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Justinian I · The Digest of Justinian §29.4.22.pr-29.4.22.2

Claims of Substitute Heirs and Slaves on Intestacy

Passage 4536 of 9271 · Latin

Summary

This section discusses the denial of legal remedies to substitute heirs or conditionally freed slaves when the primary heir bypasses the will to take on intestacy, and addresses whether a substitute heir who declined the estate can still claim a legacy under the will.

[IDEM libro tricesimo primo digestorum. ] §29.4.22.prSi in testamento ita scriptum fuerit: 'Titius heres esto: si Titius heres erit, Maeuius heres esto' et Titius omissa causa testamenti hereditatem legitimam possederit, Maeuio aduersus eum petitio hereditatis dari non debet pro parte, quam habiturus esset, si testamenti causa omissa non fuisset.
[THE SAME, in the thirty-first book of the Digests.] If it has been written in a will as follows: "Let Titius be heir; if Titius is heir, let Maeuius be heir," and Titius, having set aside the cause of the will, possesses the intestate inheritance, a petition for inheritance ought not to be granted to Maeuius against him for the share which he would have had if the cause of the will had not been set aside.
cum enim omisso testamento hereditas possidetur, legatorum quidem et libertatium ratio habenda est, quia aliter quam ab herede dari non potuerunt: hereditatis uero quae ita data est rationem habere praetor non debet: sua enim culpa testator sub hac condicione hereditatis partem dedit, quam potuit pure dare.
For when an inheritance is possessed after setting aside the will, account must indeed be taken of legacies and grants of freedom, because they could not have been given otherwise than by an heir; but the praetor ought not to take account of an inheritance which was given in this manner, for it was by his own fault that the testator gave under this condition a share of the inheritance which he could have given unconditionally.
§29.4.22.1Quare et si ita scriptum fuisset: 'Titius heres esto: quisquis mihi ex supra scriptis heres erit, Stichus liber heresque esto' et Titius omisso testamento hereditatem possideat, libertatem praetor Stichi tueri non debet nec hereditatis petitionem ei dare.
Therefore, even if it had been written as follows: "Let Titius be heir; whoever of those written above shall be my heir, let Stichus be free and heir," and Titius, having set aside the will, possesses the inheritance, the praetor ought not to protect the freedom of Stichus, nor grant him a petition for inheritance.
§29.4.22.2Si quis hoc modo testamentum scripserit: 'Titius heres esto: si Titius heres non erit, Maeuius heres esto: quisquis mihi ex supra scriptis heres erit, Maeuio, si mihi heres non erit, centum dato', deinde Titius omisso testamento legitimam hereditatem possideat, an Maeuio, cuius in potestate fuit, ut ex substitutione adeundo totam hereditatem haberet, legatorum actio dari debeat, quaeritur.
If anyone has written a will in this manner: "Let Titius be heir; if Titius is not heir, let Maeuius be heir; whoever of those written above shall be my heir, let him give one hundred to Maeuius, if he is not my heir," and then Titius, having set aside the will, possesses the intestate inheritance, the question is raised whether an action for legacies ought to be granted to Maeuius, in whose power it was to have the whole inheritance by entering upon it under the substitution.
et placet dari, quia nihil prohibet Maeuium iustam causam habuisse, propter quam nollet negotiis hereditariis implicari.
And the opinion is approved that it should be granted, because nothing prevents Maeuius from having had a just cause for not wishing to be involved in the business of the inheritance.

Notes

  1. 29.4.22.prpro parte, quam habiturus esset, si testamenti causa omissa non fuisset — The relative clause contains a contrary-to-fact subjunctive in the past ('habiturus esset' with 'si... fuisset'), describing the hypothetical share that Maeuius would have received had the testament not been set aside.
  2. 29.4.22.prhereditatis uero quae ita data est rationem habere praetor non debet — The genitive 'hereditatis', modified by the relative clause 'quae ita data est', is positioned at the beginning of the clause in a hyperbaton construction that depends on 'rationem habere'. The phrase reads structurally as 'praetor non debet habere rationem hereditatis quae...'.
  3. 29.4.22.2cuius in potestate fuit, ut ex substitutione adeundo totam hereditatem haberet — The genitive relative pronoun 'cuius' refers back to 'Maeuio'. The 'ut' clause functions as a substantive clause subject to 'in potestate fuit' ('it was in his power'). 'adeundo' is a gerund in the ablative case expressing means ('by entering upon').

Cite this passage

Justinian I, The Digest of Justinian §29.4.22.pr-29.4.22.2. Humanitext Reader, https://reader.humanitext.ai/en/text/urn:cts:latinLit:phi2806.phi002.humanitext-lat1:29.4.22.pr-29.4.22.2

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