National Scholar Updates

Retroactive Annulment of Giyyur (Conversion)?

I will begin by presenting a fictitious case, closer perhaps to current halakhic
reality in certain circles than many would like to believe:

18-year-old Mary undergoes giyyur in an Orthodox Beit Din and becomes Miriam. Soon
after, she marries Reuven, a biologically-born Jew, and they have a son Yehuda
and a daughter Sarah. Yehuda grows up, studies in Israeli yeshivot, settles in Israel
and becomes a rabbi. While still a yeshiva student, he is invited to serve as a
witness at marriages of quite a few friends – sometimes signing the ketubba,
sometimes witnessing the kiddushin, sometimes, both. After getting semikha,
he not infrequently serves as a member of a court conducting giyyur (as
son of a giyyoret, he relates positively to people choosing to be
Jewish). He studies for dayyanut, and then begins sitting as dayyan (rabbinical
judge) on various cases. Meanwhile, Sarah gets married early, at 17, to a
Cohen. They have three boys, who grow up as Cohanim, bless the congregation,
get called up for the first aliyya, etc. When the boys are in their
teens, Sarah and her husband decide to move to Israel
to be near Yehuda and his family. Under Yehuda’s influence, the three boys are
sent to yeshivot; they too serve on occasion as witnesses for various halakhic
matters, receive pidyon for first-born infants of their peers, and the
like.

Miriam, now nearing sixty, has been working secretly for
several years on an autobiography – and it is accepted for publication. When
published, the public is informed about matters that her husband and close
friends have known all along: Miriam opted for giyyur because of Reuven,
whom she wanted to marry. She declared acceptence of mitzvot during her giyyur
procedure, but was never really convinced that the commandments were
ordained by G-d and revealed to Moses, and her observance of halakha, never
consistent even at the beginning, soon become spotty, then totally haphazard.
She has no problem with the fact that her son Yehuda has adopted a religious
lifestyle, and indeed keeps a kosher home for his sake, and when Yehuda and
his family come to visit in the U.S.,Miriam and Reuven make sure that everything
is halakhically meticulous. But when they are alone, they are not religiously observant.
Miriam’s good friend Maureen knows someone at the New York Times, and Miriam is
interviewed. She tells the reporter how happy she is to be Jewish, and how she really identifies
with the Jewish People and the Jewish values of social justice, warm community
and family ties, etc. However, she confides, the ritual parts of Judaism – such
as Shabbat, kashrut, taharat hamishpaha – never really attracted her,
and she doesn’t personally observe them. The interview is picked up by HaAretz,
and published in Hebrew in Israel.

Rabbi Axeman, a well-known rabbi who has authored several
volumes of responsa, hears about Miriam’s interview. He obtains a copy of
HaAretz, and after reading with his own eyes what Miriam said, he immediately
concludes that Miriam is really not, and has never been, a Jew. He calls up
Yehuda’s Rosh-Yeshiva, whom he knows well, and reveals to him the facts about
Yehuda’s mother. They both realize, that since Miriam is not Jewish, neither
Yehuda nor Sarah are Jews. Therefore, they have never been married to their
spouses. Sarah’s children are not Cohanim – indeed, they are not Jewish at all.
Even should Sarah now undergo giyyur, she can never remarry her husband,
because he is a Cohen. Halakhically, her children are not related at all to
their ‘father’, whether or not they choose giyyur. All those times they
were called up to the Torah for the first aliyya – were in vain; all the
first-born for whom they received pidyon now have to be located and have
the ceremony re-performed – this time, with a ‘real’ Cohen. Kiddushin and
Ketubbot witnessed by Sarah’s children, and by her brother Yehuda are invalid;
the relevant couples must be located and informed, the marriages re-performed
(and what if one of the parties now refuses to do so?). And what of those gerim
who became Jews under the auspices of a court in which Yehuda was a member?
Well, they are not Jewish, of course, because a giyyur that was not
conducted by a court is invalid, and a gentile cannot serve as a dayyan.
Similarly, matters of divorce etc. decided by a court in which Yehuda
participated are now lacking halakhic validity; if he was witness to a divorce,
the marriage may never have been terminated, the woman still eshet ish.
If she remarried, her children are deemed to be illegitimate.

Indeed, the more rabbi Axeman and his peers think about
this, the more they realize that the possibilities of discreditation are
unlimitted. True, the rabbis of old seem to have been unaware of these options;
thus, they allowed Jews by birth to marry a woman proselyte, and permitted a
Cohen to knowingly marry the daughter of a female proselyte and a Jewish man.
They relied upon the testimony of proselytes for all halakhic matters,
including marriage and divorce; counted proselytes for minyan … they were
seemingly oblivious to the notion that giyyur might be revealed to be
invalid. But this gives Axeman et.al. no pause: makom heinihu lanu raboteinu
le-hitgader bo. The rabbis of earlier times left room for us to discover
and apply novel halakhic rulings, and the well of halakhic creativity has not
dried up. And if someone were to object: what of the Torah’s repeated
injunctions to treat a ger with great consideration, and to refrain from
distressing him in any way?#_ftn1" title="_ftnref1" name="_ftnref1">

[1]

The response would be clear and swift: our ruling with regard to annulment of giyyur in
no way contradicts these supremely important commandments! Rather, all we said
relates to persons who are not really proselytes at all, but were only posing
as such; while the commandments of Torah relate to authentic, true proselytes –
whom we too would treat with great respect and kindness. That is: if such a
person should ever be discovered to exist in our times.

[2]

But is all this possible? Of
course -- if one accepts that giyyur can be retroactively annulled.
Indeed, if it is possible to retroactively annul even one giyyur based
upon subsequent conduct of a ger, then we can NEVER rely upon the
Jewishness of ANY person who underwent giyyur, nor upon the Jewishness
of any descendent of a female proselyte. The Jewishness of all such persons is
eternally contingent, always liable to being undermined by some future
revelation. Knowing this, other Jews should always refrain from having gerim
or the descendents of female giyyorot serve as witnesses, rabbis,
Cohanim … they cannot be counted for a minyan, for a zimmun etc… and of course,
no one will ever agree to marry them. In fact, the most reasonable conclusion
for any Orthodox rabbi to draw is that it is better never to accept anybody for
giyyur – for who can really know what is in a person’s heart, and how
he/she will behave in the future? And of course, once it gets around to persons
who have been planning to undergo Orthodox giyyur that they and their
children will always be only conditionally Jewish – they will surely revise
such ill-considered plans. Who would knowingly place themselves and their
families in such a terrible bind?

However, there is no justification
for anyone to hold, that halakha enables retroactive annulment of giyyur based
upon the proselyte’s future conduct. This determination is based upon several
grounds. One is that the normal position of halakhic tradition is, that ritual
acts (in general) and ritual acts affecting an individual’s personal status (in
particular) are valid, irrespective of the subjective intent of the parties
involved and irrespective of their subsequent conduct. Another is, that the
central and major halakhic sources go out of their way to stress the point,
that giyyur is valid immediately and irrevocably, however the proselyte
subsequently chooses to conduct himself.

The Autonomy of Ritual

In western culture, especially in the context of Protestant Christianity, the autonomy of
ritual may seem strange; is not religion a matter of belief, a matter of the
heart? However, in many cultures and many religions, performance of certain
prescribed acts in the proper way results in an outcome possessing validity and
force. This is true also within many areas of western culture, e.g., law,
economic transactions – even in artistic and dramatic contexts. Focusing on
Judaism, the general rule within the framework of halakha is, that commandments
performed without conscious religious intent are valid (mitzvot einan
tzerikhot kavvana).#_ftn3" title="_ftnref3" name="_ftnref3">

[3]

By way of illustration, let us consider the case of Jewish marriage.

Marriage is an event that entails a major change of status, with dramatic consequences for
both parties. Because of these consequences, it seems to be the case that in
all known societies, the decision to marry is regarded as a serious commitment,
not to be lightly undertaken. Indeed, we do our best to educate our children
that marriage should be undertaken only with the right person, for the right
reasons. The words harei att mequdeshet li kedat Moshe ve-Yisrael should
be uttered by the groom with heartfelt intention, love, and deep commitment –
and they should be heard and accepted by the bride in like spirit. Therefore,
no person should agree to witness an act of kiddushin if not convinced
that it is being undertaken by the bride and groom in the proper spirit.

Now, imagine a case in which Shimshon, a young Jew with rich parents, is seduced by Gomer, a
Jewish woman of low morals who is interested in his money. He was interested in
her only for sex, and never intended to continue the relationship. But she
threatens to sue him if he doesn’t marry her, and he agrees to do so. However,
he is afraid of his parents, and therefore agrees to betroth her only by
‘secret’ kiddushin. They call over two yeshiva teenagers loitering
nearby, who (foolishly) agree to serve as witnesses, and he hands her a ring
and recites the proper formula. The next day, they reveal to each other that
they never wanted to be married: he says that he only went through the motions
in order to appease her, and she says that she only wanted to hurt him, and
never intended to be his wife. Both of them agree to behave as if the kiddushin
never happened, and they have no more contact with each other. He moves to Israel and marries a suitable wife, and she moves to Australia and marries a rich Jewish barrister. They have no problem in
doing so, for the kiddushin were secret and each easily provides the
local rabbinate with confirmation that they are unmarried.

So: Shimshon
and Gomer say that they never really wanted to marry each other; they participated
in the ritual of kiddushin for really reprehensible reasons; and their
subsequent behavior confirms that they did not regard themselves as married to
each other. But the witnesses were kosher witnesses, the ring was his, they
heard him utter the words clearly and saw him put the ring on her finger – and
she kept the ring on, and even smiled. Would any rabbi say that the couple’s
subsequent behavior “reveals” that they did not have the proper intent when
performing the kiddushin and therefore the marriage is invalid and they
are both eligible bachelors? Is there any halakhic doubt that Gomer’s
“marriage” to the barrister is invalid, and that any child she has with him is
a mamzer? The answer to both questions is in the negative. Once kiddushin
has been performed ‘by the book’, the motivation that led each of the
partners to undergo that process is irrelevant. So too, the subsequent conduct
of one or both of the partners will have no effect upon their halakhic status
as husband and wife. Gomer has undergone a radical transformation of status
from penuya (an unmarried person) to eshet ish, with all that
entails: under Torah law, sexual relations she has with anyone but Shimshon is
adultery, and any child she conceives out of such relations is a mamzer,
who will face almost insurmountable obstacles in his/her quest for a Jewish
marriage. All because of an ill-considered decision to participate in a
one-minute ritual act!

The case of kiddushin,
so clear to anyone familiar with the halakhic tradition, illustrates the
autonomous power and force of ritual.

The sources
on giyyur cited below reveal the same ritual logic: Once giyyur has
been performed, the motivation that led the Gentile to undergo that process is
irrelevant. So too, the subsequent conduct of the proselyte will have no effect
upon his/her halakhic status as a Jew. The proselyte has undergone a radical
transformation of status from nokhri (a non-Jew) to Yisrael (Jew/ess),
with all that entails: as a Jewess, she is now party to the Jewish People’s
Covenant with G-d, and bound to obey that Covenant, whether or not she knows
anything about its contents (similar to a biologically-born Jew).#_ftn4" title="_ftnref4" name="_ftnref4">

[4]

She may not marry a Gentile, and if she does, the marriage is automatically
invalid; she may marry only a Jew, and if she does, her marriage is valid
however she behaves or regards herself. As a Jewess her status is
non-contingent upon her fulfillment of the Covenant, or upon her continuation
of any contact with Judaism or Jews. Let us now consider the sources themselves
– beginning with the rock-bottom definition of Jewishness as deriving from
birth.

Jewishness, Birth and Giyyur

According to halakha, any person born
to a Jewish mother is a Jew. To most Jews, that sounds quite reasonable.
However, such a determination is far from self-evident. Consider a
counter-example: if a person was born on a kibbutz, and her two parents are
members of the kibbutz, she is not automatically a member. Rather, upon
reaching a certain age, she must decide if she wishes to apply for membership.
If she applies, her application comes up for discussion by the kibbutz
assembly, who then decide the matter by a vote. While it is reasonable to
assume that a child born and raised on the kibbutz will be accepted for
membership if she applies, it is not automatic. The important point (in the
current context) is that her membership is contingent upon at least two
decisions: her decision to apply, and the assembly’s decision to accept her. By contrast, Jewishness is not contingent
upon any person’s decision, but is regarded by tradition as a ‘fact of birth’.
The sources of this self-understanding are very ancient: in the Bible, the
Israelites are the “Children of Israel”, i.e., the lineal descendents of the
Patriarch Jacob and his twelve sons. In the Bible, then, the People of Israel
are made up of persons born into a (very) extended family.

Some notions accepted in Biblical
times were abrogated or modified by the Oral Torah (Torah she-b’al peh);
significantly, the concept of the familial nature of Jewishness was not only
retained, but also even reinforced. Not only is Jewishness acquired by birth
according to Rabbinic tradition, but it is permanent and irrevocable. In other
words, if a person born as a Jew chooses to relinquish all contacts with his
Jewishness, and (furthermore) to join another faith community out of sincere
and deep belief in a totally non-Jewish theology (e.g., Hare Krishna) – that
person nevertheless remains a Jew, in the eyes of halakha. He is an apostate –
but, an apostate Jew. The main practical halakhic implications of this
are twofold.

First: If at
any point this person decides to join the Jewish community – all he has to do
is to recant, and resume Jewish praxis. No conversion is required, for in the
eyes of halakha he has ‘really’ been Jewish all along.#_ftn5" title="_ftnref5" name="_ftnref5">

[5]

Second: If our
devout Hare Krishna apostate places a ring on the hand of a Jewess in the
presence of two valid Jewish witnesses and while doing so recites the halakhic
formula: “You are betrothed to me by this ring according to the law of Moses
and Israel” – the couple is now halakhically husband and wife.#_ftn6" title="_ftnref6" name="_ftnref6">

[6]

As
Maimonides writes:

If an apostate
Israelite performs a betrothal, even if he has freely chosen an alien religion,
the betrothal is fully valid and [for the wife to be released from that union]
she requires a bill of divorce.#_ftn7" title="_ftnref7" name="_ftnref7">

[7]

This is also the clear-cut ruling of
rabbi Joseph Caro in his Shulhan Arukh.#_ftn8" title="_ftnref8" name="_ftnref8">

[8]

But … how do Maimonides and Rabbi
Caro know this? Surprisingly, it is nowhere stated directly in the Talmud that
an apostate Jew remains a Jew. Rather, both Maimonides and Rabbi Caro derive
the absolutely non-contingent Jewishness of a Jew by birth who willingly left
the fold, from the Talmudic ruling with regard to a Gentile who became a Jew
and immediately recanted.#_ftn9" title="_ftnref9" name="_ftnref9">

[9]

Rabbi
Shelomo Cohen writes,#_ftn10" title="_ftnref10" name="_ftnref10">

[10]

that
this is an a-fortiori (qal va-homer) inference: if a person who
was not born as a Jew, but became a Jew via giyyur and then reverted to
a Gentile life and faith, is nevertheless halakhically an apostate Jew and can
perform a valid betrothal – then surely a person who was born as a Jew and
chooses a non-Jewish life and faith is still halakhically Jewish (albeit, an
apostate).

But in fact,
postulating such a hierarchy is not logically or textually necessary. Rather,
what the Tannaitic text states is that immediately after giyyur the
status of the former Gentile is equivalent to that of a Jew by birth.
Here is the entire text, a Baraita cited in Yevamot 47b:#_ftn11" title="_ftnref11" name="_ftnref11">

[11]

Our
Rabbis taught: If a prospective proselyte comes to undergo giyyur in the
present era, we#_ftn12" title="_ftnref12" name="_ftnref12">

[12]

say to him: “What did you
see that made you come to seek giyyur? Do you not know that nowadays the
Jewish people are afflicted, oppressed, downtrodden and harassed and that
hardships come upon them?” If he responds: “I know, and I am unworthy [of
joining them],” we accept him immediately. And we inform him of some minor
commandments and some major commandments. And we inform him of the sin [of the
neglect of the commandments] of Gleanings, of the Forgotten Sheaf, of the
Corner, and of the Poor Man's Tithe#_ftn13" title="_ftnref13" name="_ftnref13">

[13]

. And we
inform him of the punishment for the transgression of the commandments. We say
to him: “Be aware, that before you reached this situation, if you ate
[forbidden] suet you were not punishable by Karet [extinction by Heaven]; if
you profaned the Sabbath, you were not punishable by stoning; but now [after giyyur],
if you eat suet, you will be punished by Karet, and if you profane the Sabbath,
you will be punished by stoning.” Just as we inform him of the punishments for
[transgressing] the commandments, we inform him of the rewards [for
observance]. We say to him: “Know, that the world to come is not made except
for the righteous. And, in the present era the Jewish people cannot receive an
abundance of good or an abundance of calamity.” We do not overwhelm him, nor
are we strict with him. Once he received,#_ftn14" title="_ftnref14" name="_ftnref14">

[14]

we
circumcise him immediately. If shreds that impede a valid circumcision remain,
we circumcise him again. Once he has healed, we immerse him immediately. And
two rabbinic scholars stand over him, and inform him of some minor commandments
and some major commandments. Once he has immersed and come up, he is like a Jew
in every respect.#_ftn15" title="_ftnref15" name="_ftnref15">

[15]

The
Talmudic sages ask with regard to the phrase “Once he has immersed and come up,
he is like a Jew in every respect” – “What is the implication of this
statement?” and answer:

[The implication is], that if the proselyte reverts [to a
Gentile life], and performs a ceremony of kiddushin [halakhic betrothal]
with a Jewish women, we regard him as an apostate Jew, and the kiddushin
are valid.#_ftn16" title="_ftnref16" name="_ftnref16">

[16]

Kiddushin
is a ceremony in which a Jewish woman becomes betrothed to a Jewish man, a
condition that continues until the death of one of the partners or their
divorce. According to Talmudic halakha, if one of the partners to such a
ceremony is not Jewish, the ceremony has no effect whatsoever. To state that a
person following a totally Gentile lifestyle can be a partner to a valid kiddushin
is equivalent to stating that she is unconditionally a Jewess. The Talmud
thus indicates that our Baraita is a statement about membership in the Jewish
collective. Any person who has undergone a process of giyyur is
irrevocably a member of the Jewish collective, and is equal to a person
biologically born as a Jew; both remain a Jew regardless of how they behave.

A similar position is found in
Bekhorot, in the framework of the Talmudic interpretation of a Baraita
originating in Tosefta Demai. The Tosefta states:

A proselyte who took upon himself all matters of Torah, and
is suspected [of non-observance] with regard to one matter, even with regard to
the entire Torah – behold, he is like an Israelite apostate.#_ftn17" title="_ftnref17" name="_ftnref17">

[17]

And
how is he like a Jewish apostate? The Talmud answers thus: “If he performs kiddushin,
his kiddushin is valid”.#_ftn18" title="_ftnref18" name="_ftnref18">

[18]

On the
basis of Bekhorot alone, one might imagine that perhaps some minimal period of
time must elapse between the giyyur and the apostasy, for the person to
be considered irrevocably Jewish. However, Yevamot makes it very clear, that
Jewishness becomes irrevocable immediately upon the completion of the giyyur
ritual: “Once he has immersed and come up, he is like a Jew in every
respect”. In other words, if upon emerging from the waters of the mikveh our
newly-Jewish acquaintance resonates to the drumbeat of an idolatrous procession
in the adjacent thoroughfare, rushes outside, joins the procession and
disappears from our view never to be seen again – he remains a Jew for
evermore.

Maimonides illustrates this by referring to the case of
King Solomon’s idolatrous wives. He explains, that (pace the plain
meaning of the biblical text#_ftn19" title="_ftnref19" name="_ftnref19">

[19]

),
Solomon never married non-Jewish wives. Rather, every time he found a Gentile
woman whom he wished to marry, he convened an ad hoc ‘court’ of three
laymen who conducted a giyyur ritual through which the woman became a
Jew – and he then married her. True, her only motivation for giyyur was
for the sake of marriage, she knew nothing about any of the commandments, and –
furthermore – devoutly believed in alien gods before, during and after
undergoing giyyur. Her subsequent behavior confirmed this, for after her
giyyur she continued to worship these gods, using her husband’s
resources to construct and maintain sites of idolatrous activity. Nevertheless,
she was a Jewess, and therefore her marriage to King Solomon was completely
valid. Here is how Maimonides puts it:

Do not imagine that Samson, the savior of Israel,
or Solomon, king of Israel,
who was called “the beloved of the Lord,” married foreign women while they were
still Gentiles. Rather, the secret of this matter is as follows… since Samson
had women undergo giyyur and them married them; and Solomon had women
undergo giyyur and then married them. And it is known that they became
Jewish only for a purpose, and their giyyur was in defiance of the
[official] court. Therefore, Scripture considered them as-if Gentiles. In
addition, their subsequent behavior revealed their original mindset, that they
worshipped their alien gods. And they constructed high-places for those gods,
and Scripture attributed to Solomon as-if he had built them, as it says (Second
Kings XI:7): “Then did Solomon build a high-place”.#_ftn20" title="_ftnref20" name="_ftnref20">

[20]

According
to Maimonides, it is worse to be involved in an intermarriage than to be married
to an apostate Jewess. Therefore, giyyur of a person who never even
considered abandoning pagan belief and worship and who becomes a Jew only for
the sake of marriage is preferable, if the concrete alternative is a Jew living
with that same person without giyyur. Clearly, this entire scenario is
possible only if a ritual of giyyur performed under such circumstances is
efficacious – and Maimonides stresses that such is indeed the case:

A proselyte whose motives were not
investigated or was not informed about the commandments and their desserts, but
was circumcised and immersed in the presence of three laymen, is a proselyte.
Even if it was known that his becoming a proselyte is for some utilitarian
purpose, he has exited from the Gentile group once he was circumcised and
immersed. However, he should be regarded with reservation until his
righteousness becomes apparent. Even if he once again worships idols, he is as
an apostate Israelite, whose betrothal is valid. And we are commanded to return
his lost property to him. Because he immersed, he is an Israelite. That is why
Samson and Solomon kept their wives, even though their wives’ secret was
manifest.#_ftn21" title="_ftnref21" name="_ftnref21">

[21]

It is obvious from this text that once a person
underwent giyyur, her Jewishness is completely non-contingent upon her
subsequent praxis or beliefs, or indeed, upon her praxis and beliefs at the
very moment of giyyur. It is therefore clear that whatever the phrase
“he should be regarded with reservation” means,#_ftn22" title="_ftnref22" name="_ftnref22">

[22]

it does not refer to the existence of any doubt regarding the validity of the giyyur
itself: if such doubt were to exist, no valid kiddushin could have
occurred, and Maimonides would have failed to rescue Samson and Solomon from
the charge of intermarriage. Indeed, if the validity of the giyyur of these
women was in any way contingent upon on their behavior or beliefs during or
after their giyyur, they would have been considered Gentiles because
“their secret was manifest” namely, at no stage did they forsake their
idolatry.

To
make my argument as strongly as the sources warrant: at no point between the
Talmudic period and the 19th century did any rabbi rule that an
individual proselyte’s sinful behavior or pagan beliefs after immersion for giyyur
would invalidate his Jewishness. Furthermore, at no point between the
Talmudic period and the 19th century did any rabbi rule that an
individual proselyte’s inappropriate motivation, inner disposition or beliefs
during the process of giyyur itself – would invalidate the
efficacy of the ritual.#_ftn23" title="_ftnref23" name="_ftnref23">

[23]

Giyyur as Birth

As I
noted above, the irrevocability of giyyur is consonant with the general
halakhic position regarding the autonomy of ritual acts affecting personal
status. According to all major halakhic sources, the halakhic efficacy of any specific ritual process of giyyur
is dependent only upon the empirically verifiable performance of certain
acts (or: occurrence of certain events).

Furthermore, I noted that with regard to giyyur all major
halakhic sources posit the irrevocability of the Jewish status of a ger and
the Jewish status of a Jew-by-birth. Therefore, there is an inseparable
halakhic link between the (irrevocable) Jewishness of a proselyte and the
(irrevocable) Jewishness of a Jew by birth, whatever they believe and however
they act.#_ftn24" title="_ftnref24" name="_ftnref24">

[24]

This inseparable link is not merely a formal correlation, but
derives from the core metaphor of Jewishness as kinship, in which membership is
acquired in only one way: birth. For a person to be a Jew, he must be born into
that status. That is the basis for the religious-cultural halakhic logic, of
considering giyyur as equivalent to birth. Indeed,
the rabbis explicitly compare a ger to a newly-born Jew, stating: “A proselyte who has undergone giyyur is
as a newborn child.”#_ftn25" title="_ftnref25" name="_ftnref25">

[25]

This
equivalence of giyyur with birth applies not only to the irrevocability
of a proselyte’s Jewishness – but also to other very basic aspects of his
identity. As a newly-born person, all the proselyte’s prior kinship ties are
regarded as dissolved from the moment of giyyur. If several members of a
Gentile family underwent giyyur, each one is now regarded as a discrete,
unrelated individual. This entails powerful halakhic consequences, such as:

1) The [newly
unrelated] proselytes were allowed by Torah law (de-Oraita) to marry one
another: the [biological] father might marry his daughter, the mother her son,
a brother his sister, and so forth. #_ftn26" title="_ftnref26" name="_ftnref26">

[26]

2) If a father and son both underwent giyyur, the
son does not inherit his father upon the
latter’s death.#_ftn27" title="_ftnref27" name="_ftnref27">

[27]

3) While
according to halakha the testimony of relatives is not acceptable in court,
persons who were related prior to giyyur may [after undergoing giyyur]
testify in court on behalf of each other.#_ftn28" title="_ftnref28" name="_ftnref28">

[28]

The
radical implications of these laws can hardly be overemphasized, for they subvert
the most basic foundations of social order and of morality by upsetting family
ties ostensibly grounded in biological reality. Undoubtably, this is a high
price to pay. But since Torah regards Jewishness as deriving only from birth,
the only other avenue open to halakha would be, total rejection of the
possibility of giyyur. But the G-d of Israel
loves proselytes; indeed, G-d is characterized as Ohev Ger (Deuteronomy/Devarim
10:18). Therefore, giyyur
IS possible – and it is possible only as birth into the Jewish kinship. Thus, a former Gentile who immerses
in water for the sake of giyyur is
transformed and recreated. Emerging from the waters of the mikveh, he is newly-born, as an infant emerging from a mother’s
womb – a Jewish mother’s womb. That is why he is as irrevocably Jewish
as is a Jew by [biological] birth: “Once he has immersed and come up, he is like a Jew in every
respect”. Birth cannot be retroactively annulled.

#_ftnref1" title="_ftn1" name="_ftn1">

[1]

Bava
Metziah 59b, Mishne Torah Hilkhot Mekhirah 14:15-17, Shulhan Arukh
Hoshen Mishpat 248:2

#_ftnref2" title="_ftn2" name="_ftn2">

[2]

But the
existence of such a person would be a rare event, indeed, because “in our times the presumption is that
the intention of those seeking to undergo giyyur
is, to mislead the court when they say that they will observe the
commandments, while in their heart they are far from such intent”. Rabbi
Gedalya Axelrod, 'Observance of Commandments as a Condition for [Valid] Giyyur' (Hebrew), in Shurat ha-Din (The Letter of the
Law), Vol. 3 (Jerusalem, Sha’ar
ha-Mishpat Institute of the
Directorate of Rabbinical Courts, 1995), pp. 175–90. The quote is from p. 189.

#_ftnref3" title="_ftn3" name="_ftn3">

[3]

There
are certain specific exceptions to this general rule, but that is what they
are: exceptions. One exception: Fulfillment of the mitzvah of prayer requires
one to recite the ‘amida, consisting (on normal weekdays) of 19
benedictions. One should attempt to attend to the meaning of the words of the
prayer, however, if one failed to do so, one has nevertheless fulfilled the
mitzvah of prayer – if at least during the first benediction one did attend to
it’s meaning. I.e., reciting the ‘amida with attention to the first 5%
of the words is fulfillment of intention required for the mitzvah. Cf. Shulhan
Arukh Orah Hayyim 101:1.

#_ftnref4" title="_ftn4" name="_ftn4">

[4]

Cf.
Shabbat 68a where the Talmud refers to a Gentile who underwent giyyur
without ever hearing of the existence of Shabbat.

#_ftnref5" title="_ftn5" name="_ftn5">

[5]

This is
the original halakha. In medieval times it became customary in Europe
for returning apostates to undergo a ceremony analogous to giyyur,
although this was not formally necessary. Cf. Shulhan Arukh Yoreh De’ah 268:12.

#_ftnref6" title="_ftn6" name="_ftn6">

[6]

A Jewish
marriage can be contracted only between a man and a woman, both of whom are
Jewish.

#_ftnref7" title="_ftn7" name="_ftn7">

[7]

Hilkhot
Ishut 4:15.

#_ftnref8" title="_ftn8" name="_ftn8">

[8]

Shulhan Arukh Even HaEzer 44:9.

#_ftnref9" title="_ftn9" name="_ftn9">

[9]

Cf.
Yevamot 47b. For this being the source of Maimonides’ ruling, cf. Maggid
Mishne ad.loc. For this being the source of rabbi Caro’s ruling, cf. the
following commentators ad.loc. : Be’er HaGolah #90; Beiur
HaGra #16 (who concurs and adds a second source, Bekhorot 30b, that also
relates to a recanting ger). Interestingly, rabbi Moshe Feinstein holds
that the impossibility of a born Jew changing his identity and becoming a
Gentile requires no source text at all, as it is absolutely self-evident
(Responsa Iggerot Moshe Even HaEzer IV:83). However, an examination of
the history of halakha reveals that the matter was not regarded as
self-evident. Rather, it was seriously debated in early medieval times and
there were Geonic authorities who held that if a born Jew abandons Torah to the
extent of joining another religion and publicly desecrating the Shabbat, he is
no longer a Jew even for purposes of marriage (cf. Responsa of Rashi #169;
Responsa Tashbetz III:43; Responsa Yakhin
uBoaz II:31).

#_ftnref10" title="_ftn10" name="_ftn10">

[10]

Responsa MaHarShaKh, 3:102. Rabbi Cohen lived in the 16th
century Ottoman Empire.

#_ftnref11" title="_ftn11" name="_ftn11">

[11]

Translated
by Sagi and Zohar in Transforming Identity (Continuum Press, London
and New York, 2007).

#_ftnref12" title="_ftn12" name="_ftn12">

[12]

The
grammatical structure of the talmudic text is ambiguous regarding the subject
addressing the prospective proselyte: the phrase Omrim lo [say to him]
is in present tense plural, but the subject can equally be translated as we or
you (pl.), or they. Our use of “we” is not definitive.

#_ftnref13" title="_ftn13" name="_ftn13">

[13]

These
are commandments instructing farmers to leave portions of the crop for the
poor. Cf., e.g., Leviticus 19,7 and 23,22.

#_ftnref14" title="_ftn14" name="_ftn14">

[14]

The
Hebrew word kibbel is ambiguous. We translate it here as “receive,” but
it can also be translated as “agrees” or “accepts.” This ambiguity enables
multiple interpretations, as Avi Sagi and I discuss in Transforming Identity.

#_ftnref15" title="_ftn15" name="_ftn15">

[15]

Yevamot 47b. Our translation here is based on
the Schottenstein edition of the Talmud Bavli, New York,
Mesorah Publications, 1999. However, we have emended the translation in several
places to give what we see as a better rendition of the sense of the original
text.

#_ftnref16" title="_ftn16" name="_ftn16">

[16]

Yevamot
47b.

#_ftnref17" title="_ftn17" name="_ftn17">

[17]

Tosefta
Demai 2:4 (p. 69 in the Lieberman edition). Our translation.

#_ftnref18" title="_ftn18" name="_ftn18">

[18]

Bekhorot 30b.

#_ftnref19" title="_ftn19" name="_ftn19">

[19]

Cf.
Second Kings XI.

#_ftnref20" title="_ftn20" name="_ftn20">

[20]

Mishne
Torah, Hilkhot Issurei Biah, XIII:14-16.

#_ftnref21" title="_ftn21" name="_ftn21">

[21]

Ibid.,
XIII:17.

#_ftnref22" title="_ftn22" name="_ftn22">

[22]

Much
ink has been spilled by rabbis in recent times to explain this. For our
interpretation, see Transforming Identity pp. 168-169.

#_ftnref23" title="_ftn23" name="_ftn23">

[23]

For the sake of clarity: this is true not only with
regard to those rabbis who held that a valid giyyur is possible without kabbalat
mitzvot, but also with regard to those rabbis who held that kabbalat
mitzvot is a sine qua non for a valid giyyur. This is so
because, however those rabbis understood that phrase, they never identified it
as an internal disposition but as an event that is empirically verifiable at
the moment it occurs.Some understandings of that event were: the proselyte’s
reception of information about the commandments, as conveyed to him by the
court; the proselyte’s willingness to become a Jew; the proselyte’s commitment
to proceed with the giyyur ritual (= circumcision and immersion) after
hearing about the commandments; the proselyte’s declaration of commitment to
observe the commandments. See: Transforming Identity, chapters 9, 10,
11, 12.

#_ftnref24" title="_ftn24" name="_ftn24">

[24]

Undermining the status of a person who underwent giyyur because of how
he conducts himself logically entails undermining the status of a person who
was born to a Jewish mother, because of how he conducts himself. Indeed, it is
my personal opinion that this is the ‘deep logic’ that underlies the common
custom in haredi circles to reject the propriety of marriage between
“frum from birth” haredim and Jews who were born to non-haredi families
and later chose to adhere to a haredi lifestyle.

#_ftnref25" title="_ftn25" name="_ftn25">

[25]

ger she-nitgayyer ke-katan she-nolad --
Yevamot 22a, and parallel texts.

#_ftnref26" title="_ftn26" name="_ftn26">

[26]

It
should be noted that such marriages between relatives of the first degree have
been forbidden by rabbinic enactment. However,
marriages between relatives of lesser closeness are permitted to proselytes,
although they are forbidden between Jews born to a Jewish mother. On all this see
Code of Maimonides, Laws of Forbidden Intercourse, 14:11 and ff.

#_ftnref27" title="_ftn27" name="_ftn27">

[27]

See Code of Maimonides, Laws of
Original Acquisition and Gifts 1:6.

#_ftnref28" title="_ftn28" name="_ftn28">

[28]

See Code of Maimonides, Laws of
Evidence 13:2.

The Impact of Tearful Prayers

Question: The Talmud contends that "from the day that the Beit HaMikdash was destroyed, the gates of prayer were locked...but the gates of tears were never sealed". (Bava Metzia 59a-Berakhot 32b) The implication is that tears have an impact upon prayers. Or better yet, tearful prayers are always in order. How are tearful prayers more significant or potent than simple prayers without tears?

Response: The Talmud states (Sotah 11a) that prior to the enactment of the evil decrees which enslaved the Jews in Egypt, Pharaoh sought the counsel of three sages. Job was silent at this meeting and subsequently was punished by the Almighty for his silence by the affliction of pain. Yet punishment in the Bible generally relates in some form to the nature of the crime. In this situation the punishment of pain in no way relates to the sin of Job. Also, it is necessary to determine the nature of Job's immoral behavior. What sin did he commit by being silent? Yes, his silence may be construed as a form of acquiescence to the slavery of the Israelites promulgated by Pharaoh. But is it not possible that Job firmly believed that any action or statement on his part would be to no avail? What impact would his demurral have upon Pharaoh? How could one individual go against the mighty legions and the powerful Egyptian military machine? Sensing, therefore, the futility of any contrary position, Job merely was silent. Was this silence such a grievous crime that Job was subsequently punished by the agony of constant physical pain and sickness?

Our sages contend that the punishment of pain was a divine lesson to Job, and through him to all mankind, that the argument of futility is not morally adequate to sustain silence in times of danger. Job was afflicted with such severe ailments that he cried out constantly because of the unbearable agony of the pain. Why did he cry? Why did he publicly bemoan his physical pain? Did he not know that screaming and moaning do not help the condition? Is it not futile to moan when one is in pain? The answer is that it is the nature of man to cry out when he hurts. Crying does not stop the pain, but, rather, gives evidence that the pain exists. It is the manifestation that something internally is wrong. The silent person is basically the one who does not poignantly feel pain. All is well - there is no reason to cry. Job's reaction to his own plight, and his silence in the face of impending danger to the Israelites, proved that Job felt no internal pain when Israelites were killed. Job cried over his personal problems, not over pogroms to Israelites. The enslavement and the possible ultimate destruction of the Israelite people did not disturb Job's emotional tranquility. Had Job been a friend to the Israelite people, then the silence would have been impossible. The natural human strands of emotions would have evoked a verbal crescendo of pain. Silence was, therefore, evidence of no concern and no personal involvement. For this reason, Job's silence was marked as a message of immorality. (Sihot Musar; Rav Hayyim Shmuelevitz, Rosh HaYeshiva, Mir, Jerusalem - 5733, Ma'amar 5)

The Torah and the Natural Way of the World

Why Are There 39 Types of Work Forbidden on Shabbat

People familiar with the Sabbath laws know that the Torah does not list the activities prohibited on the Sabbath. However, rabbis in the Babylonian Talmud, Shabbat 49a, state that the Torah hints at the activities that are banned.
These hints are based on two rabbinical teachings that are applied by the rabbis at times: (1) When facts or incidents are placed near one another in the Bible, one can derive a lesson from the juxtaposition. (2) A halakhah can be learned from such things as counting the number of times an item appears in the Torah.
Thus the rabbis stated:
• Because the Sabbath is mentioned near the laws of the building of the Tabernacle, we are informed that those labors necessary to construct the Tabernacle are forbidden on the Sabbath.
• Since the term melakhah is found in the discussion of the Sabbath and appears thirty-nine times in the Bible, Scripture is teaching that there are thirty-nine categories of proscribed work on this holy day.
Some scholars who attempt to find reasons for the commandments, such as Rabbi Samson Raphael Hirsch, suggest that the thirty-nine categories are comprised of melekhet machshevet, a phrase found in Exodus 35:33 which they translate as "creative acts." Creative acts, they say, are forbidden on the Sabbath to remind Jews that God created the world, ceasing to perform acts of creation on the first Sabbath.
Critics of these views point out that no hint of the thirty-nine labors exists in the Torah itself, and that the register of prohibitions is clearly rabbinical in origin. If the Torah wanted to teach that work performed in the Tabernacle or creative acts should not be done on the Sabbath, it would have stated this clearly. Furthermore, the claim that the word melakhah appears only thirty-nine times in the Bible is incorrect. The word appears more than thirty-nine times - it is present in 166 verses throughout the entire Bible, including sixty-five in the Pentateuch alone.
Additionally, hundreds of jobs were performed by Tabernacle workers but were not included in the thirty-nine categories listed by the rabbis, such as carrying work instruments and other items in the Tabernacle structure, washing before and after work and before and after eating, setting the table to eat, using utensils in eating and drinking, cleaning the table after the meal, and clearing work areas when work were completed. Why were these activities not listed as acts prohibited on the Sabbath?
Many "creative acts" in the building of the Tabernacle are also not on the list of forbidden Sabbath activities, such as measuring boards and cloths and placing them in their proper places in the Tabernacle based on the measurements, as well as counting, reading, studying, giving directions to subordinates, and other activities for which a specialist is generally consulted.
Even rabbis who contend that the list of prohibited Sabbath labors was derived from the Torah recognize that there are more than thirty-nine categories of work that are disallowed on the Sabbath. Mekhilta d'Rabbi Shimon bar Yochai, for example, adds, in its concluding paragraph, acts unbecoming the tone of the Sabbath day, as well as buying, selling, loaning, placing an article in deposit, legal judgments, legal claims, appeals, other court activities, marriage, divorce, and accounting - eleven more. The Midrash cites what it considers to be scriptural proof for each of these items.
Why, then, if the sages themselves recognized that more than thirty-nine activities were prohibited on the Sabbath, were thirty-nine banned behaviors chosen and not another number? Also, why did the rabbis (in such places as Mishnah Shabbat 73a and the Babylonian Talmud, Shabbat 49b) call the number arba'im chaser achat, "forty minus one"? Why did they not simply say thirty-nine?
The Significance of the Number Forty
The number forty is a symbolic figure associated in Jewish thought with a long period or large number of difficulties. It reminds Jews, for example, of the forty years of struggle, exertion and challenges faced by the Israelites as punishment for accepting the wrong-headed assessment of the ten spies sent to evaluate the land of Canaan and for the Israelites' refusal to rely on the divine assurances and advance in armed battle to conquer the land.
The number also recalls the forty days and nights when the flood raged and destroyed all earthly inhabitants; only Noah, his family and the animals he sequestered on the ark were saved.
The number forty brings to mind the forty days and nights that Moses spent on Mount Sinai, with no one but God, without food and drink. This was a period of deep mental and physical exertion, in which he obtained the Decalogue from God, learned its meaning and brought it to the Israelites.
The Meaning of the Words "Forty Minus One"
The unusual phrase "forty minus one" appears to have special meaning, for if it did not, the number thirty-nine would have been used. Aside from being employed in reference to the Sabbath in Mishnah Shabbat 7:2, "forty minus one" is also utilized as the count for the lashes inflicted as punishment upon certain criminals for certain crimes in Mishnah Makkot 3:1-10.
The rabbis were conscious of the severity of the thirty-nine lashes and the enormous strain and bodily destruction it produced, as they stated in Mishnah Makkot 3:10. Only a few rather strong men, undoubtedly, could endure so many harsh beatings. It is, therefore, more than likely that they rarely inflicted the full count of thirty-nine lashes. Indeed, the rabbis required that a doctor examine and evaluate a prisoner's physical condition before lashes were inflicted, and, if the doctor determined that the criminal could not stand the large number of whippings, the amount was reduced. Thus, it should be clear that the number "forty minus one" is more symbolic than real. Why, then, did the rabbis choose the phrase "forty minus one"?
It seems that the rabbis wanted to say two things. First, as indicated by the symbolism of the number forty, the criminal deserved a harsh and unpleasant punishment because of his misdeed. Second, by reducing the number and making it clear that they were decreasing it by using the phrase "forty minus one," they were teaching that people must not act ruthlessly without sensitivity and consideration - even with criminals.
Applying This Concept to Shabbat
Consistent with the usage of the phrase with corporal punishment, it appears that the rabbis were teaching two lessons. First, by mentioning forty, which denotes difficulty, they made it clear that Shabbat should be a day when Jews scrupulously abstain from creative acts. The abstention should be more than symbolic; it must be noticeable, clear, obvious, unambiguous - an unmistakable demonstration of a fundamental Jewish idea, that Jews are thinking of God and recalling that He created the world and ceased creative acts on the Shabbat. This demonstration can only occur when a significant number of acts are noticeably disallowed on the Shabbat.
But the rabbis also stressed a second lesson. The Sabbath is not a sad negative day devoted to abstentions and ascetic behaviors, a time, as the ancient Sadducees insisted, when Jews sequester themselves in their homes, set themselves apart from company, and sit in the dark and cold without light and fire. The rabbis insisted that the Sabbath is a day of pleasures.
Beside thirty-nine seemingly negative certainly restrictive melakhot, the rabbis instituted sabbatical laws that emphasize the enjoyment and spiritual elevation of the holy day, such as eating delicious foods, imbibing tasty drinks, beginning meals with a blessing and wine, wearing one's best clothes, devoting time to study and self improvement, and starting the Sabbath with the lighting of candles, symbolizing the light, warmth and joy that mark the anti-Sadducean quality of the Sabbath.
Thus, the Sabbath labors are "forty minus one," marking a day in which Jews understand both the rigorous duty to remember God and the delightful duty to do so with joy.
Summary
The rule banning "forty minus one" types of activities on the Sabbath raises many questions, including why the rabbis selected thirty-nine labors and used the term "forty minus one" to describe this count when there are clearly more than thirty-nine prohibited categories of labor on the Sabbath.
Since many ancient arduous activities were associated with forty, the number came to symbolize difficulties and work performed with rigor. The rabbis may have used the word forty with the Sabbath as a symbol to challenge Jews to demonstrate the meaning of the Sabbath; the Sabbath reminds Jews that God created the world, and they mark it by abstaining from a list of creative activities, just as God ceased performing acts of creation on the original seventh day.
By reducing forty by one and phrasing the number of restricted Sabbath activities as "forty minus one" rather than thirty-nine, the rabbis were symbolically reducing the difficulties. They were emphasizing that despite the need to remember and demonstrate the fundamental lesson of the Sabbath, the Jew must also understand that the Sabbath is not a gloomy time, but a day of delights, joy and self improvement.

Pikuah Nefesh and the Economic Crisis

Question: A person is an essential member of a United States governmental committee to resolve the current economic crisis.Of concern, Is whether the crisis is deemed a form of Pikuach Nefesh(a danger to life) This classification grants one permission to violate the Shabbat in order to extricate oneself (or a group of people)from this dangerous status.
Response:The following actual case took place.
In a dialogue between Rabbi Asher Lopatin and the Religion News Service pertaining to the religious sensitivity of Rahm Emanuel, President -elect Barack Obama's White House Chief of Staff', the following was reported. The Rabbi recalled that Rahm Emanuel informed him that he was requested to be part of a very important conference call on Rosh HaShana dealing with the financial bailout bill.Mr. Emanuel was concerned whether being part of such a conference call was a violation of Rosh HaShana."He wanted to know what I thought. I asked him,is the crisis as serious as they portray it.And he said , that according to the information that he had there was a potential for financial meltdown.I said that under those circumstances we have a law of "pikuach nefesh" , of saving lives and almost any ritual law may be pushed off for the sake of saving a life.I wouldn't say this with every piece of legislation, but if this bailout did not happen, it could lead to a question of life and death for certain people,"
The above was e-mailed to me with the following halachic question:- "Can a financial emergency rise to the level of Pekuach Nefesh to be docheh (overrule/annul)Shabbat?"
Though the Rabbi did not provide any rabbinic source for his decision, it may be shown that his position has merit and is supported by Chazal.
The Talmud states(Yoma 82a) R. Eliezer says (in reference to the verse: and you shall love Hashem your God with all your soul and with all your resources[D'varim 6:5] if it is stated with all your soul why was it necessary to state with all your resources?-and if it is stated with all your resources, why was it necessary to state with all your soul?Rather the explanation is that if you have a person whose body is more precious to him than his money,for this reason it is stated with all your soul,so that he be prepared to give up that which is most precious to him.And if you have a person whose money is more precious to him than his body,for this reason it is stated with all your resources, so that he be prepared to give up that which is precious to him.(Artscroll translation)
HaRav Moshe ibn Chaviv, in his classic commentary on Mesechet Yoma, titled "Tosafot Yom HaKippurim" posed the following question. It is a well known fact that the overwhelming number of people would deem life more important than monetary resources. Very few , if any, would consider monetary resources more precious than life. Accordingly, the behavior of such a minute minority should not be of concern to the Torah. Would not the rare person who values money more than life be so insignificant and abnormal that no one would even reckon with this person at all? HaRav Chaviv's response is that the Torah is not dealing with the view of a minute minority. It, rather, relates to different stages of life. A young, healthy person generally would value life more precious than resources. As long as a person was alive and well he could once again through effort regain the resources he lost. An older person, especially one who is ill,lacks the ability to in any way regain his financial assets. Such a person would value his funds more than his life; for any loss of his resources would signify his inability to sustain his life. The Torah, therefore, relates to two distinctly different classes of people; those who have the ability to recoup resources and those without such ability.
Accordingly, an economic meltdown to the infirm and elderly may truly generate a realistic Pikuach Nefesh.
In a discussion of the decision of the Rabbinate in Israel to sell the land to a gentile prior to Shmitta so that its produce may be marketed, HaRav Herzog, former Chief Rabbi of Israel contended that in contemporary times the nature of the prohibition was merely rabbinic, not biblical.In addition, he noted that the issue may be a form of "pikuach nefesh" [ karov l'pikuach nefesh] to sustain the Jewish population in Israel.( "Kuntras:Al D'var HaShmitta", p.51-52, by HaRav Issac HaLevi Herzog,in a memorial volume dedicated to HaRav Dr.Shaol Weingart titled Yad Shaol)
Thus a communal economic crises may be classified as a case of pikuach nefesh.
The prophet rebukes King David for his behavior with Batsheva.He tells a tale of a wealthy man with countless flocks of sheep who steals and slaughters the one calf and beloved pet of his neighbor rather than use any of his own flocks.The king was horrified by the immoral act and cries out "Ben Mavet ha'eesh haoseh zot"[the person who did this deserves to be killed](2 Shmuel 12:5) Of concern is why such a theft deserves the penalty of death. It was merely a monetary sin. Rashi says that stealing from a poor person is comparable to killing him. The meaning must be that if you take away the last resource of a person it is deemed as if one killed him.
The above sources appear to sustain the view that an economic meltdown crises is a form of pikuach nefesh.Accordingly, coupled to this would be the general approach to manifest a kilacher yad activity.Namely, any Shabbat violation is to be performed in an irregular manner.
It is vital to note that though a total loss of resources is a form of pikuach nefesh there are major Halachic distinctions between cases of life threatening circumstances and cases of loss of resources.
1. In life threatening situations, one may violate Shabbat observances even if the pikuach nefesh is not certain but merely a doubt. (Yoma 84b)There is no such leniency recorded in matters of a loss of resources. Also, there must be a total loss of resources, not a partial loss.
2. In life threatening situations even biblical restrictions of Shabbat may be violated to save lives.(ibid.,)In a loss of resources there is no source sustaining violation of biblical rules.(Note Harav Herzog utilizes the concern for pikuach nefesh of the Jewish community only after he rules that Shmitta is only a rabbinic observance in modern times.)
3. In life threatening situations, an individual may violate Shabbat to save one Jew's life.In a total loss of resources the status of pikuach nefesh,perhaps, is only utilized to prevent an economic meltdown that impacts a large number of Jewish households. Accordingly, no individual Jew may violate Shabbat to prevent personal loss of resources.As such, the pikuach nefesh of a loss of resources is a means of sustaining the viability of the Jewish community.It, therefore is an Halachic decision that may require a rabbinic P'sak and may not be unilaterally assumed
4. Custom has it that the non Jewish poor were required to be sustained by the Jewish community.(Gittin 61a) This appears to suggest that a Jewish governmental leader may be mandated to act in behalf of a gentile community to prevent an economic meltdown just as he would to prevent such a drastic crises to Jews.

(Logic would indicate that action on Shabbat would include all of the above factors.)

A Fair and Balanced Approach to Social Justice

Introduction

Increased awareness in social justice causes in Judaism is a most welcome development.  As advocates often point out, social justice is not external to Judaism but is pervasive throughout the laws and ethics of Jewish law.  From the individual perspective we believe that each human was created in the "reflection of the divine" (Bereishit 1:27), and as a people we are charged with being a "light unto the nations" in order to bring God's salvation across the earth (Yeshayahu 49:6).  The latter sages of the Talmud introduced the doctrine of "Tikkun Olam," repairing the world, as a legitimate justification for legal innovations.  From one point of view all the commandments serve to achieve the end of perfecting ourselves and our society.   

But determining which causes or methods represent the Jewish ideal of social justice is a difficult challenge.  Would an issue such as vegetarianism – notably supported by R. Abraham Isaac Kook – be considered a Jewish social justice issue if the Torah not only permits (Devarim 12:20) but occasionally requires eating meat (Shmot 12:8)?   Furthermore even granting a consensus regarding the legitimacy of a cause, there may be valid disagreement on how to implement solutions.  For example, there are several strategies in which people could help the poor.  Welfare or charity offers immediate short-term relief, but are not terribly helpful in the long term and could provide disincentives against self-improvement.  On the other hand, training programs which help individuals become self sufficient will take more time, but for Rambam this sort of charity is the highest level one can give (Mishneh Torah, Laws of Charity, 10:7).  People may share the same goal, but could disagree as to the social justice merits of a particular method.

This discussion is further complicated by the relationship between the religion and politics to the point where political policies and religious ethics become blurred.  In 2005 seven Jewish social justice groups opposed the nomination of Justice Samuel Alito to the Supreme Court.  These groups opposed Alito not only for perceived disregard for civil liberties, but also for his positions on interstate commerce and abortion.  These complaints in the name of "social justice" assume a particular social and political outlook, which even if compatible with Judaism, is not necessarily mandated by Torah. 

Finally, imbuing social justice discussions with religious rhetoric may approach fundamentalism.  Policies such as supporting rent control or raising the minimum wage are advocated not on its economic merits, but as a religious mandate – one which is not only representative of the entire faith, but incumbent on all Jews.  Or to put it another way, this is the difference between promoting environmentalism for social grounds or asserting that God demands we purchase hybrid vehicles or change our light bulbs.

Without advocating or critiquing any particular cause, agenda, or policy, I would like to suggest here is that the Torah's general model of social justice is not one of utilitarianism promoting the greatest good for the greatest number of people, nor does it consider the plight of the domain of the destitute or disadvantaged exclusively.  To the contrary, the dual Torah's model of social justice strives for individual judicial equality for all members of its population.  In other words, the test for Torah based social justice would be does the policy adequately account for the rights and needs of everyone effected.

Balance in Jewish Law

One area in which we find such a balance is in the distinction and designations of the ethics of hessed .  Biblical law provides social and economic protection for the most vulnerable and isolated of the Jewish community.  In particular the gerim, orphans, and widows are singled out as groups which one may not oppress (Shmot 22:20-21).  The poor are also considered a protected class of sorts in that Biblical law requires that the poor be supported (Devarim 15:4-9) and mandates specific mechanisms for their support such as leaving a portion of the harvest for them (Vayikra 23:22). 

            But there are limits to hessed, particularly in the area of justice.  The Bible considers it a perversion to favor the poor over the wealthy (Vayikra 19:15), affirms the same civil law for the ger and everyone else (Vayikra 24:22).  In civil matters, maintaining judicial integrity is so important that R. Yonatan states, "any judge who takes from one and gives to the other inappropriately God will take from him his life" (B. Sanhedrin 7a).  Furthermore, there are limits with respect to charity.  Despite the call for hessed and obligations for charity, the Talmud limits how much one is allowed to give to 20% lest the giver become poor himself, creating yet another imbalance in the society (B. Ketuvot 67b). 

            Seeing the complete picture of Jewish law, we find that Judaism expects compassion but it does so recognizing that the functioning society cannot become one-sided, favoring one group over another.  We must provide hessed, but focusing entirely on one group of the population will lead to a different form of social injustice.

The concern for balancing multiple interests is also present in the laws relating to worker's rights.  The Bible demands that employers must pay their workers on time, and failure to do so violates a biblical prohibition (Vayikra 19:13).  The Talmud extends that transgression such that an employer who withholds his worker's wages violates a total of six biblical laws including stealing (B. Bava Metziah 111a).  Furthermore, Jewish law would seemingly mandate employers provide safe working conditions under the general prohibition of negligently causing damage to someone else, even with the intent of compensating afterwards (B. Bava Batra 22b). 

But these laws protecting the worker cannot be taken in isolation of the broader labor legislation.  Just as the dual Torah assumes the employer meet certain obligations to his employees, it also assumes the employees maximize their productive efficiency while on the job.  In fact, the sages were so concerned with the worker that they shorted the birkat hamazon and amida (B. Berachot 16a) to minimize the time taken from their employer's.  In fact some were so careful about wasting their employer's time and money that they would not even greet sages as they passed by (B. Ta'anit 23a, B. Kiddushin 33a). 

The point here is not to equate the suffering of mistreated workers with the financial costs of inefficiency.  The Torah is certainly concerned with the potential exploitation of the weak.  However, this sensitivity in no way precludes similar concern for the other side of the equation.  As such it is inadequate to describe Jewish law as being favorably biased to either the worker or management, but rather towards a mutually beneficial interaction.

The Examples of Tikkun Olam

            This sort of balance is also present in the specific cases where the Sages acted in the interests of Tikkun Olam to address several forms of injustice.  For example, one type of injustice is the direct and unilateral actions of an individual to manipulate the legal system.  In this regard the Sages instituted new laws to prevent such abuse, particularly in the areas of divorce (M. Gittin 4b).  For example, a husband who sends his wife a document of divorce cannot convene an ad hoc court to nullify the document while in transit.  In these instances the concern is only to close legal loopholes to prevent exploitation.

            However where there are two legitimate parties to consider the Sages employed Tikkun Olam to balance both of their respective needs.  Consider the innovation of Hillel's prusbol (M. Gittin 4:3).  The Bible commands that all loans be forgiven with the shemitta year (Devarim 15:2).  Naturally this proved to be a disincentive for lenders to loan money with the increased risk of loss.  Hillel noticed that although the Torah forbids withholding loans on such grounds (Devarim 15:9) people were not lending money because of the shemitta year.  Consequently, Hillel instituted the prusbol, a mechanism by which loans would not be automatically forgiven with the shemitta year, out of Tikkun Olam.           

            At first glance it appears that the beneficiaries of this Tikkun would be the borrowers since lenders would be less reluctant to loan money before shemitta.  But the only way in which this Tikkun could be achieved was to address the fears of the supply side lenders, to protect their interests as well.  In addressing the problem of a tighter money supply, Hillel's did not only focus on the plight of the borrowers by compelling lenders to loan, even though Hillel would have explicit biblical support to do so.  Rather, the Tikkun Hillel enacted benefited both parties of the transaction such that the interests of both borrowers and lenders are protected.

            We also find the balanced nature of Tikkun Olam regarding the tragic instance of a captured Jew.  According to M. Gittin 4:6 it is forbidden to pay excessive sums of money to redeem captives.  From a social justice perspective we can sympathize with the captivity of any human being, and our emotions may dictate that we save anyone regardless of the cost.  Indeed, the Sages consider redeeming captives in particular to be "a great mitzvah" (B. Bava Batra 8a-b).   On the other hand overpaying for hostages provides incentive for hostages to be taken again in the future.  Despite any noble intentions, by saving one life one would actually be jeopardizing the well being of others.  In the balanced model of Tikkun Olam, such an exchange of one injustice for another is unacceptable for we cannot substitute the suffering of one with the suffering of another.  

Conclusions

The Torah's balanced model of social justice provides a useful framework for evaluating the various contemporary social justice issues.  It reminds us that however noble a cause may seem, we need to at least consider the ramifications of a policy and who else might be affected.  Jewish law dictates certain protections for the underprivileged, while simultaneously acknowledging the risks, ramifications, and potential unintended consequences of any solution.  Consequently, social justice policies and causes advocated in the name of Judaism should similarly take an equally thoughtful and balanced approach. 

Furthermore, given the above parameters of social justice, it is less likely to maintain fairness with more ambitious policies.  Simply put the more people whom are affected by a policy, the greater the likelihood that one side will suffer some form of loss.  For example, a policy of universal health care may assist some of the currently uninsured but will most likely result in negative unintended consequences for other patients, doctors, hospitals, insurance companies, and drug manufacturers.  In contrast, recall that despite the global implications of Tikkun Olam, the Sages invoked the principle for a relatively narrow set of circumstances where fewer individuals are affected such as borrowers or captives, but not for large scale social engineering.  This is not to say that such endeavors should not necessarily be pursued, only that careful thought be used to formulate and justify polices in the name of religious social justice. 

Most social justice causes are motivated through the fundamental concern for human welfare.  But as we approach such issues with compassion for one group of people, where applicable, we cannot withhold compassion from others or ignore negative repercussions which may be caused by our actions.