Question — Bontempi, Palladium Theologicum V · from Schola Thomistica
Question I: What a legacy is, and of how many kinds
A bequest (Legatum) is defined as: A kind of donation left by a testator and to be furnished by the heir. So all the Jurists, in leg. legatum est, ff. de legat. 1. et 2.
Legatum definitur: Donatio quaedam a testatore relicta, et ab haerede praestanda. Ita omnes Iuristae in leg. legatum est, ff. de legat. 1. et 2.
It is called a Donation, because it is left not by any right of kinship but out of sheer liberality; for the testator has, up to the very last instant of his life, full power over his goods, so that it is lawful for him to bequeath and legate them at his pleasure. It is called to be furnished by the heir, for the reason adduced above in the last question.
Dicitur quidem Donatio, quia nullo propinquitatis iure, sed ex mera liberalitate relinquitur; habet enim testator usque ad ultimum vitae instans plenam suorum bonorum facultatem, ita ut de eis testari, et legare liceat ad libitum. Dicitur ab haerede praestanda, ob rationem supra quaestione ultima allatam.
The bequest is divided first into pious and profane, as is gathered from the cited Holy Doctor.
Dividitur Legatum primo in pium, et profanum ut colligitur e Sancto Doctore citato.
Second, the bequest is divided into universal and particular; the former rarely occurs, since it is of all one's goods, and is called a universal fideicommissum: the particular, however, is in common use, when the heir is compelled to hand over some definite thing.
Dividitur secundo Legatum in Universale, et Particulare; illud raro contingit, cum sit omnium bonorum, diciturque fideicommissum universale: Particulare vero usitatum est, quando haeres cogitur tradere rem aliquam certam.
Then it is divided into absolute and conditional. The former occurs when something is left without any determination, which must be restored to the legatee without delay after the death of the testator. The latter is made thus, with a condition added: I bequeath to Paul fifty gold pieces, if a son is born to him, and this must be fulfilled upon the condition's occurring. Now this condition varies with the variety of the object, or of the manner in which it is attached: it is sometimes tacit or express; possible or impossible; necessary or contingent; finally, honorable or shameful; likewise it is sometimes signified of the past, at times of the present and future.
Deinde dividitur in Absolutum, et Conditionatum. Primum fit, quando absque ulla determinatione aliquid relinquitur, quod legatario debet reddi absque mora post mortem testatoris. Secundum ita fit adiecta conditione: Ego Paulo lego quinquaginta aureos, si filius masculus ei nascatur, et hoc, adveniente conditione, est adimplendum: Haec autem conditio varia est pro varietate obiecti, vel modi, quo apponitur: est enim aliquando tacita, vel expressa; possibilis, vel impossibilis; necessaria, vel contingens; honesta denique, vel turpis; item aliquando signatur de praeterito, interdum de praesenti, et futuro.
Concerning these conditions the laws thus decree, and the Doctors so judge: that a contingent condition about the future, possible and honorable, suspends the bequest until it is purified; conditions about the present and past annul or bind the bequest in the very instant, since such conditions are necessarily actually true or false; but an impossible condition, or a necessary and shameful one, is considered as not attached. So Vasquez, De testamentis, cap. 8.
De his conditionibus ita statuunt Iura, et sentiunt Doctores, ut contingens conditio de futuro, possibilis, et honesta, legatum suspendat, donec purificetur; De praesenti, et praeterito, in ipso instanti legatum tollunt, vel obligant, cum tales conditiones sint actu necessario verae, vel falsae: Impossibilis vero conditio, seu necessaria, et turpis tanquam non appositae censentur. Ita Vasquez de testamentis, cap. 8.
In every bequest, moreover, there is understood tacitly: if the inheritance be entered into, by the common law, although the royal law has decreed otherwise: there is also a tacit condition underlying an annual bequest, which is understood to have been left for as many years as the legatee shall live; so that nothing passes to his heirs.
In omni autem legato intelligitur tacite: Si adeatur haereditas, de iure communi, quamvis Ius regium aliter decreverit: tacita etiam conditio subest legato annuo, quod relictum intelligitur quot annis vixerit Legatarius; ita ut ad eius haeredes nihil transeat.
But that slender distinction which exists between a conditional and a modal bequest so torments the Jurists that they plainly do not know: if a girl's dowry is left, ut nubat (that she may marry), does it import a condition, or rather a mode?
Tenuis autem illa distinctio, quae intercedit inter legatum Conditionale, et Modale, adeo Iuristas torquet, ut plane nesciant, Si relinquatur Dos puellae, ut nubat; an conditionem importet; an vero modum.
Baldus, Covarru., Peregrinus, and Simon, on these points in Bonacina loc. cit. prop. 3., hold that the bequest is modal, and therefore that its payment is not to be deferred, at least if it is made by the parents; wherefore, they say, the girl can compel her brother to make the payment even before she is of marriageable age.
Baldus, Covarru., Peregrinus, et Simon de praetis apud Bonacinam loc. cit. prop. 3. sentiunt legatum esse modale, ac proinde eius solutionem non differendam; saltem si fiat a parentibus; quare, aiunt, puella potest fratrem ad solutionem cogere, etiam antequam sit nubilis aetatis.
On the contrary, Bart. Gomez, Mantica, Molfesius, and others cited in the same place proclaim it to be conditional, and accordingly that one must wait until the girl is ripe for a husband; in the meantime, however, they teach that the brother is bound to nourish her and supply other things according to the decency of her station, since he succeeds to the father's place.
Econtra, Bart. Gomez, Mantica, Molfesius, et alii ibidem citati, Conditionale esse acclamant, adeoque expectandum donec puella viro sit matura; interim tamen docent teneri fratrem ipsam alere, aliaque iuxta status decentiam suppeditare, cum in patris locum succedat.
The whole difficulty lies in those little words Si (if) and Ut (that): for if something is bequeathed to a girl, si nubat (if she marries), it is certain that it is a condition; but if, ut nubat (that she may marry), who does not know that the final cause of the bequest is denoted? and thus it is owed to her even before she marries a husband, and even if she should never marry, provided only that it did not lie with her that she did not join herself to a husband; the reason is, because when a condition is rendered impossible for the legatee without his fault, it is considered as not attached.
Tota difficultas stat in illis voculis Si et Ut: nam si legetur aliquid puellae, si nubat; certum est conditionem esse: Si vero, ut nubat; quis ignorat causam finalem legati denotari? et sic ipsi debetur, etiam antequam viro nubat, et etiamsi nunquam nupserit, si saltem penes ipsam non steterit, quod se viro non iunxerit; ratio est, quia quando conditio redditur legatario impossibilis absque sua culpa, censetur pro non apposita.
Hence Vasquez, in Bonacina, ubi supra, infers that a bequest left to Berta, that she may marry Titius, ought still to be restored to Berta when Titius has died, in case she wishes to marry another. From this one may infer that when something is bequeathed with the burden of a certain action, there is contained in it a tacit condition, if the legatee should wish to undertake such an action; for if he should not wish it, the bequest must be denied to him: whence the dowry bequeathed to Berta, that she may marry, must be handed over immediately after the death of the testator, if she wishes to marry; yet with a caution given; but if she should altogether refuse to marry, the cause and final motive ceasing, the effect will safely cease. Now the decision of this difficulty is of no small consequence, that it may become clear whether a dowry thus left, and not handed over before the death of the girl, is to be transferred to her nearest heirs, or whether rather the heir of the testator himself has a right in it.
Hinc inferunt Vasquez apud Bonacinam ubi supra, legatum relictum Bertae, ut nubat Titio, ipso mortuo debere adhuc Bertae restitui; modo alteri velit nubere. Ex quo inferre licet, quando legatur aliquid cum onere cuiusdam actionis, inesse conditionem tacitam, si legatarius voluerit talem actionem obire; nam si noluerit; legatum ipsi negandum est: unde Dos Bertae legata, ut nubat, illico post testatoris mortem tradenda est, si vult nubere; cautione tamen praestita; quod si omnino nubere nolit, cessante causa, et motivo finali, tute cessabit effectus: Huius autem difficultatis decisio non mediocris est consequentiae, ut innotescat utrum Dos sic relicta, et non tradita ante mortem puellae, sit traducenda ad eius proximos haeredes; num vero in ea ius habeat ipsius testatoris haeres.