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Justinian I · The Digest of Justinian §33.1.3.pr-33.1.3.6

Calculation of Installment Legacies and Interest Clauses

Passage 4930 of 9271 · Latin

Summary

This section discusses the calculation criteria for payments when a legacy is left in installments (equal shares, the arbitration of an honorable person, or the discretion of parties), the interpretation of payment terms, and the validity of clauses ordering interest-like payments until the legacy is fully paid.

[ULPIANUS libro uicesimo quarto ad Sabinum. ] §33.1.3.prSi legatum sit relictum annua bima trima die, triginta forte, dena per singulos debentur annos, licet non fuerit adiectum 'aequis pensionibus'.
[ULPIAN, book twenty-four on Sabinus.] If a legacy is left to be paid in one, two, and three years—say, for instance, thirty—ten is due in each year, even if "in equal installments" has not been added.
§33.1.3.1Proinde et si adiectum fuerit 'pensionibus', licet non sit insertum 'aequis', item si scriptum fuerit 'aequis', licet non sit adiectum 'pensionibus', dicendum erit aequas fieri.
Accordingly, even if "in installments" has been added, although "equal" has not been inserted, likewise if "equal" has been written, although "in installments" has not been added, it must be said that they become equal.
§33.1.3.2Sed si adiectum 'pensionibus inaequis', inaequales debebuntur: quae ergo debeantur, uideamus.
But if "in unequal installments" has been added, unequal amounts will be due; let us see, then, what amounts should be due.
et puto eas deberi (nisi specialiter testator electionem heredi dedit), quas uir bonus fuerit arbitratus, ut pro facultatibus defuncti et depositione patrimonii debeantur.
And I think that those amounts are due (unless the testator has specifically given the choice to the heir) which an honorable person would have determined, so that they are due in accordance with the resources of the deceased and the condition of the estate.
§33.1.3.3Sed et si fuerit adiectum 'uiri boni arbitratu', hoc sequemur, ut pro positione patrimonii sine uexatione et incommodo heredis fiat.
But even if "by the arbitration of an honorable person" has been added, we shall follow this: that it be done in accordance with the condition of the estate, without harassment and disadvantage to the heir.
§33.1.3.4Quid si ita 'pensionibus, quas putauerit legatarius'? an totum petere possit, uideamus.
What if it is "in installments which the legatee shall think fit"? Let us see whether he can demand the whole at once.
et puto totum non petendum simul, sicut et in heredis electione.
And I think that the whole is not to be demanded at the same time, just as in the case of the heir's choice.
fieri enim pensiones debere testator uoluit, quantitates dumtaxat pensionum in arbitrio heredis aut legatarii contulit.
For the testator wished that installments should be made, and merely left the amounts of the installments to the discretion of the heir or the legatee.
§33.1.3.5Sed si ita sit legatum 'heres meus Titio decem trima die dato', utrum pensionibus an uero post triennium debeatur? et puto sic accipiendum, quasi pater familias de annua bima trima die sensisse proponatur.
But if a legacy is left as follows: "let my heir give ten to Titius in three years," is it due in installments, or rather after three years? And I think it should be understood as if the paterfamilias is presumed to have intended the first, second, and third annual payments.
§33.1.3.6Si cui certa quantitas legetur et, quoad praestetur, in singulos annos certum aliquid uelut usuras iusserit testator praestari, legatum ualet: sed in usuris hactenus debet ualere, quatenus modum probabilem usurarum non excedit.
If a certain quantity is bequeathed to someone, and the testator has ordered that, until it is paid, something certain, such as interest, be paid each year, the legacy is valid; but as to the interest, it ought to be valid only so far as it does not exceed a reasonable rate of interest.

Notes

  1. §33.1.3.prannua bima trima die — The noun die (on the day, feminine singular ablative) is modified by three coordinated adjectives: annua, bima, trima (annual, biennial, triennial, all feminine singular ablative). This is a legal formulaic expression referring to a three-year installment plan, meaning 'on the first, second, and third annual payments'.
  2. §33.1.3.2quas uir bonus fuerit arbitratus — The word quas is a relative pronoun (feminine plural accusative) modifying the omitted demonstrative antecedent eas (referring to pensiones, 'installments'). The term uir bonus (an honorable person / a good man) represents the objective standard of good faith (bona fides) in Roman law. The verb fuerit arbitratus is the perfect (or future perfect) subjunctive of the deponent verb arbitror, conveying a hypothetical nuance ('such as a good man would have determined') within the relative clause.
  3. §33.1.3.4fieri enim pensiones debere — An accusative-with-infinitive (ACI) construction serving as the object of uoluit. The subject of the infinitive debere (ought/should) is pensiones (installments, feminine plural accusative), and debere itself governs the passive infinitive fieri (to be made). The entire clause means 'for the testator wished that installments should be made'.

Cite this passage

Justinian I, The Digest of Justinian §33.1.3.pr-33.1.3.6. Humanitext Reader, https://reader.humanitext.ai/en/text/urn:cts:latinLit:phi2806.phi002.humanitext-lat1:33.1.3.pr-33.1.3.6

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