufficerent: ut puta cum haberet Homerum totum in uno volumine, non quadraginta octo libros computamus, sed unum Homeri volumen pro libro accipiendum est. 2Si Homeri corpus sit legatum et non sit plenum, quantaecumquae rhapsodiae inveniantur, debentur. 3Libris autem legatis bibliothecas non contineri Sabinus scribit: idem et Cassius: ait enim membranas quae scriptae sint contineri, deinde adiecit neque armaria neque scrinia neque cetera, in quibus libri conduntur, deberi. 4Quod tamen Cassius de membranis puris scripsit, verum est: nam nec chartae purae debentur libris legatis nec chartis legatis libri debebuntur, nisi forte et hic nos urserit voluntas: ut puta si quis forte chartas sic reliquerit ‘chartas meas universas’, qui nihil aliud quam libros habebat, studiosus studioso: nemo enim dubitabit libros deberi: nam et in usu plerique libros chartas appellant. quid ergo, si quis chartas legaverit puras? membranae non continebuntur neque ceterae ad scribendum materiae, sed nec coepti scribi libri. 5Unde non male quaeritur, si libri legati sint, an contineantur nondum perscripti. et non puto contineri, non magis quam vestis appellatione nondum detexta continetur. sed perscripti libri nondum malleati vel ornati continebuntur: proinde et nondum conglutinati vel emendati continebuntur: sed et membranae nondum consutae continebuntur. 6Chartis legatis neque papyrum ad chartas paratum neque chartae nondum perfectae continebuntur. 7Sed si bibliothecam legaverit, utrum armarium solum vel armaria continebuntur an vero libri quoque contineantur, quaeritur. et eleganter Nerva ait interesse id quod testator senserit: nam et locum significari bibliothecam eo: alias armarium, sicuti dicimus ‘eboream bibliothecam emit’: alias libros, sicuti dicimus ‘bibliothecam emisse’. 7aQuod igitur scribit Sabinus libros bibliothecam non sequi, non per omnia verum est: nam interdum armaria quoque debentur, quae plerique bibliothecas appellant. plane si mihi proponas adhaerentia esse membro armaria vel adfixa, sine dubio non debebuntur, cum aedificii portio sint. 8Quod in bibliotheca tractavimus, idem Pomponius libro sexto ex Sabino in dactyliotheca legata tractat: et ait anulos quoque contineri, non solum thecam, quae anulorum causa parata sit: hoc autem ex eo coniectat, quod ita proponitur quis legasse: ‘dactyliothecam meam et si quos praeterea anulos habeo’ et ita Labeonem quoque existimasse ait. 9Sunt tamen quaedam, quae omnimodo legatum sequuntur: ut lectum legatum contineat et fulctra et armariis et loculis claustra et claves cedunt.
Ulpianus, On Sabinus, Book XXIV. Under the designation of “books” all volumes are included, whether they are made of papyrus, parchment, or any other material whatsoever; even if they are written on bark (as is sometimes done), or upon any kind of prepared skins, they come under the same appellation. If, however, the books are bound in leather, or papyrus, or ivory, or any other substance, or are composed of wax tablets, will they be considered to be due? Gaius Cassius says that where books are bequeathed, the bindings are also included. Hence, it follows that everything relating to them will be due if the intention of the testator was not otherwise. 1Where a hundred books are bequeathed, we must deliver to the legatee a hundred volumes, and not the hundred parts of volumes which anyone may select as he wishes, and each of which will be sufficient to include the contents of a book; hence, when the works of Homer are all contained in one volume, we do not count them as forty-eight books, but the entire volume of Homer should be understood to mean one book. 2Where the works of Homer are left, and they are not complete, as many parts of the same as can be obtained at present will be due. 3Sabinus says that libraries are not included in legacies of books. Cassius adopts the same opinion, but he holds that parchment covers that are written upon are included. He adds, afterwards, that neither book-cases, writing desks, nor other furniture in which books are kept constitute part of the legacy. 4What Cassius stated with reference to blank parchments is true, for blank sheets of papyrus are not included in the term, “Books bequeathed,” and books are not due under the term, “Sheets of papyrus bequeathed,” unless, perhaps, in this case the intention of the testator may influence us; as for example, if one literary man should leave to another sheets of paper as follows, “I bequeath all my sheets of paper,” and he had nothing else but books, no one will doubt that his books were due; for ordinarily many persons designate books as papers. But what if anyone should bequeath sheets of papyrus. In this case neither parchments, nor any other materials used for writing, nor books which have been commenced will be included. 5Wherefore, when books are bequeathed, the question is not inappropriately asked whether those are included which are not yet completed. I do not think they are included, any more than cloth which is not yet entirely woven is included under the head of clothing. Books, however, which have been written, but have not yet been beaten or ornamented, are included in such a legacy, as well as such as are not glued together, or corrected, and leaves of parchment which are not sewed, are also included. 6The legacy of papyri does not include the material for making the leaves, nor such leaves as are not yet finished. 7If, however, a testator should leave a library, the question arises whether the book-case or book-cases, or whether only the books themselves, are included. Nerva very properly says that it is important to ascertain what the testator intended; for the word “library” sometimes means the place where books are kept, and at others the bookcase which contains them (as when we say, So-and-So bought an ivory library), and sometimes this means the books themselves as when we say, “He bought a library;” 7atherefore, when Sabinus stated that a library does not follow the books, this is not absolutely true, for sometimes the book-cases, which many persons call a library, are also included. It is clear if you should mention book-cases which are attached or connected with the walls of the house, they undoubtedly will not be included, as they constitute part of the building. 8What we have stated with reference to a library, Pomponius discusses in the Sixth Book on Sabinus, and he says that rings are included in a legacy together with the jewel-case which was made to contain them. He bases his opinion upon the following bequest of a testator, “I bequeath my jewel-case, and any rings which I may have in addition.” He says that Labeo also was of the same opinion. 9There are some things, however, which, under all circumstances, follow the article bequeathed, such as the bequest of a bed which also includes everything appertaining to it, and the locks and keys are always included in legacies of chests of drawers, or presses.
Dig. 33,1,3Ulpianus libro vicesimo quarto ad Sabinum. Si legatum sit relictum annua bima trima die, triginta forte, dena per singulos debentur annos, licet non fuerit adiectum ‘aequis pensionibus’. 1Proinde et si adiectum fuerit ‘pensionibus’, licet non sit insertum ‘aequis’, item si scriptum fuerit ‘aequis’, licet non sit adiectum ‘pensionibus’, dicendum erit aequas fieri. 2Sed si adiectum ‘pensionibus inaequis’, inaequales debebuntur: quae ergo debeantur, videamus. et puto eas deberi (nisi specialiter testator electionem heredi dedit), quas vir bonus fuerit arbitratus, ut pro facultatibus defuncti et depositione patrimonii debeantur. 3Sed et si fuerit adiectum ‘viri boni arbitratu’, hoc sequemur, ut pro positione patrimonii sine vexatione et incommodo heredis fiat. 4Quid si ita ‘pensionibus, quas putaverit legatarius?’ an totum petere possit, videamus. et puto totum non petendum simul, sicut et in heredis electione. fieri enim pensiones debere testator voluit, quantitates dumtaxat pensionum in arbitrio heredis aut legatarii contulit. 5Sed si ita sit legatum ‘heres meus Titio decem trima die dato’, utrum pensionibus an vero post triennium debeatur? et puto sic accipiendum, quasi pater familias de annua bima trima die sensisse proponatur. 6Si cui certa quantitas legetur et, quoad praestetur, in singulos annos certum aliquid velut usuras iusserit testator praestari, legatum valet: sed in usuris hactenus debet valere, quatenus modum probabilem usurarum non excedit.
Ulpianus, On Sabinus, Book XXIV. Where a legacy, for instance of thirty aurei, is left to me payable in one, two, and three years, ten aurei will be due each year, even though the words “in equal payments” were not added. 1Hence, if the words “in payments” were employed, even though “equal” was not added, it must be said that equal payments must be made, just as if the word “equal” was written, and the word “payments” had not been added. 2But if the words, “In unequal payments,” are added, unequal payments must be made. But let us consider in what way they ought to be made. I think that they ought to be made in accordance with the judgment of a good citizen (unless the testator expressly left it to the choice of the heir), dependent upon the means of the deceased, and the place where his estate is situated. 3If, however, it was stated that payment should be made in accordance with the judgment of a good citizen, we infer from this that it must be made with reference to the situation of the estate, and without any trouble or annoyance to the heir. 4But if the testator directed that payment should be made in the way that the legatee might select; let us see whether the entire amount can be demanded at once. I think that this cannot be done, just as in the case of the choice of the heir; for the testator intended that several payments should be made, and that the amounts of the same should depend upon the judgment of the heir, or of the legatee. 5Where, however, a legacy has been bequeathed as follows, “Let my heir pay Titius ten aurei in three years,” will the amount be payable in three annual instalments, or at the expiration of three years? I think that this should be understood as if the testator had intended the payments to be made in one, two, and three years. 6Where a certain sum of money is bequeathed to anyone, and it is stated that, until it is paid, something shall be given to the legatee every year, as, for example, interest, the legacy will be valid; but in order to make the payment of the interest valid, the sum to be paid annually must not exceed the ordinary rate of interest.
Dig. 33,9,1Ulpianus libro vicesimo quarto ad Sabinum. Uxori suae in annos singulos penoris aliquid heres dare iussus est, si non dedisset, nummos dare damnatus est: quaeritur, an penus legata peti possit an vero solummodo sit in praestatione et, si non praestetur, tunc quantitas petatur. et si quidem semel penus sit legata, non per singulos annos, certo iure utimur, ut et Marcellus libro trigesimo nono digestorum apud Iulianum notat, in praestatione esse dumtaxat penum, quantitatem vero et peti posse. habebit igitur heres oblationem tamdiu, quamdiu lis cum eo de pecunia contestetur, nisi forte aliud tempus vel mente vel verbis testator praestituit. quod si in annos singulos penus legata sit, per singulos annos penus adhuc poterit praestari, si minus, summae per singulos annos petentur. quid ergo, si una summa legata sit et primo penus non sit praestita? utrum tota summa debeatur, quasi toto penoris legato transfuso, an vero quantitas primi anni aestimationis sola sit translata, dubitari potest. puto tamen sic voluntatem sequendam testatoris, ut tota summa ilico, postquam cessaverit heres dare penum uxori, praestetur, heredis indevotione coercenda.
Ulpianus, On Sabinus, Book XXIV. An heir was ordered by the testator to furnish the wife of the latter with a certain quantity of provisions every year, and in case he should not do so, he charged him to pay her a sum of money. The question arose whether she could bring an action to recover the provisions bequeathed, or whether the delivery was merely voluntary, and if the provisions were not furnished, whether they could be demanded. And, indeed, if such a legacy was only bequeathed once, and not payable annually, there is no doubt (as Marcellus observes in the Thirty-ninth Book of the Digest on Julianus) that the delivery of the articles themselves is not required, but that suit can be brought to recover the amount in money. Therefore, the heir will have the right to tender the provisions, or the cash, until issue is joined in an action to recover their value in money; unless the testator, either by implication, or expressly, indicated some other time for payment. Where, however, the legacy of provisions was to be paid annually, it must still be furnished in kind every year, or, if it is not, suit for the amount due can be brought annually. But what if a single sum of money was bequeathed, and the provisions were not furnished at the end of the first year? Can it be doubted that the whole sum would be payable, just as if the entire amount of the legacy of the provisions was due; or should the estimated value of the provisions to be furnished during the first year merely be taken into consideration? I think that the intention of the testator should be followed, and the entire sum ought to be paid at once, after the heir has failed to furnish the provisions to the wife, and that he should be punished for his want of filial piety.
Dig. 34,3,9Ulpianus libro vicesimo quarto ad Sabinum. Si quis rationes exigere vetetur, ut est saepissime rescriptum, non impeditur reliquas exigere, quas quis se reliquavit, et si quid dolo fecit qui rationes gessit. quod si quis et haec velit remittere, ita debet legare: ‘damnas esto heres meus, quidquid ab eo exegerit illa vel illa actione, id ei restituere’ vel ‘actionem ei remittere’.
Ulpianus, On Sabinus, Book XXIV. When an heir is forbidden to require the rendition of accounts, it has been very frequently stated in rescripts that he will not be prevented from demanding balances which are due, where the parties have them in their possession, or where the agent who transacted the business has been guilty of any fraudulent act. If anyone should desire to release another from liability on this account also, he should make his bequest as follows: “Let my heir be charged to return to So-and-So anything which he has collected from him by such-and-such and such-and-such a suit, or release him from liability under said actions.”
Dig. 34,4,3Ulpianus libro vicesimo quarto ad Sabinum. Si quis ita legaverit: ‘Titio fundum do lego: si Titius decesserit, Seio heres meus dare damnas esto’, recte translatum legatum videtur. sed et si iam mortuo eo, cui legatum erat, easdem res transtulerit, Sempronio debetur. 1Si quis Titio legaverit sic: ‘Titio dato aut, si Titius ante decesserit quam accipiat, Sempronio dato’, secundum meram suptilitatem utrique obligatum videri heredem, id est et Sempronio et heredi Titii. sed si quidem mora Titio ab herede facta est, ad heredes eius legati exactio transmittitur Sempronio repellendo: sin autem nulla mora intercesserit, tunc Sempronius legatum accipit, et non Titii heredes. sed si ante diem legati cedentem decesserit Titius, soli Sempronio debetur legatum. 2Idem dicendum est et fideicommissa hereditate puero data aut, si ante restitutam decessisset, matri eius relicta: ut, si puer ante diem legati cedentem decessisset, matri debeatur, si postea, ad pupilli heredes fideicommissum transmittatur utpote re ipsa mora subsecuta. 3Sed et cum quis ita legasset: ‘heres meus Titio dato: si non dederit, Sempronio dato’, ita demum Sempronio debetur, si dies eius in persona Titii non cessisset. 4Si quis ita legaverit: ‘heres meus Titio fundum dato et si Titius eum fundum alienaverit, heres meus eundem fundum Seio dato’, oneratus est heres: non enim a Titio fideicommissum relictum est, si alienasset fundum, sed ab herede ei legatum est. heres igitur debebit doli exceptione posita prospicere sibi cautione a Titio de fundo non alienando. 5Si quis plus quam dedit ademerit, ademptio valet, veluti si quis viginti legaverit et quadraginta ademerit. 6Si loci usum fructum leget testator et iter adimat, non valet ademptio nec vitiatur legatum: sicuti qui proprietatem fundi legat, iter adimendo legatum non minuit. 7Si duobus Titiis separatim legaverit et uni ademerit nec appareat, cui ademptum sit, utrique legatum debetur, quemadmodum et in dando, si non appareat cui datum sit, dicemus neutri legatum. 8Si Titio fundus pure eidemque sub condicione legatus sit, deinde postea ademptum sit sic: ‘Titio fundum, quem sub condicione legavi, heres meus ne dato’, ex nulla datione debetur, nisi specialiter dixerit pure eum legatum velle accipere. 9Condicio legati an adimi possit vel hereditatis vel statuliberi, videndum. et Iulianus scribit in statulibero detractam condicionem non repraesentare libertatem. Papinianus quoque libro septimo decimo quaestionum scribit generaliter condicionem adimi non posse: nec enim datur, inquit, condicio, sed adscribitur: quod autem adscribitur, non potest adimi, sed quod datur. sed melius est sensum magis quam verba amplecti et condiciones sicut adscribi, ita et adimi posse. 10Cum Titio centum testamento legasset et eidem codicillis ita legasset: ‘Titio quinquaginta dumtaxat nec amplius heres meus dato’, non amplius quinquaginta legatarium petiturum. 11Non solum autem legata, sed et fideicommissa adimi possunt et quidem nuda voluntate. unde quaeritur, an etiam inimicitiis interpositis fideicommissum non debeatur: et si quidem capitales vel gravissimae inimicitiae intercesserint, ademptum videri quod relictum est: sin autem levis offensa, manet fideicommissum. secundum haec et in legato tractamus doli exceptione opposita.
Ulpianus, On Sabinus, Book XXIV. If anyone should make a testamentary disposition as follows, “I give and devise such-and-such a tract of land to Titius, and if Titius should die, let my heir be charged to give it to Seius,” the devise is held to be legally transferred. Even if the party to whom it was left in the first place should be dead at the time of the transfer of the property, Seius will be entitled to it. 1If anyone should make a bequest to Titius as follows, “Let my heir give such-and-such an article to Titius, or if Titius should die before receiving it, let him give it to Sempronius,” according to the strict construction of the law, the heir will appear to be bound to both parties, that is to say to Sempronius and to the heir of Titius. If, however, the testator’s heir should be in default in delivering the property to Titius, the right to demand the legacy will be transmitted to his heirs, and Sempronius will have no claim to it; but if there should have been no default, Sempronius, and not the heirs of Titius, will then be entitled to receive the legacy. But if Titius should die before the time when the legacy vests, Sempronius alone will be entitled to it. 2The same thing must be said where an estate is left in trust for the benefit of a boy, and his mother becomes the legatee if he should die before obtaining the estate, so that if he dies before the time when the legacy vests the mother will be entitled to it; but if he dies afterwards, the benefit of the trust will pass to the heirs of the child, just as if there had been default in the execution of the trust itself. 3Where, however, anyone makes a bequest as follows, “Let my heir deliver such-and-such property to Titius, and if he does not do so, let him deliver it to Sempronius,” Sempronius will only be entitled to the legacy, if at the time it vests, Titius should be incapable of acquiring it. 4If anyone should make a bequest as follows, “Let my heir give such-and-such a tract of land to Titius, and if Titius should alienate the same, let my heir give it to Seius,” the heir will be charged with both trusts; for Titius is not charged with the trust if he should alienate the land, but the heir is charged with the devise to him. Therefore the heir, by filing an exception on the ground of bad faith, should provide for himself and exact security from Titius not to alienate the land. 5If anyone reserves more than he leaves, his reservation will be valid; as, for instance, if he should bequeath twenty aurei, and reserve forty. 6If a testator should bequeath the usufruct of certain land, and reserve the right of way, his reservation is void, but the legacy will not be invalidated, just as where a person leaves the ownership of land, reserving the right of way, the legacy will not be diminished. 7Ad Dig. 34,4,3,7Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 640, Note 8.If a testator should bequeath a legacy separately to two persons of the name of Titius, and afterwards deprives one of them of the bequest, but it is not clear which one is meant, both of them will be entitled to the legacy; just as where, in making a bequest, it is not apparent to which of two parties it is given, we say that it is bequeathed to neither of them. 8Where a tract of land was devised to Titius absolutely, and then was left to him under a condition, and finally he was deprived of it, as follows, “My heir shall not give to Titius the tract of land which I left to him conditionally,” he will not be entitled to it under either provision, unless the testator expressly stated that he desired him to receive the legacy absolutely. 9Let us see whether the condition on which a legacy, an estate, or the freedom of a slave is dependent, can be revoked. Julianus says that, in the case of the freedom of a slave, the removal of the condition does not immediately confer freedom upon him. Papinianus, also, in the Seventeenth Book of Questions, says that, generally speaking, the condition cannot be revoked, for he holds that a condition is not given but is imposed, and what is imposed cannot be taken away, as this applies only to what is given. It is, however, better that the signification of the words, rather than the words themselves, should be considered; and, as conditions can be imposed, so also they can be rescinded. 10Where a testator, by his will, left a hundred aurei to Titius and made the following bequest to him in a codicil, “Let my heir give to Titius fifty aurei, and no more,” the legatee cannot claim more than fifty aurei. 11Not only legacies, but also trusts can be revoked, even by a mere wish. Hence, it is asked whether a trust will be due in case enmity has arisen between the parties. If, indeed, the enmity relates to a capital offence or is of an extremely serious character, what has been bequeathed will be held to have been revoked; if, however, the offence is a light one, the trust will continue to exist. In accordance with this we can include legacies, and an exception on the ground of bad faith may be filed.
Dig. 34,4,7Ulpianus libro vicesimo quarto ad Sabinum. Quod si alii legetur sub condicione, quod alii pure datum est, non plene recessum videtur a primo, sed ita demum, si condicio sequentis exstiterit: ceterum si hoc animo fuerit testator, ut omnimodo recessum a primo putaverit, dicendum erit a primo ademptum legatum.
Ulpianus, On Sabinus, Book XXIV. Where the bequest of an article is made to anyone under a condition, and the same article has already been absolutely left to another, the first bequest is not held to have been absolutely revoked, but only in case the condition of the second one should be complied with. If, however, it was the intention of the testator that the first legacy should, under all circumstances, be cancelled, this must be held to have been done.
Dig. 35,1,12Ulpianus libro vicesimo quarto ad Sabinum. Si ita legatum sit: ‘quoniam filius maior ex arca mea decem sustulit, heres minor filius decem e medio sumito’, debetur legatum, quia idcirco relictum est, ut condicio filiorum exaequaretur. et sane haec causa est: nam causa in praeteritum, poena in futurum confertur.
Ulpianus, On Sabinus, Book XXIV. When a bequest is made as follows, “As my eldest son has taken ten aurei out of my chest, let my younger son take the same amount from the bulk of my estate,” the legacy will be due, because it has been left in order that the condition of the children might be rendered equal. And it is clear that this is the case, for where anything is bequeathed for some reason, it refers to the past, but one which is left by way of penalty has reference to the future.
Dig. 36,2,8Idem libro vicesimo quarto ad Sabinum. Nam cum libertas non prius competat quam adita hereditate, aequissimum visum est nec legati diem ante cedere: alioquin inutile fieret legatum, si dies eius cessisset antequam libertas competeret. quod evenit, si servo pure legetur et liber esse sub condicione iubeatur et pendens condicio inveniatur et post aditam hereditatem.
The Same, On Sabinus, Book XXIV. For as the slave is not entitled to his freedom before the estate has been accepted, it seems to be perfectly just that the legacy should not take effect before that time, otherwise, it would be void if it should become operative before the slave obtained his freedom, and this would be the case where a bequest was made absolutely to the slave, and he was ordered to be free under a certain condition, and the condition is ascertained to be pending after the estate has been entered upon.
Dig. 36,2,14Ulpianus libro vicesimo quarto ad Sabinum. Si usus fructus aut decem, utrum legatarius voluerit, sint legata, utrumque spectandum et mortem testatoris et aditionem hereditatis, mortem propter decem, aditionem propter usum fructum: quamvis enim electio sit legatarii, tamen nondum electioni locus esse potest, cum proponatur aut nondum testatorem decessisse aut eo mortuo hereditas nondum adita. 1Inde quaerit Iulianus, si post mortem testatoris legatarius decedat, an ad heredem transferat decem legatum, et libro trigensimo septimo digestorum scribit posse dici decem transtulisse, quia mortuo legatario dies legati cedit. argumentum Iulianus pro sententia sua adfert tale: ‘Seiae decem aut, si pepererit, fundum heres meus dato’: nam si, antequam pariat, inquit, decesserit, ad heredem suum decem transmittet. 2Si ita quis legaverit filio familias, ut ipsi solvatur, potest procedere legatum nec imputari heredi, cur non patri, sed potius filio solvat: finge enim hoc nominatim expressum ‘ita ut filio solvat’: certe si pater petat, exceptione erit repellendus. 3Si dies legati cesserit, deinde legatarius in ius alienum pervenit, ipsi potius debetur legatum, in cuius ipse ius pervenit: transeunt enim cum eo, quae ei debebantur. sed si sub condicione fuerit legatum, non transit, sed exspectabit condicionem eique adquiretur, cuius iuris erit condicionis existentis tempore: quod si sui iuris fuerit eo tempore, sibi potius adquiret.
Ulpianus, On Sabinus, Book XXIV. Where “The usufruct of certain property, or the sum of ten aurei, whichever the legatee may select,” is bequeathed, both the time of the death of the testator and that of the acceptance of the estate must be taken into consideration; the date of the death on account of the payment of the ten aurei, and that of the acceptance of the estate because of the usufruct. For, although the legatee has the right of choice, still, the selection cannot at once take effect, as it is supposed that the testator has not yet died, or if he has died, that his estate has not yet been entered upon. 1Therefore, Julianus asks, if the legatee should die after the death of the testator, whether the legacy of the ten aurei will pass to the heir. He says, in the Thirty-seventh Book of the Digest, that the ten aurei may be considered to have been transmitted to him, because the legacy begins to vest at the time of the death of the legatee. Julianus gives the following example in support of his opinion, “Let my heir pay ten aurei to Seia; if she has a child let him convey to her such-and-such a tract of land,” for he holds that if she should die before having a child, she will transmit the ten aurei to her heir. 2If anyone should make a bequest to a son under paternal control and charge him to pay himself, the legacy will stand, and the heir will not be to blame for paying it to the son, rather than to the father; for suppose, for instance, that he had been especially directed to pay the son. It is certain that if the father brings suit to recover the legacy, he should be barred by an exception. 3If, after the legacy takes effect, the legatee should be subjected to the control of another, the legacy will be due to the person under whose authority he has passed, for everything to which he is entitled is transferred with him. If, however, the legacy was bequeathed under a condition, it will not pass, but its delivery will be deferred until the condition has been fulfilled; and it will be acquired by the person under whose control the legatee was at the time when the condition was complied with. If the legatee should be his own master at that time, he himself will acquire the legacy.
Dig. 39,6,10Ulpianus libro vigensimo quarto ad Sabinum. Ei, cui mortis causa donatum est, posse substitui constat in hunc modum, ut promittat alicui, si ipse capere non possit, vel sub alia condicione.
Ulpianus, On Sabinus, Book XXIV. It is settled that he to whom a donation mortis causa is made can be substituted in such a way that he can promise the property to someone else, if the latter cannot himself acquire it, or cannot do so under some other condition.
Dig. 40,4,9Ulpianus libro vicensimo quarto ad Sabinum. Si quis ita legatus sit, ut manumittatur, si manumissus non fuerit, liber esse iussus est eique legetur: et libertatem competere et legatum deberi saepe responsum est. 1Quod constitutum est vetitum in testamento ad libertatem perduci non posse manumitti, hoc ad eos pertinere puto, qui testatoris fuerunt vel heredis: servo enim alieno id irrogari non poterit.
Ulpianus, On Sabinus, Book XXIV. Where a slave was bequeathed in order to be manumitted and, if he should not be manumitted, he was directed to be free, and a legacy was bequeathed to him, it has been frequently decided that he is entitled to his freedom, and that the legacy is due to him. 1Where it is stated in a constitution that a slave cannot be manumitted who is forbidden by will to be set free, I think that this only refers to slaves belonging to the testator or to his heirs, for it cannot apply to a slave belonging to another.
Dig. 46,3,9Ulpianus libro vicensimo quarto ad Sabinum. Stipulatus sum mihi aut Sticho servo Sempronii solvi: Sempronio solvi non potest, quamvis dominus servi sit. 1Qui decem debet, partem solvendo in parte obligationis liberatur et reliqua quinque sola in obligatione remanent: item qui Stichum debet, parte Stichi data in reliquam partem tenetur. qui autem hominem debet, partem Stichi dando nihilo minus hominem debere non desinit: denique homo adhuc ab eo peti potest. sed si debitor reliquam partem Stichi solverit vel per actorem steterit, quo minus accipiat, liberatur.
Ulpianus, On Sabinus, Book XXIV. I stipulate that payment shall be made to me or to Stichus, the slave of Sempronius. Payment cannot be made to Sempronius, although he is the master of the slave. 1A man who owes ten aurei, by the payment of half of this sum will be released from liability for half of his obligation, and only the remaining five aurei will be due. Likewise, where anyone owes Stichus and delivers a part of him, he is liable for the remainder. If, however, he owes a slave, and delivers a part of Stichus, he will not, for that reason, cease to owe a slave. Finally, an action can be brought against him to recover the slave. But when the debtor delivers the remaining part of Stichus, or the creditor is to blame for not accepting him, the former will be released.
Dig. 46,4,2Ulpianus libro vicensimo quarto ad Sabinum. Pupillum per acceptilationem etiam sine tutoris auctoritate liberari posse placet.
Ulpianus, On Sabinus, Book XXIV. It is established that a ward can be discharged from liability by means of a release, without the authority of his guardian.
Dig. 50,17,19Ulpianus libro vicensimo quarto ad Sabinum. Qui cum alio contrahit, vel est vel debet esse non ignarus condicionis eius: heredi autem hoc imputari non potest, cum non sponte cum legatariis contrahit. 1Non solet exceptio doli nocere his, quibus voluntas testatoris non refragatur.
Ad Dig. 50,17,19ROHGE, Bd. 16 (1875), Nr. 17, S. 52: Quisque gnarus esse debet conditionis ejus, cum quo contraxit im Handelsverkehr.Ulpianus, On Sabinus, Book XXIV. Anyone who makes an agreement with another either is not ignorant or should not be ignorant of his condition; the heir, however, cannot be blamed under such circumstances, as he did not voluntarily contract with the legatees. 1An exception on the ground of fraud does not usually operate as a bar to those who are not excluded by the will of the testator.