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Justinian I · The Digest of Justinian §28.5.13.pr-28.5.13.7

Interpretation of Equal Shares and Pro Rata Adjustment

Passage 4192 of 9271 · Latin

Summary

The legal interpretation of the phrase 'equally' in wills and the rules of proportional adjustment (pro rata) when the total of specified shares is less than or exceeds the standard (twelve unciae) are discussed with several concrete examples.

[ULPIANUS libro septimo ad Sabinum. ] §28.5.13.prInterdum haec adiectio 'aeque heredes sunto' testatoris uoluntatem exprimit, ut puta 'Primus et fratris mei filii aeque heredes sunto': nam haec adiectio declarat omnes ex uirilibus partibus institutos, ut et Labeo scripsit, qua detracta semissem fratris filii, semissem Primus haberet.
[ULPIANUS libro septimo ad Sabinum.] Sometimes this addition 'let them be heirs equally' expresses the testator's intention, as for example, 'Let Primus and my brother's sons be heirs equally'; for this addition declares that all were appointed in equal individual shares, as Labeo also wrote, whereas if it were omitted, the brother's sons would have a half, and Primus a half.
§28.5.13.1Pater familias distribuere hereditatem in tot partes potest quot uoluerit: sed sollemnis assis distributio in duodecim uncias fit.
A father of a family can divide the inheritance into as many parts as he wishes; but the customary division of an as is made into twelve unciae.
§28.5.13.2Denique si minus distribuit, potestate iuris in hoc reuoluitur: ut puta si duos heredes ex quadrante scripserit: nam hereditas eius residua accedit, ut ex semissibus uideantur scripti.
Finally, if he has distributed less, by the power of law it reverts to this: as for example, if he has written two heirs for a quarter each; for his remaining inheritance is added, so that they appear to have been written for a half each.
§28.5.13.3Sed si alter ex quadrante, alter ex semisse heredes scripti sunt, qui accedit quadrans pro partibus hereditariis eis adcrescit.
But if one has been written heir for a quarter, and the other for a half, the quarter which is added increases for them in proportion to their hereditary shares.
§28.5.13.4Sed si excesserit in diuisione duodecim uncias, aeque pro rata decrescet: ut puta me ex duodecim unciis heredem, te ex sex scripsit: ego hereditatis habeo bessem, tu trientem.
But if he has exceeded twelve unciae in the division, it will decrease equally in proportion: as for example, he has written me heir for twelve unciae, and you for six; I have two-thirds of the inheritance, and you have one-third.
§28.5.13.5Sed si duos ex asse heredes scripserit, alios ex duodecim unciis, an aeque distributio fiat, apud Labeonem libro quarto posteriorum quaeritur.
But if he has written two heirs for an as, and others for twelve unciae, whether an equal distribution is made is questioned in Labeo's fourth book of Posthumous Works.
et putat Labeo et illos ex semisse et hos, qui ex duodecim unciis scripti sunt, ex semisse heredes fore, cui sententiae adsentiendum puto.
And Labeo thinks that both those will be heirs for a half, and these, who were written for twelve unciae, will be heirs for a half, to which opinion I think we should agree.
§28.5.13.6sed si duos ex asse heredes instituerit, tertium autem ex dimidia et sexta, eodem libro Labeo ait in uiginti uncias assem diuidendum, octo laturum ex dimidia et sexta scriptum, illos duos duodecim.
But if he has appointed two heirs for an as, and a third for a half and a sixth, in the same book Labeo says that the as is to be divided into twenty unciae, and the one written for a half and a sixth will take eight, and those two twelve.
§28.5.13.7Apud eundem refertur: 'Titius ex parte tertia', deinde asse expleto 'idem ex parte sexta': in quattuordecim uncias hereditatem diuidendam Trebatius ait.
Under the same author, it is reported: 'Titius for a third part,' and then, the as having been filled, 'the same for a sixth part'; Trebatius says that the inheritance is to be divided into fourteen unciae.

Notes

  1. §28.5.13.prqua detracta — Ablative absolute construction consisting of the relative pronoun `qua` in feminine singular ablative and the perfect participle `detracta`. The antecedent of `qua` is `haec adiectio`. It functions as a conditional clause ("if this were omitted").
  2. §28.5.13.2ex semissibus — The plural `semissibus` indicates that each of the two heirs (duos heredes) is deemed to have been appointed for a half (semis = six unciae) each.
  3. §28.5.13.3qui accedit quadrans — A structure where the antecedent `quadrans` is attracted into the relative clause (prolepsis). It is equivalent in meaning to `quadrans, qui accedit` ("the quarter which is added").
  4. §28.5.13.5duos ex asse heredes scripserit, alios ex duodecim unciis — In the context of "writing two heirs for an as, and others for twelve unciae". Since 1 as = 12 unciae in Roman law, this effectively means that the whole (100%) was appointed twice, making two asses (200%) in total. Thus, both groups are scaled down to 1/2 as (semis = six unciae) each.
  5. §28.5.13.7asse expleto — Ablative absolute construction consisting of the noun `asse` and the perfect participle `expleto`. It expresses the meaning "the as (the whole) having already been filled (by appointments to other heirs)".

Cite this passage

Justinian I, The Digest of Justinian §28.5.13.pr-28.5.13.7. Humanitext Reader, https://reader.humanitext.ai/en/text/urn:cts:latinLit:phi2806.phi002.humanitext-lat1:28.5.13.pr-28.5.13.7

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