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№ 9-10 2000 |
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The Experience
of the Catholic Church in Structuring its Relationship with States
in the XX Century
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R. Minnerath
Roland Minnerath, Professor, Catholic
Theological Faculty of Marc Bloch University, Strasbourg
In the issue of State-Church relations the accent
may be put on the State’s legislation or on the Church’s requests.
Nations and States have all a specific history and legal tradition.
Specially in Europe history has shaped the relationship between States
and Churches. As a result we have a great variety of models and
legislation even in our days. From the point of view of the Catholic
Church, the same basic principles shape its relationship with its
secular partners through the changing conditions of history. Precisely
during the XX century, the Church underwent a process of rethinking
ecclesiologically as well as juridically its relationship with States.
I. One Church in many nations
The organizational specificity of the Catholic
Church consists undoubtedly in its transnational structure. Unlike
Orthodox or most Protestant Churches, the Catholic Church has no
national borders. Philetism is unthinkable in the catholic experience.
The Catholic Church may be strongly rooted in the culture of the people
like in Ireland, Spain, Poland or Italy, but there are no national
Churches. So the partner for the local State in dealing with the
Catholic Church is not the local Conference of bishops or the local
primate, but the head of the whole Church, the Pope of Rome.
Moreover, the Holy See enjoys the quality of a
sovereign subject in international law. The supreme authority in the
Catholic Church is acting as a partner at a level of juridical equality
with all states in the world. This has been clarified and enforced
during this century. From 1870 to 1929 the Pope enjoyed no temporal
sovereignty and yet continued to be considered by the powers in Europe
and the world as a sovereign in ecclesiastical matters. During that
period, various concordates, considered as international treaties, were
signed with confessional and non-confessional States. Popes were
invited by States such as Germany and Chili to play the role of
arbiters in their territorial contests. The creation of the Vatican
City State in 1929 was decided by an international Treaty between Italy
and the Holy See, so providing the Holy See with a temporal
independence at the service of its mission. It is not the Vatican city
State which is the international subject maintaining diplomatic
relations with about 180 States through the world. As before 1929, it
continues to be the Holy See. It is always the Holy See which signs
concordates or agreements with States on ecclesiastical matters. Also
the Holy See is members of some international organizations and
maintains observers at the UN Headquarters in New York and Geneva and
with other U.N. Organizations. So the juridical qualification of the
Catholic Church is manifested in the sovereignty recognized to the Holy
See.
In her approach to secular States, the Catholic
Church has always supported the principle of the independence of the
ecclesiastical realm with respect to the political. At least along the
second millennium the request was libertas ecclesiae: freedom of the
Church’s inner government respect to secular powers. Historically the
success of the Gregorian reform in the XI century cannot be
underestimated. It signalized the will of the Church in the West to
claim not only for doctrinal autonomy but also institutional
independence in carrying out its mission. In the era of absolutism, the
Catholic Church could not escape the general trend of the European
monarchies to control the institutional life of the Churches. At least
was it admitted that the intrusion of monarchs in the internal
functioning of the Church was a privilege bestowed to them by the Pope
through a concordate. The principle of the institutional autonomy of
the Church was preserved. It was not until our century that the program
of Church autonomy came into effect, thanks to the self-understanding
of the modern State under the rule of law.
II. Until 1960: the two ‘perfect societies’
At the dawn of the century, the doctrine of the
Church with respect to her relations with States was still marked by
the remembrances of the absolutist era and some sad experiences with
the liberal States. Since the 1860, the official doctrine expressed in
the teaching of the two ‘perfect societies’. This theory was first
explored by the Austrian canonists in the 18 th
century and had roots in the Counter-Reformation apologetics. It tried
to established the precise limits of both the secular and the
ecclesiastical spheres of competence. It made clear that the catholic
concept of Church autonomy means legal independence in its own affairs.
The State has no competence to rule over Church issues, to appoint
Church ministers or to interfere in Church government. The Church is
governed by its own legal system, called canon law. The Church does not
deduce its legal existence from any concession of the State. The
visible and organizational structure of the Church is not granted upon
by any secular power. In a word, Church and State are two distinct
independent societies.
The second principle is that of their mutual
cooperation. There is no way that Church and State could ignore each
other. They are at the service of the same persons who may be at the
same time citizens and believers. During this century a significant
shift in qualifying that cooperation has taken place. Until the early
sixties, the official doctrine still supported the thesis of the
confessional State. Theoretically where Catholics represented a large
and traditional majority in the population, it was assumed that the
State should not only recognize the autonomy of the Church in its
internal affairs, but also give a special protection to the catholic
feeling of the population, and integrate catholic moral and social
teaching in State legislation. This was perfectly utopian even in the
early 1900s. According to the theory, minority religious groups should
not recognized a right to religious freedom, but be merely tolerated.
Typical example in Europe was Spain.
The doctrine of the confessional State was restated
by Pope Leo XIII at the end of the XIX century. It claimed also that
Catholics should enjoy religious freedom where they were a minority.
The idea was that the political order had the duty to recognize the
true religion and worship God by submitting its laws to the moral
teachings of the Church. There was no question of subjective rights in
the teachings of the Church. It was assumed that only the truth has
rights, not the error. The latter could only be tolerated, for the sake
of public peace and the common good. The vision of the relationship of
Church and State as two perfect societies was formally adopted by the
concordate with Spain in 1953 and the concordate with the Dominican
Republic in 1954. It can be said that it also prevailed in the Italian
concordate of 1929 and in some Latin American countries like Colombia.
a) Catholic nations in conflict with the Church
The model of the two perfect societies was
potentially a conflicting one. Both powers seemed to have to negociate
on each issue. The borders about the respective responsibilities of
both partners were most of the time fluctuating. Through the XIX and XX
century there were few catholic countries at peace with the Church. The
necessary transition to a better understanding of the real distinction
and autonomy of both State and Church was often dramatic. The Catholic
Church had to face severe conflicts with radical governments, in
Portugal (1910-1911), in Mexico (from 1924 on), in Spain during the
Republic and the civil war (1931-1939).
The crisis in France was particularly hard. Until
1905 the French State and the Catholic Church were linked together by
the concordate of 1801. The French Republic decided to denounce it
unilaterally. The law of ‘separation’ is to be understood from the
background of the former system of recognized religious bodies, namely,
the Catholic, Lutheran reformed and Jewish communities. The separation
was definitely hostile and aimed at repelling the manifestation of
religious life in the private sphere. It did inspire the decree of the
Soviet of January 1918 on the separation of State and Church, School
and Church. Having proclaimed the separation from Church and State, the
French Republic nevertheless ruled that the Churches should have a
specific legal support under what it unilaterally called ‘cult
associations’. These could not be accepted by the Catholic Church as
they imposed her from outside specific juridical features opposed to
its internal constitution. What was at stake again was the autonomy of
the Church in its internal affairs. An arrangement could be found only
in 1924 on the basis of the request of the Church. The later
jurisprudence showed that even separated, the State cannot just ignore
the constitution of the Churches. This fact seems today widely accepted
as the concept of corporate autonomy of religious organizations is more
and more widely accepted as a constitutional principle.
After the first World War, the Church had to condemn
the nazi, the fascist and the communist ideologies and regimes. Until
the Helsinki process in the 1970s, it tried to find a compromise with
the communist regimes of Eastern and Central Europe. In these contexts,
not only the legal features, but the very existence of the Catholic
Church and all Churches was challenged. The claim to be treated as a
perfect society did not help.
b) The emergence of the pluralistic State
Not in Europe but in the new World was experienced
the first attempt to separate the religious from the political order.
The first immigrants in North America were non-conformist groups like
the Quakers and the Methodists who had already developed their
congregational structure without State interference. These groups
living in the same cities of New England wanted no established religion
and the freedom to worship according to their conscience. The First
Amendment (1791) to the Constitution of the United States is the
fruit of the American experiment of a plurality of communities and
religions decided to live in the same state. The State must be
religiously neutral, not confessional and not hostile to religion.
While United States was experiencing a radically new
pattern of having a religious faith in a pluralistic society, Europe
was hesitating often through painful conflicts between State control
over the Churches and the recognition of their internal autonomy.
Historically it was the 1867 Fundamental Law on basic rights of
citizens (art. 15) of the Austrian Empire which mentioned the first
explicit recognition of internal autonomy of Churches.
The German Weimar constitution (1919) adopted a
remarkable Church legislation, whose articles are in force in the
Federal Republic. The Churches are separated from the State by their
cooperation with the State is institutionalized. ‘Every religious
body regulates and administers its affairs autonomously within the
limits of the law valid for all’ (art. 137). The major Churches enjoy
the status of a ‘corporate bodies under public law’ which enables
them for instance to levy taxes on their members with the help of the
State administration. The Churches play a major role in civil society.
They run schools, hospitals, engage in social and humanitarian
activities with special support of the State. The Churches enjoy full
internal autonomy. This principle -Selbsbestimmungsrecht is
anchored in the constitution. Concordates with the Holy See are in
force not only at the level of the Federal State, but also with nearly
each local State in Germany. They develop principles set down in the Fundamental
Law or the constitution of the La..nder. With Germany in 1919 a
other model of Church-State relations was born. It was able to merge
two principles: the non-confessional character of the State and the
autonomy of the Churches. The principle of the Church autonomy appears
in other constitutions in Europe, like Ireland (1937). Italy in its
constitution of 1947 affirmed: ‘The Catholic Church and the State,
each one in its own sphere, are independent and sovereign’ (art. 7).
III. The new vision of Vatican II
The vision of the two ‘perfect societies’ was
abandoned by the Vatican II Council (1962-1965). With its Declaration
on religious freedom Dignitatis humanae, the Council took note that the
time of confessional States was definitely over. Having no confessional
State taking into account what is true or not in matters of religion,
the question of civil toleration of the error had no longer sense. The
State must not adhere to a specific religious creed. But it has natural
duties towards God and the moral order. Among these duties is precisely
the respect and the protection of the religious creeds of all its
citizens, and fostering their fundamental human rights. The State must
respect the religious convictions of its citizens, and consider their
structured communities as having a right to exist within the legal
system of the State. Its duty is only external to religion itself: care
for the public order, for public health and the rights of others.
The council accepted the idea of subjective rights
in matters of freedom of religion, but on an anthropological background
different from the current language of human rights. Religious freedom
is indeed a human right as a request of the very nature of the human
person and the nature of religion itself. Religions demands freedom to
be authentic. Vatican II limited this freedom to the social and
political sphere. On behalf of society or of the State, a person should
be immune from any constraint or pressure or restriction in matters of
religion. Society must guaranty the freedom of religious or
philosophical choices which are met by a person’s conscience. But a
person’s conscience cannot pretend to be free in front of God and the
truth. It can only search for the truth and adhere to it. So religious
freedom in the Catholic understanding is a personal freedom in society
which has to be recognized as a subjective right. Vatican II
stressed the corporate right of the Church to exist in the legal order
of the State. It is known that the human rights as proclaimed in the
international instruments are individual rights. But religion can by no
means be reduced to an individual issue. Religion implies community of
life, worship and teaching which involves a social structure, an
institutional continuity. Theoretically this corporative right can be
deduced from the individual right to have or not a religion. But
Vatican II also underlines that the Church is not just a voluntary
association of people sharing the same religious opinions, its origin
goes back to the will of its founders. The Church claims for an innate
right to be recognized as such.
Vatican II affirms that the central principle of
Church-State relationship is the independence and autonomy of both and
their cooperation (Gaudium et spes 76. § 3). It immediately goes on
saying that this cooperation may assume quite different forms according
to circumstances of time and place. So there is no problem for the
Catholic church to face a range of different legal statutes in the
various countries in which it has believers. All what is requested is
the respect of the basic principles of individual and corporate
religious freedom and the principle of Church autonomy. The Church
avoids the vocabulary loaded with references to hostile
‘separations’ between Church and State. It rather suggest to speak
of ‘distinction’ between both domains. So in some modern
constitutions in Central Europe, the expression distinction and not
separation is used.
Now, where is the link between religious freedom
recognized to individuals and the corporate freedom of the Church as an
organized community. The point is the following. Modern States consider
themselves as bound by the rule of law. They have set a legal framework
in which individuals, civil society and State play their respective
roles. Basic human rights are primary norms of the whole juridical
order and should put clear limits to the domain on which legislation
can be taken. The State does no longer claim for controlling all aspect
of social life. In particular, it declares itself incompetent in
religious issues, and has no interest in dictating internal rules to
Church organizations. So Vatican II says : as long as the fundamental
right to religious freedom is correctly observed, there will be a
sphere of activity in which the State will not interfere. The autonomy
of Churches is guarantied within the auto-proclaimed incompetence of
the State in religious matters.
a) Changes in legislation after Vatican II
After the Council, it is symptomatic to notice that
the Church encouraged those States which still mentioned Catholicism as
the official religion of the State, like Spain, Italy, to abandon this
reference in their constitutional law. Instead, the new concordates
concluded with these countries give a large space to preambles in which
the new basic principles governing Church-State relations are
enumerated. The Spanish Agreement of 1976 is exemplary in this respect.
Each partner at the treaty mentions its highest source of norms. The
Church mentions Vatican II and so clearly points at the changes
occurred in its doctrinal approach.
In some countries the new understanding of
Church-State relation has met the prior constitutional tradition of the
State and needed no additional legislation. In States with a
concordatarian tradition, new concordates (also simply called
Agreements or accord, with the same juridical effect) were signed as
with Spain, Italy, Columbia, in which the new doctrinal background was
set forth. So the doctrine of the Church could meet the demands for
respect of human rights. It must be recalled that modern concordates do
not imply privileges for the Catholic Church. They generally give
precision to those aspects of religious freedom which is not emphasized
in the constitution or the laws of the State. Concordates are signed
with States not with regimes, and do not imply a moral endorsement of a
specific political regime. So for instance the 1933 concordate with
Germany is still in force.
In Italy since 1984 and Spain since 1976–1979 are
in force revised concordates which match the permanent demands of the
Church in questions of religious freedom and Church autonomy with the
constitutional principles of the incompetence of the State in religious
issues. But this neutrality is a positive support to the fact that
organized religions exist and belong to the cultural identity of the
people. In the Italian jurisprudence, the notion of laicit`а has
received a fully positive acceptance. The State forbids itself to
decide about the content or doctrine of a religion, and only considers
its internal structure. The State recognizes that structure in a legal
partnership. So small religious communities in Italy like the Muslims,
Jews, Adventists signed agreements with the Italian government on the
same matters dealt with in the Catholic revised Accord with the Holy
See. Here as well as elsewhere the international treaty is a warranty
for the internal agreement signed by smaller religious bodies.
b) Towards autonomy for all religious bodies
The Catholic Church through its own historical
struggle for corporate freedom has strongly reinforced the concept
to-day widely accepted of Church autonomy: for all religious
communities in their relationship with the respective States under the
rule of law. No wonder that the formula ‘independent and autonomous’
of Vatican II has received an increased acceptance in more recent
concordats signed by States with the Holy See. The concept of autonomy
has become a common understanding of the very nature of Church
corporate freedom.
May some examples of recent concordats be quoted.
They belong to the most various religious and cultural backgrounds. So
San Marino in the preamble of a convention with the Holy See of 1992
reproposed the formula of the mentioned Italian revised concordat.
Poland in the concordat signed 1993, used in art. 1 the words
‘independent and autonomous’, and in its constitution of 1997 (art.
25,3) the concept of ‘autonomy and mutual independence of [State and
churches] in its own sphere’. Croatia in its convention of 1996
repeated that Church and State are ‘independent and autonomous’ (art.
1) and that the Church has exclusive competence to order its internal
governance (art 5). Also Kazakhstan in 1998 sustained ‘the principles
of respect and non-interference in internal affairs’. In Germany
where concordats were signed with the new La..nder, the constitutional
principle of ‘Selbsbestimmung’ or autonomy of the Church was
recalled, so Mecklemburg-Vorpommern (1997) and Thu..ringen (1997).
Saxen insisted in saying that the Church ‘orders and manages its own
affairs in an autonomous way in the framework of the laws valid for all’
(art. 1).
Some recent political constitutions mention the
right to autonomy of religious organizations. Spain speaks of freedom
of religion for communities as well as for individuals (1978, art. 16).
Portugal is much more explicit and specifies that ‘the Churches and
religious communities are separate from the State and free to organize
and exercise their own ceremonies and worship’ (1976, art. 41). The
constitution of Gabon (1991, art. 1, 13) states that ‘religious
communities order and manage their own affairs in an independent way…’.
Proclaming the internal autonomy of religions is one
thing. But does such a proclamation mean ignorance or recognition of
the Church structures in the legal order of the State? There would be
no real autonomy of the Churches, if they had to vest the form of an
imposed civil configuration in order to exist and to act in the legal
system of the State. Traditionally this legal recognition was granted
by Catholic majority States like Columbia (concordate of 1973, art 4),
Spain (1979, art. 1, 3–4), Italy (1984, art. 4), Poland (1993, art. 4),
Croatia (1997, art. 2, 1–2). But a significant new trend is to be
observed during the last three years, when we have many examples of
States with no Catholic background granting a legal recognition of the
juridical personality of the catholic Church itself and of all the
Church institutions enjoying this status in canon law. The examples are
Israel, Estonia, Gabon, the Palestinian Liberation Organization.
Four years after the Fundamental Agreement (1993),
Israel and the Holy See signed a special Legal Personality Agreement
(1997) which assures ‘full effect in Israel law to the legal
personality of the Catholic Church itself’ (art. 2), of the Catholic
Eastern and Latin Patriarchates, their respective dioceses, the
Assembly of the catholic bishops of the Holy Land, many other entities
(art. 3), and also the institutes of consecrated life (art. 5). It is
recalled that these ecclesiastical juridical persons have been created
according to the legislation of the Holy See which is sovereign in
international law (art. 6). The provisions of art. 6 make clear that
any legal act made by ecclesiastical juridical persons in Israel is
governed by the law of Israel. But the designation of the
ecclesiastical officer able to act in behalf of the legal person is
governed by the canon law. Any ecclesiastical legal person is deemed to
have consented to sue and be sued before a judicial or administrative
forum in Israel (art. 6. §4).
In Estonia where Catholics are a small minority
‘the Catholic Church as also its institutions which in accordance
with Canon law have the status of either public or private juridical
persons, shall enjoy juridical personality in civil law, according to
the legislation of the republic of Estonia…’ (1997, art. 2). Such
institutions have to register with the Estonian authorities. Also Gabon
recognizes the juridical personality that the Catholic Church owes by
nature, and also the legal personality of its institutions (1997, art.
2). With the Palestine Liberation Organisation an Agreement was signed
on February XV, 2000. According to art. 7, ‘full effect will be
given in Palestinian law to the legal personality of the Catholic
Church and of the canonical legal persons’.
During this century, the leading concept of ‘the
liberty of the Church’ has been at the heart of two different visions
of State-Church relations. The first one was still marked by the idea
that the Church could only defend its freedom towards the State when it
was able to dispute to the State the control of the specific domain of
religious life. The current vision is a shared vision between the
Catholic Church and the modern States under the rule of law. By its
constant claim for autonomy and independence in its own domain, the
Catholic Church has opened the way for all religious communities to
enjoy the same rights of autonomy within the legislation of the
different States. In an era of globalization, the future can only be:
pluralistic societies, States under having no competence in the sphere
of religious life and internal Church organizations, and equal rights
for all.
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Доклад был прочитан на английском
языке. — Ред.
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© Minnerath
R., 2000
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