Editorial

By Thomas Albert Gilly

 

During the recent war in Gaza the notion of proportionality came rapidly to the fore of the public, political and legal debate.

Given the actuality of this topic, we have decided  to place Peter Tarlow’s article called: “Is Proportionality a Biblical Concept?” in front of the papers we have collected for this journal issue.

We introduce this issue of our journal with a quote from Peter Tarlow’s article:

“As often the term is applied to Middle Eastern conflicts. One way of judging the rules of proportionality may be to examine from the Judeo-Christian world’s perspective, the Middle East’s most famous work, namely the Biblical text.  A superficial examination of Hebrew Scripture and the Christian New Testament would seem to fall on the side of proportionality

This quote serves indeed as a key to the understanding and may be to the solution to one of the great enigmas of our times. It is the relationship between proportionality and ethics. In everyday life moral and justice speech the relation is one of the best known and, at the same time, it is also one of the most misunderstood of the topics that are central to morals and justice.

At first glance the relationship between proportionality and ethics is evident. For argument’s sake, we are likely to qualify the death penalty, if it were applied to people who have stolen food in the super-market or cars in the streets, as disproportionate reaction.  Such a reaction, if it were applied, would be disproportionate to the severity of the offense. As proportionality is almost always associated with equity, the link to ethics is easily done. However that very evidence is frail. To understand this point, consider two questions:

The first question is as following:

 Why shall the death penalty, if it were applied to minor offenses, be considered as a disproportional reaction?  Is it because it would not be equivalent to the severity of the offense? Who has the power and mission to define the harmless nature of the offense, who the severity of the crime?  Of course, it is the law maker who defines the severity of crime by means of the severity of punishment.  But law and justice, in our contemporary societies, are contingent. It is therefore logically and theoretically impossible to preclude that at a given moment, in a given society and under certain circumstances, car robbery or steeling food in supermarkets might be punished with the death-penalty. This is more than a purely theoretical thinkpiece. Experience teaches that the severity of an offense varies as a function of penal politics, of the nature of social reaction against crime, of the crime perception in public opinion and of the objective and the subjective quality of the social damage or the social disease that is caused by this or that particular offense. There are many examples that show that the law-maker adjusts the law according to such changes, and in almost all cases the adjustment of the legal norm is proportionate to the recent developments in social reaction against crime, crime perception and social disease caused by crime.

When car robbery is no longer an isolate phenomenon, when car robbery develops into a mass phenomenon that causes serious damage to the society, it can no longer be thought of as a harmless offense.  Analogically corruption might be considered as a harmless crime as long as corruption is not inherent part of the wealth and the health of the society. The ethical parenthesis opens with a fundamental observation and closes with two questions.

On the contrary you might indeed argue that the quality of the social and economical impact of an offense does never affect the nature of the offense itself. This is correct – to some point. The following example supports: Car robbery is more harmless than murder. And murder is genuinely and always a very serious and severe offense, independently from the question whether the offense is an isolated phenomenon or not. The quality of the severity of murder is not affected by the number of murders, the quality does not change. The first part of the argument works within the framework of ethics only, not within the framework of contingent law. In other words this means, the first part of the argument is not correct inasmuch as it refers to the legal framework for the difference between the severity of car robbery and the severity of murder implies a distinction which, if it were made within the framework of the law, would contradict the genuine social dimension and the social control and regulation function of the law. And that dimension and that function depends, as we have already seen, upon the change in regard to the social reaction against crime and regarding the social damage and disease caused by and involved in crime. Ethics only furnish the modus operandi for such a distinction. As for the second part of the argument, here again it works exclusively within the framework of ethics... Why? It is because the proposal: The severity of murder is never affected by the number of murders, to be valid, must refer to and stem from a genuinely negative quality that is substantial to the offense. This substantial quality is evil.

This does not mean that the law is devoid of ethical considerations. This means only that such a substantial quality can never derive from the inherent rationale of the law itself.

The first question that closed the ethical parenthesis is: Why shall the death the penalty not be the proportionate punishment to offenses that cause major social damage and social disease? Suppose – however revolting, the death penlty shall apply. The law address such a question, there is no ther instance which might address that question. It is the law as it develops on the ground of legal positivism, not that one that fits in with the mission of Themis. After all, law itself  has experienced that people who even not have stolen cars in the streets or food in supermarkets, who have simply demonstrated their courage to tell their opinion, have been punished with the death penalty – in the name of law. So, why not car robbers? The question is rhetorical. Ethics counter-attacks as following:

“It cannot be that people who have stolen cars in the streets or food in supermarkets shall receive the treatment that applies to murderers and shall be punished with the death penalty”

In reaction to ethics’ alert, we might be tempted to respond:

“Okay, we have got it. The death penalty, if it were applied to people who have stolen cars or food in the supermarket, would be disproportionate to the evil that has been done”.

With the following question the ethical parenthesis is closed:

Is it then that the death penalty is proportionate to the evil of taking away somebody’s life?

No, it is not. The reason is that in the face of evil there can be no proportional response; evil must be confronted and destroyed!

To our great amazement, this is a Biblical maxim. As Peter Tarlow shoes in his article, it is central to the ethics of Hebrew Scripture.

The second question which helps us to better understand the frailness of evidence regarding the relationship between proportionality and ethics is as following:

If there can be no proportional response in the face of evil, if evil according to Hebrew Scripture is to be destroyed, is it then not that the maxim of proportionality is inherent part of  justice and genuinely relevant to justice? Given that evil is central to ethics, considering that the maxim: “In face of evil there can be no proportional reaction; instead you shall destroy evil”, is not only an ethical principle, but also a central pillar of the ethics of Hebrew Scripture, proportionality, if it were genuinely relevant for justice, would be then relevant for justice in the legal sense of the word, not to justice in the moral or ethical sense of the word.

According to the etymological roots of the word justice, as they go back to the Roman Antiquity, the paradigmatic use and understanding of “justice” develops on the ground of jurisprudence. As jurisprudence is nothing but the “jus dicere” within the framework of people who dispute their respective rights, proportionality, within this framework, is predisposed towards an application that is genuinely relevant to the micro-level of jurisprudence, not to the macro-level of international law, foreign affairs

Peter Tarlow, in  his in- depth study of the Biblical sources of proportionality, shows that these sources, namely Hebrew Scripture, preclude the confusion between the micro level of proportionality and the macro level of proportionality. It is abundantly clear from the Biblical text “that the text never refers to a macro (state sponsored situation),  but rather addresses on the idea of proportionality on the micro level.  In fact it can be argued that while there are no direct texts referring to the principle of proportionality on the macro level, there are a number of Biblical vignettes that would very much contradict this principle”

This is an extremely important point. Why? It is because the principle of proportionality is central to jus in bello, as it develops on the ground of the Hague and the Geneva Conventions. International law, foreign affairs and finally the condemnation of Israel, during the recent war in Gaza for lack in proportionate reaction against the Hamas rocket attacks, can hardly be thought as of a micro-level of jurisprudence; the macro-level is issue, not the micro-level. The attempt to ground the doctrine of jus in bello on Biblical sources, therefore, must fail, The Biblical sources, namely Hebrew Scripture, can even not serve as means for the development of a deontological conception of warfare that is aimed at the moralization of war. And it cannot provide morally veiled legitimacy to terrorism either, for there can never be a proportionate reaction to terrorism. Accordingly Tarlow argues: “In the face of evil there can be no proportional response.”

In my paper called “Disproportionate Proportionality. Questioning the Limits of Jus in Bello[i], I discuss the same topic against the background of war ethics, as they stem from Judaism and Hebrew Scripture. The application of the Hague and the Geneva conventions to the new paradigm in asymmetric conflicts works to the profit of terrorism and to the detriment of the inherent rationale of international law.

If there can be no proportionate reaction to terrorism, if proportionality is irrelevant to the reaction against terrorism, there can be no negotiation with terrorists either. Accordingly the hard line only is relevant. In some specific cases of terrorism, namely terrorism associated to hostages taking, the authorities might demonstrate their willingness to engage in negotiation. In almost all cases the authorities choose that option to safe the life of the hostages and to reduce the risk of victimization. Experience teaches that this option is not always realistic. In the majority of the cases the goal is never reaches and the negotiation has a fatal outcome.

With his article “Reflex Approach in the Drive against Terrorism. Proportionality of Counteraction Measures”, Vladimir Iliev provides for the theoretical framework for appropriate and proportional stress and crisis management. The notion of social reflex is central to the psychological / social-psychological approach to proportionate reaction against crime and terrorism. The discussion about the impact of the social reflex approach to crime culminates with the development of a theoretical framework of reflexive management that impacts the behavior of the terrorists. Reflexive management seeks to develop those conditions that favor the manipulation of other people. The notion of “mimesis” is central to reflexive management inasmuch as the latter implies the ability to put ourselves at the place of the other ( terrorist), to suppose and think as we were the other and finally to mime the other in order to anticipate and predict his / her behavior.

There is hardly need to tell that Vladimir Ileiv provides practitioners and decision makers with the theoretical matrix for appropriate crisis and stress management in cases of terrorism with hostages’ taking and processes of negotiation.

Do you have ever heard about the “Isaac Syndrome”? You might be tempted to imagine that this has something to do with Bible. You are right inasmuch as Isaac is the son of Abraham and as the story of Abraham and his son Isaac is part of the Bible But where is the Biblical soured of the “Isaac Syndrome”? In the tale of Abraham and his son Isaac, there is no explicit reference to the “Isaac Syndrome” and there is no story dealing that syndrome either. To add to the confusion: Why has Isaac something to do with Iphigenia? This assumes that they have something to do one with each other. Why? It is as Shlomo Shoham argues, because a partial feminine counterpart to the sacrificial rites of passage inherent in the Isaac Syndrome may be inferred from the Greek myth of Demeter and Koré”..

The sacrifice of Isaac is proportionate to the sacrifice of Iphigenia in regard to myths’ structuring impact upon meaning and behavior  Myths do not only structure meaning and behavior, they also “serve as motivation and prime movers for individuals and groups” (Shoham 2009). The essence of the myth of sacrifice “lies in the sacrificial enmeshing of the young into the disciplinarian boundaries of the normative systems of society”(Shoham 2009). Therefore the sacrifice, in bott cases, is proportionate to its disciplinary aim - at least: to its powerful contribution to social control by means of normative constraint.

You have got it: In Holy Scripture, there is no story that deals the “Isaac Syndrome”. Such a story belongs to the source book of myths, as it stems from the process that disconnects the Bible from its divine origin and holiness. It can even not be considered as an inherent part of the Bible, rather it is a story that develops on the ground of an anthropological and social-psychological modern lecture of the Bible – in sum: it is a story that tells long about that modern anthropologically and social-psychologist reconstruction of the Bible.

Such a story hardly fits in with the divine origin of the Scripture, its holiness. However, the linkage between the former and the latter is not irrelevant. So as Hebrew Scripture holds everlasting truth and eternal actuality, so the “source book of myths” provides the modern, actual, and not eternal witness to  the everlasting structuring power of myths,

Is there a better reason to link Peter Tarlow's article and the article by Shlomo Shoham called “The Isaac Syndrome as a Source of Social Legal Normativity”? While the former demonstrates the relevance of Holy Scripture to the actual debate about jus in bello, the latter witnesses the relevance of the anthropological and social-psychological contemporary reconstruction of the Bible for the understanding of the everlasting relationship between myths and humanity.

The Constitution of the Federal Republic of Germany differs from other EU member- states’ constitutions inasmuch as the former provides for a  a broader guarantee of religious freedom, covering  almost all basic rights. In “Religious Freedom in Modern Germany: A Review of Constitutional Provisions”, Debarati Halder and K. Jaishankar discuss the constitutional framework of religious freedom and the reality of religious freedom in contemporary Germany. The question whether the latter is proportionate to the legal guarantees or not is central to the paper.

 

 

 



[i] Law Enforcement Executive Forum, 2009, 9(4), 117-137