Preface................................................................................................ 3
CONTENTS....................................................................................... 4
Abbreviations...................................................................................... 7
Introduction....................................................................................... 11
1 The
Methodological Framework...................................................... 15
1.1 Objective, Objects of Research and Thesis................................. 15
1.1.1 The Notion of Estate Planning............................................. 15
1.1.2 Correspondent Concepts in Ancient Roman Law.................. 17
1.1.3 Additio: The Notion of Contractual
Succession.................... 27
1.1.4 Thesis................................................................................ 30
1.2 The State of the Field................................................................ 31
1.2.1 Romanistic Scholarship on Contracts of Succession
Mortis Causa........................................................................................ 31
1.2.2 Roman Law and Social Realities......................................... 37
1.3 Sources, Methods, and Research Plan........................................ 52
1.3.1 Sources.............................................................................. 52
1.3.2 Method.............................................................................. 56
1.3.3 Research Plan.................................................................... 60
2 The
Institutions of Estate Planning................................................... 62
2.1 Successio
anticipata: Juridical Acts Concluded and Executed During Life............................................................................................... 62
2.1.1 Divisio ab intestato............................................................ 66
2.1.2 Donationes...................................................................... 127
2.1.3 Dowries........................................................................... 180
2.1.4 Peculia............................................................................ 185
2.1.5 Specific Cases of Anticipated Succession........................... 192
2.1.6 Conclusions Concerning Anticipated Succession................ 197
2.2 Juridical Acts
Mortis Causa Enforced at Death......................... 200
2.2.1 Mancipatio
familiae.......................................................... 200
2.2.2 Stipulationes.................................................................... 209
2.2.3 Pacta............................................................................... 237
2.2.4. Pacta
Dotalia Mortis Causa............................................. 259
2.2.5 Mandatum
Post Mortem and Related
Institutions................ 295
2.2.6 Conclusions on Wealth Transfers Enforced at Death........... 318
2.3 Agreements Concerning Succession Mortis Causa Concluded Post Mortem........................................................................................ 324
2.3.1 Venditio
hereditatis.......................................................... 324
2.3.2 Postmortal Pacts and Transactiones................................... 327
2.3.3. Conclusions regarding Postmortal Arrangements............... 335
3
Conclusions.................................................................................. 337
3.1 General Observations.............................................................. 337
3.2 Specific Observations............................................................. 340
3.3 Final Observations.................................................................. 350
4
Bibliography................................................................................. 354
5 Index
of Sources........................................................................... 389