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Cognatio

(162 words)

Author(s): Manthe, Ulrich (Passau)
[German version] According to Roman law, the kinship established by a blood relationship, which also applies to non-agnates; the degree was determined by the number of mediated procreations or births. The cognatio gained legal importance with the lex Cincia (204 BC): the cognati up to the 6th degree of relationship ( sobrini, great grandchildren from the same great-grandfather) were exempted from this law's ban on gifts. The lex Furia (beginning of the 2nd cent. BC) exempted these cognati from its restrictions, as well as in the 7th degree the children of sobrini. Later, the praetor g…

Executor

(149 words)

Author(s): Manthe, Ulrich (Passau)
[German version] In the mancipation will of Roman law ( Testament) the testator assigned his property by   mancipatio to a ‘purchaser of the family’ ( familiae emptor). The latter may possibly have acted as an executor in the archaic period but there is no reference to it in any of the sources [1. 108, 679; 3. 1014]. In Classical Roman law of the 1st-3rd cents. AD, execution of wills existed as a separate institution only in embryonic form: by   fideicommissum an heir or legatee might be obligated to release the estate or a portion of it to another party, or by instruction (  mandatum

Immiscere, se

(132 words)

Author(s): Manthe, Ulrich (Passau)
[German version] ( alicui rei, ‘to become involved in something’). A suus heres (immediate heir,  Succession, law of III A) could not effectively disclaim a legal or testamentary legacy according to  ius civile ( semel heres semper heres), but if he declared the disclaimer before the praetor, he was treated by the praetor as if he had not become the heir (  abstentio ). However, if he had once behaved outwardly like an heir ( se immiscere), he lost the  beneficium abstinendi. Se immiscere further designates the start of the discharge of other transactions. Only from the 4th cent. AD has se immi…

Legatum

(797 words)

Author(s): Manthe, Ulrich (Passau)
[German version] In Roman law, the legacy (from legare: ‘to pronounce a binding declaration of will’, lex ). The possibility of bequeathing someone property through testamentary disposition ( Will) to the detriment of the heir was acknowledged in the XII Tables (5,3). There were two main types: 1) By legatum per vindicationem (arranged by: Titio hominem Stichum do lego, ‘to Titius I give and bequeathe the slave Stichus’) the legatee acquired the ownership of the bequeathed object directly with the succession and was able to claim this object from the h…

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

Mortis causa capio

(120 words)

Author(s): Manthe, Ulrich (Passau)
[German version] In Roman law, any ‘acquisition mortis causa ’not based on succession or legacy (Inheritance law III. H.): (1) gift mortis causa ( donatio ); what someone (2) received in fulfilment of a condition of a will or (3) on the condition that a third party (not the executing party) would die, or in exchange (4) for waiving an acquisition under inheritance law or (5) for an application for provisional safeguarding of an estate in favour of an unborn child ( missio in possessionem ) (Dig. 39,6,38; 31 pr./2; 8 pr.; 12). Manthe, Ulrich (Passau) Bibliography Kaser, RPR 1, 765; 2, 567  P. Voci,…

Fideicommissum

(767 words)

Author(s): Manthe, Ulrich (Passau)
[German version] The fideicommissum (literally: ‘entrusted to faith’), which from the 2nd cent. BC (Ter. Andr. 290-298) appeared alongside the legatum (legacy), was a request of the testator to an heir or legatee to pass on the inheritance in part or total to a third party. Since a fideicommissum was not subject to the same restrictions as the civil law of succession, it was used to make a bequest to a person who would otherwise not be eligible to be an heir or to receive a legacy (non-citizens; women according to the lex Voconia,  Laws of succession III. D.; the unmarried and the chil…

Caducum

(180 words)

Author(s): Manthe, Ulrich (Passau)
[German version] The lex Papia Poppaea (AD 9), by economic pressure, indirectly forced marriage and the having of children by taking away from unmarried persons the entire capability of inheriting ( capacitas) for a bequest that fell to them in the course of an inheritance, and half the ability to work for married couples without children; married partners amongst themselves had capacitas for one tenth only ( Decuma). The bequest fell, as caducum (‘forfeited’ possessions), to those men named in the testament who had children, otherwise (since Caracalla always) to t…

Intestatus

(556 words)

Author(s): Manthe, Ulrich (Passau)
[German version] A person who died without leaving a valid testament. Under Roman ius civile the estate of the deceased firstly devolved upon the   sui heredes , or else upon the agnatic relatives of the next degree ( agnati proximi). According to the Law of the Twelve Tables (5th cent. AD), s ui became heredes in the case of succession, agnati only acquired property ( familia, XII 5.4) and became successors through   usucapio ; in classical Roman law (1st-3rd cent. AD) agnates became successors through   aditio hereditatis . From the 2nd cent. BC on, agnatic relat…

Consanguinei

(66 words)

Author(s): Manthe, Ulrich (Passau)
[German version] Siblings with a common father ( uterini share the mother). According to Roman civil law consanguine sisters had a legal right of inheritance while agnatic relatives of a higher degree of relationship (aunts, nieces etc.) were excluded from intestate inheritance (Gai. Inst. 3,14; Inst. Iust. 3,2,3a).  Agnatio;  Succession, law of Manthe, Ulrich (Passau) Bibliography H. L. W. Nelson, U. Manthe, Gai Institutiones III 1-87, 1992, 65f.

Ademptio legati

(51 words)

Author(s): Manthe, Ulrich (Passau)
[German version] The revocation of a formal legacy, initially only by formal declaration ( non do; heres ne dato) in a will, from the 2nd cent. AD also possible by informal exercise of will (e.g. disposal of the object) (Dig. 34,4).  Legatum Manthe, Ulrich (Passau) Bibliography Kaser, RPR I, 755
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