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)
Dig. XXXIV3,
De liberatione legata
Liber trigesimus quartus
III.

De liberatione legata

(Concerning the Bequest of a Release From Liability.)

1Ul­pia­nus li­bro vi­ce­si­mo pri­mo ad Sa­binum. Om­ni­bus de­bi­to­ri­bus ea quae de­bent rec­te le­gan­tur, li­cet do­mi­ni eo­rum sint. 1Iu­lia­nus scrip­sit, si res pig­no­ri da­ta le­ge­tur de­bi­to­ri a cre­di­to­re, va­le­re le­ga­tum ha­be­re­que eum ac­tio­nem, ut pig­nus re­ci­piat, prius­quam pe­cu­niam sol­vat. sic au­tem lo­qui­tur Iu­lia­nus, qua­si de­bi­tum non de­beat lu­cra­ri: sed si alia tes­tan­tis vo­lun­tas fuit, et ad hoc per­ve­nie­tur ex­em­plo lui­tio­nis.

1Ulpianus, On Sabinus, Book I. Obligations due from all kinds of debtors can be lawfully bequeathed to them, even though they may be the owners of said obligations. 1Julianus stated that if property which is pledged is bequeathed by a creditor to his debtor, the legacy will be valid, and the debtor will be entitled to an action to recover the pledge before he pays the money due. In this instance, Julianus seems to have had in his mind a case where the debtor would not profit by the transaction. Where, however, the intention of the testator was otherwise, he can be released from the obligation just as if he had paid the debt.

2Pom­po­nius li­bro sex­to ad Sa­binum. He­redem, dam­na­tum a fi­de­ius­so­re non pe­te­re, a reo pe­te­re pos­se, sed a reo pe­te­re ve­ti­tum, si a fi­de­ius­so­re pe­tat, reo ex tes­ta­men­to te­ne­ri Cel­sus pu­tat. 1Idem Cel­sus ait nul­lam du­bi­ta­tio­nem ha­be­re, quin he­rede pe­te­re a de­bi­to­re ve­ti­to nec he­res he­redis pe­te­re pos­sit.

2Pomponius, On Sabinus, Book VI. When an heir was charged not to demand anything of the security, he can collect the debt from the principal debtor; but when he was forbidden to collect it from the latter, and demands it of the security, Celsus thinks that he will be liable to the principal debtor under the terms of the will. 1Celsus also says that he has no doubt that where an heir has been forbidden to collect a debt from a debtor, his own heir cannot collect it.

3Ul­pia­nus li­bro vi­ce­si­mo ter­tio ad Sa­binum. Li­be­ra­tio­nem de­bi­to­ri pos­se le­ga­ri iam cer­tum est. 1Sed et si chi­ro­gra­phum quis de­ce­dens de­bi­to­ri suo de­de­rit, ex­cep­tio­nem ei com­pe­te­re pu­to, qua­si pro fi­dei­com­mis­so hu­ius­mo­di da­tio­ne va­li­tu­ra. 2Iu­lia­nus et­iam li­bro qua­dra­ge­si­mo di­ges­to­rum scrip­sit: si quis de­ce­dens chi­ro­gra­phum Se­ii Ti­tio de­de­rit, ut post mor­tem suam Se­io det aut, si con­va­luis­set, si­bi red­de­ret, de­in­de Ti­tius de­func­to do­na­to­re Se­io de­de­rit et he­res eius pe­tat de­bi­tum, Se­ius do­li ex­cep­tio­nem ha­bet. 3Nunc de ef­fec­tu le­ga­ti vi­dea­mus. et si qui­dem mi­hi li­be­ra­tio sit re­lic­ta, cum so­lus sim de­bi­tor, si­ve a me pe­ta­tur, ex­cep­tio­ne uti pos­sum, si­ve non pe­ta­tur, pos­sum age­re, ut li­be­rer per ac­cep­ti­la­tio­nem. sed et si cum alio sim de­bi­tor, pu­ta duo rei fui­mus pro­mit­ten­di, et mi­hi so­li tes­ta­tor con­sul­tum vo­luit, agen­do con­se­quar, non ut ac­cep­to li­be­rer, ne et­iam con­reus meus li­be­re­tur con­tra tes­ta­to­ris vo­lun­ta­tem, sed pac­to li­be­ra­bor. sed quid si so­cii fui­mus? vi­dea­mus, ne per ac­cep­ti­la­tio­nem de­beam li­be­ra­ri: alio­quin, dum a con­reo meo pe­ti­tur, ego in­quie­tor. et ita Iu­lia­nus li­bro tri­ge­si­mo se­cun­do di­ges­to­rum scrip­sit, si qui­dem so­cii non si­mus, pac­to me de­be­re li­be­ra­ri, si so­cii, per ac­cep­ti­la­tio­nem. 4Con­se­quen­ter quae­ri­tur, an et il­le so­cius pro le­ga­ta­rio ha­bea­tur, cu­ius no­men in tes­ta­men­to scrip­tum non est, li­cet com­mo­dum ex tes­ta­men­to ad utrum­que per­ti­neat, si so­cii sunt. et est ve­rum non so­lum eum, cu­ius no­men in tes­ta­men­to scrip­tum est, le­ga­ta­rium ha­ben­dum, ve­rum eum quo­que, qui non est scrip­tus, si et eius con­tem­pla­tio­ne li­be­ra­tio re­lic­ta es­set. 5Utri­que au­tem le­ga­ta­rii ha­ben­tur et in hoc ca­su. nam et si quod ego de­beo Ti­tio sit ei le­ga­tum mei gra­tia, ut ego li­be­rer, ne­mo me ne­ga­bit le­ga­ta­rium, ut et Iu­lia­nus eo­dem li­bro scri­bit. et Mar­cel­lus no­tat utrius­que le­ga­tum es­se tam meum quam cre­di­to­ris mei, et­si sol­ven­do fue­ro: in­ter­es­se enim cre­di­to­ris duos reos ha­be­re.

3Ulpianus, On Sabinus, Book XXIII. It is certain that, at present, a release can be bequeathed to a debtor. 1But, even if the testator, at the time of his death, should give a debtor his note, I think that the latter will be entitled to an exception, as the surrender of the note will be valid as a trust. 2Julianus, in the Fortieth Book of the Digest, says that if anyone, when about to die, should give a note of Seius to Titius, and direct him to deliver it to Seius after his death; or, if he should recover, return it to him; and then Titius should give the note to Seius after the death of the creditor, and the heir of the latter should attempt to collect the debt, Seius will be entitled to an exception on the ground of fraud. 3Let us now see what will be the effect of this legacy. And, indeed if the release of a debt is left to me the only debtor, and an attempt is made to collect it from me, I can avail myself of an exception; or, if such an attempt is not made, I can bring an action to obtain a discharge from liability by means of a receipt. Still, even though I may be a joint-debtor with another party, for instance, where both of us are principal debtors, and the testator desired to favor me alone, I can bring suit, not to be discharged from liability by a receipt, nor that my fellow-debtor may be released against the intention of the testator, but that I may be released by an agreement. But what if we were partners? Let us see whether I should be released by means of a receipt; otherwise, would I not be subjected to annoyance, if suit were brought against my fellow-debtor? Julianus, in the Thirty-second Book of the Digest, states that if we are not partners, I ought to be released by an agreement, but if we are partners, this should be effected by means of a receipt. 4Hence the question arises, whether a partner should be considered a legatee whose name is not mentioned in a will, although it is an advantage to both parties if they are partners. It is true that not only he whose name is mentioned in a will should be considered a legatee, but also he who is not mentioned therein, if the testator had him in his mind at the time when the release was bequeathed. 5Both parties, however, are considered to be legatees in this instance. For if I owe anything to Titius, and, in order to favor me, the bequest is made to him on condition that I shall be released, no one will deny that I am a legatee, as Julianus states in the same Book; and Marcellus says in a note that the legacy is bequeathed to both parties, as much as to my creditor, even though I may be solvent, for it is always to the interest of the creditor to have two debtors liable for the same obligation.

4Pom­po­nius li­bro sep­ti­mo ex Plau­tio. Quid er­go est, cum age­re pot­erit cre­di­tor ex tes­ta­men­to? non ali­ter he­res con­dem­na­ri de­be­bit, quam si ca­vea­tur ei ad­ver­sus de­bi­to­rem de­fen­su iri. item agen­te de­bi­to­re ni­hil am­plius he­res prae­sta­re de­bet, quam ut eum ad­ver­sus cre­di­to­rem de­fen­dat.

4Pomponius, On Plautius, Book VII. What then must be done, as the creditor can bring an action under the will? The heir should not have judgment rendered against him, unless security is furnished him for defence against the debtor. Likewise, if the debtor should institute proceedings, the heir is required to do nothing more than to protect him against the creditor.

5Ul­pia­nus li­bro vi­ce­si­mo ter­tio ad Sa­binum. Si quis reum ha­beat et fi­de­ius­so­rem et reo li­be­ra­tio­nem le­get, Iu­lia­nus ibi­dem scrip­sit reum per ac­cep­ti­la­tio­nem li­be­ran­dum: alio­quin si fi­de­ius­so­rem coe­pe­rit con­ve­ni­re, alia ra­tio­ne reus con­ve­ni­tur. quid ta­men, si do­na­tio­nis cau­sa fi­de­ius­sor in­ter­ve­nit nec ha­bet ad­ver­sus reum re­gres­sum? vel quid si ad fi­de­ius­so­rem pe­cu­nia per­ve­ne­rit et ip­se reum de­de­rit vi­ce sua ip­se­que fi­de­ius­se­rit? pac­to est reus li­be­ran­dus. at­quin so­le­mus di­ce­re pac­ti ex­cep­tio­nem fi­de­ius­so­ri dan­dam, quae reo com­pe­tit: sed cum alia sit mens le­gan­tis, alia pa­cis­cen­tis, ne­qua­quam hoc di­ci­mus. 1Quod si fi­de­ius­so­ri sit li­be­ra­tio le­ga­ta, si­ne du­bio, ut et Iu­lia­nus scrip­sit, pac­to erit fi­de­ius­sor li­be­ran­dus. sed et hic pu­to in­ter­dum ac­cep­ti­la­tio­ne li­be­ran­dum, si vel reus ip­se ve­re fuit aut in eam rem so­cius reus. 2Idem Iu­lia­nus eo­dem li­bro scrip­sit, si fi­lius fa­mi­lias de­bi­tor fue­rit et pa­tri eius fue­rit li­be­ra­tio re­lic­ta, pa­trem pac­to li­be­ran­dum es­se, ne et­iam fi­lius li­be­re­tur. et par­vi, in­quit, re­fert, si sit ali­quid in pe­cu­lio die le­ga­ti ce­den­te nec­ne: se­cu­ri­ta­tem enim pa­ter per hoc le­ga­tum con­se­qui­tur: ma­xi­me, in­quit, cum rei iu­di­can­dae tem­pus cir­ca pe­cu­lium spec­te­tur. huic pa­tri si­mi­lem fa­cit Iu­lia­nus ma­ri­tum, cui uxor post di­vor­tium li­be­ra­tio­nem do­tis le­ga­vit: nam et hunc, li­cet die le­ga­ti ce­den­te sol­ven­do non sit, le­ga­ta­rium es­se: et utrum­que ait so­lu­tum re­pe­te­re non pos­se. sed est ve­rius quod Mar­cel­lus no­tat pa­trem pe­te­re pos­se (non­dum enim erat de­bi­tor, cum sol­ve­ret), ma­ri­tum non pos­se, quod de­bi­tum sol­vit. pa­trem enim et­si quis de­bi­to­rem ex­is­ti­ma­ve­rit, at­ta­men lo­co es­se con­di­cio­na­lis de­bi­to­ris, quem so­lu­tum re­pe­te­re pos­se non amb­igi­tur. 3Sed si dam­na­tus sit he­res fi­lium li­be­ra­re, non ad­icit Iu­lia­nus, utrum ac­cep­ti­la­tio­ne fi­lius an pac­to sit li­be­ran­dus: sed vi­de­tur hoc sen­ti­re, qua­si ac­cep­ti­la­tio­ne de­beat li­be­ra­ri, quae res pa­tri quo­que prod­erit. quod op­ti­nen­dum est, ni­si evi­den­ter ap­pro­be­tur con­tra­rium sen­sis­se tes­ta­to­rem, id est ne fi­lius in­quie­te­tur, non ne pa­ter: tunc enim ac­cep­ti­la­tio­ne eum non li­be­ran­dum, sed pac­to. 4Idem Iu­lia­nus scrip­sit, si pro fi­lio pa­ter fi­de­ius­se­rit ei­que li­be­ra­tio sit le­ga­ta, eum pac­to li­be­ran­dum qua­si fi­de­ius­so­rem, non qua­si pa­trem, et id­eo de pe­cu­lio pos­se con­ve­ni­ri. hoc ita de­mum pu­tat, si dum­ta­xat qua­si fi­de­ius­so­rem eum vo­luit tes­ta­tor li­be­ra­ri: ce­te­rum si et qua­si pa­trem, et de pe­cu­lio erit li­be­ran­dus.

5Ulpianus, On Sabinus, Book XXIII. Where a testator has a principal and a surety indebted to him, and bequeaths a release to the principal, Julianus states in the same place that the principal ought to be released by means of a receipt; otherwise, if the heir should sue the surety, the principal debtor will be brought into the case in another way. But what if the surety intervenes for the purpose of making a donation, and has no recourse against the principal debtor? Or, what course must be pursued if the money had come into the hands of the surety, and he had given a principal in his stead, to whom he himself furnished a surety? In this instance, the principal debtor should be released by agreement. We are, however, accustomed to hold that the same exception on the ground of contract to which the principal debtor is entitled should be granted the surety. We say that this does not, in any way, apply to this case; as, when a testator leaves a legacy, his intention is one thing, and that of the heir when he makes an agreement is another. 1If, however, a release should be bequeathed to a surety, there is no doubt, as Julianus says that the surety should be released by the agreement of the heir. Still, I think that in a case of this kind he should sometimes be released by a receipt, if the party himself was the actual debtor, or if he was a partner with the principal in the transaction. 2Julianus, in the same Book, also states that if a son under paternal control should become a debtor, and his release is bequeathed to his father, the latter ought to be discharged from liability by an agreement, to avoid the son from being released. And he adds that it makes little difference whether there is any property in the peculium of the son on the day when the legacy vests, or not, for the father will always be secured by means of the legacy; and he holds that this is especially the case when the amount of the peculium is considered with reference to the time when the judgment was rendered. Julianus compares a husband to a father where his wife, after divorce, bequeathed him a release from liability for her dowry; for he, also, although he may not have been solvent at the time when the legacy vested, will be a legatee, and he says that both the parties cannot recover what has already been paid. The better opinion, however, as Marcellus observes, is that the father can bring an action, for he was not yet a debtor when he made payment, as the husband cannot do this, if he has paid the debt. For even if anyone should think that the father was a debtor, still, he only occupies the place of a conditional debtor, and there is no doubt that he can recover what he paid. 3Where, however, an heir is charged to release the son, Julianus does not add that the former should be released, either by a receipt or by an agreement, but he seems to think that the son should be discharged from liability, as it were, by a receipt; which transaction would also be a benefit to the father. This rule should prevail, unless it can be clearly proved that the testator intended otherwise, that is to say, that neither the son nor the father should be annoyed; for in this instance he ought to be released, not by means of a receipt, but by an agreement. 4Julianus also says that where a father becomes surety for his son, and his release is bequeathed to him, he should be discharged from liability by an agreement, as a surety, and not as a father; and therefore suit can be brought against him with reference to the peculium. Finally, he thinks that this rule only applies where the testator intended that he should be released as a surety, but if he intended that he should also be released as a father, he should also be discharged from liability for the peculium.

6Ia­vo­le­nus li­bro sex­to epis­tu­la­rum. Post em­an­ci­pa­tio­nem ve­ro fi­lii ea­te­nus pa­ter ac­tio­nem ha­be­bit, qua­te­nus ali­quid ex pe­cu­lio aut in rem ver­so prae­sta­tu­rus est: id enim le­ga­to­rum no­mi­ne ad pa­trem per­ti­ne­bit, quod eius in­ter­erit. 1Il­lud quae­ri pot­est, an eo quo­que no­mi­ne pa­ter ex tes­ta­men­to age­re pos­sit, ut et­iam fi­lius ac­tio­ne li­be­re­tur. qui­bus­dam eo us­que ex­ten­di ac­tio­nem pla­ce­bat, quia pa­tris in­ter­es­se vi­dea­tur, si pe­cu­lium fi­lio post em­an­ci­pa­tio­nem con­ces­sis­set, in­te­grum ius eius per­ma­ne­re. ego con­tra sen­tio: ni­hil quic­quam am­plius pa­tri prae­stan­dum ex eius­mo­di scrip­tu­ra tes­ta­men­ti pu­to, quam ut ni­hil ex eo, quod prae­sta­tu­rus he­redi fue­rit, prae­stet.

6Javolenus, Epistles, Book VI. But, after the emancipation of the son, the father will only be entitled to an action to the extent of whatever forms part of the peculium of his son, or when the latter may have paid out anything for the benefit of his father; since the property which it is to the interest of the father to have, will belong to him by virtue of the legacy. 1The inquiry may be made, whether the father can bring suit under the will for this purpose, with the result that the son will also be released from liability to an action. It has been held by certain authorities that the proceeding has this effect, because it is considered that it is to the interest of the father that his rights should remain unimpaired, where he gives his son his peculium after his emancipation. I, however, hold the contrary opinion, and I think that nothing more should be granted to the father under the terms of the will, than that he should be required to pay only what could be collected by the heir.

7Ul­pia­nus li­bro vi­ce­si­mo ter­tio ad Sa­binum. Non so­lum au­tem quod de­be­tur re­mit­ti pot­est, ve­rum et­iam pars eius vel pars ob­li­ga­tio­nis, ut est apud Iu­lia­num trac­ta­tum li­bro tri­ge­si­mo ter­tio di­ges­to­rum. 1Si is qui sti­pu­la­tus Sti­chum aut de­cem dam­na­ve­rit he­redem Sti­chum non pe­te­re, le­ga­tum va­le­re con­stat: sed quid con­ti­neat, vi­dea­mus. et Iu­lia­nus scri­bit ac­tio­nem ex tes­ta­men­to in hoc es­se vi­de­ri, ut de­bi­tor ac­cep­to li­be­re­tur: quae res uti­que de­bi­to­rem et in de­cem li­be­ra­bit, quia ac­cep­ti­la­tio so­lu­tio­ni com­pa­ra­tur, et quem­ad­mo­dum, si Sti­chum sol­vis­set, de­bi­tor li­be­ra­re­tur, ita et ac­cep­ti­la­tio­ne Sti­chi li­be­ra­ri. 2Sed si de­bi­to­rem de­cem dam­na­tus sit he­res vi­gin­ti li­be­ra­re, idem Iu­lia­nus scrip­sit li­bro tri­ge­si­mo ter­tio ni­hi­lo mi­nus es­se li­be­ran­dum de­cem: nam et si ei vi­gin­ti ac­cep­to fe­ran­tur, in de­cem li­be­ra­bi­tur. 3Sed si duo­bus he­redi­bus in­sti­tu­tis al­te­rum ex his dam­na­ve­rit cre­di­to­ri sol­ve­re, va­let le­ga­tum prop­ter co­he­redem eum­que ex tes­ta­men­to ac­tu­rum, ut cre­di­to­ri sol­va­tur. 4Li­be­ra­tio au­tem de­bi­to­ri le­ga­ta ita de­mum ef­fec­tum ha­bet, si non fue­rit ex­ac­tum id a de­bi­to­re, dum vi­vat tes­ta­tor: ce­te­rum si ex­ac­tum est, eva­nes­cit le­ga­tum. 5Un­de quae­rit Iu­lia­nus, si ab im­pu­be­ris sub­sti­tu­to sit li­be­ra­tio re­lic­ta, de­in­de im­pu­bes ex­ege­rit quod de­be­tur, an eva­nes­cat le­ga­tum. et cum con­stet pu­pil­lum in his, quae a sub­sti­tu­to re­lin­quun­tur, per­so­nam sus­ti­ne­re eius a quo sub con­di­cio­ne le­ga­tur, con­se­quens est sub­sti­tu­tum ac­tio­ne ex tes­ta­men­to te­ne­ri, si pu­pil­lus a de­bi­to­re ex­ege­rit. 6Idem­que est et si pu­pil­lus non ex­ege­rit, sed so­lum­mo­do li­tem sit con­tes­ta­tus, te­ne­ri eum, ut re­mit­tat ac­tio­nem. 7Nam et si de­bi­to­ri li­be­ra­tio sub con­di­cio­ne le­ga­ta fuis­set et vel lis fuis­set con­tes­ta­ta vel et­iam ex­ac­tum pen­den­te con­di­cio­ne, ex tes­ta­men­to ac­tio ma­ne­ret li­be­ra­tio­ne re­lic­ta.

7Ulpianus, On Sabinus, Book XXIII. Moreover, not only what is due can be remitted, but also a portion of the same, that is to say, a part of the obligation, as is stated by Julianus in the Thirty-third Book of the Digest. 1Where he who has stipulated for the delivery of Stichus, or ten aurei, charges his heir not to demand Stichus, it is established that the legacy is valid; but let us consider what it includes. Julianus says that it appears that an action can be brought under the will to compel the discharge of the debtor by a receipt, which will also release him so far as the ten aurei are concerned, because a receipt is equivalent to payment; and just as the debtor should be released if he had delivered Stichus, so he will be discharged from liability by the receipt for Stichus. 2If, however, the heir should be charged to release the debtor from the payment of twenty aurei, Julianus also states, in the Thirty-third Book, that the debtor should, nevertheless, be released from liability for ten, as if he obtains a receipt for twenty, he will be discharged from liability for the former amount. 3Where two heirs have been appointed by a debtor, and he charges one of them to pay his creditor, the legacy will be valid so far as his co-heir is concerned, and the latter will have a right to bring suit to compel payment to the creditor. 4A release bequeathed to a debtor only becomes effective where payment has not been required from him, during the lifetime of the testator; if, however, it has been required, the legacy is extinguished. 5Therefore Julianus asks, if a release is bequeathed, and the substitute of a minor child is charged with the same, and the minor afterwards exacts payment of what is due, whether the legacy will be extinguished. And, as it is established that a minor, so far as a legacy with which his substitute is charged is concerned, occupies the same position as an heir charged with a conditional bequest, the result is that the substitute will be liable to an action under the will, if the minor should demand payment of the claim by the debtor. 6The same rule applies where the minor does not exact payment, but only institutes proceedings in court, for the substitute will be compelled to have the action dismissed. 7For if the release had been bequeathed to the debtor conditionally, and either issue had been joined, or payment had been exacted before the condition was fulfilled, the debtor will still be entitled to his action under the will to obtain the release which was bequeathed to him.

8Pom­po­nius li­bro sex­to ad Sa­binum. Non so­lum nos­trum de­bi­to­rem, sed et he­redis et cu­ius­li­bet al­te­rius ut li­be­re­tur, le­ga­re pos­su­mus. 1Pot­est he­res dam­na­ri, ut ad cer­tum tem­pus non pe­tat a de­bi­to­re: sed si­ne du­bio nec li­be­ra­re eum in­tra id tem­pus de­be­bit, et, si de­bi­tor de­ces­se­rit, ab he­rede eius in­tra id tem­pus pe­ti non pot­erit. 2Il­lud vi­den­dum est, an eius tem­po­ris, in­tra quod pe­te­re he­res ve­ti­tus sit, vel usu­ras vel poe­nas pe­te­re pos­sit. et Pris­cus Ne­ra­tius ex­is­ti­ma­bat com­mit­te­re eum ad­ver­sus tes­ta­men­tum, si pe­tis­set: quod ve­rum est. 3Ta­le le­ga­tum: ‘he­res meus a so­lo Lu­cio Ti­tio ne pe­ti­to’ ad he­redem Lu­cii Ti­tii non trans­it, si ni­hil vi­vo Lu­cio Ti­tio ad­ver­sus tes­ta­men­tum ab he­rede, eo quod ab eo ex­ige­re de­bi­tum temp­ta­vit, sit com­mis­sum: quo­tiens enim co­hae­ret per­so­nae id quod le­ga­tur, vel­uti per­so­na­lis ser­vi­tus, ad he­redem eius non trans­it, si non co­hae­ret, trans­it. 4Si ver­ba li­be­ra­tio­nis in rem sint col­la­ta, pro eo est, qua­si he­res ab eo de­bi­to­re he­rede­que eius pe­te­re ve­ti­tus sit, ut ad­iec­tio he­redis per­in­de ni­hil va­leat, at­que non es­set va­li­tu­ra ip­sius de­bi­to­ris per­so­na non com­pre­hen­sa. 5Is, qui red­de­re ra­tio­nes ius­sus sit, non vi­de­tur sa­tis­fa­ce­re, si re­li­quum red­dat non edi­tis ra­tio­ni­bus. 6Si he­res ve­ti­tus sit age­re cum eo, qui neg­otia de­func­ti ges­se­rit, non vi­de­tur ob­li­ga­tio ei prae­le­ga­ta, quae do­lo vel ex frau­de eius qui neg­otia ges­se­rit com­mis­sa sit, et tes­ta­tor id vi­de­tur sen­sis­se. id­eo si he­res neg­otio­rum ges­to­rum egis­set, agens pro­cu­ra­tor ex tes­ta­men­to in­cer­ti do­li ma­li ex­cep­tio­ne ex­clu­di pot­est. 7Et ei li­be­ra­tio rec­te le­ga­tur, apud quem de­po­sue­ro vel cui com­mo­da­ve­ro pig­no­ri­ve de­de­ro vel ei quem ex fur­ti­va cau­sa mi­hi da­re opor­tet.

8Pomponius, On Sabinus, Book VI. We can not only make a bequest releasing our debtor, but also one releasing our heir and anyone else whomsoever. 1An heir can be charged not to demand payment of a debtor within a certain time, but there is no doubt that he should not release him during the intermediate time; and if the debtor should die, the debt cannot be collected from his heir within the said period. 2It should be considered whether the heir can collect interest on penalties for the time during which he is forbidden to demand the debt. Priscus Neratius held that to make such a demand would be contrary to the will, which is correct. 3A bequest like the following, “My heir must not collect the debt from Lucius Titius alone,” does not pass to the heir of Lucius Titius, if, during the lifetime of the latter, nothing was done in opposition to the will by the heir attempting to collect the debt from him; for whenever property which is bequeathed attaches to the person of the legatee, it is in the nature of a personal servitude, and does not pass to his heir; but if it does not attach to his person, it will be transmitted to his heir. 4If the words granting the release refer to matters in rem, the effect is the same as if the heir had been specifically forbidden to collect the claim from either the debtor, or his heir, as the addition of the heir is of no force or effect; just as would be the case if the person of the debtor himself had not been included. 5He who is directed to render accounts is not considered to have complied with the wishes of the testator, if he does not produce his accounts, but merely pays the balance remaining in his hands. 6Where an heir is forbidden to bring suit against the agent who attended to the affairs of the deceased, it is not considered to be for the benefit of the legatee, if the obligation was contracted by the bad faith or the fraud of him who transacted the business, and the testator will be held to have entertained this opinion. Therefore, if the heir should institute proceedings against the agent on the ground of business transacted, and the latter brings suit under the will for an indeterminate amount, he can be barred by an exception on the ground of fraud. 7A release may also legally be bequeathed to anyone with whom I leave a deposit, or to whom I make a loan for use, or give property in pledge, or to one who is obliged to make good to me the proceeds of a theft.

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’.

9Ulpianus, 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.”

10Iu­lia­nus li­bro tri­ge­si­mo ter­tio di­ges­to­rum. Si dam­na­tus he­res fue­rit a fi­de­ius­so­re qui­dem non pe­te­re, quod au­tem reus de­bet, Ti­tio da­re, pa­cis­ci de­bet, ne a fi­de­ius­so­re pe­tat, et ad­ver­sus reum ac­tio­nes suas prae­sta­re le­ga­ta­rio: quem­ad­mo­dum dam­na­tus he­res, ne a reo pe­tat, et dam­na­tus da­re quod fi­de­ius­sor de­bet, et reo ac­cep­tum fa­ce­re et le­ga­ta­rio li­tis aes­ti­ma­tio­nem suf­fer­re co­ga­tur.

10Julianus, Digest, Book XXXIII. Where an heir is charged not to collect anything from a surety, and to pay to Titius what the principal owes; he ought to agree not to make a demand of the surety, and to assign to the legatee his rights of action against the principal debtor; just as when an heir is charged not to collect anything from the principal debtor, and to pay to a third party the amount that the surety owes, he must give a receipt to the principal, and will be compelled to pay to the legatee the amount fixed by the court as due from the surety.

11Idem li­bro tri­ge­si­mo sex­to di­ges­to­rum. Si de­bi­tor fi­de­ius­so­rem suum ab he­rede suo li­be­ra­ri ius­se­rit, an fi­de­ius­sor li­be­ra­ri de­beat? re­spon­dit de­be­re. item quae­si­tum est, an, quia man­da­ti ac­tio­ne he­redes te­ne­ren­tur, in­uti­le le­ga­tum es­set, quem­ad­mo­dum in­uti­le le­ga­tum est quod de­bi­tor cre­di­to­ri suo le­gat. re­spon­di11Die Großausgabe liest re­spon­dit statt re­spon­di., quo­tiens de­bi­tor cre­di­to­ri suo le­ga­ret, ita in­uti­le es­se le­ga­tum, si ni­hil in­ter­es­set cre­di­to­ris ex tes­ta­men­to po­tius age­re quam ex pris­ti­na ob­li­ga­tio­ne. nam et si Ti­tius man­da­ve­rit Mae­vio, ut pe­cu­niam pro­mit­te­ret, de­in­de li­be­ra­ri eum ius­se­rit a sti­pu­la­to­re, ma­ni­fes­tum est, quan­tum in­ter­sit pro­mis­so­ris li­be­ra­ri po­tius quam prae­sta­re ex sti­pu­la­tu, de­in­de man­da­ti age­re.

11The Same, Digest, Book XXXVI. If a debtor should order his surety to be released by his heir, ought he to be released? The answer is that he should be. As the heirs are liable to an action on mandate, the inquiry was also made whether the legacy was not void, as the debtor made a bequest to his creditor. The answer was that, whenever a debtor makes a bequest to his creditor, the legacy will be void if it should not rather be to the interest of the creditor to bring an action under the will, than one founded on the original obligation; for if Titius should have directed Mævius to promise the payment of a certain sum of money, and afterwards should direct him to be released by the stipulation, it is clear that it is more to the interest of the party making the promise to be released than to pay the amount in accordance with the stipulation, and then to bring an action on mandate.

12Idem li­bro tri­ge­si­mo no­no di­ges­to­rum. Lu­cius Ti­tius cum Ero­tem ac­to­rem ha­be­ret, co­di­cil­lis ita ca­vit: ‘Ero­tem li­be­rum es­se vo­lo: quem ra­tio­nes red­de­re vo­lo eius tem­po­ris, quod erit post no­vis­si­mam meam sub­scrip­tio­nem’. post­ea vi­vus Ero­tem ma­nu­mi­sit in eo­dem ac­tu ha­buit ra­tio­nes­que sub­scrip­sit us­que in eum diem, qui fuit an­te pau­cis­si­mos dies quam mo­re­re­tur. he­redes Lu­cii Ti­tii di­cunt quas­dam sum­mas et ser­vum ad­huc Ero­tem et post­ea li­be­rum ac­ce­pis­se ne­que in eas ra­tio­nes, quae a Lu­cio Ti­tio sub­scrip­tae sunt, in­tu­lis­se: quae­ro, an he­redes ab Ero­te ni­hil ex­ige­re de­bent eius tem­po­ris, quo Lu­cius Ti­tius sub­scrip­sit. re­spon­di Ero­tem ex ea cau­sa quae pro­po­ne­re­tur li­be­ra­tio­nem pe­te­re non pos­se, ni­si et hoc spe­cia­li­ter ei re­mis­sum est.

12The Same, Digest, Book XXXIX. Lucius Titius, who employed Eros as his agent, made the following provision in his codicil, “I desire Eros to be free, and I wish him to render an account of all that he has done, during the time subsequent to my last signature.” He, afterwards, while still living, manumitted Eros, and, at the same time, the slave rendered his accounts, and the testator signed them up to that date, which was only a few days before he died. The heirs of Lucius Titius alleged that Eros had received certain sums of money, both while he was still a slave and after he became free, and did not include these in the accounts which were signed by Lucius Titius. I ask whether the heirs can collect anything from Eros for the time preceding the last signature of Lucius Titius. I answered that, according to the facts stated, Eros cannot demand his freedom, unless the sums referred to had been specifically remitted to him.

13Idem li­bro octage­si­mo pri­mo di­ges­to­rum. Si cre­di­tor de­bi­to­ri, qui se ex­cep­tio­ne per­pe­tua tue­ri pot­erat, le­ga­ve­rit quod si­bi de­be­ret, nul­lius mo­men­ti le­ga­tum erit. at si idem de­bi­tor cre­di­to­ri le­ga­ve­rit, in­tel­le­gen­dum erit ex­cep­tio­nem eum re­mit­ti cre­di­to­ri vo­luis­se.

13The Same, Digest, Book LXXXI. If a creditor should make a bequest to a debtor of what he owes him, and the former can protect himself by a perpetual exception, the legacy will be of no force or effect. If, however, the same debtor should make a bequest to his creditor of what he owes him, he will be understood to have intended that his creditor shall be released from the operation of the aforesaid exception.

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

14Ulpianus, Trusts, Book I. The same rule will apply where the debtor was required to make payment within a certain time, or under some condition.

15Idem li­bro se­xa­ge­si­mo quar­to ad edic­tum. Si quis in tes­ta­men­to dam­na­tus est, ne a Ti­tio de­bi­to­re ex­igat, ne­que ip­sum ne­que he­redem eius pot­est con­ve­ni­re: nam ne­que he­redis he­res age­re ne­que ab he­redis he­rede pot­est pe­ti. he­redis au­tem he­res pot­est dam­na­ri, ne ex­igat de­bi­to­rem.

15The Same, On the Edict, Book LXIV. Where anyone is charged in a will not to collect a debt from Titius, he cannot sue either him or his heir; nor can the heir of the heir bring an action; nor can the payment of the obligation be demanded of the heir of the debtor’s heir. The heir of the heir of the testator can also be charged not to collect the claim from the debtor.

16Pau­lus li­bro no­no ad Plau­tium. Ei cui fun­dum in quin­quen­nium lo­ca­ve­ram le­ga­vi quid­quid eum mi­hi da­re fa­ce­re opor­tet opor­te­bit­ve ut si­ne­ret he­res si­bi ha­be­re. Ner­va Ati­li­ci­nus, si he­res pro­hi­be­ret eum frui, ex con­duc­to, si iu­re lo­ca­tio­nis quid re­ti­ne­ret, ex tes­ta­men­to fo­re ob­li­ga­tum aiunt, quia ni­hil in­ter­es­set, pe­te­re­tur an re­ti­ne­ret: to­tam enim lo­ca­tio­nem le­ga­tam vi­de­ri,

16Paulus, On Plautius, Book IX. If I should rent a tract of land to anyone for five years, and then bequeath whatever the tenant was obliged to do for me or pay to me, or would be obliged to pay or give to me in the future, and the heir is charged to allow the tenant to have this himself; both Nerva and Atilicinus say that if the heir should prevent him from enjoying the legacy, he would be liable to an action on the lease, and if he should retain anything arising out of the contract of hiring, he would be liable to an action under the will; for the reason that it makes no difference whether he demands something from the tenant, or retains possession of it, as the entire lease is held to have been bequeathed.

17Ia­vo­le­nus li­bro se­cun­do La­beo­nis pos­te­rio­rum. re­li­qua quo­que: in iu­di­cio lo­ca­tio­nis venire.

17Javolenus, On the Last Works of Labeo, Book II. Any balance due on the lease is also included in the legacy.

18Pau­lus li­bro no­no ad Plau­tium. Cas­sius. et­iam si ha­bi­ta­tio eo mo­do le­ga­ta es­set, gra­tui­tam ha­bi­ta­tio­nem he­res prae­sta­re de­be­ret. et prae­ter­ea pla­cuit age­re pos­se co­lo­num cum he­rede ex tes­ta­men­to, ut li­be­re­tur con­duc­tio­ne: quod rec­tis­si­me di­ci­tur.

18Paulus, On Plautius, Book IX. Cassius: Even if a lodging has been bequeathed in this way, the heir will be obliged to furnish it gratuitously; and moreover, it has been decided that the tenant can bring an action based on the will against the heir, in order to be relieved of liability under his lease; which opinion is perfectly correct.

19Mo­des­ti­nus li­bro no­no re­gu­la­rum. Cum ita tes­te­mur: ‘he­res meus dam­nas es­to li­be­ra­re il­lum, quod is neg­otia mea ges­sit, et si quid eum mi­hi da­re fa­ce­re opor­tet, ab eo non ex­ige­re’, dam­na­tur he­res nec cre­di­tas ab eo quo­que pe­cu­nias ex­iget. in si­mi­li au­tem le­ga­to vix est, ut de eo quo­que le­gan­do pa­ter fa­mi­lias sen­se­rit, quod ser­vis eius pe­cu­lii no­mi­ne de­be­tur.

19Modestinus, Rules, Book IX. If we make a bequest as follows, “Let my heir be charged to release from liability So-and-So, who has transacted my business, and not to exact anything from him which he may be obliged to pay to, or do for me,” the heir will be charged not to collect any money from the legatee which has been lent to him. It is, however, hardly credible that, by a legacy of this kind, the testator intended there should also be bequeathed to the legatee whatever was due from him to his slaves as their peculium.

20Idem li­bro de­ci­mo re­spon­so­rum. ‘Aure­lio Sem­pro­nio fra­tri meo. ne­mi­nem mo­les­ta­ri vo­lo no­mi­ne de­bi­ti ne­que ex­ige­re ali­quid ab eo, quam­diu vi­ve­ret, ne­que de sor­te aut usu­rae no­mi­ne de­bi­ti: et ab­sol­vo ei et li­be­ro ex pig­no­ri­bus eius do­mum et pos­ses­sio­nem Ca­per­la­tam’. Mo­des­ti­nus re­spon­dit ip­sum de­bi­to­rem, si con­ve­nia­tur, ex­cep­tio­ne tu­tum es­se: di­ver­sum in per­so­na he­redis eius. 1Gaius Se­ius cum ad­ole­vis­set, ac­ce­pit cu­ra­to­res Pu­blium Mae­vium et Lu­cium Sem­pro­nium. sed enim idem Gaius Se­ius in­tra le­gi­ti­mam ae­ta­tem con­sti­tu­tus cum in fa­tum con­ce­de­ret, tes­ta­men­to suo de cu­ra­to­ri­bus suis ita ca­vit: ‘quaes­tio­nem cu­ra­to­ri­bus meis ne­mo fa­ciat: rem enim ip­se trac­ta­vi’. quae­ro, an ra­tio­nem cu­rae he­redes ad­ul­ti a cu­ra­to­ri­bus pe­te­re pos­sint, cum de­func­tus, ut ex ver­bis tes­ta­men­ti ap­pa­ret, con­fes­sus sit se om­nem rem suam ad­mi­nis­tras­se. Mo­des­ti­nus re­spon­dit, si quid do­lo cu­ra­to­res fe­ce­runt aut si quae res tes­ta­to­ris pe­nes eos sunt, eo no­mi­ne con­ve­ni­ri eos pos­se.

20The Same, Opinions, Book X. “To my brother Aurelius Sempronius. I do not desire that any of my debtors shall be annoyed on account of their obligations, nor that anything, either principal or interest, shall be collected from them as long as they live; and I return, free from liability and released from pledge, the house and the Carpathian land to the party interested in the same.” Modestinus gives it as his opinion that if the debtor himself should be sued, he will be protected by an exception, but that this will not be the case so far as his heir is concerned. 1When Gaius Seius was growing up, he received Publius Mævius and Lucius Sempronius as his guardians. While still under lawful age, the said Gaius Seius, being about to die, made the following provision in his will with reference to his curators: “Let no one raise any question concerning my curators, for I myself have transacted my business.” I ask whether the heirs of the minor can demand an accounting for the curatorship from the curators, since the deceased, as is apparent from the terms of his will, acknowledged that he had attended to all of his business himself. Modestinus was of the opinion that if the curators had committed any fraudulent act, or if any of the property of the testator was in their hands, suit could be brought against them on this ground.

21Te­ren­tius Cle­mens li­bro duo­de­ci­mo ad le­gem Iu­liam et Pa­piam. Si id quod mi­hi de­be­res vel ti­bi vel alii le­ga­ve­ro id­que mi­hi sol­ve­ris vel qua­li­bet alia ra­tio­ne li­be­ra­tus a me fue­ris, ex­stin­gui­tur le­ga­tum. 1Un­de Iu­lia­no pla­cuit et si de­bi­to­ri he­res ex­sti­te­rit cre­di­tor post­ea­que ip­se cre­di­tor de­ces­se­rit, le­ga­tum ex­tin­gui: et hoc ve­rum est, quia con­fu­sio­ne per­in­de ex­stin­gui­tur ob­li­ga­tio ac so­lu­tio­ne. 2Sed si sub con­di­cio­ne da­to le­ga­to he­res prae­oc­cu­pa­ve­rit et ex­ege­rit de­bi­tum, aliud di­ci opor­tet, quia in ar­bi­trio he­redis es­se non de­bet, ut quan­do­que con­di­cio­ne ex­is­ten­te ne­que ip­si le­ga­ta­rio de­bea­tur le­ga­tum, si tum vi­vat et ca­pe­re pos­sit, ne­que ei, ad quem hoc com­mo­dum per­ve­nit, si le­ga­ta­rius ca­pe­re non pos­sit.

21Terentius Clemens, On the Lex Julia et Papia, Book XI. If I should bequeath anything which you owe me, either to yourself or to a third party, and you should pay it to me, or be released by me for any other reason, the legacy will be extinguished. 1Hence, it was held by Julianus that, even if a creditor should become the heir of his debtor and should afterwards die, the legacy will be extinguished; and this is correct, because an obligation is, as it were, extinguished by confusion, just as it is by payment. 2Where, however, a legacy is bequeathed under some condition, and the heir comes in beforehand and collects the debt, another opinion must be rendered; because, while the condition is still pending, the prevention of the payment of the legacy to the legatee, if he is still living and entitled to receive it, does not depend upon the inclination of the heir, nor, if the legatee should not be legally capable of taking it, can the heir prevent the party entitled to the benefit of the legacy from obtaining the same.

22Pa­pi­nia­nus li­bro no­no de­ci­mo quaes­tio­num. ‘Quod mi­hi Sem­pro­nius de­bet, pe­ti no­lo’: non tan­tum ex­cep­tio­nem ha­be­re de­bi­to­rem, sed et fi­dei­com­mis­sum ut li­be­re­tur pe­te­re pos­se re­spon­sum est.

22Papinianus, Questions, Book XIX. “I do not wish anything that Sempronius owes me to be collected.” It was decided that the debtor, in order to compel his release, was not only entitled to an exception, but also to an action under the will.

23Idem li­bro sep­ti­mo re­spon­so­rum. Pro­cu­ra­tor, a quo ra­tio­nem he­res ex­ige­re pro­hi­bi­tus eo­que no­mi­ne pro­cu­ra­to­rem li­be­ra­re dam­na­tus est, pe­cu­niam ab ar­gen­ta­rio de­bi­tam ex con­trac­tu, quem ut pro­cu­ra­tor fe­cit, iu­re man­da­ti co­ge­tur re­sti­tue­re vel ac­tio­nes prae­sta­re.

23The Same, Opinions, Book VII. An agent from whom the heir was forbidden to require an accounting, and whom he was also charged to release from all liability for any act performed in that capacity, can still be required, by an action on mandate, to pay to the heirs all the money that may be due to him from a banker under a contract which he entered into as an agent, or to assign his rights of action against the said banker.

24Idem li­bro oc­ta­vo re­spon­so­rum. Cum he­res ro­ga­tur de­bi­to­rem suum li­be­ra­re, de eo tan­tum co­gi­ta­tum vi­de­tur, quod in ob­li­ga­tio­ne man­se­rit: ita­que si quid an­te ta­bu­las aper­tas fue­rit so­lu­tum, ad cau­sam fi­dei­com­mis­si non per­ti­ne­bit. quod au­tem post ta­bu­las aper­tas an­te ad­itam he­redi­ta­tem ab eo, qui vo­lun­ta­tem de­func­ti non igno­ra­vit, fue­rit ex­ac­tum, do­lo pro­xi­mum erit id­eo­que re­pe­ti pot­est.

24The Same, Opinions, Book VIII. Where an heir is requested to release his debtor, it is held that this only applies to what remains due on the obligation. Therefore, where any of the debt was paid before the will was opened, it will not be included in the trust. But if, after the will has been opened, and before the estate has been entered upon by the heir, who was aware of the intention of the deceased, payment of what is owing should be required, this will closely resemble fraud, and hence the amount can be recovered by the legatee.

25Pau­lus li­bro de­ci­mo quaes­tio­num. Le­ga­vi Ti­tio quod mi­hi de­be­tur vel ad­iec­ta cer­ta quan­ti­ta­te si­ve spe­cie vel non ad­iec­ta, aut ex con­tra­rio ae­que cum di­stinc­tio­ne, vel­uti ‘Ti­tio quod ei de­beo’ vel ita ‘Ti­tio cen­tum quae ei de­beo’: quae­ro, an per om­nia re­qui­ren­dum pu­tes, an de­bi­tum sit. et ple­nius ro­go quae ad haec spec­tant at­tin­gas: cot­ti­dia­na enim sunt. re­spon­di: si is, cui Ti­tius de­be­bat, de­bi­tum ei re­mit­te­re vo­luit, ni­hil in­ter­est, he­redem suum ius­sit ut eum li­be­ra­ret an pro­hi­beat eum ex­ige­re: utro­que enim mo­do li­be­ran­dus est de­bi­tor et utro­que ca­su com­pe­tit ul­tro ad li­be­ran­dum de­bi­to­ri ac­tio. quod si et­iam cen­tum au­reo­rum vel fun­di de­bi­ti men­tio­nem fe­cit, si qui­dem de­bi­tor fuis­se pro­be­tur, li­be­ran­dus est: quod si ni­hil de­beat, pot­erit di­ci qua­si fal­sa de­mons­tra­tio­ne ad­iec­ta et­iam pe­ti quod com­pre­hen­sum est pos­se. sed pot­erit hoc di­ci si ita le­ga­vit: ‘cen­tum au­reos, quos mi­hi de­bet’ vel ‘Sti­chum, quem de­bet, he­res meus dam­nas es­to non pe­te­re’. quod si sic di­xit: ‘he­res meus cen­tum au­reos, quos mi­hi Ti­tius de­bet, dam­nas es­to ei da­re’, et­iam il­lud temp­ta­ri pot­erit, ut pe­te­re pos­sit qua­si fal­sa de­mons­tra­tio­ne ad­iec­ta: quod mi­hi ne­qua­quam pla­cet, cum dan­di ver­bum ad de­bi­tum re­fer­re se tes­ta­tor ex­is­ti­ma­ve­rit. con­tra au­tem si de­bi­tor cre­di­to­ri le­get, nul­lam uti­li­ta­tem vi­deo, si si­ne quan­ti­ta­te le­get. sed et si id de­mons­tret, quod de­be­re se con­fi­te­tur, nul­la uti­li­tas est ni­si in his spe­cie­bus, in qui­bus emo­lu­men­tum de­bi­ti am­plia­tur. quod si cen­tum au­reos, quos se de­be­re di­xit, le­ga­vit, si qui­dem de­bet, in­uti­le est le­ga­tum, quod si non fuit de­bi­tor, pla­cuit uti­le es­se le­ga­tum: cer­ta enim num­mo­rum quan­ti­tas si­mi­lis est Sti­cho le­ga­to cum de­mons­tra­tio­ne fal­sa: id­que et di­vus Pius re­scrip­sit cer­ta pe­cu­nia do­tis ac­cep­tae no­mi­ne le­ga­ta.

25Ad Dig. 34,3,25Windscheid: Lehrbuch des Pandektenrechts, 7. Aufl. 1891, Bd. III, § 657, Note 11.Paulus, Questions, Book X. Where I bequeathed to Titius what he owed me, either stating or not stating the amount, or, on the other hand, where I make a bequest with a difference, as for instance: “I leave to Titius what I owe him,” or “I leave to Titius a hundred aurei, which I owe him;” I ask if you think that it should, by all means, be ascertained whether anything is really due; and I furthermore request you to inform me in what way you interpret these matters, which are of every day occurrence. I answered that if the party to whom Titius is indebted wishes to release the debt, it makes no difference whether he directs his heir to discharge him from liability, or forbids him to collect the debt; for, in either instance, the debtor should be released, and in both cases an action will lie in favor of the debtor against the heir, for the purpose of procuring his release. If the testator mentioned the sum of a hundred aurei, or a certain tract of land as being due, and it can be proved that the legatee was the debtor, he should be released. If, however, he does not owe anything, as a false statement has been made, it may be said that he can also bring an action to recover what is embraced in the legacy. This principle also applies where the bequest was as follows: “Let my heir be charged not to collect the hundred aurei which he owes me,” or “Stichus whom he owes me.” If, however, he had said, “Let my heir be charged to give to Titius the hundred aurei which he owes me,” it may be maintained that he can claim them, although the statement is untrue. However, I by no means agree to this, as the testator must have thought that the word “give” had reference to the debt. On the other hand, if the debtor makes a bequest to his creditor, I do not see that the legacy has any validity, if the amount is not stated. But if he should mention the sum which he acknowledges that he owes, the legacy will not be valid except in those instances where its payment will be more advantageous than that of the debt. For if the debtor should bequeath a hundred aurei, which he says that he owes, and he does owe them, the legacy is void. If, however, he should not owe them, it has been held that the legacy is valid; for, where a certain sum of money is mentioned, the case is similar to that where Stichus was bequeathed under a false statement. This rule the Divine Pius stated in a Rescript, where a certain sum of money was bequeathed as having been received by way of dowry.

26Scae­vo­la li­bro quar­to re­spon­so­rum. Tu­tor de­ce­dens aliis he­redi­bus scrip­tis pu­pil­lo suo, cu­ius tu­te­lam ges­sit, ter­tiam par­tem bo­no­rum da­ri vo­luit, si he­redi­bus suis tu­te­lae cau­sa con­tro­ver­siam non fe­ce­rit, sed eo no­mi­ne om­nes li­be­ra­ve­rit: pu­pil­lus le­ga­tum prae­tu­lit et post­ea ni­hi­lo mi­nus pe­tit quid­quid ex dis­trac­tio­ne alia­ve cau­sa ad tu­to­rem suum ex tu­te­la per­ve­ne­rit: quae­ro, an ver­bis tes­ta­men­ti ab his ex­ac­tio­ni­bus ex­clu­da­tur. re­spon­dit, si prius, quam con­di­cio­ni pa­re­ret, fi­dei­com­mis­sum per­ce­pis­set et per­ge­ret pe­te­re id, in quo con­tra con­di­cio­nem fa­ce­ret, do­li ma­li ex­cep­tio­nem ob­sta­tu­ram: ni­si pa­ra­tus es­set, quod ex cau­sa fi­dei­com­mis­si per­ce­pis­set, red­de­re: quod ei ae­ta­tis be­ne­fi­cio in­dul­gen­dum est.

26Scævola, Opinions, Book IV. A guardian having appointed certain heirs at the time of his death, desired to give to his ward, whose guardianship he had administered, the third part of his estate, provided he did not raise any controversy with his heirs on account of the guardianship, but released them all from liability with reference to the same. The ward obtained the legacy, and, nevertheless, afterwards demanded of the heirs everything which had come into the hands of his guardian from the sale of property, or from any other source connected with the guardianship. I ask whether, by the terms of the will, he should be excluded from bringing actions of this kind. The answer was that, if he received the benefit of the trust before complying with the condition imposed, and then proceeded to make the claim contrary to the terms of the legacy, an exception on the ground of bad faith could be interposed against him by the heirs, unless he was ready to return what he had received from the trust, which had been granted him as a favor on account of his age.

27Try­pho­ni­nus li­bro oc­ta­vo dis­pu­ta­tio­num. Vi­dea­mus, si ei, cum quo de pe­cu­lio ac­tio erit, li­be­ra­tio tes­ta­men­to le­ga­ta sit, an, si die, quo le­ga­ta ce­de­re so­lent, ni­hil in pe­cu­lio sit, le­ga­ta­rii lo­co ha­be­tur? at­quin non­dum de­bi­tor fuit, nec pro­ce­dit, ut emo­lu­men­tum ali­quid ex le­ga­to ad eum per­ve­niat ni­si prop­ter spem fu­tu­ri pe­cu­lii. num­quid er­go in pen­den­ti sit, an le­ga­ta­rius fue­rit, per­in­de at­que si qua alia cau­sa spem le­ga­ti du­biam fa­ce­ret?

27Tryphoninus, Disputations, Book VIII. Let us see whether a person to whom a release has been granted by a will, and against whom an action on the peculium is pending, shall be considered to occupy the position of a legatee, if, at the time when a legacy usually vests, nothing should be found in the peculium. Even if he is not yet a debtor, it does not follow that he would derive any advantage from the legacy, unless through the hope of some future addition to his peculium. Therefore, will his condition as legatee be in suspense, just as ii would be if, for any reason, he should render the expectation of the legacy doubtful? This is the better opinion.

28Scae­vo­la li­bro sex­to de­ci­mo di­ges­to­rum. Aure­lius Sym­pho­rus fi­de­ius­se­rat pro tu­to­re quo­dam et de­ce­dens eis­dem pu­pil­lis le­ga­vit in haec ver­ba: ‘Arel­lio La­ti­no et Arel­lio Fe­li­ci sin­gu­lis qui­na, cum quis eo­rum quat­tuor­de­cim an­no­rum fue­rit: ad quod tem­pus prae­sta­ri eis vo­lo sin­gu­lis ali­men­to­rum no­mi­ne mens­truos de­na­rios se­nos et ves­tia­rii no­mi­ne an­nuos de­na­rios vi­gin­ti quin­que. quo le­ga­to con­ten­ti es­se de­be­tis, quan­do tu­te­la ves­tra non mi­ni­mo dam­no ra­tio­nem meam ad­fli­xe­rit. a vo­bis au­tem, he­redes mei, pe­to, ne quid ex ra­tio­ne tu­te­lae ab his ex­ige­re vel ab hoc le­ga­to eo­rum re­ti­ne­re ve­li­tis’. quae­si­tum est, si he­res eius ex cau­sa fi­de­ius­sio­nis ali­quid prae­sti­te­rit, an he­rede fi­lio­rum eius, pro quo fi­de­ius­se­rat, re­pe­te­re pos­sit. re­spon­dit ver­bis quae pro­po­ne­ren­tur id so­lum vi­de­ri he­redum fi­dei com­mis­sum, ne ex­ige­rent, quod ex ra­tio­ne tu­te­lae, quam ip­se Sym­pho­rus ad­mi­nis­tra­ve­rat, ab Arel­liis si­bi de­be­re­tur. 1Tes­ta­men­to fac­to de­bi­to­ri­bus li­be­ra­tio­nem re­li­que­rat, post in­ci­so li­no et re­co­gni­to tes­ta­men­to aliud tes­ta­men­tum fe­cit, in quo re­pe­tit le­ga­tum his ver­bis: ‘qui­bus­que le­ga­ta in eo tes­ta­men­to quod in­ci­de­ram de­di, om­nia ra­ta es­se et quae­quae scrip­ta sunt vo­lo’. quae­si­tum est, ad­ita ex se­quen­ti tes­ta­men­to he­redi­ta­te an de­bi­to­res, qui­bus prio­ri tes­ta­men­to li­be­ra­tio re­lic­ta erat, con­se­qui pos­sint, ut et­iam eius quan­ti­ta­tis no­mi­ne, quam post prius tes­ta­men­tum de­be­re coe­pe­rant, li­be­ra­ren­tur, et si ab his he­redes pe­te­re coe­pe­rint, an do­li ma­li ex­cep­tio­ne sum­mo­ve­ren­tur. re­spon­dit non li­be­ra­ri. 2Ti­tius Se­io de­bi­to­ri suo ita le­ga­vit: ‘do le­go Se­io de­na­rios de­cem: item do­no il­li, quid­quid sor­tis et usu­ra­rum no­mi­ne mi­hi de­be­bat’. prae­ter­ea ge­ne­ra­li­ter dam­na­vit he­redes fi­dei­que eo­rum com­mi­sit, uti da­rent re­sti­tue­rent uni­cui­que, quid­quid ei le­gas­set. post­ea Se­ius aliam prae­ter­ea pe­cu­niam a Ti­tio mu­tua­tus est. quae­ro, an haec quo­que pe­cu­nia, quae post tes­ta­men­tum fac­tum da­ta es­set Se­io, le­ga­ta in­tel­le­gi­tur. re­spon­dit, cum in prae­ter­itum tem­pus ver­ba col­la­ta pro­po­ne­ren­tur, non es­se pos­te­rius cre­den­dum le­ga­tum. 3Ti­tius tes­ta­men­to fac­to et fi­liis he­redi­bus in­sti­tu­tis de pa­tre tu­to­re suo quon­dam fac­to ita lo­cu­tus est: ‘Se­ium pa­trem meum li­be­ra­tum es­se vo­lo ab ac­tio­ne tu­te­lae’. quae­ro, haec ver­ba qua­te­nus ac­ci­pi de­bent, id est an pe­cu­nias, quas vel ex ven­di­tio­ni­bus re­rum fac­tis aut ex no­mi­ni­bus ex­ac­tis in suos usus con­ver­tit vel no­mi­ne suo fae­ne­ra­vit, fi­liis et he­redi­bus tes­ta­to­ris ne­po­ti­bus suis de­beat red­de­re. re­spon­dit eum, cu­ius no­tio est, aes­ti­ma­tu­rum. prae­sump­tio enim prop­ter na­tu­ra­lem af­fec­tum fa­cit om­nia pa­tri vi­de­ri con­ces­sa, ni­si aliud sen­sis­se tes­ta­to­rem ab he­redi­bus eius ap­pro­be­tur. 4Mae­via tes­ta­men­to suo al­te­rum ex he­redi­bus suis ac­tio­ne tu­te­lae vo­luit li­be­ra­ri his ver­bis: ‘ra­tio­nem tu­te­lae, quam egit Iu­lius Pau­lus cum An­ti­stio Ci­ce­ro­ne, pos­ci ab eo no­lo eo­que no­mi­ne cau­sa om­ni li­be­ra­tum es­se vo­lo’: quae­ro, an, si qua pe­cu­nia ex tu­te­la apud eum re­man­sit, pe­ti ab eo pos­sit. re­spon­dit ni­hil pro­po­ni, cur pe­cu­nia, quae pu­pil­lae est et apud tu­to­rem po­si­ta ma­ne­ret, le­ga­ta vi­de­re­tur. 5Tes­ta­men­to ita scrip­se­rat: ‘Ti­tio ad­fi­ni meo, quid­quid mi­hi qua­cum­que ex cau­sa de­be­bat, re­mit­ti vo­lo eo­que am­plius de­cem do’: co­di­cil­lis ita scrip­sit: ‘Ti­tio hoc am­plius ad­fi­ni et de­bi­to­ri meo usu­ram pe­cu­niae, quam mi­hi de­bet, ab he­rede meo do­nec ad­vi­vet: quod si ex­ige­re ul­tra vo­lun­ta­tem meam pu­ta­ve­rit, eius sor­tis usu­ram ei­dem Ti­tio ab he­redi­bus meis do­nec vi­vit prae­sta­ri vo­lo’. quae­si­tum est, cum au­gen­di po­tius quam mi­nuen­di tes­ta­tor vo­lun­ta­tem ha­bue­rit, an he­redes ex cau­sa fi­dei­com­mis­si Ti­tio te­nean­tur, ut eum om­ni de­bi­to li­be­rent. re­spon­dit se­cun­dum ea quae pro­po­ne­ren­tur vi­de­ri mi­nu­tum le­ga­tum, quod pri­mo de­de­rat. 6Le­ga­tum est tes­ta­men­to hoc mo­do: ‘Se­io con­ce­di vo­lo, quid­quid mi­hi ab eo de­bi­tum est vel fi­dem meam pro eo ob­li­ga­vi’: quae­ro, utrum id so­lum, quod tes­ta­men­ti fac­ti tem­po­re de­be­ba­tur, le­ga­tum sit, an et­iam, si quid ex ea sum­ma usu­ra­rum no­mi­ne post­ea ac­ces­sit, le­ga­to ce­dat. re­spon­dit vi­de­ri om­nem ob­li­ga­tio­nem eius de­bi­ti per fi­dei­com­mis­sum sol­vi vo­luis­se. 7Sti­cho tes­ta­men­to ma­nu­mis­so fun­dum in­struc­tum et alia le­ga­vit et haec ver­ba ad­ie­cit: ‘quem ra­tio­nem red­de­re ve­to, quia in­stru­men­ta pe­nes se ha­bet’: quae­si­tum est, an Sti­chus re­li­qua, quae ex ad­mi­nis­tra­tio­ne ac­tus de­bue­rat, red­de­re de­bue­rit. re­spon­di Sti­chum eo no­mi­ne non te­ne­ri. Claudius: ne­mo enim ex ser­vi­tu­tis ac­tu post li­ber­ta­tem te­ne­tur et con­sul­ta­tio ad ius de­bi­ti re­la­ta fue­rat: re­ti­ne­ri er­go re­li­qua pos­sunt cum pe­cu­lio aut ex eo de­du­ci, si le­ga­tum est. 8‘Cen­tum, quae apud Apro­nia­num de­po­si­ta ha­beo, apud ip­sum es­se vo­lo, do­nec fi­lius meus ad an­nos vi­gin­ti per­ve­ne­rit, eius­que pe­cu­niae usu­ram ex­igi ve­to’. quae­si­tum est, an ex cau­sa fi­dei­com­mis­si Apro­nia­nus con­se­qui pos­sit, ne an­te tem­pus a tes­ta­to­re prae­scrip­tum ea sum­ma ab eo ex­iga­tur. re­spon­dit se­cun­dum ea quae pro­po­ne­ren­tur con­se­qui pos­se. 9Fi­lias he­redes scrip­se­rat, qua­rum fi­dei com­mi­sit in haec ver­ba: ‘ne a Gaio Se­io ra­tio­nes ac­tus rei meae, quae per men­sam eius si­ve ex­tra men­sam in diem mor­tis meae ges­ta est, ex­iga­tis eo­que no­mi­ne eum li­be­re­tis’. quae­si­tum est, cum uni­ver­sas ra­tio­nes in diem mor­tis is­te ad­mi­nis­tra­ve­rit et per men­sam suam et quae ex­tra ad­mi­nis­tra­ban­tur, an ad ra­tio­nes red­den­das he­redi­bus te­n­ea­tur. re­spon­dit li­be­ra­tio­nem qui­dem se­cun­dum ea quae pro­po­ne­ren­tur le­ga­tam es­se, sed qua­te­nus prae­stan­da sit, ex qua­li­ta­te dis­cep­ta­tio­nis iu­di­cem aes­ti­ma­tu­rum. 10Eum, qui tu­te­lam ip­sius ad­mi­nis­tra­ve­rat, et fra­trem suum et alios quos­dam scrip­sit he­redes et tu­to­ri le­ga­vit, quae im­pen­de­rat in se et fra­trem ip­sius, de­cem: quae­si­tum est, an uti­le es­set in per­so­na eius fi­dei­com­mis­sum. re­spon­dit, si id de­de­rit per fi­dei­com­mis­sum quod de­be­ba­tur, pe­ti non pos­se. 11Idem quae­siit, si in tu­to­ris per­so­na in­uti­le es­set, an in per­so­na fra­tris uti­le vi­de­re­tur, quon­iam il­li pro­fi­ce­ret, cu­ius et ip­sius tu­te­lam ad­mi­nis­tras­set. re­spon­dit fra­tri uti­li­ter es­se le­ga­tum, cum suo de­bi­to li­be­re­tur. 12Idem quae­siit, si tu­tor am­plec­te­re­tur fi­dei­com­mis­sum ita, ut qui­bus­dam sta­ri vel­let ver­bis tes­ta­men­ti, in qui­bus­dam au­tem re­ce­dat, quod mi­no­rem quan­ti­ta­tem sump­tuum di­cat fi­dei­com­mis­so con­ti­ne­ri quam ip­se ero­ga­ve­rat, an au­di­ri de­be­ret. re­spon­dit non im­pe­di­ri eum scrip­tu­ra tes­ta­men­ti, quo mi­nus om­ne, quod si­bi de­be­ri pro­bas­set, pe­te­re pos­set. 13Qui­dam ita le­ga­vit: ‘Sem­pro­niae uxo­ri meae red­di iu­beo ab he­redi­bus meis quin­qua­gin­ta ea, quae mu­tua ac­ce­pe­ram chi­ro­gra­pho par­ti­cu­la­tim in neg­otia mea’: quae­si­tum est, an, si ve­re uxo­ris de­bi­tor fue­rit, fi­dei­com­mis­sum con­sti­te­rit. re­spon­dit, si de­bi­ta fuis­sent, nul­lum es­se fi­dei­com­mis­sum. 14Idem quae­siit, an, si hanc pe­cu­niam ut de­bi­tam apud iu­di­cem pe­tie­rit et vic­ta fue­rit, an fi­dei­com­mis­sum pe­ti pos­sit. re­spon­dit se­cun­dum ea quae pro­po­nun­tur pos­se ex cau­sa fi­dei­com­mis­si pe­ti, quod ap­pa­ruis­set non fuis­se ex alia cau­sa de­bi­tum.

28Scævola, Digest, Book XVI. Aurelius Symphorus became surety for a certain guardian, and at his death made a bequest to the wards of the latter as follows: “I bequeath five aurei to Arellius Latinus and Arellius Felix, individually, when they shall have attained the age of fourteen years, at which time I desire to be paid to each one of them six denarii every month for their support, and twenty-five denarii every year for their clothing, with which legacy they must be content, since their guardianship has caused me no small amount of annoyance. I also charge my heirs to collect nothing from them on account of the guardianship, nor to retain anything by reason of this legacy.” The question arose, if the said heirs had paid out anything on account of the suretyship, whether they could recover it from the heir of the children, or the party for whom the testator had become surety. The answer was that, in accordance with the facts stated, the heirs of the latter appeared to have been solely charged not to claim anything on account of the guardianship which Symphorus had administered, and which might be due from the wards named Arellius. 1A man, having made a will, bequeathed a release to his debtors, and then having unsealed the will and reread it, he executed another in which he repeated the legacy as follows: “I confirm every bequest made in a will which I unsealed, and everything that is written therein.” After the estate had been entered upon under the second will, the question arose whether the debtors who had been released by the first will could demand to be discharged from liability for the sums of money for which they had become indebted after the making of the first will; and if the heirs brought an action against them, whether they could be barred by an exception on the ground of bad faith. The answer was that they would not be released. 2Titius made the following bequest to his debtor Seius: “I give and bequeath ten denarii to Seius. I also give five to him, in addition to this, all that he owes me both principal and interest.” He also, in a general clause, charged his heirs to give and deliver to each one of the legatees what he had left him. Seius afterwards borrowed more money from Titius. I ask whether this money, which was borrowed after the will was made, should also be understood to have been bequeathed to Seius. The answer was that, as the words used by the testator had reference to past time, it should not be held that the last sum borrowed was bequeathed. 3Titius, having made a will and appointed his sons his heirs, expressed himself as follows with reference to his father, who also had formerly been his guardian: “I desire my father Seius to be released from liability to any action on guardianship.” I ask in what way these words should be understood, that is to say, whether they mean that the money which had been obtained from the sale of property or the collection of claims, and which the father had converted to his own use, or lent at interest in his own name, should be paid to the children and heirs of the testator, or to his grandchildren. The answer was that this must be determined by the court having jurisdiction of the case, for the presumption of law is that on account of the natural affection entertained by a son, the father should be released from all liability, unless it can be proved by the heirs of the testator that his intention was otherwise. 4Mævius, in her will, desired one of her heirs to be released from liability to an action on guardianship, in the following words: “I do not wish an account of the guardianship which Julianus Paulus administered with Antistius Cicero, be required of him, and I wish him to be released from all liability on account of the same.” I ask, if any money derived from the guardianship should remain in his hands, whether it can be collected from him. The answer was that there was nothing in the case stated why money which belonged to the ward and remained in the hands of the guardian should be considered to have been bequeathed. 5A testator made the following provision in his will, “I wish my relative Titius to be released from every debt whatsoever that he owes me, and in addition I give him ten aurei;” and he inserted the following in a codicil: “I desire, in addition, my heir to release my relative and debtor, Titius, from the payment of interest on any money which he owed me during his lifetime. If my heir should attempt to collect the said interest from him contrary to my wishes, then I desire the said interest be paid to Titius by my heirs as long as he lives.” As the testator evidently had the intention rather to increase than to diminish the legacy, the question arose whether his heirs would, under the terms of the trust, be liable to Titius to compel them to release him from all indebtedness. The answer was that, in accordance with the facts stated, the legacy which the testator had bequeathed in the first place appeared to have been diminished. 6Where a testamentary bequest was made as follows, “I wish everything that Seius owes me, or for which I have pledged my faith for him, to be given to him,” I ask whether only that which was due at the time when the will was executed was bequeathed, or whether the amount which accrued afterwards by way of interest, was included in the legacy. The answer was that the testator intended that every obligation of the debtor should be cancelled by the trust. 7Stichus, having been manumitted by will, the testator left him a tract of land with all its equipment, together with other property, and added the following: “I forbid any account to be rendered by him, because he has the records in his possession.” The question arose whether Stichus would be obliged to pay over any sum of money remaining in his hands from the administration of his stewardship. I answered that Stichus was not liable on that ground. Claudius: No one, after his manumission, is liable for any act committed by him during servitude, and advice has been taken with reference to ascertaining the law as to what is due. Hence the heirs can retain the balance remaining in their hands, along with the peculium, or it can be deducted from the peculium if the latter is bequeathed. 8“I desire the hundred aurei which I deposited with Apronianus to remain in his hands until my son reaches the age of twenty years, and I forbid any interest on said money to be collected from him.” The question arose whether Apronianus could, under the terms of the trust, maintain that the aforesaid sum was not collected from him before the time prescribed by the testator. The answer was that, according to the facts stated, he could assert such a claim. 9A testator appointed his daughters his heirs, and charged them with a trust as follows: “My daughters, do not require Gaius Seius to render any account for the administration of my property, which he has managed in his bank, or out of it, up to the time of my death, and release him from all liability with reference thereto.” As the said Gaius Seius had charge of all the property of the testator at the time of his death, and had invested the same in his bank, and out of it, the question arose whether he would be compelled to render an account thereof to the heirs of the testator. The answer was that, in accordance with the facts stated, a release had been bequeathed, but the court must decide what was to be done under the circumstances. 10A testator appointed, as his heir, his former guardian, together with his own brother and certain other persons, and bequeathed to his said guardian ten aurei, which the latter had expended on his account and on that of his brother. The question arose whether the trust was valid, so far as the guardian was concerned. The answer was that, if the testator had left the amount which was due under a trust, the execution of the trust could not be demanded. 11The inquiry was also made if the bequest should prove to be void, so far as the guardian was concerned, whether it would be valid with reference to the brother of the testator; since it was for his benefit, as well as for that of the party who had administered his guardianship, also. The answer was that the legacy was valid so far as the brother was concerned, as he was released from his debt. 12The question also was asked whether the guardian should be heard if he agreed to accept the trust, provided that certain clauses of the will were allowed to stand, and others were rejected, alleging, as a reason, that the amount specified in the trust was less than he had advanced for expenses. The answer was that he was not prevented by the terms of the will from claiming everything which he could prove was due to him. 13A testator made the following bequest: “I direct the sum of fifty aurei, which I have borrowed from my wife on a note to be used in my business, to be paid to her by my heirs.” The question arose whether the trust would stand if the husband should prove to be actually the debtor of his wife. The answer was that if the indebtedness existed the trust would be void. 14The question also was asked whether the execution of the trust could be demanded, if the wife, having brought suit to collect the money due, should lose the case. The answer was that, according to the facts stated, she could demand the execution of the trust, because it was apparent that the debt was not due on any other ground.

29Pau­lus li­bro sex­to ad le­gem Iu­liam et Pa­piam. Si is, qui duos reos pro­mit­ten­di ha­bet, dam­na­ve­rit he­redem, ut utros­que li­be­ret, si al­ter ex his ca­pe­re non pos­sit nec so­cii sint, dele­ga­ri de­be­bit is qui ni­hil ca­pit ei cui hoc com­mo­dum le­ge com­pe­tit: cu­ius pe­ti­tio­ne utrum­que ac­ci­dit, ut et hoc com­mo­dum ad eum per­ve­niat et is qui ca­pit li­be­re­tur. quod si so­cii sint, prop­ter eum qui ca­pax est et il­le ca­pit per con­se­quen­tias li­be­ra­to il­lo per ac­cep­ti­la­tio­nem: id enim eve­ni­ret, et­iam­si so­lum ca­pa­cem li­be­ra­re ius­sus es­set.

29Paulus, On the Lex Julia et Papia, Book VI. Where a testator has two principal debtors, and charges his heir to release both of them, and one of them is not capable of receiving a legacy, and they are not partners; the heir should transfer his right of action from the debtor who cannot take the legacy to the one upon whom the law does confer this benefit, and by this proceeding two things will happen, that is, the one who cannot receive the legacy will participate in the benefit, and the one who can receive it, will be released. If, however, the debtors are partners, the one who is incapacitated will necessarily profit through the other who can receive the legacy, and he will be released by means of a receipt; for the same thing will happen even if the testator had directed that the only one entitled to take under the will should be released.

30Idem li­bro de­ci­mo quaes­tio­num. Pe­ti­tor vel pos­ses­sor dam­na­vit he­redem suum, ne cen­tum­vi­ra­le iu­di­cium ex­er­ceat: de ef­fec­tu le­ga­ti quae­ri­tur. et dic­tum ita de­mum uti­le vi­de­ri le­ga­tum es­se, si ma­lam cau­sam ad­ver­sa­rius tes­ta­to­ris ha­buit, ut li­ti­gan­te he­rede vin­ci de­bue­rit: tunc enim non tan­tum li­tis emo­lu­men­tum, sed et­iam sump­tus he­res le­ga­ta­rio prae­sta­re co­gi­tur. nam in bo­na cau­sa ni­hil vi­de­tur es­se in le­ga­to nec prop­ter sump­tus, quod qui­dam ex­is­ti­ma­ve­runt.

30The Same, Questions, Book X. The plaintiff or the defendant, having charged his heir not to take judgment in the Court of the Centumvirs, the question arose as to the effect of this on the legacy. It was decided that the latter was only valid where the adversary of the testator had a bad case, so that he would be beaten in a contest with the heir; for then the heir would not only be obliged to surrender the property which was the subject of the suit, but also to pay all the expenses of litigation to the legatee. But if he had a good case, there does not seem to be anything in the legacy, not even the expenses, as some authorities have held.

31Scae­vo­la li­bro ter­tio re­spon­so­rum. Cre­di­tor de­bi­to­ri le­ga­vit ita: ‘Gaio Se­io, quid­quid mi­hi sub pig­no­re hor­to­rum suo­rum de­buit, ab he­redi­bus meis da­ri vo­lo’: quae­ro, cum tes­ta­tor vi­vus a Se­io ali­quid re­ce­pit, an id ex cau­sa le­ga­ti pe­ti pos­sit. re­spon­dit se­cun­dum ea quae pro­po­ne­ren­tur non pos­se. idem re­pe­tiit et ait item tes­ta­to­rem an­te fac­tos co­di­cil­los, qui­bus le­ga­vit, pae­ne om­nem pe­cu­niam sor­tis et usu­ra­rum re­ce­pis­se, ita ut mo­di­cum sor­tis et usu­ra­rum de­bea­tur, et quae­siit, an ei re­pe­ti­tio com­pe­te­ret prop­ter ver­ba ad prae­ter­itum re­la­ta ‘quid­quid mi­hi de­buit’. re­spon­dit: prius qui­dem se­cun­dum ea quae pro­po­ne­ren­tur rec­te re­spon­sum est, ve­rum pos­te­rius prop­ter ea, quae in tem­po­re ad­de­ren­tur, ita ab iu­di­ce aes­ti­man­dum, ut in­spi­ce­ret, ob­li­vio­ne pe­cu­niae so­lu­tae, aut quod eo in­scio nu­me­ra­ta es­set, id fe­cis­set, an con­sul­to, quod quan­ti­ta­tem quon­dam de­bi­tam, non ius li­be­ra­tio­nis da­re vo­luis­set. 1In­ter ce­te­ra li­ber­to ita le­ga­vit: ‘et si quid me vi­vo ges­sit, ra­tio­nes ab eo ex­igi ve­to’. quae­ri­tur, an char­tas, in qui­bus ra­tio­nes con­scrip­tae sunt, item re­li­quas se­cun­dum ac­cep­ta et ex­pen­sa he­redi­bus red­de­re de­beat. re­spon­dit ea de qui­bus quae­re­re­tur pos­se he­redem vin­di­ca­re, id au­tem, quod con­ser­vis, qui re­ma­nent in he­redi­ta­te, cre­di­de­rit et in rem do­mi­ni ver­sum es­set, de­sis­se in re­li­quis es­se. 2Ti­tia, quae duos tu­to­res ha­bue­rat, ita ca­vit: ‘ra­tio­nem tu­te­lae meae, quam egit Pu­blius Mae­vius cum Lu­cio Ti­tio, re­pos­ci ab eo no­lo’: quae­ri­tur, an, si qua pe­cu­nia apud eum ex tu­te­la re­man­sit, pe­ti ab eo pos­sit. re­spon­dit ni­hil pro­po­ni, cur pe­cu­nia, quae pu­pil­lae es­set et apud tu­to­rem re­ma­ne­ret, le­ga­ta vi­de­re­tur. 3Item quae­ri­tur, an con­tu­tor li­be­ra­tus vi­de­tur. re­spon­dit con­tu­to­rem non li­be­ra­ri. 4‘Gaio Se­io op­ti­me me­ri­to hoc am­plius le­go con­ce­di­que vo­lo ne­que ab eo pe­ti ne­que ab he­redi­bus eius, quid­quid mi­hi aut chi­ro­gra­phis aut ra­tio­ni­bus de­bi­tor est vel quid­quid a me mu­tuum ac­ce­pit vel fi­dem meam pro eo ob­li­ga­vi’. quae­ro, utrum id so­lum, quod eo tem­po­re, quo tes­ta­men­tum fie­bat, de­be­ba­tur, le­ga­tum sit an et si quid ex ea sum­ma usu­ra­rum no­mi­ne post­ea ac­ces­sit le­ga­to ce­dat. re­spon­dit se­cun­dum ea quae pro­po­ne­ren­tur vi­de­ri om­nem ob­li­ga­tio­nem Se­io eius de­bi­ti per fi­dei­com­mis­sum sol­vi vo­luis­se. 5Item quae­ri­tur, si post­ea no­va­tio­ne fac­ta et am­plia­ta sum­ma coe­pe­rit de­be­re, an id, quod ex ve­te­re con­trac­tu de­be­ba­tur, ni­hi­lo mi­nus in cau­sa le­ga­ti du­ret et an ve­ro no­va­tio­ne fac­ta qua­si no­vus de­bi­tor am­plia­tae sum­mae pos­sit con­ve­ni­ri. re­spon­dit id dum­ta­xat le­ga­tum vi­de­ri quod tunc de­buis­set, si ta­men man­sit in ea vo­lun­ta­te tes­ta­tor, quae tunc fuis­set.

31Scævola, Opinions, Book III. A creditor made the following bequest to his debtor: “I desire everything due to me from Gaius Seius, and which he has secured by pledging his gardens, to be given to him by my heirs.” If the testator, during his lifetime, had received any payment from Seius, I ask whether this could be claimed as due under the legacy. The answer was that, in accordance with the facts stated, it could not be claimed. The same party again applied for advice, alleging that the testator, before making the codicil by which he left the bequest, had received almost all the principal and interest of the debt, so that but a very small portion of the debt remained, and asked whether he would have a right of action for recovery on account of the clause, “everything due to me which is related to the past.” The answer was that, with reference to the facts stated in the first place, my opinion was correct; but so far as those stated subsequently were concerned, something had been added, and the point must be decided by the court, who should ascertain whether the testator, having forgotten that the money had been paid, had made this provision; or because payment was without his knowledge; or whether he had acted designedly, as he wished that the amount due, rather than the right to demand a release, should be bequeathed. 1A testator, among others, made the following bequest to his freedman: “If he has transacted any business for me during my lifetime, I forbid any accounting to be required of him therefor.” The question arose whether he would be compelled to surrender to the heirs the books in which the accounts were kept, as well as any sums remaining in his hands as shown by the entries of receipts and expenditures. The answer, with reference to the matter in question, was that the heir was also entitled to claim what the steward had lent to his fellow slaves who formed part of the estate, which sums, expended for the benefit of his master, should be deducted from the balance in his hands. 2Titia, who had had two guardians, made the following provision in her will: “I do not wish an account of my guardianship which Publius Mævius and Lucius Titius administered, to be required of the former.” The question arose whether any money remaining in his hands from the administration of the guardianship could be collected from him. The answer was that there was nothing in the case stated to lead to the belief that the money which belonged to the ward, and remained in the hands of the guardian, was bequeathed. 3The question was also asked whether the fellow guardian should also be considered to have been released. The answer was that the fellow guardian was not released. 4“With reference to Gaius Seius, who has been especially deserving, I do not wish that anything he owes me in notes, or on account, or whatever he has borrowed from me, or any obligations I may have contracted for his benefit be required either of him or of his heirs.” I ask whether only the amount of money due at the time when the will was made was bequeathed, or whether any of the interest which had accrued on the said sum afterwards, was included in the legacy. The answer was that, in accordance with the facts stated, it appeared that the testator intended all the obligations of Seius due to himself to be discharged by virtue of the trust. 5It was also asked, after an obligation had been renewed and the amount of the debt increased, whether what was due under the old contract would still be included in the legacy; or where a renewal had been made, and the party having become, as it were, a new debtor, he could be sued for the increased amount. The answer was that only that was considered to have been bequeathed which the party owed at the time, but if the testator still adhered to his original intention, the legacy would include all the indebtedness existing at the time of his death.