The Pure Theory of Law
First published Mon Nov 18, 2002; substantive
revision Wed Jul 7, 2010
The idea of a Pure Theory of Law was propounded
by the formidable Austrian jurist and philosopher Hans Kelsen (1881-1973).
(See bibliographical note) Kelsen began his long career as a legal theorist
at the beginning of the 20th century. The traditional legal philosophies
at the time, were, Kelsen claimed, hopelessly contaminated with political
ideology and moralizing on the one hand, or with attempts to reduce
the law to natural or social sciences, on the other hand. He found both
of these reductionist endeavors seriously flawed. Instead, Kelsen suggested
a 'pure' theory of law which would avoid reductionism of any kind. The
jurisprudence Kelsen propounded "characterizes itself as a 'pure'
theory of law because it aims at cognition focused on the law alone"
and this purity serves as its "basic methodological principle"
(PT1, 7).
1. The Basic Norm
The main challenge for a theory of law, as Kelsen saw it, is to provide
an explanation of legality and the normativity of law, without an attempt
to reduce jurisprudence, or "legal science", to other domains.
The law, Kelsen maintained, is basically a scheme of interpretation.
Its reality, or objectivity, resides in the sphere of meaning; we attach
a legal-normative meaning to certain actions and events in the world
(PT1, 10). Suppose, for example, that a new law is enacted by the California
legislature. How is it done? Presumably, some people gather in a hall,
debate the issue, eventually raise their hands in response to the question
of whether they approve a certain document or not, count the number
of people who say "yes", and then promulgate a string of words,
etc. Now, of course, the actions and events described here are not the
law. To say that the description is of the enactment of a new law is
to interpret these actions and events in a certain way. But then, of
course, the question is why certain acts or events have such a legal
meaning and others don't?
Kelsen's answer to this question is surprisingly simple: an act or
an event gains its legal-normative meaning by another legal norm that
confers this normative meaning on it. An act can create or modify the
law if it is created in accordance with another, "higher"
legal norm that authorizes its creation in that way. And the "higher"
legal norm, in turn, is legally valid if and only if it has been created
in accord with yet another, "higher" norm that authorizes
its enactment in that way. In other words: it is the law in the United
States that the California legislature can enact certain types of laws.
But what makes this the law? The California Constitution confers this
power on the state legislature to enact laws within certain prescribed
boundaries of content and jurisdiction. But then what makes the California
Constitution legally valid? The answer is that the legal validity of
the Constitution of California derives from an authorization granted
by the US Constitution. What makes the US Constitution legally valid?
Surely, not the fact that the US Constitution proclaims itself to be
"the supreme law of the land". Any document can say that,
but only the particular document of the US Constitution is actually
the supreme law in the United States.
The problem is that here the chain of authorization comes to an end:
There isn't a higher legal norm that authorizes the enactment of the
(original) US Constitution. At this point, Kelsen famously argued, one
must presuppose the legal validity of the Constitution. At some stage,
in every legal system, we get to an authorizing norm that has not been
authorized by any other legal norm, and thus it has to be presupposed
to be legally valid. The normative content of this presupposition is
what Kelsen has called the basic norm. The basic norm is the content
of the presupposition of the legal validity of the (first, historical)
constitution of the relevant legal system (GT, 110-111).
As Kelsen saw it, there is simply no alternative. More precisely,
any alternative would violate David Hume's injunction against deriving
an "ought" from an "is". Hume famously argued that
any practical argument that concludes with some prescriptive statement,
a statement of the kind that one ought to do this or that, would have
to contain at least one prescriptive statement in its premises. If all
the premises of an argument are descriptive, telling us what this or
that is the case, then there is no prescriptive conclusion that can
logically follow. Kelsen took this argument very seriously. He observed
that the actions and events that constitute, say, the enactment of a
law, are all within the sphere of what "is" the case, they
are all within the sphere of actions and events that take place in the
world. The law, or legal norms, are within the sphere of "ought",
they are norms that purport to guide conduct. Thus, to get an "ought"
type of conclusion from a set of "is" premises, one must point
to some "ought" premise in the background, an "ought"
that confers the normative meaning on the relevant type of "is".
Since the actual, legal, chain of validity comes to an end, we inevitably
reach a point where the "ought" has to be presupposed, and
this is the presupposition of the basic norm.
The idea of the basic norm serves three theoretical functions in Kelsen's
theory of law: The first is to ground a non-reductive explanation of
legal validity. The second function is to ground a non-reductive explanation
of the normativity of law. The third function is to explain the systematic
nature of legal norms. These three issues are not un-related.
Kelsen rightly noticed that legal norms necessarily come in systems.
There are no free-floating legal norms. If, for example, somebody suggests
that "the law requires a will to be attested by two witnesses",
one should always wonder which legal system is talked about; is it US
law, Canadian law, German law, or the law in some other legal system?
Furthermore, legal systems are themselves organized in a hierarchical
structure, manifesting a great deal of complexity but also a certain
systematic unity. We talk about Canadian law, or German law, etc., not
only because these are separate countries in which there is law. They
are also separate legal systems, manifesting a certain cohesion and
unity. This systematic unity Kelsen meant to capture by the following
two postulates:
Every two norms that ultimately
derive their validity from one basic norm belong to the same legal system.
All legal norms of a given
legal system ultimately derive their validity from one basic norm.
Whether these two postulates
are actually true is a contentious issue. Joseph Raz argued that they
are both inaccurate, at best. Two norms can derive their validity from
the same basic norm, but fail to belong to the same system as, for example,
in case of an orderly secession whereby a new legal system is created
by the legal authorization of another. Nor is it necessarily true that
all the legally valid norms of a given system derive their validity
from the same basic norm (Raz 1979, 127-129).
Be this as it may, even if Kelsen
erred about the details of the unity of legal systems, his main insight
remains true, and quite important. It is true that law is essentially
systematic, and it is also true that the idea of legal validity and
law's systematic nature are very closely linked. Norms are legally valid
within a given system, they have to form part of a system of norms that
is in force in a given place and time.
This last point brings us to
another observation that is central to Kelsen's theory, about the relations
between legal validity and, what he called, "efficacy". The
latter is a term of art in Kelsen's writings: A norm is efficacious
if it is actually (generally) followed by the relevant population. Thus,
"a norm is considered to be legally valid", Kelsen wrote,
"on the condition that it belongs to a system of norms, to an order
which, on the whole, is efficacious" (GT, 42). So the relationship
here is this: efficacy is not a condition of legal validity of individual
norms. Any given norm can be legally valid even if nobody follows it.
(e.g. think about a new law, just enacted; it is legally valid even
if nobody has yet had an opportunity to comply with it.) However, a
norm can only be legally valid if it belongs to a system, a legal order,
that is by and large actually practiced by a certain population. And
thus the idea of legal validity, as Kelsen admits, is closely tied to
this reality of a social practice; a legal system exists, as it were,
only as a social reality, a reality that consists in the fact that people
actually follow certain norms.
What about the basic norm, is
efficacy a condition of its validity? One might have thought that Kelsen
would have opted for a negative answer here. After all, the basic norm
is a presupposition that is logically required to render the validity
of law intelligible. This would seem to be the whole point of an anti-reductionist
explanation of legal validity: since we cannot derive an "ought"
from an "is", some "ought" must be presupposed in
the background that would enable us to interpret certain acts or events
as having legal significance. Kelsen, however, quite explicitly admits
that efficacy is a condition of the validity of the basic norm: A basic
norm is legally valid if and only if it is actually followed in a given
population. In fact, as we shall see below, Kelsen had no choice here.
And this is precisely why at least one crucial aspect of his anti-reductionism
becomes questionable.
2. Relativism and Reduction
Common wisdom has it that Kelsen's argument for the presupposition
of the basic norm takes the form of a Kantian transcendental argument.
The structure is as follows:
P
is possible only if Q
P
is possible (or, possibly P)
Therefore, Q.
In Kelsen's argument, P
stands for the fact that legal norms are "ought" statements
, and Q
is the presupposition of the basic norm. In other words, the necessary
presupposition of the basic norm is derived from the possibility conditions
for ascribing legal significance to actions and events. In order to
interpret an action as one of creating or modifying the law, it is necessary
to show that the relevant legal significance of the act/event is conferred
on it by some other legal norm. At some point, as we have noted, we
necessarily run out of legal norms that confer the relevant validity
on law creating acts, and at that point the legal validity has to be
presupposed. The content of this presupposition is the basic norm.
It would be a mistake, however, to look for an explanation of Kelsen's
argument in the logic of Kant's transcendental argument. (Kelsen himself
seems to have changed his views about this over the years; he may have
started with a kind of neo-Kantian perspective one can discern in PT1,
and gradually shifted to a Humean version of his main argument, which
is quite evident in GT.) Kant employed a transcendental argument to
establish the necessary presuppositions of some categories and modes
of perception that are essential for rational cognition, or so he thought.
They form deep, universal, and necessary features of human cognition.
Suffice it to recall that it was Hume's skepticism about knowledge that
Kant strove to answer by his transcendental argument. Kelsen, however,
remains much closer to Hume's skeptical views than to Kant's rationalism.
In particular, Kelsen was very skeptical of any objective grounding
of morality, Kant's moral theory included. Kelsen's view of morality
was relativist all the way down. (More on this, below). Second, and
not unrelated, as we shall see, Kelsen has explicitly rejected the idea
that the basic norm (in law, or of any other normative domain) is something
like a necessary feature or category of human cognition. The presupposition
of a basic norm is optional. One does not have to accept the normativity
of law; anarchism, as a rejection of law's normative validity is certainly
an option, Kelsen maintained. The basic norm is presupposed only by
those who accept the "ought", that is, the normative validity,
of the law. But one is not rationally compelled to have this attitude:
The Pure Theory describes the
positive law as an objectively valid order and states that this interpretation
is possible only under the condition that a basic norm is presupposed….
The Pure Theory, thereby characterizes this interpretation as possible,
not necessary, and presents the objective validity of positive law only
as conditional--namely conditioned by the presupposed basic norm. (PT2,
217-218)
A comparison to religion, that
Kelsen himself offered, might be helpful here. The normative structure
of religion is very similar to that of law. It has the same logic: religious
beliefs about what one ought to do ultimately derive from one's beliefs
about God's commands. God's commands, however, would only have normative
validity for those who presuppose the basic norm of their respective
religion, namely, that one ought to obey God's commands. Thus the normativity
of religion, like that of the law, rests on the presupposition of its
basic norm. But in both cases, as, in fact, with any other normative
system, the presupposition of the basic norm is logically required only
of those who regard the relevant norms as reasons for their actions.
Thus, whether you actually presuppose the relevant basic norm is a matter
of choice, it is an ideological option, as it were, not something that
is dictated by Reason. Similarly, the normativity of law, presupposed
by its basic norm, is optional: "An anarchist, for instance, who
denied the validity of the hypothetical basic norm of positive law….
will view its positive regulation of human relationships… as mere
power relations" (GT, 413).
Relativism, however, comes with
a price. Consider this question: What is the content of the basic norm
that one needs to presuppose in order to render positive law intelligible
as a normative legal order? The simple answer is that what one presupposes
here is precisely the normative validity of positive law, namely, the
law that is actually practiced by a certain population. The validity
of the basic norm, as we noted briefly earlier, is conditional on its
"efficacy". The content of the basic norm of any given legal
system is determined by the actual practices that prevail in the relevant
community. As Kelsen himself repeatedly argued, a successful revolution
brings about a radical change in the content of the basic norm. Suppose,
for example, that in a given legal system the basic norm is that the
constitution enacted by Rex One is binding. At a certain point, a coup d'etat takes place and
a republican government is successfully installed. At this point, Kelsen
admits, 'one presupposes a new basic norm, no longer the basic norm
delegating law making authority to the monarch, but a basic norm delegating
authority to the revolutionary government' (PT1, 59).
Has Kelsen just violated his own adherence to Hume's injunction against
deriving "ought" from an "is" here? One gets the
clear impression that Kelsen was aware of a serious difficulty in his
position. In both editions of the Pure Theory of Law, Kelsen toys with
the idea that perhaps changes in the basic norms of municipal legal
systems legally derive from the basic norm of public international law.
It is a basic principle of international law that state sovereignty
is determined by actual control over a territory/population (PT1 61-62,
though in PT2, 214-215, the idea is presented with greater hesitation).
But this led Kelsen to the rather uncomfortable conclusion that there
is only one basic norm in the entire world, namely, the basic norm of
public international law. Be this as it may, the main worry lies elsewhere.
The worry stems from the fact that it is very difficult, if not impossible,
to maintain both a profound relativist and an anti-reductionist position
with respect to a given normative domain. If you hold the view that
the validity of a type of norms is entirely relative to a certain vantage
point--in other words, if what is involved here is only the actual conduct,
beliefs/presuppositions and attitudes of people--it becomes very difficult
to detach the explanation of that normative validity from the facts
that constitute the relevant point of view (namely, the facts about
people's actions, beliefs, attitudes, etc). This is basically what was
meant earlier by the comment that Kelsen had no option but to admit
that the validity of the basic norm is conditional on its efficacy.
The normative relativism which is inherent in Kelsen's conception forces
him to ground the content of the basic norm in the social facts that
constitute its content, namely, the facts about actions, beliefs, and
attitudes actually entertained by the population in question. And this
makes it very questionable that reductionism can be avoided. In fact,
what Kelsen really offered us here is an invitation to provide a reductive
explanation of the concept of legal validity in terms of some set of
social facts, the facts that constitute the content of any given basic
norm. (Which is precisely the kind of reduction H.L.A. Hart later offered
in his account of the Rules of Recognition as social rules [see Hart
1961, at p. 105, where Hart alludes to the difference between his conception
of the rules of recognition and Kelsen's idea of the basic norm.])
Kelsen's problem here is not due to the fact that he was a relativist
with respect to every normative system, like morality, religion etc.;
it is not the scope of his relativism that is relevant to the question
of reduction. The problem stems from the fact that Kelsen was quite
right about the law. Legal validity is essentially relative to the social
facts that constitute the content of the basic norm in each and every
legal order. Notice that legal validity is always relative to a time
and place. A law enacted by the California legislature only applies
within the boundaries of the state of California, and it applies during
a certain period of time, after its enactment and until a time when
it is modified or repealed. And we can see why: because legal validity
is determined by the content of the basic norm that is actually followed
in a given society. The laws in UK, for example, are different from
those in the US, because people (mostly judges and other officials)
actually follow different rules, or basic norms, in Kelsen's terminology,
about what counts as law in their respective jurisdictions. Once Kelsen
admits, as he does, that the content of a basic norm is fully determined
by practice, it becomes very difficult to understand how the explication
of legal validity he offers is non-reductive.
3. The Normativity of Law
Let us now see how Kelsen thought that the basic norm helps to explain
the sense in which law is a normative domain and what this normativity
consists in. The first and crucial point to realize is that for Kelsen
the idea of normativity is tantamount to a genuine "ought",
as it were; it is a justified demand on practical deliberation. A certain
content is regarded as normative by an agent if and only if the agent
regards that content as a valid reason for action. As Joseph Raz noticed,
Kelsen agrees with the Natural Law tradition in this particular respect;
both assume that the normativity of law can only be explained as one
would explain the normativity of morality, or religion for that matter,
namely, in terms of valid reasons for action (Raz 1979, 134-137). But
then, the problem for Kelsen is how to explain the difference between
the normativity of law and that of morality; if legal "ought"
is a genuine "ought", what makes a legal obligation distinct
from a moral one? Kelsen's answer is that the relevant "ought"
is always relative to a given point of view. Each and every type of
"ought", be it religious, moral or legal, must presuppose
a certain point of view, a point of view which is constituted by the
basic norm of the relevant normative system.
In other words, Kelsen's conception of legal normativity turns out
to be a form of Natural Law completely relativized to a certain point
of view. However, in Kelsen's theory the relevant point of view is distinctly
a legal one, not some general conception of morality or Reason. That
these two basic norms, or points of view, can come apart, is nicely
demonstrated by Kelsen's comment that "even an anarchist, if he
were a professor of law, could describe positive law as a system of
valid norms, without having to approve of this law" (PT2 218n).
The anarchist does not endorse the legal point of view as one that reflects
her own views about what is right and wrong. Anarchism is understood
here precisely as a rejection of the normative validity of law; however,
even the anarchist can make an argument about what the law in this or
that context requires; and when she makes such an argument, she must
presuppose the legal point of view, she must argue as if she endorses
the basic norm of the relevant legal system. Joseph Raz has called these
kinds of statements "detached normative statements"; the anarchist
argues as if she endorses the basic norm, without actually endorsing
it. Another example that Raz gave is this: suppose that at Catholic
priest is an expert in Jewish Law; the priest can make various interpretative
arguments about what Jewish law really requires in this or that context.
In such a case, the priest must argue as if he endorses the basic norm
of Jewish Law, but of course, being a Catholic, he does not really endorse
it, it does not reflect his own views about what is right and wrong
(Raz 1979, 153-157).
So here is what emerges so far: the concept of normativity, the sense
in which normative content is related to reasons for action, is the
same across all normative domains. To regard something as normative
is to regard it as justified, as a warranted requirement on practical
deliberation. However, the difference resides in the difference in points
of view. Each basic norm determines, as it were, a certain point of
view. So it turns out that normativity (contra Kant) always consists
of conditional imperatives: if, and only if, one endorses a certain
normative point of view, determined by its basic norm, then the norms
that follow from it are reason giving, so to speak. This enables Kelsen
to maintain the same understanding of the nature of normativity as Natural
Law's conception, namely, normativity qua reasons for action, without
having to conflate the normativity of morality with that of law. In
other words, the difference between legal normativity and, say, moral
normativity, is not a difference in normativity (viz, about the nature
of normativity, per se), but only in the relevant vantage point that
is determined by their different basic norms. What makes legal normativity
unique is the uniqueness of its point of view, the legal point of view,
as it were.
We can set aside the difficulties that such a view raises with respect
to morality. Obviously, many philosophers would reject Kelsen's view
that moral reasons for action only apply to those who choose to endorse
morality's basic norm (whatever it may be). Even if Kelsen is quite
wrong about this conditional nature of moral imperatives, he may be
right about the law. What remains questionable, however, is whether
Kelsen succeeds in providing a non-reductive explanation of legal normativity,
given the fact that his account of legal validity turned out to be reductive
after all. The trouble here is not simply the relativity to a point
of view; the trouble resides in Kelsen's failure to ground the choice
of the relevant point of view in anything like Reason or reasons of
any kind. By deliberately avoiding any explanation of what it is that
might ground an agent's choice of endorsing the legal point of view,
or any given basic norm, Kelsen left the most pressing questions about
the normativity of law unanswered. Instead of providing an explanation
of what makes the presupposition of the legal point of view rational,
or what makes it rational to regard the requirements of law as binding
requirements, Kelsen invites us to stop asking.
Bibliography
Primary Sources
Kelsen's academic publications span over almost seven decades in which
he published dozens of books and hundreds of articles. Only about a
third of this vast literature has been translated to English. Kelsen's
two most important books on the pure theory of law are the first edition
of his Reine
Rechtslehre, published in 1934 and recently (2002) translated. The second edition,
which Kelson published in 1960 (translated in 1967) is a considerably
extended version of the first edition. In addition, most of the themes
in these two books also appear in Kelsen's General Theory of Law and State. These three works are cited in text as follows:
[PT1]
|
1934/2002. Introduction to
the Problems of Legal Theory, B.L. Paulson and S.L. Paulson, trans., Oxford: Clarendon Press.
|
[PT2]
|
1960/1967. Pure Theory of Law, M. Knight, trans.,
Berkeley: University of California Press.
|
[GT]
|
1945/1961. General Theory of
Law and State, A. Wedberg, trans., New York: Russell & Russell.
|
Other relevant publications
in English include What is Justice?, UC Berkeley Press, 1957, 'The Pure Theory of Law and Analytical
Jurisprudence', 55 Harvard L. Rev. (1941), 44, 'Professor Stone and the Pure Theory of Law: A Reply',
(1965), 17 Stanford L. Rev. 1128, and 'On the Pure Theory of Law' (1966), 1 Israel L. Rev. 1.
For a complete list of Kelsen's publications that have appeared in
English see the Appendix to H. Kelsen, General Theory of Norms (M. Hartney trans.) Oxford, 1991, pp. 440-454.
Secondary Sources
- Harris, J.W., 1980, Legal Philosophies, chapter 6, London: Butterworths.
- Hart, H.L.A., 1961, The Concept of Law, chapter 3, Oxford: Clarendon Press.
- ---, 1970, 'Kelsen's Doctrine of the Unity of Law', in H.E. Kiefer and M.K. Munitz (eds), Ethics and Social Justice, pp. 171-199, New York: State University of New York Press.
- Marmor, A., 2001, Objective Law and Positive Values, Oxford: Oxford University Press.
- ---, forthcoming, Philosophy of Law, The Princeton Series in the Foundations of Contemporary Philosophy (S. Soames ed.), Chapter 1, Princeton: Princeton University Press.
- Paulson, S., 2002, Introduction to Kelsen's Introduction to the Problems of Legal Theory, p. xvii, Oxford: Clarendon Press.
- Raz, J., 1980, The Concept of a Legal System, (2nd ed.) Oxford: Oxford University Press.
- ---, 1979, 'Kelsen's Theory of the Basic Norm' in Raz, The Authority of Law, pp. 122-145, Oxford: Oxford University Press.
- Tur, R.H. & Twining, W. (eds), 1986, Essays on Kelsen, Oxford: Clarendon Press.
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