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Minimum share

(320 words)

Author(s): Manthe, Ulrich (Passau)
[German version] As wills passing over sons were not admissible in classical Greek law ( diathḗkē B.), the question of minimum share did not arise. Even in Roman law, however, a law of minimum share for close relatives developed only slowly. At the beginning of the development there was the right of mandatory heirs ( Succession, laws of III E) to invalidate the will entirely or receive at least a part of the estate in case they were passed over ( praeteritio ). Against disinheritance ( exheredatio ) the mandatory heirs were powerless. A true right of minimum share did exist for a patronus

Lex Voconia

(324 words)

Author(s): Manthe, Ulrich (Passau)
[German version] A law introduced by the people's tribune Q. Voconius Saxa in 169 BC, which barred testators of the 1st census class (minimum assets of 100,000 as, Gai. Inst. 2,274) from naming a female heir in their will; this did not affect the intestate law of succession of women but following the law ( Voconiana ratione) women also had the intestate law of succession withdrawn from them from the 3rd degree of kinship (Paulus, Sent. 4,8,20). At the same time, the lex Voconia (LV) limited the maximum amount of legacies to half the inheritance (Gai. Inst. 2,226). In practice, …

Inheritance, division of

(147 words)

Author(s): Manthe, Ulrich (Passau)
[German version] Greek law   datetai . In early Roman law, co-heirs formed a joint ownership community ercto non cito (‘without division undertaken’ [2]; each co-heir was authorized to dispose alone over estate property. The division occurred by consent or by the  legis actio per arbitri postulationem (Gai. Inst. 4,17a); the   arbiter divided the individual estate assets and where applicable likewise ordered equalization payments. Since the pre-Classical period, the community of co-heirs was regarded as a community of owners ho…

Praeteritio

(171 words)

Author(s): Manthe, Ulrich (Passau)
[German version] ('passing-over'). According to Roman ius civile, all sui heredes (natural heirs) had to be mentioned in the will, either by being expressly appointed heirs or by being disinherited ( exheredatio ). Sons and postumi (posthumous children) of both genders could be effectively disinherited only when this done by name (nominatim), while for all others (daughters, wife in manu , grandchildren, etc.), disinheriting across the board sufficed ( inter ceteros). Omission ( praeteritio) of sons or postumi rendered the will and all its provisions null and void; if oth…

Sui heredes

(263 words)

Author(s): Manthe, Ulrich (Passau)
[German version] ('house heirs') in Roman law were the offspring subject to the power of the testator who, on his death, immediately became independent ( sui iuris) (Gai. Inst. 3,2-5), i.e. children, grandchildren, whose father predeceased them, etc., the uxor in manu ('wife in the manus', i.e. subject to the legal power of the husband), who was in inheritance law on an equal footing with a daughter of the house ( manus ), also adoptive and posthumous children ( postumus [2]), but not those released by emancipatio or from manus marriages. SH, immediately consequent upon the death of…

Abstentio

(134 words)

Author(s): Manthe, Ulrich (Passau)
[German version] According to Roman law sui heredes acquired the inheritance due to them on succession; if a suus had not yet outwardly shown that he wanted to keep the inheritance, the praetor permitted him to abstain from it ( se abstinere). In this case the suus was still the heres, but did not receive the inheritance and was not responsible for the debts of the estate; the next in line received the bonorum possessio. An extraneus did not need an abstentio; as he did not acquire the inheritance until he came into it, he could simply relinquish it, but also declare a disclaimer ( omittere). …

Vacantia bona

(169 words)

Author(s): Manthe, Ulrich (Passau)
[German version] An heirless estate ( Bona ). In the Republic, the members of the gens of a deceased person had a right of acquisition (Gai. Inst. 3,17); if they did not exercise it, anybody could take possession of the estate and obtain it by usucapio ('adverse possession') (Gai. Inst. 2,52-58). If in a will ( Testamentum ) an heir was appointed, but had become unavailable, the will and all its dispositions were ineffective. From the lex Iulia et Papia (18/9 BC) onwards the VB fell as a caducum ('forfeited') to the state, which also fulfilled the provisions of t…

Wills and testaments

(3,807 words)

Author(s): Hengstl, Joachim (Marburg/Lahn) | Schiemann, Gottfried (Tübingen) | Manthe, Ulrich (Passau)
[German version] [1] (Religion) see Bible; Christianity; New Testament Apocrypha; Septuagint; Testamentary literature; Vulgate (Religion) see Bible; Christianity; New Testament Apocrypha; Septuagint; Testamentary literature; Vulgate Hengstl, Joachim (Marburg/Lahn) [German version] [2] History of law (History of law) Hengstl, Joachim (Marburg/Lahn) [German version] I. General Testament (from the Latin testamentum in the sense of the final will made before witnesses; see below IV.) denotes a unilateral 'last will and testament' (or, in common E…

Succession, laws of

(1,791 words)

Author(s): Thür, Gerhard (Graz) | Manthe, Ulrich (Passau) | Ego, Beate (Osnabrück)
[German version] I. Ancient Near East see Cuneiform, legal texts in Thür, Gerhard (Graz) [German version] II. Greek Succession laws in Greece primarily followed the concept of family succession. Greek law therefore contained several provisions to secure succession within the family group even where there were no legitimate sons ( gnesioi). For example, eispoíēsis allowed the nomination of a non-testamentary heir, a process akin to adoption. Where such a replacement heir was also absent, the inheritance ( klḗros ) either passed to lateral kin ( anchisteía ) o…

Lex Iulia et Papia

(204 words)

Author(s): Manthe, Ulrich (Passau)
[German version] To improve conjugal morals and to combat childlessness, Augustus, through the lex Iulia de maritandis ordinibus (18 BC), forbade marriages outside one's class and ordered through the lex Papia Poppaea (AD 9) that citizens of a marriageable age had a duty to marry, with unmarried people penalized by the forfeiture ( caducum ) of assets gifted to them in wills, and childless married people with the forfeiture of half of this; on the other hand, anyone who had children was accorded numerous privileges ( ius liberorum, ‘children's privilege’). Which regulations should…

Substitutio

(325 words)

Author(s): Manthe, Ulrich (Passau)
[German version] In Roman law the appointment of a substitute heir ( substitutus), so as to avoid the danger that a will might become ineffective through the potential absence of the heir appointed by it (as a consequence of prior death or refusal; Succession, laws of III. D.). Instances of the modern-day persistence of substitutio vulgaris ('common substitution') are ' gemeine Substitutio' (§ 604 Austrian ABGB) and ' Ersatzerbeinsetzung' (§ 2096 German BGB). In the case of dependent minors of either sex, a Roman testator could prepare a second will settling the su…
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