Family Law

Doe v. Ministry of Health

Case/docket number: 
HCJ 4077/12
Date Decided: 
Tuesday, February 5, 2013
Decision Type: 
Original
Abstract: 

[This abstract is not part of the Court's opinion and is provided for the reader's convenience. It has been translated from a Hebrew version prepared by Nevo Press Ltd. and is used with its kind permission.]

 

This is a petition against the First and Second Respondents’ decision not to permit the Petitioner (a single woman, born in 1974) to use sperm donations by an anonymous donor (the Third Respondent), which were preserved for her (for a fee). The Petitioner had her first daughter from the Third Respondent’s donation. She is now interested in undergoing an additional insemination process with that same donation in order to ensure a full genetic match between her children. The Respondents’ decision was made in light of the donor’s decision to withdraw his consent and his donation due to changes in his worldview – becoming a “Ba’al Tshuva”, i.e. an observant Jew – so that sperm donations he had made in the past would no longer be used. It should be noted that the consent form sperm donors (currently) sign is silent on a donor’s right to change his mind. The Petitioner argues that the Respondents’ decision to prevent her from using the sperm donations that were preserved for her violates both her constitutional and contractual rights, is unreasonable, and must be overturned. Generally, the Petitioner’s arguments may be divided into two categories – the first, is on the public law level, primarily in terms of violating her right to parent. The second are arguments on the civil law level, including claims stemming from contracts between the parties, property rights and others. The donor claims he has autonomy rights in terms of deciding whether his sperm can be used.

 

The High Court of Justice (in a decision authored by Justice Rubinstein, with Justices Barak-Erez and Amit, concurring) rejected the Petition for the following reasons:

 

Needless to say that the High Court of Justice – as well as the attorney for the Respondents and even the anonymous donor himself – sympathizes with the Petitioner, who wishes that her children, conceived with the help of sperm donations, will carry the same genetic code. However, the donor’s position and his personal autonomy must prevail. As much as we understand the Petitioner’s arguments in terms of civil law, contract law, even in terms of administrative law, and her reliance interest – as values, these cannot dominate over personal autonomy in these circumstances. The donor formed his position as a “Ba’al Tshuva” and it seems his position has a religious aspect. But even absent the religious aspect, one’s position reached thoughtfully – although it did not occur to him in the past when he decided based on whatever considerations to donate sperm – that he does not wish for there to be any additional children in the world whom he did not choose and whose mother he did not choose, with whom he would have no relationship, and whom he would not raise is understandable. This is even if he owes them no duty under existing law (and incidentally, it is possible that under Jewish law, even if they have no right to his support, they may have a right to his estate). The autonomy aspect eclipses other considerations.

 

The right to parent is seemingly a significant value in and of itself, it is natural and primal and holds a top spot on the human list of priorities. This is joined by the autonomy reflected in the personal choices that come along with the right to parent. The right not to parent, on the other hand, does not include a protected independent value, but is designed to protect one’s personal autonomy in electing it (that is, electing not to parent, or not to co-parent with a particular man or woman). It should be noted that even those who support defining this right as merely an interest apparently still view it as one that must be legally protected.

 

However, limiting the Petitioner’s right to be impregnated by a particular person, or her right to a child with a particular genetic background is not a violation of the right to parent. This limit does not reach the core of the right to parent – the actual ability to enter the class of parents – and to bear a child. At most, and this is highly doubtful, this is a limitation at the periphery protected by the right to autonomy (without addressing, at this point, the issue of the scope of this protection, and whether indeed the right was infringed and whether under proper balancing it is worthy of protection).

 

Still, and if presumably according to existing law the donor owes no financial, social or other duties to the child, it is clear that the harm to the donor in terms of genetically parenting additional children against his will constitutes a violation of his autonomy. In this context, it has been pointed out, among others, that the harm to the donor is not merely in inability to choose not to be a father, but also includes his autonomy to decide about his status as a father. In other words, a man who sees his genetic-biological parenthood, or “blood ties”, as creating his moral obligations as a father, suffers injuries to his autonomy both in terms of lack of choice and in terms of failing to fulfill his duties according to his conscience or religious beliefs.

 

This is not to say that in any event a sperm donor’s request not to use his sperm would prevail. The stage in which the request is made is relevant, even crucial. There may be good and weighty reasons not to permit a donor to change his mind and the Court lists these potential considerations (this is not an exhaustive list). Such was the situation in Nachmani, let alone when a pregnancy has already occurred. But outside of such circumstances, the right to change his mind and the violation of his right are weighty and tip the scale in his favor. Indeed, the donor gave consent and accepted payment, but it is not a regular “transaction”, rather an issue that holds strong emotional aspects. The donor’s conscience and feelings are a matter of values and cannot be quantified in the simple legal sense.

 

Even had we assumed that the issue is a violation of the Petitioner’s autonomy to choose whom to parent with, she cannot prevail. This is a choice that needs the cooperation of two (whether within a marriage or other family unit, including – even if with significantly mitigated force – a same-sex family unit requiring a sperm donation) or some third party as a sperm bank, in order to be realized. Of course, these situations may be distinguished, and may under certain circumstances change the outcome, but in this matter there is no justification for the donor’s interest to yield to that of the Petitioner’s.

 

Protection for the Petitioner’s right to have children of the same genetic code ends where it clearly conflicts with the donor’s rights. In a regime of relative rights, there is no right that affords its holder absolute supremacy in its exercise. Therefore, the obvious interests at the basis of the Petitioner’s claims succumb to the donor’s right to autonomy.

 

Even had we assumed, for argument’s sake, that the Petitioner’s right to autonomy is violated, and Justice Rubinstein does not believe it was – in any event, not to a great extent – as distinguished from Nachmani, the conflict and determination here concerns the Petitioner’s right to autonomy in the face of the donor’s right to autonomy. In the conflict between these two autonomy rights is seems the donor should prevail because, from his perspective, we are dealing with “active” law – a use of his sperm, while for the Petitioner this is “passive” law – preventing the use of the donor’s sperm.

 

Before concluding, Justice Rubinstein briefly adds Jewish law’s perspective on the issue of sperm donation and the status of the donor. This analysis demonstrates that applying the law and principles mentioned above lead to the same outcome under contract law as well. Among others, Justice Rubinstein emphasized that the option of withdrawing a donation does not constitute a donor’s “veto right” at every point in the process. The point of no return, where the balance of rights and interests shifts and the donor loses the legal possibility of terminating the contract and withdraw his donation, may change according to various considerations. In our case, several considerations lead to accepting the donor’s withdrawal of consent, particularly a lack of any physiological link between the donation and the Petitioner at this stage.

 

The primary concern arising from this matter is the harm to the stability of sperm banks in Israel by permitting carte blanche to donors who may wish to pull their donations. The concern is that beneficiaries of donations, such as the Petitioner, who have requested that a specific sperm bank preserve additional donations for them, would discover this option is no longer guaranteed. The stability of this institution is a human and public interest of the highest order. The uncertainty that exists as a result of the tenuous statutory regulation, harms, from the outset, the public’s possibility to rely on sperm donations. The cure for this is in the legislature’s hands.

 

In the interim, and as a temporary measure, the Petitioners ought to amend donors’ and beneficiaries’ consent forms to ensure that all the parties involved know and understand their rights. As long as legislation that regulates and defines the possibility of a donor to withdraw consent is lacking, sperm banks must accurately present to beneficiaries the legal context in order not to guarantee what may not be realized.

 

Finally, the decision to donate sperm must be a result of deep thought and consideration. Donors must know that their informed consent to give sperm to another is relied upon by others who seek to plan their lives and produce offspring. This however, is not a decision that can be taken back easily, and the ability of withdrawing consent is in any event not guaranteed. It is contingent upon the stage of the process, that in the absent of a comprehensive statutory regime, is subject to the considerations detailed in the opinion.

 

Justice Barak-Erez joins the crux of the conclusions, and adds her position regarding some of the rationales behind them. Justice Amit also joins the outcome, though in his opinion, in the conflict between the Petitioner and the donor through the lens of civil law alone, the Petitioner must presumably prevail. (The choice whether to opt for applying only civil law depends on the value-based issue of the weight we are willing to attribute to the sperm’s uniqueness as “property”.)

 

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
Author
concurrence
Full text of the opinion: 

At the Supreme Court sitting as the High Court of Justice

 

HCJ 4077/12

                       

Before:                                                            The Honorable Justice E. Rubinstein

The Honorable Justice I. Amit

The Honorable Justice D. Barak-Erez

 

The Petitioner:                                     Jane Doe

                                               

V e r s u s

 

The Respondents:                               1. The Ministry of Health

2. The Sperm Bank – In Vitro Fertilization Unit Rambam Medical Center

3. John Doe

 

Petition to grant an order nisi and an interim order

 

Date of Hearing:                                  Heshvan 29, 5773       (November 14, 2012)

 

On behalf of the Petitioner:                Adv. Gali Nagdai

 

On behalf of the Respondents:           Adv. Danna Bricksman

 

Judgment

 

Justice E. Rubinstein:

 

  1. The petition before us concerns an apparently precedential case of the request of a sperm donor, John Doe (Respondent 3), to retract his consent and donation due to changes that have occurred in his world view; such being subsequent to the Petitioner having her first-born daughter by his sperm donation, and being presently interested in undergoing another insemination procedure by the same donation, in order to maintain full identity of the genetic constitution of her children. The Petitioner seeks to receive the donor's additional sperm donation, which is stored at the sperm bank. The position of Respondents 1-2 is that there is no justification to allow this. We are concerned with an issue of a sort unimagined by our forefathers, which was impossible several decades ago, and which developments in medicine and technology have created.

 

  1. The "genetic era" and the increasing use in recent decades of artificial reproductive techniques, have brought a real blessing to many who would have remained childless "in the old world"; reality has changed immeasurably, and technology presently enables many of those whose path to parenthood was previously blocked, to bring children into the world and have a family. This is one of the dramatic developments, which creates a new social and legal reality, and gives rise to complex and sensitive human questions. The

 

legal world has not yet had the time to properly address these issues, and it falters behind them, as it does following the other dramas of the superior technology era. This was described nearly two decades ago by author Y. Green (In Vitro Fertilization through the Prism of Consent (1995)):

 

"The longing for a child is common knowledge that requires no proof. Spouses, who experience difficulties in having children, make and will make any effort in order to be blessed with children: emotional, physical and financial. They are also willing to 'sign' any undertaking, provided that their heart's desire is fulfilled. Medical technology in the fertility field has developed at an incredible pace in recent years. Solutions, which were considered science fiction only a few years ago, are slowly becoming an almost daily reality. There is a great blessing alongside this development, which grants more and more couples of various degrees of infertility a chance to expand the family. However, as chances increase and the potential of being blessed with children increases, so increases the risk involved in the various stages of the process, both to those born (sic.) and to the infant to be born in this way" (ibid, p. 9).

 

Before us is a chapter in this complex whole, on an unfinished road, and we will clearly not attempt – nor need we in this case – to encompass the full human issue, nor the legal one, relating to parenthood in the modern era; as we shall hereinafter see, this issue may be reviewed through the prism of more than one family of law, but none is exhaustive. As President Shamgar (Retired) stressed already at the outset:

 

"Any conversation with respect to issues of birth affairs is, by nature, pretentious and stirs oversensitivity. It is pretentious – since before us are complex and multifaceted issues, the legal aspect of which is unable to exhaust their nature and description. There is a kaleidoscope of elements here, which are anchored in various disciplines, medical, philosophical, theological and social, which do not fit within the standard legal compartmentalization and are not fully exhausted by the employment of legal criteria alone. Thus, in such areas, cautious legal treading is suitable… These issues evoke oversensitivity, because they directly touch on the exposed nerve of existence. Although the vast majority of legal issues of various types are taken, by mere nature, from life, there are issues that attack the problematic nature of our human existence head-on, at the core, rather than indirectly…" (President Meir Shamgar "Issues on Matters of Fertilization and Birth" 39(a) HaPraklit 21 (1989).

 

  1. This is also the case before us, and therefore we shall guide ourselves with this advice before we embark on the journey. This is the order of the discussion: firstly, we shall briefly address the normative framework concerned, the factual background of the case and the parties' claims; we shall examine the nature of the right to parenthood, and we shall examine the standing of the Petitioner vis-à-vis the standing of the donor, who asserts autonomy in deciding the use of his sperm, in view of this right. We shall thereafter briefly address additional aspects of the issue, and mainly the contractual regulation of sperm donation. Finally, we shall articulate the evident need, in this case, for the in-principle regulation of the entire field by the legislator.

 

  1. We shall forerun and state the principal part of our ruling. Needless to say, we feel – as does the attorney for the Respondents and even the anonymous donor himself – human sympathy for the Petitioner, who requests that her children by a sperm donation carry an identical genetic constitution, which apparently proved successful – thank God – with her first-born daughter. However, we have come to the conclusion that precedence should be afforded to the donor's position and to his personal autonomy. With all due understanding of the Petitioner's claims in the field of private law, contract law and even in the field of administrative law, with respect to the reliance interest – these do not amount in value to the dominancy of the aspect of personal autonomy under the circumstances of the case. The donor has formed his position, according to what he stated orally (his written response is more general) as a penitent (Chozer B'Tshuva), and it appears that there is also a religious facet to his position. However, even without such facet, one can understand the position of a person who, after reflection, reached the conclusion – which had not occurred to him in the past, when deciding to donate sperm for such or other considerations – that he no longer wants there to be children by his sperm in the world, whom he did not choose and whose mother [he did not choose], with whom he has no relation and who will not be raised by him; it being [the case] even if he is not liable to them under the presently practiced law (and incidentally, there is a possibility that under Hebrew law, even if they are not entitled to child support from him, they are entitled to inherit him). In our opinion, the autonomy aspect overshadows the other considerations, as we shall explain below.

 

The Normative Framework

 

  1. Sperm donation and the management of sperm banks in Israel are currently not regulated by primary legislation, but rather by the Public Health  (Sperm Bank) Regulations, 5739-1979 (the "Regulations") and circulars of the Director General of the Ministry of Health, which are issued thereunder (these regulations were promulgated by the Minister of Health by virtue of the Consumer Services Act (Sperm Bank and Artificial Insemination), 5739-1979; for criticism, see Pinhas Shifman "Determination of the Paternity of a Child Born by Artificial Insemination", 10 Mishpatim 63, 85 (1980); further see (in respect of the status of administrative directives) Yoav Dotan Administrative Directives (1996), 27-39). The last Director General Circular, of May 22, 2008, entered into effect on January 1, 2009, and is the principal part of the normative basis, on the administrative directives' level, for our discussion at this point. The Director General Circular mainly regulates the conditions for recognition of a sperm bank and prescribes rules with respect to the retention of information regarding sperm units and donors – a problematic issue in and of itself, as we shall briefly mention hereinafter. The Director General Circular also defines the procedure required both of the donor and of the recipient of the donation.

 

  1. The donor, alongside whose donation there is a certain financial benefit, fills out a "Donor Card" form (Exhibit B to the Respondents' response), which requires general details, including name, identity number, a general description of appearance, and data regarding physical examinations, which are intended to negate the existence of illnesses in his body. The donor also fills-out a "Consent of a Sperm Donor" form (Exhibit C to the Respondents' response), in which he declares by his signature as follows:

 

"I agree to donate of my sperm for use thereof for the artificial insemination of women or for research purposes, according to the considerations of the sperm bank. I hereby agree and declare that I will not be entitled to receive any details of the identity of the women, and their identity shall remain confidential. Furthermore, my name and my identity or any detail about me will not be provided to any person and will also remain confidential, except for a cross-check of these data with a center for national donor registration and national registration of persons ineligible to marry".

 

This statement is required under Section 25(e) of the Director General Circular, which determines that "[T]he sperm of a donor shall not be taken nor received nor used for artificial insemination, unless the donor shall have given his consent to the use of the sperm" (emphasis added - E.R.). The donor also states that he is willing to undergo medical examinations and that to the best of his knowledge he is not suffering from an illness or family history, which might disqualify his donation. The forms do not address the issue of consent withdrawal or additional issues such as a quantitative limit of the possible amount of inseminations by the donation (such as inseminations that produced a pregnancy, as distinguished from unsuccessful attempts).

 

  1. A similar personal data card is filled-out by the recipient of the donation (Exhibit D of the Respondents' response), which one of two consent forms is added to, in accordance with her family status: one consent form for spouses, and another consent form for a single mother [who is] a "single woman" (Exhibit E-1 and Exhibit E-2 to the Respondents' response). The second form, which is the one relevant to the case at hand, mainly includes a statement as to the explanation the recipient of the donation received with respect to complications and side effects (and a waiver of future claims in respect of such matters), and as to the practical prospects of impregnation as a result of the insemination. As pertains to the sperm and the donor, the recipient of the donation states as follows:

 

"I consent that the donor or donors of the sperm that will be used in the insemination, or the sperm itself, be chosen by the physician and according to his discretion and with his consent and I will not be allowed to know the identity of the person whose sperm is used, or his attributes, or any other detail related to him or to his family" (emphasis added – E.R.).

 

  1. As we can see, the only documents that include the parties' consent, each separately, do not address the issue of donation withdrawal at all. These matters were presented somewhat in length, since, in the situation before us – a ruling on which is "the lesser of two evils", and involves a measure of harm to one of the parties – it is appropriate to examine how to avoid such situations in the future, rather than merely how the current situation will be resolved.

 

The Case At Bar

 

  1. The Petitioner is a single woman, born in 1974, holding Israeli and American citizenships, and a resident of the Unites States for the past 17 years. In 2010, the Petitioner's first-born daughter was born via fertilization treatments, during which use was made of the sperm donation of an anonymous unknown donor (Respondent 3, hereinafter the "Donor"), which the Petitioner received from the sperm bank at the Rambam Medical Center in Haifa (Respondent 2, hereinafter: the "Sperm Bank"), which is under the supervision of Respondent 1 (hereinafter: the "State"). Following the birth of her first daughter, the Petitioner purchased - apparently at the first opportunity she had – the option to use five additional sperm units of the Donor, to be kept at the Sperm Bank for an annual fee. For this purpose, the Petitioner filled out a sperm reservation form and paid the required amount. It was stated on this form that:

 

"The sperm bank undertakes to use its best efforts to keep these sperm units, but will not be responsible in any manner for a loss, harm or other use of these sperm units" (emphasis added – E.R.; Res/3).

 

  1. On December 1, 2011, the Sperm Bank received a letter from the Donor, in which he stated his wish that use of the sperm donation that he had made in the past be discontinued, among other things, in view of a change in his lifestyle (Res/4); following is his letter verbatim:

 

"My name is ________, in the past I was a sperm provider to the sperm bank managed by you and I ceased this activity several years ago.

Due to a change in my lifestyle, use of my sperm by the sperm bank at the present and future time raises a problem for me. I approached you several months ago with a request to cease use of my sperm. At first I was told that I had no right or say on the matter, and afterwards it was said that in any event the use of my sperm had already been discontinued, so that there was no problem.

After a medical-legal inquiry, it was clarified to me that I have a veto right on the matter, despite the contract between us.

My request to you is a formal letter of statement that no use is presently made nor will it be made in the future by the entity managed by you (the sperm bank)".

 

Following this letter, the Bank notified the Petitioner (on January 10, 2012), that she would no longer be able to use this sperm donation. Subsequently and in view of the Petitioner's appeals to the Bank's manager, the Bank's manager contacted the legal advisor to the Ministry of Health and forwarded the reply of the legal office to the Petitioner, whereby "[A] consent which is unlimited in time is not "everlasting" and the sperm donor who previously agreed to donate his sperm may recant at any time [so long] as "irreversible reality" has not been created". It was stated that under the facts of the case, such a reality had not been created, and it was assured that the money that had been paid for reservation of the sperm units would be refunded (letter of January 11, 2012 by Dr. A. Leitman, Manager of the Sperm Bank; Res/5). The Petitioner requested not to destroy the donation and to allow her to exhaust the legal avenues; the Sperm Bank's manager accepted her request.

 

The Petition

 

  1. On May 22, 2012, the present petition was filed claiming that the Respondents' decision to prevent the Petitioner from using the sperm units that had been saved for her infringes upon her constitutional and contractual rights, is unreasonable and should be annulled. The Petitioner's claims may be separated, in general and for the sake of discussion, into two levels. The first, claims on the level of public law, and mainly the impingement on her right to parenthood. The second, on the level of civil law, rights by virtue of a contract between the parties, by virtue of proprietary ownership and more.

 

First Level – the Right to Parenthood

 

  1. The Petitioner claims that there is presently no dispute as to the standing and importance of the right to parenthood, a "fundamental human right which every person is entitled to", a natural right which is established in Basic Law: Human Dignity and Liberty; hence, this right may be limited – as argued – only under the conditions of the Limitation Clause (to substantiate her position, the Petitioner referred to the rulings of this court in CA 451/88 John Does vs. the State of Israel, IsrSC 44(1), 337 (1990); in CFH 2401/95 Nachmani vs. Nachmani, IsrSC 50(4) 661 (1996); in HCJ 2458/01 New Family vs. the Committee for Approval of Embryo Carrying Agreements, the Ministry of Health, IsrSC 57(1) 419 (2002)). The Respondents' decision impinges – so it is mentioned – on her right, since following the birth of her first-born daughter it may "seal the Petitioner's fate, remaining a mother of a single child only, and forgoing her wish to have the family she was hoping to have" (Paragraph 21 of the Petition).

 

  1. Moreover, per the Petitioner's position, there is a parallel infringement upon her right to a family, another derivative of the protection of human dignity and the autonomy of individual will. To her mind, this right has a higher status than the other constitutional human rights, such as the right to property and to freedom of occupation. Furthermore, beyond the infringement on her constitutional rights – so it is argued – the Respondents' decision is marred by unreasonableness, and is therefore void ab initio. It is further argued that the Respondents' decision impinges upon her daughter's rights to siblings in general, and to biological siblings in particular.

 

Second Level – Contractual and Other Causes

 

  1. The Petitioner also claims that the Donor gave his consent to use of his sperm – informed consent; and therefore his present request to prohibit the use of his sperm constitutes a breach of contract, both vis-à-vis the State and the Sperm Bank, and vis-à-vis herself, as a third party to the contract. Moreover, the State and the Bank are themselves in breach of the contract they entered with the Petitioner: the Petitioner fulfilled the procedure determined thereby as required; she gave financial consideration for the sperm units. As stated, at no stage of the proceedings was the possibility of the Donor withdrawing his consent raised before her. Since the Petitioner relied on this representation (in view of the manner of presentation of the sperm donation by the State and the Director General Circular) and chose to bring her first born daughter into the world from the Donor's donation, it may no longer be said, per her position, that an "irreversible reality" has not been created. It is difficult – so it is argued – to assume that the Petitioner would have consented to undergo the insemination process knowing that the Donor might change his mind at any time. It is further argued that the Donor sold his sperm, and therefore cannot retroactively demand that no use be made of the donation without cause under law, like any other sale contract that confers ownership upon the purchaser.

 

  1. The Petitioner also claimed that a change in the circumstances of the Donor's life may not serve as cause for his retraction of the consent, and the reversal of the Respondents' decision does not constitute an impingement on the best interests of the child or on public policy. It was further argued that the damage to be caused to the Petitioner as a result of the upholding of the Respondents' decision is disproportionate; it is argued that the Petitioner's time to undergo another fertilization is running out, beyond the fact that the mere impediment to having additional children who have the same genetic constitution, as aforesaid, might prevent her from having more children. Conversely – it is so claimed – the Donor "has finished his part", and no cooperation is required of him for the purpose of continuing the process; he is not the parent of the child to be born, and therefore this does not involve the coercion of parenthood; his right to personal autonomy is thus not violated.

 

  1. It is finally argued that upholding the Respondents' decision will have severe across-the-board implications on sperm recipients of donations in Israel. The donor's option to retract his consent at any time creates uncertainty in the planning of a future family, as it leaves the recipients of donations under the shadow of the "concern that the donor they chose will change his mind". This compromises the ability to plan a family according to the circumstances of every woman's life and wishes. This might – as asserted – lead to many donors withdrawing their consent, and gravely harm sperm banks in Israel and their stability. In order not to render the Petition redundant, an interim order has been sought to order the Respondents to prevent the disposal of the donation until the Petition is decided.

 

The Response of the Respondents and the Hearing before us

 

  1. On July 10, 2012, the State's response was filed, which argued that indeed it is undisputed that the core of the right to parenthood and the right to family gives rise to a protected constitutional right deriving from the right to dignity, and established in Basic Law: Human Dignity and Liberty. However, the case at bar does not concern the exercise of the right to parenthood, but rather the right to birth children who are full biological siblings, and the right of a child to a sibling or a full biological sibling; these rights do not exist in law, and therefore the Petitioner cannot point to an infringement on her constitutional rights. The State emphasizes that the Petitioner's aspiration is understandable in and of itself, yet under the circumstances of the matter – even if the Petitioner's position is accepted as to the infringement on the rights conferred upon her – her right is outweighed by the right of the Donor not to be a biological parent against his will. It is argued that, although in re Nachmani it was decided to hold the right to parenthood superior to the right not to be a parent, the factual situation in that case was such that Ms. Nachmani no longer had the option of being impregnated by other sperm, i.e., a situation of the absence of a possibility of biological parenthood other than by means of Mr. Nachmani's sperm. This is not – so it is argued – the situation at hand, and the Petitioner has other options for exercising her right to parenthood. Furthermore, the Petitioner has no "biological link" to the sperm contemplated in the Petition, as was the case in re Nachmani (which, as may be recalled, concerned fertilized ova) – and a fertilization process has not commenced in the case at hand.

 

  1. With respect to the second level of arguments, it is maintained that although the Sperm Bank offers recipients of donations a same-donor sperm storage service (for a fee), such storage, at most, creates "a priority" over other recipients of donations; such storage does not ensure use of the sperm, nor does it obligate the sperm donor or the bank to make use of the sperm in circumstances where this is impossible. It is further asserted that the Petitioner cannot claim that had she been aware that the Donor may retract his consent she would have used other sperm, because this right is available to each one of the sperm donors, whoever they are, so long as no irreversible reality has been created. It is emphasized that in the consent form that the Petitioner signed, it was clarified that the choice of sperm is ultimately entrusted to the physician according to his discretion; that is to say, the choice is subject to the discretion of the representative of the sperm bank from the outset, and is not guaranteed to the recipient of the donation in advance. On the contractual level, it is argued that a contract whose expiration date has not been determined is not in force and effect forever and ever, and after a reasonable time, in the framework of the duty of good faith, a party to the contract may – so it is claimed – notify the other party of his intention to be released from the contract; such – in view of the elapse of time and change of circumstance.

 

  1. To reinforce its position, the State sought to draw an analogy from the Ova Donation Law, 5770-2010, which expressly regulates the option of an ovum donor to withdraw her consent "at any time prior to the performance of the act, which she agreed to designate the ova retrieved from her body to, and in respect of consent to designate ova for implantation – at any time prior to the fertilization of the ova" (Section 44 of the Ova Donation Law). It is also claimed that a similar analogy may be drawn from the Patient's Rights Law, 5756-1996, which prescribes that the patient's consent is required not only at the medical treatment stage, but throughout the continued treatment in its entirety (Section 13(a) of the Patient's Rights Law). According to the State's position, it emerges from these two laws that the legislator adopted an approach whereby infringement upon a person's right to autonomy is only merited in rare events of concern of grave danger, or at the stage of "irreversible reality"; this is not the case in the matter at hand. It was agreed that an interim order be issued, which prevents the disposal of the sperm donation until the court rules on the Petition. It was also requested that the Donor be joined as a respondent in the Petition, as the person whose rights might be compromised as a result of the Petition.

 

  1. The Donor, who was joined in as a respondent, had been requested to provide his response to the Petition (the decision of Justice Solberg of July 13, 2012, in which the interim order in consent was issued, as well as aforesaid), and after numerous attempts and efforts by the Sperm Bank's manager his response was received. At first, the Donor had notified the Sperm Bank's manager that he was willing to meet outside hospital grounds, in order to refrain from exposure "due to his current situation as a penitent", but failed to hold the appointment (notice by the State of August 15, 2012). Following the decision of November 6, 2012 (toward the hearing), in which the Donor's position had been requested once more, and it had been stated that if such response is not presented, "the court may consider this conduct in his ruling, without, of course, expressing an opinion as of this time", the Donor provided his position. In a letter of November 13, 2012, the Donor noted that, at the time of the donation "I had considered the act an ideal thing for childless women, and I am not playing innocent here, the money given was also a motive, but the desire to do good was the main thing"; however, "Afterwards, I changed my lifestyle and beliefs. The aforesaid act is presently incompatible with my world view, and in my opinion, the damage it holds is greater than the benefit, both to me, to my relatives, and to the woman who is the recipient of the donation and her children who are born by the sperm of a stranger". The Donor expressed his sympathy for the Petitioner's wishes, he also explained that since providing the donation, he got married and had a son; he is not interested in adding injury to his wife and hurting his children by adding a terrible uncertainty to their lives, "in the knowledge that they have siblings they do not know"; and it was further stated: "I am not interested in having a child born by me, without me being able to give him love, and without me loving his mother". At the bottom line, the Donor requested that use no longer be made of his sperm and expressed his apologies to the Petitioner for all the sorrow he had caused her as a result of these proceedings.

 

  1. In the hearing before us, on November 14, 2012, the Petitioner's attorney reiterated her arguments with respect to the infringement on her right to parenthood and her reliance on the representation before her. At the same time, the State's attorney reiterated the difficulty in recognizing the Petitioner's right, and asserted the need to regulate the area through primary legislation.

 

 

Ruling

 

  1. We are not dealing with a binary decision between "good and bad", or between right and wrong – both of the parties before us are "right" from their subjective point of view; we are dealing with human emotions of the both of them, and as pertains to the Donor – also internal feelings that derive from a current viewpoint. I believe that our decision must reflect the weight of the values of the law in a proportionate manner; there is no illegitimate position before us, as stressed by Justice (his former title) Witkon a long time ago:

 

"As with most problems of law and of life in general, it is not the choice between good and bad that makes the decision difficult for us. The difficulty lies in the choice between various considerations, all of which are good and worthy of attention, yet in contradiction with one another, and we are required to determine the order of priority among them" (CA 461/62 Zim Israel Navigation Company Ltd. vs. Maziar, IsrSC 17(2)1319, 1337 (1963)).

 

Such is also the case before us. It does not concern the elimination of one of the interests that lie in the balance, but rather the relative preference of one over the other. As we have noted at the outset, this case raises questions of numerous fields of law. The issue may be looked at through the prism of contract law, property law, and, naturally, from the angle of administrative law. Each one of these perspectives may serve as fruitful grounds for a rich and innovative discussion. However, I believe that, at the end of the day, the most appropriate and correct perspective for a ruling on the issue is through the right to dignity and autonomy conferred upon any person to tell the story of his life, as we shall see below. Therefore, the discussion will principally revolve around this angle of the subject, yet, as aforesaid, we shall also address some of the claims raised by the parties on the other levels of discussion. We shall already state at this point that it is worthy to once more call upon the legislator to regulate the issue through primary legislation.

 

Preface – Of Interests and Rights

 

  1. Legal reality often summons a fundamental contest between various legitimate considerations and values; obviously, such cases raise uncertainties and the need for an objective outline, to the greatest possible extent, of the craft of ascribing priority among them. Not every interest is protected by the law, and it depends upon circumstances even where a fundamental legal right has been recognized by law (of the classification of interests as rights, see HCJ 1514/01 Gur Aryeh vs. Second Television and Radio Authority, IsrLR 267, 275 (2001), in the judgment of President Barak, and compare to the dissenting opinion of Justice Dorner, ibid, p. 284; HCJ 6126/94 Senesh vs. the Chairman of the Broadcasting Authority, IsrSC 53(3)817 (1994); Oren Gazal Ayal and Amnon Reichman, "Public Interests as Human Rights", 41 Mishpatim 97 (5771)). Thus – for example – freedom of speech, which is recognized as a fundamental right in our legal system (HCJ 806/88 Universal City Studios vs. Films and Plays Censorship Board, IsrSC43(2)22 (1989)), receives legal protection on the political level, as the core of the right, but will not necessarily receive a similar protection on the level at the distant periphery of the recognized right, which collides with other interests; the farther you go from the core of the recognized right, so it is possible that under certain circumstances a certain act will not fall within the protection of the law. The question is thus twofold: whether the act falls under the definition of the fundamental right, and whether, under the circumstances, it is protected by the law, after the balance against other interests and rights (see ibid, p. 33-34, President Barak). In order to complete the picture, we shall note that the classification of the considerations at stake as rights or as interests defines the formula of the balance between them, and the normative superiority of one value over the other or their equal value (see Re Gur Aryeh, p. 284); however, the mere classification and the balancing manner ("horizontal" or "vertical") do not necessarily decide the concrete question before the court, since a weighty interest in vertical balancing, such as the interest of the security of the State and the public, may prevail in certain cases over a fundamental right (see HCJ 7052/03 Adalah – the Legal Center for Arab Minority Rights in Israel vs. Minister of the Interior, [2006](1) IsrLR 202, 339 - President Barak; and compare with the position of former Deputy President Cheshin, p. 457-459, and the position of Justice (his former title) Rivlin, p. 555-559 (2006)).

 

  1. The tough question – which was raised in re Nachmani under the special circumstances thereof – with respect to the classification of the right to parenthood against the right not to be a parent and the normative status of the one against the other, is not raised in the case at bar; because, as we shall see, harm to the core of the right to parenthood has not been proven, and, in fact, if harm has taken place in the matter at hand, it pertains to the right to autonomy; in this situation again, at most the issue concerns the right of the Donor to autonomy against the right of the Petitioner to autonomy, all as shall be specified below.

 

Of the Right to Parenthood

 

  1. Indeed, on the one hand, the Petitioner stands before us with her heart's desire to bring into the world another child from the Donor's donation, having full genetic siblinghood with her daughter. On the other hand, there is the Donor, who asks to prevent further use of the sperm donation he made in the past, and prevent an insemination process, that would make him, against his will, a genetic father to at least one more child, even if without ties with the child and obligations to him. Justice Strasberg-Cohen described this in re Nachmani as two sides of the same coin (see re Nachmani, p. 682), yet, according to her statements as well, a mixture of interests lies at the balance, and even if these interests may be referred to under the general term of right to parenthood and the right no to be a parent, this matter is not thereby exhausted; see the essay of the scholar Daphne Barak-Erez, "Of Symmetry and Neutrality: Reflections on the Nachmani Case", Iyunei Mishpat, 20(1)197, 198 (5756). I shall note already at this point that I do not believe that this case requires legal innovation with respect to the right to parenthood and the right not to be a parent, since the Petitioner's right to parenthood is undisputed, and the question is whether one should recognize the interest of parenthood necessarily by the sperm of the specific donor, as protected under one of these rights.

 

  1. Indeed, despite the different reasoning in re Nachmani and the disagreement between the members of the panel, including among the justices of the majority, it appears that there is presently no longer a dispute with respect to the status in-principle of the right to parenthood – and this is true also in the case at bar. In other cases as well, the perception that the natural right to parenthood is conferred upon every person has been established, as emphasized in CFH 7015/94 the Attorney General vs. Jane Doe, IsrSC 50(1)48, 102:

 

"It is the law of nature that a mother and father will naturally hold their son, raise him, love him and see to his needs until he grows and becomes a man. This is the instinct of existence and survival in us – 'the call of blood', the ancient longing of a mother to her child – and it is common to man, beast and bird. 'Even sea-monsters [jackals – M.C.] offer their breast and nurse their young' (the Book of Lamentations, 4:3)…this tie is stronger than anything, and is beyond society, religion and state…the law of the state did not create the rights of parents toward their children and toward the entire world. The law of the state addresses something already made, it aims to protect an inborn instinct within us, and it transforms an 'interest' of parents to a 'right' under law, to the rights of parents to hold their children" (Justice (his former title) M. Cheshin).

 

            And elsewhere, Justice Cheshin emphasized:

 

"The State argues and maintains as follows: a woman does not have the "right" to surrogacy; it is as though the issue of surrogacy is 'off-limits' and therefore a discrimination argument is an unmerited argument. According to this claim, because a woman is not entitled, ex hypothesi, to need a surrogacy process, a woman's claim of discrimination will consequently not be heard …I have found this argument difficult to comprehend…undoubtedly, the argument of a 'right' under law is a misplaced argument, certainly after the Surrogacy Law, which regulates the issue of surrogacy as it does. Whereas prior to the Law (and the regulations that preceded it), and there being no prohibition on surrogacy, one might argue that a woman, any woman, did have, a 'right' to surrogacy. In any event, the argument of a right to surrogacy is not to the point, yet, the main thing is that the 'right' we speak of – the right to parenthood – is a right that nature brings to us; it is of this right that we speak, not of the right to surrogacy by law (HCJ New Family, p. 445; emphasis added – E.R.).

 

  1. These words are also relevant to the matter at hand (also see HCJ 2245/06 Dovrin vs. the Israel Prison Service (June 13, 2006): "Family and parenthood are the consummation of the natural urge for the continuity of generations and the self-fulfillment of the individual in society"; ibid, paragraph 12 – Justice Procaccia). It is only natural that we mention at this point, that one of the first and foremost commandments is "[B]e fruitful and multiply and fill the earth" (Genesis, 1:28). And this is a deep aspiration, not to be taken lightly. Rachel says to Jacob (Genesis, 30: 1) "[G]ive me children, or else I die". The longing of the mothers, Sara, Rebecca and Rachel, and Hanna, the mother of Samuel, as well as the mother of Samson, all of these are documented in the Bible. The divine promise is " [T]here shall be no male or female barren among you..." (Deuteronomy, 7:14). The visitation of barren women is entrusted to the Almighty and to the righteous (Genesis Rabbah, 77), but the key of birth ("key of life" – "Maftea'ch shel Haya") is not entrusted to an agent and remains in the hands of the Almighty (Babylonian Ta'anit 2, 1-2); see also the ethics book Messillat Yesharim [lit. "Path of the Upright"] by the RaMHaL (Rabbi Moshe Haim Luzzato), the Sanctity chapter. Indeed, in any situation in which the person claiming a right to parenthood requires the approval of use of a new technology in order to enter the world of parenthood, a claim may be voiced that such person does not "hold the right to a particular treatment", he does not hold the right to insemination treatments, to surrogacy and the like. However, the core of the right to parenthood is the practical ability to bring children into the world. Just as the State does not require a "parenting license", so it may not prejudice a person's right to parenthood without weighty pertinent reasons (see CA 413/80 Jane Doe vs. John Doe, IsrSC 35(3)57, 81-82 (1981)). In such situations, wherein a person requires a certain medical treatment in order to be included in the parent circle, non-administration of the treatment infringes upon his right. Naturally, the right to parenthood is also relative, but there can be no dispute that in such cases there is a concrete infringement on the protected interest.

 

  1. I shall briefly address the classification of the right to parenthood (also see the words of Justice Goldberg, re Nachmani, p. 723-724). This point was extensively articulated by Justice Strasberg-Cohen (in a dissenting opinion) in re Nachmani:

 

"The classification of norms that regulate activity in relationships between man and his fellowman has occupied more than a few legal scholars and academics of various fields…legal rights in their strictest sense are the interests that the law protects by imposing duties on others in respect thereof. Conversely, legal rights, in their broadest sense, also include interests that are recognized by the law, against which there is no legal duty. These are liberties…Where a person has a right, which is a liberty or permission, he is under no duty toward the State or toward another to refrain from committing the act, just as he is under no duty to commit the act, which he is at liberty not to commit. A right, which is a freedom or a liberty, does not hold the power to impose a duty on another and to demand that he commit an act, which he is free not to commit…

 

The right to be a parent is, by its very nature, essence and characteristics, a natural, innate right, inherent to human beings. It is a liberty against which there is no legal duty, neither in the relationship between the State and its citizens nor in the relationship between spouses. The right not to be a parent is also a liberty, it is the right of an individual to control and plan his life. Indeed, non-parenthood in and of itself is not the protected value. The protected value in non-parenthood is the liberty, privacy, free choice, self-fulfillment and the right to make intimate decisions..." (ibid, p. 681-682; emphasis added – E.R.).

 

            And like her, Justice Dorner in the same case:

 

"Liberty in its fullest sense is not merely the freedom from outside interference by the government or by others. It also includes a person's ability to direct his lifestyle, fulfill his basic wishes and choose from a variety of possibilities while exercising discretion. In human society, one of the strongest expressions of an aspiration, without which many would not consider themselves to be free in the full sense of the word, is the aspiration for parenthood. This is not merely a natural-biological need. It concerns a freedom, which, in human society symbolizes the uniqueness of man. 'Any man who has no children is as good as dead' said Rabbi Yehoshua Ben Levi (Nedarim, 64, B [19]). Indeed, whether man or woman, most people consider having children to be an existential necessity that gives their lives meaning. Against this basic right, which constitutes a key layer in the definition of humanness, we are required to examine the right not to be a parent. The foundation of the right not to be a parent is the individual's autonomy against the interference of the authorities in his privacy." (re Nachmani, p. 714-715).

 

  1. Hence, the right to parenthood is a liberty, in the legal sense thereof – the right that fellowman and the State not interfere in the individual's actions and not obstruct the fulfillment thereof; a right against which there is no positive duty to act. However, an additional distinction emerges from these words, which pertains to the two layers of this right. The first layer, which holds value in and of itself, is the ability to fulfill the reproductive ability and become a biological mother or father. The second layer, which is also the one underlying the right not to be a parent, is the ability of a person to choose how to fulfill his natural right, i.e., the first layer. The second layer is at the periphery of the right to parenthood, it is not intended to protect the value of bringing children into the world in itself, but rather other values, such as the right to privacy, autonomy and the free choice of with whom, how and when, if at all, to bring children into this world (including the ability to plan a family). This point was articulated by the scholar Green in his aforementioned book:

 

"There are two facets to the right to be a parent: one facet, which to distinguish from the other shall be referred to as the factual, biological-physical facet, namely the right to belong to the parent population and have the status of a parent. The other facet is the right to decide if, when, with whom and in what way to exercise the first facet of the right to parenthood" (Green, p. 68).

 

  1. The right not to be a parent, as aforesaid, is based on the protected value of autonomy; on the face of it, in Israeli society in particular and perhaps in the free world in general, there is presently no value in and of itself in not being a parent; even if the Sages have said "[I]t is better for a man not to have been created than to have been created" (Babylonian, Eruvin, 13, 72), they added in the same breath "[and] now that he has been created, let him examine his deeds". In re Nachmani (p. 710-711), Justice Tal emphasizes the commandment "[B]e fruitful and multiply" (Genesis 1:28), which we have mentioned, and the words of the Sages (Babylonian Yevamot 63, 2): "Tanna, Rabbi Eliezer says that every person not engaged in bearing fruit and multiplying is as though spilling blood". Indeed, Rabbi E.M. Shach, may he rest in peace, told the story of the Chofetz Chaim, Rabbi Israel Meir HaCohen, may he rest in peace (HaMe'ot, the 19th-the 20th), who was deliberating in his times whether to give a couple a blessing for fertility because "children are an immense responsibility, it being a deposit from Heaven", and he saw the difficulty in raising children in a generation whose behavior is lawless and immoral (see Rabbi Asher Bergman The Use of Torah (Year 5758), 139). However, one way or another, everyone, or virtually everyone, would certainly agree that the right to parenthood includes a core value which stands on its own – to bring children into the world – and protects the value of autonomy. Scholar Barak-Erez wrote of this rationale in her aforementioned essay:

 

"This assumption of symmetry between the rights requires further inspection. Albeit captivating, it is far from being self-evident. It is not at all clear whether the right to be a parent and the right not to be a parent should be discussed on the same level only due to their allegedly being symmetric. In other words, the existence of symmetry between the two rights may not be assumed merely because they hold both ends of the rope of parenthood.

 

As a rule, the right to "have" and the right to "not have" are not always equivalent. Is the right to life completely equivalent to the right to die? ... This is not a sole example. From the fundamental principle of freedom of speech develops both the right to speak and the right to be silent. However, does it thence result that the right to speak is always equivalent to the right to be silent? … In order to decide the question of balancing the rights, one must address the justifications that underpin them … Justice Strasberg-Cohen determines that 'the right to parenthood derives from the right to self-fulfillment, liberty and dignity'. If the focus is on 'self-fulfillment', the right to parenthood is part of the idea of the autonomy of will: the law respects the individual's choices, including the choice of self-fulfillment through parenthood. When the right is perceived in this way, when it is the will that takes the focus, the balance between it and the decision to avoid parenthood is supposedly simple, since the court also respects this decision in the name of the autonomy of will.

 

However, there is only a semblance of simplicity here. Firstly, even were we to deem the right to parenthood and the right to avoid parenthood merely as derivatives of the autonomy of will, the symmetry between them would not be imperative. We do not respect every will, nor should every will be respected to the same degree. Beyond this, the main criticism is directed against the narrow perception … in my opinion, one should unravel in it [in the right to parenthood – E.R.] many additional facets. The right to be a parent is an independent right, rather than a mere expression of the autonomy of individual will. The realization of the option of parenthood is not just a possible way of life, but rather it is rooted in human existence. One may find it a cure for loneliness; another will thereby cope with the consciousness of death. Indeed, the choice to avoid parenthood is a possible way of life, which society and law need to respect" (p. 199-200).

 

  1. We shall also recall the position of Justice Goldberg, who noted in re Nachmani that "[I]n the dispute before us a positive right and a negative right face one another", both of which are derived from the right to autonomy (ibid, p. 723); but, in contrast, the position of Justice Turkel in that same case, who emphasized:

 

"The modern view, social and legal, recognizes the autonomy of the will of the individual. Hence derive and stand, ostensibly, one against the other, the right to be a parent and the right not to be a parent… Indeed, as cited by Joseph Raz from the essays of Prof. Gans and Dr. Marmor: 'An autonomic person is a person who writes his life story himself'. However, to use this simile, is there indeed symmetry between the rights of each of the spouses to write his own life story himself? In my view, there is no symmetry between the rights, despite the 'external' similarity between them, and the right to be a parent may not be deemed merely as a derivative of the autonomy of will, which stands against the right not to be a parent. Still, even if we deem both of the rights as such derivatives, they are not of equal value and standing, as though existence and nonexistence are equal to one another, and as though they are the symbols 1 and 0 on the computer under the binary method" (ibid, p. 736-737).

 

I believe that this last position is closer to the position I support, whereby the right to parenthood includes an independent value component that exceeds the right to the autonomy of will, unlike the right not to be a parent, which is anchored in the autonomy.

 

  1. We have thus found that the right to parenthood is, on the face of it, a cardinal value in and of itself, natural and primeval, and with high-ranking on a human scale of values; this is joined by the autonomy embodied in the choices of the individual related thereto. We have also seen that, in contrast, the right not to be a parent does not include a protected independent value, but is rather intended to protect the personal autonomy of a person in his choice (not to be a parent, or not to be a co-parent with a certain woman or man). It shall be noted that even those who side with this right being only an interest, see it – so it appears – as an interest that should be protected legally; see the words of Justice Tal in Re Nachmani (ibid, p. 701), who had reservations with respect to this classification. Now that we have established the characterization of the right to parenthood and the right not to be a parent, we shall now move forward to an examination of the standing of the Petitioner and the Donor.

 

Of the Standing of the Petitioner

 

  1. It appears that, in the case at bar, the infringement upon the Petitioner's right does not pertain to the core of the right to parenthood. The primary basis of this right is the practical ability to be included in the "parent circle", and bring a child into this world; there is no actual dispute that such option is, thank Heavens, available to her from a practical standpoint. The Petitioner is healthy and fit to bring a child into this world and is not bound (as was the situation with Ms. Nachmani at her time) to the Donor in the case at bar. She is able to act soon to receive another sperm donation at her preferred timing for undergoing additional insemination treatments. The Petitioner claims that impingement upon the ability to choose with whom to bring children into this world is sufficient in order to be sheltered by the legal right to parenthood. However, in practice, this is not an infringement upon the right to parenthood, but rather, as explained above, at most, and this is highly doubtful, an infringement upon the periphery protected by her right to autonomy (without, for now, addressing the question of the scope of protection, whether the right was indeed violated and whether, on proper balance, it is deserving of protection). It is a major question, and I believe that as a rule the answer thereto will not be positive, whether the right to autonomy has been infringed upon by the focusing thereof on the sperm of John Doe the Donor and no other, at any rate where an anonymous donor is concerned.

 

  1. It is claimed in this respect that "once the Petitioner arrived at the decision to bring children into this world from one donor only, and once she executed this decision when giving birth to her first-born daughter…the Respondents' decision infringes upon the Petitioner's right to parenthood" (Paragraph 21 of the Petition). However, as emerges therefrom, the Petitioner is not seeking protection of the core of the right to parenthood or of her autonomy, but rather of her right to parenthood from a specific person, or her right to a child having a specific genetic constitution.

 

  1. In order to assert the difficulty in legally protecting the Petitioner's interest to again conceive by the same genetic constitution, we shall compare her situation with the situation of a married woman who gave birth to a first child in wedlock, and whose husband promised her that they would have another child. This is not identical, of course, but both of them hold the same promise in-principle, that the second child to join the family would have the same genetic constitution of the first child, i.e. a biological son or daughter by the same father. Can the law enforce this promise when the husband decides to dissolve the marriage, and consequently also infringe on the mother's interest of parenthood to children of the same genetic constitution (or the right of the child to a full genetic sibling)? Can one point to a protected legal interest, other than the interest of reliance, and the prima facie interest that contracts should be honored, although, of course, one may not, as a rule, disparage them? It is my opinion that the answer to these questions cannot be affirmative, and the power of the interest of reliance and agreement is insufficient. Moreover, the infringed interest in the case of the married woman as described may even be stronger in relation to the case at hand, since her reliance is perhaps greater in view of the close relationship between her and her husband; it is recalled that in the case at hand the choice is also subject to the discretion of the treating physician, as aforesaid (see above, according to Annex E-2 to the Director General Circular). Indeed, on the face of it, one might argue that the contractual relationship in a case of sperm donation attests to a choice to follow a different path to parenthood, "businesslike" or "financial", of the type that grants security that is not extant in an intimate set of understandings. We shall hereinafter return to an analysis of the issue on this basis, and shall already state here that this proposition cannot be held.

 

Interim Summary

 

  1. We have addressed the nature of the right to parenthood and the right not to be a parent. We have seen that the first includes a separate independent value, recognized by law, which concerns the mere possibility of bringing children into this world, as well as an additional protection of the value of the autonomy of the designated parent (in this case – the Petitioner); the second principally includes the value of the Donor's autonomy. In the case at hand, we have found that the Petitioner is not fighting here for her core right to parenthood, which, in itself, no one is infringing on, but is rather seeking protection over her choice and her desire for parenthood from a specific person. We shall now move forward to examine the standing of the Donor. Such examination shall address, inter alia, the Petitioner's claim that the Donor's right to autonomy is not infringed upon (see Paragraph 15 above).

 

Of the Status of the Donor

 

  1. As aforesaid, the core of re Nachmani was the difficulty to weigh, one against the other, the will of Mr. Nachmani not to be included in the "parents group" against his wishes, and the wish of Ms. Nachmani to enter such group. Both parties held the entrance key together, with one pulling out and the other pulling in; things also went as far as the biological stage of fertilization, which naturally intensified the difficulty, and the infringement upon the core of the parties' protected rights. In the case at hand, can the Donor point to a similar infringement? The issue we are concerned with indirectly raises a question complex in its own right that has yet to be fully addressed by law, which is the determination of the paternity of a child born by sperm donation; the question of what weight to ascribe the interest of autonomy – or none at all, as the Petitioner claims – of the Donor is inseparably linked to the question of in what social and legal sense he is a father.

 

  1. In the case at hand, we shall not rule on this question, which may be deserving of determining by the legislator, but we shall hereinafter address it in the Halakhic context. The question before us is a complex question of values, and therefore the legislator takes precedence over the court in the ability to reach  a comprehensive and balanced arrangement, within which the gamut of the considerations of principle and practicality that are relevant to regulation will be taken into account. This was carried out in the Ova Donation Law, and the Agreements for the Carriage of Fetuses Law (Approval of Agreement and Status of the Newborn), 5756-1996 (even if there may be such or other criticism of these arrangements).

 

  1. The normative framework – which includes, as aforesaid, the aforementioned Consumer Services Act, the regulations promulgated thereunder and the Director General Circular – does not decide this question; the courts that addressed this issue also refrained from setting a broad "paternity test", which exceeded the concrete case of the parties before it. In Re Salameh (CA 449/79 Salameh vs. Salameh, IsrSC 34(2)779 (1980)), it was ruled that a husband, who had given his consent to an insemination procedure, is liable for child support for the child born by the sperm donation of a stranger. It was ruled that the origin of child support was contractual, and therefore the question of the husband's status as a father did not require deliberation. Presently, as a solution in-principle for this matter as aforesaid, the consent forms of spouses include an explicit undertaking by the male spouse to assume full legal responsibility over the child. It should be noted that in Re Salameh and in the other cases raised in case law, a relation of paternity of the anonymous donor was never claimed; but, such rulings are instructive in a qualified manner with respect to the lack of status of the donor. The discussion of the husband's obligations for child support implies that there is no intention to attribute a similar legal liability to the anonymous sperm donor:

 

"At the base of these decisions, there implicitly lies the assumption that the sperm donor is not a father, although an unequivocal announcement in this spirit cannot be pointed to (Ruth Zafran "Family in the Genetic Era –Defining Parenthood in Families Created through Assisted Reproduction Techniques as a Test Case", Din U'Dvarim, B 223, 252 (Year 5766); original emphasis – E.R.).

 

Indeed, as the author shows, there are also different voices (see AP (Tel Aviv) 10/99 Jane Doe vs. the Attorney General, IsrDC 5760(1)831, 855) – but, in any event, there is no positive determination of parenthood with respect to the donor. To summarize this point, on the face of it, current law does not attribute "paternity" to a sperm donor in the classic legal sense of imposing child support. However, I believe it is clear that the mere fact that the donor does not owe legal duties to the infant born by his sperm does not negate the infringement on his autonomy – as the Petitioner claimed. We shall hereinafter address the mental implications of this infringement; prior thereto, we shall address the differences between the case at bar and re Nachmani.

 

  1. Following the decision in re Nachmani, Mr. Nachmani was to become a father, both genetically and psychologically-socially: the theoretical child (who, as aforesaid, was not born at the conclusion of this sad story), was meant to know his father, and his father was meant to know him. Moreover, even if an indemnification contract could have been made between Mr. and Ms. Nachmani, which exempted the father from any future obligation, including the right (and the obligation inherent thereto) to visitation, beyond the aforementioned obligation of child support (since no consent of the unborn child to waive his rights was granted), the infant would have had the ability to insist upon his rights himself. It is also clear that it is not self-evident that an agreement between parents would negate, in effect, all of the father's duties (see Isaac Cohen "The Independent Legal Standing of a Minor in Family Law – Processes, Trends and Methods for Rebalance" Mishpatim 41 255 (5771)). Justice Strasberg-Cohen clarified these implications (in a dissenting opinion) in re Nachmani:

 

"Refrainment from forcing parenthood on a person unwilling to assume it is reinforced in view of the nature and hefty weight of parenthood. Parenthood involves an inherent limitation of the future freedom of choice, in imposing on the parent a duty that encompasses most of the fields of life. A person's introduction into parent status involves a significant change of his rights and obligations. Once a person becomes a parent, the law imposes on him the duty to care for his child. This care is not a casual one, but rather the duty to place the best interests of the child at the top of his priorities. A parent cannot deny the needs of his child simply because it is inconvenient for him to fulfill them. The responsibility of a parent to the well being of his child also holds tortious and criminal aspects. This responsibility incorporates the normative expectation of our social values and legal system, from the individual, with respect to his functioning as a parent. The highly significant implications that stem from this status mandate that the decision to be a parent be entrusted to the person and to him alone" (ibid, p. 683-684; emphasis added – E.R.).

 

  1. The situation at hand is materially different. As aforesaid, if the Petition is approved, there is a certain chance that the Donor will become the genetic father of additional children (to the extent that the medical treatment is successful). Indeed, in the practical sense, this is an anonymous donor – with respect to whom, unlike other places in the world and other proceedings such as adoption, the child is not entitled to request information at the age of majority) (Rule 24 of the Director General Circular; for a discussion on the question of donor anonymity, see Report of the Public Committee for Examination of the Legislative Regulation of the Issue of Fertility and Reproduction in Israel, p. 34-36; Ruth Zafran "'Secrets and Lies' – the Right of AID Offspring to Seek Out their Biological Fathers" Mishpatim 35 519 (5765)). At this stage, it should be noted that the question of anonymity is a topic for debate in its own right, since against it stands the right of "a minor child, not to be suppressed all of the days of his life from knowing the identity of the father that had begot him" (see CA 548/78 Sharon vs. Levi, IsrSC 35(1)736, 758 – Justice (his former title) M. Elon); however, this question has not yet been examined in the context of the sperm donor. The fact of anonymity in the present state of affairs detaches the donor from nearly any "fatherly" context other than the genetic context, which remains concealed. On the face of it, according to present law, the donor owes no financial, social or other duty to the infant. In fact, it is not at all clear if and how the donor would know that he became a father, since, as aforesaid, this is subject to the success of the medical procedure, and without an inquiry on his part he will not learn about it. This also emerges from the statements of President Barak in re Nachmani, underscoring the situation of Mr. Nachmani compared with the one of an anonymous donor:

 

"At the foundation of the understanding between the parties – whether we deem it a contract or an agreement which is not a contract, and whether we deem it common property or we deem it a unique "phenomenon of law" – is the premise of a shared life. Once this foundation is removed, the foundation on which the relation between the parties is based is removed. If Danny Nachmani had been asked prior to the commencement of the fertilization procedure, whether he would be willing to go through with it even after separating from Ruth Nachmani, his sure answer would have been negative. It may be assumed that this would have also been the answer of Ruth Nachmani. In truth, they had not entertained this question, but the essence of the agreement (or the understanding) between them – an agreement for the birth of their child in common – is based on this premise. This is the basis for any act in the fertilized ova. This is the foundation of their entire inter-being. This is the infrastructure of their parenthood. It is not 'single family' parenthood. The sperm donor is not unknown. It is co-parenting on each and every ground" (ibid, p. 790; emphasis added –E.R.).

 

  1. It may be gathered from these words, that the infringement upon Mr. Nachmani's autonomy was a harsh one, and pertained to the core of the right not to be a parent. In contrast, the infringement in the case at hand is weaker, which does not pertain to the core of the right. The remaining link, excluding possible changes in the law, is principally genetic – "a genetic father", not a father in the full social and legal sense of the term. However, as we have reiterated above, the fact that, in the case at hand, the impingement is reduced to the genetic element of parenthood does not nullify the infringement upon the autonomy. It is this issue that we shall now address.

 

 

Infringement against the Donor

 

  1. In the broad context, no few writings have addressed the weakening of the model for determining parenthood on a genetic basis compared with models of physiological parenthood, social-functional parenthood (or, by another name, "psychological parenthood"), and other models such as the model of the best interests of the child and models based on the parties' consent (for elaboration, see Y. Margalit "Of the Determination of Legal Parenthood in Consent as a Solution to the Challenges of Determining Legal Parenthood in Modern Times" 6 Din U'Dvarim 553 (5772), and mainly the review in Chapter E thereof). Without expressing a position with respect to the dilemma of determining parenthood in such situations, it is clear today, when the genetic model no longer stands alone, and all the more so in a case of sperm donation, wherein no one "operatively" claims the donor's paternity, that such genetic connection is possibly not the be-all and end-all (see CA 3077/90 Jane Doe vs. John Doe, IsrSC 49(2)578, 599-605 (1995)).

 

  1. Indeed, after years of going hand in hand with the genetic model exclusively (a position reflected in two of the central legislative acts in respect of the determination of parenthood – Section 3(a) of the Women's Equal Rights Law, 5711-1951 and Section 14 of the Legal Capacity and Guardianship Law, 5722-1962 – despite there being no definition of the term parent), the legislator also went some distance in the movement away from the genetic model, in determining parenthood in the new Surrogacy Law not by the direct genetic model, but rather by a "parenthood order" (the Agreements for the Carriage of Fetuses Law, Section 10); similarly, Section 42 of the Ova Donation Law also prescribes: "An infant born as a result of an ovum donation, will be the child of the recipient of the donation  for all intents and purposes" (emphasis added –E.R.), i.e., a determination of parenthood without a genetic relation to the recipient of the donation, but rather merely a physiological connection.

 

  1. However, even if we were to find voices – and these are not the central voices – according to which the genetic link has weakened in the social and legal sense, especially in the context of sperm donation, it still carries a hefty weight; however, in any event, the infringement upon the autonomy is still concrete and strong, and it ultimately tips the balance in the case at bar. This is how the Donor himself described it in his aforementioned letter:

 

"The aforesaid act [the sperm donation – E.R.] is presently incompatible with my world view… I am not interested in having a child born by me, without me being able to give him love, and without me loving his mother. I see a connection between my genetic constitution and these conditions…"

 

  1. The harm to a man, as a result of his feeling – even if it came about later and at first he had believed otherwise – that a child who is the fruit of his loins "walks about the world", and he is unable or unwilling, whether on religious grounds or in terms of the resources of time and emotion, to dedicate his love and attention to him – is inevitable, and touches upon his subjective moral conscience. The legal and Halakhic distinctions mentioned above are of no use to this person; this harm was described by the scholar Chaim Ganz:

 

"My sights are set on the interests that people have not to be in situations in which they are not fulfilling what they consider to be their emotional and moral duties, or the interests they have not to be in situations in which they pay too high a price in order to fulfill their moral duties, or not to be in situations in which they are indecisive as to whether to fulfill their emotional and moral duties or feel guilty for not fulfilling the same (Chaim Ganz "The Frozen Embryos of the Nachmani Couple" Iyunei Mishpat 18 83, 99 (5754)).

 

  1. It appears to me that these words may be on the mark with respect to the Donor's feelings in the case at hand, as reflected in his letter to the court. It is for this purpose that the rule determined is that society may not, in the absence of weighty reasons, interfere with the intimate questions of reproduction. We must keep in mind that the sperm donor is not expressing a position in principle against bringing children to the world, as he has also married and has had children. Rather, it is hard for him to feel that the children to be born by his donation will not be his children, nor will they have the benefit of his affection, nor will they be the fruit of his love. We cannot dispute the weight of these things. As stressed by Justice (his former title) Or in Re Daaka:

 

"This right of a person to shape his life and his fate encompasses all of the central aspects of his life - where he shall live; what he shall do; whom he shall live with; what he shall believe in. It is central to the being of each and every individual in society. It bears an expression of recognition of the value of each and every individual as a world all its own. It is essential for the self-definition of every individual, in the sense that the gamut of the choices of each individual defines the individual's personality and life… The right to individual autonomy is not limited to this narrow sense, of the ability to choose. It also includes another tier – a physical one – of the right to autonomy, which pertains to a person's right to be left to his own devices…this right implies, inter alia, that every person has the liberty from interference with his person without his consent… the recognition of a person's right to autonomy is a basic component of our legal system, as the legal system of a democratic state…it constitutes one of the central expressions of the constitutional right of every person in Israel to dignity, which is established by Basic Law: Human Dignity and Liberty" (CA 2781/93 Ali Daaka vs. the 'Carmel' Hospital, Haifa, IsrSC 53(4)526, 570-571 (1999)).

 

  1. Just as the initial choice, for such or other reasons, to make a sperm donation, with all of the implications entailed therein, was the Donor's – while his approach to values was different – so is the choice to retract his consent. As defined by the Director General Circular:

 

"Donor sperm shall not be taken, nor received nor used for artificial insemination, unless the donor shall have given his consent to the use of the sperm" (Rule 25(e); emphasis added – E.R.).

 

That is to say, consent is required for the mere taking of the sperm, for its receipt by the Sperm Bank and for the use thereof. Thus, for instance, it is clear that if a sperm donor had regrets, at the stage in which no use whatsoever had been made with his sperm – the bank would not have conceived of claiming that the donor had no right to recant (and for the purpose of further discussion, that the donor breached the contract with the bank). The significance of this is not that a sperm donor’s refusal for his sperm to continue to be used will be accepted under any circumstances; the stage in which the request is brought forth is relevant and even critical. There may be good and hefty reasons not to allow a sperm donor to recant, such as in a situation like the one created in re Nachmani; all the more so if conception has occurred. But other than under such circumstances, his right to retract and the infringement on this right bear actual weight and tip the scales. Indeed, he had given his consent and had received payment, however this is not an ordinary "transaction", but rather an issue that holds a fierce emotional aspect. The command of the conscience and feelings of the Donor is a matter of values and cannot be simply quantified in the legal sense; as emphasized by Justice Goldberg in re Nachmani:

 

"[The issue – E.R.] is by nature not within the framework of an existing legal norm. It may not be cast in the legal molds of a contract or a quasi-contract. It is entirely within the emotional-moral-social-philosophical realm. Hence, an explanation of the normative vacuum and the inability of the customary legal rules to resolve the dispute" (ibid, p. 723).

 

Like him, Justice Kedmi stressed that "[T]he answer shall thus be found in the internal world of values of each one of us. I also do not hesitate to say that it may be found in the cache of emotions inside the heart of each one of us" (ibid, p. 735). Even if the case at bar is not the same "borderline case" as was re Nachmani, we must acknowledge our limits when assessing the degree of harm to the donor, whose present point of view imposes such and other moral duties on him, in which bringing children into the world, who would not grow up to be his actual children, is opposed to. We shall mention again, that the entry, as argued, of the Donor into the religious world brings with it a harm that stems from this world of values. As aforesaid, a common opinion in the Halakha prohibits a Jew from making a sperm donation due to the prohibitions of emitting sperm in vain, the concern of future mishaps such as consanguineous marriage, levirate marriage (Yibbum) or renunciation thereof (Halizah) (see Paragraph 57 below). We shall also hereinafter address the status of the infant. Insistence on autonomy in the question of what will be done with a man's sperm does not need to come from a religious source; but entrance into the religious world may enhance it, as probably occurred in this case, and this should be respected. Again – this is no trivial matter; sperm is a type of man's continuity, hence the importance of the autonomy of a man to decide as to the use thereof, even if he initially believed otherwise. This is "high-level autonomy".

 

  1. Finally, the harm to the Donor is not limited to the ability to choose not to be a father, but rather also extends to his autonomy to decide with respect to his status as a father. That is to say, a man who sees the genetic-biological parenthood or the "blood relation" as giving rise to moral duties of his as a father is harmed in his autonomy by both the denial of the choice, in and of itself, and by the nonfulfillment of his duties according to his conscientious or religious approach.

 

The decision in the case at bar

  1. I believe, that in view of the analysis presented thus far, in the conflict of interests at hand, the Donor's wish to not be a genetic father to additional descendants prevails, within the bounds of autonomy, over the Petitioner's interest to bring children into the world, sharing the same genetic constitution; this last interest is legally insufficient to nullify of the Donor's right to change his mind. The parental liberty requires the cooperation of two people, within a marriage or another family unit, including – although with much lower force – within a single-sex family unit, through sperm donation; and it may be through a third party such as the Sperm Bank. Obviously, there are differences between the aforesaid situations, which may, under different circumstances, change the outcome; however, in the matter at hand I found no grounds to justify subjecting the Donor's wishes to the purpose of upholding the Petitioner's wishes.
  2. The protection of the Petitioner's right to have children sharing the same genetic constitution stops where it clearly conflicts with the Donor's right. In a regime of relative rights, there is no right which grants its holder absolute superiority of exercise. Therefore, the acceptable interests underlying the Petitioner's arguments yield to the Donor's right to autonomy (see and compare with the opinion of Justice Mazza in re Nachmani, p. 750-751).
  3. I am afraid that – with all human understanding for the Petitioner's feelings – the interest of conceiving from a certain individual, as stated in the Respondents' reply, is not recognized by law and is not protectable. Moreover, even if we were to assume that the matter at hand may be deemed as violation to the Petitioner's autonomy to choose with whom to have children, the Petitioner would receive no protection; since as aforesaid, we are concerned with a liberty, the fulfillment of which requires the cooperation of another:

"The right to be a parent and the right not to be a parent are two rights which despite being two sides of the same coin, do not share identical characteristics. Each in itself lies within the framework of individual liberties; the distinction between the two levels of rights is not in the one being a positive right versus another being a negative one, but in the fact that the right to be a parent belongs to the group of rights which require the cooperation of another individual for its consummation, whereas the right not to be parent is reduced to the individual himself… if the right to be a parent had been one of the rights in the strict sense, with a respective duty against it, there would be no need – on the theoretical level – for  consent from the outset, since once there is a duty the only remaining question is that of the appropriate remedy. Since the right is a liberty against which there is no corresponding duty, but rather an opposing right, and since two are needed for its consummation, the individual in need of the cooperation must obtain the same from the other party by obtaining his consent throughout. The right to be a parent requires – in the event of refusal by the partner – a positive coercive judicial act, whereas the right not to be a parent requires non-intervention and non-interference with the liberty of the individual who refuses to become a parent. Since the "refusing" partner has a right to not be a parent, he should not be subjected to such coercive order. Fulfilling the right of the individual seeking to be a parent by imposing a duty on an individual who does not is contrary to the essence of the liberty and violates its spirit" (the Nachmani case, p. 682-683 – Justice Strasberg-Cohen).

In re Nachmani – in which two rights weighed on the scale: the core right to be a parent, i.e. the mere ability to become a parent on the one hand, and on the other hand the right to autonomy, i.e. the right not to be a parent – it was ruled that under the circumstances the right to be a parent prevails. In the case at bar, on the other hand, the Petitioner cannot indicate violation of the right to be a parent. The issue at hand is her desire to conceive from the sperm of a specific person, against the wishes of that person to not be a parent again – even if, as aforesaid, a merely genetic parent – by way of sperm donation, it seems that there is no room to rule in favor of her petition.

  1. It should be emphasized, as aforesaid, that in the case at bar, the Petitioner has indicated, at the most, violation of the right to autonomy. There is no violation of the Petitioner's right to become a parent herself, and the question is from whom she shall conceive; therefore – even if we assume, for the sake of the discussion, that the Petitioner's right to autonomy has been violated, and as aforesaid, I do not believe that it has been violated, and certainly not severely so– as opposed to the Nachmani affair, the conflict and ruling in the case at bar pertain to the Petitioner's right to autonomy versus the Donor's right to autonomy; and as mentioned, "we do not respect every wish, and not all wishes are to be equally respected" (Barak-Erez, p. 199). In the contest between these two "autonomies" it seems – without, of course, wishing to hurt the Petitioner's aspirations and feelings – that the Donor prevails. His case concerns an "active" legal measure – use of his sperm, whereas her case concerns a "passive" circumstance – preventing the use of the Donor's sperm. 
  2. It may be that the interest of contractual reliance was violated in this case, and perhaps also additional public considerations and interests (such as the lateral effects and the need to preserve the stability of the Sperm Bank). However, the law, as in similar cases, avoids coercion with respect to the intimate questions of human life in the absence of weighty considerations (see the aforementioned CA 413/80; Pinchas Shifman "An Involuntary Parent – Misrepresentation Regarding the Use of Birth Control", 18 Mishpatim, 459 (5749)). And we shall reiterate – the force of the Petitioner's interest – with no offense, cannot tip the scales against the Donor's autonomy.
  3. We spoke at length, since – as aforesaid in the preface – the avoidance of future cases is to be considered, and the possible lateral effects should also be addressed. The issue at hand calls for the intervention of the legislator. At this point it should be mentioned, as noted by the scholar Y. Green in another book he wrote on the issue ("Procreation in the Modern Era: Law and Halakha (2008), p. 99): "Caution should be exercised when holding a discussion on the in-principle, theoretical level, which is detached from the specific case to be decided. There is nothing "easier" than a theoretical discussion, but the solution is required for the specific case. It seems that the discussion in the appeal in re Nachmani demonstrates so".

Ostensibly, the aforesaid should have sufficed to conclude the discussion in the present case, however, I deem it fit to briefly discuss the position of the Hebrew Law on the issue of sperm donation and the status of the donor, since in some of the contexts contemplated, and in particular on the issue of attributing the newborn to the sperm donor, Hebrew Law has significant weight in shaping the Israeli law as well as some of the arguments on other levels of the discussion mentioned, and explain why the outcome in the case at bar does not change.

The Position of Jewish Law

  1. The possibility of giving birth as a result of artificial insemination, although by chance, is mentioned already in the Talmud (Babylonian, Tractate Hagigah 14, 72-15, 71) in reference to the prohibition of the High Priest to marry a woman who is not a virgin (Leviticus 21, 13 and 15): a pregnant woman who claims to still be a virgin is permitted to the High Priest since "she may have conceived in the bath", i.e. from the penetration of sperm to the uterus, other than by way of sexual intercourse but by chance, while washing in a bath to which human sperm was ejaculated. The Halacha distinguishes between questions such as whether the technique of artificial insemination is in itself permitted (and in the present context, whether sperm donation is prohibited), and the Halakhic and legal consequences of insemination that has taken place. Regarding the mere donation of sperm by a Jew, Prof. Rabbi Avraham Steinberg writes "New Technologies in Fertility Treatments – Halakhic Aspects" a chapter from his book in "Halakhic Medicine", which was discussed at the Rabbinical Judges convention in 5772, that "a Jew who donates sperm to an unknown woman violates the prohibition of wasting sperm…", this is according to various sources such as Rabbi Moshe Feinstein (Letters of Moshe Even HaEzer I titles 10-11) and Rabbi A.I. Waldinberg, et al. (Tzitz Eliezer 9, 51).
  2. Regarding the status of the newborn, Halakhic literature offers – amongst the modern adjudicators and their interpreters – different opinions, of which some are stringent (i.e. frown upon the mere artificial insemination from an unknown Jewish donor, and consider the donor to be the newborn's father, and therefore – in the case of a married woman – there is a fear of bastardry), and some are lenient, severing the tie and not necessarily attributing the newborn to the sperm donor, and also permit him to enter the assembly with no fear of  bastardry. One of the Halakhic questions is whether the child is deemed a "Shtuki", i.e., "one who knows his mother but not his father" (Mishnah, Kiddushin, 84 42), who is an doubtful bastard; see, among other interesting articles and dissenting opinions in Techumin 24 (5764); Rabbi M. Ralbag, in his article, "Attribution of a Newborn Conceived by Artificial Insemination" (p. 139), concludes that "a child who is born to a single woman by way of artificial insemination and with sperm taken from the sperm bank, either abroad or in Israel, shall not be deemed a Shtuki, who is prohibited for fear of bastardry, but is legitimate and may marry a legitimate Jewish woman" (p. 147). This is supported, inter alia, by central opinions in Halakhic adjudicative literature such as Rabbi Moshe Feinstein, Rabbi Shalom Mashash and others. On the other hand, see Rabbi Y. Epstein, "The Pedigree of a Newborn Conceived by Sperm From a Sperm Bank", ibid, p. 147, who concludes that "it seems that the child who is conceived by the fertilization of a single woman without knowing who is the sperm owner, increases the number of Shtukim in the world, and it should be avoided as much as possible" (p. 155); further see: Rabbi G. Orenstein "IVF – Attribution of the Newborn and the Command of Propagation", ibid p. 156, whose general approach (p. 156-157) is that the newborn is attributed to the father, which obviously adds to the Donor's dilemma. Also see: Prof. Rabbi Avraham Steinberg, Halakhic Medical Encyclopedia (Second Edition, 5748), p. 148; and his article "Artificial Insemination", Weekly Torah Portion Leviticus, edited by A. Cohen and M. Vigoda (5774), 102; A. Green "Procreate", p. 125-180. Prof. Rabbi Steinberg in his aforementioned essay "New Technologies in Fertility Treatments – Halakhic Aspects" believes that in general, "artificial insemination of a married woman by an unknown donor who is a Jew is prohibited, since this act entails so many Halakhic and moral-social faults". And he explains, that some believe that the prohibition is from the Torah, and some believe otherwise, and attribute the prohibition to moral-social considerations, such as detachment of the child bearer from marriage and turning "the birth of children into an arbitrary mechanical issue, denied of all the human qualities which make man God's partner in the act of creation". He further notes that there may be Halakhic complications of prohibited marriage of relatives and questions of inheritance – among other things, the newborn shall not receive, de facto, part of the inheritance of the sperm owner, even under methods which consider him his son. The sperm owner-donor – according to that method – is the newborn's father for all intents and purposes, and therefore the newborn is "prohibited to the relatives of the sperm owner, inherits his assets, his mother is exempt from Yibum and Halizah and he is liable for his child support" (I shall note that with respect to child support and similar issues, there are also other opinions). The aforesaid is in addition to the fact that "a priori, the artificial insemination of a single woman is prohibited. Under special circumstances, one should seek advice", and there are cases in which this shall be permitted, "such as when a single woman has made efforts to marry, and failed, and she reaches the end of her fertile years and she longs for a child, to be 'a cane to her hand and a hoe for her burial' (Yevamot 65, 2), all in accordance with the rabbinical judge's discretion, and the permitted conditions of artificial insemination". I shall add: in other words, the case of a woman who wants a child also in order to have someone to lean on in her old age – that would justify seeking the advice – and probably leniency.
  3. And see, recently, the ruling of the Rabbinical Courts in (Beer Sheba) 90215/01 Jane Doe v. the Attorney General (Kislev 15, 5773, November 29, 2012), which concerned the status of a minor who was born to a single mother from artificial insemination, and the identity of the sperm donor was unknown. The Court ruled that the minor is allowed to enter the assembly, giving specific reason that artificial insemination creates no fear of bastardry, and it was, inter alia, stated (Paragraph H): "clearly if the newborn conceived by artificial insemination it not attributed to his father, there is also no fear of bastardry", since "the law that sperm is attributed to the sperm donor is not sufficiently clear and proven". And I shall add, that already two decades ago, Rabbi S. M. Amar, the present Rishon LeZion (Sephardic Chief Rabbi of Israel) and then a Rabbinical Judge in Petach Tikva, wrote in his book Hear Shlomo B', (Even HaEzer, Article B, p. 150-156) with respect to a child conceived by artificial insemination, that he should be permitted, and see the summary of the Halacha there, and this is also, as far as I am aware, his clear opinion today. Also see interpretation by Sara Hatab to the ruling of the Judicial Court in Beer Sheba ("Inglorious Bastards", Tsedek – Makor Rishon (Justice, Primary Source), Shvat 14, 5773 – January 25, 2013).
  4. From the research literature which quotes the words of adjudicators, we will note that Prof. M. Corinaldi, in his book, "Laws of Personal Status, Family and Inheritance – Between Religion and State, New Trends (5764) also addresses the approach of the Hebrew law to the issue of sperm donation, pursuant to his previous essay – "The Legal Status of a Child who is Conceived by an Artificial Fertilization from an Unknown Donor or by an Ovum Donation" Jewish Law Annual 18-19, 295 (5752-5754). His starting point is the answer of Rabbi Peretz, one of the authors of Tosafot (annotations to the Talmud) in the 13th century (of whose opinion has two versions); see p. 79-81. According to Rabbi Peretz, "a baby born to a married woman from the sperm of an unknown man – and not through prohibited intercourse – e.g. conception through a sheet – is not a bastard ("legitimate newborn") since there is no forbidden intercourse or partner". This answer is the Halakhic foundation, for example, for the aforementioned opinion of Rabbi Moshe Feinstein, see references on p. 81, note 30; in addition, the words of Rabbi A.I. Waldinberg are quoted (Tzitz Eliezer 9, 51 Section 200, 249), similarly to the opinion of Rabbi Feinstein, who believes that in the absence of ordinary intercourse, there is no fear of bastardry, since “anyway he did not come close to a woman, and it was for monetary consideration that he gave his sperm for that purpose, and the woman conceived anyway, without him positively taking action to consummate the conception. Moreover, in this case the act of the physician followed, in the absence of which the sperm of that man is allegedly discarded into the trees and stones…". Prof. Corinaldi concludes that the Halacha also makes room for a method whereby a man who agrees to the use of his sperm for an unknown woman "is deemed as a man who deposits his sperm in such a way as to expire the natural connection, and there is no genealogical connection formed between himself and the newborn – who is deemed as lacking pedigree on the father's side"; and Rabbi Bazmach Uziel (Shaarey Uziel B' 234) speaks in the same spirit. "For a man's pedigree is not attributed to him unless created in the usual manner through physical intimacy…" (p. 82-83). Dr. Michael Vigoda – "The Status of Those whose Conception is from the Sperm Bank", Weekly Torah Portion 5767 (282) – notes that Rabbi Yechiel Yaacov Weinberg, in Q&A Sridey Esh (Rabbi A.A. Weingurt's Edition) A', 49, considered an individual who was born by fertilization to be a Shtuki and is deemed as a bastard, but on the other hand Rabbi Ovadia Yosef ruled leniently. The author also quotes Rabbi Asher Weiss who tends to be lenient, as the insemination is completely detached from intercourse (similar to the aforementioned opinions of Rabbi Finstein and Rabbi Waldinberg); and see additional references there. Dr. Vigoda's conclusion is that "it seems that the proper solution is to properly regulate, at the very least, this highly sensitive issue and set forth rules of registration and control to ensure, on the one hand, that a woman shall not receive sperm from a relative or an illegitimate person, and enable the prevention of relative-marriages, and on the other hand, keep in confidence the identity of the donors… it is important to verify that the informed consent of those who need the services of sperm banks shall include an understanding of the Halakhic meanings of the procedure, and the sooner the better". With respect to the Sperm Bank, also see the lecture of the Rabbinical Judge, Rabbi David Malka, "Halakhic Aspects in the Activity of a 'Sperm Bank'", the Rabbinical Judges Conference, 5768. With respect to the Halakhic concept of parentage, also see Eran Shiloh, "More on the Halakhic Concept of Parentage – 'For Your Son to be Removed'" Weekly Torah Portion, 324 (5768).
  5. It transpires from all of the aforesaid, that on the one hand there is a substantial school, mighty pillars to lean against, taking the position which detaches the parental connection from the donor, and some believe otherwise. As in this issue on the whole, I shall join Dr. Vigoda in his call for the legislator to intervene, and to my mind, in the directions he suggested. However, in the current state of affairs, a donor might find himself under a concern with respect to his Halakhic status in the various aspects, regarding both the donation itself and its consequences, and this might constitute a component of and support a position which has reservations regarding the donation and its consequences as expressed by him in the case at hand, without myself riveting or necessarily joining that.

The set of contracts between the parties and other arguments

  1. Ostensibly, as aforesaid, we could have viewed this case also through the glasses of the private law and the contracts law; the term contract has different meanings and interpretations, but it is common to consider a document which expresses the parties' wishes and reflects a "promise" that is to be respected as a contract to which the contract law shall apply anyway (see Gabriela Shalev, Contract Law – General Part, Towards Codification of the Civil Law (5765) p. 13). Apparently, the aforementioned set of forms creates two contracts between three parties – between the donor and the Sperm Bank, and between the Sperm Bank and the recipient of the donation; indeed, there is no contract between the donor and the recipient of the donation. However, the application of contract law shall not change the outcome; the same values and consideration discussed thus far shall also be expressed here, through the principled concepts: the principle of good faith; public policy; and the principles of justice in the enforcement of a contract. Good faith, for example, is a window through which the values of our legal system and the values of public law flow into private law. The bottom line is therefore that the implementation of the aforementioned law and principles lead to the same outcome also according to contract law, although the potential problems as a result thereof are complex (for example, the question may rise, whether the contracts in the case at hand should be viewed as standard contracts pursuant to the Standard Contracts Law 5743-1982); it would not be appropriate to rule on these questions within a coincidental discussion, without sufficient foundation for the discussion.
  2. In re Nachmani, Justice Dorner stressed why according to her, the contract law should not be applied to that case:

"… An agreement to have children is not a contract. It is presumed that spouses would not be interested in applying contract law to matters of that sort… anyway, even if it would have been proven that this was the parties' intention, it would still not be in their powers to give the agreement between them the effect of a contract, since a contract to have children is against public policy…

Nevertheless, the fact that an agreement to have children is not a contract does not entirely nullify the legal effect of the agreement or even a representation of consent, since in balancing the parties' rights there is room to also consider the fulfilment of the agreement between them, or the existence of a representation of an understanding. An agreement, as does a representation, may entail expectations and even reliance. These are to be considered among the other considerations affecting the balance (ibid, p. 717)).

Indeed, the picture in the case at bar is different: and in my opinion the set of agreements in the case at bar should not be deemed as void in view of public policy (see paragraph 35 of the Petition); it seems that the continuity of sperm banks, which assist many people every year to consummate the right to bring children into the world, is a public interest; therefore, the creation of a consensual and steady set of agreements which sustains the sperm banks is a public interest, and of course a clear interest of the parties. Certain reinforcement may be found in the attitude of case law to the aforementioned issue of child support; the Courts' willingness to recognize child support of a husband of a recipient of a donation by virtue of a contractual undertaking between them reinforces the conclusion that the contract law and the private law may resolve such issues. In this matter, see the Salameh case; FC ( Jer) 10681/98 John Does v. John Roe (September 19, 2000); and the opinion of Justices Or (p. 764) and Zamir (p. 780) and President Barak (p. 790) in the Nachmani case; also see Y. Margalit "Towards Determining Legal Parentage by Agreement in Israel", 42 Mishpatim 835; 887, (5772). Further reinforcement may be found in the approach of Israeli law to the violation of a marriage promise, an approach which deems the consent to marry a non-enforceable consent, however a compensable one (see CA 5258/98 Jane Doe v. John Doe, IsrSC 58(6) 209, 220-225 (2004)). Nevertheless, I must pose a "warning sign" here; as we are not concerned with "regular" contract law, of the economic sphere. The issue at hand comprises significant emotional components, and the perspective of contract law is only one part of the picture.

  1. Still in the sphere of contract law, the Respondents argued, and rightly so, that the contract between the donor of sperm and the sperm bank can be viewed as a contract which is not limited in time, and therefore such that each of the parties may terminate following a change of circumstances, subject to the duty of good faith. Indeed, supplementary interpretation of a contract in which no time limit has been set forth as an integral part thereof, leads to the conclusion that the parties did not presumably intend to be bound by the contract indefinitely. (CA 9609/01 Mul HaYam v. Adv. Segev, IsrSC 58(4) 106, 141 (2004)). The Petitioner claims that the Donor's part ends upon the sale of the sperm to the bank, and the present case does not concern the termination of an indefinite contract. I cannot agree with this; there is great doubt in my mind whether we can draw an analogy to the sale of a car, for example, to the sale of sperm. I believe, with all due cautiousness, that an individual selling his sperm – if we call the donation a "sale" – does not confer upon others proprietary ownership of the "usual" kind in his unique genetic constitution (and so, for example, it does not seem that he confers the right to genetic "duplication" – had it been possible, of course); in other words, the sperm bank does not acquire "proprietary ownership" of the genetic code of the donor in a manner which detaches him – as per the Petitioner's claim – from the continuation of the process (and the same is relevant also to arguments regarding the acquisition of the right to preserve sperm units or any other proprietary right). This is a complicated question, but it seems that it can be assumed that this is a contract with no time limit, which does not confer a proprietary-ownership right – and therefore a party to the contract may withdraw his consent.
  2. As aforementioned, this possibility is not a "veto right" of the donor throughout; the "point of no return", wherein the balance of rights and interests shall change, and that donor shall loose the legal possibility to terminate the contract and retract his donation, may vary in accordance with various considerations; these include, inter alia, the force of the consent and the way in which it was expressed at the outset (e.g. the difference between written and oral contracts), the point in time in which the termination of the contract is requested; the type of process and physiological affinity under discussion (in this way, for example, I doubt – as aforesaid – whether a way back is possible in case the sperm donation has already been fertilized into an ovum of the recipient of the donation within an IVF, and certainly, a fortiori, there will be no way back when a pregnancy is carried by the recipient of the donation's body or a surrogate mother's body); the law pertaining to the determination of parentage in such a case, the consent of the other parties to the cancellation of the process (since there may be more than two parties to the contract – e.g. in the case of full surrogacy); and obviously, the best interest of the born child – and the list is not a closed list (for the beginning of a discussion of these issues, see Y. Margalit, ibid, p. 874). Note that the dispositive consent in itself does not define the point of no return; it is determined by law. Such is the case also in the Ova Donation Law, from which the Respondents wish to conclude; see Section 44, whereby a donor or a patient may withdraw from a consent that was given with respect to the extraction of ova from her body "at any time prior to the performance of the procedure to which she had agreed to designate the ova extracted from her body, and with respect to consent to designate ova for implantation – at any time prior to the fertilization of the ova, and she will be under no civil or criminal liability for the withdrawal of her consent as aforesaid". It should be noted at this point, that even if the legislator made no statement in the matter at hand, this Law can serve us at least as reinforcement of the conclusion to which we have arrived, since it addresses, in essence, a very similar issue.
  3. In the case at bar – as indicated above – not one of the contractual documents between the parties include reference to the possibility that for reasons other than the quality of sperm or its medical suitability, the recipient of the donation shall be unable to be inseminated by the sperm donation which she selected according to the general data available to her; most certainly there is no concrete addressing of the question of retrieving the donation – hence the Petitioner's reliance. The mere option to pay for safeguarding of sperm units implies that possibly the formulators of the said forms did not perceive a possibility of withdrawal of consent. However, as emphasized above, a priori and regardless of the donor's wishes, the wishes of the recipient of the donation are subject to the discretion of the attending physician (Annex E-2) in all aspects pertaining to the selection of sperm to be used, and the bank further disclaims any responsibility "in any manner whatsoever for the loss, damage or other use of such sperm units" (Res/3). In such a case, in which the parties did not address in advance the possibility of withdrawn willingness regarding the use of the sperm, it should be incorrect to assume for them that it does not exist (since the contract nevertheless does not, as aforesaid, prevail their lawful rights). Moreover, this issue also affects the legitimate reliance interest of the Petitioner, which unequivocally carries weight, but does not tip the scales, inter alia, in consideration of the aforementioned contractual situation. Furthermore, in terms of the aforementioned point of no return, additional considerations lead to the acceptance of the Donor's withdrawal of consent, and in particular the lack of any physiological affinity thereto by the Petitioner at this point in time.
  4. Finally, and without making a definitive ruling, I shall also mention the rule stipulated in Section 3(4) of the Contracts Law (Remedies for Breach of Contract), 5731-1970, which determines the "justice exclusion" to the enforcement of a contract (see Gabriela Shalev and Yehuda Adar – Contract Law – Remedies: Towards the Codification of Civil Law (5769) p. 230). This issue was also discussed in re. Nachmani, as stressed by Justice Strasberg-Cohen (dissenting opinion):

"In the field of liberties, the law avoids forcing an individual to do that which he is not compelled to do, also in other contexts in the sphere of inter-personal relationships between humans. Every individual has the right to be married. However, there is not dispute that an individual who had been promised marriage, a promise that was broken, shall not receive from the Court a remedy of enforcing that promise. Every person has a right to start a family and have children. However, there is no dispute that the State – whether directly or through the Courts – shall not enforce an individual to have children against his will, even if he had promised his spouse to do so, and even if the spouse has relied thereon and perhaps even entered the marriage upon reliance and expectation of the same. And why is this not done? Not only because a mandatory injunction cannot force action (other than, perhaps, by way of contempt of court proceedings until the "recalcitrant" shall accede), but because of the in-principle and normative reason therefor, which is the law's refraining to call upon coercive measures for the purpose of fulfilling the heart's desires of one spouse, in contrary to the wishes of the other" (ibid, p. 683).

In my opinion, the aforementioned considerations are also relevant with respect to this exclusion, such that the contract – even if we accept the breach argument – may be viewed, in its current form and under the circumstances, as a non-enforceable contract (for a discussion of the considerations within the exclusion of justice, see Shalev & Adar, p. 231). Indeed, this brief discussion is far from exhausting the questions raised by this case; as aforesaid, I did not find that contract law indicates a weighty interest that calls for an outcome different to the one we reached. However, the tarrying in regulating the whole issue by legislation is evident.

Lateral Effects of the Case and a Call upon the Legislator

  1. The main concern arising from the case at bar is the damage to the stability of the sperm banks in Israel, through the issuance of a "carte blanche" for donors to withdraw their donation as well as through recipients of donations who, similarly to the Petitioner, asked the specific sperm bank to reserve additional donations for them, and shall realize that this option is not guaranteed. The stability of this institution is, as aforesaid, a public and human interest of the highest degree. The uncertainty in this area – a result of the unsteady normative arrangement – undermines, a priori, the public's possibility to rely on the receipt of a sperm donation. The solution therefor is in the hands of the legislator.
  2. For a review of the numerous problems arising from the lacking normative arrangement, see for example HCJ Salameh, p. 784; HCJ 998/96 Yarus Hakak v. the Director General of the Ministry of Health (February 11, 1997); Shifman, p. 85; Margalit "Towards the Determination of Consensual Legal Parentage", p. 885-889; Shamgar, p. 37-38; Corinaldi, p. 325-326. We are concerned with morally sensitive and complex issues, which should not remain in the sphere of uncertainty and partial regulation. We refer not only to the aforementioned lacking forms but also to additional aspects, such as determining fatherhood and the issue of anonymity, limitation of the number of sperm units from a single donor, the medical examinations for donors and recipients of donations and the way of management of the sperm banks (for background, see the comprehensive audit by the State Comptroller, Annual Report 57B for 2006, p. 417-447). It would not be farfetched to assume that had the issue been handled thoroughly, the unfortunate case at bar could have been prevented, or, in the very least, all concerned parties would have known their rights in advance, rather than in retrospect.
  3. In the meanwhile, and as a temporary measure, it is appropriate that the Respondents shall amend the consent forms of donors and recipients of donations in order to ensure that all concerned parties are aware of and understand their rights. So long as there is no legislation in this field, to regulate and define the donor's option to withdraw his consent, sperm banks must present recipients of donations with an accurate picture of the legal situation, in order to not promise what might not be fulfilled.

Comments before conclusion

  1. My colleague, Justice Barak Erez referred (paragraph 14) to the sensitive issue of organ donation and to the fact that organs are not deemed as negotiable merchandise, although it is currently acknowledged by the Organ Implantation law 5768-2008; in this matter, she mentioned also other bodily donations, but stressed that "the recognition of the possibility to donate blood, sperm or ova did not turn them into 'assets' for all intents and purposes". I shall note that in HCJ 5413/07 Jane Doe v. the State of Israel (2007) I had the opportunity to address the approach of the comparative law and the Hebrew law in the area of organ donation from the living (see paragraph 9). I consent with my Colleague's comment, and shall stress the special sensitivity in these issues which require – on the one hand – a broad human perspective, and on the other hand, taking one step at a time in making the arrangements.
  2. My colleague further justly referred (paragraph 19) to Directive 1.2202 of the Attorney General (of Heshvan 1, 5763-October 27, 2003) in the matter of "the obtaining of sperm post-mortem and the use thereof". I was the Attorney General at the time this directive was issued, and I remember the in-depth discussions involved therein, "from a broad moral-social perspective, which attributes significant weight to the concrete wishes of the individual in question (the deceased)…" (Section 4). It was further stated there, that "the Attorney General's position is based mostly on two central principles: one is respecting the deceased's wish which derives from the principle of the individual's autonomy and right to his body, and the second is the wish of his spouse…" (Section 9). In the matter at hand, however, I shall stress that the individual's autonomy of will played a major role in the decision therein, and was a leitmotif of the Directive. 
  3. Reading the opinion of my colleague, Justice Amit, I shall note that his comment (in paragraph 8) regarding Section 3(4) of the Contract (Remedies) Law is based on FH 21/80 Wertheimer v. Harrari, IsrSC 35(3) 252 (1981); but see Sahlev & Adar paragraph 6.60-6.62 on p. 229-231 and note 189 there, with respect to the legal outline. As for justice itself, we are considering the enforcement of the contract on which the donor is signed, and enforcement is requested with respect to him, which is the reason for the reference made to the section in this context; and as recalled, to my mind, the decision lies in another legal field, such that the question I addressed related to the legal tool in the civil realm for applying these principles.
  4. With respect to the relationship between the donor and the spouse in re Nachmani (paragraph 21 of my colleague, and paragraphs 40-42 of my opinion) as compared to the case at bar, indeed this is a "genetic" father who shall probably remain anonymous to his child, as obviously his child shall remain to him, rather than the "known" fatherhood discussed in re Nachmani. However, in my opinion the question, ultimately, is not whether the biological father shall come across the newborn, as could have been the case therein, but rather what goes through this father's mind, knowing that there is a child born of his sperm in the world, and such issue, as aforesaid, may permeate and deeply disturb his peace of mind, all in accordance to the individual in question and his feelings (as also noted by my colleague in paragraph 24).

Conclusion

  1. The Petitioner's desire and wish to bring into the world another child from the sperm donation of the Donor are understood, and are also hard not to sympathize with. However, we cannot legally enforce that wish under the circumstances herein. The Donor's right to autonomy prevails over the interests at the basis of the Petition. The Nachmani case did not recognize an in-principle right to have children with a specific person; it recognized that in the absence of any other possibility to bring a child into the world, and under exceptional circumstances (inter alia, after the consummation of an IVF) the right to be a parent might prevail over the right of another person to not be a parent and to autonomy. This is not the situation in the case at bar. The Petitioner's right to be a parent, and her ability to parent, are not dependent on the sperm donor; furthermore, the Petitioner has no "advanced" affinity to the sperm, other than the payment for the storage of the specific sperm donation, prior to the Donor's request to withdraw his donation. Under these circumstances, the Donor's right to autonomy prevails. However, the current case highlights – as aforesaid – the necessity to regulate this area by the legislator, and as a first step, on the governance level, to amend the consent forms and the Director General's circular. We do hope that the Petitioner shall be able to consummate her right to be a parent as she wishes later on in life; the distress that was surely caused to her is not little, and we are deeply sorry for this. Indeed, the decision to donate sperm – and I find this term suitable also in view of the symbolic amount of money received by donors for providing the sperm – must be taken seriously and after considerable deliberation. Donors must know that their informed consent to give sperm to another person is relied upon by other human beings who wish to plan their lives and bring children into the world. Therefore, this decision cannot be easily revoked, and the revocation cannot be guaranteed under all circumstances, and it depends on the stage of the procedure; i.e. in the absence of a full normative arrangement, it is contingent on the circumstances, pursuant to the considerations reviewed above.
  2. To conclude, we do not accept the Petition. Under the circumstances, there is no order for settlements.

Justice

Justice D. Barak-Erez

  1. "If only I had a son, a little boy, with dark curly hair, and bright", wrote the poet, Rachel. It is hard to resist the natural yearning for parentage. However, despite the sympathy it raises, the focus of the Petition before us is nevertheless different. The question is not whether the Petitioner will be able to consummate her desire to be a mother of children, but rather whether she is entitled, under the circumstances, to consummate her plan to be a mother of children who all share one genetic father, and therefore share the same dark (or golden) curly hair. 
  2. Being the question at hand, I consent with the outcome reached by my colleague, Justice E. Rubinstein – although not without regret. I share the main conclusions of my colleague's comprehensive judgment; however I would like to clarify my opinion with respect to some of the reasons underlying the same, considering the legal and human complexity of the Petition.

The Framework of Discussion – Private Law or Public Law

  1. A priori, the Petition before us was presented as based on contractual foundations. The Petitioner had her first daughter through the use of a sperm donation made by Respondent 3 (the "Donor"), which she received from the Sperm Bank of Rambam Medical Center, Respondent 2 (the "Sperm Bank"). After the birth of her daughter, the Petitioner made annual payments to the Sperm Bank to store for her additional sperm units donated by Respondent 3. Payment for the storage of the sperm units was arranged through a form of the Sperm Bank, titled, "Request for Storage of Sperm Units". The Donor, on his part, provided his sperm units to the Sperm Bank after having signed consent for their purpose of fertilizing women who apply to the Sperm Bank for that purpose, or for research purposes. In other words, the sperm donation was also regulated in a contractual form between the Donor and the Sperm Bank. The Petitioner therefore argues, that the contract law requires the acceptance of her Petition, as pacta sunt servanda. She argues that the contracts entered between the Donor and the Sperm Bank or between herself and the Sperm Bank contain no reservation regarding the regret of the sperm donor, and therefore the signed undertakings are valid and binding.
  2. The first question to be reviewed is then whether the contractual framework upon which the Petition is based is the correct or exhaustive, normative framework for the discussion of the rights of the parties. Like my colleague, Justice Rubinstein, I believe that the answer to this question is negative. Indeed, there are two contracts executed with the Sperm Bank in the background of the parties' arguments – the Donor's donation contract on the one hand, and the Petitioner's purchase contract on the other. However, the existence of these contracts is not independent of the set of values at the basis of the legal system. The foundational values of the system "permeate" as well into the realm of contract law and affect their basic perceptions, including their public policy (see: Aharon Barak "Protected Human Rights and the Private Law" Klinghoffer Book on Public Law 163 (Itzchak Zamir, Editor, 1993); Daphne Barak-Erez & Israel Gilad "Human Rights in Contract Law and Tort Law: the Quiet Revolution" Kiryat HaMishpat H 11 (2009)). A different, and possibly more worthy, way to present the issue is that the constitutional law is the basic foundation on which other fields of law are built, which are therefore also shaped by the values and principles of constitutional law.
  3. Hence, in my opinion, the correct path in examining the question before us should be based, first and foremost, on identifying the public rights and interests which are relevant to the case at bar. However, I will demonstrate below that in fact, the private law's perspective of this case does not yield a clear and unequivocal outcome as the Petitioner claimed. Moreover: insofar as we are concerned with principles from the sphere of private law, more than one legal framework may be perceived as relevant to the discussion of the case at bar – the law of property, contract law (including the distinction between a for-consideration contract and a gift contract) and more (for the possible effect of the legal sphere within which the issue is discussed, compare: Daphne Barak-Erez "Of Symmetry and Neutrality: Reflections on the Nachmani Case" 20 Iyunei Mishpat 197, 207-212 (1996) (hereinafter: "Barak-Erez, Symmetry)).

Public law: the right to be a parent, the right to dignity and the right to autonomy of will

  1. In the present case, several rights play side by side in the legal arena, which should be well defined and distinguished. The Petitioner comes before this Court on behalf of two rights which she claims – the right to be a parent and the right to autonomy of will (which was also consummated under the circumstances in her contract with the Sperm Bank). Indeed, the right to be a parent was already recognized in the ruling of this Court, including in the present context, which concerns the desire to consummate the right through fertilization technology, in the series of rulings known as the "Nachmani Affair" (see: CA 5587/93 Nachmani v. Nachmani, IsrSC 49(1) 485 (1995) (the "First Nachmani Case"); CFH 2401/95 Nachmani v. Nachmani, IsrSC 50(4) 661 (1996) (the "Second Nachmani Case"; as well as other cases (also see: HCJ 2458/01 New Family v. the Committee for the Approval of Embryo Carrying Agreements, the Ministry of Health, IsrSC 57(1) 419 (2002)). The same applies to the right to autonomy of will, which was defined in the case law as one of the expressions of the right to human dignity (see for example: CA 294/92 Chevra Kadisah Burial Society "Jerusalem Community" v. Kastenbaum, IsrSC 46(2) 464 (1992)). In fact, the Petitioner's arguments, by virtue of the two rights, merge at least in part. Indeed, she presented an argument seeking to be founded upon the right to be a parent, but in fact she is seeking protection of the right to be a parent in a specific way – through control of the identity of the genetic father of her children. Considering the fact that she may consummate her choice to become a mother also through other sperm donors, her request is actually in the periphery of the right to be a parent, rather than in the center thereof, and it is connected, to a large extent, to the desire to protect the Petitioner's autonomy of will in all aspects pertaining to the consummation of the right to be a parent.
  2. Against the Petitioner's right to autonomy in consummation of the right to be a parent, stands the Donor's negative right not to be a parent (in the format of anonymous biological parentage). This right to avoid parentage (and for the sake of accuracy, the genetic parentage of an additional child) is a right that is fundamentally tied to human dignity. Insofar as we are concerned with the right to be a parent, under the present circumstances the collision of rights can be described as the collision between a peripheral expression of the right to be a parent in its positive aspect (a demand to consummate it with respect to a specific genetic father) and the objection to be a parent, which is closer to the core of this right in its negative aspect (since it is a general objection to genetic parenting in the framework of sperm donation, and not just the genetic parenting with respect to a specific mother). The right to not become a genetic parent, which is derived from the negative aspect of the right to be a parent, is in some ways similar to other expressions of the right not to be a parent, but is also different from them – considering the lessened burdens entailed in merely genetic parenting, as distinct from parenting which creates further affinities between a father and a newborn, and imposes additional legal obligations. Hence, the balances pertaining to the scope of its protection shall also be different. See and compare: Glenn Cohen, The right not to be a Genetic Parent, 81 USC L. Rev. 1115 (2008) (in this article, wherein the author calls to recognize the right to avoid genetic parentage as a distinct right, he expresses his opinion that the waiver thereof is to be allowed, but only when the waiver is explicitly and clearly made). In any case, for the continuation of the discussion, the reference to the recognition of this right shall suffice. The balance between this right and the Petitioner's rights is yet to be reviewed.
  3. Part of the complexity which the case at bar arises derives from the fact that the parties herein raise arguments concerning different aspects of the very same right – the right to human dignity, within which the Israeli constitutional law has recognized both the right to autonomy and the right to be a parent on its various aspects (including the right to avoid parenting). This is not a "vertical" balance made within the limitation clause of the basic laws, but rather a "horizontal" balance between rights, and to a great extent, between different aspects of the very same right.
  4. In the past, this Court was required to face the question of balancing the right to be a parent and the right not to be a parent, in re Nachmani. After numerous disagreements, the majority opinion in the additional hearing supported the mother's right in that case to consummate her right to be a parent. In other words, in the balance between the right to be a parent and the right to non-parenting, the right to be a parent prevailed in that case. However, the circumstances of the case and the nature of the conflicting rights therein were different. In re Nachmani the Court was required to rule in the question of ova which were fertilized with the father's sperm, under circumstances in which the woman's chances to fertilize other ova of hers were extremely low, perhaps non-existing, i.e. deciding in favor of the woman was based on the protection of her right to any biological parenting – as distinct from protection of the manner of consummation of the right to be a biological parent, such as in the case at bar. The potential father's objection was raised at a time when the reliance of the woman on his consent was decisive and irreversible. The case at bar differs from re Nachmani in some important aspects. First of all, we are not concerned with the mere possibility of the Petitioner to become a mother. Second, we cannot indicate significant reliance such as in re Nachmani. The Petitioner paid to store additional sperm units of the Donor only after having given birth to her daughter. Indeed, as per her claim, which was not contradicted by the Ministry of Health, according to the policy of the Sperm Bank she only could have asked that sperm units are stored for her after the success of the first fertility treatment. This matter was not sufficiently clarified to us, but even if this is so, the Petitioner did not rely on the option to store the Donor's sperm units prior to the fertilization process. Moreover, if the Donor's position is accepted, the Petitioner shall not be required to undergo additional difficult physical treatments (such as the additional ova extraction). Essentially, the injury to the Petitioner is expressed in dashed, unfulfilled expectations. It is noteworthy that in protecting the rights of the female spouse in re Nachmani – by recognizing the existence of reliance – Israeli law (justifiably) went much further than the common practice of other systems. To compare, it is noted that in the matter of Evans v. United Kingdom, App. No. 6339/05 (2006), which addressed an issue similar to the Nachmani affair, the European Court recognized the right of a father to withdraw his consent to an IVF procedure even at a stage in which his sperm was already used for fertilization (similarly to the ruling in England in this matter – Evans v. Amicus Healthcare and others [2004] 3 All E.R. 1025. Anyway, as aforesaid, there is no doubt that the irreversible nature of the situation created in re Nachmani, as well as its affinity to the core of the right to be a parent, varies from the case at bar. It is important to emphasize that the point of "no return" in re Nachmani was the creation of the fertilized ovum, and therefore, in my opinion, there is no doubt (an addition which I make in reference to the opinion of my colleague, Justice Rubinstein in Paragraph 65 of his ruling) that had the fertilization of the Petitioner's ova by the Donor's sperm been completed in the case at bar, he could not have withdrawn his consent. In that state of affairs, accepting the Donor's position might have forced the Petitioner to repeat the painful procedure of ova extraction, and again go through the agonizing anticipation for the outcome of their fertilization (which is never guaranteed). This cannot be accepted.
  5. In fact, the comparison to re Nachmani is illuminating in one other aspect pertaining to the grounds at the basis of the Donor's objection to the continuation of the fertilization procedure. In the First Nachmani Case, Justice T. Strasberg-Cohen supported – at that time as part of the majority opinion, and later in a dissenting opinion in the additional hearing – the prioritizing of the right not to be a parent, also in consideration of the economic burdens entailed therein (ibid, p. 501). In contrast, in the case at bar, the argument on behalf of the right not to be a parent is not at all based on the fear of monetary obligations towards the anticipated newborn, but is rather made on behalf of emotion, pain and identity (compare: Barak-Erez, Symmetry, p. 201). From this perspective, it is easy to be convinced that the emotional injury to the Donor is significant – clearly he is not motivated by additional reasons of an economic nature. Indeed, in some way the hurt to the Donor is less acute than in the case wherein the question is whether use can be made of a sperm donation for the purpose of first-time fertilization (a case wherein avoiding use of the sperm shall absolutely prevent the situation of being a parent to a child whom the Donor shall not know and not raise). The injury entailed by genetic parentage of the Donor to a boy (or a girl, in this case) unknown to him has already been partly inflicted, as far as he is concerned. However, one cannot dismiss the damage caused to the Donor by increasing the hurt through genetic parentage of additional children, against his will and understanding.
  6. The distinction between the protection of the right to be a parent and the limited protection of the desire to consummate the right to be a parent in a specific way is also recognized in other contexts. Despite the in-principle recognition of the right to be a parent, parents cannot, under the usual circumstances, choose the sex of the fetus, although this can be done through using relatively simple technology and scientific tools. The right to be a parent, in this context, is the right to be a parent of a child, not a child whose sex was pre-chosen. The right to choose the sex of the fetus is regulated, for the time being, in the circular of the Director General of the Ministry of Health, and is only granted in very limited contexts (see: The Ministry of Health, Director General Circular" Selecting the sex of the fetus in IVF Procedures" (2004)), under circumstances of a genetic disease in the family, which is identified with one of the sexes. (see further: Ruth Zafran "the Scope of Legitimacy in Selecting the Genetic Characteristics of a Newborn by his Parents – Selecting the Newborn's Sex for Social Reasons as a Test Case" 6 Mishpat Ve'Asakim, 451 (2007)). Indeed, a distinction can be made between preference with respect to the newborn's sex for emotional and cultural reasons and preference such as the Petitioner's, to bring additional children into the world, to be full biological siblings to her daughter, a preference which may have rational reasons (such as in contexts in which a donation of organs is needed in the family). Therefore, the comparison between the situations is not complete. Moreover: apparently, the Petitioner's preference is also a known preference among those who are assisted by fertilization technologies in similar situations (see for example, the instance brought by Anne Reichman Schiff, Solomonic Decisions in Egg Donation: Unscrambling the Conundrum of Legal Maternity, 80, Iowa L. Rev. 265 (1995)). However, the said comparison indicates the fact that the protection of the right to be a parent does not mean protection for the full liberty with respect to the manner of its consummation. For that purpose, balances are required against other rights and interests, including the rights of the sperm donor, in the case at bar.
  7. One might add, that also with respect to other rights, there is a distinction between the broad protection for the core of the right, and the limited protection for specific choices regarding its consummation, the price entailed in which it is to be balanced against other rights or other social interests. For example, the Israeli law recognized the right to education as a basic right. This right includes the rights of the parents to be senior partners in the formulation of their child's education. However, this right does not mean the right to always determine to which school their child shall attend and what would be the curriculum in that school (compare: Yoram Rabin, the Right to Education (2002)).

The law of property and the bounds of commodification

  1. A first connecting point between the realm of human rights and that of the private law, in which the Petitioner claims her rights are grounded, is expressed in the assumption that the Petitioner has acquired full ownership of the Donor's sperm. This assumption is based on the perspective that "everything is negotiable", and raises a discussion regarding the boundaries of commodification. The question is whether body organs, or other intimate aspects of the human behavior, are indeed commodities for all intents and purposes. Is sperm donation really a tradable commodity, no different to a chair or a table, which were sold for a fair price? The answer to this question is not at all obvious. Not everything is for sale. As technology develops, new questions arise with respect to the scope of tradable commodities and the level of willingness to deem anything which can be technically transferred as a commodity (see, in general, Rethinking Commodification (edited by Martha M. Ertman & Joan C. Williams, 2005; Lori Andrews & Dorothy Nelkin), Body Bazaar – The Market for Human Tissue (2001); Michael Sandel, Justice – What is the Right Thing to Do? 88-112 (2012)).
  2. At this time in Israel, human organs are not a regular, tradable commodity (for different opinions on this issue, see and compare: Joshua Weisman "Organs as Assets" 16 Mishpatim, 500 (1986); Gad Tedeschy "The Ownership of Organs Taken from a Living Person" 38 HaPraklit, 281 (1991)). Indeed, for pragmatic reasons, the possibility to donate body organs has been recognized, when the donation does not harm the donor's health (see: HCJ 5785/03 Gidban v. the State of Israel, the Ministry of Health, IsrSC 58(1) 29 (2003)). Today, this possibility is anchored in the Organ Implantation Law 5768-2008 (the "Organ Implantation Law") (see mostly Sections 13-17 of the Law). In addition, the transfer of tissues and cells which are perceived as renewable or non-vital is possible in the format of a donation or a quasi-donation (to which the Organ Implantation Law does not apply – the definition of "organ" in Section 1 of the Law excludes "Blood, bone marrow, ovum and sperm"). Blood donation is considered as not only possible, but also desired, and the Law recognizes the possibility to receive with respect thereto an "insurance" for the receipt of blood donation to the person, his spouse and children under the age of 18 (according to the blood insurance regulations of MADA). Over the years, in recognition of the renowned importance of the consummation of the right to be a parent, certain physiological aspects of the fertilization process also became transferrable, in a format which is defined as a donation, but in fact entails certain consideration, which is defined as compensation for effort and inconvenience, as opposed to payment of an actual price. The field of sperm donation has been regulated for quite some time now (pursuant to the People's Health Regulations (Sperm Bank) 5739-1979 (the "Sperm Bank Regulations")). Later on, the issues of surrogacy procedure were also regulated (pursuant to the Embryo Carrying Agreements Law (Approval of Agreement and Status of the Newborn) 5756-1996 (the "Surrogacy Law")), as was the issue of ova donation (pursuant to the Ova Donation Law 5770-2010 (the "Ova Donation Law")). It is important to note that in all of these instances, the laws or regulations did not recognize sperm, a uterus or ova to be an "ordinary" commodity on the market. On the contrary; despite the fact that in all of these cases payment is made to those defined as "donors", such payment is limited in scope, supervised and defined as compensation for effort and inconvenience, as distinguished from consideration for the body parts or the use thereof (see: Section 6 of the Surrogacy Law and Section 43(a) of the Ova Donation Law, similar to Section 22 of the Organ Implantation Law). The issue is not specifically regulated in the regulations pertaining to sperm donation, since this is not an overall arrangement within primary legislation. The decisions to open the door for such limited transference of body organs were no simple decisions. On the one hand, it is a necessity that should not be condemned, or at least is understandable, but on the other hand, they threaten to turn people into commodities or a container for potential commodities, which literally has a price. The disputes in this question continue. The recognition of the possibility to donate blood, sperm or ova did not turn them into "assets" for all intents and purposes.
  3. The decision regarding the transferability or partial tradability of body organs, or renewable body organs as in the present case, does not need to be all embracing. As we realized, the arrangement applicable to sperm donations recognizes the possibility to transfer sperm for the use of the Sperm Bank, against some consideration, which is not a full market "price". However, this does not mean that the sperm thus turns into an ordinary tradable commodity. The limited commodification is embodied in strict regulation of the price and limitations on the transfer of sperm to third parties (which is only allowed for the purpose of fertilization or research). We face the question of whether the limited tradability of sperm cells should also be asserted through a withdrawal right, to be enfolded in the consent to donate sperm, and which allows the donor to withdraw his consent prior to the fertilization process. I believe that the answer to this question, in instances such as the case before us, in which the Petitioner did not change her position to the worse, is positive.
  4. The necessity to recognize the limitations that should be imposed on viewing body organs as tradable and transferrable property may be demonstrated through examples that go beyond the facts of the current case. Would we perceive a situation whereby the "neutral" attitude towards the proprietary and business nature of purchasing the rights to the sperm cells would lead us to recognize the possibility to cast an attachment thereon? Would a person who donates his body to science be prohibited from reversing this decision, even though he signed an undertaking of a decisive nature in this matter?
  5. This attitude is also reflected in the Ova Donation Law. Pursuant to Section 44(a) of that Law, "a donor… may withdraw her given consent… at any time prior to the performance of the procedure for which she agreed to designate the ova which were extracted from her body, and with respect to a consent to designate ova for implantation – at any time prior to the fertilization of the ova, and she will be under no civil or criminal liability for the withdrawal of her consent as aforesaid". The explanatory notes to the bill of the Ova Donation Law, 5767-2007, are illustrative of the issue we are concerned with: "the consent of a woman to donate ova from her body in accordance with the provisions of the proposed law, involves significant results – giving birth to a child who is the biological child of that woman, while she waives any parentage affinity towards him. Therefore, such a donor should be allowed to withdraw her consent with respect to the procedures performed in the ova extracted from her body, at any time prior to the performance of the procedure to which she has agreed to designate such ova, and with respect to consent to designate ova for implantation – at any time prior to the fertilization of the ovum" (explanatory notes to Section 42 of the bill).
  6. Indeed, Israeli law does not specifically regulate the issue of withdrawal of consent in all aspects pertaining to sperm donations, since the issue is not yet established in primary legislation. However, it would be reasonable to conclude that the statutory arrangement applicable to ova donation reflects the perception of the Israeli legislator regarding the limitation, which would be appropriate to apply to the use of reproduction substances that are provided by way of donation. It is possible and appropriate to apply here the principle whereby acts of legislation that regulate similar issues should be interpreted such that they are consistent with one another, in a manner that promotes the values of the system.
  7. The reluctance to apply a full property regime to sperm cells is also expressed in the regulation of the use of sperm cells of a deceased person. The use of sperm cells under such circumstances is decided in consideration of the wishes of the person from whom it was taken, and not on the grounds of proprietary principles. In Israeli law, the position that guides the regulating of this issue, as formulated by the Attorney General, is that the use of sperm cells of a deceased person is based on the assumption of his estimated wishes. See: "The Retrieval and Use of Sperm After Death " the Attorney General Guidelines no. 1.2202 (5763). A similar approach is also expressed in the rulings of the courts of other legal systems. In the precedential judgment, wherein a dispute took place over the rights to sperm of a deceased person, between a sperm bank and his widow – Parpalaix v. Cecos (1984), the court in France rejected the position of the sperm bank which claimed a proprietary right, and favored the widow, who presented indications to the deceased's wishes that she will be fertilized by his sperm (further see: E. Donald Shapiro & Benedene Sonnenblick, The widow and the Sperm: The Law of Post-Mortem Insemination, 1 J.L. Health 229 (1986-1987); Gail A. Katz, Parpalaix c. Cecos: Protecting Intent in Reproducting Technology, 11 Harv. J. L. & Tech. 683 (1998)). Likewise, in Hecht v. Kane, 16 Cal. App. 4th 836 (1993), in which the parties to the dispute were the spouse of a person who had committed suicide, and his adult children. The California Court rejected the attitude that considers the frozen sperm units, which the deceased left behind, as property for all intents and purposes, belonging in his estate. This ruling stated that the question of using the sperm units should be answered after further investigation regarding the deceased's wishes. The ruling further clarified that insofar as his spouse shall be granted rights to these sperm units, she will be able to use them only in an attempt to conceive thereby, and not for any other purpose. This reservation once again brought into focus the limitation of treating sperm units as "ordinary" property (further see: Bonnie Steinbock, Sperm as Property, 6 Stan. L. & Pol'y Rev. 57 (1995); Ernest Waintraub, Are Sperm Cells a Form of Property? A Biological Inquiry into the Legal Status of the Sperm Cell, 11 Quinnipiac Health L. J. 1 (2007).

Contract law: Contract Interpretation and Waiver of Right 

  1. From the law of property to contract law. Insofar as we are in the realm of contract law, the first question is the scope of liability of the sperm donor, pursuant to the language of the undertaking form that he has signed. And to be more concrete: does the language confer upon him a right to change his mind, or alternatively – deny him the right to reverse?
  2. The letter of consent, which a sperm donor is required to sign, appears in Annex C to the Circular of the Director General of the Ministry of Health "Rules regarding the management of a Sperm Bank and Instructions for the Performance of Artificial Insemination" (2007). This letter of consent includes the following language of undertaking: "I agree to donate from my sperm for the use thereof for artificial insemination of women or for research purposes, as per the considerations of the Sperm Bank". This language does not include explicit reference to the sperm donor being granted a right to change his mind. Yet, nor does it explicitly deny such a right. In other words, the (current) letter of consent signed by sperm donors is silent in this matter. An interpretive question therefore arises: how should this silence be interpreted? Considering the fact that the sperm donation pertains to the personality of the donor and his dignity, it is appropriate that the waiver of the right to reverse be regulated, at least, by an explicit reference to the issue in the letter of consent. A separate question is whether it is appropriate to allow an individual to irrevocably waive the right to withdraw the donation under circumstances in which no irrevocable reliance has been created by a fertilization procedure that has already begun. However, it may be stated that, in the least, the arrangement that denies the right to reverse in cases such as the one before us (prior to the use of the donor's sperm for the purpose of fertilization) should be explicit and clear (as also noted by Cohen in his aforesaid article). This is emphasized even more if we take into account the view of the sperm donation as a "donation" or "gift", in contrast to a "sale", as shall be specified below.
  3. In order to complete the picture, it is important to reiterate that the Petitioner signed the documents pertaining to the storage of sperm units only after having given birth to her first child. These documents too, make no explicit reference to the question of the donor's withdrawal, and they further state that the Sperm Bank shall not be liable for the "loss, damage or other use of such sperm units".
  4. It is noteworthy that such issues, which are so sensitive and so essential for the parties involved, as well as for the public interest in its broad sense, should be explicitly regulated, rather than requiring, in retrospect, the interpretation of experts – not only for legal considerations but first and foremost for reasons of fairness. Undoubtedly, one of the important lessons to be learned from this case is the preparation of suitable forms for the signature of sperm donors and women who wish to conceive by sperm donation, to be also accompanied by detailed and clear explanatory sheets.

Contract law: a for-consideration contract or a gift

  1. Insofar as the case is also reviewed from the contractual perspective, it is appropriate to further inquire whether the consent to sperm donation is a regular consent, or one which is rooted in the Gift Law (pursuant to the Gift Law 5728-1968 (the "Gift Law")), or should at least be discussed while concluding from this law (see and compare: Mordechai A. Rabello, The Gift Law, 5728-1968 212 (Second Edition, 1996)). A major difference between the law which applies to a regular contract and that which applies to a gift contract (whether totally unilateral or accompanied by a condition is an obligation) is the recognition of the right of reversal which is granted under certain conditions to the giver of the gift, out of recognition that he is performing an act of benevolence, an act which benefits the other. Section 5(b) of the Gift Law 5728-1968 (the "Gift Law") stipulates, "so long as the receiver of the gift did not change his situation in reliance of the commitment, the giving party may withdraw it, unless he had waived this permission in writing". Section 5(c) recognizes the possibility of withdrawal of a gift also due to "considerable deterioration in the financial condition of the giving party". These provisions do not necessarily apply to the case at bar, since one may assume that the gift in this case was concluded in an act of conferral (Section 2 of the Gift Law). Furthermore, the sperm donation still involves payment, although not large. However, if only by way of syllogism, these arrangements indicate that the legislator chose to be compassionate and measured towards those who a priori expressed these virtues through their own altruistic act. In this context, it is particularly worthy to emphasize the following two: first of all, Section 5(b) stipulates that the prevention of withdrawal from the person who obligates himself to the gift requires "a written waiver of this permission". In other words, the wavier of the giver of the gift of the right to withdraw his obligation requires specific and formal arrangement. Secondly, Section 5(c) of the Gift Law refers to a change in the economic situation of the giving party since it concerns the typical case that the Law addresses – a gift of economic value. Insofar as a sperm donation is concerned, by way of syllogism, a change in the personal situation may be relevant, for the same reasons.
  2. Indeed, sperm donors often do not attribute much importance to the personal aspect entailed in the donation. However, in those cases in which the sperm donor later feels sadness and remorse regarding his willingness to take part in this process, should society treat him with the same legal rigidity which should apply to a merchant who canceled a merchandise transaction? I think not. This is required by the virtue of humanness. In my opinion, in the present case, it is of no particular importance that the donor had a "change of heart" following repentance ("Tshuva"). The main issue is that he feels true remorse regarding the sperm donation, whether the reasons therefor are religious, moral or emotional (for a distinction between the right to freedom of religion and protection of religious feelings, see and compare: Danny Statman & Gideon Sapir "The Freedom of Religion, Freedom from Religion and Protection of Religious Feelings" 21 Mechkarei Mishapt 5, (2004)). I wish to further note, in this context (in reference to section 61 of my colleague's ruling), that I do not believe that the review of the Halakhic sources which he refers to eventually affect the conclusion we reached in this case. It seems that my colleague, Justice Rubinstein, does not believe so either. On the contrary, as my colleague noted, some adjudicators take a stance that detaches the parentage affinity between the sperm donor and the newborn, and consider the sperm of the donor to be "abandoned" (see: Michael Corinaldi "The Legal Status of a Newborn Conceived by Artificial Fertilization" 4 Kiryat Ha'Mishpat 361, (2004)). Also amongst the stringent adjudicators, who recognize the affinity of the newborn to the sperm donor, some limit this stringency to certain issues only (prohibition of incest) and not to others (such as child support and inheritance) (see: Yossi Green "Is There a Solution to the Problem of Bastardry through Medical Technologies in the field of Fertilization?" 7 Moznei Mishpat 411, 422-425 (2010)). Under these circumstances, in my opinion, no weight is to be attributed to the fact that other, more stringent, approaches can also be taken, of which the Donor himself did not claim.

Contract law, contractual adversary and normative duality

  1. Insofar as the Petitioner's argument is seeking foundation in contract law, it is important to pay attention as well to the lack of contractual adversary between her and the sperm donor. Insofar as the Petitioner has a contractual right, such right derives from an agreement she had with the Sperm Bank (which on its part obtained the sperm donation within a separate contractual arrangement with the Donor). The payment made by the Petitioner was also transferred by her to the Sperm Bank, unrelated to the earlier payment made by the Sperm Bank to the Donor. Hence, the correct perspective for the review of the scope of her contractual rights should focus on the contract she has with the Sperm Bank. This contract is not only subject to the regime of contract law, but is also under the yoke of public law – being a contract made with a public body, in this case a governmental hospital. It is further subject to public law, alongside contract law, according to the concept that is called "normative duality" (see, for example, Daphne Barak-Erez, Citizen Subject -  Consumer,  Law and Government in a Changing State 234-238 (2012)). The governmental hospital is also expected to act in the framework of this contract out of commitment to the principles of public law that it is bound to. In this context, it must also examine whether the case calls for the application of the rule of rescission, which enables an administrative authority to be released from a contract it entered for the purpose of protecting an important public interest (see: Daphne Barak-Erez, "The Rescission of a Government Contract: A Test Case of Normative Duality" 11 Ha'Mishpat, 111 (2007)). The public interest in this case also includes the protection of the rights of sperm donors, as shall be specified below.
  2. As a rule, we must additionally review the question before us from the perspective of the duties of the governmental hospital towards the sperm donor. The governmental hospital is to also take into consideration the donor's rights. In fact, the question is not if the governmental hospital should be considerate towards the donor, but rather what should the scope of such consideration be. To illustrate, a simpler case than the one before us can be imagined – that of a donor who regrets his donation after its delivery had been completed and before a specific woman had asked to make use of his sperm for the purpose of fertilization. Under these circumstances, would a stringent attitude of the sperm bank, whereby once the sperm donation is completed there is no longer room for regret, be accepted as reasonable? I think the negative answer to this question is obvious. On the other hand, the answer to the opposite extreme case is also clear, when use has already been made of the sperm for the purpose of fertilizing ova, such as in re Nachmani, and therefore reversal is no longer a possibility. The case at bar is an interim case. For the reasons explained thus far, I believe that here too, the "point of no return" is yet unformulated.

Comparative law and the limitations thereof

  1. A new and complex question such as the one before us, ostensibly directs us to the almost infinite reserves of comparative law, as a source for inspiration and learning. In fact, this is a blessing, which in the present circumstances is of limited benefit. The answer to the question is necessarily founded on ethical and ideological views, which are often culture and geography dependent. Indeed, a sample review of other systems – wherein the discussion is often still unconcluded – indicates that there is no agreed answer to the question. Moreover, the answer provided for the question depends on resolving other questions, such as the question whether the identity of the sperm donors may be disclosed to the children born from their sperm upon their maturity. For example, in England, sperm donors are allowed to withdraw their donation (see: Human Fertilization and Embryology Act 1990, Schedule 3, Section 4(2). Further see: Peter D. Sozou & Others, Withdrawal of Consent by Sperm Donors, 339 British Medical Journal 975 (2009)). The English attitude regarding this issue is part of a broader perception which also recognizes the possibility of withdrawal of a donation when an ovum had already been fertilized by the donor's sperm, as ruled in re Evans, mentioned above, which expresses an opinion different than that of Israeli law, as formulated in re Nachmani (further see: Heather Draper, Gametes, consent and points of no return 10(2) Human Fertility 105 (2007)). Recognizing the option granted to sperm donors to withdraw their donation is expressed in Australian legislation (wherein the issue is not regulated on a federal level, but rather by state legislation only. See: Human Reproductive Technology Act 1991, Section 22 with respect to Western Australia, and Assisted Reproductive Treatment Act 2008, Section 20 with respect to Victoria). Canada offers another approach. The regulations which regulate the issue there – Assisted Human Reproduction (Section 8 Consent) Regulations, 2007, issued under the Assisted Human Reproduction Act, 2004 – distinguish between a situation in which sperm or ovum are provided for the purpose of fertilization within a relationship with the provider of sperm or ovum, and sperm or ovum donation for a third party. While in the first situation consent may be withdrawn at any time so long as no use was made of the sperm or ovum, this cannot be done in the latter situation, if notice had been given by the third party that the donated substance was designated for him (in fact, as in the case of the Petitioner). This arrangement is considered to set the "point of no return" much earlier, and was criticized on these grounds. See: The Standing Senate Committee on Social Affairs, Science and Technology, Ninth Report (14 February 2007), at p. 2. And further see: Porsha L. Cills, Does Donating Sperm Give the Right to Withdraw Consent? The Implications of In Vitro Fertilization in the United Kingdom and Canada, 28 Penn. Int'l L. Rev. 111 (2009). A relatively unconventional approach may be found in Spanish Law (Law 14/2006 dated May 26, 2006 on Fertility Assisting Technologies – Técnicas de reproducción humana asistida). Section 5 of this Law allows the sperm donor to withdraw consent, but limits this right to circumstances under which he needs the sperm cells for his own needs, and stipulates that under such circumstances the donor shall be required to compensate the relevant sperm bank. The Bill that was drafted by the American Law Institute regarding this issue – Model Act Governing Assisted Reproductive Technology – includes a detailed arrangement with respect to the manner of granting consent to IVF procedures, by all parties involved therein, including the donor. According to Section 201 of this bill, the information regarding the consent and its boundaries should also be provided orally as well as in writing, while explicitly addressing the question of the right to withdraw the donation, and the time at which it expires. The section further stipulates that the right of withdrawal is effective only so long as the sperm cells were not transferred, but this rule is intimately connected to the overall regulation of the issue of informed consent and the information provided prior to its granting.

Expectations, heart's-desires, protected expectations and rights

  1. The Petitioner's heart-desire to be a mother of children who all share the same genetic father is therefore not fulfilled. Her expectations are frustrated. However, from the legal aspect, such expectations do not enjoy full legal protection. Essentially, the Petitioner did not rely on the possibility to receive additional sperm donations from the same donor prior to giving birth to her firstborn. She paid in order to secure the use of the donor's additional sperm units only after successfully conceiving from the donor's sperm. As transpires from the above discussion, it is possible that even the reliance of a woman on the purchase of several sperm units by the same donor would not suffice to prevail over the donor's right not to be a parent, under circumstances in which no further injury is caused to the woman. Nevertheless, in the case at bar, we cannot indicate reliance of the petitioner on the possibility to secure the use of several sperm units of the same donor prior to the original fertilization from which she had her daughter, as distinct from interrupting her expectations further down the road.
  2. An additional perspective to review the case pertains to the comparison between the Petitioner's expectations to consummate parentage of several children with one genetic father, and the ability to protect this kind of expectation in the ordinary course of life. Indeed, in most cases, partners who choose to make a home and bring children into the world hope and plan that, insofar as they wish to have several children, their lives will enable them to jointly parent children who are full biological siblings to each other. This expectation may materialize, and indeed it often does. However, this is not always the case. Partners may separate, for example. In such cases, even if one of them did have an expectation to consummate joint parenting of several children with the partner from whom they separated – such expectation is not a protected one. Indeed, there is additional hardship in the situation of the Petitioner, who has no direct connection to the person from whose sperm she conceived. She cannot persuade him and directly appeal to his feelings, as distinct from the case of a "regular" separation. Truly, the Petitioner differs from a woman who conceived by a partner with whom she has an ongoing relationship which naturally experiences ups and downs, and in which it is obvious that family planning is the responsibility of both partners, and not just one of them. The comparison is therefore incomplete. However, it highlights the fact that the law does not protect, under regular circumstances, the expectation to give birth to full biological siblings. My conclusion in this context is similar to the conclusion reached by my colleague Justice Rubinstein (Section 35 of his ruling). In a broader perspective, the absence of legal protection of a family model which is close to that of a traditional family, a family which includes several biological siblings, integrates into the growing recognition that our society includes different types of families, whose members can and should experience happiness in their lives (further see: Sylvia Fogel Bijawi "Families in Israel – between the Familial and Post-Modernism" Gender, sex, Politics (Dafna Azrieli and Others, Editors, 1999)).
  3. In view of the considerations presented in the discussion thus far, it is also doubtful whether the Petitioner's expectations are worthy of full protection. Such full protection would cause a disproportionate harm towards the sperm donor. In addition, broader policy considerations might add to the aforesaid, pertaining to over-deterrence of potential sperm donors in the future (and particularly in consideration of the fact that already now there is chronic shortage of sperm donors. See: Background Document regarding Sperm Donation in Israel 2 (the Knesset's Research and Information Center, March 1, 2005)). It can further be assumed that these considerations shall also be reviewed when additional questions regarding the rights of sperm donors are raised in the future, e.g. with respect to the expectations of children who are born from sperm donation to seek out the identity of the biological father (see and compare: Ruth Zafran "Secrets and Lies – The Right of an Offspring to Seek Out their Biological Fathers, 35 Mishpatim 519 (2005)). To emphasize: the Petitioner in this case is not paying the price of protecting these future donors, insofar as they shall seek such protection. The required outcome in the case at bar is also the desired outcome in other instances, and not vice versa.

Technology, Science and Law

  1. The case at bar is yet another example of the new challenges presented by scientific and technological progress. From a medical aspect, a woman who seeks conception may select the preferred sperm donor after having reviewed his specifications as well as the availability of a sperm unit "inventory" provided by him. The availability of such possibilities to her join many other situations in which technology creates new opportunities – freezing ova or storing sperm (for future use thereof), early detection of embryo genetic diseases, and more. These situations repeatedly raise the question of whether the availability of a certain mode of action, as a matter of science and technology, necessarily entails the existence of a right to use it, and that the exercise of such right is not to be limited. In the present case, since there is a technical possibility to use the additional sperm units of the Donor, the assumption lying at the foundations of the Petition was that it would be possible to actually use them, without limitation. Indeed, the technology opens up new horizons, allowing us additional choices. However, the fact that certain scientific and technological possibilities allow us to take certain steps does not, in itself, confer the right to do so. Surely this must be considered when against the possibility to use the technology stands, not only a vague concern of potential implications for society, but a concrete sperm donor whose rights are expected to be injured.

 

 

Legislation and preliminary arrangements

  1. The situation revealed to us with respect to the regulation of sperm donations is far from satisfactory. Such an essential issue, with implications on the consummation of the right to be a parent, as well as on family law in general, is lacking proper legislative regulation. The operation of a sperm bank is only loosely regulated by legislation, and even this is only by secondary legislation – the Sperm Bank Regulations. These regulations limited the management of a sperm bank to recognition by the Director General of the Ministry of Health, and further stipulated that the artificial insemination from a donor shall only be performed in a hospital which has a sperm bank and by sperm which was obtained from this bank. More detailed arrangements only exist in the form of a circular of the Director General of the Ministry of Health, as explained earlier, and this, too, lacks reference to fundamental issues, such as the one before us. The current situation therefore has two flaws: first of all, the current regulation does not address essential and important questions; second, in any event, the regulation is not by primary legislation which contains preliminary arrangements, as required by the Court's ruling (see: HCJ 3267/97 Rubinstein v. The Minister of Defense, IsrSC 52(5) 481 (1998); HCJ 11163/03 Supreme Monitoring Committee for Arab Affairs in Israel v. the Prime Minister of Israel, IsrSC 61(1) 1 (2006)). This state of affairs is improper, as a matter of principle, and further contributes to situations in which expectations are created in the hearts of the involved parties, in the absence of clear regulation. This is stated a fortiori, since the issue of sperm donations is not regulated by primary legislation at all, as distinguished from situations where primary legislation exists, but it is not sufficiently detailed (for various approaches regarding the scope and status of the duty to stipulate preliminary legislative arrangements, see: Gideon Sapir "Preliminary Arrangements", 32 Iyunei Mishapt 5 (2010); Yoav Dotan "Preliminary Arrangements and the New Principle of Legality" 42 Mishpatim 379 (2012); Barak Medinah "The Constitutional Rule regarding the Duty to Stipulate 'Preliminary Arrangements' by Law – Response to Yoav Dotan and Gideon Sapir" 42 Mishpatim 449 (2012)). A law addressing the issue, had one been enacted, could have clarified what is the "point of no return" in a sperm donation process, in terms of the donor's ability to withdraw his consent, and further stipulate rules in other matters of general public importance, such as the scope of use of sperm units donated by a single donor (through determining a clear boundary in this area). A law regulating the issue may also set forth arrangements pertaining to the scope of information which the sperm donor is entitled to receive (e.g., could he know whether children were born from his sperm). For example, under the current circumstances, a clear rule which would have "blocked" such information could possibly make it somewhat easier for the donor, since the implementation thereof would have spared him the positive knowledge that his sperm was practically used for a successful fertilization (although such a rule would not necessarily guarantee that future donors will not seek to withdraw their donation).

 

 

Of the law and beyond

  1. Be that as it may, one can sympathize with the Petitioner, even though the law is not on her side. Although the Donor's refusal regarding use of his sperm for additional fertilization is founded on emotional grounds, which can be respected, the Petitioner's struggle and pain might lead him to further deliberation, after the legal proceeding is concluded. He is under no legal obligation to do so. He can most certainly consider it ex gratia.

Justice

Justice I. Amit

  1. I concur with the outcome reached by my two colleagues, and like them, I too face the outcome we reached with a heavy heart.

Since my colleagues elaborated in their thorough analysis of the field, I shall limit myself to the odds and ends that they have left behind, and try to shed light on other aspects of the issue that are presented to this Court for the first time.

The Petitioner and the Donor in the prism of civil law

  1. The outcome of the Petition is derived from the legal tools that we shall choose for analyzing the issue at hand. My opinion is that had we chosen the "realm" of civil law only, it seems that the Petitioner would have prevailed.
  2. Two contractual systems apply to the "asset" under our discussion. The one – between the Donor and the Sperm Bank, and the other – between the Petitioner and the Sperm Bank, and there is no contractual adversary between the Donor and the Petitioner.

"Sale" is defined in Section 1 of the Sale Law 5728-1968 (the "Sale Law") as "the transfer of an asset in consideration for a price". In the relationships between the Donor and the Sperm Bank, the Donor may be deemed as having sold his sperm for a consideration – not symbolic but also not particularly high – and the ownership of the sperm transferred to the Sperm Bank, under Section 33 of the Sale Law, which stipulates that in the absence of another understanding, the ownership of the object of sale is transferred by delivery. My colleague, Justice Rubinstein, believes that sperm donation should not be deemed as a sale, since it is impossible to transfer proprietary ownership in the Donor's genetic code in order, for example, to "duplicate" him genetically (Section 63 of his ruling). My colleague, Justice Barak-Erez, indicated the ruling of the California court, which ruled that the deceased's spouse is entitled to receive his sperm units in order to try and conceive thereby, and not for any other purpose, as an additional example which illustrates that we are not concerned with regular property (Section 19 of her ruling).

However, these examples do not preclude the classification of the donation as a sale transaction, and the proprietary nature of the deal, since there is no prevention that a sale contract shall be executed for a specific purpose, while limiting the buyer with regards to the use of the object of sale, without this derogating from the validity of the transaction as a sale transaction, which transfers the ownership of the object of sale. In the case at bar, the form signed by the Donor explicitly states that the donation is made for the purpose of fertilization, or for research purposes. The contractual limitation with respect to the non-use of the Donor's genetic constitution for purposes other than fertility or research, does not, in itself, derogate from the validity of the sale contract and the effect of the proprietary transfer made thereunder.

  1. My colleague believes that due to the nature of the object of sale, it should be assumed that the Donor did not intend for the contract to be indefinite, and since no expiry date has been determined therein, a built-in contractual withdrawal option exists, which requires the Donor's ongoing consent throughout the process. However, if we consider the sperm donation to be a sale transaction, this is not an indefinite contract, but rather a one-time agreement, exhausted upon the transfer of sperm to the Sperm Bank against the payment received by the Respondent, and therefore the Respondent cannot retract the contract. As far as I know, also according to the common practice at governmental and private sperm banks, the Donor's consent is not required in each and every instance in which any use is made of the sperm donated by him.

My colleague believes that an interpretive question arises regarding the way to interpret the silence of the letter of consent on which the sperm donor is signed with respect to the right to withdraw his consent. However, this question already includes the assumption that regular contract law should not be applied in our case. Indeed, a regular sale contract does not include a "withdrawal clause", and the withdrawal of consent is deemed by contract law as a breach of contract, which entitles the injured party to the remedies set forth in the contract or by law.

  1. Even if we view the Donor not as one who has sold his sperm but rather as one who gave it as a gift – by reason of the use of the word "sperm donation" and the consideration, which totals several hundred Shekels only – this shall not suffice to change the outcome of the transfer of ownership of the sperm. The term "movable property" is defined in Section 1 of the Movable Property Law, 5731-1971 (the "Movable Property Law" as "tangible assets, other than land" and the Law also applies to rights, mutatis mutandis (Section 13(a) of the Movable Property Law). Hence, the Donor can be deemed as one who gave "movable property" as a gift, which was completed upon delivery of the sperm to the Sperm Bank. The ownership of a movable gift transfers immediately upon delivery, according to Section 2 of the Gift Law, 5728-1968 (the "Gift Law"), which stipulates that "a gift is completed upon the transfer of the object of gift by the giving party to the recipient, while both agree that the object was given as a gift". The aforesaid, together with Section 6 of the Gift Law, which stipulates that in the absence of specific provisions of the law, the "ownership in the object of gift transfers to the recipient upon delivery of the object to his hand, or by the delivery of a document which entitles him to receive, and if the object is in the possession of the recipient – upon the delivery of notice by the giving party to the recipient regarding the gift". Since we are concerned with a concluded gift, Section 5 of the Gift Law, pertaining to an undertaking to give a gift and the possibility of the giving party to withdraw the gift under certain circumstances, does not apply.
  2. The aforesaid notwithstanding, I am willing to assume that had the Petitioner not been in the picture at all, then in the event that the Donor would have asked to retract the sale/gift transaction for reasonable arguments, there would be room to accept his demand, and had the Sperm Bank refused to do so, we would probably deem its position as insistence upon a right in bad faith, considering the special nature of the object of sale/gift. However, the state of affairs changes upon the introduction of a third party, which modifies the set of considerations. There are many examples therefor in legislation and case law, such as the provision of Section 15(b) of the Agency Law 5725-1965, which stipulates that if the third party did not know of the termination of agency, it is entitled to consider it as ongoing. This provision was elaborately discussed in the rulings in CA 4092/90 Mitelberg v. Niger, IsrSC 48(2) 529 (1994), and CFH 1522/94 Niger v. Mitelberg, IsrSC 49(5) 231 (1996), and see the opinion of Justice Cheshin in the appeal (p. 553):

"We do know, that Shmuel did not change his situation, that no third party came to the house, and the dispute remained inter partes – between the same parties and with no intervention of a third party. …to reiterate: had the interest of a third party been introduced into the system, we may have ruled otherwise. However, this did not happen, and therefore we ruled as we did".

  1. On the level of the relationships between the Petitioner and the Sperm Bank, the Petitioner may be viewed as having acquired the Donor's sperm units. Indeed the sperm was not transferred to her physical possession, as sperm units are only stored at the sperm bank, through a special freezing method (in liquid nitrogen, at a temperature of minus 196 degrees), however the Sperm Bank agreed to store the Respondent's sperm for the Petitioner, as indicated by the form which title is "Request for Storage of Sperm Units". This fortifies the Petitioner's status as owner of the sperm, in view of the definition of storage in Section 1 of the Guarantee Law 5727-1967, as "lawful possession, which is not by virtue of ownership" – the lawful possession is by the Bank, however the Petitioner is the owner. Note that the Petitioner's consent to subject the use of the sperm to a physician's medical-professional discretion does not prejudice her proprietary ownership of the sperm. A condition whereby the Petitioner exempts the Sperm Bank from liability regarding "loss, damage or other use of such sperm units", has nothing to do with the issue of the Donor's withdrawal, and can be seen as an exemption clause in guarantee-owner relationships.
  2. My colleague proposed to apply the exclusion of unjust enforcement pursuant to Section 3(4) of the Contracts Law (Remedies for Breach of Contract) 5733-1973 (the "Remedies Law"). However, this exclusion is applicable to the relationships between the Donor and the Sperm Bank, and there is doubt whether it can be applied to the relationships between the Donor and the Petitioner, since the ownership in the Sperm already transferred to the Petitioner, and also due to the absence of contractual adversary between the two (compare FH 21/80 Wertheimer v. Harrari IsrSC 35(3) 253 (1981), in which the majority opinion ruled that Section 3(4) of the Remedies Law applies to relationships between the first buyer and the seller, and justice considerations of the direct parties to the contract may be taken into account, whereas justice considerations of the second buyer may not). In any case, the application of justice considerations under Section 3(4) of the Remedies Law in favor of the Donor, cannot guide us on our way to solving the riddle, since the question of what is the just solution under the circumstances is the very question in dispute between the parties.
  3. The aforesaid legal analysis, in the prism of civil law, is based on the assumption that sperm may be seen as "Movable property" as defined by the Movable property Law (See Section 5 above, and similar definition in the Interpretation Ordinance [New Version] and the Interpretation Law 5741-1981) and as a tradable asset, in proprietary and contractual aspects. The opinion of some adjudicators in accordance with Hebrew law, who deem the donor's sperm to be "abandoned", also ostensibly supports the proprietary aspect, as one of the clear characteristics of the right to ownership is the right to abandon or destroy the object of ownership (Joshua Weisman Property law: General Part 89, 108 (1993) ("Weisman Property Law")).

However, the question whether a human body organ is an "asset", in which ownership may be transferred, is not clear of doubts. It is hard to deem as "property" something that the legal system does not allow the purchase of ownership in, and the Israeli legal system objects to human trafficking and objects to organ trafficking, even though it does allow the donation thereof (Weisman Property Law, p. 91; Joshua Weisman "Organs as Assets" 16 Mishpatim 500 (1987)). With respect to renewable organs such as sperm, ovum, bone marrow or blood, and in contrast to organs such as kidney or cornea, the mere donation does not prevent the donor of personal use of the asset, which shall be available to him again in the future. Moreover, as far as I know, and with due cautiousness, as we were provided no factual foundation on the matter, there is trade and "import" of sperm from abroad to sperm banks in Israel (and perhaps also "export" of sperm overseas), which indicates the tradability of sperm as an asset for all intents and purposes. Therefore, it is easier to consider such "organs" as "assets", and it seems that this is why the legislator allowed their transfer from one person to another, and allowed the receipt of some consideration therefor (Gad Tedeschy ""Property and Transferability: the Ownership of an Organ Taken from a Living Person" 38 Hapraklit 281, 282 (1998); Daphna Lewinsohn-Zamir "Transplantation from a Living Body in Israel: Experience and Problems" 38 Hapraklit 300 (1988)).

On the other hand, an argument may be raised whereby sperm or ovum cannot be compared to other renewable organs, and not even to organs such as kidney or cornea, since the masculine and feminine gametes (sperm cells and ovum cells) enable the birth of a child, thus "perpetuating" the donor's genetic constitution for eternity. Through this prism, the donation of sperm or ovum is a very fateful matter.

The bottom line is, that even if there is room to implement civil law to the donation of sperm, and although "commercially" the definition of sperm differs from other body organs, we do not conclude that this is a regular "asset", and the sale of sperm is not the same as that of moveable objects, to which trade practice and market price can be applied. Therefore, apparently there is no dispute that as a rule, the donor should be allowed to withdraw his consent, so long as we are concerned with the relationships between himself and the Sperm Bank only. The real relevant question is whether sperm is such a special "asset", whose unique characteristics are of such force as to overcome the weight of a third party (the Petitioner) who enters the scene?     

  1. The answer to this question is a matter of ideology, and like my colleagues, I too believe that civil law is not the only applicable law in this case, and is definitely not exhaustive, and we must seek answer in other legal realms (on the importance of the classification and delineation of the legal realm, see: Isaac Amit "On the blurring of bounds and boundaries and uncertainty in the law" 6 Din U'dvarim 17 (2011)). The decision of which legal tool is selected, or in which "realm" of the law to classify the issue under discussion, is in itself a principled decision that might affect the final outcome.  

Analogy to ovum donation

  1. The legislator did not regulate the issue of sperm donation by primary legislation and therefore there is no legislative reference to the issue of withdrawal of consent by the donor. A private bill regarding sperm donations was submitted to the Knesset in March 2011 by Knesset Member Otniel Schneller, and it allows withdrawal of consent by the donor, only in such cases in which the sperm donor wishes to designate his sperm in advance for a specific recipient of the donation, and when he wishes to withdraw the donation prior to the performance of insemination in the recipient of the donation.

The circular of the Director General of the Ministry of Health, stipulating rules pertaining to the management of sperm banks (circular no. 20/27 dated November 8, 2007) refers to withdrawal of consent only in such cases in which a woman wishes to conceive a child in joint parenthood with a person who is not her spouse, and then they are both required to present an agreement which addresses the possibility of the parties to withdraw their consent, and what would be the use of the genetic constitution upon such occurrence (Section 31B of the circular). In Section 25(e) of the Director General's circular it is stated that "Donor's sperm shall not be obtained, received or used for the purpose of artificial insemination, upon the fulfilment of one of the following: […] the donor did not give his consent in writing, on a form as specified in the donor's file". Apparently, it can be argued that the donor's consent needs to be obtained in each and every stage, but it transpires from the form on which the donor signs, that his consent for the provision of sperm and the use thereof is given simultaneously and after the sperm is obtained and received, there is no need to receive separate consent for the use thereof. As aforesaid, and as far as I know (no factual foundation was presented to us with regards to this matter), this is also the common practice, and the various sperm banks do not inform the donor, all the same obtain his consent, prior to making use of his sperm.

  1. Therefore, there is currently no reference by the legislator, or by the secondary legislator, to the question whether a sperm donor is allowed to withdraw his consent, and until what stage. Upon facing a void, we must resort to analogy. The law of analogy is currently established in our law by the Act of Foundations of Law 5740-1980, which stipulates that "had the Court encountered a legal question to be resolved, and found no answer thereto in a legislative act, in case law or by analogy…". And yet, with respect to an issue that is very close to the matter at hand, the legislator had set forth an arrangement in the Ova Donation Law, 5770-2010 (the "Ova Donation Law"). Section 16 of the ova donation Law stipulates four acts which the donor is entitled to order with respect to the ova extracted from her body, as follows: implantation of the ova; freezing ova for the purpose of future use by herself; research; exterminating of the ova. Consent with regards to implantation may be given for a specific or unlimited time. The possibility to withdraw consent is set forth by Section 44(a) of the Law, as follows:

Withdrawal of consent and change of designation

  1. A donor or a patient may withdraw consent given by her pursuant to Sections 15, 16 or 27, as the case may be, at any time prior to the performance of the act to which she agreed to designate the ova which were extracted from her body, and with respect to consent to designate ova for implantation – at any time prior to the fertilization of the ova, and she will be under no civil or criminal liability for such withdrawal of consent.

An ovum donor is therefore allowed to withdraw her consent until that point in time in which the donated ovum has been fertilized. If and insofar as we adopt this solution by way of syllogism also to the case at bar, then we reached a solution for the issue submitted to us, and we are not obligated to resort to "the principles of liberty, justice, equity and peace of the Jewish heritage" and to the Hebrew law on which my colleague, Justice Rubinstein, elaborated in his ruling.

  1. As determined by the legislator, the moment a shared genetic constitution is created, the interest of the donor no longer stands alone, and she cannot withdraw her consent due to the introduction of a third party – the other partner to the genetic constitution. In this perspective, it can be argued that the analogy between ovum donation and sperm donation is naturally called for – so long as no use has been made of the sperm, the donor may withdraw his consent, but upon use of the sperm and fertilization of the ovum, we face a "point of no return" in view of the shared genetic constitution which was created (with reflection to civil law, see Section 4 of the Movable Property Law, which addresses the combination and mixing of movable property).

Why does the Ova Donation Law establish the fertilization stage (and not the stage of implantation or re-implantation) as the "point of no return" with respect to the donor? Did the legislator seek to avoid the need to address the medical-legal-moral-philosophical-religious issues pertaining to the time of creation of life and the status of a number of cells that have divided following an IVF? I found no grounds for this assumption in the Ova Donation Law, in the explanatory notes thereto or in the legislative history, however it can be supported by common sense.

According to this explanation, setting the "point of no return" at the time of the fertilization of the ovum is not arbitrary. In this way, as long as no use has been made of the Respondent's sperm, it can be argued that the Petitioner has no right to a specific child from his sperm, since so long as the child is not conceived (non-existence), the concrete right to his birth is yet unestablished (compare to statements made regarding "wrongful life" – David Heyd "The Right to be born free of birth defects?" Moral Dilemmas in Medicine, 255, 258-259 (Raphael Cohen-Almagor, Editor, 2002)). This is not the case in the post-fertilization stage, when the vague right to a specific child now has a concrete object, and a right is established for the mother to bring into the world the child that had already begun to be created (for a discussion of the time of formation of actual existence as opposed to potential existence, see: David Heyd, Are "Wrongful Life" Claims Philosophically Valid? 21 Israel L.  Rev. 574, p. 578 (1986). Some believe that after the fertilization, the interest of the embryo taking shape to be born is added to the set of balances (for a dissenting opinion, see Andrei Marmor "The Frozen Embryos of the Nachmani Couple: A Reply to Chaim Ganz "Iyyunei Mishpat 19. 433, 436-439 (1995)).  

  1. The simple meaning of the analogy is therefore supportive of the conclusion that also with respect to the sperm donor, the point of no return is the fertilization of the ovum. However, in my opinion, an in-depth review of the issue may lead the analogy to the Ova Donation Law to a different outcome, and at least to a conclusion that no analogy can be drawn between the case at bar and the arrangement set forth in that Law, in view of the material differences between sperm donation and ovum donation.

In contrast to ovum donation, the issue of sperm donations is yet unregulated by primary legislation. Even according to the private bill of Knesset Member Schneller, as well as pursuant to the current circular of the Director General, all that is required for a sperm donation in Israel is the obtainment of the donor's consent on the proper form. On the other hand, ova donors are required to receive a written approval from an approval committee which comprises of physicians, a social worker, a psychologist, an attorney and a representative of the public or a cleric; the donor is provided with specific written and oral explanation regarding the essence of the procedure and the donation; she is required to undergo a medical and psychological examination in order to confirm her fitness to give the donation; the approval committee is to be convinced that the donor's consent was given "of sound and disposing  mind, out of her free will and free of family, social, economic or other pressure" (Section 12 of the Ova Donation Law). The reason for the aforesaid procedure derives from the fact that the donation of ovum involves a complex procedure for the donor, as distinct from sperm donation, which does not involve invasive procedures or medication treatment.

  1. The procedure of sperm donation also varies greatly from that of an ovum donation. Sperm donation is performed, as aforesaid, through a sperm bank, and the sperm units are stored in freezing for many years, such that the recipients of donations can select from the supply available to them the sperm that meets their needs and desires. The sperm bank serves as a mediator between the sperm donor and the recipient of the donation, and in addition to the service of storing the sperm under the required conditions it is further responsible for the obtainment of the sperm from the donor and the transfer thereof to the recipient of the donation. In a sperm donation, the donor who already delivered the sperm unit is not at all involved in the procedure, and the recipient of the donation may acquire sperm units, which the donor gave at a time which is of no relevance to her, and is no longer depending on cooperation on his part.

This is not the case with the procedure of ova donation, which requires cooperation between the donor and the recipient of the donation. This is a complex procedure, in the course of which the donor undergoes hormonal treatment over a period of several weeks, aimed to stimulate the ovaries. During that period of time, the donor is being monitored, including ultrasound checkups and blood tests, and she is obligated to avoid smoking, drinking alcohol and having unprotected sexual intercourse. Concurrently, the recipient of the donation also undergoes hormonal treatment, which is aimed to thicken the endometrium such that it can accept the implanted ova. All of the above is carried out while "synchronizing" the menstrual cycle of the donor and the recipient of the donation, such that the uterus of the recipient of the donation shall be ready to receive the ova soon after its extraction from the donor. Immediately upon the extraction of ova from the donor (within a time frame that does not exceed several hours), they are fertilized by sperm in various techniques which are not relevant to the issue at hand, and which are related, inter alia, to the quality of sperm. The fertilized ovum is incubated in the laboratory, and after several days (48 hours to five days) the conceived embryos – or perhaps the divided cells – are inserted into the recipient of the donation's uterus. In contrast to sperm donation, the donation procedure involves risks for the donor, and contrary to sperm donation, the possibility to freeze ova is limited, since the quality of an ovum decreases after freezing and defrosting. For this reason, as far as I know, there is currently no "ova bank" in Israel, in contrast to an "embryo bank" of fertilized ova.

I elaborated on the medical procedure not in order to enrich the reader's knowledge of the wonders of creation and of technology and medicine, but rather to indicate the material difference between sperm donation and ovum donation. The procedure of sperm donation is simple, does not require any medical procedure, and the main medical burden is carried by the recipient of the donation. On the other hand, the procedure of ovum donation requires lengthy cooperation between the anonymous donor, who carries the main burden, and recipient of the donation.

  1. As aforesaid, a [ova] donor may not withdraw her consent from the moment of fertilization of the ova, which is performed, as a rule, immediately after the extraction. The donor may not withdraw her consent even if the ova have not yet been implanted in the recipient of the donation's uterus, and even if the sperm by which the ovum has been fertilized is from an unknown donor who is not the recipient of the donation's spouse, even though the recipient of the donation does not ostensibly have a "strong" reliance interest, since the ova were not yet implanted in her uterus, and therefore the avoidance of conception does not involve an invasive procedure on her body.

The explanatory notes to this section state as follows: (Governmental Bills 2007, 311):

"A woman's consent to donate ova from her body pursuant to the provisions of the proposed law entails significant outcomes – the birth of a child who is the biological child of that woman, while she waives any parenthood affinity toward him. Therefore, such donor should be allowed to withdraw her consent with respect to the procedures performed in the ova extracted from her body, at any time prior to the performance of the procedure to which she has agreed to designate such ova, and with respect to consent to designate ova for implantation – at any time prior to the fertilization of the ovum. The donor shall be under no civil or criminal liability due to her aforesaid withdrawal. A donor who so withdrew her consent, shall return the compensation given to her for the extraction of ova for implantation purposes or for her consent to allocate the excess ova extracted from her body for implantation".

The explanatory notes seem to be "unsynchronized" with the language of the Law, which sets the point of no return at the stage of fertilization. It is ostensibly reasonable that had the legislator wanted to allow a donor to withdraw her consent, in view of the significant outcome of the birth of a child and waiver of parentage affinity towards him, he would have also allowed the donor to withdraw her consent prior to the implantation of the ova in the recipient of the donation, and in case of an unsuccessful implantation, allow her to withdraw her consent prior to an additional implantation in the recipient of the donation (which in turn requires receipt of a renewed approval in order to examine if the conditions stipulated by law for the implantation – Section 19(c) of the Law – still exist).

The reason for the determination of the time of fertilization as the point of no return is based in the aforementioned stages of fertilization and implantation, which are separated by several days at the most. Considering the complex procedure that the donor undergoes, the legislator enables her to withdraw her consent at any time until her share is completed and the ovum is extracted from her body and fertilized immediately thereafter. The extraction of the ovum and the fertilization should be viewed as one stage, and considering the implantation being performed within no longer than several days, perhaps the three stages (ovum extraction-fertilization-implantation) should also be deemed as one. After the donor had completed her share, the power of decision is transferred to the recipient of the donation, who also began hormonal treatments, although less complex. For this reason, there is doubt if one can draw an analogy to the consent withdrawal right which is granted to the ovum donor – whose cooperation is required up until the extraction of ova and the fertilization which is performed immediately thereafter – to a sperm donor who has no part in the medical procedure entailed in the fertilization and whose cooperation is not at all required before the fertilization.

  1. Moreover, it can be argued that an analogy to the Ova Donation Law is called for in the case at bar, however such analogy leads us to an entirely different conclusion. Hence, the donor may indeed withdraw her consent until the stage of fertilization, but in fact, considering that the extraction of ovum and the fertilization are performed "as one" (at most within several hours apart), it can be stated that the donor is prevented from withdrawal, the moment of extraction of the ovum from her body. Similarly, the sperm donor shall be prevented from withdrawal after the sperm leaves his body. In other words, since the point of no return is, de facto, not the fertilization but actually the extraction of ova, which are then immediately fertilized, the analogy to the case at bar is the moment of ejaculation and delivery of sperm.
  2. In view of the aforesaid, there is doubt whether an analogy can be drawn from the Ova Donation Law to the case at bar, and in any case, the analogy to the Ova Donation Law does not lead us to an unequivocal answer to the issue at hand.
  3. Interim summary: we resolved that in the settling of the competition between the Petitioner and the Donor from the perspective of civil law, the Petitioner ostensibly prevails; however, the choice whether to follow civil law depends on the principled question of how much we are willing to attribute to the uniqueness of sperm as an "asset". On the one hand, we can allegedly conclude, by way of syllogism, from the arrangement set forth in the Ova Donation Law, that in the case at bar as well, the point of no return is the stage of fertilization; however on the other hand, in view of the differences in the procedure entailed in ova donation, an analogy to that arrangement might lead to the outcome that the point of no return is the delivery of sperm, and, in the least, that there is no room for such syllogism.

Having failed to find an answer to the question before us, we must continue wandering the paths of law in search for a solution.

Analogy from a woman who does not need sperm donation

  1. My colleagues indicated that a married woman or a woman who has a spouse and does not need a sperm donation also has no conferred right that all of her children be born from her spouse, and she is not "immune" from separation and divorce, or – god forbid – death of her partner. Thus they conclude that the rights of the Petitioner should not be secured to a greater extent than in the ordinary state of affairs.

However, the comparison to a woman who has a spouse is incomplete, not from the point of view of the recipient of the donation and not from that of the father. A recipient of donation such as the Petitioner has a possibility to secure in advance, at a high level of certainty – subject to medical and other constraints – that all of her children be born from the same genetic father, since to that end she paid and "secured" the donor's sperm units. On the other hand, an "ordinary" spouse may bear an economic price (child support and property division) and an emotional-mental-social price involved in the process of divorce and separation, whereas the sperm donor pays no price for his withdrawal of consent (other than, perhaps, an obligation to return the amount received at the time for the sperm donation). Hence, the concern pertaining to negative lateral effects in issuing a "carte blanche" to all donors to withdraw their donation, as elaborated by my colleague in Sections 68-70 of his ruling.

Analogy to and distinction from the Nachmani case

  1. My colleagues indicate several distinctions between the case at bar and the Nachmani case which indicate that the level of expectations and reliance of the Petitioner in this case, is far lower than that of the female spouse in re Nachmani. According to this method, the necessary outcome is that the Petitioner be denied.

However, this is not the case from the perspective of the donor in the case at bar, whose injury is far lower than that of the male spouse in re Nachmani. A involuntary father, who knows the identity of the mother and the child born to him against his wishes, and might also come across him in everyday life, as in re Nachmani, cannot be compared to the anonymous donor in the case at bar. In the ordinary state of affairs, the donor is not even supposed to know whether use has been made of his sperm for fertilization, how many times it has been used, if the use of his sperm was successful, whether his sperm was used for the fertilization of a married woman or a single one and the identity of the happy mother. In this aspect, the emotional injury to the donor in the case at bar is much smaller than that of the male spouse in re Nachmani. According to this method, the reduced magnitude of the injury to the Donor, tips the scales in the direction of the Petitioner.

Hence, also the comparison to re Nachmani may yield different outcomes. The injury to the Petitioner is smaller than that of the female spouse in re Nachmani, but so is the injury to the Donor smaller than that of the male spouse in re Nachmani.

Analogy from the laws of rescission of contract and administrative promise

  1. My colleague proposed, inter alia, to apply to the hospital the principles of public law and the rule of rescission of contract. I shall add to the aforesaid an analogy to the law of administrative promise, which allows an authority to withdraw its promise upon the existence of legal justification.

Indeed in the case at bar we are concerned with a governmental hospital, but according to the Sperm Bank Regulations pertaining to sperm donation, a hospital is not necessarily a governmental hospital, and the implementation of the principles of public law shall not always be applicable. Essentially, the rule of rescission is contingent on public interest (essential public needs), and an administrative promise withdrawal is contingent on legal justification. This does not promote the issue at hand, since the question whether there is a justification or public interest to allow the Donor to withdraw his consent, is the very core of the dispute before us.

Between autonomy and parenthood, and between a right and an interest

  1. My colleague, Justice Rubinstein, based his opinion on a principled preference of the Donor's right to autonomy, over the Petitioner's interest to conceive specifically by his sperm.

The case law and legal literature provides us with the distinction between protection or injury of a right, and protection or injury of an interest (see, for example: Oren Gazelle Ayal and Amnon Reichman "Public Interests as Human Rights?" 41 Mishpatim 97 (2011); Zamir Ben Bashat, Erez Nachum & Amir Colton "The Public's Right to Know: Reflections following APA 398/07 The Movement for Freedom of Information v. the Tax Authority" 5 He'aarat Din 106 (2009) and the references there). Between rights it is common to make a horizontal-internal balance, whereas the balance between a right and an interest is vertical-external (Gideon Sapir "Old versus New – on Vertical Balancing and Proportionality" 22 Mechkarei Mishpat 471 (2006)).

The mere distinction between a right and an interest sometimes serves to determine a different level of legal protection, in the words of my colleague: "the classification of the considerations at stake as rights or as interests defines the formula of the balance between them, and the normative superiority of one value over the other or their equal value". Alas, sometimes it is unclear whether the outcome preceded the classification or vice versa (Michael Dan Birnhack "Constitutional Geometry: The Methodology of the Supreme Court in Value-based Decisions" 19 Mechkarei Mishpat 591 (2003)). In my opinion, the injury to the Petitioner should not be classified as an injury to an interest, but rather as an injury to the positive right to be a parent, against which stands the injury to the Donor's negative right to autonomy, as per Section 6 of the ruling of my colleague, Justice Barak-Erez (on the right to be a parent in the context of fertilization, see: Vardit Ravitsky "The Right to be a Parent in the Era of Technological Fertilization" Moral Dilemmas in Medicine 137, 141 (Rafael Cohen-Almagor, Editor, 2002)). Therefore, a horizontal balance is called for between the two conflicting rights, and the distance from the core of the right shall be expressed in the outcome of the balance and not in the mere classification as interest against right.

  1. The outcome of the balance depends on the distance of the right from the core of the right, and this may provide an answer to the issue before us. The farther the right is from its core, the lesser its force and vice versa, the weaker the force of the right is, it shall be positioned further away from the core of the right. Clearly this is not a scientific-physical measurement of the distance of the right from the "magnetic pole" wherein it stands, and the force of the right also derives from the motives at its basis. To demonstrate:

Would we recognize the Petitioner's (sic) right to withdraw his consent had he declared that he objects the use of his sperm for the fertilization of a single woman, but is consenting with regards to the fertilizing of a married woman?

And had the Donor casted a "veto" on the use of his sperm for the fertilization of a woman from a certain ethnic group, as distinguished from another ethnic group?

[Parenthetically – Section 13(e)(4) of the Ova Donation Law requires informing the recipient of donation if the donor is married or of a religion different than hers].

And had the Donor's withdrawal of consent been totally arbitrary, with no reasoning and no explanation? And had it been based in greed, attempting to get the Petitioner to pay him additional amounts?

I believe that in the aforesaid cases we would say that the Donor's right is weakened, and removed further from the core of the right, since the motivations on which it is founded are not "solid", and as such, we shall not be willing to view as justifications for the withdrawal of consent. Therefore, I believe that the Donor's "change of heart" with respect to this willingness to donate sperm is not enough, and we should further examine the reasons and motivations which lead him to withdraw his consent, and accordingly determine the degree of the right, and consequently – its distance from the core of the right.

  1. The difficulty multiplies in view of issues that are not limited to the balance between the Donor and the Petitioner. For example, would the outcome change had it transpired that the daughter conceived by the recipient of the donation from the Donor's sperm has an interest of her own in the birth of the "potential sibling", such as her need of bone marrow donation? (And I am not referring to the legal-ethical questions that such a situation of "my sister's keeper" might raise).
  2. The task of concluding is not ours, and we shall leave, questions and challenges to be resolved when they occur.

In the case at bar, it seems that the (positive) right of the Petitioner to conceive from the same genetic father is distant from the core of the right to be a parent, whereas the (negative) right of the Donor not to be an involuntary father is at the core of the right to autonomy, and I see no relevance, in this respect, to the fact that the Donor already has an offspring from his sperm. To the Donor, the question is "to be or not to be" – whether to at all be a father to another offspring carrying his genetic constitution or not, whereas for the Petitioner the question is not whether to be a mother but rather who shall be the father. Indeed, it cannot be denied that the Petitioner's wishes that all of her children shall carry the same genetic constitution are of considerable force. In the case at bar, the ovum is of the Petitioner's and even if her petition is denied her children will still carry her genetic constitution, and shall be half-siblings. This is different from a theoretical case in which also the ovum is not from the recipient of the donation, and the use of the sperm of a different donor for each fertilization shall mean that the children are not even genetically half-siblings, which would have increased the force of the recipient of the donation's right.

The bottom line in the case at bar is that in the competition between the Donor's core-negative right (the right to autonomy) and a right which is not the core of the positive right (the right to be a parent), the Donor prevails. I shall end with a short quotation from the letter sent by the Donor to the Court, speaking for itself: "I am not interested in having a child without being able to provide love to him, and without me loving his mother".

 

 

To conclude, I concur, although with a heavy heart, with the outcome reached by my colleagues.

Justice

Decided as per the ruling of Justice E. Rubinstein.

Issued today, 25 Shvat 5773 (February 5, 2013).

Justice

Justice

Justice

 

 

Axelrod v. State

Case/docket number: 
HCJ 129/13
Date Decided: 
Sunday, January 26, 2014
Decision Type: 
Original
Abstract: 

The petition urges the Court to compel the Knesset to legislate the matter of marriages between those who cannot (as in cases of intermarriage) or wish not to marry under religious law and are therefore excluded from marrying in Israel. Holding that the Court cannot order the Legislature to legislate outside of correcting a constitutional flaw in existing statutes, President Grunis and Deputy President Naor declined to intervene. In his concurrence, Justice Rubinstein finds that as current marriage laws exclude large portions of the population, the State cannot continue to ignore this reality and violate citizens' right to marry. He therefore believes a legislative solution is required.  

Voting Justices: 
Primary Author
majority opinion
Primary Author
majority opinion
Author
concurrence
Full text of the opinion: 

Supreme Court of Israel

HCJ 129/13

 

Before:            The Honorable President A. Grunis

                        The Honorable Vice President M. Naor

                        The Honorable Justice E. Rubinstein

 

Petitioners:      1. Eli Axelrod

2. Moshe Axelrod

v.

Respondents: 1. Government of Israel 

2. Israeli Knesset

3. Ministry of the Interior

 

Petition to grant an order nisi

 

Date of Hearing: 21 Shvat 5774 (January 22, 2014)

 

On behalf of Petitioners:           Adv. Eli Axelrod

On behalf of Respondents 1,3: Adv. Ran Rosenberg

On behalf of Respondent 2:     Adv. Dr. Gur Bleigh

 

Judgment

 

President A. Grunis and Vice President M. Naor:

1.         This petition seeks to bring before this Court again a difficult and painful problem. This problem pertains to citizens of Israel, many thousands of them, who cannot marry in this Country because they are not members of one of the recognized religious groups, or one of them is not a member of one of those groups. In addition the petition relates to those who can marry in Israel, but do not wish to do so in a religious ceremony.

2.         The stated problem has been presented to this Court in several petitions argued in the last few years: HCJ 7127/11 Center for Jewish Pluralism v. Government of Israel (Dec. 5, 2011); HCJ 1143/11 Jerusalem Institute for Justice v. The Knesset (Oct. 18, 2012). The first petition was deleted and the second was denied, in both cases after the petitioners accepted the recommendations of the different panels hearing the cases to retract the petitions. There is nothing novel in the current petition in comparison to the previous ones. Clearly, the solution to the difficult problem has to be by way of Knesset legislation. However, the Court cannot order the legislature to legislate. There is a dramatic distinction between striking down a law due to a constitutional defect, and ordering the legislature to regulate a certain issue in legislation. The additional claims raised by the petitioners, including the one pertaining to the Marriage and Divorce (Registration) Ordinance and its treatment of civil marriage, do not substantiate a cause of action.

3.         Regrettably, we do not see a basis for the Court’s involvement.

 

President, Vice President

 

Justice E. Rubinstein:

A.        I join my colleagues’ judgment. I would like to note that, sadly, the problem invoked by the petitioners is very old, and has worsened with the wave of immigration from the Commonwealth of Independent States (former Soviet Union) from the late 1980’s, as it is undisputable that large numbers of those entitled to Shvut in a family’s two generations are not Jewish according to Halacha; even though they are of Israel seed, through father, grandfather, or grandmother.

            I would be the last to support intermarriage; however a solution to citizens seeking to marry must be given to them within their country. In my opinion in LFA 9607/03 Ploni v. Plonit (2006), paragraphs J-K, I said about them:

“Intermarriage, a painful issue since ancient days (see, during the first return to Zion – Ezra 9 1-2, 12 and chapter 10, and Nehemia 9 31), makes my heart cringe, due to its meaning in the historical respect and its impact on the state of the Jewish people and its size, to an existential degree … (But) I doubt that closing our eyes to the fact of these difficulties is the way to deal with intermarriage, given the factual and legal reality that has evolved over the years … It seems that the wave of intermarriage, which appears with great force within a big part of the Jewish diaspora and exists among our people as well since the waves of immigration of the previous decades – is not going to be stopped in this way, and attending to the larger matter is beyond the judicial scope … The place for decision is the legislature … the Legislature ought to consider an arrangement that would be suitable to those Israelis who cannot marry in Israel (emphasis in original – E.R.); I dare say, that if it were possible to persuade each and every Jewish man and woman, for many good reasons, to marry members of the Jewish people, there would be no-one happier than me, certainly so after a third of the People was decimated in the Holocaust. But since this is not the reality, the state should provide the suitable solutions, of course while accounting for its Jewish and democratic character – as well as for the slippery slope that can ensue.”

 

The son of a Jewish father and a non-Jewish mother – Petitioner 1 did nothing wrong. He is an Israeli citizen, as good as any of us, subject to duties and entitled to rights, including the right to marry. Since the 1970 amendment to the Law of Return, 1950, and the addition of Section 4A, the right to marry applies also to citizens entitled to Shvut and to their offspring. The Law on Matrimonial Partnership for People without Religion, 2010, does not apply to the Petitioner, since he seeks to marry a Jewish woman. He apparently chose not to convert into Judaism although he considers himself Jewish; to me this would have been a practical and commendable solution, but it is up to him and his personal decision. Therefore the state should devise a fair solution to those like him, one that would not make any of its citizens feel as if they are “second rate.” Indeed, the difficulty in this is clear and for that reason the Law on Matrimonial Partnership was dedicated to those without a religion, as its name suggests; however a solution to the complex question is required, while reserving marriage to the religious groups within themselves; the issue is clearly in the purview of the legislature.

 

Justice

 

The petition is denied. Given the circumstance no fees will be assessed.

 

Entered today, 25 Shvat 5774 (Jan. 26, 2014)

 

President                             Vice President                             Justice

Full opinion: 

Adalah – The Legal Center for Arab Minority Rights in Israel v. Ministry of Social Affairs

Case/docket number: 
HCJ 7245/10
Date Decided: 
Tuesday, June 4, 2013
Decision Type: 
Original
Abstract: 

[This abstract is not part of the Court's opinion and is provided for the reader's convenience. It has been translated from a Hebrew version prepared by Nevo Press Ltd. and is used with its kind permission.] 

 

We are concerned with petitions for the revocation of Section 61(2)(d) of the Arrangements Law (Legislative Amendments for Implementation of the Economic Plan for 2009 and 2010), 5769-2009, as it is unconstitutional, which included Amendment no. 113 to the National Insurance Law [Consolidated Version], 5755-1995 (hereinafter: the “Amendment to the Law”) that ordered, inter alia, the reduction of the child allowances paid for children who have not received the vaccines required based on their age and health condition and according to the Vaccination Program ordered by the Director General of the Ministry of Health. The vaccination program includes a vaccination by the name of MMRV, which is a “quadrivalent” vaccine against four diseases: measles, mumps, rubella and chicken pox. The vaccination is given to infants at the age of one year, and the program will apply to infants born starting January 1, 2012, such that the first reduction of allowances will be made no earlier than July 1, 2013.

 

The HCJ (per the opinion of Justice Arbel, Justices Hayut and Barak Erez concurring) denied the petitions and held:

 

Justice Arbel held that there is no room for judicial intervention in the legislative process for the Amendment. Justice Arbel reviewed the nature of the child allowance arrangement and its purpose, the approach of the Ministry of Health and medical science towards vaccinations generally, and the quadrivalent vaccination specifically. Justice Arbel believed that the starting point should be that the legislator, in setting child allowances, had in mind the welfare and best interests of the children. Justice Arbel stated that in the framework of the constitutionality of the Amendment, the question of whether constitutional rights established in Basic Law: Human Dignity and Liberty (hereinafter: the “Basic Law”) are violated will be examined, and if the answer is affirmative, it will be examined whether the conditions of the limitation clause of the Basic Law are satisfied. If one of the conditions is not satisfied, the remedy for the unlawful violation will be discussed.

 

Justice Arbel examined whether the Amendment violated rights enshrined in the Basic Law, i.e. the right to a dignified life or the right to social security, the right to autonomy and the right of equality, and held that the Amendment does not violate the right to a dignified life and does not violate the constitutional right to autonomy or to parental autonomy, but does violate the right of equality. It is noted that in this context, Justice Arbel believed that the group of equals included the parents insured through the National Insurance Law. However, Justice Arbel held that the violation satisfies all four conditions of the limitation clause of the Basic Law: the violation of the human right was made in or by a law or by virtue of explicit authorization therein; the violating law befits the values of the State of Israel; the violating law is intended for a proper purpose; the law violates the right to an extent no greater than  required. Justice Arbel held that this violation satisfies all of the conditions of the limitation clause in a manner that strikes a proper balance with other interests and rights, and hence the Amendment is proportionate and there is no room to intervene therein.

 

Justice Barak-Erez also found that the Amendment to the Law violates the right of equality, holding that the petitions should be denied because the violation satisfies the conditions of the limitation clause. Justice Hayut believed that the starting point according to which the question of discrimination should be examined is that the right to the child allowances is a right of the parents, and that this is the relevant group of equals. Unlike Justices Arbel and Barak-Erez, Justice Hayut found that the distinction made by the Amendment to the Law between parents who have vaccinated their children and parents who have refrained from doing so, for the purpose of deducting a fixed amount from the child allowances, does not violate the constitutional right of equality of the parents who chose not to vaccinate their children, and therefore in her opinion too, the petitions should be denied. 

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
Author
concurrence
Full text of the opinion: 

 

 

In the Supreme Court Sitting as the High Court of Justice

                                                                                                                        HCJ 7245/10

                                                                                                                        HCJ 8357/10

                                                                                                                        HCJ 908/11

 

Before:                                                Her Honor Justice E. Arbel

                                                Her Honor Justice E. Hayut

                                                Her Honor Justice D. Barak-Erez

 

The Petitioner in                     

HCJ 7245/10:                          Adalah – The Legal Center for Arab Minority Rights in Israel

                                   

                                                v.

 

The Respondents:                   1. The Ministry of Social Affairs

                                                2. The National Insurance Institute

                                                3. The Knesset

 

The Petitioner in                      The Israel National Council for the Child

HCJ 8357/10: 

                                                v.

 

The Respondents:                   1. The Israeli Government

                                                2. The Minister of Finance

                                                3. The Attorney General

4. The Minister of Health

5. The Israeli Knesset

6. The National Insurance Institute

 

The Petitioners in                    1. The Association for Information on Vaccines

HCJ 908/11:                            2. Binyamin Brotski

                                                3. Matan Koren

                                                4. Netta Dror

                                                5. Itay Hadar

                                                6. Lilach Rochel                                             

 

                                                v.

 

The Respondents:                   1. The National Insurance Institute

                                                2. Director General, Ministry of Health

                                                3. The Speaker of the Knesset

 

Petitions for an order nisi and an interim order

 

Date of session:                       Tammuz 12, 5772 (July 2, 2012)

 

On behalf of the Petitioner    

in HCJ 7245/10:                      Adv. Z. Zausan, Adv. H. Jabarin

 

On behalf of the Petitioners   

in HCJ 8357/10:                      Adv. V. Windman, Adv. C. Pollack-Cohen

 

On behalf of the Petitioners   

in HCJ 908/11:                        Adv. A. Naveh

 

On behalf of Respondents     

1-2 in HCJ 7245/10 and

Respondents 1-4 and 6

in HCJ 8357/10 and the

Respondents in HCJ 908/11:  Adv. A. Keidar, Adv. M. Freeman

 

On behalf of Respondent 3

in HCJ 7245/10 and

Respondent 5 in HCJ

8357/10:                                  Adv. Dr. G. Bligh

 

 

Judgment

 

Justice E. Arbel:

 

The petitions before us concern the reduction of child allowance for a parent whose children have not received the required vaccines announced by the Director General of the Ministry of Health. In the petitions, the petitioners demand the revocation of Section 61(2)(d) of the Arrangements Law (Legislative Amendments for Implementation of the Economic Plan for 2009 and 2010), 5769-2009 (hereinafter, the “Arrangements Law” or the “Law”), on the grounds that it is unconstitutional.

 

The Arrangements Law

1.The Arrangements Law, which was enacted in 2009, included Amendment no. 113 (hereinafter, the “Amendment”) to the National Insurance Law [Consolidated Version], 5755-1995 (hereinafter, the “National Insurance Law”). The Amendment mainly concerns the gradual increase of the child allowances paid for the second, third and fourth child in a family unit. Concurrently, the Amendment orders the reduction of the child allowances paid for children who have not received the required vaccines based on their age and health condition and according to the Vaccination Program ordered by the Director General of the Ministry of Health. The main part of this arrangement is currently set out in Section 68(d) of the National Insurance Law:

(d)(1) If the child meets the provisions of Paragraph (2), the monthly child allowance paid for him will be reduced by the sum of NIS 100 (in this section – the “Sum of the Reduction”), provided that notice was given as stated in Subsection (e) and the 14-day period has passed as stated in the said subsection from the date of service of the notice according to the provisions of Subsection (h)(2); the reduction will begin on the 1st of the month following delivery of the notice to the Institute as stated in Paragraph (2);

(2) The Ministry of Health shall notify the Institute that six months have passed from the date on which the child was required to receive the vaccines based on his age and health condition and according to the Vaccination Program ordered by the Director General of the Ministry of Health; such notice shall be sent to the Institute no later than seven days after the date on which six months have passed as aforesaid;

(3) A program as stated in Paragraph (2) will be published in the Israel Official Gazette and shall include provisions regarding the type of vaccine, the vaccination schedule, additional dates on which a vaccine that was not administered on the required date may be supplemented, and the maximum age at which each vaccine may be administered (in this section, the “Vaccination Program”).

It should be noted that additional sections in this arrangement include: instructions regarding the notice that must be sent to parents whose children have not received vaccines as aforesaid, options to challenge and appeal decisions on the matter, sums of allowance reductions according to the number of children in the family, recalculation of the allowance after the child has been vaccinated as required or after the passage of the last date on which the vaccine, because of which the allowance was reduced, could be administered, etc.

2.Publication of the Vaccination Program by the Director General of the Ministry of Health was initially postponed because claims were raised regarding lack of access to Family Health Centers (“Tipat Chalav”) by the Bedouin population in the Negev, such that in practice the Amendment could not be implemented. After actions were taken to increase access and awareness among the Bedouin population in the Negev, the Director General of the Ministry of Health published a vaccination program by virtue of the Law, which included one vaccine named MMRV, a “quadrivalent” vaccine against four diseases: measles, mumps, rubella and varicella. The vaccine is given to infants at the age of one year and the program applies to infants born starting January 1, 2012, such that the first reduction of allowance will be made no earlier than July 1, 2013.

The petitions at bar were filed against this arrangement.

HCJ 7245/10 –Petitioners’ Claims

3.The petitioners are organizations and associations that act to promote Arab and Bedouin minority rights, as well as residents and chairpersons of local committees of three Bedouin villages in the Negev, in which, on the date this petition was filed, no Family Health Center operated.

4.First, the petitioners claim that the Amendment was passed following a coalition agreement, and that prior to its approval no discussion was held in respect thereof. They also argue the respondents did not base the approval of the Amendment on any analysis or research. Second, the petitioners claim that the Amendment violates the children’s constitutional rights. According to them, the child allowance belongs to the children themselves, even though it is remitted to their parents. The court has emphasized on various occasions the importance and objective of the child allowances is for the children’s welfare. The conclusion, therefore, according to the petitioners, is that reduction of the allowances harms the children and violates their rights, mainly children belonging to poor families that will be forced to waive monetary expenses necessary for the upbringing and development of the children. It is argued that the Amendment violates the supreme principle of the best interest of the child, which has been established in the case law of the Supreme Court and in international treaties. The petitioners further claim that the Amendment violates the principle of equality between children, as it creates an irrelevant distinction between children who have received vaccines and those who have not received vaccines, and between children whose parents have access to preventive medical services and children for whom the State has not ensured access to such services. They further claim that the Amendment violates the children’s constitutional right to the property, since the allowances belong to them. They claim that the very payment of the insurance contributions to the National Insurance Institute create a contractual agreement between the parent and the National Insurance Institute, which includes the expectation of payment of child allowances against payment of the insurance contributions by the parent. Violating this expectation, it is claimed, is also contrary to

5.According to the petitioners, the violation of the aforementioned constitutional rights does not satisfy the conditions of the limitation clause. The violation, it is argued, is not for a proper purpose. The violation was made without examination and without an appropriate foundation; it aggravates poverty and socioeconomic gaps; and it also harms the public interest that mandates protecting and avoiding harm to those children who are not being vaccinated.

6.It is further asserted that the violation does not satisfy the threefold proportionality test. The violation does not satisfy the rational connection test, since the means chosen do not achieve the objective of protecting the child’s health and public health. According to the petitioners, the Amendment in fact harms the child’s wellbeing, health, development, property and right to social security, and causes a deepening of poverty. It is asserted that punitive use of the allowances is prohibited, and that the allowances should not be used to combat various negative or wrongful phenomena. The Amendment punishes the children for non-receipt of vaccination services.

The petitioners further claim that the violation does not meet the second proportionality test, the less harmful means test. According to them, other appropriate means could have been adopted to achieve the goal, such as making preventive health services accessible in the unrecognized villages in the Negev. The petitioners assert that the main population that will be harmed by the Amendment is the children residing in the Bedouin villages, including the children of the unrecognized villages. According to them, the high rate of unvaccinated Bedouin children is the product of the State’s failure to provide preventive health services at Family Health Centers. The Bedouin children’s access to these services is limited. In approximately forty-five unrecognized villages there are, it is argued, only twelve Family Health Centers, and even those were only put in place after a petition to the HCJ, and some are under threat of closure. The petitioners add that the residents of these villages also have limited mobility due to the absence of driving licenses and suitable public transportation in the area, and that they have low socioeconomic status and a very high rate of poverty. The Amendment therefore punishes the Bedouin children through no fault of their own, and due to the Ministry of Health’s failure to fulfill its obligation to realize these children’s rights from the outset. This punishment will further aggravate the socioeconomic status of the Bedouin children, and deepen the social gaps between this population and the general population. The petitioners assert that despite the neutral language of the Amendment, the said data reveal that, de facto, it discriminates against the Bedouin children on the basis of nationality.

Finally, the petitioners claim that the violation also fails to fulfill the narrow proportionality test. According to them, democracy cannot justify punishing children because they have not been vaccinated by their parents. The Amendment leads to a result opposite to that sought by the legislature and, instead of protecting the children’s health, causes them additional harm.

7.In supplementary pleadings filed by the petitioners on August 16, 2012, the petitioners seek to emphasize the claim that the violation of rights should be examined in light of the fact that the matter concerns children, a group with special characteristics which mandate special constitutional protection. According to them, this fact distinguishes between a regular violation of the right of equality, which may be a permitted distinction, and a violation which falls under the definition of prohibited discrimination, i.e. violation of the constitutional right.

HCJ 8357/10 – The Petitioner’s Claims

8.The petitioner in HCJ 8357/10 is the Israel National Council for the Child. It too asserts that the Amendment constitutes a violation of the equality between children whose parents vaccinated them and children who have not been vaccinated for whatever reason. According to the petitioner, this is not a distinction that is relevant to the purpose of the legislation. The purpose of the child allowance arrangement, it is argued, is to allow a redistribution of income among the population, transferring income from citizens who have no children to those who have children and whose income needs to be divided between a greater number of persons. According to the petitioner, the allowance is not a prize for desired behavior, and conditioning the allowance on a condition unrelated to the size of the family is wrongful ab initio. The petitioner claims that the case does not concern denial of a benefit given to parents for vaccinating their children, as the State claims, since the allowance increment granted in the Amendment does not apply to the first child or the fifth and any subsequent children. The Amendment may also harm populations that are already weakened, who do not vaccinate their children due to lack of access to Family Health Centers or due to the absence of time and financial resources. The petitioner emphasizes that the rate of unvaccinated children is particularly high in the unrecognized settlements in the Negev as a result of a lack of physical, cultural and linguistic access to vaccination services. The petitioner further claims an additional violation of the right to social security which will bring more children into the cycle of poverty and deepen penury among families already below the poverty line, contrary to the objective of the child allowances, particularly with respect to the first child and the fifth child onwards in the family.

9.The petitioner argues that the violation of the constitutional rights of the children does not satisfy the conditions of the limitation clause. The objective of increasing the vaccination rate is foreign to the purpose of the allowances, and therefore is not a proper purpose. Introducing this consideration will create a dangerous precedent whereby allowances may be reduced for any health, educational or social reason. The proportionality test is also not satisfied according to the petitioner. When the reasons for non-vaccination are ideological or depend on access to health services, it is clear that the reduction of the allowances will not affect vaccination. Therefore, the means are inconsistent with the purpose. The lack of consistency, it is claimed, stands out against the background of the data regarding the high rate of vaccination in the State of Israel, mainly with respect to the vaccinations currently required by the Vaccination Program published in accordance with the Amendment. The petitioner makes a distinction between a benefit, the conditioning of which on vaccination may be proportionate, and the imposition of a sanction for failure to vaccinate which is not proportionate. The petitioner rejects the State’s claims regarding the measures taken in order to moderate the harm. It further claims that there are many and varied measures for achieving the goals reflected in the Amendment that do not violate the children’s rights and have a greater benefit potential. Thus, it is possible to act to increase awareness and improve access to child vaccination services.

HCJ 908/11 – The Petitioners’ Claims

10.The petitioners in HCJ 908/11 are the Association for Information on Vaccines and parents whose children they argue suffered various negative reactions following a vaccination. The petitioners claim that there are differences of opinion in the medical community and among the public regarding the effectiveness of vaccines and the severity of their side effects. Hence, they believe that parents should be allowed the right to choose whether or not to vaccinate their children. According to them, the fact that there is a law aimed at compensating those injured by vaccines proves that vaccines are not risk-free. The petitioners further assert that the Amendment violates the right to equality, the individual’s right to autonomy and the right to autonomy of parents in the upbringing of their children. The petitioners challenge the Amendment legislation procedure and its inclusion in the Arrangements Law, which does not allow the issue to be thoroughly discussed and examined. Similar to the other petitions, these petitioners claim that the violation does not satisfy the conditions of the Limitation Clause.

The Respondents’ Claims

11.Respondents 1-5 the legislative proceedings, which began at the initiative of the Director General of the Ministry of Health, and included preparation and examination of the data in Israel and worldwide. A separate legislative memorandum was subsequently circulated, unlike the regular procedure for enactment of the Arrangements Law, in order to allow specific examination of the matter. The memorandum was discussed both at the various government ministries and at the Finance Committee of the Knesset, and conflicting positions were heard. The respondents note that it was decided to stop collecting the Family Health Centers’ fees in order not to create an economic barrier to vaccination. The respondents further specified the actions that were performed by the ministries for the implementation of the Law, including increasing access to Family Health Centers and increasing awareness of the Amendment to the National Insurance Law.

12.The respondents emphasize the importance of the MMRV vaccine and the severity of the diseases against which it immunizes. According to them, the vaccine is intended to combat diseases that can cause severe harm to public health, and particularly to the health of children. In addition, these diseases are highly contagious. The respondents stress that according to professional opinion, in order to reach “herd immunity”, which protects even those who cannot be immunized or who have not developed resistance despite having received the vaccine, the immunization coverage required in the population is approximately 95%. The respondents further state the importance of immunization coverage to each individual child, relative to both the child population and the general population. They also note the expected economic and social repercussions for the State due to the absence of effective prevention of disease outbreak.

13.The respondents maintain that the default is that the Court will not be inclined to intervene in socioeconomic policy established in primary legislation of the Knesset. The respondents further claim that the legislative procedure was duly carried out and does not create cause for the Court’s intervention. The respondents also assert that the Amendment does not violate constitutional rights. With respect to violation of the children’s rights, the respondents contend that the allowance is not a direct right of the child, but rather the right of the parents, intended to help them support the family unit. It is argued that the fact that the amount of the child allowance depends on the birth order of the child in the family supports this conclusion. In addition, on the practical level, it is the parents who decide on the use of the allowance, and they are not obligated to use it for purposes pertaining directly to the children. According to the respondents, even if the allowance did belong to the children, there is no case law establishing a property right for recipients of the allowances. 

14.According to the respondents, the Amendment does not violate the constitutional right to minimal dignified existence. According to the respondents, there is no room for the assumption that any change in the allowance’s entitlement rate constitutes a violation of a constitutional right. They refer to case law that determines that the array of social rights does not necessarily reflect the bounds of the right to social security at the constitutional level. Moreover, the case at bar concerns the reduction of an allowance that for the most part corresponds to the allowance increment that was granted in the Amendment, and therefore there is no ground for the assertion that the Amendment will violate the right to minimal dignified existence. With respect to the violation of equality, the respondents claim that the Amendment establishes an egalitarian norm which seeks to incentivize individuals to take action that is highly desirable from a social and health perspective, and it cannot be said that it constitutes a discriminatory norm. Every parent is able to ensure that his child is vaccinated, and in such a case, the child allowance will not be reduced. In any event, it is argued that there is no violation of equality at the constitutional level—that is, a violation that is closely and pertinently related to aspects of human dignity as a constitutional right. As for the assertion of consequential discrimination on the basis of nationality, the respondents claim that the data indicate a similar rate of vaccination in the Jewish sector and in the Arab sector, while in the Arab sector there is a slightly lower rate of vaccination than in the Bedouin sector. The respondents admit that the percentage of vaccination in the unrecognized villages in the Negev is lower, but believe that the current level of access to Family Health Centers in these settlements, after various actions have and are being taken, is reasonable and appropriate. Finally, the respondents assert that the Amendment does not violate the constitutional rights to autonomy and to parenthood. They state that the professional position of the Ministry of Health, which is based on the prevailing approach in the medical world, is that vaccines are a desirable, efficient and safe method of preventing morbidity. They claim that the fact that there is a professional dispute on the matter does not provide grounds for the Court’s intervention in primary legislation. They further argue that the law does not force parents to vaccinate their children, but merely creates an economic incentive to vaccinate. In any event, it is argued that there is no violation whose severity rises to the level of a violation of a constitutional right. The respondents believe that the Amendment promotes other aspects of human dignity, leaving no basis to determine that the bottom line is injurious.

15.Alternatively, the respondents assert that even if it is determined that a constitutional right is being violated, the violation is lawful and satisfies the conditions of the Limitation Clause. They state that the purpose of the Amendment is protection of children while ensuring their health and welfare and caring for public health in general. This, they claim, is a proper purpose the values of the State of Israel. They further claim that the purpose is not foreign and extraneous to the National Insurance Law. They also assert that the Amendment satisfies the three proportionality tests. Experience in other countries establishes the effective connection between economic incentives and the conduct of parents with respect to their children, including increasing vaccination rates. Regarding the less harmful means test, the respondents admit that other alternatives exist to incentivize the vaccination of children. However, they claim that the means chosen by the legislator do not exceed the bounds of proportionate measures. They add that the State may intervene in arrangements and regulation of conduct where there is a public good that creates a “market failure” in the actions of citizens, each of whom is relying on the immunization of the other. Finally, they claim that the proportionality requirement in its narrow sense is fulfilled, in view of the clear public interest in vaccinating children and maintaining a high vaccination rate on the one hand, and considering that the harm is limited and proportionate, taking into account the conditions and limitations set forth in the legislation regarding reduction of the allowance, on the other hand.

16.The respondents refer in detail to the issue of the repercussions of the Amendment on children in the Bedouin diaspora. They argue that following actions taken on behalf of the respondents, there is currently reasonable and adequate access of the Bedouin population to Family Health Centers. In addition, they state that the MMRV vaccination rate in the Bedouin population registered at Family Health Centers is higher than the MMRV vaccination rate in the Jewish sector.

17.Respondent 6, the Knesset, rejects the petitioners’ claims and joins the position and reasoning of Respondents 1-5.

Deliberation and Decision

Claims Pertaining to the Legislative Process

18.The petitioners raise claims concerning the enactment of the Amendment in the framework of the Arrangements Law in expedited legislative proceedings, and argue that the Amendment was born out of a coalition agreement without comprehensive ground work. These claims should be dismissed. As detailed by the respondents in their response, the Amendment emerged following the request of the Director General of the Ministry of Health in 2008, Prof. Avi Israeli, to the Ministry of Finance, in which he requested to examine the possibility of conditioning child allowances on various acts, including vaccination of children. In 2009, the issue was also introduced into the coalition agreements, but there is nothing wrong with that in itself. Following the request of the Ministry of Health, the Ministry of Finance carried out a review of similar arrangements around the world, as well as examined the vaccination data in Israel. The resulting position paper stated that the use of allowance conditioning around the world to increase school attendance and the use of preventive medicine has been proven to be effective. It further indicated that there is a phenomenon in Israel of not vaccinating infants, contrary to the Ministry of Health’s recommendation. An outbreak of tuberculosis in Israel in 2008 was mentioned, and it was emphasized that the Ministry of Health has no effective means to handle the said problem. The position paper proposed a model whereby receipt of child allowance would be conditioned upon regular attendance at an educational institution and receipt of the vaccines required by the child’s age and health condition. As part of the discussions in preparation for the Arrangements Law, several discussions regarding this proposal were held at the relevant ministries as well as before the Attorney General. In the course of these discussions, several changes were made to the model proposed by the Ministry of Finance. Later, a Government Resolution was made generally adopting the proposed model with certain changes, primarily the reduction in child allowances, rather than their denial, and the establishment of caps for the reduction in each family.

19.Following the Government Resolution, and contrary to the regular procedure in the framework of the Arrangements Law, the Ministry of Finance circulated a separate legislative memorandum in order to allow continued examination and detailed discussion on the issue. The memorandum was examined by various entities at the ministries, and the Ministry of Justice also forwarded its comments regarding the memorandum. In addition, the Finance Committee of the Knesset held a discussion on the memorandum and examined the arrangement established therein. Prior to the discussion, the committee members received an analysis on the matter prepared by the Knesset Research and Information Center, which also included positions opposing the proposed arrangement. Many entities from the various ministries and from the National Insurance Institute were present at the Committee’s discussion on June 24, 2009, as well as representatives of the Israel National Council for the Child, one of the petitioners at bar. The vaccination data in the various sectors in the State of Israel were presented to the members. On July 7, 2009, another discussion was held at the Finance Committee, and its members were informed of the removal of the condition of regular attendance at an educational institution. Finally, the Finance Committee approved the bill for a second and third reading. The law in its final version was approved by the Knesset on July 14, 2009 after a discussion that included specific reference to the issue at bar (see the Knesset minutes of July 13, 2009, available at http://www.knesset.gov.il/plenum/data/02626209.doc#_Toc258334465).

20.In order to examine the petitioners’ claims regarding the legislative proceedings described above, it is necessary to mention the case law that held that intervention of this Court in parliamentary proceedings will be limited to cases in which “the legislative process causes deep harm to material values of the constitutional regime[.]” (HCJ 6784/06 Shlitner v. The Pensions Commissioner, Paragraph 36 of the opinion of Justice Procaccia (January 12, 2011)). The test that was set out is “whether the defect in the legislative proceeding goes to the root of the proceeding, and whether it harms basic values of the constitutional regime.” (Id). It was further held that an expedited legislative proceeding, such as the Arrangements Law, does not, in itself, lead to the striking down of the law. Even in such a case, the Court will examine whether there was a defect that goes to the root of the proceeding to an extent that justifies judicial intervention, and the consequence of such a defect in accordance with the severability model. (HCJ 4885/03 The Poultry Breeders in Israel Organization Agricultural Cooperative Society Ltd. v. The Israeli Government [2004] IsrSC 59(2) 14, 42 (hereinafter, “The Poultry Breeders Organization Case”); HCJ 3106/04 The Association for Civil Rights in Israel v. The Knesset [2005] IsrSC 59(5) 567). It was further held that “even if it were proven that the legislative procedure prevented the holding of an in-depth and exhaustive discussion and impaired the ability of Knesset members to formulate a well-established position with respect to each one of the issues included in the bill, this is not enough to justify judicial intervention.” (The Poultry Breeders Organization Case, on p. 50).

21.In the case at bar, there is no room for judicial intervention in the legislative proceedings of the Amendment. Contrary to the practice with the Arrangements Law, a separate legislative memorandum was circulated on the issue in question to the various ministries for their comments. In addition, as can be seen from the chain of events reviewed above, the issue was discussed and examined by various entities; various positions were heard, a report of the Knesset Research and Information Center was prepared and data were presented regarding the success of similar arrangements around the world. In the course of the discussions, the bill was modified, narrowed, and arrangements were added in order to reduce the harm to the entitled population. The issue was also raised in the discussion at the Knesset, and objections by various Knesset Members were heard regarding conditioning the child allowances on the vaccination of children. Indeed, there may have been room for a more in-depth discussion with a broader foundation. However, this is not a defect that goes to the root of the proceeding, and therefore there is no room for the Court’s intervention based on a defect in the legislative proceeding. (See and compare HCJ 494/03 Physicians for Human Rights – Israel v. The Minister of Finance [2004[ IsrSC 59(3) 322, 330 (hereinafter, “PHR Case”)).

Regarding the Content of the Legislation

22.Before examining the constitutionality of the Amendment, we must first state the essence and purpose of the child allowance arrangement. I will then review the standpoint of the Ministry of Health and medical science on vaccines in general, and specifically on the MMRV vaccine. These reviews will lay the foundation for examining the constitutionality of the Amendment to the National Insurance Law. As part of this examination, I will examine the question, as customary, of whether constitutional rights established in Basic Law:

 

Child Allowance – the Arrangement and its Purpose

23.

24.Johnny Gal Taub Center  Social Policy Dan BenDavidEditor, 2010) (hereinafter, “Gal”); HCJFH 4601/95 Serossi v. The National Labor Court [1998) IsrLC 52(4), 817, 831; HCJ 6304/09 Lahav, The Umbrella Organization for Independent Businesspeople v. The Attorney General, Paragraphs 43-44 (September 2, 2010) (hereinafter, “Lahav Case”)). The social insurance system is supposed to ensure minimal dignified existence for all of its residents and to protect their standard of living. The system is based on the principle of social solidarity and mutual assistance. (LCA 7678/98 The Payment Officer v. Doctori [2005] IsrSC 60(1) 489, 525; Lahav Case, Paragraphs 44, 58). The purpose of the child allowances is to help families with children to bear the increasing costs of raising children. In fact, the child allowances to equalize the state of different-sized families whose level of income are equal. In addition, they help families not to fall below the poverty line due to the added expenses of having children, and protect the family against exposure to the social risk of a decline in the standard of living created as a result of expansion of the family. (Abraham Doron “The Erosion of the Israeli Welfare State in 2000-2003: The Case of Children Allowances”, Labor, Society and Law, 11 95, 106 (5766); Gal, on p. 254; Ruth Ben-Israel “Family and Social Security: From A Traditional Division of Labor to a New Division”, Menashe Shava’s book, 207, 215-216 (Aharon Barak & Daniel Friedmann eds., 2006)). Understandably, these allowances affect the welfare of the child in the family, and therefore one of the purposes of the allowance is to further the best interests of the child and caring for the children’s welfare. (NIA /04 Azulay v. The National Insurance Institute, the opinion of Deputy President E. Barak-Ussoskin (November 2, 2006) (hereinafter, “Azulay Case”); HCJ 1384/04 Betzedek – The American-Israeli Center for the Promotion of Justice in Israel v. The Minister of the Interior [2005] IsrSC 59(6) 397, 408 (hereinafter, “Betzedek Center Case”)).

25.The Competent Authority under the Invalids (Nazi Persecution) Law 5717-1957 [1978] IsrSC 32(3) 408 (hereinafter, “Sin Case”), Justice C. Cohen holds that the child allowances are not income of the insured parents, but rather escrow funds the mother is entrusted with to spend for the welfare of her children. Certainly, it was held, it is not income of the father, who does not receive the money, neither into his possession nor for his enjoyment. The Court added that “the legislator’s intention in allocating an allowance to children would be entirely thwarted and frustrated if the children’s allowance was deemed as income of their parents, and all types of authorities would be able to get a hold thereof and take it from the mouths of the children in order to collect payment from their parents.” (Sin Case, on p. 411; see also LCA 3101/00 Betiashvili v. The Competent Authority [2002] IsrLC 57(1) 183). Indeed, a ruling of the National Labor Court held that the person who is entitled to the child allowance is the insured parent and not the child directly, and that the parent does not hold the money in trust for his child in the legal sense. (Azulay Case, Paragraphs 4-5 of the opinion of Justice V. Wirth Livne). However, this Court has not ruled on the issue, and the petition filed on the opinion in the Azulay Case was dismissed in limine because it was theoretical, and did not state a position on the merits of the issue. (HCJ 967/07 Jane Doe v. The National Insurance Institute (April 29, 2007)). In addition, it should be noted that in the Azulay Case, a minority opinion was voiced by Deputy President E. Barak-Ussoskin. This position, which was based, inter alia, on the said judgments of this Court, asserted that the right to child allowance is granted to the child and not to the parent, and that the parent receives the allowance in trust in order to care for the welfare of the child.

In any event, I do not believe that we are required to decide this issue, but we should rather assume that the legislator, when determining the child allowances, had in mind the welfare and best interests of the children.

The Vaccination Program

26.The issue at bar mainly concerns the conditioning of part of the child allowance on vaccinating the child for whom the allowance is paid. Therefore, the purpose of the Vaccination Program in Israel should be briefly stated. As the respondents clarified, the professional position of the Ministry of Health is that vaccines are a means of utmost importance for protection of the health of children and of the general public. The vaccine system currently in place protects the population in general and children in particular from serious morbidity. The importance of the vaccines is not expressed merely in vaccinating children, but also in ensuring the vaccine is timely given, in accordance with the recommendations of the Ministry of Health. This was addressed in the past by Deputy President E. Rivlin:

“There is no doubt that compliance with the vaccination dates is of great importance, and it is the duty of the persons charged with it to ensure and verify that there is no unjustified delay in vaccinating infants. The schedule set for vaccinating infants was set for good reason, and it obviously must be adhered to with the utmost attention and the strictness required in such a matter.” (CA 9628/07 Shalom v. Clalit Health Services, Paragraph 6 (September 2, 2009)).

27.The Ministry of Health deems the vaccination of children to be of great importance on two levels: the first level concerns the protection of the health of the individual child receiving the vaccine. The respondents state that a vaccine is the only way to ensure protection of the individual from the diseases against which the children are vaccinated. They explain that in a world that has become a type of “global village,” there is a risk that any immigrant or tourist will bring with him diseases that are not currently found in Israel, and which may infect those who are not immunized against such diseases. The second level concerns what is termed “herd immunity.” Herd immunity protects individuals in the public who have not been vaccinated for justified reasons, such as newborn babies who have yet to reach the age in which the vaccine is administered, the elderly person whose immune system is not functioning properly, or other persons at risk with respect to their immune systems, such as people suffering from serious illnesses or undergoing chemotherapy. In addition, herd immunity protects the small percentages of individuals who were vaccinated but are not reacting to the vaccine. Herd immunity is only achieved when there is a high coverage rate of vaccinated individuals in society and so long it is maintained.

Herd immunity creates a unique characteristic with respect to the issue of children’s vaccination, since the individual decision of each parent as to whether or not to vaccinate his children has an effect on the entire public. In addition, a “free rider” problem may develop in this regard, whereby a parent will choose not to vaccinate his children on the assumption that herd immunity will protect them from the diseases against which the vaccines protect. A wide-scale phenomenon of free riders could harm the herd immunity and thus harm the general public.

28.It appears that the majority of the petitioners also recognize the importance of vaccines and their significant contribution to public health; the main dispute is about what measures should be taken in order to encourage the vaccination of children. However, the petitioners in HCJ 908/11 challenge this starting point, arguing that the effectiveness of vaccines and the severity of their side effects are in dispute. It appears to me that this position cannot change the said starting point. It seems that the position of the Ministry of Health regarding the importance of vaccines is a prevalent and very common position in Israel and around the world. (See e.g. Avraham Sahar “Opportunity Makes the Thief...” Beliefs, Science and the Vaccine Victims’ Insurance Law, 5750-1989” Medicine and Law 36 on p. 105 (2007) (hereinafter, “Sahar”); Bilhah Kahana “The Vaccine Victims’ Insurance Law – A Law that is Not Enforced” Medicine and Law 38 on p. 14 (2008)). Insofar as we are aware, to date no causal link has been scientifically proven between vaccines and neurological or other damages. However, medical science recognizes that vaccines, or to be precise, the fever caused in some children as a result of vaccination, can create a risk and cause damage to a very small percentage of children with a certain genetic predisposition who receive a vaccine. Nonetheless, it is unclear whether, even if the vaccine had not been given, damage could have been caused as a result of another fever-inducing disease. (See Tali Sagi “Comments on the Article “Opportunity Makes the Thief - Beliefs, Science and the Vaccine Victims’ Insurance Law”” Medicine and Law 36 on p. 116 (2007)). In addition, there is broad consensus that even if there is a certain risk, it is very small, and that the benefit resulting from the vaccine is much greater:

“The risk entailed in receiving the vaccine, even though it does in principle exist, is very distant and rare, while the benefit and necessity of the vaccine to the health of the child are not doubted” (CA 470/87 Eltori v. The State of Israel – The Ministry of Health [1993] IsrSC 47(4) 146, 153).

Examples from Israel and around the world can illustrate this risk. When the public immunization level declines, usually due to fears raised by vaccine opponents, there are reports of outbreaks of epidemics which were ostensibly extinct, causing severe injuries. This was the case in Britain after the rate of persons immunized against pertussis dropped to approximately 30% in early 1980; a pertussis epidemic broke out leading to the hospitalization of approximately 5,000 children and the death of twenty-eight children (Sahar, on p. 106). In Israel, an outbreak of measles occurred in 2003 among a population that did not habitually vaccinate. Within two weeks, sixty children fell ill, out of whom one child passed away from the disease. Another outbreak occurred in 2007-2008 after a sick tourist arrived from England. The disease spread among a non-immunized population and within several months 1,452 cases of measles were reported.

29.It should further be noted that the case law holds that the administrative authority, and certainly the legislative authority, may rely on expert opinion, even if there is a contradicting opinion, and the court will honor the authority’s decision between the contradicting opinions. “When a law is based on a matter within professional expertise, the fact that there are contradicting opinions on such issue does not justify striking it down.” (HCJ 6976/04 The “Let the Animals Live” Association v. The Minister of Agriculture and Rural Development, Paragraph 11 (September 1, 2005) (hereinafter, “LAL Case”); see also HCJ 1554/95 Gilat Supporters v. The Minister of Education and Culture [1996] IsrSC 50(3) 2, 19; HCJ 4769/95 Menachem v. The Minister of Transport [2002] 57(1) 235, 271 (hereinafter, “Menachem Case”)). Understandably, had there been a well-established and prevalent position among medical experts believing that the risks from the vaccines exceed the benefit, it would have affected the constitutional analysis of the Amendment being examined before us. However, this is not the factual situation. As I stated, the prevalent and recognized position worldwide is that the benefit derived from the vaccines immeasurably exceeds the risk inherent therein. (See e.g. . This position has opponents, but it appears that they are the relatively marginal minority. Therefore, this will be the starting point for the continuation of our discussion.

The MMRV Vaccine

30.As mentioned above, according to the Amendment to the National Insurance Law, the Director General of the Ministry of Health is required to publish a program of the vaccinations required. The child allowance will be reduced only for parents who have not vaccinated their children with the vaccines included in the program published. This program currently includes only one vaccine, the MMRV, also known as the quadrivalent vaccine, which is given to infants at the age of one year in a single dosage. Another dose is given to children in first grade, but this dose is not included in the Vaccination Program published. It is therefore appropriate to provide some details on this vaccine.

31.The quadrivalent vaccine, as its name suggests, protects against four diseases: measles, mumps, rubella and chicken pox. The vaccine is common in many countries worldwide. All European countries recommend a vaccine against measles, mumps and rubella. The vaccine against chicken pox is recommended in the United States, Australia, Canada, Germany, Greece, Latvia, and Japan.

32.Measles is a serious childhood disease. The disease may cause serious complications in the respiratory airways and in the nervous system. Approximately one third of patients will develop complications such as otitis media, diarrhea and keratitis. Rarer complications are pneumonia and encephalitis (one in 1000 cases). A very rare complication of the disease, which may appear approximately ten years after its manifestation, is a complication that manifests as a degenerative disease of the brain called subacute sclerosing panencephalitis and which causes serious and irreversible damage to the central nervous system, including mental deterioration and seizures. The risk of complications is higher among children under the age of five, among adults over the age of twenty, and among patients with a suppressed immune system. 1-3 children of every 1,000 patients die from the disease. Worldwide, measles is responsible for approximately twenty-one percent of mortality resulting from diseases preventable by vaccines. Measles is highly contagious, and a person who is not immunized and is exposed to a patient has a general risk of 90% of being infected. The vaccine against measles is very effective. 95% of children who receive the vaccine at the age of one develop antibodies against the disease, which give them long-term immunity. A few lose the protection against the disease after several years, and to address that, a repeat vaccine was introduced in Israel to be administered at school age. It should further be noted that in outbreaks of measles in Israel, the highest morbidity rates were of infants below the age of one, as they were not vaccinated against the disease.

33.Measles manifests in swelling in the salivary glands and in the glands beneath the ear lobe, sore throat, high fever, headaches and weakness. In approximately ten percent of patients, meningitis may develop, which manifests in vomiting and headaches. A common complication among adults is orchitis; more rare complications are an infection in the joints, thyroid, kidney, cardiac muscle, pancreas and ovary, deafness and other complications in the nervous system. Manifestation of the disease in a pregnant woman in the first trimester causes an increased rate of spontaneous miscarriage. The disease is more severe among adults and the rare mortality from the disease is mainly among this group. The vaccine against the disease is very effective. 80% of persons vaccinated with a single dosage are protected, and 90% are protected after receiving 2 doses.

34.Rubella may, in certain cases, cause complications such as encephalitis, which is more common in adults, and hemorrhaging due to a decline in the number of platelets, a phenomenon common mainly in children. Among women in the first months of pregnancy, rubella may harm the developing fetus and cause the death of the fetus or severe birth defects, which include eye defects that cause blindness, heart defects, deafness, defects in the nervous system which cause behavior disorders, and mental disability.

35.Chicken pox manifests in a high fever accompanied by a rash with blisters. Complications of the disease are pneumonia and encephalitis, a severe bacterial infection of the skin, a decline in the number of platelets and in rare cases hemorrhaging, kidney dysfunction, and even death. The disease is more severe among adolescents and adults, and is especially serious among persons with suppressed immunity who cannot receive the vaccine. Cases of death from chicken pox have been described among children treated with corticosteroids, which are frequently given as a treatment for other diseases (such as asthma). Contracting chicken pox in the first twenty weeks of pregnancy may cause birth defects in the eyes, limbs, skin and nervous system. Contracting the disease shortly after birth is especially dangerous for a newborn. Patients who have recovered carry the “varicella-zoster” virus in a dormant state in their body. This virus may, years later, or when the immune system is weakened, cause an outbreak of a disease called “herpes zoster.” This disease causes severe local pain which may last for a long time. The vaccine results in the development of protection in 85% of the persons vaccinated at the age of one year. The vaccine protects against a serious disease with complications, and giving two doses leads to a very high protection of 97%, to a point where it is impossible to identify chicken pox.

36.With respect to the MMRV vaccine, the vaccination coverage in Israel among the general population was on average 90% between the years 2006 and 2009. It should be noted that according to what we have been told, the position of professionals is that to achieve “herd immunity” with the MMRV vaccine, the vaccination coverage required in the population is approximately 95%.

Now that the factual foundation has been laid, the legal aspect shall be built upon it.

Examination of the Constitutionality of the Amendment to the National Insurance Law

37.We should first reiterate what is known: that the Court will not be quick to intervene and repeal statutory provisions enacted by parliament. In this regard, the court must exercise judicial restraint, caution and reserve:

“Indeed, striking down a law or part of it is a serious matter, not to be taken lightly by a judge. Striking down secondary legislation for conflicting with a statute is not the same as striking down primary legislation for conflicting with a basic law. By striking down secondary legislation, the judge gives expression to the desire of the legislator. By striking down primary legislation, the judge frustrates the desire of the legislator. The justification is that the legislator is subject to supra-statutory constitutional provisions, which he himself set. (See A. Barak “Judicial Review of the Constitutionality of a Statute”, Law and Governance C 403 (5756)). Nevertheless, considerable judicial caution is required.” (LAL Case, Paragraph 9).

However, I do not accept the respondents’ position that the judicial restraint required in this case is similar to that required for constitutional review in areas of economy and finance. As is known, case law mandates that this Court exercise particular restraint in areas of economy and finance, which involve far-reaching social and economic aspects. It has been held that the authorities entrusted with the economic policy should be allowed broad leeway “as the entities in charge of determining the comprehensive policy, and bearing the public and national responsibility for the State’s economy and finance.” (Menachem Case, on p. 263; see also HCJ 8803/06 Ganei Chuga Ltd. v. The Minister of Finance, comments of Justice Procaccia (April 1, 2007); Lahav Case, Paragraph 63). In the case at bar, although the Amendment to the National Insurance Law is part of the Arrangements Law, it is not a law whose essence is budgetary or economic. Although this is a socio-public matter, this is not what was meant by the special judicial restraint mentioned. As the respondents emphasized, the purpose of the Amendment is not economic and is not monetary savings. On the contrary, the purpose of the Amendment is to ensure that no child loses his allowance, since the purpose is that all children be vaccinated. Hence, I do not believe that the said case law applies to this matter. It is, however, clear the judicial restraint and reserve required by the mere constitutional review of an act of the Knesset also apply to the case before us.

38.As is known, constitutional review is divided into three stages. At the first stage, it is necessary to examine whether the law in question violates constitutional rights enshrined in the basic laws, and in the case before us, Basic Law: Human Dignity and Liberty (hereinafter, “Basic Law”). If the answer is negative, the constitutional review ends and it should be held that the law in question is constitutional. If the answer is affirmative, it is necessary to proceed to the second stage at which we examine whether the violation satisfied the conditions set in the Limitation Clause in Section 8 of the Basic Law. In order for the law to be declared constitutional, the violation must satisfy all of the conditions set forth in the Limitation Clause. If one of the conditions is not met, it is necessary to proceed to the third stage, which is the stage of the remedy for the unlawful violation. (HCJ 2605/05 Human Rights Unit v. The Minister of Finance, Paragraph 16 of the opinion of President Beinisch (November 19, 2009); HCJ 10662/04 Hassan v. The National Insurance Institute, Paragraph 24 of the opinion of President Beinisch (February 28, 2012) (hereinafter, “Hassan Case”); Lahav Case, Paragraph 75). As held in the Hassan Case, this method of constitutional analysis will be identical both when we are concerned with civil and political rights and when we are concerned with social and economic rights. (Hassan Case, Paragraph 31 of the opinion of President Beinisch).

We shall begin, therefore, at the first stage of constitutional review and examine whether, as the petitioners claim, the Amendment to the National Insurance Law indeed violates rights enshrined in Basic Law. In this framework, we will specify three principal rights that the petitioners mentioned in their pleadings: the right to a dignified life or the right to social security, the right to autonomy, and the right to equality.

The Violated Rights: The Right to a Dignified Life

39.Nowadays, no one disputes that the human dignity enshrined in Basic Law also includes the right to a minimal dignified existence, including both the positive and negative aspects of the right. This right means that “a person will be guaranteed the minimum of material resources that will allow him to sustain himself in the society in which he lives[.]” (HCJ 366/03 Commitment to Peace and Social Justice v. The Minister of Finance [2005] IsrSC 60(3) 464, 482 (hereinafter, “CPSJ Case”)). It was held that this right is at the core and nucleus of human dignity:

“Living in starvation and without shelter, while constantly searching for handouts, is not a dignified life. A minimal dignified existence is a condition not only to preserving and protecting human dignity, but also to exercising other human rights. There is no poetry in a life of poverty and deprivation. Without minimum material conditions, a person lacks the ability to create, aspire, make his choices and realize his freedoms.” (Hassan Case, Paragraph 35 of the opinion of President Beinisch).

It was further held that the right to a dignified life is not a right derived from the right to human dignity, but a right that constitutes a tangible manifestation of human dignity. (Hassan Case, Paragraph 36 of the opinion of President Beinisch; CPSJ Case, on p. 479).

40.The right to a dignified life is protected by the State using a variety of measures, systems and arrangements, and there is no doubt that the welfare legislation and allowances of the National Insurance Institute constitute a considerable and significant part of the realization of this right. The child allowances also constitute an additional tool to realize the right, since families living in poverty due to, inter alia, the expenses of raising children, can gain much assistance from these allowances and rise above the threshold that enables a dignified life. It should indeed be kept in mind that child allowances are universal allowances given according to the make-up of the family, and are not dependent on the family income. Therefore, the object of realizing a dignified life will not always be relevant to these allowances, compared to income assurance, for example, which is an allowance whose main purpose is to create a lasting safety net for families that need it. (Hassan Case, Paragraph 44 of the opinion of President Beinisch). However, there might be cases in which families on the edge of the last safety net will fall below it if they are denied the child allowance. The assumption is that “the gamut of the welfare arrangements granted in Israel provide the ‘basket’ required for a minimal dignified life.” (Hassan Case, Paragraph 46 of the opinion of President Beinisch).

41.Despite the aforesaid, I believe that in the case at bar, the petitioners have not presented a sufficient factual foundation to prove the existence of a violation of the right to a dignified life resulting from the Amendment to the National Insurance Law. As is known, a person who claims a violation of a constitutional right bears the burden of proving such violation. (Aharon Barak, Interpretation in Law – Constitutional Interpretation 374 (Vol. 3, 1994)). The petitioners bear the burden of demonstrating that after examination of the range of services provided to the family, reduction of the child allowances will cause harm to the dignity of families whose material living conditions will fall short. At the very least, and under the lenient approach, they should have presented individual cases that indicated the alleged harm; then, the burden of proof would have shifted to the State. (See the comments of President Beinisch in the CPSJ Case, on p. 492-493; HCJ 4124/00 Yekutieli v. The Minister of Religious Affairs, Paragraph 48 of the opinion of President Beinisch (June 14, 2010) (hereinafter, “Yekutieli Case”)). In the CPSJ Case, it was held that the mere reduction, even if it is a significant reduction, in income assurance allowances, does not in itself  prove a violation of the right to a dignified life, and it is necessary to examine the gamut of services and arrangements granted as a safety net in the State of Israel. “The examination is always concrete and consequential.” (CPSJ Case, Paragraph 19 of the opinion of President Barak; see also PHR Case, on p. 334; HCJ 10541/09 Yuvalim S.D.I. Ltd. v. The Israeli Government (January 5, 2012)).

42.The above is all the more relevant to the case before us. First, the petitioners did not point to any data proving their claim regarding the violation of the right to a dignified life of families to whom the Amendment will apply. The reduction in the child allowance cannot, in and of itself, establish a foundation for proving the violation. “The right to dignity, as well as the right to a dignified life, is not the right to a monthly allowance in a certain amount.” (CPSJ Case, on p. 485).

Second, this case concerns child allowances, distinguishable from income assurance allowances. As I stated, while the central purpose of the latter is to create a safety net for the realization of the right to a dignified life, this is merely one of the purposes of the child allowance. Therefore, while there are grounds to assume that denying income assurance allowance for reasons other than the existence of different sources of income violates, under the appropriate circumstances, the right to a dignified human existence of the person whose allowance was denied (see Hassan Case, Paragraph 46 of the opinion of President Beinisch), it is difficult to make a similar assumption with respect to the denial of the child allowances, and certainly with respect to their reduction. The case of child allowances therefore requires even more data-based proof of the violation of the right to a dignified life.

Third, and perhaps most important, most of the reduction in the child allowances for families who do not vaccinate their children is made after an increase of a similar amount of the child allowance, as it was prior to the Amendment. The Amendment increased the child allowance for the second, third and fourth child by NIS 100 per month for each child. At the same time, the reduction due to non-vaccination is NIS 100 per month for each child. It should be emphasized that for a family with more than three children the reduction is capped by the Amendment at NIS 300 per month, such that the reduction will be paralleled by a NIS 300 per month increase of the child allowances for that family (for the second, third and fourth children). The increase was also taken into account for families with two or three children, because for these families the maximum reduction will be NIS 100 and NIS 200 per month, respectively, equal to the increase in the child allowances that these families will receive. The only difficulty pertains to a family with a single child. In such a family, a reduction may be made in the sum of NIS 100 per month if the child is not vaccinated with the MMRV vaccine without such family receiving an increase in the child allowance to which the family is entitled. However, even with respect to such a family, it cannot be said that a violation of the right to a dignified life has been proven. As said above, data showing such a violation for a family of this type was not presented. In the absence of data, it may also be assumed that families with one child are less at risk of deprivation compared to large families. (See data thereon in the article of Yoram Margalioth “Child Allowances”, the Berenson Book on 733, 747-748 (5760)). Finally, weight should be given to the fact that even for such a family, the child allowance to which the family is entitled is merely reduced and not fully denied. In any event, “a deduction from a person’s income . . . is not the same as not granting a benefit.” (Betzedek Case, on p. 409). Where the main reduction is made following an increase of a similar amount in the allowance, it should be deemed as not granting a benefit, not as a deduction from a person’s income.

The conclusion is therefore that the Amendment does not violate the right to a dignified life.

43.I should note that insofar as the petitioners claim a violation of the right to social security, as distinguished from the right to a minimal dignified existence, they did not provide any support for its existence as a constitutional right, and made no argument as to the content of such right as distinguished from the right to a minimal dignified existence. This Court has not yet discussed the status and scope of the right to social security in Israeli law. (See HCJ 5578/02 Manor v. The Minister of Finance [2004] IsrSC 59(1) 729, 737 (hereinafter, the “Manor Case”); PHR Case, on p. 333). The petitioners did not expand on this issue, and it appears that some of them did not specify the differences between the two rights at all. Hence, I saw no room to discuss the issue of violation of this right separately. This is also the case with respect to the claim of violation of the property right. The question of whether the constitutional right to property applies to child allowances has not yet been decided in the judgments of this Court. (See the comments of Justices (formerly) Grunis and Rivlin in the Manor Case). The petitioners in HCJ 7245/10 raise this claim in a laconic and unsubstantiated manner, and I therefore also did not expand on this claim. In addition, I should note that the contractual assertion raised by the petitioners should be dismissed. No link is required between the insurance contributions collected by the National Insurance Institute and the allowances paid to entitled persons in respect of the various grounds for entitlement. (Lahav Case, Paragraph 57). Therefore, no harm is caused to the expectation of parents who pay national insurance contributions and whose child allowance will be reduced as a result of not vaccinating their children and a fortiori when the reduction in the child allowances almost fully corresponds to the increase in the amount of the allowance by the Amendment.

The Violated Rights – The Right to Autonomy and Parental Autonomy

44.The petitioners in HCJ 908/11 raised, at the center of their arguments, the violation of the right to autonomy, the right to parental autonomy and the right to parenthood. “One of the most important basic values is the value of the individual’s freedom of will” (Aharon Barak, Interpretation in Law – General Theory of Interpretation, 301 (vol. 1, Ed. 3, 1998)). This value of autonomy constitutes part of human dignity and is constitutionally protected by the Basic Law (HCJ 4330/93 Ganam v. The Israel Bar Association [1996] IsrSC 50(4) 221, 231 (hereinafter, the “Ganam Case”)). The meaning of the right to autonomy is the right of every individual to decide on his actions and wishes, according to his choices, and to act according to such choices:

 A person’s right to shape his or her life and fate encompasses all the central aspects of his or her life: place of residence, occupation, the people with whom he or she lives, and the content of his or her beliefs. It is a central existential component of the life of every individual in society. It expresses recognition of the value of every individual as a world unto him or herself. It is essential for the self-determination of every individual, in the sense that the entirety of an individual’s choices constitutes his or her personality and life.

(CA 2781/93 Ali Daka v. Haifa “Carmel” Hospital [1999] IsrSC 53(4) 526, 570 (hereinafter, the “Ali Daka Case”). The right to autonomy is a framework right from which many other rights are derived. (See Ganam Case; HCJ 7357/95 Barki Feta Humphries (Israel) Ltd. v. State of Israel [1996] 50(2) 769; see also Ali Daka Case, on p. 572). The importance of the right to autonomy was recognized especially in the context of giving or avoiding medical treatment, and it gives rise to a separate cause of action which entitles the claimant to damages. (Ali Daka Case).

45.One of the aspects of the right to autonomy is the right to parental autonomy. Parents are the natural guardians of their children. (Section 14 of the Legal Capacity and Guardianship Law, 5722-1962 (hereinafter, the “Legal Capacity Law”)). As such, they have the “obligation and the right to care for the needs of the minor, including his education, studies, training for work, occupation, and employment, as well as preserving, managing and developing his assets; also attached to this right is the permission to have custody of the minor and authority to represent him and to determine his place of residence.” (Section 15 of the Legal Capacity Law). The parents are obligated to ensure the “best interests of the minor [in the way that] devoted parents would act under the circumstances.” (Section 17 of the Legal Capacity Law). This Court’s rulings have recognized a very broad autonomy of parents in raising their children. Several reasons are presented as underlying this recognition. First, this recognition derives from the natural connection between a child and his parents. Second, it is commonly assumed that the parents, who are in charge of the family unit and know it from every aspect, will make the best decisions for the children. The supplementary assumption is that outsiders will not always be able to make the best decisions for the minor because the decisions often entail emotional aspects. Third, often these are issues on which there is no social consensus. Finally, the fact that the parents are those who will need to cope with the practical repercussions of the decision is taken into account. (LCA 5587/97 The Attorney General v. John Doe – Minor, PDI [1997] IsrSC 51(4) 830, 860 (1997)). However, it should be emphasized that the autonomy of parents vis-à-vis their children is not absolute and is limited by the principles of the child’s best interests and his rights.

46.Nevertheless, I do not believe that any harm to autonomy or parental autonomy will be recognized as constitutional harm which requires compliance with the terms and conditions of the limitation clause. Obviously, the closer the harm is to the core of the right, the greater the inclination to recognize it as constitutional violation. (See the comments of Deputy President Rivlin in CA 8126/07 The Estate of the Late Bruria Tzvi v. Bikur Holim Hospital (January 3, 2010)). “Overexpansion of the extent of the constitutional right should be avoided. Sweeping expansion of the limits of the constitutional right at the first stage, and “automatically” proceeding to the tests of the limitation clause in any case in which it is argued that legislation violates that right, may lead, in the overall balance, to an erosion of the protection granted by the basic laws.” (Hassan Case, comments of Justice U. Vogelman). It appears to me that two parameters may be examined to determine whether or not the violation will be recognized as a constitutional violation of the right to autonomy. First, the essence of the choice denied the individual should be examined. The more the harm to autonomy pertains to aspects concerning personal expression and self-realization of the person, the greater the inclination to deem it as a violation of a constitutional right. Denying a citizen of the State the possibility to marry the love of his life is not the same as denying another the option to choose the type of facilities that will be installed in the public park next to his home. A second parameter that should be examined in my opinion is the extent of coercion and denial of will. A prohibition that entails a criminal sanction is different from the denial of a minor financial benefit.

47.In the case at bar, I am not convinced that a violation of the constitutional right to autonomy or to parental autonomy has occurred. Even if I assume that the first parameter regarding the essence of the choice denied is met, the second parameter regarding the extent of the coercion is not fulfilled. The Amendment does not create an obligation to vaccinate children, nor does it impose a criminal sanction on non-vaccination. The monetary reduction that accompanies non-vaccination of children is not high and can range between NIS 100 and NIS 300 per month at most. Even if I do not disregard the fact that for some families this amount is significant, as mentioned above, it is, for the most part, a reduction of the same amount that was added to the child allowances in the Amendment to the National Insurance Law. Hence, I do not believe that the reduction in the Amendment may be deemed to violate the right to autonomy in its constitutional sense.

The Violated Rights: The Right of Equality

48.Much has already been said in the rulings of this Court on the right of equality, its status and importance, and it has been widely extolled:

The principle of equality is one of the building blocks of the law and constitutes the backbone and ‘life-blood’ of our entire constitutional regime. (Justice Landau in HCJ 98/69 Bergman v. The Minister of Finance [1969] IsrSC 23(1) 693, 698; HCJ 4805/07 Israel Religious Action Center of the Israel Movement for Progressive Judaism v. The Ministry of Education, Section 70 of the opinion of Justice A. Procaccia (July 27, 2008) (hereinafter, “IRAC Case”); HCJ 11956/05 Bashara v. The Minister of Construction and Housing (December 13, 2006)). The right of equality was recognized in our legal system in the early days of the State, when it received a place of honor in the Proclamation of Independence, and it was further established in various laws that were enacted by the Knesset over the years, and in the case law of this Court, which deemed it a ‘regal right’ and a principle which is ‘high above the other principles’.” (HCJ 2671/98 The Israel Women’s Network v. The Minister of Labor and Social Welfare [1998] 52(3) 630, 650; HCJ 2911/05 Elchanati v. The Minister of Finance, Section 17 of the opinion of Justice E. Hayut (June 15, 2008)); APA 4515/08 State of Israel v. Neeman, Paragraph 17 of my opinion (October 6, 2009) (hereinafter, “Neeman Case”)).

And elsewhere I stated:

            “It appears that no one disputes that equality is the keystone of a democratic regime and a central aspect of the relations between the individual and the State. No society can be maintained in a democratic state without equality, which is one of the derivatives of justice and fairness. Equality is a synonym for justice and fairness, as it appears to members of society in a certain period. Equality leads to justice, equality whose path is fairness. (See HCJ 7111/95 Federation of Local Authorities in Israel v. The Knesset [1996] IsrSC 50(3) 485, 502)” (HCJ 6298/07 Rasler v. The Israeli Knesset, Paragraph 18 of my opinion (February 21, 2012)).

The importance of the right of equality has been recognized and emphasized numerous times with respect to the distribution of budgets or resources of the State. “The resources of the State, whether land or money, as well as other resources, belong to all citizens, and all citizens are entitled to benefit from them according to the principle of equality, without discrimination on the basis of religion, race, sex or any other prohibited consideration.” (HCJ 1113/99 Adalah – The Legal Center for Arab Minority Rights in Israel v. The Minister for Religious Affairs [2000] IsrSC 54(2) 164, 170).

49.The right of equality, which creates the duty not to discriminate, does not mean equal treatment for everyone. It is a complex right which results from the fact that the common concept of equality seeks to give equal treatment for equals and unequal treatment for unequals. Equality does not require things to be identical. (HCJ 6427/02 The Movement for Quality Government in Israel v. The Knesset [2006] IsrSC 61 (1) 619, 677 (hereinafter, the “MQG Case”). Not every difference between people justifies distinguishing between them, but only a difference that is relevant to the matter in question. (HCJ 200/83 Veted v. The Minister of Finance [1984] IsrSC 38(3) 113, 119 (hereinafter, the “Veted Case”)). “The difference between wrongful discrimination and a permitted distinction depends, as is known, on whether a relevant difference exists between the groups that received different treatment from the authority.” (HCJ 6758/01 Lifshitz v. The Minister of Defense [2005] IsrSC 59(5) 258, 269; Yekutiel Case, Paragraph 35, 37 of the opinion of President Beinisch). In order to determine that the right of equality has been violated, it is necessary to examine who is the group of equals for the purpose of the matter at hand. The group of equals will be decided according to the purpose of the examined norm and the nature of the matter and the circumstances, as well as in accordance with common social conceptions. (HCJ 8300/02 Nasser v. The Israeli Government, Paragraph 37 (May 22, 2012) (hereinafter, the “Nasser Case”; Neeman Case, Paragraph 18 of my judgment; MQG Case, on p. 677; HCJ 1213/10 Nir v. The Speaker of the Knesset, Paragraph 14 of the opinion of President Beinisch (February 23, 2012) (hereinafter, the “Nir Case”; HCJ 4906/98 “Free Nation” for Freedom of Religion, Conscience, Education & Culture v. The Ministry of Construction and Housing [2000] IsrSC 54(2) 503, 513); Veted Case, on p. 119, 122; Yekutieli Case, Paragraph 36 of the opinion of President Beinisch).

In the case before us, it appears to me that it is possible to say that the right of equality   has been violated. As described above, child allowances are universal allowances that are granted to every family according to its composition. Their purpose is to assist in financing the expenses of raising children, and to prevent the family in general and the children in particular from becoming impoverished. Therefore, adding a condition to the receipt of the allowance that is dependent on the vaccination of the family’s children is foreign both to the structure of the allowance and to its purposes. Indeed, the child allowance serves the best interests and welfare of the children, and the assumption is that vaccinating the children is also in their best interests and protects their health. It is still a stretch to say that the condition is naturally integrated with this allowance. The main and natural condition to receiving the allowance is the number of children. Additions and conditions beyond that (apart from conditions such as residency, and without going into the issue of conditioning the allowances on income) would be foreign to the allowance, and therefore violate the right of equality. The fact that the allowances are intended for the best interests of the children also has repercussions for the determination that the right to equality has been violated. In fact, children whose parents decide not to vaccinate them are harmed twice, both by their non-vaccination and by the decision to reduce the allowances intended for their benefit. The equality group, therefore, is all parents who are insured pursuant to the National Insurance Law.

50.The petitioners argue that in principle, the national insurance allowances, the main purpose of which is social-welfare, should not be made contingent upon conditions intended to regulate behavior and achieve other social objectives that do not have a direct and close connection to the allowance granted. They emphasized that the allowances are not a prize for proper behavior. They also raise an understandable concern about the expansion of the conditions to the point of absurdity. Will it be possible to condition the granting of child allowances on the parents not smoking? On maintaining proper nutrition? On installing bars on home windows? Where will the line be drawn between behavior that ought to be encouraged through the conditioning of child allowance and that for which conditioning will not be the correct and constitutional tool? (See the comments of Members of the Knesset at the Finance Committee’s discussion on June 24, 2009).

51.“The main purpose of social insurance is to realize the State’s obligation to ensure a minimum standard of living for all of its residents, so that no person falls below the threshold of a dignified life. Social insurance, and the statutory frameworks intended to realize it, are an important component in realizing the idea of a society based on foundations of justice, equality and social care for the needy.” (Lahav Case, Paragraph 44; Johnny Gal

52.However, our work does not end here. Since we are concerned with primary legislation of the Knesset, it is necessary to examine the issue and ask whether the violation of equality in this case is a violation in the constitutional sense, i.e. whether it amounts to a violation of the right to human dignity enshrined in the Basic Law. “The Knesset has broad discretion in the task of legislation, and there are situations in which broader protection may be afforded against a violation of equality caused by an administrative authority than to one inflicted by the legislator.” (Nasser Case, Paragraph 43). In the MQG Case, an interim model was adopted for interpretation of the term human dignity in the Basic Law:

The interim model does not limit human dignity merely to humiliation and contempt, but it also does not expand it to all human rights. According to this model, human dignity includes those aspects of human dignity which find, in various constitutions, manifestation in special human rights, and are characterized by having, according to our perception, a pertinent and close connection to human dignity (whether at its core or in its margins). According to this approach, human dignity may also include discrimination that is not humiliating, provided that it is closely related to human dignity as expressing the individual’s autonomy of will, freedom of choice and freedom of action, and other such aspects of human dignity as a constitutional right.

(MQG Case, on p. 687). Not every violation of equality, therefore, amounts to a constitutional violation. In order to prove a violation of the constitutional equality, it is necessary to demonstrate that the violation of equality has a pertinent and close connection to human dignity (whether at its core or in its margins). (See also Nir Case, Paragraph 11 of the opinion of President Beinisch; HCJ 9722/04 Polgat Jeans Ltd. v. The Israeli Government (December 7, 2006); HCJ 8487/03 IDF Disabled Veterans Organization v. The Minister of Defense [2006] IsrSC 62(1) 296, Paragraph 23; Nasser Case, Paragraph 44; Lahav Case, Paragraph 76).

53.It appears that the discrimination in this case violates the constitutional right of equality as part of human dignity. The fact that a small group of residents is excluded from the group of all residents with children because of its choice not to vaccinate its children violates the human dignity of this group. The gap created between the two groups creates a sense of discrimination of the latter group, and has a close connection to human dignity. (See, similarly, Lahav Case, Paragraph 92). The violation is comprised of both the lack of respect for the belief or choice of this group not to vaccinate its children for various reasons, and the sense that other parents, whose actions may harm the best interests of their children or the best interests of the public in other ways, continue to receive full child allowances. The sense is that the legislator focused specifically on this group and on this social objective, which is the only one for which a condition is imposed on the child allowances, harming the dignity of the chosen group. (See Nasser Case). The consequence that this reduction has on the distinction between groups of children also contributes to the conclusion that the right of equality has been constitutionally violated.

However, it appears that there is no need to rule on this issue, in light of my conclusion that the above violation satisfies the requirements of the limitation clause. I will proceed, therefore, to examine the violation through the lens of the limitation clause in Basic Law.: Human Dignity and Liberty.

 

The Limitation Clause

54.It is well known that the right of equality, like other rights, is not an absolute right, and as such it requires a balancing with other rights and interests relevant to the issue in question. This balance is formed in the limitation clause set forth in Section 8 of Basic Law: Human Dignity and Liberty:

There shall be no violation of rights under this Basic Law except by a law befitting the values of the State of Israel, enacted for a proper purpose, and to an extent no greater than is required or by regulation enacted by virtue of express authorization in such law.

President Barak stated the importance of the limitation clause in the MQG Case:

This provision plays a central role in our constitutional structure. It is the foothold on which the constitutional balance between the individual and the general public, between the individual and society, rests. It reflects the concept d. (See D. Hodgson, Individual Duty Within a Human Rights Discourse (2003)). It reflects the concept that the human rights set forth in Basic Law: Human Dignity and Liberty are not absolute but rather relative. They are not protected to their full scope. The limitation clause emphasizes the concept that the individual lives within the confines of society, and that the existence of society, its needs and tradition, may justify a violation of human rights. (See re. United Mizrahi Bank Case, p. 433; re. Investment Managers Bureau Case, p. 384; APA 4436/02 Ninety Balls – Restaurant, Members Club v. The City of Haifa, PDI IsrSC 58(3) 782, 803 (hereinafter, “re. Ninety Balls Case”) (re. MQG Case, on p. 691-692).

55.The limitation clause contains four conditions, only upon the cumulative fulfillment of which will the non-constitutionality of the prejudicial law be prevented. The first condition is that the violation of the human right was made in or by a law or by virtue of explicit authorization therein. The second condition is that the prejudicial law befits the values of the State of Israel. The third condition is that the prejudicial law is intended for a proper purpose. The fourth condition is that the law violates the right to an extent no greater than is required.

56.There is no dispute that the first condition is satisfied. In addition, the petitioners did not raise claims with respect to the satisfaction of the second condition. Therefore, all that remains is to examine the existence of a proper purpose and the proportionality test.

57.“The purpose of a law that violates human rights is proper if it is intended to achieve social objectives that are consistent with the values of the State in general, and exhibit sensitivity to the place of human rights in the overall social fabric.” (MQG Case, on p. 697). It was further held that the more important the right violated, and the greater the harm, the stronger the public interest needed to justify the violation. (MQG Case, on p. 698-700; Yekutieli Case, Paragraph 44 of the opinion of President Beinisch; Nir Case, Paragraph 19 of the opinion of President Beinisch; Hassan Case, Paragraph 55 of the opinion of President Beinisch). Part of the petitioners’ claims regarding the satisfaction of the proper purpose condition focuses on the violation alone and not on its purpose. In addition, the petitioners argue that the purpose of increasing the vaccination rate is extraneous to the purpose of the allowances and may create a dangerous precedent of reducing allowances on various grounds. As I stated above, I do not believe that every conditioning of allowances is prohibited, and the fear of a slippery slope is a matter for the proportionality test. It appears to me that the purpose of increasing the rate of vaccination among children is a proper purpose which promotes an important social objective of caring for public health in general and children’s health in particular. The purpose underlying the Amendment does not focus only on children that have not yet been vaccinated, but also on additional populations that may be harmed as a result of non-vaccination of such children, including newborn infants whose time to be vaccinated has yet to arrive, populations who are unable to be vaccinated for various medical reasons, a certain percentage of the population whom the vaccination does not protect, despite being vaccinated, etc. As stated above, the diseases against which the vaccines protect might cause serious complications that compromise a person’s health and in rare cases might even cause his death. In this sense, the purpose of the Amendment has a close connection to the right to health and life. Therefore, even if we say that the Amendment seriously violates an important right, the purpose of the Amendment is sufficiently strong and important to justify the violation.

58.I further add that the purpose of the Amendment also expresses the principle of mutual guarantee. A separate question is whether encouraging vaccination could be deemed as a proper purpose if we were concerned only with the best interests of the children who have not yet been vaccinated. However, the purpose does not concern only the best interests of the children who have not been vaccinated or whose parents do not intend to vaccinate them, but the best interests of a broader population, as described above. The non-vaccination of such children may have an effect not only on their health and life, but on the health and life of a broader population. The principle of mutual guarantee, alongside the said purposes, justifies deeming the purpose of the Amendment as a proper purpose. It should be noted that this principle is not extraneous to the National Insurance Law, but rather, as I already mentioned, underlies it, albeit in a different context.

The conclusion is therefore that the proper purpose condition is satisfied. All that remains is to examine is whether the violation meets the proportionality test of the limitation clause.

59.The determination that the purpose of the violating law is proper does not mean that all of the measures taken to achieve it are legitimate. The end does not always justify the means. (Yekutieli Case, Paragraph 47 of the opinion of President Beinisch). The proportionality test was created for this situation. The test is divided into three subtests, all three of which must be satisfied in order to hold that the violation is proportionate. The first subtest is the “compatibility test” or the “rational connection test”. In accordance with this test, a connection of compatibility is required between the end and the means. The second subtest is the less harmful means test. According to this test, the legislator is required to choose a measure which achieves the legislative purpose and which least violates the human right. The third subtest is the proportionality test in the narrow sense. It examines the proper relation between the benefit derived from achievement of the proper purpose and the scope of the violation of the constitutional right.

60.It appears to me that the Amendment satisfies the rational connection test. It should be noted that several means might achieve the end. In addition, there is no need to prove that the means will definitely achieve the end, and a reasonable degree of probability of achieving the end is sufficient. (MQG Case, on p. 706; Hassan Case, Paragraph 59 of the opinion of President Beinisch). It should further be emphasized that there is no requirement that the means chosen achieve the end in full, and partial achievement, not minor or negligible, of the purpose following the use of the means chosen is sufficient. (Nir Case, Paragraph 23 of the opinion of President Beinisch; Hassan Case, Paragraph 59 of the opinion of President Beinisch). Indeed, it is impossible to know for certain whether the Amendment will achieve its objective and whether the percentage of vaccinated persons will rise significantly and create “herd immunity”, or at the very least create a broader protection for the public. However, it is possible to say that there is a sufficiently high probability that such objective will be achieved. The respondents presented data regarding the success of similar programs in countries worldwide and about the support of the World Bank for such programs. (See also Gal, on p. 256-257; report of the Knesset Research and Information Center of June 23, 2009 regarding increasing and conditioning the child allowances). In addition, data was presented regarding a similar program implemented in Israel that made the receipt of maternity allowance contingent upon delivery in a hospital in order to reduce the phenomenon of home births. The respondents report that following this legislation, the number of home births in Israel decreased significantly. Past experience therefore indicates a substantial probability of achieving the objective with this measure. It should also be added that the assumption is that some parents who do not vaccinate their children are not acting based on ideological reasons, and that there is a “free rider problem” whereby parents are in no hurry to vaccinate their children and rely on the vaccination of the entire public to protect their children against outbreaks of diseases. The respondents also indicated the difficulty of late vaccination of children, which the Amendment might solve by incentivizing parents to vaccinate their infants on time. Finally, I note that after the Amendment is implemented and real data collected regarding its repercussions, it will be possible to reexamine the reality created, and it might transpire that this reality does not meet the rational connection test or another proportionality test. (See HCJ 9333/03 Kaniel v. The Israeli Government [2005] IsrSC 60(1) 277, 293).

61.The Amendment, in my mind, the second subtest, the less harmful means test. It should be kept in mind for the implementation of this test that the court does not put itself in the shoes of the legislator, and that it will intervene only when it is convinced that the expected purpose may be achieved through the use of less harmful means –

When examining the severity of the violation and whether there is a less harmful means through which it is possible to achieve the purpose of the legislation, the court does not put itself in the shoes of the legislator. The assumption underlying the test of need is that there is maneuvering space in which there may be several methods for achieving the objective of the legislation, from which the legislator can choose one method. So long as the chosen method is within this maneuvering space, the court will not intervene in the legislator’s decision. The court will be prepared to intervene in the method chosen by the legislator only where it is possible to demonstrate that the harm is not minimal, and that the purpose of the legislation may be achieved through the use of less harmful means.”

(Yekutieli Case, Paragraph 45 of the opinion of President Beinisch). Indeed, there is a range of means for achieving the purpose of encouraging vaccination. Some of these means are more harmful than the means adopted by the legislature, and therefore are irrelevant for the purpose of the test in question. This is the case with respect to criminal sanctions on anyone who fails to vaccinate his children, as proposed by some of the petitioners, and for denying school attendance for those who cannot provide confirmation of vaccination, as is done in the United States. (James G. Hodge & Lawrence O. Gostin, “School Vaccination Requirements: Historical, Social and Legal Perspectives” 90 Ky. L.J. 831 (2001-2002)). It should further be emphasized that the economic sanction used in the Amendment is very similar to the denial of a benefit, since in the majority of cases, the reduction that will be made in the child allowance of parents who have not vaccinated their children is equal to the increase in the child allowances in the same Amendment. The petitioners refer to additional means that concern informational activities and increasing accessibility to Family Health Centers. With respect to informational activities, this is certainly an appropriate means, but it is included and precedes implementation of the Amendment itself. The respondents stated that a campaign is planned for informing the population about the law, in which the importance of vaccination will also be emphasized. Obviously, the sanction of reduction of child allowances will not be used against those who are convinced by the informational activity and vaccinate their children. Therefore, the informational means is also incorporated into the means chosen. The concern, of course, is that the informational means are insufficient in view of the vaccination “market failure,” whereby, as aforesaid, a child who is not vaccinated may be protected against the outbreak of diseases due to the vaccination of the population around him, but this failure may cause the non-vaccination of a certain population, which will cause the outbreak of an epidemic therein.

62.Regarding the accessibility of the Family Health Centers, this difficulty pertains to the Bedouin population in the Negev, and mainly to the population of the unrecognized villages in the Negev. Due to this difficulty, which the respondents recognize, the implementation of the Amendment was postponed in order to make arrangements and increase the accessibility of Family Health Centers to this population. However, the steps specified in the respondents’ response are satisfactory with respect to the level of accessibility achieved and the efforts being made to further increase it. The respondents report that there are currently forty-five Family Health Centers spread throughout the southern district, twenty-five of which service the Bedouin community: thirteen centers in permanent settlements, eight portable centers for the Bedouin villages, and centers in the Jewish settlements which also service the Bedouin population. There is also a special mobile family health unit to provide vaccinations for the Bedouin population. This mobile unit travels every day through a different location in the unrecognized villages and is intended to vaccinate children of families who have not visited Family Health Centers. The unit is operated five times a week between 8:00 and 16:00. Three centers in Bedouin settlements which were closed have been reopened and a petition filed on the matter was dismissed with consent. (HCJ 10054/09). The respondents are also working to encourage hiring of male and female nurses for Family Health Centers in the south and in the Bedouin settlements. To this end, it was decided to increase the financial incentive for such personnel, to add administrative personnel and security positions for the centers, and to add positions to make the services accessible to the population that finds it difficult to come to the centers. In June 2011, an incentive plan was formed for the personnel of the Family Health Centers in the Bedouin sector in the south of Israel, including payment of an encouragement bonus, payment of a persistence bonus, reimbursement for rent in certain cases, consideration for travel time to and from work, increased overtime pay, and provision of a mobile telephone to nurses. The respondents further state that mediators are brought in to make the services culturally accessible, and their role includes providing information about the importance of early registration with a Family Health Center. A special program financed by the Ministry of Health was established at Ben-Gurion University to train nurses from the Bedouin sector. The program’s students undertake to work in the Bedouin sector upon completion of their studies.

The current data regarding vaccination of the Bedouin population in the Negev with the MMRV vaccine should also be taken into account. According to the data, the vaccination rate for this vaccine in the Bedouin population is higher than in the Jewish sector, the rate in the unrecognized villages is 90%, and in the permanent settlements 93.5%.

It therefore appears that the less harmful means for achieving the purpose of encouraging vaccination have been exhausted, and the next step on the ladder for achieving the purpose may be at the economic level, as was done in the Amendment. The second subtest is therefore also satisfied.

63.The last question that we must ask is whether we ought to go one step further on the ladder, after previous steps have not yet achieved the desired objective. This is an ideological question, which is based on principles of balance and examines the relationship between the benefit in achieving the proper purpose and the damage that will be caused by the violation of human rights. (See MQG Case, on p. 707; Hassan Case, Paragraph 69 of the opinion of President Beinisch). In my opinion, the Amendment also satisfies this test. We should not disregard the harm that will be caused to parents who do not wish to vaccinate their children, who will be discriminated against compared to the group of child allowance recipients and will either need to be satisfied with a reduced allowance or act against their will and vaccinate their children. There is also difficulty in the distinction that may be created between strong groups in the population which can allow themselves to waive part of the child allowance in order to realize their desire not to vaccinate their children and weak groups which will be forced to choose between aggravated poverty and waiving their desire not to vaccinate their children. Conversely, consideration should be given to the fact that the violation of equality in this case is not arbitrary and is not based on any suspect distinction between different sectors. In addition, the harm was limited to reduction of the child allowance, and was also limited to a maximum amount that can be reduced. Further arrangements in the Amendment, including a right of appeal, prior notice, and increasing the allowances after vaccination also support the proportionality of the violation. On the other side is the benefit, as I have already stated, that may be significant and important to the health of those children who have not yet been vaccinated, and more importantly, to the public at large. The effect of each and every individual on the public justifies a balance which harms the individual to a limited and restricted extent for the benefit of the public. It is impossible to ignore that the individual lives within society and sometimes his acts or omissions impact the society around him:

A person is not solitary individual. The person is a part of society. (HCJ 6126/94 Sanesh v. The Broadcasting Authority, on p. 833). A person’s rights are therefore his rights in an organized society; they concern the individual and his relations with others. (HCJ 5016/96 Chorev v. The Minister of Transport, on p. 41). Hence, a person’s dignity is his dignity as a part of society and not as an individual living on a desert island. (Cr.M 537/95 (hereinafter, “Cr.M Ganimat”), on p. 413; LCA 7504/95 Yassin v. The Registrar of Political Parties, on p. 64; HCJ 7015/02 Ajuri v. The Commander of the IDF Forces in the West Bank, on p. 365)” (hereinafter, the “CPSJ Case, on p. 496-497).

A balance is therefore required between the rights of the individual and the best interests of society, a balance, which in my opinion, is proportionate in the case at bar, and within the bounds of proportionality afforded to the legislator.

Conclusion

  1. The constitutional examination of the Amendment to the National Insurance Law revealed that the Amendment indeed violates the right of equality enshrined in the Basic Law: Human Dignity and Liberty. However, this violation satisfies all of the terms of the limitation clause, such that a proper balance is struck with other rights and interests. Hence, the Amendment is proportionate and this Court will not intervene. I will mention that this Court does not examine what it would have done in the legislator’s shoes and what its preferences would have been in such a matter, but merely examines whether the legislator’s choice is within the boundaries of the range of proportionality available to the legislator. (See HCJ 1715/97 The Bureau of Investment Managers in Israel v. The Minister of Finance, [1997] IsrSC 51(4) 367, 386). I mentioned that most of the reduction in the child allowances will be executed simultaneously with the increase in the allowances set in the Amendment. I further noted the importance attributed to the vaccination of the children, not only for the health of the children themselves, but also for the health of the environment, society and the public. Thus, the conclusion I have reached is that the violation resulting from the Amendment satisfies the conditions of the limitation clause and therefore, the petition should be denied. I did not see fit to an order for costs.

If my opinion is heard, the petition will be denied and as aforesaid, there will be no order for costs.

 

  •  

Justice D. Barak Erez

  1. The petitions before us raised fundamental issues pertaining to the manner in which the State fulfills its responsibility for the health of the public in general and the welfare of children in particular. They also raised the basic issue of conditioning rights and eligibilities. In general, I concur with the comprehensive opinion of my colleague, Justice E. Arbel, and I too believe that the petition should be denied. Nevertheless, I wish to clarify my position with respect to some of the reasons that support this conclusion.

The Legal Issues

  1. In fact, the discussion of the issue that has been placed before us—conditioning a part of the child allowances on the children’s vaccination within an amendment to a law—raised several secondary issues. The first question concerns the examination of the essence and legal status of the child allowances, the conditioning of which is at the center of our discussion. Specifically, the question in this context is whether the eligibility for child allowances is an “ordinary” legal right, conferred merely by a law, or whether it constitutes a manifestation of constitutional rights. Insofar as the argument is that the child allowances embody constitutional rights, it is necessary to examine what is the constitutional right they represent. This question is important because the violation of a constitutional right is not tantamount to the violation of a legal right that does not enjoy a super-statutory status. The second question revolves around the essence and purpose of the condition for granting the allowance: the requirement to vaccinate the children as infants. As part of this question, it is necessary to examine what is the purpose of the vaccination requirement is and whether there is a link between this purpose and the objective of the child allowances. The third question focuses on the legal regime that applies to the conditioning of rights. This question is related to the first question, since the conditioning of legal rights and the conditioning of constitutional rights should not be addressed in the same manner. The fourth question is whether the distinction that was made in legislation between parents who vaccinate their children and parents who do not amounts to a violation of the constitutional right of equality. The fifth question, derived from the former questions, is how the above normative scheme affects the constitutional judicial review of the amendment to the law, in accordance with the constitutional tests of the limitation clause in the Basic Law: Human Dignity and Liberty.

Child Allowances: History and Purpose

  1. As we mentioned, the first question with which the discussion should begin revolves around the essence and objective of the child allowances, as were set in the National Insurance Law. (5755-1995 (hereinafter, the “National Insurance Law”). Because the basis for a discussion on constitutional review of the validity of a law is the status of the right violated, we should begin and by examining if, and to what extent, the eligibility to receive a child allowance is a right that enjoys constitutional protection.
  2. My colleague, Justice Arbel, articulated the purpose of the child allowances as part of the fabric of Israel’s social legislation. To this I would like to add a review of the historic development of the arrangements in the field, a development that sheds light on the ongoing use of the child allowances as a tool for promoting of social policies.
  3. In general, the child allowances were subject to many changes from the time they were first introduced in the format of legislation until the regulation thereof in our time. Generally speaking, a clear process of strengthening the universal element in granting the allowances can be pointed out. The intention is to grant child allowances to each and every family for each of its children, without taking into consideration economic data or other distinguishing criteria (distinct from past practice when they were only granted to some families or some children based on distinguishing criteria).
  4. Before the establishment of the State, payment to parents for their children was made in the form of an increase to the employees’ salary. (See Johnnie Gal, Social Security in Israel, 97 and 102 (2004) (hereinafter, “Gal”)); Abraham Doron “Policy on Child Allowances in Israel” Spotlight on Social Policy Series 1, 2 (2004) (hereinafter, “Doron, the “Allowances Policy” ”)).
  5. After the establishment of the State in 1950, the Kanev Committee submitted the Inter-Ministerial Report on Social Security Planning (1950), which included reference to a “children’s grants” plan (See Abraham Doron, In Defense of Universalism –The Challenges Facing Social Policy in Israel, 128-129 (1995) (on the report and its importance)). The report determined that this plan would only be implemented in the last stage of the introduction of social insurance in Israel because its performance was not economically feasible in the immediate future. Nevertheless, striving to increase the birth rate in Israel, the then prime minister, David Ben-Gurion, introduced a monetary prize to families with ten children and more. (Gal, on p. 103). Starting from the early 1950’s, proposals were made to grant allowances, and in the second half of that decade, the government began to demonstrate preparedness to consider the idea. (Meir Avizohar, Money to All – The Development of Social Security in Israel 67 (1978) (hereinafter, “Avizohar”)).
  1. The first piece of legislation that dealt with child allowances was adopted in 1959 as an amendment to the National Insurance Law. (National Insurance Law (Amendment) (No. 4), 5719-1959 (hereinafter, “Amendment 4”)). The initiator of the legislation was the Minister of Labor, Mordechai Namir (hereinafter, “Namir”). In the background was a mass immigration from Middle Eastern countries that included large families whose breadwinners did not, at the time, adequately integrate into the labor market. The legislative initiative was thus derived from the social-economic gap created between the immigrant families and long established families in Israel, which were characterized by a smaller number of children on average. (Knesset Minutes 27, 2693-2642 (1959); Giora Lotan, Ten Years of National Insurance – An Idea and its Fulfillment 38 (1964)). Some argue that the Wadi Salib events in 1959 were a material catalyst to the enactment of the law (Gal, on p. 103, Avizohar, on p. 68-70) and this appears to have partial support in a discussion that was held in the Knesset (Knesset Minutes 27, 2642 (1959)). More generally, it can be said that the payment of the allowances was the first stage of a process that increased the involvement of the National Insurance Institute in reducing poverty and economic and social gaps in the population. (Ester Sharon, The Child Allowances System in Israel: 1959-1987 Where did it come from and where is it going? 3 (1987) (hereinafter, “Sharon”)).
  2. The allowance payments were consistent, in principle, with the basic principles of national insurance in Israel, in the sense that they were granted on a universal basis, independent of income level. However, the allowance was initially granted only to families with at least four children, and only for children under the age of fourteen. (Michal Ophir and Tami Eliav, Child Allowances in Israel: A Historical View and International Perspective (2005) (hereinafter, “Ophir and Eliav”)). Minister Namir explained that these conditions were imposed for budgetary reasons, and that the aspiration was to lay down an infrastructure that would be expanded gradually. The deliberations on the scope of Amendment 4 were not particularly heated despite reservations on its small scope. Knesset Members supported Amendment 4 and expressed their hope that the terms of eligibility would be expanded in the future, and that it would presently succeed in encouraging births, eradicating poverty and enforcing equality among the various groups in Israeli society. (Knesset Minutes 27, 2667-2680 (1959)).
  3. In 1965 the child allowances were expanded in several respects. First, the allowances were paid for all minor children, with no age distinction (that is, until the age of 18). Second, the allowance paid by the National Insurance Institute was accompanied by an employees’ children allowance that was only paid to salaried employees by their employers for their first three children, and was financed by the National Insurance Institute. Therefore, this allowance, unlike the regular child allowance, was deemed as taxable income. (See: The National Insurance Law (Amendment Number 12), 5725-1965, Statutes 461, 208; The National Insurance Regulations (Employees’ Children Allowance) (Part-Time Employees and Employment Seekers), 5725-1965 which were promulgated by virtue of Sections 31K and 115 of the National Insurance Law, 5714-1953; Gal on p. 103). In addition, in the early 1970s, an additional allowance was introduced for families with four or more children, if a family member served in the security forces (hereinafter, the “Military Veterans Allowance”). This payment was made directly from the National Insurance Institute and was exempt from tax. (Regulations on Grants to Soldiers and their Families, 5730-1970, Regulations 2605, 2180, promulgated by virtue of Section 40(B1)(2) of the Discharged Soldiers Law (Reinstatement in Employment), 5709-1949). In 1975, this payment was expanded to also apply to families with three children. (Regulations on Grants to Soldiers and their Families (Amendment), 5735-1975, Regulations 3298, 1001). Over the years, payments were also made to additional families, who did not fulfill the statutory condition of a military service; ultra-orthodox families received additional payments from the Ministry of Religion and families of new immigrants received such payments from the Jewish Agency. (Gal, on p. 104; Eliav and Ophir, on p. 5-6; Yoram Margaliot “Child Allowances” Berenson Book, Second Volume – Beni Sabra 733, 745 footnote 40 (Editors, Aharon Barak and Haim Berenson, 2000) (hereinafter, “Margaliot”)).
  4. We can therefore summarize that in general, in the first half of the 1970’s, financial support was provided to relatively large families in several formats: first, universal child allowances were given by the National Insurance Institute; second, additional allowances were given in the Jewish sector to families for their children (whether Military Veterans Allowances or other allowances); third, employees’ children allowances were paid to salaried employees by their employers, and were taxed. These mechanisms were added, of course, to other welfare payments to which the families were eligible based on their individual economic condition. Additionally, families with a relatively high income enjoyed tax benefits which took the family size into consideration. However, this benefit was only enjoyed by families with a relatively high income, whose income was taxed. The incompatibility at the time between the various benefits and the understanding that families with many children constitute a more impoverished group together were a catalyst to a reform in the system. (The National Insurance Bill (Amendment Number 12), 5733-1972, Government Bill 1022, 30; The Amendment to the Income Tax Ordinance Bill (Number 18), 5733-1972; The Government Bill 1022, 31; The National Insurance Law (Amendment Number 12), 5733-1973, Statutes 695, 142; Raphael Rotter, The Reform in Child Allowances in Israel (1972); Arieh Nitzan, Twenty Years of National Insurance in Israel (1975) (hereinafter, “Nitzan”)).
  5. The policy with respect to allowances underwent further turmoil following the recommendations of the Ben-Shahar Committee on the subject of the income tax reform in 1975. (Report of the Committee for Tax Reform – Recommendations for Changes to the Direct Tax, 25A-26A (1975)). Pursuant to the committee’s recommendations, the double treatment of the child allowances—within tax law and national insurance law—was discontinued, and it was decided to grant tax-free allowances on a universal basis to all families of salaried and non-salaried employees for all children in the family, starting with the first child, until they reach the age of 18. (National Insurance Law (Amendment Number 17), 5735-1975, Statutes 773, 152; Sharon, on p. 9-11).
  6. The trend of expanding eligibility changed in the 1980’s to the desire to reduce public expenditure. The scope of allowances was reduced. In addition, the child allowances for the first two children, in families of up to three children with a marginal tax rate on the main breadwinner’s salary of at least 50%, were taxed. (Amendment to the Income Tax Ordinance (Number 59) Law, 5744-1984, Statutes 1107, 64; Sharon, on p. 11-12). In 1985 a tax was also imposed on the child allowance for the third child in families with up to three children and the marginal tax rate was reduced. In addition, the universal payment of the child allowance for the first child was revoked, except for low-income families. (The Arrangements Law for an Emergency in the State Economy, 5746-1985, Statutes 1159, 20; Sharon, on p. 12-13). The 1985 arrangement was supposed to remain in effect for only one year, but it “survived” (with various changes pertaining to the income test’s threshold amount) until 1993. (Ophir and Eliav, on p. 8; Sharon, on p. 12-13).
  7. The pendulum swing child allowances policy continued in full force in the 1990’s. At first, the trend of reducing the universality which characterized the granting of the allowances at the end of the last decade continued, and the eligibility of small families not defined as “in need” was significantly reduced. Later, the trend was one of expansion, while strengthening universality in granting the allowances. In this decade, the following changes occurred: the conditioning of eligibility for the allowance on the family size was revoked; the Military Veterans Allowances were gradually cancelled; the allowances for large families were gradually increased. (The Arrangements Law for an Emergency in the State Economy (Amendment Number 15), 5750-1990, Statutes 1328, 188; The Arrangements in the State Economy Law (Legislative Amendments), 5751-1991, Statutes 1351, 125 (Indirect Amendment to the Arrangements Law for an Emergency in the State Economy, 5746-1985); The Income Tax Law (Temporary Order), 5753-192, Statutes 1407, 22 (Indirect Amendment to the Arrangements Law for an Emergency in the State Economy, 5746-1985); The Arrangements in the State Economy Law (Legislative Amendments for Attaining the Budget Goals), 5754-1994, Statutes 1445, 45 (Indirect Amendment to the Discharged Soldiers Law (Reinstatement in Employment), 5709-1949); Dalia Gordon and Tami Eliav “Universality v. Selectivity in the Granting of Child Allowances and Results of Performance Limitations” 50 75, 78 Social Security (1997) (hereinafter, “Gordon and Eliav”)).
  8. The turmoil continued, even more forcefully, in the following decade. In 2001, the child allowance rate for large families was significantly increased—starting with the fifth child. However, shortly thereafter, a gradual cutback began in all allowances, including the child allowances, in order to reduce public expenditure. Another fundamental change that occurred in this period was equalizing the allowance given for each child in the family, irrespective of his birth order. At the same time, the attempt to reinstate the Military Veterans Allowances failed. (See Doron “The Allowances Policy”, on p. 4; Abraham Doron “Multiculturalism and the Erosion of Support for the ‘Welfare State’: The Israeli Experience” Studies on the Revival of Israel 14 55, 63-64 (2004)); Knesset Research and Information Center, Child Allowances in Israel: A Historic Review – an Update 8 (2008)).
  9. The issue before us is related to an additional stage in the development of the policy on child allowances within Amendment No. 113 of the National Insurance Law, which was enacted as part of the Economic Streamlining Law. (Legislative Amendments for Implementation of the Economic Plan for 2009 and 2010), 5769-2009 (hereinafter, the “Amendment”)). As part of the Amendment, the allowances for the second, third and fourth child in the family were gradually increased by 100 shekel per month for each child, and eligibility to receive the full amount of the allowance was made contingent on the vaccination of the children.
  10. This short historical review of the eligibility for child allowances reveals several important things. First and foremost, it demonstrates how eligibility for child allowances has always served as a platform for the promotion of national public objectives (for example, the encouragement of births and reduction of social gaps), which go beyond the narrower purpose of supporting the family’s finances. For example, in a discussion held in the Knesset on Amendment 4, which gave rise to the child allowances for the first time, Minister Namir stated the following:

The law was intended to achieve three goals that are social demographic and economic in nature: a) to ease the difficulties in the social condition of weak parts of society; b) to stop signs of negative trends in our demographic development c) to remove several errors and anomalies in the field of employment and distribution of wages in the factories, in relation to the employees’ family status.” (Knesset Minutes 27, 2639 (1959)).

  1. The legislative history also demonstrates the fact that over the years, the child allowances expressed a different and changing welfare policy. In other words, the tool remained one, but into it were cast various objectives, or at least secondary objectives. The goal of reducing poverty among children hovered, throughout the year, over legislation concerning the child allowances indirectly and directly. However, in each of the periods reviewed, alongside the purpose of eradicating poverty stood additional purposes. In fact, even Amendment 4, which gave birth to the child allowances, was intended to provide a response, according to its legislators, to demographic data regarding births in Israel. An additional purpose at the time was bridging the social gaps created between various groups of immigrants in order to promote their integration in Israel.
  2. The recurring oscillation between the expansion of eligibility for allowances for small families, and its reduction for large families, marks the tension between the perception that, in general, the State’s role is to contribute towards the cost of raising children ,together with their parents (Doron “The Allowances Policy”, on p. 2), and the perception that child allowances provide a way to fulfill other roles the State has taken upon itself, such as reducing unemployment and gaps in society and encouraging births. (Margaliot, on p. 734-754). In practice, we have learned that child allowances constituted, throughout the years, a means of realizing various social and economic goals that were placed at the top of the political agenda in each period. For our purposes, it is important to note the following information: child allowances are supposed to promote the welfare of families raising minor children. However, the child allowances are not paid in correlation with the family’s economic situation (and in this they differ from income assurance payments). (Compare: HCJ 5578/02 Manor v. The Minister of Finance [2004] IsrSC 59(1) 729 (hereinafter, “Manor Case”), in which former President A. Barak referred to the old-age pension and held that unlike the income assurance allowance, this one is not intended to guarantee a dignified minimal existence). At most, it might be said that they are provided according to the estimated needs of families raising children. (Compare: Abraham Doron, The Welfare State in an Age of Change 72 (1987)). Additionally, the purpose of promoting the economic welfare of families who are raising children is not the sole purpose of the allowances.
  3. Thus, it can be determined that in view of the many aspects of eligibility for child allowances, as well as the changes it has undergone through the years, the objective of the allowances is a broad objective of striving to promote the welfare of the children in the Israeli society, as well as to promote the social policy of the government at a given time. This insight is important in continuing the discussion on the legal status of the allowance.

Child Allowances: Legal Rights or Constitutional Rights

  1. Child allowances are currently given by virtue of a law—the National Insurance Law. Does the right to receive child allowances as it they are granted today constitute an exercise of a constitutional right? Like my colleague, Justice Arbel, I too believe that it was not proven before us that this is correct at this time.
  2. The ruling on this issue is relevant to the continuation of the constitutional examination process, since the conditioning of the legal means for exercising the constitutional right is not tantamount to the conditioning of the constitutional right itself. Indeed, without legal means for exercising the constitutional right, the right may remain as an empty normative shell, void of content. There may certainly be situations where either the conditioning or denial of the means to fulfill the constitutional right will amount to a violation of the right itself. However, this should be examined in each and every case. This can be compared to a two-story building: on the upper floor is the constitutional right itself; on the lower floor are the means for its fulfillment. Too severe of an injury to the foundations of the lower floor, by conditioning or otherwise, will result in harm to the upper floor, the floor of the constitutional right, and undermine protection. Thus, the question is whether the petitioners have successfully shown that conditioning eligibility for child allowances amounts to a violation of a constitutional right. Additional examples that illustrate the importance and relevance of this distinction can be found in case law regarding the violation of the right of access to the courts. For example, it has been held that a person does not have a vested right to exercise the right of access to the courts through a specific procedural proceeding. Therefore, limiting the ability to file a class action does not necessarily amount to a violation of the right of access to the court. (See and compare: HCJ 2171/06 Cohen v. The Chairman of the Knesset, paragraphs 21 and 24 (August 29, 2011)).
  3. Child Allowances and the Right of Dignity – Indeed, this Court’s rulings have repeatedly emphasized that the protection of the right to a dignified human existence falls within the scope of the protection of the right of human dignity enshrined in the Basic Law: Human Dignity and Liberty, and that its protection is identical to the protection given to the other basic rights. (HCJ 366/03 The Association for Commitment to Peace and Social Justice v. The Minister of Finance, [2005] IsrSC 60(3) 464, 482-484; HCJ 10662/04 Hassan v. The National Insurance Institute (February 28, 2012), paragraphs 34-36 (hereinafter, “Hassan Case”)). However, a distinction should be drawn between the constitutional right and the legislative and administrative means that are used for its fulfillment. The right to dignified human existence does not have to be fulfilled through the payment of child allowances, and in the present legal situation it is not even clear that this is the purpose for which they are paid. As a matter of policy, and in order to promote various national public objectives, the Israeli legislature has chosen to provide for the welfare of families with children, irrespective of their economic situation.
  4. In legislative conditions in which the State does not provide a means of existence for weakened populations, payment of child allowances may, de facto, guarantee their dignified existence. Nevertheless, at this time, it has not been proven to us that eligibility to receive child allowances was intended to maintain a dignified human existence or that it is essential to its protection, and therefore, under these circumstances, conditioning the eligibility is not in itself conditioning of a constitutional right. Nothing in the aforesaid negates the possibility to prove that, in a specific case, or following other changes in the welfare system in Israel, cutbacks in child allowances will violate the rights of individuals to basic conditions of a dignified existence. As mentioned, this has not been argued before us and was consequently not proven. It should be added that Section 68(c) of the National Insurance Law orders an increase in the regular child allowance payment for the third and fourth child when the parent is eligible for an income assurance allowance or support payments through National Insurance, but the amendment to the law before us has no ramifications on this special increment and does not derogate therefrom.
  5. Child Allowances and the Right to Property – The petitioners also argued that the eligibility for child allowances is a property right protected by the constitutional protection of property under the Basic Law: Human Dignity and Liberty, through application of such protection to “new property.” Indeed, through the years, the term “property” has been attributed a broader and more realistic understanding. Currently, rights vis-à-vis the State (the right to a license, the right to an allowance) are no less important to a person’s financial situation than classic rights of property, and their importance may even exceed that of classic property rights, as demonstrated by the scholar Reich in his classic article on the issue. (Charles Reich, New Property, 73 Yale L. J. 733 (1964)). The legal protection of new property was also recognized in the judgments of this Court. (See HCJ 4806/94 D.S.A. v. The Minister of Finance, [1998] IsrSC 52(2) 193, 200-202; HCJ 4769/95 Menachem v. The Minister of Transport [2002] IsrSC 57(1) 235, 275), which also recognized certain welfare allowances as new property (Manor Case, on p. 739). However, recognizing rights vis-à-vis the State as property cannot be identical in all characteristics to the protection of traditional rights of property. When the State wishes to expropriate a plot of land owned by a person it is a violation of property that requires constitutional justification and is required to satisfy the tests of the limitation clause. It would be improper to apply precisely the same legal regime to a situation in which the State is seeking to reduce eligibility given to a person by the State treasury. The eligibility for child allowance payments for example, expresses, inter alia, the economic and social policy in place at the time the eligibility was granted. Adopting the approach that the scope of eligibility for an allowance as it was set in the past has become a property right in its classical sense, would lead to the conclusion that the State is very limited, more than it should be, in the possibilities available to it to change its social and economic policy. (Compare: Daphne Barak Erez, Administrative Law, Volume A, 50-52 (2010) (Barak Erez, Administrative Law); Daphne Barak Erez, Citizen-Subject-Consumer – Law and Government in a Changing State 32-33 (2012) (hereinafter, “Barak Erez, Citizen-Subject-Consumer”). This perception is contrary to the democratic perception to practical needs, and to the justified recoiling from “sanctifying” the status quo (which occasionally may also reflect unjustified bias toward strong groups that acted in the past to enact laws that benefitted them). Obviously, if the eligibility for child allowances was required for the protection of dignified human existence, this would have been a good reason to impose restrictions on its reduction. In addition, rights to receive allowances from the State must be protected in that they must be granted equally and changes to them must take into consideration legitimate reliance upon them. Furthermore, there may be room for additional distinctions such as a distinction between an allowance based on an insurance mechanism or a feature of savings via mandatory payments that were made over the years (such as an old-age pension; see Manor Case, on p. 739), and an allowance that was granted in the form of a one-time grant (compare Daphne Barak Erez “The Defense of Reliance in the Administrative Law” Mishpatim 27, 17 (1996); HCJ 3734/11 Haim Dudian v. The Knesset of Israel, paragraphs 24-25, (August 15, 2012)). In any event, the argument that “what was will be”, in itself, cannot be sufficient.
  6. To emphasize further, holding that there is no constitutional right to receive support from the State in the form of child allowances, does not mean that this eligibility is not significant. Moreover, once the State has chosen to pay child allowances under law, it is required to do so in a manner that complies with constitutional standards and in this context to ensure, among other things, that payment of the allowances will be made equally and indiscriminately (as distinct of course, from the setting of legitimate conditions to the receipt of the allowances), as will be explained below.
  7. As Justice Arbel mentioned, the argument regarding violation of rights was also raised before us with a special emphasis on an alleged violation of the rights of the children for which the allowances are to be paid, separately from their parents’ rights. This argument is supported by the current perception that recognizes children’s rights and does not merely support a paternalistic protection of their interests. (Compare: CA 2266/93 John Doe, Minor v. John Doe [1995] IsrSC 49(1) 221, 251-255; Yehiel S. Kaplan “The Child’s Rights in Israeli Case Law – The Beginning of the Transition from Paternalism to Autonomy” Hamishpat 7 303 (2002)). This development is indeed very significant. Nonetheless, under the circumstances of this case, it cannot change the framework of the discussion. First, it is important to note that the distinction between the rights of children and protecting their best interests without asking their opinion is important in situations where it is possible to consider the child’s autonomy of will. However, our case focuses on young infants who, undisputedly, cannot take an autonomous and rational stance on the question of whether to be vaccinated. It should be emphasized in this context that the statutory scheme explicitly orders the continued payment of the allowance even if the children were not vaccinated, once the early infancy period proper for vaccination passes. Second, the petitioners’ argument regarding the amendment’s violation of the child’s rights was made generally without stating which of the rights has been violated. The discussion we conducted clarifies that the contingent reduction of the child allowances does not violate, in itself, a constitutional right, including constitutional rights of children (unless it will be invalid for another reason, such as discrimination, an issue that will be examined separately below). To a certain extent, the argument of a violation of the children’s rights in this case wishes to repeat the argument regarding the violation of the parents’ autonomy to make decisions with respect to their children’s best interests. This tension frequently underlies decisions on the best interests of children and repeatedly arises, for example, in relation to decisions regarding the children’s education. (Compare: Yoram Rabin, The Right of Education 121-124 (2002)).

The Objective of the Vaccination Requirement: Between Rights and the Public Interest

  1. Based on all that has been said thus far with relation to the legal status of the child allowances and the objective underlying them, it is necessary to address the second question regarding the objective of the Amendment that conditions part of the eligibility for the allowance on vaccinating the children.
  2. The policy on the vaccination of young children is currently considered a very important tool in the protection of children’s health – both from the aspect of each child’s right to good health and the aspect of the public interest in eradicating epidemics which claimed many victims in the past. (See for example: David E. Bloom, David Canning & Mark Weston, The Value of Vaccination, 6 World Economics 15 (2005); Saad B. Omer and others, Vaccine Refusal, Mandatory Immunization, and the Risks of Vaccine-Preventable Diseases, 360(19) New England J. Medicine 1981 (2009)). The State of Israel has excelled since its establishment in operating Family Health Centers, which were an important element in ensuring the population’s health. This public health operation ensured the vaccination of children, for their benefit and for the benefit of the population as a whole.
  3. Through the years, criticism was voiced against the sweeping policy of child vaccination. Some parents refrain from vaccinating their children for various reasons—both because of a belief that vaccinations are dangerous to children’s health and because of a position that prefers “natural” immunization, acquired over the years via “natural” contraction of diseases. So long as those refraining from vaccinations are a minority, choosing this alternative is ostensibly a rational alternative for the relevant persons because of the effect known as “herd immunization;” that is, the phenomenon wherein those who are not vaccinated are in fact protected from contracting diseases when most of the people around them are properly vaccinated. Thus, there is a risk of free riders here, and if it increases it may eventually compromise “herd immunity,” which weakens as the rate of non-vaccinated persons rises. In fact, the decision to vaccinate has characteristics of the “prisoner’s dilemma:” it is a decision that must be made in conditions of uncertainty with regard to the acts of others, and whose benefit from the perspective of the individual also depends on the behavior of such others. Individuals facing the decision whether to be vaccinated will always tend not be vaccinated (provided that others are being vaccinated), purely out of promotion of self-interest. This is a classic case of a “market failure” that justifies intervention. (See also Christine Parkins, Protecting the Herd: A Public Health, Economics, and Legal Argument for Taxing Parents Who Opt-Out of Mandatory Childhood Vaccinations, 21 S. Cal. Interdisc. L. J. 437 (2011)). De facto, there is a decline in child vaccination. The professional opinion of the Ministry of Health, supported by clear professional opinions on the matter, is that the decline in child vaccination constitutes a health risk, both to the children themselves and to the population as a whole (due to the risk of contracting diseases from children who were not vaccinated and later contract serious diseases).
  4. The new Amendment to the law was intended to provide a response to the problem presented above. This problem is also present in other countries, and a spectrum of responses to situations of non-vaccination of children can be pointed to. (See in general: Daniel Salmon and others, Compulsory Vaccination and Conscientious or Philosophical Exemptions: Past, Present and Future, 367 Lancet 436 (2006)). Among the well-known examples, the United States and France represent a rigid approach to the enforcement of the vaccination obligation. In France, the Code of Public Health (Code de la Sante Publique) states that parents and guardians of children are personally responsible for their vaccination, and proof of proper vaccination must be presented upon the child’s acceptance to an educational institution. (Section L3111-2 of the code). Alongside the aforesaid obligation, criminal sanctions of up to six months imprisonment and a fine were set forth. (Section L3116-4 of the code). A mandatory vaccination policy is also common in the United States. The means employed, as well as the scope of the limited exemptions granted on religious freedom or freedom of conscience grounds, vary between the different states, as these issues are regulated on a state, and not a federal, basis. However, it appears that a central means used is the imposition of a limitation on the enrolment of children in schools when they are not vaccinated in accordance with the basic vaccination plan, because of the concern that others will be infected. Constitutional petitions that challenged laws that imposed vaccination obligations were rejected, based on the recognition of the importance of vaccinations to public health. (See Jacobson v. Massachusetts, 197 U.S. 11 (1905) (a general discussion of the vaccination obligation); Zucht v. King, 260 US 174, 176-77 (1922) (a specific discussion on the conditioning of school enrollment on vaccination). Alongside the aforesaid, additional sanctions were used over the years, including setting a statutory vaccination obligation whose violation entails a fine and cutbacks in municipal education budgets. In the city of New York, for example, it was decided to impose fines on schools that accept unvaccinated children, even when they fall within one of the exceptions that allow parents not to vaccinate their children. The fine is imposed for each day in which an unvaccinated child was present on school grounds. In this manner, the city of New York wished to create an incentive for parents to vaccinate their children, since failing to do so compromises the school’s budget and the level of education it is able to provide. (See further: Alan R Hinman, Walter A Orenstein, Don E Williamson & Denton Darrington, Childhood Immunization: Laws That Work, 30 J. L. Med. & Ethics 122, 123 (2002); Gary L Freed, Victoria A Freeman & Alice Mauskopf, Enforcement of Age-Appropriate Immunization Laws, 14(2) Am. J. Prev. Med. 118 (1998); D. Isaacs, H. A. Kilham & H. Marshall, Should Routine Childhood Vaccinations be Compulsory?, J Pediatr. Child Health 40(7) 392, 395 (2004); Anthony Ciolli, Religious & Philosophical Exemptions to Mandatory School Vaccinations: Who Should Bear the Costs to Society?, 74 Mo. L. Rev. 287 (2009); Ross Silverman, Litigation, Regulation, and Education – Protecting the Public's Health through Childhood Immunization, 360(24) New England J. Medicine 2500 (2009)).
  5. Unlike in the United States, there is no norm of mandatory vaccination as a condition to the acceptance of children to school in Canada. In fact, only two provinces of Canada, Ontario and New Brunswick, have a statutory vaccination requirement. Nevertheless, an inspection of the education legislation of Ontario shows that alongside the requirement to vaccinate children as a precondition to their enrollment in the education system, a fine of up to $1,000 is also imposed on parents who fail to vaccinate their children. (Education Act, SNB 1997, c E-1.12, s 10; Immunization of School Pupils Act, RSO 1990, c I.1, s 3-4).
  6. A different approach prevails in Australia, where monetary incentives are given to parents who respond to the vaccination plan. This is, to a certain extent, in the spirit of the solution chosen by the Israeli legislator. This approach is recognized in academic literature as more respectful of the parents’ autonomy, and ethically appropriate, insofar as it does not endanger the lion’s share of welfare payments for children. (See David Isaacs, An Ethical Framework for Public Health Immunisation Programs, 23(5-6) NSW Public Health Bulletin 111,114 (2012).
  7. The comparative law was reviewed merely to illustrate the variety of means employed by other legal systems in a similar context. Obviously, these examples themselves cannot dictate the outcome. However, they emphasize several points that ought to be discussed. First, they show that the issue of child vaccination and imposing sanctions in this context (even when they may indirectly harm the children themselves) are also present in other systems to promote the welfare of the children themselves and the welfare of the public. Second, other systems went as far as imposing sanctions, which may be deemed harsher than those methods adopted by the Israeli legislature. These sanctions may indeed serve more closely the purpose of achieving the result of vaccinating children (due to their weight), but they simultaneously entail more severe harms to the children and their parents (including the imposition of fines or prevention of the children’s studies in educational institutions). I will mention these alternatives again when addressing the limitation clause.
  8. And now: the Amendment discussed before us was intended to achieve a double purpose of protecting the health of infants, for whom contracting the diseases against which the vaccine protects may be dangerous and at times even lethal, and protecting public health as a matter of national medical policy through the creation of  “herd immunity”. This double purpose will also be important for our later discussion regarding the limitation clause. At this point it can also be said that the double purpose of the law does not mandate a direct confrontation with the discussion on the limits of paternalism. As is known, the classification of a legal rule as paternalistic is made through the prism of the grounds underlying it. Therefore, the more the legal rule intervenes in the individual’s autonomy of will for the sole purpose of protecting him and his welfare from his own actions, the more likely we are faced with a paternalistic rule. More specifically, in our case we have a paternalistic rule which intervenes in the parents’ autonomy of will in order to stop them from making a mistake, as the issue is perceived by the Ministry of Health. The question of the appropriate limits of paternalism has been extensively discussed and this framework is too narrow to discuss it. (See, for example: John Stuart Mill, On Liberty (Arieh Simon, Translator, 1946); Peter De Marneffe, Avoiding Paternalism, 34(1) Philosophy and Public Affairs 68 (2006); Gerald Dworkin, Moral Paternalism, 24(3) Law and Philosophy 305 (2005)). For purposes of the current discussion it is important to state on this issue the following two points. First, it is evident that those engaged in the legislative work were aware of the difficulties caused by over-intervention in the decisions of individuals. Thus, for example, the drafters of the law refrained from setting a statutory vaccination requirement, the breach of which entails a punitive sanction; instead, they were satisfied with the creation of an economic incentives scheme, which leaves parents a wider array of choices. The fact that it is only the increase in the allowances that is made contingent on the vaccination of the children, while leaving the base allowance intact suggests the same. Second, it is certainly doubtful whether we have before us a paternalistic rule in the full sense of the word, considering that the Amendment was intended not only to protect the children and their parents from themselves, but also to protect the general public against the outbreak of diseases. It seems that the duty of the Ministry of Health to institute preventive measures to eradicate diseases that threaten public health cannot be disputed.
  9. Moreover, since the Amendment was intended to promote the protection of the health of children in the State of Israel, it should not only be deemed as a means that violates rights (in the name of an important public interest), as the petitioners argued, but also as a means intended to promote rights in a positive manner—in this case, the children’s right to health. The above fits in with the general perception of Basic Law: Human Dignity and Liberty, pursuant to which the protection of basic rights is not merely reduced to a negative protection against the damaging power of government, but also extends to a positive protection which reflects the government’s duty to operate in an active manner for the protection of basic rights. While according to Section 2 of the Basic Law: Human Dignity and Liberty “[t]here shall be no violation of the life, body or dignity of any person as such” (and here the negative protection of these rights is expressed), according to Section 4 of Basic Law: Human Dignity and Liberty “[a]ll persons are entitled to protection of their life, body and dignity (in other words, the government is also required to positively promote these rights).” Although the question regarding the scope of the constitutional right to health has yet to be decided, there is no doubt that striving to guarantee basic conditions of good health falls within the boundaries of the right to human dignity. In addition, it can be deemed as a derivative of the right to life and of the protection of the person’s body. (Compare: Eyal Gross “Health in Israel: Right or Product”, Economic, Social and Cultural Rights in Israel (Yoram Rabin and Yuval Shani, Editors, 2004); LCA 4905/98 Gamzo v. Yesha’ayahu [2001] IsrSC 55(3) 360, 375-376; HCJ 3071/05 Luzon v. The State of Israel (July 28, 2008), in paragraphs 9-17; HCJ 11044/04 Solometkin v. The Minister of Health (June 27, 2011), in paragraphs 11-16). Legislation seeking to create incentives for child vaccination is legislation that falls not only into the category of laws that limit rights, but also that of promoting rights in general and children’s rights in particular. Section 4 of the Basic Law expresses a clear position that rejects the perception that the State is at its best when it does not intervene. Article 25 of the Convention on the Rights of the Child, 1989 also states the obligation of the member states to act for the promotion of children’s health, including “to develop preventive health care.” (Article 25(6)).

Conditioning of Rights: The Normative Framework

  1. The third question of those I mentioned in the beginning is the legal question at the heart of the petition: to what extent can conditions be imposed on rights vis-à-vis the State and more specifically, is it possible to condition rights on requirements which the recipient of the right is required to fulfill?  What is the supposed novelty of setting conditions? The law frequently defines rights and eligibilities as such that include restrictions and conditions to their fulfillment, either paternalistic conditions seeking to protect the holder of the right from himself or conditions seeking to protect the public interest. However, the other side of the coin is that imposing conditions on rights raises a concern of weakening those specific rights and eroding the concept of a right until it is turned into a benefit given by the grace of government.
  2. An important distinction that should be drawn at the outset is the distinction between constitutional rights and legal rights. The main concern regarding the conditioning of rights pertains to the conditioning of constitutional basic rights. The liberal doctrine of rights is based on the perception that constitutional basic rights are the individual’s shield against government’s power, and thus they are supposed to be, in the usual case, autonomous of any and all limitations. The history of the democratic fight for rights is tied to the perception that rights are also conferred on those who are not perceived as “normative persons,” violators of law, and those who are not deemed, ever or at the time, to be “model citizens”. On the contrary, many battles for rights were shouldered by those whose opinions outraged others and were a thorn in the side of people in authority.
  3. Does this mean that conditions may never be imposed on constitutional rights? In fact, since I have reached the conclusion that payment of child allowances does not reflect, at least for the time being, a protection of a constitutional right, I am no longer required to answer this question directly, and therefore I will address it relatively briefly. In general, the position regarding the setting of conditions on the exercise of constitutional rights should be suspicious and minimizing. However, attachment of conditions to the exercise of a constitutional right cannot be rejected at the outset and in advance (as distinct from conditions aimed at denying the constitutional right itself), if only because of the perception that rights are relative for the most part, and not absolute, as indicated by the limitation clauses included in the basic laws. For example, exercising the right of access to courts can be made contingent upon payment of a fee (subject to exceptions guaranteeing that the payment of the fee does not bar persons without means from conducting legal proceedings). (See for example, LCA 3899/04 The State of Israel v. Even Zohar [2006] IsrSC 61(1) 301, 319-321; LCA 2146/04 The State of Israel v. The Estate of The Late Basel Naim Ibrahim [2004] IsrSC 58(5) 865, 868; M.C.M. 457/01 Karlitz v. The Officer of the Elections for the City of Beer Sheva 1998 [2001] IsrSC 55(3) 869, 872)). Similarly, the income assurance allowance, which is generally the legal manifestation of the constitutional right to a dignified human existence, can be contingent upon the requirement to “exhaust earning capacity.” In both cases, the conditions are not “foreign” to the purpose of the relevant rights considering that the payment of a fee assists in making sure that the use of the right of access to the courts will not lead to inefficient use of the important public resource of the judicial system, and that the requirement to exhaust earning capacity contributes to the proper use of the limited resource of support for those who cannot ensure their basic sustenance.
  4. In any event, the case before us falls within a different category: the conditioning of legal rights vis-à-vis the State (by virtue of legislation, as distinct from super-statutory constitutional basic rights). Because the conferral of rights pursuant to the law is supposed to also serve public interests and public policy, the conferral of this type of right is often accompanied by conditions. Below I will refer to standards which should guide the legislature, and later the court, in outlining the proper framework for the conditioning of legal rights.
  5. Presumably, the conditioning of rights available to individuals vis-à-vis the State does not necessarily raise a constitutional difficulty. We should remember that the law often defines rights and eligibilities as such that include restrictions on and conditions to their fulfillment. The aforesaid notwithstanding, in practice the imposition of conditions on legal rights may also be problematic on the constitutional level, when the essence of the condition is a waiver of a constitutional right. For example, conditioning of a legal right, such as eligibility for an allowance, on the recipient’s waiver of his right to freedom of speech or his right to freedom of religion and conscience is problematic even though, theoretically, the government may choose not to grant such an allowance at all. The reason for this is concern about an indirect limitation of constitutional rights. In American constitutional law, the accepted term for discussing the problem of eligibilities given by the government based on a (supposedly voluntary) waiver of constitutional rights is the unconstitutional conditions doctrine. (See for example: Note, Another Look at Unconstitutional Conditions, 117 U. Pa. L. Rev. 144 (1968); Allen Redlich, Unconstitutional Conditions on Welfare Eligibility, Wis. L. Rev. 450 (1970); Richard A Epstein, Unconstitutional Conditions, State Power and the Limits of Consent, 102 Harv. L. Rev. 5 (1988); Kathleen M. Sullivan, Unconstitutional Conditions, 102 Harv. L. Rev. 1413 (1989); Cass Sunstein, Is There An Unconstitutional Conditions Doctrine?, 26 San Diego L. Rev. 337 (1989); Brooks R. Fundenberg, Unconstitutional Conditions and Greater Powers: A Separability Approach, 43 UCLA L. Rev. 371 (1995); Daniel A. Farber, Another View of the Quamire: Unconstitutional Conditions and Contract Theory, 33 Fla. ST U. L. Rev. 913 (2006); Renee Lettow Lerner, Unconstitutional Conditions, Germaneness, and Institutional Review Board, 101 Nw. U. L. Rev. 775 (2007); Philip Hamburger, Unconstitutional Conditions: The Irrelevance of Consent, 98 Va. L. Rev. 479 (2012)). We are not bound, of course, by the details of this doctrine, and some aspects of its scope and application are still in dispute in American law itself. Nevertheless, it does indicate the caution necessary in conditioning legal eligibilities, which may indirectly violate constitutional rights. In this spirit, and without exhausting discussion in the matter, I wish to present primary relevant considerations in examining such conditioning. As I will clarify below, these considerations will ultimately be included in the formal constitutional examination performed within the context of the limitation clause.
  6. Relevance of the Condition and its Affinity to Eligibility – Essentially, conditions to eligibility are supposed to have a relevant connection to the policy the eligibility is intended to promote. In order to clarify the nature of the discussion, let us consider two hypothetical examples that may be discussed in relation to framing the eligibility for income assurance allowances: first, conditioning eligibility for receipt of the allowance on the applicant not having a bad traffic record; second, conditioning eligibility on the applicant’s active desire to re-join the employment circle by visiting the employment bureau each week. Our intuition suggests that the second condition is legitimate, as it is consistent with the purpose of the income assurance allowance and it comports with the public interest underlying it—the re-integration of a person who has been excluded from the employment circle, while providing a last residual protective net on the way there. (Hassan Case, in paragraphs 6-7 and 57). The translation of this intuition into a legal principle tells us that the condition should derive from the same legal circle within which the conditioned right is operated. In other words, the purpose of the condition and the public interest promoted through it must be derived from the same normative field in which the conditioned right is rooted. The weaker the connection between the two becomes, the more the conditioning becomes constitutionally illegitimate. For example, although there is no dispute that eradicating driving violations and creating a system of incentives to promote this are desirable from perspective, these have absolutely nothing to do with eligibility for income assurance allowance. The purposes underlying each of these arrangements are foreign to one another. This foreignness indicates the arbitrariness of the conditioning and the flaw in combining them with each other. Sometimes, the question of the relevance of the conditioning may also be examined with respect to the question of whether the condition is paternalistic and seeking to promote the best interests of the holder of the right himself, or a condition seeking only to protect a wide public interest. Sometimes, of course, the conditioning of the right may encapsulate more than one reason within it.
  7. An auxiliary test that may assist in examining the nature of the affinity and the connection between the purpose of the condition and the conditioned right focuses on the date the condition was imposed and the legislative history behind it. Generally, insofar as the condition was imposed on or about the time the right was granted, the conditioning will be classified as part of the definition of the right and delineation of its scope. Insofar as the condition is added, or should we say “pasted,” at a later date, adding it should be deemed as external conditioning of the normative content of the right. This is of course merely an auxiliary test and no more. Situations can also be conceived where a new statutory eligibility is “born” with an attached foreign and inappropriate condition.
  8. Without making a final determination, an example seemingly close to our case is the birth grant given by the State, which is contingent on the mother having chosen to give birth in a hospital and not in her home. (Sections 42-43 of the National Insurance Law). In this context too, the State wishes to help the mother but at the same time promotes a public policy that the delivery will take place in the hospital, which is, as the State and professionals perceive it, in the best interests of the mother and the newborn as well as in the best interests of the public as a whole. In addition, the condition attached to the eligibility is in affinity the general purpose of the eligibility, promoting the welfare of the mother and her family.
  9. Voluntary Choice – A distinction must be made between voluntary conditions, which give the individual freedom of choice, and conditions that refer to inherent identity characteristics that a person is unable to change or that it would be inappropriate to require him to change (such as religious or national origin). The importance of this consideration cannot be exaggerated. Conditioning rights on a requirement that contradicts identity characteristics will, by its nature, cause difficulties, and raise a heavy suspicion of discrimination. Obviously, between the extreme situations of full choice on the one hand, and coercion and lack of choice on the other hand, there may be interim situations in which the incentives that accompany the choice affect whether the condition violates a right. 
  10. Scope of Conditioning – Another consideration that should be taken into account concerns the scope of conditioning: that is, the extent of exposure of the right to the restricting power of the condition. In this context, both the scope of coverage of the condition and whether it applies to the entire right or perhaps only to part of it are significant. Similarly, it may be examined whether the condition pertains to an addition to an existing eligibility, or perhaps results in the derogation therefrom.

Imposition of Conditions on Rights: From the General to the Particular

  1. The application of these standards to the case before us makes clear that the Amendment in our case does not create an arbitrary connection between a legal right and the promotion of a public interest.
  2. Pertinence of the Condition and its Affinity to Eligibility – The State grants child allowances to everyone (in other words, over and above what is required for the purpose of guaranteeing the right to a dignified human existence of children who grow up in conditions of poverty) in order to promote the welfare of the families who raise children and the children who are raised by them in particular, including the promotion of their health, alongside other public purposes. Thus, in this case, the conferral of the right to receive a child allowance was made contingent upon a condition that has a direct and unequivocal affinity to the purpose for which the right was conferred in the first place; the condition is based on an opinion of independent professionals who indicate that the best interests of children and of society require that they be vaccinated. In these circumstances, in which the right to the allowance is contingent upon a condition that is directly and clearly entwined with the best interests of its beneficiary, it is not difficult to hold that the condition is pertinent. The child allowances are not only granted in order to provide for the children, but for their welfare, including other basic rights they have such as education and health.
  3. Indeed, an inspection of the comparative law may serve as a basis for the argument that a condition that links the acceptance of children to schools and their vaccination expresses a stronger affinity between the condition and the right than as distinguished in our case where eligibility for child allowances was made contingent upon their vaccination. However, in practice, and following further inspection, this argument is unconvincing. De facto, the only difference between the American conditioning model and the Israeli conditioning model is the time the children’s vaccination condition was imposed, not the intensity of the link between the condition and the eligibility. Both models see the need to protect the children themselves and the need to protect those who come into daily contact with them. However, the Israeli legislator wished to move up the date of the condition that incentivized children’s vaccination as a preventive measure, and thereby make redundant the future dilemma with which health policy makers in the United States and Canada are dealing, namely, when parents are required to enroll their children in the education system. In addition, earlier vaccination of infants appears to be more effective from a preventive medicine standpoint, and if so, it is more logical to create an incentive to vaccinate the children at an earlier stage, prior to sending them to the education system. In fact, insofar as the main purpose is to prevent the infection of other children, it makes sense to make the connection to the time of entrance into the educational institution. However, insofar as the purpose is the promotion of the best interests of the children themselves, an earlier date is preferable.
  4. Some of the arguments advanced by petitioners attempted to undermine the assumption that conditioning the allowances indeed promotes the children’s health and their general welfare. One argument made before us on this issue is that there are views that vaccination of children does not serve their best interests and that the route of natural immunity is preferable. A second argument raised in this context is that conditioning the right to child allowance constitutes “double punishment” of the relevant children. First, they are not being vaccinated and thus their health is compromised. Second, the State does not pay their parents the full child allowance amount, and thus their welfare is also harmed. These arguments should be dismissed. The first argument, pertaining to the uselessness of vaccination for the children’s health cannot be accepted because of the factual basis underlying it. The medical opinion underlying the vaccination policy is a solid one supported by many studies. The petitioners’ arguments regarding the existence of other approaches have their due respect, but the formulation of national policy is supposed to be based on the position of the professional bodies of the government, founded on studies and examinations. Nothing in the petitioners’ arguments undermines the firm basis underlying the policy, at least for the time being. The second argument should also be dismissed. This argument is based on the assumption that conditioning part of the eligibility for child allowances on vaccinating the children is merely a sanction and cannot direct behavior. This assumption remains unsubstantiated. Moreover, the Amendment was enacted in a format that inherently attests that it was intended to direct behavior. The reduction of child allowances is not imposed as a sanction in an irreversible manner. This reduction applies only during the period in which the parents are supposed to vaccinate the child with the vaccine they avoided. During the vaccination period the parents receive several notices and warnings on the consequence of failure to vaccinate the children. Furthermore, once the suitable period for giving the vaccine passes, the allowance returns to its regular amount. Thus, it may be said that the Amendment is phrased in a manner intended to create a means for directing behavior, and at least at this stage, there is no reason to believe that it will not succeed to do so. In any event, this cannot be pre-assumed.
  5. Voluntary Choice – The Amendment to the law assumes, in practice, that the impediment to vaccinating children derives from the parents’ choice not to vaccinate, and not from the fact that the State does not guarantee reasonable access for the entire population to this essential service, in terms of both location and cost. The aforesaid is particularly important in view of the fact that one of the petitions before us was filed by Adala Center, which alleged insufficient dispersion of Family Health Center services among the Bedouins in the Negev region. If indeed there was no reasonable access to the vaccination services for the entire population, then the Amendment is problematic because this would mean the denial of eligibility for child allowances is in fact arbitrary and does not in practice promote the purpose of the Amendment. In order to avoid this inappropriate result, the Amendment should be interpreted pursuant to its objective and denial of the eligibility for child allowances should only apply in situations where parents choose not to vaccinate their children, and not in situations in which the parents refrain from doing so due to lack of reasonable access to health services. De facto, the State’s arguments painted a positive picture of improvement in the level of accessibility to Family Health Center services in the Negev region, and the State is presumed to continue to act in this direction. In addition, the State has undertaken, both in writing and orally, that the vaccination fee will be cancelled, so that the cost of vaccination will not be a barrier for those who lack financial means.
  6. Scope of Conditioning – conditioning eligibility for child allowances on the children’s vaccination does not apply to the entire allowance but only to part of it. Failure to fulfill the condition does not deny the entire child allowance (like it does not deny all other means that the social laws in Israel provide for the fulfillment of the child’s right to a dignified existence).
  7. Thus, it may be concluded, at this time, that the imposition of conditions on eligibilities relies on solid foundations, at least when (like in the case before us) the eligibilities discussed are eligibilities pursuant to a law that promote public policy (as distinguished from constitutional rights), the condition set is related to the purpose of granting the eligibility, the fulfillment of the condition depends on the free choice of the relevant party, and especially because the conditioning does not apply to the entire eligibility.

Equality in Granting Eligibilities

  1. The fourth question that should be examined, according to the order of things, also relates to the content of the conditioning, and in this context focuses on the level of equality. The petitioners argue that the Amendment to the law discriminates in issue granting full payment of child allowances between those who vaccinate their children and those who do not vaccinate their children. Is this really the case?
  2. My colleague, Justice Arbel, accepts the petitioners’ argument on this matter, based on the assumption that the condition placed upon the allowance is foreign both to the structure of the allowance and to its purposes (paragraph 49 of the opinion of Justice Arbel). In my opinion, the starting point for the discussion on this issue should be different. In fact, as the discussion on the history of the child allowances makes clear, these allowances embodied several purposes throughout the years, and they are seeking, inter alia, to promote the welfare of children in Israel in general. Examining things from this perspective, it cannot be said that a condition that promotes the vaccination of children in Israel, and thus protects their health (according to the prevailing perceptions in the scientific community), is a condition foreign to the purpose of the allowances (as I explained above in paragraph 48).
  3. Furthermore, it is also possible to observe the matter through a comparison of the children who receive vaccinations and those who are denied vaccinations by their parents. The conditioning of the child allowances expresses the State’s commitment to also care for the latter.
  4. On a wider perspective, an important question hovering in the background is whether whenever the law distinguishes between people or groups, it is right to deem the distinction as a violation of the right to equality, and then to examine through the limitation clause; or whether there are “relevant” distinctions that would not be considered, a priori, a violation of the right to equality. For example, does the payment of child allowances only to parents of children constitute justifiable “discrimination” because it is done for a proper cause and satisfies all other conditions of the limitation clause, or is it a distinction that does not amount to a violation of the right to equality from the outset?
  5. Ultimately, I am of the opinion that a ruling on these issues is not necessary in the case before us because a link exists between the distinction made and the relevant individuals’ autonomy of will. According to the judgments of this Court, the right of equality is constitutionally protected as part of the right to human dignity in those situations where the distinction projects on the individual’s autonomy of will. (See HCJ 6427/02 The Movement for Quality Government v. The Knesset [2006] IsrSC 61(1) 619, 680-691; HCJ 7052/03 Adala Legal Center for the Rights of the Arab Minority in Israel v. The Minister of Interior [2006] IsrSC 61(2) 202, 303-304). Since the Amendment has ramifications for decisions that express the parent’s autonomy of will with regard to the upbringing of their children, even if the Amendment does not violate the autonomy of will, the fact that underlying the distinction is the autonomous choice of the relevant individuals justifies holding that the Amendment violates equality in a manner that requires to examine whether it satisfies the limitation clause.
  6. It is important to add that it cannot be said, based on the data placed before us, that the Amendment imposes a discriminating reality that wrongfully distinguishes between infants from the Jewish sector and infants from the Bedouin sector. Against this argument made by Adala Center the State presented figures (updated as of 2009) in which the rate of unvaccinated Bedouin children (nine percent) is similar to the rate of  unvaccinated Jewish children (seven percent), insofar as we are referring to children between the ages of two and five ( three percent in the Arab sector). In any event, the Amendment should be interpreted in a way that excludes from the condition anyone who wishes to vaccinate his children, but to whom vaccination services are not made reasonably accessible by the State. In this sense, the petitioners’ path will be open to argue against the implementation of the law (as distinct from against its constitutionality) insofar as the access to the vaccination services is not adequately available.

The Amendment to the Law through the Limitation Clause

  1. Based on the above, I wish to discuss the fifth and concluding question: does the Amendment include a violation of a constitutional right, and does this violation, if any, satisfy the constitutional tests of the limitation clause.
  2. Like my colleague Justice Arbel, I showed that the majority of the petitioners’ arguments regarding the violation of constitutional rights are unconvincing. In the absence of a violation of a constitutional right, the discussion ends before it begins, and all that remains is criticism (right or wrong) of a public policy that was embodied in an act of legislation and whose place is in the public sphere. The eligibility for child allowances is part of a welfare policy currently serving the best interests of many children across the country in the immediate future, as well as the best interests of the public as a whole in the long term. However, there is no constitutional right to receive it in one specific form. The State can also care for the welfare of people in general and people living in poverty by paying other allowances and introducing changes to the current allowance policy, which is not “sacred” or “set in stone.” No factual foundation has been laid out before us for the argument that child allowances are essential for the dignified human existence of their recipients, and even more so, no factual foundation has been laid out before us to establish that those who avoid vaccinating their children are people who particularly need these allowances. It should be further noted that in most cases (except when the unvaccinated child is an only child), even parents who refrain from vaccinating their children, whatever their motivations might be, are left with the eligibility for the basic child allowance. They are not denied the latter, but only the increase provided by the Amendment. The strongest argument for a violation of a constitutional right in this case was the argument on the alleged violation of the right to equality. Even if a violation of the right of equality was found, it would satisfy the tests of the limitation clause (pursuant to Section 8 of the Basic Law: Human Dignity and Liberty), as I will demonstrate briefly.
  3. Under the circumstances of this case, it can easily be seen that the first three conditions of the limitation clause are satisfied almost prima facie. The classification of the eligibility for child allowances was set in an explicit amendment to the law. The purpose of the law is proper, both in the with respect to the right to health of each one of the children to be vaccinated and with respect to the sense of the national interest of public health. In any case, legislation that promotes such important purposes befits the values of the State of Israel as a state that wishes to promote the welfare of its citizens. Thus, it remains to discuss the question of proportionality, which focuses on the means chosen to achieve the purpose. A proper purpose is not enough; the means chosen to achieve the purpose must also be appropriate, suitable and proportionate.
  4. The first sub-test of proportionality is the rational means test that asks, whether the means chosen are indeed expected to achieve the purpose of the legislation. The answer to this question is positive, as we stated earlier, at least for the time being. A legislative practice of granting monetary incentives (positive and negative) to promote various behaviors, by conditioning various eligibilities (in the areas of taxes and welfare) is a common matter. Underlying each and every one of these acts of legislation is the assumption that incentives direct behavior. There is no reason to believe that things will be different in our case. If different information accumulates later on, the legislature will be required to assess it.
  5. At most, it may be said that the application of the first sub-test of proportionality in the case before us presents the following paradox: the means used (conditioning the eligibility on an act of vaccination) is expected to achieve the purpose, but may achieve it less effectively than harsher means (such as prohibiting acceptance of unvaccinated students to educational institutions). This is why the petitioners characterize the means used as some kind of a “sanction” and not as means of enforcement: because it cannot be guaranteed in advance that the parents will respond to the incentive the conditioning seeks to create. Using a harsher means could have guaranteed the achievement of the purpose with more certainty, but it would have come at the price of a more severe violation of rights, and in this sense would have created more difficulty within the framework of the second sub-test and the third sub-test of proportionality, discussed below.
  6. The second sub-test of proportionality examines whether the chosen means are the less harmful means. It seems to me that the case before us is a clear instance where the act of legislation is based on a careful and meticulous thinking process with regard to the means chosen as compared with other possible alternatives. In the course of deliberation, arguments pointed out alternative methods that were used elsewhere or that might have been used, such as preventing unvaccinated children from studying in educational institutions (as in France and the United States) and imposing punitive sanctions, .It can easily be seen that the majority of these means are actually harsher and more harmful than the route chosen by the Israeli legislature. Preventing unvaccinated children from studying in educational institutions is a very harsh step with regards to the scope of the damage to the children. It also comes at a relatively late point in time considering the optimal age for vaccination according to the policy of the Ministry of Health. Imposing a punitive sanction on people who choose not to vaccinate their children is certainly an offensive step, which does not respect those who are deeply convinced that the vaccination will harm their children. Thus, only the tool of advocacy remains, whose value cannot be exaggerated in this sensitive context in which the parents’ level of conviction is essential to obtaining the goal of wide-scope vaccination. (Compare Michal Alberstein and Nadav Davidowitz “Doctrine of Therapeutic Law and Public Health: An Israeli Study” Mehkarei Mishpat (26) 549, 571-578 (2010)). However, the Amendment to the law was enacted after the advocacy approach failed to produce sufficiently effective results according to the Ministry of Health. It may be added that having said that refraining from vaccinating is a seemingly rational act for the promotion of self-benefit in an environment in which most people are vaccinated, the creation of a monetary incentive (if only limited) to be vaccinated is thinking in the right direction because it creates a counterbalance to the benefit entailed in the decision not to vaccinate. (Compare to the discussion in Parkins’ paper above). Perhaps an incentive that is not directly related to child allowances could have been used, and perhaps this type of an incentive should have been preferred. A “vaccination bonus” or a similar benefit could have been established for parents who vaccinate their children. Practically speaking, there is no significant difference between these two methods because in both cases the result is the denial of a benefit from a family because the parents choose not to vaccinate their children. In conclusion, the petitioners failed to indicate a measure of lesser harm that would have achieved the legislative purpose to a similar extent. (See in this context: Aharon Barak, Proportionality in the Law 399 (2010)).
  7. Another consideration in assessing the existence of alternative means pertains to the fact that the basic Vaccination Program to which the Amendment applies includes vaccinations for diseases whose consequences are very severe on one hand, and the contraction of which cannot usually be prevented through other means on the other hand. This consideration is important seeing as part of the vaccination plans enforced in other countries are aimed at diseases, contracted through sexual relations or blood donations that can also be prevented in other ways. (See Note, Toward a Twenty-First Century Jacobson v. Massachusetts, 121 Harv. L. Rev. 1820 (2008); Marry Holland, Compulsory Vaccination, the Constitution, and the Hepatitis B Mandate for Infants and Young Children, 12 Yale J. Health Pol'y L. & Ethics 39 (2012)).
  8. The third sub-test of proportionality, the narrow proportionality test, examines the appropriate relationship between the means chosen and the purpose, as “the end does not justify all means.” I believe that the Amendment to the law before us also passes this final sub-test relatively easily. The purpose which the Amendment to the law seeks to promote is highly important—promoting the health of young children in Israel, as well as promoting the public’s health in the face of serious diseases that break out during times when vaccination enforcement is lax. The means chosen to promote this purpose—a partial reduction of child allowances for a limited period as a means to encourage parents to vaccinate their children—is relatively mild. In addition, it should be kept in mind that currently the Vaccination Program is limited to only four vaccines (given in one concentrated shot), such that the condition to receiving the allowances is essentially limited. It was further determined that the process is reversible in the sense that once the child is vaccinated or the maximum age for vaccination passes the reduction will be cancelled and the allowance recalculated. Furthermore, the reduction of the allowance was capped and proceedings to contest and appeal the institution’s decision to limit the allowances have also been established. The importance of the purpose alongside the relatively minor harm caused by the sanction, speaks for itself. The relatively minor violation of rights in this case constitutes a counterbalance to the recognition that employing a harsher means could have created a tighter link between the means and the purpose within the first sub-test of proportionality as specified above.

Conclusion: About Rights and the State’s Responsibility

  1. An overview of the petition reveals a fundamental tension between the expectations the various individuals have of the State. On the one hand, there is an expectation that the State minimize its intervention in decisions of its citizens. On the other hand, there is an expectation that the State operate in an active manner to promote the citizens’ welfare. (On the discrepancies between the various expectations from the State, compare Barak Erez, Administrative Law, on p. 54-55; Barak Erez, Citizen-Subject-Consumer, on p. 34-35). The tension that exists between these expectations might lead to a conflict, like in the case before us. When the State takes an active stance with respect to child vaccination, it is intervening in personal decisions. Thus, it is ostensibly intervening in the private sphere. However, the means used by the State in this case pertain to the granting of child allowances, the mere granting of which expresses the State’s involvement in the family sphere. Moreover, intervention in the private sphere is not necessarily bad, particularly when it is done to promote the rights of the weak individuals in the family unit, those whose voice is not always heard—in this case the children whose parents did not act to vaccinate them.
  2. There may be a dispute on the scope of the requirement to vaccinate children and perhaps, over the years, changes will even occur in the perceptions that direct the policy in this area. However, on principal, the starting point with regard to the State’s intervention in promoting children’s welfare does not always have to be suspicious. Essentially, taking an active stance on the issue of child vaccination is not the State riding roughshod over rights, but rather evidence of the State’s commitment to the welfare of the children in Israel, a commitment whose importance cannot be exaggerated.
  3.  

Justice E. Hayut:

  1. I agree with the result reached by my colleagues, Justice E. Arbel and Justice D. Barak Erez, that the three petitions should be denied. Like them, I too believe that the petitioners in each of the petitions did not show a violation of the constitutional right to property or to a dignified human existence, and in this context I saw no need to add to the explanations in my colleagues’ opinions. As for the constitutional right to equality, Justices Arbel and Barak Erez determined that Amendment No. 113 to the National Insurance Law ([Consolidated Version], 5755-1995 (hereinafter, the “Amendment to the Law”) violates the right of equality, but further held that despite this violation, the petitions should be denied because the violation satisfies the conditions of the limitation clause. My route to the same result is different. For the reasons I will specify below, I believe that the petitioners in the three petitions failed to show a violation of the right to equality. However, before we examine the question whether the right to equality has been violated, we should inquire what is the group of equals that should be referred to in this context.
  2. One of the arguments raised by the petitioners in HCJ 7245/10 is the argument that the right to child allowances a right conferred upon the child and not his parents. (compare CA 281/78 Sin v. The Competent Authority under Nazi Persecution Disabled Persons Law, 5717-1957 [1978] IsrSC 32(3) 408) and thus the relevant group of equals is the group of children who were given the right to the allowances specified in the National Insurance Law when they came into the world. According to this approach, the essence of the violation of the constitutional right to equality is that, with regard to the child allowances, it is improper to distinguish between children who were vaccinated and those who were not vaccinated. On the contrary, this type of distinction, it is argued, constitutes a double harm to the children: not only did their parents fail to vaccinate them, but the allowance for which they are eligible is reduced because of it. This argument is captivating but it appears to have no real basis in the provisions of the law. Section 66 of the National Insurance Law states that “an insured parent is eligible for a monthly child allowance under this chapter for each child.” This indicates that the right set forth in the law is the parent’s right, provided that the child for whom the allowance is paid is in the custody of that parent. (See Section 69 of the National Insurance Law). Another provision that supports this conclusion that the right to the allowance set in the National Insurance Law is the right of the parent and not the child, is Section 68(b) of the National Insurance Law, which determines a differential payment of the allowance for each of the children in the family according to the birth order. It is obvious that such differential payment is improper if the right to the allowance is the child’s right, since there is no justification to discriminate between the children with regard to the extent of social support they will receive from the State, based only upon the time they were born relative to the other children in the family. In contrast, if the allowance is the parent’s right, it makes sense and is justified to consider, with regard to the social support the cumulative amount available to the family, and therefore setting different allowance amounts for children, based on their birth order does not constitute discrimination. It should further be mentioned that in the past, a tax, in various amounts and under various conditions, was imposed on the child allowances, treating them as parents’ income. (See for example: Taxation of Allowance Points Law (Temporary Provision), 5744-1984; for support of the continuation of child allowances taxation policy see Yoram Margaliot “Child Allowances” Berenson Book Second Volume – Beni Sabra 733 (Editors, Aharon Barak and Haim Berenson, 2000); and for a historical review of child allowance taxation see paragraphs 8-15 of the opinion of Justice D. Barak Erez). The National Labor Court has also adopted the opinion that the person eligible for the child allowance is the parent and not the child. (See NIA 1117/04 Azulai v. The National Insurance Institute (November 2, 2006)). The starting point in examining the question of discrimination raised in the petitions before us is that the right to child allowance is the parents’ right, and that the parents therefore constitute the relevant group of equals.
  3. Does the Amendment to the law, which is the subject matter of the petition, discriminate between the different groups of parents?

“The obligation to act with equality means giving equal treatment to equals and different treatment to those who are different.” (See, for example, HCJ 4124/00 Yekutieli v. The Minister of Religious Affairs, paragraph 35 (June 14, 2010) (hereinafter, “Yekutieli Case”)). Since the enactment of the Basic Law: Human Dignity and Liberty, the right to equality has been recognized as part of the person’s right to dignity in the sense that discrimination, even if it is unaccompanied by humiliation, will be deemed as a violation of the constitutional right to equality which enjoys the constitutional protection conferred under the Basic Law. (HCJ 6427/02 The Movement for Quality Government v. The Knesset [2006] IsrSC 61(1) 619, paragraphs 40-43 of the opinion of President Barak (hereinafter, “re: MQG Case”)). The obligation not to discriminate, which is imposed first and foremost on government authorities, is nothing but a mirror image of the person’s right to equality; therefore, a law that discriminates between equals in the aforementioned aspects may be invalidated as unconstitutional, unless the violation of equality can be justified as a violation that satisfies the conditions of the limitation clause in Section 8 of the Basic Law: Human Dignity and Liberty.

The uniqueness of the petitions before us is in that the petitioners are not arguing that it is unjustified to prefer the group of vaccinating parents over the group of non-vaccinating parents; they focus their arguments instead solely on the manner in which the legislature has chosen to express this preference. For example, the arguments of two out of the three groups of petitioners (in HCJ 7245/10 and HCJ 8357/10) make clear that they consider it very important that the population of children will indeed receive the MMRV vaccine according to the Ministry of Health’s vaccination program (hereinafter, the “Vaccination Program”), and they also deem it justified to set a policy that incentivizes parents to give their children this vaccine, in order to protect the general population from spreading of dangerous epidemics. The petitioners in HCJ 908/11 argue that the effectiveness of the vaccines is uncertain, but they do not argue that simply creating an incentive to vaccinate the children creates an irrelevant and unequal distinction, and focus their arguments on the discrepancy they believe exists between this distinction and the objective of the child allowance. It appears that there is no dispute that the State is entitled, and perhaps even obligated, to use the means available to it to maintain public health, and that according to the medical data in the State’s possession (the accuracy of which the petitioners in HCJ 908/11 dispute), the Vaccination Program is effective and essential in the prevention of dangerous diseases. From this derives the conclusion that the legislature is allowed to treat the group of parents who vaccinate their children differently than the group of parents who do not vaccinate their children, and from the arguments in all three petitions it is clear that had the legislature chosen, for example, to give a monetary bonus to the parents who vaccinate their children rather than reduce the allowance for those who do not vaccinate their children, the petitioners would have had no argument regarding a constitutional violation of the right to equality. In other words, the petitioners do not dispute the fact that the legislator may give different treatment to each of the aforesaid groups, and that it is permitted to do so, inter alia, through an economic incentive.                

  1. Does the fact that the economic incentive enacted by the Knesset was incorporated into the child allowance mechanism by way of reducing the allowance (a negative incentive) cause, in itself, a violation of the constitutional right to equality?

Justice Arbel believes that the purpose of the child allowances is to help fund the families’ expenses in raising children, and thus the denial of a part of the allowance for reasons unrelated to the number of children in the family “would be foreign to the allowance, and therefore violate the right to equality.” (Paragraph 49 of her opinion). Justice Barak Erez believes that the “strongest argument, relatively, of a violation of a constitutional right in this case was the argument on the alleged violation of the right to equality,” and although she doesn’t explicitly determine that such a violation indeed exists and or indicate what makes it strong, she holds that “in any event, even if a violation of the right to equality was found, it would satisfy the tests of the limitation clause.” (Paragraph 61 of her opinion, and see also paragraphs 57-58 of her opinion).

I disagree.

The fact that the legislature amends an existing law, and at the same time creates a new distinction between the groups of those entitled to receive all rights pursuant to the amended law, does not, in itself, constitute a violation to equality, unless we believe that the groups designated as entitled persons in the original law must never be changed. It appears to me that such a rigid approach is uncalled for, and it seems that the question that ought to be examined in this context, like in other cases in which we try to identify wrongful discrimination, is whether the new distinction between the groups of entitled persons created by the law in its amended form treats equals differently. The common method in case law to identify the “group of equals” whose members are entitled to equal treatment is to examine the “objective of the law and essence of the matter, the fundamental values of the legal system, and the special circumstances of the case.” (See for example HCJ 6051/95 Rekant v. The National Labor Court [1997] IsrLC 51(3) 289, 346; HCJ 3792/95 National Youth Theater v. The Minister of Science and Arts [1997] IsrSC 51(4) 259, 281; AA 343/09 Jerusalem Open House for Pride and Tolerance v. The City of Jerusalem, paragraph 41 of the opinion of Justice Amit (September 14, 2010)). In other cases it was stated that the question of whether this is a prohibited discrimination or a permitted distinction will be examined according to the “accepted social perceptions,” (HCJ 721/94 El Al Israel Airlines Ltd. V. Danilowitz [1994] IsrSC 48(5) 749, 779; HCJ 200/83 Watad v. The Minister of Finance [1984] IsrSC 38(3), 113, 118-119; MQG Case, in paragraph 27 of President Barak’s judgment). The fundamental values of our legal system recognize legislative models in which the legislator incorporates into a law intended for a specific main objective, secondary objectives intended to promote important social purposes, even if there is not necessarily a tight link between them and the main objective of the law. For example, the main purpose of the Income Tax Ordinance is “[to] ensur[e] income for the public authority’s treasury,” but the legislature has also used the ordinance and taxation provisions to promote additional social purposes through which “[S]ociety fights phenomena that are perceived as negative. It encourages acts that it wants to encourage and deters acts it wants to prevent.” (Aharon Barak “Interpretation of Tax Law” Mishpatim 28, 425, 434 (1997); For example, see HCJ 2651/09 The Association for Civil Rights in Israel v. The Minister of Interior, paragraph 31 of Justice Danziger’s opinion (June 15, 2011)). The above also applies to customs laws intended mainly, to increase the State’s income, but at the same time serving additional purposes including the “regulation of the demand and the protection of local production and products.” (CA 2102/93 The State of Israel v. Miron Galilee Industrial Plants (MMT) Ltd. [1997] IsrSC 51(5) 160, 167). The objective of the National Insurance Law is to “guarantee proper means of existence for the insured, their dependents and survivors, whenever their income is reduced or disappears for one of the reasons set by the law.” (CA 255/74 The National Insurance Institute v. Almohar [1974] IsrSC 29(1), 11, 14). However, this law, like the other acts of legislation mentioned, promotes additional social purposes as well, such as incentivizing the social and public interest of delivering children in hospitals rather than at home (Section 42 of the National Insurance Law), performing amniocentesis for pregnant women aged thirty-five to thirty-seven (Section 63 of the National Insurance Law), and encouraging the integration of disabled persons into the workforce. (Section 222C of the National Insurance Law; and see in general, Abraham Doron “The Erosion of the Insurance Principle in the Israeli National Insurance: The Effect on the Functioning of the Israeli Social Security Scheme” Social Security 71, 31 (2006)).                   

  1. Does each additional social purpose promoted by a law necessarily violate the constitutional right to equality by discriminating with respect to its general purpose? Of course not. The main question that ought to be examined in this context is not what is the relationship between the general purpose of the existing law and the additional purpose the legislator is seeking to promote, but whether, according to the general tests set in the Rekant Case and other cases which we mentioned above, the legislator has wrongfully discriminated between equals for the promotion of such purpose. For example, it was held in the past that granting tax benefits that are not based on pertinent distinctions or criteria is constitutionally discriminatory and wrongful. (Former) President Beinisch articulated this as follows:

            Granting of tax benefits is tantamount, in economic terms, to granting public funds to selected individuals. Although it is true that the State does not directly transfer funds to taxpayers (and therefore it is commonly deemed as indirect support), essentially, the indirect support is tantamount to charging all taxpayers with tax payment, and in the second stage repaying it to selected individuals only. Such a distribution of public resources, without criteria, constructs a reality in which selected individuals are preferred over others, despite the fact that there is no relevant difference between them. This amounts to a blunt disrespect for a person’s equal status before the law.

            (HCJ 8300/02 Nassar v. The Government of Israel, paragraph 46 (May 22, 2012) (hereinafter, “Nassar Case”) From the positive one can deduce the negative: the tax benefits intended to direct social behavior, although they do not directly derive from the objective of income tax, are not wrongful in themselves, unless they give preference to a group which is not relevantly different from another group.

  1. The petitioners focused on the main purpose of the child allowances, i.e. the provision of social-financial support to those who are parents of children (this purpose also underwent many changes over the years, as arises from the comprehensive review of the legislative history in this regard, specified in the opinion of Justice Barak Erez). Based on this purpose, the petitioners argued that the relevant group of equals is all of the insured, as defined in Section 65(a) of the National Insurance Law, who are parents of children.

Indeed, this probably was the purpose of the child allowances on the eve of the Amendment to the law. However, the legislature has now revealed its view that it wishes to add a secondary purpose, which will affect a certain derivative of the increased allowance set in the Amendment (up to NIS 300 per family)—increasing  the rate of vaccinated children in the population in order to promote the health of children and the public. As far as the normative ranking, this additional purpose does not differ from the objective of the child allowances before the Amendment, and in this sense the former purpose has neither priority nor exclusivity for the purpose of defining the relevant groups of equals. Because the normative ranking is identical, the examination of the argument of discrimination with regard to the Amendment to the law is different from an argument of discrimination in regulations or procedures of the executive authority, in that we are often required to examine the latter in reference to the purpose of laws ranking higher on the normative ladder. (See for example HCJ 9863/06 Organization of Fighter Leg Amputees v. The State of Israel – The Minister of Health, paragraphs 11-14 (July 28, 2008); HCJ 153/87 Shakdiel v. The Minister of Religious Affairs [1988] IsrSC 42(2) 221, 240-242; HCJ 4541/94 Miller v. The Minister of Defense [1995] IsrSC 49(4) 94, 108-110). On the constitutional level, it has been held in the past that legal provisions are discriminatory with respect to the purpose of the same law when a distinction irrelevant to the purpose for which the law was intended was made. (Nassar Case, paragraphs 39-42, 50-52 of the opinion of (former) President Beinisch; Yekutieli Case, paragraph 39 of President Beinisch’s opinion. In these cases, it was a law whose clear purpose pertains to a wide group, but whose clauses were “hiding” conditions that reduce its applicability to a specific group. (On hidden discrimination, see for example HCJ 1113/99 Adala Legal Center for the Rights of the Arab Minority in Israel v. The Minister of Religious Affairs [2000] IsrSC 54(2) 164, 175; HCJ 1/98 Cabel v. The Prime Minister of Israel [1999] IsrSC 53(2) 241, 259-262). This is not the case here. The Amendment to the law which is the subject matter of this petition has altered the purpose of the child allowance in the sense that, similar to the tax legislation which promotes various public purposes, it includes the purpose of incentivizing child vaccination, incidental to promoting its general purpose as articulated above.       

  1. This does not complete the examination of the violation of the constitutional right of equality. As aforesaid, the group of equals is defined not only with respect to the purpose of the law, but also with respect to the essence of the issue, the fundamental values of the legal system, the special circumstances of the case and the prevailing social perceptions. Had the legislature sought to add to the child allowance scheme another purpose that created a distinction between groups that are not relevantly different from one another pursuant to these tests, such an addition would have violated the constitutional right to equality. For example, had the distinction been between groups, the belonging to which does not depend on choice but rather derives from various characteristics of the parents, it would have been justified to wonder whether these characteristics are relevant, according to the fundamental values of the legal system and the prevailing social perceptions. In such a theoretical case, it could not have been argued that the purpose of the Amendment to the law is to promote proper behavior of the parents, and it would have therefore been necessary to deeply examine whether there is indeed a relevant distinction that would justify preferring one group over the other. In addition, regarding the aspect of providing an incentive—positive or negative—for certain behaviors, it should be examined whether the distinction between the various behaviors justifies a distinction between the legal consequences that accompany them in accordance with the tests established in case law. However, in the case before us, not only did the petitioners not support the argument that these are equal groups according to the acceptable tests accepted in case law in this context, but, de facto, they agreed that this is a distinction between groups that may justifiably be treated differently because it is necessary to protect public health, at least according to the studies held by the Ministry of Health. Hence my conclusion that in this case, the distinction set forth by the Amendment to the National Insurance Law between parents who vaccinated their children and parents who refrained from doing so, with regard to the reduction of a set amount of child allowance, does not constitute a violation of the constitutional right of equality of the parents who chose not to vaccinate their children.
  2. In HCJ 7245/10, an argument was raised on the discrimination of the Bedouins in the Negev based on the fact that this sector’s access to Family Health Center services is very limited and this sector consequently finds itself in an impossible situation where it has no access to vaccines and yet is being told to vaccinate. In my opinion, this argument does not establish constitutional grounds for a violation of equality; and insofar as it indeed transpires that pursuant to the Amendment any child allowance belonging to a parent who wished to vaccinate his child but was unable to do so due to lack of suitable access to a Family Health Center was reduced, this would, in my opinion, be a good argument to raise in the contestation and appeal proceedings set forth in Sections 68(i) and 68(j) of the National Insurance Law. Without addressing the argument on the merits, it should be noted that while these petitions were being deliberated, the respondents acted to increase access to Family Health Centers in the Bedouin sector in the Southern District (see details in paragraph 62 of the opinion of Justice Arbel), and the respondents have also presented figures that show that the vaccination rates in this sector are similar to the rates in the other sectors. Therefore, the discrimination argument insofar as it was raised with regard to the Bedouin sector should be rejected in this case.
  3. Before concluding and, I would like to make two notes. One pertains to the nature of the reduction contemplated in the petition. Unlike my colleague, Justice Barak Erez (paragraphs 37-53 of her opinion), I believe that a reduction of child allowances by a set amount as a result of failing to vaccinate according to the Vaccination Program is a sanction and not conditioning. As I understand it, there is an obvious difference between the reduction set by the Amendment to the law and the conditions set forth with regard to eligibility for child allowances, including: the child’s presence in the State of Israel, the child’s age is below eighteen (Section 65(a) of the National Insurance Law [Consolidated Version], 5755-1995), the child is, generally, in the custody of an eligible parent (Section 69 of the National Insurance Law), and the parent is an “Insured” within the definition of Section 65(a) of the National Insurance Law. These and others are conditions to the receipt of child allowances, which guarantee that the allowance will be given to families whose characteristics fulfill the purpose of the child allowance. However, the nature of the reduction set by the Amendment to the law is different from these conditions in several respects. First, the amended law grants an increment to the allowance and alongside such increment also determines that certain amounts of this increment will be deducted from the allowance paid to the parent if the required vaccine is not given by the date set forth in the Vaccination Program. In the words of the provision, if the child is not vaccinated “the monthly child allowance paid for him will be reduced by the sum of NIS 100.” (Section 68(d)(1) of the National Insurance Law; the emphasis has been added). A “reduction” is, as its name suggests, the denial of a right that has been granted, and therefore, it seems that the words of the law and the mechanism chosen support the viewpoint that this is a sanction. Second, this is a reduction that is intended to motivate parents to vaccinate their children using a negative economic incentive that denies part of the allowance amount due to conduct that is inconsistent with the goal the legislature seeks to promote. Such a negative economic incentive bears, by its essence and purpose, the characteristic of a sanction and has a punitive hue that is directed against someone who chooses to jeopardize the health of his children and the health of the general public. In view of my position that we are faced with a sanction and not conditioning, I did not deem it necessary to address the doctrine and the auxiliary tests, which my colleague chose to develop at length in her opinion, with respect to the issue of conditioning. I will further note in this context that the position that we are faced with conditioning was not raised by any of the litigants, and in any event was not discussed and deliberated in the petitions at bar. For these two reasons, I believe this issue may be left for the opportune moment.
  1. Another remark I would like to make as a side note follows. In my opinion, while the reduction at the center of the petitions neither violates the constitutional right to equality nor other constitutional rights and, thus there is no need to grant the remedy sought in the petitions—invalidating the Amendment to the law which sets the reduction—it is difficult to avoid the impression that in the case at bar, the legislature chose a “shortcut” in order to promote the Vaccination Program of the Ministry of Health. The fact that the legislator chose to enforce an administrative Vaccination Program, set by the Director General of the Ministry of Health (Section 68(d)(3) of the National Insurance Law) through a reduction in child allowances derives mainly, it seems, from considerations of efficiency. These considerations were expressed in the Statements of Raviv Sobel, (Former) Deputy Director of Budgets at the Ministry of Finance, in a deliberation held before the Finance Committee of the Knesset:

            The data presented by Dr. Kedman regarding the ineffectiveness of the criminal supervision . . . PM Oron says that we will send an army of policemen, an army of controllers, and they will get the job done, but we see that this is not working . . . there are worse things for which the State of Israel does not indict people; and if someone thinks that the criminal tools are those through which all problems can be solved, just like they discovered around the world that this is not the way, it also became clear in Israel that this is not the way. Criminal tools are not enough. Therefore, certainly, financial incentives are also a tool.

            (Minutes of the Finance Committee’s meeting of June 24, 209, on p. 44; Annex 2 to the preliminary response to the petitions on behalf of the Knesset).  

Indeed, it is difficult to dispute the assumption that the imposition of a sanction based on the data relied upon by the authority, without having to confront the difficulties of its execution, makes the sanction highly efficient. However, without derogating from the importance of considerations of efficiency, it may have been proper to also take additional considerations into account. Perhaps, based on such considerations, it would have been appropriate to first enact a law that creates a vaccination requirement before imposing a sanction on its breach, which would also be set out in the same law. In other words, perhaps it would have been appropriate to take the statutory “highroad” and to regulate the entire issue of vaccination in a single act of legislation. In this context, it is noteworthy that if, for example, a criminal prohibition had been imposed on refraining from vaccinating children it would not have been possible to collect fines imposed on child allowances since national insurance allowances are non-attachable. (Section 303(a) of the National Insurance Law; Section 11 of the Tax Ordinance (Collection); and see also, Pablo Lerner “On the Attachment of Salaries in the Israeli Law”, Hapraklit [48] 30, 46 2005); David Bar Ophir, The Procedure and Case Law of Execution 893-894 (Seventh Edition, 2012)). Furthermore, the right to child allowances is a central and basic social right. This was expressed in both the petitioners’ arguments and in deliberations of the Knesset’s Finance Committee. For these reasons, and for other reasons that can be raised in this context, I believe that it would be appropriate to consider the use of other means to promote the proper purpose of encouraging child vaccination, such as through granting a positive economic incentive to those who vaccinate, or alternatively, through the use of different sanctions. In any event, because I have not found that the manner in which the legislature has acted violates a constitutional right, I concur with the result reached by my colleagues, Justices Arbel and Barak Erez, that the three petitions should be denied.

 

The conclusion of the judgment as per the opinion of Justice E. Arbel.

 

Issued on this date, 26 Sivan 5773 (June 4, 2013).

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Hammer v. Amit

Case/docket number: 
CA 1326/07
Date Decided: 
Monday, May 28, 2012
Decision Type: 
Appellate
Abstract: 

[This abstract is not part of the Court's opinion and is provided for the reader's convenience. It has been translated from a Hebrew version prepared by Nevo Press Ltd. and is used with its kind permission.] 

 

This opinion is a result of cases joined together in order for the Court to resolve the general questions regarding the cause of action known as “wrongful birth”. This issue arises when a person born with a congenital disability claims that careful conduct by petitions – usually medical professionals who treated the pregnant mother – would have entirely prevented that person’s birth. Two distinct causes of action might be triggered by the negligent conduct: a claim by the parents and the claim by the child. These claims were recognized 25 years ago in the Supreme Court’s decision in CA 518/82 Zeitzov v. Katz (“Zeitzov decision”). The child’s claim is termed “wrongful life”, and thus is distinguished from the parent’s claim, termed “wrongful birth”. All five justices who sat on the Zeitzov panel found that there is no bar to recognizing the parents’ claim – the “wrongful birth” claim – as a subset of the tort of negligence and according to the general principles of tort law. The dispute, even back then, revolved around the issue of recognizing a claim by the child. In a majority ruling, the Court recognized the child’s claim of “wrongful life”. Still, the four justices of the majority were split on the reasons for recognizing the “wrongful life” cause of action and therefore were also split on the question of quantifying damages. This fundamental question was left unresolved there. As a result, in the years since the decision, real difficulties have arisen in applying the principle rule about recognizing a child’s claim of “wrongful life”. In the absence of binding precedent, the Zeitzov decision was implemented inconsistently. In light of these difficulties and in light of the need to resolve additional related issues, we joined the discussion.

 

The Supreme Court, in an expanded panel of seven justices (authored by Deputy President E. Rivlin) ruled that:

 

The child’s claim of “wrongful birth” can no longer be recognized. Each of the two different modes of reasoning that support the “wrongful life” as presented by the Court in Zeitzov hold significant legal challenges that go both to the element of damage and the element of causation, making it difficult to recognize this cause of action under the tort of negligence. Deputy President Ben-Porat’s approach inevitably leads to finding that there are situations where it would have been preferable for one not to have been born at all. This finding cannot be based on any legal foundation and should not be based on any morals or values. In the absence of such findings, the element of damage in a wrongful life claim cannot be proven. President Barak’s position in Zeitzov is also problematic as there is no causal link between the breach and the damage of life with a disability. But beyond these legal difficulties, there is a moral difficulty in the view that the life of one born with a disability can be considered – in the eyes of the child itself – as “damage”. The finding that it is better for a certain person not to have been born at all carries the impermissible implication that life has no intrinsic value, that is not reduced – and certainly not eliminated – due to a disability. This view is a necessary and important part of our recognition and belief in the sanctity of life, human value and dignity, and the rights of people with disability to dignity and equality. This position is reflected in the jurisprudence of courts in common law countries as well.

 

That said, there is neither law nor principle preventing the recognition of the parents’ cause of action for “wrongful birth” – a cause of action whose recognition is not in dispute. On this issue there is no place to do away with the ruling in Zeitzov.

 

Alongside the general recognition of the parents’ claim of wrongful birth, the Court found it appropriate to address three issues arising from this claim. These were not discussed in Zeitzov in depth and it is time for this Court to establish clear precedent about them. These issues concern the matter of proving causation, quantifying damages, and damage, specifically for infringement of autonomy.

 

Ruling on these issues ultimately led to a significant expansion of the “wrongful birth” cause of action of parents, who may be compensated for expenses incurred in raising the child and providing for its needs throughout the child’s life. In this manner, the Court (here) realizes the worthy objective at the basis of the Zeitzov decision – to compensate as fully as possible for the medical and rehabilitative needs and the care of a child born with a disability, but to do so through the parents’ wrongful birth claim.

 

Proving causation: insofar as parents wish to bring a cause of action for “wrongful birth”, they must prove the existence of a causal connection. To prove this causal link between the breach of duty of care and the different damages caused by the disability, they must show, as the first stage, that had the committee for pregnancy terminations possessed all relevant medical information (information that was not provided to the parents because of the negligent conduct) it would have permitted the parents to terminate the pregnancy. At the second stage, and only if the answer to the first question is in the affirmative (otherwise the causal link is broken anyway), the parents must show that but for the breach of duty of care, they would in fact have approached the committee for pregnancy terminations for permission.

 

Because of the difficulties the second stage causes, significant weight should be given to the first question in terms of causal link – the question whether the committee for pregnancy terminations would have permitted termination in a particular case. In addition it is appropriate that the decision by the committee for pregnancy terminations would serve as a rebuttable presumption regarding the parents’ position on termination. Further, general factors, such as allegiance to a particular religion group,do not suffice to rebutt the presumption that if the committee had permitted the termination then the parents would have approached it with a request. These factors may be relevant, but since they might reflect a single aspect among the entirety of the woman’s individual circumstances, much caution must be taken when drawing any conclusions based on that aspect. Therefore, for instance, it is insufficient that the parents’ religion may forbid them from terminating a pregnancy; the court must be persuaded that the mother would have actually obeyed the religious prohibition. Finally, it must be emphasized that, when it is proven that the committee for pregnany terminations would have permitted a termination, the parents' failure to prove that they  would have chosen to terminate the pregnancy does not negate their possible claim for damages due to the violation of their autonomy, that is, their right to make such an important decision about their lives in an informed manner. For this damage, they are entitled to separate compensation.

 

The issue of damage and quantifying compensation: the parents are entitled to compensation from the defendant for the additional expenses required to fulfill their child’s medical needs and provide the child with care, and when, because of the disability, the child continues to depend on them beyond childhood, they are entitled to compensation for expenses they incure for the rest of the child’s life. This includes ordinary maintenance expenses, at least to the extent that there the child has limited income potential and there are no special circumstances that deny this right. When a child is expected to have an income despite the disability, the expected income is to be deducted, that is, the appropriate rate of the average wages must be deducted from the compensation to the parents.

 

General damages: in cases of wrongful birth the mental and psychological harm continues throughout the parents’ (plaintiffs) lives. This damage is different and separate from the harm to autonomy, which is a one-time harm that occurs at the moment where choice is denied them. The ongoing and excruciating mental harm therefore warrants a significant level of compensation.

 

Violation of autonomy: the question of the link in the parents' suit between the causes of actions for wrongful birth and violation of autonomy is that in some cases where the harm to the parents for denying their right to autonomy – to decide whether to continue a pregnancy or to terminate it – can be distinguished from other harms and where violation of autonomy is an additional, substantial harm that goes to the core of the right, the violation of autonomy must be separately compensated (in addition to their right to claim compensation for any other direct damage caused to the parents). As for the extent of the compensation – the compensation must be individual, considering the concrete violation and its circumstances. That said, it has already been found that since this is an estimate of general damage, courts would make this estimate based on the circumstances and judges’ life experiences. As a general rule, the extent of the compensation for violation of autonomy must be directly proportional to how material the missing information was and how the violated interest was to the core of the right and how much it implicated that right. Where the court was persuaded that the plaintiff’s autonomy had been violated in a way that reaches the core of that right and on a material aspect, it must grant appropriate compensation that reflects the full severity of the violation.

 

The Matza Commission recommended that the legislature  “authorize the courts to include in their decisions instructions regarding the use of the financial compensation, as much as the court may see fit to do so in order to ensure the child’s needs are met. Additionally, we recommend legislation stating that the compensation designed to guarantee the needs of the child would not be considered property of the parents in case of bankruptcy, nor would it become part of their estate or be available for any garnishment or enclosure of any kind.” These recommendations are wise and reasonable, not just for this cause of action, but more broadly as well. We hope that the legislature will answer this call, and that until then courts develop the appropriate mechanisms with the tools at their disposal.

 

The outcome: in terms of abolishing the child’s cause of action, it will not apply to pending cases where the parents’ suit was not brought. Justice Rubinstein, in concurrence, believes that the outcome of this decision should be stayed for a year, and Justice Naor points out that there is no place to determine, through a transitional provision in the matter at hand, the fate of a child’s claim that has not yet been brought.

 

Justice Rubinstein believes that we are replacing a theoretically and practically difficult system with one that has no theoretical challenges but gives rise to practical difficulties. However, at the end of the day, he joins in principle the opinion of the Deputy President, while pointing out the difficulties and calling upon the legislature to pronounce upon the issue.

 

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
majority opinion
Author
concurrence
Author
concurrence
majority opinion
Author
concurrence
Full text of the opinion: 

CA 1326/07

and counter appeal CA 572/08

CA 8776/08 CA 2600/09 CA 2896/09 CA 3856/09 CA 3828/10

 

 

 

Appellant in CA 1326/07 (Respondent in the counter appeal):

 

Lior Hammer

 

 

Appellant in CA 572/08:                                    The State of Israel

 

 

Appellant in CA 8776/08:                                  A (a minor)

 

 

Appellant in CA 2600/09 and Respondent in CA 2896/09:

 

Maccabi Healthcare Services

 

 

Appellants in CA 3856/09:

1.  Eran Sidi

2.  Tsipora Sidi

3.  Yigal Sidi

 

Appellant in CA 3828/10                                   Clalit Health Services v.

Respondents in CA 1326/07 (Appellants in the counter appeal):

1.  Professor Ami Amit

2.      Mor      Institute     for       Medical

Information Ltd.

3.  Clalit Health Services

 

Respondent in CA 572/08:                                A (a minor)

 

Respondents in CA 8776/08:

1.  Victoria Sharai

2.  Alex Walpert

3.  Maccabi Healthcare Services

4.  Dr. Yivgenia Mazor

5.  Kolmedic Ltd.

6. Dr. Yosef Bracha

 

Respondents     in      CA      2600/09                         and Appellants in CA 2896/09

1. Noam Sabagian

2.  Tsiona Sabagian

3. Hayim Sabagian

 

Respondents in CA 3856/09:                             1.     The  Sick  Fund  of  the  Histadrut haClalit

2.  Dr. David Kampf

 

Respondents in CA 3828/10:

1.  Chen Na'ava

2. Chen Eli

3.  The estate of Chen Ziv Or z"l

 

 

 

 

The Supreme Court sitting as a Civil Appeals Court

 

CA 1326/07 and counter appeal from the judgment of the Haifa District Court of 25 December 2006 in CC 745/02, given by the Honorable Judge

B. Gillor

 

CA 572/08 from the judgment of the Haifa District Court of 2 December 2007 in CC 259/02, given by the Honorable Judge B. Gillor

 

CA 8776/08 from the judgment of the Be'er Sheva District Court of 31 August 2008 in CC 3344/04, given by the Honorable Judge S. Dovrat

 

CA 2600/09 and CA 2896/09 from the judgment of the Jerusalem District Court of 29 January 2009 in CC 8208/06, given by the Honorable Judge

Y. Adiel

 

CA 3856/09 from the judgment of the Jerusalem District Court of 2 April 2009 in CC 1338/97, given by the Honorable Judge A. Habash

 

CA 3828/10 from the judgment of the Jerusalem District Court of 11 April 2010 in CC 8459/06, given by the Honorable Judge I. Inbar.

 

 

 

Before President D. Beinisch (emeritus), President A. Grunis, Deputy President E. Rivlin, Justice M. Naor, Justice E. Arbel, Justice E. Rubinstein & Justice S. Joubran

 

For Petitioner in CA 1326/07:            Carmi Bustanai, adv.;

Shimrit Cohen-Daum, adv.

 

For Respondent 1 in

CA 1326/07 and counter appellant:    Chaim Zelichov, adv.; Ofir Ben Moshe, adv.

 

For Respondents 2-3 in CA 1326/07

And counter appellants:                      Ilan Uziel, adv.

 

For Appellant in CA 572/08:              Orit Sohn, adv.; Michal Sharvit, adv.

 

For Respondent in CA 572/08:           Meiron Cain, adv.; Akram Mehajne, adv. For Appellant in CA 8776/08:                                              Eli Lotan, adv.; Dalia Lotan, adv.

For Respondents 3-6 in CA 8776/08, Appellant in CA 2600/09 and Respondent in CA 2896/09, Respondents in CA 3856/09 and

Appellant in CA 3828/10:                   Yaakov Avimor, adv.

 

For Respondents in CA 2600/09 and Appellants in CA 2896/09

and Appellants in CA 3856/09:          Amos Givon, adv.; Itai Givon, adv. For Respondents in CA 3828/10:                                              Anna Rife-Liganza, adv.

For Amicus Curiae:                             Eli Zohar, adv; Inbal Zohar, adv.; Meirav Sagi, adv.

 

For the Israel Bar Association:           Asaf Posner, adv; Eti Libman, adv.;

Avishai Feldman, adv.

 

 

JUDGMENT

 

 

Deputy President E. Rivlin: Background

1.ThehearingofthebeforeuswasconsolidatedfordecisionthequestionstheissueknownasacauseofforTheariseswhereaiswithsomeitisthatbydefendants–usuallypersonnelwhohadtheasapatient–wouldhisTwoseparatecausesofactionarisethenegligentconduct: parents' causeof action,andthecauseof action thechild The

 

child's cause of action is customarily called "wrongful life", in order to differentiate it from the parents' cause of action, which is called "wrongful birth".

 

2.Thetheoffor"wrongfuland"wrongfulwastwentyfiveagointheoftheCourtinCA518/82Zeitsov v. Katz,40(2)IsrSC85(1986)ZeitsovInthatwhichwashandeddownbyapaneloffiveitwasheld,thatisnothingpreventingrecognitionoftheparents'causeofaction–"wrongfulofaction –inofthetortandinaccordancewithregularTheeventhen, around the question the of the cause of action.

 

The Court, per the majority of Justices on the panel, recognized the cause of action of the child – the "wrongful life" cause of action. However, the four majority Justices disagreed regarding the theoretical reasoning for recognizing the "wrongful life" cause of action, and as a result, also regarding the question how the extent of the damage should be measured.  That decisive question remained answerless in that case.

 

3.DeputyM.D.Levinconcurring,heldthatthecauseofactionshouldbeonlyintherare"initcanbeheldthatitwouldhavebeenbetterforacertainpersontohaveborn. Atitwillbeasocietalthatitisaofconsensusitwouldhavebeenbetterforacertainnottohavebeenbornthantohavebeenbornwithsevereatp.97).Inthosetoherthebirthof thechildisthatwas causedtoofthatinmonetary itwas is"he isliableforbeingshouldprovidehimthroughwhichtheofthecanbelessenedtotheboundaryofthepossible"(Zeitsov,p.100).Ben- Porat, DP clarifiedthatherisnotforatobebetweenachildwithandaborn"buttoexhausttheinorderthathefunctionandininferiorThissolution,sheleadsto"thetakingintoofthefactthathavingbeenborn(evenifagainsthisbestisachildbeforeuswho isentitledto athatis worth evenif onlywithinthe of his at p. 100).

 

4.(thenJustice)A.Barak,inwhoseopinionJustice)S.Levin,alsodeterminedthatcauseactionfor"wrongfullife"shouldberecognized.However,theuponwhichhispositionisisandcaninfluencescopeofcasesintheofaction"wrongfulandthewayisAtofthisviewaccordingto"thedutycareofthedoctorhimtotakereasonablecautionarysothatthewillnothaveadefect.Itisthusalsotherightthatnotbeturnhislifealifeofdefect.Theminordoeshaveanyrighttoalackofalife.Thewhichthelawisnottheinhavingalife,butrathertheinterestinlifewithoutdefect.Thus,thewhichtheisliableforisthecausingoflife,orlackofalife.Thedamagewhichthedoctorisliableforisthecausingofdefectedlife… the doctor is liable for causing defected life, and that is

 

formulated by comparing the defected life to life with no defect" (Zeitsov, at p. 117). According to that approach, the child's cause of action will be recognized also in cases in which the disability is not exceptionally severe, and does not necessarily lead to the conclusion that it would have been better for the child not to have been born. Estimation of the damage, according to this approach, is not calculated according to the difference between the disabled life and a lack of life (as per the approach of Ben- Porat, DP), but rather according to the difference between the disabled life and life without disability. Although had the tort not been committed the damaged party would not be alive, and certainly would not live a life with no disability, according to the position of President Barak, the uniqueness of the issue allows estimating the compensation in comparison to life without disability, in the framework of flexible interpretation that is adapted to the principle of restitutio in integrum.

 

  1. Justice E. Goldberg, dissenting, determined that the existence of a cause of action for the child against the doctor, due to whose negligence the child was born disabled, cannot be recognized at all in circumstances where without the negligence the child would not have been born at all. Preferring the pre-creation nihil over life, even in rare cases – thus determined Justice Goldberg – is impossible.

 

6.Althoughin theZeitsov casethecase of aninfantdueto"wrongfullife",fromitundecided.Asainthethatpassedsincethewashandedaroseintheruleofthecauseofactionforofthesefromtheexistenceof twotheofthecauseofandthewayiscalculated,andfromtheveryofcauseof Thus,thecourtstointer aliawhatapersonwithhowextentofthatshouldbewhetherslight(oronlyseverecanacauseofactionforaninfant.However,withoutstare decisistheZeitsov rulingwasnotinafashion.Duetoandtothetoalsorelatedwedecidedtotheofthecasesbeforeus,andtoorderbeforeanexpandedpanelofsevenjustices.IntheofD.of292011,wediscussedquestions ofthat decision:

 

  1. Does a cause of action exist and what is its legal basis? In light of the time that has passed since the Zeitsov ruling was handed down and/or the continual difficulty in implementing it, should it be altered, or should one of the approaches expressed in the Zeitsov ruling be preferred over the other?

 

  1. Assuming that a cause of action exists: should the parents' action (wrongful birth) or the child's action (wrongful life) be recognized, and in which cases will each of the causes of action arise?

 

  1. The principles of calculation of compensation in both actions: in the parents' action: comparison between a healthy child and a child with defects, or another standard? In the child's action: comparison between no life and a life with defects? A comparison between a life with defects and a healthy life?

 

  1. Proving a causational link in the parents' action (proof that they would have terminated the pregnancy had they known of the expected defect). In the child's action – is his death better than his life?

 

  1. Is violation of autonomy – as a cause of action in the parents' action – an additional cause of action, or an alternative to the cause of action for wrongful birth?

 

It was further held in that decision that the questions of principle shall be decided first in the framework of a partial judgment, after which the  individual hearing in each of the cases would continue, to the extent that would still be necessary. Thus, we shall relate in this decision to the questions of principle only and to the arguments regarding those issues. The decisions in the various cases shall be heard separately and not before this panel, and we are not determining anything regarding the liability of any of the defendants in the cases before us.

 

The Parties' Arguments

 

7.Thecounseloftheinthecasesbeforeussupportedrecognitionofthecauseoffor"wrongfullife",totheofPresidentBarakinZeitsov Itwasthatofthisisitunnecessarythebetweenlifeandnolife,andoflifeInaddition,arguethatapproachadvancescertaintyandintheasitnotawhichisinherentlyvague,adefectandadefect;andevenisincomparisontoaiscalculatedbyathatisintortforbodilywhichisacceptedbytheItisthecomparisonsuchthatofthementitleatoandothersdoentitleapersontoisnotappropriateeither,asitbetweenofconsiderationsandsupportorderingfortheinvolvedindisability,evenifitisaThecounselevennotethattotheiritispossibletoprovideafullfortheofthechildintheoftheaction,theoftheparentsistotheperiodwhichthechildisuponhisItisthatfromthestandpoint,itisappropriate to the of action of thechild when thedoctorevenifisinthelinkbetweentheandthefromtheThethatnon-recognitionoftheactionwouldquasi-immunitythetodoctorswhoactedandthatthereisimproperinthatwithdefectispreferable tono life, when itisraisedbyadoctorwho performstests the purpose ofwhich isto allow in case ofa defect.

 

  1. The counsel of the defendants in the various cases, on the other hand, support annulment of the child's action for "wrongful life". According to their position, President Barak's approach in the Zeitsov case is at odds with fundamental principles of tort law, whereas the approach of Deputy President Ben-Porat is impractical, because the court has no real tools with which to compare between a situation of life

 

with disability and a situation of no life. In addition, the very decision that there are situations in which it would have been better for a person not to have been born since he has a defect contains a problematic societal-moral statement which contradicts fundamental values of society regarding human dignity and the sanctity of life. In any case, the defendants are of the opinion that if the cause of action for "wrongful life" is recognized, the approach of the Deputy President should be preferred, and differentiation should be made, between "severe" defects regarding which it can be said prima facie that it would be better for a person had he not been born and more "minor" defects which do not establish a cause of action, according to the extent of the person's independence of functioning and his ability to be of benefit to himself and others, to be integrated into society and to live a life that entails satisfaction, meaning, and enjoyment. It is argued that an additional possibility is to make such a differentiation on the basis of criteria used by the pregnancy termination committees when deciding upon authorization to perform an abortion at the viability stage. Moreover, it is argued that the parents' cause of action should not be recognized either, as the expenses they bear in caring for their child constitute mitigation of damage, and where the party who suffered the direct damage – the child – has no cause of action, nor do the parties who mitigate the damage have a cause of action. The conclusion, according to the defendants' approach, is that only the parents' action for violation of autonomy should be recognized.

 

  1. The Israeli Medical Association and the Israel Bar Association also appeared in the proceedings, with the status of amicus curiae.

 

The medical association extensively discussed the existence of a trend which it calls the aspiration to give birth to "the perfect child." According to its stance, the statement that it would be better for a person not to have been born leads to an intolerant attitude toward disabled persons, and as such considers them as having an inferiority due to which their birth should be prevented in advance. Thus, the medical association is of the opinion that the approach of Deputy President Ben-Porat in the Zeitsov case should be adopted, whilst determining clear criteria which would limit the use of the cause of action for "wrongful birth" (or "wrongful life") to the most difficult and severe cases, as per its definition. These criteria, proposed the medical association, can be based upon Health Ministry instructions to the multi-district pregnancy termination committees. The medical association further points out the sentiment of doctors in the field of obstetrics and gynecology, as well as that of those serving in the pregnancy termination committees, according to which the concern regarding a law suit is likely to lead to an increase in medical tests and to "superfluous" medical procedures or abortions.

 

  1. The Israel Bar Association is of the opinion that the causes of action for "wrongful birth" and "wrongful life" should be recognized. It is further of the opinion that the practical difference between the various stances that recognize actions for "wrongful life" in principle is smaller than it first appears. Thus, because even according to the position of President Barak the child-claimant must prove, in the framework of the element of causal link, that the defect is so severe that the pregnancy termination committee would have authorized an abortion due to it; and because, on the practical plane, there is no essential difference between the two approaches regarding compensation. The Israel Bar adds that to its understanding, the caselaw on the question of wrongful birth does not have an influence on the number

 

of abortions that will be performed or upon the scope of tests during pregnancy, as it is the parents' desire for a healthy child that leads to these results, not the question of provision of retrospective compensation. Furthermore, the Israel Bar Association argues that public policy regarding the question of performing abortion should be determined in the framework of the law applying to it, and not in the framework of tort law. On the merits, the Israel Bar Association supports the position expressed by President Barak in the Zeitsov case. Decision of the question whether it would be preferable for a person not to have been born, it is argued, is a difficult one, which should be avoided and which is likely to lead to caselaw that is not uniform. The Israel Bar Association further argues that refraining from recognition of the child's cause of action is likely to leave him with no compensation if his parents make unenlightened use of the compensation granted them, or if he is put up for adoption after birth.

 

  1. Last, note that the Attorney General notified us that the Minister of Justice ordered the establishment of a public commission, at his request, headed by the Honorable Deputy President (emeritus) E. Mazza (hereinafter: the Mazza Commission), in order to formulate his stance regarding the existence of a cause of action due to wrongful birth and the question of the appropriate boundaries of such a cause of action. The findings of the Mazza Commission were submitted to the Court on 19 March 2012, in the framework of "the Report of the Public Commission on the Subject of 'Wrongful Birth'" (hereinafter: the Commission Report). However, the Attorney General did not express his stance regarding the questions put up for decision before us. Thus, we refrained from viewing the findings of the report themselves as part of the parties' arguments, as they lack the status in law of the stance of the Attorney General.

 

The operative findings of the commission did not serve as part of the pleadings before us; nonetheless, it is worth noting that the Commission Report is the fruit of circumspective, serious and thorough work; sitting in the commission were the best of experts, many witnesses were heard, position papers from various sources were submitted, a survey of all the relevant issues was presented, and all was examined thoroughly and meticulously. We read the report and found that in certain respects, the commission went in the direction of the findings we reached. In light of that, we shall refer below to the Commission Report to the extent that it is relevant to the cases at hand.

 

12.consideringtheoftheaspectsofissue,wehavereachedtheinthelegalrealityofourtwentyfiveyearstheZeitsov rulingwashandeddown,thecauseofaction–thecauseofactionfor"wrongful – can no longer berecognized.

 

There are substantial legal difficulties, regarding both the element of damage and the element of causal link, which make difficult the recognition of this cause of action in the framework of the tort of negligence. But above and beyond these legal difficulties, there is moral, substantive difficulty in the view that the life of a person who was born with disability can be considered – in the eyes of the infant himself – as "damage". Recognizing this difficulty, we in effect continue according to the moral view outlined by President Barak in the Zeitsov ruling. Furthermore, as detailed below, we wish to realize the proper purpose at the foundations of the Zeitsov ruling –

 

granting compensation, as fully as possible, to fulfill the needs of the disabled child; however, to do so via the cause of action of the parents, which does not raise those difficulties.

 

The Difficulties in Recognizing the Cause of Action for "Wrongful Life"

 

13.Asnotedabove,attheoftheZeitsov ruling,whichthecauseofactionforlife",aretwoandseparateAccordingtobothapproaches,aofactionfor"wrongfullife"isbaseduponthetortofnegligence.Theelementofnegligenceisinby notin of theonthepriortoorduringthe(orconcernofadefectinthefetuswhichisgoingtobeborn,orbynottheoftheinfantinwhetherregardingexistenceofconcernofadefectorregardingtheneedfor,oradditionaltestscanorruleexistenceofconcern"(theCommission Report, at

p. 38). Both approaches assume that this element has been established. However, each of the approaches raises logical or legal difficulties regarding the existence of one or more or the other elements of the tort of negligence: damage or causal link.

 

The Difficulties regarding the Element of Damage

 

14.TheintheofDeputyBen-Poratraisessubstantivethe element of damage. Accordingtotheofisdefinedinthecauseofaction,astheornolife(theofthechildnotandwith(theofthetoofthechildisthedamagetodefinitionrequiresjudicialofthequestionthereareinwhichithaveforanottobeenandthusrequiresquestionsfoundinofphilosophy,morals and religion, regarding the of existence, asopposedto withtheseisanissueforfromthestandpointthe(theCommission Report,at39).Andindeed,President(thenJustice)A.Barakout inhis theZeitsov ruling,as follows:

 

 

This approach [of Deputy President Ben-Porat – E.R.]… once again raises the question whether the Court is able to determine that in certain conditions the lack of a life is preferable to a life of suffering. Do our worldview, our approach regarding life and our lack of understanding of non-existence, allow us, as judges, to determine that there are indeed situations, even if they be rare, in which it is preferable not to live than to live a life of suffering? What is the meaning of such "preference"? When the life expectancy of a person is shortened, we assess this suffering of his. This assessment is difficult, but it is possible, as we are able to assess the meaning of life; but how can we assess the meaning of the lack of life? … When we compensate for death or for shortening of life expectancy, we do not compare the state of life to the state of death, and we do not determine

 

the preference of one over the other, as we do not have the tools to do so. All we do is recognize the right to continue living – even if in suffering, and even if with defect… thus, how can we assess lack of life? According to which rational standards can a reasonable person determine that even in the most extreme case, lack of life is preferable to life with defect? (Zeitsov, at p. 116; emphasis added).

 

15.Indeed,fromthenormativeitappearsthatitisnotfortheCourttoawhosuffersfromacertainofdisabilitywouldbeifhehadnotborn.theCourtinno wayhasthetoolstoreachaasthelacksnatureofandsuchcourse,isnottobe("nohasyetfromthere"–saidtheCourt–"noonehasyetfromthereinordertotellwhatthelackofalsothebyRonenPerryolohaImZoTviotNezikinbeginb'Avla'33(3)M507,545-546andreferencesinnote177PerryFromtheaswell,itisbetterthatthediscussionnotbebycourts.Asaccordingtothe of Deputy Ben-Porat, to onlyinrarecases,andinfantmostapproachrequiresdecisionthequestionwhatthoseseveredefectshowever,lackingaforsuchtheisthatcourtisnotsocialthat canrulingsonquestions" Commission Report,at p. 39).

 

16.Itshouldthatinsuchacasetheisnotquantifyingthebutratherifanydamageoccurredall.Indeed,generallycaselawisflexibleregardingprovingofofthereinherentprobativewhichdonotdependupontheparty.Soitisprovingfuturelossese.g.:CA10064/02"Migdal" Chevra l'Bituach Ltd. V. Abu Hana,60(3)IsrSC13,par.7-9Abu Hana)).flexibilityshouldbewithpurespeculation.Intheus,theisnotonlyintheofthedamage,buta–whetherthereis, oris not, Thus notes Perryin this context:

 

I agree that difficulties of calculation and assessment… need not deter the courts from determining liability; however, a differentiation should be made between cases in which the existence of damage is obvious but it is difficult to assess its scope, and cases in which the question of the existence of damage cannot even be decided. Non-monetary damages are damages that most of us have experienced, directly or indirectly. Our acquaintance with various situations of non-monetary interests allows us to know when a change for the worse in the situation of such an interest takes place. The question of the existence of damage is not unsolvable. The only question, of course, is the question of quantification – but in light of the fact that from the conceptual standpoint this problem arises only after the question of liability has already been decided, it cannot justify (a priori) negation of that liability. The situation under present discussion is different.  Non-existence is a situation with which nobody is familiar, and

 

thus comparing it to a situation of existence is always impossible. Without a relational plane to which the present situation of the plaintiff can be compared, we cannot determine if damage has been caused or not. The problem is not merely a problem of quantification" (Perry, at p. 547).

 

17.ThestateintheUnitedtheofdefining thenature of a of life":

 

The argument that the child was in some meaningful sense harmed by being born and would have been better off not being born suggests that there is a perspective, apart from our life and world, from which one can stand and say that he finds nonexistence preferable to existence (Goldberg v. Ruskin (1986), 113  Ill.  2d 482).

 

It was further written that:

 

Whether it is better never to have been born at all than to have been born with even gross deficiencies is a mystery more properly to be left to the philosophers and the theologians. Surely the  law  can assert no competence to resolve the issue, particularly in view of the very nearly uniform high value which the law and mankind has placed on human life, rather than its absence ( Becker v. Schwartz (1978), 46 N.Y.2d 401, 386 N.E.2d 807).

 

18.Lackingthecapabilitytothequestionifandistoadisabledlife,theisthetheofapproachesontheNota bene: itisnotaofapproaches;ifitwere,itbetobetweenthembyaCourtruling.Astheare itis to anycriteriondecidinganditistoaextentuponfeelingandworldview.Thus,foronecanwhatthelifeclearlytotheofenjoymentandapersonoutofhistofillhiswithvalue;topersonalqualityhisofhisandthesurroundinghissubjectivetoalive;histoandbeawareofthewondersofandability.Aquestionisthosebemeasured–fromtheofthechild,whodoesnotknowanyrealityfromtheonewhichhewasborn,ortheviewpointahealthyperson.aretoacannotbeT.Orrwellinin 5587/97 The Attorney General v. A, 51(4) 830, 858 (1997):

 

… we must refrain from adjudicating regarding the quality of life of [the child] in comparison to a regular child his age. We must focus upon examination of the well being of [the child] from his own viewpoint. When dealing with a child who suffers from defects from birth – even severe defects, like in the case before us – his life, with its disability – is the "whole" which that child enjoys. From the standpoint of [the child], another way of life was never a matter of consideration.  The quality of

 

life is that quality which is possible in light of the severe defects he suffered. That, from his standpoint, is everything. Such a life is not worthy of less protection than the life of a child who was born and developed normally.

 

Even if it were possible to point out situations in which it is clearly preferable for a person not to have been born – and, as aforementioned, we lack that ability – there is real difficulty in defining and demarcating those situations in a way that would allow prediction.

 

  1. Deputy President Ben-Porat proposed in Zeitsov to solve this difficulty through examination of the question if it would have been better for a person not to have been born through the lens of "the reasonable person"; in other words: whether the reasonable person would be of the opinion that the life of the damaged party isn't worth living. However, without any knowledge regarding the quality of the alternative to life with disability, nor is it possible to find assistance in a standard of reasonableness in order to find a proper answer. Furthermore, the ability to get enjoyment and value out of life despite disability is also subjective, and one can assume that it varies from person to person. Indeed, at times use is made of the term "not worth living" regarding life with severe disability; however, that is merely a phrase intended to indicate the existence of great difficulty, and in no way whatsoever can it be derived from it that the situation of nonexistence is truly preferable.

 

  1. Nor does the proposal to rely upon criteria of the pregnancy termination committees in order to demarcate the type of cases in which the "wrongful life" cause of action would be recognized provide a real solution to the question whether and when nonexistence is preferable to existence. The considerations which guide the pregnancy termination committees are not limited to the question if being born or not being born serves the welfare of the fetus; the committees also consider, in the framework of the entire balance, the welfare of the parents and their desire to terminate the pregnancy. Authorizing an abortion in a given situation does not necessarily inform of a widespread societal view according to which in such a case it is better not to be born. The authorization is based, at least partially, upon the societal view regarding the pregnant woman's right to autonomy, her dignity and privacy, and the scope of the right to have an abortion. The scope of the right to terminate the pregnancy is not, therefore, comprised of the interests of the fetus alone. For that reason, and as I shall yet clarify, non-recognition of the child's action does not create legal disharmony in relation to the recognition of the right to have an abortion in certain situations.

 

21.AninDeputyapproachexistenceofthenotional duty of care thechild,whichisprovideandcorrecttohisastoanabortion.Indeed,thereisnoadutyofcareapersonwhohasnotbeenborn(asisdoneinofmedicalrecognitionofadutyofcareina"wrongfullife"requiresofaprotectednottobebornincertainThisbeonthetoanabortion,as(andtheanddoesadutytowardthefetus. Andindeed,theopinionof

 

Justice Goldberg in Zeitsov was based upon the view that a right not to be born does not exist.

 

In conclusion, the approach of Deputy President Ben-Porat requires determining, in certain cases, that there are situations in which it would have been preferable for a person not to have been born. That determination cannot be established from the legal standpoint, and it is not proper to establish it from the substantive-moral standpoint. Lacking such a determination, it is not possible to prove the element of damage in the wrongful life cause of action (and see also: Bilha Kahane "Pitsui begin Kitsur Tochelet Chayim 've'haShanim ha'Avudot' baTviot b'Ila shel Holada b'Avla" Mishpatim al Atar D 1, 4 (5772)).

 

The Difficulties Regarding the Element of Causal Link

 

22.TheofPresidentA.BarakinZeitsov theintoabetweenlifewithdisabilityandnon-existence.Barakabasisforof"wrongfullife"ofaction.Accordingtohistheelementshoulddefinedas"defectedlife",inwithwithoutdefect.inthisasolutionisprovidedfortheinthedamageinthetortandavoidstheneedtotheinit(thatis:whetherandwhenitcanbesaiditwouldbebetterforaninfantnottohavebeenbroughttheotherareno regardingthe of causallink.

 

  1. The difficulty in determining a causal link between the negligence and the damage of a life with disability stems from the uncontroversial fact that it is not the negligence of the doctor which caused the damage of "defected life" (as per the definition of President Barak). Indeed, it is not the doctor who caused the disability of the infant, as even without the negligence, the infant could not have entered the world any other way than with his disability. In other words: proper medical care could not have led to prevention of the disability, and the possibility of that particular child being born without disability does not even exist. Deputy President Ben-Porat discussed this in Zeitsov, stating that:

 

There was no possibility that the minor would enter the world whole and healthy. Determination of damage, by the vary nature of damage, requires comparison between the situation of the claimant without the tort, and the situation after it. The only interpretation of this rule in our case is, to my best understanding, the comparison between nonexistence (without the negligence) and defected existence (as a result of the negligence). Charging the harmer on the basis of a comparison with a healthy child means punishment on foundations of an imaginary reality… The solution which my colleague supports seems to me to be impossible from the legal standpoint, and with all due respect – also unjust (Zeitsov, at p. 105; emphasis added).

 

The approach of President Barak thus deviates from the fundamental principle of the law of compensation regarding restitutio in integrum (and see the criticism by Perry in his aforementioned article, at pp. 559-560).  Note that President Barak was

 

aware of these difficulties, but wished to find a solution which would allow appropriate compensation for the children and their parents.

 

24.Thelegalarenottobe"overcome".Fromofjustice,ofthelackofcausallinkbetweenthenegligenceandtheonlydamagewhichcanbebetweenwithdisabilityandwithnoisthatdidnottotheparty;inacasewouldbeanFromthatthereisalsonoplaceforthethat"oneoftheweightyreasonsfordoctorsotherinthecaseathand,isthereasonisatortfeasor,acrossfromhimthereisaninfantwithadefect–asevereone–andinthatiscalledforthetwo,theofjusticetendstowardthetheinfant,wholivewithhisdisability…itbesaidthatthesituationistoawhoincarwithandandaninnocentwhoatlastescapedawithaCanitbesaidthatthe'mens rea'ofahastydriverwho,onlybychance,didconcludedrivingafatal is fromthedriverwhomthe drivingconcludedinaresult?"T57-58(1997)).Thistypeofalthoughitbevalidfroman(andinfactistheofisnotvalidthetortlawlawdoesnotduetonegligent conduct,butratherduetocausing damage negligentlySoitisofjustice,andsoitisfromtheofdeterrence.itbesaidthattheresultsofdefendant'sconductwithversusnonexistence)aredamage;andwheretheonlydamagethatcanbeshown(lifewithdisabilitylifewithnowasnotby –it is not or just to upon the defendant.

 

Note also, that the path from recognition of the child's action for wrongful life directed against the doctor, to recognition of the child's action against the parents who begat him, is a short one; and no approach is interested in advancing that.

 

Annulling the "Wrongful Life" Cause of Action – The Moral Aspect

 

  1. Recognition of the cause of action for "wrongful life" is faulty not only due to legal difficulties, but also due to difficulties regarding principles and values.

 

Definition of life itself – even if it is life with disability – as damage, and the determination that it would have been better for a certain person not to even have been born, contain an unacceptable violation of the view that life has inherent value, that does not diminish, and certainly does not disappear, due to the existence of a defect or the existence of a disability (see, e.g.: Roee Gilber "haTsorech baHachra'ot Kashot baTviot shel Chayim b'Avla veHolada b'Avla: He'arot v'Hearot b'Ikvot T.A. (Mechozi Haifa) 259/02 A v. The State of Israel" MOZNEI MISHPAT 7 441, 466-467 (2010)). This view is an important and necessary part of our belief and recognition of the sanctity of life, the value of the individual and his dignity, and the right of people with disabilities to dignity and equality.

 

26.SinceZeitsov wasdownfiveyearsago,thesereceivedBasicLaw:DignityandLibertyinArticle1,thetowhichthebasicoftheindividualinareupontherecognitionof the value of the individual and the sanctity of his life.TherecognitiontheseisbasedonuniversalvaluesandvaluesoftheStateofasaJewishstatethattheoflife.Theisborninimage.Havingbeenborn,hisdignityandthesanctityofhislifearetobeHisisbetheastheyHislifeispriceless,bethethey   Life is a value– for all.

 

This moral-legal view is expressed well in the Equality of Rights for People with Disabilities Law, 5758-1998, which determines as a "basic principle" in section 1 that:

 

The rights of people with disability and the commitment of society in Israel to those rights are based upon the recognition of the principle of equality, the recognition of the value of the individual who was created in [God's] image and on the principle of the dignity of every person.

 

Section 2 of the law determines that its objective is:

 

…to protect the dignity and liberty of a person with disabilities, and to entrench his right to equal and active participation in society in all areas of life, as well as to provide an appropriate solution for his special needs in a way which will enable him to live his life with maximal independence, privacy and dignity, whilst realizing his full ability.

 

  1. According to our societal view, in the framework of our moral belief, and pursuant to our legal principles, the definition of the life of a person with disabilities as "damage" is not appropriate, is not moral and is not possible. It substantively violates the principle of the sanctity of life. Quantification of the damage of a person with disability – in comparison to the possibility that he would not have been born at all or in comparison to a person with no disability – is itself a violation of the value of his life and of the presumption, which is not to be negated, that the value of the lives of people with disabilities is absolute, and not relative.

 

28.Indeed,thecostofof"wrongfulofactionissosevere,thatinFrance,inwhichCourdeCassationrecognizedcauseofactionforlife,itwasofdisabledwhichthatandthatitrelatestoinferiorevento(asaresultofthatinter alia,lawinwasSee:GilSigalhaMa'arechet–alHoladaveKol(vol.4)10,12SigalPerry,pp.524-525;M.Duguet,Wrongful Life: The Recent French Cour de Cassation Decisions 9 J. HealthLaw 139 (2002)).

 

This position of principle is also expressed in the caselaw of the courts in the various United States. Thus, for example, it was determined in the aforementioned Bruggeman case:

 

It has long been a fundamental principle of our law that human life is precious. Whether the person is in perfect health, in ill health, or has or does not have impairments or disabilities, the person's life is valuable, precious, and worthy of protection. A legal right not to be born – to be dead, rather than to be alive with deformities – is a theory completely contradictory to our law (718 P.2d at 642).

 

So it is there, and so it is here in Israel as well.

 

In Berman v. Allan, 80 N.J. 421, 404 A. 2d 8 (N.J. 1979) it was written that:

 

No man is perfect. Each of us suffers from some ailments or defects, whether major or minor, which make  impossible participation in all the activities the world  has  to  offer.  But  our lives are not thereby rendered less precious than those of  others whose defects are less pervasive or less severe.

 

For the same reasons themselves, the Court in Canada refrained from recognizing the "wrongful life" cause of action, clarifying that this view is common to all of the Common Law systems, excepting a small number of states in the United States:

 

It is Unlikely that Canadian courts will entertain wrongful life claims in the near future. There are many technical and policy objections to them and this has led to a rejection of these claims in all common law jurisdictions other than a few American states… There is a risk that the recognition of a wrongful life claim will devalue the sanctity of life in general and the plaintiff’s life in particular. A finding of liability may  be  interpreted  as  a  finding that the plaintiff’s life is a legally recognized loss and  that  he would be better off dead (Osborne, supra, at 141).

 

  1. It is thus no wonder that the result we have reached unanimously, regarding the need to annul the "wrongful life" cause of action, was reached also by the majority of the members of the Mazza Commission, who determined that "the recognition of the cause of action is at odds with the fundamental values of our law" (the Commission Report, at p. 38). This result is also in line with the current law in the great majority of the Common Law states, as clarified below.

 

Comparative Law

 

  1. The difficulties I have discussed led the great majority of the various legal systems not to recognize a  cause  of  action  for  "wrongful  life".  The great majority of courts in the states of the United States do not recognize the cause of action for "wrongful life" (see, e.g.: Phillips v. United States, 508 F. Supp. 537 (D.S.C. 1980) (applying South Carolina law); Elliott v. Brown, 361 So. 2d 546, 548 (Ala. 1978); Walker ex rel. Pizano v. Mart, 790 P.2d 735, 740 (Ariz. 1990); Lininger v. Eisenbaum, 764 P.2d 1202, 1210 (Colo. 1988); Garrison  v.  Medical  Center  of  Delaware,  Inc. , 571   A.2d   786 (Del. 1989); Kush  v.  Lloyd, 616  So.  2d  415,  423  (Fla.  1992); Spires  v.  Kim,  416

 

S.E.2d 780, 781 - 82 (Ga. Ct. App. 1992); Blake v. Cruz, 108 Idaho 253, 698

P.2d 315 (Idaho 1984); Clark v. Children’s Memorial Hospital, 955 N.E.2d 1065, 1084 (Ill. 2011); Siemieniec v. Lutheran General Hospital, 117 Ill. 2d

230, 251, 512 N.E.2d 691, 702 (Ill. 1987); Cowe v. Forum Group, Inc., 575

N.E.2d  630,  635  (Ind.  1991);  Bruggeman  v.  Schimke,  718  P.2d  635 (Kan.

1986); Kassama  v.  Magat,  792  A.2d  1102,  1123  (Md.  2002);  Viccaro  v.

Milunsky, 406  Mass.  777,  783,  551  N.E.2d  8,  12  (Mass.  1990); Taylor  v.

Kurapati, 236 Mich. App. 315, 336 - 37, 600 N.W.2d 670, 682 (Mich. 1999);

Eisbrenner v. Stanley, 106 Mich. App. 357, 366, 308 N.W.2d 209, 213 (Mich.

1981); Miller  v.  Du  Hart,  637  S.W.2d  183,  187 (Mo.  App.  1982); Smith  v.

Cote, 128 N.H. 231, 252, 513 A.2d 341, 355 (N.H. 1986); Becker v. Schwartz,

46  N.Y.2d  401,  386  N.E.2d  807 (N.Y.  1978); Azzolino  v.  Dingfelder,  315

N.C. 103, 337 S.E.2d 528 (N.C. 1985); Hester v. Dwivedi, 733 N.E.2d 1161,

1165 (Ohio 2000); Ellis v. Sherman, 512 Pa. 14, 20, 515 A.2d 1327, 1339 - 30

(Pa.  1986); Nelson  v.  Krusen,  678  S.W.2d  918 (Tex.  1984); James  G.  v.

Caserta,   332   S.E.2d   872,   880   (W.   Va.   1985); Dumer   v.   St.   Michael's

Hospital,   69   Wis.   2d   766,   233   N.W.2d   372 (Wis.   1975); Beardsley   v.

Wierdsma, 650 P.2d 288, 290 (Wyo. 1982).

 

31.ThereasoningusedasabasisincaselawistoThus,foritwasthatcourthasnostandardaccordingtowhichitthatithavepreferableforanottobeenborn,thatincaseadoeshavetherighttobeborne.g.:Elliot v. Brown, 361 So. 2d546, 548 (Ala. 1978)).The lackof therightnottobeborn, itis does not contradictthe of a to have an abortion:

 

[A] legal right not to be born is alien to the public policy of this State to protect and preserve human life. The right of women  in certain cases to have abortions does not alter the policy ( Elliot, 361 So. 2d at 548).

 

An additional reason, that is also used by the courts in the various states, is that there is no real possibility of quantifying the compensation for "wrongful life", as that would require determining the relative value of the situation of nonexistence – a situation regarding which there is no information (see: Siemieniec, 512 N.E.2d at 697). The courts in the United States also discussed the difficulty in determining criteria for differentiation between cases where the severity of a person's disability leads to a situation in which it would have been preferable for him not to have been born, and cases where the disability is not that severe (see, e.g.: Siemieniec, 512 N.E.2d at 699).

 

  1. Three states alone in the United States have judicially recognized the cause of action for "wrongful life": California (see: Turpin v. Sortini, 31 Cal. 3d 220, 643 P.2d 954, 182 Cal. Rptr. 337 (Cal. 1982) ; Curlender v. Bio-Science Laboratories, 106 Cal. App. 3d 811, 165 Cal. Rptr. 447 (Cal. 2d Dist. 1980)); Washington (Harbeson v. Parke-Davis, Inc., 98 Wash. 2d 460, 656 P.2d 483 (Wash. 1983)); and New Jersey (Procanik v. Cillo, 97 N.J. 339, 478 A.2d 755 (N.J. 1984)). In this caselaw no answer is found for the difficulties in recognizing the "wrongful life" cause of action. In fact, most of the reasoning at the basis of the judgments that recognized the "wrongful life" cause of action regards the desire to assist, by way of charging compensation, people

 

who need it due to their disability, at least where it is possible to locate a person who acted negligently.  Thus, for example, the court declared expressly in Procanik:

 

Our decision to allow the recovery of  extraordinary  medical expenses is not premised on the concept that non-life is preferable to an impaired life, but is predicated on the needs of the living. We seek only to respond to the call of the living for help in bearing the burden of their affliction (478 A.2d at 763).

 

It is obvious that we cannot use such reasoning to recognize a cause of action in tort law. It might be taken into consideration, and should be taken into consideration, in determining the amount of compensation after the tort has been recognized.

 

  1. A similar approach, which characterizes most of the courts in the United States, was taken by other Common Law states. In McKay v. Essex Area Health Authority [1982] 1 QB 1166, it was determined in England that lacking express legislation determining otherwise, Common Law does not recognize a cause of action for "wrongful life" (in England such a statute was enacted; the case revolved around a girl born before the statute  entered effect). Influenced by this case, and for reasons  similar  to  those  detailed above, the cause of action for "wrongful life" was rejected in Canada as well (see e.g.: Bovingdon v. Hergott, 2008 ONCA 2, 290 D.L.R. (4th) 126; Phillip

H. Osborne, Essentials of Canadian Law: The Law of Torts 140-141 (2000)) and in Australia (Harriton v. Stephens (2006) HCA 15).  In the latter case, the Supreme Court of Australia rejected the action of a child for wrongful life, ruling that the damage cannot be assessed by comparing life with a defect to no life whatsoever (see also: Waller v. James (2006) HCA 16).

 

In Germany the Federal Constitutional Court ruled that the cause of action for "wrongful life" should not be recognized ( BVerfGE 88, 203 (269)), as it contradicts the constitutional principle of human dignity, entrenched in Article 1 of the German basic law. Germany of today, having internalized the horrors of the past, has recognized in its constitution and the caselaw of its courts the duty to sanctify human life.

 

The Supreme Court of Australia also reached a similar conclusion (OGH (25.5.1999) JB1 1999, 593). In France as well, as a result of caselaw that recognized the cause of action of the child, the law was amended in 2002, determining that a person cannot claim that his very birth caused him damage. The law allows the child's action only if the doctor's conduct directly caused his disability or worsened it (for a circumspective survey of the comparative law and of caselaw of additional states, see: Perry, at pp. 518 -525; the Commission Report, at pp. 32-38; Sigal, at p. 12).

 

  1. The understanding that an independent cause of action for "wrongful life" should not be recognized is thus shared by many legal systems. There is, then, a sort of "global consensus", common to the various legal systems, regarding negation of the cause of action for "wrongful life" (at very least without  legislation  that  determines  otherwise).   It  seems  that  a  judge,  who

 

sees himself (inter alia) as part of this global legal system, and who takes part in his writing in the "global chain novel", to paraphrase the well known metaphor of Ronald Dworkin ((RONALD DWORKIN, LAW'S EMPIRE 228-29 (1998)), will place before his eyes the existence of the existing consensus regarding a certain legal issue:

 

[Global judicial cooperation] can also serve as a restraint imposed upon domestic courts, preventing them from exceeding the borders of the general consensus about what the "novel" should tell... referral to foreign law is similar to Dworkin's metaphor of a chain novel. When a judge considers himself part of the system - for that matter the global legal system - he will tend to avoid a significant departure from the global consensus (Eliezer Rivlin, Thoughts on Referral to Foreign Law, Global Chain-Novel, and Novelty, 21 Fla. J. Int'l L. 1, 15 (2009).

 

Indeed, a global consensus does not oblige a court in our legal system, and in fitting cases, there might be a good reason to deviate from it; however, there is no doubt that it should be given appropriate weight, while relating to the reasons and reasoning that led to its creation, and examining whether it should be adopted in the framework of the Israeli legal system as well. In the issue before us, we should not deviate from the global consensus. The Israeli legal system sanctifies human life, and blocks any detraction from the value of life.  The life of a person, any person, is better than his death.

 

  1. Thus, our conclusion is that the child's cause of action for "wrongful life" can no longer be recognized. However, from the practical standpoint, as clarified below, a significant expansion of the cause of action at the disposal of the parents of the infant due to "wrongful birth" – a cause of action the recognition of which is not controversial – will allow granting the parents compensation that will cover the costs of raising him and all of his needs even after he grows up, and for the entire period of his life expectancy.

 

The Parents' Cause of Action – an Action for "Wrongful Birth"

 

  1. Recognition of the action for wrongful birth – the parents' action – does not raise the same problems of law and principle involved in recognition of the child's action. On that issue there was full agreement between all the Justices on the panel in Zeitsov. Thus wrote President (then Justice) Barak in that case (at p. 113):

 

"Indeed, recognition of the liability of the doctor toward the parents is in line with the regular rules of negligence law… between the doctor and the parents (who belong to the type  of people who are cared for by the doctor) there is proximity, and the doctor has a notional duty of care. On this issue, there is no importance to the differentiation between a situation in which a doctor was negligent and without the negligence the minor would have been born healthy, and a situation in which had it not been for the negligence the minor would not have been born at all.   In both

 

cases, we are dealing with the damage of parents and the deviation of doctors from the proper level of care. In the proper balancing between the interests of the various parties, the monetary burden of the medical negligence should be cast upon the creator of the risk and his insurer. It is to be hoped that in this way a proper level of health can be ensured. There is no justification for granting immunity to doctors who have caused  damage  by  their negligence… parents have a right to plan their family, and in that framework it is appropriate for the attending doctor to take proper cautionary measures toward them and inform them of the risks involved in conception, pregnancy, abortion, and birth.

 

A necessary element in formulating liability through the tort of negligence is the element of damage. The existence of this element does not, in and of itself, raise any special problem in the context of the parents' action…

 

We too are of the opinion that the parents' cause of action for wrongful birth is in line with the regular definition of the tort of negligence, and does not raise any real difficulty regarding the issue of restitutio in integrum. Indeed, in the context under discussion this cause of action raises difficulties regarding the element of causal link. In addition – and President Barak discussed this Zeitsov – "questions might arise regarding the heads of damages for which compensation is given (i.e., whether compensation  is given for the expenses and pain and suffering involved in the  raising  of  a child), and regarding the calculation of the compensation ( i.e., should the benefit stemming from raising the child be set off from the loss)" (id, at p. 113). These difficulties cannot negate the recognition of the parents' cause of action, and in any case, they will be fully worked through below.

 

  1. From the standpoint of morality and principle as well,  the  parents' claim does not raise the same difficulty that arises regarding the  infant's action. In the parents' action, the life of the child itself is  not  defined  as damage. The damage is manifest in the additional monetary implications and the psychological implications which the parents are forced to bear, due to the negligence. Accepting the parents' claim does not mean that the child's life has no worth, or that it would be better for him himself had he not been born; its meaning is that the parents were denied the possibility of choosing not to raise a child with disability, with all the difficulty that entails. There is a real difference between relating to a living and breathing child, with a personality, desires and feelings – as someone whose life is worthless, to the point that it would be better for him had he not been born, an attitude which we are not willing to accept; and relating to the right of the parents, as they were, prior to the negligent act, to choose whether to continue the pregnancy or to have a legal and permitted abortion, at the stage when their child was a fetus, devoid of independent life. Therefore, there is no contradiction between  my approach regarding the inherent value of life and the recognition of the right of the parents to choose not to bring into the world a child with disability of a severity that legally allows having an abortion.

 

When examining the parents' aforementioned right to choose, the entirety of the considerations must be taken into account, including their right to build their lives as they choose (within the law) and the considerable difficulties on the psychological, practical and even economical planes involved in raising a child with disability. Nota bene: that is not decisive in the moral issues that are external to the tort issue, which deal mainly with the question when and to what extent the parents' choice to do everything in order to avoid raising a child with disability  is  legitimate,  from  the  moral standpoint. It suffices to say that this choice is composed of many factors, which do not necessarily include a worldview according to which the life of a child with disability is not a life worth living; it is a legal choice, which is at the disposal of the parents and is denied them due to an act of negligence.

 

  1. Indeed, naturally the point of view of the parents usually changes after the birth of their child. Naturally,  once  their  child  has  been born, his parents love him. The disability only intensifies  the  love. Nonetheless, they are often capable – and the court too is capable – of separating their present love for their child from their sincere statement that if they would have been given the choice in advance, before their child was born and became a person, they would have chosen not to bring into the world a child with disability like his.

 

  1. Finally, note that we found no basis in the argument raised before us, according to which the parents do not have a cause of action as sufferers of direct damage, but only as mitigators of the child's damage. In CA 754/05 Levy v. Mercaz Refui Sha'arei Tsedek (yet unpublished, 5 June 2007)(hereinafter: Levy) we discussed the  nature  of  the  differentiation between a sufferer of primary damage and a sufferer of secondary damage:

 

"Classification of damage sufferers as primary or secondary is the result of the attempt to identify the character of the causal link between the damage caused them and the tortious conduct. The primary damage sufferer is the party whose injury – physical or property – is the direct result of the tort; the sufferer of secondary damage is the party injured as a result of the injury caused to another party" (id, at par. 22 of the judgment).

 

According to that standard, the parents' damage, which establishes a cause of action for them due to "wrongful birth", puts them in the position of primary damage sufferers. The injury to them, both on the monetary plane (derived from their duty to care for the special needs of the child) and on the non-monetary plane, is a direct injury, due to the very fact that their child was born due to the negligence.  The tortious conduct led directly to the damage of the parents. Not only was the negligent act committed directly toward the parents; the injury to them was also a  direct  injury.  The  injury  does  not derive from the disability of the child – as that disability was not even caused by the negligence; the injury stems from the costs that they bear and from the pain and suffering that they experience. The birth of  the  child  was accompanied with an economic and psychological injury to the parents. This injury  is  in  fact  the  realization  of  the  risk  at  the  outset,  which  makes  the

 

conduct of the damager tortious. If in the Levy case the mother was on the borderline between being a sufferer of primary damage and the sufferer of secondary damage, in the case under discussion the border is crossed, and it can be clearly said that there is a direct injury (and see, also: Asaf Posner "haIm Yoter hu Tamid Yoter? Hebetim Ma'asi'im laMachloket baSugiat haHolada b'Avla", at note 6 (to be published in the S. Levin Volume)).

 

  1. The conclusion is that there is no or hurdle of law or principle preventing recognition of the parents' cause of action for wrongful birth, and regarding that issue we should not stray from the rule determined in Zeitsov. Twenty five years after the Zeitsov ruling was handed down, we are making more flexible the worthy purpose which stands at its base, and allowing a solution to the great majority of the medical, rehabilitation,  and  assistance needs of the child, but we do so in the framework of his parents' action for wrongful birth.

 

  1. Alongside the theoretical recognition of the parents' cause of action due to wrongful birth, I see fit to discuss three issues that arise regarding the implementation of that cause of action.  They were not discussed extensively in Zeitsov, and the time has come for a clear rule to be determined regarding them by this Court – these issues regard the question of proving the causal link, assessment of damage, and the head of damages of injury to autonomy.

 

Proving the Causal Link

 

  1. A central difficulty inherent in the wrongful birth cause of action relates to the element of causal link between the tortious act (the doctor's negligence) and the alleged damage (that stems from the child's disability). Indeed, as any tort action, the parents' action also requires proof of a causal link, and it has already been ruled on that matter that "the task of deciding the question of the existence of a causal link between the breach of the disclosure duty of the doctor and the damage manifest in wrongful birth – is not at all easy. It requires the court to try to search the souls of the parents and to determine what their position would have been regarding the question of continuing the pregnancy had they been exposed to all of the information they needed (Hendel, J. in CA 9936/07 Ben David v. Entebbi (yet unpublished, 22 February 2011)).

 

In the cases under discussion, it is clear that the infant's disability is a birth defect that was not caused as a result of the doctor's act or as a result of his omission. In such circumstances it must be proven in the framework of proving the element of causal link, that had it not been for the negligence, the parents of the infant would have chosen to terminate the pregnancy by having an abortion, and thus would have refrained from bringing him into the world. Against that backdrop, a number of practical, moral and theoretical questions arise: how will the parents prove in such actions the element of causal link, in other words, that had it not been for the negligence they would have chosen to terminate the pregnancy? Is it appropriate, in light of the psychological and moral difficulties which examining the parents on the witness stand raises, to waive the requirement of proving causal link in cases for wrongful birth completely?  Is the court permitted to rely upon group considerations

 

as a basis for deciding the question of causal link? These questions will be examined below.

 

  1. In order to prove the causal link between the negligence and the various types of damage stemming from the child's defect, it must be shown, in the first stage, that if all of the relevant medical information (information which was not brought to the knowledge of the parents due to the negligence) would have been before the pregnancy termination committee, the committee would have permitted the parents to terminate the pregnancy. In the second stage, and only if the answer to the first question is positive (as otherwise, in any case the causal link is broken), the parents must show that if it weren't for the negligence, they indeed would have applied to the pregnancy termination committee for permission (Mr. Posner, in his aforementioned article, calls stages "hurdles": "the objective hurdle" requires proof that the pregnancy termination committee would have approved the termination of the pregnancy; and "the subjective hurdle" requires showing that if it weren't for the negligence, the woman would have decided to terminate the pregnancy).

 

  1. Proof of the parents' entitlement to terminate the pregnancy pursuant to a decision of the pregnancy termination committee relies on clear criteria, entrenched in statute and in Health Ministry guidelines. Performing artificial abortions in Israel is arranged in sections 312-321 of the Penal Law, 5737-1977 (hereinafter: the Penal Law). Pursuant to the provisions of that law, performing an abortion ("termination of pregnancy") is conditional upon the informed consent of the woman and permission from the pregnancy termination committee. The makeup of the committee and the causes for granting permission are generally set out in sections 315-316 of the Penal Law. For our purposes the cause determined in section 316(a)(3) of the law, regarding an infant that is "liable to have a bodily or psychological defect," is important. To this general provision we must add the guidelines of the Health Ministry, which detail how the committee is to employ its discretion, according to the stage which the pregnancy has reached. On this issue, an important criterion is the question of the fetus' reaching the "viability stage", set at the age of 24 full weeks. Whereas the "regular" committee hears applications for termination at the beginning of a pregnancy, over this age of pregnancy, a "multi-district committee", as defined in Health Ministry circular 76/94 of 28 December 1994, hears the application for termination of pregnancy. Health Ministry circular 23/07 of 19 December 2007 is intended to arrange the issue of termination of pregnancy at the viability stage, and determines on that issue a detailed hierarchy of disabilities, ranked according to their influence on functioning (slight, medium, and severe disabilities). The circular determines a clear relationship between the type of disability, the risk that it will occur, and the stage of pregnancy.

 

  1. The criteria that guide the committees serve, de facto, to demarcate the boundaries of the wrongful birth cause of action, as this cause of action does not arise
  • due to lack of causal link – where the disability is not of the type that would lead to the granting of permission to perform an abortion. Furthermore, there is a logical- statistical fit – which is an appropriate one – between the considerations that the committees take into account in their decisions, and the considerations that guide the parents when they wish to receive permission to terminate a pregnancy. In light of that, it is appropriate that the pregnancy termination committee decision serves also as

 

a sort of refutable presumption regarding the parents' stance about terminating the pregnancy.

 

That presumption may help in solving a part of the difficulties that arise from the second stage needed in order to prove the causal link. As stated above, the parents must prove that if it hadn't been for the negligence (that is to say, if the full relevant medical information had been before them), they would have chosen to terminate the pregnancy. It is uncontroversial that requiring the parents to prove that they would have terminated the pregnancy, by examining them on the witness stand after their child has come into the world, raises considerable difficulties.

 

46.Thefirstfromtheveryneedtoahypothetical factualchain:wouldifthewouldhaveknownabouttheyindeedappliedtofortotheiftheyhaveapplied–wouldthehavetheirAndifitwouldhavethe–wouldtheThisnotonlyfortheneedtoquestionsariseseverydayincases.fortheKadosh rulingtheinthecausaltestsinoftheconsentcauseofaction,totheneedtoassesanevent(CA1303/09 Kadosh v. Beit haCholim Bikur Cholimpar.ofopinion5MarchKadosh"Theaccepted–thuswaswritteninanothercase–"arenotappropriateforcasesinwhichtheassesshowagivenwouldhaveactedifthehadprovidedhiminadvance with the information the and in a (CA4384/90Vaturi v. Beit haCholim Laniado,51(2)IsrSC171,191 (1997)).

 

47.InKadosh –inofconsent–we regarding theproperforprovinglink (id, par.26 ofopinion).Inotedthattheobjective testtotheinterestthe control his as it"distances fromthe desire ofparticularandreliesupondesireconsiderationsof J. inCA2781/93Da'aka v. Beit haCholim  'Carmel', Haifa,IsrSC526,606Da'aka)).Yet,aschoiceofasubjective alsoraisesbecausethestagewhenthepartyknowsthetortioushisOnissue(thenJustice)D.isnodoubtthatisintheoftheattheashealwaysdealsthiswithabackwardglance,atatimewhen hefromtheof Inthe courts thatitisnottorequireainagonyduetothathewasgiven,totestifyandpresenttheanswertothewhathewouldhavedoneatthethedecisiontothewasmade,ifhehadknownofallthe (Da'aka, at p.553).

 

These difficulties raised by the implementation of the subjective test for examining the existence of causal link are infinitely intensified when dealing with the

 

parents' claim for wrongful birth. The assumption that "it isn't human" to expect that a patient "testify and reliably present" how he would have acted had he known the facts necessary for decision as they really were, is reinforced in the context under discussion and emphasizes the psychological difficulty that parents are forced to deal with. Indeed, in addition to the regular difficulty inherent in such testimony, the parents are also forced to explain how their testimony on the witness stand, that they would have chosen to terminate the pregnancy in case of a defect like the one that occurred, is in line with their love for their child, once he has been born. In this context, the argument has been made that where the court accepts the parents' factual version, according to which they would have aborted the fetus, a moral problem is also created, and a rift is liable to be caused between the parent and the child. That, however, is not so.

 

  1. Indeed, the moral dilemma involved in investigating the parents on the witness stand reflects, in full force, the complexity of the cause of action for wrongful birth. The question of causal link is examined ex ante, and examines what the parents would have decided at the time of the pregnancy had they been supplied with the full relevant data; however their testimony is given ex post, after their child has already been born (this dilemma also arises regarding the damage question, and shall be discussed in that context below). Mr. A. Posner answers this dilemma, in the framework of a dissenting opinion in the commission, as follows: "a completely correct answer is that when the question of termination of pregnancy (or the question whether to get pregnant) was under discussion, the infant did not exist, at all (in case the question was whether to get pregnant), or in his present form, the form of a living person. A parent is not required to tell his child 'I am sorry that you are alive' or 'I don't love you'; it is sufficient that he persuade that when the pregnancy was in its early stages, or the fetus not yet a known person, the mother would have terminated the pregnancy" (Commission Report, at p. 105). There is no better concretization of parental sentiment than the words which came from the heart in one testimony before the district court (in CC (Be'er Sheva District Court) 3344/04 R. W. v. Maccabi Sherutei Briut (unpublished, 21 August 2008)). The testimony – of a woman raising her handicapped son – was that she would not have hesitated to terminate the pregnancy had she known of the existence of any defect, on the basis of the difficulties she experiences in the daily confrontation with the difficulties of her previous child, who suffered from cerebral palsy. Despite her unwavering position regarding getting an abortion, the mother testified: "I love R. very much, he contributes an enormous amount to the family, he is our light, he is our sun… I do not say he constitutes damage to the family, but if I would have gotten an abortion, in another year the same R. would have been born, but with a hand, and then he would have contributed to the family in the same way but he would not suffer from all the problems that a handicapped child has… we now are crazy about him, he is everything for us, that is clear…" (id, par. 4 of the judgment).

 

  1. An additional difficulty arises on the practical level. It is argued that proving the causal link element might be more difficult for certain groups of claimants than for other such groups. The courts have concluded, more than once, that certain parents would have chosen not to have an abortion, even if they would have had all the needed information. The courts so ruled, finding assistance in data on issues such as lifestyle and religious belief; existence of fertility problems and difficulty in conceiving in the past; as well as the age of the mother and her obstetric history.

 

According to this argument, for example, an ultra-orthodox mother, whose first pregnancy was achieved in excruciating fertility treatments at a relatively late age, is likely to have a more difficult time proving that she would have an abortion had she been aware of the existence of a risk that the child would be born with a defect, in comparison to a secular young mother with a number of children whose pregnancy was spontaneously achieved. Moreover, the use of such data led to the argument – which was sounded in the hearing before us as well – that the requirement of proving that had it not been for the negligence the parents would have chosen to terminate the pregnancy, harms parents who are willing to bear the difficulty of raising a child with disability and rewards the very parents who are not willing to bear that difficulty (a similar argument is also raised in the legal literature in the United States, and see: Wendy F. Hensel, The Disabling Impact of Wrongful Birth and Wrongful Life Actions, 40 Harv. C.R.-C.L. L. Rev. 141, 172 (2005); it is further claimed that parents who due to their religious beliefs would not have an abortion are thus discriminated against.

 

  1. As a result of these difficulties, in a number of judgments of the first instance the opinion was expressed that the requirement of proof that the parents would have chosen to have an abortion can be completely waived, and replaced with a legal presumption. Thus, for example, Judge M. Drori ruled in CC (Jerusalem District Court) 3198/01 A. v. The Jerusalem Municipality (unpublished, 12 May 2008) that:

 

prima facie, such an a-priori presumption stands in contradiction to one of the foundations of tort law, that the conduct of the defendant or defendants was the sine qua non of the damage… thus, for example, if it is positively proven that the damaged party would have been born with the defect even if there hadn't been any negligence, prima facie, it should not be said that the negligence is the reason for the damage, and the defendants should not be charged for it…

 

However, in my opinion, there is great and important public benefit in adopting the approach of Judge Benyamini [regarding waiving the requirement of proof that the parents would have had an abortion – E.R.]. Not only do we prevent the need for the parents' testimony, with their retroactive vacillations, but Judge Benyamini's approach entails equality between all pregnant women, regardless of religion, race or belief.

 

… is compensation for a secular Jewish woman certain, but all the other women must explain what the range of beliefs is in the religion to which each of them belongs, and whether or not they would have had an abortion?! Is there a need, in each particular case, to focus upon the details of that religion, on the approaches and nuances in it, and to determine whether according to that religion abortion would have been permitted in the circumstances of that defect, and after that, will there be a need to categorize the claimant mother in the relevant subgroup in that religion and to determine whether she would have had an abortion, according to what is customary in that subgroup of that religion?!" (id, par. 285-286 of the judgment).

 

And see the judgment of Judge A. Benyamini: CC (Tel-Aviv District Court) 1226/99 A.L. v. Yaniv (unpublished, 29 March 2005).

 

  1. Despite the difficulties described above, the requirement of proving the existence of a causal link between the negligence and the damage cannot be waived (this conclusion was reached both by the majority and by the minority opinions in the Mazza Commission – see p. 47 and 98, respectively). A solution like that proposed above is not possible in the framework of existing tort law. It is, de facto, the forfeiting of proof of one of the elements of the tort of negligence, as without proving that if it had not been for the negligence the parents would have chosen to have an abortion, it is not possible to prove causal link between the negligence and the birth of the child. Waiving proof of the causal link element in actions of this type would lead to casting liability upon parties who may not have actually caused the damage, and to entitlement of plaintiffs with compensation for damage which was not caused them by a tort. Not only is such a result at odds with tort law and its objectives; in addition, it does not do justice, in that term's basic meaning, with the parties in the suit. In the American legal system as well the mother is required to prove that had it not been for the negligence, she would have had an abortion (see, e.g.: Dumer v. St. Michael’s Hospital, 69 Wis. 2d 766, 776, 233 N.W.2d 372, 377 (Wis. 1975); Alan J. Belsky, Injury as a Matter of Law: Is this the Answer to the Wrongful Life Dilemma? 22 U. Balt. L. Rev. 185 (1993)), despite the potential that the parents' testimony on the issue may harm the welfare of the child )Keel v. Banach, 624 So. 2d 1022, 1026 (Ala. 1993)(.

 

  1. Thus, to the extent that the parents are interested in suing on the basis of the cause of action of "wrongful birth", they must prove the causal link element of that cause of action. The refutable presumption, based upon the decision of the authorized committee, will assist in overcoming these difficulties.

 

Despite the fact that the proof of the causal link element cannot be waived, there is difficulty in dealing with the details of the religious beliefs of the parents, as well as in dealing with other group-based considerations. In any event, attempting to retrospectively determine how the parents would have chosen to act inherently involves a great extent of uncertainty. The various indications in which courts find assistance – including data such as a religious lifestyle, age, obstetric history and performance of additional tests in the framework of private medicine, are merely general indications, which, practically, rely to a significant extent upon group data. Categorizing the parents in one of these groups or another is plagued with a significant extent of speculation. In cases in which the court must rely upon general, group data, there is no choice but to choose a certain level of abstraction, and courts often determine working assumptions which assist in dealing with the inherent uncertainty (and see, in the context of calculation of compensation: Eliezer Rivlin and Guy Shani "Tfisa Ashira shel Ikaron Hashavat haMatzav le'Kadmuto baTorat haPitsui'im haNeziki'im" Mishpat v'Asakim 10 499 (2009)). Furthermore, group data are not always evidence of the tendencies of the individual. Even in routine times – but especially in times of crisis – the individual is likely to stray from group dictates and conventions, especially when they are group conventions. In fact, the individual's original position might be more complex and multifaceted than can be assessed according to his belonging to one group or another. Thus, significant weight should be given to the first question that was presented regarding causal link – the question

 

whether the pregnancy termination committee would have approved an abortion in a given case.

 

As mentioned above, the decision of the pregnancy termination committee should serve as a sort of refutable presumption regarding the parents' stance about having an abortion. In general, where an abortion is permissible according to the societal convention, as expressed in the criteria which guide the pregnancy termination committee, as said, it can be assumed, as a factual assumption, that typically, the individuals in society would also plan their actions in a similar fashion. Nonetheless, it should be emphasized that this is a factual, not a normative, assumption; in no way can it determine that refraining from having an abortion, in circumstances in which the pregnancy termination committee would have allowed an abortion, is unreasonable or undesired conduct. Its meaning is merely that from the practical standpoint, it should be assumed that typically, the individuals in society usually act, at least proximately, in a way that fits the criteria that guide the pregnancy termination committees.

 

  1. It should also be emphasized that the presumption according to which, in circumstances where the pregnancy termination committee would allow an abortion the parents would also have submitted an appropriate application to the relevant committee, can not be refuted exclusively through general data, i.e.. regarding membership in a certain religious sector. Such data is at times likely to be relevant, but since it represents a single aspect of all the individual data regarding the woman, great caution should be employed in making conclusions upon it. Thus, it should be remembered that the question to be decided is not what is the stance of the religion to which plaintiffs belong regarding having an abortion in the circumstances of the case, but rather how the particular claimants standing before the court would have acted. As mentioned above, the individual himself is likely to stray from group dictates or conventions, especially when the conventions are group conventions; and relating to him, factually and normatively, as an individual whose choice is not predestined, is inevitable. Thus, it is not sufficient that the parents' religion prohibits them from having an abortion to determine the result; in order for that datum to be relevant for decision, the court must be persuaded that the mother would have obeyed that prohibition de facto. Of course, it is not impossible that having an abortion in certain circumstances would be permitted within the various religious beliefs, and often there are various approaches in the different religions regarding the circumstances which justify having an abortion (on this issue see, e.g.: CC (Jerusalem District Court) 3130/09 A.K.V. v. Sherutei Briut Klalit (unpublished, 28 November 2011); CC (Jerusalem District Court) 9134/07 Alsayad v. The State of Israel (unpublished, 17 February 2011)).

 

In fact, even today the courts of first instance do not rely exclusively upon data such as religious affiliation, and more significant weight is given to the individual data of the case (see e.g.: CA 7852/10 Tidona v. Kupat Cholim Leumit shel ha'Histadrut ha'Ovdim (unpublished, 15 March 2012); CC (Haifa District Court) 1014/05 Zidan v. The State of Israel (unpublished, 24 December 2011); CC (Central District Court 5193-11/07 S.M.S. v. Malach par. 5(d)(99)(unpublished, 14 September 2010); CA (Haifa District Court) 10492/97 Aftabi v. Sherutei Briut Clalit (unpublished, 30 September 2001)).

 

  1. Finally, it should be emphasized that where it has been proven that the pregnancy termination committee would have allowed an abortion, even if the parents could not prove that they themselves would have chosen to terminate the abortion, that does not derogate from their ability to sue for the damage caused to them due to the violation of their autonomy, and in other words: their right to make such a significant decision in their lives in an enlightened fashion. For that damage they are entitled to separate compensation, and I shall discuss that extensively below.

 

The Question of Damage and Calculating Compensation

 

  1. Having passed the hurdle of the causal link, it must be further determined, in the framework of the parents' action, what damage entitles them to compensation. The question that needs to be considered is whether the parents are entitled to compensation only for the additional expenses they must bear for the medical care and assistance for their child – and at a certain point living expenses (hereinafter: the Additional Expenses), or should they also be compensated for the expenses involved in raising their child, including those which they would have borne had the child been born healthy. These expenses, which a healthy child requires in any case (hereinafter: the Regular Expenses), are considered the "base cost" (or "base layer", in the words of commission member Asaf Posner, adv), as opposed to the Additional Expenses which stem from the child's disability.

 

56.Itisinatortaction,compensationisgivenonlyforthebytheandisnottheexpenseswhichwouldhavebeenborneevenifthewouldnotoccurred.Thus,forexample,whenaninfantisinjuredto(and birth), the for the of aidThecourtreduces,theofhoursneededtotakecareofthetheofhoursneededtoforachild,andisgivenfortheresultinginotheronlyfortheadditionalapersonwhoiswoundedinanandneedsa vehiclein ordertoget around, will receive only theadditionthatisfromhisinotherthethetheanditsandofacarandits(andtheexamplesintheCommission Report –thePosner opinion, at p. 115).

 

It would have been possible to think that the implementation of the restitutio in integrum test in the parents' action for wrongful birth would determine that had the negligence not occurred, the child would never have been born, so the parents would not have had to bear any expenses whatsoever for raising the child. Making the parents' situation as it would have been had the negligence not occurred according to the regular rules requires, prima facie, compensating them both for the regular expenses involved in raising a child and for the special expenses caused to them due to the child's disability. The "Additional Expenses", according to those principles, also include the regular living expenses.

 

57.inpractice,intheparents'actiononbasisofbirthcauseofthe"Additionaladultarethosebeyondregularexpenses. shouldnotbetotheparentsforthe

 

regular expenses involved in raising a healthy child, during the period before he reaches adult age; they should be compensated only for the additional, special expenses, which they bear due to the birth defect. Indeed, had the negligence not have occurred, the child would never have been born; however, there are  good reasons not to charge the negligent damager to pay all of the expenses of raising the child. These reasons reflect the complexity of the cause of action under discussion, and emphasize the theoretical and practical difficulties inherent in this cause of action, with which the courts of various instances have dealt over the years. What are these reasons?

 

Casting liability upon the defendant who caused the damage, as detailed above, is done from an ex ante point of view, and under the assumption that if the parents had been given a choice in advance, before their child was born, they would have preferred, under the particular circumstances, not to bring a child with that disability into the world; however, examination of the damage caused to the parents cannot be performed whilst ignoring the change which has occurred in the passage from liability to damage – the change manifest in the birth of the child. Examination of the damage must thus be done from an ex post point of view, which takes into consideration the fact of the child's existence, which is not considered, and must not be considered, in and of itself, to be damage. In retrospect, after the disabled child has been born, his very birth is not considered to be damage in his parents' eyes. The feeling of love which the parents feel toward their child also exists when the child is born with disability. Those feelings also exist if, had they been given a full choice at the outset, the parents would have chosen not to bring the child into the world. After he has entered the world, his parents want him and enjoy the intangible advantages stemming from his very birth and his upbringing. The Mazza Commission described this well in its report: "Indeed", it was noted, "the disabled life of the child itself does not constitute damage to the infant, and his parents as well, after he has entered the world, are not considered injured due to his very existence; however, as needs have been created which involve special expenses, the party without whose negligence these special costs would not have been created should bear them" (id, at p. 60).

 

The American Court described this in Marciniak v. Lundborg, albeit in a different context (of raising a healthy child whose parents did not want to be born), but from the viewpoint of the child, whose parents are suing for compensation for his birth. The following is applicable also to the need to compensate the parents for the Additional Expenses:

 

Defendants next argue that "awarding damages to the parents may cause psychological harm to the child when, at a later date, it learns of its parents' action for its wrongful birth thereby creating an 'emotional bastard.'" Again, we do not agree. The parents' suit for recovery of child rearing costs is in no reasonable sense a signal to the child that the parents consider the child an unwanted burden. The suit is for costs of raising the child, not to rid themselves of an unwanted child. They obviously want to keep the child. The love, affection, and emotional support any child needs they are prepared to give. But the love, affection, and emotional support they are prepared to give do not bring with them the economic means that are also necessary to feed, clothe, educate and otherwise raise the child. That is what this suit is about and we trust the child in the future will be

 

well able to distinguish the two. Relieving the family of the economic costs of raising the child may well add to the emotional well-being of the entire family, including this child, rather than bring damage to it (Marciniak  v.  Lundborg,  153 Wis. 2d  59,  67,  450  N.W.2d  243,  246

(Wis. 1990)).

 

  1. Of course, that cannot detract from the severity of the difficulties which the parents of disabled children experience or the suffering which is the destiny of parents who themselves experience the suffering of the child; for these damages – to the extent they are proven – the parents will be compensated separately, in the framework of the head of damages for pain and suffering. At the same time, the point of departure for the assessment of the parents' damage is that the life of the child – after he has been born – is not, in any way whatsoever, damage for which compensation should be made, and that this is how the parents also see it. Thus, the regular expenses which the parents bear for raising the child – are not damage. The damage is thus manifest in the Additional Expenses – the additional costs stemming from the negligence of the damaging defendant, and it is only natural that the parents receive compensation for them.

 

  1. Here the special and extraordinary force of the action for wrongful birth is revealed: the inherent dissonance between the negligence in providing the information necessary to make a decision whether to bring the child into the world and the character of the damage, which is caused after the child has already entered the world, when his very life is not considered damage.

 

Nota bene: the same conclusion, according to which the defendant is charged with the Additional Expenses, can also be reached from another perspective, which is actually the other side of the same coin: in principle, the positive results of the birth of the child must also be expressed, and as a practical issue, the way this is done in the framework of the doctrine of compensation is quantification of all of the intangible benefits stemming from the birth of the child and his upbringing, and discounting them from the compensation to which the parents are entitled. A general estimation of these benefits will approximately equal the regular expenses involved in raising a child. Discounting the regular expenses involved in raising the child from the total of all the expenses involved in raising him leads to those very Additional Expenses, which stem from the child's disability (to which the non-monetary damage must be added).

 

This concludes the discussion of compensation for the parents for the period before the child reaches adulthood.

 

60.theafterchildhisshouldbegrantedfortheiroftheirchild,asunlikecase,hisdependenceuponthemcontinuestodisabilityduringthisaswell,andinfact,for the entire period of his life expectancy.Inofforthesedamages,thereispreventingtakingintoaccountlengthofperiodofhiswhere,tohischildcontinuestobedependentuponhisparentsasanadult,especiallyduetofactthatthereisnoabouttheparents'intocareforneedsoftheirchildrenwhoareuponthatdutyis

 

even manifest in law, in sections 4-5 of the Family Law Amendment Law (Support), 5719-1959. It is uncontroversial that had there been no negligence, the parents would not have to bear the expenses of support for their child after he reaches adulthood.

 

During the period of his adulthood, had it not been for his disability, the child would be expected to earn his living. To the extent that the disability detracts from his earning ability, his parents have the duty to sustain him and to supplement what he lacks. In other words: during the child's adulthood, his parents bear both the special expenses due to his disability and his regular living expenses, which he himself would have borne, were it not for his disability.

 

  1. Where the child is expected to earn money despite his disability, the amount of his expected earning – in other words, the relevant part of the average salary in the economy – must be subtracted from the compensation granted to his parents. We have already ruled that it should be assumed that a healthy minor, when reaching adulthood, would earn the average salary in the economy, and that this salary would be used for his sustenance, in other words: his living expenses and welfare. From the practical standpoint, the parents should be compensated for the period of the child's adulthood, for all the "Additional Expenses", which, in said period, are the regular living expenses and the special medical and assistance expenses. Only if the infant is expected to earn a certain percentage of the average salary is there a need to subtract this percentage from the compensation. De facto, in the usual case, in which the injured child continues to be in his parents' house or in the community, the compensation paid to his parents will not be different than the amount of compensation which would be paid to him himself if he had a cause of action, in the framework of which he would sue for earning losses.

 

  1. This will be demonstrated numerically:

 

Let us assume that the average salary in the economy is 10,000. Due to his disability, the child's earning ability is reduced by 50%, in other words, a loss of 5,000 has been caused him, and this amount would be paid to him if he had a cause of action of his own. Let us assume, in addition, that he is also entitled to additional medical and assistance expenses (in comparison to a healthy child) of 15,000. In total, the compensation he would receive in his own suit would be 20,000. Seeing as the child does not have a cause of action, and the cause of action is that of the parents, they are entitled, in the usual case, to compensation for all the additional expenses, that is: 15,000 for medical and assistance expenses, and in addition, the child's regular living expenses, which they have to bear due to the detraction from the child's earning ability, in other words: an additional 5,000. In total, the amount that the parents will receive is identical to the amount that the child would receive if he had a cause of action.

 

It should however be remembered that the compensation is always individual; there thus might be situations in which the compensation changes; for example, when dealing with a child who is expected to live in an institution, which certainly might influence his living expenses.

 

  1. For the sake of comparison: in most of the cases from states in the United States, the parents were granted compensation only for the Additional Expenses that

 

they must bear in order to care for their child which are due to his disability, and they were not compensated for the regular expenses involved in raising a child:

 

Although the question of damages has presented a difficult and troublesome problem to those courts which have  considered  wrongful birth claims, we align ourselves with the majority of jurisdictions which have limited the parents' recovery of damages to the extraordinary expenses - medical, hospital, institutional, educational and otherwise - which are necessary to properly manage and treat the congenital or genetic disorder. Siemieniec v. Lutheran Gen. Hosp., 117 Ill. 2d 230, 260, 512

N.E.2d 691, 706 (Ill. 1987).

 

Another case clarified (emphasis added):

 

Indeed, the central policy of all tort law is to place a person in a position nearly equivalent to what would have existed had the defendants' conduct not breached a duty owed to plaintiffs, thereby causing injury. In the context of wrongful birth, this means the situation that would have existed had the child actually been born in the state of health parents were led to believe would occur. Damaged are not gauged against the state of affairs that would have existed had the child never been born, because parents always assume the costs of healthy children born to them, even if unplanned. This policy can be fulfilled here only by allowing recovery of all future extraordinary expanses [the child] will incur. Kush v. Lloyd, 616 So. 2d 415, 424 (Fla, 1992).

 

The decisions of the American courts were based upon various reasons, including those detailed above. Thus, for example, it was held that if, in principle, the parents were entitled to compensation for all of the expenses of raising their child, as had it not been for the negligence he would never have entered the world and his parents would not be required to bear any expenses for him, the intangible benefits involved in the birth and raising of a child, including a child with disabilities, must be set off from that compensation. It was held that those benefits equal, at very least, the regular expenses involved in raising a child (Ramey v. Fassoulas, 414 So. 2d 198, 200-01 (Fla. App. 3d Dist. 1982)). It was further determined that casting the regular expenses involved in raising a child upon a third party is not proportionate to the fault of the negligent party and is contradictory to the idea that the primary and predominant duty to care for the needs of the child, whether wanted or not, is that of the parents (see: Rieck v. Medical Protective Co., 64 Wis. 2d 514, 518-19, 219 N.W.2d 242, 244-45 (Wis. 1974); Ramey, at p. 200). Last, it has been emphasized that in their decision to bring a child into the world, the parents necessarily agree, of their own volition, to bear the regular expenses of his upbringing, and thus it cannot be said that these expenses were caused by negligence (Clark v. Children’s Mem. Hosp., 955 N.E.2d 1065, 1083 (Ill. 2011)). On the other hand, a minority of US state courts charged expenses for all of the expenses of raising a child born due to the defendant's negligence, as had it not been for the negligence, the child would not have been born at all (Robak v. United States, 658 F.2d 471, 479 (7th Cir. 1981)(.

 

64.InEnglandaswellthecourtstendnottoforfullexpensesoftheandtheisforthe

 

additional expenses. The English judgment in Parkinson v. St. James and Seacroft University Hospital NHS Trust  explained:

 

A disabled child needs extra care and extra expenditure. He is deemed, on this analysis, to bring as much pleasure and as many advantages as does a normal healthy child. Frankly, in many cases, of which this may be one, this is much less likely. The additional stresses and strains can have seriously adverse effects upon the whole family, and not infrequently lead, as here, to the break up the parents' relationship and detriment to the other children. But we all know of cases where the whole family has been enriched by the presence of a disabled member and would not have things any other way. This analysis treats a disabled child as having exactly the same worth as a non-disabled child. It affords him the same dignity and status. It simply acknowledges that he costs more. (Parkinson v. St. James and Seacroft University Hospital NHS Trust [2001] EWCA Civ 530).

 

Similarly, the courts in Canada follow the English system, and the compensation is granted only for the additional expenses stemming from his upbringing (Zhang v. Kan, [2003] B.C.J. 164, 2003 BCSC 5 (Can); Dean Stretton, The Birth Torts: Damages for Wrongful Birth and Wrongful Life, 10 Deakin L.R. 319, 324 - 25, (2005)).

 

65.Thisaccordingtowhichtheparentsshouldbeonlyforadditionalexpenses–wasalsobytheofoftheMazza CommissionItwasinCommission Report inthisthat"theofforthewehavedecidedtoisthatthewhonegligentlythebirthachildexpressedrealhandicapwhowouldnotbeenbornhaditnotbeenforthishasthedutytobearthemonetaryin providing the special needs of the infant which stem from his disability added–E.R.).Asthepeoplewhoareresponsibleforfortheinfantandcareofhisneedshisandtheybeartheofthiscostde factotheoftheparentstoandreceivetocoverneedsoftheinfantduetohisfromthepartyforshouldbe(id, p. 60).

 

However, as noted, "the Additional Expenses" in the usual cases also increase during the child's period of adulthood, such that they include his regular living expenses, which his parents must bear. Whereas the child lacks earning capability, the "Additional Expenses" thus include, in the usual cases, the living expenses as well, which, lacking evidence showing otherwise, equal the average salary in the economy.

 

  1. To sum up: a party who, by his negligence, caused the birth of a child with disability, who would not have come into the world had it not been for that negligence, has the duty to bear the additional expenses involved in raising the child, expenses which stem from his negligence, which reflect the child's special needs due to his disability, in accordance with the circumstances of each given case and for the entire period of the child's life expectancy. This compensation shall include all the additional expenses needed in the particular case, including: medical expenses, third

 

party assistance, rehabilitation expenses, education expenses including ancillary expenses, housing expenses and mobility expenses. During the child's adulthood, and for the entire period of his life expectancy, his parents shall be entitled to compensation for his regular living expenses as well, to the extent that he lacks earning ability and there are no special circumstances negating that entitlement.

 

  1. Note, incidentally, that a different question arises where the cause of action is for "wrongful pregnancy" (or "wrongful conception"), where the parents wished to avoid bringing children into the world at all, even healthy children, and due to negligence in medical care that choice was denied them (see, e.g., CC (Jerusalem District Court) 1315/97 A. v. Kupat Cholim shel haHistadrut haKlalit shel haOvdim b'Yisrael, IsrDC 5763(2) 309 (2004); CC (Haifa Magistrates Court) 4503/06 A. v. the State of Israel (unpublished, 4 March 2012)). Discussion of actions such as these and the scope of compensatable damage is not necessary for our purposes, and I shall leave it for when it arises. Note, however, that in other legal systems in cases in which a disabled child is born as a result of wrongful pregnancy as well, compensation has been granted only for the Additional Expenses (see e.g. in England, the aforementioned Parkinson case). This result is correct a forteriori in our case, in which the pregnancy in and of itself was wanted, but the parents wanted a healthy child. In any case, as mentioned above, there is no need in the circumstances of these cases to express an opinion on the question what the proper compensation is in the case of unwanted pregnancy in our legal system.

 

Non Pecuniary Damage

 

  1. Customarily, psychological damage sued for in an action for wrongful birth is categorized as "pure" psychological damage, lacking physical damage to the claimants. This classification is not devoid of doubts (compare, e.g. the enlightening judgment of Baroness Hale in the Parkinson case). In any event, the psychological damage in the case before us is ancillary to pecuniary damage, so it in any case does not stand alone.

 

  1. Even if the psychological damage caused to the claimants before us is categorized as pure damage, the entitlement to compensation for pure psychological damage which is not ancillary to relevant physical injury (see: Eliezer Rivlin "Pitsui'im begin Nezek lo Muchashi u'begin Nezek lo Mamoni – Megamot Harchava" The Shamgar Volume – Part C 32 (2003)), was already recognized in CA 243/83 Jerusalem Municipality v. Gordon, 39(1) IsrSC 113 (1985), where negligence liability was determined for pure psychological damage caused to the party directly damaged; later, the status of "quasi-directly" damaged parties was recognized as equal to that of directly damaged parties (the Levy ruling). In that case, compensation was granted to parents suffering psychological damage due to the death of fetuses due to negligence; similarly, the entitlement of partners to compensation for psychological damage caused them due to the woman's unnecessary abortion caused by medical negligence was recognized (CA 398/99 Kupat haCholim shel haHistadrut haKlalit v. Dayan, 55(1) 765 (1999)).

 

  1. In cases of wrongful birth the psychological damage continues for the lifetimes of the parents (the claimants). It is not single-event damage. It is not damage that is caused over a short period.  The parents must care for the child for the

 

rest of their lives. They are vulnerable to his suffering, and are entrusted with his welfare. They accompany his pain, his suffering day and night, and these become their pain and suffering. They direct their lifestyle in a way that will allow them to fulfill their responsibility for the child. Their life changes, at times completely. Activities that once seemed natural and easy to do become unbearably difficult. The need to care for the future of the child, with all their might, keeps them awake at night and drains their resources. This is continuous damage. It is different and separate from the violation of autonomy which is a single-event violation which takes place at the moment when the choice was denied them. The continuous and severe psychological damage thus requires large and significant compensation.

 

Violation of Autonomy

 

  1. The final question which requires our decision is the question of the relationship between the cause of action for wrongful birth and the cause of action for violation of autonomy, in the framework of the parents' action.

 

In Kadosh we extensively discussed the importance of the right to autonomy and the individual's right to sue for compensation due to violation of that right. It was again clarified that the right to autonomy is "the right of every individual to decide about his acts and desires according to his choices, and to act according to those choices" (the Da'aka ruling, at p. 570); this is a persons right "to write his life story" (the Abu Hana ruling, at p. 48). It was emphasized in Kadosh that "the individual's autonomy stands at the heart of human dignity. It is a right that constitutes a fundamental value in the Israeli legal system, and 'constitutes one of the central manifestations of the constitutional right of every person in Israel to dignity, entrenched in Basic Law: Human Dignity and Liberty' (the Da'aka ruling, at p. 571; HCJ 4330/93 Ganem v. Va'ad Mechoz Tel Aviv shel Lishkat Orchei haDin, 50(4) IsrSC 221, 233-234 (1996))"(par. 31 of my opinion).

 

Demarcation of the boundaries of the entitlement to compensation for violation of autonomy is carried out through demarcation of the violation which leads to entitlement to compensation:

 

"Only a violation in the heart of the right to choose, in "the 'inner penumbra' of the human right sanctifying autonomy (as stated in the Bruria Tsvi ruling) and on a substantial matter, will entitle the claimant to significant compensation. An example of such a violation can be found, as noted above, in medical care, "located in the inner penumbra of this right of every person to control his life", as "it might have a direct influence, and at times an irreversible one, both on his lifestyle and on his quality of life" (the Da'aka ruling, at p. 532). An additional example is a violation of a person's ability to weave his life story (the Abu  Hana ruling). A demarcated definition of the injury that leads to entitlement to compensation will help the courts entrench the status of the right to autonomy, but whilst charging compensation only in the fitting cases "(the Kadosh ruling, at par. 39 of my opinion).

 

72.Violationofisaheadofdamagesintheoftheofpar38ofopinion;seealso72oftheopinionofAmit, J.).Of

 

course, in an action for wrongful birth as well the violation of autonomy is likely to serve as compensatable damage. The question arises, what the relationship is between the head of damages of violation of autonomy and the other heads of damages in the parents' action.

 

In Kadosh I wrote that compensation for violation of autonomy is not granted to the damaged party "for the very violation of his constitutional right abstractly and in principle", but for "real result-based damage" caused him (in the words of the article of Yifat Biton "Ke'evim b'Eizor haKavod" Mishpat u'Mimshal 9 137, 145-146 (2005)(hereinafter: Biton)). These damages, which can be identified as "violation of feelings", include the feelings regarding "violation of dignity, psychological suffering, humiliation, shame, sorrow and insult, frustration, undermining of trust in others, undermining of one's view of oneself, and injury to the self assessment of the individual or his ability for self realization, both as an individual and as part of a group, and more (Biton, at p. 184). In order for damage for violation of autonomy to stand on its own –

 

Compensation for violation of autonomy can be sued for, even lacking other damage; in other cases it is possible to sue for such compensation in addition to or aggregation with bodily damage that has been caused, including in addition and aggregation to other non-pecuniary damage, in a situation of two separate kinds of damage. This is not novel, as the tortfeasor must compensate for all the damage he caused, and if he caused more than one kind of damage, he shall compensate for that which he caused. In that sense it is a factual and not a legal question" (Kadosh, par. 45 of my opinion).

 

This view derives from the recognition of violation of autonomy (to the extent that it is in the penumbra of the right and regards a substantial issue) as reflecting real and true damage. Such damage might come separately and differentiated from other damages, both pecuniary and non-pecuniary, because refraining from charging compensation for it would deviate from the principle of restitutio in integrum (and see also the opinion of the commission – the Commission Report, at p. 62). Of course, not in every case is there separation between the damage from violation of autonomy and other damage (for a survey of various possible cases in this context see: the Kadosh ruling, at par. 45 of my opinion). There might be overlapping between them. However, where separation is possible, and the violation of autonomy is an additional substantial violation in the penumbra of the right, negating additional compensation for it is like revoking the injured party's entitlement to compensation for any other head of damages (and see also the Commission Report, in which it was emphasized (on p. 62) that "the proposed arrangement cannot violate the rights of the parents to sue for compensation for the violation of their autonomous right to chose to continue or terminate the pregnancy, or their right to sue for compensation also for any other direct damage caused them, or some of them"; emphasis added). On this issue, compare the ruling that determines that if there is an action by dependants and an action by the estate, side by side, compensation should not be made only according to the sum in the claim for a greater amount, as the caselaw determined in the past; it must be examined whether there is a zone of overlap between the two actions, regarding which compensation should be made only once. If there is damage beyond the zone of overlap, then refraining from compensation for each of those damages will

 

lead to under-compensation (see: CA 4641/06 Menorah Chevra le'Bituach Ltd. V. Karkabi (19 December 2007); CA 2739/06 Dubitsky v Razkalla (1 June 2008)).

 

  1. Regarding the amount of compensation: like Justice E. Hayut, I too am of the opinion that compensation for the violation of autonomy should not be standard, but should rather be individual, taking into consideration the concrete violation and its circumstances (see: CA 10085/08 Tnuva Merkaz Shitufi l'Shivuk Totseret Chakla'it b'Yisrael v. the estate of Rabi, par. 40 of the judgment of Justice E. Hayut (yet unpublished, 4 December 2011)). Nonetheless, it has already been clarified that "since we are dealing with assessment of intangible damage, the courts will assess on the basis of the circumstances of the case and their life experience. In general it can be determined that to the extent that the information that was not relayed is more important, and to the extent that the harmed interest is closer to the penumbra of the right and affects it more significantly, so shall the compensation for the violation of autonomy increase (see on this issue the standards proposed by Justice Strasberg- Cohen in the Da'aka ruling for assessing the intangible damage that was caused to a person whose right to autonomy was violated during medical treatment, including: the type of information denied to the patient; the scope, quality and special importance of the information that was not relayed to the patient, as opposed to the information that was relayed to him; the patient's stance about and way of relating to the relaying of the medical information regarding him; and the result of the treatment that was carried out… (id, at pp. 619-621))" (the Kadosh ruling, par. 42 of my judgment).

 

In those cases in which the court is persuaded that a violation of the claimant's autonomy has occurred – one that touches upon the penumbra of the right, and on an important issue – it should grant fitting compensation that reflects the full severity of the violation (id, at par. 48 of my judgment. And see also CA 9187/02 Weinstein v. Bergman (yet unpublished, 16 June 2005); CA 9936/07 Ben David v. Antebi (yet unpublished, 22 February 2011)).

 

Practical Considerations

 

74.Theintheoftheofactionfor"wrongfullife",itwasinnopartinfluencedbytoprovideaproperfortheneedsofabornwithdefects,asaofinhisduringpregnancy.weightgiventothisinparties'anditdidnotmissourIndeed,areoftheopinionthattheofaction "wrongfullife"beintheofthetortofduetoandwithinourandduetothehurdleofprovingtheofortheofthecausallink.weareofopinionatrueforthelargeoftheofthecanbeintheofhiscauseofaction for birth".

 

75.Asabove,areentitledtofortheexpensesneededtotheandassistanceneedsoftheirchild,and tothetheir continues tobeupon duetohiswhenhetheyarealsotoforexpensestheybearinforhimduringperiodandfortheentireperiodoflifeexpectancy. Thisincludeshisregularexpenses,tothethathedoes

 

not cover them due to his disability, and lacking circumstances that negate said entitlement. Inter alia, a sufficient legal solution can also be found for the concern that the parents will pass away without ensuring that they make fitting arrangements for fulfillment of their disabled child's needs, in the framework of sections 56-57 of the Inheritance Law, 5725-1965, which regard maintenance payments from the estate. They determine as follows:

 

  1. If the bestower of inheritance is survived by a partner, children or parents, and they need maintenance, they are entitled to maintenance from the estate pursuant to the provisions of this law, whether in inheritance by law or inheritance by will.

57.(a)      The rightto is –

(1)          …

(2)      For the children of the bestower of inheritance – until the age of 18, for a disabled child – the entire period of his disability, for a child who is mentally ill – as long as he is mentally ill, and for a child with mental retardation – as per the meaning in the Welfare Law (Care for the Retarded), 5729-1969 [emphasis added – E.R.].

 

Thus, a broad solution is provided for the needs of the child due to his disability. Naturally, like in other cases arranged by tort law, the question of the ensuring of proper use of the compensation money might arise. This question is not unique to wrongful birth cases. De facto, there are various situations in which the needs of the child will not be sufficiently fulfilled via the tort action that his parents submit, but this result is unavoidable. Difficulty in ensuring the proper use of compensation that a person receives, even if he is an independent adult, exists due to the very fact that usually compensation is granted in advance and in one amount. In compensation law every injured party is presumed to plan his conduct in such a way that the compensation will offer him a proper and continuous solution for mitigating his damage in the future.

 

The Mazza Commission proposed that the legislature "authorize the court to include in its judgment instructions regarding the use of the compensation money, to the extent that the court sees fit to do so, in order to ensure the fulfillment of the needs of the infant. It is also proposed to determine in statute that the compensation intended to ensure the fulfillment of the needs of the infant shall not be considered part of the parents' property in a situation of bankruptcy; shall not be part of their estate; and shall not be the subject of lien, mortgage or assignment of right in any way" (the Commission Report, at p. 62). These proposals are very wise, not only for this cause of action, but also in a more general scope. I hope that the legislature will indeed heed the call, and that until then, the courts will develop the fitting mechanisms with the tools at their disposal.

 

Conclusion

 

76.Forthereasonsabove,wehavefoundthatcauseforanactionbychildfor"wrongfullife"shouldnolongertheoftheparents'causeofactionfor"wrongfulInthelattercauseofactionisnotbyofthechildwasbornwith,tothecauseofactionasper

 

President Barak's stance in the Zeitsov ruling. Nonetheless, it should be remembered that in practice, the requirement of causal link leads to a certain demarcation of the cause of action, as in the framework of both actions it must be proven that the disability would have led to a termination of pregnancy permitted by law.

 

77.ofthecauseactionfor"wrongfulisnotpossiblebytheruleslaw,anditevenstandsintoofthetheofsanctityoflife,protectiondignityandoftherightsofpeopletodignityandequality.Nonetheless,asolutionbefortheoftheofthechildduetointheofparents'cause ofaction.

 

Our task is not complete: in the framework of this decision of principle, from the outset we did not deal with the question of the specific liability of any of the defendants in the cases before us. These questions shall be decided by other panels, separately in each case.

 

 

President (emeritus) D. Beinisch:

 

I concur with the comprehensive judgment of my colleague the Deputy President E. Rivlin. The issue before us is one of the most difficult and complex ones, from the standpoints of law and values, and the moral and societal standpoints. This Court confronted this issue in the important judgment in CA 518/82 Zeitsov v. Katz, 40(2) IsrSC 85 (1986)(hereinafter: Zeitsov), and my colleague discussed it extensively. In that judgment the Court recognized the existence of a cause of action for a child that was born with a disability that was not diagnosed due to negligence in discovering the defect before conception or birth. It is important to note that the positions of the Justices of the majority in Zeitsov were of course not intended to detract from the status or rights of persons with disabilities; and in their various stances, nor did they detract from the view that recognizes the value of human life, which has always been a sacred value in Israeli law. The judgment in that case is an attempt to find a practical legal solution that might allow granting compensation to children and their parents, who must confront disabilities that at times involve great suffering and considerable monetary expenses. However, the two approaches that were adopted by the majority in Zeitsov raise a number of difficulties, which my colleague the Deputy President discussed in his judgment. The approach of Deputy President M. Ben-Porat in the Zeitsov case raises difficulty regarding the way damage is defined, and the approach of Justice (former title) A. Barak raises difficulty regarding the definition of the causal link between the negligence and the damage. Thus, after more than 25 years since the judgment in the Zetisov case was given, it can be said that its creative attempt to develop the causes of tort action has not yet reached fruition, and conceivably caselaw development of tort law on this issue will be possible in the future. I have been persuaded that at this time, that judgment does not provide a fitting solution for the difficulty involved in recognizing the cause of action of a child claiming that his birth (or his birth with a defect) is the damage that was caused to him. And indeed, the cases before us – with the variety of questions that arise in them – demonstrate more than anything else the difficulty involved in recognizing the cause of action for "wrongful life".

 

According to our societal views and values, every person – be his disabilities as they may – was born in [God's] image, and his life has value in and of itself, which must be honored. According to our moral view, it cannot be said that it would have been better for a person had he not been born. In legal garb, the meaning of this view is that the argument that a person's very life is damage that was caused to him cannot be recognized. The following words from the Mazza Commission Report on this issue are fitting:

 

The view that recognizes the value of the individual as a human being, and the sanctity of life as a value in and of itself, was assimilated into our law as part of an all inclusive moral view. The fundamental principles and values of our system constitute a source of inspiration for the interpretation of concepts that have "open and flexible membranes"; and "damage", as per its definition in  the Civil Wrongs Ordinance, as detailed above, is one of the concepts that should be interpreted according to those principles and values. In other words: the question of recognition or non-recognition of the very birth of a disabled person as "damage" should be decided while taking into account legal policy considerations, according to which the competing values and interests are examined; and determining the balancing point between the private interests and the general public interest shall be influenced by the fundamental views of the legal system and in light of moral considerations. Our stance is that taking into account of those considerations leads to the conclusion that the position that sees "damage" in the very birth of a disabled person should not be recognized (see the report of the Public Commission on the subject of "Wrongful Birth", at p. 46).

 

Note further that I have been persuaded by the position of my colleague the Deputy President that recognition of the cause of action of the parents for "wrongful birth" will allow granting compensation that fulfills a significant part, and possibly most, of the child's needs; it may be appropriate to broaden the solutions by alternative arrangements as recommended by the public commission, but that issue must be examined outside the framework of this judgment.

 

Thus, I concur with the judgment of my colleague the Deputy President, which seems, at the present time, to provide a consistent answer, found with the framework of accepted tort law, to the questions that arose before us, and even presents practical solutions to difficulties that arise in actions of this type. Nonetheless, this judgment too does not constitute the end of the discussion, and it appears that even if additional creativity is called for in developing causes of action regarding lack of early discovery of defects in a fetus, the time is not yet ripe for that. Furthermore, the questions that will arise in the parents' actions for wrongful birth, part of which were hinted at by my colleague in his judgment, will certainly engage the courts again in the future.

 

President A. Grunis:

 

I concur in the judgment of my colleague, Deputy President E. Rivlin.

 

 

Justice M. Naor:

 

1.IconcurinoftheDeputyPresident

E. Rivlin.

 

  1. Regarding the transitional provision and par. 16 of the opinion of my colleague Justice E. Rubinstein: in my opinion we should not decide, in the framework of the transitional provision in the case before us, the question what the fate should be of an action of an infant which has not yet been submitted, regarding which the limitations period has, prima facie, expired. The correct parties regarding that question are not before us.  We shall cross the bridges when we reach them.

 

Justice E. Arbel

 

1.The of DeputyPresidentE.Rivlin isain theissue thetortofbirth,whichittwoseparatecausesofaction,causeofofthe"wrongfulandthecauseofofparents,"wrongfulbirth".dealsquestionsofcentral,ofwhichthefromthelife"ofraisingtheoftheofversusalifeofandaoflifeaofdeath.Hereinitsquestionwhetherweasjudgescanwhethertherearerareastheybe,inwhichitisbettertolivethanitistoliveaofsuffering,orinthewordsofBarak,adefectedlife.Mytheofpublicthatdonotsupport"wrongfullife"causeofaction,andtheinvariousIconcurinopinioninoftheseconsiderations,causeofactionfor"wrongfullife"shouldnotbeBeyondtheintheframeworkofthisofthethatdefiningthelifeoftheevenifitisasalifewhichwouldpreferably–forinfant–neverhaveoccurredissanctity of and dignity.

 

  1. I join my colleague's determination that the need to provide a solution to the medical, rehabilitation and assistance needs of the child can be found in the framework of his parents' action for "wrongful birth", which does not raise the difficulties of law and principle involved in recognizing the child's cause of action. The parents are the parties that are directly injured by the fact that their child was born due to negligence. His birth necessarily bears injury to the parents. I agree with my colleague's conclusion that in this case the parents have the right to choose not to bring into the world a child with disability, via legal abortion permissible by law. This determination can be made without entering into the moral questions involved in the parents' choice to refrain from raising a child with disability.

 

3.Iwas notsurehow todecidethe issueof proof ofthecausallinkina "wrongfulaction.Intoprovetheacausalinsuchacauseofitbethatwouldhavetopregnancyhadthefactsthedefectthefetusbeenknown.Thisissuenoitfurtherthatitnotforthewouldhavechosentothepregnancy.Theasithasalreadyariseninthepast,iswhetherofsuchproofshouldnotbewaived.colleaguealsoagreesthe standingonthewitnessstandandtestifyingthattheywouldhavechosentothepregnancy,iftheyhadtheraisesThereisinprovingandawherewitha whenthey already theresult.AlthoughthisisnotuniquetobirthIamofthethatthethatsuchtheirCan a truly looking whetherhe would have abortedthe isnowlivingandchildheisraising?Canapersonwhathewouldhavedonehadhefoundout,whenthechildwasstillafetus,aboutthefetus’sinactionsfor"wrongfultheisintensified,asdiscussedfortwoadditionalreasons.First,themoralbywhothattheywouldhavechosentoabortchildthatisnowlivingandloved,isathatharmeventhechildifheistotheatpointoranotherinlife.intheofpublicpolicyduetotheconcernthataofsuchproofwouldburdencertainofwhichthereisathattheydonottohaveduetothethatwouldharmparentsareto a child.

 

  1. I examined whether it would not be correct to adopt the approach according to which proof of causal link should be waived (CC (Jerusalem District Court) 3198/01

A. v. the Jerusalem Municipality (unpublished, 12 May 2008), Judge Drori; CC (Tel Aviv District Court) 1226/99 A.L. v. Yaniv (unpublished, 29 March 2005), Judge Benyamini). Indeed, this approach constitutes a certain deviation from the regular path of tort law. Nonetheless, in my opinion this approach is likely to be legitimate and fitting for the subject matter at hand, due to considerations of public policy and in light of the uniqueness and complexity of this cause of action. Thus, for example, the complexity of the "wrongful birth" cause of action served the Deputy President in determining that the defendants should be charged to pay the disabled child’s additional expenses only, and not all the expenses of raising him. In addition, I find it doubtful that such a requirement would advance the discovery of the truth, and whether it can advance justice in a specific case, due to the noted difficulty in proving what the parent would have done had he known of the defect his fetus suffers from, whereas it is doubtful if he himself knows clearly how he would have acted. However, I ultimately decided to concur in the opinion of my colleague, both due to the desire to walk along the path of tort law, and due to my colleague's softening of the requirement in two ways: first, in determining that by proving the position of the pregnancy-termination committee to allow an abortion in the certain case, a refutable presumption arises regarding the parents' stance about having an abortion; and second,  in  determining  that  refuting  this  presumption  shall  not  be  done  merely

 

through general information such as sectorial or religious affiliation. I add that in my opinion, courts hearing "wrongful birth" cases must act on this issue in a  very cautious and sensitive fashion, giving weight to the individual, who is not necessarily obligated by the general positions of the sector to which he belongs; the courts must also act with a certain flexibility, to the extent possible, in implementing this requirement in the framework of a proof of the causal link. We are dealing with negligence law, which should be adapted to the ever changing and difficult reality of life.

 

As aforementioned, I concur in the judgment of the Deputy President.

 

Justice S. Joubran:

 

I concur in the circumspective and enlightening judgment of my colleague, Deputy President E. Rivlin.

 

 

Justice E. Rubinstein

 

  1. The issue before us touches upon philosophical questions regarding human existence, possibly similar to the house of Shamai and the house of Hillel, who disputed "for two and a half years" the question whether "it is better for a person not to have been created than to have been created" (Babylonian Talmud, Eruvin 13b); questions which are philosophically difficult, legally difficult, and difficult from a human standpoint. In the annals of the sages a decision was reached: "counted and decided: it is easier for a person not to have been created than to have been created; now that he has been created, he must examine his deeds.  And there are those who

say: he must reckon his deeds" (id; and see Rashi, id; Mesilat Yesharim (Rabbi Moshe Chaim Luzzato (Italy-Holland-Eretz Yisrael, the 18th century) chapter 3); the thrust of this is that having been created, he must search for good and expunge evil, with constant self examination. The subject underdiscussion is more limited than the existential question posed above, which relates to the life of any person, and it relates to a person who entered the world with severe defects; it is fundamentally a situation in which the parents declare that had they known ex ante what the condition of their infant would be they would have refrained from continuing the pregnancy,  and society confirms (via the provisions of section 316 of the Penal Code, 5737-1977) that this is a legitimate choice. Nonetheless, questions from the world of values, philosophy, morals and religion arise, integrated with questions the results of which are financial – such that the legal decision makes (or might make) a moral choice as well; thus the agony in making it.

 

  1. In this context, it is my opinion that a different description of human existence actually characterizes this judgment. The verse "and G-d made man" (Genesis 2:7) is interpreted in the Talmud as follows: "woe is me because of my creator, woe is me because of my evil inclination" (Babylonian Talmud, Brachot 61a): approving the "wrongful life" cause of action raises complex theoretical legal difficulties, which my colleague the Deputy President (following what is accepted in other countries) wishes to avoid, and thus his decision. This is also the approach of the majority of the "Public Commission on the Subject of Wrongful Birth" (hereinafter the Mazza Commission) in  the  important  and  enlightening  report  it  wrote  (the  minority  opinion  is  also

 

important), which in my opinion has a special role in our decision. On the other hand, annulment of the cause of action, as proposed by my colleague, even if that comes alongside an expanded cause of action for "wrongful birth", is not simple, primarily on the practical level. Expansion of the cause of action for wrongful birth in order to provide a solution for the practical difficulties, or some of them, as can be seen in the opinion of my colleague the Deputy President, is also liable to raise various legal difficulties, some of which I shall touch upon below.

 

3.Regardingforon the legal plane,inthetheinthecauseoftoadditional(theexpensesthethethattheraisingofachild),althoughregularalsobeabletobecausallylinkedtotheact(see56-57),mycolleaguetheDeputynotesthat"theresultsofthebirthofthechildmustalsobe(par.weagainfindtheofexistence,wewishedtoavoiddoing.Furthermore,inordertoreacharesultwhichis,intheofthecase,just (toextentcolleagueiswillingtoparentsoftheinfantfortheirexpenses the entire period of [the infant's] life expectancy"(par.60,–eventhoughfromthepracticallawstandpoint,itthattoitistheactiontofortheirsupportoftheinfant,itcouldhavebeentotheoftheirlifetotheintheMazza Commissionthatcanbebasedupontheparentspennytheirinordertoensureofthe needs ofthe infant their p. 64).

 

4.Thatisalsothecaseregardingidentificationlivingexpenses(the"regularexpenses")oftheinfantwhenhehasanadult,asaverage salary in the economy (inthecaseoflossofearningability)–agenerallyexpectedapersonwhowasbyaact, not ofthe expenses aparty bears in tosupport(althoughinMazza Commission wasalsoofthisopinion,p.61).Incontext,itisdoubtfulineyesiftheforsupportpursuantto4oftheLawLaw(Support),(towhichDeputyinpar.ortosectionofInheritanceLaw,5725-1965(towhichheinpar.75)issalaryinthe(forsupportratesCA4480/93A. v. B.,48(3)IsrSC461;PY(AL),5725-1965(part2,37-38).IIamnot,heaven forbid,sayingthatantheintheseissuesshouldbetaken.oppositeisthecase–theofwhichattheof theofmytheDeputyPresident(aswellastheopinionintheMazza CommissionareIacceptthemaswell;however,thearisingfromadaptationoftheparents'causeofactionfor"wrongfultorealityincauseofaction"wrongfullife"should not be ignored.

 

5.On the practical plane, myinter aliaquestionitcanbeensuredthattheparents' tothebirthcause

 

of action will indeed ensure the future of the infant (see par. 75). These questions are difficult to solve, as what will be done, for example, when the parents are irresponsible, or big spenders, and leave the infant with nothing by spending all the money. I shall say at the outset, that in my opinion there is a sufficient legal basis for determining arrangements that will safeguard this interest; in addition, because if the parents' entitlement stems from various duties that the law casts upon them (see, e.g., par. 60 of the opinion of the Deputy President) it is not unreasonable to connect the compensation and these duties (in this context as well the majority opinion in the Mazza Commission proposed unique arrangements, see p. 62). An additional significant difficulty, at least on the level of principle, relates to an infant who has no parents to sue on his behalf (an issue which the  majority opinion in the Mazza Commission discussed on p. 60), or when the parents themselves go bankrupt, etc.

 

6.InotherthetheoftheDeputydespitetheittoensurefutureoftheinfanthisparents'action,–despitetheofcourse–leadtointhewhotodaywouldbeentitledtowillbewithnothing;yetistheandthefromitareexpenses(evenifwefromusingtheofLetusthatJusticesoftheinZeitsov (CA518/82Zeitsov v. Katz,40(2)IsrSC85)wereawareofthevariousinthepresented,yettheytoawhich,ifitensuresthecausedas a result of the negligent care by the doctor,aspertheofthisintortwillbeforseepar.42oftheminorityintheMazza CommissionbyMr.Posner.

 

  1. In this context, the position of (then) Justice Barak in Zeitsov proposes a compensation mechanism which is clear and relatively simple to implement, which avoids entering into complex ethical dilemmas (see also A. AZAR & A. NURENBERG, RASHLANUT REFU'IT (MEDICAL MALPRACTICE)(2nd  ed., 5760) 287);  however, as noted above, it entails legal difficulties (see Deputy President Ben-Porat in Zeitsov, at

p. 105; see also R. Perry "L'hiyot o lo L'hiyot: ha'Im Zo haShe'elah? Tviot Nezikin begin 'Chayim b'Avla' keTa'ut Konseptualit"(To Live or Not to Live – Is that the Question – Tort Actions by Reason of Wrongful Life as a Conceptual Mistake) 33 MISHPATIM (5763) 507, 559-560; A. Shapira, "haZchut lo leHivaled bePgam" (The Right to be Born with a Defect) in DILEMMOT B'ETIKA REFU'IT (DILEMMAS IN MEDICAL ETHICS) (R. Cohen-Almagor ed., 5762) 235, 248). I will not deny that I was taken by the thought of proposing that we continue down that paved path, as per Justice Barak, with certain amendments and despite its theoretical difficulties, until the subject is fully arranged [in legislation]. As long as the subject has not received a full arrangement, we replace a construct with theoretical difficulties but practical validity, with a construct which does not have such theoretical difficulties, but raises practical questions, as mentioned above. The Justices that heard Zeitsov a bit more than a quarter of a century ago knew that they face a difficult mission; but they wished to practically assist those whose fate was bitter, where negligence had occurred, even if the very creation of a fetus with defects was not at the hands of the doctor but by "the dealer of life to all living creatures" (in the words of the hymn for Rosh haShana and Yom Kippur).

 

8.thecreatedtheinZeitsov,thelackofinofthecourts,inter alia regardingthebetweentheopinionsofDeputyPresidentBen-PoratandBarakinZeitsov –requiresandanditisnotfornoreasonthatwedealing,inwithalargeofcasesthatAsearlyas this noted:

 

"a district court judge hearing an action like this stands before a number of possibilities… in each of the cases he will not deviate from the provisions of sec. 20(b) of Basic Law: Adjudication, which determines that 'a ruling of the Supreme Court obligates every court, except the Supreme Court'" (CA 913/91 Azoulai v. The State of Israel (unpublished) par. 3 – Justice Maltz; see also CA 119/05 Amin v. The State of Israel (unpublished))."

 

A generation has passed since the Zeitsov ruling was handed down, and as the members of the Mazza Commission noted: "the lack of decision, as aforementioned, has left the legal arena wide open" (p. 17); this situation, in which the fate of an action depends upon the decision of the judge – it may not be superfluous to note, the random judge – before whom the case is heard "according to his opinions and worldview" (in the words of the commission on p. 17), is hard to accept. Complaints against it were also heard from attorneys who deal in the field during the hearing before us (on 31 January 2012); and I will not refrain from mentioning here that the opinions supporting confirmation of the stance of Judge Barak in Zeitsov were usually heard – before us and in the Mazza Commission – from lawyers who generally represent claimants. Indeed, the majority opinion in the Mazza Commission proposed "as a first and preferred possibility" (p. 60) to create, in legislation, a social arrangement that would ensure fulfillment of the needs of those born with defects that cause them functional disability, and of course there would be much blessing in such an arrangement; it further proposed, as an alternative, a legislative torts arrangement, and there is much positive about that as well. However, as a court that hears tort cases according to the existing law, I fear that there is no evading determination of a caselaw rule in tort law, despite the existing difficulties that accompany each of the alternatives, until legislation of one kind or another is passed. And I call upon a sensitive and conscientious Israeli legislature to reach it as soon as possible.

 

  1. Ultimately, I saw fit to concur, in principle, in the well reasoned decision of my colleague the Deputy President, consisting, at this time, of the part regarding legal principles. I do so whilst pointing out the difficulties and calling upon the legislature to speak. It is an open-eyed decision, aware of the disadvantages and advantages of each of the alternatives, wishing – trying hard – to ensure that basing one's opinion on "the regular legal tort logic" (the purpose of which is also avoiding the type of difficulties in theory and in result found in the various opinions of Zeitsov) does not lead to a practical result which is not just. I go this way also because the stance of my colleague is in line with the opinion of the majority of the members of the Mazza Commission regarding annulment of the "wrongful life" cause of action, and with the caselaw of the courts of the Common Law states (as the commission surveyed in its report, and as my colleague surveyed in his opinion). The moral message that arises from my colleague's decision – both regarding the sanctity of life and regarding treatment of persons with disability – also supports adopting it. It is also in line (as presented briefly below) with what can possibly be defined as the position of Jewish

 

Law, our legal heritage. The position that arises from our decision is that we do not leave people with disability in the category of "it would be easier for him had he not been created"; we must honor their needs and attempt to fulfill them, without a label of societal rejection in the form of "it would be easier for him had he not been created", but rather while treating them as desirable human beings.

 

"Better than both is the one who has not yet been" (Ecclesiastes 4:3)

 

  1. Recognizing the cause of action for "wrongful life" requires, as aforementioned, discussion of weighty moral questions, the answers to which might be able to be found "in the area of philosophy – morality – theology" (in an analogy to the words of Justice Goldberg in Zeitsov, p. 128). Indeed, in the literature of Jewish law we also find positions – based on a religious worldview – according to which for a very defected infant, whose life expectancy is most short, "it is better for him that he was born than had he not been born at all, as those who are born enter the next world" (see the IGROT MOSHE responsa (Rabbi Moshe Feinstein, Russia-USA, 20th century) Even HaEzer first part chapter 62); there is, however, among important religious authorities also broad and significant attention given (in the context of discussion of termination of pregnancy) to the life of suffering to which such an infant, and to a great extent those who closely surround him, are condemned:

 

"Is there need, sorrow, and pain, greater than that under discussion, which will be caused to the mother to whom such a creation is born, one who is all suffering and pain, and whose death is certain within a number of years, and the eyes of the parents see but their hands cannot relieve him? (and it is clear that if this child is taken to a special institution and the parents will not be given access until his death it makes no difference and does not detract from the aforementioned). Added to this are the tortuous and painful contortions of the child with the defect. Thus, if termination of the pregnancy is to be allowed according to Jewish Law due to great need and due to pain and suffering, it seems that this is the most classic case  that  should  be  allowed"  (TSITS  ELIEZER  responsa  (Rabbi  Eliezer

Waldenberg, Israel, 20th century) part 13 chapter 102).

 

The reality of human existence also brings forth cases in which life is not short, but rather continues, without hope, for decades, with all the suffering involved, at times especially to the parents, as the child does not communicate. Indeed, many pens broke in Jewish law attempting to clarify these questions with a forward looking glance (particularly regarding abortions; see, for example, Rabbi E. Lichtenstein "Hapalot Malachutiot – Heibetei Halacha" (Artificial Abortion – Halakhic Aspects), 21 TCHUMIN (5761) 93). The majority opinion in the Mazza Commission included discussion of a number of known sources relating to the question whether life is worth living, for example the words of King Solomon "and I thought the dead, who have already died, more fortunate than the living, who are still alive" (Ecclesiastes 4:2), and the words of Jonah the prophet, who wished to die and said "it is better for me to die than to live" (Jonah 4:8), although, according to their opinion, "there is no doubt that these statements relate to moral and theological aspects only" (p. 65), and I already discussed above the differentiation between the philosophical question and the situations which are before us for decision. The question when "death shall be preferred to life" (Jeremiah 8:3), or when to "long for death but it does not come, and

 

dig for it more than for hidden treasures" (Job 3:21), is a question which has not been decided; however, life is "heritage from the Almighty on high" (id, 31:2; see M. Greenberg "Erech haChayim baMikra" (The Value of Life in the Bible) in KEDUSHAT HACHAYIM VACHERUF HANEFESH: KOVETS MA'AMARIM LEZICHRO SHEL SEGEN AMIR YEKUTIEL (THE SANCTITY OF LIFE AND MARTRYDOM – COLLECTION OF ARTICLES DEDICATED TO MEMORY OF LT. ARNON YEKUTIEL) (Y. Gafni & E. Ravitsky eds, 5753)

35). For example, there are those ill with debilitating disease whose life is not really a life, and who expect to be put out of their misery, and there are those who turn the depths of suffering into a lever for creative activity (see the enlightening and touching writings of Dr. Rachamim Melamed-Cohen, a person with ALS who creates like an ever swelling spring).

 

  1. The stories of the Bible and additional stories appearing in later sources teach that life is not always preferable to nonexistence: thus, for example, the words of King Saul to his porter "draw your sword and thrust me through with it, so that these uncircumcised may not come and thrust me through, and abuse me" (1 Samuel 31:4); or the story of the woman who "grew very old" and said to one of the sages of the Mishna: "I have grown too old and from now on my life is that of disgrace, I do not taste food or drink and I wish to leave the world" (YALKUT SHIMONI Dvarim chap. 11 Remez 871). Note that these acts served halachic authorities in discussion of modern questions regarding lengthening and shortening life (see, respectively, Rabbi Y. Zilberstein "Matan Morphium le'Choleh Sofani haSovel miChenek"(Giving Morphium to a Terminal Payment Suffering from Asphyxia) ASIA 15 (5757) 52; Rabbi Y. Zilberstein, in TZOHAR: KOVETS TORANI MERKAZI C (5758) 218). Then, as now, in Jewish law as in Western law, the considerations are well known, and the dilemmas are difficult.

 

12.itisstillappropriatetocomparingfilledwithtoaandlife,andasitbe,withaofnonexistence.Thatisthewhenwithathatisforof"theextentofthe"bottomline"ofistoamonetaryIn-depthoftheofdiscussing thosequestionscaninmyopinionbefoundinthewordsofthe 10a) King Hezekiah,whofromprocreatingbecauseforesawhiswouldbeevil(theevilMenashe).Inthetells"whatbusinessofyoursarehiddenoftheandofchoiceinsuchitwassaidthat"asoulisnothisproperty,propertyoftheLord,asitiswritten(Ezekiellivesare(theofthe(RabbiDavidbenthe16ofS18,6).ifJewishlawistothatincasesitispreferabletoavoidthatiswithhightoleadtoofdefectedthewordsofprophetaclearthepossibilityofdiscussingasituationoftoaofexistence,asasit

is, and their conclusion that law cannot be decided on the issue. I add that those words – regarding the hidden ways of the creator of the world – are used in religious philosophy in a completely different context as well, regarding ungraspable historical phenomena like the holocaust.

 

13.Thelegal of"wrongfulbirth"or"wrongfullife"has–ontheasopposedtothemoral-religious–inlaw(see,e.g.,S.Yelenik"Holadab'Avla–ZchuyotTviahBirth–RightsofActionS23(5761);Vidal,"Holada–PitsuiyeiNezikinHoladatUbarBirth

  • Compensation in Torts for Birth of Fetus with Defects), TCHUMIN 32 (5772) 222), and the problem of an action on the basis of the cause of action for "wrongful life" was raised: "according to the halacha there should be no action by the minor" – as opposed to his parents' action – "who was born due to a tort, neither against his parents nor against a doctor who gave his mother consultation or diagnosis when she was pregnant" (VIDAL, p. 231). However, the halachic sources referred to in these works may support the conclusion of Dr. Michael Wigoda:

 

"The truth should be said, that the classic sources of Jewish law do not deal with this issue" (thus, in his memorandum submitted to the Mazza Commission with the title "Reflections upon 'Wrongful Birth' in light of the Sources of Jewish law").

 

It can also be understood why: the formulation of tort actions like those before us is the fruit of the modern medical and legal age, in which what was previously in the realm of heavenly secrets and fate, can now be predicted and decoded by tools of medicine and genetics. That does not exempt modern [Jewish law] authorities from dealing with it.

 

Epilogue and Practical Comments

 

14.Thethatcolleaguetheexpansivelygoesalongwaytowardreasoned,andjustoftheandlegalbeforeus.However,incertainregards,thewhichthecourtscontinuetopavetothecasesthatbebroughtusisstilllong(andmyalsothat).TheintheMazza Commission withadditionalprovisionswhichshouldbeintortAttheofthem liesthewhichlies atofopinion:thatapartofthefortheparentsislinkedtotheburdensomeexpensesofensuringcareforhim,anditsistoallowthemtopaytheminawaythatwillcondition,tothepossible(anditbeabletobesaid,toallowthemtotheirduties theinfant).relationswithinthediscussedneedtothattheisusedfortheoftherelationstheandothers,thediscussedneedtothemoneyagainstthirdsuchcreditorsinbankruptcy(p.62).situationinwhichtheinfantdoesnothavewhowillsueinhisadditionalwhich of theMazza Commission discussed.

 

15.Thesemorethanquestionoftheannullingofthelifeofwhichiscentralinthis(partial)Indeed,atstagewearenottheconcretequestionsofofandthuswearealsonotitforthepurposeforwhichitisgiven. Thecourtscanfindthe

 

answer to these questions – at least to part of them – in the Mazza Commission report, and that circumspective legal document should be before the eyes of those hearing such cases. In may be, that the solution to them will resemble relocating the theoretical difficulties from the discussion of the cause of action to a discussion on translating the expanded cause of action into practice. However, the question of the cause of action is the one which is before us, and it is presumed that its translation into practice will find an appropriate solution in the future. The majority opinion in the Mazza Commission noted:

 

"The question is whether such an arrangement can be reached, to the extent that it is found appropriate, by judicial ruling as well, is a matter of the decision of the Supreme Court."

 

Although I am, as aforementioned, of the opinion that there should be a legislative arrangement of the entire issue, and I hope that the call to the legislature will fall on attentive ears, whether in a social scheme (which, in its entirety, would not be before us) or, at least, a legislative arrangement of a complete and detailed tort scheme; the courts have a duty to ensure that the annulment of the wrongful life cause of action prior to enactment of a circumspective scheme in legislation will not derogate from their primary duty – to do justice within the framework of the law. The path that has been determined passes through the parents; the courts have a duty to ensure, in every single case, that the benefit reaches the infant and is earmarked for the infant, and not for other purposes.

 

Transitional Provisions

 

16.Regardingtransitionalprovisionsbycolleagues,I amafraidthataistoininwhichnoactionwasbytheparents,underthethatinthefutureafterclarificationofthecondition)anactionwouldbebyinfant,theoftheZeitsov rulingtoofitanother,andrelying uponit.toaperiodofyearsforthat.provisionthesafeguardspendingcasesinactionswerenotbybutitdoesnotsafeguardhaveyetiftheyearparents expired(asopposedtothetwentyfiveyears),aclaimthatactionisbarredduetoberaised.ThatmayhaveanadditionalconsiderationinfavorofleaningtowardleavingZeitsov standingHowever,Iat least theofthisshallapply,tocasesinwhichanactionwastheforonefromthedateoftheUnfortunatelymyareinthusIonlyhopethatthefindawaytothehasbeenof(to they inthe of justice.

 

Final Comments

 

17.ThisjudgmentisgivenondayoftheoftheDeputyRivlin.Heisretiring36years–twicetheofHebrewwordChai [life]–onbenchofinstances,

 

starting with traffic court, and reaching where he has. His contribution covers all areas of the law, and there is no valley in which he did not stake a claim. The judgment he chose for his retirement day is characteristic of the central field of his judicial legacy, the field of torts, and within it medical negligence. For many future years the mark which Justice Rivlin has made on all branches of tort law, from traffic accident law, regarding which he also wrote a fundamental book, to the complex and sensitive issue decided today, will accompany Israeli adjudication. According to the sages, the existence of fair tort law – relations between man and his fellow (Babylonian Talmud Baba Kama 30a) – is among the foundations of just human society. In his judicial work, Justice Rivlin contributed to that. I wish him, now that he has reached retirement age, that "in old age they still produce fruit; they are always green and full of sap" (Psalms 92:14).

 

 

Decided according to the opinion of the Deputy President E. Rivlin.

 

The result of the judgment – to the extent that it regards the annulment of the cause of action of the infant – shall not apply to pending cases (including cases before us) in which an action was not submitted by the parents. Justice E. Rubinstein was of the opinion that the result of the judgment should not be applied for one year from today, and Justice M. Naor notes that the question of the law regarding a claim on the part of an infant which has not yet been submitted should not be decided in the framework of a transitional provision in the case before us.

 

Given today, 7 Sivan 5772 (28 May 2012).

Full opinion: 

Boaron v. National Labour Court

Case/docket number: 
HCJ 5492/07
Date Decided: 
Tuesday, July 21, 2009
Decision Type: 
Original
Abstract: 

Facts: Four widows who had each been receiving either a dependents allowance or a survivors allowance in accordance with the provisions of the National Insurance Law [Consolidated Version], 5755-1995, received notices from the National Insurance Institute indicating that their allowances had been discontinued — as of the time that the Institute had determined that each had begun living together with a new partner in a common-law marriage.  After the relevant regional labour courts ruled in favor of the petitioners, the National Labour Court upheld the discontinuation of the allowances for all of them.

 

Held: The National Labour Court’s decision involved no substantive legal error requiring the intervention of the High Court of Justice. Sections 255 and 262 of the National Insurance Law refer to the discontinuation of a survivor’s allowance to a widow who has remarried; s. 135 refers to the discontinuation of a dependents allowance to a widow who has remarried. Neither section refers specifically to remarriage in the context of a common-law relationship. However, the statute’s definitional section specifically defines a wife as including a common-law wife, and it is this definition that entitles a woman whose common-law husband has died in either a work accident or of natural causes to receive the relevant type of allowance on the same ground that an “official” widow receives such an allowance. The question to be decided, therefore, is whether the provisions relating to the discontinuation of the allowance upon remarriage, as outlined in the above-mentioned sections, apply to widows or widowers who have entered into common-law relationships as well as to those who have officially remarried.

 

The statute must be interpreted in light of its purpose and in light of its specific language. The purpose of both allowances is to provide financial support to a person after the death of his or her partner whose income had provided support; this support is discontinued at the time of a remarriage under the assumption that the new couple will be pooling income and sharing expenses and that the support from the National Insurance Institute is no longer necessary. This is also why the allowance is generally renewed if the second marriage ends within a certain period of time. This purpose supports the cancellation of benefits to widows and widowers who have entered into common-law relationships, as they too are benefiting from the financial aspects of a shared household, given that the existence of such a shared household is a prerequisite for a determination that a relationship reaches the level of a common-law marriage.

 

The petitioners had argued that common-law relationships and official marriages should not be deemed comparable in terms of the level of support provided, due to the relative instability of a common-law relationship which has not been formalized through a wedding ceremony. This argument fails because the statutory provisions regarding the renewal of allowances upon the conclusion of a remarriage would also apply to the termination of a common-law relationship, so that the supposed relative instability of the latter form of relationship is not a relevant consideration.

 

The statutory language also supports the determination that a common-law wife should lose her entitlement to a survivors or dependents allowance. The definition of a wife in the definitional section expressly refers to a common-law wife, and nothing else in the text of the statute contradicts the inclusion of a common-law relationship within the definition of remarriage. The fact that the provisions pertaining to the cancellation of a right to an allowance refer to specific dates such as the date of a marriage or of the dissolution of a marriage does not conflict with this interpretation; the National Insurance Institute is able to make determinations regarding the beginning and ending of a common-law relationship as well, albeit not as easily as in the case of an official marriage.

 

Petitions denied.

Voting Justices: 
Primary Author
majority opinion
majority opinion
Author
concurrence
majority opinion
Author
concurrence
Author
concurrence
Author
concurrence
Full text of the opinion: 

HCJ 5492/07

HCJ 7677/07

HCJ 4820/08

 

Petitioner in 5492/07:                     Smadar Boaron

Petitioner in 7677/07:                     Noah Kariv

Petitioners in 4820/08:                                                   1. Malka Stier

                                                                                2. Shulamit Gabay Galoni

                                                                                3. Cheli Juliet

 

v.

National Labour Court

National Insurance Institute       

 

The Supreme Court sitting as the High Court of Justice

[21 July 2009]

 

Before President D. Beinisch, Deputy President E. Rivlin, and Justices A. Procaccia, E. Levy, E. Arbel, E. Hayut, H. Melcer

 

Petitions for an order ¬nisi and for an interim order.

 

Facts: Four widows who had each been receiving either a dependents allowance or a survivors allowance in accordance with the provisions of the National Insurance Law [Consolidated Version], 5755-1995, received notices from the National Insurance Institute indicating that their allowances had been discontinued — as of the time that the Institute had determined that each had begun living together with a new partner in a common-law marriage.  After the relevant regional labour courts ruled in favor of the petitioners, the National Labour Court upheld the discontinuation of the allowances for all of them.

Held: The National Labour Court’s decision involved no substantive legal error requiring the intervention of the High Court of Justice. Sections 255 and 262 of the National Insurance Law refer to the discontinuation of a survivor’s allowance to a widow who has remarried; s. 135 refers to the discontinuation of a dependents allowance to a widow who has remarried. Neither section refers specifically to remarriage in the context of a common-law relationship. However, the statute’s definitional section specifically defines a wife as including a common-law wife, and it is this definition that entitles a woman whose common-law husband has died in either a work accident or of natural causes to receive the relevant type of allowance on the same ground that an “official” widow receives such an allowance. The question to be decided, therefore, is whether the provisions relating to the discontinuation of the allowance upon remarriage, as outlined in the above-mentioned sections, apply to widows or widowers who have entered into common-law relationships as well as to those who have officially remarried.

The statute must be interpreted in light of its purpose and in light of its specific language. The purpose of both allowances is to provide financial support to a person after the death of his or her partner whose income had provided support; this support is discontinued at the time of a remarriage under the assumption that the new couple will be pooling income and sharing expenses and that the support from the National Insurance Institute is no longer necessary. This is also why the allowance is generally renewed if the second marriage ends within a certain period of time. This purpose supports the cancellation of benefits to widows and widowers who have entered into common-law relationships, as they too are benefiting from the financial aspects of a shared household, given that the existence of such a shared household is a prerequisite for a determination that a relationship reaches the level of a common-law marriage.

The petitioners had argued that common-law relationships and official marriages should not be deemed comparable in terms of the level of support provided, due to the relative instability of a common-law relationship which has not been formalized through a wedding ceremony. This argument fails because the statutory provisions regarding the renewal of allowances upon the conclusion of a remarriage would also apply to the termination of a common-law relationship, so that the supposed relative instability of the latter form of relationship is not a relevant consideration.

The statutory language also supports the determination that a common-law wife should lose her entitlement to a survivors or dependents allowance. The definition of a wife in the definitional section expressly refers to a common-law wife, and nothing else in the text of the statute contradicts the inclusion of a common-law relationship within the definition of remarriage. The fact that the provisions pertaining to the cancellation of a right to an allowance refer to specific dates such as the date of a marriage or of the dissolution of a marriage does not conflict with this interpretation; the National Insurance Institute is able to make determinations regarding the beginning and ending of a common-law relationship as well, albeit not as easily as in the case of an official marriage.

Petitions denied.

Legislation cited:

 

Basic Law: Human Dignity and Liberty.

Civil Wrongs Ordinance [New Version], 5728-1968.

Families of Soldiers Killed in Action Law (Pensions and Rehabilitation), 5710-1950.

Income Support Law, 5741-1980.

Inheritance Law, 5725-1965.

Interpretation Law, 5741-1981, s. 2.

Names Law, 5716-1956.

National Insurance Law [Consolidated Version], 5755-1995, ss. 1, 130(b), 135(a)-(c), 238, 255(b)-(d), 262.

National Insurance Regulations (Dependents allowance for Remarried Widows), 5737-1976.

Public Service Law (Pensions) [Consolidated Version], 5730-1970.

Israeli Supreme Court cases cited:

[1] HCJ 6522/06 Kochavi v. the Jerusalem Labour Court (2009) (not yet reported).

[2] HCJ 8929/08 Ben Nun v. National Labour Court (2009) (not yet reported).

[3] HCJ 525/84 Hatib v. National Labour Court [1986] IsrSC 40(1) 673.

[4] HCJ 840/03 Israel Professional Firefighters Union — Firefighters Committee v. Jerusalem Labour Court [2003] IsrSC 57(6) 810.

[5] HCJ 5666/03 Kav LaOved Organization v. National Labour Court (2007) (not yet reported).

[6] MApp 67/84 Hadad v. Paz [1985] IsrSC 39(1) 667.

[7] CA 2000/97 Lindorn v. Kranit Fund for Compensation of Road Accident Victims [1999] IsrSC 55(1) 12.

[8] CA 8569/06 Director of Land Taxation, Haifa Office v. Polity (2008) (not yet reported).

[9] CA 3622/96 Hacham v. Kupat Holim “Maccabi” [1998] IsrSC 52(2) 638.

[10] FH 40/80 Kenig v. Cohen, [1982] IsrSC 36(3) 701.

[11] LCA 3899/04 State of Israel v. Even Zohar (2006) (unreported).

[12] HCJ 6247/04 Gorodetzki v. Minister of Interior [12],(2010) (not yet reported).

[13] AAA 4614/05  State of Israel v. Oren (2006) (unreported).

[14] CA 1966/07 Ariel v. Egged Members Pension Fund Ltd (2010) (unreported).

[15] HCJ 2316/05 A v. National Labour Court (2005) (unreported).

[16] HCJ 4193/04 Gartner-Goldschmidt v. National Labour Court (2010) (not yet reported).

[17] HCJ 953/87 Poraz v. Mayor of Tel Aviv Shlomo Lahat [1988]  IsrSC42(2) 309.

[18] HCJ 6427/02 Movement for Quality Government v. Knesset (2006) (unreported).

[19] HCJ 4124/00 Yekutieli v. Minister of Religion (2010) (not yet reported).

[20] HCJFH 4191/97 Recanat v. National Labour Court [2000] IsrSC 54(5) 330.

[21] CrimA 4341/99 Vidal v. State of Israel [1999] IsrSC 54(3) 329.

[22] CA 2622/01 Director of Land Appreciation Tax v. Levanon [2002] IsrSC 57(5) 309.

[23] CA 165/82 Kibbutz Hatzor v. Rehovot Assessment Officer [1985] IsrSC 39(2) 70.

[24] CA 1186/93 State of Israel, Minister of Justice v. Israel Discount Bank Ltd [1994] IsrSC 48(5) 353.

[25] HCJ 5304/02 Israel Association of Victims of Work Accidents and Widows of Victims of Work Accidents v. State of Israel, Knesset [2004] IsrSC 59(2) 134.

[26] HCJ 8487/03 IDF Disabled Veterans Organization v. Minister of Defense (2006) (unreported).

[27] HCJ 9863/06 Karan - Society of Combat Veteran Quadriplegics v. State of Israel - Minister of Health (2008) (not yet reported).

[28] HCJ 693/91 Efrat v. Director of the Population Registry [1993] IsrSC 47(1) 749.

[29] HCJ 6304/09 Lahav v. Attorney General (2010) (not yet reported).

[30] CA 233/98 Katz v. Keren Makefet [2000] IsrSC 54(5) 493.

 

Labour Court cases cited:

[31] NLC 54/85-0 Ornan v. National Insurance Institute [1994] ILC 27 400.

[32] NIIApp1407/04 NII v. Friman (2006) (not yet reported).

[33] NIIApp 731/07 Kirshner v. NII (2009) (not yet reported).

[34] NIIApp 1212/04 Apter v. NII  [2005] ILC 40 461.

[35] NLC 30/19-0 NII v. Mano [1970] ILC 2 (1) 72.

[36] NLC 52/69-0 Leon v. NII [1992] ILC 24(1) 458.

[37] NLC 53/6-7 Batar v. Central Pension Fund of Histradrut Workers, Ltd [1994] ILC 27(1) 135.

[38] NLC 57/6-2 Central Pension Fund of Histradrut Workers, Ltd v. Kochavi (1997) (unreported).

[39] NIIApp 1169/01 Avital v. NII (2004) (unreported).

[40] NIIApp 779/06 NII v. Wolkowitz (2008) (not yet reported).

[41] NLC 56/255-0 Atar v. NII [1997] ILC 32 385.

 

For the petitioner in HCJ 5492/07 — T. Shilo.

For the petitioner in HCJ 7677/07 — N. Ashar; N. Weinberg-Eyal.

For the petitioners in HCJ 4820/08 — Y. Sirota; O Turner-Sternberg.

For respondent 2 — O. Rosen-Amir; T. Kazari.

 

 

JUDGMENT

Justice E. Hayut

Is a widow, who has not officially remarried but who is living as a common-law wife, to be treated as a widow who has remarried and is therefore no longer entitled to a survivors or a dependents allowance? This is the main question we face in the petitions that have been joined here for the purpose of deliberation.

The petitioners

1.            The petitioner in HCJ 5492/07, Ms. Smadar Boaron (hereinafter: “Boaron”), was widowed on 27 October 1996 and began receiving a dependents allowance from respondent 2 (hereinafter: “the NII” or “the Institute”). In 1998, Boaron began to live with her current partner, Mr. Tzachi Fink (hereinafter: “Fink”), first in a rented apartment and later in an apartment that the two purchased together in Rishon LeZion. Boaron and Fink never married (Boaron has stated that she did not feel confident regarding a marriage to Fink because he is five years younger than she is), but approximately eight years ago, she attached the name Fink to her family name. Two children were born to the couple — a son on 14 July 1999, and a daughter on 21 August 2003. On 16 May 2004, the NII informed Boaron that in light of information it received regarding her case, it considered her to be a “married woman” as of 14 July 1999 (the date on which the couple’s son was born), that her entitlement to a dependents allowance had therefore expired and that she was instead entitled to a one-time grant. After delivering this notice, the NII stopped paying Boaron a dependents allowance, and it deducted, from the one-time grant it paid to her, the amount of the allowances paid to her since the day as of which, as stated, the NII considered her to be a married woman.

2.            The petitioner in HCJ 7677/07, Ms. Noah Kariv (hereinafter: “Kariv”), was widowed on 15 July 1998 and began receiving a survivors allowance from the NII. Kariv lives with her life partner, Mr. Eliezer Lavie (hereinafter: “Lavie”), in his home on Kibbutz Ein Hashofet (hereinafter: “the Kibbutz”). On 1 August 2002, in order to arrange the mutual rights and obligations resulting from Kariv’s residence on the Kibbutz, the couple signed an agreement with the Kibbutz, according to which all of Kariv’s financial affairs would be conducted through Lavie’s personal budget, and he would be responsible to the Kibbutz for all her obligations. In a letter dated 24 February 2005, the NII informed Kariv that her survivors allowance had been revoked retroactively, from 1 August 2002, the date on which the said agreement with the Kibbutz was signed. The letter also informed her that she was entitled to a one-time grant instead of the allowance.

3.            Petitioner 1 in HCJ 4820/08, Ms. Malka Steir (hereinafter: “Steir”), was widowed on 8 March 1981 and began receiving a dependents allowance from the NII. Steir’s husband was killed in a work accident when serving as first mate on the ship Masada, which sank, and their son was born after his death (on 9 November 1981). At some point, Steir began to live with Mr. Eli Tasman, and their daughter was born on 10 April 1989. In March 2004, the NII informed Steir that it would no longer pay her a dependents allowance because it considered her to be a “married woman” as of 18 September 1994 (the date on which the National Labour Court rendered a decision in NLC 54/85-0 Ornan v. National Insurance Institute [31], to which I will refer below).

4.            Petitioner 2 in HCJ 4820/08, Ms. Shulamit Gabay Galoni (hereinafter: “Gabay Galoni”), was widowed in February of 1980 and began receiving a dependents allowance from the NII for herself and for her two daughters. After her daughters grew up, Gabay Galoni continued to receive a dependents allowance for herself only. Gabay Galoni has been living with Mr. Meir Galoni since 1991 and two children have been born to them — a son on 10 September 1991 and a daughter on 1 February 1993. The couple has no agreement between them. In May of 2003, the NII stopped paying the dependents allowance to Gabay Galoni, and a month later they informed her that the payment had been discontinued because the NII considered her to be a “married woman” as of 18 September 1994 (the date on which, as stated, the said decision was rendered in Ornan v. National Insurance Institute [31]).

5.            Petitioner 3 in HCJ 4280/08, Ms. Cheli Juliet (hereinafter: “Juliet”), was widowed in 1991 and began receiving a survivors allowance from the NII. Juliet has lived with Mr. Yigal Erez (hereinafter: “Erez”) since 1998. On 18 October 2004, the NII informed Juliet that her entitlement to a survivors allowance had ended as of 1 February 1998, the date on which she became Erez’ common-law wife. The NII also informed Juliet that because the payment of the allowance had been discontinued, she owed a debt in the amount of NIS 54,231; however, on 28 June 2005 it notified her that this debt had been cancelled. In any event, the NII discontinued its payment of a survivors allowance to Juliet as of 1 March 2004.

In light of the NII’s decision to discontinue its payments of survivors allowances and dependents allowances to these petitioners, they filed claims in the regional labour courts that focused on the question of whether a widow who has not remarried but who lives as a common-law wife is entitled to continue receiving a survivors allowance or a dependents allowance from the NII.

The judgments in the regional labour courts

6.            On 10 October 2005 the Nazareth Regional Labour Court allowed Kariv’s claim, and held that ss. 255 and 262 of the National Insurance Law prescribe the circumstances under which a remarried widow’s entitlement to a dependents allowance ends and those under which a remarried widow’s entitlement is reinstated. The court also held that the legislature had chosen to use “phrases that refer only to the world of marriage, in its original and narrow meaning.” The Nazareth Regional Labour Court also held that the denial of a spouse’s rights was not possible without an express statutory provision and that —

‘… the application of the provisions of s. 255 of the [National Insurance] Law to a “common-law wife/husband” requires additional changes in the section, apart from changing the word “married woman” wherever it appears to “common-law wife”; therefore, and in view of the case-law rule regarding a common-law wife/husband, it cannot be that this obstacle can simply be removed in some way other than a legislative change.’

On 20 May 2007, the Haifa Regional Labour Court joined in this holding and ruled in favor of Juliet. The court held that since the legislature had used clear language, according to which only a remarried widow would lose her entitlement to an allowance —

‘We cannot accept the argument that a widow who has begun a relationship with a new partner without formally marrying him is no longer entitled to a survivors allowance. Since the legislature determined that entitlement to an allowance lapses only upon the widow’s remarriage, only the act of marriage can cancel her right to an allowance, and no other act — including her becoming the common-law wife of another man — can do so.’

The court referred in its judgment to the decision of Vice President Elisheva Barak Ososkin in NIIApp  1407/04 National Insurance Institute  v. Friman [32], and held that “when there is no commitment by way of marriage, a person who has a common-law husband should not lose entitlement to a survivors allowance, because the institution of common-law marriage is not a stable one.”

7.            Regarding s. 135 of the National Insurance Law, the Tel Aviv-Jaffa Regional Labour Court granted Boaron’s claim against the NII, and held that according to the National Insurance Law [Consolidated Version] 5755-1995 (hereinafter: “the National Insurance Law”), entitlement to a dependents allowance expires only upon a widow’s remarriage and that “only the act of marriage will cancel [the widow’s] entitlement to the allowance, and no other act will do this, including her becoming another person’s ‘common-law wife’”. The Regional Labour Court held further that in light of the statutory language, s. 135 of the National Insurance Law cannot be applied to a widow who has become the common-law wife of another man, and noted that the section deals with the “specific dates on which a widow’s entitlement to a dependents allowance lapses or is renewed, and all those dates refer to the date of the marriage”; furthermore,  “regarding a person who is a common-law wife, it is clear that the dates of the beginning of the relationship, as well as its end, are not formal and clear, and therefore they cannot fall within the framework of the said section.” The Regional Labour Court rejected the NII’s claims that the National Labour Court’s holding in Ornan v. National Insurance Institute [31] supports the said interpretation of s. 135 of the National Insurance Law, and held that in the case before it, “the terms that are repeated, and under which the expiration of entitlement to an allowance, and the entitlement to a grant, are tied to specific dates, which are connected to the marriage process — all these lead me to the conclusion that the legislature’s intention regarding this section, given that it used the term “married”, was to refer to official marriage, and not to the institution of “common-law spouses”. In the end, the Regional Labour Court held that the same result will be reached upon a comparison to the Families of Soldiers Killed in Action Law (Pensions and Rehabilitation), 5710-1950 (hereinafter: the “Families of Soldiers Killed in Action Law”).

On 7 February 2006, the Haifa Regional Labour Court granted Gabay Galoni’s claim, referring, inter alia, to the judgment rendered in Boaron’s case. On 10 May 2006, the Tel Aviv-Jaffa Regional Labour Court also adopted this position in granting Steir’s claim against the NII.

The NII appealed all these decisions to the National Labour Court.

The judgments in the National Labour Court

8.            On 28 March 2007, the National Labour Court (President S. Adler, Judge Y. Plitman and S. Tzur, and public representatives Mr. A. Ben Gera and Y. Ben Yehuda) allowed the appeal brought by the NII against the decisions of the Regional Labour Courts in the matters of Boaron and Kariv, and held that the two should be viewed as remarried widows and that the provisions of ss. 135 and 255 of the National Insurance Law should be applied to each of them respectively (hereinafter: the “Boaron case”). The National Labour Court noted that under s. 1 of the National Insurance Law, the term “his wife” is defined as “including his common-law wife who lives with him,” and held that the Law equates the common-law wife to a married woman “and in any event it equates a widow with a common-law widow [sic].” The National Labour Court referred to Judge Plitman’s decision in NII v. Friman [32], in which he held as follows:

‘The question that arises is whether it may be concluded from the use of the expression, “a widow who has remarried” that the intention was to exclude a widow who conducts a full family life with a partner but has not been officially married . . .

[This question] should be answered in the negative for three reasons:

First, because of the reason underlying the objective of the law. The dependents allowance is an allowance which replaces the income brought by the spouse into the household — because the widow runs the household by herself after her husband’s death. Since the widow has now returned to sharing a household and family life with a life partner, she is again receiving support for the household finances, and therefore, in light of the purpose of the payment of the allowance as stated, she is no longer entitled to receive a dependents allowance.

This objective calls for a legal rule that does not distinguish between the law as it is applied to a widow who has officially remarried, and a widow who is a common-law wife. If we were to interpret the statutory language differently, there would be unjustified discrimination against the officially remarried widow whose financial support is discontinued, as opposed to the widow who has established a new family unit without anchoring it through participation in a marriage ceremony, whose allowance does not expire.

Secondly — the non-expiration of entitlement to a dependents allowance for a widow who has established a new home with a common-law husband would create an absurd situation in which, on the one hand, the legislature does not recognize the institution of common-law spouses and a widow therefore does not lose her entitlement to a dependents allowance even if she has reestablished a home with a common-law husband, and on the other hand, it does recognize the concept of a common-law spouse and grants a dependents allowance to a woman whose life partner, the common-law husband, passes away . . .

Thirdly — the absurdity arising from the non-expiration of the entitlement to a dependents allowance for a widow who has established a new home with a common-law husband is exacerbated in the case in which her common-law husband dies as a result of a work accident. In such a case, according to my colleague the Vice President, the widow would enjoy, in theory, a simultaneous double entitlement to two dependents allowances: one due to the death of her [non-common-law] husband and another due to the death of her common-law husband.

The legislature’s objective in establishing entitlement to a dependents allowance for a common-law wife whose life partner died is the same objective as we face here — a perception of the status of the common-law wife as being equal to that of a married woman, at least for the purpose of entitlement to a dependents allowance through which a widow is paid an allowance after the death of her life partner’ (ibid., at paras. 9-12).

The National Labour Court further held that a widow who is a common-law wife should also be viewed as a remarried widow with regard to the conversion of a survivors allowance to a survivors grant, noting that in the same way that a common-law wife is viewed as a married woman, a widow who has become a common-law wife should be considered as having married. The National Labour Court emphasized that this was not only a matter of denial of entitlement to an allowance; it also involved the creation of an equivalence in relation to entitlement to an allowance while providing grants to a remarried widow, and it therefore rejected the argument that there was a violation of the Basic Law: Human Dignity and Liberty. The National Labour Court also held that the date on which a common-law wife was deemed to have married is not determined arbitrarily, and that her entitlement to a grant (and the suspension of her allowance) begins “on the day on which it can be determined that she meets the definition in s. 1 of the National Insurance Law — ‘his common-law wife who lives with him’ — on the basis of an established factual foundation.” For all of the above-mentioned reasons, the National Labour Court held that Boaron and Kariv were to be treated as remarried widows. As the court wrote:

‘What reason is there for distinguishing between these two women whose cases are before us, who have lived with their partners for several years, and who are raising children with them, conducting a joint household, a new family unit, and following a mutual declaration of their relationship in the form of a financial agreement — and those women who have anchored their relationships with their partners through a religious ceremony? Any distinction that is made between the two cases is basically discriminatory and misses the legislative intent to anchor the status of the common-law wife in the definitional section of the National Insurance Law by defining the term “his wife” as “including his common-law wife who lives with him,” thus viewing the status of the common-law wife as being equivalent to that of a married woman’ (para. 14).

Finally, the National Labour Court held that the fact that a couple did not have joint ownership of any assets would not change its ruling, and that the date of expiration of the entitlement to an allowance should be established in each case on the basis of the particular factual circumstances.

9.            On 19 March 2008, the National Labour Court (President S. Adler, Judges J. Plitman and V. Virt-Livne and public representatives S. Habshush and J. Deutsch) also allowed the NII’s appeals of the judgments rendered by the regional labour courts in the suits brought by Gabay Galoni, Juliet and Steir, and held that they should be viewed as remarried widows (hereinafter: the “Gabay Galoni case”). The court repeated its holding that “a narrow interpretation of the term ‘remarried’ whereby it applies only to a widow who has undergone a marriage ceremony and not to a widow who has become a common-law wife leads to an unjustified favoring of the common-law wife over a woman who has been married in a formal ceremony, when the purpose of the law is to create an equivalence between the two.” The National Labour Court further held that the relevant provisions of the National Insurance Law should be interpreted in accordance with the other provisions of that Law, and not in accordance with the interpretation of the Families of Soldiers Killed in Action Law.

The petitions before us relate to these judgments, and following a hearing held in this Court on 3 November 2008, we issued an order nisi on 4 November 2008 ordering the NII to explain why the National Labour Court’s holding, that the meaning of the term “a widow who has remarried” is not limited to widows who have actually remarried but also applies to widows who are living as common-law wives, should not be reversed.

The parties’ arguments

10.          The petitioners argue that this Court must intervene in the National Labour Court’s judgments in the Boaron and Gabay Galoni cases, in view of a substantive legal error made in reaching them. Specifically, the petitioners argue that the National Labour Court’s judgments are inconsistent with the express language of ss. 135, 255(b), (d) and 262 of the National Insurance Law, which relate to a widow who has “remarried”, and that the language does not support an interpretation according to which these provisions relate to widows who are living as common-law wives — women who, by definition, have not remarried but are instead living with a partner. The petitioners argue in this context that the objective that the National Labour Court attributed to ss. 135, 255(b), (d) and 262 of the National Insurance Law — the creation of an equivalence not only in terms of the rights enjoyed by married couples as compared to the rights of couples living together, but also in terms of the obligations that both types of couple bear — deviates from the various possible linguistic interpretations of the section. They emphasize that the provisions establish specific dates on which the widow’s right to a dependents or survivors allowance either expires or is renewed. The petitioners note that the National Insurance Law refers to the concept of common-law marriage, and from this they infer that the legislature chose to apply ss. 135, 255(b), (d) and 262 to widows who have been formally remarried. The petitioners are of the opinion that the National Labour Court’s interpretation of the terms “married” and “date of marriage” will have “sweeping ramifications — without there having been a systemic, comprehensive, in-depth and methodical examination” of the other pieces of legislation dealing with marriage, and that such an examination can and should be carried out by the legislature alone.

As to the purpose of the National Insurance Law, the petitioners argue that it was intended to ensure the social security of Israel’s citizens, and that the level of social security enjoyed by common-law wives is less than that of married women due to the absence of a substantive financial anchor and to the unwillingness of the parties to make a commitment to each other through marriage. On this matter, the petitioners further argue that the ties between individuals who live as common-law spouses are characterized by varying levels of stability, and that clear criteria are therefore required in order to determine when the allowance given to a widow who has become another man’s common-law wife will be discontinued. The petitioners also argue that while the criteria for determining who falls within the definition of a common-law wife for the purpose of granting rights should be lenient, the criteria for making the same determination for the purpose of denying rights should be strict.

The petitioners argue that the National Labour Court has cancelled a right that is granted to a widow by primary legislation, and that in light of the complexity of the subject and its public importance, such a cancellation of rights should be left in the hands of the legislature. They further argue that the National Labour Court’s interpretation of the term “a widow who has remarried” violates the principle of equality with regard to the treatment of widows under the Families of Soldiers Killed in Action Law. In this context, they argue for the rejection of the NII’s position that a justifiable distinction may be made between the two groups of widows. The petitioners argue that the circumstances of a husband’s death are irrelevant, and that the purpose of both laws is to ensure that a widow who has been left without an additional provider can support herself with dignity. The petitioners also argue that the denial of their rights to an allowance due to their having become common-law wives violates their basic property rights; they argue that a statute which deprives citizens of their rights, or which reduces such rights, must be construed literally.

The petitioners further argue that the application of the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law to widows who are living as common-law wives involves a degree of arbitrariness in terms of the determination of the date as of which the widow loses her entitlement to an allowance. Finally, the petitioners argue that the widowers have relied on their monthly allowances from the NII for their support and that their partners do not provide them with financial assistance, and do not support them — nor are they obligated to do so.

11.          The NII argues that the National Labour Court was correct in holding that the term a “widow who has remarried” also includes widows who are living as common-law wives, and that the position that the term “married” relates only to women who have had an actual wedding and not to common-law wives was already been rejected in Ornan v. NII [31]. The NII further argues, in this context, that because the term “wife” is defined in s. 1 of the National Insurance Law as including “his common-law wife who lives with him,” the term wife “who has married” applies as well to a woman who has connected her life to a partner as a common-law wife, even if she has not married her partner. According to the NII, a woman who is officially married has no advantage over the woman who is living as a common-law wife, and it is not reasonable that a widow who is the common-law wife of another man should have an advantage over a person who has officially married another person. Regarding this matter, the NII stresses that both a widow who has officially remarried and a widow who is a common-law wife would be entitled to an allowance by virtue of the second “spouse”, if that “spouse” should also pass away.

The NII also argues that the objective of the National Insurance Law is to assist a family unit when it has lost one of the heads of the household who had contributed to its economic maintenance. In accordance with this objective, when the surviving spouse establishes a new relationship, the need for this continued public support becomes irrelevant. The NII therefore believes that the language of the National Insurance Law, its objective, and its structure, as well as the quest for legislative harmony, do not justify any distinction between a widow who has remarried and a widow who is living as a common-law wife. On the contrary: according to the NII, allowing the appeal would mean unfair discrimination between the treatment of two groups of widows when there is no relevant difference between them with regard to entitlement to an allowance. The NII argues for the rejection of the petitioners’ argument that the National Labour Court’s interpretation establishes a primary legislative arrangement and an ultra vires act; it stresses that a court does have the authority to interpret acts of legislation — noting that this Court has in the past recognized the rights of common-law wives who had not been expressly included in relevant legislation. The NII also argues that identical terms appearing in different statutes are to be interpreted in accordance with each statute’s objective, and that the petitioners’ argument — that the National Labour Court’s interpretation will have sweeping consequences, even though there has not been any in-depth or methodical examination of the interpretation’s effect on other pieces of legislation dealing with marriage — should not be accepted.

Regarding the dates prescribed in the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law, the NII argues that even if it is difficult to identify the “correct” date, this does not change the legal interpretation regarding the substantive right, and that insofar as implementation of the provisions is the issue, such implementation is a matter for the competent authorities, to be determined on the basis of appropriate proof, and these determinations will be subject to judicial review by the Regional Labour Court.

The NII argues that the proper interpretation of the term a “widow who has remarried” should not be inferred from the rules that apply to widows under the Families of Soldiers Killed in Action Law, due to the different frameworks and to the relevant difference between these two groups of widows. The NII further argues that the petitioners could also seek an amendment of the law (as was done in the case of the Families of Soldiers Killed in Action Law). The NII thus argues that there is no violation of the principle of equality here, and it further argues that the constitutional right to property does not apply to pension rights under the National Insurance Law. Finally, the NII contends that the petitioners’ argument concerning their reliance on their allowances should not be accepted, and that in any event this reliance neither adds nor detracts from the need to decide on the very existence of the right to an allowance. In this context, the NII also argues that neither the survivors allowance nor the dependents allowance is intended to secure basic living conditions: that objective is achieved through the income support allowance.

Deliberation

12.          This Court, sitting as the High Court of Justice, acts with considerable restraint regarding any intervention in the decisions of the National Labour Court (see HCJ 6522/06 Kochavi v. Jerusalem Labour Court [1], at para. 17; HCJ 8929/08 Ben Nun v. National Labour Court [2], at para. 18) and it will intervene in that court’s judgment only in those cases in which two conditions have been met, cumulatively: first, that the judgment is tainted by a substantive legal error; and second, that justice requires its correction. In examining the existence of a “substantive legal error”, this Court will consider whether, inter alia, the subject under discussion is of public importance and to what extent it is a general and widespread issue (see HCJ 525/84 Hatib v. National Labour Court [3], at pp. 693-694; HCJ 840/03 Israel Professional Firefighters Union — Firefighters Committee v. National Labour Court [4], at pp. 814-815; HCJ 5666/03 Kav LaOved Organization v. National Labour Court [5], at para. 28). There is no dispute that the subject before us is an important one. Nevertheless, I will already state that in my view, the National Labour Court’s decisions in the present matter are not tainted by any substantive legal error that would justify our intervention.

13. Section 135 of the National Insurance Law, relating to dependents allowances, and ss. 255(b), (d) and 262 of that Law, relating to survivors allowances, stands at the heart of the discussion and it is therefore appropriate to cite them in full.

Section 135 of the National Insurance Law refers to a widow who receives a dependents allowance pursuant to Chapter E, which deals with work accident victim insurance. It provides as follows:

135. A widow who has remarried

(a)          If a widow remarries, her right to an allowance expires and the Institute will pay her a grant in two installments as follows:

(1) After the date of her remarriage — an amount equal to the dependents allowance, which is calculated on the basis of the amount of the allowance as stated in s. 132(1) (hereinafter: “the allowance amount”) that was paid for the month in which she remarried, multiplied by eighteen;

(2) At the end of two years from the date of her remarriage — an amount equal to the allowance amount as it would have been paid to her, had she not remarried, for the last month of the said two years, multiplied by eighteen;

However, if she is no longer married ten years after the date on which she remarried, or if, within this period, divorce proceedings between her and her spouse have been initiated in a religious or a civil court, she will again be entitled to an allowance beginning on the date she ceased to be married, as stated, and a grant or a first installment thereof, which was paid to her pursuant to this sub-section, will be credited against the allowance, according to the provisions of paras. (1) – (4) of s. 262(a).

(b) If a widow’s husband from her new marriage passes away and she receives a dependents allowance or a survivors allowance because of him, she will receive the second installment of the grant, even if less than two years have passed from the date of her remarriage; the grant will be calculated on the basis of the allowance amount that would have been paid to her for the month in which her husband passed away as stated, had she not remarried.

(c) Notwithstanding the provisions of sub-section (a), the Minister may prescribe certain conditions and situations in which the right of a widow who has remarried to receive an allowance will not expire.

Section 130(b)(1) of the National Insurance Law provides that the provisions that apply to a widow regarding these matters will also apply to a widower.

Sections 255(b), (d) and 262 of the National Insurance Law refer to a widow who receives a survivor’s allowance pursuant to Chapter K, dealing with Old Age Insurance and Survivors Insurance, and they provide as follows:

255. Payment of a grant

. . .

(b)          If a widow who is entitled to a survivors allowance remarries, her right to the survivors allowance will expire and the Institute will pay her a grant in two installments as follows:

(1) After the date of her remarriage — an amount equal to the survivors allowance which is calculated on the basis of the amount of the allowance as described in s. 252(a)(1) (hereinafter: “the allowance amount”) which had been paid for the month in which she had remarried, multiplied by eighteen;

(2) At the end of two years from the date of her remarriage — an amount equal to the allowance amount as it would have been paid to her, had she not remarried, for the last month of the said two years, multiplied by eighteen;

(c) If a widow’s husband from her new marriage passes away and she receives a survivors allowance or a dependents allowance because of him, she will receive the second installment of the grant, even if less than two years have passed from the date of her remarriage; the grant will be calculated on the basis of the allowance amount that would have been paid to her for the month in which her husband passed away as stated.

(d) A widower, for the purpose of this section, will be treated in the same manner as a widow.

262. A widow or widow who has remarried

(b)          A widow who is entitled to a grant pursuant to this Part due to her marriage will lose her entitlement to an allowance; however, if she is no longer married ten years after the date on which she remarried, or if, within this period, divorce proceedings between her and her spouse have been initiated in a religious or a civil court, she will again be entitled to an allowance beginning on the date she ceased to be married, as stated, and a grant or a first installment thereof, which was paid to her pursuant to this sub-section will be credited against the allowance, subject to the following provisions:

(1)          If the widow’s entitlement to an allowance is renewed within 18 months from the date on which her entitlement to an allowance expired pursuant to her marriage, the amount to be credited against her allowance will be one eighteenth of the first installment, multiplied by the number of months for which she is entitled to an allowance during the said eighteen months;

(2)          If the widow’s entitlement to an allowance is renewed later than 18 months from the date on which her entitlement to an allowance expired pursuant to her marriage, the first installment of the grant will not be credited against her allowance;

(3)          If the widow’s entitlement to an allowance is renewed later than two years and earlier than three years after the date on which her entitlement to an allowance expired pursuant to her marriage, the amount to be credited against her allowance will be one eighteenth of the second installment, multiplied by the number of months for which she is entitled to an allowance during the last eighteen months of the said three years;

(4)          If the widow’s entitlement to an allowance is renewed later than three years after the date on which her entitlement to an allowance expired pursuant to her marriage, the second installment of the grant will not be credited against her allowance;

(b)          Notwithstanding the provisions of sub-section (a), the Minister may specify certain situations and conditions in which the right of a widow who has remarried to receive an allowance will not expire.

(c)           The provisions of this section will apply to a widower as well, mutatis mutandis.

14.          The question we face is, as stated, whether the provisions of ss. 135, 255(b) – (d) and 262 of the National Insurance Law are also properly applied to a widow or widower who subsequent to being widowed has become the common-law wife or husband of another partner.

The starting point of any process of statutory interpretation is the statutory language, and that language will set the limits of the interpretation, in the sense that the words of the statute may not be given a meaning that they cannot support (see MApp 67/84 Hadad v. Paz [6], at p. 670; CA 2000/97 Lindorn v. Kranit Fund for Compensation of Road Accident Victims [7], at p. 25; CA 8569/06 Director of Land Taxation, Haifa Office v. Polity [8], at para. 26). This Court has therefore held on several occasions that “the language component is not a sufficient condition for a particular interpretation, but it is a necessary condition” (CA 3622/96 Hacham v. Kupat Holim “Maccabi” [9], at pp. 646-647) and that “the judge may not  . . . realize an objective unless it has some basis — even a weak one — in the statutory language” (FH 40/80 Koenig v. Cohen [10], at p. 715; see also LCA 3899/04 State of Israel v. Even Zohar [11], at para. 14; Director of Land Taxation v. Polity [8], at para. 26; A. Barak, Legal Interpretation (vol. 2, ‘Statutory Interpretation,’ 1993), at pp. 81-84, 97-100).

15.          Can the language in ss. 135, 255(b), (d) and 262 of the National Insurance Law support a legal interpretation that also applies these provisions to a widow or widower who is living as a common-law spouse?

In order to answer this question, we must examine, inter alia, the definitional section of the statute, which is designed to establish the scope of the linguistic significance of the terms that are the subject of each definition (see Director of Land Taxation v. Polity [8], at paras. 29-30; Barak, Legal Interpretation, supra, at pp. 137-138). The definitional section of the National Insurance Law (s. 1) provides as follows: “‘his wife’ — including his common-law wife who lives with him.” The term “including” generally expands the scope of the literal meaning that may be attributed to the defined term (see Barak, Legal Interpretation, supra, at p. 138) and in Ornan v. NII [31], the National Labour Court, in reliance, inter alia, on the definitional section, held  that the term “a married woman” also includes a common-law wife. In that case, the National Labour Court rejected the NII’s argument (the opposite argument to the argument it makes here) that the term “married woman” means only an officially married woman, and held that the term “his wife” in the definitional section “means a ‘married woman’, because were this not the case, why would it have been necessary for the legislature to add at the end, ‘including his common-law wife’?” (Ibid., [31], at p. 407.) The National Labour Court also noted in that case that “there is nothing in that section [which was the subject of the dispute there], either in its substance or in its context, that contradicts the definition of the term ‘his wife’ in s. 1 of the statute, and that the rule applying to a ‘married woman’ [in that section] is the same as that applying to ‘his wife’ in s. 1 of the statute” (ibid., [31], at p. 408). This holding was reached in light of the provision in s. 2 of the Interpretation Law, 5741-1981, under which “a term that is defined in legislation will have the meaning assigned to it by the definition . .  . unless otherwise stated with regard to the particular matter, and provided that nothing in the subject-matter or context is inconsistent with the definition.”

16.          We accept the position that the term “married woman” can, in linguistic terms, support a legal meaning that includes “a woman living as a common-law wife.” But the petitioners claim that the language in the sections under discussion in this case — unlike the section which was the subject of Ornan v. NII [31] — indicates only a narrow range for possible interpretation, one which does not include a widow who is a common-law wife. This is because the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law relate to defined dates that are, in their view, relevant only to widows who have remarried officially, particularly the date on which the widow remarried and the date as of which she was no longer remarried.

I cannot accept the petitioners’ argument in this matter.

Indeed, the assumption is that “the legislature is using regular language and the language cannot be interpreted other than according to its plain meaning” (HCJ 6247/04 Gorodetzki v. Minister of Interior [12]); occasionally, however, and to the extent justified by the objective that the statute is intended to achieve, the interpreter may attribute  a unique and unusual meaning to particular words, if that meaning falls within the linguistic range delineated by the statutory language (see Barak, Legal Interpretation, supra, at pp. 117-118). In this case, and as I will describe below, it appears to me that from a linguistic perspective, the dates specified in ss. 135, 255(b), (d) and 262 of the National Insurance Law (the date on which a widow remarried or the date as of which she was no longer married) can be interpreted in a manner that applies them also to the dates on which a widow began or ceased to be a common-law wife, whichever is relevant. Indeed, while it is a simple matter to identify the establishment of a marital connection by virtue of a formal and constitutive act, the identification of a date on which a couple began to live together as common-law spouses or the date on which a couple ceased to live as such is less clear-cut, and requires a factual examination of the nature and circumstances of the relationship. In my view, however, this fact does not rule out an interpretation that applies the provisions to which the petitions before us relate to common-law spouses as well, in view of the standard criteria for determining these matters, according to which a couple will be recognized as common-law spouses if they have a conjugal relationship and a shared household (see AAA 4614/05 State of Israel v. Oren [13]; CA 1966/07 Ariel v. Egged Members Pension Fund Ltd. [14], at para. 25). Similar tests are applied by the NII with regard to the granting of allowances (see, for example, NIIApp 731/07 Kirshner v. NII [33]), and there is nothing to prevent their application where required with respect to the expiration of the right to an allowance. In any event, a party who believes that he or she has been harmed by a decision of the NII regarding this matter is free to initiate the appeal procedures prescribed by law (see and compare: HCJ 2316/05 A v. National Labour Court [15]; NIIApp1212/04 Apter v. NII [34], at p. 469).

Since my conclusion is that the language of the relevant statutory sections does not negate any of the interpretations that the parties wish to give to the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law, we must now proceed to determine what is the objective that underlies the legislation that we are required to interpret.

17.          The objective of the National Insurance Law with respect to survivors allowances and work accident victim insurance is “to protect against economic shortages that are liable to follow the curtailing of income as a result of a provider’s work accident, old age or death. Its purpose is not to grant rights to a person by reason of his being the relative of another person, but rather, to prevent a defined group of persons from suffering from financial shortages because they are no longer receiving their own income or the income of their provider” (NLC 30/19-0 NII v. Mano [35], at p. 77; see also: NLC 52/69-0        Leon v. NII [36], at p. 464; NLC 53/6-7 Batar v. Central Pension Fund of Histradrut Workers, Ltd [37], at p. 140; NLC 57/6-2 Central Pension Fund of Histradrut Workers, Ltd v. Kochavi [38], at para. 6; see and compare HCJ 4193/04 Gartner-Goldschmidt v. National Labour Court [16]).Thus, the survivors and dependents allowances that are paid pursuant to the National Insurance Law are intended to compensate for the loss of financial support that a person had been receiving from his or her partner as a dependent of that partner in connection with such support, and to preserve a roughly similar standard of living to that which the survivor enjoyed prior to the provider’s death (see Gorodetzki v. Minister of Interior [12], at para. 23; NIIApp 1169/01 Avital v. NII [39]; Kirshner v. NII [33], at para. 8(e)).

In light of these objectives, the right of a widow or widower to an allowance expires upon remarriage, according to the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law. This is due to the assumption that the new familial unit that has been established will be sufficient to replace the loss of income that ensued from the death of the previous partner (see NIIApp 779/06 NII v. Wolkowitz [40], per President S. Adler, at para. 3). At the same time, and in order to enable a widow or widower to adapt to the expiration of the right to an allowance pursuant to the above-mentioned sections, the statute provides that they will be entitled to a grant which is equal to thirty-six months of the allowance. (The two installments of the grant are paid within a period of two years from the date of the remarriage.) The Minister of Labour and Welfare is also authorized, by virtue of ss. 135(c), and 262(d) of the National Insurance Law, to prescribe certain circumstances and conditions under which the right of a remarried widower or widow to an allowance will not expire. The regulations that the Minister enacted pursuant to this authorization (see National Insurance Regulations (Dependents Allowance for Remarried Widows), 5737-1976) provide that a remarried widow’s right to a dependents allowance will not expire if the new husband is unable to support himself or if he is over 60 years old, provided that the new husband’s income does not exceed one twelfth of the amount specified in Item 1 of Table B of the National Insurance Law. Similar regulations have not been enacted with respect to a survivors allowance.

The objective of the provisions that cancel the right to an allowance in the event of an official remarriage, and the above-mentioned rationales which underlie that objective, are also applicable with respect to a widow or widower who has begun to live with a new partner in a common-law marriage. Indeed, a widow or widower who lives as a common-law spouse will benefit from shared income with the new partner and from a shared bearing of expenses — assuming that there is a shared household, which is a condition for the couple being classified as common-law spouses. Under these circumstances, there is no justification for the widow or widower to continue to receive a survivors allowance or a dependents allowance; such allowances are intended to provide protection from the financial shortage that the death of a provider is expected to entail.

18.          Together with the search for the specific objective of the legislation that we wish to interpret, we ought to examine the extent to which the legislation expresses the basic values of the legal system, in light of the accepted principle that these values must find expression in every piece of legislation. One of the basic values of the legal system in Israel, relating directly to the matter under discussion here, is the principle of equality, a value which has been accorded constitutional status (see HCJ 953/87 Poraz v. Mayor of Tel Aviv Shlomo Lahat [17], at pp. 329-332; Lindorn v. Kranit Fund [7], at pp. 29-30; HCJ 6427/02 Movement for Quality Government v. The Knesset [18], (per President Barak, at paras. 36-40); HCJ 4124/00 Yekutieli v. Minister of Religion [19], at para. 35). The significance of this is that when there is no relevant difference between individuals, they are entitled to equal treatment, inter alia in terms of the legal rules that apply to them. A claim of discrimination can therefore arise when a different legal rule is applied to individuals or groups between whom there is no relevant difference (see HCJFH 4191/97 Recanat v. National Labour Court [20], at pp. 343-345). The complexity involved in the implementation of the principle of equality was noted by President Beinisch in Yekutieli v. Minister of Religion [19] as follows:

‘It is not a simple matter to determine whether a particular norm violates the principle of equality. By its very nature, the question calls for a discussion of the characteristics and purposes of the norm, and a determination of the “peer group” relevant to the matter at hand. The peer group is the group of individuals or entities to which the obligation to act in accordance with the principle of equality applies . . . and it is derived, inter alia, from the norm’s purpose and from the scope of its application. Sometimes the legislature determines the peer group as a part of the norm itself, and sometimes the court must define, by means of a number of variables, what the peer group is in each specific case’ (ibid., at para. 36).

Here, the petitioners and the NII do not dispute the fact that there is a difference between the group comprising widows who have remarried by virtue of a wedding ceremony which is recognized by law, and the group comprising widows who are living as common-law wives. The parties’ disagreement relates to the matter of whether, for the purposes of ss. 135, 255(b), (d) and 262 of the National Insurance Law, the difference between these groups is a relevant one. The NII argues that an interpretation of the above-mentioned sections which excludes widowers and widows who are living as common-law spouses from coverage by those sections will create a situation whereby two groups between whom there is no relevant difference are treated differently. This argument, which the National Labour Court accepted, is a strong one, and I also believe that there is no relevant difference between the widowers and widows who have been officially remarried and those who are living as common-law spouses — no difference that justifies the application of a different legal rule to the two groups with regard to the expiration of the right to an allowance. Indeed, the members of both of these groups lost a source of income when their partners passed away, and the members of both groups have established new family units, and in relation to both groups, there is a presumption that the new partners share income and expenses. The petitioners argue in this regard that the relationship between partners who are living in a common-law marriage is less stable than the relationship between partners who were married officially, and that this creates a relevant distinction that justifies different treatment with regard to the expiration of the right to an allowance. This argument cannot be accepted, for even if we presume — in concert with the petitioners — that the relationship between partners who are living in a common-law marriage is indeed less stable than the relationship between partners who are officially married, this does not create a relevant distinction between the two groups with respect to the present matter. This is because the arrangement prescribed in ss. 135, 255(b), (d) and 262 of the National Insurance Law, which cancels the right to an allowance, also foresees the possibility that the new relationship will not last, and ss. 135(b)(2) and 262(a) of the statute therefore include a provision that a widow who remarries will regain her entitlement to an allowance —

‘ . . . if she is no longer married ten years after the date on which she was remarried, or if, within this period, divorce proceedings between her and her spouse have been initiated  . . .’

It is understood, however, that if the provision that cancels the right to an allowance also applies to widows or widowers who are living as common-law spouses, the provision that re-entitles them to an allowance if the new common-law relationship ceases to exist before ten years have elapsed since its inception will also apply to them. Thus, the alleged distinction based on the difference in the level of the stability of the relationship is also insufficient to justify the application of a different legal rule to the petitioners as widows who are now living as common-law wives, on the one hand, and to widows who have been officially remarried, on the other hand.

19. In Ornan v. National Insurance Institute [31], the National Labour Court, in a different context pertaining to the National Insurance Law, noted the implications of a discriminatory rule that involves an improper favoring of common-law wives, stating as follows:

‘We should not attribute to the legislature an intention to grant the common-law wife only benefits, and to spare her the disadvantages. The aim of the Law is to create an equivalence for all purposes — with respect to both the good and the bad — between the common-law wife and the married woman’ (ibid., at p. 408).

I find this approach to be acceptable, and it provides an appropriate response to the contention that the provisions of the National Insurance Law can be extended through interpretation when they grant benefits, but cannot be extended when the extension involves a negation of rights. Indeed, it is hard to imagine that for the purpose of granting a survivors allowance (pursuant to s. 252 of the Law) and a dependents allowance (pursuant to s. 131 of the Law), a common-law wife will be considered a “widow” due to having been the “wife” (under the definition in s. 1 of the Law) of her deceased partner (see: NLC 56/255-0 Atar v. NII [41], at p. 387; Kirshner v. NII [33], at para. 8(a)), but that she will not be considered to be the “wife” of her new partner with whom she is living as a common-law spouse with regard to the expiration of the entitlement to these rights (pursuant to ss. 135, 255(b) and (d) of the Law).

It appears to me that the same question arises regarding both the granting of rights and their expiration, i.e., whether there is a relevant distinction, with respect to either issue, between couples who are officially married and couples who are living together in a common-law marriage (see and compare 4341/99 CrimA Vidal v. State of Israel [21],                 at p. 334; CA 2622/01 Director of Land Appreciation Tax v. Levanon [22], at p. 326).

Professor Shahar Lifshitz’ comments are also pertinent here:

‘When, as the result of the attempt to equate the support given to the institution of common-law marriages and the institution of official marriage, a situation is created that favors the common-law partners, the result is untenable . . . in light of the proclivity to equate the rights of common-law spouses to those of married people, a parallel reform is required that will equate the duties imposed in the two cases . . . ’ (S. Lifshitz, Common-Law Partners From the Perspective of the Civil Theory of Family Law (2005), at pp. 235-236).

The degree to which different treatment of widows and widowers in common-law marriages (as compared to the treatment of widows and widowers who have officially remarried) is liable to create a discriminatory and even absurd situation regarding the expiration of entitlement to survivors allowances or for dependents allowances, was demonstrated in the National Labour Court’s decision, when it noted the following among the reasons for its ruling:

‘The absurdity with respect to the non-expiration of the entitlement to a dependents allowance of a widow who has established a new home with her common-law husband is exacerbated in the case in which her common-law husband dies as a result of a work accident. In such a case, according to my colleague the Vice President (in Friman), the widow will in theory be entitled, simultaneously, to two dependents allowances: one arising from the death of her official husband and one arising from the death of her common-law husband.’

This discriminatory result does indeed reach the level of absurdity and it must be avoided, not only because of the harm done to the principle of equality but also because of the rule that requires us to avoid, to the extent possible, an interpretation of statutory provisions that leads to an absurd result (see and compare, CA 165/82 Kibbutz Hatzor v. Rehovot Tax Assessor [23], at p. 74; CA 1186/93 State of Israel, Minister of Justice v. Israel Discount Bank Ltd [24], at p. 361; Barak, Legal Interpretation, supra, at pp. 280-283).

In light of the above, I believe that with respect to the expiration of entitlement to a survivors or a dependents allowance pursuant to ss. 135, 255(b), (d) or 255(b), (d) and 262 of the National Insurance Law, the widows who are living as common-law wives should be subject to the same rule as widows who have been officially remarried, as the purpose of the legislation justifies this interpretation, and as it is also an interpretation that the statutory language will support.

20.          We must still consider the petitioners’ argument that the adoption of the National Labour Court’s interpretation of the provisions of ss. 135, 255(b), (d) and 262 of the National Insurance Law, i.e., that rights to allowances will expire for widows who are living with their partners as common-law wives, unfairly discriminates against them, as compared to widows who live as common-law wives and who are entitled to pensions pursuant to the Families of Soldiers Killed in Action Law. This argument must also be rejected. First, Amendment 30 of the Families of Soldiers Killed in Action Law changed that Law’s definition of a widow to “a person who was the wife of the decedent at the time of his death, including a woman who prior to the decedent’s death was living with him and who, on the date of his death, was his common-law wife — even if she has married another person” (emphasis added), and s. 12A of that Law, whereby the widow of a decedent who remarried lost her entitlement to a pension pursuant to the Law, was cancelled  (see the Families of Soldiers Killed in Action Law (Amendment 30), 5770-3009, SH 252). In enacting these measures, the legislature demonstrated that with respect to the widows of soldiers who were killed in action, the intention was to continue the payment of a pension even after they remarried, and, in any event, if they were living as the common-law wives of other men. Second, it has been held several times that in enacting a series of laws relating to those who were wounded or who sacrificed their lives for the country, or to their families, the legislature wished to give expression to the moral obligation owed by the state, and that these laws should therefore not be viewed as intended only to provide social security, as the National Insurance Law does. This explains the difference that appears in some contexts between the language in the National Insurance Law and the language in these other laws (see: HCJ 5304/02 Israel Association of Victims of Work Accidents and Widows of Victims of Work Accidents v. State of Israel, Knesset [25], at pp. 141-142; HCJ 8487/03 IDF Disabled Veterans Organization v. Minister of Defense [26], at paras. 21-23; HCJ 9863/06 Karan - Society of Combat Veteran Quadriplegics v. State of Israel - Minister of Health [27], at paras. 11-14).

For all the reasons mentioned above, I propose to my colleagues that the petitions be denied without any order regarding costs.

 

Justice E. E. Levy

I concur.

 

President D. Beinisch

I concur in the decision of my colleague, Justice E. Hayut, and I also agree with her reasoning. Indeed, Israeli legislation and case law have recognized the status of the common-law spouse; this has certainly been the case with respect to social support and rights (see, among others, the Inheritance Law, 5725-1965; Names Law, 5716-1956; Families of Soldiers Killed in Action Law. And see, for example HCJ 693/91 Efrat v. Director of the Population Registry [28]; Lindorn v. Kranit Fund [7]; Director of Land Appreciation Taxation v. Levanon [22]). The professional literature, it is true, contains various views relating to the possibility of applying to common-law couples arrangements that are similar to those applying to married couples. For example, the argument is made that the various arrangements that apply to married couples should not be applied equally to couples living together in common-law relationships, so as not to frustrate the wishes of those who have chosen, knowingly, to refrain from entering into official marriages (see, for example, the arguments made in S. Lifshitz, Common-Law Partners, supra, at pp. 199-216). In any event, this question does not arise in the case before us, since it appears to me that even those who believe that only some of the arrangements that apply to married couples should be applied to common-law couples would agree that the arrangements arising out of social legislation should be applied to common-law couples as well (see, for example, the distinction drawn by Lifshitz between “responsive” rules and “directed” rules, supra, at p. 217).

Although the concept of common-law relationships is not a new one in our system, not all the relevant legislative arrangements have been adjusted to the changes that have occurred in modern times in the structure of the family unit. With respect to certain laws, the legislature has not responded to this issue at all (see, for example, Director of Land Appreciation Taxation v. Levanon [22], per Justice Strassberg-Cohen, at pp. 315-316:  “The laws in relation to which the question arises as to whether or not they grant rights to a common-law wife do not have uniform language. Some of them make express use of the term ‘common-law wife’or a similar term, while defining that term clearly and explicitly. Some of them . . . use the term ‘partner’ without defining it”). In the absence of any express reference by the legislature to the application of a law to common-law partners, there are courts which, in interpreting the relevant legislation, have applied various provisions and arrangements to common-law partners as well. This was the case, for example, in Lindorn v. Kranit Fund [7], in which the court held that for the purpose of paying compensation to dependents pursuant to the Civil Wrongs Ordinance [New Version], 5728-1968, both the linguistic and the legal meanings of the phrase “partner” includes, necessarily, the concept of common-law partners.

Regarding the petition before us, as elucidated in my colleague’s opinion, s. 1 of the National Insurance Law — the definitional section — provides that the term “his wife” will “include his common-law wife who lives with him.” The definitional section applies to the entire statute, and it therefore indicates that the legislature saw the relationship between common-law partners as a framework that is covered by the statute. Furthermore, common-law wives who become widowed are not denied survivors allowances or dependents allowances — the allowances which are the focus of the discussion in this petition — and common-law wives are therefore entitled to such allowances, as are married women who have been widowed. In other words, while the situation of married women and common-law wives are completely identical with regard to entitlement to survivors allowances and dependents allowances if such married women or common-law wives should unfortunately be widowed, the same exact pension would later be cancelled only for those women who have chosen to remarry through an official marriage. This result is especially problematic, as my colleague has noted, in situations in which the widow who becomes a common-law wife is widowed again when her common-law husband passes away. In such a situation, she would be entitled to the original allowance and to another allowance by virtue of the common-law husband. The absence of symmetry between the recognition of an affirmative right and the denial of that right creates, as stated, a distortion which is likely to lead to absurd results.

I therefore agree with the conclusion reached by my colleague, Justice Hayut, that the interpretation of ss. 135, 255 and 262 of the Law necessitates the denial of the allowance to widows who acquire common-law partners, in the same way that the allowance would be denied to widows who have remarried. First, I too believe that the statutory language can support this meaning, especially given the definition of the term “his wife” in the definitional section. As is known, “the main purpose of the definitions is to establish the scope of the (express or implied) meaning of the text of the terms” (Barak, Legal Interpretation, supra, at p. 138). Additionally, the linguistic context of a piece of legislation is interpreted in relation to the statute as a complete unit, which helps determine the legal meaning of a term or section within the statute (ibid., pp. 106-107). Here, the complete unit of the National Insurance Law, in its entirety, indicates that the legislature intended to include common-law partners within the statute’s coverage, and to apply to them all the relevant rights and obligations. Secondly, this conclusion is also supported by a purposive interpretation of the Law, the purpose of which is to provide compensation for the loss of the economic support that a person received from a partner in the past, as long as the person being compensated is not in a new relationship through which such support has been renewed.

I am aware that the practical meaning of this interpretation, in the petition before us, is that the petitioners will lose their entitlement to an allowance; and that when an interpretation leads to a denial of rights, we generally lean towards construing the relevant language narrowly and literally. However, in the case before us, even though according to a purposive interpretation, as my colleague Justice Hayut noted, the widows who have common-law husbands will lose their survivors allowances or dependents allowances, this result is consistent with the purpose of the legislation and promotes the basic right of equality, in a situation in which there is no reason for making a distinction between the two groups. Regarding this matter, I accept that the petitioners have not presented persuasive reasons for recognizing a distinction between them and widows who have remarried. Even if the argument that there is a difference between these groups due to the lack of obligation and stability in the common-law relationships were to be accepted — and I am not persuaded that by itself this is a well-founded argument — it would still be insufficient to justify a different interpretation than that being proposed, since in any event, the provisions of the National Insurance Law foresee the possibility that the relationship between the partners, in either an official or common-law marriage, may come to an end, and the Law provides a solution in the form of a renewal of the allowance. The same applies to the petitioners’ contention with respect to the determination of the date on which the relationship with the common-law partner is to be recognized (and thus, the date on which the allowance is terminated). In actuality, the NII is accustomed to determining such dates for various purposes listed in the National Insurance Law. Therefore, just as it is possible to establish the date on which a relationship begins for the purpose of recognizing rights, it is also possible to determine the date on which the entitlement to an allowance will come to an end.

I also agree with the position that a distinction should be drawn between the right of an IDF widow to receive a survivors allowance, on the one hand, and the rights of other injured parties to whom the legislature wished to provide social security, on the other hand. The distinction, which is anchored in primary legislation, results from the different objectives of the support provided to the different categories of injured parties. This is in no way an expression of a desire to harm injured parties who have experienced general misfortune; the intention is only to recognize the special status of those to whom the state and Israeli society owe a special moral debt. The degree to which a distinction is to be drawn and the expression given to that distinction is a matter to be determined by the legislature.

Needless to say, even though the interpretation of the National Insurance Law does lead to a conclusion that survivors allowances and dependents allowances should be eliminated for widows who have common-law husbands, it may be that the legislature should make express provision  for this in the National Insurance Law, as it has done with respect to other pieces of legislation (see, for example, the amendment to the definition of “spouse” in the Income Support Law, 5741-1980, in which it was established that the term “spouses” will “include a man and women who are a common-law couple and who live together.” The practical significance of the amendment is that common-law partners are not considered to be “singles”, entitled to the allowance paid to singles). It is further noted that we do not, in our decision, take a position regarding the appropriate interpretation with respect to other arrangements established in statutes that are not the subject of this judgment.

This interpretation conforms to the need to recognize the changes that are taking place regarding the family unit model, and displays a willingness to adjust the legal arrangements applying to traditional families to other family structures as well, subject to the changes necessitated by the differences in the relationships among these alternative family structures. Naturally, a just and egalitarian application of these arrangements requires that there be symmetry between rights and obligations, in a manner that fully realizes the purpose of the legislation. Therefore, I too see no grounds, everything considered, for intervening in the decision of the National Labour Court, and in my opinion the petitions should be denied.

 

 

Vice President E. Rivlin

I concur in the decision of my colleague Justice E. Hayut, and in the comments of my colleague President D. Beinisch.

 

 

Justice A. Proccacia

I agree with the decision of my colleague Justice E. Hayut, including with her reasoning and with her conclusions. I also agree with the additional comments made by my colleague, President Beinisch.

Social security in Israel, as reflected in the National Insurance Law, is founded on the concept of solidarity and mutual assistance. The funding for this comes from the payment of mandatory National Insurance contributions, which are collected according to the economic means of those insured, and from government funds; payments from the NII, on the other hand, are intended to provide basic-level assistance to those in need, necessary for life with dignity (see HCJ 6304/09 Lahav v. Attorney General [29], at paras. 42-59). The NII’s resources are, by their nature, limited; the realization of its objectives, in terms of providing assistance for life with dignity for the needy members of society, therefore requires that maximum care be taken so that its resources are allocated only in a manner that serves the true objectives for which they have been designated. The realization of the main objective of the National Insurance therefore requires that a good look be taken at a person’s true needs and at true neediness, and that formats and frameworks that exist only as formalities should be avoided, because they do not necessarily reflect the actual reality. The National Insurance funds are to be directed only at the “have-nots” and not at the “haves”, regardless of the particular name given to the personal status of a particular “have”; and the idea of social security requires that assistance be given to a widow only as long as her actual personal situation has not changed, and only as long as she does not live in a relationship as part of a couple, through which she is able to receive support and security. Once she has returned to a life based on being part of a couple, whether in the framework of an official marriage or in the framework of a relationship known as “common-law marriage”, she is presumed to no longer require the support of the social security system. The allowance to which she was entitled in the past, when she lived by herself and faced the struggle for existence alone, should now be directed towards other social objectives reflecting a real need. The social conception underlying the National Insurance Law strives, therefore, to examine life as it really is, according to a criterion of actuality; it distances itself from formalistic frameworks that do not reflect the true situation. In order to promote the objective of providing social security, the statute, for the most part, avoids the official frameworks of marriage and divorce and examines  the true life of a couple, as it is conducted on a daily basis (compare to the similar purpose of the Public Service Law (Pensions) [Consolidated Version], 5730-1970, and in this context, HCJ 4193/04 Gartner-Goldschmidt v. National Labour Court [31], (per Justice Procaccia, at paras. 20-21)).

The interpretation given by my colleague Justice E. Hayut to the provisions of the National Insurance Law, looking at the reality of human life, as distinguished from an official format that defines personal status, is consistent with the language of the statute, and with its social purpose.

I would further comment that equating the rule applied to a widow who lives with a common-law partner to the rule applied to a widow who remarries, for the purpose of determining entitlement to a survivors allowance or a dependents allowance, may create substantial problems regarding enforcement. What is the test for recognizing the existence of “common-law relationship”; when and how will the competent authority become aware that this type of relationship has come into being; and how will the principle of equality in enforcement be maintained in this area? These questions have not been raised before us, but we can assume that the competent authority is aware of them and is prepared to deal with them.

 

Justice H. Melcer:

I agree with the comprehensive opinion of my colleague Justice E. Hayut, and with the comments of President D. Beinisch. Nevertheless, I wish to add three comments:

(a)          I accept the conclusion that a woman who has not remarried, but who does live with her partner as a common-law wife — is comparable to a widow who has remarried, with respect to the expiration of her entitlement to a survivors allowance or to a dependents allowance which is given to her by virtue of her deceased husband. The linguistic context and a purposive interpretation of the provisions of the National Insurance Law are sufficient to establish this.

Nevertheless, in order to reach the said result, I do not need to rely on the argument that were we to hold otherwise, a widow who became a common-law wife and is now widowed of her common-law husband could be entitled to both the original allowance and to an allowance by virtue of her deceased common-law partner, and that this result borders on the absurd. I do not need such an argument because the concept of a “common-law wife” does occasionally create, by its very nature, problematic situations that may in extreme cases lead to double payments, or to divided payments, or to other complicated solutions. This can happen, for example, if the widow’s common-law partner was married to another person at the time of his death — and I will not elaborate (see ss. 130 and 238 of the National Insurance Law; CA 233/98 Katz v. Keren Makefet [30]; Atar v. NII [41]; and finally, Ariel v. Egged Members Pension Fund Ltd [14]; Lifshitz, Common-Law Partners, supra, at pp. 267-268.)  

(b)          The change in status of a widow who has remarried is usually clear and unequivocal, determined entirely by the validity of the marriage. On the other hand, a change in status that occurs when a widow becomes the common-law wife of the man with whom she lives (as in the definition of s. 1 of the National Insurance Law) is not as unequivocal. It is comprised of two cumulative conditions (see Atar v. NII [41]), and a determination that such a change has taken place will depend on the facts and circumstances (see Ariel v. Egged Members Pension Fund Ltd [14]). It therefore appears to me that prior to terminating the entitlement to an allowance, the NII should grant the person whose said entitlement is to be cancelled a full right to argue against such cancellation, over and above what would in any event be such person’s right to appeal following the decision.

(c)           It would be best if regulations were enacted pursuant to s. 262(b) of the National Insurance Law, which would establish the types of cases and conditions in which the right of a widow who has remarried to receive a survivors allowance would not expire. I have not heard any clear explanation for the fact that no such regulations have been enacted to date, while similar regulations have been enacted pursuant to s. 135(c) of the National Insurance Law regarding the non-expiration of a remarried widow’s right to a dependents allowance in certain situations (see National Insurance Regulations (Dependents allowance for a Remarried Widow), 5737-1976).

 

Justice E. Arbel

I concur in the opinion of my colleague Justice E. Hayut. I agree with her that a widow who becomes a common-law wife should be treated as a widow who has remarried, as that term is properly interpreted in the context of ss. 135, 255(b) and (d) and 262 of the National Insurance Law.

Since such a widow has again established a family life with a life partner and is again living as part of a joint household, her entitlement to continued receipt of a dependents allowance should expire, as the purpose of the payment of the allowance is to secure the dignified support of a widow who has been left without an additional provider (subject to the exceptions listed in the opinion of Justice Hayut, at p. 17). Any different interpretation would create an improper disparity between the treatment of a widow who has officially remarried and the treatment of a widow who has established a family unit with a new partner but without a wedding ceremony. I agree that the legislature’s intent would be subverted if a distinction were to be drawn between the two groups, given that the status of a common-law partner is established in the definitional section of the Law, even though I do not ignore the fact that within this framework, common-law partners may have different levels of commitment. It is indeed reasonable to attribute to the legislature an intention to grant the common-law wife both the good and the bad — meaning that a common-law wife will enjoy the rights of a married woman, but that these rights will expire in the same way as they do for a married woman. I agree with those who argue that it would be preferable if the legislature enacted an express provision establishing the termination of these rights, but as long as the legislature has not responded to the matter, and for the reasons that my colleague has described, the proposed interpretation is to be preferred. I would also add that there can be no doubt regarding the obligation of the state to those who were injured or who sacrificed their lives for the state, or to their families, and that this justifies the distinction that is made with respect to these widows, as explained by my colleague.

 

Decided as per Justice E. Hayut.

 

11Tishrei 5771.

19 September 2010.

 

Yaros-Hakak v. Attorney General

Case/docket number: 
CA 10280/01
Date Decided: 
Monday, January 10, 2005
Decision Type: 
Appellate
Abstract: 

Facts: The appellants are two women who live together in a single-sex relationship. The appellants gave birth to two children and one child respectively, by means of anonymous sperm donations. They are raising the three children jointly. The appellants applied to the Family Court for adoption orders, so that each of the appellants could adopt the other’s children. The applications were dismissed in limine by the Family Court and, on appeal, by the District Court (by majority opinion), on the grounds that the appellants were not competent to adopt under the provisions of the Adoption of Children Law. The appellants applied to the Supreme Court for leave to file a further appeal, and leave was granted.

 

Held: (Majority opinion — President Barak and Justices Cheshin, Türkel, Beinisch, Rivlin, Grunis and Naor) The appellants should each be regarded as competent to adopt the children of the other, in the capacity as single adopters, within the framework of s. 3(2) of the Adoption of Children Law; the conditions of this section can be relaxed by virtue of s. 25 of the law, if the adoption is in the best interests of the adoptee and there are special circumstances. An individual rather than a principled approach should be adopted, so that the applications are not dismissed in limine but are considered on the facts of the specific case. Since the facts of the case were not examined by the Family Court (which denied the applications in limine), the case should be returned to the Family Court to consider whether the adoptions sought are in the best interests of the adoptees and whether there are special circumstances that justified making the adoption orders.

 

The majority justices rejected the argument that recognizing the competence of the appellants to adopt in the specific circumstances of this case implies a recognition of a new status of single-sex couples. The question of the appellants’ status does not arise in this case. The case only concerns the question of adoption, which focuses on the children.

 

(Minority opinion — Vice-President Emeritus Mazza) Recognizing a possibility of granting the requested adoptions cannot but constitute a normative recognition of the existence of a single-sex family unit, which is a matter for the legislator to decide.

 

(Minority opinion — Justice Levy) The interpretation proposed by the majority opinion makes s. 25 of the law, which was intended only for exceptional cases, into a means that allows many persons, who could not otherwise adopt, to become competent to adopt. This is contrary to the purpose of the section, which was only intended to apply to cases that are not addressed by the provisions of s. 3, and therefore this interpretation should be rejected.

Voting Justices: 
Primary Author
majority opinion
majority opinion
majority opinion
Author
concurrence
Author
concurrence
Author
concurrence
Author
dissent
Author
dissent
Author
concurrence
Full text of the opinion: 

CA 10280/01

1.         Jane Doe

2.         Jane Doe

v.

Attorney-General

 

 

The Supreme Court sitting as the Court of Civil Appeals

[10 January 2005]

Before President A. Barak, Vice-President Emeritus E. Mazza
and Justices M. Cheshin, J. Türkel, D. Beinisch, E. Rivlin, E.E. Levy,
A. Grunis, M. Naor

 

Appeal of the judgment of the Tel-Aviv-Jaffa District Court (the honourable Vice-President H. Porat and Justices A. Mishali, S. Rotlevy) on 10 May 2001 in FA 10/99.

 

Facts: The appellants are two women who live together in a single-sex relationship. The appellants gave birth to two children and one child respectively, by means of anonymous sperm donations. They are raising the three children jointly. The appellants applied to the Family Court for adoption orders, so that each of the appellants could adopt the other’s children. The applications were dismissed in limine by the Family Court and, on appeal, by the District Court (by majority opinion), on the grounds that the appellants were not competent to adopt under the provisions of the Adoption of Children Law. The appellants applied to the Supreme Court for leave to file a further appeal, and leave was granted.

 

Held: (Majority opinion — President Barak and Justices Cheshin, Türkel, Beinisch, Rivlin, Grunis and Naor) The appellants should each be regarded as competent to adopt the children of the other, in the capacity as single adopters, within the framework of s. 3(2) of the Adoption of Children Law; the conditions of this section can be relaxed by virtue of s. 25 of the law, if the adoption is in the best interests of the adoptee and there are special circumstances. An individual rather than a principled approach should be adopted, so that the applications are not dismissed in limine but are considered on the facts of the specific case. Since the facts of the case were not examined by the Family Court (which denied the applications in limine), the case should be returned to the Family Court to consider whether the adoptions sought are in the best interests of the adoptees and whether there are special circumstances that justified making the adoption orders.

The majority justices rejected the argument that recognizing the competence of the appellants to adopt in the specific circumstances of this case implies a recognition of a new status of single-sex couples. The question of the appellants’ status does not arise in this case. The case only concerns the question of adoption, which focuses on the children.

(Minority opinion — Vice-President Emeritus Mazza) Recognizing a possibility of granting the requested adoptions cannot but constitute a normative recognition of the existence of a single-sex family unit, which is a matter for the legislator to decide.

(Minority opinion — Justice Levy) The interpretation proposed by the majority opinion makes s. 25 of the law, which was intended only for exceptional cases, into a means that allows many persons, who could not otherwise adopt, to become competent to adopt. This is contrary to the purpose of the section, which was only intended to apply to cases that are not addressed by the provisions of s. 3, and therefore this interpretation should be rejected.

 

Appeal allowed by majority opinion (President Barak and Justices Cheshin, Türkel, Beinisch, Rivlin, Grunis and Naor), Vice-President Emeritus Mazza and Justice Levy dissenting.

 

Legislation cited:

Adoption of Children Law, 5720-1960, s. 22.

Adoption of Children Law, 5741-1981, ss. 1(b), 2, 3, 3(1), 3(2), 8, 8(a), 10, 13, 13(1), 13(2), 25, 25(2).

Equal Employment Opportunities Law (Amendment), 5752-1992.

Family Law Amendment (Maintenance) Law, 5719-1959, s. 4.

Inheritance Law, 5725-1965, ss. 16, 56.

Names Law, 5716-1956, s. 3.

National Insurance Law [Consolidated Version], 5755-1995.

Penal Law (Amendment no. 22), 5748-1988.

Population Registry Law, 5725-1965.

Providing Information concerning the Effect of Legislation on Children’s Rights Law, 5762-2002.

Single Parent Families Law, 5752-1992.

Torts Ordinance [New Version], s. 78.

 

Israeli Supreme Court cases cited:

[1]  CA 1165/01 A v. Attorney-General [2003] IsrSC 57(1) 69.

[2]  CFH 7015/94 Attorney-General v. A [1996] IsrSC 50(1) 48.

[3]  CA 577/83 Attorney-General v. A [1984] IsrSC 38(1) 461.

[4]  CA 623/80 A v. Attorney-General [1981] IsrSC 35(2) 72.

[5]  CA 3798/94 A v. B [1996] IsrSC 50(3) 133; [1995-6] IsrLR 243.

[6]  CA 7155/96 A v. Attorney-General [1997] IsrSC 51(4) 160.

[7]  HCJ 4058/95 Ben-Menasheh v. Minister of Religious Affairs [1997] IsrSC 51(3) 876.

[8]  HCJ 2458/01 New Family v. Surrogacy Agreements Approval Committee [2003] IsrSC 57(1) 419.

[9]  HCJ 4541/94 Miller v. Minister of Defence [1995] IsrSC 49(4) 94; [1995-6] IsrLR 178.

[10] HCJ 721/94 El-Al Israel Airlines Ltd v. Danielowitz [1994] IsrSC 48(5) 749; [1992-4] IsrLR 478.

[11] HCJ 2078/96 Vitz v. Minister of Health (unreported).

[12] CFH 2401/95 Nahmani v. Nahmani [1996] IsrSC 50(4) 661; [1995-6] IsrLR 320.

[13] HCJ 1779/99 Brenner-Kaddish v. Minister of Interior [2000] IsrSC 54(2) 368.

[14] HCJ 293/00 A v. Great Rabbinical Court [2001] IsrSC 55(3) 318.

[15] CA 399/79 Attorney-General v. A [1981] IsrSC 35(3) 141.

[16] CA 232/85 A v. Attorney-General [1986] IsrSC 40(1) 1.

[17] CA 2266/93 A v. B [1995] IsrSC 49(1) 221.

[18] CA 209/54 Steiner v. Attorney-General [1955] IsrSC 9(1) 241.

[19] HCJ 4365/97 A v. Minister of Foreign Affairs (unreported).

[20] CA 3978/94 A v. B [1996] IsrSC 50(3) 134.

[21] FH 36/84 Teichner v. Air France Airlines [1987] IsrSC 41(1) 589.

[22] HCJ 142/89 Laor Movement v. Knesset Speaker [1990] IsrSC 44(3) 529.

[23] CA 2000/97 Lindorn v. Karnit, Road Accident Victims Fund [2001] IsrSC 55(1) 12.

[24] HCJ 693/91 Efrat v. Director of Population Register, Ministry of Interior [1993] IsrSC 47(1) 749.

[25] HCJ 273/97 Protection of Individual Rights Association v. Minister of Education [1997] IsrSC 51(5) 822.

[26] CFH 6407/01 Golden Channels v. Tele Event Ltd (not yet reported).

[27] CA 6821/93 United Mizrahi Bank Ltd v. Migdal Cooperative Village [1995] IsrSC 49(4) 221.

[28] HCJ 2740/96 Chancy v. Diamond Supervisor [1997] IsrSC 51(4) 491.

[29] HCJ 4112/99 Adalah Legal Centre for Arab Minority Rights in Israel v. Tel-Aviv Municipality [2002] IsrSC 56(5) 393.

[30] LCA 6339/97 Roker v. Salomon [2001] IsrSC 55(1) 199.

[31] CA 50/55 Hershkovitz v. Greenberger [1955] IsrSC 9 791; IsrSJ 2 411.

[32] HCJ 143/62 Schlesinger v. Minister of Interior [1963] IsrSC 17 225.

[33] HCJ 5070/95 Naamat, Working and Volunteer Women’s Movement v. Minister of Interior [2002] IsrSC 56(2) 721.

 

American cases cited:

[34] Adoption of B.L.V.B. and E.L.V.B., 628 A. 2d 1271 (1993).

[35] Matter of Evan, 583 N.Y.S. 2d 997 (1992).

[36] Adoption of Tammy, 619 N.E. 2d 315 (1993).

[37] Adoption of Child by J.M.G., 632 A. 2d 550 (1993).

[38] In the Matter of Jacob, an Infant, 86 N.Y. 2d 651 (1995).

[39] In Re Adoption of M.M.G.C., 785 N.E. 2d 267 (2003).

[40] In Re Adoption of Infant K.S.P. & J.P., 804 N.E. 2d 1253 (2004).

 

Canadian cases cited:

[41] Re K and B (1995) 125 D.L.R. (4th) 653.

 

English cases cited:

[42] Re W (a minor) [1997] 3 All ER 620.

 

European Court of Human Rights cases cited:

[43] Fretté v. France [2004] 38 E.H.R.R. 21.

 

Scottish cases cited:

[44] Re AMT [1997] Fam. Law 225.

 

South African cases cited:

[45] Du Toit v. Minister of Welfare and Population Development, 2002 (10) BCLR 1006 (CC).

 

Jewish law sources cited:

[46] Babylonian Talmud, Tractate Gittin 37a.

 

For the appellants — Z. Rish, A. Hadar.

For the respondent — O. Son, H. Sandberg.

 

 

JUDGMENT

 

 

Vice-President Emeritus E. Mazza

This appeal mainly concerns the question whether two unmarried women, who are mothers of children and who conduct a joint lifestyle, are competent under the law each to adopt the children of the other. An additional question that arises in the appeal (which I will address in my closing remarks) is whether in the circumstances of the case the lower courts were correct in prohibiting — contrary to the position of the appellants — the publication of details identifying the appellants and their children.

Factual and procedural background

2.    The appellants are a couple that have lived together and shared a common household since July 1989. To emphasize the strength of the relationship between them, each of the appellants added the family name of the other to her own family name. During the time they have been living together, the appellants decided and agreed between themselves that they would bring children into the world, in such a manner that each of them would conceive from the sperm of an anonymous donor. In this way, the first appellant gave birth to two sons (one in 1991 and the other in 1997), whereas the second appellant gave birth to one son (in 1994). In 1992, after the first child of the first appellant was born, the appellants signed an agreement concerning their life together, in which they arranged property matters and also matters concerning the raising of the children that would be born to each of them. Within the framework of the agreement, each of the appellants took upon herself full family responsibility for all of the children that would be born to either of them, including joint care and responsibility for the maintenance of each of the children until the age of twenty-one years. Each of the appellants also made a will, which included provisions that were intended to ensure the support and the fulfilment of the other needs of the three children. Since the children were born, the appellants have raised them with joint custody and without any distinction — on the part of either of them — as to the existence or absence of a biological relationship between them. The children also relate to the two appellants as their mothers in every respect, even though each of them knows which of the two is his biological mother.

3.    The appellants thought (so it is claimed) that the agreement that they made between them was insufficient to safeguard the welfare of the children to the extent required. Therefore they applied, in 1997, to the Family Court to grant each of them an adoption order with regard to the children of the other. In this way, they claim that they sought to formalize, from a legal viewpoint, the reality of the lives of the three children, who were born within the framework of a family unit where there are de facto two mothers, who are full partners in raising and educating them. The appellants relied, in their application for the adoption orders, on s. 3(2) and s. 25(2) of the Adoption of Children Law, 5741-1981 (‘the Adoption Law’ or ‘the law’). The Attorney-General (‘the respondent’) applied to strike out the adoption applications in limine, on the ground that the Adoption Law does not allow the court to grant them. Notwithstanding, he proposed, on his own initiative, that each of the two appellants should be appointed an additional guardian of the other’s children. Following this proposal, the appellants filed in the Family Court an application to appoint each of them as additional guardians for the children of the other. At the same time they made it clear that they did not withdraw their application for the adoption orders. Within the framework of the hearing of their application to make guardianship orders, a report was filed in the court by a welfare officer, with regard to the appellants and their children, in which the following was said in summary:

‘I received the impression that the children have a close relationship with each of the women, and also a close and natural relationship between themselves… this is a relationship that operates as a family and is run by two women who have a cohabitational relationship between them and also raise together the three children… it would appear that both of them provide the physical and emotional needs of the children with joint responsibility. Their application… that each of them should be a guardian of the child or children of the other seems to me a natural application that is implied by their actual lifestyle… the children do not have a father figure and this fact makes the “second mother” into the closest and most significant figure that is suited to be a guardian in this case.’

With the consent of the respondent, and in view of the welfare officer’s positive opinion, the court granted the appellants’ application and appointed each of them as an additional guardian of the children of the other, without harming the status of each of them as the natural guardian of her own biological children. On the other hand, after considering the appellants’ application for the adoption orders, the court decided (on 19 August 1999) to strike out that application in limine. The appellants appealed that judgment to the District Court, which decided, by a majority, to deny their appeal. When the appellants applied to this court for leave to appeal the judgment of the District Court, the Vice-President, Justice S. Levin decided to grant them the leave they sought. This led to the appeal before us.

4.    Before I turn to the framework of the dispute, I will first cite the text of sections 3 and 25 of the Adoption Law:

‘Competence of the adopter

3.  Adoption may only be done by a man and his wife together; but the court may give an adoption order to a single adopter —

 

(1) If his spouse is the parent of the adoptee or adopted him previously;

 

(2) If the parents of the adoptee died and the adopter is one of the relations of the adoptee and is unmarried.’

 

‘Power to depart from conditions

25. If the court finds that it is in the best interests of the adoptee, it may, in special circumstances and for reasons that it shall state in its decision, depart from the following conditions:

 

(1) The age of the adoptee under section 2;

 

(2) The death of the adoptee’s parents and the relationship of the adopter under section 3(2);

 

(3) An age difference under section 4;

 

(4) The length of the test period under section 6.’

The judgment of the Family Court

5.    As stated above, the Family Court struck our the appellants’ application in limine. Its main reason was that s. 3(2) of the law concerns adoption by a ‘single adopter,’ who is one of the relatives of a child whose parents have died, and therefore it cannot establish a ground for making an adoption order with regard to children that each have a natural mother, within the framework of a family in which there are two parents. This is the position in our case: even though each of the appellants petitioned, separately, for the adoption of the children of the other, it is clear that if the court grants their application, the parenthood of each of the two, as an adoptive mother, with be in addition to the parenthood of the other as the biological mother; thus in the end each of the children will have two parents. According to s. 3(2) — so the court held — ‘it is not possible at all, in the guise of an adoption by a single person, to ratify what is de facto a two-parent situation.’ The court held that, in view of the cohabitational relationship between the appellants, in their applications to recognize each of them as a single adopter of the children of the other there was an attempt to circumvent the provisions of the first part of s. 3 of the Adoption Law, which states that ‘Adoption may only be done by a man and his wife together,’ and that the provisions of s. 3(1) of the law that concern adoption by someone whose ‘spouse is the parent of the adoptee or adopted him previously.’ But, in any case, since the appellants did not seek to base their application on s. 3(1) of the Adoption Law — which prima facie would be suited to the circumstances of their case — the court did not decide the question whether it would have been possible to grant their application, had they based it on the aforesaid section.

The judgment of the District Court

6.    In their appeal before the District Court, the appellants argued that the provisions of s. 3(2) of the Adoption Law should be given a broad interpretation, which should be based on the principle of the best interests of the child, and that giving such an interpretation would allow the court to found a judgment in which it granted their application on s. 3(2), together with the provisions of s. 25(2) of the Adoption Law. They argued that the principle of the best interests of the child has decisive weight in their case, since the best interests of their children justify finding a legal basis for the parental relationship that already exists between them and their children. They further argued that since the enactment of the Adoption Law — more than twenty years ago — a real change has taken place, in the world and in Israel, regarding the attitude of society to the phenomenon of single-sex couples, and that the development that has taken place in social perceptions should affect the interpretation of the provisions of the Adoption Law. According to them, an interpretation of the provisions of the Adoption Law in a manner that applies them solely to heterosexual families will discriminate both against them — on the basis of their sexual orientation — and against their children.

7.    The District Court decided, by a majority, to deny the appeal. The majority judges (Vice-President H. Porat and Justice A. Mishali) held that the purpose of the Adoption Law was to create for a child in need an acceptable and stable alternative family, in which there are two parents — a mother and a father who are married to each other — and thereby to grant the adoptee a normal lifestyle in so far as possible against the background of his unusual situation and painful past. In rejecting the interpretation of the Adoption Law that the appellants proposed, the majority justices said:

‘Homosexual and lesbian couples do not satisfy the conditions and purpose of the law, if only because they are, at the present time, an unusual framework that is not accepted in society, and this will further emphasize and highlight the unusual nature of his [the adoptee’s] life, according to the social outlook that currently prevails. This framework has not been accepted at this time as an ordinary, normative and accepted framework in Israel’ (square parentheses supplied).

The majority justices also held that the appellants tried to base their application on s. 3(2) together with s. 25(2) of the Adoption Law, but their application did not fall within the scope of s. 3(2), but only — if at all — within the scope of s. 3(1), as the Family Court had thought. Moreover, s. 3(2) could be implemented only in exceptional cases, such as cases of relatively old or disabled children for whom it was difficult to find two adoptive parents because of their limitations, since only in cases of this kind was it justified to prefer the adoption of the children by a single adoptive parent that putting them into an institution. It was also held that only in exceptional cases that also do not satisfy the conditions of s. 3(2) was it possible to apply s. 25(2) of the law, which constitutes an exception to an exception and should be used sparingly. With regard to the question of the best interests of the child within the framework of the considerations whether to make an adoption order, the majority justices held that the best interests of the child are not an independent ground for adoption, and that they can and should be considered only after a conclusion has been reached that adoption is possible under the provisions of the Adoption Law. Since, according to their approach, the case before us does not satisfy the requirements provided in the law, the court does not need to examine the best interests of the child. The majority justices rejected the appellants’ argument that denying their application amounted to discrimination against them on the basis of their sexual orientation, holding that the difference of a same-sex couple living together is relevant for the purpose of applying the provisions of the Adoption Law. It therefore justifies a special attitude to a single-sex couple. It follows that we are speaking of an objective distinction, and not improper discrimination. Finally the majority justices said that if there was a basis for changing the existing legal position, such a change was the concern and responsibility of the legislature, and not the concern of the court.

8.    Justice S. Rotlevy, in the minority, was of the opinion that the appeal should be allowed. She said that the majority opinion was based on the purpose that the ‘historic’ legislator of the Adoption Law gave to the provisions of the law, according to which the law was intended to provide for the needs of children who have no home and adoptive parents who have no children. In her opinion, however, the objective purpose of the Adoption Law is not restricted to satisfying the needs of children who have no home, but it also comprehends other cases in which an adoption order is required by the supreme value of the best interests of the child, and that this broad interpretive approach allows, and even requires, each of the appellants to be declared the adoptive parent of the children born to her partner. According to her approach, s. 3(1) of the Adoption Law should not be interpreted as an arrangement that applies to all cases in which a person applying for adoption wishes to be a parent in addition to an existing parent, since the section applies only to those cases in which the application is based upon the fact that the applicant is married to the parent of the child. This, however, does not make it impossible to grant an adoption application of a person who wishes to act as an additional parent to the child of another, to whom he is not married, in special circumstances that justify the adoption and when the adoption is in the best interests of the child. In the opinion of the minority justice, in the present case there are special circumstances that justify departing from the conditions of s. 3(2), and the best interests of the children require the de facto parental relationship that has existed between them and the appellants for years to be given a legal basis that will ensure the rights of the children vis-à-vis the appellants who are their de facto parents, and vice versa.

The arguments of the parties

9.    In their appeal before us, the appellants are requesting this court to adopt the opinion of the minority justice in the District Court and to decide accordingly. Their main argument is that the supreme principle of the best interests of the child — even though it is not an independent ground for adoption — constitutes a main criterion for interpreting the provisions of the Adoption Law. They therefore argue that the majority justices erred in their determination that the provisions of the Adoption Law should be interpreted without considering the principle of the best interests of the child. They also erred in adopting a two-stage model, according to which the best interests of the child should be considered by the court only after it finds that the adoption application has a basis in the provisions of the Adoption Law. They further argue that the purpose of the Adoption Law is not merely to place children in another family after their biological parents have failed to care for them, but applies also to every case where the best interests of a child make it necessary to find a proper solution, which is required to safeguard the child’s future, by means of a formal recognition of the parent-child relationship between the child and a person who is not his biological parent. In the circumstances of their case, the appellants argue that the best interests of the child should have been preferred to any other consideration, and that had this been done the court would have granted their application. They argue that the best interests of the child are that the psychological parenting relationship that has existed for a long time between them and the children, and the reality of the children’s lives, in that they were born into a family unit that de facto has two mothers, should be given formal legal recognition. They also argue that in view of the agreement that exists between the two of them, and since the children do not have known fathers, the court should grant them the adoption orders that they sought without considering the need to declare the children adoptable. They argue that the adoption orders are also required to ensure the best interests of the child in the future and to maintain stability and certainty in their lives, not merely from the psychological and emotional viewpoint, but also from a socio-economic viewpoint. The appellants also argued that the guardianship orders that they were granted do not provide the children with these special needs, since guardianship orders do not establish a family relationship between them and their children and between the children inter se. The guardianship orders that they were granted, the mutual wills that they made and the contract that they made between them also do not, in their opinion, guarantee the children the many rights and benefits that involve third parties, nor do they safeguard the best interests of the child in a case that one of them dies. By contrast, adopting the children will also give them a right under the law (and not merely in a contract) to receive maintenance from the partner of their biological mother, both in her lifetime (under s. 4 of the Family Law Amendment (Maintenance) Law, 5719-1959) and after her death (under s. 56 of the Inheritance Law, 5725-1965). Their adoption will give the children a right to inherit from the adoptive mother in an intestacy (under s. 16 of the Inheritance Law) and will give them the status of dependants, within the meaning of that term in s. 78 of the Torts Ordinance, with regard to each of them. The adoption will also give the children a right to various benefits, by virtue of the National Insurance Law [Consolidated Version], 5755-1995, as well as other kinds of rights and benefits. The appellants add that according to case law the parents of a child are the persons who are competent to determine what are his best interests, and for this reason too, in the absence of a reason to cast doubt on their good intentions, they should be recognized as the joint lawful mothers of the three children.

The appellants repeated their argument that denying their application discriminates both against them, because of their sexual orientation, and their children. According to them, various works of research prove that same-sex couples are no worse parents to their children than heterosexual couples. In addition, the changes that have taken place in recent years, in public opinion around the world and in Israel, with regard to the possible varieties of family and with regard to the recognition of the rights of homosexuals and lesbians make it necessary to recognize their right to adopt the children that they are actually raising. According to them, the position of the majority justices was first and foremost guided by the justices’ disgust at their lifestyle and by the concern that granting their application would grant legitimacy to their sexual orientation. But according to their argument, which they emphasized repeatedly, their adoption application is not intended to gain legal recognition or ‘approval’ from the court for the cohabitational relationship between them. The proof of this is that they refused to base their application on s. 3(1) of the Adoption Law. Had they relied on this section, the court would have been compelled to decide the question whether they should be recognized as a couple, and this would have distracted the attention of the court from the question of the children’s best interests, which they regard as the main issue, and focused it on the question of the legal status of the same-sex relationship. By deliberately and expressly refraining from basing their application on s. 3(1) they made it clear that their sole purpose is to achieve legal recognition for the existing parental relationship between each of them and the three children.

10. The respondent argued that the true purpose of the appeal is to obtain a legal status for the ‘lesbian family unit,’ whereas the recognition thereof is a matter that should be addressed by the legislature. He argues that the appellants sought to achieve this in an indirect manner: when they found no way of basing their application on one of the recognized grounds for adoption, they sought to persuade the court that the exceptional nature of the family unit that they established constituted a special circumstance that justified applying to them the provisions of s. 25(2) of the Adoption Law, which allows a departure from the conditions concerning the adopter being a relation of the adoptee and the death of the adoptee’s parent, and thereby establishing for themselves a ground under s. 3(2) of the law. But s. 25 of the Adoption Law should only be applied by the court when there are special circumstances and in the most exceptional of cases, such as when it becomes clear to the court that the child that is adoptable has no one to raise him. In any case, accepting the interpretation proposed by the appellants, according to which their case will be recognized as a special case that justifies a departure from the conditions of s. 3(2), will amount to a change of the law. The respondent also argued that the interpretation given to the provisions of the Adoption Law by the majority justices in the District Court does not constitute discrimination against the appellants. The appellants also cannot rely on the case law that recognizes the equal social and economic rights of homosexuals, since making an adoption order involves granting a personal status whose recognition is the concern of the legislature. Even their argument that the best interests of their children should decide the matter cannot be accepted, since as long as it has not been determined that adoption is possible under the Adoption Law, the question of the best interests of the children does not arise.

Deliberations

11. The appellants sought to persuade us that we can and should grant their application by taking into account the specific circumstances of their personal case and the best interests of the three children, without considering the questions concerning the basic attitude of Israeli law to the status of the single-sex family unit. For this reason, as they explained, they refrained from basing their application on s. 3(1) of the Adoption Law. It is my opinion that the path that the appellants ask us to take is not open to us. Making the requested adoption orders will necessarily be interpreted as the fundamental legal recognition of the right of single-sex couples to adopt children. Even if this recognition is restricted to the adoption of the child of one of the partners by the other (as distinct from the recognition of the possibility of the partners adopting a child that is unrelated to either of them), this will amount to a change in the law with wide-reaching ramifications that reflects — and this is inevitable — a principled judicial determination concerning the legal status of single-sex couples. Indeed, the attempt of the appellants to present their case as merely a private matter is unconvincing. Thus, for example, one may ask whether it is possible that accepting the application of the appellants (who have children) will not oblige the court to consider the capacity of single-sex couples who do not have children to adopt a child to whom they are unrelated. In addition, we will be confronted by the question whether recognizing the competence of a pair of lesbian women to adopt a child will not also oblige us to consider recognizing the competence of a pair of homosexual men to do so. And what will be the law if the court is asked to allow the adoption of the child of a mother and father by a woman living together with the parents of the child in a bigamous family unit, so that the child will have three parents?

But there is no need to resort to guesswork. We need only look at the remarks of counsel for the appellants, in her appearance before the Knesset Committee on the Status of Women, in order to discover that even she is of the opinion that we are not concerned with an exceptional case that calls for an unusual legal remedy but with a broad social issue that is likely to find a solution if the court allows the appeal in the appellants’ case. Learned counsel for the appellants said to the committee:

‘The third case that is pending before the Supreme Court, in which I represent a lesbian couple who are jointly raising the children to which each of them gave birth, is intended to solve the problem of many lesbians who wish to adopt under the Israeli Adoption Law and to obtain recognition for this joint parenthood… I very much hope that this will finally lead to a call for, and recognition of, the reality of the lives of hundreds of women and children who in practice are growing up in homosexual or lesbian families, with two mothers, sometimes even with two fathers’ (from the minutes of the meeting of the committee on 17 June 2003) (emphases supplied).

Thus we see that deciding the appeal before us requires considering the general fundamental question whether the Adoption Law can and should be interpreted as recognizing the right of single-sex couples to adopt a child. The consideration of this issue should, in my opinion, be conducted without reference to the specific case of the appellants and their children. My opinion on the merits of the aforesaid issue is that in the present legal climate it is not possible to grant the appellants’ application. The legislature, which presumably considered the possibility of adoption by a single-sex couple, has refrained from providing an arrangement that recognizes the aforesaid possibility. But even interpreting the Adoption Law in accordance with its objective purpose does not allow such an extension of the law. It would also appear that the recognition in the statute of exceptions to the ordinary rules was intended to provide individual solutions to special and difficult cases, but not to allow the court to recognize new general legal categories. Therefore the critical question in this appeal is whether it is desirable that this court should establish, in case law, a primary arrangement on this sensitive and controversial issue, which concerns giving a recognized legal status to single-sex couples. In my opinion, the answer to this question is no. The principle of the separation of powers, and the special sensitivity of the issue brought before us, require us to act in this case with caution and restraint. In addition, according to first principles it is correct to allow the legislature to establish the primary arrangement on this subject. But before I address the aforesaid fundamental issue, I should first explain why, in my opinion, the appellants’ case cannot find a solution within the framework of the general and special provisions of the Adoption Law.

Are the children adoptable?

12. There are two parties to an adoption: the child who needs to be adopted and the person seeking to adopt. The child must be adoptable (in addition to being ‘capable’ of being adopted, under s. 2 of the Adoption Law, i.e., someone who has not yet reached the age of 18), whereas the person seeking to adopt must be capable of adopting. A child will be adoptable (under s. 8 of the law) if his parents have agreed to him being adopted, or if he is declared adoptable by the court, under s. 13. Are the three children — the sons of the first appellant and the son of the second appellant — adoptable? The question, prima facie, arises against the background of the fact that by being born as a result of artificial insemination with the sperm of anonymous donors, the identity of the fathers of the children is unknown, and it can also be assumed that it will remain unknown (see r. 15 of the Public Health (In-vitro Fertilization) Regulations, 5747-1987, which prohibits the giving of information with regard to the identity of a sperm donor; see also P. Shifman, Israeli Family Law (vol. 2, 1989), at p. 129, with regard to the method practised in hospitals to conceal the identity of the donors). Prima facie it can be argued that a child that is born from an anonymous sperm donation has a ‘father,’ who under s. 8 of the law has a standing in the proceeding. This question is not at all simple. The artificial insemination of a woman, with sperm taken from an unrelated donor, creates a complex range of medical, psychological, moral and legal questions. There are different opinions on the question of the legal status of the sperm donor and the question of his paternity for various purposes, both in Jewish law and in academic circles (in this regard, see: Shifman, Israel Family Law, supra, at pp. 108-118).

This difficulty, even though it does not exclude the legal possibility of declaring the children adoptable, does not make it unnecessary to do so, as the appellants claim. The legislature, which took into account such situations, provided that the court may declare a child adoptable, inter alia, if it finds that ‘there is no reasonable possibility of identifying the parent, finding him or ascertaining his opinion’ (s. 13(1) of the Adoption Law), or that ‘the parent is the father of the child but he was not married to the child’s mother nor did he recognize the child as his’ (first part of s. 13(2)). The majority justices in the District Court pointed out, briefly, that even if we assume that the grounds in ss. 13(1) and (2) will be proved and the children are declared adoptable, the declaration will be purposeless, since the law does not allow such an adoption, and therefore declaring the children adoptable is not in their best interests. I agree that in the absence of a legal ground to permit the adoption that the appellants seek, there is no significance to declaring the children adoptable; moreover, this case does not concern a declaration that a child is adoptable because of a need to remove him from the custody of his biological parents and place him in the custody of an adoptive family. But this does not imply (as the majority justices in the District Court thought) that the adoption of the children, in the manner requested by the appellants, is not in their best interests, since the question of the best interests of the children requires additional consideration.

Competence to adopt

13. The first part of s. 3 of the Adoption Law, which concerns the ‘competence of the adopter,’ establishes the cardinal principle that ‘Adoption may only be done by a man and his wife together.’ A study of the Knesset Proceedings and the deliberations of the Knesset Public Services Committee, which prepared the Adoption Law, 5720-1960, for the second and third readings, it can be seen that, by combining the words ‘a man and his wife together,’ the legislature was clearly referring to a lawfully married couple (see Knesset Proceedings vol. 27, at p. 2315; vol. 29, at pp. 2136-2137; see also N. Maimon, Adoption Law (1994), at p. 105). It would appear that until now the court has not been faced with the need to consider the correctness of this interpretive assumption (cf. CA 1165/01 A v. Attorney-General [1]), and such a need does not arise in this case either. Since under the prevailing law a single-sex couple cannot marry, they are consequently incapable of adopting a child ‘together,’ in the manner of a ‘man and his wife.’ Notwithstanding, and as exceptions to the aforesaid rule, the last part of s. 3 of the law allows adoption by a single adopter, when the conditions set out in subsections 3(1) or 3(2) are satisfied. Section 3(1) provides that the court may make an adoption order for a single adopter ‘if his spouse is the parent of the adoptee or adopted him previously,’ whereas under s. 3(2) of the law, the court may make an adoption order for a single adopter ‘if the parents of the adoptee died and the adoptive parent is one of the relations of the adoptee and is unmarried.’

As in their arguments before the lower courts, so too in their appeal the appellants repeatedly clarified that they did not base their application on s. 3(1) of the Adoption Law. I will therefore do as they requested, and like the lower courts I too will refrain from considering the question whether the term ‘spouse,’ which is used in s. 3(1), may and should also be interpreted to include someone who is ‘publicly recognized’ as the parent’s cohabitee. Consequently, without making any firm determination on this issue, I must assume that s. 3(1) does not allow the adoption of a child by a same-sex partner of the parent. The question that requires consideration is whether s. 3(2) of the law, which is the only one on which the appellants based their position, gives each of them a ground for adoption as a single adopter of the other’s children. Section 3(2) makes the competence of a single adopter dependent upon satisfying all of three conditions: first, that the parents of the adoptee are dead; second, that the adopter is one of the relatives of the adoptee; and third, that the adopter is unmarried. The first two conditions — the death of the biological parents of the adoptee and the adopter being one of the relatives of the adoptee — are not satisfied by either of the appellants. It follows that under s. 3(2), on its own, neither of the appellants is competent to be a single adopter. In their attempt to overcome this obstacle, the appellants relied on the provisions of s. 25(2) of the Adoption Law, which provides that the court may — if it finds that this is in the best interests of the adoptee, in special circumstances and for reasons that it should state in its decision — approve an adoption by a single adopter under s. 3(2), while departing from the first two conditions stated therein (‘the death of the adoptive parents and the relationship of the adoptive parent to the adoptee’). The appellants hoped to build their case on the simple meaning of ss. 3(2) and 25(2) of the law. But the implementation of s. 25(2) — as clarified by the first part of s. 25 — is conditional upon the court finding that it is in the best interests of the adoptee and upon the existence of special circumstances and reasons that justify a departure from the conditions set out in s. 3(2). I will now turn to the meaning of these conditions.

‘The best interests of the adoptee’

14. It is well known that in any matter concerning a child, the best interests of the child constitute a central factor in the considerations that determine the case. This principle extends to all the provisions of the Adoption Law. This can be seen from s. 1(b) of the law:

‘An adoption order and any other decision under this law shall be made if the court finds that they are in the best interests of the adoptee.’

The combination of words ‘ the best interests of the adoptee’ is intended to reflect the interest of the child whose adoption is being sought (see CFH 7015/94 Attorney-General v. A [2], per Justice Cheshin, at pp. 97-99). It is well-established case law that the best interests of the adoptee, in themselves, do not constitute a ground for adoption. As Justice Barak said, ‘ the best interests of a child is a factor within the framework of an existing ground, not a factor that creates a ground that would not otherwise exist’ (CA 577/83 Attorney-General v. A [3], at p. 468. See also CA 623/80 A v. Attorney-General [4], at p. 75, and CA 3798/94 A v. B [5], at p. 148 {___}). This means that it is insufficient that the adoption of a child by a specific person is consistent with the best interests of the adoptee; this in itself will not lead to a declaration that the person concerned is competent to adopt a child. Thus, for example, the interest of the child to be adopted by a specific person cannot — in the absence of a lawful ground for adoption — override the right of his biological parents to raise him (CFH 7015/94 Attorney-General v. A [2], at pp. 99 and 104; CA 3798/94 A v. B [5], at pp. 144 et seq. {___ et seq.}; CA 1165/01 A v. Attorney-General [1], at p. 82; D. Dorner, ‘The Best Interests of the Child and the Rights of the Parents,’ Refuah uMishpat (Medicine and Law) 26, at p. 101).

It follows from this that, according to the normal procedure, only when the court finds that the competence of the adoptive parent and the existence of a ground for adoption have been proved, the court will turn to examine — as it is obliged to do under s. 1(b) of the law — whether making the adoption order is in the best interests of the child. But it would appear that the normal procedure is not appropriate in a case where the court is required to decide whether making an order for the adoption of a child by a single adoptive parent, in a departure from the conditions of s. 2(3) of the law, is in the best interests of the adoptee. The question of the best interests of the adoptee, in such a case, constitutes one of the factors that the court is supposed to consider when deciding the question whether the conditions of s. 25(2) of the Adoption Law, have been proved, since proving these is a prerequisite for recognizing the existence of a ground for adoption under s. 3(2) of the law, when departing from the conditions of the aforesaid section. Consequently, in cases of this type the court is also required to depart from the ordinary procedure and to determine the best interests of the adoptee in the context of deciding whether a ground exists.

15. Deciding the question of the best interests of the adoptee, where we are not concerned with an abandoned child that needs an adoptive family in order to provide his essential needs, raises questions that are not simple. Even in less complex cases than the one before us, the question whether the adoption is ‘in the best interests of the adoptee’ (i.e., is consistent with his interests) cannot be decided without considering conflicting interests of other individuals or of the public. And when the court finds that the best interests of the adoptee are in conflict with other interests, it must base its decision on a proper balance between the conflicting interests (cf. CFH 7015/94 Attorney-General v. A [2], per Justice Cheshin, at p. 97). Indeed, the best interests of the adoptee have great weight. But the best interests of the adoptee are not the only consideration. In this matter, it is possible to refer to the international Convention on the Rights of the Child, 1989, to which Israel is a party (Treaties 1038, vol. 31, at p. 224). Article 3(1) of the convention provides that in any decision concerning the interests of a child, the best interests of the child shall be ‘a primary consideration.’ It should be noted that the covenant says ‘a primary consideration,’ not a sole or decisive consideration. This criterion is also a proper one when determining the place of the best interests of the child whose adoption is being considered on the scale of the considerations that the court should take into account.

This naturally also gives rise to the question of what are the criteria according to which the court will decide that making an order for adoption by a single adopter, for a child whose parents are not dead and who does not suffer from the absence of a supporting parental framework, is in the best interests of the child. When the question of the ‘best interests of the child’ arose in CA 1165/01 A v. Attorney-General [1], the court saw no difficulty in deciding it. But that case concerned a young woman who had grown up and expressed a clear desire to be adopted by her father’s wife, who had raised her since her mother died when she was a small girl. In those circumstances, the court saw no difficulty in deciding that the wishes of the adoptee reflected her best interests. As Justice Cheshin said:

‘Once we know that the girl — who is now a grown woman — has expressed her desire to be adopted, we know that this is in her best interests. For who could possibly say otherwise?’ (ibid. [1], at p. 81).

The adoption of an adult (notwithstanding the fact that it is a departure from the normal course of the law) justifies, by its very nature, special treatment; and if the court does not find that recognition of the parental relationship between the adopted parent and the adult adoptee harms a public interest or the right of another individual, it will tend to permit this as an exceptional case (CA 7155/96 A v. Attorney-General [6], per Justice Beinisch at pp. 174 et seq.). But what are the criteria according to which the court will decide the question whether the adoption, in the aforesaid circumstances, is in the best interests of a minor adoptee? This question arises in our case most forcefully, since all three children in this case are minors. I am prepared to assume, as the appellants claim, that the three children do indeed ‘agree’ to the adoption, and also ‘want’ it. But the consent and wishes of a child cannot decide the case, and the court is required to decide his best interests in accordance with what appears to the court to be the best interests of the child (see the remarks of Justice Cheshin in CFH 7015/94 Attorney-General v. A [2], at pp. 97-99). The appellants, who sought to persuade us that, even according to the criterion of the best interests of the children, making the adoption orders is in their best interests, provided us with a list of all the material and other benefits that will accrue to the children by giving legal recognition to the family relationship that exists de facto between them and the children and between the children inter se. I am prepared to accept that the adoption of each of the children by his mother’s partner is consistent with his material interests. Thus, for example, his right to maintenance, which currently depends upon the reciprocal contractual obligations of the appellants, will become a legal right. This is true also of his right of inheritance, which will no longer depend upon the making of a valid will in accordance with the agreement between the appellants. His adoption will also give him rights under the law that he does not currently have (the details appear in the appellants’ arguments, and I shall not repeat them). But is the adoption of each of the children in his best interests — i.e., is it consistent with his interests — from other perspectives as well? The answer to this question is less obvious. Thus, for example, it is possible to ask whether a change in the personal status of a child, from being the son of a single-parent mother to being the son of two single-parent mothers, is from his perspective a change for the better? This question should be examined with regard to the future: how will his unusual status affect the way in which he regards his position, the attitudes of other people towards him and his attitudes towards others? The answer to these questions depends to a large extent on the scope of the consensus in Israeli society. A study of the appellants’ arguments has not satisfied me that from the aforesaid additional viewpoint they have succeeded in proving that making the adoption orders as requested is in the best interests of the children.

‘Special circumstances’

16. The departure from the first two conditions of the exception to the rule, which is provided in s. 3(2) of the law, is permitted — according to s. 25 — when there are ‘special circumstances.’ Since the legislature did not see fit to stipulate what circumstances should be considered special circumstances for this purpose, the court is obliged to decided this in accordance with its discretion. But the discretion given to the court, no matter how broad, is not unlimited.

In CA 7155/96 A v. Attorney-General [6], the question under discussion was how to interpret s. 25(1) of the Adoption Law, which, in certain circumstances allows the court to depart from the restriction provided in s. 2 of the law, according to which ‘Only a person who has not yet reached the age of 18 years can be adopted.’ In addressing the nature of the requirement that there are ‘special circumstances’ in that context, Justice Beinisch said:

‘Indeed, the test of the existence of a parental-child relationship should constitute the focus of the discretion of the court in Israel when it examine whether in the case before it there are special circumstances within the meaning of s. 25 of the Adoption Law… If there is a sincere intention to have a parental-child relationship, and if there is a solid basis for believing that such a relationship has already been established, then prima facie there are “special circumstances,” and if the adoption is “in the best interests of the adoptee,” the court should examine whether there is a proper reason not to give legal recognition to that relationship by means of an adoption order… as a subtest the court will attribute considerable weight to the duration of the parental-child relationship, and the date on when it was created. The longer the relationship has lasted, and the earlier it began, the more the court will tend to recognize these as “special circumstances” that justify an adoption order’ (ibid. [6], at pp. 181-183; emphasis supplied).

The court relied on these remarks, which related to the interpretation of ‘special circumstances’ for applying s. 3(1) of the law, in CA 1165/01 A v. Attorney-General [1], in which it was required to decide the question whether there were ‘special circumstances’ for the purpose of applying s. 3(2). It should be noted that in both cases the court was confronted with the question whether to permit the adoption of an adult. Although from that perspective our case is different, I am prepared to agree that the existence of a de facto parental relationship for a long period between the person seeking to adopt and the person whom he wants to adopt constitutes an important factor in deciding the question of whether there are special circumstances, within the meaning thereof in s. 25, for applying the provisions of ss. 3(1) and 4(3). However, although this is an important factor, it is not a factor that is capable of allowing every adoption. My opinion is that the condition that requires the existence of ‘special circumstances’ is a condition that contains an internal system of checks and balances. On the one hand, it allows the court a degree of flexibility in special cases, where the circumstances in its opinion justify a departure from the strict conditions of the law. On the other hand, it places on the court restrictions that derive from the legislative purpose of the Adoption Law. I agree with the finding of Justice Beinisch that when there is a de facto parental relationship between the person seeking to adopt and the person he wants to adopt, the court is obliged to consider ‘if there is a proper reason not to give legal recognition to that relationship by means of an adoption order.’ But in my opinion the examination of the aforesaid question is not ‘extrinsic’ to the decision as to the existence of special circumstances, but it constitutes a part of the intrinsic balance that the court should make between the facts and circumstances of the individual case that is under consideration, on the one hand, and considerations that are required by the outlook that, in applying s. 25 of the law, the court is not entitled to allow a departure from the strict conditions provided in the Adoption Law, if the departure is not consistent with the purpose of the law. Consideration of the case before us has led me to the conclusion that the adoption requested by the appellants is not consistent with the purpose of the law, and it follows that in our case there are no ‘special circumstances’ as required by s. 25(2) of the law.

17. I see no need to speak at length with regard to the ‘subjective’ purpose of the Adoption Law, namely the purpose that the legislature considered when the law was enacted. It is sufficient to say that it can be clearly seen from the legislative process of the law, as well as from the legislative process of the Adoption of Children Law, 5720-1960, that the recognition of the right of a single-sex couple to adopt a child was not even considered by the legislature. By contrast, it is clear that the enactment of s. 25 of the law (like the similar provision in the old law, s. 22 of the Adoption of Children Law, 5720-1960) was intended to allow a certain degree of flexibility in applying the provisions of the law, where the best interests of the adoptee and the exceptional circumstances of the specific case justify, in the opinion of the court, a departure from one of the strict conditions of the law. The rule, as aforesaid, is that only a person who has not yet reached the age of 18 years can be adopted, and he can only be adopted by a ‘man and his wife together.’ Sections 3(1) and 3(2), which were intended to provide a solution to exceptional cases, allow a departure from the rule subject to conditions that are set out in each of those subsections. Section 25, which allows a departure from the conditions of ss. 3(1) and 3(2), is therefore an exception to the exceptions. This background led to the approach — on which the respondent relied in the arguments in his reply to the appeal — that s. 25 is intended for exceptional cases, in which there arises an urgent human need to allow an adoption of children for whom a home cannot be found in the usual manner. According to this approach, the use of s. 25 of the law should be restricted to cases of abandoned or problematic children, which usually means older or disabled children who have been rejected by their families or by the families that were going to adopt them. The assumption is that allowing such a child to be adopted by a single adoptive parent, who is not one of his relatives, is preferable to leaving him in an institution, and it is therefore the lesser of two evils (see N. Maimon, Adoption Law, supra, at p. 109, and P. Shifman, Israeli Family Law, supra, at pp. 148-149 and 180, note 24). According to this approach, s. 25 has no application at all in a case where the child whose adoption is being sought has a parent who is raising him and caring for him properly, and whose capacity to carry out his parental duties is not the subject of dispute.

18. This approach, which restricts the scope of application of s. 25, in accordance with the purpose considered by the legislature when it enacted it, merely to the difficult cases of abandoned and disabled children is no longer accepted. The origins of this approach lie, as aforesaid, in the purpose that the legislature considered when the Adoption Law was enacted. This is indeed the subjective purpose of the law. But the purposive interpretation of a law is not limited to the purpose that underlay it when it was enacted. As President Barak has said:

‘Alongside the subjective purposes there are objective purposes that arise from the language of the law and from external sources and that are derived from the fundamental values of the legal system. All of these together constitute the purpose of the legislation. This approach with regard to the purpose of the legislation allows the law to be adapted to social changes and to the “changing conditions of life.” The law was enacted in the past, but it was intended to provide a solution to the problems of the future. As a rule, the legislature does not enact a law that applies only to the past. The law provides a solution to problems that arise over the course of the time. Time does not stand still, nor does the solution that the law provides’ (A. Barak, Legal Interpretation (vol. 2, 1993), at p. 265).

The approach that the purposive interpretation of a law should also address its objective purpose has already been applied by the court, de facto, to the interpretation of s. 25(2) of the Adoption Law. When the question arose in CA 1165/01 A v. Attorney-General [1], Justice Englard said:

‘In my opinion, the legislative history cannot restrict the independent meaning of the text of the law, which after being enacted has an independent life of its own against the background of its purpose. Thus, I see no need to restrict the provisions of s. 25(2) of the law to cases of children that are abandoned and living in an institution, on the basis of explanations that were given by Knesset members in the proceedings that led to its enactment’ (ibid. [1], at p. 76).

19. The appellants argued that their case is no different from the case in CA 1165/01 A v. Attorney-General [1], and since the court found an interpretive method of approving the adoption in that case, it ought also to approve the adoptions sought by them. My opinion is that the two cases are not the same.

The case in CA 1165/01 A v. Attorney-General [1] concerned the competence of a woman to adopt the adult daughter (who was 21 years old) of her partner. The daughter’s mother had died when she was a baby. It was made clear that the applicant had lived with the father of the girl since his wife had died, was a mother to his daughter and raised her. The court (with an expanded panel) held, unanimously, that in that case the conditions of s. 25(2) of the Adoption Law were satisfied, and therefore the court was able to depart from the conditions of s. 2 of the law (with regard to the age of the adoptee) and the conditions of s. 3(2) of the law (with regard to the death of the parents of the adoptee and the relationship of the adoptive parent), since making the requested adoption order was in the best interests of the adoptee, who expressly stated her desire that the parental relationship that existed between the applicant and herself since she was a baby should be formalized, and that in the special circumstances of the case it was right to allow the adoption. As we said above, the court chose to base its decision on the provisions of s. 3(2) of the law, on which basis the applicant was recognized as a single adoptive parent, and thus we were spared the need to confront the question whether the ‘spouse’ of the adoptee’s parent, within the meaning of s. 3(1) of the law, also includes a person who is publicly recognized as a spouse.

The case before us differs from the case in CA 1165/01 A v. Attorney-General [1] in at least two respects: first, with regard to the question whether making the orders requested by the appellants is indeed in the best interests of the adoptees. In CA 1165/01 A v. Attorney-General [1], deciding this question gave rise to no difficulty. That case concerned an adult, who stated her desire, openly and expressly, that the relationship with the person who since her infancy had raised her as a mother should be recognized formally. I have already cited the remarks of Justice Cheshin, who was satisfied by the adoptee’s declaration as irrefutable proof that the adoption would be in her best interests. It should be stated that even Justice Englard stated in his opinion (ibid. [1], at pp. 76-77) ‘that the case under discussion concerns the adoption of an adult, and the considerations relating to an adult are inherently different from the considerations concerning the adoption of a minor child.’ I have already addressed the difference between considering the best interests of an adult adoptee and considering the best interests of a minor adoptee, by relying, inter alia, on the remarks of Justice Beinisch in CA 7155/96 A v. Attorney-General [6] (at pp. 174 et seq.). In our case, as I have already said, the arguments of the appellants have not persuaded me that even from the non-material viewpoint the adoption of each of the three children by his mother’s partner is in his best interests. The second difference concerns the composition of the family unit within which framework each of the appellants seeks to be recognized as a single adoptive parent. It should be noted that in his arguments before the court in CA 1165/01 A v. Attorney-General [1], the respondent raised the concern that a decision in favour of the applicant (who was, as aforesaid, the recognized partner of the adoptee’s father) would also lead to recognition of adoption by single-sex couples. In rejecting this argument, Justice Cheshin said (without taking a stand on the question of the capacity of a single-sex couple) that ‘the conflicting interests in a situation involving a single-sex couple are different from the conflicting interests in the case before us’ (ibid. [1], at p. 82). In the judgment in CA 1165/01 A v. Attorney-General [1], the court did indeed see fit to rely on s. 25(2) as a basis for departing from the provisions of s. 3(2) that allows adoption by a single adoptive parent (who is a relative of the adoptee) ‘if the parents of the adoptee have died.’ In my opinion, this decision does not lead us to accept the appellants’ argument that each of them can be declared the single adoptive mother of the other’s children, without this involving the adoption of a principled position by the court with regard to the status of single-sex couples and the question of their right to adopt children. Even from this viewpoint, their case is not similar to the case in CA 1165/01 A v. Attorney-General [1]: there we were concerned with an adoptee whose mother had died, whereas in this case we are concerned with children who all have a mother. As I stated in my opening remarks, granting the application of the appellants will necessarily be interpreted — and in my opinion cannot but be interpreted — as recognizing the right of single-sex couples to adopt a child, or at least for one partner to adopt the children of the other. By making such a decision, we would be making a principled statement whose ramifications are clear. Thus we are not being asked to decide the individual case where there are ‘special circumstances’ — in so far as the appellants purported to present their case — but a general category of cases that have similar circumstances. Is a decision of this kind consistent with the objective purpose of the Adoption Law? This question, as I have already clarified at the outset, should in my opinion be given the answer no. I shall now turn to this issue.

Adoption within the framework of a single-sex family unit

20. Making an adoption order gives a new personal status to the adopter and the adopted child: by virtue of the order, the adopter becomes the parent of the adopted child, whereas the adopted child becomes the lawful ‘child’ of the adopter. What is especially troubling in our case is the second part of the equation: if the appellants’ application is granted, they will both become the legal mothers of the three children; this means that each of the three children will have two mothers, one of whom is his biological mother and the other his adoptive mother; I have already said that, in my opinion, it is not at all clear that such a change in the status of each of the children is in his best interests. In any case, recognizing the requested adoption — and there is no escaping this — will constitute a normative recognition of the existence of a single-sex family unit. Hitherto the law has recognized, in addition to the traditional family unit, which includes parents married to one another and their children, also the existence of the ‘single parent’ family unit (see the Single Parent Families Law, 5752-1992). For various purposes the law has also recognized the existence of the a family unit that includes parents that are ‘publicly recognized’ cohabitees, a man and woman living together without marriage; and a certain degree of legal recognition has also been given to this within the framework of the relationship between unmarried parents and their children. Thus, for example, s. 21 of the Population Register Law, 5725-1965, provides that:

‘The name of the father of a child who was born to an unmarried woman shall be registered in accordance with the joint notification of the father and mother, or pursuant to a judgment of a competent court or religious court’ (and see, in the same context, the provisions of the last part of s. 3 of the Names Law, 5716-1956).

But until now neither statute nor the case law of the court concerning the question of personal status (as distinct from the question of various material rights) has recognized the normative existence of a family unit that includes a same-sex couple. Approval of the requested adoption will constitute, therefore, the first fundamental recognition of its kind with regard to the existence of a family unit that the legislature has not yet seen fit to recognize.

I am not ignoring the claims of the appellants that the existence of single-sex couples is more common and familiar to the general public than it was in the past. Even I accept that the attitude of not an insignificant part of the public to the phenomenon of the existence of such couples is today far more rational — and therefore also more tolerant — that it was in the past. This change has also found some expression in statute: in 1988 the criminal prohibition against sexual intercourse between men was repealed (see the Penal Law (Amendment no. 22), 5748-1988, and in 1992 the legislature prohibited discrimination at work on grounds of sexual orientation (see the Equal Employment Opportunities Law (Amendment), 5752-1992). In 1993 army regulations were also amended to prohibit discrimination on account of sexual orientation; and in 1998 the army totally cancelled orders that addressed homosexual soldiers (with regard to the development, see A. Harel, ‘The Rise and Fall of the Israeli Gay Legal Revolution,’ 7 HaMishpat (The Law) 195). But it is obvious that the attitude of Israeli society to homosexuals and lesbians is still far from being unanimous, and that among extensive sectors of the public the phenomenon of single-sex couples is regarded as an unusual phenomenon. My opinion is that in this situation there is no basis for accepting the claim that interpretation that supports the granting of the appellants’ application is consistent with the purpose of the Adoption Law. Granting their application will, by means of interpretation, create a new category of adoptive parents, of which there is not even the slightest hint or an implied reference in the Adoption Law. There is absolutely no basis in the Adoption Law for such a major interpretive extension of the exceptions in which the court may grant an adoption order while departing from the recognized and known grounds for adoption; even interpreting the law against the background of its objective purpose, while giving the most weight possible to the developments that have occurred in social outlooks since it was enacted, is not capable of bridging the gap.

21.  It is therefore my opinion that the words ‘special circumstances’ in s. 25 of the law cannot be interpreted in a manner that will recognize — even if only indirectly and by implication — the legal status of single-sex couples. I would like to add that giving such an interpretation is also undesirable. This is, first, because we are concerned with a primary arrangement that concerns the sphere of personal status, which has legal ramifications that go beyond the relationship between the actual litigants; and second, because the social attitude to the phenomenon of single-sex couples is still a subject of bitter dispute among most of the public. The combination of these two reasons leads to the conclusion that the question whether (and in what cases) we should recognize the right of single-sex couples to adopt a child is the concern of the legislature. The principle of the separation of powers, as well as the character and complexity of the subject, leads me to think that the court should refrain from creating and granting, by means of case law, a new legal status. The words of my colleague, the president, with regard to the introduction of civil marriage, are apt in this context:

‘The question of the introduction of civil marriage between couples who have no religious community — as well as the introduction of civil marriage between couples who belong to different religious communities — is a difficult and complex question. There is no national consensus on this question. It concerns the recognition of a status that operates vis-à-vis everyone. In such circumstances, it would appear prima facie that the proper institution for dealing with and regulating the issue is the Knesset, and not the court’ (HCJ 4058/95 Ben-Menasheh v. Minister of Religious Affairs [7], at p. 878).

The president made remarks in a similar vein, in his book Judicial Discretion, with regard to creating a new institution of adoption:

‘A special case of establishing institutional structures is that of recognizing a special status. In principle, this matter should be addressed by means of legislation by the legislature, since status has ramifications in all branches of the law, and case law development by means of judicial legislation is undesirable. There are therefore those who believe that an institution of adoption should not be created by means of case law. But I think that in this matter too no firm rules should be laid down’ (A. Barak, Judicial Discretion (1987), at p. 258).

The president went on to discuss (ibid., at pp. 289-290) the duty of the judge to take into account, when he is deciding a question of social values and legal norms that derive therefrom, the extent of the social consensus or the lack thereof with regard to those values:

‘My opinion is that the judge should take into account in his considerations the degree of the social consensus or the lack thereof on the question of the social values and legal norms that derive from them. The judge should aim to reach a solution that is consistent with the social consensus, or at least does not conflict therewith. In my opinion, he should refrain from choosing an option that is blatantly contrary to the basic perceptions of the public… the reason for this approach lies in considerations of democracy, the separation of powers and the need to maintain public confidence. In my opinion, a judge should not regard himself as the standard bearer for a new social consensus. As a rule, the house of elected representatives is the proper institution for creating drastic changes in this regard. An act that is contrary to the social consensus will, in the long term, damage public confidence in the court system and the ability of the courts to function properly.’

Thus we see there are cases, albeit rare ones, in which the court should refrain from deciding an issue that comes before it, and this should, because of its nature, be left to the legislature (cf. HCJ 2458/01 New Family v. Surrogacy Agreements Approval Committee [8]). This is also required, inter alia, by the principle of the separation of powers, which is one of the values of our democratic legal system. It should be noted that this principle does not derogate from the power of the court to decide, within the framework of its authority and at its discretion, any matter brought before it. Notwithstanding, it is capable of influencing the judge in choosing one of the various options available to him. There are cases in which refraining from making a decision is also one of the options available to him, and the question of the recognition of the right of single-sex spouses to adopt a child is included among those matters that the court should leave to the legislature.

22. We ought to mention that the issue has already found its way onto the agenda of the legislature. In recent years several proposals to amend the Adoption Law have been tabled in the Knesset. Some of these (private members’ bills) proposed that adoption should also be allowed by single-sex couples, but these proposals were rejected by the Knesset in the preliminary reading. Thus we see that those Knesset members who support the recognition of the capacity of single-sex couples to adopt a child have until now been in the minority. It is also difficult to foresee any change in the position of the legislature in the near future. The recognition of the capacity of single-sex couples to adopt a child is dependent upon giving recognition to their status as a couple, and as long as the legislature has not provided an alternative path to marriage, for heterosexual couples who are not able to contract a religious marriage, it is difficult to foresee how it will devote itself to regulating in statute the status of single-sex couples. But this does not mean that the court should rush into recognizing, in its case law, the legal status of single-sex couples and introduce a new institution of adoption in lieu of the legislature.

23. What I have said up to this point is sufficient in order to lead me to the conclusion that the appeal of the appellants with regard to the adoption of their children should be denied. For the sake of completeness, I shall also briefly address the claim of discrimination raised by the appellants. I shall also briefly consider the law of western countries in which the appellants also hoped to find support for their position.

Discrimination

24. The appellants, it will be recalled, argued that denying their application discriminated against them on account of their sexual orientation, and it also discriminated against their children. In this context, they pointed to cases in which the court was not deterred from recognize various rights of homosexuals and they argued that this approach should also be applied to their case.

I cannot accept these arguments. With regard to the claim that denying their application will discriminate against the appellants because of their sexual orientation, I accept the finding of the majority justices in the District Court that the difference of a single-sex couple from other couples is relevant for the purpose of the application of the Adoption Law, and it was found that this was a legitimate distinction, not improper discrimination (cf. HCJ 4541/94 Miller v. Minister of Defence [9], at pp. 109-110 {___-___}). I should add that no person has a right to adopt a child. The claim that every citizen has a right to adopt relies on an approach that regards children as property, which was abandoned long ago by the enlightened world (H. Goldschmidt, ‘The Chequered Identity Card of an Israeli Family — Legal Ramifications of Case Law concerning Adoption by a Single-Sex Couple,’ 7 HaMishpat (The Law) 217, at p. 238). The claim concerning discrimination against the children should also be rejected. A child has a right to be raised by his parents and to receive from them everything that he needs for his proper development until he becomes an adult. But this does not mean that a child that is looked after and cared for properly by one of his parents has a right to be adopted by the parent’s partner.

25. The appellants can also not rely on judgments in which this court recognized various rights of homosexuals. In HCJ 721/94 El-Al Israel Airlines Ltd v. Danielowitz [10], on which the appellants relied, the court recognized the right of a homosexual steward to receive benefits given to the spouse of an employee as part of his employment conditions. This case concerned social rights that derive from the employment conditions of one of a single-sex couple. Our case is different. Here we are being asked to establish a valid personal status, for all purposes, that has effect vis-à-vis the whole world. In the other references cited in the appellants’ pleadings there is also no basis for their argument that their application too should be granted. HCJ 2078/96 Vitz v. Minister of Health [11], on which they relied in their pleadings, is totally irrelevant. In this judgment the court (with the state’s consent) cancelled provisions of subordinate legislation, according to which unmarried women and lesbians were required to undergo a psychiatric test as a condition for receiving artificial insemination and in-vitro fertilization services, and instead it was determined that in special cases the treating physician, at his discretion, could require a social worker’s opinion. But the cancellation of the aforesaid provisions was based upon the right to parenthood (CFH 2401/95 Nahmani v. Nahmani [12]; but cf. New Family v. Surrogacy Agreements Approval Committee [8]), and there is no connection between Vitz v. Minister of Health [11] and our case. The case of HCJ 1779/99 Brenner-Kaddish v. Minister of Interior [13] also cannot help the appellants. In our judgment in that case, the court ordered the registration official at the Ministry of the Interior to register in the population register one of the petitioners as a second mother to a child who was born to her life partner, by virtue of an adoption order made in her favour in California. It should be noted that a petition for a further hearing on that judgment (HCJFH 4252/00) is still pending in the court. But even on the merits the judgment in Brenner-Kaddish v. Minister of Interior [13] cannot affect our decision; the question under consideration in that case merely concerned the scope of the discretion given to the registration official to refuse to register a foreign adoption judgment, which was given in another country in accordance with its laws. As distinct from that question, which mainly concerns accepted and proper administrative procedures, the question before us is a substantive one, and it concerns the creation of a new institution of adoption under our law. The same is true with regard to HCJ 293/00 A v. Great Rabbinical Court [14], in which this court cancelled an order made by the Rabbinical Court to the effect that a lesbian mother was prohibited from meeting her daughters with her life partner. The judgment in that case focused on the question of the jurisdiction of the Rabbinical Court to impose such a prohibition, and it expressly refrained from considering the content of the Rabbinical Court’s decision (see p. 326 of the judgment). Thus even that judgment does not support the appellants’ position.

Comparative law

26. The appellants argued that in various legal systems in the western world arrangements have been formulated that could also constitute a model for the proper decision in their case. I, however, am of the opinion that the decision in a matter such as the one before us depends, inter alia, on the tradition, culture and fundamental outlooks of society, and these are not the same in different places. Justice Elon rightly said — with regard to the difficulty involved in relying on comparative law in matters of adoption — that ‘these matters, perhaps more than any other legal sphere, are very closely related to community background, tradition, experience and mentality, and it is difficult to draw an analogy from one to the other’ (CA 399/79 Attorney-General v. A [15], at p. 152). Indeed, the question of the adoption by single-sex couples has, in western countries, been given a broad range of different and strange arrangements. Dr Marin, who researched the legal status of single-sex couples in comparative law, classified the various arrangements into four categories (or ‘models’): same-sex marriage, registered partnership, domestic partnership and cohabitation, and it would appear that the extent of the recognition given by the various countries to the right of the single-sex couple to adopt a child derives in most cases from the recognition by the country of the ‘model’ to which the relationship between the couple is attributed (Y. Merin, ‘Marriage between Same-Sex Couples and the Failure of Alternatives to Legal Regulation of Single-Sex Couples,’ 7 HaMishpat (The Law) 253).

I will mention, briefly, some of the arrangements that are practised. In the United States, where there is no Federal adoption law, adoption issues are regulated in each state in accordance with its laws. It appears that only one state (Florida) expressly prohibits in legislation any adoption by single-sex couples. In several other states adoption of this kind is prohibited by the case law of the courts; whereas in many other states the courts have held that a woman may adopt the child of her same-sex partner, if it is proved that the adoption is in the best interests of the child (for a review of comparative law in the United States, see Merin, ‘Marriage between Same-Sex Couples and the Failure of Alternatives to Legal Regulation of Single-Sex Couples,’ supra, at pp. 263-264; Goldschmidt, ‘The Chequered Identity Card of an Israeli Family — Legal Ramifications of Case Law concerning Adoption by a Single-Sex Couple,’ supra, at pp. 243-244; T.E. Lin, ‘Social Norms and Judicial Decisionmaking: Examining the Role of Narratives in Same-Sex Adoption Cases,’ 99 Colum. L. Rev. (1999) 739, at pp. 768-769; C. Bridge and H. Swindells, Adoption: The Modern Law (2003), at pp. 44, 46).

In European countries the position is completely different. The laws of many countries (including France, Germany and several Scandinavian countries) prohibit adoption by same-sex couples. In Holland, which is one of the few countries in the world that permit marriage between same-sex couples in its statutes, the law also allows adoption by these couples, provided that the adopted child was born in Holland. The laws of Denmark and Iceland allow an adoption of the kind requested by the appellants, but prohibit single-sex couples from adopting the child of others (for a review of the comparative law in Europe, see Y. Merin, Equality for Same-Sex Couples: The Legal Recognition of Gay Partnerships in Europe and the United States (2002), at pp. 238-239). Finally, it should be noted that the European Court of Human Rights recently held in Fretté v. France [43] that the prohibition of adoption by single-sex couples does not conflict with the European Convention on Human Rights, and that the states that are members of the European Union may distinguish, for this purpose, between same-sex couples and heterosexual couples (Bridge and Swindells, Adoption: The Modern Law, supra, at pp. 46-47).

From this brief survey of comparative law it can be seen that most western countries (with the exception of some of the United States) have regulated the issue of adoption by single-sex couples in legislation. The specific arrangements that have been made cannot be of any avail in deciding the appellants’ case; and the sole conclusion that I am able to reach from the study of the arrangements in other countries is that we too should leave the regulation of this issue to the legislature.

Supplementary remarks

27. My colleague President Barak proposes that we return the appellants’ case to the Family Court in order to complete the examination of the question whether there are special circumstances, within the meaning thereof in s. 25 of the Adoption Law, and also the question whether granting their application will be in the best interests of the children. My colleague’s assumption is that denying the appellants’ application in limine prevented them from having the opportunity to submit evidence with regard to the existence of special circumstances as aforesaid, and with regard to the best interests of the children.

With all respect, I see no reason to return this case to the Family Court for further clarification of the facts, since the appellants did not ask for this at all. There is also no practical reason for doing this, since the facts required for making a decision are not in dispute. It should be noted that the appellants did not complain in their pleadings before us that they were prevented from having the opportunity to bring evidence with regard to any of the questions that were presented for a decision. On the contrary, their express argument is that they submitted substantial amounts of evidence to support their arguments, and they therefore requested that we decide here and now on the merits of the case and direct that the requested adoption orders should be made. The special circumstances, on which the appellants based their pleadings, were clear and obvious from their arguments, namely that they live together in a single-sex family unit and that their children were born into this framework. These circumstances do not make the case of the appellants any different from the cases of other same-sex couples where each partner wishes to adopt the other’s children. The same is true with regard to the best interests of the child. In my opinion, the main question in this respect is whether making the children the legal children of both single-parent mothers is in their interests, in view of the consensus in our society. It should also be noted that the appellants did not argue that they wanted to present any additional expert opinions in this regard or any other evidence to the Family Court, and that the court prevented them from doing so.

Publication

28. In their appeal, the appellants also attacked the propriety of the decisions of the lower courts to prohibit publication of their identities and the identities of their children. My opinion is that this part of their appeal should be allowed. The Family Court held that its judgment could be published without stating the names of the appellants and their children, or any other details that might result in identifying them. In their appeal before the District Court, the appellants applied to cancel the ban against publication, on the grounds that they wish to bring their case to the attention of the general public. The majority justices held that this application should be denied. Their reason for this was that denying the appeal also rejected the legitimacy of the lifestyle that the appellants chose for the children, and therefore the publication was likely to embarrass the children. They also held that the right of the public to know what was happening in the appellants’ case would be completely satisfied by publishing the judgment without stating the names of the appellants and their children. In my opinion, which is different in this regard from the approach of the majority justices in the District Court, in not granting the appellants’ adoption applications we are not embracing a negative attitude to the legitimacy of their lifestyle. It also seems to me that the concern of the majority justices, that publishing the names of the appellants and their children would embarrass the children, has no sound basis. The appellants do not conceal the character of the family framework within which the children are growing, and it can be assumed that also in the children’s social environment this is not a secret. It is very clear that the appellants are of the opinion that publishing their names and the names of the children may assist them in influencing public opinion that will support their ideological struggle. Since this is their wish, I see no convincing reason to deny them this.

29. My conclusion from all of the aforesaid is that the appeal against the dismissal of the adoption application should be denied, whereas the appeal against the publication ban of the names of the appellants and their three children should be allowed.

 

 

President A. Barak

I regret that I cannot agree with the opinion of my colleague, Vice-President E. Mazza. In my opinion, the appeal should be allowed. The judgments of the Family Court and the District Court should be set aside. The case should be returned to the Family Court for it to consider whether each of the appellants satisfies the requirements of s. 25 of the Adoption Law (‘the best interests of the adoptee’ and ‘special circumstances’) and the other requirements of the Adoption Law.

Competence of the adopter: the rule and the exceptions thereto

1.    The key question in this appeal is this: are there circumstances in which the Adoption Law recognizes the competence of a person to adopt the minor child of his life partner, where the person seeking to adopt and the biological parent are of the same sex? The premise is that prima facie there is a ground to declare the child adoptable (the consent of the biological parent (s. 8) and the absence of a reasonable possibility of identifying, finding or ascertaining the opinion of the father (s. 13(1))). The question is whether, on the basis of this premise, the partner of the biological mother is competent to adopt the biological mother’s minor child? The answer to this question lies in ss. 1(b), 3 and 25 of the Adoption Law. Section 1(b) provides:

‘Adoption order

1.  (a) …

(b) An adoption order and any other decision under this law shall be made if the court finds that they are in the best interests of the adoptee.’

Section 3 provides:

‘Competence of the adopter

3.  Adoption may only be done by a man and his wife together; but the court may give an adoption order to a single adopter —

 

(1) If his spouse is the parent of the adoptee or adopted him previously;

 

(2) If the parents of the adoptee died and the adopter is one of the relations of the adoptee and is unmarried.’

Section 25 provides:

‘Power to depart from conditions

25. If, it may, in special circumstances and for reasons that it shall state in its decision, depart from the following conditions:

 

(1) The age of the adoptee under section 2;

 

(2) The death of the adoptee’s parents and the relationship of the adopter under section 3(2);

 

(3) An age difference under section 4;

 

(4) The length of the test period under section 6.’

The premise is therefore that the stage of recognizing each of the children as ‘adoptable’ is satisfied in the case before us (the consent of the biological mother, the lack of a possibility of identifying the father). Against this background, each of the appellants is seeking to adopt the biological son of her life partner. In the appeal before us, we are concerned with an application for an adoption order of a ‘single adopter.’ Each of the appellants is a single adopter. Within the framework of the recognition of a single adopter, there is no claim before us that each of the appellants is the ‘spouse’ of the other, as stated in the provisions of s. 3(1) of the Adoption Law. It follows that the interpretive problem before us is whether it is possible, in principle, to recognize each of the appellants as a ‘single adopter’ within the framework of s. 3(2) of the Adoption Law, assuming of course that each of the children is adoptable. One of the conditions of this provision — that the single adopter is not married — is satisfied by each of the appellants. The other two conditions of s. 3(2) of the Adoption Law are not satisfied by the appellants, since the parents of the adoptees have not died (the mother is alive and the father is unknown) and neither of the appellants is ‘one of the relations of the adoptee’; according to the appellants’ argument, this is unimportant, since the provisions of s. 25(2) allow the court to depart from these two conditions, provided that the requirements in that section are satisfied (special circumstances and the best interests of the adoptee). The interpretive question before us is whether this argument is well-founded.

2.    The answer to this question is not at all simple. The Family Court (Vice-President J. Stoffman) and the District Court justices (Vice-President H. Porat, Justices A. Mishali and Justice S. Rotlevy) rightly pondered over it. The main arguments of the parties revolved around this question, at the beginning of the hearing of this appeal. While this appeal was pending, the question before us was decided in CA 1165/01 A v. Attorney-General [1], in so far as it concerns a man and woman who live together publicly. In that case, a woman applied to adopt the child of her publicly recognized partner. In that case also — as in the case before us — the competence of the woman to be a single adopter was examined; in that case also — as in the case before us — the hearing focused on the question whether it was possible to recognize the competence of the single adopter within the framework of s. 3(2) of the law, by availing ourselves of the provisions of s. 25(2) of the Adoption Law; in that case also — as in the case before us — the Attorney-General raised arguments to the effect that the provisions of s. 25 of the Adoption Law should be applied to an adoption by a single person only where the adoptee does not have a parent who is raising him, and he is being raised in an institution. An extended panel of nine justices unanimously rejected the arguments of the Attorney-General, and held that it is possible to ‘rely on the provisions of s. 3(2) of the law, in combination with the power to depart from its conditions that is found in s. 25 of the law’ (per Justice I. Englard, ibid. [1], at p. 77). This argument is also possible in the case where the adoptee has a father who is raising him, and the woman applying to adopt him lives with the father of the adoptee as his publicly recognized partner. In his reasoning for this approach, Justice I. Englard wrote:

‘The intention of the legislature was to make the general requirements flexible when it is in the best interests of the adoptee to do so and when there are special circumstances. I do not see any conflict in principle between the use of the possibilities of being flexible under s. 25 of the law and the basic requirements of adoption. Departing from the general requirements is conditional upon the existence of special circumstances and giving the reasons for this in the decision of the court. The decisive test is the best interests of the adoptee. Assuming that the conditions for departing from the general requirements are satisfied, why should we prevent the adoption that is in the best interests of the adoptee? In my opinion, to prevent such an adoption is contrary to the intention of the legislature who sought to make the requirements for adoption flexible… Admittedly, in the circumstances of the case under discussion the adoption is being made in favour of a woman who is a publicly recognized partner of the girl’s father. For the purposes of this case, I assume as aforesaid that the term “spouse” in s. 3(1) of the law does not include a person who is a publicly recognized partner. This assumption prevents the woman from relying on this provision, which allows adoption by a single adopter without the requirement of special circumstances, but I see no basis in the law for preventing this woman from relying on the alternative path found in the provisions of s. 3(2) of the law, in combination with the provisions of s. 25 of the law, where the fulfilment of the conditions required therein is proved. In other words, I see no basis in the law that justifies discriminating against this woman and punishing her merely because she lives together with the father of the girl. The decisive test is, as aforesaid, the best interests of the adoptee, in all its aspects.’

3.    I agreed with that opinion. I said in that case that s. 25 of the Adoption Law makes it possible to depart from the conditions provided in s. 3(2) of the law. This departure applies to two of the three conditions that are included in the restriction imposed by s. 3(2) of the law.

‘Instead of this restriction there are the conditions provided in s. 25(2) of the law that allow this departure. These conditions are two in number: one is that “it is in the bests interests of the adoptee” (the first part of s. 25 of the law)… the other is that there are “special circumstances” ’ (ibid. [1], at p. 84).

Later in my opinion I wrote:

‘Section 25 of the law does indeed allow flexibility of the strict requirements provided in s. 3(2) of the law. This does not involve a departure from the whole framework of the law, since instead of the conditions provided in s. 3(2) of the law there are the requirements provided in s. 25 of the law’ (ibid. [1]).

4.    Justice M. Cheshin also regarded the provisions of s. 25 of the Adoption Law as allowing flexibility of the conditions provided in s. 3(2) of the Adoption Law with regard to adoption by a single person. He too did not regard the fact that the adoptee is not a child in an institution who is not being raised by a parent as something that prevents the application of the flexibility provisions in s. 25 of the Adoption Law.

5.    Justice J. Türkel also was of the opinion that s. 25 of the Adoption Law applied in that case. Justice Türkel wrote:

‘In my opinion too there is no need to decide the question whether a couple who are publicly recognized as partners, but are not married, are included within the expression “a man and his wife together” or within the expression “his spouse” in s. 3 of the law, since under the provisions of the first part of s. 25 of the law, the court may depart from the conditions in s. 3(2) of the law and make an adoption order even for an adopter such as the appellant. Such a departure is permitted if two cumulative conditions are satisfied, that the adoption “is in the best interests of the adoptee” and that there are “special circumstances.” In my opinion the main condition is the first condition, that the adoption “is in the best interests of the adoptee,” and not necessarily the second condition, “special circumstances,” which falls within the “supreme obligation” under s. 1(b) of the law’ (ibid. [1], at p. 86).

In applying this approach to the case that was before us, Justice J. Türkel held that the best interests of the adoptee required the adoption to take place.

6.    The principle that arises from CA 1165/01 A v. Attorney-General [1] is this: the strict provision in s. 3 of the Adoption Law, which provides rigid conditions for the competence of the adopter, can be made more flexible by means of the power to depart from those conditions that is given to the court in s. 25 of the Adoption Law. This flexibility is possible, in principle, also with regard to a single adopter who wishes to adopt an adoptable child that has a parent who is raising him, and that lives together with the person seeking to adopt the child: a condition for this relaxation of the conditions is that ‘the court finds that it is in the best interests of the adoptee’ and that there are ‘special circumstances.’ This principle was applied and decided in CA 1165/01 A v. Attorney-General [1] with regard to publicly recognized partners who were a man and a woman. The question before us is whether this law applies also to publicly recognized partners who are of the same sex. I will now turn to examine this question.

Three interpretive approaches

7.    It is possible to approach the solution to the question I posed from three perspectives. According to the first perspective, in view of the importance of the interests contending for precedence, s. 25 of the Adoption Law is inferior to the other provisions of the law. The significance of this is that s. 25 of the Adoption Law does not apply in our case. Section 3 of the Adoption Law applies in full, and according to it the appellants are not competent to adopt the children of one another. It is possible to call this approach an external approach. It does not consider the question whether the requirements of s. 25 of the Adoption Law are satisfied in the case before us or not. A balance of the interests against the background of the purpose of the Adoption Law is external to the provisions of s. 25 of the Adoption Law, and it leads to a conclusion that it does not apply at all in the type of case before us. The second perspective is that in our case s. 25 of the Adoption Law does apply. This approach proceeds to examine the elements of the section on the basis of the purpose underlying it. This examination may lead to one of two conclusions: the conclusion that in principle in a case of an adoption of a child among persons of the same sex who live together the adoption is not in the best interests of the adoptee and there are no special circumstances for departing from the requirements of s. 3 of the Adoption Law; or the conclusion that in principle such an adoption does satisfy the conditions of s. 25, in that it is capable of ensuring the best interests of the adoptee and it indicates the existence of special circumstances. We can call this approach a principled internal one. The third perspective holds, like the second perspective, that in our case s. 25 of the Adoption Law does apply. This is, therefore, an internal approach. However, its criterion is not a principled one but an individual one. It examines each case on its merits. This examination may, in the final analysis, show that according to the position of scientific research, social perceptions and the other circumstances of the case, adoption between persons of the same sex who live together is not in the best interests of the child. It may show, in the final analysis, that the adoption is in the best interests of the child. In any case, the decision should not be made on a principled basis, but on an individual basis, which takes into account all of the circumstances, including the practical implications of the principled arguments in the specific case. We can call this an individual internal approach. What is common to the three approaches is the premise that, in principle, the child may be adopted, since his biological mother agrees to the adoption and there is no reasonable possibility of identifying the father. The difference between the approaches concerns whether an adoption order will actually be made. Initially, I will discuss the first two approaches that lie at the heart of the Attorney-General’s position and the opinion of my colleague, Vice-President E. Mazza. I will indicate the reasons that lead, in my opinion, to the conclusion that they are undesirable. I will then turn to the third approach, which is in my opinion the proper approach. I will discuss its character, viewpoint and method of application. This approach does not allow the case to be decided by this court. It requires the case to be returned to the Family Court to examine whether, in the circumstances of the case before us, there is a basis for implementing the provisions of s. 25 of the Adoption Law.

External interpretation

8.    The Attorney-General argued before us — as he did in the Family Court and the District Court — that an external interpretive approach should be adopted. He reiterated before us the arguments that he made before the panel in CA 1165/01 A v. Attorney-General [1], and added those arguments to his arguments in this case. He emphasized before us that ‘the position of the Attorney-General in CA 1165/01 A v. Attorney-General [1] is identical, in so far as the present case is concerned, to the position expressed by the Attorney-General in the present case.’ He argued that even if, in principle, it was possible to declare the children adoptable, there is no basis for making an adoption order since the women seeking to adopt them are not competent to do so. This is because the power of the court to depart from the conditions prescribed in s. 3 of the Adoption Law does not apply to the case before us. The basis for this approach is the argument that the case before us falls within the scope of s. 3(1) of the Adoption Law and not within the scope of s. 3(2) of the Adoption Law; he also argued before us that the provisions of s. 25 of the Adoption Law apply only in the most exceptional cases, such as that of a child who has no one at all to raise him. These arguments were rejected in CA 1165/01 A v. Attorney-General [1], and I see no reason to raise them once again.

9.    When some of the arguments of the Attorney-General in CA 1165/01 A v. Attorney-General [1] were rejected, the Attorney-General presented before us the argument that the appeal should be denied because the appellants are seeking to create an adoption in a ‘family unit’ that has not been recognized by the legislature. Recognition of a new ‘family unit’ is the concern of the legislature. This claim found a sympathetic ear with my colleague, Vice-President E. Mazza. Notwithstanding, he did not see it as an argument that rules our the actual application of s. 25 of the Adoption Law (‘external interpretation’). According to my colleague, this arguments finds its place internally within the framework of s. 25 of the Adoption Law. On this basis, my colleague reaches the fundamental conclusion that the requirement of ‘special circumstances’ in s. 15 of the Adoption Law is not satisfied (‘principled internal interpretation’). I will therefore examine the argument of the Attorney-General together with the position of my colleague within the framework of principled internal interpretation.

10. In addition to the arguments of the Attorney-General, it is possible to make another argument that prima facie supports the external interpretation. This line of argument seeks to rely on the approach of my colleague, Justice M. Cheshin, in CA 1165/01 A v. Attorney-General [1], according to which the struggle between the provisions of s. 3(2) of the Adoption Law and the provisions of s. 25(2) ‘will be found in examining the strength of these two provisions of statute relative to one another’ (ibid. [1], at p. 83). These remarks could be interpreted as implying an external interpretive approach. According to this, first it will be determined whether s. 25 of the Adoption Law has any fundamental application, and only if the answer is yes will the court examine whether the conditions of s. 25 are satisfied.

11. In my opinion, the legislature itself set out the rule and the exception to it. The examination of the question whether the rule applies should be carried out by considering the question whether the (internal) elements of the exception are satisfied, namely whether the adoption order is in the best interests of the adoptee and whether there are special circumstances for making the adoption order. There is no basis for considering the best interests of the adoptee twice: once when considering whether s. 25 of the Adoption Law actually applies, and a second time when considering whether its conditions are satisfied. A single consideration will also prevent a split between the general aspect and the individual aspect. One comprehensive consideration should be made within the framework of s. 25 of the Adoption Law. I think that this was the meaning of my colleague, Justice Cheshin, when he said:

‘We will not say — we are not permitted to say — that whoever regards himself as needing to adopt should be allowed to adopt even if he does not satisfy the conditions of s. 3(2) of the Adoption Law. As the law says in the first part of s. 25, the best interests of the adoptee are paramount, but they are not sufficient in themselves; there is an additional need for special circumstances and reasons that the court will state in its decision. Each case should be considered on its merits and every interest should be examined to determine its importance’ (ibid. [1], at p. 82).

Principled internal interpretive approach

12. The second interpretive approach is a principled internal approach. From significant parts of his opinion, it would appear that this is also the approach of my colleague Vice-President E. Mazza. Through this perspective, my colleague analyzes the problem before him on the basis of the approach that s. 25 of the Adoption Law does apply in our case. Notwithstanding, the elements contained inside it (‘the best interests of the adoptee’ and ‘special circumstances’) are not satisfied. An adoption order, in the case before us, is not in the best interests of the adoptee, nor are there special circumstances in this case that justify making such an order, even if there are prima facie grounds to declare the child adoptable. Let us turn to examine this position of my colleague.

‘The best interests of the adoptee’

13. With regard to the best interests of the adoptee, my colleague Vice-President E. Mazza says that he is prepared to accept that the adoption of a child by his mother’s partner is consistent with the material interests of the minor (such as the right to maintenance and inheritance rights). Notwithstanding, he was not persuaded that the adoption was consistent with the best interests of the child in other respects. My colleague writes:

‘But is the adoption of each of the children in his best interests — i.e., is it consistent with his interests — from other perspectives as well? The answer to this question is less obvious. Thus, for example, it is possible to ask whether a change in the personal status of a child, from being the son of a single-parent mother to being the son of two single-parent mothers, is from his perspective a change for the better? This question should be examined with regard to the future: how will his unusual status affect the way in which he regards his position, the attitudes of other people towards him and his attitudes towards others? The answer to these questions depends to a large extent on the scope of the consensus in Israeli society. A study of the appellants’ arguments has not satisfied me that from the aforesaid additional viewpoint they have succeeded in proving that making the adoption orders as requested is in the best interests of the children.’

Elsewhere in his opinion, my colleague says that:

‘… the arguments of the appellants have not persuaded me that also from the non-material viewpoint the adoption of each of the three children by his mother’s partner is in his best interests’ (para. 19).

Indeed, I too agree that the appellants have not succeeded in proving that making the desired adoption orders would be in the best interests of the children. But why did the appellants fail in this? They did not fail because their evidence was unfounded. They failed because their action was dismissed in limine, and they were not given an opportunity to present their evidence. It is of course possible that, at the end of the trial, when all the evidence has been presented, they will still be unable to prove that making the requested adoption orders will be in the best interests of the children. But they should be given a proper opportunity to present their position. They were denied this opportunity. My colleague rightly says that the answer to the question whether their adoption of the children is consistent with their non-material interests is ‘less obvious.’ But how can this question be clarified without examining all of the evidence and without giving the appellants a chance to present all of their arguments on the basis of that evidence? Why should the appellants be deprived of the possibility of proving that not only the material interests of the children before us but all of their interests lead to the conclusion that in the overall balance ‘the best interests of the child’ require an adoption order to be made? The answer to this question cannot be that there is no point in the appellants presenting their evidence, since their evidence is weak. As long as the evidence has not been examined, its weight cannot be assessed. The only answer that can be given to this question is — and it would appear that my colleague Vice-President Mazza was compelled to resort to this position — that there is no basis for examining the evidence that the appellants have, since no matter how great the internal weight thereof, the ‘best interests of the adoptee’ in s. 25 of the Adoption Law is satisfied by the principled assessment that the adoption of the children is contrary to the ‘consensus in Israeli society,’ and this is sufficient for the purposes of s. 25 of the Adoption Law. I cannot agree with this approach.

14. My premise is that the phrase ‘the best interests of the adoptee’ is an expression of a ‘complex principle with different aspects’ (CA 232/85 A v. Attorney-General [16], at p. 12). I accept that the best interests of the child are not merely his material interests. They are his interests in every respect. Therefore not only the material interests of the child must be considered, but also his social and spiritual interests. Indeed, the best interests of the child are considered on many levels of criteria that all focus on the child. Some of the criteria reflect material considerations; some reflect spiritual, social, ethical and moral considerations. Some reflections short term considerations; others reflect long term considerations. Some reflect the relationship between him and his (biological and adoptive) parents; others reflect the relationship between him and the society in which he lives and will continue to live. We are concerned with the best interests of the adoptee in the family in which he will live and in the society in which he will grow up.

15. This approach to the ‘best interests of the adoptee’ is a holistic one. The child is a world in and of himself, and his whole world — in the present and the future — should be considered. A partial consideration should not satisfy us. This outlook was well expressed by President M. Shamgar:

‘The best interests of the child require a decision in the specific case that is before the court, and the best interests of the specific child before the court should be considered. No decision should be made on the basis of theoretical assumptions concerning the best interests of children in general… there is no doubt that the decision is influenced by the outlook of the judge and the social situation in which context he acts. There is also no doubt that the concept of the best interests of the child also includes, at least in principle, the social outlooks of society, and within this framework the customs and outlooks of society should be taken into account… Within the framework of the best interests of the child, (some) weight should be given to the consideration of the way in which the child’s natural environment differs and departs from the social norm, both with regard to the way in which the child perceives himself and his position in society, and with regard to the way in which society perceives the child. Indeed, the court should not give in to close-mindedness and intolerance of any part of society, and one of its roles is to create norms for society. But within the framework of resolving the specific dispute under consideration, when we are concerned with the best interests of the child, it will not be appropriate to ignore completely the reality and social outlooks that may affect the child. Obviously the best interests of the child that are being considered are the best interests of the specific child, and all of the aforesaid remarks are merely a part of the definition of the social position in which context we operate. Therefore there is a need for evidence with regard to the effect of the aforesaid situation on the specific child, in the situation in which he finds himself…’ (CA 2266/93 A v. B [17], at pp. 250-251).

This is the case whenever the best interests of the adoptee arise. There is no basis for an approach according to which precisely within the framework of s. 25 of the Adoption Law the phrase ‘the best interests of the adoptee’ undergoes a change such that it applies only (or mainly) to the effect of the ‘consensus in Israeli society’ upon all of the other considerations. My colleague Justice M. Cheshin rightly pointed out in CA 1165/01 A v. Attorney-General [1] that:

‘We are not speaking of rules or principles in the law; we are speaking of persons of flesh and blood, of persons in pain, of living and breathing persons who come before us for judgment’ (ibid. [1], at p. 88).

Indeed, ‘the best interests of the adoptee’ place the ‘adoptee’ at the centre of the stage. He is a specific adoptee, an individual, who lives and breathes. He is not the abstract and theoretical adoptee. Notwithstanding, within the framework of the best interests of the specific adoptee, we cannot limit ourselves merely to the relationship between him and his (biological and adoptive) parents, but we must contemplate the whole world of the child, in the present and the future. We must take into account all of the relevant circumstances. These circumstances reflect the world of the child, in the present and the future, with all that this entails. It should not be said that the only circumstances that should be taken into account are the circumstances that concern his relationship with his parents; it should also not be said that the only circumstances that should be taken into account are the attitudes of society. Both of these should be taken into account, along with the reality of the life of the specific child. In so far as a conflict exists between the internal familial considerations and the external societal considerations, a balance should be struck between them. We should not say from the outset, without examining all aspects of the picture, that ‘societal’ considerations always take precedence. The court is the ‘father of orphans’ (Babylonian Talmud, Gittin 37a [46]). The child whose case is under consideration is like the child of the court. That is how he should be regarded, as a unique person, a world in himself, with the special circumstances of his life. General outlooks and preconceived assumptions do not befit the sensitive treatment that is required in such matters as the adoption of children. Each case is a new case. Each case should be decided on its merits.

16. This approach was well expressed in the judgment of Lord Hope in Re AMT [44]. In that case the trial judge refused to make an adoption order because of the sexual orientation of the person seeking to adopt the child. The Court of Session (the supreme civil court in Scotland) allowed the appeal. Lord President Hope wrote:

‘In my opinion the short answer to the concerns which the Lord Ordinary has expressed on this point is that the present case raises no such fundamental question of principle. Section 6 of the 1978 Act states that, in reaching any decision relating to the adoption of a child, the court shall have regard to all the circumstances, first consideration being given to the need to safeguard and promote the welfare of the child throughout his childhood. There can be no more fundamental principle in adoption cases than that it is the duty of the court to safeguard and promote the welfare of the child. Issues relating to the sexual orientation, life style, race, religion or other characteristics of the parties involved must of course be taken into account as part of the circumstances. But they cannot be allowed to prevail over what is in the best interests of the child. The suggestion that it is a fundamental objection to an adoption that the proposed adopter is living with another in a homosexual relationship finds no expression in the language of the statute, and in my opinion it conflicts with the rule which is set out in section 6 of the Act.’

The same is true in our case. It cannot be said a priori that because of the homosexuality of the appellants, adoption be them will not be in the best interests of the adoptee. Each case should be considered on its merits; each case should be considered according to its circumstances. I accept that the attitudes of society with regard to the effect of a single-sex couple on the best interests of the adoptee is a part of the circumstances. But they are not the whole picture. They are certainly not the sole consideration within the framework of s. 25 of the Adoption Law.

17. In the absence of details, I do not wish to adopt any position with regard to the question whether in the circumstances of the case before us the condition of ‘the best interests of the adoptee’ provided in s. 25 of the Adoption Law is satisfied. I will merely say the following: the question that the Family Court will need to decide is not whether it is preferable that each of the children should be adopted by a man (who lives with their mother, either as a married couple or as publicly recognized partners) or by one of the appellants (who lives with their mother as her publicly recognized partner). The real question before the Family Court is whether each of the children should continue to live in the single-sex family in which he lives without an adoption order being made, or whether they should continue to have the same family life with an adoption order being made. This is the true dilemma in the case before us. It is different, from this viewpoint, from other cases where the biological mother ‘is no longer in the picture’ (whether because she agrees to adoption or because she fulfils one of the conditions provided in s. 13 of the Adoption Law), and a choice must be made between a homosexual adoptive family and a heterosexual adoptive family, or between adoption by a single adoptive parent who is homosexual and adoption by a single adoptive parent who is heterosexual. In each of these situations the considerations are different; in each of them the court must confront different considerations that concern the requirement of ‘the best interests of the adoptee’ that is provided in s. 25 of the Adoption Law.

‘Special circumstances’

18. My colleague Vice-President E. Mazza determined in his opinion that not only do each of the appellants not satisfy the requirement provided in s. 25 of the Adoption Law with regard to the ‘best interests of the adoptee,’ but they also do not satisfy the condition of ‘special circumstances.’ My colleague writes:

‘… the condition that requires the existence of “special circumstances” is a condition that contains an internal system of checks and balances. On the one hand, it allows the court a degree of flexibility in special cases, where the circumstances in its opinion justify a departure from the strict conditions of the law. On the other hand, it places on the court restrictions that derive from the legislative purpose of the Adoption Law… Consideration of the case before us has led me to the conclusion that the adoption requested by the appellants is not consistent with the purpose of the law, and it follows that in our case there are no “special circumstances” as required by s. 25(2) of the law’ (para. 16).

According to my colleague, ‘recognition of the right of a single-sex couple to adopt a child’ (para. 17) is not implied by the subjective purpose of the law. It ‘was not even considered by the legislature’ (ibid.). Similarly, it does not derive from the objective purpose of the law, since it involves the court adopting a principled position with regard to the status of single-sex couples and the question of their right to adopt children. It is not part of the objective purpose of the Adoption Law that, within the framework of the requirement of ‘special circumstances,’ the court should give ‘the first fundamental recognition of its kind with regard to the existence of a family unit that the legislature has not yet seen fit to recognize’ (para. 20). This leads to the conclusion of my colleague, Vice-President E. Mazza, that:

‘… the words “special circumstances” in s. 25 of the law cannot be interpreted in a manner that will recognize — even if only indirectly and by implication — the legal status of single-sex couples’ (para. 21).

19. I do not accept at all my colleague’s interpretation of the phrase ‘special circumstances.’ My colleague Justice D. Beinisch rightly pointed out that s. 25 of the Adoption Law provides an exception that:

‘… leaves a broad opening for the discretion of the court when it decides what are special circumstances… Since the legislator did not see fit to make a firm determination and define the nature of the considerations, the decision on the question of the proper balance between the exception and the rule — i.e., what are the “special circumstances” — remains with the court’ (CA 7155/96 A v. Attorney-General [6], at p. 169).

Naturally, this discretion — like all judicial discretion — is not absolute. It is restricted to realizing the purpose of the Adoption Law. This purpose was in the past and is today, first and foremost to ensure that an adoption order — after it is determined that the child is adoptable — will be made if the adoption is ‘in the best interests of the adoptee.’ Indeed, the best interests of the child are a supreme principle. This principle is enshrined in art. 3(1) of the United Nations Convention on the Rights of the Child (‘In all actions concerning children… the best interests of the child shall be a primary consideration’: see CFH 7015/94 Attorney-General v. A [2], at pp. 66, 96; this convention has influence in Israel: see the Providing Information concerning the Effect of Legislation on Children’s Rights Law, 5762-2002). This principle is sometimes given express constitutional expression (see s. 28(2) of the Constitution of South Africa: ‘A child’s best interests are of paramount importance in every matter concerning the child’). In Israel the principle of the best interests of the child are ‘a principle that is second to none’ (Justice M. Silberg in CA 209/54 Steiner v. Attorney-General [18], at p. 251). The remarks made by Justice M. Cheshin in one case are illuminating:

‘Who is greater than the Rishon LeZion, Rabbi Bakshi-Doron, the Chief Rabbi of Israel and the president of the Great Rabbinical Court, who wrote to the court in Barcelona an opinion on the question of a rebellious wife [quoting from the letter]:

“7. I should point out and emphasize: according to civil law and Jewish religious law in the State of Israel, questions concerning the rights of parents and their children are decided solely, without exception, in accordance with the principle of the best interests of the child, which serves as a supreme principle under Jewish religious law and the laws of the State of Israel, and is equally binding in all the religious and civil courts.”

If we add to these remarks, we will merely detract from them. Therefore we will not add to them’ (HCJ 4365/97 A v. Minister of Foreign Affairs [19], at para. 39).

This is the case in general. It is especially true of the Adoption Law (see the remarks of Justice D. Dorner in CA 3978/94 A v. B [20], at p. 144: ‘The principle of the best interests of the child has a supreme status: see s. 1(b) of the Adoption Law’). This is also the case when making the strict rules of competence to adopt more flexible by means of the provisions of s. 25 of the Adoption Law. Justice I. Englard wrote in CA 1165/01 A v. Attorney-General [1]:

‘The intention of the legislature was to make the general requirements flexible when it is in the best interests of the adoptee to do so and when there are special circumstances. I do not see any conflict in principle between availing ourselves of the possibilities of being flexible under s. 25 of the law and the basic requirements of adoption. A departure from the general requirements is conditional upon the existence of special circumstances and giving the reasons for this in the decision of the court. The decisive test is the best interests of the adoptee’ (ibid. [1], at p. 77).

Therefore, the ‘special circumstances’ must relate to the specific child with regard to whom an adoption order is being sought. The question is not whether there are ‘special circumstances’ for the adoption of a theoretical’ child; the question is whether there are ‘special circumstances’ for the adoption of the specific child who stands before the court. Within this framework, I accept that the circumstances should be ‘special.’ The ‘ordinary’ circumstances required for making an adoption order are insufficient. I discussed this in CA 1165/01 A v. Attorney-General [1], where I said:

‘The second condition is that there are “special circumstances” (the first part of s. 25). These circumstances also concern the best interests of the child but they provide additional requirements in addition to the general requirement provided in s. 1(b) of the law.’

Notwithstanding, the special circumstances always need to relate to the specific child and to his material and social world, and not to considerations that are foreign to this viewpoint.

Subjective purpose

20. My colleague Vice-President E. Mazza says, with regard to the subjective purpose (‘the intention of the legislator’) that:

‘… the recognition of the right of a single-sex couple to adopt a child was not even considered by the legislature’ (para. 17).

I am prepared to agree with this, even though we have no real information to support this and all that we have are assumptions and guesses. But the legal question is not what were the images that the Knesset members were thinking of when the law was enacted (the interpretive intention; the outcome intention; the practicable intention: see R. Dworkin, A Matter of Principle (1985), at p. 48; see also FH 36/84 Teichner v. Air France Airlines [21], at p. 619). The legal question is what is the abstract subjective purpose (‘the intention’) that was considered by the Knesset members when the law was enacted. I discussed this in one case, where I said:

‘The judge tries to ascertain from the legislative history the purpose of the legislation — he does not try to ascertain from it the interpretive outlooks of the Knesset members, and how they understood or interpreted a concept or expression or how they would resolve the legal problem that is before the judge’ (HCJ 142/89 Laor Movement v. Knesset Speaker [22], at p. 544; see also A. Barak, Purposive Interpretation in the Law (203), at p. 172).

Therefore the question that should be asked in the appeal before us is not whether the Knesset members that enacted the Adoption Law thought that there might be ‘special circumstances’ in which an adoption order would be made in favour of a single-sex partner. The question that should be asked in the case before us is what is the (general) purpose that the Knesset members sought to realize when they required ‘special circumstances.’ The answer to this is that they sought to make the strict provisions of the law more flexible, in order to realize the ‘best interests of the adoptee’ in special circumstances. This purpose can of course also be realized in a specific case by making an adoption order in favour of a same-sex partner, if the circumstances so justify, and if the circumstances that justify this are special ones. These determinations fall within the scope of the discretion given to the judge within the framework of s. 25 of the Adoption Law.

Objective purpose

21. The main reasoning of my colleague, Vice-President E. Mazza, is based on the objective purpose. From this he deduces that it was not the purpose of the Adoption Law to allow, by means of s. 25 of the Adoption Law, a recognition of the legal status of single-sex couples. According to my colleague’s approach:

‘… granting the application of the appellants will necessarily be interpreted — and in my opinion cannot but be interpreted — as recognizing the right of single-sex couples to adopt a child, or at least for one partner to adopt the children of the other’ (para. 19).

My colleague goes on to say that:

‘… we are not being asked to decide the individual case where there are “special circumstances” — in so far as the appellants purported to present their case — but a general category of cases that have similar circumstances’ (ibid.).

In my colleague’s opinion, this decision is not consistent with the objective purpose of the Adoption Law (ibid.). My colleague writes:

‘The principle of the separation of powers, and the special sensitivity of the issue brought before us, require us to act in this case with caution and restraint. In addition, according to first principles it is correct to allow the legislature to establish the primary arrangement on this subject’ (para. 11).

Later in his opinion my colleague Vice-President E. Mazza says:

‘… the question whether (and in what cases) we should recognize the right of single-sex couples to adopt a child is the concern of the legislature. The principle of the separation of powers, as well as the character and complexity of the subject, leads me to think that the court should refrain from creating and granting, by means of case law, a new legal status… there are cases, albeit rare ones, in which the court should refrain from deciding an issue that comes before it, and this should, because of its nature, be left to the legislature… the question of the recognition of the right of single-sex spouses to adopt a child is included among those matters that the court should leave to the legislature’ (para. 21).

I do not accept this approach of my colleague at all, and this is for four cumulative reasons.

22. First, we have not been asked to recognize the right of single-sex couples to adopt children in principle. In the appeal before us there is no argument that the appellants are competent to adopt two children jointly. The contrary has been expressly stated. Indeed, the application that was filed was the separate application of each of the appellants to adopt, as a single adopter, the child of the other. The relationship between the biological mother and the woman seeking to adopt her child is relevant before us only to the extent that it affects the best interests of the child or whether there are special circumstances that justify the adoption. The same problem would arise if the biological mother did not have parental capacity and the person seeking to adopt her child was a lesbian woman with no relationship between her and the biological mother. Would the claim that we are being asked to recognize in principle the right of same-sex couples to adopt children be raised in that case too? I think that the answer is no (see M. Strasser, ‘Adoption and the Best Interests of the Child: On the Use and Abuse of Studies,’ 38 New Eng. L. Rev. 629 (2004)). The sexual orientation of the person seeking to adopt should not be examined on a principled basis but on a case by case basis, to discover whether adoption by her is in the best interests of the adoptee and whether there are special circumstances for making an adoption order in favour of a single adopter. The same is true here. The intimate relationship between the biological mother and the person seeking to receive an adoption order in favour of a single adopter — the fact that they are a single-sex couple — is a fact that should be taken into account in the adoption of a single person. It is not a normative fact; it does not make an adoption by a single person into a joint adoption; it does not create a legal status that did not exist previously; it does not recognize a single-sex couple as ‘a man and his wife’; it does not involve any recognition of either of them as the ‘spouse’ of the other (within the meaning of these concepts in s. 3(1) of the Adoption Law). All that it involves is taking into account the personal details within the framework of an individual determination with regard to the best interests of the adoptee and with regard to the existence of special circumstances for making an adoption order for a single adoptive parent — not for making an adoption for a single-sex family. Of course, within the framework of this taking account of personal details, weight should be given to the nature of the family in which the child is living. The homosexuality of this family is an important fact that should not be ignored. Notwithstanding, taking this fact into account does not amount to a recognition of a new legal status.

23. It is clear and obvious that the Adoption Law limited the possibilities of ‘adoption by a single person.’ When a single adopter wishes to adopt the minor child of his same-sex partner, we assume that he does not fall within the scope of the rule provided in s. 3 of the Adoption Law. He must satisfy the requirements of s. 25 of the Adoption Law, i.e., that the adoption order is in the best interests of the child and there are special circumstances. The same is true in any other case of adoption by a single person, such as the adoption of a minor child by a publicly recognized partner in a heterosexual relationship. Even in such a case we assume that we are concerned with adoption by a single person, which requires the conditions provided in s. 25 of the Adoption Law to be satisfied. Indeed, the Adoption Law makes a clear distinction between the general approach to adoption by a single person and the exceptions thereto. Our assumption is that the case before us, as well as the cases of heterosexual publicly recognized partners, are exceptional cases. With regard to these cases, I wrote in CA 1165/01 A v. Attorney-General [1]:

‘One might ask the question: what is the difference between the case before us, where we are leaving the fundamental question of the status of publicly recognized couples open, and the case where we would positively determine that publicly recognized couples fall within the scope of s. 3 of the law? The answer is that were we to make such a determination, all that would remain would be to decide the question whether making an adoption order is in the best interests of the adoptee (s. 1(b) of the law). Now… we must also determine that in the case before us there are “special circumstances” as required in s. 25 of the law’ (ibid. [1], at p. 85).

It follows that I accept that in the Adoption Law in general, and in s. 25 of the Adoption Law in particular, there is no general principle that the best interests of the adoptee are sufficient for making an adoption order in favour of single-sex partners or heterosexual publicly recognized partners. All that the Adoption Law provides is that making an adoption order for an adoption by a single person and for an adoption within the framework of a single-sex couple or within the framework of publicly recognized partners in a heterosexual relationship requires two conditions: that it is in the best interests of the adoptee and that there are special circumstances. These conditions are not determined with a view to a hypothetical and abstract child. These conditions are determined with a view to the specific and particular child.

24. When considering the ‘special circumstances’ in the case of a specific and particular child, and when making an adoption order where such circumstances exist, there is no basis for adopting a principled position with regard to the status of single-sex couples as a rule, or with regard to the status of heterosexual publicly recognized couples in general. All that the court considers is the ‘specific’ circumstances of a specific child, while focusing on those circumstances that are ‘special.’ The fact that the biological parent and the person seeking to adopt are involved in a single-sex relationship or a heterosexual relationship is merely one of the circumstances in the complete picture. It is not an essential condition; it is not a sufficient condition; it is not a general condition. Everything depends upon the sum total of all the circumstances, and the nature of the relationship — homosexual or heterosexual — is one of those circumstances that should be taken into account. I cannot accept the approach of my colleague that if we recognize the existence of ‘special circumstances’ in the cases before us, this will amount to the ‘adoption of a principled position by the court with regard to the status of single-sex couples and the question of their right to adopt children’ (para. 19). Indeed, recognition of the existence of ‘special circumstances’ will need to take into account a whole range of circumstances, including the fact that the biological mother and the person seeking to adopt her child are a single-sex couple. Recognition of the existence of ‘special circumstances’ in a specific case does not involve the ‘adoption of a principled position by the court with regard to the status of single-sex couples and the question of their right to adopt children,’ just as refusing recognition in a specific case does not involve the adoption of a contrary principled position. We are not concerned, in the context of s. 25 of the Adoption Law, with principled positions; we are not concerned with the principled question of the right to adopt children. We are concerned, in the context of s. 25 of the Adoption Law, with a specific case; we are concerned with the competence of specific single adopters to adopt specific children.

25. In CA 1165/01 A v. Attorney-General [1], my colleague Justice M. Cheshin addressed the argument of the Attorney-General that there was a concern that a decision in favour of the appellant in that case (the heterosexual publicly recognized partner) would lead — almost automatically — to adoption by single-sex couples, which is an adoption that, in the opinion of the Attorney-General, is undesirable. Justice M. Cheshin rejected this argument. My colleague wrote:

‘This argument is unfounded, if only for the reason that the conflicting interests in a situation involving a single-sex couple… are different from the conflicting interests in the case before us. As we have said more than once, in every case and in every matter we are obliged to examine the strength of the relevant interests, and the decision in one case cannot affect the decision in another case. Each case involves different interests, and our case is not like the case of a single-sex couple (without our expressing any opinion on that issue). There are interests of the individual and there are interests of the public, and each case is unique. We will not say — we are not permitted to say — that whoever regards himself as needing to adopt should be allowed to adopt even if he does not satisfy the conditions of s. 3(2) of the Adoption Law. As the law says in the first part of s. 25, the best interests of the adoptee are paramount, but they are not sufficient in themselves; there is an additional need for special circumstances and reasons that the court will state in its decision. Each case should be considered on its merits and every interest should be examined to determine its importance’ (ibid. [1], at p. 82).

I agree with these remarks. ‘Each case should be considered on its merits and every interest should be examined to determine its importance.’ When we examine the case of the appellants, and when judicial discretion is exercised to determine whether on the basis of all of the evidence the conditions of s. 25 of the Adoption Law are satisfied, we should also examine the fact that we are concerned with a single-sex couple. We cannot say, ab initio and a priori, that the homosexuality of the biological mother and the single adopter prevents, in all cases, the existence of the special circumstances; in the same degree, it cannot be said that it satisfies, in all cases, the existence of the special circumstances. Each case should be considered on its merits, and every interest should be examined to determine its importance. In all cases we should consider the ‘circumstances,’ and we should not exclude from the scope of the ‘special circumstances’ a whole category of cases where there is a homosexual relationship between the biological parent and the person seeking to adopt.

26. Second, my colleague’s approach that we should not act within the framework of s. 25 of the Adoption Law, because applying it would amount to recognition of a new legal status that has not yet been recognized, was expressly rejected by this court in CA 1165/01 A v. Attorney-General [1]. It will be recalled that in that case the Attorney-General argued that the court should not apply s. 25 of the Adoption Law since the legal status of publicly recognized partners would thereby be recognized. In rejecting this argument, Justice Englard wrote:

‘And if someone were to argue that the adoption under discussion involves an undermining of the institution of marriage because it extends the recognition of the status of a publicly recognized partner by considering her as if she were married, it would appear that this is not the case, since an absolute condition in s. 3(2) of the law is that the single adoptive parent is unmarried. Were he considered to be married, s. 3(1) of the law would apply. It follows that the reliance on s. 3(2) of the law involves a determination that the adoptive parent is not considered a married person. It follows that the aforesaid concern — even for someone who has such a concern — does not exist in the circumstances of the case before us’ (ibid. [1], at p. 77).

The same applies in our case. We are not determining a rule that a single-sex couple constitutes ‘a man and his wife together’; we are not being asked to make a joint adoption order. We are concerned with an adoption by someone who is not married. Recognition thereof in the specific case before us does not involve any fundamental recognition of the right of single-sex couples to adopt a child; it also does not involve a recognition that each member of a single-sex couple is the ‘spouse’ of the other for the purposes of s. 3(1) of the Adoption Law. Our judgment does not contain any determination, implication or hint of status. Justice I. Englard further says:

‘I see no basis in the law for preventing this woman from relying on the alternative path found in the provisions of s. 3(2) of the law, in combination with the provisions of s. 25 of the law, where the fulfilment of the conditions required therein is proved. In other words, I see no basis in the law that justifies discriminating against this woman and punishing her merely because she lives together with the father of the girl. The decisive test is, as aforesaid, the best interests of the adoptee, in all its aspects’ (ibid. [1]).

The same is true here, if we adapt the remarks of Justice I. Englard to the case before us. I see no basis in the law for preventing the single-sex partner of the biological mother from relying on the alternative method found in the provisions of s. 3(2) of the law, in combination with the provisions of s. 25 of the law, where she proves that the conditions required therein are satisfied. In other words, I see no basis in the law that justifies discriminating against this woman and punishing her merely because she lives together with the child’s mother. Similarly, I see no basis in the law that justifies discriminating against the child and punishing him merely because of the lifestyle of his mother. The decisive test is, as aforesaid, whether the adoption if in the best interests of the adoptee, in all its aspects, and whether there are special circumstances. And if someone were to argue that the adoption under discussion involves an undermining of the institution of marriage because it extends the recognition of the status of publicly recognized partners of the same sex as if they were married, it would appear that this is not the case, since an absolute condition in s. 3(2) of the law is that the single adopter is unmarried.

27. My colleague, Justice M. Cheshin, adopted a similar approach in CA 1165/01 A v. Attorney-General [1], where he said:

‘We are speaking solely with regard to the circumstances of the case before us, and therefore we should reject the Attorney-General’s argument that the decision that we are making is tantamount to our attributing to the legislature the recognition of “publicly recognized partners.” It is nothing of the kind.

We are not speaking of rules or principles in the law; we are speaking of persons of flesh and blood, of persons in pain, of living and breathing persons who come before us for judgment’ (ibid. [1], at p. 80).

The same is true of our case. We are speaking solely of the circumstances of the case before us. We do not attribute to the legislature the recognition of single-sex couples. We are not speaking of rules or principles in the law; we are speaking of persons of flesh and blood, of persons in pain, of living and breathing persons who come before us for judgment.

28. This determination should not be regarded lightly. In a long line of cases this court has repeatedly held that the situation of ‘publicly recognized partners’ does not create a new legal status (see CA 2000/97 Lindorn v. Karnit, Road Accident Victims Fund [23], at p. 35). It was argued that recognizing an adoption by a publicly recognized partner who adopted the daughter of her publicly recognized partner would give a legal status to publicly recognized partners. The argument was rejected, and rightly so. The same argument is raised before us with regard to publicly recognized partners of the same sex. Here too the argument should be rejected, for the same reasons.

29. Third, I accept my colleague’s approach that in principle the recognition of a new legal status — whether it is a status of civil marriage or a status of a single-sex family — should be the concern of the legislature and not of the court. My approach in this matter is derived from my fundamental outlook that:

‘As a rule, a judge should not regard himself as the standard bearer for a new social consensus. He should give expression to basic values that are recognized in his society, and not create them’ (A. Barak, A Judge in a Democracy (2004), at p. 47).

This outlook is of a principled character. Within its framework, there is a basis for recognizing exceptions that are required in order to ‘discover what is principled and fundamental, while rejecting what is temporary and fleeting’ (HCJ 693/91 Efrat v. Director of Population Register, Ministry of Interior [24], at p. 780). Indeed —

‘The social consensus within which the judge should operate is a consensus based on the fundamental values of society. This is the consensus to the principle of democracy. The judge should not operate within the framework of a social consensus that reflects passing trends. The judge should operate within the framework of what is central and fundamental. He should refrain from operating within the framework of what is temporary and fleeting. When society is not true to itself, the judge is not liable to give expression to passing trends. He should oppose them. He should give expression to the social consensus that reflects the basic principles and the credo of the society in which he lives and operates’ (ibid. [24], at p. 149).

30. In the appeal before us we are not required to examine whether this approach is proper or not, and we can leave this undecided. The reason for this is that in the appeal before us we are not called upon to recognize a new legal status; we are not required to recognize a legal status of a single-sex family; we are not required to depart from the social consensus. All we called upon to do in the appeal before us is to give expression to the social consensus that reflects our basic values according to which an adoption order will only be made if it is in the best interests of the adoptee. This is the sole fundamental aspect that arises in the appeal before us, and it lies entirely within the framework of the social consensus in Israel. Indeed, if the legislature is of the opinion that the principle of ‘the best interests of the adoptee’ should not apply with regard to a single-sex family, it should say so, and we will be required to examine whether this statement is constitutional (cf. Du Toit v. Minister of Welfare and Population Development [45]; Re K and B [41]; Fretté v. France [43], which concern the question of the harm to constitutional values such as human dignity and the right to equality). This is the proper judicial approach. It was expressed by Lord Weir in Re AMT [44], where he wrote:

‘… Views on this type of adoption application no doubt differ, but I am firmly of opinion that on a question of this kind it is for Parliament and not for judges (who would after all be at risk of expressing an individual preference) to pronounce a verdict. If it is the wish of the legislature that adoption by homosexuals should be barred, then that is a matter for Parliament, but as far as the court is concerned the provisions of the Act of 1978 have to be followed and under present law no such prohibition exists. The court must therefore proceed on a case-by-case basis. In doing so, the court proceeds under the very clear guidance of section 6 of the Act of 1978 which requires it, in reaching any decision, to have regard to all the circumstances, first consideration being given to the need to safeguard and promote the welfare of the child throughout his childhood. Among the circumstances to which regard must be had will be the suitability or otherwise for one reason or another of the adoptive parent or parents and in that connection no hard and fast rules can be laid down’ (ibid. [44], at p. 14).

A similar approach was adopted by Justice Singer in Re W (a minor) [42]. In that case, the natural parents refused to consent to their child being adopted by a single adopter. According to the relevant law, it was possible to declare the child adoptable if the refusal of the parents was unreasonable and it was possible to give him over for adoption to a single adopter if this was in the best interests of the child. It was argued, inter alia, that the refusal was reasonable because the person seeking to adopt was a single homosexual person in a homosexual relationship with a partner. The court rejected this argument. The judge wrote:

‘This spectrum of approach over a relatively short span of years warns me clearly how unruly is the horse of public policy which I am asked to mount, and upon what shifting sands I would be riding if I did so. I have formed the firm conclusion not only that the Act cannot be construed in so restricted and discriminatory a fashion as is proposed, but also that public policy considerations should not fall within the province of judges to define within this sphere. If there is to be a line drawn as a matter of policy to prevent homosexual cohabiting couples or single persons with homosexual orientation applying to adopt, then it is for Parliament so to conclude and with clarity to enact. But at the moment the 1976 Act is drawn in words so wide as to cover all these categories. If that conceals a gap in the intended construction of the act then it is for Parliament and not the courts to close it’ (ibid. [42], at pp. 625-626).

Many of the courts that have dealt with this question have adopted a similar approach. Naturally, the problem does not arise if statute expressly provides that adoption should not be allowed in the case of a single-sex couple (such as in the State of Florida in the United States, which is the only state in the United States that has this practice). Similarly, the problem before us would not arise if statute expressly provides that the sexual orientation of the person seeking to adopt is of no relevance (as was provided recently in England: see ss. 49, 50 and 144(4) of the Adoption and Children Act 2002) (see C. Bridge and H. Swindells, Adoption: The Modern Law (2003), at pp. 98, 195). The interpretive question before us arises in those states such as Israel where the adoption law can be interpreted as allowing, in certain conditions, an adoption in the case of a single adopter in a single-sex couple. In the situations the courts were, of course, aware of the outlooks that prevail among the public. It was also argued before them that adoption within the framework of a single-sex couple would be interpreted as adopting a principled position on the part of the courts with regard to the status of single-sex couples. Notwithstanding, they were not influenced by these arguments, and they directed their attention to the supreme principle of the best interests of the child. Thus it was held in the Supreme Court of the State of Vermont (per Justice Johnson) in Adoption of B.L.V.B. and E.L.V.B. [34], at p. 1276:

‘… our paramount concern should be with the effect of our laws on the reality of children’s lives. It is not the courts that have engendered the diverse composition of today’s families. It is the advancement of reproductive technologies and society’s recognition of alternative lifestyles that have produced families in which a biological, and therefore a legal, connection is no longer the sole organizing principle. But it is the courts that are required to define, declare and protect the rights of children raised in these families, usually upon their dissolution. At that point, courts are left to vindicate the public interest in the children’s financial support and emotional well-being.’

In that case it was held — on the basis of the factual basis presented in the trial court and the extensive literature brought before the court — that the interests of the children justified making an adoption order. In other cases, the result could be different. The approach must be a pragmatic, not a principled one. We are not concerned with a single-sex family that is seeking the state’s recognition by means of the adoption order. We are concerned with a child who is seeking recognition of his interest by means of an adoption order in favour of a single adopter who constitutes a part of a single-sex family. The remarks of Justice S. Rotlevy, who was in the minority in the judgment of the District Court, are illuminating:

‘I am not required to decide the question of giving a licence for a single-sex marriage; I must decide how to find a just solution for the three children, who have no alternative of another family unit other than the family unit into which they were born and in which they are living… By making an adoption order in the circumstances of the case before us, the court has absolutely no need to consider the question whether the single-sex relationship is desirable or undesirable. By making an adoption order in the circumstances of the case before us, the court merely gives legal validity to the parental relationship and closeness that exists between them’ (paras. 4.11 and 7.2 of the opinion).

31. Fourth, my colleague’s position denies each of the appellants in principle the competence to adopt as a single person the child of the other merely because the relationship between them is a homosexual one. Thereby the court adopts a principled position in a matter that my colleague himself thinks should be left to the legislature. Indeed, my colleague’s position is that ‘the question whether (and in what cases) we should recognize the right of single-sex couples to adopt a child is the concern of the legislature’ (para. 21). If so, why does my colleague decide this question? Why does he deny the application of the appellants without considering it on its merits, merely because of the principled position that he himself says the court ought not to adopt? Indeed, this is the difference between my colleague’s approach and my approach. Whereas my colleague bases his determination on a principled basis, which rejects adoption by a single person where the adoptive parent is engaged in a single-sex relationship with the natural parent, my approach distances itself from any such principled value-based determination. The only principled value-based determination is the best interests of the adoptee, which is made while examining whether there are special circumstances. The homosexual relationship is also taken into account, not as a principled value-based factor that rules out competence to adopt, but as an objective factual criterion for determining the best interests of the adoptee and the existence of special circumstances in each specific case. The proper interpretive approach is therefore ‘internal’ and not external.

32. In the absence of the facts, I do not intend to adopt a position even with regard to whether the condition of ‘special circumstances’ provided in s. 25 of the Adoption Law is satisfied in the case before us. I will merely point out that it should not be assumed that the condition of ‘the best interests of the adoptee’ is identical with the condition of ‘special circumstances.’ The best interests of the adoptee is the rule. The special circumstances indicate, within this rule, those cases that justify the making of an adoption order in accordance with the exceptional conditions of s. 25. These circumstances may be of different kinds. In our case, it can be assumed that they will include, inter alia, the existence of a current relationship between the adopter and the adoptee, the period of time during which this relationship has continued and the strength of the relationship. My colleague, Justice D. Beinisch, addressed this issue in the context of s. 25(1) of the Adoption Law, and her remarks are also pertinent to our case:

‘Indeed, the test whether there is a parent-child relationship should lie at the heart of the discretion of the court in Israel when it considers whether, in the case before it, there are special circumstances within the meaning of that term in s. 25 of the Adoption of Children Law’ (CA 1165/01 A v. Attorney-General [1], at p. 181, and also at pp. 182-183).

In this general category weight may also be attributed to the legal status that has already been given to the relationship, in the context of the law of guardianship. These and other circumstances may, when taken together, be considered sufficiently ‘special’ that they justify adoption under s. 25.

Individual internal interpretation

33. The proper approach, in my opinion, is an interpretive approach that is an individual internal one. Because it is internal, it is made in its entirety within the framework of s. 25 of the Adoption Law. Because it is individual, it examines the competence of the single adopter before the court and the best interests of the adoptee before the court, and the existence or absence of special circumstances for recognizing the competence of the person applying for adoption. The examination is a holistic one. Every aspect of the best interests of the child is taken into account. His best interests are examined with regard to the continuity of his life, in the present and the future. Within this framework, we should also take into account the fact that the person applying to adopt the child and the mother of the child are involved in a homosexual relationship. What is the relevance of this fact?

34. There are some who think that this fact is of no relevance to the best interests of the adoptee. According to this approach to the best interests of the adoptee, there is no difference between a heterosexual single adopter and a homosexual single adopter, and a homosexual relationship is the same as a heterosexual relationship. This approach is based on extensive scientific literature which has examined the best interests of adopted children who live with homosexual adoptive parents and compared it with the best interests of adopted children who live with heterosexual adoptive parents (married or unmarried). This literature examines the various claims made against adoption within the framework of a single-sex couple, one by one, and rejects them as being based on prejudices and stereotypes and as having no scientific basis. The position of the American Psychological Association in 1995 is characteristic in this regard:

‘Not a single study has found children of gay and lesbian parents to be disadvantaged in any significant respect relative to children of heterosexual parents’ (C.J. Patterson, ‘Lesbian and Gay Parents and their Children: Summary of Research Findings,’ in: American Psychological Association, Lesbian and Gay Parenting, APA Online, 1995, at p. 15).

A similar statement was published by the Canadian Psychological Association in 2003 (see Canadian Psychological Association, Press Release: Gays and Lesbians Make Bad Parents: There is No Basis in the Scientific Literature for this Perception, 6 August 2003).[1] Similar findings were also included in a report of the American Academy of Pediatrics:

‘… the weight of evidence gathered during several decades using diverse samples and methodologies is persuasive in demonstrating that there is no systematic difference between gay and nongay parents in emotional health, parenting skills, and attitudes toward parenting. No data have pointed to any risk to children as a result of growing up in a family with one or more gay parents’ (E.C. Perrin and Committee on Psychosocial Aspects of Child and Family Health, ‘Technical Report: Coparent or Second-Parent Adoption by Same-sex Parents,’ 109 Pediatrics (no. 2) 341 (2002)).

This approach is a consistent one that appears in a long line of research in various countries. The following is a sample list: Herek, ‘Myths About Sexual Orientation: A Lawyer’s Guide to Social Science Research,’ 1 Law and Sexuality 133 (1991); C.J. Patterson, ‘Adoption of Minor Children by Lesbian and Gay Adults: A Social Science Perspective,’ 2 Duke Journal of Gender Law and Policy (vol. 1) 191; M.S. Peltz, ‘Second-Parent Adoption: Overcoming Barriers to Lesbian Family Rights,’ 3 Mich J. Gender & L. 175 (1995); J.F. Davies, ‘Note, Two Moms and a Baby: Protecting the Nontraditional Family through Second Parent Adoptions,’ 29 New Eng. L. Rev. 1055 (1995); W.E. Adams, ‘Whose Family is it Anyway? The Continuing Struggle for Lesbians and Gay Men Seeking to Adopt Children,’ 30 New Eng. L. Rev. 579 (1996); K.M. Eichinger-Swainston, ‘Fox v. Fox: Redefining the Best Interest of the Child Standard for Lesbian Mothers and Their Families,’ 32 Tulsa L. J. 57 (1996); P.F. Strasser, “Legislative Presumptions and Judicial Assumptions: On Parenting, Adoption, and the Best Interest of the Child,’ 45 Kan. L. Rev. 49 (1996); F.L. Tasker and S. Golombok, Growing Up in a Lesbian Family : Effects on Child Development (1997); C.J. Patterson, ‘Children of Lesbian and Gay Parents,’ in T. H. Ollendick and R.J. Prinz (eds.), Advances in Clinical Child Psychology 235 (1997); S. Golombok, ‘Lesbian Mother Families,’ in A. Bainham, S. Day Sclater and M. Richards, What is a Parent? A Socio-Legal Analysis, at p. 163 (1999); J. Millbank, ‘If Australian Law Opened its Eyes to Lesbian and Gay Families, What Would it See?’ 12 Aus. J. Fam. Law 99 (1998). This approach has also been expressed in professional literature in Israel: see H. Goldschmidt, ‘The Chequered Identity Card of an Israeli Family — Legal Ramifications of Case Law concerning Adoption by a Single-Sex Couple,’ 7 HaMishpat (The Law) 217 (2002).

35. There is also another approach, according to which the case of a child adopted by a homosexual single adopter is different from that of one adopted by a heterosexual single adopter. This approach criticizes the various research works and indicates the flaws in them (see L.D. Wardle, ‘The Potential Impact of Homosexual Parenting on Children,’ 1997 U. Ill. L. Rev. 833; L.D. Wardle, ‘Fighting With Phantoms: A Reply to Warring With Wardle,’ 1998 U. Ill. L. Rev. 629; J. Stacey and T.J. Biblarz, ‘(How) Does the Sexual Orientation of Parents Matter,’ 66 Am. Soc. Rev. (no. 2) 159 (2001); W.L. Pierce, ‘In Defense of the Argument that Marriage Should be a Rebuttable Presumption in Government Adoption Policy,’ 5 J. L. Fam Stud. 239 (2003); L.M. Kohm, ‘Moral Realism and the Adoption of Children by Homosexuals,’ 38 New Eng. L. Rev. 643 (2004); L.D. Wardle, ‘Considering the Impacts on Children and Society of “Lesbigay” Parenting”, 23 Quinnipiac L. Rev. 541 (2004)).

36. We are not required, nor are we able, to decide at this stage between the various approaches. The decision should be made, first and foremost, in the Family Court. It is before the Family Court that expert testimonies should be presented and the various research submitted (see M. Gallagher and J.K. Baker, “Do Moms and Dads Matter? Evidence From the Social Sciences on Family Structure and the Best Interest of the Child,’ 4 Margins 161 (2004). These works of research should provide a clear picture, in so far as possible, as to how the homosexual relationship between the biological mother and her life partner who wishes to adopt the child affects the child being adopted. It will also be appropriate to examine the attitude of the society in which the child lives on this relationship. I am not at all sure that the description of my colleague, Vice-President E. Mazza, in this regard — which is not based on a factual basis that was presented to us — reflects Israeli reality. The Family Court will also examine the question whether the attitude of society is capable of influencing the best interests of the child in the future. Is there a better alternative? Will the position of the child (in the present and in the future) be better or worse if the adoption is not recognized? These questions and many others should be presented before the Family Court. We should remember that the real question that the court will be required to decide is whether the given lifestyle of the appellants and their children will continue with an adoption order or without one. The Family Court will place these facts together with all the facts before it with regard to ‘the best interests of the adoptee.’ On the basis of all of the material before it, the Family Court will reach a conclusion as to the best interests of the children in the case before us, and whether there are ‘special circumstances.’ It will be a decision that concerns these children and their environment. If the matter comes before us in an appeal, we too will decide it. Our decision will of course affect subsequent cases. There will be no further need to refer to the old literature. There will, of course, be a basis for revising it. This is how matters have developed in other legal systems. The court proceeds from one specific case to another (see Matter of Evan [35]; Adoption of B.L.V.B. [34]; Adoption of Tammy [36]; Adoption of Child by J.M.G. [37]; In the Matter of Jacob, an Infant [38]; Re K and B [41]; In Re Adoption of M.M.G.C. [39]; In Re Adoption of Infant K.S.P. & J.P. [40]). This should also be the solution in the case before us.

Other matters

37. Before I end my opinion, I would like to comment on four issues: first, I accept the approach of my colleague, Vice-President E. Mazza, that there is no real reason, in the special circumstances of the case, not to publish the names of the appellants. In ordinary circumstances, this question should have been left to the decision of the Family Court, which would be based on a specific consideration of the best interests of the children. But in our case we are speaking of a joint lifestyle that has existed for a very long time, and it practice it is known to everyone in the environment of the appellants and their children. In such circumstances, there is no longer any need to restrict the publication.

38. Second, s. 25 of the Adoption Law discusses, in so far as it concerns appeals before us, a departure from the provisions set out in s. 3 of the Adoption Law with regard to the making of an adoption order. It is clear that nothing in this provision is capable of influencing the question whether the child is adoptable. This question is determined in accordance with the usual rules, which involve the consent of the biological parents (ss. 8 and 10 of the Adoption Law) or the existence of one of the conditions provided in s. 13 of the Adoption Law (see the remarks of my colleague, Justice D. Beinisch, in CA 1165/01 A v. Attorney-General [1], at p. 186 (‘When s. 25(1) made it possible to depart from the conditions provided in the Adoption Law, it contained no provision according to which the proceeding can be exempted from the provisions of s. 8(a) or the provisions of s. 13 of the law’)). Only when it becomes clear that the child is adoptable, and the hearing passes on to the stage of making an adoption order, does the question underlying the appeal before us arise. This situation gives rise to practical difficulties, which my colleague Justice D. Beinisch discussed in CA 1165/01 A v. Attorney-General [1]. These difficulties arise in all the cases where the court is asked to apply s. 25 of the Adoption Law, and these are not limited to the case before us. Thus, for example, the question arises as to whether the proceeding under s. 25 of the Adoption Law will precede or follow the declaration that the child is adoptable. Is it possible to merge it — in a case where the mother consents to adoption by her partner and where the mother became fertile as a result of sperm from an anonymous donor — between the stage under s. 25 of the Adoption Law and the stage concerning the making of the adoption order? These and other questions require a solution, and the legislature should address them.

39. Third, in the normal situation, the adoption order ‘terminates the duties and rights between the adoptee and his parents’ (s. 16 of the Adoption Law). Obviously, there is no basis for applying this provision where the biological mother agrees that her child should be adopted by someone who lives together with her. How is this solution achieved? In this matter too we have no need to make a decision. It is possible that in such a case the provisions of s. 16 of the Adoption Law, in so far as the natural mother is concerned, do not apply. It is possible that there is a need for a specific determination by the judge making the adoption order that its consequences do not apply to the biological mother (as stated in s. 16(1) of the Adoption Law). An express legislative arrangement is also desirable in this regard. The absence of such an arrangement has caused major difficulties in several states in the United States. The difficulties should be prevented by means of an express provision in this regard.

40. Fourth, in CA 1165/01 A v. Attorney-General [1] I wrote:

‘The time has come to amend the law — as well as other laws — and instead of “static” provisions that relate to a man and his wife, or spouses, there should be “dynamic” provisions that concern the objective circumstances that justify granting the right or the duty provided in the law… A real solution should be provided for a real problem, by circumventing ideological problems that are a subject of serious dispute and that have nothing whatsoever to do with the practical needs of “living and breathing” persons (to use the expression of my colleague Justice M. Cheshin)’ (ibid. [1], at p. 85).

Let us hope that the Knesset will adopt this recommendation.

The result is that the appeal should be allowed; the judgments of the Family Court and the District Court are set aside; the case shall be returned to the Family Court, which shall decide it in accordance with what is stated in our judgment. The respondent shall be liable for the appellants’ expenses in a total amount of NIS 20,000.

 

 

Justice M. Naor

I agree with the opinion of my colleague President A. Barak.

 

 

Justice E. Rivlin

I agree with the opinion of my colleague President A. Barak.

 

 

Justice M. Cheshin

A woman, whom we shall call A, is a mother to two boys, and no one knows who is their father. Another woman, whom we shall call B, is a mother to a boy, and no one knows who is his father. A and B live together as a couple, and the five of them — A, B and the three boys — live as one family. Each of the three children regards both A and B as a mother to him. The three boys each have two mothers. A and B are each applying to adopt the children of the other, and the application of each of them is made with the knowledge and the consent of the other. Assuming that all the other necessary preconditions are satisfied, is A competent, under the law, to adopt B’s son, and is B competent to adopt A’s sons? This is the question that has come before us for a decision.

2.    I have before me the opinions of my colleagues, Vice-President Mazza and President Barak, and they are diametrically opposed. The Vice-President utterly rejects a possibility that A can adopt B’s son as her own and that B can adopt A’s sons as her own. By contrast, the President is not prepared to deny the appellants’ application in limine and he does not rule out the possibility of an adoption by A and B. On the contrary, he is of the opinion that there is nothing in principle to prevent the adoption applications from being granted, and he wishes to postpone the decision on the merits of the applications filed by A and B until a thorough examination has been made by the court. I will confess, without shame, that in this case my thoughts have wavered, from one extreme to the other, in a way that has not happened for a long time. This is not to be wondered at. The law that we are struggling to interpret is a short law; it is of insufficient dimensions to contain the emotional burden and the turbulent emotions involved in this case. When the law under discussion was enacted, the legislature never imagined that a day would come when society would need to contend with problems like the problem that is now before us. But the day has come. The result is therefore that, without intending to do so — literally without realizing it — the legislature has imposed upon us an interpretive task that is very close to legislation. And we are not permitted to shirk our duty to hear, consider and make a decision.

The issue

3.    The relevant question is whether A and B, who are before us, are each ‘competent’ to adopt each other’s sons. Like my colleagues before me, I too will begin with the provisions of the relevant law, which are the provisions of ss. 3 and 25 of the Adoption of Children Law, 5741-1981 (the law or the Adoption Law). The law, in these provisions, tells us the following:

‘Competence of the adopter

3.  Adoption may only be done by a man and his wife together; but the court may give an adoption order to a single adopter —

 

(1) If his spouse is the parent of the adoptee or adopted him previously;

 

(2) If the parents of the adoptee died and the adopter is one of the relations of the adoptee and is unmarried.’

 

‘Power to depart from conditions

25. If the court finds that it is in the best interests of the adoptee, it may, in special circumstances and for reasons that it shall state in its decision, depart from the following conditions:

 

(1) …

 

(2) The death of the adoptee’s parents and the relationship of the adopter under section 3(2);

 

(3) …’

It is unnecessary to mention the provisions of s. 1(b) of the Adoption Law, but we will mention them nonetheless. This is the provision that lies at the heart of all the provisions of the law, and this is the provision that accompanies us wherever we turn in matters of adoption:

‘Adoption order

1.  (a) …

(b) An adoption order and any other decision under this law shall be made if the court finds that they are in the best interests of the adoptee.’

Two preliminary remarks

4.    Before we become engrossed in the case before us, I would like to make two remarks, and these will accompany us continually upon our path. These remarks are not restricted to the question of adoption, but I think that in our present case they have special importance. We discussed these matters in CA 1165/01 A v. Attorney-General [1] — a case that also concerned adoption — and now we will add somewhat to the remarks we made there.

5.    We are concerned with interpreting and determining the scope of various provisions of statute in the Adoption Law, and the relationship between those provisions inter se. With regard to this task of ours we say that when we are about to interpret a certain provision of statute, we must exercise — already at the beginning of the interpretive voyage — a special strength indicator, to measure the strength of the interest inherent in that provision. This strength indicator will serve as an essential tool for examining and interpreting provisions of statute, especially when two provisions of statute find themselves, in specific circumstances, upon a collision course. The importance of this strength indicator is incalculable, and without it we are likely to lose our way. In CA 1165/01 A v. Attorney-General [1], at pp. 78-79, we spoke of strict and semi-strict provisions of the Adoption Law, and this classification is merely one of the aspects of the question of strength.

6.    Moreover, there are three main interested parties in every adoption case: the biological parents (or one of them); the parents or the individual who are intended to be the adoptive parents; and the third, who is really the first and most important, the child who is intended to be adopted. In every decision required under the Adoption Law — including interim decisions — one or more of these interested parties are involved, directly or indirectly; and in each case we are required to identify, first and foremost, the interested parties involved, to identify the interests that they represent, and to discover the strength of each of the interests that are contending with one other and vying for supremacy. See also CA 1165/01 A v. Attorney-General [1], at pp. 80-81. A good example of the conflicting interests can be found in the question of the parental capacity of the biological parents in the interpretation of the provisions of s. 13(7) of the Adoption Law, as is well known. It need not be said that the law is also a main interested party in addition to the three other interested parties.

7.    Against the background of these general remarks, let us look closer at the provisions of statute that are relevant to this case.

The rule and the exceptions thereto

8.    There are three provisions that are relevant to the present case: the first part of s. 3 of the law; the exception thereto in s. 3(2); and the exception to the exception in s. 25(2) — the primary, secondary and tertiary provisions, respectively. In the primary provision, the law declares its credo in matters of adoption, and this is the general norm that governs matters of the ‘competence of the adopter.’ If this is the strength of the primary provision, the secondary and tertiary provisions — each in its own sphere — are stronger than the primary provision; they are stronger and have greater power than the primary provision. And the tertiary provision is stronger and has a greater impact — in its own sphere — than the secondary provision. Indeed, this is the nature of an exception, that in its own sphere its strength and weight are greater than the strength and weight of the rule to which it is an exception. For the exception — as its name and character imply — is intended to give expression to what is different, special, exceptional, and such cases are more focused and starker than the cases of persons who are not special or different. We said of this in CA 1165/01 A v. Attorney-General [1], at p. 79:

‘A law in intended for the commonplace, the ordinary, the average; and the need for flexibility is required in consequence, even if it is only in order not to trample the minority and the exceptional case… A rule that is based on the ordinary and the average is, by its very nature, likely to cause an injustice to someone who is neither ordinary nor average. This is why flexibility is required to adapt the rules — which were originally created for the ordinary and the average — to someone who is neither ordinary nor average.’

9.    The primary provision informs us of the rule: ‘Adoption may only be done by a man and his wife together.’ Adoption, as a rule, is therefore done by a married couple. The purpose of this provisions of statute is obvious. In principle, the law wishes to give the intended adoptee a family in place of the one he never had; and a family is — according to the model stated in the law — a mother and father married to one another, together with their children. The law seeks to create for the intended adoptee a life that he has never had; just as a child usually has a mother and a father, so too will the intended adoptee have a mother and a father, a family. It is in the best interests of the child to receive what he has not received in the natural way. The law seeks to imitate nature and replace it. Thus we see that the best interests of the adoptee are the backbone of the provisions of the first part of s. 3 of the law. Indeed, all the provisions of the Adoption Law are steeped and immersed in the best interests of the adoptee, but many provisions of the law also involve the interests of others, such as the interests of the biological parents. Unlike those provisions, the provisions of the first part of s. 3 of the law are concerned mainly with the best interests of the child, but we will not ignore the provisions of the law that the adoptive parents are specifically required to be a couple married to one another.

10. Now that we know that the interests of the intended adoptee are what breathe life into the provisions of the first part of s. 3 of the law, it is only natural that we turn to the exception to the rule. If the best interests of the child are what dictates adoption to be specifically ‘by a man and his wife together,’ we inherently know that where the best interests of the child require otherwise, the law will recommend adoption that is not necessarily by a man and his wife together. Indeed, this is what led to the provisions of s. 3(2) of the law — alongside the provisions of s. 3(1) — according to which the court may make an adoption order in favour of a single adopter:

‘… If the parents of the adoptee died and the adopter is one of the relations of the adoptee and is unmarried.’

Let us note that here, when determining the scope of the exception, the law provides what appear to be strict formal frameworks for the best interests of the intended adoptee. In other words, we are not speaking of the best interests of the child in a general sense as a guideline for making an adoption order in favour of a single adopter; the best interests of the child interest must find their place within the frameworks that the law provided, by satisfying (seemingly) strict preconditions, all of which as set out in s. 3(2).

11. The provisions of s. 3(2) of the law provide that three cumulative conditions should be satisfied before applying the exception that allows an adoption order to be made in favour of a single adopter: the adoptee’s parents are dead; the adoptive parent is one of the relations of the adoptee; the adoptive parent is unmarried. If all three of these conditions are satisfied, the court may make an adoption order in favour of a single adoptive parent. If only one of these three conditions is not satisfied, the exception does not apply. Each of the three conditions has its own logic, and the best interests of the adoptee are what dictate it. At the same time, we agree — for how could we do otherwise — that the legal framework created by the legislature for the best interests of the adoptee is prima facie a strict framework. The best interests of the adoptee underwent a process of crystallization in the provisions of s. 3(2) of the law, and in consequence the substantive element — the best interests of the child in themselves — cannot be applied other than within the frameworks provided. The dictates of the legislature are binding.

Until now we have been speaking of the secondary provision. Now let us turn to the tertiary provision, the exception to the exception to the provision requiring ‘a man and his wife together.’

12. The tertiary provision is the one in s. 25(2) of the law, according to which —

‘Power to depart from conditions

25. If the court finds that it is in the best interests of the adoptee, it may, in special circumstances and for reasons that it shall state in its decision, depart from the following conditions:

 

(1) …

 

(2) The death of the adoptee’s parents and the relationship of the adopter under section 3(2);

We see from this that where the court finds that ‘it is in the best interests of the adoptee, it may, in special circumstances and for reasons that it shall state in its decision,’ depart from the provisions of s. 3(2) of the law, and waive the condition of the death of the adoptee’s parents and the condition of the family relationship between the adopter and the intended adoptee. We should note that it is possible to waive only two of the three conditions listed in the provisions of s. 3(2) of the law. The third condition — the condition that the intended adoptee is ‘unmarried’ — remains unchanged. In our case, this condition does not give rise to any difficulty , so we will not discuss this matter further.

We should also point out — and this is nothing new — that the best interests of the child is the main principle in this case: first, in the first part of the s. 3, in the provision ‘a man and his wife together,’ then in s. 3(2), and finally in the first part of s. 25 and in s. 25(2) of the law. We should also direct our attention to the fact that the best interests of the child take on greater weight the further we distance ourselves from the provision ‘a man and his wife together’ and we draw closer to the best interests of the child and the special circumstances in s. 25. Thus, whereas at the beginning of the voyage we were concerned with the abstract and general best interests of the child, further on our way — in the provisions of s. 25 of the law — the law instructs us with regard to the concretization of the best interests of the child, namely how to examine the best interests of the flesh and blood child that comes before the court.

13. How should the court exercise its discretion in accordance with the provisions of s. 25 of the law? It would appear that the elements that comprise the discretion will come in part from s. 3(2) and in part from s. 25. But if this is the case with regard to the sources of the discretion, in the relationship of these two provisions inter se, the provisions of s. 25 take precedence and are the heart of the matter. In other words, the internal strength of the conditions provided in the first part of s. 25 — namely the best interests of the adoptee in special circumstances — is greater than the strength of the two conditions provided in s. 3(2) of the law, and as a conclusion that follows from this, the latter will yield to the former. Indeed, the starting point for the voyage of meditation and interpretation will be found in the provisions of s. 3(2) of the law — or perhaps we should say in the provision ‘a man and his wife together’ in the first part of s. 3, and further in the provisions of s. 3(2) of the law. But when the court finds that the matter is in the best interests of the adoptee, then ‘in special circumstances, and for reasons that it shall state in its decision,’ it may waive the two conditions of the death of the parents and the family relationship of the adoptive parent to the adoptee, and make an adoption order in favour of a single adopter. The simple meaning of this is that the best interests of the adoptee and the special circumstances take precedence in the considerations of the court whether it will make an adoption order in favour of a single adopter or not.

14. Moreover, when we define the limits of the exception to the exception — the provisions of s. 25 of the law that concern the best interests of the child in special circumstances — let us remember that the primary provision, which is the provision of ‘a man and his wife together’ in the first part of s. 3 of the law, is a provision that was enacted against a specific social background, in a society that recognized only one family model, a mother and father married to one another. It is therefore no wonder that this model was provided, in principle, as a model that would serve the best interests of the child. But times have changed. Since the Adoption Law was enacted, western society — including Israeli society — has undergone such great and significant changes that we shall find it difficult to apply the provisions of the Adoption Law in accordance with their simple meaning to current phenomena. Let us look around us and see that the social climate and background have changed considerably, and that today we meet many families that no longer regard themselves bound by the model of the past. These families can also — as a rule, of course — further the best interests of the child in the same way as the model of the past. We discussed a similar issue in New Family v. Surrogacy Agreements Approval Committee [8], at p. 441, and this is what we said:

‘Let us first consider the social background… In times past, the phenomenon of the single-parent mother was an exceptional and marginal phenomenon in society. A woman who had any self-respect did not dare to give birth unless she was married… This is not the case today in many parts of the society in which we live. In today’s world more and more women are choosing of their own free will to become single-parent mothers, and the phenomenon of single-parent motherhood is continually increasing. Indeed, the phenomenon of the mother who gives birth without a partner is a phenomenon that is not unusual at all, and no one will turn their head in amazement when he meets a single-parent mother walking with her little child… A woman who gives birth without having a permanent partner is accepted in many circles in society without batting an eyelid. From a social viewpoint, therefore, the society in which we live has accepted the phenomenon of the single-parent mother who does not have a permanent partner.

And later (ibid. [8], at p. 452):

‘The accepted social perspective,’ according to which a single-parent mother — merely because she is a single parent, and without addressing her economic and social position, with her personal qualities and the psychological makeup of her personality — cannot adequately guarantee the bests interests of a child… is a perspective that cannot be tolerated. In the past, the position might have been otherwise… against the social background of times past, only exceptional women or women on the margin of society dared to become pregnant and bear children without a husband to support them, but we all know what huge changes society has undergone, and what is the status of women in modern society, at least in certain sectors of society. Indeed, customs have changed, the status of women in society has changed, social perspectives have changed and the law too has changed. Today a woman can support herself, even support a family with dignity, without a husband at her side. Even the social stigma that in the past was attached to a woman that raised a child without a husband at her side no longer exists, if not in all sectors of society, at least in certain sectors of society. And as we have seen, not only has the phenomenon of a single-parent mother become an accepted phenomenon in our society, but the legislature has even taken steps to help her in various ways.’

Against this background, we remarked in that case that we doubted whether the provisions of s. 3 of the Adoption Law — a section that has accompanied us since the Adoption Law, 5720-1960 — ‘is a proper provision in our time and place’ (ibid. [8], at pp. 447-448). Nonetheless, we have also emphasized that the family model under discussion in that case — a single-parent family — should be considered very carefully, in order to discover whether it furthers the best interests of the child (or, in our case, the best interests of the intended adoptee), and the existence of the special family model may serve as a main consideration when we consider the best interests of the child. This is true in general, and it is true in every case on its merits. As we said (ibid. [8], at pp. 453, 454):

‘Everyone agrees — and no great explanation is required in order to understand the distinction — that a single-parent family is different from a two-parent family; that a person who raises a child on his own is different from parents who raise a child together; that a child who is raised in a single-parent family is not like a child who is raised in a two-parent family… It should be noted that we did not say that an application of a woman who has no husband will be granted approval for a surrogacy agreement in the same way as an application of a couple. This is not the case at all. The fact that the application is the application of a single woman will be a legitimate factor in the discretion of the Approvals Committee, all of which in accordance with the provisions of the law.’

This is true of surrogacy and it is also true of adoption.

It need not be said that we did not cite the remarks that we made in New Family v. Surrogacy Agreements Approval Committee [8] — with regard to single-parent families — as a binding precedent for our present case. Our intention is merely to try and derive an analogy from another case that is similar but not identical, with regard to changes that have occurred in the customs of society and that have led as a result to a need to adapt the law and case law to new forms of social behaviour. Cf. also HCJ 273/97 Protection of Individual Rights Association v. Minister of Education [25].

15. Let us therefore agree and declare openly: there is no doubt that there is a disparity between the arrangements provided in the statutes enacted in the world of yesteryear and the customs of the world of today, and one of the tasks before us — before the court — is to do what can and should be done, within the framework of the language of the law and the purpose of the law, to extend the scope of the law to phenomena that came into the world after it was enacted, even if at the time the law was enacted, the legislator could not even have imagined the existence of those phenomena. We discussed this recently in CFH 6407/01 Golden Channels v. Tele Event Ltd [26], where we said (in paras. 29 and 30 of our opinion):

‘It is true to say that the courts have always been required to contend with disparities between the statutes and case law of yesteryear and the realities of life at the time of the trial. Case law and statutes are always the case law and statutes of yesteryear, and their progress is slow, careful and calculated. Reality, however, is constantly changing, sometimes at a frenetic pace. This is true not only of reality but also of disputes that arise against the background of that reality… but for the most part case law succeeds in adapting itself to changing realities, and even when a disparity is created between the language of the law and reality, we take up the tools of interpretation and with their assistance we act in order to bridge the gap and catch the innovations of reality within the net of the law.

… The courts have always acted in this way; they do what can be done — within the limitations of the text — to extend the scope of the written law to phenomena that came into being after the law was enacted, even if at the time when the legislation was enacted the legislature could not have imagined the existence of those phenomena. The first duty of the court is to do justice between the litigants before it, and in discharging this duty it will do everything possible within the framework of the existing law, even if a solution found in this way is not the optimal solution.’

We addressed this very question in CA 6821/93 United Mizrahi Bank Ltd v. Migdal Cooperative Village [27], where we said (at p. 567):

‘The way of the law… is the way of the long-distance runner. Life changes all the time, and with it so does the law. A law that does not adapt itself to life is a regressive law. The legal system in its relationship to life is like an actor standing on a revolving stage that is moving. If the actor does not move, he will disappear from the audience’s sight backstage. He must move at least at the speed at which the stage moves, even if he merely wishes to stay in the same place, and certainly if he wishes to move forward. When the revolving stage suddenly increases its speed and the actor does not also increase his speed, the actor will stumble and may even lose his balance. And if the actor increases his speed to a greater degree than the speed of the stage, he is also likely to disappear backstage. Our wisdom — the wisdom of the law — is that we know how to adapt our speed to the world around us.’

See also and cf. HCJ 2740/96 Chancy v. Diamond Supervisor [28]; A. Barak, A Judge in a Democracy (2004), at pp. 55 et seq.. Once we realize that the exception to the exception, namely s. 25 of the Adoption Law, does not conform to the ordinary model, the model of ‘a man and his wife together,’ and that the best interests of the intended adoptee in special circumstances alone will determine the matter, we will also realize that we are required to interpret that exception to the exception and bridge between the provisions of statute and modern reality, a reality that the court did not create, but for which it is required to provide order and justice, all of which in order to ensure that the main purpose of the Adoption Law — safeguarding the best interests of the intended adoptee — will be upheld in the best possible way. It is true that the court was not intended to march in the vanguard, nor was it charged with testing uncharted waters. The judiciary, in essence, was not given the task of delineating and paving new paths in social matters. See, for example, HCJ 4112/99 Adalah Legal Centre for Arab Minority Rights in Israel v. Tel-Aviv Municipality [29], at p. 460, and the references cited there. For this reason, it is possible that had we been asked to recognize a new status of a single-sex couple, our path would have been different. But we are concerned in this case with the best interests of the children, and if the best interests of the children direct us to grant the appellants’ request — and we should recall that this matter has yet to be decided — we should act as we have been accustomed to do in the past, in the best interests of the children.

16. It follows that not only do the provisions of s. 25 prevail over the provisions of the first part of s. 3 and the provisions of s. 3(b) of the Adoption Law when analyzing the law in accordance with its internal logic, but the provisions of s. 3 in themselves suffer from an internal weakness. In the struggle between the provisions of s. 25 and the provisions of s. 3, that weakness is capable of strengthening the provisions of s. 25 as a supreme norm in adoption law. In other words, from the outset and in principle the provisions of the first part of s. 3 and s. 3(2) of the Adoption Law should be interpreted while continually and consistently referring to the provisions of s. 25, a provision that was originally intended to permit what is prohibited both by the provisions of the first part of s. 3 and by s. 3(2) of the law.

From general principles to the specific case

17. In our case, does the fact that A and B are of the same sex and have a relationship between them preclude them absolutely from being competent to adopt each other’s children? My colleague the Vice-President was of the opinion that the Adoption Law is surrounded by a negative arrangement, which precludes the possibility of recognizing, in principle, the competence of the appellants to adopt each other’s children. The reason for this is that such a decision would be ‘a principled judicial determination concerning the legal status of single-sex couples’ (para. 11 of his opinion), and that in this way the single-sex family unit (or, as the state calls it, ‘a lesbian family unit’) will acquire — even if only indirectly and by implication — a legal status. I find these remarks unacceptable, even if only because the centre of gravity of our case lies in the best interests of the children, whereas the question of the relationship between A and B only forms the background to the case. It is true, and we will not hide this, that by recognizing in principle the right of the appellants to adopt each other’s children, our decision will strengthen the single-sex relationship between the appellants. Notwithstanding, that decision will not be a principled judicial determination or a fundamental one with regard to the status of single-sex couples. Our decision is limited to the provisions of the Adoption Law and the status created by virtue of the law — the parent-child status — and it has no implications outside this limited framework. It certainly does not create a status that is external to the Adoption Law. Moreover, if after examining the facts of the matter we discover that making adoption orders is in the best interests of the children, should we really contemplate rejecting the best interests of the children merely because they will strengthen the relationship between the appellants? My answer to this question is no.

18. My conclusion is therefore that if after examining the facts of the matter — and these have not yet been examined on their merits — we find that making adoption orders is in the best interests of the children and that the circumstances of the case are special circumstances, the interests of the children will prevail, and the case will fall within the scope of the provisions of s. 25 of the law. In such circumstances, why should we refuse the application before us? In this context, I can only cite — in agreement —the remarks made by our colleague Justice Beinisch in CA 7155/96 A v. Attorney-General [6], at pp. 181, 182, 183:

‘Indeed, the test of the existence of a parental-child relationship should constitute the focus of the discretion of the court in Israel when it examine whether in the case before it there are special circumstances within the meaning of s. 25 of the Adoption Law.

If there is a sincere intention to have a parental-child relationship, and if there is a solid basis for believing that such a relationship has already been established, then prima facie there are “special circumstances,” and if the adoption is “in the best interests of the adoptee,” the court should examine whether there is a proper reason not to give legal recognition to that relationship by means of an adoption order.

It would appear that where a parent-child relationship exists de facto… and for some reason this relationship has not been given the official approval of adoption de jure, this fact can clearly be considered to constitute “special circumstances” for the purposes of s. 25 of the law.

Therefore, when it considers whether there are before it special circumstances that justify a departure from what is stated in s. 2 of the law, as a subtest the court will attribute considerable weight to the duration of the parental-child relationship, and the date on when it was created. The longer the relationship has lasted, and the earlier it began, the more the court will tend to recognize these as “special factors” that justify an adoption order.’

But let us not prejudge the issue. The appellants are still required to prove the circumstances of the case to the court.

19. I agree with the opinion of my colleague President Barak that we should allow the appeal, set aside the judgments of the District Court and the Family Court, and return the case to the Family Court, for it to examine the best interests of the children according to the circumstances of the case.

 

 

Justice D. Beinisch

I agree with what is stated in the opinion of President Barak and with the opinion of my colleague Justice Cheshin that, in principle, if there is a justification for doing so, it is possible to make an adoption order as requested in the appeal before us within the framework of the provisions of ss. 3(2) and 25 of the Adoption Law.

Therefore I too am of the opinion that the appeal should be allowed and that the matter should be returned to the Family Court to examine whether, in the specific circumstances of the case before us, on the basis of the principle of ‘the best interests of the adoptee,’ within the meaning thereof in the aforesaid s. 25, each of the appellants should be allowed to adopt the biological son of her partner.

 

 

Justice A. Grunis

As my colleague President A. Barak said (in para. 17 of his opinion), from a practical viewpoint there are two possibilities in this case with regard to the future of the three children in the framework in which they are being raised, namely a single-sex family: one is a continuation of the existing position without an adoption order, and the other is a continuation of the existing position pursuant to an adoption order. Alongside this we should remember that the decision in the Family Court was made without considering the merits of the case; the two adoption applications were struck out in limine, so the best interests of the children were never examined on a concrete basis. Against this background, I agree with the opinion of my colleagues, President A. Barak and Justice M. Cheshin.

 

 

Justice E.E. Levy

1.    I have studied the opinions of my esteemed colleagues, on both sides of this case, and regrettably I cannot agree with any of the reasons on which my colleagues based their remarks.

Let me first say that in my opinion the appeal should be denied. According to my position, which differs from the opinion of my colleagues in the majority, the sexual orientation of the appellants has nothing to do with the case, nor does the giving of official approval to the existence of a family framework of one kind or another. The focus of the case concerns one question only: whether the appellants’ case falls within the scope of the exception in s. 25 of the Adoption of Children Law, 5741-1981 (hereafter: the law or the Adoption Law) — this and nothing more.

2.    As my colleagues have shown, the well-trodden path delineated in the first part of s. 3 of the Adoption Law, which should usually be taken, is that a child should be given over for adoption to a man and his wife, i.e., to a family framework that includes a male father and a female mother, who are married to one another. Thus the legislature — which wove the principle of the best interests of the adoptee like a golden thread throughout the Adoption Law — sought to express an outlook that it is best for a child to be raised in such a framework.

Notwithstanding, the legislator was aware of the possibility that the best interests of the adoptee would sometimes require a departure from the rule. Therefore it created the exceptions that are found in ss. 3(1) and 3(2) of the Adoption Law. These exceptions address several situations in which the main principle — adoption by two persons, a married man and woman together — is not satisfied, and despite this there is a basis to allow the adoption by a single person. The first exception, which is addressed by s. 3(1), is a case of a person who entered into a relationship with the biological parent or the adoptive parent of a child, and now wishes to adopt the child as his child. The law is prepared, in my opinion, to allow the adoption in these circumstances, since although the adopter is a single person, and although there is not necessarily a bond of marriage between him and his partner, when the adoption is completed, the child becomes the child of both persons, who are also joint parents from the formal legal perspective.

According to the second exception, which is provided in s. 3(2), the court may make an adoption order for a single adopter ‘if the parents of the adoptee died and the adoptive parent is one of the relations of the adoptee and is unmarried.’ This exception is intended in essence to allow the adoption of a child by a relative if his parents have died, instead of placing him in care. In this regard, the law prefers the family relationship to an arrangement involving two married parents who are unrelated to the child.

3.    Notwithstanding, the legislature did not rule out the possibility of allowing the adoption of a child by a single person where the conditions of s. 3(2) are not satisfied. For this purpose it provided in s. 25 of the Adoption Law an exception to this provision. As I have noted, the scope of the hearing of the case before us is the manner of interpreting this exception and the scope of its application. According to the provisions of s. 25, the court may, in special circumstances, approve the adoption of a child by a single adopter, even if he is not one of the relatives of the adoptee, and even if the biological parents of the child are still alive, but — and this is how in my opinion the exception should be interpreted — neither of them is competent or prepared to raise the child.

In this respect I will add that the exception currently enshrined in s. 25, like the provisions of s. 3 of the Adoption Law mentioned above, appeared already in the original version of the Adoption Law (the Adoption of Children Law, 5720-1960, Laws, vol. 317, at p. 96). The ‘historic’ purpose that led to the inclusion of the exception in the law was discussed at that time by the chairman of the Committee for Public Services of the Knesset, MK N. Nir-Rafalkes:

‘We have introduced this innovation on the basis of the reasons that I mentioned: we did not want to give this law a rigid framework, for it is precisely among adoption cases… that there are many different and diverse cases, which are very rare in other countries. I will not say that in Israel it may be an everyday phenomenon, but there can be diverse cases’ (Knesset Proceedings, vol. 29, at p. 2135).

4.    It follows that the edifice of the Adoption Law, which was intended to regulate an issue that, before its enactment, was well known to be devoid of any regulation, has a main entrance, of considerable proportions, which is the first part of s. 3 of the law, through which — so at least it was assumed when the law was enacted — most of the persons seeking to adopt in Israel would pass, namely married couples consisting of a husband and wife, who wish to adopt a child jointly. Notwithstanding, after considering all those persons who are not competent to enter by that entrance, the legislature provided a smaller entrance (s. 3(1)), which is intended for all those individuals who wish to adopt a child and are involved in a relationship with the biological parent or adoptive parent of the child. In such a case, the legislature was prepared to recognize the need for an adoption order, since it is capable of guaranteeing the child a family unit that is very similar to the one outlined in s. 3 of the law. In a third case also, after considering the best interests of the adoptee, the legislature did not adopt a restrictive position, and once again introduced a smaller entrance (s. 3(2)), much smaller in its dimensions that the previous ones, whose purpose is to allow an entrance into the edifice of adoption also to individuals who seek to give a relative, whose parents have died, an alternative parent within the family circle. Finally, the legislature also gave the court the key to the last lock of the smallest of entrances, which is s. 25, through which, in special circumstances and for reasons that will be recorded, it will allow the admission of those few people who are not a married man and woman adopting together, nor a spouse of the adoptee’s parent, nor even one of the relatives of the adoptee, but who seek to adopt a child whose biological parents, even if they are alive, are not raising him. The law was prepared to consider the need for an adoption order in such a case, simply because of the concern that without one the child would be left abandoned without any family framework whatsoever.

At this point we are presented with the opinions of my colleagues President A. Barak and Justice M. Cheshin, which follow on from the decision of this court in CA 1165/01 A v. Attorney-General [1], and seek to open up an new entrance, which circumvents the framework outlined in the law. It would appear that many persons will be able to pass through this entrance, in a manner that turns an exception to an exception in the Adoption Law into a main entrance, even in cases where the law sees no justification for making an adoption order.

My colleagues wish to persuade us that this entrance is not a large one at all, since the court holds the key to it, and the court will prevent, in each case according to its merits, the entry of those persons who should not be recognized as adopters because it would not be in the best interests of the adoptee. The problem is that this was not the intention of the legislature when it created the Adoption Law, nor — and this is more important — is it the purpose of the law as it ought to be interpreted today.

5.    It is an established principle in Israeli law that an act of legislation does not become outdated. It is like a living creature, that abandons one interpretive guise and takes on another against a background of the manner in which its purpose is reflected in the changing times (see, in this regard, the remarks of my colleague Justice M. Cheshin in United Mizrahi Bank Ltd v. Migdal Cooperative Village [27], at p. 567; the remarks of Justice I. Englard in CA 1165/01 A v. Attorney-General [1], at p. 76 — ‘the legislative history cannot restrict the independent meaning of the text of the law, which after being enacted has an independent life of its own against the background of its purpose’; see also A. Barak, Legal Interpretation, vol. 2 (1993), at pp. 351 et seq.). But the art of interpretation — and this too is well known — has limits that are delineated first and foremost by the purpose of the law that we are seeking to interpret (see Efrat v. Director of Population Register, Ministry of Interior [24], at p. 762). It has also been said that the language of the statute cannot be weighed down with more than ‘it is capable of bearing’ (see A. Barak, Purposive Interpretation in Law, 2003, at p. 147; see also LCA 6339/97 Roker v. Salomon [30], at p. 253). In my opinion, the interpretive method that my colleagues the majority justices propose in this case is extreme, and it departs from the purpose underlying the Adoption Law in general and s. 25 in particular.

Let me clarify my remarks: I agree that the guiding principle on which the law is based is the one stated in s. 1(b), namely the best interests of the adoptee. Indeed, in every case the court is required to examine, first and foremost, whether the adoption is in the best interests of the child or not. Notwithstanding, there is a reason why the law does not satisfy itself with this fundamental provision, but provides, in s. 3, an order of precedence, which reflects its approach to the institution of adoption and consequently to the best interests of the adoptee, an approach that is supposed to guide the courts in their work. According to this approach, which provides, as my colleague Justice Cheshin rightly pointed out, quite a rigid framework, although not without exceptions, the adoption order is intended to give the adoptee a parental framework, which is as similar as possible to the ‘classical’ model that has a pair of biological parents who are married to one another. Notwithstanding, if there is no possibility of this, the law is prepared to grant an adoption order in so far as it is capable of allowing a child, who is being raised by one of his parents, a framework of two parents. When this condition is not satisfied, the court is even prepared to waive the ‘two-parent principle,’ provided that the child is found a place in his original family.

This perspective of priorities also determines the scope of the exception contained in s. 25 of the law. For when it is not possible to give a child a family framework in one of the aforesaid ways, the law is prepared, by means of s. 25, to recognize the need for an adoption order in order to find for the adoptee a parental framework of some kind. But because of the great distance of this situation from the model to which the law aspires in the first part of s. 3, the law is prepared that it should be done only in special circumstances and for reasons that the court hearing the adoption case deems appropriate. Section 25 is therefore the finishing point and not the starting point, and it only comes into operation as a last resort. In my opinion, this provision has no application when the adoptee is protected by means of another of the frameworks described above. To my understanding, any other interpretation makes the provisions of s. 3 of the Adoption Law redundant and meaningless.

6.    The interpretation that I propose, even though it is required in my opinion by the purpose of the Adoption Law, is not a simple one. It requires us to contend with complex issues that my colleagues, when addressing the line of argument chosen by the appellants, did not see fit to decide within the scope of this appeal. I am of the opinion that it is essential to contend with these issues, by means of examining the issue in accordance with one of the direct paths of the Adoption Law, before making use of the exception in s. 25. It is important both when addressing the wishes of the legislature and the purpose of the law, and because of the importance of this issue itself. Moreover, it is clear to me that the time has come to examine to what extent the Adoption Law is suited to modern needs, which it would seem are different in more than one respect from the reality that confronted the original drafters of the law. I would have preferred to refrain from making any firm ruling at this time and to assume that the appellants’ case cannot be resolved in this manner.

However, as my colleagues have pointed out, the appellants expressly chose to base their arguments solely on s. 25 of the Adoption Law, and they emphasized time and again that this court is not being asked to decide to what extent they conform to any of the other criteria provided in s. 3 of the law. In these circumstances, and for the reasons that I have set out, there is no alternative to denying their appeal. I can only assume that the issue will return to occupy the courts in the future. It would have been better — and this is not merely a vague wish — if the legislature had addressed the matter before it arose. In this regard, it would appear that nothing is more appropriate than to allude, by way of paraphrase, to remarks made by Vice-President S.Z. Cheshin, naturally in different circumstances, in CA 50/55 Hershkovitz v. Greenberger [31], at p. 804 {___}, which would appear to be appropriate even today:

‘There is no field in the law in Israel where there are so many irregularities as in matters concerning children, and especially in the area of the adoption of children… Adoption orders and guardianship orders are made every week and every day by means of fictions, circumventions, false analogies, dubious interpretations, circuitous arguments and imaginative constructions… the whole problem cries out for a legislative arrangement.’

7.    If my opinion were accepted, we would deny the appeal, in so far as it concerns the application for making an adoption order. On the question of publishing the names of the appellants, my opinion is identical with that of my colleagues.

 

 

Justice J. Türkel

1.    There are cases where, after a legal ruling is handed down, it goes beyond its original scope and spreads to areas that the persons who made it never imagined it would reach. In my opinion, a blatant example of such a situation is the ruling that was made in HCJ 143/62 Schlesinger v. Minister of Interior [32], which was originally intended merely to distinguish between the technical, formal and statistical means of registering a person as a Jew at the Population Registry and granting the status of a Jew to someone who was so registered (concerning the need to eliminate the split by cancelling the case law and introducing new legislation, see my remarks in HCJ 5070/95 Naamat, Working and Volunteer Women’s Movement v. Minister of Interior [33], at pp. 762-768). In our case, does returning the hearing of the issue before us to the Family Court, to be examined as my esteemed colleague President A. Barak proposes in his opinion, involve an implied recognition of a legal status of a single-sex family unit, which is a matter that should be addressed by the legislature? And is this decision likely to spread into areas that we never imagined, even when we made our ruling in CA 1165/01 A v. Attorney-General [1]?

2.    In the words of my esteemed colleague, Vice-President E. Mazza, in his opinion:

‘The question whether (and in what cases) we should recognize the right of single-sex couples to adopt a child is the concern of the legislature… the court should refrain from creating and granting, by means of case law, a new legal status.’

I agree with these remarks; and yet I find it difficult to determine that they are capable of preventing, ab initio, an examination of the question of what are the best interests of specific children whose adoption comes before the court, and whether their case involves special circumstances under s. 25 of the Adoption of Children Law, 5741-1981 (hereafter: the Adoption Law). To this I will add that under s. 1(b) of the Adoption Law:

‘An adoption order and any other decision under this law shall be made if the court finds that they are in the best interests of the adoptee’ (emphasis supplied).

As I said in CA 1165/01 A v. Attorney-General [1], the duty of the court under this section is a ‘supreme duty,’ and, according to my outlook, examining the best interests of the adoptee is a condition for making any order under the Adoption Law, whether it grants an adoption application or rejects it. Thus, even when the court acts to preserve the status quo, it has the duty to examine whether preserving the status quo is in the best interests of the adoptee.

3.    My colleague the President qualified his opinion (in para. 22) by saying, inter alia, that:

‘The intimate relationship between the biological mother and the person seeking to receive an adoption order in favour of a single adopter — the fact that they are a single-sex couple — is a fact that should be taken into account in the adoption of a single person. It is not a normative fact; it does not make an adoption by a single person into a joint adoption; it does not create a legal status that did not exist previously; it does not recognize a single-sex couple as ‘a man and his wife’; it does not involve any recognition of either of them as the ‘spouse’ of the other (within the meaning of these concepts in s. 3(1) of the Adoption Law). All that it involves is taking into account the personal details within the framework of an individual determination with regard to the best interests of the adoptee and with regard to the existence of special circumstances for making an adoption order for a single adoptive parent — not for making an adoption for a single-sex family. Of course, within the framework of this taking account of personal details, weight should be given to the nature of the family in which the child is living. The homosexuality of this family is an important fact that should not be ignored. Notwithstanding, taking this fact into account does not amount to recognition of a new legal status’ (emphasis supplied).

If we consider these remarks — and if we also remain mindful of them in the future — then the decision to return the case to the Family Court, with which I agree, does not in itself involve recognition of a legal status of a single-sex family unit, without this being done by legislation. With regard to allowing the publication of the details of the appellants and their children, I agree with the opinion of my colleague the Vice-President.

 

 

Appeal allowed by majority opinion (President Barak and Justices Cheshin, Türkel, Beinisch, Rivlin, Grunis and Naor), Vice-President Emeritus Mazza and Justice Levy dissenting.

29 Tevet 5765.

10 January 2005.

 

 

 

[1]               Published on the web at www.cpa.ca.

Yosifof v. Attorney General

Case/docket number: 
CrimA 112/50
Date Decided: 
Thursday, March 29, 1951
Decision Type: 
Appellate
Abstract: 

The appellant, an Israel Jew belonging to the Caucasian community, married in the year 1936. He married a second time in the year 1950 while the first marriage still subsisted. He was convicted of bigamy under s. 181 of the Criminal Code Ordinance, 1936 1) and sentenced to imprisonment for one year. On appeal it was argued that s. 181 was ultra vires the powers of the High Commissioner by reason of Article 17(1)(a) 2)2) of the Palestine Order in Council 1922 (as amended) in that the section introduced discrimination between the inhabitants of Palestine, namely, between Moslems and Jews, and in that it restricted freedom of conscience and worship.

               

Held (Landau, J.): Dismissing the appeal,

(1) that as the section did not discriminate against men and women of the same community regarded as one unit there was no discrimination within the meaning of Article 17(1)(a) of the Order in Council.

           (2) The question of freedom of worship did not arise in this case.

(3) As regards freedom of conscience, religious compulsion can only exist where religion either imposes or forbids the doing of a particular act, and the secular legislature compels a breach of the imposition or prohibition. The Jewish religion does not compel polygamy, and accordingly no ground exists for the suggestion that there was any infringement of the right to freedom of conscience.

 

Per Silberg J. Bigamy was never an institution rooted or permanent or favoured in the life of the Jewish people.

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
majority opinion
Full text of the opinion: 

Crim. A. 112/50

 

           

GAD BEN-IZHAK YOSIFOF

v.

THE ATTORNEY-GENERAL

 

 

In the Supreme Court sitting as a Court of Criminal Appeal.

[March 29, 1951]

Before: Smoira P., Silberg J., and Landau J.

 

           

Criminal Law - Bigamy committed by Jews contrary to s. 181 of Criminal Code Ordinance, 1936 - Whether section ultra vires on grounds of discrimination - Jewish Law - Freedom of religion and conscience - Prohibition of polygamy not contrary to Jewish Law.

           

                The appellant, an Israel Jew belonging to the Caucasian community, married in the year 1936. He married a second time in the year 1950 while the first marriage still subsisted. He was convicted of bigamy under s. 181 of the Criminal Code Ordinance, 1936 1) and sentenced to imprisonment for one year. On appeal it was argued that s. 181 was ultra vires the powers of the High Commissioner by reason of Article 17(1)(a) 2)2) of the Palestine Order in Council 1922 (as amended) in that the section introduced discrimination between the inhabitants of Palestine, namely, between Moslems and Jews, and in that it restricted freedom of conscience and worship.

               

                Held:      Dismissing the appeal,

          (1) that as the section did not discriminate against men and women of the same community regarded as one unit there was no discrimination within the meaning of Article 17(1)(a) of the Order in Council.

          (2) The question of freedom of worship did not arise in this case.

          (3) As regards freedom of conscience, religious compulsion can only exist where religion either imposes or forbids the doing of a particular act, and the secular legislature compels a breach of the imposition or prohibition. The Jewish religion does not compel polygamy, and accordingly no ground exists for the suggestion that there was any infringement of the right to freedom of conscience.

 

          Per Silberg J. Bigamy was never an institution rooted or permanent or favoured in the life of the Jewish people.

 

Palestine cases referred to :

(1)   Cr. A. 85/38 - The Attorney-General v. Ya'acov Ben Yehiel Melnik (Kimhi) : (1939) 6 P.L.R. 34.

(2)   C.A. 119/39 - Pessia Nuchim Leibovna Shwalboim v. Hirsh (Zvi) Shwalboim : (1940) 7 P.L.R. 20.

(3)   M.A. 18/28 - The Attorney-General v. Abraham Alt shuler: (1920-1933) 1 P.L.R. 283.

(4)   M.A. 9/36 - Sharif Esh-Shanti v. The Attorney-General: (1937) 1 S.C.J. 31.

(5)   H.C. 109/42 - Vaad Adat Ashkenazim, Beit Din Hassidim v. District Commissioner, Jerusalem and others : (1942) 9 P.L.R. 715.

 

Israel cases referred to :

(6)   H.C. 10/48 - Zvi Zeev v. Gubernik, the District Commissioner, Urban District of Tel Aviv and others : (1948) 1 P.D. 85.

(7)   C.A. 376/46 - Aharon Rosenbaum v. Sheine Miriam Rosenbaum : (1949) 2 P.D. 235.

(8)   H.C. 8/48 - Shlomo Gliksberg v. Chief Execution Officer, Tel Aviv and others : (1949) 2 P.D. 168.

 

American cases referred to:

(9)        Quaker City Cab Co. v. Commonwealth of Pennsylvania : 48 S.C.R. 553.

(10)      Lindsley v. National Carbonic Gas Co. : (1911) 31 S.C.R. 338.

 

Wiener for the petitioner.

E. Shimron, State Attorney and E. Hadaya, District Attorney of Jerusalem, for the respondent.

 

            LANDAU J.  The appellant, Gad Ben-Izhak Yosifof, was convicted by the District Court of Jerusalem (Halevy P.) of the felony of bigamy, in contravention of section 181 of the Criminal Code Ordinance, 1936, as amended in 1947, and was sentenced to imprisonment for one year. His appeal in directed both against the conviction and the sentence. Upon the suggestion of Dr. Wiener, counsel for the appellant, and with the consent of the State Attorney, we decided to hear the appeal in two stages - the first stage relating to the conviction, and the second stage (should we reject submission of counsel in regard to the conviction), relating to the sentence.

           

2. The facts are set out in detail and with great clarity in the judgment of the learned President of the District Court, and since they are almost undisputed, there in no need for me to repeat them at any length. The appellant, an Israel Jew belonging to the Caucasian community, married ~ woman in the year 1936, and she has born him five children. His marriage with her in still subsisting. In the year 1950 the appellant married a second wife by religious rites with the consent of the office of the Rabbinate in Jerusalem. He obtained this consent by a false declaration which was supported by two witnesses, in which he concealed the fact of his existing marriage.

 

3. Dr. Wiener's submissions in regard to the conviction were directed solely to the legal basis of the judgment of the District Court. Dr. Wiener in fact denies the validity of section 181 of tile Criminal Code Ordinance, as amended. His arguments are these : that in enacting the section referred to the legislature in the days of the Mandate exceeded the powers conferred upon it by Article 17(1)(a) of the Palestine Order in Council, 1922, as amended in 1923, in that :

 

        (a)    Section 181 of the Criminal Code Ordinance discriminates           between the inhabitants of Palestine;

 

            (b)        the section restricts freedom of conscience and         worship.

           

4. In order to understand these submissions it in necessary for me to deal shortly with the history of these sections. Section 181 of the Criminal Code, in its original form, provides :

 

            "Any person who, having a husband or wife living, marries in any case in which such marriage is void by reason of its taking place during the life of such husband or wife, is guilty of a felony and is liable to imprisonment for five years. Such felony is termed bigamy;"

 

            The section then proceeds to provide for three situations which, if established by the accused, will afford him a good defence. These are:

           

"(a) that the former marriage has been declared void by a court of competent jurisdiction or by a competent ecclesiastical authority; or

 

(b) the continuous absence of the former husband or wife, as the case may be, at the time of the subsequent marriage, for the space of seven years then last passed without knowledge or information that such former husband or wife was alive within that period; or

 

(c) that the law governing the personal status of the husband both at the date of the first and at the date of the subsequent marriage allowed him to have more than one wife."

 

            Special attention should be directed to the opening words of the section which require as one of the elements of the offence that the new marriage shall be void by reason of its having taken place during the lifetime of the husband or the wife of the previous marriage. This is an exceptional requirement, the basis of which was the desire of the legislature to adapt this provision of the Criminal Law to the conceptions of the Moslem religion which permits more than one wife. The second marriage of a Moslem is not void, and the prohibition imposed by section 181, therefore, does not affect him. It was also the purpose of the third defence mentioned in the section referred to, to protect a person whose personal law permits him to have more than one wife.

           

5. The Jewish law of marriage, however, was overlooked by the mandatory legislature from the outset, and the language of the section was not made appropriate for the special position created in Jewish law when a man marries two wives. According to that law, as is well-known, the second marriage remains valid throughout, and may be terminated only by divorce. It follows that the language of the section in its original form imposed no obstacle to polygamy among Jews, as appears from the judgment of the Supreme Court in Attorney-General v. Melnik (1), in which a Jew was acquitted of the offence of bigamy because of the defective drafting of the law.

 

6. Some years passed until the publication in 1947 of the amended section 181, which was drafted with the intention of bringing the provisions of the criminal law in regard to bigamy into conformity with Jewish law. And this is the solution which the legislature found to this problem:

 

(1)       The requirement at the beginning of the section that the new marriage should be void was deleted, and it was provided as to the future that the offence is committed whether the subsequent marriage is valid, or void or voidable. In this way the section was also made applicable to the second marriage of a Jew which is not void. It would appear that as far as Moslems are concerned, it was decided by the legislature that the original language employed at the beginning of the section was not necessary to exclude them from its operation, since they are in any case excluded by "the third defence" provided in the law governing personal status which permits polygamy.

 

(2)       The second and third defences provided for in the original section were restricted. Cases in which the law as to marriage applicable to the wife or husband at the date of the subsequent marriage was Jewish law, were excluded from the second defence, and cases in which the law as to marriage applicable to the husband both at the date of the former marriage and at the date of the subsequent marriage was Jewish law, were excluded from the third defence.

 

            In place of these defences which were excluded a new fourth defence was laid down for Jews, namely, the case in which "the law as to marriage applicable to the husband both at the date of the former marriage and at the date of the subsequent marriage, was Jewish law and that a final decree of a rabbinical court of the Jewish community ratified by the two Chief Rabbis for Palestine and giving permission for the subsequent marriage, had been obtained prior to the subsequent marriage. ''

           

7. Dr. Wiener's whole argument, as 1 have said, was directed to the point that section 181 is inconsistent with Article 17(1)(a) of the Palestine Order in Council. The provisions of that Article, in so far as they affect the problem before us, are as follows : -

 

            "The High Commissioner shall have full power and authority..... to promulgate such Ordinances as may be necessary for the peace, order, and good government of Palestine, provided that no Ordinance shall be promulgated which shall restrict complete freedom of conscience and the free exercise of all forms of worship, save in so far as is required for the maintenance of public order and morals; or which shall tend to discriminate in any way between the inhabitants of Palestine on the ground of race, religion, or language."

           

            Article 83 of the Order in Council again emphasises that "All persons in Palestine shall enjoy full liberty of worship subject only to the maintenance of public order and morals..." This section is in the general chapter of the Order in Council, and it adds nothing to the provisions of the amended Article 17(1) (a) which deals particularly with matters of legislation. The source of Article 17(1)(a) is Article 15 of the Mandate for Palestine from which it has been copied almost word for word. These conceptions, which were embodied in Article 15 of the Mandate, were not new, but had already found their place in the world of political thought in the French Declaration of the Rights of Man and the Citizen, of the year 1789, and in the days of the first ten amendments of the American Bill of Rights of the year 1791. The principle of non-discrimination reflects the aspiration of the equality of all citizens before the law. Freedom of conscience and worship is one of the liberties of the subject which is guaranteed to him under every enlightened democratic regime. In the declaration of the establishment of the State of Israel it is said:

           

            "The State of Israel... will ensure complete equality of social and political rights to all its inhabitants irrespective of religion, race, or sex. It will guarantee freedom of religion, conscience, language, education, and culture..."

           

            Dr. Wiener mentioned these words in His argument, but he drew no legal conclusions from them. In this he was correct, for the court has already held in Zeev v. Gubernik (6), that that declaration "contains no element of constitutional law which determines the validity of various ordinances and laws, or their repeal". Dr. Wiener agreed, therefore, that if the Knesset of the State of Israel were to enact a section such as section 181, he would not have been able to challenge its validity. His submission, therefore, is limited in scope and touches only upon the situation which existed during the time of the Mandate. I am in agreement with him and with the learned President of the District Court that if it should indeed emerge that there existed an inconsistency between section 181 of the Criminal Code Ordinance and Article 17(1)(a) of the Order in Council and that section 181 was void ab initio, then it was not a part of "the existing law" in accordance with section 11 of the Law and Administration Ordinance, 1948, and would therefore be invalid in the State of Israel as well.

 

8. The learned President of the District Court in his judgment rejected the general submission of Dr. Wiener both in regard to discrimination and also in regard to freedom of conscience and worship. He summarised his opinion in paragraphs 21-28 of his judgment, which read as follows :-

 

            "21. The institution of monogamous marriage is regarded among all peoples, in all faiths and in all communities in which it exists as one of the most valuable conceptions of human culture. The establishment of the family and the peace of the community depend upon it. The institution of monogamous marriage deserves and requires the protection of the criminal law in all countries where it exists. In Palestine, where it exists in proximity to the institution of polygamous marriage, it requires stringent protection."

 

            "22. It cannot be conceived for one moment that the Palestine Order in Council wished to prevent the Mandatory legislature from affording monogamous marriage in Palestine effective protection by means of the criminal law. All that was demanded by the Order in Council in this connection was that the law of bigamy should not prejudice that section of the population whose law of personal status recognised polygamy."

 

            "23. Section 181 was designed to protect the institution of monogamous marriage which existed in a certain section of the population of the country and in no sense prejudices the institution of polygamous marriage which exists among another section of the community. In other words, the object of section 181 is to protect those men and women (and their children) whose marriages, in accordance with their law of personal status, are monogamous marriages. Section 181 takes care not to prejudice the law of personal status (religious or national) of any inhabitant. It does not prejudice liberty of religion (which is included in the guarantee "of freedom of conscience and worship") but, on the contrary, it respects that liberty in all its provisions. Were it necessary for me to base my judgment upon this ground, I also would not hesitate to decide that the criminal law defending monogamous marriage is required "for the preservation of public order and morals". As far as discrimination in favour of the Moslems is concerned, it is not section 181 which created the distinction between the law of monogamous and polygamous marriage in Palestine; this distinction exists and is rooted in fact and confirmed by the Order in Council upon which counsel for the accused relies. It is for these reasons that I decide to reject the general submissions of counsel for the accused to the extent that they do not touch upon the special provisions of section 181 in regard to Jews."

 

            In so far as the special provisions of section 181 relating to Jews are concerned, it was held by the President - after a comprehensive survey of the development of Jewish law in this field - that "Jewish law does not permit a person to take a second wife in Palestine, unless he first obtains permission so to do according to law". In support of this opinion the President cited in his judgment a number of authorities on Jewish law which he culled from Rabbinical literary sources. He therefore rejected the idea that there exist in Palestine Jews of the Eastern communities who are permitted by Jewish law to take more than one wife without special permission so to do, and held that section 181 is in full conformity with Jewish law.

           

9. Dr. Wiener strongly attacked the general theories of the learned President. In his opinion there is no room for these propositions in the judgment of a judge whose duty it is to interpret the law and not express opinions on social problems such as the preference of monogamy over polygamy.

 

            I see no substance in these criticisms of Dr. Wiener. The learned President did not just express opinions. He refrained, for example, from expressing generally any preference for the system of monogamy over that of polygamy, but particularised and said (in paragraph 21 of his judgment) that "the institution of monogamous marriage deserves and requires the protection of the criminal law in all countries where it exists." We find nothing wrong in this expression of opinion. It is not the function of a judge simply to interpret the law mechanically. A judge is sometimes required to interpret abstract conceptions such as, in the case before us, "discrimination" and "freedom of conscience". It is of no avail in such circumstances to attempt to confine oneself within the four corners of legal theory. The judge must make a thorough investigation, must weigh the benefit of the community and that of the individual, the degree of justice and equity, and other considerations such as these in order to reach a correct assessment of the intention of the legislature.

 

10. Dr. Wiener argued his submissions in regard to the merits of the case under two headings - the one dealing with discrimination, and the other with freedom of religion and worship. I shall deal with the submissions in that order. Dr. Wiener confined his argument with regard to discrimination to the following points:

 

            (a) The idea that there exists a distinction in principle between monogamy and polygamy has no basis in the law of Palestine. According to the intention of the legislator who drafted the Order in Council marriage is an institution common to all communities, and the Mandatory legislature could not therefore lay down in subsequent legislation on marriage different principles for different communities. The criminal law relating to bigamy falls within this rule.

           

            (b) An argument that the legislature adjusted the section in question to the religious needs of the different communities cannot be justified, since section 181 is not so drafted, and in any event there was no necessity for a High Commissioner to set himself up as a "policeman" for the religious communities.

 

            (c) The test of discrimination is an objective test and we must not, therefore, enquire into the intentions of the legislator. The prohibition against discriminatory laws is absolute without its being reserved to matters of the maintenance of public order and morals, for these are only mentioned in connection with freedom of conscience and worship.

 

11. Mr. Shimron, the State Attorney, argued against this submission upon the question of discrimination. In his submission the prohibition against discrimination does not mean that the legislature must introduce a mathematical equality between all citizens. Discrimination must not be confused with distinction. The prohibition extends only to discrimination to the disadvantage of a particular group of people. The Palestine legislature, however, did not discriminate in favour of one community or against another community. It found itself faced with a varied social and legal state of affairs in the different communities, with each community having its own way of life. It therefore tried to find a legislative solution which would be in conformity - as far as possible - with this existing situation. The solution which it found is a reasonable and not a capricious one. Mr. Shimron, in his submissions, relied upon judgments of the Supreme Court of the United States which, in interpreting the Fourteenth Amendment of the Constitution of the United States in connection with the equal protection of the laws, decided that this amendment does not prevent classification of different groups within the community by the legislature.

 

12. It must be pointed out at the outset that Article 17(1)(a) of the Order in Council does not provide in general terms that all discrimination is forbidden. The article lays down, however, in a consolidated form, three aspects according to which discrimination between inhabitants of the country is forbidden, and these are on the grounds of race, religion, and language. Does section 181 mention religion as a reason for differentiating between the communities? Counsel for the parties did not deal specifically with this question. It seems to me that the matter is open to doubt. In the time of the Mandate the court recognised Jewish law as "the national law" of the Jews of Palestine (see Shwalboim v. Shwalboim (2)). I do not think that, in speaking in section 181 of the person whose law relating to marriage is Jewish law, the mandatory legislature intended to restrict this conception to Jews who were members of the Jewish community as a religious community. It designedly created a special class of people who are distinguished by their law of personal status. This has little effect, however, as far as Article 17(1)(a) of the Order in Council is concerned, for if the dividing line under section 181 is not religion we shall be compelled against our will to reach the conclusion that the differentiation is based on race, or on a conception of religion and race combined.

 

13. It seems to me that the articles of the Order in Council itself destroy the contentions of Dr. Wiener that marriage under the Mandatory law was considered the same institution for all the communities. The legislature allocated jurisdiction in matters of marriage between the different religious communities, and in so doing it was undoubtedly aware of the wide distinction between the various laws of marriage of the main communities in the country. See in this regard the judgment of this court in Rosenbaum v. Rosenbaum (7). It was only in 1989 that the first step was taken to introduce a unified law of marriage for persons who were not members of the recognised religious communities (see Article 65A of the Order in Council). This provision, however, merely provided the additional legislative framework, but this frame was never filled with content. It is clear to me that the law of marriage which existed in the time of the Mandate and which exists in this country today is not a single one, but is varied according to the different systems of personal law.

 

14. What is the correct meaning of the expression "discrimination", which appears in Article 17(1)(a)?  It is true that according to its etymological source this English word means no more than "distinction" and not necessarily a distinction for good or bad. In the social sciences, however, the word has acquired a more restricted connotation.

 

            I quote from the Encyclopaedia of the Social Sciences, New York, 1948, vol. 14 at p. 131 where it is said: -

           

"The term social discrimination may be tentatively defined as unequal treatment of equals, either by the bestowal of favors or the imposition of burdens."

 

and further on the same page :-

 

"Discrimination should not be identified or confused with differentiation or distinction."

 

and on page 182 :-

"Discrimination carries with it the idea of unfairness."

 

            I have already explained that the expressions which I am considering here are not merely legal terms. They are the common heritage of people with a democratic tradition and we do not hesitate therefore to seek assistance from American non-legal sources. The distinguishing feature implicit in the expression "discrimination" is an attitude which is unequal and unfair - for different classes of people. This is also the opinion of the English judges in the time of the Mandate. In the well-known case of Attorney-General v. Altshuler (3), for example, the court asked in its judgment at p. 286 :

           

"Can it be said because the bye-law in question makes a distinction in favour of the minority ...that there is, therefore, not a discrimination against the majority."

 

and it replies :

 

''.. .it is just as much discrimination when the majority suffers as it is when a minority is discriminated against.''

 

            I quote these passages only for the sake of the linguistic interest which they possess, without expressing any opinion as to the correctness of the view of the majority of the judges on the merits. The same expression, as used in the book of Exodus, (8, 18; 11, 7) 1) is used to connote a distinction for good or for evil.

           

15. I have considered the American judgments cited to me by Mr. Shimron, and particularly the judgment of Mr. Justice Brandeis in Quaker City Cab Co. v. Pennsylvania (9), which interprets the "Equal Defence Clause" in the American Constitution (the Fourteenth Amendment). However I cannot derive any assistance from this judgment for the problem before us, for the amendment referred to does not mention the expression "discrimination" and the American court, in interpreting the amendment, proceeded on the assumption that discrimination (that is to say, actual discrimination either in favour or against a particular class of persons) is permitted subject to the condition that it expresses itself in the form of classification on a reasonable basis (ibid., p. 556), while in our case discrimination is forbidden in all circumstances and is not limited by considerations of public order, and other considerations of a like nature.

 

16. Nevertheless, I am of the opinion that in substance Mr. Shimron's submission is correct. I have said that discrimination means a distinction for good or for bad. Article 17(1)(a) does not forbid a different legislative arrangement in respect of different classes of persons, provided that the arrangement involves no discrimination for good or bad. For example, the Language of Courts Rules provide in rule 4 that every summons, every official copy of a judgment and every official document shall be issued in the language of the person to whom it is addressed. This provision involved a distinction between different classes of people by reason of language. Would it ever occur to us to say that this is discrimination because from an objective point of view one law has not been laid down for all? On the contrary, it would appear that here we have a desire to confer equal status upon all the official languages. And so it is in the case of marriage. The Mandatory legislator decided that the time had come to prohibit bigamy by a prohibition in the Criminal Code. Two roads were open to it. It could have imposed a general prohibition upon the members of all communities or find a compromise between the desire to prohibit bigamy, and the social realities of the country. Dr. Wiener admits that a general prohibition would not have been beyond the competence of the Mandatory legislator, but he denies its power to lay down different laws for different communities. I cannot accept this opinion. A legislature does not operate in a vacuum, but is faced with an actually existing social state of affairs with its various manifestations, and must formulate legal forms to meet that situation, and also direct its development in the future. As far as the institution of marriage is concerned, the legislator found himself confronted, as raw material, with a reality consisting of varied outlooks which were fundamentally different. It found that the population of the country was not homogeneous, but that it consisted of different peoples and communities, each with its own laws and customs. Can we say that the Mandatory legislature committed a breach of the principle of non-discrimination because it did not impose its will on the existing situation but to some extent yielded to reality? There is an even more important factor. I am not dealing here only with a difference between actually existing situations, but a difference which was already established in the written law which applied before the Mandatory legislator began to act. Legislatory recognition of the differences between the outlooks of the peoples and communities in the country was already introduced into the Order in Council itself, which did not introduce one law for all people in the country but in matters of personal status handed over such matters - at least in part " to the jurisdiction of the courts of the communities. The draftsman of the Order in Council also added little that was new, and only recognized a legal situation which already existed previously in the time of the Turks. The Mandatory legislature, therefore, was consistent, and in drafting section 181 not in a single form but in a varied form, continued to build upon legal foundations which had already been laid down for some time.

 

            Counsel for the appellant is correct, however, in submitting that in the ultimate result the test must remain objective. It is possible that the intention of the legislature was desirable, but that it failed in its efforts, and that its solution in fact prejudices a particular class of persons, and discriminates against them in favour of others. We are not, therefore, relieved from the task of examining the details of the legislative arrangement which was made in the matter before us. I shall not be influenced by the dotting of i's and the crossing of t's, and should it appear that in essentials no discrimination has been introduced by the legislature, the court will ratify its actions and not invalidate them.

           

17. The object of respecting the provisions of the law of personal status of each person in Palestine is abundantly clear from section 181. We know from the explanatory notes to the proposed amendment that it was drafted after consultation with the Chief Rabbinate and was intended to satisfy its requirements. Rabbi Ya'acov Baruch, the Principal Secretary of the Office of the Rabbinate in Jerusalem, who gave evidence in this case, also confirmed that the Chief Rabbinate had approved this amendment (see also the article of P. Dikstein, "Ha-Praklit" January, 1946, p. 18). There is therefore no doubt as to the good intentions of the legislature towards the Jews. From an objective point of view as well, however, although there is here a difference in the legislative arrangement, there is no discrimination against anyone. Wherein lies the discrimination upon grounds of race or religion in handing the final decision in regard to permission to marry more than one wife - and thereby the exclusion of a person from the general provisions of section 181 - to the competent Rabbis of the Jewish community? I shall deal later with the question to what extent the contents of this section are consistent which Jewish law and I shall assume for the moment that there is no absolute consistency between them - but that does not mean that the provisions of the section are ultra vires, for in my opinion the legislature was entitled to introduce an innovation in the secular law (and a prohibition of bigamy is a matter belonging to the secular law) by transferring an additional duty to the religious courts of the Jewish community whose power to issue binding decisions is itself derived from the secular law. In so doing the Mandatory legislature did not constitute itself as a "policeman" in matters of religion. It remained within the ambit of its powers, and merely used the existing machinery of the religious courts in order to achieve its purpose after giving full consideration to the feelings of the Jewish community.

 

18. And that is not all. Without expressing an opinion as to the social and moral values of monogamy and polygamy it may in any event be laid down with certainty that that outlook which sees an advantage in a number of wives is basically a "masculine" outlook, for a prohibition against a number of wives restricts, as it were, the liberty of the male. The prohibition of bigamy, however, has the important social purpose of protecting the first wife. To release the man from the prohibition against bigamy contained in the criminal law would be to lower the status of the wife. It is for us to decide whether there exists here discrimination against the members of a particular race or religion, and we may not take a one-sided view of the problem. We must ask ourselves whether the men and women of the same community regarded as one unit are discriminated against. The answer to this question cannot be otherwise than in the negative.

 

19. For these reasons I reject these submissions of Dr. Wiener, and in my view section 181 of the Criminal Code Ordinance, 1936, is not repugnant to the provision against discrimination in Article 17(1)(a) of the Order in Council.

 

20.  I shall now pass to consider the second submission relating to freedom of conscience and worship. In my opinion the question of freedom of worship does not arise here at all. The intention of the legislature was directed to forms of worship among the different religions - in regard to matters between man and his God, and not in regard to matters between man and man.

 

            I shall therefore confine the enquiry to freedom of conscience. This is an ethical conception dealing with knowledge of good and evil. A man may derive his opinions on good and evil from a source which is not religious. A religious man, however, is guided in matters of conscience by the commandments of his religion, and we therefore accept the assumption that the complete application of the principle of freedom of conscience also demands freedom of religion.

 

            Dr. Wiener's main submission was that the Mandatory legislature, in laying down rules relating to marriage, trespassed upon the area of religion since, according to the Order in Council. marriage is a religious institution. Freedom of conscience means freedom to live according to the dictates of religion. Jewish law permits polygamy at least among those communities which have not accepted the Ban of Rabbenu Gershom.1) In certain cases polygamy is even almost a religious duty. The test is objective, and it makes no difference if the appellant belongs to one of those communities. And if section 181 is repugnant to the religious customs of any community, then it must be invalidated completely. The section is prejudicial in particular to those Jews who are not members of the Jewish community, for it compels them to approach the courts and the Chief Rabbis whose authority they do not recognise - in order to secure permission to marry. In explaining these submissions, Dr. Wiener readily conceded, as I have said, that had the legislature introduced the prohibition on bigamy generally by imposing a criminal prohibition, it would not thereby have exceeded its powers, for a prohibition such as this would evidence a desire to regulate the question of bigamy purely from the secular angle.

 

            Mr. Shimron's submission on this aspect of the matter was as follows. The question of marriage is secular and not religious, and legislation regulating this matter has no effect upon religious sentiment. Freedom of conscience and freedom of action are not the same thing, for freedom of conscience is confined to the realm of thought alone. Mr. Shimron supported the conclusions of the learned President in the court below that there is no inconsistency between section 181 and Jewish law, and submitted that the fact that a minority do not recognise the rabbinical courts can have no decisive effect on the matter.

           

2l.  I do not think that freedom of conscience is limited to freedom of thought alone. A man who enjoys freedom of conscience must not be deprived of the right to obey the dictates of his conscience by action. The proviso to Article 17(1)(a) in regard to public order and morals is sufficient to prevent harmful acts which some may seek to justify on the ground of freedom of conscience. Even Esh-Shanti v. Attorney-General (4), upon which Mr. Shimron relied, does not go so far as to hold that freedom of conscience is limited to matters in the realm of thought alone.

 

22.  I reject the remaining arguments of Dr. Wiener in regard to freedom of conscience. I think that Dr. Wiener destroyed his own argument by conceding that there may also be a secular approach to the subject of marriage. If, in principle, the secular law relating to marriage may be imposed upon all the inhabitants of the country, why should legislation which seeks to respect the demands of various religions, according to the grasp of the secular authorities after they have consulted the Jewish religious authorities before enacting the law, be forbidden? This is not trespassing upon the field of religion. On the contrary, as T have said, there was a clear desire to follow the golden mean between the religious sphere - as defined by the religious institutions themselves - and the secular sphere.

 

23. I would add here that it is by no means clear that according to Jewish law, the law of marriage belongs to the field of religion It is true that the Order in Council speaks of religious courts, and the draftsman undoubtedly assumed as a matter which was self-evident that religious courts deal with matters before them in accordance with laws of a religious character. But the draftsman had no power to change the essential nature of Jewish law. It is true that that law is based entirely upon a religious foundation since its source is the Law of Moses. There is, for example, no essential distinction between the law of persons and the law of property from the point of view that one is religious and the other secular, for they are all bound up together in one legal system. It would not be right, therefore, to attribute an essentially religious character just to the law of persons, thus distinguishing it from other branches of Jewish law. In other words, from the point of view of Jewish law (and it is with this law that we are dealing at present and not with the point of view of the secular legislature which drafted the Order in Council), the Law of Moses regulates all branches of civil and criminal law, and there is no difference between the intervention of the secular legislature in the field of the law of persons and its intervention in any other field of the law as a whole. No one will contend, for example, that in laying down the secular law of property the legislature was guilty of trespassing upon the field of religion, and the same applies to the intervention of the legislature in the law of marriage.

 

24. This is not all. Religious compulsion can only exist where religion either imposes or forbids the doing of a particular act, and the secular legislature compels a breach of the imposition or prohibition. There can be no question of such compulsion in regard to acts which religion merely permits, without any absolute imposition or prohibition. Dr. Wiener must show, therefore, that there exists an inconsistency between an order of the secular legislature and some absolute directive in Jewish law which compelled polygamy. Dr. Wiener did point, indeed, to a number of instances in which such an inconsistency, as it were, would exist were polygamy obligatory under Jewish law. The President of the District Court, however, has shown convincingly that the legislative regulation of marriage introduced by section 181 is in complete accord with the principles of Jewish law as they have developed throughout the ages, and that custom in Palestine, binding all the communities, generally forbids polygamy. A man is not permitted - and certainly is not obliged - to marry more than one wife, on the strength of his own decision alone. He is required for this purpose to procure a special permit which will only be issued on certain conditions now laid down, inter alia, in the Rules of Procedure of the Chief Rabbinate of Palestine of the year 1943. This ground in itself is sufficient to answer any argument about the infringement on the freedom of religion, though this does not diminish the force of the other considerations which we have already mentioned to contradict this argument.

 

25. In conclusion, the submission relating to that minority which did not recognise the Jewish community also cannot stand the test of analysis. Knesset Yisrael was regarded by the Mandatory authorities as the organisation of the Jewish community, and all efforts to secure legal recognition for other bodies failed (see for example the case of Vaad Adat Ashkenazitm v. District Commissioner (5)). The Mandatory legislature was consistent, therefore, in leaving the final decision relating to the issue of a permit in the hands of the Chief Rabbis of Knesset Israel. I have already rejected the submission relating to an infringement of liberty of conscience in its material aspect. Can the undisputed fact that it is necessary to approach the religious courts of Knesset Israel and the Chief Rabbis in order to secure the necessary permit be regarded as infringing freedom of religion?  This contention cannot be accepted any more than the argument of a person that he cannot recognise the authority of the courts of the State at all because of considerations of conscience. The provision relating to freedom of conscience is subject to the condition relating to the maintenance of public order which demands of every citizen that he accept the authority of the courts established by law. A Jew was not obliged to be a member of Knesset Israel, but it cannot be deduced from this that the legislature was unable to confer jurisdiction upon the courts of the Rabbinate over persons who were not members of Knesset Yisrael. Section 181(d) of the Criminal Code Ordinance, 1936, indicates the existence of such a jurisdiction, for this section gives official recognition to a permit of the rabbinical courts in respect of any person whose personal law is Jewish law, that is to say, also in respect of Palestinian Jews who are not members of Knesset Yisrael. It is difficult to see how the legislature could have provided otherwise since the recognition of the State was accorded only to these courts as the religious courts of the Jewish community.

 

26. For the reasons stated above I am of the opinion that the appeal against the conviction should be dismissed.

 

            SILBERG. J.  I am also of the opinion that the appeal should be dismissed.

           

2. In the submission of counsel for the appellant, section 181 of the Criminal Code Ordinance is invalid for two reasons :

 

            (a) It restricts freedom of conscience.

            (b) It discriminates between one person and another on grounds of religion.

           

            The remaining arguments and contentions of counsel for the appellant are merely branches of his two main submissions as set forth below.

           

3. As far as counsel's first submission is concerned, I should say at once that I entirely disagree with the opinion of the State Attorney that the guarantee of freedom of conscience extends only to the protection of freedom of thought. Thoughts are not punishable nor are they subject to other sanctions, and there is therefore no need to protect them. It follows that the freedom of conscience which enjoys the protection of the legislature must necessarily include a man's acts and deeds, the fruit of the exercise of his conscience, provided always that they do not exceed the bolunds of his purely personal affairs. When they do exceed these limits, they again become subject, like all other activity - to the surveillance of the law.

 

4. The question, therefore, is whether section 181 really restricts a person's freedom of conscience. I could, in fact, limit the question and define it in this way: whether the section referred to restricts the individual freedom of conscience of the appellant in this case, in the particular circumstances of this case. I do not wish, however, to divide the problem in this way, since I have in the result reached a negative conclusion in regard to this question even in its full connotation.

 

5. How is there likely to be a restriction on freedom of conscience in the circumstances of the present case?

 

            There is no doubt that freedom of conscience also includes freedom of religion. In order to show, however, that some prohibitory provision of the law restricts freedom of religion, it is not sufficient to establish that religion does not forbid the act in question. It is necessary to go further and prove that the doing of that act is demanded by religion - that religion commands and obliges the performance of that act. Not everything that is permitted by religion need necessarily be permitted by law. These two areas, therefore, are not identical. The one deals with matters between man and God, and matters between man and man, while the other also deals with matters between man and the State.

 

            In making these observations we need scarcely consider the validity in Palestine of the Ban of Rabbenu Gershom, and whether a Sephardi or Caucasian Jew here in Israel is permitted by law to marry more than one wife. Even if we assume - and I do not imagine that that is so - that the Ban of Rabbenu Gershom has no application to a Jew who comes here from tile regions of the Caucasus, the constitutional validity of section 151 will remain completely unaffected. It is not necessary, therefore, for me to enter into an examination of the interesting theoretical problems in which counsel for the appellant involved himself, namely, whether the Ban of Rabbenu Gershom (or its voluntary continuation after the year 5000 A.M.), is to be determined by the place in which a person is situated - in accordance with the opinion of some commentators - and whether it applies, therefore, to all the inhabitants of that place - even to new immigrants from countries in which the Ban is not acted upon, or whether it is only a personal obligation - in accordance with the opinion of other commentators - and has no application to a person who comes to a place where the Ban is accepted from a place where it is not accepted. (See Shulhan Aruh - Even Ha-ezer - I,9, and commentators ad loci Knesset Hagedola - Even Ha-ezer, Annotations Bet-Yosef, 1,22 (in the name of Rabbi Itzhak Hen); compare, however, Responsa of Nissim, 48; Kol Eliyahu, 2, Responsa on Even Ha-ezer, 12, and Knesset Hagedola, 20, q.v.)

 

6. The correct definition of the question, therefore, to put it shortly and yet accurately, is as follows : whether a man from Israel is obliged, by law, to take more than one wife or not. Counsel for the appellant advanced a novel submission in regard to this question, namely, that since the commandment to be fruitful and multiply is the first commandment in the Bible - first in order and in importance - any provision in the law which restricts the number of wives a man may marry is likely to lead to that commandment's being disobeyed. In support of his argument, counsel relied upon "She-elat Ya'avetz" of Rabbenu Ya'acov Gershom as being calculated to prevent a man fulfilling the commandment to be fruitful and multiply, and as preventing the increase of the seed of Israel. It is possible to go further in the spirit of counsel's submission, and to argue that the prohibition against bigamy is also likely to prevent the fulfilment of the commandment requiring a man to marry the childless wife of his deceased brother - in so far as that commandment is still observed in this country. I mean to refer to those Eastern communities who follow the opinion of Rabbi Izhak Alfasi and Maimonides that it preferable for a man to marry his deceased brother's widow than to give her her release, as is done by the Ashkenazi community in accordance with the opinion of Rabbi Moshe Isserlis. (See the dispute between Abba Shaul and the Rabbis, Yevamoth, 39b; Bechoroth, 13a; Rabbi Itzhak Alfasi, Yevamoth, Chapter "Ha-Holets" (Chapter 4); Maimonides "Yibum Vehalitsa" - 1,2; Annotations Rabbi Moshe Iserlis, Shulhan Aruh, even Ha-ezer - 165,1). I refer to those who are of the opinion that the commandment referred to should be observed even by those who are already married (Pit'hei-Tshuva, Shulhan Aruh - even Ha-ezer, 165, subs. (c), which is opposed to the responsum of Rabbi Itzhak Bar-Sheshet, Title 302 quoted in Bet Yosef and in the interpretation Even Ha-ezer at the beginning of chapter 165).

 

            This submission, however, has no substance whatsoever. Without entering into the question of the meaning of Article 17 of the Order in Council - whether it prohibits legislation which is intended from the outset to prejudice the dictates of religion, or whether it also invalidates any law which is likely, in particular circumstances, to prevent the observance of one of the religious duties - without embarking at all upon an investigation of this problem, there is a very simple answer to the submission of counsel for the appellant in this case. That answer is that this section 181 has already concerned itself from the outset with preventing any possible conflict between the law and religion, and has provided a special method for the resolution of any conflict between them. I refer to the "permission" set out in subsection (d) of the section. It is provided in that sub-section that a person who has more than one wife will be free from guilt ("it is a good defence to a charge under this section") if he proves that the law as to his marriage (both his first and subsequent marriage) is Jewish law, and that "a final decree of o rabbinical court of the Jewish community, ratified by the two Chief Rabbis for Palestine, and giving permission for the subsequent marriage, had been obtained prior to the subsequent marriage". And since the rabbinical court and also the two Chief Rabbis will certainly, no less than any other person, give proper consideration to the observance of religious duties and, if it appears to them correct to do so both from the legal point of view and the facts of the case, will grant the permission requested, there is a sufficient guarantee of "freedom of religion". Where have we grounds for complaint against the Palestine legislature? Was the Mandatory legislature obliged to constitute itself the guardian of matters of religion, and to impose or permit the fulfilment of a commandment which even the religious court is not prepared to permit? I would be very surprised indeed if that were so!

           

7. But counsel for the appellant continued to urge that it was just this very subsection - subsection (d) of section 181 - which constitutes a serious inroad into the freedom of conscience and religion. He submitted that the jurisdiction of both "the rabbinical court of the Jewish community" (which is the court of "Knesset Yisrael"), and that of the two Chief Rabbis, extends to members of "Knesset Yisrael" alone1) (see Gliksberg v. Chief Execution Officer (8), and judgments there cited), and a man who is not a member of Knesset Yisrael can derive no benefit from a "permission to marry" given by a court such as this. It follows that a man who is about to take a second wife will be compelled, against his will, to join the Knesset Yisrael in order to secure the legal validity of the permission referred to. Can there be any greater religious compulsion than this?

 

            There are two replies to this submission which, in my opinion, is without substance.

 

(a) First, I have grave doubts whether the jurisdiction of the rabbinical court is limited here too, in regard to the defence provided for in section 181(d),to members of Knesset Yisrael only. Without expressing any final opinion I am inclined to think - as was said by the learned President of the District Court in paragraph 48 of his judgment - that by virtue of the provisions of rule 6(1) of the Jewish Community Rules, 2)read together with the provisions of Article 9(2) of the Palestine Order in Council (Amendment), 1939,3) section 181 confers a special jurisdiction upon the court of Knesset Yisrael and upon the Chief Rabbis to grant permission to marry also to a person who is not a member of Knesset Yisrael ;

           

b) Secondly, even if we assume that this is not so, and that a man who is very anxious to marry a second wife is compelled, whether he likes it or not, to become a member of Knesset Yisrael - is this something so very shocking? Is this to be treated as "interference with the freedom of religion"? Is the religion of a member of Knesset Yisrael any different from the religion of a person who is not a member of the Knesset ? Religious "compulsion" such as this  means nothing, and it is difficult to submit with any seriousness that the whole legal force of section 181 is to be destroyed because of this feature.

           

8. Before leaving this subject I wish to touch shortly upon another point which also provides a simple and complete solution, in quite another way, to the problem of the freedom of conscience and religion. It is well known that Article 17 of the Order in Council lays down one proviso in respect of the prohibition on the restriction of freedom of conscience, and that is in so far as is required "for the maintenance of public order and morals" (do not read: "and morals" but "or morals"). Dr. Wiener, for his part, has introduced a proviso to the proviso and contends that the word "public" in this context means the whole public and not only a part of the public. I do not know from where this doctrine is derived, nor whether there was any place for it in the conditions of life which prevailed in Mandatory Palestine. It seems to me that in a heterogeneous society, with its many variations and different cultural groups, we can very well imagine that a particular law was necessary for "the maintenance of order" in only one of the different sectors of the population of the country. It can hardly be imagined that the position was otherwise. And the word "order" does not mean only the prevention of disorder. It includes also the maintenance and regulation of particular forms of living and cultural values in which that particular section of the community is interested, and which it holds dear. And if this is so, the amendment to section 181 - which was introduced under pressure from the Jewish community as a whole - is absolutely valid and completely unexceptionable even if the fullest effect be given to the proviso in Article 17.

 

            It would in fact have been possible to solve the whole problem by the process of reasoning set forth above alone. Since in my opinion, however, there was no restriction whatsoever on the freedom of conscience and religion in the circumstances of this case I found it necessary in the preceding portions of my judgment to deal with other aspects of the problem.

 

9. 1 pass now to the second and more serious submission of counsel for the appellant, namely, that of discrimination. This is an argument of substance which demands careful consideration. The conception discussed in the preceding paragraph can in any event have no place in regard to this portion of the enquiry, for the provisions of Article 17 prohibit discrimination in all circumstances - even if it be necessary for the maintenance of public order, since the proviso has been omitted from the concluding portion of the Article.

 

            Article 17, as enacted in Article 3 of the Palestine (Amendment) Order in Council, 1923, provides as follows :

           

".....no Ordinance shall be promulgated.....which shall tend to discriminate in any way between the inhabitants of Palestine on the ground of race, religion or language."

           

            It is Dr. Wiener's submission, stated shortly, that since, in terms of the real and practical application of section 181, bigamy - that is to say, having more than one wife - is permitted for Moslems, but is forbidden to Jews and Christians, the law discriminates between one man and another on grounds of religion.

           

            For the sake of accuracy it must be added that Dr. Wiener does not complain - nor can he complain - that bigamy is permitted for Moslems, and that, as it were, there is discrimination in their favour. It was not this legislative act which permitted them to indulge in bigamy, for they were permitted to take more than one wife before this Act was promulgated. His main argument is that section 181 prohibits bigamy for Jews to a greater extent than for members of any other community, for, differing in this respect from other communities, they are forbidden to contract bigamous marriages even where their religious law permits them to do so (see the language of subsection (c)). It follows that the law has discriminated here, and has discriminated against the members of the Jewish community.

           

10. It is still not clear whether counsel for the appellant complains of discrimination on the grounds of race or on the grounds of religion. It would appear, however, that Dr. Wiener complains of religious discrimination, for he has emphasised before us again and again that section 181 makes the discrimination dependent upon the nature of the law which applies to the marriage of the offender; whether that law is Jewish law, or "some law which is not Jewish law".

 

11. It seems to me that it is just there - in those words and in that definition - that the weakness in counsel's argument appears. The language of the section is as follows : -

 

". . . . . provided that it is a good defence to a charge under this section to prove : -

........................................................................

 

(c) that the law as to marriage applicable to the husband both at the date of the former marriage and at the date of the subsequent marriage was a law other than Jewish law and allowed him to have more than one wife, or

 

(d) that the law as to marriage applicable to the husband both at the date of the former marriage and at the date of the subsequent marriage was Jewish law and that a final decree of a rabbinical court of the Jewish community, ratified by the two Chief Rabbis for Palestine and giving permission for the subsequent marriage, had been obtained prior to the subsequent marriage.''

 

This language leads to two conclusions:

 

(a) That section 181 makes the conviction and sentence dependent - not on the racial or religious affiliation of the wrongdoer, but upon a third test which is different from both of these, namely, what is the law which is applicable to the marriage of the offender;

 

(b) that the whole difference between the two classes of cases expresses itself, as a matter of fact, in one point alone, and that is that while it is sufficient for a man whose law is not Jewish law to prove, even at the trial itself, that his personal law - that is to say, that law applicable to his marriage - permits him to marry more than one wife, a man who is subject to Jewish law is obliged to prove that before his second marriage was celebrated he had produced a certain certificate laying down that he was permitted, individually, to marry a second wife. In other words, in regard to a man such as this - who falls into the second class - a criminal court will not be satisfied with the evidence of an expert with an abstract legal opinion, but will demand the production of an actual personal certificate issued to him, before he is married to the second wife.

           

12. As I have already indicated, the submission of discrimination as advanced by counsel for the appellant is completely destroyed by these considerations. In order to explain the principle we must deal shortly with the question of the special legal situation of "matters of personal status" and the place which they occupy within the framework of the general civil law of the State.

 

13. As everyone knows, the Palestine legislature divested itself of the power to lay down its own new principles in matters of personal status, and for reasons which are understandable and well-known it generally transferred the regulation of such matters - both from the point of view of procedure and from the point of view of substantive law, to the different religious codes of the various communities. Matters affecting the marriage and divorce of a Palestine citizen, who is a member of one of the recognised communities, are dealt with, even in the civil courts (when the question, for example, arises before them incidentally) in accordance with the religious law of the community in question. That also applies in regard to the duty of maintenance by a Palestinian husband in a claim brought against him in a civil court, and also to other similar types of claim.

 

            The matters which I have so far mentioned are simple, plain and well-known, and there is no reason to discuss them at any length. There arises, however, an interesting question which is not so simple, and that is the explanation of the rule which I have stated. Did the Palestine legislature, from the legislative point of view, leave a vacuum, and in respect of these matters employ foreign legal norms which have no place in its own system of law? Or did the Palestine legislature take over these legal norms, and make them an integral part of its own general system of civil law? This question is not, as we shall see, a merely theoretical one.

           

14. Even if there could have been some hesitation on this question up to the year 1945, the problem was completely settled with the promulgation of the Interpretation Ordinance 1945, and the matter is no longer open to any doubt. Section 2 of that Ordinance provides distinctly that the expression "law" also includes "the religious law (both in writing and verbal). . . . . which is in force, or which will be in force in future in Palestine." These words are crystal clear, and any interpretation of them would he superfluous. The legislature has in this section expressed its opinion in unmistakable language that the religious law, to the extent that it is in force in Palestine, itself constitutes an integral part of the law of the State. That is to say, that if a district court deals, for example, with the obligation of a Jewish husband who is a citizen of Palestine to pay maintenance, and it applies - as it is obliged to do - Jewish law, that part of Jewish law which deals with the question is regarded as if it had been enacted as one of the laws of the State. This, moreover, is the only reasonable and the only possible approach to the matter. Religious law is not "a foreign branch" which is grafted onto the trunk of the tree from without, but, to the extent that it was recognised, is itself inextricably interwoven with the boughs of the tree and forms a portion of its boughs and its branches.

 

15. Let us return to our problem, and examine the influence of this approach on the question before us. The effect is patent and clear : the basic idea which lies at the foundation of section 181 - at the foundation of all the provisions of that section - is to prevent an intrinsic and unreasonable conflict between different portions of the law of the State. For since, in the field of the civil law, there is no single arrangement common to all of the laws of marriage and divorce for all the inhabitants of the country, each community having its own laws, and ifs own forms, so it would be inappropriate to lay down one equal law for all sections of the inhabitants in the field of criminal law. It would be insufferable if there were a contradiction between the civil "permission" to commit bigamy, and the criminal prohibition of bigamy, and if these two conceptions did not coincide. The legislature therefore laid down as a general rule that if the civil law - that is to say, the "religious law" in accordance with which civil questions relating to the marriage of the offender are to be determined - permit him to marry more than one wife, it - the legislature - does not wish to prohibit him from so doing from the point of view of the criminal law. Here, however, the legislature was confronted with a difficulty in respect of members of the Jewish community, or to use the language of the legislature, persons the law of marriage applicable to whom was Jewish law. The difficulty was that Jewish religious law in fact recognises the validity of bigamous marriages - that is to say, having more than one wife - but it does not "permit" such marriages in a general and absolutely unrestricted form. On the contrary its general attitude to them is negative, and it only permits them subject to many reservations and conditions. Hence the legislature found itself confronted with a very complicated situation - a situation complicated from the legal point of view. It could not understand the situation in question nor did it believe that it could itself solve the problem. Who would investigate and who would decide if the particular person who married more than one wife was in fact permitted by Jewish law to marry a second wife? Could such an important and complicated question be decided on the basis of experts who would be heard by the court after the event? What, therefore, did the legislature do? It established special machinery, namely, the rabbinical courts of the Jewish community, together with the two Chief Rabbis of Palestine, and it transferred to them - and to them alone - the power of deciding the question whether a second marriage on the part of the husband could be permitted - resulting naturally in his exemption from punishment - or not.

 

            In short, the legislature did not act here with discrimination and did not discriminate in any way on the basis of religion or race. Also in regard to Jews, the legislator did not depart from the basic principle that no distinction should be introduced between the civil and criminal aspects of bigamy, but it refrained from deciding itself upon the civil aspects of the matter - being mindful of its failure in 1988 - and it transferred the matter to more competent hands, namely, to the religious courts and the Chief Rabbis, who were to decide the matter before the commission of the act. This is not a case, therefore, of racial or religious discrimination, or of discrimination at all. It is a necessary consequence of the legal differences between those portions of the law by which the legislature regulated matters of personal status of the citizen. In the field of the civil law of personal status, however, the legislature was compelled to lay down different legal norms for each community by means of the religious laws. No one has ever questioned the correctness of this course. All that the legislature proceeded to do, in the field of criminal law, was to draw the practical and logical conclusions from this distinction in the civil law.

           

16. And now one word on tile question so ably dealt with by the State Attorney relying on judgments given by the American courts, and in particular on the theory expressed in one case, Lindsley v. National Carbonic Gas Co. (10), by Mr. Justice Deventer of the United States Supreme Court. Not all discrimination is discrimination in the full sense, for in some cases it is nothing more than drawing a distinction. Drawing a distinction in which way? - when there exists a real difference between the two persons between whom discrimination is alleged on any reasonable basis, and the discrimination is not capricious (see p. 340, column g, ibid.). The conception lying behind the prohibition against discrimination is that a man shall not be prejudiced only because of his belonging to a particular race or religion, and there is no discrimination when it is not only on the basis of race or religion that the distinction exists, and where there is no prejudice. The discrimination in section 181 is only in the nature of a distinction. A Jew is not punished for polygamy because he is a Jew; but he is restrained by the threat of punishment from taking more than one wife seeing that the society to which he belongs - the Jewish community - has itself laid down that taking more than one wife is inconsistent with its moral and cultural conceptions - that it can no longer permit that practice. It therefore requested the legislature to prohibit the taking of more than one wife in its own interest, and the legislature acceded to this request. What we have here, therefore, is not a discrimination which is prohibited, but a distinction which is permitted, in no way offending the provisions of Article 17. This conception is in fact similar to that expressed above in paragraphs 14 and 15, expressing indeed two sides of the same coin.

 

17. In conclusion I wish to point out that ~ unreservedly associate myself with the conclusions of the learned President of the District Court in regard to the validity of the Ban of Rabbenu Gershom and the extent of its application in this country. It is a widely-accepted principle that that Ban - or the custom which has remained after the year 5000 A.M. (see Responsa of Hatam Sefer - Even Ha-ezer - s. (d)) - is valid in Israel, and binds everyone who enters this country. The authorities for this proposition were cited fully in the judgment of the learned President. I only wish to add that already in tile period of the Amoraim - some 700 years and more before the Ban of Rabbenu Gershom - there expressed itself - here and there - an inclination against polygamy, from the spiritual point of view. If the Amora Rabbi Ami, who lived in the 4th Century, said, "that I say : everyone who marries a second wife shall divorce his first wife (if she so desires) and pay her the sum of her ketuba" (Yebamot, 65a). Pay particular attention to tile strong introduction "that I say !" - this shows there were even in that far off time, people who were in favour of this idea. And even Raba, who differed from the opinion of Rabbi Ami in connection with this principle, said "A man may marry more than one wife if he is able to support them", also expressed his opinion indirectly elsewhere, and took it for granted that it is in no sense a natural thing that a man should marry more than one wife, and that it is necessary - at least from the moral point of view - to procure the consent of the first wife to such an act (see the reply of Raba to Abayeh - Kiddushin - 7a : "So he said to her at the time of the marriage -  that if I wish to marry another woman, I shall do so"). Any one who knows how to read between the lines will find many such expressions of opinion widely spread throughout our ancient literature, but this is not the place to dwell upon this subject at any length.

 

            In short, bigamy was never an institution which was rooted, or permanent or favoured, in the life of the Jewish people. It was merely 'tolerated', if one may use this expression - and what was laid down by Rabbenu Gershom, the Light of the Exile, at the beginning of the 11th Century, was no more than to put the final touches upon a gradual and deep development throughout the generations.

            It is my opinion, therefore, that the appeal should be dismissed, and the conviction confirmed.

           

            SMOIRA J.  I have read the judgments of my colleagues Silberg J., and Landau J., and I have nothing to add. They have both reached the conclusion that the appeal should be dismissed, and I am in agreement with their opinion.

            We therefore dismiss the appeal against the conviction.

            After hearing counsel for the appellant, the appellant himself, and the District Attorney, we find no ground for imposing a lighter penalty. We also dismiss the appeal against the sentence. We confirm the judgment and sentence of the district court .

           

            The appellant will be imprisoned for a period of one year from today.

           

Appeal dismissed.

Judgment given on March 29, 1951.

 

1) The text of s. 181 is set out on pp. 176, 177 infra.

2) The relevant part of the text of Article 17(1)(a) is set out on p. 178 infra.

 

1) "That you may know that God has drawn a distinction between Egypt and Israel."

1) Whose Ban on those who took more than one wife was restricted for centuries to European and American Jews.

 

1)       To understand this argument it must be remembered that in the days of the Mandate there were non-conformist Jews who were outside the official Jewish community and who refused to recognise the courts or its rabbis.

2)             Palestine (Amendment) Order in Council, 1939, art. 9(2):

Provisions regarding religious communities

9.             (1) .......................…………………………………

(2) For the removal of doubts it is hereby declared that, notwithstanding anything contained in the Principal Order, or any amendment thereof or any rule of law to the contrary, the Change of Religious Community Ordinance, and the Religious Communities (Organisation) Ordinance and the Rules made under the last-mentioned Ordinance, were lawfully enacted

 

3)             Jewish communities Rules, rule 6(1):

Judicial powers of Rabbinical Offices.

6. (l) Each Rabbinical Office shall sit as a Rabbinical of Court of first instance in such places as may be prescribed by the Rabbinical Council and shall exercise the jurisdiction conferred upon the courts of the Jewish Community in Palestine by any Order in Council or Ordinance or other legislation of the Government of Palestine and shall have exclusive authority to register dedications of property for charitable purposes made by members of the Community according to Jewish law.

 

Skornik v. Skornik

Case/docket number: 
CA 191/51
Date Decided: 
Friday, February 19, 1954
Decision Type: 
Appellate
Abstract: 

The parties were married in Poland on April 2, 1948, according to civil law, without a religious ceremony. They were at that time Polish citizens who were domiciled in Poland, and they remained domiciled in that country after their marriage. They immigrated to Israel in 1950 and thereupon became stateless. Thereafter the husband instituted action against the wife in a District Court for the return of effects or payment of their value, and the wife counterclaimed for maintenance. It was held in the District Court that, in accordance with the principles of international law, the law to be applied in regard to the validity of the marriage was Polish law, and that the law to be applied in regard to the husband's liability for maintenance was Jewish law; that a valid marriage had been contracted; that the claim - based as it was on the Civil Wrongs Ordinance, 1944, - could not be maintained, and that the wife was entitled to maintenance.

           

The husband appealed.

 

HELD: Per Olshan D.P.

 

(1) That whether the law to be applied regarding the validity of the marriage was Polish law or Jewish law, a valid marriage had been contracted, as the presumption in favour of such a marriage had not been rebutted.

 

(2) Semble, that the District Court had been entitled to apply private international law, and that it had correctly decided that the validity of the marriage was to be determined in accordance with Polish law.

 

Per Agranat J.

 

(l) That the District Court had correctly applied the principles of private international law, and that the validity of the marriage was to be determined in accordance with Polish law.

 

(2) That since the operative facts which constituted the cause of action of the claim all took place in Israel, such claim must be dealt with in accordance with local law, and that having regard to the provisions of the Civil Wrongs Ordinance, 1944, the claim must fail.

 

(3) That the wife's right to maintenance was to be decided in accordance with Polish law but that the amount of maintenance to be payable, being a question of remedy, was to be decided in accordance with local law, namely, Jewish law.

 

Per Witkon J.

 

(1) That the principles of private international law take precedence over all other laws, that the validity of the marriage was to be determined according to Polish law, and that according to that law there had been a valid marriage.

 

(2) That the right to maintenance of a wife married under Jewish law must be applied in favour of a wife whose marriage is based upon foreign law which is recognised by local law, and

 

(3) (dissenting on this point from the opinion of Olshan D.P.) that if the validity of the marriage was to be tested by Jewish law, there was no reason for disturbing the finding of the District Court that that presumption in favour of such a marriage had been successfully rebutted by the husband.

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
Author
concurrence
Full text of the opinion: 

C.A. 191/51

       

LEIB SKORNIK

v.

MIRIAM SKORNIK

 

 

In the Supreme Court sitting as a Court of Civil Appeal

[February 19, 1954]

Before Olshan D.P., Agranat J. and Witkon J.

 

 

Family law - Husband and wife - Civil marriage according to law of domicile - No religious ceremony - Validity of marriage - Private International Law - Maintenance - Local law - Jewish law.

 

            The parties were married in Poland on April 2, 1948, according to civil law, without a religious ceremony. They were at that time Polish citizens who were domiciled in Poland, and they remained domiciled in that country after their marriage. They immigrated to Israel in 1950 and thereupon became stateless. Thereafter the husband instituted action against the wife in a District Court for the return of effects or payment of their value, and the wife counterclaimed for maintenance. It was held in the District Court that, in accordance with the principles of international law, the law to be applied in regard to the validity of the marriage was Polish law, and that the law to be applied in regard to the husband's liability for maintenance was Jewish law; that a valid marriage had been contracted; that the claim - based as it was on the Civil Wrongs Ordinance, 1944, - could not be maintained, and that the wife was entitled to maintenance.

           

            The husband appealed.

 

HELD: Per Olshan D.P.

 

(1) That whether the law to be applied regarding the validity of the marriage was Polish law or Jewish law, a valid marriage had been contracted, as the presumption in favour of such a marriage had not been rebutted.

 

(2) Semble, that the District Court had been entitled to apply private international law, and that it had correctly decided that the validity of the marriage was to be determined in accordance with Polish law.

 

Per Agranat J.

 

(l) That the District Court had correctly applied the principles of private international law, and that the validity of the marriage was to be determined in accordance with Polish law.

 

(2) That since the operative facts which constituted the cause of action of the claim all took place in Israel, such claim must be dealt with in accordance with local law, and that having regard to the provisions of the Civil Wrongs Ordinance, 1944, the claim must fail.

 

(3) That the wife's right to maintenance was to be decided in accordance with Polish law but that the amount of maintenance to be payable, being a question of remedy, was to be decided in accordance with local law, namely, Jewish law.

 

Per Witkon J.

 

(1) That the principles of private international law take precedence over all other laws, that the validity of the marriage was to be determined according to Polish law, and that according to that law there had been a valid marriage.

 

(2) That the right to maintenance of a wife married under Jewish law must be applied in favour of a wife whose marriage is based upon foreign law which is recognised by local law, and

 

(3) (dissenting on this point from the opinion of Olshan D.P.) that if the validity of the marriage was to be tested by Jewish law, there was no reason for disturbing the finding of the District Court that that presumption in favour of such a marriage had been successfully rebutted by the husband.

 

Palestine cases referred to:

 

(1)        C.A. 195/43 - Gertrud Freyberger v. Otto Friedman ; (1943), 10 P.L.R. 405.

(2)        C.A. 122/44 - Haim Cohen v. Rachel Ludmirer; (1944), 11 P.L.R. 522.

(3)   C.A. 119/39 - Pessia Nuchim Leibovna Shwalboim v. Hirsh (Zvi) Swalboim; (1940), 7 P.L.R. 20.

(4)   C.A. 234/45 - Ursula Tennenbaum v. Joseph Tennenbaum; (1945), S.D.C. 431; (1946), 13 P.L.R. 201 (on appeal).

(5)   C.A. 158/37 - Leib Neussihin and Others v. Miriam Neussihin; (1937), 4 P.L.R. 373.

(6)        C.A. 11/41 - Eliyahu Bichovski v. Nitsa Lambi-Bichovski; (1941), 8 P.L.R. 241.

(7)        Probate 290/45 - Levin v. Goldberg and Another; (1946), S.D.C. 320.

 

Israel cases referred to:

 

(8)        C.A. 26/51 - Shimon Cotic v. Tsila (Tsipa) Wolfsohn, (1951) 5 P.D. 1341.

(9)   C.A. 238/53 - Aharon Cohen and Bella Bousslik v. Attorney-General; (1954), 8 P.D. 4.

(10)      C.A. 87/49 - Zvi Levin v. Haya Naha Levin; (1951) 5 P.D. 921.

(11)      C.A. 100/49 - Estate of Meir Miller, Deceased v. Rivka Miller; (1951), 5 P.D. 1301.

(12) C.A. 98/47 - Ernst Halo v. Alfreda Yohanna Halo (known as Alfreda Yohanna Lange) and Others; (1948/49), 1 P.E. 195.

(13)      S.T. 1/49 - Aharon Rosenbaum v. Sheina Miriam Rosenbaum; (1953), 7 P.D. 1037.

(14) C.C. M/48/201 - Dr. Gershon Burg v. The Attorney-General;(1919), 2 P.M. 24.

 

English cases referred to:

 

(15) Spivack v. Spivack; (1930), 142 L.T. 492.

(16) Srini Vasan (otherwise Clayton) v. Srini Vasan; [1945] 2 All E.R. 21.

(17) Baindail (otherwise Lawson) v. Baindail; [1946] 1 All E.R. 342.

(18) In re Goodman's Trusts; (1881), 17 Ch.D. 266.

(19) Salvesen or Von Lorang v. Administrator of Austrian Property; [1927] A.C. 641.

(20) Pugh v. Pugh; [1951] 2 All E.R. 680.

(21) Brook v. Brook; (1858), 3 Sm. & G. 481; 65 E.R. 746; affd. H.L., (1861), 9 H.L. Cas. 193; 11 E.R. 703.

(22) In re Paine. In re Williams, Griffith v. Waterhouse; [1940]         Ch. 46.

(23) Conway v. Beazley; (1831), 3 Hag. Ecc. 639; 162 E.R. 1292.

(24) De Reneville v. De Reneville; [1948] P. 100.

(25) In re Luck's Settlement Trusts; (1940) Ch. 864.

(26) J. D' Almeida Araujo LDA. v. Sir Frederick Becker and Co. Ltd.; [1953] 2 All E.R. 288.

(27) Dean v. Dean; [1923] P. 172.

(28) The Colorado; [1923] P. 102.

(29) In re De Wilton; De Wilton v. Montefiori; (1900) 2 Ch. 481.

(30) Lindo v. Belisario; (1795), 1 Hag. Con. 216; 161 E.R. 530.

 

Sheps for the appellant.

Marks for the respondent.

 

OLSHAN D.P. This is an appeal from a judgment of the District Court of Tel Aviv of October 12, 1951, dismissing a claim of the appellant which he had brought against the respondent for the return of effects, or payment of their value to the sum of approximately IL. 404.-, and allowing the counter-claim of the respondent for her maintenance.

 

            Both parties resided permanently in Poland and were nationals of that country. On April 2, 1948, the parties were married in Poland according to civil law, without a religious ceremony. The learned judge held in his judgment that "the couple at first thought of living together in Warsaw, but since Poland had not yet been delivered from the scourge of 'key-money', and since they had already begun to think of leaving that country, they decided that for the time being they would each continue to live in his or her own birthplace - in the case of the appellant, the town of Chekhanov and in the case of the respondent, the town of Gleivitz near Katovitz, and that they would continue to see each other from time to time, which they did."

           

            The couple came to Israel on March 17, 1950, with a view to settling here. It would appear that on reaching Israel they lost their Polish nationality and became stateless. The couple lived at first in an immigrants' camp, but afterwards they left the camp without providing themselves with a permanent place of residence.

           

            According to the respondent, she agreed to leave the immigrants' camp because the appellant promised her to obtain a flat, and because of his argument that so long as they lived in an immigrants' camp he would be unable to find work. Some time after they left the immigrants' camp, quarrels broke out between the parties. According to the respondent, the appellant did find work, but refused to support her or to look for a place in which she could live, and caused her untold suffering. These quarrels brought the parties to court. In August 1950, the appellant lodged his claim and in September, 1950, the respondent filed her defence and counterclaim.

           

            In connection with the claim and counter-claim, the question arose whether a marriage subsisted between the parties. It was submitted by the appellant that since the parties were stateless they were subject to Jewish law and that, in consequence, a marriage which had been celebrated, according to Polish law without "Hupa Ve-Kiddushin"1), could not be recognised in Israel. The appellant also attempted to show that the marriage was not valid in Poland in the light of the facts of the case; but without success. The submission in law of the appellant set out above, became the real dispute between the parties, and is also the main problem in the appeal before us. If the marriage was valid, there was no basis for the appellant's claim - based as it was, in the opinion of the learned judge, on the Civil Wrongs Ordinance, 1944 - and he should be ordered to pay maintenance, while if the marriage was invalid, the claim was well-founded, and the counter-claim should be dismissed.

           

            The question before us is: what law is applicable to determine the validity of the marriage?

           

            The learned judge held, in a carefully reasoned judgment, that the marriage was valid, and that the parties are to be regarded as man and wife. The approach of the learned judge to the problem may be summed up very shortly. In accordance with the principles of private international law, the law to be applied regarding the validity of the marriage is the law under which the marriage was celebrated, that is to say, Polish law; the law to be applied regarding the appellant's liability for maintenance is Jewish law. In other words, it must be assumed that the parties are man and wife, and it must then be determined in accordance with Jewish law if the behaviour of the appellant towards his wife in Israel, which preceded the filing by her of the counter-claim, entitles her to maintenance under that law.

 

            Before reaching the conclusion stated, the learned judge analysed the question of the validity of the marriage from the point of view of Jewish law in the following terms:

           

            "As against this, I agree that the parties never intended that their marriage, which is valid according to the personal law which applied to them during their residence in Poland, should be Kiddushin within the meaning of Jewish law. In the absence of other evidence, it is sufficient for me to quote from the evidence of the plaintiff and of the defendant on this subject. On page 2 of the record the plaintiff said: 'There were rabbis in Poland. I do not believe in God and no religious marriage therefore was celebrated.' And further, on the same page: 'I did not celebrate a religious marriage because such marriages mean nothing to me.' The defendant said on page 20: - 'I requested a Hupa, but he said there was no necessity.' I conclude from the evidence of the parties that there was nothing to prevent the celebration in Poland of a Jewish marriage, although it may have been impossible to dispense with a marriage by Polish law, but I do not believe the defendant, who sought to convince me that she, and to a lesser extent her husband, were in fact religious. In regard to this point I accept the version of the plaintiff without reservation, and I am satisfied that the parties gave no thought whatever to the Jewish religious aspect of their uni on. It was the intention of the parties to achieve the status of marriage in accordance with the provisions of Polish civil law, and of that law alone.

 

            Since the parties at no time intended to be married by Kiddushin according to Jewish law, that law will not regard their union as a marriage. The cohabitation of the plaintiff and the defendant cannot be regarded as cohabitation for the purposes of Kiddushin, though it certainly was cohabitation for the purposes of marriage under Polish civil law.

           

            There is no presumption to assist the defendant in her submission that it must at least be presumed that she has been married by Kiddushin according to Jewish law. From the point of view of Jewish law the parties have never enjoyed the status of a married couple."

           

            In Jewish law there is a presumption, of which a hint is given above, to the effect that "a man does not indulge in sexual intercourse for the purpose of sin", and that there is, therefore, with cohabitation "an intention of marriage." In other words, when a man cohabits the law presumes that he has marriage in mind, and a bill of divorcement is therefore necessary to dissolve the marriage. This subject has been a bone of contention for many centuries between those who argue for a strict interpretation of the law and those who wish to be more lenient regarding the question whether a woman, who has not been married according to Jewish rites, does or does not require a divorce in order to marry some other person. According to those who take a strict view of the law, a divorce is necessary because of the presumed intention to marry by way of cohabitation. On the other hand, according to those who argue for the more lenient view, the woman does not require a divorce if there was no reason to believe that there was any intention to marry. In other words, those who take the strict view demand a divorce in the absence of a clear foundation for the belief that there was no intention of marriage, while those who argue for the more lenient view do not demand a granting of divorce where there is no evidence of an intention to marry. Both these schools of thought, however, recognise the presumption referred to, and the whole dispute relates only to the necessity for the granting of a divorce. Both schools require that a searching enquiry be conducted before giving a decision in any particular case, and it is very doubtful if they would rely on the evidence of a husband who appears before them as a party interested in setting the marriage aside. In the absence of any other evidence, it is doubtful if even those who take the more lenient view would agree to come to a decision purely upon the basis of the evidence of the husband interested in setting aside the marriage, who appears before them saying, "I do not accept the presumption, and you cannot therefore attribute to me any intention of marriage according to Jewish rites." After all, in Jewish law, as is well known, a litigant is not a competent witness. Further, he puts himself in the wrong by denying a presumption which is one recognised by law. If, however, it be said that this is a matter which belongs to the law of evidence, and that in that respect the learned judge was not bound by Jewish law (Cotic v. Wolfsohn (8)), I doubt whether according to secular law also the learned judge would have been able to rely merely upon the evidence of the appellant (the plaintiff) in the absence of any other evidence.

 

            It must not be forgotten that the question whether the absence of a Jewish form of marriage was intentional or due to an oversight, or because of an objection to the expression of a religious intention, is a question of fact, and that in this case additional evidence in support of that of the appellant - an interested party - was required, before the matter could be properly decided.

           

            In speaking of the appellant (before the passage quoted above), the learned judge says: -

           

            "I am surprised to what depths he fell. He had heard from his lawyer that according to Jewish law - if it applies to the personal status of the litigant - his union with the defendant was not within the framework of a marriage at all. He had heard that Jewish law recognises cohabitation as a basis for marriage, and when a man and woman live together for some time and the reputation in the community is that they are husband and wife, there arises a presumption of a valid marriage. Thereupon he so lowered himself as to commit perjury before me and swear that at no time did he regard the defendant as his wife, but as his mistress. I do not, of course, believe one word of this. Let there be no misunderstanding whatsoever. The submissions which a litigant desires to make are a matter for his own conscience - if he has a conscience. The submission of the plaintiff that Jewish law - and Jewish law alone - applies to the personal status of the parties, and that according to that law they never enjoyed the status of a married couple, is a legitimate submission. I am about to deal with it in all seriousness. It is one thing to submit that a marriage which is valid at the place where it was celebrated is not recognised by the law which applies to their personal situation; it is quite another to give evidence which is a tissue of lies and which purports to lay down that from the outset, and from the subjective point of view of the parties or of one of them, there was no intention of a marriage even within the meaning of the law which applied at the place where the marriage was celebrated. I have no doubt that from the point of view of Polish law during the period of their residence in Poland, the parties contracted a valid marriage."

           

            I do not quote the above passage in order to reach the conclusion that the marriage was also valid according to Jewish law, nor do I express any opinion on that point. The question of whether the respondent will or will not require a divorce should she wish to marry another man does not arise for decision in this case, since the respondent's claim is for maintenance. It is sufficient for me to say that whether Polish law applies or whether Jewish law applies there exists in the circumstances a presumption that the parties are man and wife, and in order that the appellant be relieved of his obligation to pay maintenance, it was for him to rebut that presumption, whether he relies upon Jewish law or upon Polish law. Semper praesumitur pro matrimonio. In Spivak v. Spivak (15), a Jewess who came from Poland brought a claim against her husband for maintenance. Her husband had lived apart from her in England for many years, and a question arose as to the validity of the marriage which had been celebrated in Poland. It was held that it is only in cases of bigamy that there is a duty upon the Crown to prove the validity of the first marriage beyond dispute, but that in a civil case, the presumption is sufficient. In quoting another authority, the learned judge said: "Where there is evidence of a ceremony of marriage having been gone through, followed by the cohabitation of the parties, everything necessary for the validity of the marriage will be presumed in the absence of decisive evidence to the contrary..."

           

            It is my opinion that, in view of the presumption referred to that "a man does not indulge in sexual intercourse for the purpose of sin", and the conclusion, that there exists an intention to marry, to be drawn from that presumption, the same rule must be applied where a claim such as a claim for maintenance is brought before a civil court and the matter is governed by Jewish law. It seems to me that where a claim is brought in a civil court, and that claim is one for maintenance, and it is clear from the facts that the parties are husband and wife, the court must apply the presumption relating to the validity of the marriage, unless it be proved by the defendant that according to the personal law which governs the case - be that Jewish law or some other law - the marriage is invalid. Should this not be established by the defendant, it is presumed that the personal law which applies recognises the validity of the marriage, and maintenance will be awarded in accordance with the provisions of the personal law.

 

            It follows that even had the learned judge decided that Jewish law also applied to the "Polish period" during which the marriage was celebrated, he would have had to award maintenance. I wish to emphasize once more that we are dealing here with a claim for maintenance in a civil court, and not with the question whether the defendant will or will not require a divorce. In the case before us the respondent discharged the burden of proof which lay upon her. She proved that, on the facts, she is the wife of the appellant. She proved, with the assistance of the presumption referred to, that she is also his wife from the legal point of view - whether the law which applies is Polish or Jewish law - for the purposes of a claim for maintenance. On the other hand, the appellant did not succeed in rebutting the presumption relating to the marriage of the parties, either according to Polish law or Jewish law.

           

            In giving an affirmative reply to the question whether the parties are man and wife, the learned judge applied Polish law, that is to say the law of the place where the marriage was celebrated, which is also the law of the matrimonial domicil, by virtue of which the parties acquired the status of a married couple.

           

            Without going into detail, I would say the conclusion of the learned judge is correct. The validity of the status which a person has acquired for himself is determined by the law which applied at the time that he acquired that status. He does not lose that status by changing his place of residence or his nationality even though he may then fall within the operation of another law. Any other conclusion would be likely to cause serious injustice. For example, a Jewish couple, married under civil law, lives in one of the countries of the diaspora for many years, emigrates to Israel in order to settle there, and acquires Israel nationality; the husband dies, and his estate is to be divided according to the law of succession to miri1) property, in respect of which a will does not operate. If it be said that the question whether the widow was the wife of the deceased should be decided according to Jewish law, it will follow that she would lose all rights to the inheritance - a situation which the deceased never conceived of during the whole of his life, whether in the diaspora or in Israel. On the other hand, a possible, though rare, situation might arise where a Jewish couple married in the diaspora according to religious rites alone, without fulfilling the civil requirements of the law of the country in which the marriage was celebrated. (Such cases may have occurred during the war in places under Nazi rule.) Suppose that couple emigrated to Israel. If the law to be applied is that of the matrimonial domicil at the time of the marriage, it would have to be held that the marriage was invalid as being contrary to the law of the State in which it was celebrated. It is possible, however, that in such a case other additional considerations would apply, so no hard and fast rule can be laid down to cover such a case.

 

            The principal argument of counsel for the appellant, in attacking the decision of the learned judge relating to the application of Polish law to the question of the validity of the marriage, is that since the claim and the counter-claim were filed at a time when the parties were stateless, Jewish law was applicable regarding all the questions that arose, whether during the "Polish period", when Polish law applied, or the "Israel period", when the parties were stateless. It follows from this submission that if the defendant were, for example, a person who became an English national, then - because of the application of English law and the English rules of private inter­national law which are included in that law - every incident in the life of such a person which created his personal status would not be judged according to domestic or municipal English law, but according to that law (the law of his domicil or the law of his previous nationality) which applied to him at the time of such occurrence. If, however, such a person became an Israel national, the religious law would apply to every such incident which occurred at any place and at any time from the date of his birth, for religious law is universal, and recognises no frontiers or limitations, nor does it include or recognise any private international law. In advancing this submission, counsel for the appellant relied upon a line of decisions from the period of the Mandate in which it was held that, according to Article 47 of the Palestine Order in Council, the personal law of a Palestinian Jew or stateless Jew is Jewish law, that is to say, the religious law. According to this argument, the authorities referred to purported to lay down that it is not the nature of the problem which arises between the litigants which determines the personal law of the defendant to be applied, but it is the nationality of the defendant (or the fact of his being stateless), at the time that he requires the assistance of the court, which determines which law is to be applied to all the problems that arise, without exception, and without consideration of the law which would have applied to the defendant at the time of his acquisition of the status, or of the creation of the cause of action, which is the subject of the matter to be considered by the court. In other words, if the defendant is a Jew who is stateless, and who is subject to Jewish law, and the question arises whether he is married, then if, according to Jewish law, his marriage is not to be regarded as valid, the court is obliged to hold that he is not married. The court should overlook the fact that according to the law which applied to the defendant at the time and place of his marriage, his marriage was valid. Counsel further submitted that since the court had reached the conclusion that, according to Jewish law, the marriage of the appellant was invalid, and since at the time of the bringing of the action Jewish law applied to him, the court could not rely upon Polish law and hold that he was married.

 

            Having examined the precedents from the time of the Mandate, I have reached the conclusion that this submission - even to the extent that it is based upon the authorities referred to - is unsound.

           

            In Freyberger v. Friedman (1). it was held by the Court of Appeal that Jewish law applied to a Jew who was stateless in matters of his personal status. The parties, who were previously Austrian nationals, settled in Palestine, and married at a time when they were stateless. They subsequently became divorced according to Jewish law. In applying the religious law it was held by the court that the divorce was valid, and that the bonds of marriage between the parties had been dissolved. The problem whether Jewish law also applied to the status which had been acquired by the defendant according to foreign law, at a time when such foreign law applied to him, did not arise.

           

            In Cohen v. Ludmirer (2), Jewish law was applied to the defendant, a stateless Jew, in a claim brought against him in respect of the maintenance of a child. The child, however, had been born in Palestine at a time when the defendant was stateless, that is to say, at a time when, and place where, he was subject to religious law. Here, too, the problem with which we are dealing did not arise.

           

            In Shwalboim v. Shwalboim (3), the court dealt with a claim for maintenance brought against a defendant who was a Palestinian national, and it was held that the claim was governed by Jewish law. In that case, too, the question of the effect of the foreign law which would have applied to the defendant before he became a Palestinian national, did not arise.

           

            In Tennenbaum v. Tennenbaum (4), the respondent married his wife in 1937 at a time when he was a Czechoslovakian national. The parties were divorced according to Jewish law on January 19, 1940. Czechoslovakian law did not recognise the validity of the divorce which was effected outside Czechoslovakia. On March 1, 1940, the respondent married the appellant, who was then a German national, by Jewish religious rites. In view of the doubt which arose as to the divorce from his first wife - and also in regard to the validity of his marriage to the appellant - by reason of the foreign laws which applied to the parties, the respondent became naturalised on March 31, 1941, and on May 2, 1941, he again divorced his first wife before a Rabbi. Thereafter the parties appeared at the Rabbinate, and a "marriage of validation" was celebrated. On July 4, 1941, the appellant also became naturalised. Quarrels broke out between the parties, and the wife filed a claim for a declaration that she was not the wife of the respondent. The District Court held that the second marriage was invalid, but that since the law that applied to the parties in this instance was their personal law at the time when the claim was filed, and that was the religious law, the first marriage and divorce were valid, in spite of the fact that according to the foreign law which then applied to the parties, the divorce, and therefore also the first marriage, were invalid. In other words, it was held that Jewish law, which applied to the parties at the time of the filing of the claim, also applied retrospectively to acts performed by the parties at a time when they were subject to the foreign law.

           

            Since the appellant in this case, his counsel submitted before us, was a Jew who was stateless, and was in no different position - from the point of view of the law which applied to him - from that of a Jew who is a Palestinian national, it follows that, by comparing this case with the decision referred to, Jewish law also applies to the Polish marriage, and that marriage is invalid. Since this is so, he further submitted, the learned judge erred in superimposing upon Jewish law the principles of private international law, and he should have held - in accordance with Jewish law - that the appellant was not married to the respondent, and should have dismissed her claim for maintenance. The Court of Appeal, however (in the Tennenbaum case), in confirming the conclusion reached in the judgment cited above, did not accept the opinion of the District Court and held explicitly: -

 

"The next point for decision is, what law is to be applied. There is no question that the law applicable is the law governing the parties at the time of the marriage. In the case of the first marriage, this is either Czechoslovakian or German law. Evidence was led to prove that neither of these laws recognises a religious divorce made abroad, and therefore at the time of the marriage between the parties, the respondent must be considered to have been still married to his first wife. His first marriage to the appellant was therefore a bigamous one and was accordingly invalid... Now, on the same principle governing the first marriage, the law applicable as regards the second marriage certificate is Jewish law, because the husband was at that time a Palestinian subject." (Per Frumkin J., at pp. 204, 5.)

 

This judgment is certainly no authority for the view that the religious law, which applied to the parties at the time of the filing of the action, applies throughout - that is to say, also to what occurred in a period during which the parties were subject to foreign law.

 

In Neussihin v. Neussihin (5), a marriage was celebrated between the parties in Germany by religious rites but not in accordance with German civil law. Such a marriage was invalid in the eyes of German law. After the couple reached Palestine, they appeared by agreement before the Rabbinical Court which declared that they were married by Jewish religious law, and handed them a certificate confirming this fact. A short time thereafter the parties acquired Palestinian nationality. After some years the husband died, and disagreements broke out between the heirs of the deceased and his widow as to the division of his miri property. It was contended by the heirs that the widow had at no time been the legal wife of the deceased, since the marriage was void according to German law at the time of its celebration in Germany. It must be pointed out that when the parties appeared before the Rabbinical Court their marriage was confirmed, but no ceremony of marriage was celebrated not even what was called in Tennenbaum's case (4) a "marriage of validation". it was held by the court that the question whether the widow had been the wife of the deceased must be decided according to Jewish law. But it would be wrong to think, as is submitted by counsel for the appellant, that it follows from this decision that the religious law which applied to the widow at the time of the bringing of the dispute before the Court, applied throughout - that is to say, to the period during which the law which applied to the deceased and his wife was German law. The court merely recognised the declaration of the Rabbinical Court, as to the status of the parties, as a decision given by a competent tribunal, and refused to act as if it were a court of appeal from the Rabbinical Court and set aside its decision because it had disregarded private international law. It also does not follow from the judgment cited that private international law is not to be considered in addition to Jewish law in a claim which is elucidated in a civil court. The following provision from section 23 of the Succession Ordinance, 1923, is quoted in the judgment referred to: -

 

"23. For the determination of any question as to whether any person is a member of a class, or possesses a character or quality, whereby he is entitled to a share in a succession the civil courts shall apply the following rules : -

 

   (a) if the claimant is a Moslem or a member of one of the communities, the Moslem law or the law of the community shall apply;

  

   (b) if such claimant is a foreigner.... ."

           

            Since the widow was a member of the Jewish Community and a Palestinian national at the time that the dispute was brought before the District Court, had the Court of Appeal held that the religious law to which the widow was subject at the time of the hearing of the dispute was also the operative law even in respect of the period during which she was subject to German law - as counsel for the appellant in the present case had submitted - that court would have had no need to rely upon the decision of the Rabbinical Court as to the status of the deceased and the widow. It could itself have decided the case by reference to religious law (which validates a marriage celebrated according to religious rites anywhere), relying upon section 23 of the Succession Ordinance, according to the construction placed on it by the appellant's counsel.

 

            It seems to me that, up to this point, no support for the submission of counsel for the appellant can be found in any of the judgments referred to above. The two last judgments - the first directly and the second indirectly - support the point of view of the learned judge in the court below.

           

            In Levin v. Goldberg (7), the deceased was a Palestinian national and a member of the Jewish Community. His widow, whom he married in Rehovot by Jewish religious rites in 1938, and his son, claimed the estate. The sisters of the deceased opposed this claim on the grounds that the widow had not been the lawful wife of the deceased, and that the son was not their legitimate child. On the facts proved, the widow had been married civilly to a Jew named Rosovsky in Paris in 1931. She had been divorced from Rosovsky in Riga at the beginning of 1938 by a judgment of the District Court of Riga, without having received a Jewish religious divorce. It was submitted by those opposing the claim that since, according to Jewish law, even a marriage by civil rites possesses some of the character of a religious marriage, the widow could not be divorced from Rosovsky save by a Jewish religious divorce. It followed that the widow, at the time of her marriage in Rehovot, was already married, and her marriage to the deceased, therefore, was invalid. The court heard the evidence of Rabbis as to the validity of the marriage in Paris according to Jewish law, and reached the conclusion that no marriage in Paris, valid according to Jewish law, had been celebrated and the widow, therefore, did not require a divorce from Rosovsky before her marriage to the deceased, and that her marriage to the deceased, therefore, was a valid marriage.

           

            From this it may be submitted by counsel for the appellant that if, as is contended against him, the question of the validity of the marriage in Paris and the divorce in Riga is to be determined according to the foreign law which then applied to the widow, the court need not have based its conclusion regarding these matters on the principles of religious law. It follows that the religious law which applied to the widow at the time of the filing of the claim applied throughout, that is to say, also to the period during which she was subject to the foreign law.

 

            It appears from the judgment, however, that the parties at no time raised this question, for in that particular case the result of applying the religious law or the foreign law would have been the same. This question might possibly have arisen had it been proved that according to the religious law the widow would have required a religious divorce before her marriage to the deceased. What is more, no appeal was lodged against the judgment referred to, and it must not be overlooked that that judgment was given after the judgment of the District Court in Tennenbaum's case (4) and apparently before the decision of the Appeal Court was published varying the judgment of the District Court in that case (see Tennenbaum's case (4)). It might also have been necessary to examine whether the Paris marriage was valid from the point of view of the religious law for another reason, namely, in order to determine the validity of the marriage celebrated in Rehovot according to the religious law, without any regard to the foreign law which applied to the widow at that time. Those who opposed the succession did indeed submit that the fact that according to secular law - in view of the principles of private international law - the widow was regarded as a divorced woman, was irrelevant, since, according to their contention, the Rabbi in Rehovot could not have celebrated a valid marriage had he known of the Paris marriage and of the fact that the widow had been divorced according to foreign law without receiving a bill of divorcement from Rosovsky. The marriage in Rehovot was therefore invalid, since it had been celebrated as a result of the non-disclosure of facts. In other words, their submission was that in regard to the religious marriage in Rehovot, one of the conditions required by the religious law, namely, the production of a bill of divorcement from Rosovsky, had not been fulfilled.

 

            It might well be that the marriage in Paris had some of the aspects of a valid marriage from the religious point of view. We will not however, express an opinion here whether a civil court, in dealing with the division of the estate of the deceased, would have invalidated the marriage in Rehovot because of the absence of a divorce from Rosovsky, particularly when we take into account the fact that the widow had been divorced from him in Riga by a civil divorce, in accordance with the foreign law which applied to her at that time.

 

            As I have already said, the learned judge in the present case decided the fate of the case by applying Polish law. He held, first, that a marriage subsisted between the parties, and he overruled the submission that it was necessary to decide this question according to the religious law as well, which began to apply to the parties when they settled in Palestine.

           

            On this question the judgment reads: -

           

"On pages 5, 6 and 7 of Dicey's work (6th edition) the learned authors explain that, for reasons of practical necessity, there is no escape from employing the principles of private international law where the particular transaction reveals one or more foreign elements, for if you close your eyes altogether to the foreign element, you are liable to judge the rights of the parties in such a way as to do injustice. In Vasan v. Vasan (16), Barnard J. said, at p. 23: 'To deny recognition of a Hindu marriage for the purpose in hand would, in my opinion, be to fly in the face of common sense, good manners and ...', and in Baindail v. Baindail (17), Lord Greene M.R. said, at p. 346 : 'The practical question in this case appears to be : Will the courts of this country, in deciding upon the question of the validity of this English marriage, give effect to what was undoubtedly the status possessed by the appellant (that of a married man in India) ? That question we have to decide with due regard to common sense and some attention to reasonable policy.' I do not wish to exaggerate the importance of these remarks. The English courts would certainly not disregard precedent in order to give effect to what appears to them to be reasonable policy."

 

            To these comments I would add that the English courts will not assume the powers of the legislature which have not been given to them, in order to give effect to a policy which appeals to them, even were they to be convinced that they could not otherwise discharge their judicial duty and do justice between the parties.

           

            The learned judge continues :

 

            "I have only quoted these passages in order to emphasize the principles which move the legislature and the Courts in the creation of the rules of private international law and the crystallization of those rules. It seems to me, for considerations of common sense and reasonable policy, that justice would not be done between the par­ties if the foreign element in the relations which gave rise to this case were not recognised, that is to say, if the rules of private international law were not employed."

           

            I share the opinion of the learned judge that it would be impossible to do justice between the parties without having resort to the provisions of private international law. I am also of his opinion that "common sense and a reasonable policy" speak in favour of applying private international law side by side with the religious law, and particularly where there is a danger that by applying the religious law alone, the respondent would be deprived of a personal status which she had once acquired validly and lawfully.

           

            The only problem is whether this "common sense and reasonable policy" find their place in the laws to which the courts of this country are subject.

           

            The learned judge was alive to this problem, and made an attempt to discover this "commonsense and reasonable policy" in Article 47 of the Palestine Order in Council, as interpreted by him.

           

            And this is what he says in his judgment: -

           

            "As is well known, English private international law bases itself upon domicil in matters of personal status, while Article 64 (ii) of the Palestine Order in Council bases itself upon the national law. Save for this distinction - albeit a fundamental distinction - I do not see why Article 47 of the Order in Council referred to need be interpreted as if it were completely detached from the body of principles of English private international law. The contrary is true. I am about to interpret that article as if it were grafted on to the body of English principles, so that as far as possible, and as far as may be required, the word 'domicil' shall connote the opposite of the word 'nationality'. In other words, I am about to apply the personal law, but I shall apply that law within those limits in which it must be applied according to the general principles of private international law, and no further. What is the law of personal status which is to be applied between parties, in accordance with Article 47? My reply is as follows: In regard to what transpired during the Polish period, the Polish law must be applied, and as to what transpired during the Israel period, the Jewish law must be applied. Nor is Jewish law at liberty to re-open transactions already concluded and to criticise a status which was acquired during the Polish period; for private international law in Israel does not consult Jewish law as to the validity of a status which was acquired in Poland."

 

            The learned judge cites the English case of Goodman's Trusts (18). In that case a Polish woman died at a time when she was domiciled in England, and her personalty was to be distributed in accordance with English law. There were no heirs nearer than the descendants of the deceased's brother. According to the law of England of that time, only legal descendants - as distinguished from natural descendants born out of wedlock - were entitled to inherit. A certain woman, a daughter of one of the brothers of the deceased, appeared and claimed a share of the estate. The claimant was born in Amsterdam, Holland, out of wedlock, but after her birth her parents married in Holland at a time when they were domiciled in that country. According to the law of Holland their marriage, celebrated at a later stage, operated to legitimate the daughter born before the marriage, while according to English municipal law, the later marriage could not operate to change the status of the claimant as an illegitimate child. The question therefore arose whether, for the purpose of the distribution of the estate, the claimant was to be regarded as the legal niece of the deceased, in accordance with the law of Holland, or as the illegitimate niece of the deceased, in accordance with the law of England. It was held that in order to determine the status of the claimant for purposes of the distribution of the estate, the law of Holland was to be applied, and not English law.

           

            Cotton, L.J. said, at p. 291 : -

           

            "In support of this decision it was urged that in an English Act of Parliament the nearest of kin must be taken to mean those who by the law of England are recognised as nephews and nieces, that is, as legitimate children of the intestate's deceased brothers. This is doubtless correct... But the question as to legitimacy is one of status, and in my opinion by the law of England questions of status depend on the law of the domicil."

           

And further at p. 292 : -

 

            "If, as in my opinion is the case, the question whether a person is legitimate depends on the law of the place where his parents were domiciled at his birth, that is, on his domicil of origin, I cannot understand on what principle, if he be by that law legitimate, he is not legitimate everywhere.''

           

James, L.J., in the same case, said at p. 296 : -

 

            "According to my view, the question as to what is the English law as to an English child is entirely irrelevant... But the question is: What is the rule which the English law adopts and applies to a non-English child ? This is a question of international comity and international law. According to that law as recognised, and that comity as practised, in all other civilised communities, the status of a person, his legitimacy or illegitimacy, is to be determined everywhere by the law of the country of his origin - the law under which he was born. It appears to me that it would require a great force of argument derived from legal principles, or great weight of authority clear and distinct, to justify us in holding that our country stands in this respect aloof in barbarous insularity from the rest of the civilized world ... the family relation, once duly constituted by the law of any civilised country, should be respected and acknowledged by every other member of the great community of nations. England has been for centuries a country of hospitality and commerce. It has opened its shores to thousands of political refugees and religious exiles, fleeing from their enemies and persecutors. It has opened its ports to merchants of the whole world, and has by wise laws induced and encouraged them to settle in our parts. But would it not be shocking if such a man, seeking a home in this country, with his family of legitimated children, should find that the English hospitality was as bad as the worst form of the persecution from which he had escaped, by destroying his family ties, by declaring that the relation of father and child no longer existed, that his rights and duties and powers as a father had ceased, that the child of his parental affection and fond pride, whom he had taught to love, honour, and obey him, for whom he had toiled and saved, was to be thenceforth, in contemplation of the law of his new country, a fatherless bastard ? Take the case of a foreigner resident abroad, with such a child. If that child were abducted from his guardianship and brought to this country, can anyone doubt that the Courts of this country would recognise his paternal right and guardianship, and order the child to be delivered to any person authorised by him ? But suppose, instead of sending, he were to come himself to this country in person" [and settle there] "would it be possible to hold that he would lose his right to the guardianship of the child in this country... ? Can it be posssible that a Dutch father, stepping on board a steamer at Rotterdam with his dear and lawful child, should on his arrival at the port of London find that the child has become a stranger ... ?"

 

            From the point of view of the facts, the case of Goodman's Trusts (18) merely lays down a principle similar to the provision contained in section 23 of our Succession Ordinance. According to that provision, if the law which governs the distribution of the estate directs that, in the absence of closer relatives, the estate is to be divided between the nephews of the deceased, and the question arises whether a particular claimant is a nephew of the deceased, that question must be answered in accordance with the law of the community to which the claimant belongs. In other words, it is the personal law of the claimant, and not the personal law of the deceased which is to be applied. In the case of Goodman's Trusts it was the Dutch law of the claimant and not the English law which applied to the estate.) The observations of the learned judge which I have cited from the case of Goodman's 'Trusts are merely the grounds which induced them to follow the principle stated. It may be that the provision of section 23 of the Succession Ordinance, according to which the personal law of the claimant is to be applied when we have to decide whether he belongs to a class of persons who are entitled to participate in the distribution of an estate. was enacted for the same reason. But that case in itself provides no solution to the problem before us, namely, whether in every case in which our law refers us to the religious law, we may not apply the principles of private international law - when that course is necessary in order to do justice between the par­ties. Let us assume that an estate, consisting of mulk property, is about to be distributed in accordance with foreign law, and that a nephew of the deceased claims a share of the estate as an heir. According to section 23 of the Succession Ordinance and the principle laid down in the case of Goodman's Trusts (18), the question whether the claimant is a nephew of the deceased must be determined, not in accordance with foreign law which applies to the estate, but according to the law which applies to the claimant. If the law which applies to the claimant is the religious law, then the question will arise whether the religious law must be applied subject or not subject to private international law.

 

            The difficulty here - as is pointed out by the learned judge in his judgment - is the existence of a conflict between secular law and religious law. The former is confined to matters arising within the borders of the State, or to nationals or residents of the State. It is for this reason that secular law recognises and applies other laws which govern the personal status of a man before he settled in the State or became a national of the State. The latter law knows no bounds or limits and applies to a person from his birth until his death in all matters affecting his personal status, without any reference to the place where, or the time in which, an occurrence may have taken place.

           

            The same problem may also arise in a case where the provision in section 23 of the Succession Ordinance is applied. In the case of Goodman's Trusts English private international law referred the court to the law of Holland, while here in this country it cannot be said that the religious law will refer the court to the foreign law under which the marriage which created the status of the plaintiff was celebrated.

           

            The learned judge was therefore correct in attempting to look for a solution in Articles 46 and 47 of the Palestine Order in Council. It has already been said by Grinzweig J. (Prof. Ginossar) in Burg v. Attorney-General (14): -

 

"In this connection it is appropriate to emphasize the word 'further' which appears in the opening portion of Article 47. In any event, Article 47 must not be interpreted as a provision standing alone. It must be read together with the earlier provision which leaves in force the law - including the whole of the Mejelle - as it existed in Palestine on November l, 1914. It seems to me, therefore, that Article 47 was not introduced in order to limit the scope of Article 46."

           

            Articles 46 and 47 of the Palestine Order in Council both deal with the jurisdiction of the civil courts of the country respecting the laws which they are to apply in judicial proceedings. It was laid down by the legislature in Article 46 that the English Common Law and the principles of equity must be applied where no solution can be found in the Ottoman Law - which it left in force - or in ordinances enacted or to be enacted by the Palestine legislature. Private international law contained within English Common Law must also be taken to be included. When the same legislature comes to deal with problems of personal status in Article 47, it refers the court to the personal law. Article 47 is general in its terms. It does not define what is meant by the personal law, and it draws no distinction between foreign nationals and Palestinian nationals or persons who are stateless. In regard to foreigners there is a later supplementary article, Article 64, which contains a specific provision that the personal law is the national law, that is the law of the nationality. The national law means the whole of that law, including private international law.

 

            In regard to litigants who are not foreign nationals, however, Article 47 remains without any supplementary article such as Article 64. It was only during a later period that the court held that the personal law (within the meaning of Article 47) of Palestinian nationals, or of persons who are stateless, was the religious law.

 

            I do not think that this is mere coincidence. When the legislature, in Article 64, applied to foreigners the law of their nationality, it knew that it was thereby also applying the private international law which is included within their national law. When, however, in Article 47, it applied the religious law to Palestinian nationals and persons who are stateless, it must be assumed that it knew that the religious law does not include the principles of private international law. The question that arises, therefore, is this: Did the legislature indeed intend to apply the religious law, and to exclude completely the application of the principles of private international law ? Had this been its intention, it is not clear why it did not choose the simpler and clearer method of laying down an unambiguous provision that in the case of foreign nationals the national law shall apply, and in the case of Palestine citizens or of persons who are stateless, the religious law shall apply.

 

            It seems to me that this was not its intention. In applying the religious law, the legislature did not intend to deny the application of the principles of private international law. The contrary is the case. It would appear from the manner in which Article 47 is drafted that the intention was to leave the door open for the application of English private international law until the problem should be resolved by Ordinances or regulations to be enacted or framed by the Palestine legislature, for this is the language used by the legislature in Article 47:

           

            "The Civil Courts shall further have jurisdiction ...in matters of personal status... Such jurisdiction shall be exercised in conformity with any law, Ordinances or regulations that may hereafter be applied or enacted and subject thereto according to the personal law applicable."

           

            It is interesting that the Article does not say "according to the religious law subject to any Ordinances etc. that may be applied", but says "...in conformity with any law, Ordinances or Regulations... and subject thereto according to the personal law..."

           

            If we remember that Article 47 is not intended to derogate from Article 46, what is the interpretation of the words "in conformity with any law that may hereafter be applied", in addition to the words "in conformity with any law which may hereafter be enacted"? "That may hereafter be applied" means the existing law, or the law the existence of which had already begun. Must it not be said that Article 46, which includes the principles of English private international law, is also a law, as other statutes in the future - "that may hereafter be applied" ? The result is that for so long as the legislature has not regulated, by an ordinance or law as provided in Article 47, the application of the religious law in a matter in which a foreign element exists, resort must be had to Article 46 (which also includes private international law), that may hereafter be applied.

 

I wish to cite here the remarks of Silberg J. in Cohen and Bousslik v. Attorney-General (9), which seem to me indirectly to support my point of view.

 

This is what he said at p. 19: -

 

            ''Yet, it is not only because of the different rules of evidence, but also because of the different approach to the substance of the case that the judgment of the civil court will not always be the same as that of the religious court, though both purport to deal with the matter according to Jewish law. One of the reasons for this is a different attitude towards the accepted principles of private international law, which require the recognition of the validity of legal acts done in the past, outside the territory of the State and under a foreign law, such as the national law of the parties or the law of their place of residence, and similar matters to be taken into consideration. The religious court regards itself as completely free from these "cramping" rules ; it extends the application of the religious law - a priori and unrestrictedly – to acts performed in the past by foreign nationals outside the boundaries of the State, and it is permitted so to do (see Neussihin v. Neussihin (5)); the civil court, on the other hand will, to some extent at least, take those rules into account, even if it deals with the matter, in principle, according to Jewish law."

 

            It seems to me, therefore, that when the learned judge was faced with the problem whether the status of the parties as a married couple continued to exist, or whether it was destroyed by the application of the religious law, he was entitled - relying upon Article 46 - to hold, in accordance with private international law, that the bonds of marriage created according to Polish law continued to exist, at least for the purpose of resolving the dispute before him, since private international law refers the problem in the present case to Polish law.

           

            Neither of the parties disputed the proposition that if the validity of their marriage was not to be determined according to the religious law. English private international law applied the law of the matrimonial domicil. that is to say. Polish law, and I see no reason to continue the argument on this point.

           

            It will no doubt be asked what the position would be were the situation reversed, that is to say, if the parties had celebrated their marriage in the country from which they emigrated by religious rites alone, such marriage being regarded as invalid by the law of that country ? The answer may possibly be that since they chose to be married in accordance with religious law, which is a universal law, a court in this country would not be obliged to invalidate such a marriage, when considering an ancillary claim and the question arose incidentally whether the parties were married. It may be that in order to validate their status, we would have to apply the religious law. The problem is by no means a simple one, but there is no need to decide this point in the present case.

           

            In short, it is my opinion that the appellant has not succeeded in this case in rebutting the presumption standing against him, and there I could have let the matter rest.

           

            Out of respect, however, for the detailed and well-reasoned judgment of the learned judge, and the comprehensive arguments addressed to us by counsel for the appellant, I have thought it proper to deal with the question of the application of the principles of private international law.

           

            Finally, counsel for the appellant submitted that the provisions of Polish law imposing upon the husband the duty of supporting his wife had not been proved.

           

            It seems to me that this submission is unfounded. Even were the religious law to apply to the whole of the case, as counsel submitted, it would be for him to establish those features which would relieve the appellant of the obligation of maintenance, since the respondent has proved that she was deserted by the appellant. If Polish law applies to the question of the validity of the marriage, then the religious law again applies - as was held by the learned judge - to the question whether in the circumstances that were established by the respondent, the appellant is liable for her maintenance. Since the parties settled in this country and became subject to religious law, the question of whether the husband was liable for the maintenance of his wife whom he deserted should be decided by the religious law which applied to him at the time of the desertion.

 

            I am accordingy of the opinion that the appeal must be dismissed, and the judgment of the court below confirmed.

           

AGRANAT J. I agree that the appeal must be dismissed for the reason mentioned in the second part of the judgment read by my colleague Olshan D.P.

 

            The subject of the appeal is a claim by the appellant for the return of certain movable property in the possession of the respondent or payment of damages in the event of the non-return of this property, and a counter-claim by the respondent against the appellant for the payment of maintenance. It is clear that the determination of both these claims depends upon the reply to a preliminary - to use an expression of my colleague Witkon J. - incidental question, namely, the question whether the civil marriage contracted by the parties outside this country is valid. The main facts, as found in the interesting and elaborate judgment of Cohen J. in the court below, are as follows: -

           

a)   The civil marriage of the parties - and no other marriage ceremony was celebrated - was contracted in Poland on April 2, 1948.

 

b)   The parties were at that time Polish citizens, and Poland was at that time their domicil. They also made Poland their domicil after the marriage.

 

c)   The parties immigrated to Israel in 1950.

 

d)  At the time of the filing of the claim and counter-claim the parties were stateless.

 

It must be pointed out that by virtue of section 2 (b) (2) of the Law of Nationality, 1952, which came into force after the judgment of the District Court in the present case had been delivered, the parties should have been regarded at the time of the hearing of the appeal as if they had been Israel citizens at the time when the claim was filed. This submission, however, was not argued before us, and counsel for both parties proceeded upon the assumption that their clients were at that time stateless persons. Since this is so, I shall proceed upon the same assumption, although my final conclusion would have been no different even had I regarded the parties as Israel citizens at the time when the claim was brought.

 

            What law are we to apply in deciding whether the Polish marriage is valid or not ? It is clear that we must first consider the concluding portions of Article 47 of the Palestine Order in Council, which provides that the law to be applied is : ''the personal law applicable". Since, however, the parties were, at all relevant times, foreigners - for a person who has no nationality is considered a foreigner within the meaning of Article 59 of the Order in Council - we are obliged to read the provision I have mentioned together with that contained in Article 64 (ii) of the Order in Council, which provides that "The personal law shall be the law of the nationality of the foreigner concerned unless that law imports the law of his domicil. . .. ." It has, however, been held by our courts that the personal law of stateless Jews is Jewish law (see Freyberger's case (1), Cohen's case (2), and Levin's case (7)). I shall deal later with the question whether the basis of this ruling is that Jewish law is the religious law of stateless Jews - and is therefore their personal law - or whether the basis is that Jewish law is their "national" law.

 

            Since the personal law of the parties at the time that their civil marriage was contracted was Polish law, and their personal law at the time when the claim was filed - as we assume - was Jewish law, the problem before us is confined at this stage to the question which date is to be taken into consideration, in order to decide which of the two laws mentioned above must be applied.

 

            Nothing at all, however, in regard to this point, is mentioned either in the provision contained in Article 64(ii), or in Article 47. Since this is so, we have no option but to seek the reply to our question in Article 46 of the Order in Council, that is to say, in the common law - including the principles of private international law which are part of it. In this respect I differ from the opinion of my colleague Olshan D.P. that it is possible to find assistance in that portion of Article 47 which provides : ''... such jurisdiction shall be exercised in conformity with any law, Ordinances, or Regulations that may hereafter be applied or enacted... ''. That is to say, I do not think that these words - and in particular the expression "be applied" - enable us to apply the principles of the common law by virtue of Article 46. It seems to me that the intention reflected both by the expression "applied" and by the expression "enacted" - particularly in the light of the word "hereafter" which precedes both those expressions - relates to laws to be applied or enacted in the future by the legislature itself, as distinguished from existing laws applied by the court. The two words mentioned give a hint in fact of two different systems of legislation which the English legislature intended to apply to Palestine ; the one - to which the word "enacted" applied - is direct legislation for the purposes of the country ; the other - to which the word "applied" refers - is the application of existing English statutes, such as the application of the Copyright Act, 1911, by means of the Order in Council of 1924 (Drayton - Vol. III, p. 2499) ; also the Emergency Powers Defence Act, 1939, which was applied to Palestine by virtue of the Order in Council, relating to Emergency Powers (Defence of the Colonies), 1939, (Official Gazette 1939, Supplement 2, pp. 649, 652, 656), and laws similar to these.

 

            On one point, however, there was unanimity of opinion among the three judges who sat in Bichovski v. Bichovski (6), that is to say, in regard to the point that until that time no "law, Ordinances or Regulations" relating to marriage, save those provisions contained in the Order in Council itself, had been applied or enacted (pp. 246-9, 251 ibid.). It is true that since the establishment of the State, the Women's Equal Rights Law, 1951, and the Rabbinical Court's Jurisdiction (Marriage and Divorce) Law, 1953, have been enacted, but these two statutes do not deal directly with the problem with which we are concerned. The words "the general law applicable" in Article 47 remain, therefore, the decisive words. As I have intimated, this expression must be interpreted - in order to answer the question what is the critical point of time in regard to the application of the personal law - in accordance with the provisions of Article 46. This is so, however, only because of the well-established principle in our jurisprudence that where there exists a lacuna in the local law, the omission is to be filled by relying upon Article 46, that is to say, by applying the English Common Law. And the English Common Law means that law including the principles of private international law which are a part of it. It is clear that we must apply those principles, for the operative facts constituting the subject-matter of this case include a foreign element, namely, that the parties contracted a civil marriage in Poland, at a time when they were nationals of that country .

 

            As is well known, under the common law matters of personal status are to be determined in England according to the law of the domicil. The law of the domicil, however, is also a man's personal law, no less than his national or religious law. In Salvesen v. Administrator of Austrian Property (19), Lord Phillimore said, at p. 670 : -

           

"I have used the expression 'the law which determines the personal status' because there are countries which would refer to nationality rather than to domicil ; but the principle is the same."

           

            In his article "The Recognition of Polygamous Marriages under English Law" (48 L.Q.R. 341), W. E. Beckett writes, at p. 352 :-

           

"This expression is used as meaning that law which is applied to determine questions of status - it is, under English Private International Law, the law of the person's domicil….".

           

            We are thus able to determine the critical time for deciding as to the personal law which applies in the case before us by comparison with the principle according to which the law of the domicil would be applied to such a case in England. If, according to English pri­vate international law, the law of the domicil at the time of the marriage is to be applied, we too shall apply the personal law which applied to them at that time, and if in England the law of the domicil at the time of the filing of the action is to be applied, we too shall apply the personal law of the parties at that date.

           

            It is true that a distinction is drawn in England between the question whether the marriage is valid from the point of view of its form, and the question of its essential validity. In regard to the first question, the English courts apply the lex loci celebrationis, while the second question is determined by them according to the lex domicilii.

           

            The question before us, namely, whether the civil marriage is valid, is - according to the prevailing view in England - a question of the validity of the marriage from the point of view of its form. In this respect however, we cannot rely upon the English principle which applies the law of the place where the marriage was celebrated, since the notion of the lex loci celebrationis must not be confused with the notion of the personal law - though there will sometimes be no real difference, whichever of these two laws is applied, as far as the final result is concerned. In regard to the distinction between the two conceptions referred to, see the remarks of Martin Wolf in his book on private international law, 11th edition, pp. 325-327). It seems to me, therefore, that I shall not go far wrong if I hold that we should apply those rules of private international law which would be applied by the English courts to the question of the essential validity of the marriage between the parties, or - to be more precise - whether the marriage is valid from the point of view of the capacity of the parties to contract a marriage.

 

            Let me therefore define the question before us in these terms : when the Courts referred to apply the law of the domicile in order to determine whether the marriage is valid from the point of view discussed above, which point of time do they consider before deciding the law of the domicil which applies in the particular case where the parties have since changed their domicil ? Before I reply to this question, I wish to clarify more fully my approach to the problem before us.

           

            I do not wish to be understood as holding that we have to decide whether the marriage is valid - from the point of view of form - according to the law applicable in England ; the question before us is not whether we must choose in this case between the personal law of the parties and the law of the place where the marriage was celebrated, and what English law would lay down in such a situation. The problem which arises is more restricted. It is well recognised that our law directs us to turn to the personal law of the parties in order to decide whether a civil marriage celebrated by the parties is valid - from all points of view. The only question which arises is which personal law is to be preferred and applied - the personal law of the parties at the time of the celebration of the marriage, or their personal law at the date of the filing of the claim. It is only for the purpose of determining the point of time - and for this purpose alone - that we turn, by way of analogy, to English private international law, since that law also refers us to the personal law in matters of status and marriage generally, save that in regard to the question of the validity of a marriage from the point of view of its form, English law, abandoning its general approach, applies the law of the place where the marriage was celebrated. As was said by Lord Greene in Baindail's case (17), at p. 345: -

 

"The proposition would not be disputed that in general the status of a person depends upon his personal law, which is the law of his domicil."

 

            The very basis of the application of the principle of the domicil or nationality of a person is the idea that questions of status are the concern of the country in which his life is centred, or the concern of the people to which he belongs (see Wolf, ibid, p. 103). This was emphasized by Pearce J. in Pugh v. Pugh (20), where he said, at p. 686 : -

           

            "It must be remembered that personal status and capacity to marry are considered to be the concern of the country of domicil."

           

            To sum up, for the purpose of furnishing the reply to the narrow question stated above, we draw, in our case, on the analogy of the general approach of English law in applying the personal law to matters of marriage.

           

            In this regard it is a rule of English private international law that when dealing with the question of the essential validity of a marriage, the law to be applied is the law of the domicil of the parties at the time of the marriage. This rule will at least apply where the domicil of both husband and wife prior to the marriage was the same. There is ample authority on this point, and I would first refer to the authorities collected by Pearce J. in Pugh's case (20), such as:

           

(a) the dictum of Lord Campbell in Brook v. Brook (21) that : -

 

"...The essentials of the contract depend upon the lex domicilii, the law of the country in which the parties are domiciled at the time of the marriage, and in which the matrimonial residence is contemplated" (ibid. at p. 684);

 

(b) the dictum of Lord St. Leonards in the same case that : -

 

    "... a marriage contracted by the subjects of one country, in which they are domiciled, in another country, is not to be held valid, if by contracting it, the laws of their own country are violated" (ibid. at p. 685) ;

 

(c) the dicta of Dr. Lushington in Conway v. Beazley (23) that:-

 

".... . the lex loci contractus as to marriage will not prevail when either of the contracting parties is under a legal incapacity by the law of the domicil ; and therefore a second marriage, had in Scotland on a Scotch divorce..... from an English marriage between parties domiciled in England at the times of such marriages and divorce, is null" (ibid at p. 687).

 

(d) In the same way, in the case of in re Paine (22), Bennett J. quotes with full approval, the same principle as stated in Hailsham, Vol. 6, p. 286, as follows: -

 

".... . the marriage must be a good and legal marriage according to the law of domicil of both contracting parties at the time of the marriage ..." ;

 

(e) and finally, are the dicta of Lord Greene in De Reneville v. De Reneville (24).

 

Applying this principle to our case, I reach the conclusion by analogy that the personal law according to which we must consider the validity of the civil marriage contracted between the parties in 1948 is their personal law at that time, that is to say - in view of what is provided by Article 64 (ii) of the Palestine Order in Council - the law of Poland. Since it is not disputed that according to that law civil marriages are valid from the point of view of their form, it follows that they must be regarded as valid in all places and at all times, for so long as the bond of marriage is not dissolved in a lawful manner or by the death of one of the parties. As was said by Scott J, in the case of Luck's Settlement Trusts (25) :-

 

"Status is in every case the creature of substantive law : it is not created by contract, although it may arise out of contract, as in the case of marriage, where the contract serves as the occasion for the law of the country of the husband's domicil to fix the married status of the parties to the contract. Perhaps the most far-reaching characteristic of status,... is its quality of universality, both in the general jurisprudence of other nations and in Private International Law as applied by English Courts. The general principle of status is that, when created by the law of one country, it is or ought to be judicially recognised as being the case everywhere, all the world over" (ibid, at pp. 890/891),

 

            Importance must also be attached to the remarks of Lord Greene in Baindail's case (17) at p. 345 :-

           

            "By the law of the appellant's domicil at the time of his Hindu marriage he unquestionably acquired the status of a married man according to Hindu law ; he was married for all the purposes of Hindu law, and he had imposed upon him the rights and obligations which that status confers under that law. That status he never lost. Nothing that happened afterwards, save the dissolution of the marriage if it be possible according to Hindu law, could deprive him of the status of a married man which he acquired under Hindu law at the time of his Hindu marriage..."

 

It follows that once the parties acquired the status of married persons in accordance with Polish law in 1948, that status remains in all places and at all times unless it be determined in some lawful manner, or by the death of one of the parties. Since that is so, no change in the personal law of the parties thereafter can deprive them of their status as married persons.

 

Before proceeding to the next question, I must make two comments. My first comment is this. There is room for the opinion - though I make no finding on the point - that the question whether the manner of celebrating the marriage is one of "form" or one of "essential validity" must be decided - since this is a question of "classification" - in accordance with the lex fori, that is to say, in accordance with the personal law of the parties at the time of the filing of the main claim and counter-claim, that is, Jewish law; and that according to that law, the failure to celebrate the marriage in accordance with religious rites is a matter that goes to the root of the marriage and is not merely a matter of form - particularly if the learned judge was correct in his conclusion that there is no basis, in the case before us, on the facts, for applying the presumption that "a man does not indulge in sexual intercourse for the purpose of sin." Martin Wolff shows in his book (ibid. at p. 343), for example, that according to the outlook of the Catholic and Orthodox Churches, the laws of one or other of which constitute the personal law applied in matters of marriage in various countries, the obligation to celebrate a marriage by a religious ceremony is not, in fact, merely a matter of form, but is a matter which goes to the root of the institution of marriage. (See also the example cited by Dicey, 6th edition, p. 69, paragraph (d).)

 

            As I have said, I myself do not hold that our matter is one dealing in fact with a question of "essential validity", and not with a question of form. Even if this case is to be regarded as dealing with a question of "essential validity" - which is a possible view - I am strengthened in my opinion that we should draw on the analogy of the English rule, according to which the validity of a marriage, from the point of view of its essential validity, should be determined by the personal law - that is to say, the law of the domicil of the parties at the time of the marriage; in other words, that in order to determine whether or not the civil marriage contracted by the parties in Poland in 1948 is valid or not, we must decide according to the personal law which applied to them at that time, namely, Polish law. Put differently, after paying due regard to the particular conception of the local law which governs matters of marriage - in this case, the Jewish law, which holds that the form in which persons contract a marriage is a matter affecting the very institution of marriage itself - even then we are directed, in accordance with the rule of private international law referred to, to prefer the provisions of the personal law of the parties at the time of their marriage, that is, the provisions of Polish law.

           

            My second comment is this. The rule according to which the law to be applied to matters of personal status is the personal law of the parties, is concerned with those cases where that law is the national law of the parties, for it is the national law – including the principles of private international law - which is to be applied (see the case of the Miller Estate (11). There is no doubt that in most countries the national law of the parties at the time of the marriage - particularly if the question that arises relates to the validity in form - will refer us to the lex loci celebrationis, and it will then in any case be proper to apply that law to the particular matter. It is not in all countries, however, that the rules of private international law which there apply render it imperative to refer to the lex loci celibrationis when the question referred to arises in the courts. In other words, there is the option in some countries of preferring the internal national law over the lex loci celebrationis for the purpose of validating a marriage contracted between the parties (see Wolf, ibid., pp. 340-341). In our present case - as I shall stress later - this whole problem does not arise, since the lex loci celebrationis and the national law of the parties at the time of the marriage are identical. I deem it proper, however, in order to make my own position clear, to point to the possibility of a divergence in some countries from the binding character of the rule which applies the lex loci celebrationis to the question here discussed, since a case may come before us at a future date in which the two are not the same, and even lead to different consequences in regard to the validity of the marriage.

 

            Having held that the parties were and are married, the next question to be considered is their rights and obligations for the purposes of the claim and counter-claim. It is clear that the reply to this question demands a reply to a prior question, namely, which law governs each of the two claims. To this question there is no one comprehensive reply - it is necessary to consider each of the two claims separately.

           

(1) The main claim. It is clear beyond all doubt that since, according to the statement of claim, the operative facts which constitute the cause of action in this claim all took place in Israel, the claim must be dealt with in accordance with the local law, and after we have replied to the question dealing with the validity of the marriage, no question of private international law will again arise. It was not submitted to us by counsel for the appellant that the provisions of the Mejelle should be applied in this matter, and it is, therefore, the provisions of the Civil Wrongs Ordinance that will apply. That being the case, the provisions of section 9(1) of that Ordinance - as was held by the learned judge - prevent the appellant from succeeding in a claim for damages based upon an act committed by his wife during the period of the marriage. It follows that the judge correctly dismissed the main claim.

 

(2) The counter-claim. What is the law which governs this claim? The reply of the learned judge was that it is Jewish law, and this is what he said in his judgment: -

 

            "As far as the counter-claim is concerned, that is, the claim for maintenance, it is not disputed that the defendant had no cause of action during the Polish period, and that if a cause of action exists it relates to the Israel period alone. Again, it is not disputed that for the purposes of the Israel period it is Jewish law which applies and the question is whether there is any reason why I should not recognise the Polish marriage for the purposes of a claim for maintenance under Jewish law... The award of maintenance to a wife in a proper case - a remedy recognised by Jewish law - is in no sense inappropriate in regard to the marriage contracted by the parties in Poland. I see no reason why Jewish law should not be consulted as to whether it would - according to its own provisions - recognise the remedy of maintenance to this defendant in the circumstances described in the counter-claim. The court need not concern itself with investigating the validity of that marriage, since such validity is postulated by the general law of the land, which determines this as a fact, having regard to Polish law, and by applying private international law. Jewish law is not required to give effect to a contract created by Polish law; what is required of it is to grant one of its remedies - if this be a suitable case - to the holder of a particular personal status. In other words, the only question addressed to Jewish law is this: What would you award to a married woman in such and such circumstances ? There is, therefore, no reason why I should not recognise the marriage between the parties for the purposes of the counter-claim for maintenance."

 

            Mr. Sheps, counsel for the appellant, made a threefold criticism of this part of the judgment: -

           

            (a) If maintenance is to be awarded according to Jewish law, then, in the light of the facts described in the Statement of Claim - including the fact that the parties celebrated their marriage by civil rites alone - the respondent cannot succeed in her counter-claim, since, according to Jewish law, maintenance cannot be awarded unless there exists a marriage celebrated according to religious rites.

 

(b) On the other hand, if the matter is to be determined by Polish law, such law has not been proved - neither its own provisions, nor the rules of its private international law.

 

(c) At the most, resort may be had to the principle of "the presumption of the identity of laws", for the purpose of determining the provisions of Polish law; but if this be so. then it follows that the provisions of Jewish law should be applied, which would not grant the counter-claim in view of the arguments set forth in sub-paragraph (a) above.

 

            If I have understood these criticisms correctly, they are based in the main upon the submission that Jewish law should not be grafted upon Polish law in the circumstances of this case. In other words, when Jewish law is asked which law it would apply to facts such as those alleged in the claim and established, it will unwillingy reply : "One of these facts is that the respondent is not married to the appellant according to religious rites, and to a woman such as this I shall not, therefore, award maintenance whatever the circumstances may be - whether she married the appellant according to civil rites or not, whether Polish Law - which recognises such a marriage - applies in Israel or not." Were this indeed the correct approach to the problem with which we are concerned, I would have thought there was substance in the criticism referred to - presuming that the judge was right in his conclusion that there is no basis in this case for applying the presumption that "a man does not indulge in sexual intercourse for the purpose of sin." In my view, however, that general approach is wrong, and I have therefore reached the same conclusion as was arrived at by the learned judge in regard to the obligation of the appellant to pay the maintenance awarded against him, although I have reached that conclusion by a slightly different route.

           

            My opinion is that it is imperative to distinguish between the question whether the wife has a right to maintenance at all, and the question of the amount of the maintenance to which she is entitled. The first question is one of a substantive right which is claimed by the wife, while the second question is one of the remedy which she seeks.

           

            The right. As far as the first question is concerned, I am of opinion that it too should be decided in accordance with Polish law. It is this law which conferred upon the parties the status of married persons. And as a result of that status, it conferred upon them certain rights and obligations. These rights and obligations continue to exist for so long as the status of marriage is preserved. For this purpose I do no more than repeat what I said in Halo v. Halo (12). at p. 204, that is to say: -

           

            "When we say that a person enjoys a particular status, whether it is the status of a married person, or the status of a citizen of the State, or a member of a religious community, it is understood that, by reason of such status alone, the law confers upon such a person certain rights, or imposes upon him certain obligations; and the good of the community (in the case of marriage) or of the group (in the case of citizenship or membership of a community) requires that the rights and obligations in question, shall remain in force as against the whole world. In other words, they are rights and obligations in rem, and this position remains for so long as that person continues to hold that particular status." (See also the two authorities cited in that judgment (ibid.).)

 

            Perhaps it would not be superfluous to repeat in addition the observations of Lord Greene in Baindail's case (17), which are cited above, that is to say, that when the appellant in that case acquired the status of a married person in accordance with Hindu law: -

           

            "...he had imposed upon the rights and obligations which that status confers under that law. That status" - and I add: with all the rights and obligations which flow from it – "he never lost. Nothing that happened afterwards, save the dissolution of the marriage ...could deprive him of the status of a married man" - and again I add: with all the rights and obligations which flowed from it - "which he acquired under Hindu law at the time of his Hindu marriage...".

           

            And, in conclusion, I rely upon the statements by Cheshire (4th edition, p. 659), which were approved by Pilcher, J. in Araujo v. Becker (26), that: -

           

"Not only the existence, but also the extent, of an obligation, whether it springs from a breach of contract or the commission of a wrong" or - so I would add - from a status acquired by a litigant - "must be determined by the system of law from which it derives its source."

           

            It follows from all I have said that the nature of the rights and obligations which flow from the source of the status of marriage acquired by the parties is to be determined by that law which conferred such status upon them, for were this not so, the expression 'status' would lose all its content. It follows that the right of the respondent to claim maintenance for herself from her husband must be decided according to Polish law, since such right - if it exists - has its source in the status of marriage which was created by that law.

           

            The rule, therefore, that the status of marriage imposes upon the husband the duty of maintaining his wife whom he has deserted, is so universal in our time, that the wife who applies to court and who has acquired her status through her marriage in accordance with a foreign law, should not be required to prove the provisions of that foreign law which confers that right upon her. Even were it not so, however, it is proper to assume, in a case such as this, that the foreign law is the same as local law. In other words, it is proper to assume that Polish law - in the same way as Jewish law - recognises the right of the wife to be maintained by her husband who has deserted her. According to this approach - that is to say, that the substantive right of the wife to maintenance is accorded to her under Polish law - in turning to Jewish law we do not ask that law whether it would, according to its provisions, afford the remedy of maintenance to this respondent in the circumstances set forth in the counter-claim, but we ask it whether, assuming that the parties were married according to Jewish law, it would oblige the husband to maintain his wife, the facts set forth in the counterclaim having been proved. If the reply is in the affirmative, then it follows that we must deduce that Polish law, too, would furnish the same reply. Since it is not disputed that Jewish law does indeed entitle the wife, who lives apart from her husband through no fault of her own, to maintenance, it must be held that Polish law, too, would grant her this right. I must only add that no question arises before us as to the application of the principles of private international law which are applied by the Polish court, and for that reason there is no need to prove those provisions, since at the time that the parties acquired the status of married persons, they were citizens of that country, it was the country of their domicil, and they also designated it as the country of their residence after the marriage.

 

            The amount of maintenance. I have reached the conclusion - though not without some difficulty - that this is a question of "remedy", and not one of "a substantive right", and that for this reason it must be determined in accordance with local law. It seems to me that we are concerned here with the giving of effect to a right to maintenance, and not with the extent of that right. I have not, indeed, found any direct authority laying down the principle as I have expressed it, nor have I found any authority against this proposition. I think, however, that it is possible to resort in this regard, by way of analogy, to the English rule which distinguishes between the right to recover damages for breach of contract - the existence, and also the extent, of which must be determined by the "proper law" under which the right was created - and the measure of damages which must be awarded as a result of such breach - which it is proper to determine in accordance with local law, the law of the country in which the court sits, to which the claim for damages has been brought. (See Cheshire, 4th edition, p. 659, and the judgment in D'Almeida's case (26).) Indeed, the expression "extent of the right or obligation" must not be confused with the expression "measure of damages". The first expression relates to the question of the degree of damage in respect of which compensation must be paid or the circumstances in which the damage must be regarded as being the direct consequence of the breach in question, while the second expression relates to the question of the sum which will constitute full satisfaction for the damage which was caused or the payment of which will be regarded as restitutio in integrum. If we apply this test to the matter with which we are concerned, then the extent of the right to recover - or the duty to pay - the maintenance relates to the question in which circumstances such rights or obligations exist - for example, whether the right or obligation is to be enforced when the reason for the husband's and wife's living apart is due to the wife's fault - while the amount of maintenance which the husband is obliged to pay to his wife relates to the question in which way effect is to be given to such rights or obligations.

 

            I am strengthened in my opinion by the following examples:

           

(a) There was a time in England when it was impossible for a wife, whose husband had deserted her and did not maintain her, to recover maintenance by bringing a monetary claim against him in a civil court. Her remedy was - and this remedy is still available today - to buy her necessaries from a merchant, and to debit her husband's account with that merchant with their price. The merchant, and he alone, was then entitled to sue the husband in a civil court for the price of the goods which he sold to the wife (see Rosenbaum v. Rosenbaum (13), at p. 1050).

 

(b) In the judgment last referred to, I attempted to show that all those remedies which are afforded by English law to a wife whose husband has deserted her and refuses to maintain her, for the implementation of the substantive right to recover maintenance from him, may be classified - where each such remedy relates to that substantive right - into one general category called "alimony". I also pointed out in that case that when a civil court in England awards alimony to a wife, it generally resorts to the practice - which was indeed no more than a practice - according to which the ecclesiastical courts in England used to award alimony, namely, by obliging the husband to pay an "ethical" allowance which did not exceed a third of the husband's income - where the matter related to his obligations to pay such an allowance on a fixed basis - or a fifth of his income - when the matter related to the payment of an ethical allowance for the period during which the main claim was pending, where such claim was based upon a cause of action constituting a matrimonial offence (ibid., pp. 1053, 1055). In resorting, however, to the practice referred to - and I emphasize this point - the civil courts of England merely act in accordance with a statutory provision - which has existed since 1857 - under which it is clearly laid down that the courts shall afford a remedy in accordance with the principles which used to be applied by the ecclesiastical courts in such matters. When, however, that same court, in the same case with which it is dealing, recognises the existence of the actual substantive right of the wife to recover maintenance in the circumstances referred to, it resorts to the principles rooted in the common law which take precedence over the practice referred to. (See the remarks of Duke J. in Dean v. Dean (27), at pp. 174 and 176.)

 

(c) And finally, in Levin's case (10), at p. 936, it was held by this court - after it recognised, relying upon Jewish law, the right of the respondent's wife to recover maintenance from her husband, the appellant - that the question of the amount of maintenance must be considered "in the light of the rule that the decision as to the amount of maintenance is within the discretion of the judge of first instance." In approving this rule the court indeed did no more than follow a previous decision given by the Supreme Court in the time of the Mandate.

 

            These three examples lead me to the clear conclusion that everything relating to the determination of the amount of maintenance is nothing more than a matter of the procedure for giving effect to the substantive right of a married woman to recover maintenance from her husband, and the obligation of the husband to pay such maintenance; in other words, that this is a matter of remedy and nothing more.

           

            If this conclusion is correct, then it is the lex fori which applies in connection with the fixing of the amount of maintenance - as distinguished from the obligation to pay such maintenance - and not Polish law. I shall be content in this connection to cite the dicta of Scrutton L.J., which he made in the case of The Colorado (28), at p. 108: -

           

"The nature of the right may have to be determined by some other law, but the nature of the remedy which enforces the right is a matter for the law of the tribunal which is asked to enforce the right."

           

            In applying the lex fori in order to determine that question of the amount of maintenance - whether the expression quoted relates to Jewish law, or to all those rules applied by the civil courts of this country in fixing the amount of maintenance which it obliges the husband to pay - including the tests laid down in Levin's case (10), and which were applied by the learned judge in the matter before us, I see no grounds - again applying a rule of the lex fori - for interfering with the discretion of the judge in fixing the maintenance in question at the sum which he laid down.

 

            From all this it follows that the appeal - also to the extent that it relates to the counter-claim - is without substance, and that the appeal as a whole, therefore, should be dismissed.

           

            I could have concluded my judgment at this point were it not that I feel bound to consider one basic question presented to us by counsel for the appellant in his attempt to prevent us from deciding that the law which determines the validity of the marriage of the parties is the foreign law which applied to them at the time that they contracted their civil marriage outside the country. Just imagine, says Mr. Sheps, that if that proposition is accepted, parties who celebrated their marriage according to Jewish law outside this country, at a time when they were citizens of a state which required the celebration of a marriage by civil rites alone, will not be regarded by the civil courts of Israel as married persons. And let there be no mistake about it, Mr. Sheps added with emphasis, that there are a large number of cases of Jews who celebrated their marriage by Jewish law alone, before their immigration to Israel, and surely the marriages of these Jews in such cases should be regarded as valid.

           

            In short, as Mr. Sheps argued, that very principle of "a healthy policy" which was stressed by the learned judge in upholding the validity of the civil marriage of the parties, obliges us to lay down a rule other than that which we have accepted, which is calculated to create a serious obstacle for Jews who belong to the category mentioned, and whose number is greater than those who celebrated their marriages by a civil ceremony alone before they came to Israel.

           

            The question raised by counsel for the appellant is undoubtedly a serious question which demands a well thought out reply. It is for this reason that I do not propose to run away from my duty upon the usual ground that when this question comes before us directly, we shall consider it and give our decision. The reply which should be given to this question may also be a factor which should properly be considered in laying down the rule according to which the validity or invalidity of a marriage such as that celebrated between the parties in this case should be determined. On the other hand, since the question referred to only arises indirectly, I do not intend to deal with it at any length, but shall content myself with pointing to the general line of thought which has led me to the conclusion which I have reached.

 

            My conclusion is as follows : I incline to the view that even a civil court in Israel, when faced with the question of the validity of a marriage celebrated between Jews in another country by Jewish law alone, will be found to recognise such marriage, even if the law of that country of which the parties were citizens at the time of such marriage only recognises a marriage celebrated in civil form.

           

            I have already dealt, in another part of my judgment, with the rule - which was already laid down in the time of the Mandate - that the personal law of stateless Jews is Jewish law. It is true that there is no mention of such a rule in the Palestine Order in Council itself, and it is possible indeed to hold another view, namely, that the personal law of such Jews should be deemed to be the law of their last nationality (in regard to this possible approach, see the remarks of Wolff, ibid, p. 103, note l). It is not my intention, however, as I have already said, to depart from the rule referred to, more particularly as in my opinion it is sound. I do wish, however, to express my disagreement with the approach which was the basis at that time for the acceptance of that rule - namely that Jewish law is the religious law of such Jews, and that it is only for this reason that it must be regarded as their personal law (in connection with this view, see Freyberger's case (1)). Such a conception of the matter appears to me to be fundamentally wrong, since it disregards the historical development of the Jewish people throughout the generations, and also because this conception is artificial and unrealistic, since it results in compelling unbelieving Jews - and there are such Jews - to obey Jewish law only because it is their "religious law" as it were - an impossible situation. In my view, the true basis of the rule referred to is that Jewish law is the national law of stateless Jews, no less than it is the national law, in matters of personal status, of Jewish who are citizens of Israel. I go further, however, and say that when a question such as that posed by counsel for the appellant arises before an Israel court, that court will certainly be entitled - for the limited purpose of recognising the validity of a marriage celebrated outside the country by Jewish rites alone - to regard Jewish law as the national law of the parties - that is to say, within the meaning of Article 64 (ii) above - even if the parties, at the time of the marriage, were citizens of a foreign state which does not recognise such marriages. I shall clarify my view.

 

            It is almost superfluous to explain today - what must now be plain to all - that the Jews, even after they were exiled from their country, never became, in their own eyes, a religious sect. According to their own conceptions, they never ceased to be a nation together with the other nations of the world. Their absence from their own country, to which its sons continued to be faithful, was temporary, and carried with it, through all its wanderings, and during all periods of its exile, that most valuable treasure - its culture, its and West Library, p. 69), said that this was:-

           

            During the long period, however, in which the Jews were compelled, in the lands of their dispersion, to confine themselves within the Ghetto walls, Jewish law soon assumed to a growing degree a religious form. But it never ceased, for this reason, to be the national law of the Jews, even after a breach had been made in the walls of the Ghetto and the Jews entered the world outside those walls. And this is also true of those Jews who, having "tasted enlightenment" and having acquired civil and political rights in the countries in which they lived, began to regard some of the provisions of Jewish law, and perhaps many of those provisions, as foreign to their spirit. In speaking of the place of the "Shulhan Aruh" in the life of the Jewish people, Ahad Ha'am, in his essay "Ancestor Worship" (Essays, Ahad Ha-Am, translated and edited by Leon Simon, East and West Library, p. 69), said that this was:-

           

            "The book closest to the spirit of our people having regard to its situation and needs during those generations which accepted it for themselves and their descendants. And if we declare 'that this is not our law', then our declaration will be untrue, for this is indeed our law in the form that it necessarily assumed at the end of the Middle Ages, just as the Talmud was our law in the form that it assumed at the end of an earlier period, and as the Bible was our law in the form that it assumed when the people was still living a national existence in its own country ; these three together are but three different milestones along the road of the development of one entity - the spirit of the Jewish people - in accordance with its position and needs during different periods."

 

And in another essay (The Law from Zion) he wrote :-

 

            "Only by the complete atrophy of his feeling for his people can a Jew be so 'emancipated' as to be able to regard all those things that have been sacred to the people from time immemorial with the indifference and detachment of an entire stranger, who may accept or reject them, may treat them with reverence or contempt, on the strength of a purely intellectual assessment of their objective worth. A Jew who has not yet suffered that kind of atrophy cannot rid himself of his attachment to his national past and all it held sacred, even though he may have become a thoroughgoing sceptic in matters of religion ; and the only difference between him and the religious Jew is that he says 'I feel' where the other says

'I believe.' "1)

 

            It is, indeed, a separate question whether, and to what extent, foreign States recognise the application of Jewish law - as part of their municipal law - to Jews who were resident in such places, just as it is a separate question whether - as one must suppose - those states which accorded a measure of recognition to Jewish law, did so upon the basis that that law was the law of a particular religious aspect that dwelt among them. This latter manifestation, in fact, provides reliable testimony as to the vital part played by Jewish law in respect of Jews in various countries. In this regard it is fitting that I should not pass over the observations made in the year 1795 by Lord Stowell, when called upon, sitting as an ecclesiastical court in England in Lindo v. Belisavio (30), to determine the validity of a marriage celebrated according to Jewish law. This is what he said: -

           

            "This is a question of marriage of a very different kind" (that is to say, which was not celebrated in accordance with the provisions of Canon Law) "between persons governed by a peculiar law of their own, and administered, to a certain degree, by a jurisdiction established among themselves - a jurisdiction competent to decide upon questions of this nature with peculiar advantage... If I am to apply the peculiar principles of Jewish law, which I conceive is the obligation imposed upon me, I may run the hazard of mistaking those principles, having a very moderate knowledge of that law."

            (As quoted from the judgment of Stirling J. in De Wilton's case (29)).

           

            As I have said, I do not attribute a great deal of importance - from the point of view of the problem with which we are dealing now - to the question of the extent of the application of Jewish law, as part of the municipal law of foreign states, to their Jewish residents. I do this since the very moment that we admit - as we are obliged to admit - the continued existence of the Jews, in all generations and in all the lands of their dispersion, as a separate people, we must test the nature of Jewish law by the historic relationship of the Jewish people to this law. We shall then conclude - against our will - that the Jewish people really treated Jewish law, throughout their existence and their dispersion, as their special property, as part of the treasure of their culture.

           

            It follows that this law served in the past as the national law of the Jews, and even today possesses this national character in respect of Jews wherever they may be.

           

            If this conclusion, based as it is upon the historical approach which I have mentioned, is correct, we can easily rid ourselves of that artificial conception - with which we have already dealt - which compels obedience to the 'religious' law by persons who in no sense regard themselves as religious. That conclusion, moreover, brings us to a satisfactory solution of the problem raised by counsel for the appellant.

           

            I must now return to interpret the expression "law of his nationality" which is mentioned in Article 64(ii) of the Palestine Order in Council. Generally speaking, it will be proper to assign to this expression its ordinary and accepted meaning, that is to say the law of the country of which the party affected was a citizen or national at all relative times, the lex patriae. However, in regard to the situation assumed by counsel for the appellant in posing the question referred to, we may extend the meaning of the expression referred to in such a way as also to embrace Jewish law, where the parties who were Jews, and foreign citizens, married outside this country ; that is to say, for the restricted purpose of validating such a marriage, it is proper to prefer here, over and above the foreign national law (lex patriae) which governed the parties at the time of their marriage and which only recognises marriages celebrated in particular civil form, the other national law which they possessed then, and which continues to be their national law, that is, Jewish law. If, moreover, we follow this course, and lay down the law in these terms, we shall also remain faithful to the principle - a widely-accepted principle in this branch of the law - that it is the duty of the judge who investigates the question of the validity of a marriage to do his best, so far as the law enables him so to do, to hold a marriage valid, and not invalid.

 

            This latter approach, which prefers the one national law of a person who possesses dual nationality over his other national law, with the object of validating a marriage which is valid according to one of those laws, but not to the other, is not foreign to private international law. In this regard I draw attention to the example furnished by Martin Wolff in his book referred to above, at pp. 130, 131.

           

            To sum up, I myself would incline to regard the marriage of Jews, as presented in the example of counsel for the appellant as valid. Since this is so, the question posed by him has no effect on my conclusion in regard to the correctness of the principle according to which I have held that the 'Polish' marriage of the parties is also valid.

           

            On the basis of what I have said, I agree that both parts of the appeal should be dismissed.

           

WITKON J. I agree that the appeal should be dismissed, though I differ somewhat from the grounds which moved my colleagues Olshan and Agranat JJ. to reach that result. As will appear, I am in general agreement with the learned judge who sat in this case in the court of first instance.

 

            My starting point is the well-known principle that in any case involving a 'foreign' element - foreign nationality, residence outside the country, a contract or act executed or performed in another country and so forth - it is the duty of the court to examine whether it is necessary to resort to the principles of private international law before having recourse to the internal municipal law. The provisions of the municipal law are generally directed to cases in which a foreign element does not arise, unless that law itself lays down a provision specifically directed to such elements. Where a foreign element appears in any case, resort must first be had to the principles of private international law, and it must be ascertained whether those principles refer us to any foreign law or not. The principles of private international law take precedence over any other law which is purely municipal and internal.

 

            There are two principles of private international law which must be considered in this case, when we examine the validity of the marriage between the appellant and the respondent, and both these principles prevent us from examining this problem according to the religious law. And this is the first principle: when a fundamental question falls to be considered - in this case, the question whether the appellant is entitled to claim damages from the respondent, and whether he is liable for maintenance - and when this question is dependant upon the reply to another question (an incidental question) - in this case the question of the validity of the foreign marriage celebrated by the parties in Poland - the court must consider the incidental question according to the law (the municipal or foreign law) which applies to that question and not according to the law (the municipal or foreign law) which applies to the fundamental question. That was decided in the case of Goodman's Trusts (18), and it is in this respect that the importance of that decision lies in connection with the case before us. The second principle is that the question of the validity of the marriage - at least from the point of view of form - must be tested according to the law which applied in the place and at the time of the celebration of the marriage (locus regit actum), and no change in the "personal law" of the parties - resulting from a change in their citizenship, their residence, or any other change - can operate to invalidate that which was valid at the time and in the place where the marriage was celebrated. These two principles refer us to Polish law, which applied to the parties at the time and in the place of their marriage, and there is again no room for the application of any other law in regard to the question of the validity of the marriage.

 

Counsel for the appellant relied on Article 47 of the Palestine Order in Council, and submitted that the matter before us is governed by the religious law, that is to say, Jewish law, and that according to that law the civil marriage celebrated between the parties in Poland is invalid. That law, counsel submitted, is universal in its application, and applies to Jews, who are governed by it in matters of personal faith - that is to say, Jews who are not foreign nationals at the time of the filing of the claim and therefore subject to the law of their nationality in accordance with Article 64 of the Order in Council. This submission disregards the two principles of private international law which I have stated above. It is based, apparently, upon the assumption that to the extent to which Article 47 brings into application, by way of incorporation by reference, Jewish law - which itself is universal in its application to Jews wherever they are, be their nationality or residence whatever it may - there is an indication that the Mandatory legislation intended to exclude the principles of private international law in respect of Jews, who are thus subject to Jewish law. My reply to this submission is that this was not the intention of the Mandatory legislature. The provision in Article 47 is a provision of the municipal internal law, and does not form an exception to the rule which I have stated: that private international law takes precedence in its application over municipal internal law. The provision in Article 47 is also subject to the rules of private international law. And if it be argued that Jewish law is universal, the reply is that every religious law, in its application in this country, flows from an act of the secular legislature, namely, Article 47 of the Order in Council - from the point of view of the basic norm according to the theory of Kelsen - and derives its force from that Article. The secular legislature only conferred legal force upon religious law subject to the principles of private international law. This, in any event, is the proper approach for a civil court in this country. And if it be argued that the position in a religious court is otherwise, as was hinted in Cohen's case (9), (which was cited in a judgment of my colleague Olshan J.), and that there is in this, therefore, evidence that a civil court too should apply religious law in accordance with Article 47 without having regard to the principles of private international law. otherwise there might be different results in the two judicial fora - the civil and the religious. If this result could be brought about in one and the same case by the litigants' choosing which court they will approach, the result could certainly not be one contemplated by the legislator. My opinion, therfore, is that a religious court, too, is obliged to act in accordance with the principles of private international law, once the legislature has conferred upon it jurisdicton in matters of personal status or in any other matter, and that there is no fear of there being different results in the two jurisdictions which exist side by side in this country.

 

            We cannot apply the religious law - in accordance with Article 47 - to a particular matter before we have ascertained whether the principles of private international law refer us to a particular foreign law. In the present case we have found that Polish law applies, in view of the two principles of private international law to which I have referred - the principle relating to decisions of incidental questions, and the principle that a change in citizenship or residence has no effect upon the matter. This being so, Jewish law has no application to this case, in spite of its universal character. It is Polish law which applies, because it is the law which governed the parties at the time and place of their marriage. The provisions in Article 64 of the Order in Council are, in my opinion, irrelevant to this matter, and it is only fortuitous that the 'national' law at the time and place of the marriage is the same law which applies at the place of its celebration. If, for example, private international law had referred us to some other foreign law - not Polish law - we should have applied that law without any reference to Article 64 and without paying any regard to the Polish nationality of the parties in the past. The only source for the application of Polish law is, as I have said, private international law, which applies in this country by virtue of Article 46 of the Order in Council.

           

            My colleague, Agranat J., has asked the question how one can grant relief to the respondent under Jewish law when her status as the wife of the appellant is only recognised by Polish law, and he draws a distinction between the "right" to claim maintenance and the "amount" of the maintenance to which she is entitled. In my opinion there is no necessity to draw such a distinction and for this reason I express no opinion upon it. In my view the institution called "marriage" possesses a universal character, and a marriage under Jewish law is no different from what is accepted in the rest of the civilised world. I have no hesitation, therefore, in applying the right to maintenance of a wife married under Jewish law in favour of a wife whose marriage is based upon foreign law, but is recognised by the law of this country.

           

            In view of what I have said above there is no necessity for me to deal with the question of the validity of the marriage between the respondent and the appellant from the point of view of religious law, namely Jewish law. Since, however, my colleague Olshan J. has dealt at some length with this question, I wish to state in detail the grounds which have impelled me to differ from his opinion.

           

            The learned judge in the court below laid down the principle in the following terms: -

           

            "Since the parties at no time intended to be married under the provisions of Jewish religious law, that law will not regard their union as a marriage. The cohabitation of the plaintiff and the defendant cannot be regarded as cohabitation for the purposes of a religious marriage, though it certainly was cohabitation for the purposes of marriage under Polish civil law.

 

            There is no presumption to assist the defendant in her submission that it must at least be presumed that she has been married according to Jewish religious law. From the point of view of Jewish religious law the parties have never enjoyed the status of a married couple."

           

            I do not wish to raise the question whether this is also the rule under Jewish law, since my colleague Olshan J. also did not do so. While Olshan J. was of opinion that there was nothing in the evidence of the appellant to displace the presumption of Jewish law "that a man does not indulge in sexual intercourse for the purpose of sin," it seems to me that the learned judge, who heard the witnesses and weighed their evidence, was justified in reaching the conclusion that the appellant at least had no intention of marriage. Although the judge did not believe the appellant in regard to other matters on which he testified, he accepted his evidence on this point, and there was also nothing before him to contradict this evidence. On the contrary, even the respondent said (at p. 28 of the record) : "My husband is not orthodox" ; and this was the ground for his refusal to celebrate a religious marriage because, as he said, "It is unnecessary". If, therefore, the principle is as stated by the learned judge, namely, that the presumption in question only applies to Jews who are "orthodox" , and who intend to be sanctified, then there was a sound basis in the evidence for his conclusion, and we are not entitled, in my view, to interfere therewith. My colleague Olshan J. points out that in a case dealing with maintenance there is no need to decide finally and irrevocably as to the validity of the marriage. In my view, this presumption is nothing but a rule of evidence. And in any event, what difference can it make ? If there is no room for the application of the presumption, then the marriage has not been proved and if there is room for the application of the presumption, then the marriage has been proved for all purposes, as long as that evidence has not been contradicted. I see no distinction in this regard between a claim for maintenance and any other claim which gives rise to the question of the validity of the marriage. A distinction such as this creates the impression that there is some distinction between a marriage "de jure" and a marriage "de facto". In my opinion, the public interest demands that we give a clear reply to the question of the validity of the marriage, nor may we leave the parties in a state of doubt as to whether they are married one to the other, or not.

 

            As I have said, my reply to this question is based upon Polish law, which operates in this case by virtue of the principles of private international law, and, as was held by the learned judge, I too answer this question in the affirmative.

           

            Appeal dismissed.

            Judgment given on February 19, 1954.

 


1) Hupa Ve-Kiddushin (sometimes referred to simply as Hupa or Kiddushin), the ceremony of sanctification under the canopy, the final stage of the Jewish marriage ceremony.

1) A category of land which, by law, cannot be devised by will.

 

1) Translated by Leon Simon.

Full opinion: 

Shibli v. Shibli

Case/docket number: 
HCJ 85/47
Date Decided: 
Friday, January 13, 1950
Decision Type: 
Original
Abstract: 

Under the Palestine Order in Council, 1922, a number of Christian "communities", including the Greek Catholic community but not including the Protestant community, were recognised and given the right to hold courts of their own with jurisdiction (which in some cases required the consent of the parties) in matters of personal status over members of their own community.

               

The petitioner was a Protestant and had married the first respondent, a member of the recognised Greek Catholic community, in a Greek Catholic church. There was one child of the marriage. The parties quarreled soon after the marriage and their disagreements led to incessant litigation. Upon an application by the husband to the Greek Catholic Court for (inter alia) custody of the child of the marriage, the wife refused to recognise its jurisdiction over her, claiming not to have been at any time a member of her husband's community.

               

The Greek Catholic Court granted custody of the child to the husband, but the wife refused to hand over the infant to him and returned to her mother's house in Nazareth. Since religious courts have no power to execute their own judgments, the only way the husband could recover the child was through the Chief Execution Officer of the civil court to whom an application was duly made by the husband.

               

The Execution Officer at first refused to order the execution of the order of custody, but after hearing evidence, changed his mind and made an order that the wife should hand over the child to the husband. The wife then petitioned this could to set that order aside, the husband and the Chief Execution Officer being respondents to the petition.

 

Held: that the Chief Execution Officer could change his decisions:

               

that the Greek Catholic Court might have had jurisdiction had this been a case where no consent to its jurisdiction was required, but as in this case such consent was required and had not been given, the religious court had acted without jurisdiction: that the Chief Execution Officer was wrong in ordering the execution of the order of custody.

Voting Justices: 
Primary Author
majority opinion
Author
concurrence
majority opinion
Full text of the opinion: 

H.C.J  85/47

 

 

MOUNEERA SHIBLI

v.

JAMIL SHIBLI and THE CHIEF EXECUTION OFFICER, DISTRICT COURT, HAIFA

 

 

 

In the Supreme Court sitting as the High Court of Justice.

[January l3, 1950]

Before: Smoira P., Assaf J., and Cheshin J.

 

 

 

Family Law - Personal Status - Jurisdiction of Religious Court of Greek Catholic Community - Custody of infant - Chief Execution Officer - Power to change decisions - Limitations on right to hear evidence.

 

                Under the Palestine Order in Council, 1922, a number of Christian "communities", including the Greek Catholic community but not including the Protestant community, were recognised and given the right to hold courts of their own with jurisdiction (which in some cases required the consent of the parties) in matters of personal status over members of their own community.

               

                The petitioner was a Protestant and had married the first respondent, a member of the recognised Greek Catholic community, in a Greek Catholic church. There was one child of the marriage. The parties quarreled soon after the marriage and their disagreements led to incessant litigation. Upon an application by the husband to the Greek Catholic Court for (inter alia) custody of the child of the marriage, the wife refused to recognise its jurisdiction over her, claiming not to have been at any time a member of her husband's community.

               

                The Greek Catholic Court granted custody of the child to the husband, but the wife refused to hand over the infant to him and returned to her mother's house in Nazareth. Since religious courts have no power to execute their own judgments, the only way the husband could recover the child was through the Chief Execution Officer of the civil court to whom an application was duly made by the husband.

               

                The Execution Officer at first refused to order the execution of the order of custody, but after hearing evidence, changed his mind and made an order that the wife should hand over the child to the husband. The wife then petitioned this could to set that order aside, the husband and the Chief Execution Officer being respondents to the petition.

               

                Held:      that the Chief Execution Officer could change his decisions:

               

                    that the Greek Catholic Court might have had jurisdiction had this been a case where no consent to its jurisdiction was required, but as in this case such consent was required and had not been given, the religious court had acted without jurisdiction: that the Chief Execution Officer was wrong in ordering the execution of the order of custody.

 

Palestine judgments referred to:-

(1)   H.C. 52/31 - Abraham Elmaleh, as administrator of the estate of Jacob Danon v. Chief Execution Officer, Jerusalem and others, (1918-33), 3 C.O.J., p. 853.

(2)   H.C. 36/38 - Ali Sheikh Ahmad Attar and another v. Chief Execution Officer, Magistrate's Court Ramleh and another, (1938), 1 A.L.R., p. 343.

(3)   H.C. 98/41- As'ad Mantsour Abd el-Nour v. Chief Execution Officer, Jerusalem and anotherr (1941) S.C.J. 632.

(4)   H.C. 51/45 - Anton Shomali v. Chief Execution Officer, Jerusalem and another, (1945), 12 P.L.R., p. 443.

(5)   H.C. 22/39 - Zussman Shtark v. Chief Execution Officer, Tel Aviv and another, (1939), 6 P.L. R., p. 323.

(6)   H.C. 6/43 - Malakeh Nasri 'Amer v. Chief Execution Officer, Jerusalem and  another, (1943), 10 P.L. R., p. 78.

(7)   H.C. 7/44 - Labibeh Ibrahim Baqluq v. Salibeh Yacub Baqluq and another, (1944), 11 P.L.R., p. 128.

(8)   H.C. 83/46 - Mary Ni'meh Saffouri v. Shukri Salman and another, (1947), 1 A.L.R., p. 71.

(9)   H.C. 100/41 - Elia Shubeita v. Chief Execution Officer Jaffa, (1942), 9 P.L.R., p. 121.

(10) H.C. 105/45 - Moshe Golddenberg v. Chief Execution Officer, Tel Aviv and another, (1946), 13 P.L. R., p. 180.

(11) H.C. 35/46 - Lana Levi (Hezkia) v. Assistant Chief Execution Officer, Tel Aviv and another, (1946), 13 P.L.R., C. 328.

(12) C.A. 60/43 - Yedidia Mizrahi Barzilay v. Yedidia Tova (Nee Bauman), (1943), 10 P.L. R., p. 241.

(13) H.C. 63/44 - Abed Yousef Salman v. Assistant Chief Execution Officer, Jerusalem and another, (1944), 2 A.L. R., p. 792.

(14) H.C. 2/46 - Yousef Habib Khasho v. Chief Execution Officer, Jerusalem and  another, (1946), 13 P.L. R., p. 76.

 

Weil for petitioner,

Klug for first respondent,

Levi for second respondent.

 

            CHESHIN J. This is the return to an order nisi granted by this court, during the period of the Mandate, namely on August 21, 1947, which was directed to the second respondent requiring him to show cause why he should not refrain from executing a judgment of the Religious Court of the Greek Catholic Community for the return of an infant to the custody of the first respondent.

           

2. The record of the relations between the two principal parties is not in dispute, and the following are the main points :

 

A.    The petitioner, Mouneera Shibli, and the first respondent, Jamil Shibli, were married on September 20, 1942, in the Greek Catholic Church at Nazareth, according to the marriage laws and the ceremonies observed by that Church. Both of them were and still are Palestinian subjects; but the husband was and remains a member of the Greek Catholic Community, while the wife was a member of the Protestant faith before the marriage, and the pivot on which the whole of this case turns, as will duly appear, is whether upon her marriage any change took place in her personal status.

 

B.    The marriage was not a success and, ever since 1944, the husband and wife have been incessantly in the courts. The husband brings his claims before the Religious Court of his Community, while the wife brings her claims against him before the civil courts for maintenance for herself and for their child. One attempt to resume their domestic relationship, made in consequence of a maintenance order given by the District Court in Haifa, was also unsuccessful, and in due course the wife left her husband, taking their infant child with her, and returned to her mother's home in Nazareth. The husband then sued her in the Greek Catholic Religious Court for an order of restitution of conjugal rights (in Arabic, houkoum at-ta'a-l-zawjia). The wife did not answer the summons of the court, and on December 11, 1945, the court dealt with her husband's case in her absence and ordered her to obey her husband and return to his home in order that they might continue normal marital relations.

 

C.    The wife, who contested the jurisdiction of the Religious Court to try the matter, lodged an objection to the restitution order, and when her objection was rejected, she appealed to the Court of Appeal of the Greek Catholic Community; but her efforts proved to be in vain, and the order of "ta'a" was confirmed by the Community Court of Appeal on July 9, 1946.

 

D.    On July 18, of that year, the wife was called upon by the Execution Office in Haifa, to comply with the order, and when she refused to do so the husband once more applied to the Greek Catholic Court with a request to order the wife to deliver their infant child into his custody. On July 27, the order of custody was granted stating, inter alia, that the husband had reserved the right to demand separation a mensa et thoro from his wife and the cessation of her conjugal rights; and when it became clear to the husband that his wife was adamant in her recalcitrance and refusal to return to his home or to deliver the child into his custody, he lodged a further application (his third one) with the Religious Court, claiming an order of separation a Mensa et thoro. On November 29, the court acceded to the husband's application and held that the couple were to live separately.

 

E.    In the meantime, the husband continued the proceedings for the execution of the order of custody. The wife objected thereto before the second respondent, namely, the Chief Execution Officer in Haifa, on the ground that the order could not be executed, because the Religious Court had dealt with the matter without jurisdiction. The second respondent at first decided to uphold the petitioner's objection and directed that the order was not to be carried into effect; but after hearing the evidence of priests of the Greek Catholic Church from Nazareth and Haifa on the question of the wife's personal status, he changed his view, and on June 30, 1947, reversed his previous decision and directed the order of custody to be executed. The petitioner applied to set aside this last order and, as stated, the order nisi was granted.

 

3. The first question - of lesser importance - to arise in the course of the proceedings before us was : is the Chief Execution Officer entitled to alter decisions previously made by him ?

 

4. That question has already been considered on a number of occasions by this court (in the time of the Mandate) and answered in the affirmative (see, for example, Elmaleh v Chief Execution Officer, Jerusalem (1) and Attar v. Chief Execution Officer, Magistrate's Court, Ramleh (2)). The jurisdiction of the Chief Execution Officer to alter decisions previously made by him is based upon article 2 of the Execution Law1); and there is hardly a single matter that comes before the Execution Officer which is not subject to reconsideration by him. Moreover, this court (in the time of the Mandate) has stated several times that before a person petitions this court, he would be well advised to apply first of all to the Chief Execution Officer (or to any other public official of whose acts he complains) with a final request to alter the decision which, in the petitioner's opinion, is in detriment of his rights.

 

5. Dr. Weil submits on behalf of the petitioner, that even if the Chief Execution Officer is empowered both to reconsider a matter within his purview and also to alter his previous decisions in that same matter, hie is certainly not entitled to turn himself into a judge, hear the testimony of witnesses, receive evidence and proof and give judgment; and in the present case, the second respondent made the order he did after taking evidence from priests and making findings of fact. That, submits Dr. Weil, is beyond the jurisdiction of one who is appointed to execute, and to execute alone, the judgments of competent courts.

 

6. No one disputes that the Chief Execution Officer is not a judge trying a case, and he is not entitled to make findings on the actual dispute arising between the parties, or to alter findings made by competent courts. In Nour v. Chief Execution Officer, Jerusalem (3), this court (in the time of the Mandate) decided that, "if (an order is) given by a competent court that matter must be executed whatever (the Assistant Chief Execution Officer) may think about its merits or demerits." It is clear, therefore, that the function and powers of the Chief Execution Officer are severely limited: but is he without authority to consider any form of proof before making his decision? Even the case of Nour (3), above, does not go as far as that: in that case it is stated that the Chief Execution Officer has to execute judgments and orders made by a competent court, and how can the Chief Execution Officer determine whether a certain court (especially when it concerns a court of one of the religious communities in Israel) was competent to give the judgment under execution, it he does not take evidence and hear proof?

 

7. This is perhaps a not inappropriate occasion to point out to Chief Execution Officers the necessity for keeping strictly within the framework of the powers conferred upon them, and for taking care not to exceed the limits of those powers; for indeed, it was in this that the second respondent was at fault in the present case, as I will explain.

 

8. I have already mentioned that since the marriage took place in the Catholic Church and having regard to the Canons of that Church there is no objection to the second respondent hearing evidence on the question of the personal status of the petitioner from priests of the Greek Catholic Community. He did not, however, content himself with that, but went on to hear explanations and commentaries on dicta appearing in the judgment of the Religious Court. Thus, for example, at one point in the judgment, it is stated that: "Whereas she (the petitioner) ...being a non-Catholic, etc. ...accordingly, etc." Those words do not seem to be capable of more than one interpretation. But what did the second respondent do ? He heard a long explanation from a priest - the priest that delivered the judgment - as to the supposedly real intention behind those words, and concluded from that explanation that the fact that the petitioner is not a Catholic does not mean that she has ceased to be a member of the Greek Catholic Church. But that was not stated, neither expressly nor impliedly, in the actual judgment. Furthermore, that explanation, changing the passage which was quite unambiguous, provided one of the foundations on which the second respondent's final conclusion was based. Now, two ways are open to an execution officer: either the language of the judgment is clear, in which case it must be executed without that officer hearing extrinsic evidence; or it is not clear, in which event the provisions of article 6 of the Execution Law 1) must be applied. The Chief Execution Officer is not authorised to hear evidence either in order to discover the meaning behind words and their context, or for the purpose of interpreting a judgment which is clear.

 

9. In that respect, therefore, it seems to me that the second respondent was wrong in reading into a judgment an intention inconsistent with that expressed in clear words. But the question still remains: is this defect by itself a sufficient ground for quashing the second respondent's later decision and restoring his first decision? The answer to that must, in my opinion, be in the negative. For it is not to the second respondent's reasons that the petitioner objects, but to the actual decision itself; and if the material to be found in the affidavits of the parties and in the other exhibits produced to us in fact shows that the decision is erroneous, the court will reverse it in substantio, whereas if the decision was right, then the reversal of that decision and the revival of the decision that preceded it Should be like repairing a technical defect by means of a grave injustice - something we are hardly likely to do.

 

10. The arguments of counsel for the petitioner and the first respondent as to the merits of the case may be summarized thus: counsel for the petitioner contends that the order of custody is not subject to execution, in that it was made by a Religious Court without any substantive jurisdiction, and that the order itself is contrary to the principles of justice and equity. Counsel for the first respondent argues, on the other hand, that the Religious Court of the Greek (Catholic Community was competent to decide what it did, and that the order itself cannot be regarded as offending against justice and equity.

 

11. The substantive law which we have to consider is contained in the Palestine Order in Council, 1922. Article 54 of the Order in Council reads, inter alia, as follows:

 

            "54. The Courts of the several Christian communities shall have:-

           

            (i) Exclusive jurisdiction in matters of marriage and divorce, alimony, and confirmation of wills of members of their community other than foreigners...

           

            (ii) Jurisdiction in any other matters of personal status of such persons, where all the parties to the action consent to their jurisdiction."

           

            Matters of personal status were defined in Article 51 of the Order in Council in these words:

           

            "...matters of personal status means suits regarding marriage or divorce, alimony, maintenance, guardianship, legitimation and adoption of minors, inhibition from dealing with property of persons who are legally incompetent, successions, wills and legacies, and the administration of the property of absent persons."

           

12. Those Articles, therefore, deal with the definition of the nature of matters involving personal status, and determine the exclusive and concurrent jurisdiction of the Religious Courts of the various Christian communities in those matters, relating to members of their community other than foreigners. Before we can solve the question as to whether the Greek Catholic Court was competent to adjudicate in personal disputes between the petitioner and the first respondent, we must necessarily determine first of all what is the petitioner's religion and to which religious community she belongs.

 

13. No one disputes that before her marriage the petitioner was a member of the Protestant Community. Dr. Weil contends that, for the purpose of determining somebody's personal status, he is not to be regarded as having changed his religion unless he satisfies the requirements stated in section 2 of the Religious Community (Change) Ordinance. In the present case, he argues, the petitioner's change of religion was not registered in the register of the District Commissioner, as required by section 2(1) of that Ordinance, nor was the certificate, mentioned in section 2(2), sent either to the Greek Catholic Community which, according to counsel for the first respondent, she joined, or to the Protestant Community 1) which, according to the same submission, she left. Therefore, concludes Dr. Weil, and without taking into account the wedding ceremony that took place in the Catholic Church in accordance with the canons of that Church, the petitioner was and still remains a Protestant.

 

14. This argument was considered, and even answered, in Shomali v. Chief Execution Officer, Jerusalem (4). In that case, the court stated (ibid., at p. 444) : "As Protestants are not mentioned in the second schedule to Article 2, Palestine (Amendment) Order in Council, 1939, they do not belong to a Religious Community"; and further down on the same page : "Before it can be said that section 2(1) of the Ordinance applies, a person must already belong to one of the scheduled Religious Communities. We stress the use of the word "change" his religious community. She (the Respondent in that case), in first, never became a member of any Religious Community till her marriage, so it cannot be said that she ever changed her Religious Community." In other words, the aforementioned requirements in the Ordinance referred to apply only to such persons as belong to one of the religious communities recognised by law and who substitute their religious community for a different religious community which, too, is recognised by law. Exceptions to that rule are persons joining an unrecognised religious community or leaving such a religious community. Such persons are exempt from registering the change in their religious community. The present petitioner, like the second respondent in Shomali's case (4), had never belonged to one of the recognised religious communities until she married (and I shall further consider the question as to what extent that marriage affected her personal status at a later stage), and therefore it cannot in any way be said that she altered or changed her religious community. Moreover, to use the language of the court in Shomali's case (4), (ibid., at p. 445) : "She may have changed her religion, or to put it in another way, she may have become a member of another Church"; but that fact by itself does not impose on her the obligations, nor confer on her the benefits, set out in the Ordinance. That Ordinance does not, in fact, apply to her at all.

 

15. Accordingly, we must investigate the other circumstances of the case in order to see whether they include any factors likely to affect the petitioner's personal status and to determine the laws applying to that personal status. But fact we shall clarify certain fundamental rules deriving from both written and case law, which can serve as pointers for determining a person's personal status.

 

16. Dr. Klug, on behalf of the fact respondent, says that the final word on the question as to a person's belonging to a particular community is with those members of that community who speak with authority on its religion. Since in the present case the priests of the Greek Catholic Religion have expressed the view that the petitioner is numbered among their flock, there can be no disputing their opinion. In support of this submission, Dr. Klug quotes the rule laid down in Shtark v. Chief Execution Officer, Tel Aviv (5), but that case has nothing to do with the problem in hand. All that was decided there the question of the juridical validity and legal effect of a marriage contracted between a Jew and a Jewess is within the jurisdiction of the Religious Courts of the Jewish Community. The question of the membership or non-membership of either or both the spouses in the Jewish Community did not arise at all, and this court did not so much as hint in its decision that the Religious Court is the final authority on this question.

 

17. The weakness of Dr. Klug's argument becomes apparent especially in a case such as the one before us; for here the Anglican Church also claims the petitioner for itself, as can be seen from the letter from Bishop Khalil Jamal, head of the Arab-Anglican Community in Nazareth. Who can say which of the opinions of the rival religious heads is to be preferred ?

 

18. It should be noted in parenthesis that the Palestine legislator - or, more accurately, the constitution-maker for Palestine - foresaw the possibility of such differences of opinion as have been revealed in the present case. In order to settle those differences, he laid the foundation for legislation in the future which would enable these matters to be regulated. By Article 51(2)(b) of Council (which was added in 1989 to the Order in Council, 1922), the legislator was empowered to enact a law ''for determining the circumstances in which a person shall be regarded as a member of any religious community". Such a law, however, has not yet been enacted, and although the Religious community (Change) Ordinance is still in force, as stated in the proviso to Article 51(2)(b) (see Article 9(2) of the Palestine (Amendment) Order in Council, 1939), yet, as has already been stated, there is nothing in that Ordinance which can throw any light on the solution of the problem under discussion here.

 

19. Article 54 of the Order in Council empowers the Religious Courts of the various Christian communities to try matters relating to personal status. But, whether the jurisdiction conferred on those courts is exclusive as regards the matters set out in subsection (1) of Article 54, or concurrent as regards all other matters relating to personal status, a sine qua non for both of them is that the litigants be members of that community before whose religious court they bring their suits. Notwithstanding the plain meaning of that provision, the courts (in the time of the Mandate) were disposed in the public interest not to be too strict, and, in a long line of cases, held that that provision is not absolute, in the sense of "fiat justitia ruat coelum", and that there are instances where the public welfare demands that the law should not be strictly applied. Thus, for example, it was held in 'Amer v. Chief Execution Officer Jerusalem (6), that a husband who had conducted himself as a Catholic for several years before his marriage, and whose wedding took place with his consent according to the canons of the Catholic Church, could not be heard to say that he is a member of the Moslem faith and that the Latin Court was accordingly incompetent to try his wife's suit in the matter of alimony. Again, in Baqluq v. Baqluq (7), it was held, following 'Amer's case (6), mentioned above, that a person who had regarded himself as a member of the Latin Catholic Community for twelve years prior to his marriage, and had represented himself at the time of the wedding ceremony as being a member of that community, could not, when sued by his wife in the Latin Religious Court, be heard to contend that he had from the first been a member of the Greek Orthodox Community and that his change of community had not taken place in accordance with the Religious Community (Change) Ordinance. Finally, in Saffouri v. Salman (8), this court (in the time of the Mandate) held that a woman, who had married according to the rites of the Greek Orthodox Church and who sued her husband in the Religious Court of the Greek Orthodox Community, which gave its decision on her case, was estopped from arguing afterwards that the court was not competent to decide the matter because she was a Protestant.

 

20. It appears at first sight that the rule laid down in Shubeita v. Chief Execution Officer, Jaffa (9), in Goldenberg v. Chief Execution Officer, Tel Aviv (10), and in Levi v. Assistant Chief Execution Officer, Tel Aviv (11), is inconsistent with the principle embodied in 'Amer (6), Baqluq (7), and Saffouri (8), mentioned  above. But this "inconsistency" is capable of being explained. In it was decided that the Religious Court of the Greek Catholic (Melkite) Community was not competent to declare a husband, a member of that community, liable to pay alimony to his wife because the wife, who had been a member of the Latin Community before her marriage, had never changed her religious community and the marriage, though celebrated according to the rites of the Melkite Church, was not of itself sufficient to transfer her from one religious community to another. In Goldenberg (10), and in Levi (11), it was held that for the purposes of Article 54 of the Order in Council (which corresponds to Article 58 and determines the jurisdiction of the Religious Courts of the Jewish Community), it is essential that both spouses be members of Knesset Israel1), so that non-membership of one of them ousts the jurisdiction of the Rabbinical Court. Two facts, however, should be noted : first, both the latter cases concerned Jewish parties, and the question of the membership or non-membership of Jews in Knesset Israel may easily be settled by reference to the register of adults with the proper registering authority, namely, the Va'ad Leumi2), which is not the case with the members of other communities; when any doubt arises as to whether a person is a member of one or other of the communities, it cannot be so easily solved. Secondly, and more important, the question in each of the three cases mentioned above was to what extent the consent of the parties to have their case tried before a religious court affects the jurisdiction of that court, and the court held that consent whether given expressly or implied from silence, is insufficient to confer jurisdiction on a religious court when the law does not confer such jurisdiction upon it. The question whether a person is estopped from arguing non-membership of a particular religious community was not dealt with at all. In the case of 'Amer (6), and in the cases that followed that decision, on the other hand, the question of consent was not stressed at all, and in the present case we have not yet reached the stage of considering that question. The question that was asked there, and which is before us at the present stage of our deliberations is whether, in given circumstances and for a particular purpose, a person is estopped from arguing that he is not a member of a particular community. The court in the time of the Mandate, as we have seen, answered that question in the affirmative; and that view, with all due respect, seems to be the right one, and I propose to follow it.

 

21. I shall now pass on to the question whether any factors may be found in the conduct of the petitioner towards the first respondent which can conclusively establish her personal status for the purpose of the litigation with her husband, the first respondent, and what are those factors.

 

22. Both parties call in aid first and foremost the marriage certificates in their possession. According to what we have been told, those certificates are extracts of entries made at the time when the wedding ceremony took place in the books of the Court of the Greek Catholic Community. The certificate in the possession of the first respondent was apparently given to him shortly after the wedding, whereas the certificate produced by the petitioner was prepared in July, 1947, for the purpose of the present case. It should be said at once that those certificates contain nothing that can throw any light on the problem as they contradict each other on the most important details, even though, as stated, they were both presented as copies of the same original entry. Thus, for example, the copy produced by the wife states that her religion is Protestant, whereas in the copy that was delivered at the time to the husband the wife's religion is not noted at all. The husband says in his affidavit that he himself examined the register of entries in the Greek Catholic Church of Nazareth and discovered that the wife is not registered in it at all as a Protestant. An affidavit made by Archimandrite George Nonni, who delivered the copy to the wife, was also produced in support of the husband's contentions, and in that affidavit he states that the word "Protestant", appearing in the copy given to the wife, was interpolated by him (the Archimandrite) by mistake. What is the origin of that mistake? This is his explanation, in paragraph 8 of his affidavit : "This mistake in filling in the marriage certificate was caused because the petitioner told me then, in July 1947 (the date of the copy) the reason why she needed the certificate, but my attention was not drawn to the real reason which lay behind her contention that she was a member of the Protestant Community". That is a somewhat surprising explanation. It should not be forgotten that the petitioner applied to the Archimandrite, not in order that he might determine her religion, but in order to receive a certified copy of the entry once made in an official register in the custody and possession of the Greek Catholic Church in Nazareth. One would have thought that there is nothing simpler and easier than copying what is stated in a book precisely as it has been written. But such was not the case here. Details of a person's description were inscribed in a copy which do not appear in the original, and the explanation therefore is that the person requesting the copy did not disclose the real intention behind his contention that those details fit his description. The matter becomes even more puzzling when one considers another statement in Archimandrite George Nonni's affidavit. In paragraph 5 of his affidavit, he declares that "in the description of the marriage in question, appearing in the marriage register, it is not stated what is the religion of the spouses." Those remarks do not fit the facts, for in the body of each certificate - that of the husband and that of the wife - it is stated that the husband is a member of the Greek (in Arabic, the "Roman") Catholic religion. We have not been told whether an error has occurred here as well, but from another paragraph in Archimandrite Nonni's affidavit it may be gathered that the respondent's version is nearer the truth; for in paragraph 6 he declared that "the said register (the register of entries) notes the religion of both spouses only where one of them is not a member of the Greek Catholic (Melkite) Community." If these last words are in fact correct, since one of the spouses, namely, the husband in the present case, is described in the register as a member of the Greek Catholic religion, it may be assumed, on the basis of the Archimandrite's affidavit itself, that the second spouse, namely the wife, was not regarded at the time of the celebration of the marriage as a Catholic. However, those matters remain within the sphere of conjecture only, especially in the light of the abovementioned inconsistencies, and for that reason it would be best to ignore the marriage certificates, both the one in the respondent's possession and the one in the petitioner's possession, and for the purpose of determining the position of the petitioner as regards her personal status, I prefer to consider other factors, the correctness of which is not in doubt.

 

23. It is not disputed that the fact of the petitioner's being a Protestant before her marriage was not overlooked by the first respondent; but before the marriage was celebrated, the petitioner visited the Church of his community together with the fact respondent in order to participate in a Catholic Mass. The marriage itself took place in the Catholic Church, according to the rites and ceremonies of that Church. From the evidence of Archimandrite Zaton and Father Mosoubah (who based their observations on Canon 1061 of the Codex Juris Canonici) before the Chief Execution Officer, it appears that the Catholic Church does not permit mixed marriages unless certain formalities are previously observed and certain certificates are signed. Thus the two spouses, for example, undertake in writing to baptise the children born to them of the union and to educate them as Catholics, and the member of the alien religion has to declare and announce, when the ceremony of marriage takes place, that he elects to adhere to his own religion even after the wedding. Those formalities were not observed in the present case, the undertaking was not signed and the marriage took place as if between two Catholics. In point of fact, the petitioner behaved as a Catholic after the wedding too; she came to the Catholic Church to pray, and the child that was born to them was baptised with the consent of the Melkite Church. It should be emphasised - as was emphasised in Baqluq (7), mentioned above - that we are not dealing with a case of change of religion and with the determination of the membership of one of the parties in one religious sect or another, but with the question of the rights and duties as regards the spouses and in relation to each other, flowing from the marriage bonds created between them. In the light of the principle laid down in 'Aztec (6), Baqlua (7), and Saffouri (8), above mentioned, my opinion is that, for the purpose of investigating the question of personal status as between the petitioner and the first respondent, the petitioner is estopped from alleging that she is not a member of the Greek Catholic (Melkite) Community. I have not overlooked the fact that there is in that conclusion a certain extension of the scope of the principle that was laid down in 'Amer (6), and in the cases that followed that decision, but, in my view, the essential principle remains the same.

 

24. Having reached the conclusion that the petitioner is, in the circumstances of the case, estopped from arguing that she is not a member of the Greek Catholic (Melkite) Community. I have still to see whether the Religious Court of that community was competent to try the matter brought before it, in view of the other factors upon which the jurisdiction of a court is made conditional by Article 54 of the Order in Council.

 

25. It is clear - and no one disputes the fact - that if the matter in question falls within the compass of subsection (i) of Article 54, the Religious Court has exclusive jurisdiction to try it, and its judgment will be valid and effective even in the absence of consent on the part of the petitioner to have her case tried by that court; whereas if, on the other hand, it is held that subsection (ii) applies to the matter in question, the jurisdiction of the Religious Court is conditional upon the consent of the parties.

 

26. This case concerns the custody of an infant. Even though that matter is not expressly referred to among the matters enumerated in Article 54(i), it has nevertheless been held by this court (in the time of the Mandate) that where the application for the custody of infants is subsidiary to another suit involving a matter of personal status, which is subject to the jurisdiction of the Religious Court, that same court is competent to decide the question of custody also (see Yedidia v. Yedidia (12), Salman v. Assistant Chief Execution Officer Jerusalem (13), Khasho v. Chief Execution Officer, Jerusalem (14), and the authorities there cited). But the question is whether the fact respondent's suit before the Religious Court for the custody of his infant son was in fact subsidiary to some other suit in a matter of personal status which was before that court, and which the court was competent to try.

 

27.  Dr. Klug submits that the remedy of custody was subsidiary But if one speaks of "subsidiary", there is a presumption that there is a "principal" claim too. What is the principal claim in the present case? As stated, two orders were made by the Greek Catholic Court on the suits of the first respondent, in addition to the custody order : one of them was the "ta'a", before the custody order, and the other was the separation order, after it. "Ta'a" is, in substance, certainly a matter flossing from the marital relationship, within the meaning of Article 54(i); but custody can by no means be said to be subsidiary to it. For the very essence of the "ta'a" is that it is a vehicle for restoring the domestic peace of the couple. Had the petitioner, for example, complied with that order, the first respondent would not have had recourse to the action for custody. Those two remedies, therefore, are really a "contradiction in terms" and are, by their very nature, incapable of existing under one roof. The one may, at the very most, provide an alternative remedy to the other, that is to say, either a "ta'a" order or an order for custody. But apart from the fact that two alternative remedies are sought in one application and, when granted, are granted in the body of one single order, in the present case they were sought in two separate applications and granted in two separate orders. The custody order was not made until after the "ta'a" had been made final, when it was apparent to everyone that the petitioner would not comply with the directions contained therein. Apart from that, the very concept of an "alternative" remedy indicates that it is not consequential upon some other remedy, the main one, nor is it subsidiary to it, but stands on its own and only serves as a substitute for some other remedy, some main remedy, particularly where that main remedy cannot be granted. It is the failure of the application for the granting of the main remedy that gives rise to the application for the alternative remedy. Can then, that latter remedy be called subsidiary?

 

28. Further, can custody of a child be regarded as subsidiary to separation of husband and wife? A custody order may be subsidiary to a separation order. When does that occur? When the application contains a main prayer for separation and a consequential prayer for custody, or when the application for custody is no more than the natural continuation of an application for separation or of a separation order. Here, the custody order was made on July 27, 1946, and in the body of the order it was emphasised that it was final, whereas the separation order was only made two months or more later. Can the later order be regarded as a natural continuation of the earlier one? Dr. Klug contends that the custody order is no more than a single, intermediate chapter in one painful episode, that lasted over a period of time and terminated in the making of the separation order. No one disputes that. But from the very nature of things, each chapter in that episode has to be read independently, the object of one being different from that of the others. Each chapter must stand by itself, one independent of the other, though the story may be a single whole. Accordingly, this is not a case of a principal and a subsidiary claim, but a number of independent principal claims. When lodging the application for custody, it may be that the husband at no time considered that at some later stage he would have to ask for separation also. It may be that the main object of the application for custody was in order to force the wife to carry out the order of "ta'a" that preceded it, so that there would be no necessity either for separate custody or for living separately. At all events, each of the remedies the husband sought, and obtained, was designed for a particular end; and whilst this is a case of proximity of events, it is not a case of a principal and a subsidiary claim.

 

29. That being so, the question of custody was not within the exclusive jurisdiction of the Religious Court.

 

30. Here Dr. Klug submits that a distinction should be drawn between "guardianship" and "custody", and that the Codex Juris Canonici only recognises the institution of guardianship.

 

31. It is not essential for the purposes of the present case to investigate and examine the distinctions that Dr. Klug draws between those two concepts, for even if we are at one with him that the Religious Court made an order for the guardianship of the infant boy, and not for his custody, that does not further his principal argument. For guardianship is not included among the matters of personal status set out in subsection (i) of Article 54 and, as was stated earlier, since the application for this remedy was not joined as consequential relief to the other, the principal remedy, which is within the exclusive jurisdiction of the Religious Court, subsection (ii) of Article 54 is the one applying to the application for guardianship; and for the purpose of the matters stated in that subsection, the parties must consent to submit to the jurisdiction of the Religious Court. The petitioner did not consent to that jurisdiction and is adamant in her objection thereto to this very day. Hence, the order made by the Religious Court, be it an order for custody or for guardianship, was made without any jurisdiction, and cannot therefore, in my view, be carried into effect.

 

32. In the light of that conclusion, we are, in my opinion, relieved from the necessity of dealing with the other arguments of counsel for the petitioner, namely, that a Religious Court cannot grant a subsidiary remedy unless the parties submit to the jurisdiction and that in the case of custody of an infant the jurisdiction is conditional upon the infant's agreeing through his guardian, and that in the present case the benefit of the child demands that he should remain with the mother.

 

            SMOIRA P. I had the advantage, when considering this case, of having before me the comprehensive judgment of my learned colleague, Cheshin J.   I concur in his conclusion that we must make the order nisi absolute, and it is my intention to add, for my own part, only a few observations.

           

            I agree with his view that, generally speaking, the Chief Execution Officer is entitled to alter previous decisions made by him, especially in cases such as Elmaleh (1), and Attar (2). But in the case under consideration, the Chief Execution Officer would, in my opinion, have been better advised if, after giving his first decision, in which he refused to order the execution of the judgment of the Religious Court, he had referred the party that was not satisfied with his decision, namely, the husband (the first respondent) to the Supreme Court, instead of giving a second decision in the case. However, I do not wish to go into this point at length, for, in my opinion, our decision does not turn on it.

           

            I am in entire agreement with what my learned colleague said in paragraphs 25 to 32 of his judgment concerning the merits of this case. I consider, with respect, that my colleague demonstrates conclusively in that part of his judgment that in any case the Religious Court had no jurisdiction to try the question of tile custody of the infant son without the consent of both parties, as the question was not tried by the Religious Court as subsidiary to another suit in a matter of personal status. Since that ground is sufficient and decisive for making the order absolute I regard myself, together with my colleague, as relieved from the necessity of dealing with the submissions of Dr. Weil, counsel for the petitioner, mentioned in paragraph 32 of the judgment of Cheshin J., and relieved also from the necessity of considering the arguments dealt with by my colleague in paragraphs 13 to 23 inclusive of his judgment, namely, the question of the construction of section 2 of the Religious Community (Change) Ordinance, and the question whether the petitioner is estopped, by reason of her conduct, from arguing that she is a member of the Greek Catholic (Melkite) Community.

           

            I reserve to myself, therefore, the right to express my view, when the occasion calls for it, on these two questions, namely:

           

            (1) If Dr. Weil was right in his contention that section 2 of the Ordinance also applies when a Protestant enters a recognised community, was the Supreme Court correct in its judgment in Shomali (4) ?

           

            (2) Should the rule that follows from the judgments in 'Amer (6), Baqluq (7), and Saffouri (8), be preferred to the rule which follows from the judgments in Shubeita (9), Goldenberg (10), and Levi (11) (see the citations in the judgment of my learned colleague, Cheshin J., in paragraphs 19 and 20), in regard to the question whether a person is estopped, by reason of his behaviour, from arguing membership of a certain religious community.

 

            I cannot conclude without saying, on behalf of my colleagues and myself, that the court is indebted to Dr. Weil for volunteering to act as counsel for the petitioner, who appeared before us at first without any legal assistance, and that the court was greatly assisted by the able arguments of Dr. Weil and Dr. Klug.

           

            ASSAF J.   I agree, as to the main part of the judgment, with the opinions of my learned colleagues, and at the same time concur in the observations of the learned President.

 

                                                                                     Order nisi made absolute.

                                                                                     Judgment given on January l3, 1950.

 


1)              Ottoman Execution Law, Article 2:

          The Execution Office will pass orders for execution without awaiting an order from any Court. Any person aggrieved by such orders is entitled to object in writing. If his objection be found good the Court will correct, alter or cancel the said orders.

1)     Ottoman Execution Law, Article 6.

          If the decree be not clear and the Execution Officer think it necessary to obtain further information before executing, he shall apply for information in writing direct to the Court which granted the decree and shall give notice to the judgment-creditor of the objection requiring elucidation. Provided that the objection shall not delay the execution of any part of the decree which is clear and does not depend on the result of the objection.  

1)        Protestants are not a recognised "community". For a list of recognised Christian communities, see the amended schedule to the Order in Council

1)        Knesset Israel: lit. "Assembly of Israel". The Hebrew title for the Jewish Community in (Mandatory) Palestine. In the State of Israel "Knesset" means "Parliament".

2)        Va'ad Leumi: National Council. The elected representative body of the Jewish Community in Palestine 

Full opinion: 

Yael Shefer (a minor) by her mother and natural guardian, Talila Shefer v. State of Israel

Case/docket number: 
CA 506/88
Date Decided: 
Wednesday, November 24, 1993
Decision Type: 
Appellate
Abstract: 

Facts: The appellant, Yael, a minor, was born with the incurable Tay-Sachs disease. When she was two, her mother applied to the District Court for a declaratory judgment that when Yael’s condition worsened, she would be entitled not to receive treatment against her will. The District Court denied the application. An appeal was filed to the Supreme Court, and in September 1988, the Supreme Court denied the appeal, without giving its reasons. When Yael was three years old, she died. The following judgment sets forth the reasons for the aforesaid decision of the Supreme Court, and discusses the right of a patient to refuse medical treatment, and the right of a parent to refuse medical treatment for a child.

 

Held: Under the principles of law accepted in the State of Israel as a Jewish and democratic state, the supreme principle of the sanctity of life and the fact that Yael was not suffering as a result of her terminal illness did not allow any intervention to shorten Yael’s life.

 

Appeal denied.

Voting Justices: 
Primary Author
majority opinion
majority opinion
H. Ariel
Author
dissent
Full text of the opinion: 

CA 506/88

Yael Shefer (a minor)

by her mother and natural guardian, Talila Shefer

v.

State of Israel

 

The Supreme Court sitting as the Court of Civil Appeal

[24 November 1993]

Before Vice-President M. Elon and Justices Y. Malz, H. Ariel

 

Appeal on the judgment of the Tel-Aviv-Jaffa District Court (Justice E. Mazza) on 8 August 1988 in OM 779/88.

 

Facts: The appellant, Yael, a minor, was born with the incurable Tay-Sachs disease. When she was two, her mother applied to the District Court for a declaratory judgment that when Yael’s condition worsened, she would be entitled not to receive treatment against her will. The District Court denied the application. An appeal was filed to the Supreme Court, and in September 1988, the Supreme Court denied the appeal, without giving its reasons. When Yael was three years old, she died. The following judgment sets forth the reasons for the aforesaid decision of the Supreme Court, and discusses the right of a patient to refuse medical treatment, and the right of a parent to refuse medical treatment for a child.

 

Held: Under the principles of law accepted in the State of Israel as a Jewish and democratic state, the supreme principle of the sanctity of life and the fact that Yael was not suffering as a result of her terminal illness did not allow any intervention to shorten Yael’s life.

 

Appeal denied.

 

Legislation cited:

Basic Law: Human Dignity and Liberty, 5752-1992, ss. 1, 2, 4, 5, 7, 8.

Criminal Law Ordinance Amendment Law (no. 28), 5726-1966, ss. 8, 64, 68.

Foundations of Justice Law, 5740-1980.

Legal Capacity and Guardianship Law, 5722-1962, ss. 1, 14, 15, 17, 18, 19, 20, 44, 47, 68, 68(b), 72.

Penal Law, 5737-1977, ss. 298, 299, 300, 301, 302, 304, 305, 309(4), 322, 378.

Prison Regulations, 5738-1978, r 10(b).

Torts Ordinance [New Version], s. 23.

Women’s Equal Rights Law, 5711-1951, s. 3(a).

Youth (Care and Supervision) Law, 5720-1960, ss. 2(2), 2(6).

 

Israeli Supreme Court cases cited:

[1]        CA 294/91 Jerusalem Community Burial Society v. Kestenbaum [1992] IsrSC 46(2) 464.

[2]        CA 1482/92 Hager v. Hager [1993] IsrSC 47(2) 793.

[3]        CrimApp 2145/92 State of Israel v. Guetta [1992] IsrSC 46(5) 704.

[4]        HCJ 5688/92 Wechselbaum v. Minister of Defence [1993] IsrSC 47(2) 812.

[5]        CrimApp 2169/92 Suissa v. State of Israel [1992] IsrSC 46(3) 338.

[6]        CrimA 3632/92 Gabbai v. State of Israel [1992] IsrSC 46(4) 487.

[7]        CrimApp 3734/92 State of Israel v. Azazmi [1992] IsrSC 46(5) 72.

[8]        CrimApp 4014/92 (unreported).

[9]        HCJ 3412/91 Sufian v. IDF Commander in Gaza Strip [1993] IsrSC 47(2) 848.

[10]     HCJ 5304/92 PeRaH 1992 Society v. Minister of Justice [1993] IsrSC 47(4) 715.

[11]     HCJ 953/87 Poraz v. Mayor of Tel-Aviv-Jaffa [1988] IsrSC 42(2) 309.

[12]     EA 2/84 Neiman v. Chairman of Central Elections Committee for Eleventh Knesset [1985] IsrSC 39(2) 225; IsrSJ 8 83.

[13]     HCJ 852/86 Aloni v. Minister of Justice [1987] IsrSC 41(2) 1.

[14]     HCJ 702/81 Mintzer v. Israel Bar Association Central Committee [1982] IsrSC 36(2) 1.

[15]     PPA 4/82 State of Israel v. Tamir [1983] IsrSC 37(3) 201.

[16]     LA 698/86 Attorney-General v. A [1988] IsrSC 42(2) 661.

[17]     CrimA 556/80 Mahmoud Ali v. State of Israel [1983] IsrSC 37(3) 169.

[18]     CA 548/78 Sharon v. Levy [1981] IsrSC 35(1) 736.

[19]     CA 461/62 Zim Israeli Shipping Co. Ltd v. Maziar [1963] IsrSC 17 1319; IsrSJ 5 120.

[20]     CA 518/82 Zaitsov v. Katz [1986] IsrSC 40(2) 85.

[21]     CrimA 480/85 Kurtam v. State of Israel [1986] IsrSC 40(3) 673.

[22]     CA 322/63 Garty v. State of Israel [1964] IsrSC 18(2) 449.

[23]     HCJ 1635/90 Jerzhevski v. Prime Minister [1993] IsrSC 45(1) 749.

[24]     CrimA 347/88 Demjanjuk v. State of Israel [1993] IsrSC 47(4) 221.

[25]     CrimA 478/72 Pinkas v. State of Israel [1973] IsrSC 27(2) 617.

[26]     CrimA 219/68 Sandrowitz v. Attorney-General [1968] IsrSC 22(2) 286.

[27]     CA 67/66 Bar-Chai v. Steiner [1966] IsrSC 20(3) 230.

[28]     FH 25/66 Bar-Chai v. Steiner [1996] IsrSC 20(4) 327.

[29]     CA 3108/91 Raiby v. Veigel [1993] IsrSC 47(2) 497.

[30]     HCJ 945/87 Neheisi v. Israel Medical Federation [1988] IsrSC 42(1) 135.

[31]     HCJ 2098/91 A v. Welfare Officer [1991] IsrSC 45(3) 217.

[32]     CrimA 341/82 Balkar v. State of Israel [1987] IsrSC 41(1) 1.

[33]     CA 413/90 A v. B [1981] IsrSC 35(3) 57.

 

District Court cases cited:

[34]     OM (TA) 759/92 Tzadok v. Beth HaEla Ltd [1992] IsrDC (2) 485.

[35]     CrimC (TA) 555/75 State of Israel v. Hellman [1976] IsrDC (2) 134.

[36]     OM (TA) 1441/90 Eyal v. Dr Wilensky [1991] IsrDC (3) 187.

[37]     OM (TA) 498/93 (unreported).

[38]     CrimC (TA) 455/64 (unreported).

 

American Cases cited:

[39]     Roe v. Wade 410 U.S. 113 (1973).

[40]     Matter of Quinlan 355 A. 2d. 647 (1976).

[41]     Superintendent of Belchertown State School v. Saikewicz 370 N.E. 2d 417 (1977).

[42]     Schloendorff v. Society of New York Hospital 105 N.E. 92 (1914).

[43]     Matter of Storar 420 N.E. 2d 64 (1981).

[44]     Matter of Conroy 486 A. 2d 1209 (1985).

[45]     In re Estate of Longeway 549 N.E. 2d 292 (1989).

[46]     Cruzan v. Director Missouri Department of Health 110 S. Ct. 2841 (1990).

[47]     Jacobson v. Massachusetts 197 U.S. 11 (1905).

[48]     Foody v. Manchester Memorial Hosp. 482 A. 2d 713 (1984).

[49]     Matter of Spring 405 N.E. 2d 115 (1980).

[50]     Lane v. Candura 386 N.E. 2d. 1232 (1978).

[51]     Application of President & Director of Georgetown Col. 331 F. 2d 1000 (1964).

[52]     John F. Kennedy Memorial Hospital v. Heston 279 A. 2d. 670 (1971).

[53]     Jefferson v. Griffin Spalding Cty. Hospital Auth. 274 S.E. 2d. 457 (1981).

[54]     John F. Kennedy Hospital v. Bludworth 452 So. 2d. 921 (1984).

[55]     Barber v. Superior Court of the State of California 195 Cal. 484 (1983).

[56]     Matter of Westchester County Med. Ctr. 531 N.E. 2d. 601 (1988).

[57]     Buck v. Bell 274 U.S. 200 (1927).

 

Jewish Law sources cited:

[58]     Mishnah, Avot (Ethics of the Fathers), 1 1; 4 2.

[59]     Exodus 15, 26; 21, 19.

[60]     Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 46b, 51a, 81b, 85a, 91b.

[61]     Rabbi I. Jakobovits, Jewish Medical Ethics, Jerusalem, 1966, at pp. 26 et seq..

[62]     Rashi, Commentary on Babylonian Talmud, Bava Kamma 85a, ‘She gave permission’.

[63]     Nahmanides (Ramban), Torat HaAdam, in Writings of Nahmanides, vol. 2, Chavel ed., Jerusalem, 1964, pp. 22, 41, 42, 43.

[64]     Nahmanides (Ramban), commentary on Leviticus 26, 11.

[65]     Midrash Shoher Tov, I Samuel 4 1.

[66]     Toseftah, Gittin, 4 6.

[67]     Toseftah, Bava Kamma, 6 17; 9 11.

[68]     Rabbi Shimon ben Tzemah Duran (Rashbatz), Tashbatz (Responsa), I 54; III 82.

[69]     R.S. Lieberman, Toseftah Kifeshutah, Tractate Gittin.

[70]     R.S. Lieberman, Toseftah Kifeshutah, Tractate Bava Kamma.

[71]     Leviticus 18, 5; 19, 16-18.

[72]     Babylonian Talmud, Sanhedrin 6b, 43a, 45a, 73a, 74a.

[73]     Deuteronomy 4, 15; 17, 11; 22, 1-3; 32, 39.

[74]     Maimonides (Rambam), Commentary on the Mishnah, Tractate Nedarim, 4 4.

[75]     Maimonides (Rambam), Mishneh Torah (Restatement of the Torah), Hilechot Nedarim (Laws of Vows), 6 8.

[76]     I Samuel 31, 4-5; II Samuel 7, 19.

[77]     Jerusalem Talmud, Tractate Yoma, 8 5.

[78]     Responsa Da’at Cohen, 140.

[79]     Rashi, Commentary on the Babylonian Talmud, Tractate Sanhedrin, 6b.

[80]     Rabbi Eliezer ben Natan (RaBaN), on the Babylonian Talmud, Tractate Bava Kamma, 55b.

[81]     Rabbi Menachem ben Shelomo HaMeiri, Bet HaBehirah (Synopsis of the Babylonian Talmud and commentaries thereon), Tractate Ketubot, 51b.

[82]     Maimonides, Mishneh Torah, Hilechot Mamrim (Laws of Rebellious Persons), 2 4.

[83]     Maimonides, Mishneh Torah, Hilechot Shabbat (Laws of Sabbath), 2 3; 2 18.

[84]     Sifrei on Deuteronomy, Shofetim, paragraph 154.

[85]     Maimonides, Guide to the Perplexed, Rabbi Kapach tr., Jerusalem, 1972, part 3, chapter 34.

[86]     Rabbi Yaakov ben Asher, Arba’ah Turim, Yoreh Deah, 335, 336, 345.

[87]     Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 262 2; 330 1; 336 1; 339 1; 345 1.

[88]     Maimonides, Mishneh Torah, Hilechot Deot (Laws of Characteristics), 4.

[89]     Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat, 425, 426.

[90]     Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, 425 1; 426.

[91]     Genesis 9, 5.

[92]     Babylonian Talmud, Tractate Yoma (Day of Atonement), 82a, 83a, 85a-b.

[93]     Rabbi David ben Shelomo ibn Abi Zimra (Radbaz), Responsa, Part III, A 52; Part IV, A 138; A 139; Part V, A 582 (218).

[94]     Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim, 328, 10; 329, 4; 330; 329-331; 618, 1.

[95]     Rabbi Avraham Abele ben Hayim HaLevi Gombiner, Magen Avraham, commentary on Shulhan Aruch, Orach Hayim, 328, sub-par. 6.

[96]     Rabbi Yehuda ben Yisrael Aszod, Teshuvot Maharia (Responsa) on Shulhan Aruch, Orach Hayim, 160.

[97]     Proverbs 14, 1.

[98]     Rabbi David ben Samuel HaLevi, Turei Zahav, commentary on Shulhan Aruch, Yoreh Deah, 336 sub-par. 1.

[99]     Rabbi Eliezer Waldenberg, Responsa Ramat Rachel, 20-21.

[100] Dr Avraham Steinberg, Encyclopaedia of Jewish Medical Ethics (ed.), vol. 2, pp. 24-26, 443-445; ‘Consent’ at p. 30 and notes 86-87; vol. 4 (pre-publication copy), ‘Close to death’ at pp. 2-13, 15-18, 26-48, 53-64, 70-72 para. d4, 77-96; ‘Mercy killing’, at pp. 10-19, 23-29.

..... Mercy Killing in Jewish law, Asia, booklet 19 (1978), (vol. 5, booklet 3) 429, 443.

[101]   Mishnah, Sanhedrin (Courts) 4 5.

[102]   Maimonides, Mishneh Torah, Hilechot Sanhedrin (Laws of Sanhedrin), 12 3; 18 6; 23 2.

[103]   Numbers 35, 31.

[104]   Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 1 4, 14-16; 2 2-3, 7-8, 17.

[105]   Babylonian Talmud, Tractate Ketubot, 37b, 86a.

[106]   Babylonian Talmud, Tractate Yevamot, 25b.

[107]   Rabbi David ben Shelomo Ibn Abi Zimra (Radbaz), Commentary on Maimonides, Laws of Sanhedrin 18, 6.

[108]   Rabbi Joseph ben Moses Babad, Minhat Hinuch 34; 48.

[109]   Rabbi Aryeh Leib ben Asher Gunzberg, Turei Even on Babylonian Talmud, Tractate Megilla, 27a.

[110]   Rabbi Shaul Yisraeli, ‘The Kibiye Incident in view of Jewish law’ in HaTorah vehaMedinah, 5-6, 1954, pp. 106 et seq..

[111]   Rabbi S. Refael, ‘Nonconsensual Medical Treatment of a Patient’ in Torah Shebe’al Peh, 33rd National Conference of Torah Shebe’al Peh, Jerusalem, 1992, 75.

[112]   Rabbi Ephraim Shelomo ben Aharon of Luntshitz, Kli Yakar, on Leviticus 19, 18.

[113]   Rabbi Yaakov Zvi Mecklenburg, HaKtav veHaKabbalah, on Leviticus 19, 18.

[114]   Nehama Leibowitz, New Studies in Leviticus, 1983, 300-304.

[115]   The Book of Tobit (The Apocryphal Books) 4:15.

[116]   David Heller, The Book of Tobit (A. Kahana ed., The Apocryphal Books vol. 2).

[117]   Rabbi Dr J.H. Hertz, The Pentateuch and Haftorahs, London, 1938, pp. 563-564.

[118]   W. Gunther Plaut, The Torah, A Modern Commentary (New York, 1981).

[119]   Rabbi Yaakov Emden, Mor uKetzia, on Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim, 328.

[120]   Rabbi Moshe Feinstein, ‘Responsum’, in S. Shahar ed., Judgments, Medicine and Law, 1989, 101.

[121]   Dr M. Halperin, Halachic Aspects, Refuah U’Mishpat (1989). pp. 102, 104, note 15.

[122]   Rabbi Yaakov Reischer, Responsa Shvut Yaakov, 3, 75.

[123]   Dr Avraham S. Avraham, Nishmat Avraham, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 155, 1-2, at pp. 45-48; 339, 4, at pp. 245-246.

[124]   II Chronicles 16, 12.

[125]   Babylonian Talmud, Tractate Berachot, 60a.

[126]   Rabbi Meir Simcha HaCohen of Dvinsk, Or Sameach, on Maimonides, Mishneh Torah, Hilechot Mamrim, 4, 3.

[127]   Babylonian Talmud, Tractate Shabbat, 151b.

[128]   Maimonides, Mishneh Torah, Hilechot Evel, (Laws of Mourning), 4:5.

[129]   Rabbi Yehiel Michel Tukachinsky, Gesher HaHayim, part I, ch. 2, p. 16.

[130]   Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Orach Hayim, 329, 9.

[131]   Babylonian Talmud, Tractate Avoda Zara (Idol Worship), 18a, 27b.

[132]   The Tosafists, Tosafot, on Babylonian Talmud, Tractate Avoda Zara, 27b.

[133]   Rabbi David Zvi Hoffman, Responsa Melamed LeHo’il, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 104, at pp. 108, 109.

[134]   Midrash Tanchuma on Parshat Pekudei, letter b.

[135]   Rabbi Yosef Karo, Bet Yosef, commentary on Rabbi Yaakov Ben Asher, Arba’ah Turim, Hoshen Mishpat, 426.

[136]   Rabbi Yehoshua ben Alexander HaCohen Falk, Sefer Meirat Einayim, on Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, 426, 2.

[137]   Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Hoshen Mishpat, 426 4.

[138]   Rabbi O. Yosef, ‘Responsum on the Permissibility of Kidney Transplants’, 7 Dinei Israel, 1976, 25.

[139]   Rabbi O. Yosef, ‘Laws Regarding Kidney Donation’, 3 Halakha uRefuah, 1983, 61.

[140]   Rabbi Ovadia Yosef, Responsa Yehaveh Daat, 3, 84.

[141]   Tractate Semachot 1, 1-7; 1, 4.

[142]   Talmudic Encyclopaedia, vol. 5, ‘Dying person’, at pp. 393 et seq..

[143]   Rabbi Avraham Danzig, Hochmat Adam, 151, 14.

[144]   Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Yoreh Deah 339 1; 339 4.

[145]   Rabbi Yehudah ben Shemuel HeHassid, Sefer Hassidim, 234, 723.

[146]   Rabbi Yehoshua Boaz ben Shimon Baruch, Shiltei Gibborim on Rabbi Yitzhak Alfasi, commentary on the Babylonian Talmud, Tractate Moed Katan, 26b.

[147]   Rabbi Hayim David HaLevy, ‘Disconnecting a Patient who has No Hope of Living from an Artificial Respirator’, 3 Tehumin, vol. 2, 1981, p. 297.

[148]   Rabbi Eliezer Yehuda ben Yaakov Gedalia Waldenberg, Responsa Tzitz Eliezer, vol. 10, 89.

[149]   Rabbi David J Bleich, Judaism and Healing, Halachic Perspectives, 1981, 141.

[150]   Rabbi Ovadia Hadaya, Responsa Yaskil Avdi, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 40.

[151]   Rabbi Shelomo Zalman Auerbach, Responsa Minhat Shlomo 91, anaf 24.

[152]   Rabbi Moshe Feinstein, Responsa Igrot Moshe, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, part II, 174, 3.

[153]   Rabbi Moshe Feinstein, Responsa Igrot Moshe, on Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, part II, anaf 73, anaf 74.

[154]   Rabbi Zvi Schechter, ‘To Him he turns in his anguish’, Bet Yitzhak, New York, 1986.

[155]   Rabbi Yehoshua ben Alexander HaCohen Falk, Drisha, on Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat, 1, 2.

[156]   Commentary of Rabbi Elijah ben Solomon (the Vilna Gaon) on Proverbs 6, 4.

[157]   Genesis 3, 17-19.

 

For the appellant — Y. Hashan.

For the respondent — R. Zackai, Senior Assistant A to the State Attorney (Civil Department).

 

 

JUDGMENT

 

 

Vice-President M. Elon

Opening Remarks

1.    The subject before us is difficult, very difficult. It touches the foundations of human values and ethics and the heights of the philosophy of generations past and present. It concerns the basis of the cultural and spiritual fabric of our society. Therefore we delayed giving our reasons, so that we might fully examine their nature, substance and value. By so doing, we have fulfilled what we were commanded: ‘Be cautious in judgment’ (Mishnah, Avot (Ethics of the Fathers), 1, 1 [58]).

‘Against your will you are created, and against your will you are born; against your will you live and against your will you die’ (Mishnah, Avot (Ethics of the Fathers), 4, 22 [58]). This is stated in the teaching of the Sages. With regard to the first two — creation and birth — it is hard to conceive that these are disputed. The subject of our deliberation is the last two, which contain a clue to the heart of our matter.

‘Against our will’ we are sitting in judgment in the case before us. The angel of judgment stands above us and says: ‘Decide!’ Even in disputes such as these, a judge is commanded to judge, so that the sick may know what are their rights and what they are obliged to ask and to do, and so that the doctor may know what he is forbidden, permitted and obliged to do in practising his profession, and so that all those who treat the sick, in whatever capacity, may know what they are entitled and obliged to know.

‘Against our will’ we are sitting in judgment with regard to all of these, for we are not at all confident that we have fully mastered all of these all-encompassing problems, and that we are in possession of all of the knowledge and information required for deciding this issue. On this point too we will raise certain points in our judgment, and we will state what seems to us to be correct.

Because of, and notwithstanding, the aforesaid, we are not discharged from fulfilling our judicial duty, and we are commanded to study, consider and give our opinion.

The following is the order of our deliberation. After discussing the subject of the appeal (paras. 2-4), we will first look at the Basic Law: Human Dignity and Liberty, for a significant part of the rights listed therein — the protection of human life, body and dignity and the prohibition of harming them, the right to personal freedom, privacy and confidentiality– are a cornerstone for the subject of out deliberation. From there we will consider the purpose of the said Basic Law, which is ‘to protect human dignity and liberty, in order to enshrine in a Basic Law the values of the State of Israel as a Jewish and democratic state’ and finding the synthesis in this value-combining purpose (s. 1 of the Basic Law), and its principle of balance (s. 8 of the Basic Law), which provides the proper and correct solution in a case of a conflict between the supreme values found in it (paras. 5-10). Subsequently, we will examine and consider in detail the issues of this case in light of the values of a Jewish State (paras. 11-38) and a democratic State (paras. 39-53). After we have first considered the case-law of the courts on issues in our case before the Basic Law: Human Dignity and Liberty (paras. 54-56), we will consider a way of synthesizing the values of a Jewish and democratic State with regard to the issues before us (paras. 57-60). When we have done that, we will consider the details of the problems that arise in this case (paras. 61-62) and the judgment in the case before us (paras. 63-65).

The subject of the appeal

2.    The infant Yael Shefer was born on 26 February 1986 to her parents Talila and Yair Shefer, members of Kibbutz Merom HaGolan. The family has another daughter, who is older than Yael. When she was about a year old, after her condition had deteriorated, she was diagnosed to be suffering from an incurable genetic disease known as Tay Sachs. When a further deterioration of her condition occurred, she was admitted to the Ziv Government Hospital in Safed on 22 November 1987. On 3 August 1988, Yael submitted an application, through her mother and natural guardian, to the Tel-Aviv-Jaffa Jaffa District Court for a declaration that:

‘[Yael] through her mother and natural guardian, is entitled, if and when her state of health deteriorates as a result of contracting pneumonia or any other illness for which she [Yael] may require help in breathing and/or giving medications intravenously, or in any other way, except for giving medications for killing pain in order to reduce her pain — to refuse to accept the said treatments against her will’ (OM 779/88) (parentheses added).

The District Court (his honour Justice Mazza) rejected the application on 8 August 1988, and that led to the appeal before us. On 11 September 1988 we denied the appeal, without reasons. When she was about three years old, Yael died of her disease and went to her eternal home.

The consideration of the late Yael’s case is now merely hypothetical, but this is merely in theory, not in practice. Usually we do not become involved in deciding an issue that is purely academic. But there is no rule that does not have exceptions, and one of these is a case like that before us. This is because usually, in a case like this, the decision must be given without delay, as required by the nature of the case and the facts, and the reasons relate to the heart of the matter and the reasoning for it, so that we will know and have established the law on each of the issues before us when it arises and comes before us once more. This has already been discussed, on a different issue in this field, by the Supreme Court of the United States, in Justice Blackmun’s well-known opinion on the question of abortions:

‘The usual rule in federal cases is that an actual controversy must exist at the stages of appellate or certiorari review, and not simply at the date the action is initiated…

But when, as here, pregnancy is a significant fact in the litigation, the normal 266-day human gestation period is so short that the pregnancy will come to term before the usual appellate process is complete. If that termination makes a case moot, pregnancy litigation seldom will survive much beyond the trial stage, and appellate review will be effectively denied. Our law should not be that rigid. Pregnancy often comes more than once to the same woman, and in the general population, if man is to survive, it will always be with us. Pregnancy provides a classic justification for a conclusion of nonmootness. It truly could be “capable of repetition, yet evading review”...

We, therefore, agree with the District Court that Jane Roe had standing to undertake this litigation, that she presented a justifiable controversy, and that termination of her 1970 pregnancy has not rendered her case moot’ (Roe v. Wade (1973) [39], at 125).

3.    Let us return to the details of the case before us.

The Tay-Sachs disease, from which Yael suffered —

‘is a genetic disease that causes degenerative neurological disorders in the central nervous system…

At the age of six months, a general motor weakness begins and it progresses as a result of the disease and there is a rapid psychomotor regression thereafter.

As the disease progresses, the patient is subject to epileptic fits, blindness and deafness, which generally occur between the age of 12 and 18 months.

After that, the patient falls into a vegetative state (known colloquially as a ‘vegetable’) and dies before reaching the age of three.

This disease is terminal (incurable), and in the course of it the patient is likely to develop respiratory diseases and need help in breathing’ (the opinion of Prof. André de Paris, appellant’s exhibit b’).

Dr Dora Segal-Cooperschmidt, assistant-director of the children’s ward in the hospital, discussed the treatment given to Yael at Ziv Hospital:

‘7. It should be pointed out that the treatment Yael Shefer receives does not require her to stay in hospital. It is mostly nursing, and only minimally medical (administering Ribotril drops and feeding her by tube), and can be administered on a regular basis and correctly even on her kibbutz. She was hospitalised and remains so until now at the express request of the kibbutz, the head of the health committee for the Upper Galilee Regional Council and the family, but it is not required by her medical condition.

8.            It should also be pointed out that a good part of the nursing treatment that the child needs (such as washing and feeding) is administered by a professional nurse who is hired by the kibbutz and who stays with the child in the morning, and by the child’s father in the afternoon.

9.            Yael Shefer is in a permanent state of unconsciousness (known as a “vegetative” state). She does not suffer pain and obviously she is not receiving any pain-relieving medication. She is quiet and does not cry except when she needs to be fed or requires ordinary medical care (in case of fever, earaches or constipation, line any child), a condition that improves after a normal standard treatment.

10. From a nursing point of view, she is being treated in a manner that is more than reasonable. She is not disgraced or degraded. Her dignity is completely maintained. She is clean, and does not suffer from pressure sores, which appear in most cases of children who are bed-ridden for a long time, and she does not suffer from cramps. I should also mention the comfortable physical surroundings for treating her which are higher than the norm, starting with her being in a private room, along with music being played at the request of the father, a fan in her room, etc..

11. The mother’s visits to the ward, throughout Yael’s hospitalization, are rare and occur only at major intervals.

12. The child’s father visits her every day after work, stays with her for many hours, cares for her with love and dedication which radiate in everything he does with her, such as taking her out in her carriage, sitting for long periods of time with the child on his chest, keeping strictly to her feeding times and feeding her when he is present. In my conversation with him, he even said that he had not lost hope that her condition might change’ (affidavit of Dr Segal-Cooperschmidt dated 4 August 1988).

With regard to the infrequency of the mother’s visits, the mother explained that:

‘It is true that I make visit the hospital infrequently. The reason is that we have another daughter who is experiencing a crisis, which expresses itself in her studies and other areas. I must give that daughter my full support’ (p 13 of the court record in the District Court dated 5 August 1988).

As for the father, he did not take any part in the proceedings before us or before the District Court, and the application which was the subject of our consideration was submitted, as stated, by Yael’s mother alone. The mother explained this as follows:

‘The father is in a complete state of collapse… my husband is unable to appear here and he is also unable because he hates publicity…’ (p 6 of the court record in the District Court dated 5 August 1988).

The decision of the District Court

4.    His Honour Justice Mazza, when he sat in the District Court, set out the legal questions requiring resolution as follows:

‘Taking a principled and broad outlook, the examination of this case raises two main issues: first, what legal right does the adult and competent patient have to sue — on his own behalf and with regard to his own life — for declaratory relief of the kind sought here against the hospital where he is hospitalised, or against the doctor treating him? Second, assuming that the adult and competent patient does indeed have such a legal right, is this right also conferred on a minor, or someone incompetent at law, such that he can exercise it through his guardians?

Adopting a narrower viewpoint, but one that is sufficient for our case, the examination of the issue raises a third question, as follows: if we make the far-reaching assumption that even the second question above should be answered in the affirmative, may even one of the parents of a patient who is a minor represent his child in a petition for declaratory relief of this kind, when the other parent is not a party to the proceeding at all?

Only if a positive answer is given to all three questions will the applicant’s petition contain a cause of action worthy of being considered’ (para. 4 of the judgment).

With regard to the first question, after considering the legal position, Justice Mazza comments that —

‘I will not presume to answer the first question, which is the most difficult of all, since the law, as it stands, does not make it possible to give an unambiguous answer to it’ (para. 4 of the judgment).

With regard to the second question, he held that —

‘Even assuming that the law at present recognizes the right of a patient whose disease is incurable to sue, in his own name and regarding his own life, for declaratory relief of the kind sought here, this right is only conferred on a patient who is an adult and is competent at law, and it is not conferred on a patient who is a minor or incompetent. In any event, the subject of the petition cannot be included among those matters which are entrusted to the parents of a minor, by virtue of their guardianship over him, in which they may represent him and supposedly express his wishes’(para. 9 of the judgment).

Finally, regarding the third question, Justice Mazza replied as follows:

‘Even if we assume that a minor who is incurably ill has a “right to die a natural death”, and that his parents are obliged, as his guardians, to help him realize this right, and therefore they have the authority to represent him even in a petition relating to the termination of his life, it must still follow that the applicant on her own, as one of Yael’s parents, has no authority to represent her daughter, as long as Yael’s father is not a party to the proceeding’ (para. 11 of the judgment).

For these reasons his honour Justice Mazza struck out the application in limine, and that is the reason for the appeal before us.

Basic Law: Human Dignity and Liberty

5.    When we begin to examine, today, this extensive and complex issue with its many aspects and values, as it should be considered and decided according to the law of the State of Israel, we turn, first and foremost, to the Basic Law: Human Dignity and Liberty, which serves as a cornerstone and a basis for the fundamental values underlying this issue. There are several provisions in this Basic Law that apply to our case. Section 2, entitled ‘Preservation of life, body and dignity’, states:

‘One may not harm the life, body or dignity of a person.’

Section 4 of the said Basic Law, entitled ‘Protection of life, body and dignity’, states:

‘Every person is entitled to protection of his life, body and dignity.’

6.    The matter before us concerns human life, the human body and human dignity, and we are commanded to uphold and protect all of these. The definition of the substance of these three fundamental values, even when they stand on their own, requires much study. And if the supreme values of human life and protection of the human body are prima facie obvious and elementary, this is not the case with regard to the supreme value of human dignity. What is human dignity? It is obvious and need not be said that this concept, in the scope of its application, incorporates many fields and various issues. Thus, for example, human dignity is not only relevant during a person’s lifetime, but also after his death. Thus we showed in CA 294/91 Jerusalem Community Burial Society v. Kestenbaum [1] that this fundamental value also includes respect for the deceased, respect for the deceased’s family, and even respect for the public (ibid., my remarks at p. 493 and the remarks of Justice Barak at p. 519 and in CA 1482/92 Hager v. Hager [2]). The concept of human dignity is far more complex in its nature and content. We said in this regard elsewhere (CrimApp 2145/92 State of Israel v. Guetta [3] at p. 724):

 ‘Human dignity means not embarrassing and despising the image of G-d in man. But not every injury to human dignity is included within the framework of the Basic Law: Human Dignity and Liberty. For example, an injury to the dignity of a respected person who deserves, on account of his stature, to sit where people of his stature sit, and not with ordinary people, may injure his dignity from a social viewpoint (if indeed such is the case!), but this does not involve a contempt or denigration of the image of G-d in him, and an “injury” of this kind is not included at all within the framework of the Basic Law: Human Dignity and Liberty.’

We have not yet covered even a fraction of the principle of ‘human dignity’, something that will be done case by case, when the time comes. We will also discuss this further below. But I would like, at this stage, to make one fundamental point of objection.

Recently, my colleague Justice Barak stated (in HCJ 5688/92 Wechselbaum v. Minister of Defence [4], at p. 827) that ‘the content of “human dignity” will be determined on the basis of the attitudes of the enlightened public in Israel, on a background of the purpose of the Basic Law: Human Dignity and Liberty’ (emphasis added). With all due respect, I find this statement unacceptable. I wonder how and whence does the ‘enlightened public in Israel’ come into the said Basic Law — for the purpose of defining its basic rights? Who is this public, who is entitled to be included among it or not to be included among it, what is the nature of the enlightenment and what is the significance of this enlightenment? The concept of an ‘enlightened’ public or person is a vague concept, and it has no meaning of its own. This concept has been used since the time of the ‘enlightenment’ as a description of an ‘enlightened person, who has the light of education and knowledge, i.e., an educated person — civilized, enlightened, aufgeklaert’ (E. Ben Yehuda, Dictionary of the Hebrew Language, vol. 7, p. 3464), or as an ‘educated, enlightened, civilized…’ person (A. Even-Shoshan, The New Dictionary, Kiryat-Sefer, 1966, 817), and no-one knows the nature and extent of the light, education and culture required to entitle one to be included among those with the title of an ‘enlightened’ person or public. Moreover, consider the words uttered by one of the philosophers in the past about ‘someone educated in the spirit of one of the enlightened nations of Europe’ (Ahad HaAm 37, cited in the New Dictionary, ibid.) (emphasis added). Were that philosopher to rise from his grave and know of the appalling policy and deeds of one of those nations, which were referred to as enlightened, that were perpetrated in the light of day in the middle of the 20th century, during the Second World War, in the days of destruction and holocaust. Admittedly the use of the of the expression ‘enlightened’ or something similar — in describing a person or public — appears from time to time in our case-law in the past, albeit rarely, but even then the very use of it led to discussion and disagreement both in the judgments of this court and in the remarks of thinkers and jurists (see with regard to the concept ‘the progressive and enlightened part’ of the public — M. Elon, Religious Legislation in the Laws of the State of Israel and in the Judgments of the Civil and Rabbinical Courts, HaKibbutz HaDati, 1968, pp. 70-73). In any event, now that we have had the privilege of welcoming the Basic Law: Human Dignity and Liberty into our legal system, it is no longer necessary nor appropriate to introduce into our legal system an element or definition such as ‘the attitudes of the enlightened public in Israel’. It is inappropriate because this Basic Law is composed entirely of values whose interpretation is replete with basic attitudes and fundamental outlooks, and a concept so vague as ‘enlightened’ will merely add uncertainty to uncertainty in this difficult task of interpretation. It is also unnecessary because this Basic Law includes an express provision about its purpose — and therefore its interpretation — namely, the incorporation of the values of a Jewish and democratic State. It is neither the attitudes of the ‘enlightened’ person nor those of the ‘enlightened’ public that determine the scope, content and nature of the supreme value of ‘human dignity’. The scope, content and nature of this supreme value — as is the case with all the values, provisions and rules found in the Basic Law: Human Dignity and Liberty — shall be determined and interpreted in accordance with what is stated in this law, namely, in accordance with the values of a Jewish and democratic State, and this is done by examining these values, establishing them and finding the balance between them.

7.    The concepts of ‘life’, ‘body’ and ‘human dignity’ are not the only supreme values in the Basic Law: Human Dignity and Liberty that are relevant to the issue before us. Section 5 of this Basic Law mentions the basic right of personal liberty, and s. 7 of the Basic Law, entitled ‘Privacy and Confidentiality’, provides in its first two sub-sections:

(a) Every person has a right to privacy and confidentiality.

(b) One may not enter the private premises of a person without his consent.

It is obvious and redundant to say that even these basic rights of personal liberty, privacy and confidentiality and the prohibition of entering a person’s private premises are substantial and significant values in the case before us.

8.    This is not all. Our case raises an unique and special question regarding the application of the supreme values protected by the Basic Law: Human Dignity and Liberty. Usually, it is in the normal nature of principles and values that the basic rights listed in the Basic Law are applied alongside one another and in addition to one another. The protection of human life and body, human dignity and privacy, personal liberty and confidentiality do not contradict one another; they complement one another. This is not so in our case. A central problem that arises in this case is that, prima facie, the protection of human life is not consistent with the protection of human dignity, personal liberty, privacy and confidentiality.

In our case, the obligation to protect the patient’s life conflicts, so it was argued before us, with the protection of the dignity of the patient who wishes to die and refuses to accept medical treatment aimed at prolonging and preserving his life, and it conflicts with the preservation of the patient’s personal liberty and his personal autonomy. Thereby we have come to the heart of the problem that is before us: do we truly have a conflict and inconsistency between this basic right of human life and its counterpart human dignity? And if there is indeed a conflict between the various basic rights set out above in a case like this, which of the basic rights is preferable and prevails over the other, and which of them are we commanded to uphold and protect? In other words, in the normal and usual language of our legal system, how and on what basis will the balance be made between them?

9.    The proper and correct solution in a case of a conflict between the supreme values in the Basic Law is in accordance with the balancing principle, found in s. 8 of the Basic Law: Human Dignity and Liberty, which states:

‘The rights under this Basic Law may only be violated by a law that befits the values of the State of Israel, is intended for a proper purpose, and to an extent that is not excessive.’

A condition precedent to an act that violates the basic rights of human dignity and liberty is therefore that this prejudice is consistent with the values of the State of Israel; the nature of these values can be derived from the first section of the said Basic Law, the purpose section, namely the values of the State of Israel as a Jewish and democratic state, which we have already mentioned above. In considering this purpose which incorporates two values, we must also interpret the two additional conditions in the section permitting a violation, namely the requirement that ‘it is intended for a proper purpose’ and the condition that this will be ‘to an extent that is not excessive’.

It is true that s. 8 relates to a case of legislation of another law that contains a violation of one of the supreme values in the Basic Law: Human Dignity and Liberty, and it does not relate to a case where such a ‘violation’ arises between two basic rights in this Basic Law itself, as has indeed happened in the case before us. But there is neither reason nor logic in not deducing and applying the method set out by the legislator in the Basic Law: Human Dignity and Liberty for a case of a violation of a basic right by another law, also in a case of a violation and conflict between two basic rights in the Basic Law itself. We shall discuss this further below.

10. As stated, the purpose of the basic rights protected in the Basic Law: Human Dignity and Liberty is to incorporate the values of the State of Israel as a Jewish and democratic State. We have discussed elsewhere the direction, nature and substance of this dual-value purpose (see Jerusalem Community Burial Society v. Kestenbaum [1]; CrimApp 2169/92 Suissa v. State of Israel [5]; CrimA 3632/92 Gabbai v. State of Israel [6]; CrimApp 3734/92 State of Israel v. Azazmi [7]; CrimApp 4014/92 [8]; State of Israel v. Guetta [3]; Hager v. Hager [2]; HCJ 3412/91 Sufian v. IDF Commander in Gaza Strip [9]; HCJ 5304/92 PeRaH 1992 Society v. Minister of Justice [10]; M. Elon ‘The Role of Statute in the Constitution: the Values of a Jewish and Democratic State in Light of the Basic Law: Human Dignity and Liberty,’ 17 Iyunei Mishpat, 1992, at p. 659). This examination of the values of the State of Israel as a Jewish and democratic State and the direction of this dual-value purpose is of great significance. The basic rights, provisions and rules in the Basic Law: Human Dignity and Liberty were not intended to explain themselves but they were intended to explain the whole legal system in Israel, since they constitute the fundamental values of the Israeli legal system, with all that this implies (see the remarks of Justice Barak in HCJ 953/87 Poraz v. Mayor of Tel-Aviv-Jaffa [11], at pp. 329-331). In view of the constitutional status and importance of the Basic Law: Human Dignity and Liberty, the provisions of this law are not merely the fundamental values of the Israeli legal system, but they constitute the very foundations of the Israeli legal system, and therefore the statutes and laws of this system must be interpreted in accordance with the said purpose of this Basic Law, i.e., in accordance with the values of a Jewish and democratic State. We will discuss this matter further in our remarks below.

This therefore will be the order of our consideration. First, we will examine the contents and significance of each of the fundamental values that arise in the case before us as they should be construed with the values of a Jewish State; thereafter — their contents and significance as they should be construed with the values of a democratic state. In view of the conclusions that arise from this examination, we will consider the method we must choose to find a synthesis between them and to apply this dual-value purpose in the case before us.

The values of a Jewish State with regard to the issues in this case

11. The interpretation of the concept ‘values of a Jewish State’ was discussed by the chairman of the Constitution, Law and Justice Committee when the Basic Law: Human Dignity and Liberty reached its final reading in the Knesset. This is what he said (Proceedings of the Knesset, vol. 125, (1992) 3782-3783):

‘This law was prepared with the understanding that we must create a broad consensus of all the parties of the House. We are aware that we cannot pass a Basic Law that enshrines the values of the State of Israel as a Jewish and democratic State unless we reach a broad consensus of all the parties of the House.

The law opens with a declarative statement, a pronouncement that it is designed to protect human dignity and liberty in order to incorporate into statute the values of the State of Israel as a Jewish and democratic State. In this sense, the law, in its very first section, stipulates that we regard ourselves as bound by the values of Jewish tradition and Judaism, for the law expressly stipulates — the values of the State of Israel as a Jewish and democratic State. The Law defines some of the basic freedoms of the individual, none of which conflict with Jewish tradition or the set of values that prevails and is currently accepted in the State of Israel by all the parties of the House’ (emphasis added).

Interpretation of the values of the State of Israel as a Jewish State is therefore in accordance with the values of Jewish tradition and Judaism, namely in accordance with what arises from an examination of the interpretation of fundamental values in the sources of Jewish tradition and Judaism. By this method of interpretation, we will be fulfilling the legislator’s statement with regard to the proper interpretation of the values of the State of Israel as a Jewish State (see also in detail my article, supra, at pp. 663-670, 684-688).

In this context I would like to recall remarks that we have said, on several occasions, with regard to the method of referring to the sources of Jewish tradition under the Foundations of Justice Law, 5740-1980, which has special significance when we are intending now to interpret basic rights in order to establish the dual-value purpose of a Jewish and democratic State:

‘It is well known that also the world of Jewish thought throughout the generations — and even the system of Halacha itself, as we will discuss below — is full of different views and conflicting approaches… It is obvious and need not be said that all the opinions and approaches together contributed to the deepening and enrichment of the world of Jewish thought throughout the generations. But the student seeking knowledge must distinguish between statements made for a particular time and period, and statements intended for all time, between statements reflecting an accepted view and those referring to minority opinions, and other similar distinctions. From this vast and rich treasure, the student must extract what he needs for the purposes of his generation and time, in which those statements that the generation requires will be converted from theory into practice, and these in turn will return and become part of the treasury of Jewish thought and Jewish tradition. This reality and this duty of distinction are significant in the world of Jewish thought — and in the world of the Halacha itself — as is inherently the case in every philosophical and theoretical system. Matters are multi-faceted, but this is not the place to dwell on this (see Rabbi Avraham Yitzhak Kook, Chief Rabbi of Israel, Eder HaYekar, Mossad HaRav Kook, Jerusalem, 1967, pp. 13-28).’ (EA 2/84 Neiman v. Chairman of Central Elections Committee for Eleventh Knesset (hereinafter Neiman) [12], at pp. 293-294 {142-143}).

See also: HCJ 852/86 Aloni v. Minister of Justice [13], at pp. 97-98; M. Elon, Jewish Law — History, Sources, Principles, Magnes, Third edition, 1988, p. 1563, n 130.

We will discuss the application of these statements in our consideration of the subject of the case before us.

The Doctor and Healing

Before we discuss the basic rights themselves, we shall begin our consideration with the laws of healing, the patient and the doctor, as these are expressed in the world of Halacha.

12. The supreme value of the duty to preserve and protect human life, in so far as concerns the doctor in practising the art of medicine, underwent two stages in the world of Judaism, and we should first consider these.

First, during the era of the Tannaim, we hear that it is permitted for a doctor to heal. According to the school of Rabbi Yishmael, the proponent of a major and complete theory of the methods of Biblical interpretation, this is derived from a verse in the book of Exodus 21, 19 [59]: ‘and he shall surely bring about his healing’ — as follows: ‘From here it follows that permission is given to the doctor to heal’ (Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 85a [60]). This statement can be interpreted as intending, inter alia, to refute an approach, of which hints can be found in various outlooks and religions at that time, and later times, and even a few statements made in the world of Judaism (See Rabbi I. Jakobovits, Jewish Medical Ethics, Jerusalem, 1966 [61], at pp. 26 et seq.), that a man should not heal what G-d has afflicted, and so supposedly intervene in what has decreed from above (see Rashi, Commentary on Babylonian Talmud, Tractate Bava Kamma, 85a, on the words ‘Permission was given’ [62]: ‘And we do not say G-d afflicts, and he heals?’ and Nahmanides, Torat HaAdam, ‘So that people should not say: G-d afflicts and he heals?’ — Writings of Nahmanides, vol. 2, Chavel edition, Jerusalem, 1964, at p. 42 [63]; see also Nahmanides, Commentary on Leviticus 26, 11 [64], and our comments infra, para. 23).

The sages told a clever parable (Midrash Shoher Tov on I Samuel 4, 1 [65]) in this regard:

‘It happened that Rabbi Ishmael and Rabbi Akiva were walking in the streets of Jerusalem with a certain man. A sick person met them and said to them: “My teachers, how may I be healed?” They replied: “Take such and such until you are healed”.

That man who was with them said to them: “Who afflicted him with sickness?” They said to him: “The Holy One, Blessed Be He.” He said to them: “And you Sages intervene in what is not yours. He afflicted and you heal?” They said to him: “What is your vocation?” He said to them: “I am a farmer. The sickle is in my hand.” They said to him: “Who created the ground; who created the vineyard?” He said to them: “The Holy One Blessed Be He.” They said to him: “You intervene in what is not yours. He created it and you eat His fruit?”

He said to them: “Do you not see the sickle in my hand? Were I not to go out and plough it, mow it, fertilize it and weed it, it would not yield anything.” They said to him: “Idiot, have you not learned from your work that ‘the days of man are like grass?’ Just as a tree will not yield fruit unless it is fertilised and tilled, and if it yields fruit but is not watered and not fertilised, it does not live but dies, so the body is like a tree; the medicine is the fertiliser and the doctor is the farmer”.’

Other laws set out the doctor’s legal responsibility, and these laws are also part of the teaching of the Tannaim. An expert doctor, i.e., one who is authorized to heal and is an expert in his work, who deliberately injured a patient, which means that ‘he injured him more than was necessary’ is liable (Toseftah, Tractate Gittin (Divorces), 4 6 [66]; Toseftah, Tractate Bava Kamma (Damages, first part), 9 11 [67]); however, if he caused him damage negligently, he is exempt, for the welfare of society (‘tikkun haolam’: Toseftah, Tractate Gittin (Divorces), 4 6 [66]), notwithstanding the rule that a person is always responsible, for otherwise doctors would refrain from healing (Rabbi Shimon Duran, Tashbatz (Responsa), part 3, 82 [68]). But this exemption when he is negligent is — in the language of the Toseftah — ‘according to human law, but his case is entrusted to Heaven’ (Toseftah, Tractate Bava Kamma (Damages, first part), 6 17 [67]; and see Nahmanides’ statement in Torat HaAdam [63], quoted infra, and R.S. Lieberman, Toseftah Kifshutah, Tractate Gittin, pp. 840-841 [69], and Tractate Bava Kamma, p. 57 [70]).

13. More than a thousand years later, we hear from two of the greatest Jewish law authorities that the doctor’s art of medicine is a commandment and an obligation and not merely permitted. They reached this conclusion by two different methods of interpretation. Maimonides reached this conclusion in an original way. From what is stated in the Torah ‘You shall not stand by the blood of your fellow’ (Leviticus 19, 9 [71]), the Sages deduced that a person must save his fellow man who is in danger (Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 81b [60]; Tractate Sanhedrin, 73a [72]). The Sages further held that this duty exists not only when one can save someone personally but one is also obliged to hire the help of others for this purpose, etc. (Babylonian Talmud, Tractate Bava Kamma, ibid. [60] and Tractate Sanhedrin, ibid. [72]). The obligation to save another was also derived by the Sages from the law in the Torah regarding lost property (Deuteronomy 22, 1-3 [73]), which applies not only to the return of property lost by one’s fellow man but also to the saving of the body of one’s fellow man: ‘What is the source of the law about saving a person’s body? The Torah states: ‘And you shall return it to him’ (Babylonian Talmud, Bava Kamma, ibid. [60] and Tractate Sanhedrin, ibid. [72]). From this source, Maimonides derived an additional principle, namely that the duty of the doctor to heal derives from the Torah:

‘This is included in the interpretation of the verse ‘You shall return it to him’ (Deuteronomy 22, 2) — to heal his body, which is when one sees him in danger and can save him, either with his body or his money or his wisdom’ (Maimonides, Commentary on the Mishnah, Tractate Nedarim (Vows), 4 4 [74]); ‘for this is a commandment’; Maimonides, Mishneh Torah, Hilechot Nedarim (Laws of Vows), 6 8 [75]).

The same conclusion was reached by Nahmanides, Rabbi Moshe ben Nahman, but by a different exegetical method. Nahmanides, one of the greatest rabbis in thirteenth century Spain and founder of the settlement in Israel, composed a special monograph, which deals in part with the laws of healing and all their implications in the world of halacha, and in part with all aspects of the laws of mourning. Nahmanides, who like many halachic authorities in the Middle Ages was a doctor by profession, called his book by the name Torat HaAdam, ‘The Law of Man’ (the name apparently derives from the words of King David: ‘And you have spoken to the house of your servant from afar, and is this the way of man (torat ha’adam)?’ (II Samuel 7, 19 [76]). How much is hidden even in this name alone, when it comes to describe the laws of the doctor and healing! We will discuss this further below. The permission given to the doctor to heal, according to Rabbi Yishmael, assumes in the opinion of Nahmanides the status of a commandment: ‘for it is an aspect of the preservation of life, which is a major commandment; someone who acts promptly is to be praised… every doctor who knows this wisdom and art is obliged to heal, and if he holds back, he is a spiller of blood’ (see the Jerusalem Talmud, Tractate Yoma, 8 5 [77], regarding the preservation of human life which overrides the Sabbath). In order to make his position conform to the aforementioned statement of Rabbi Yishmael that ‘permission is given to the doctor to heal’, Nahmanides defines the permission as follows: ‘This permission is a permission with the force of a commandment to heal’ (Torat HaAdam, Writings of Nahmanides, vol. 2, Chavel edition, Jerusalem, 1964 [63], at p. 42).

The doctor and the judge

14.  In his remarks, Nahmanides gives another interesting reason why a special proof was required that it is permitted for the doctor to heal, as we have seen in the aforesaid statement of Rabbi Yishmael. This additional reason is that ‘perhaps the doctor will say: “Why do I need this aggravation? Perhaps I will make a mistake and I will have become a negligent killer of men.” For this reason the Torah gave him permission to heal’ (Torat HaAdam, Writings of Nahmanides, vol. 2, Chavel edition, Jerusalem, 1964 [63], at pp. 41-42; and see Responsa Da’at Cohen (by Rabbi Avraham Yitzhak Kook, Chief Rabbi of Israel) 140 [78]). To counter this hesitancy and doubt that arose in the doctor’s mind and conscience, Rabbi Yishmael said that it is permitted for the doctor to heal, and if a negligent mistake happened and the patient was injured, the doctor is not punished for this; and, as stated, not only is he permitted to heal, but it is also a commandment and an obligation. In this respect, Nahmanides (Torat HaAdam, Writings of Nahmanides, vol. 2, Chavel edition, Jerusalem, 1964 [63], at pp. 41-42) suggests an illuminating analogy between the doctor treating a patient and the judge sitting in judgment. With regard to the judge — the commandment to judge the people at all times and in all matters — the Talmud describes the dilemma that a judge ponders in his mind. The dilemma is expressed as follows (Babylonian Talmud, Tractate Sanhedrin 6b [72]):

‘The judges should know whom they are judging, before Whom they are judging, and Who is going to hold them accountable, as the Bible says: ‘G-d stands in the congregation of G-d; He will judge among the judges” (Psalms 82, 1); and similarly the Bible says of Yehoshafat: “And he said to the judges: consider what you are doing, for you judge not on behalf of man but on behalf of G-d” (II Chronicles 19, 6).

Perhaps the judge will say: “Why do I need this aggravation?” The Bible says: “And He [G-d] is with you when you pass judgment” (II Chronicles, ibid.; Rashi on Babylonian Talmud, Tractate Sanhedrin, 6b [79]: “for He is with your minds, when your minds consider the matter”) — a judge only has what he sees before him”; and Rashi adds (Babylonian Talmud, Tractate Sanhedrin, 6b [79]): ‘and he shall intend to decide justly and truly, and then he will not be punished”.’

The work of the doctor is similar; it is accompanied by great demands on the conscience and it involves much anguish from this dilemma. For this reason, Nahmanides concludes that the law regarding the doctor who is as careful in his work according to the standard of care for matters of life and death (supra [63], at p. 42) is the same as the law regarding the judge who intends to dispense justice fairly and truly; if they are unaware that they erred, they are both exempt, both according to the law of man and according to the law of Heaven. But in one material and fundamental respect, the liability of the doctor is greater than that of the judge. Whereas the authorized judge (one who judges ‘with the permission of the court’), even if he becomes aware of his inadvertent mistake, remains exempt even according to the law of Heaven, the doctor who negligently erred and became aware of his mistake is albeit exempt according to the law of man, but he is liable according to the law of Heaven and if his mistake caused a death — he is liable to be exiled to a city of refuge.

In the halachic system, this level of liability whereby one is exempt according to the law of man and liable according to the law of Heaven does not mean that the case is removed from the normative legal framework and is transferred to the field of relations between man and his Maker. This liability according to the law of Heaven appears in the world of halacha with regard to a whole series of legal rules in torts and obligations, and its character is defined as follows: ‘Wherever the rabbis said that a person is liable according to the law of Heaven, if that person comes before a court, the court must inform him: “We will not compel you, but you should discharge your duty to Heaven, since your case is referred to Heaven,” so that he should take the matter seriously and placate his fellow man, and discharge his obligation according to the law of Heaven.’ (Rabbi Eliezer ben Natan (Raban), on Babylonian Talmud, Tractate Bava Kamma, 55b [80]). The notice that he is liable to discharge his obligation according to the law of Heaven is therefore also stated by the court, and it is not merely left to the person’s conscience (for details, see my book, supra, Jewish Law — History, Sources, Principles, pp. 129-131).

The doctor and the judge are both partners to the anguish of the dilemma inherent in their work, and to the calming of this anguish by means of a decision of the individual’s conscience on the basis of ‘what his eyes see’, or, in the apposite expression of Rabbi Menahem ben Shelomo HaMeiri, a thirteenth century authority on Jewish law and one of the classic commentators on the Talmud, by acting according to ‘what his eyes see, his ears hear and his heart understands’ (Rabbi Menahem ben Shelomo HaMeiri, Bet HaBehira on Tractate Ketubot 51b [81]).

15. It is illuminating that in the world of Jewish law we find several parallels between the art of judging and the art of medicine. It seems to me that this phenomenon derives not only from objective relationship between them, as we discussed above, but a contributing factor is also the fact that a large number of Jewish law authorities were doctors by profession. Let us examine two illuminating examples in the works and thought of Maimonides, one of the great arbiters of Jewish law and accepted also as an expert in the medical profession.

In discussing the principles under which legislation (namely the enactments of the Rabbis) operates in the Jewish law system, (Maimonides, Mamrim, 2:4 [82] and see my book, supra, Jewish Law — History, Sources, Principles, pp. 210-213, 405-446 and the following chapters), Maimonides considers, inter alia, the power of Jewish law authorities to make enactments, even if this involves uprooting a positive law in the Torah and even by permitting what is forbidden, if the Jewish law authorities thought it necessary to do so as a temporary measure and in order to prevent something worse, in order to return the masses to observance of the faith. This power of the Jewish law authorities is summarized by Maimonides, on the basis of the Talmudic sources, as follows (ibid., 2:4 [82]):

‘And similarly if [the court] sees fit to nullify temporarily a positive commandment or to transgress a negative commandment in order to return the masses to the faith, or to save many Jews from transgressing in other cases — they may act according to the needs of the hour. Just as a doctor amputates a hand or a foot of a person in order that the body as a whole may live, so a court may at a certain time order the transgression of a few commandments on a temporary basis so that they may all be observed, in the same way that the rabbis of old said: “Violate one Sabbath for him so that he may observe many Sabbaths” ’ (see also my book, supra, Jewish Law — History, Sources, Principles, at pp. 425-426, with regard to the Jewish law sources for this legislative rule).

In this connection Maimonides goes on to say (Mishneh Torah, Laws of Sabbath, 2 3 [83]):

‘And it is forbidden to delay in profaning the Sabbath for a sick person who is in danger, for the Torah says (Leviticus 18, 5): “… which a man shall do and live thereby”, but not die thereby; so you see that the laws of the Torah are not designed to bring evil to the world but to bring mercy, kindness and peace to the world.’

16. Elsewhere Maimonides compares the art of medicine and the art of administering justice, but this time with the purpose of distinguishing them. The subject is that of justice and equity, which is one of the issues that are situated at the pinnacle of every legal system.

It is natural that a provision of law, which stipulates a principle that is beneficial and fair in general, may in certain circumstances be unfair and unjust to the individual. This phenomenon is almost inevitable, for it is the nature of a legal norm to seek to do justice in the majority of cases, and it is almost natural that this cannot be done in every case. The problem that arises in this case is the conflict within the legal norm itself, that does justice in general but causes injustice in certain circumstances to the individual. Is it possible to prevent this injustice being suffered by the individual within the framework of the legal norm, i.e., as a part of the binding application of the legal norm, and if so, how? This problems disturbs, first and foremost, the peace of mind of the judge who must decide the case, for it is he who comes face to face with anyone who is caught between the general law and individual justice. What is the jurisdiction of the court and what is the role of the judge as someone who determines norms with legal significance, in such circumstances where an injustice is caused to the individual as a result of ruling in accordance with the law directed at the majority of cases? Philosophers and legal authorities have been divided over this problem since ancient times. Some think that the remedy for the individual lies only with the legislator, whereas the judge does not have the authority to make the law equitable and he is compelled to rule in accordance with the generality of the law. But others think that the judge hearing a case is competent to prevent an injustice in the specific case of an individual, i.e., to deal equitably with the individual who has been harmed by the inflexibility of the general law. The different approaches are based on the existence of two trends that are legitimate and essential for every legal system, whatever it is: the one is that a major principle in a judicial system is uniformity and stability, which are expressed in the generality of the law and the possibility of knowing in advance what is the binding and applicable law; the second is that the purpose of all fair and proper administration of justice, the essence of law, is to do justice to, and deal equitably with, the specific litigant whose case is tried before the court. These two trends conflict when the generality of the law may cause an injustice to the specific, particular case of the litigant, and the question is, which trend should be preferred in a special case such as this, and can they be reconciled and a fair balance be found between the requirements of the majority and the needs of the individual? (see Elon, Jewish Law — History, Sources, Principles, supra, at pp. 157-163; HCJ 702/81 Mintzer v. Israel Bar Association Central Committee [14], at pp. 13 et seq.)

In the Jewish legal system, opinion is divided on this important issue. In the view of many, the remedy of the individual falls within the jurisdiction, and is part of the function, of the legal system itself; and just as it is obliged to rule in accordance with the justice expressed in the general law, so it too is bound to prevent this general law from causing injustice to the case of the individual in its specific circumstances. This duty to do equity is part of the inherent jurisdiction of the court, in accordance with the major principle of the Sages: ‘Even if they tell you that left is right, and that right is left — listen to them’ (Sifrei on Deuteronomy, ‘Judges’, [84], para. 154, on Deuteronomy 17, 11 [73]: ‘You shall act according to the law that they teach you and the judgment that they say to you; you shall not deviate from what they tell you right or left.’ For details, see: Elon, Jewish Law — History, Sources, Principles, supra, at pp. 219-231, the opinions of R. Yitzhak Arama, the author of Akedat Yitzhak, Rabbi Yitzhak Abravanel, R. Efraim Shelomo ben Aharon of Luntshitz and others).

By contrast, in Maimonides’ opinion, the judge must rule according to the laws made for the benefit of the majority, in the public interest:

‘It considers the usual and it does not consider the unusual, nor damage that may be suffered by the individual… the general benefits that it has sometimes necessitate personal harm… “There is one statute for you” (Numbers 15, 15); they provide general benefits in the majority of cases’ (Maimonides, Guide to the Perplexed, part 3, ch. 34 [85]).

The remedy for the individual cases must be achieved in other ways (such as by making a regulation or, in certain cases, by ruling according to the principle of a ‘temporary measure’).

However, Maimonides goes on to say that this is not the case with respect to the doctor in his practice of medicine, where:

‘The cure for each person is unique according to his temperament at that time” (Guide to the Perplexed, ibid. [85]).

A judgment given by a judge is in accordance with the general norm; but the treatment of the doctor is according to the special circumstances and temperament of the particular patient before him. Whether this is indeed the judgment should be given by the judge is disputed (see Elon, Jewish Law — History, Sources, Principles, supra, at pp. 219-231); but no one denies that this is the way doctors practise the art of medicine, for it is a duty to cure the disease in order to heal the particular patient before him, according to his special circumstances and temperament.

17. It should be noted that these principles governing the doctor’s behaviour and his art or profession, which combine law and ethics, the strict letter of the law and beyond the letter of the law, the nature of Jewish law and the nature of the world, are formulated after the book Torat HaAdam of Nahmanides (see Rabbi Yaakov ben Asher, Arba’ah Turim, Yoreh Deah, ss. 335 et seq. [86]) in special chapters in the codices of Jewish Law compiled after his time — in the book Arba’ah HaTurim of Rabbi Yaakov ben Asher and Shulhan Aruch of Rabbi Yoseph Karo (Shulhan Aruch, Yoreh Deah [87], ss. 336 et seq.; incidentally, it should be noted that in the book Mishneh Torah of Maimonides there is no special grouping of laws relating to the doctor. Maimonides, in chapter four of Hilechot De’ot [88] merely discusses the way to maintain the health of the body). It is certainly illuminating that these codifiers, who have a policy of not including in their codices laws not applicable in their time and therefore do not include the law of the negligent murderer who is exiled to a city of refuge (see Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat, 425 [89] and Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, 425 1 [90]), notwithstanding include the law that a doctor who causes a death and knows that he was negligent goes into exile as a result (Rabbi Yaakov ben Asher, Arba’ah Turim, Yoreh Deah 336 [86] and Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 336, 1 [87]). This indicates the principle of liability relating to the doctor — even if it does not carry a legal sanction under Jewish law — since he is liable, in the case of such an act of negligence — to go into exile to a city of refuge, to isolate himself in his grief and to engage in soul-searching.

This dilemma in this dichotomy of the art of medicine, which, on the one hand, involves the commandment, the duty and the prohibition against withholding medical treatment, and on the other, the hesitancy of ‘Why do I need this aggravation?’ has become more acute and more far-reaching in view of the huge advances made by modern medicine, and as a result of contemporary legal and philosophical thinking concerning basic rights and supreme values. Today, both the judge and the doctor are still partners in this dilemma, even more than before. Both carry the burden of the hesitancy, both wish to do justice in their profession, their skill, each in his own field — the judge to administer genuinely true justice and the doctor to find the genuinely true cure.

This directive to search after the genuine truth — the implications of which we will see below — serves as a difficult, complex but essential guideline in resolving major, difficult and complex questions that lie at the doorstep of both the doctor and the judge. As is usually the case with such fundamental questions, they involve fundamental approaches that differ from, and conflict with, one another, and this is the reason for the great hesitancy when we need to rely upon them and apply them.

The patient’s obligation to seek healing

18. In the world of Judaism, just as the doctor is obliged and commanded to heal, as we have seen in our discussion above, so too the patient is obliged and commanded to seek healing.

This is the way of the world, and it is rational: ‘Someone who is in pain goes to the house of the doctor’ (Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 46b [60]); moreover, someone who refrains from seeking healing transgresses what is stated in the Torah: ‘And you shall be very careful of yourselves’ (Deuteronomy 4, 15 [73]) and ‘But for your lives I shall hold you yourselves accountable’ (Genesis 9, 5 [91]). A supreme principle in the world of Judaism is that the preservation of life overrides all the prohibitions in the Torah (except idolatry, sexual offences and bloodshed — Babylonian Talmud, Tractate Yoma 82a [92]; Sanhedrin 74a [72]), on the basis of what is stated in the Torah: ‘You shall keep my statutes and judgments which man shall observe and live thereby’ (Leviticus 18, 5 [71]). The Sages explained: ‘And live thereby — but not die thereby’ (Babylonian Talmud, Tractate Yoma 85b [92], Tractate Sanhedrin, 74a [72]). The obligation of a person to seek healing for an illness that may endanger his life overrides most of the commandments of the Torah. When a doctor determines that the Sabbath must be desecrated for the purposes of healing, if a patient refuses to accept the medical treatment required for fear of desecrating the Sabbath ‘is a pious fool, and G-d will hold him accountable for his life, as the Torah states: And live thereby, and not die thereby… and we compel him to do’ whatever the doctor determined (Rabbi David ben Shelomo Ibn Abi Zimra (Radbaz), Responsa, Part IV, A 139 [93]; Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim 328 10 [94]; Rabbi Avraham Abele ben Hayim HaLevi Gombiner, Magen Avraham, commentary on Shulhan Aruch, Orach Hayim, 328, sub-para. 6 [95]). Preferring the observance of a commandment to medical treatment, in such circumstances, is a ‘commandment achieved through a transgression’ (Rabbi Yehuda ben Yisrael Aszod, Teshuvot Maharia (Responsa) on Shulhan Aruch, Orach Hayim, 160 [96]). The patient’s opinion is accepted when he seeks to improve the medical treatment given to him, such as when the patient says that he needs to desecrate the Sabbath or eat on the Day of Atonement, even though the doctor’s opinion is otherwise; we listen to the patient, because ‘a person knows the danger to his life’ (Proverbs 14, 1 [97]; and see Babylonian Talmud, Tractate Yoma, 82a, 83a [92]; Rabbi Yosef, Karo, Shulhan Aruch, Orach Hayim, 618 1 [94]; Rabbi David ben Shelomo Ibn Abi Zimra (Radbaz), Responsa Part IV, A 138 [93]. See also Rabbi Yaakov ben Asher, Arba’ah Turim, Yoreh Deah, 336 [87] and Rabbi David ben Samuel HaLevi, Turei Zahav on Shulhan Aruch, Yoreh Deah, 336 sub-par. 1 [98]; Rabbi Eliezer Waldenberg, Responsa Ramat Rachel 20 [99]; Dr Avraham Steinberg ed., Encyclopaedia of Jewish Medical Ethics, vol. 2, pp. 24-26, 443-445 [100], and see the aforementioned sources for other special laws relating to a patient whose illness does not threaten his life).

The patient’s right to choose his healing

19. The basic approach of Judaism with regard to the obligation of the doctor to heal and the obligation of the patient to be healed has major ramifications on the issue before us with respect to the refusal of a patient to receive medical treatment and the permission and entitlement of the doctor to accede to this refusal of the patient. We shall consider this fundamental question below, where we shall examine the principle, the exceptions and the differences of opinion between Jewish law authorities on this question (see infra, at para. 23). But first let us examine several additional principles in the field of healing in Jewish law.

Under Jewish law, it is not only the obligation of the patient to seek a cure, but it is his basic right to receive medical treatment from the doctor whom the patient trusts and whom he chooses. As we have said elsewhere (PPA 4/82 State of Israel v. Tamir [15], at pp. 205-206):

‘3. It is an established rule of ours, by virtue of the principle of personal liberty of each person created in the divine image, that a person has a basic right not to be harmed in his body against his will and without his consent (HCJ 355/79; Sharon v. Levy, at p. 755). This basic right includes the right of a person to chose and decide to which of the doctors who are competent for this purpose he entrusts the medical treatment that he needs, for this choice and decision are a substantial part of his basic right to his physical and mental integrity and welfare, and not to be “harmed” by them without his consent (see CA 76/66, at p. 233).

We can find an illuminating expression of this in the teachings of our Sages. The Rabbis taught (Mishnah, Tractate Nedarim, 4 4): “If someone abjures any benefit from his fellow man… that person may cure him”; in other words, someone who vowed not to benefit from his fellow man or someone whose fellow man abjured him not to have any benefit from him, is permitted to benefit from the medical services of that fellow man, since the duty and the right to physical and mental treatment is “a commandment” (Maimonides, Mishneh Torah, Hilechot Nedarim (Laws of Vows), 6 8). The Jerusalem Talmud states that this rule applies not only in a place where there is only one doctor — who is the person from whom he abjures any benefit — but even where there is another doctor, and he is able to avail himself of the medical services of the other doctor, he may, if he wishes, receive the medical services of the doctor from whom he has sworn not to have any benefit, and the reason is, that “a person is not necessarily cured by everyone” (Jerusalem Talmud, Tractate Nedarim, 4 2), “for even if he has someone else who may cure him, he is permitted to give him medical treatment, for not by everyone may a person be healed” Rabbi Yosef Ibn Haviva, Nimukei Yosef, on Rabbi Yitzkah Alfasi’s commentary on Babylonian Talmud, Tractate Nedarim, 41b). This is the law adopted by us: “If A forbad B to benefit from him, and B became ill, A may… heal him even with his own hands, even if there is another doctor who may heal him” (Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 221 4). In medical treatment, personal trust between the patient and the doctor whom the patient chose is of great importance, and therefore “even though there is someone who can cure him, he [the doctor from whom he vowed not to have benefit] must cure him if he is qualified, for the saving of life is of paramount importance (square parentheses added)” (Rabbi Yom Tov ben Avraham Ishbili, on Rabbi Yitzhak Alfasi’s commentary on Babylonian Talmud, Tractate Nedarim, 41b).’

This basic right is retained by a person even when he is lawfully deprived of his personal liberty because he is serving a prison sentence. As we stated (ibid. [15], at p. 206):

‘This basic right to the integrity and safety of body and mind and to chose the medical care that a person thinks appropriate to preserve them is granted to a person, even when he is under arrest or in prison, and the mere fact that he is in prison does not deprive him of any right except when this is required by, and derives from, the actual loss of his freedom of movement, or when there is an express provision of law to this effect. Therefore, when the prison authorities want to deprive someone who is under arrest or a prisoner of this right, the burden of proof and justification lies with them to show that withholding this right is justified and reasonable and has a legal basis.’

This basic right is a part of other basic rights, such as human dignity, retained by a person when his personal liberty is taken away on account of imprisonment to which he has been sentenced (see State of Israel v. Tamir [15], at pp. 206 et seq., and recently, State of Israel v. Azazmi [7]).

‘In the image of G-d, He made man’

20. This basic right to the integrity and safety of the human body and mind has a special character in Jewish law, and it derives from its basic outlook on the source of human rights to life, bodily integrity and dignity:

‘A cardinal principle in Judaism is the concept of man’s creation in G-d’s image (Genesis 1, 27). The Torah begins with this, and Jewish law deduces from it fundamental principles about human worth – of every man as such — his equality and love. “He (i.e., Rabbi Akiva) used to say: Beloved is man who was created in the image; particularly beloved is he because he was created in the image, as the Torah says (Genesis 9, 6): ‘In the image of G-d He made man” (Mishnah, Avot, 3 14), and this verse was given as the basis for the prohibition of spilling blood made to the descendants of Noah, before the Torah was given’ (Neiman [12], at p. 298).

The creation of man in the image of G-d is the basis for the value of the life of every human being:

‘For this reason Adam was created alone in the world, to show that whoever destroys one person in the world is considered as if he destroyed an entire world; and whoever preserves the life of one person in the world is considered to have preserved an entire world’ (Mishnah, Tractate Sanhedrin, 4 5 [101], according to the text in Maimonides, Mishneh Torah, Hilechot Sanhedrin (Laws of Courts), 12 3 [102], and see Elon, Jewish Law — History, Sources, Principles, p. 1426 and fn. 303).

We have stated this elsewhere (LA 698/86 Attorney General v. A [16], at p. 676):

‘The fundamental principle that should guide the court is that we do not have the authority, nor do we have the right, to distinguish in any way whatsoever with regard to human worth between rich and poor, healthy and disabled, sane and insane. All human beings, because they were created in G‑d’s image, are equal in their worth and quality.’

The creation of man in G-d’s image is a cardinal principle for the value of the life of every person, and it is a source of basic rights human dignity and liberty (see State of Israel v. Guetta [3], at p. 724). The principle that G-d made man in His image — every man as such and as he is — which originates as stated in Judaism, has been accepted and is used as a basis for the supreme value of human life also in many different cultures and legal systems, except for those cultures that have always distinguished between people —for example, between the healthy and the disabled, the sane and the insane (such as in the philosophy of Plato, in the Greek city of Sparta and others; see infra para. 59).

Judaism has derived additional implications from the principle that ‘in the image of G-d He made man’. Thus, for example, just as man is commanded not to harm the Divine image of his fellow man, so too is he commanded not to harm his own Divine image, by harming his own life, body and dignity. This is what we said in State of Israel v. Guetta [3], at pp. 724-725:

‘What we have said about the manner of conducting the search refers to when the consent of the person being searched was not given. But it seems to me that even when consent is given as stated, this still does not mean that everything is possible and permissible. The fact that we are concerned with basic rights relating to harm to human dignity and privacy means that we are liable, even when the search is made with consent, to maintain a reasonable degree of decency so as not to trample the human dignity and the privacy of the body that is being searched, when this is not required or needed for the purpose of the search. This can be seen, primarily, from the sources of Jewish tradition that we have discussed. The basis for the supreme principle of human dignity is that man was created in the image of G-d, and by virtue of this perspective, he too is commanded to protect his dignity, since an affront to his dignity is an affront to the image of G-d, and every person is commanded in this regard, even a person who dishonours himself. The principle is, as Ben Azzai said: ‘Know whom you are dishonouring; in the image of G-d He made him’. There is no difference between and affront to G-d’s image in someone else and an affront to G-d’s image in oneself… This can also be seen from the provisions of the law that a search may only be made by someone of the same sex as the person being searched. It seems to me that even if consent was given to being searched by someone of the opposite sex, this consent should not be permitted. Similarly, it is inconceivable that for a search involving a penetration into the human body — such as the case of the enema in HCJ 355/79 — even if consent is given to carry out the enema in a public place, in the presence of the public, it is permissible to conduct a search of that kind! This would involve an extreme act of human degradation, and it is forbidden to do this, even with a person’s consent. In such a case we are obliged, by virtue of the principle of the basic right not to harm the dignity and privacy of a human being, not to carry out a degrading act of this kind in public. An act of this kind involves a degradation of the human image and dignity, which society cannot tolerate. Albeit, when consent is given to the search, it is permissible to carry out the search on the body and inside the body of a person, but we are still commanded, as human beings, to protect the dignity of the person who is being searched and our own dignity, as human beings, who are making the search. In this way we will find the proper balance that befits the values of the State of Israel as a Jewish and democratic State, which is intended for a proper purpose, and to a degree that is not excessive.’

‘In the image of G-d He created man’ is the theoretical and philosophical basis for the special approach of Jewish law to the supreme value of the sanctity of human life — of the sanctity of the image of G-d with which man was created — and this has many consequences for the special attitude of Jewish law on many topics, of which the case before us is one of the most central. As we will see below, Jewish law has contended, especially in recent generations, with the tremendous advance in medicine and its requirements, with many different problems that arise from the conflict between the value of the sanctity of life and the value of preventing human pain and suffering and additional values and considerations, yet the starting point and the cornerstone for contending with these were and still are the supreme value of the sanctity of life, the synthesis of the right and the obligation to preserve the Divine image of man.

Thus, in the prayer of the Jew on the High Holydays, he says before his Creator not only ‘The soul is Yours and the body is Your handiwork’, but also ‘The soul is Yours and the body is Yours’, for man is created in the image of G-d, the image of the Creator of the world. This approach, which is in essence a theoretical-philosophical one, is used within the framework of grounds for a legal ruling. Thus, what is stated in the Torah (Numbers 35, 31 [103]): ‘And you shall not take a ransom for the life of a murderer’ is explained in the Mishneh Torah of Maimonides (Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 1 4 [104], as follows:

‘The court is warned not to take a ransom from the murderer, even if he gave all the money in the world and even if the redeemer of blood wants to exempt him — for the soul of the murder victim is not the property of the redeemer of blood but the property of the Holy One, blessed by He, as the Torah says: “And you shall not take a ransom for the life of the murderer” (Numbers 35, 31). There is nothing with regard to which the Torah was stricter than the spilling of blood, as it says: ‘You shall not pollute the land... for the blood shall pollute the land’ (Numbers 35, 30).’

Even if the relative of the murder victim, ‘the redeemer of blood’, does not insist on punishing the murderer, this does not exempt the murderer from standing trial; the life of the murder victim is not the property of the relative, such that he can, if he so wishes, not insist on the murderer’s conviction and punishment; a person’s life is the property of the Holy One, blessed be He, and the Torah commanded that the murderer shall stand trial and be punished, for there is no crime as severe as the spilling of blood (and see also Babylonian Talmud, Tractate Ketubot, 37b [105]).

The aforesaid remarks of Maimonides that a person’s life is the property of the Holy One, blessed be He — which were given as the reason why the relative of a murdered person does no have the right to pardon the crime of his murder — should not be understood to imply a legal conclusion in Jewish law that a person is not the owner of his own body. This view was expressed, apparently for the first time, by Rabbi David ben Shelomo ibn Abi Zimra (Radbaz) — albeit with no little hesitation. The remarks of Rabbi David ben Shelomo Ibn Abi Zimra were made with regard to the rule in Jewish law (Babylonian Talmud, Tractate Yevamot, 25b [106]) that a person may not be convicted of murder solely on the basis of his own confession. Many reasons have been given for this principle (see inter alia Babylonian Talmud, Yevamot, ibid. [106]), and one of the most illuminating reasons is given by Maimonides (Mishneh Torah, Hilechot Sanhedrin (Laws of Courts), 18 6 [102]):

‘The Torah decrees that a court may not sentence someone to death on the basis of his confession... Perhaps his mind is deranged in this respect. Perhaps he is one of those who feel depressed and who wish to die, who thrust swords into their stomachs or cast themselves from the rooftops. Perhaps in such a way a person will come and say something that he did not do so that he may be killed. The principle of the matter is: this is a decree of the King.’

We have discussed elsewhere the said principle that a person may not be sentenced to death solely on the basis of his own confession, and the reason of Maimonides that this is due to the fear that the confession derives from psychological pressure on the accused who attributes to himself a crime that was committed by someone else (see CrimA 556/80 Mahmoud Ali v. State of Israel [17], at p. 184). Rabbi David ben Shelomo Ibn Abi Zimra adds another possible reason (Rabbi David ben Shelomo Ibn Abi Zimra (Radbaz), on Maimonides, Mishneh Torah, Hilechot Sanhedrin (Laws of Courts), 18 6 [107]):

‘It is a decree of the King, and we do not know the reason. But it is possible to give a partial explanation; for the life of a person is not his own property but the property of the Holy One, blessed be He, as the Torah says: “Behold all lives are Mine” (Ezekiel 18, 4). Therefore, his confession about something that is not his has no value... but his money is his own, and for that reason we say that an admission of a party is like a hundred witnesses; and just as a person is not permitted to kill himself (Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 91b [60], Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of the Murderer and Preservation of Life) 2 2-3 [104]; Rabbi Yaakov ben Asher, Arba’ah Turim, Yoreh Deah, 345 [86] and Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 345, 1 [87]), so too a person may not confess that he committed an offence for which he is liable to a death sentence, for his life is not his property.’

Maimonides, as we have seen above, gives a completely different reason for the rule that a person may not be sentenced to death on the basis of his own confession. Even according to Rabbi David ben Shelomo Ibn Abi Zimra, was stated, this reason that a person is not the owner of his body is merely a ‘partial explanation’ for the major principle that a person cannot be sentenced to death on the basis of his own confession (see the remarks of Rabbi David ben Shelomo Ibn Abi Zimra, supra). He repeats this in his conclusion: ‘And notwithstanding all this, I concede that it is a decree of the King of the world, and it may not be questioned’.

It would appear that apart from Rabbi David ben Shelomo Ibn Abi Zimra, no Jewish law authorities have even considered the possibility that the theoretical-philosophical idea that ‘the soul is Yours and the body is Yours’ has any legal significance. In recent times, several contemporary Jewish law authorities emphasize that in Jewish law, from a legal perspective, a person is the owner of his own body (this conclusion was derived from the remarks of Rabbi Joseph ben Moses Babad, Minhat Hinuch 48 [108]; Rabbi Aryeh Leib ben Asher Gunzberg, Turei Even, Megillah 27a [109]; see in detail Rabbi Shaul Yisraeli, ‘The Kibiye Incident in view of Jewish law’ in HaTorah vehaMedinah, 5-6, 1954, pp. 106 et seq. [110] and see there his interpretation of Maimonides and Rabbi David ben Shelomo Ibn Abi Zimra, cited above; Rabbi Shilo Refael, ‘Compelling a Patient to receive Medical Treatment’, in Torah Shebe’al Peh, 33rd National Oral Torah Congress [111]). In the opinion of Rabbi Shilo Refael, who serves as a judge in the Rabbinical Court of Jerusalem, the principle that a person has ownership of his body, and other reasons, can lead to the conclusion that ‘one may not compel a patient to receive medical treatment against his will’ (see Torah Shebe’al Peh, ibid. [111], at p. 81); we will discuss this later (para. 22).

These differences of opinion regarding the legal consequences in Jewish law with regard to a person’s ownership of his body do not change the approach of Judaism’s basic philosophy about the source of the rights of man — all men — in the basic belief that ‘In the image of G-d He made man’.

The principle: ‘And you shall love your fellow-man as yourself’ with regard to the doctor and healing

21. An illuminating principle of Jewish law with regard to the doctor and healing serves as the ultimate principle in Jewish law: ‘and you shall love your fellow-man as yourself’. We said about this with regard to the basic right of a person not to be physically injured (CA 548/78 Sharon v. Levy [18], at p. 755):

‘This basic right, as expressed in Jewish law, is illuminating. “Whoever strikes his fellow with a blow that is not worth a penny (i.e., which did not cause any damage) transgresses a negative commandment” (Babylonian Talmud, Sanhedrin 85a; Maimonides, Hilechot Hovel uMazik, (Laws of Wounding and Damaging) 5, 1-3); even if the victim consents to this, there is no legal validity to this consent (Babylonian Talmud, Bava Kamma 92a; Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, 420, 1 et seq.). On what basis may a person let his fellow man’s blood, even if this is required for therapeutic purposes? According to the Talmudic sage, Rav Matna (Babylonian Talmud, Tractate Sanhedrin, 84b), this permission is not based on the patient’s consent — express or implied — for such harm, since the consent, as stated, is of no validity; but we learn the permission from the verse “And you shall love your fellow-man as yourself” (Leviticus, 19, 18), from which it can be inferred, as Rashi says: “that Jews were only warned not to do to their fellow men what they do not want to do to themselves” (Rashi, on Babylonian Talmud, Sanhedrin 84b); see also Nahmanides (Writings, Chavel ed., Rabbi Kook Institute, vol. 2, 1964, Torat HaAdam pp. 42ff; and see M. Elon, “Jewish Law and Modern Medicine”, Molad, (New series) 4 (27) (1971) 228, 232).’

This conceptual basis of Jewish law for the permission to injure the body of a sick person — if the injury is required for the sake of his healing and to the proper degree — on the major principle of the Torah ‘And you shall love your fellow man as yourself’ is very instructive. The act of healing involves the ‘love of one’s fellow-man’, which in Jewish law is not merely a matter of loving him in one’s mind alone:

‘The major principle ‘and you shall love your fellow-man as yourself” is not merely a question of one’s thoughts, an abstract love that has no practical implication, but it is a way of life in the practical sphere. The principle was thus expressed in the words of Hillel: ‘Whatever is hateful to you — do not do to your fellow-man’ (Babylonian Talmud, Tractate Shabbat, 31a). Commentators on the Torah noted that this formulation in the negative gave this principle significance that human nature can comply with: “For the human heart will not accept that one should love one’s fellow-man like oneself. Moreover, Rabbi Akiva has already taught: Your life takes precedence over the life of your fellow-man’ (Nahmanides, Commentary on Leviticus 19, 18). Rabbi Akiva, who determined, as stated, that the major and preferred principle is “And you shall love your fellow-man as yourself” was the same person who taught that in a time of danger — to an individual or to the community — there are cases that “your life takes precedence over the life of your fellow-man” (Babylonian Talmud, Tractate Bava Metzia, 62a)” (the Neiman case [12], at p. 298-299; and see below).

This opinion of Rav Matna is cited by Nahmanides as a generally accepted principle of Jewish law with regard to the issue of doctors and medicine:

‘… for whoever injures his fellow-man for healing (for the sake of medical treatment) is exempt, and this is the commandment of ‘and you shall love your fellow-man as yourself’” (Nahmanides, Writings, vol. 2, Chavel ed., Jerusalem, 1964, Torat HaAdam, [63], at p. 43).

With regard to these remarks of Nahmanides, Rabbi Eliezer Waldenberg, one of the leading contemporary authorities in the field of medicine in Jewish law, says (Rabbi Eliezer Waldenberg, Responsa Ramat Rachel, 21 [99]):

‘We have derived the commandment to heal one’s fellow-man also from the verse “and you shall love your fellow-man as yourself”.

It must be said that we need all of this teaching [of “And you shall love your fellow-man as yourself], whereas this [the principle that “Nothing stands in the way of saving life”] is not sufficient [as discussed by Nahmanides himself previously, and which is the only rationale given by Rabbi Yaakov ben Asher, Rabbi Yosef Karo, Rabbi Yehiel Michel ben Aharon Yitzhak HaLevi Epstein (i.e. that it is part of saving human life)] because from this teaching [i.e. “And you shall love your fellow-man as yourself” and other sources] we derive the obligation to give medical treatment even in a case where it is clear that there is no danger to human life, although there is pain or injury to a limb and the like. And this is obvious.’

22. In this respect, there is an additional point to be made, which has significance with regard to the method of interpretation. It is well known that this major principle of the Torah — ‘And you shall love your fellow-man as yourself’ — has been adopted and accepted by various religions and cultures and given the name of ‘The Golden Rule’. The most impressive and forceful expression of the generality of this rule can be found in the words of Hillel the Elder, who, after making the aforesaid formulation — ‘What is hateful to you, do not do to your fellow-man’ — adds: ‘This is the whole Torah, and the rest is its commentary: go learn it’. Indeed this rule was discussed and studied widely by the Sages, both for its legal and ethical implications, and in the philosophical literature of various cultures (see commentators on the Torah, Leviticus 19, 18 [71], and especially — in addition to Nahmanides cited above — Rabbi Ephraim Shelomo ben Aharon of Lunshitz, Kli Yakar, on Leviticus 19, 18 [112]; Rabbi Yaakov Zvi Mecklenburg, HaKetav veHaKabbalah, on Leviticus 19, 18 [113]; and Nehama Leibowitz, New Studies in Leviticus, 5743, at pp. 300-304 [114]; see also the book of Tobit (Apocrypha), 4 15 [115]; D. Heller, Tobit, A. Kahana ed., vol. 2, p. 322, and the notes [116] and bibliography [116]; and see Elon, Jewish Law — History, Sources, Principles, at pp. 126-127; Rabbi Dr J.H. Hertz, The Pentateuch and Haftorahs, London, 1938 [117], at pp. 563-564; W. Gunther Plaut, The Torah, A Modern Commentary, New York, 1981 [118], at pp. 892-896, 1738).

Notwithstanding, in certain religions and cultures that espoused this rule, ideas that conflict with Judaism were added to it. Thus, for example, we find (Luke, 6 29) that, after stating that one should love the enemy and pray for someone who hurts you: ‘If someone hits you on the cheek, turn also the other towards him’ (and see the continuation there; see also Matthew, 5 38-48). This way of thinking, which involves an unnatural outlook on life and was not carried out in practice, is foreign to Judaism, as is expressed clearly and emphatically in the remarks of Rabbi Akiva, supra, that the rule ‘And you shall love your fellow-man as yourself’ is congruent with the principle that ‘your life takes precedence over the life of your fellow-man’. By virtue of this interpretation and significance in Judaism, the rule ‘And you shall love your fellow-man as yourself’ is a source for justifying the doctor injuring the patient’s body, to the extent that the injury is required for the purpose of healing him; and logic says that it is also a source for the limitations restricting treatment of a patient without his consent: what is hateful to you — do not do to your fellow-man’ (see infra, paras. 23, 32-36, 38).

The obligation and refusal of medical treatment — rules and limitations

23. This basic approach of Jewish law regarding the obligation to heal and the obligation to be healed is subject to certain limitations, which in our generation are continually increasing, that limit the possibility of treating a patient without his consent.

These limitations were already expressed in the famous responsum of Rabbi Ya’akov Emden, a leading halachic authority in the eighteenth century (Rabbi Yaakov Emden, Mor uKetzia, on Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim 328 [119]. Below we will discuss a different part of the responsum (dealing with pain and suffering — para. 26):

‘In case of an obvious sickness or injury, of which the physician has certain knowledge and a clear recognition, and he is administering a tested and complete cure — it is certain that we always compel a patient who refuses in a case of danger, in every sphere and procedure where the doctor was given permission to cure him, such as cutting living flesh on a wound, expanding its perimeter, removing pus, casting a fracture, and even amputating a limb (in order to save him from death)… everything of this kind we certainly do to him and compel him against his will, in order to save his life.

We pay no attention to him if he does not wish to undergo suffering and chooses death over life, but we amputate even an entire limb, if this is necessary to save his life, and we do everything necessary to save his life, even against the patient’s will.

Every person is cautioned to do this, on the grounds of “And you shall not stand by the blood of your fellow-man”, and the matter does not depend on the wishes of the patient, and he has no permission to destroy himself.’

We are concerned therefore with a disease that is recognized and known to the doctor ‘certain knowledge and a clear recognition’, and at the time it was an ‘obvious sickness or injury’; and the cure that the doctor wishes to use is a ‘tested and complete cure’ from the viewpoint of the chances of healing the disease; and we are also concerned with a disease that involves a danger — ‘in a case of danger’ (see there at the beginning of the cited passage and below for further clarifications with regard to limitations for carrying out treatment on a patient without his consent).

Many contemporary authorities have discussed the right of the patient to refuse treatment given to him, and established additional limitations and cases where the consent of the patient is required; it seems logical that the principle of personal autonomy, which has received particular advancement in our generation, has unconsciously influenced these decisions. The following was the ruling of Rabbi Moshe Feinstein, one of the greatest authorities of Jewish law in our generation:

‘If there is a patient who needs an operation to save him, and there is a high probability that the operation will be successful, the operation should be performed even against his will, so long as there is no fear that the fact that he is being coerced will cause him a greater danger’ (Rabbi Moshe Feinstein, ‘Responsum’, Judgments, Medicine and Law, S. Shahar ed., 1989, 101 [120]; Dr M. Halperin, ‘Aspects of Jewish Law’, Judgments, Medicine and Law, S. Shahar ed., 1989, 102 [121]).

According to this ruling, in addition to the need for a high probability of success (see ibid. [121], at p. 104, note 15, as to whether the meaning is a probability of two thirds — as it is with regard to another question of medicine in Jewish law in Rabbi Yaakov Reischer, Responsa Shevut Yaakov, 3, 75 [122] — see infra — ‘a recognizable probability according to most opinions’ or whether a majority of 51 percent is sufficient), we must take account also of the possible negative effect of the medical treatment against his will.

According to another opinion, if the patient will also suffer after the medical treatment to such an extent that it can be assumed that he would not have agreed to receive the treatment before it was given — it should only be given ab initio with his consent (Rabbi Moshe Feinstein, ‘Responsum’, Judgments, Medicine and Law [120], ibid., at pp. 103-104). In this respect, there is an illuminating responsum of Rabbi Shelomo Zalman Auerbach, one of the greatest arbiters of Jewish law of our time. The following is quoted in Dr Avraham S. Avraham, Nishmat Avraham, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 155 1-2 [123], at pp. 47-48:

‘A fifty-year-old patient is suffering from severe diabetes with serious complications such as blindness and problems with his blood vessels and infections. He had already had one leg amputated, because of gangrene, and he is in hospital with gangrene in his second leg, causing him excruciating pain.

After a joint consultation between experts on internal medicine and surgeons, it was concluded that the patient would certainly die within a few days if the second leg was not amputated. But he was likely to die also as a result of the operation, and of course even if the operation were successful and his life were prolonged temporarily, this was not a treatment for his basic illness.

The patient himself refused to undergo the operation out of fear of the operation itself, the pain and the suffering of the operation, and mainly because he did not wish to live without both his legs and blind.

I asked Rabbi Shelomo Zalman Auerbach for the Jewish law position on this case, and he ruled that such an operation should not be performed against the patient’s will (nor should any attempt even be made to convince him to agree to the operation), since it was a major and dangerous operation that would merely add to the patient’s suffering without any possibility whatsoever of a permanent cure.’

The operation should therefore not be carried out in the aforesaid circumstances against the will of the patient, despite the immediate danger to life. Notwithstanding, if the patient would give his consent for the operation, it would be permitted to desecrate the Sabbath, since once he had given his consent, and there was an immediate danger to life, this was a situation of saving a life that takes precedence over the Sabbath.

(See ibid., [123] an additional responsum of Rabbi Shelomo Zalman Auerbach on this issue; see also S. Shahar ed., Judgments, Medicine and Law, 1989, 104 [121]).

An opinion has even been expressed that since, in many cases, the medical opinion is not certain, treatment should not be given without the patient’s consent unless there is a certain danger of death (see Dr Avraham Steinberg ed., Encyclopaedia of Jewish Medical Ethics, vol. 2, ‘Consent’ [100], at p. 30, and notes 86-87; and see additional cases, ibid. [100], at pp. 30-33).

An interesting approach on our subject was recently expressed in an article of Rabbi Shilo Refael (Torah Shebe’al Peh [111], supra), that deals entirely with the issue of compelling a patient to receive medical treatment, without his consent. Rabbi Refael came to the conclusion that ‘a patient should not be coerced to receive medical treatment against his will’ (ibid. [111], at p. 81); it is not expressly stated, but naturally this does not apply to a case of saving someone from mortal danger, where it is permitted and even obligatory, even without the consent of the patient (see the remarks of Rabbi Ya’akov Emden, Mor uKetzia, on Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim 328 [119], supra). Rabbi Refael bases his conclusion on three grounds; first, according to Nahmanides in his commentary on the Torah (Nahmanides, commentary on Leviticus 26, 11 [64]), a person who is G-d-fearing on a high ethical level may refrain from consulting doctors and seek his cure through prayer and good deeds, as was the practice during the ancient prophetic era (see Exodus 15, 26 [59]; Deuteronomy 32, 39 [73]; II Chronicles 16, 12 [124]; Babylonian Talmud, Tractate Berachot 60a [125], in the statement of Rav Acha). Indeed, this view is supported by several other authorities (ibid. [111], at p. 75), but as we have already discussed above, this position is contrary to the position accepted by a decisive majority of Jewish law authorities regarding the patient’s obligation to receive medical treatment.

Rabbi Refael main reasons are his second and third ones: the second, which we have already mentioned, is that a person is the owner of his body; as stated above (para. 20), Rabbi Refael finds support for this position from arbiters and experts of Jewish law, and after detailed consideration he comes to the following conclusion: ‘from all of the above, it is evident that there is a significant body of Jewish law authorities who believe that a person is the owner of his body, and when necessary he may refuse to be fed or given medical treatment against his will’ (ibid. [111], at p. 80).

The third reason that led to the said conclusion is original and illuminating. According to this reason, even according to the Jewish law experts who do not accept the first two reasons, there is no basis for compelling someone to receive medical treatment, because today the rule of compelling someone to fulfil a commandment does not apply ab initio (the source of the rule is in the Babylonian Talmud, Tractate Ketubot 86a [105], in the statement of Rav Papa). Today, the authority of the three judges comprising a rabbinical court is merely ‘to judge and decide, but to compel requires three experts’ (ibid. [111], at p. 80), and today we have no experts, according to the requirements of Jewish law (with regard to the question of coercion to fulfil a commandment in our times see also the illuminating remarks of Rabbi Meir Simcha HaCohen of Dvinsk in his book Or Sameach on Maimonides, Mishneh Torah, Hilechot Mamrim 4 3 [126]). As a result, Rabbi Refael concludes as follows (ibid. [111], at p. 81):

‘We see from everything explained above that for three reasons medical treatment should not be given to a patient against his will. 1. There are those who rely on Nahmanides who holds that there is no need to resort to medical treatment. 2. There are authorities who hold that a person is the owner of his body and can do with it as he wishes. 3. In order to compel treatment, a court of three judges is required, and according to Sefer Yereim, three experts are required, and there are none of these, and for this reason this rule does not apply at all in our times.’

At the end of his article, he relies in his conclusion also on the decisions of Rabbi Moshe Feinstein and Rabbi Shelomo Zalman Auerbach (cited above [120] [123]) that treatment against the will of the patient will cause him harm because of the very fact that the treatment is being given against his will, and in some cases it is permitted to refrain from giving this treatment (on the subject under discussion see also Dr D. B. Sinclair, ‘Non-Consensual Medical Treatment of Competent Individuals in Jewish Law, with some Comparative Reference to Anglo-American Law’, 11 Tel-Aviv University Studies in Law, 1992, at p. 227).

This position of Rabbi Shilo Refael is interesting and original, and it joins the wide spectrum of the various approaches and opinions of Jewish law authorities today, in view of the huge increase in problems arising all the time from medical advances, and the response of Jewish law experts to these problems on the basis of Jewish law principles as these are to be construed and applied against the background of current medical and social realities.

The supreme value of human life

24. A major rule and fundamental principle in Jewish law is that human life is one of those things that are of immeasurable importance, both with regard to its value and with regard to its duration. Human life cannot be measured and calculated, and each second of human life has an unique value just like many long years of life. Thus Jewish law rules that:

‘A dying person is like a living person in all respects... whoever harms him is a spiller of blood. To what can this be compared? To a flickering candle; if someone touches it, it is extinguished. And anyone who closes the dying person’s eyes as he is dying is a spiller of blood, but he should wait a little in case the dying man has merely fainted’ (Babylonian Talmud, Tractate Shabbat, 151b [127]; Maimonides, Mishneh Torah, Hilechot Evel (Laws of Mourning) 4 5 [128]; Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 339, 1 [87]).

Even a flickering candle burns, and it too can give light.

Therefore the rule is (Maimonides ibid., [128] and Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 2 17 [104], Shulhan Aruch, ibid [87]):

‘There is no difference between a person who kills a healthy person, and one who kills a mortally sick person, and even if he killed someone who is dying — he is put to death for this.’

The reason for this is:

‘Even if Elijah will come and say that a person will only live an hour or a moment, nonetheless the Torah did not distinguish between someone who kills a child who has many years to live and someone who kills an old man who is one hundred years old. In any case, the killer is liable; even though the victim was near death, nonetheless because of the additional moment that he would have lived he is guilty’ (Minchat Chinuch 34 [108]).

Since there is no measure or limit to the value of purposeful life, there is no way to distinguish between a small part of something that is unlimited and immeasurable and a very large part of it. Therefore, the Torah does not distinguish between killing a person who kills a healthy young person and someone who kills a dying old man who is one hundred years old’ (Rabbi Yehiel Michel Tukachinsky, Gesher HaHayim, Laws of Mourning, part 1, ch. 2, p. 16 [129]).

The commandments that are overridden by the preservation of human life (see my remarks below), are also overridden by temporary extension of a person’s life, even for the shortest period. This is the law regarding a desecration of the Sabbath (Maimonides, Mishneh Torah, Hilechot Shabbat (Laws of Shabbat), 2 18 [83]; Shulhan Aruch, Orach Hayim 329 4 [94] based on the Babylonian Talmud, Tractate Yoma 85a [92]):

‘If an avalanche fell on someone... and he is found alive, even if he is crushed and it is impossible for him to recover, he should be rescued [on the Sabbath], and he should be extricated for that temporary period of life.’

Rabbi Yehiel Michel Epstein, a leading halachic authority at the beginning of this century, adds and clarifies (Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Orach Hayim 329 9 [130]):

‘Even if it is clear to the doctors that he will die, but with treatment he may live a few hours more, it is permitted to desecrate the Sabbath for him, for the Sabbath may be desecrated even for a small amount of life.’

The following was a decision of Rabbi Shimon Tzemach Duran, a leading respondent in Spain and Algeria in the fifteenth century (Rabbi Shimon Duran, Tashbatz (Responsa) 1 54 [68]):

‘Even if that endangered person lives as a result of this desecration of the Sabbath merely for one hour and afterwards dies, we desecrate the Sabbath for him even for one hour, for the saving of life is of great importance to G‑d, even if it is a small, temporary saving of life, since even the Sabbath, which is considered as equal to the whole Torah, is desecrated for this.’

25. Notwithstanding, as a result of Jewish law’s recognition of the supreme value of human life, it has been held that the short life of a patient may be endangered if and when this is done in order to make it possible for him to live a long life, even when there is doubt whether as a result of endangering the brief period of life remaining, it will be possible to ensure him of a long life (Babylonian Talmud, Tractate Avodah Zarah (‘Idol Worship’), 27b [131], and the remarks of the Tosafists beginning Lechayei Sha’ah [132]; Nahmanides, Torat HaAdam [63], at pp. 22 et seq.; and see Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4, the entry ‘Close to death’ (Noteh LaMut) (pre-publication copy) [100], at pp. 45-48, para. d 4).

This matter was the subject of an illuminating deliberation by Rabbi Ya’akov Reischer, a leading halachic expert in Galicia at the beginning of the eighteenth century. I discussed this elsewhere with regard to questions that arise with regard to the question of heart transplants (M. Elon, ‘Jewish Law and Modern Medicine’, Molad, booklet 21 (231), 228 at pp. 234-235):

‘The other question, from the perspective of the recipient of the heart transplant, is also a very important question of Jewish law, but it has been discussed thoroughly. The question is the following: by removing the diseased heart, we are shortening — for certain — the life of the patient by several weeks, several days or even by only a short time, at a time when we are not certain whether the transplant of the new heart will succeed and prolong the life of the recipient; we have already seen that a moment of life is equal to a long period of life, and anyone who terminates that moment is a spiller of blood. It is illuminating that this question of principle of losing a short period of life when there is a chance, even if there is no certainty, that by certain medical treatment the patient will return to health and life, has already been discussed to some extent by the rabbis during the Middle Ages, and it was reconsidered in detail by Rabbi Ya’akov Reischer, a leading Jewish law expert in Galicia at the beginning of the eighteenth century. Its solution is that we should indeed prefer the chance of a long life over the certainty of a short amount of life.

The following was the question that Rabbi Yaakov Reischer was asked (Rabbi Yaakov Reischer, Shevut Yaakov 3 75 [122]) by an “expert doctor”:

“A certain patient became ill with an illness that often leads to death, and all the doctors say that he will certainly die within a day or two, but they say that there is one more medical treatment that may cure him, but also may do the opposite, for if he takes receives that medical treatment and it is not successful he will die immediately within an hour or two; is it permissible to carry out that medical treatment or should we be concerned about the loss of the short period of life left to him, and it is better to refrain from doing anything?”

Rabbi Reischer replies as follows:

“Since this case is a case of life and death, we must be very careful on this issue in examining the Talmud and the arbiters of Jewish law from all possible aspects, for anyone who causes the loss of a single Jewish life is deemed to have caused an entire world to perish. The opposite is also true: anyone who preserves a single life is considered to have preserved an entire world. At first glance, it would seem preferable not to do anything for we are concerned about the loss of the short period of life even of someone who is literally dying…”.

All of this is merely a statement of basic principles. Rabbi Reischer went on to say:

“After studying the matter in depth, it appears beneficial… if it is possible that with this treatment that he gives him the patient may be completely cured, we should not be concerned about the short period of life… since he will surely die, we put aside the definite and grasp the doubtful: perhaps he will be cured.”

After he proves this to be the case by the reasoning process of Jewish law, he concludes by saying:

“In any event, the doctor should not simply do this, but he should be very cautious in this matter, consult with expert doctors in the city, and act according to the majority opinion, i.e., a recognizable majority which is double, for we must be wary of being hasty…”

We see, therefore, that Jewish law accepts the basic principle, but requires much caution and deliberation, and complete and precise understanding and knowledge; in addition, we should take account of the chances of success when making this difficult and fateful decision.’

This has been the ruling of contemporary Jewish law authorities (see Rabbi David Zvi Hoffman, Responsa Melamed LeHo’il on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 104 [133], and, for further detail, see Dr Avraham S. Avraham, Nishmat Avraham (Laws of Patients, Doctors, and Medicine), 1945, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 155, 1-2, at pp. 45-47 [123]. See ibid., at p. 47, that the permit to risk temporary life in such cases applies even when the temporary life is for a lengthy period).

The principle of alleviating pain and suffering

26. Another basic outlook in the field of Jewish law relating to medicine is the principle that the pain and suffering of the patient must be considered as a factor when making a ruling on an issue of Jewish law relating to medicine.

In various fields, Jewish law has established rules that when a person is enduring pain and suffering, even if these do not threaten his life, it is permitted to contravene various laws (see, for example, Rabbi Yosef Karo, Shulhan Aruch, Orach Hayim 329-331 [94]; Shulhan Aruch, Yoreh Deah 262 2 [87]). Thus Rabbi Yaakov Emden held that a person may undergo a medical procedure that involves a possibility of danger to life if his purpose in doing so is to alleviate major suffering that he is enduring (Rabbi Yaakov Emden, Mor uKetzia, ibid. [119], at p. 328):

‘There are those who choose a possible danger to life in order to save themselves from major suffering, such as those who undergo an operation because of a gallstone or a kidney stone that are very painful and involve as much suffering as death — may the Merciful One protect us! Such persons should be allowed to do as they wish without objection, since sometimes they are saved and cured’ (with regard to this responsum see also supra, in para. 23).

The duty to alleviate pain and suffering and to protect a person’s dignity is expressed in the teachings of the Sages in the rule: ‘Choose for him a painless death’. This rule, in the sense used in Jewish law literature, has nothing in common with the concept ‘death with dignity’ used nowadays with regard to the question of euthanasia, to which we will refer below. This rule concerns a person who has been sentenced to death; the rabbis instructed that special measures should be adopted to alleviate the pain and suffering of a person being executed and choose for him a ‘painless death’. The source on which the rabbis based this rule is illuminating. Even someone who has been condemned to death is subject to the major rule of the Torah:

‘And you shall love your fellow-man as yourself — choose for him a painless death’ (Babylonian Talmud, Tractate Bava Kamma (Damages, first part), 51a [60], Sanhedrin 45a [72]).

Consequently the rabbis ruled that all measures should be taken in order to alleviate the suffering of a person sentenced to death when carrying out the sentence, by hastening the execution and preventing his humiliation as a human being (Babylonian Talmud, Tractate Sanhedrin 45a [72]). They also held (Babylonian Talmud, Tractate Sanhedrin 43a [72]) that:

‘One who is taken to be executed is given a small grain of frankincense (a strong drink — Exodus 30, 34) in a cup of wine (=an intoxicating drink) to drink, to cloud his mind (so that he does not worry and think about his execution — Rabbi Shelomo Yitzhaki, ibid), as the Bible says (Proverbs 31, 6): “Give liquor to someone who is perishing and wine to those of bitter spirit”.’

In Midrash Tanhuma on Sidrat Pekudei (Exodus 38-40), para. b [134], the text is:

‘They bring him good and strong wine and give it to him to drink so that he does not suffer as a result of the stoning’ (see also Maimonides, Mishneh Torah, Hilechot Sanhedrin (Laws of Courts), 23 2 [102]).

This consideration for a person’s suffering and the goal of alleviating and alleviating this suffering is a guiding principle of Jewish law in various questions of medicine and law. In recent times, this principle of having consideration for pain and suffering has been invoked as a way to find balanced solutions for difficult and complex cases, where some departure is required from the principle of the supreme value of the sanctity and worth of human life. Consequently, Jewish law has developed to some degree the rule of taking account of pain and suffering of the patient, when endeavouring to deal with the needs of the times and of people, as these arise on various occasions and at different times. We have discussed this in detail supra (para. 23) and infra, with regard to euthanasia, while distinguishing between active euthanasia and passive euthanasia (paras. 27-36).

The judicial principle that ‘its ways are pleasant ways’ and  ‘the laws of the Torah shall be consistent with reason and logic’

27. The principles and rules that we have discussed above have been used by the rabbis — and recently this use has become more common — as guidelines for medical-legal questions in Jewish law, in order to establish the fundamental principles in this complex and difficult field, both from a theoretical-conceptual perspective and from the perspective of a person’s situation and the circumstances in which he finds himself. As stated, these deliberations have increased in recent years, particularly as a result of the tremendous advances in medicine, which have led to longer life and much good, but also to difficult problems and quandaries. Before turning to these problems and examples of contemporary rulings of Jewish law, let us first examine an additional principle of Jewish law established, with regard to a closely-related issue, as far back as the sixteenth century by a leading writer of responsa, Rabbi David ben Shelomo ibn Abi Zimra, which is a cornerstone and basis for solving medical-legal problems in Jewish law.

This principle was discussed in connection with the obligation of saving human life. A major rule in Jewish law is that ‘anyone who can save someone but does not do so transgresses “You shall not stand by the blood of your fellow-man’ (Leviticus 19, 16 [71])” (see Babylonian Talmud, Tractate Sanhedrin, 73a [72], Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 1 14-16 [104]; Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat, 426 [89]; Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat, 426 2 [90]). When there is no danger to the rescuer himself, clearly the obligation to save another is of supreme importance and absolute. But the difficult question is: to what extent is a person obligated — and perhaps the question can also be phrased: to what extent is a person permitted — to endanger his own life in order to save the life of another? This question has troubled Jewish law experts to no small degree, and according to some arbiters, a person must even risk possible danger to himself in order to save another from certain danger (Rabbi Yosef Karo, Bet Yosef, on Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat 426 [135]), but many others disagree with this (Rabbi Yehoshua ben Alexander HaCohen Falk, Sefer Meirat Einayim, on Rabbi Yosef Karo, Shulhan Aruch, Hoshen Mishpat 426, 4 [136]). This law was well summarized by one of the most important scholars of recent times: ‘It all depends on the circumstances… one should weigh the situation carefully and not be too self-protective… and anyone who preserves a Jewish soul is as though he has preserved an entire world’ (Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Hoshen Mishpat 426 4 [137]; and for a discussion of the many sources for these differences of opinion, see Rabbi Ovadia Yosef, ‘Responsum about the Permissibility of Kidney Transplants’, 7 Dinei Yisrael, 1976, 25 [138]; Rabbi Ovadia Yosef, ‘On the law of Donating a Kidney’ in 3 Halacha uRefua, 1983, 61 [139]; Rabbi Ovadia Yosef, Responsa Yehaveh Daat, 3, 84 [140]).

The removal of an organ from a human body in order to transplant it to someone else’s body to save him has recently been associated with the deliberations of Jewish law experts on the said question about the danger that could arise from this to the donor. But this problem has been considered beyond this: is there any basis to compel a person — also in order to save another — to donate one of his organs? A most illuminating answer is given by Rabbi David Ibn Zimra, the rabbi of Egypt and Israel in the sixteenth century, and one of the greatest writers of responsa in the world of Jewish law, in the context of a question that arose against the background of the tragi-heroic reality of the Jewish Diaspora the attitude of non-Jewish governments to their Jewish minority. The question was (Rabbi David ben Shelomo Ibn Abi Zimra (Radbaz), Responsa Part 3, A 52 [93]):

‘You have asked me and I will tell you my opinion about what I have seen written, if the Government says to a Jew: ‘Let me cut off one limb, which will not kill you, or I will kill another Jew.’

How is this Jew to react, under Jewish law, to this cruel proposal? Further on in the question, the inquirer adds that there are some who say that the Jew must allow his limb to be cut off, since there is no danger of death involved, in order to save another Jew from death, according to the law of saving life that overrides every commandment of the Torah. In his responsum, after a detailed legal analysis, Rabbi David Ibn Zimra replies that even if it is clear that cutting off the limb will not put the victim in danger of his life, he is not liable to allow them to do this in order to save another, but it is permissible for him to allow it and that would be an act of piety.

The summary of his discussion is illuminating:

‘And further, it is written: “Its ways are pleasant ways” (Proverbs 3, 17), and the laws of the Torah shall be consistent with reason and logic. How is it conceivable that a person should allow his eye to be blinded or his arm or leg to be cut off so that someone else is not put to death? Therefore, I do not any basis for this law other than as an act of piety, and fortunate is he who can stand up to this. But if there is a possibility of danger to his life, then he is a pious fool, for the possible danger to him takes precedence over the definite danger to another.’

The removal of a limb from one person in order to save another, even if there is no danger to the donor, cannot be an obligation, for this conflicts with the major principle that the ways of the Torah are pleasant ways, and  ‘the laws of the Torah shall be consistent with reason and logic’; by virtue of these, it is inconceivable that someone should be obliged to give an organ from his body to save another. But this behaviour does involve an act of piety, which a person ideally should do, as a volunteer and beyond the letter of the law (see also Rabbi David ben Shelomo Ibn Abi Zimra, Responsa, vol. 5, (‘About the Language of Maimonides’), A 582 (218) [93] and the reconciliation of these two responsa. But this is not the place to elaborate).

This responsum of Rabbi David Ibn Zimra serves as a focal point in the deliberations of contemporary halachic authorities on donations of a kidney for a transplant to another person, both from the perspective of the danger to the donor, and whether a person may cause himself bodily harm and other questions of Jewish law, some of which we have considered elsewhere (Attorney General v. A [16], at pp. 677-679).

These remarks of Rabbi David Ibn Zimra have been considered extensively with regard to the problem of a person’s consent to allow the removal of one of his organs in order to save the life of another who needs this organ to save his life (see Attorney General v. A [16]). It would appear that the principle determined by this leading authority of Jewish law with regard to the transplant of limbs is relevant to all the questions and problems that arise in the field of medicine and law, and with regard to the subject of this case. The major principle that guided the ruling of Rabbi David Ibn Zimra that ‘its ways are pleasant ways and the laws of the Torah shall be consistent with reason and logic’ must serve as a guideline in all rulings, on all matters, on the difficult and most serious cases of medicine and law, just as this principle is appropriate, and even essential, for the methods of making decisions in the field of Jewish law generally (see Elon, Jewish Law — History, Sources and Principles, at pp. 323 et seq.; M. Elon, Index of Responsa of Spanish and North African Rabbis – Index of Sources, Magnes Press, vol. 1, 1981, at p. 25). This principle must be used with great care and after profound study, as one of the principles whereby every individual case is decided on its merits, with the required combination and with the proper balance.

A terminally ill patient

28. Now we reached this point, let us consider the problems that arise in this case. The first of these, and the most difficult and serious, concern the condition of a person that is defined as ‘close to death’, or in the currently accepted terminology: a terminally ill patient. There have always been major and serious moral problems when a person reaches the end of the course of his life in this world. Judaism has various laws, both with regard to medical treatment and with regard to laws between man and man and between man and G-d, concerning who is considered a dying person (gosess), close to death (noteh lamut), a mortally-injured person (terefa), the time when the soul leaves the body, etc.. Jewish law distinguishes between these different types of condition, and these distinctions are the subject of dispute, both with regard to the definition of each condition and with regard to the legal implications resulting from these conditions; but this is not the place to elaborate (see Dr A. Steinberg ed., Encyclopaedia of Jewish Medical Ethics (pre-publication copy), vol. 4, ‘Close to death’, pp. 2-5, 26-45, and under the heading ‘Mercy killing’, at pp. 11-13 [100]). With regard to this terminal condition, Jewish law discusses the basic problem about the importance of temporary life and even momentary life, as long as ‘the candle flickers’, which we discussed in part above. The same is true of other cultures, as we can see already in the Hippocratic oath, which states, inter alia: ‘I will not give deadly poison to any person, even if he asks it of me; and I will not offer it to him’, although not all cultures accept this approach (see G. J. Gruman, Encyclopaedia of Bioethics, at pp. 168-261; Dr A. Steinberg ed., Encyclopaedia of Jewish Medical Ethics, vol. 4, ‘Close to death’ (pre-publication copy), at pp. 5-6).

These problems, which involve universal ethical, medical and legal questions, have become increasingly difficult and more serious in recent years, and they give rise to much discussion and disagreement among doctors, lawyers, religious leaders and philosophers, and the general public. On the one hand, the huge progress in medical science and technological devices have led to longer average life expectancy, whether by preventing diseases and disease control, and whether by prolonging life by various artificial means; on the other hand, extending the length of does not always mean also an improvement of the quality of life; sometimes it is possible that prolonging life leads merely to physical, emotional and mental suffering, and to severe disruption of day-to-day functioning. To this we must add the fact that today a patient in these circumstances stays in hospitals or other therapeutic institutions, when he is connected to various machines and relies on them, and not — as was the case in the past — that the patient close to death was at home, surrounded by his loving family, in the natural environment in he grew up and lived. The persons required to deal with the problems that arise are, first and foremost, the patient himself and his family, and in addition to these — doctors and lawyers, religious leaders and philosophers; the questions that arise are serious and important moral, religious and ethical questions; and the most important question of all is who among all these is authorized and competent to make the fateful decision about life expectancy, shortening it and refraining from prolonging it (Dr A. Steinberg ed., Encyclopaedia of Jewish Medical Ethics (pre-publication copy), vol. 4, ‘Close to death’ [100], at pp. 2-13, 70-72).

Euthanasia

29. One of the best-known concepts within the framework of the subject under discussion — since the middle of the nineteenth century — is known by the name of euthanasia, which means ‘dying well’ or ‘dying easily’. The source of this word is the Greek word εὐθανασία (euthanasia), which is made up of two elements, εὖ (eu = ‘well’), and θάνατος (thanatos = ‘death’). This is sometimes called ‘mercy killing’, ‘killing out of pity’, or ‘killing out of compassion’, where each name hints at a particular attitude and approach to the issue. Euthanasia relates to children with severe physical and mental defects, very severe cases of mental illness where there is no hope of recovery, and mortally and terminally sick people. It includes two possibilities: first — active euthanasia — i.e., administering a drug or a treatment whose purpose and effect is to speed death, whether by the doctor himself — such as by injecting a poisonous substance into the patient — or by the patient with the help of the doctor, such as assisted suicide. The second possibility is passive euthanasia, which can be done in two ways: first, to refrain from doing acts that prolong life, such as not initially connecting someone to a life-support or breathing machine; and second, to terminate acts designed to prolong life, such as disconnecting someone from a life-support or breathing machine to which the patient is already connected. Obviously, terminating an act of prolonging life is more complex and problematic, for in this case taking an action causes the life not to be prolonged. There are many differences of opinion about the various definitions of the kinds of treatments that should be continued or that can be refused or terminated — i.e., usual treatment as opposed to unusual treatment, and other distinctions (see with regard to all of the above: Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics (pre-publication copy), supra, vol. 4, ‘Close to death’ [100], at pp. 79-96; ibid., the entry ‘Mercy Killing’, at p. 10).

Active euthanasia

30. It is clear and undisputed in Jewish law that active euthanasia is absolutely forbidden. By contrast, various opinions and approaches can be found, especially in recent times, regarding passive euthanasia, which is related in Jewish law to the concept of ‘removing the prevention’, which originates as far back as the twelfth century. The differences of opinion revolve around the two types of passive euthanasia: namely, refraining from prolonging life ab initio and terminating a measure for prolonging life after it has already been begun.

In our remarks hitherto, we have already discussed the principle in Jewish law that —

‘The dying person is as a living person in all respects… one may not bind his jaws… one may not move him… one may not close the eyes of the dying person’ (Tractate Semachot, 1 1-7 [141]; Babylonian Talmud, Tractate Shabbat, 151b [127]).

All these actions and others detailed in Jewish law (see Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 339 1 [87], Talmudic Encyclopaedia, vol. 5, ‘A dying person’, at pp. 393 et seq. [142]) are forbidden because that may bring closer and hasten the death of the dying person:

‘For Rabbi Meir used to say: it can be compared to a candle that is flickering. If a person touches it — he extinguishes it. Similarly, whoever closes the eyes of a dying person is regarded as if he is taking his life’ (Tractate Semachot, 1 4 [141], Babylonian Talmud, Tractate Shabbat, ibid. [127]).

Hastening death actively is forbidden even when the patient is suffering:

‘It is forbidden to cause him to die quickly, even though he is dying and the dying person and his relatives are suffering greatly’ (Rabbi Avraham Danzig, Hochmat Adam, 151 14 [143]).

‘Even though we see that he is suffering greatly as he nears death, and death would be good for him, nevertheless we are forbidden to do anything to speed his death’ (Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Yoreh Deah, 339 1 [144]; see also Dr Avraham S. Avraham, Nishmat Avraham, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah, 339, 4 [123], at pp. 245-246; and infra, para. 31).

Indeed, the punishment for which a person is liable differs in special cases, such as when a person is defined as incurably ill or injured, but actively causing death is forbidden and punishable (see Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 2 7-8 [104]; Talmudic Encyclopaedia [142], ibid.); and this is how special acts were interpreted in the Bible (I Samuel 31, 4-5 [76]) and in the Talmud and other sources (see, for example, Babylonian Talmud, Tractate Avoda Zara (‘Idol Worship’), 18a [131] and others; and see Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics (pre-publication copy) [100], vol. 4, ‘Close to death’, at pp. 15-18, 53-56; ibid., in the entry ‘Mercy Killing’, at pp. 10‑19, which cites many unambiguous recent rulings with regard to the absolute prohibition of active euthanasia). Active euthanasia is forbidden even when the patient has given his consent. The value of life is absolute and it cannot be waived.

31. Furthermore, a living will, even when made by a person with legal capacity, in which he gives instructions to carry out active euthanasia with regard to himself when he reaches a certain situation, has no validity under Jewish law, and a doctor is forbidden to act according to it (ibid., [100] in the entry ‘Close to death’, at pp. 55-56; ibid., in the entry ‘Mercy Killing’, at p. 23, n. 84 [100]; for passive euthanasia — see below). Similarly, the living will that is used and has validity in various countries, particularly in the United States (ibid., at pp. 97-102 [100]), do not concern active but passive euthanasia, of the two kinds discussed above. Under Israeli law it is questionable whether a living will, even one relating merely to passive euthanasia, has any binding legal validity (see H. Cohn, ‘The Legal Right to Refuse Medical Treatment’, The Freedom to Die with Dignity, Hila Publishing, second edition, 1992, at pp. 9, 24. For a different view, see Justice M. Talgam in OM (TA) 759/92 Tzadok v. Bet HaEla Ltd [34], at p. 498).

‘Removing the impediment’ — passive euthanasia

32. In contrast to the absolute prohibition of carrying out active euthanasia, there are many different opinions in Jewish law about the right and duty to prolong the life of a patient and to refrain from doing so, which are the two forms of passive euthanasia. Under Jewish law, two basic principles operate in this field: the first principle is the value and sanctity of life, and the supreme value of human life that cannot be measured or quantified, and the duty — both of the patient himself and of the doctor who is treating him — to preserve and continue this; the second principle is the supreme value of preventing the patient from enduring pain, suffering and anguish, whether physical or mental, which is also mandated under the principles and methods of Jewish law.

The discussion of this issue in Jewish law is referred to under the name of  ‘removing the impediment’ — i.e., removing the thing that is preventing the soul from leaving the body and the patient from dying. The discussion began in the remarks of Rabbi Yehuda ben Shemuel HeHassid (the Pious), who lived in Germany in the twelfth century, in his book, Sefer Hassidim, para. 723 [145]. The following is what he says:

‘One may not cause a person not to die quickly; for example, if someone is dying, and there is someone near that house who is chopping wood and the person cannot die, the woodchopper should be removed from that place. And we do not put salt on his tongue to prevent his death, and if he is dying and he says that he cannot die until he is taken to a different place — he should not be moved from that place.’

And elsewhere he adds as follows (para. 234) [145]:

‘A dying person should not be given food because he cannot swallow, but we put water in his mouth… and we should not shout at him when the soul is leaving the body, so that the soul does not return and he suffers great pain. “There is a time to die” (Ecclesiastes 3, 2); why was it necessary to say this? When a person is dying and his soul departs, we do not shout at him so that his soul returns, for he can only live for a few days, and during those days he will suffer. And why did Scripture not say “There is a time to live”? Because this is not dependent on man for there is no control over the day of death.’

These remarks of the author of Sefer Hassidim were discussed at length in the first half of the sixteenth century by Rabbi Yehoshua Boaz ben Shimon Baruch (a victim of the Spanish expulsion of 1492 who went to Italy) in his book Shiltei Gibborim on the commentary of Rabbi Yitzhak Alfasi on the Babylonian Talmud. He stated (Shiltei Gibborim on Rabbi Yitzhak Alfasi, Babylonian Talmud, Tractate Moed Katan 26b [146]):

‘It follows that apparently one should forbid what several people have the practice of doing when a person is dying and the soul cannot depart, whereby they remove the pillow from under him so that he will die quickly, since they say that there are feathers of birds in the bed that prevent the soul from leaving the body. On several occasions I have protested against this bad practice but have been unsuccessful… and my teachers disagreed with me, and Rabbi Nathan of Igra, of blessed memory, wrote that it is permitted.

After a number of years I found support for my position in Sefer Hassidim para. 723, where it is written: ‘and if he is dying and he says that he cannot die until he is taken to a different place — he should not be moved from that place’.

It is true that the words of the Sefer Hassidim require close examination. For at the beginning of the passage he wrote that if someone is dying and there is someone near that house who is chopping wood and the soul cannot depart —we remove the woodchopper from there, which implies the opposite of what he wrote afterwards.

But this can be explained by saying that to do something which will cause the dying person not to die quickly is forbidden, such as chopping wood there in order to prevent the soul from departing, or putting salt on his tongue so that he does not die quickly — all of this is forbidden, as can be seen from his remarks there, and in all such cases it is permitted to remove the impediment. But to do something that will cause him to die quickly and his soul to depart is forbidden, and therefore it is forbidden to move a dying person from his place and put him elsewhere so that his soul may depart. And therefore it is also forbidden to put the keys of the synagogue under the pillow of the dying man so that he dies quickly, for this too hastens the departure of his soul.

According to this, if there is something that prevents his soul from departing, it is permitted to remove that impediment. This does not present any problem, for a person does not thereby put his finger on the candle and performs no act. But to put something on a dying person or to carry him from one place to another so that his soul departs quickly would certainly appear to be forbidden, since thereby he is putting his finger on the candle.’

On the basis of what is stated in Sefer Hassidim and Shiltei Gibborim, Rabbi Moshe Isserles ruled in his glosses to Rabbi Yosef Karo’s Shulhan Aruch (Yoreh Deah, 339, 1 [87]), as follows:

‘And it is forbidden to cause the dying person to die quickly, for example, if someone who is dying for a long time but cannot depart, it is forbidden to remove the pillow and cushion from underneath him, according to the belief of those who say that the feathers of certain birds cause this, and similarly he should not be moved from where he is; and it is also prohibited to put the keys of the synagogue underneath his head so that he departs.

But if there is something there which is impeding the departure of the soul, such as if there is a knocking noise near that house, like a woodchopper, or if there is salt on his tongue, and these are impeding the departure of the soul — it is permitted to remove it from there, for this does not involve any act at all, but he is removing the impediment.’

From the rulings cited, we can conclude that any positive action that hastens the death of the patient — such as disturbing the patient’s body by moving him or removing the pillow from beneath his head and the like — is forbidden. By contrast, it is permitted to  ‘remove the impediment’, i.e., to refrain from doing certain actions which prevent him from dying and delay the departure of the soul. In certain circumstances, where the pain and suffering of the patient should not be prolonged, not only is this permitted but it is even forbidden to take steps which would delay his natural death, as stated in Rabbi Yehuda ben Shemuel HeHassid’s Sefer Hassidim, 234 [145], cited above: ‘and we should not shout at him when the soul is leaving the body, so that the soul does not return and he suffers great pain’ (and see Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics [100], vol. 4, ‘Mercy Killing’, at pp. 23-29).

Jewish law experts of subsequent generations differed on the interpretation of the statements cited above, but this is not the place to elaborate on this (see Rabbi Yehiel Michel Epstein, Aruch HaShulhan, Yoreh Deah, 339 4 [144]). One of the major difficulties in applying the aforesaid principles derives from the fact that the examples given in the aforementioned sources and in other sources essentially have the character of folk remedies and beliefs that were common in those times. The task facing Jewish law experts in our time was therefore to translate and convert these examples to the procedures adopted and accepted by modern medicine, which in itself has led to widely-spread differences of opinion.

For example, Rabbi Hayim David HaLevy, the Chief Rabbi of Tel-Aviv-Jaffa, discusses the sources cited above, and towards the end of his remarks he says (Rabbi Hayim David HaLevy, ‘Disconnecting a Patient who has No Hope of Surviving from an Artificial Respirator’, in Tehumin, vol. 2, 1981, at p. 297 [147]):

‘Clearly we did not write all of the aforesaid in order to ascertain the law on feathers in a pillow or a grain of salt, but the law of the grain of salt that may be removed from the tongue of a dying man provides the perfect analogy to the artificial respirator. For the permission to remove the grain of salt is agreed and obvious in the opinion of all the arbiters of Jewish law, without any dissenter, and the main reason is explained as because this is merely removing the impediment. It has also already been explained that this grain of salt was placed on the tongue of the patient apparently in order to prolong his life, in the hope of finding a cure for his illness (see the commentary Bet Lehem Yehuda on Rabbi Yosef Karo, Shulhan Aruch). But when we see that he is dying, and the grain of salt is prolonging his pain in dying, it is permissible to remove it. Now we can see that the respirator is very similar, for the patient, when brought to the hospital in critical condition, is immediately connected to the artificial respirator, and he is kept alive artificially in an attempt to treat and cure him. When the doctors realize that there is no cure for his injury, it is obvious that it is permissible to disconnect the patient from the machine to which he was connected.

This is all the more so permitted, because all the patients considered in Jewish law literature are still breathing on their own, and notwithstanding this when it is seen that their souls wish to depart, but the grain of salt is preventing this, it is permitted to remove it and to allow them to die. This is even more the case today, when the patient who is connected to the artificial respirator cannot breathe at all on his own and his whole life is preserved merely by virtue of that machine… since patients who are connected to an artificial respirator are unconscious and in a vegetative state.

Moreover it appears to me that even if the doctors want to continue to keep them alive with the help of an artificial respirator, they are not allowed to do this. For has it not already been explained that it is forbidden to prolong the life of a dying person by artificial means, such as putting a grain of salt on his tongue or chopping wood, when there is no more hope that he will live. Admittedly, Jewish law literature speaks of a dying person who is breathing on his own, and therefore his pain is also great, whereas this is not the situation in the case under discussion, since he does not feel any pain or anguish. Nevertheless, it is my opinion that not only is it permitted to disconnect him from the artificial respirator, but there is even an obligation to do so, for the soul of the man, which is the property of the Holy One, blessed be He, has already been taken by Him from that man, since immediately when the machine is removed, he will die. On the contrary, by the artificial respiration we are keeping his soul in the body and causing it (the soul, not the dying person), anguish in that it cannot depart and return to its rest.

Therefore it seems to me that when you have reached a clear decision that leaves no room for any doubt whatsoever that this person has no further chance of being cured, it is permitted to disconnect him from the artificial respirator and you may do this without any pangs of conscience.

And may G-d, the Healer of all creatures, stand at your side and help you to bring a cure and healing to all those who need it.’

In a similar vein, see the responsum of Rabbi Eliezer Waldenberg, a recent leading arbiter in the field of Jewish medical law (Rabbi Eliezer Yehuda ben Yaakov Gedalia Waldenberg, Responsa Tzitz Eliezer, vol. 13, 89 [148]).

33. What is the definition of a  ‘dying person’ for whom it is permissible ‘to remove the impediment’? There are those who restrict the term ‘dying person’ in Jewish law to a defined period to such an extent that they are referring to a period when a person is expected to live no more than seventy-two hours (see Rabbi David J. Bleich, ‘Judaism and Healing’ in Halachic Perspectives [149], 1981, at p. 141). According to Rabbi Bleich the distinction between active speeding of death, which is forbidden, and a passive act, ‘removing the impediment’, applies only in a situation where the patient is a ‘dying person’, i.e., at most for a period of seventy-two hours before his death (ibid. [149], at p. 140). This is a minority opinion. By contrast, there are others who extend the principle of ‘removing the impediment’ and apply it not only to a ‘dying person’ but also to any ‘patient with regard to whom the doctors have given up hope and who is certainly going to die’. This approach is found, for example, in the remarks of the late Rabbi Ovadia Hadaya, who served as a member of the Great Rabbinical Court in Israel. His remarks are illuminating and the main points should be studied (Rabbi Ovadia Hadaya, Responsa Yaskil Avdi, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 40 [150]). First he states the opinion of the questioner who approached him:

‘Your honour writes that one should distinguish between a case where one does a positive act, such as the one which Rabbi Moshe Isserles described in Yoreh Deah, 339 1, of removing the pillow from beneath him, etc.; putting the keys of the synagogue under his head, etc.; but if one removes the impediment that hinders the departure of the soul — this is allowed. From this you wish to deduce that in our case he is not doing a positive act but is merely sitting passively, and it is permitted to prevent…. You also wrote that one should distinguish between a patient whose soul is already about to depart and a “dying person”, since most “dying persons” do die; this is not the case here, where he is not a “dying person” nor is he at the time when the soul is departing, and it is possible that even removing the impediment to speed up his death is forbidden, and he should be given the insulin, as long as he is not a “dying person”.’

At the beginning of his remarks, the questioner distinguishes between active euthanasia, which is forbidden, and ‘removing the impediment’, i.e., passive euthanasia, which is allowed. The case concerns an injection of insulin, where not giving the injection, which will cause the death of the patient, falls into the category of ‘removing the impediment’. But at the end of his remarks the questioner comes to the conclusion that since the patient under discussion was not in a condition defined as a  ‘dying person’ nor at the time that the soul is departing, it is forbidden to hasten his death even by ‘removing the impediment’.

In his response, Rabbi Hadaya disagreed with the second part of the questioner’s remarks:

‘I did not fully understand your last words. If we are dealing with a patient for whom the doctors have no hope and who will surely die, and he is suffering terrible pain, how can a state such as this not be considered similar to a “dying person”? If for a “dying person” who is like a living person in all respects we allow the removal of the impediment, then this is certainly so in this case, where all the doctors say that he will certainly die, which is worse than a  “dying person” — how can we not permit for him the removal of the impediment? Even though we accepted the principle that “One should never despair of Divine mercy”, removing the impediment was permitted for a “dying person” even though he is like a healthy person for all purposes, and we do not forbid it for the reason that “one should never despair of Divine mercy”.

The matter is simple. The statement that “One should never despair of Divine mercy” refers to praying for mercy only, for a person should continue to pray for the patient, even to the last moment — perhaps a miracle will occur and his prayer will be accepted. But a person must use his eyes, and if indeed we see that there is no hope that he will live, and we see that he is suffering greatly, we certainly should not rely on a miracle and cause him additional suffering by various medical treatments, for such a person is actively causing him to suffer. It is better to do nothing, not to cause him suffering actively by medical treatment, and to have faith in the mercy of G-d who revives the dead. But to rely on a miracle actively to cause him suffering — no-one has ever said such a thing!’

Therefore if a patient is terminally ill, and he is in a condition from which he will certainly die in the end and he is suffering terrible pain, it is permissible to refrain from giving him an insulin injection for we should not add to his suffering by administering medications, and a person who does this is ‘actively causing him to suffer’, i.e., he is actively causing him suffering which is forbidden in this special situation.

These remarks and the ‘analogy’ are illuminating. Just as it is prohibited to bring forward natural death by administering a treatment that actively hastens death, with one’s own hands, so too is it forbidden to give medical treatment to a terminally ill patient who will certainly die in the end, when the treatment causes him pain and suffering, and it involves actively causing him pain and suffering, causing pain with one’s own hands.

Rabbi Shelomo Zalman Auerbach ruled as follows (Rabbi Shelomo Zalman Auerbach, Responsa Minhat Shelomo, 91, anaf 24 [151]):

‘Many ponder over this question of treating a patient who is a “dying person”.

There are some who think that just as we desecrate the Sabbath for temporary life, so too are we obliged to compel the patient to do so, for he is not the owner of himself such that he may forgo even one moment.

But it is logical that if the patient is suffering great pain and torment or very acute emotional distress, I think that he must be given food and oxygen, even against his will, but it is permitted to refrain from medical treatments that cause the patient suffering if the patient so requests.’

34. This was also the ruling of Rabbi Moshe Feinstein, a leading author of responsa in recent times, and we will quote three of his responsa.

In one responsum (Rabbi Moshe Feinstein, Responsa Igrot Moshe, Yoreh Deah, Part 2, 174 [152]), various issues were considered with regard to heart transplants. Inter alia, the following problem was discussed (ibid., anaf 3):

 ‘With regard to something done by doctors, to keep alive someone from whom they wish to take an organ, so that he remains alive even though he would not otherwise be kept alive, by artificial means until the organ is ready to be transplanted to the patient.’

The question is, therefore, whether it is permitted to prolong the life of the patient donating the organ — although naturally he is no longer capable of living and prolonging his life is done artificially for a short time only — so that the organ may be transplanted, at the right time, into the body of the person who will receive it. Rabbi Feinstein answered this as follows:

‘It seems to me that, since this does not cure him but merely prolongs his life by a short time, if the temporary life that he will live as a result of the means employed by the doctors involve suffering — it is forbidden. For it is clear that this is the reason that it is permitted to remove something that impedes the departure of the soul… because of suffering.

… and since it is forbidden to do this for himself, it is surely forbidden to do this for the life of someone else.

And with regard to doctors who say that he does not feel pain any more, they should not be believed, because it is possible that they have no way of knowing this. For it can be understood that impeding the departure of the soul involves suffering even though it is not apparent to us.

And even if it is true that he will not suffer, then it is forbidden to stop treating the person from whom it is desired to take the organ, since this will prolong his life even for only an hour, and therefore it is clear that it is forbidden to do this.’

If prolonging the temporary life of someone who has no natural chance of living involves suffering, this prolonging of life is forbidden, for this is the idea underlying the principle of ‘removing the impediment’, which refers to someone whose life is being prolonged by a certain cause that prevents the departure of the soul, in which case it is permitted to remove it.

In this matter, Rabbi Feinstein dealt with a situation where the sole purpose for prolonging life was the benefit of another, who is to have the heart of the patient whose life is being prolonged transplanted into him, and not for the benefit of the patient himself. In the following responsum, Rabbi Feinstein reached the same conclusion even where life is being artificially prolonged for the patient himself and not for the sake of someone else.

In this responsum (Rabbi Moshe Feinstein, Responsa Igrot Moshe, Hoshen Mishpat Part II, 73 Anaf 1 [153]), Rabbi Moshe Feinstein was asked by two doctors ‘whether there are any patients who should not be given medical treatment to prolong their lives a little longer’.

First, Rabbi Feinstein discussed the sources in the Talmud and commentaries from which it appears that there may be ‘occasions when one should pray for a patient to die, such as when a patient is suffering greatly from his illness, and it is impossible for him to recover’.

Then he elaborated on this as follows:

‘With regard to such persons, where the doctors know that he cannot be cured and live, and he cannot continue to live in his condition of illness but without pain, but it is possible to give him medicine to prolong his life as it is now, with suffering — he should not be given any kinds of medicine; such persons should be left as they are.

But to give them medication that will cause death, or to perform any act that will shorten life even by one moment, is considered shedding blood.

They should rather do nothing.

But if there are medications that will ease the pain and not shorten his life by even a moment, these must be given, when he is not yet a “dying person”.

A dangerously ill patient who cannot breathe must be given oxygen even if he is in a condition that cannot be cured, for this alleviates his pain, for the pain of being unable to breathe is great pain, and oxygen alleviates it. But since it will not be clear if he dies, he should be given oxygen in small doses, each time for one or two hours, and when the oxygen runs out, they should ascertain whether he is still alive. They should give him more oxygen for an hour or two, continuously, until they see after the oxygen runs out that he is dead.

In this way there will be no stumbling-block or suspicion of causing death or medical negligence, even for the briefest of moments.’

Administering medications that shorten the patient’s life ‘even by one moment’, i.e., active euthanasia, is tantamount to spilling blood and is forbidden. However, a terminally ill patient who cannot be cured should not have his life prolonged by medication or other treatment if this extended life would be accompanied by pain which he is currently suffering. But oxygen should be given to this patient, since this alleviates his suffering.

With regard to this responsum, which was referred to Rabbi Moshe Feinstein by two doctors, we see in another responsum (ibid., 74 anaf 1 [153]) that he was asked to give —

‘a further clarification of the responsum that I wrote to Dr Ringel and Dr Jakobovits (printed above, number 73). In reality, I do not see the need for further explanation of this, for I do not understand where your honour sees any room for error. The ruling that I gave is clear and simple, that if the doctors do not know of any medication that will either cure the patient or merely alleviate his suffering, but can only prolong his life a little as it is with the pain, such medication should not be administered.’

He then adds the following guidelines and general principles:

‘But it is clear that if the medical treatment will help until they can find a more expert doctor than those treating the patient, and it is possible that by prolonging his life they will find a doctor who may know a treatment that will cure him — this medication should be given even if it does not alleviate his suffering but prolongs his life as it is with the suffering until they can bring that doctor.

There is no need to consult the patient about this, and even if the patient refuses, one should not listen to him. But one should try to persuade the patient to agree, because bringing a doctor against his will also involves a danger. But if he absolutely refuses to allow a physician to be brought, one should not listen to him.’

Moreover —

‘It is clear that if even the most expert doctors do not know how to cure this disease that the patient has, they should not administer medications that can neither cure, nor alleviate the suffering, and the patient should not be strengthened in order for him to suffer. Only if the patient can be alleviated by what the doctor gives him, he should given it to him…

But one should not rely, even on a large number of doctors, who say that there is nothing in the world that will cure him, but one should bring all the doctors that one can, even doctors who are less expert than those treating the patient, for sometimes less expert doctors may focus on the problem more than the greater experts.

For even in other matters, we find that sometimes the greater the expertise, the greater the mistakes (Babylonian Talmud, Tractate Bava Metzia, 96b). A simple matter may escape a greater expert, whereas a lesser expert may focus on the correct law. This is even more relevant in medical matters. It is particularly the case among doctors when it is not always so clear who is the greatest expert, and also a person may not be able to be cured by every doctor.’

At this point, Rabbi Feinstein leaves the question of choosing doctors and how many to consult, and he proceeds to discuss the implications of his previous responsum with regard to cases where it is permitted to refrain from prolonging life because of ‘quality of life’:

‘Afterwards, I became aware that your honour meant that since in this law we assess the “quality of life”, and allow the doctors to do nothing and not to treat a patient, one might fear… that they adopt this as a source to make further distinctions with regard to “quality of life”, i.e., that one need not treat someone who — G-d forbid — is an imbecile, or who — G-d forbid — was in an accident and has become comatose, and similar cases.

I really do not see any room to misconstrue my words and think that there is no obligation to cure an imbecile who becomes ill, or someone who is not entirely of sound mind whom wicked people call a vegetable, such that one should not treat them when they have any illness that does not cause them pain, and the treatment is to make them heal, so that they can live a long time.

It is certainly obvious and clear and well-known to every learned Jew and G-d-fearing person that we are obliged to treat and save, in so far as possible, every person, without regard to his intelligence or understanding.’

(See further on this issue the article of Rabbi Zvi Schechter, ‘To Him he turns in his anguish’, Bet Yitzhak, New York, 1986 [154], at pp. 104 et seq.).

In balancing the supreme value of the sanctity of life and the duty to give and receive medical treatment, on the one hand, and the principle of the quality of life, which allows or obliges us to refrain from prolonging life and the right of the patient to refuse medical treatment on the other hand, the principle of the quality of life does not include in any way the fact that the patient is mentally deficient, such as an imbecile or retarded person, or physically disabled, such as a paralyzed or comatose person. Indeed, this situation of a mental or physical defect is indeed a difficult issue, but it is not taken into account when balancing the aforementioned considerations. In Jewish law, the balance is between the sanctity of life, on the one hand, and the patient’s pain and suffering on the other hand, for every person irrespective of who or what he is.

35. As we have seen, some Jewish law authorities hold that it is permitted to refrain from prolonging a patient’s life in cases of pain or very acute mental distress, but there is no prohibition against prolonging it; and there are some who even think that it is a duty to prolong the life in certain cases, as long as the patient is defined as living (see Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4 (pre-publication copy) [100], ‘Close to death’, at pp. 56-58).

In the aforementioned responsum of Rabbi Hadaya, it was stated that one should refrain from administering the insulin in the case of a terminally-ill patient who is suffering pain; by contrast, as stated in the responsa of Rabbi Moshe Feinstein and Rabbi Shelomo Zalman Auerbach, one should continue to give oxygen in order to facilitate the patient’s breathing and alleviate his pain. This subject, with all its implications and aspects, has been considered in many other responsa, but this is not the place to elaborate; the following summary by Dr Steinberg will suffice:

‘According to the approach of those who hold that in certain cases it is permitted to refrain from prolonging life, or even that there is a prohibition against doing this — several limitations and conditions have been established as follows:

In principle, it is obligatory to continue all the treatments that fulfil all natural requirements of the patient, such as food, drink and oxygen, or treatments that are effective against complications that every other patient would receive, such as antibiotics for pneumonia, or blood in severe cases of bleeding. This must be done even against the patient’s wishes. By contrast, there is no obligation to administer treatment for the underlying disease or severe complications that will clearly cause the death of the patient if such treatment can only prolong his life somewhat, but there is no possibility that they will bring about a recovery or a cure, and this is certainly the case if the treatments will increase the pain and suffering, and this is certainly the case if the patient does not consent to them. These definitions include resuscitation, artificial respiration, surgery, dialysis, chemotherapy, radiation, etc.’ (Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics [100], ‘Close to death’, at pp. 57-58, and see, ibid., at pp. 58-64, for full details of the types of medical treatments and medicines, the stages of the terminal illness, and consideration for the wishes of the patient in his pain and suffering).

36. There is another distinction in Jewish law that may help determine what medical treatment falls into the category of  ‘removing the impediment’. Rabbi Shelomo Zalman Auerbach, one of the leading authorities of our generation, distinguishes between an ordinary medical procedure and one that is extraordinary. The following are his remarks (quoted in Dr Avraham S. Avraham, Nishmat Avraham, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 339, 4 [123], at p. 245):

‘We must distinguish between treatments that fulfil the patient’s natural needs, or which are accepted as ordinary, and treatments which are extraordinary. Thus, for example, if a patient is suffering from cancer that has spread throughout his body and he is near death, even though he has terrible paid and suffering, we may not stop or prevent him from receiving oxygen, or any food, or other nutritious liquid that he needs. If he is suffering from diabetes, one should not stop administering insulin so that he dies more quickly. One should not stop blood transfusions or any other medication, such as antibiotics, required for his treatment… However, there is no duty to treat such a patient if the treatment itself will cause additional suffering when the treatment is not ordinary, and all that can be expected is that his life is prolonged to some degree, without curing the underlying disease, especially if the patient does not consent due to the extreme pain or great suffering…

Similarly, with regard to a patient whose condition is hopeless, and who has stopped breathing or whose heart has stopped beating, there is no obligation to try to resuscitate him or to prolong his temporary life, if this will increase his suffering.’

A patient who is not competent to express his wishes

37. It should be noted that in Jewish law, there is no special extensive consideration of euthanasia in a case of a patient who is not competent to express his opinion and wishes (see infra, para. 61(b)(4)), a subject that has been discussed most extensively in other legal systems. The reason for this is clear and simple. In other legal systems, the premise is the individual autonomy of the patient, i.e., the patient’s wishes; and the cases where one does not take account of the patient’s wishes, i.e., the cases which involve  ‘compelling State interests’, as they are called in the law of the United States, are the exceptions to the rule (we will discuss these below). For this reason, there is a need for particular consideration of how and in what way we can establish the wishes of the patient in a case that he is incompetent, who can express his wishes, etc.. By contrast, the principles that govern the issue in Jewish law are mainly the objective supreme principles of the sanctity of life, the pain and suffering of the patient, the distinction between active and passive euthanasia, the consent or refusal of the particular patient, etc., and these must be decided according to the methods of reaching decisions in Jewish law, according to the criteria of  ‘Its ways are pleasant ways’, and ‘deciding according to reason and logic’, a task that is imposed, first and foremost, on the Jewish law authority, the doctor and the other parties that we have discussed (see Rabbi Moshe Feinstein’s responsum [120], dealing with the quality of life of a comatose patient, supra).

The values of a Jewish State — summary

38. In Judaism, there are quite a few supreme values and basic principles operating in the important, difficult and complex field of medical law: the sanctity of human life, based on the fundamental principle of the creation of man in the image of G-d; the cardinal rule of ‘And you shall love your fellow-man as yourself’; alleviating pain and suffering; the duty of the doctor to administer medical treatment and of the patient to receive it, and the right of the patient to refuse medical treatment; the case-law rule of ‘its ways are pleasant ways’ and  ‘the laws of the Torah shall be consistent with reason and logic’; and additional rules, such as these, that we have discussed above.

The premise in this important, difficult and complex field of medical law is the supreme value of the sanctity of life. This supreme value is, as stated, based on the supreme principle that man was created in G-d’s image, with all that this implies. Therefore, a standard for the worth of a person does not exist, nor can it exist; if the law for someone who is physically disabled is the same as for someone in full health, and the law for someone who is mentally defective is the same as the law for someone who is of sound mind, and the degree and extent of physical and mental health are not considered. Similarly, a standard for the length of a person’s life does not exist, nor can it exist; a moment of life is treated the same as a long life, and even when the candle flickers it still burns and gives light. Therefore, actively hastening death, shortening human life actively — even if it is called ‘mercy killing’ — is absolutely forbidden, even if it is done at the request of the patient. The important obligation is — in such cases — to alleviate the pain and suffering of the patient in every possible way.

The situation is different with regard to passive euthanasia — not prolonging life — which in Jewish law is called ‘removing the impediment’. Passive euthanasia is permitted and, according to some authorities — even obligatory, when taking into account the supreme value of alleviating pain and suffering, both physical and mental, the wishes of the patient, the severe consequences of forcing treatment on the patient against his will, and the various types of treatment — ordinary or extraordinary, natural or artificial, etc..

The same is the case with regard to the patient’s consent to medical treatment. In principle, medical treatment is an obligation both for the doctor and for the patient, and this obligation exists first and foremost when the medical treatment is required to save someone from mortal danger. Except for these special cases of saving someone from immediate mortal danger, provisos have been made to the principle in various cases, where the consent of the patient is required and medical treatment should not be administered against his wishes. These cases have become more numerous in our generation. The autonomy of the individual exists in Jewish law, in many different cases that we have discussed, where the consent of the patient is required for medical treatment and where he has the right to refuse to receive medical treatment. As we have seen, this concept developed to a large extent in Jewish law through the rulings of Jewish law authorities, as a result of the tremendous advances that have occurred in recent times in the means available to the medical profession and the way in which Jewish law authorities have confronted these. It frequently occurs therefore that it is not the doctor’s opinion that determines the issue of the patient’s suffering but the opinion of the patient being treated, whom it is forbidden to ‘cause pain actively’, and great importance is attached to the effect that treatment administered without the patient’s consent has on him: ‘the fact that we compel him endangers him’. This is the path of Jewish law, which develops and is creative in the course of adjudicating cases.

In all these questions and similar ones, we are witness to an ever-increasing number of Jewish law rulings, since there is a not insignificant number of disagreements in Jewish law on these difficult and terrible questions of the relationship of the sanctity of life and alleviating pain and suffering, both physical and mental, with all of their ramifications and variations, as is the normal and accepted practice in Jewish law.

The values of a democratic State with regard to this case

39. Now that we have reached this point, and we have considered the values of a Jewish State on the case before us, we must consider and study the details of this issue according to the values of a democratic State. For this purpose, we will examine the position in two countries included among western democracies; one — the United States on the American continent, and the other — Holland in continental Europe.

The United States

a.    The right to refuse medical treatment

40. The legal system of the United States recognizes the right of the patient to refuse medical treatment, with limitations that we will discuss below. The legal recognition of this right has undergone several stages. In the case of Karen Quinlan (Matter of Quinlan (1976) [40]) the right of privacy was considered as the legal source for the right of the patient to refuse medical treatment.

Karen Quinlan was 21 years old when she stopped breathing for a significant period of time. Because of a lack of oxygen, Karen suffered severe brain damage, and she entered a ‘persistent vegetative state’. A year passed after the incident, when Karen was still in a vegetative state, connected to an artificial respirator and fed by a tube. Karen’s father, after consulting his priest, applied to have Karen disconnected from the artificial respirator. The Supreme Court of New Jersey granted the application, stating:

‘We have no hesitancy in deciding… that no external compelling interest of the State could compel Karen to endure the unendurable, only to vegetate a few measurable months with no realistic possibility of returning to any semblance of cognitive or sapient life’ (ibid., at p. 663).

As stated, the court saw the right of privacy as the legal source for Karen having this right:

‘Although the Constitution does not explicitly mention a right of privacy, Supreme Court decisions have recognized that a right of personal privacy exists and that certain areas of privacy are guaranteed under the Constitution. Eisenstadt v. Baird, 405 U.S. 438, 92 S. Ct. 1029, 31 L.Ed. 2d 349 (1972); Stanley v. Georgia, 394 U.S. 557, 89 S.Ct. 1243, 22 L.Ed. 2d 542 (1969). The Court has interdicted judicial instruction into many aspects of personal decision, sometimes basing this restraint upon the conception of a limitation of judicial interest and responsibility, such as with regard to contraception and its relationship to family life and decision. Griswold v. Connecticut, 381 U.S. 479, 85 S. Ct. 1678, 14 L.Ed. 2d 510 (1965).

The Court in Griswold found the unwritten constitutional right of privacy to exist in the penumbra of specific guarantees of the Bill of Rights “formed by emanations from those guarantees that help give them life and substance”. 381 U.S. at 484, 85 S.Ct. at 1681, 14 L.Ed. 2d at 514. Presumably, this right is broad enough to encompass a patient’s decision to decline medical treatment under certain circumstances, in much the same way as it is broad enough to encompass a woman’s decision to terminate pregnancy under certain conditions. Roe v. Wade, 410 U.S. 113, 153, 93 S. Ct. 705, 727, 35 L.Ed. 147, 177 (1973)’ (ibid.).

The right of privacy does not appear expressly in the Constitution of the United States, and therefore the courts sought an additional legal source for the right of the patient to refuse medical treatment. In Superintendent of Belchertown State School v. Saikewicz (1977) (hereafter — the Saikewicz case [41]), the Supreme Court of the State of Massachusetts based the right of the patient to refuse medical treatment both on the right of privacy and on the common-law doctrine of informed consent. The following had already been said by Justice Cardozo in Schloendorff v. Society of New York Hospital (1914) [42], at p. 93:

‘Every human being of adult years and sound mind has a right to determine what shall be done with his own body; and a surgeon who performs an operation without his patient’s consent commits an assault, for which he is liable in damages.’

As stated, in the Saikewicz case [41], this doctrine, together with the right of privacy, was used as the legal basis whereby the court allowed the chemotherapy treatments to be terminated for a 67-year-old leukaemia patient who suffered from mental retardation.

By contrast, in the Matter of Storar (1981) [43], the New York Court of Appeals refused to base the right to refuse medical treatment on the right of privacy, but satisfied itself by relying on the doctrine of informed consent. This happened also in the case Matter of Eichner [43] (considered together with Matter of Storar [43]), where the court approved disconnecting an elderly man from an artificial respirator, after he had a heart attack in the course of a hernia operation and entered a vegetative state.

In 1985, when the same court that decided the case of Karen Quinlan was once again required to consider the same issue in the Matter of Conroy (1985) (hereafter — the Conroy case [44]), it held that the main legal source for the right to refuse medical treatment was the doctrine of informed consent, although the right to privacy might also be relevant to the matter:

‘While this right of privacy might apply in a case such as this, we need not decide that issue since the right to decline medical treatment is, in any event, embraced within the common-law right to self-determination’ (ibid., at p. 1223; emphasis added).

Similarly, in the case In re Estate of Longeway (1989) [45] the Supreme Court of the State of Illinois preferred to base the right to refuse medical treatment on the doctrine of informed consent rather than on the right of privacy:

‘Lacking guidance from the Supreme Court, we decline to address whether Federal privacy guarantees the right to refuse life-sustaining medical treatment… In the present case, we find a right to refuse life-sustaining medical treatment in our State’s common law and in provisions of the Illinois Probate Act’ (ibid., at p. 297).

The turning point with regard to the legal basis for the right to refuse medical treatment occurred when, for the first time, the issue reached the United States Supreme Court in Cruzan v. Director Missouri Department of Health (1990) [46]. Nancy Cruzan was 30 years old when she was lost consciousness as a result of a car accident and became comatose. Her respiration and heartbeat continued independently but her mental functioning was severely damaged. The doctors estimated that Nancy could continue living for 30 years; but when it became clear to her parents that there was no hope of her regaining consciousness, they applied to disconnect her from the means of artificial nutrition that fed her. When the case reached the United States Supreme Court, Nancy had been in a comatose state for a period of seven years.

The Supreme Court discussed the fact that the State courts had derived the right to refuse medical treatment from the doctrine of informed consent or the right to privacy or both of them together (ibid., at p. 2847); but the Supreme Court chose to base the right on the 14th Amendment of the American Constitution, which states:

‘Nor shall any State deprive any person of life, liberty, or property, without due process of law’ (emphasis added).

Thus, the right to refuse medical treatment was accorded express constitutional protection.

b.    Restrictions on the right to refuse medical treatment

41. The right to refuse medical treatment is not absolute. The United States Supreme Court said in Jacobson v. Massachusetts (1905) [47], at p. 26:

‘… the liberty secured by the Constitution of the United States to every person within its jurisdiction does not import an absolute right in each person to be, at all times and in all circumstances, wholly freed from restraint. There are manifold restraints to which every person is necessarily subject for the common good. On any other basis, organized society could not exist with safety to its members. Society based on the rule that each one is a law unto himself would soon be confronted with disorder and anarchy.’

Similarly, in the Cruzan case [46], at pp. 2851-2852, while recognizing the right to refuse medical treatment, the Supreme Court made it clear that the right is a relative one:

‘But determining that a person has a “liberty interest” under the Due Process Clause does not end the inquiry; whether respondent’s constitutional rights have been violated must be determined by balancing his liberty interests against the relevant State interests.’

The relative nature of the right to refuse medical treatment is expressed by the fact that it may yield to four interests called ‘compelling State interests’. These are: the preservation of human life, the prevention of suicide, the maintenance of the ethical integrity of the medical profession and the protection of innocent third parties who are dependent on the patient.

Before we consider, in brief, the nature of these interests, I would say the following. The use of the expression ‘compelling State interests’ is somewhat grating on the ears. It is appropriate to refer in this context to what we said, in a different matter, on the phenomenon that was accepted in the ancient Orient of enslaving a debtor to the creditor for failure to pay a debt. Under Jewish law, this enslavement was absolutely forbidden, by virtue of the principle of the freedom of man who was created in G-d’s image, and even entering the house of the debtor to collect the debt was forbidden. By contrast, as stated, the laws of the ancient Orient allowed such enslavement, but there was an exception to this:

‘It is interesting to discover from the Greek author Diodorus about the order of the Egyptian king Bocchoris at the end of the eighth century B.C.E. that put an end to enslavement for debt. The reason given by Diodorus for this is “enlightening”: as distinct from a person’s property that is designated for payment of his debts, “the bodies of citizens necessarily belong to the State, so that the State may derive benefit from the services which its citizens owe it, both in wartime and peacetime” (see in detail, The Liberty of the Individual, at p. 7, and the notes, ibid.)’ (PeRaH 1992 Society v. Minister of Justice [10], at p. 735).

This reasoning for the abrogation of the right of the creditor to enslave the body of the debtor — viz., that his body belongs to the State — is grating on the ears. Some of this grating is present in the expression ‘State Interests’ for the preservation of human life, and the like.

42. The interest in the preservation of human life has been recognized as the most important of the interests justifying the restriction of the patient’s right to refuse medical treatment. The following was said of this interest in the Cruzan case [46], at p. 2843:

‘We think a State may properly decline to make judgments about the “quality” of life that a particular individual may enjoy, and simply assert an unqualified interest in the preservation of human life to be weighed against the constitutionally protected interests of the individual.’

And in the Saikewicz case [41], at p. 425, the court said:

‘It is clear that the most significant of the asserted State interests is that of the preservation of human life.’

See also Foody v. Manchester Memorial Hosp. (1984) [48], at p. 718; Matter of Spring (1980) [49], at p. 123; Conroy [44], at p. 1223.

When attempting to balance the interest in the preservation of human life and the right of a person to refuse medical treatment, the court will weigh the degree of bodily invasion of the patient that is required for the medical treatment, and the likelihood that the treatment will succeed. The greater the bodily invasion of the patient and the smaller the chance of the treatment succeeding, the less the court will be inclined to force the treatment on the patient, and vice versa. As the court said in the case of Karen Quinlan:

‘The nature of Karen’s care and the realistic chances of her recovery are quite unlike those of the patients discussed in many of the cases where treatments were ordered. In many of those cases the medical procedure required (usually a transfusion) constituted a minimal bodily invasion and the chances of recovery and return to functioning life were very good. We think that the State’s interest Contra weakens and the individual’s right to privacy grows as the degree of bodily invasion increases and the prognosis dims. Ultimately there comes a point at which the individual’s rights overcome the State interest’ (the Quinlan case [40], at p. 664).

The court will also consider the pain and suffering caused to the patient as a result of the medical treatment and the risk involved in the medical treatment. That was applied in the Saikewicz case [41] which concerned the administration of chemotherapy treatments to a retarded 67-year-old leukaemia patient. The court discussed the suffering that would be caused to the patient as a result of the treatment and the patient’s inability to understand the reason for this suffering:

‘These factors in addition to the inability of the ward to understand the treatment and the fear and pain he would suffer as a result outweighed any benefit from such treatment, namely, the possibility of some uncertain but limited extension of life’ (the Saikewicz case [41], at p. 419; emphasis added).

The court also noted that the chemotherapy treatment was also likely to affect healthy cells and expose the patient to various infections, that the treatment is effective only in 30-50% of cases, and that it can stop the spread of the disease for a period of two to thirteen months on average only. Therefore, the court concluded that the chemotherapy treatment should not be forced on the patient.

‘It is clear that the most significant of the asserted State interests is that of the preservation of human life. Recognition of such an interest, however, does not necessarily resolve the problem where the affliction or disease clearly indicates that life will soon, and inevitably, be extinguished. The interest of the State in prolonging a life must be reconciled with the interest of an individual to reject the traumatic costs of the prolongation. There is a substantial distinction in the State’s insistence that human life be saved where the affliction is curable, as opposed to the State interest where, as here, the issue is not whether but when, for how long, and at what cost to the individual that life may be briefly extended’ (ibid., at pp. 425-426).

Similarly, it was held that a 77-year-old diabetes patient should not be compelled to amputate her right leg despite the fact that it became gangrenous (Lane v. Candura (1978) [50]).

By contrast, the same factors have led courts, in the appropriate circumstances, to compel a patient to accept medical treatment against his will. Thus, in Jacobson [47], the court held that a person may be compelled to be vaccinated against a contagious disease. In another case, it was held that a woman, who belonged to a certain religious sect, may be compelled to receive a transfusion. The woman refused to receive the transfusion for religious reasons, but the Court compelled her to receive the treatment since it was a simple, ordinary treatment, necessary for saving her life, after determining that the woman wished to continue living: Application of President & Director of Georgetown Col. (1964) (hereafter — the Georgetown case [51]).

43. The interest in preventing suicide is related to the interest of preserving human life, and as to its purpose —

‘… the underlying State interest in this area lies in the prevention of irrational self-destruction’ (the Saikewicz case [41], at p. 426, note 11; emphasis added).

Notwithstanding, with regard to terminally ill patients, the court in the Saikewicz case [41] noted that the interest in preventing suicide is likely to yield to the right of the patient to refuse medical treatment because the motive for the refusal is not necessarily the desire to die:

‘In the case of the competent adult’s refusing medical treatment, such an act does not necessarily constitute suicide since (1) in refusing treatment the patient may not have the specific intent to die, and (2) even if he did, to the extent that the cause of death was from natural causes the patient did not set the death producing agent in motion with the intent of causing his own death… Furthermore, the underlying State interest in this area lies in the prevention of irrational self-destruction. What we consider here is a competent, rational decision to refuse treatment when death is inevitable and the treatment offers no hope of cure or preservation of life’ (ibid.; emphasis added).

The maintenance of the ethical integrity of the medical profession

44. An additional important interest justifying a restriction of the patient’s right to refuse medical treatment is the interest in the maintenance of the ethical integrity of the medical profession. The whole of the medical profession is designed merely to cure the sick and preserve life:

‘The medical and nursing professions are consecrated to preserving life. That is their professional creed. To them a failure to use a simple established procedure would be malpractice…’ (John F. Kennedy Memorial Hospital v. Heston, (1971) [52], at p. 673).

In order not to blur the ethical boundaries that bind doctors, and in order to allow the doctor to exercise his discretion in each case that he confronts, it is appropriate that the right of the patient to refuse medical treatment is sometimes restricted by the interest in the maintenance of the ethical integrity of the medical profession:

‘The last State interest requiring discussion is that of the maintenance of the ethical integrity of the medical profession as well as allowing hospitals the full opportunity to care for people under their control’ (the Saikewicz case [41], at p. 426).

But, with regard to terminally ill patients, there are some who think that medical ethics do not require the prolonging of life at any cost, and therefore, in such cases, there is no reason why the patient’s right to refuse medical treatment should yield to the interest in the maintenance of the ethical integrity of the medical profession:

‘… physicians distinguish between curing the ill and comforting and easing the dying; that they refuse to treat the curable as if they were dying or ought to die, and that they have sometimes refused to treat the hopeless and dying as if they were curable’ ( Matter of Quinlan [40], at p. 667).

‘The force and impact of this interest is lessened by the prevailing medical ethical standards… Prevailing medical ethical practice does not, without exception, demand that all efforts toward life prolongation be made in all circumstances’ (the Saikewicz case [41], at p. 426).

Active euthanasia and passive euthanasia; distinguishing between types of treatment

45. In order to reach clear boundaries as to when the patient’s right to refuse medical treatment is restricted by the interest in the maintenance of the ethical integrity of the medical profession, the courts have relied the following three distinctions: a distinction between active euthanasia and passive euthanasia; a distinction between refraining from acting to prolong life and discontinuing acts that prolong life (cf. our remarks, in the chapter on euthanasia, at para. 29, supra); and a distinction between ordinary treatment and extraordinary treatment.

a.     Active euthanasia is forbidden and constitutes a criminal offence in the whole of the United States. An attempt to pass legislation recognizing the possibility of active mercy killing in the States of California and Washington between 1988 and 1992 failed, if only by a narrow majority (see Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4 (pre-publication copy) [100], ‘Close to death’, at p. 94).

Notwithstanding, some exceptions have been discovered in the United States with regard to active mercy killing. Dr Steinberg says in this regard (ibid., [100]) that:

‘It was publicized that the American pathologist Dr Jack Kevorkian invented a “suicide machine”, through which twenty people committed suicide between 1990 and 1993 in the State of Michigan, until a law was passed prohibiting mercy killing and assisting mercy killing. The first patient who committed suicide with the help of this doctor was an Alzheimer’s patient called Janet Adkins, on June 4, 1990…

This doctor, who was nicknamed “Doctor Death”, was tried and acquitted twice in a court in the State of Michigan, but his methods aroused widespread public opposition. It should be emphasized that this is a doctor without any experience as a clinical doctor, without any professional ability to verify the medical data of the patients and without any professional control over the seriousness of the intentions of those asking to die with his active assistance.’

Another phenomenon (ibid. [100]):

‘An entire book devoted to advice about suicide (D. Humphry, Final Exit, The Hemlock Society, 1991) was published in the United States, containing propaganda in support of assisted suicide, encouraging patients to commit suicide and practical advice on how to do this. The book was subject to damning and severe criticisms, since beyond the basic ethical debate, the book contains serious moral and social defects — it does not address itself only to terminally ill patients; it is vulgar, and it is has a bad influence on all sorts of people, particularly teenagers, who have suicidal tendencies.’

b. An additional distinction is between refraining from doing an act to prolong life, which is permissible, and discontinuing and act that prolongs life, which is forbidden. It is illuminating to note how similar this distinction is to the distinction that exists in Jewish law between and act which amounts to ‘removing an impediment’ and an acts that is otherwise. We will return to this later.

It should be noted that the Supreme Court of the State of New Jersey rejected this distinction in the Conroy case [44]. In that case, the nephew of a 94-year-old patient applied for her to be disconnected from an artificial feeding machine to which she was connected. The patient suffered from severe brain damage and did not respond to speech, but she was capable of moving her head, neck, and arms, and she used to smile when her hair was combed. The court said in that case:

‘Thus, we reject the distinction that some have made between actively hastening death by terminating treatment and passively allowing a person to die of a disease as one of limited use…’ (ibid., at pp. 1233-1234).

‘… would a physician who discontinued nasogastric feeding be actively causing her death by removing her primary source of nutrients; or would he merely be omitting to continue the artificial form of treatment, thus passively allowing her medical condition, which includes her inability to swallow, to take its natural course?’ (ibid.).

‘… it might well be unwise to forbid persons from discontinuing a treatment under circumstances in which the treatment could permissibly be withheld. Such a rule could discourage families and doctors from even attempting certain types of care and could thereby force them into hasty and premature decisions to allow a patient to die’ (ibid.).

c.     The last distinction made by the courts in the United States is the distinction between ordinary treatment and extraordinary treatment. The more ‘ordinary’ the treatment, the greater the State interest in compelling it, and vice versa:

‘The decision whether to discontinue life-sustaining measures has traditionally been expressed by the distinction between ordinary and extraordinary treatment… Under the distinction, ordinary care is obligatory for the patient to accept and the doctor to provide, and extraordinary care is optional’ (Foody [48], at p. 719).

Ordinary treatment, as opposed to extraordinary treatment, is defined as follows (ibid., quoting Kelly, Medico-Moral Problems (1959) at p. 129):

‘Ordinary means are all medicines, treatments and operations which offer a reasonable hope of benefit and which can be obtained and used without excessive expense, pain or other inconvenience. Extraordinary means are all medicines, treatments and operations which cannot be obtained or used without excessive expense, pain or other inconvenience, or if used, would not offer a reasonable hope of benefit.’

The protection of third parties

46. The fourth and last interest which may cause the patient’s right to refuse treatment to yield is the interest in the protection of third parties who are dependent on the patient:

‘When the patient’s exercise of his free choice could adversely and directly affect the health, safety or security of others, the patient’s right of self-determination must frequently give way.’ (the Conroy case [44], at p. 1225).

In the United States, great weight has been attached to this interest when the patient has dependent children. As the court said in the Saikewicz case [41], at p. 426:

‘… one of the interests requiring protection was that of the minor child in order to avoid the effect of “abandonment” on that child as a result of the parent’s decision to refuse the necessary medical measures.’

(And see also the Georgetown case [51], at p. 1008).

There have also been some who gave weight to this interest in the case of a pregnant woman who refuses medical treatment (Jefferson v. Griffin Spalding Cty Hospital Auth. (1981) [53]).

The right of a minor/incompetent to refuse medical treatment

47. The right to refuse medical treatment exists also for the minor and the incompetent. Its source was discussed in the Cruzan case [46], at p. 2852, and in other sources; but this is not the place to elaborate.

The problem with regard to minors and incompetents, if it may be described as such, is a procedural problem: how and in what way can one know that the minor or incompetent wish to exercise their right to refuse medical treatment? Three issues arise in this respect: a. The test for determining the wishes of the minor or the incompetent; b. The standard of proof needed to prove these wishes; c. The competent body for determining the wishes of the minor or the incompetent.

48. In the United States, two standards are used for determining the wishes of the minor: the ‘substituted judgment standard’ and the ‘best interests standard’. According to the first standard, an attempt is made to discover the wishes of the particular patient. The second standard establishes what is best and proper for the patient, and it does not purport necessarily to express the wishes of the particular patient.

The substituted judgment standard is applied most typically when the incompetent (this is not relevant to minors) had made a ‘living will’, i.e., a document made by the patient before he became incompetent, in which he expressed his refusal to accept medical treatment (see, for example, John F. Kennedy Hospital v. Bludworth (1984) [54]). Sometimes the courts are prepared to assess the patient’s wishes, even if he never expressed his wishes, by relying on the preferences of ‘the reasonable person’:

‘If preferences are unknown, we must act with respect to the preferences a reasonable, competent person in the incompetent’s situation would have’ (the Saikewicz case [41], at p. 430, note 15).

Thus the ‘substituted judgment standard’ comes close to the ‘best interests standard’. The best interests of the minor, according to this standard, are decided by examining the advantages that the patient will derive from the medical treatment against the burden suffered by the patient as a result of the treatment (see Barber v. Superior Court of Cal. (1983) [55]). The following was said in the Conroy case [44], at p. 1232:

‘… the net burdens of the patient’s life with the treatment should clearly and markedly outweigh the benefits that the patient derives from life. Further, the recurring, unavoidable and severe pain of the patient’s life with the treatment should be such that the effect of administering life sustaining treatment would be inhumane’ (emphasis added).

The reasoning of the court in Conroy (ibid., at p. 1231) is interesting:

‘We recognize that for some incompetent patients it might be impossible to be clearly satisfied as to the patient’s intent either to accept or reject the life-sustaining treatment. Many people have spoken of their desires in general or casual terms, or, indeed, never considered or resolved the issue at all. In such cases, a surrogate decision-maker cannot presume that treatment decisions made by a third party on the patient’s behalf will further the patient’s right to self-determination, since effectuating another person’s right to self-determination presupposes that the substitute decision-maker knows what the other person would have wanted. Thus, in the absence of adequate proof of the patient’s wishes, it is naive to pretend that the right to self-determination serves as the basis for substituted decision-making.

We hesitate, however, to foreclose the possibility of humane actions, which may involve termination of life-sustaining treatment for persons who never clearly expressed their desires about life-sustaining treatment, but who are now suffering a prolonged and painful death. An incompetent, like a minor child, is a ward of the state, and the state’s parens patriae power supports the authority of its courts to allow decisions to be made for an incompetent that serve the incompetent’s best interests, even if the person’s wishes cannot be clearly established. This authority permits the state to authorize guardians to withhold or withdraw life-sustaining treatment from an incompetent patient if it is manifest that such action would further the patient’s best interests in a narrow sense of the phrase, even though the subjective test that we articulated above may not be satisfied’ (emphasis added).

See and cf. again the remarks of Diodorus cited in para. 41, supra.

49. The issue of the quantity of evidence necessary for proving the wishes of the minor/incompetent arises only in connection with the ‘substituted judgment standard’, since the ‘best interests standard’ does not purport, as stated, to establish these wishes. In this respect, American legal literature refers to three standards of proof: beyond all reasonable doubt, similar to the standard of proof in criminal cases; preponderance of the evidence, similar to the standard of proof in civil cases; and an intermediate standard — a demand for clear and convincing evidence (see D. F. Forre, ‘The Role of the Clear and Convincing Standard of Proof in Right to Die Cases’. 8 (2) Issues in Law and Medicine, 1992, at pp. 183-185).

On this issue, there is no uniformity in the legal position in the various States of the United States. Each State follows its own statutes and case-law. In the Matter of Eichner, which was considered together with Storer [43], supra, and which was brought before the Court of Appeals of New-York, an 83-year-old patient had been a member of a Christian religious order for 66 years. Father Eichner, the head of the religious order, applied to disconnect the patient from the artificial respirator to which he was connected. He claimed that the patient had expressed his opinion on several occasions that he did not want his life prolonged by means of any treatment that was not ordinary, such as being connected to an artificial respirator. The court granted the request, after finding there was a sufficient body of evidence for this desire of the patient.

In the Matter of Spring [49], the court relied on the opinion of the patient’s wife and his son as to the patient’s expected wishes to refrain from medical treatment, although it had no evidence as to the actual wishes of the patient. By contrast, in the Matter of Westchester County Med. Ctr. (1988) [56], the New-York Court of Appeals refused to follow this approach and ordered — against the wishes of the family of the patient — a 77-year-old patient to be connected to feeding tubes. The court said in that case (ibid., at p. 13):

‘… it is inconsistent with our fundamental commitment to the notion that no person or court should substitute its judgment as to what would be an acceptable quality of life for another. Consequently, we adhere to the view that, despite its pitfalls and inevitable uncertainties, the inquiry must always be narrowed to the patient’s expressed intent, with every effort made to minimize the opportunity for error’ (emphasis added).

50. The dispute as to the standard of proof required for ascertaining the wishes of a minor or an incompetent was considered in the Cruzan case [46], where the Supreme Court approved the requirement of clear and convincing evidence:

‘A State may apply a clear and convincing evidence standard in proceedings where a guardian seeks to discontinue nutrition and hydration of a person diagnosed to be in a persistent vegetative state. We note that many courts which have adopted some sort of substituted judgment procedure in situations like this, whether they limit consideration of evidence to the prior expressed wishes of the incompetent individual, or whether they allow more general proof of what the individual’s decision would have been, require a clear and convincing standard of proof for such evidence’ (ibid., at pp. 2854-2855).

As a result of this judgment, the ‘living will’ became the guide for determining the wishes of a patient who is an incompetent. In 1989, a statute was adopted in the United States that requires almost every hospital to provide patients who come to the emergency room with a ‘living will’ form that the patient can complete (Patient Self-Determination Act, 1989). Use of this form — called the Danforth Form after the senator who submitted it for consideration by the Government — became compulsory in 1992 (Senate Bill 1776, 101st Congress, 1st Session).

51. With regard to the body that is competent to determine the wishes of the minor or incompetent, the court in the Cruzan case [46] relied on the possibility of appointing someone — a relative or another person — who would investigate the wishes of the patient and act as a kind of guardian for the patient in this matter (ibid., at p. 2855).

The relevant literature indicates the factors that the court should consider when deciding on the appointment of a ‘decision-maker’ for the patient. Alan Meisel emphasizes the question of the relevance of the ‘decision-maker’: A. Meisel, The Right to Die, 1989, with cumulative supplement, 1991). A commission appointed by the President of the United States discussed the advantages of appointing a family member:

‘1.          The family is generally most concerned about the good of the patient.

2.            The family will usually be most knowledgeable about the patient’s goals, preferences and values.

3.            The family deserves recognition as an important social unit that ought to be treated, within limits, as a responsible decisionmaker in matters that intimately affect its members.

4.            Especially in a society in which many other traditional forms of community have eroded, participation in a family is often an important dimension of personal fulfillment.

5.            Since a protected sphere of privacy and autonomy is required for the flourishing of this interpersonal union, institutions and the state should be reluctant to intrude, particularly regarding matters that are personal and on which there is a wide range of opinion in society’ (President’s Commission for the Study of Ethical Problems and Biomedical and Behavioral Research, Deciding to Forego Life-Sustaining Treatment, at p. 28).

In the Cruzan case [46], the court approved the appointment of a family member as a decision-maker for the patient:

‘We also upheld the constitutionality of a state scheme in which parents made certain decisions for mentally ill minors… A decision which allowed a state to rely on family decisionmaking’ (ibid., at p. 2855).

Nonetheless, the court discussed the difficulties that could arise with regard to such an appointment:

‘But we do not think the Due Process Clause requires the state to repose judgment on these matters with anyone but the patient herself… There is no automatic assurance that the view of close family members will necessarily be the same as the patient’s would have been had she been confronted with the prospect of her situation while competent’ (ibid., at 2855-2856).

Hospital ethics committees

52. It is worth noting in this context that, in the United States, hospital ethics committees now operate on a regular basis to help interested parties decide questions relating to the matter under discussion. Only when differences arise between the parties do they apply to the courts for the court to decide the matter (see the Saikewicz case [41], at p. 424).

Meisel, in The Right to Die, discussed the advantages of the activity of the ethics committees — in comparison with the courts. The most important advantage, according to Meisel, is the cooperation between the family members, friends and the doctors treating the patient on the one hand and other doctors, religious leaders, legal advisers, philosophers and psychologists on the other. On a question that involves a mixture of law and ethics, medicine and psychology, religion and philosophy, it is appropriate that all the experts should take part. Other advantages mentioned by Meisel that should be mentioned are: protecting the privacy of the patient and his family members, keeping the matter away from the media, the speed of the proceeding and saving the costs of the court system.

The existence of such ethics committees, which are subject to judicial review where differences of opinion arise, would appear to have quite a few advantages. The competent authorities in Israel should therefore study this matter and give it their attention, in order to discover the different aspects of it.

Holland

53. Holland is the only western democracy where active mercy killing is officially and openly practiced. Initially, the courts and the Royal Society for the Advancement of Medicine drafted detailed guidelines, which, if complied with, allowed a doctor who actively carried out a mercy killing to be forgiven, despite the prohibition at law. These were:

‘The patient himself declares that his physical and mental suffering is unbearable; the patient himself requests and agrees to this action, when he has all his faculties; the pain and the desire to die are fixed and constant; the consent of the patient to the act of killing is given freely, informed and consistent; the patient understands his condition, the alternatives available to him and the significance of the decision; the doctor and the patient agree that the illness is incurable, and is accompanied by great pain; other attempts have been made to alleviate the pain and suffering, but no other solution has been found that is acceptable to the patient; an additional doctor agrees with these findings; only the doctor, and no other agent, will carry out the killing; the act will not cause others suffering beyond what is necessary; the decision and implementation will be performed with maximum caution; the facts and the decision-making process will be recorded and clearly documented; in cases involving children — the parents’ consent is effective in the same conditions’ (Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4 (pre-publication copy) [100], ‘Close to death’, at p. 92).

Only at the beginning of 1993 did the Dutch parliament pass a statute recognizing active mercy killing when the conditions set out in the above guidelines are fulfilled. Regrettably, the recognition of active mercy killing, even under these restrictive conditions, has led in Holland to the realization of the danger of the ‘slippery slope’:

‘The number of those killed in this manner is not known for certain. But according to various surveys, it ranges between 5,000 and 10,000 people every year.

Indeed, within a few years after Holland started along this path, a variety of serious deviations have occurred — only a small minority of the activity is reported as required; there have been cases of killings of minors and children born with defects, even without their parents’ consent; mercy killings have been carried out on unconscious patients; in many cases the decision was made by a single doctor, without the participation and consultation of another doctor. There are some who claim that euthanasia in Holland is completely out of control, and that there are hundreds and thousands of cases of mercy killings without the consent of the patient and without any report to the authorities. Moreover, the outlook of the supporters of active euthanasia in Holland has changed from a position that recognizes and allows such an action to a position that regards the doctor’s compliance with such a request as a moral obligation to end an useless life’ (ibid. [100], at pp. 93-94).

Israeli case-law on issues of medical law before the Basic Law: Human Dignity and Liberty

54. After examining the issues in this case as reflected in the values of a Jewish State and the values of a democratic State, it is proper to discuss, first and foremost, the possibility of finding a synthesis between Jewish and democratic values, as we are required to do by in applying the issues discussed in this case, in order to comply with what is stated in sections 1 and 8 of the Basic Law: Human Dignity and Liberty require of us. But before we consider this, we should first consider the rulings of the court, at all levels, in the field of medicine, Jewish law and civil law, and from this we will discover the enlightening phenomenon that the tendency to rely on Jewish values in this field was accepted in most of the decisions even before the Basic Law: Human Dignity and Liberty came into effect. Let us consider several examples.

The Zim case

CA 461/62 Zim Israeli Shipping Co. Ltd v. Maziar (hereafter — the Zim case [19]) the question considered was the validity of an ‘exclusion clause’, that appeared on Zim’s tickets, which exempted the Zim company from all damage caused to passengers while on board by the company’s negligence. Mrs Mazier became sick as a result of spoiled food she was served while on board the ship. The court held that the exclusion clause was contrary to public policy and void. The late Vice-President, Justice Silberg, said, at p. 1332 {132}:

‘We have reviewed the English and American case-law on the legal issue before us, we have seen the fundamental differences in their moral approaches to the problem in this case, and the question is which path should we, as Israeli judges, choose: should we follow the inflexible English case-law, which says that the contract should be strictly applied, or should we choose — at least with regard to an injury to human life or health — the more liberal rule adopted by American case-law?

It seems to me that we should adopt the American rule.

But in doing so, we are not adopting a ‘foreign’ child, but we are instead reaching legal conclusions that are deeply entrenched in the Jewish consciousness.

And if someone asks in the future: how can it be legitimate to impose our outlook on a law that originates in Turkish legislation? The answer is that the rule that one can void a contract because it is contrary to public policy is derived from s. 64(1) of the Ottoman Civil Procedure Law, but the answer to the question of what is public policy must be found in our moral and cultural outlooks, for there is no other source for such ‘policy’.’

Justice Silberg then went on to consider the supreme value of human life in Judaism (ibid., at p. 1333 {132-133}):

‘Since time immemorial, Judaism has glorified and elevated the important value of human life. The Torah is not a philosophical system of ideas and beliefs, but a living Torah — about life and for life. “Which man shall do and by which he shall live” (Leviticus 18, 5); “by which he shall live — but not by which he shall die” (Babylonian Talmud, Tractate Yoma, 85b); there are countless verses in which the causal connection between the Torah and life is emphasized, such as: “Keep My commandments and live!” (Proverbs 4, 4); “He is righteous; he shall surely live” (Ezekiel 18, 9); “Who is the man who desires life…” (Psalms 34, 13), etc.

Clearly, Judaism also does not regard life as the highest value. There are higher purposes and more lofty ideals, for which it is worthwhile — and we are commanded — to sacrifice our lives. Witnesses of this are the hundreds of thousands of Jews who gave up their lives in all countries and in all periods of time to sanctify G‑d’s name. But within the normal framework of communal life, and on the scale of priorities of the Torah, life is the most sacred asset, and the preservation of life overrides everything else that is sacred, including, without doubt, the sanctity of contracts. “There is nothing that can stand in the way of saving life, except for the prohibitions of idolatry, sexual immorality and bloodshed” (Babylonian Talmud, Tractate Ketubot, 19a); “For it [the Sabbath] is holy for you — it is given to you, but you are not given to it” (Babylonian Talmud, Tractate Yoma, 85b).

There is nothing that Jewish morality abhors more than the taking of life. King David was punished, and G-d said to him: “You shall not build a house for My name, for you are a man of battles and have shed blood” (I Chronicles 28, 3); “A court — even a competent and authorized court — that carries out an execution once in seven years is called a destructive court” (Babylonian Talmud, Tractate Makkot, 7a). Isaiah and Micah prophesied: “Nation shall not take up a sword against nation; nor shall they again train for war” (Isaiah 2, 4; Micah 4, 3). Does this not amount to a profound abhorrence and repugnance towards bloodshed, since ancient times?

Of course, it is not easy to take these lofty ideals and create from them actual legal formulae. But when the decisive question about the legal conclusion is a question of basic beliefs — what is “good” and what is “bad”, what is “the public good”, and what is not “the public good” — we may, and we must, draw precisely on these ancient sources, for only these that faithfully reflect the basic outlooks of the Jewish nation as a whole.’

Similarly, in the Zim [19] case, the late Justice Witkon stated (ibid., at p. 1337 {138}):

‘… no one questions the criterion of the sanctity of life, and I would say this is one of those accepted principles that require no proof. Everywhere, irrespective of religion and nationality, human life is regarded as a precious possession that must be protected very vigilantly. This is an universal principle and a principle of the Jewish people, as my colleague Justice Silberg has shown in his opinion.’

From two possible approaches on the issue of the content of ‘public policy’ practised by two Western legal systems, the court has chosen the approach that is consonant with ‘our moral and cultural beliefs’, i.e., those of Jewish tradition — ‘that are deeply entrenched in the Jewish consciousness’. This is a synthesis between Jewish values and democratic values, which entered Israeli law not by means of a binding mandate of the legislator, but from wise and correct interpretation according to the cultural-historical principles of the legal system. This is all the more so the correct interpretation today, now that the synthesis between the Jewish and democratic values of the State of Israel have become a binding constitutional provisions of the legal system in the State of Israel.

In another matter, the ‘kidney case’ (Attorney General v. A [16]), we considered the question of the consent of an incompetent to the removal of a kidney from his body for it to be transplanted into his father’s body or an incompetent’s consent to donating a kidney to his father. We conducted a broad survey of the position of Jewish law on the issue (ibid., at pp. 677-684). The major points were discussed in our remarks above (paras. 25, 27).

In CA 518/82 Zaitsov v. Katz [20], the issue was whether under the law of torts one may sue a doctor who was negligent in giving advice about genetics to the parents of a child; the child was born with a hereditary disease, and he was only born as a result of the negligence, since were it not for that negligence, the parents would not have brought the child into the world; Jewish law was relied upon in that decision (ibid., at pp. 95, 128). But this is not the place to elaborate.

The Kurtam case

55. Of great importance to our case is the decision of this court in CrimA 480/85 Kurtam v. State of Israel [21], in which there arose —

‘The difficult question, in what cases, if at all, may a doctor carry out an operation on a person against his will, when the doctor is convinced that it is essential for saving the life of that person’ (ibid., at p. 681).

In the opinion of Justice Bach, ibid., at pp. 681-682:

‘It cannot be ignored that, at least in English and American case-law, the principle that a person has control over his body has been accepted and entrenched, and it is not possible to give him physical treatment, and certainly not to operate on his body, against his will and without obtaining his consent…

It follows that a doctor may not perform an operation against the patient’s will, even if in the doctor’s opinion this is necessary for saving the patient’s life.’

The exceptions to the rule are, according to Justice Bach’s opinion at p. 683, the following:

‘Several exceptions are recognized in Anglo-American case-law, and these are the main ones:

I.            When the patient is unconscious or is incapable, for any other reason, of adopting an independent position with regard to the proposed surgery or of giving expression to his will, and there no other authorized person to give his consent to the proposed operation…

In such a case, when the doctor thinks that an immediate operation is essential for saving life, this may be regarded as a ‘situation of emergency’, which justifies the performance of the operation, and the patient is deemed to have given implied consent to the operation.

II.           The same is true in cases where it is clear to the doctor that the patient brought to him tried to commit an act of suicide. In such cases, the court assumes that the person involved acted in a disturbed state and without balanced judgment, and will in truth be pleased later when he finds out that his life was saved… This assumption may not be justified by the facts in all cases, but doctors act in these cases in order to intervene and save the life of the attempted suicide, and it should not be expected that the court will criticize this.

III. When the life of a minor can be saved only by surgery and the parents refuse to consent to the operation, for no reasonable cause.’

Another exception is with regard to a prison inmate, under the provisions of the law, that when —

‘The doctor determines that there is a danger to the health or life of a prison inmate and the prison inmate refuses to accept the treatment prescribed by the doctor, it is permitted to exercise the requisite amount of force in order to carry out the doctor’s orders’ (reg. 10(b) of the Prison Regulations, 5738-1978; Kurtam v. State of Israel [21], at p. 686).

Justice Bach also refers to the position of Jewish law and ‘the especially entrenched recognition of ours that the preservation of life should be regarded as a supreme value’ (ibid., at p. 687). But he regards this, primarily, as an additional reason for accepting the aforesaid exceptions accepted in the American and English legal systems.

The position of Justice Bejski was different. With regard to the remarks of Justice Bach that ‘in general, the principle that a person has a right not to be operated on without his consent applies also in Israel’, Judge Bejski says (ibid., at p. 695):

‘I find this general approach unacceptable when dealing with an operation, mainly at a time of emergency, whose whole purpose is to save a person’s life or to prevent severe harm to his health, where without such intervention immediate death is certain or the severe damage to health will be irreparable.’

In Justice Bejski’s view, English and American case-law ‘are too extreme in the direction of prohibiting treatment, except in certain cases’ (ibid., at p. 694); moreover (ibid., at p. 696):

‘As for me, I do not think that in this difficult and complex matter we must adopt the principles formulated in the United States and England, whether this is the general principle that prohibits physical treatment by a doctor without the patient’s consent, or the few exceptions to the principle. I do not belittle the value of the legal references that my colleague mentioned in this regard, but I am not convinced that this approach is consistent with the Jewish philosophy of the sanctity of life as a supreme value, and with the Jewish tradition of saving life wherever it can be saved.’

As an example of the supreme value of the sanctity of life in Jewish tradition, Justice Bejski cites the remarks of Rabbi Yaakov Emden (in his book, Mor uKetzia [119] supra), and relies also on the opinion of President Agranat in CA 322/63 Garty v. State of Israel [22], and the remarks of Justice Silberg in the Zim [19] case; his conclusion is as follows (ibid., at pp. 697-698):

‘I believe that the principle of the sanctity of life and saving life as a supreme value justifies not following those rules, which support, almost dogmatically, except in specific cases, a prohibition against intervening in the body of a person without his consent, without taking account of the consequences.

It seems to me that the approach implied by CrimApp 322/63 (Garty v. State of Israel [22]) and in CA 461/62 (Zim [19]), supra, is representative of, and consistent with, the proper approach to be adopted in Israel, since it is the closest to Jewish tradition that espouses the sanctity of life. Therefore, when a person is in certain and immediate danger of death or there is a certainty of severe harm to his health, it is most certainly permissible to perform an operation or any other invasive procedure on him even without his consent; it is all the more permitted, and even obligatory, when the intervention itself does not involve any special risks beyond the ordinary risks of any operation of intervention of that sort, and when there is no fear of significant disability.’

We will return to these remarks below.

District Court rulings

56. The District Courts have followed a similar approach. In CrimC (TA) 555/75 State of Israel v. Hellman [35], where the case involved a mother who killed her son who was ill with cancer by firing a pistol, Justice H. Bental said the following:

‘The prosecution reminded us that Jewish law also deals severely with the killing of a ‘dying person by human intervention’ (Babylonian Talmud, Tractate Sanhedrin, 78a). Even an action of any kind, which hastens the death of a terminal patient, is a serious prohibition from a moral viewpoint. Thus Maimonides ruled that ‘such a murderer is exempt from the death penalty only under human law, but he has committed a grave moral transgression’ (Rabbi Dr Federbush, Mishpat haMelukha beYisrael, at p. 224). The rabbis were not unmoved by the suffering of a person who is about to die, and the law also required the court to administer to a person sentenced to death ‘a cup of wine, so that his mind is clouded’ (Babylonian Talmud, Tractate Sanhedrin, 43a). But this is far removed from speeding the death of an incurably ill patient.

It should be recalled that Maimonides warned against relying on doctors’ opinions as to a person’s chances of living, since they are liable to be mistaken. It is interesting that even in our times the fear of error is real, notwithstanding the progress of medical science’ (ibid., at pp. 138-139).

Justice Halima added (ibid, at pp. 141-142):

‘… there can be no doubt that society enacts laws in order to preserve its humanity, for one of its most sacred elements is the human right to live.

In fact this right came into existence and became an established principle of the Jewish people since the acceptance of the commandment “You shall not kill”, which has served as an outstanding example to other nations throughout the generations. Today it can be said that taking the life of another is considered the most serious offence in the statute book.’

In OM (TA) 1441/90 Eyal v. Dr Wilensky [36], at pp. 199-200, the case concerned a terminally-ill patient who petitioned the court to prevent the use of an artificial respirator on him. Justice U. Goren relied upon Jewish law:

‘It is clear that Jewish law, which is known as a most moral law, espouses very strongly the principle mentioned earlier — viz. the principle of “the sanctity of life”. The halachic basis for this principle can be found in the opinion of Justice Silberg in the Zim case (CA 461/62) cited above.

Notwithstanding, Jewish law, being a humane law, recognizes the need not to cause suffering to the person who is close to death, and the Talmud coined the term “a painless death”. This term encompasses the consideration for human pain and suffering, even in so far as a condemned man is concerned.

A positive action that shortens the life of a patient is utterly forbidden by Jewish law. If, for example, the patient is already attached to a respirator, disconnecting him from it would, apparently, be a forbidden act under Jewish law.

But in so far as inaction is concerned, i.e., prolonging the life of a dying person by every artificial means possible, the arbiters of Jewish law disagree. In any event, there are some who hold that there is no basis for prolonging the life of the patient artificially, as stated in the article cited above (Dr A. Steinberg, Mercy Killing in Jewish law, Asia, booklet 19 (1978), (vol. 5, booklet 3) 429 [100]) at p. 443:

“By contrast, there are those who believe that it is forbidden to prolong the life of a dying person who is suffering. For example, it is certainly forbidden to take steps to prolong temporary life if doing so will cause pain. Similarly, where the doctors believe that there is no possibility of a cure, a dying person should not be given injections in order to postpone his death by a few hours.”

An additional development in this area of Jewish law can be found in the concept of “removing the impediment”, which was mentioned in the ruling of the author of Sefer Hassidim. “Removal of the impediment” means refraining de facto from taking certain actions that prevent the departure of the soul from the body. Thus, in part, is currently defined as passive euthanasia.

The discussions among the arbiters of Jewish law provide examples of when the principle of “removing the impediment” applies.

I am insufficiently learned in the Torah to determine the Jewish law…

In any event, for the purposes of the case before me, it is sufficient that I find that the principle of respecting the patient’s wishes and preventing unnecessary pain suffering in his final moments is not foreign to Jewish law and is also accepted by some of its authorities.’

See also OM (TA) 498/93 Tzaadi v. General Federation Health Fund [37].

References to Jewish law have increased greatly since the enactment of the Foundations of Justice Law, 5740-1980, which, if certain conditions are fulfilled, refers to the principles of justice, equity, liberty and peace of Jewish tradition (see Attorney General v. A [16], at p. 677; Tzadok v. Bet HaEla Ltd [34], at pp. 503-504).

The synthesis between the values of a Jewish and democratic State

57. As instructed by the legislator in the Basic Law: Human Dignity and Liberty, we have examined the values of a Jewish state and the values of a democratic state with regard to this multifaceted and terrible issue of medicine, Jewish law and civil law. Our analysis was carried out — as it was proper that it should be — by analysing the sources of both of these systems thoroughly and in detail, and we have thereby established the supreme principles of each system and the main laws deriving from these, which are interpreted widely by some and narrowly by others.

After conducting this analysis, we are instructed to find the synthesis between the two-value purpose of the Basic Law: Human Dignity and Liberty, viz., entrenching in the laws of the State of Israel its values as a Jewish and democratic State.

It is in the nature of such a synthesis that it seeks what is common to both systems, the Jewish and the democratic, the principles that are common to both, or at least that can be reconciled with them. In the Jewish legal system we found certain supreme principles that are not in dispute, and disagreements about the principles and details of various rules, and the same is also true of various democratic systems. These differences of opinion in each system can facilitate the combination of the two systems and can complicate the finding of a synthesis, and sometimes they make it impossible.

Let us clarify and illustrate this. One of the most fundamental issues in the matter under discussion is the possibility of actively hastening death. Jewish Law rejects this possibility utterly, and it knows of no opinion or even hint of an opinion that permits this act, which is tantamount, in Jewish law, to murder. In democratic legal systems we have found that in the law of the United States actively hastening death is forbidden; by contrast, in the Dutch legal system active euthanasia is permitted, even by the legislator. It is clear and unnecessary to say that on this issue the synthesis between the Jewish legal system and the system of a democratic country means accepting what is common to the Jewish and American legal systems with regard to the prohibition of actively hastening death, and total rejection of the position of the Dutch legal system that allows the active hastening of death. Moreover, even if a majority of democratic legal systems were to allow, in certain circumstances, active euthanasia, i.e., hastening death ‘with one’s own hands’, finding a synthesis would be done by finding what is common to the Jewish legal system and the only legal system in whatever democratic country there is the prohibits actively hastening death. Moreover, even if de facto no democratic legal system that prohibits active euthanasia could be found (and we saw that even certain States in the United States made attempts to permit active euthanasia in certain circumstances but failed by a small majority — para. 45, supra), since active euthanasia is contrary to the nature of the State of Israel as a Jewish state, as we have discussed above, the synthesis between the two concepts — ‘the values of a Jewish and democratic State’ — would require us to give preference to the conclusion implied by the values of a Jewish state, and to interpret accordingly the concept of the values of a democratic State (see Suissa v. State of Israel [5]; M. Elon, ‘The Role of Statute in the Constitution’, 17 Iyunei Mishpat, 1992, at p. 687).

With regard to other fundamental issues in the field of law and medicine, finding a synthesis is most certainly possible, but it requires and necessitates much caution and study. As we have seen, both the Jewish legal system and the American legal system distinguish between active euthanasia, which is prohibited, and passive euthanasia — ‘removing the impediment’ — which is permitted; between refraining from artificially prolonging life ab initio, and disconnecting someone from artificial prolonging of life that has already begun; between ordinary treatment and extraordinary treatment. There are also different opinions and different approaches, in each of the two systems, with regard to the need for the patient’s consent and with regard to his right to refuse treatment, in which cases and in which circumstances, and also with regard to many more issues. But there exists a material difference with regard to the premise in each of these two value systems. The foremost supreme value in the Jewish legal system is the principle of the sanctity of life which is based on the fundamental idea of the creation of man in the image of G‑d, in view of which the life of a human being — of every human being as such and as he is — healthy and of sound body and mind or disabled in these respects — are of infinite value and cannot be measured. Restrictions and limitations are permitted to the principle of the sanctity of life, first and foremost, in the principle of alleviating physical and mental pain and suffering, of respecting the patient’s wishes when this affects his condition, of applying the principle ‘And you shall love your fellow-man as yourself’, and similar principles. By contrast, the premise in the American democratic legal system is the patient’s right to refuse medical treatment, based on the principle of his personal freedom; this right has been restricted and limited in certain circumstances because of State interests in protecting the lives of its citizens, maintaining the ethical integrity of the medical profession, and similar interests. It is obvious that the difference in premise is of great significance in various situations, and much study, thought and contemplation are required in order to reach the proper synthesis between the values of a Jewish State and the values of a democratic State.

An illuminating example of this synthesis can be found in the judgement of the Supreme Court in Kurtam v. State of Israel [21], which we discussed in detail above (para. 55). In Kurtam v. State of Israel [21], a suspect, attempting to evade the police, swallowed packages of drugs that endangered his life. All the judges on the bench agreed that the packages of drugs were admissible evidence, but their reasoning differed, as we saw above. Prof. Amos Shapira considered the positions expressed by Justices Bach and Bejski that we cited above, and was unhappy with both of them, since he found both to contain paternalistic thoughts worthy of criticism. In his article ‘ “Informed Consent” to Medical Treatment — the Law as it is and as it should be’ (14 Iyunei Mishpat, 1989, 225 at p. 269), Professor Shapira says:

‘These paternalistic thoughts were stated albeit as obiter dicta, and almost none of them were required for reaching the decision in Kurtam v. State of Israel. But they indicate a judicial attitude that is astonishing and deserves criticism. The limited permit that Justice Bach is prepared to give to life-saving medical treatment against the wishes of the patient — and, even more so, the sweeping approval Justice Bejski gives to such treatment — are inconsistent with the doctrine of “informed consent” to medical treatment. They do not reflect existing law and stand in stark opposition to the principles of individual freedom and personal autonomy. According to Justice Bach, a doctor is legally allowed, and is morally and professionally bound, to carry out an operation on an adult and competent patient whose life is in danger, even against his wishes, if the doctor sees that the patient does not have a “reasonable basis” for his opposition to the operation, which apparently derives from “external motives”. Justice M. Bejski completely waives the need for the consent of the adult and competent patient to an operation in circumstances where there is danger to the life of the patient or there is a risk of severe damage to his health. With all due respect, such norms cannot belong in a legal system that espouses the right of the individual to self-determination, freedom of choice and control of his fate.’

I find these remarks of Professor Shapira unacceptable; even when they were written, they were inconsistent with the proper and prevailing law when the judgment in Kurtam v. State of Israel [21] was given; today, they are certainly inconsistent with the directive of the legislator in the Basic Law: Human Dignity and Liberty (s. 1) that enshrines the principles of a Jewish and democratic State in the laws of the State of Israel, and the provisions of the balancing principle in the Basic Law (s. 8), according to which a violation of the rights contained in the Basic Law must meet three conditions: the violation must befit the values of the State of Israel as a Jewish and democratic State, it must be intended for a proper objective, and it must not be excessive. These three balancing requirements are absolutely fundamental to the whole legal system of the State of Israel, and the use of labels such as ‘paternalism’ has absolutely no bearing on the implementation of the said balance. It is well known that this problems of reaching the ideal, proper and correct balance between the basic values of human liberty and personal freedom, the freedom of speech and movement and similar values, on the one hand, and the values of security, public order, a person’s reputation, basic survival values and similar values, on the other hand, is the most difficult and demanding, the greatest and the most fertile of our legal thinking in general and of the art of jurisprudence in particular; every decision, for example, in favour of security needs and proper public order may, of course, be labelled the ‘paternalism’ of the Government or the court. The question in the case is a question of balance, i.e., finding the balance between the fundamental value of personal freedom and freedom of choice of the individual and the fundamental value of saving human life and the value of life, and the court in the Kurtam [21] case was engaged in finding this balance, each judge in his own way and according to his own line of reasoning.

When the judgment in Kurtam v. State of Israel [21] was given, there were grounds for disagreements between Justice Bach and Justice Bejski in explaining their positions, which led, as stated, to the same practical result. Today, after the enactment of the Basic Law: Human Dignity and Liberty, which determines the principle of enshrining the values of the State of Israel as a Jewish and democratic state, it would appear that Justice Bejski’s remarks are consistent with the provisions and content of the Basic Law: Human Dignity and Liberty. Protecting human life, body and dignity are intended to enshrine in the legal system of the State of Israel the values of a Jewish and democratic state. We must therefore create the proper synthesis between the values of a Jewish and democratic state, and it is fitting and correct that the determination on the basis of the values of a Jewish State should serve not merely to support the exceptions found in the English and American approach, but to determine an original approach of our own legal system.

Value laden concepts such as liberty, justice, human life and dignity, may be given the most perverted interpretation in certain social conditions; human history does not lack such examples and in our generation, the generation of the Holocaust, the atrocities of the Third Reich and the terror of the governments of ‘peace among nations’ led to things that the human mind could not have fathomed. The values of a Jewish state, whose roots are planted in the basic values of the dignity of man created in the image of G-d, the sanctity of life, and alleviating pain and suffering — roots that have stood the test of many generations and which have nurtured and sustained the whole world — these are the correct safeguard and guarantee for the proper and correct application of the synthesis between Jewish and democratic values (see HCJ 1635/90 Jerzhevski v. Prime Minister [23] at pp. 783-784; and the article of the late Professor G. Procaccia, ‘Notes on the Change in Content of Basic Values in the Law’, 15 Iyunei Mishpat, 1990, 377, at p. 378).

The expressions ‘the right to die’, ‘death with dignity’, ‘mercy killing’, etc.

58. The premise of the Jewish legal system with regard to the sanctity, value and measure of human life is of particular importance when we come to discuss the question of euthanasia in its various forms, which is the central issue in this case. In this field, expressions such as ‘the right to die’ and ‘death with dignity’ are bandied about; scholars and researchers, doctors and jurists have expressed their views about these terms, both from a theoretical perspective and from practical experience. It is worth listening to some of these comments and responses, from which we will reconsider the caution and the great care needed in making a decision in this fateful area, in finding the proper, correct and judicious synthesis.

The patient’s consent to die, and even his express wish to do so, does not always indicate an autonomous and balanced decision untainted by other considerations:

‘Agreeing to this approach leads people to feel obliged to die more quickly in order not to burden the family. Thus the right to die may become the duty to die; at times the mercy in the killing is for the family and society, and not necessarily for the terminally-ill patient’ (Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4 (pre-publication copy) [100], ‘Close to Death’, at p. 91).

Moreover:

‘Social consent to such an approach inhibits research and progress in developing effective treatment for alleviating pain and suffering; such an act will cause a breakdown of trust between patients and doctors; it is not the function of the doctor to become society’s executioner; the role of the doctor and medicine is to prolong and improve life, and not to kill patients; there is a fundamental difference between active euthanasia, where the cause of death is the direct act of murder by the doctor, and passive euthanasia, where the patient dies from his illness and death comes naturally; the role of the doctor ends when he has nothing to offer the patient and it does not continue until he is killed; active euthanasia is irreversible, while passive euthanasia still leaves room sometimes for a reconsideration, and for the correction of mistakes of diagnosis and prognosis; there are other ways to alleviate the suffering of the terminally-ill patient, and a quick and generous offer to kill him to put him out of his pain is not justified even against a background of a desire to help the patient’ (ibid.).

The following was stated in the opinion of Dr Ram Yishai, the chairman of the Israeli Medical Federation and a member of the Ethics Committee of the World Medical Federation since 1985, which we cite in full below when considering the specific case before us:

‘9. The role of the doctor who treats a terminally-ill patient is to alleviate physical and mental suffering while restricting his intervention to treatment that, in so far as possible, maintains the quality of life of the patient towards the end. We are not speaking of dying with dignity; R. Ramsey (“The Indignity of Death with Dignity”, The Hastings Center Report, 1981, argues that the phrase dying with dignity is a contradiction in terms since for death is the ultimate human indignity. Lofty words such as these often conceal very callous outlooks. The less emphasis that is placed on helping and treating the terminally-ill patient, the more the need is felt to speak about dying with dignity. We can agree with M. Muggeridge that: “I do not exactly support the prolongation of life in this world, but I very strongly recommend not to decide arbitrarily to put an end to it”.’

In the rulings of our courts it has been said:

‘The serious fear is that the boundary between voluntary euthanasia and involuntary euthanasia will be blurred. It is possible that the patient, who wants to continue living, will feel obliged to choose death, when he sees the weary looks in the eyes of his relatives and interprets as a desire to be free of the suffering caused by him’ (Judge H. Bental in CrimC (TA) 555/75 State of Israel v. Hellman [35], at p. 138; emphasis added).

‘In an interesting article by Professor Robertson, a leading proponent of the ‘living will’ (Robertson, ‘Living Wills’, Hastings Center Report, 1991), the author admits to second thoughts on the issue; perhaps stressing the liberty of the healthy and his right to autonomy disregards the right of the patient to cling to life so long as it has any value whatsoever’ (Tzadok v. Bet HaEla Ltd [34], at p. 496; emphasis added).

An additional factor much discussed in connection with this difficult and complex subject is the fact that the treatment is expensive, and the chances of success are small; the result is the ‘hidden’ influence of economic considerations on the ideology of ‘respecting the patient’s wishes’:

‘… alongside the humane and ideological considerations are very strong economic factors (emphasis in the original); the resources of society are limited, and if they are used for the benefit of such patients whose treatment is prolonged and expensive, it is at the expense of the large number of ‘healthier’ patients who can be restored to meaningful life. This reason, seemingly, could cause the scales to tip towards those dangers that we mentioned, and what started out as a mercy killing ends up as enforced mercy killing’ (ibid., at p. 501; emphasis added).

The terminally-ill patient who lives a life of suffering, yet who wishes — and this is his free will that should be respected — to continue to living such a life, may therefore receive the help of someone who thinks it is ‘his best interest’ to have his life shortened.

In summary of these remarks: ‘the phrase dying with dignity is a contradiction in terms’; these words of Ramsey, cited from his illuminating article, ‘The Indignity of Death with Dignity’, Hastings Center Report, 1981, go to the root of one of the main issues in this field. There is a conflict between the death of a person and the dignity of a person. By contrast, the life of a human being is itself the dignity of man, and there is no conflict between the life and dignity of man, nor could there be a conflict. The same is true with regard to expressions such as ‘the right to die’ and ‘mercy killing’, etc.. These statements should be examined with great caution in order to discover their nature and the circumstances in which they are coined, as we have just done by considering the views of various scholars and thinkers.

The slippery slope

59. The fears of the said dangers are especially great in cases concerning minors and incompetents. When we begin to value and weigh the worth of a human life, it is only natural that such ‘evaluations’ and ‘weighings’ lead first to a permit to kill those persons whose bodies and minds are the most disabled, and after that, those who are slightly less disabled, and in the course of time there will be no limit to the bounds of this policy. This is the phenomenon of the ‘slippery slope’. This phenomenon has historical precedents. Such an approach of relativity to the quality and value of life already in the teachings of Plato (Plato, The Republic, 3, 405), who took the view that disabled people should not be kept alive, as they are a burden to society, a philosophy that was practised in the Greek city-state of Sparta. In our own generation, we know that there is no end or depth to which the ‘slippery slope’ cannot lead. In the middle of the twentieth century, in a country which in the past boasted of its ‘enlightenment’ and its culture, the ‘slippery slope’ led to the T4 operation of the Third German Reich, as a result of which approx 275,000 mentally ill and retarded people, residents of old-age homes and other unfortunates were murdered, many of whom were Germans themselves. The rationale and ‘justification’ for this was, according to the thinking and evaluation of those who perpetrated these crimes, that there was no value to the life of those unfortunates, and they were a nuisance and a burden to society. This operation, with its ‘innovation’ of the use of gas to kill its victims, served as a model and a guideline for establishing the death camps and the gas chambers for carrying out the racist Nazi ideology and the annihilation of six million Jews in the Holocaust that the authorities of the Third Reich and their helpers from other nations perpetrated against the Jewish people (see CrimA 347/88 Demjanjuk v. State of Israel [24], at pp. 249-250; Dr A. Steinberg, Encyclopaedia of Jewish Medical Ethics, vol. 4 (pre-publication copy) [100], ‘Close to death’, at pp. 77-79, 90-91, ‘Mercy Killing’, at p. 11).

The phenomenon of the ‘slippery slope’, which has materialized more than once, and the great and terrible fear that, due to social and other pressures, we may, G-d forbid, move from the patient’s right to die to the patient’s obligation to die,      and other similar fears, serve as a stern warning. Taking the concept of ‘the autonomy of the individual’ to the extreme, in so far as the questions under discussion are concerned, when the reason of the best interests of society and its philosophy purportedly require this, is likely to lead to serious consequences. Philosophers, doctors, judges and many others have been led astray in this respect. A striking example of this is the remarks made by the renowned Justice Oliver Wendell Holmes, one of the greatest American judges, in the case of Buck v. Bell (1927) [57], cited in Attorney General v. A [16], at pp. 687-688).

The facts of the case were as follows: Carrie Buck was an 18-year-old woman, the mother of a mentally-retarded child. Her mother was also mentally retarded. Under a statute enacted in the State of Virginia, it was permitted to sterilize mentally ill persons, provided that the operation did not harm his health. The court in Virginia allowed such an operation be performed on Carrie Buck. In the Supreme Court of the United States it was argued, inter alia, that this Virginia statute violated the Fourteenth Amendment of the United States Constitution that guaranteed equal protection of law, and therefore the permission to carry out the sterilization operation was void. The Supreme Court dismissed the argument and approved the sterilization of Carrie Buck. In this respect, Justice Holmes, who wrote the judgment, said (ibid., at p. 207):

‘The Judgement finds the facts that have been recited and that Carrie Buck is the probable potential parent of socially inadequate offspring, likewise afflicted, that she may be sexually sterilized without detriment to her general health and that her welfare and that of society will be promoted by her sterilization and thereupon makes the order. In view of the general declarations of the legislature and the specific findings of the court, obviously we cannot say as a matter of law that the grounds do not exist, and if they exist they justify the result. We have seen more than once that the public welfare may call upon the best citizens for their lives. It would be strange if it could not call upon those who already sap the strength of the State for these lesser sacrifices, often not felt to be such by those concerned, in order to prevent our being swamped with incompetence. It is better for all the world, if instead of waiting to execute degenerate offspring for crime, or to let them starve for their imbecility, society can prevent those who are manifestly unfit from continuing their kind. The principle that sustains compulsory vaccination is broad enough to cover cutting the Fallopian tubes (Jacobson v. Massachusetts, 197 U.S. 11). Three generations of imbeciles are enough’ (emphasis added).

These words are terrible and perplexing, and they stand in direct contrast to basic approaches in Jewish thought and in our society. The sterilization — so it is said — is for ‘her welfare and that of society’. But it is clear that the decisive welfare in the eyes of the judges is that of society. The analogy between the call of the State to its ‘best’ citizens to sacrifice their lives for it and the call to the mentally disabled, ‘who already sap the strength of the State’, to make of themselves a sacrifice in order to spare society from ‘being swamped with incompetence’ is a terrible analogy for us to hear, including the other remarks in the passage cited, including the declaration that ‘three generations of imbeciles are enough!’. If such a distinguished judge could be led astray so terribly in his language and his decision, one sees how cautious in this matter of the reasoning of ‘the welfare and dignity of the patient’, ‘the welfare and interests of society’ and ‘the public interest’. It should be noted that one of the judges, Justice Butler dissented from the judgment of his colleagues.

Genuine justice and healing; agrees with reason and logic

60. The statements we made and the considerations that we took into account, in the subjects under discussion, with regard to the values of a Jewish and democratic State and the synthesis between the two sets of values are designed to guide not only the court in judging and ruling, but all those who must make these medical and legal decisions, and primarily — the family members and friends, and the doctor treating the patient.

It goes without saying that each case should be treated on an individual basis, according to its special circumstances, in view of these principles and guidelines. In this way, a body of laws and instructions will develop, step by step, in one case after another, with regard to this difficult, complex and wide-ranging area of law.

This interpretative method involves a major undertaking in order to reach case-law that is the product of careful consideration and skilful decisions made with wisdom, openness and understanding of ideas that are ancient, but are also numbered among the needs of the present. We already mentioned at the outset that a judge and a doctor must attempt to engage in their work by means of reaching the absolute truth. The question has already been asked: what is ‘the absolute truth’? Is their truth that is not absolute? On this point, Rabbi Yehoshua Falk, a leading commentator on Arba’ah Turim and Shulhan Aruch, Hoshen Mishpat and a Jewish law expert in Poland in the seventeenth century, said:

‘Their intention in saying the absolute truth was that one should judge the matter according to the time and place truthfully, and one should not always rule according to the strict law of the Torah, for sometimes the judge should rule beyond the letter of the law according to the time and the matter; and when he does not do this, even though he judges truly, it is not the absolute truth’ (Rabbi Yehoshua ben Alexander HaCohen Falk, Drisha, on Rabbi Yaakov ben Asher, Arba’ah Turim, Hoshen Mishpat 1, 2 [155]).

Rabbi Eliyahu ben Shelomo Zalman, the Vilna Gaon, adds:

‘Judges must also be familiar with the nature of the world so that the law is not perverted, for if he is not familiar with these matters, even though he is an expert in Torah law, the absolute truth will not be reached, i.e., even though he makes an honest decision it will not be absolutely true… therefore the judge must be an expert in both areas… i.e., wise in Torah issues and knowledgeable in worldly matters’ (Rabbi Eliyahu ben Shelomo Zalman of Vilna, commentary on Proverbs 6, 4 [156]).

Decision-making with regard to any of the problems arising in this fateful area must be absolutely true, and the balance must be found in each case, according to the place and time, by means of insight into the affairs of the world and expertise as to the nature of the world. As we have said and held, it is not proper for the court to resolve in advance every problem that may arise, at some future time. General guidelines should be established by courts and ethics committees that should be established; as each problem arises before the doctor and judge, it should be dealt with and considered according to these — in accordance with the values of a Jewish and democratic state, for a proper purpose and to an extent that is not excessive, according to the nature of the world and the needs of life. The underlying principle should be the legal rule of one of the greatest arbiters of Jewish law, Rabbi David ben Shelomo Ibn Abi Zimra, whom we mentioned above [93], in discussing and deciding one of the issues of Jewish medical ethics, that ‘it is written: “Its ways are pleasant ways” and the laws of the Torah shall be consistent with reason and logic’.

At the beginning of our opinion, we cited Nahmanides’ work about the laws, principles and ethics of medicine which he called ‘The Law of Man’. This is a marvellous name. Man is the centre and focus of the Basic Law: Human Dignity and Liberty, which is to be interpreted, according to the instruction of the legislator, in accordance with the values of the State of Israel as a Jewish and democratic State. This is a law of great importance and significance. By means of a proper synthesis of the values of a Jewish and democratic state, the purpose of the law — human welfare and benefit — will be achieved; there is no human welfare and benefit without there being welfare and benefit to that extra dimension of man — the Divine image in him — which is the secret of his creation and existence, his form and his being.

The problems in this case

61. Now that we have reached this point, let us consider the problems facing us in this case. Some of these problems have a solution in statutory provisions or case-law. Let us examine these briefly.

a.     The principle of the sanctity of life

(1) The offence of murder is one of the most severe crimes, if not the most severe, found in our statute books (see ss. 300-301 of the Penal Law, 5737-1977, and s. 305, dealing with attempted murder; s. 298 regarding manslaughter; and s. 304 concerning negligent homicide).

The same is true of the offence of aiding or encouraging suicide, which is one of the most severe offences that appear in the statute books, carrying a penalty of twenty years’ imprisonment:

302. Someone who induces a person to commit suicide, by encouragement or by advice, or who aids another in committing suicide, is liable to twenty years’ imprisonment.’

Originally, attempted suicide was also a criminal offence, but this was repealed (see Criminal Law Ordinance Amendment Law (no. 28), 5726-1966, ss. 8, 64, 68). It is illuminating to note the background and discussions that preceded the repeal of this offence.

When the draft law to repeal the offence of attempted suicide was presented, the Minister of Justice at the time, Mr. D. Yosef, said the following:

‘Here I would like to say a few words about the repeal of the penalty for attempted suicide. I did not agree lightly to the repeal of this offence. I am aware of the respect that Jewish tradition has for human life and that it also opposes even the taking of one’s own life. I am certain that every one of us regards the sanctity of human life an important humanitarian value. But it is precisely the humanitarian outlook that induces me to believe that a criminal investigation and trial are not the proper way of dealing with these tragic cases’ (Knesset Proceedings, vol. 44, 1966, 138).

Knesset Member Eliyahu Meridor distanced himself from the repeal of the offence of attempted suicide. He explained his reservation as follows:

‘The principle of the sanctity of life should not be undermined, even when dealing with a person’s own life. A person is not entitled to take his own life. This principle is important, and if it is written in the statute books, I suggest that it should be retained.

We do not live in a regime where we are obliged to prosecute every person who attempts suicide...’ (Knesset Proceedings, vol. 46, 1966, 2090).

A similar reservation was expressed by Knesset Member Moshe Unna:

‘The question is not how I relate to someone who commits suicide — whether I should regard him as a wretched person, someone who did not find his place in life, someone whom we regard forgivingly. All that may be correct, and yet the significance of repealing this provision is entirely different. The significance of the repeal is — an expression of contempt for human life, an expression that I do not have regard for the sanctity of human life — even if the matter has aspects that justify a different treatment that what is accepted. We cannot ignore this meaning of the repeal’ (ibid., at p. 2090).

But these reservations were rejected; 11 Knesset members voted for the repeal of the offence of attempted suicide and 10 Knesset members voted against. Notwithstanding the repeal, the offence of assisting and encouraging suicide remained in full force. To the question of Knesset Member Israel Shelomo Ben-Meir:

‘What about the aider? If there is no offence, there can be no aiding?’ (ibid., at p. 2090) —

Knesset Member Mordechai Bibi, on behalf of the majority of the Constitution, Law and Justice Committee, replied:

‘Knesset Member Ben-Meir, we are not talking about an aider. The section whose repeal we are discussing says: “Anyone who tries to kill himself shall be guilty of an offence”. This refers to someone who tries to kill himself — and in the vast majority of the cases, if not in all of them, these are people who have lost their mental balance. If we were discussing a sweeping legitimization of every suicide, as exists in certain countries, then I would certainly oppose that, but we are not discussing such a situation” (ibid., at p. 2090).

(2) From here we turn to the question of euthanasia, which we discussed at length above, as expressed in Israeli legislation. Section 309(4) of the Penal Law says:

‘309. In all of the following cases, a person shall be deemed to have caused the death of another person, even if his action or omission were neither the immediate cause nor the only cause of the other person’s death:

(4) By his action or omission he hastened the death of a person suffering from a disease or injury that would have caused his death even without that action or omission’ (emphasis added).

It is well known that the criminal law distinguishes between a prohibited action and a prohibited omission. An action prohibited by the criminal law is always forbidden, whereas an omission, in order to be a criminal offence, requires that there to be a breach of a legal duty:

‘… it is possible to agree also to offenses that involve an omission as a behavioral element of their actus reus, provided that it is accompanied by a duty to act provided by law; i.e., the special condition for creating an offence of omission is that the omission constitutes a breach of an express legal duty to act. Without such a duty, an omission cannot be an element of the actus reus of an offence’ (S.Z. Feller, Fundamentals of Criminal Law, vol. 1, 1984 [61], at p. 398; see also s. 299 of the Penal law, defining a ‘prohibited omission’).

Active euthanasia is therefore absolutely prohibited. This can be seen from the provisions of the Penal Law, and this can be seen from the synthesis of Jewish and democratic values that we discussed above. Even the patient’s consent to causing his death is irrelevant; the patient’s ownership of his body is subject to society’s interest in protecting the sanctity of life:

‘The offence exists irrespective of whether the victim agrees to its commission or not. The offence harms all of society, and the attitude of one individual, even if he is the victim, is insignificant. He cannot sanction an offence or condone its commission, in the name of society or the State as a political organization of society that is interested in the elimination of the occurrence of crime’ (Feller, ibid. [61], at p. 112).

The following was said by the late President Sussman, in CrimA 478/72 Pinkas v. State of Israel [25], at p. 627:

‘… The victim’s consent does not absolve the perpetrator from criminal liability, and the reason for this is simple… A person cannot condone someone else’s criminal liability, since the criminal indictment is not intended to enforce his right, but the right of society, and a person cannot condone that which is not his to condone…’

A comparison with the remarks of Maimonides, with regard to the prohibition of taking a ransom from a murderer, is illuminating. Even if the victim’s closest relation wishes to exempt the murderer, he may not do so, because ‘the life of the murder victim is not the possession of the closest relation but the possession of the Holy One Blessed be He’ (Maimonides, Mishneh Torah, Hilechot Rotzeah uShemirat HaNefesh (Laws of Homicide and Preservation of Life), 1 4 [104], see supra, para. 20). And see our discussion regarding a person’s ownership of his body.

State of Israel v. Hellman [35] concerned a mother who shot her son with a pistol. The son was suffering from cancer and he had no reasonable chance of being cured. When his suffering increased, the son asked his mother to help him and put an end to his suffering. The court sentenced the mother to one year’s actual imprisonment. Justice Halima said in this case (at p. 141):

‘… Our law does not recognize the concept of “mercy killing”. There can also be no doubt that society enacts laws in order to protect its human ‘image’, a sanctified element of which is the human right to live.’

See also CrimC (TA) 455/64 [38]. That case involved a mother who killed her mentally retarded son with sleeping pills that she put into his food. Cf. also CrimA 219/68 Sandrowitz v. Attorney-General [26].

We will add that recently a number of bills that appeared to sanction active euthanasia were proposed in the Knesset, but these did not even reach a first reading. The same happened to the draft Patient’s Rights Law, 5752-1992, a draft bill of the Labour and Welfare Affairs Committee of the Knesset, that said —

‘10. A terminal patient is entitled to die with dignity, in accordance with his outlook on life and belief, and, in so far as possible, in the presence of a person of his choosing, and the treating physician and the medical establishment shall assist him in realizing this right and shall refrain from any act that may harm his dignity.’

This draft law passed a first reading in the Knesset only after its proponents deleted the aforesaid section 10 (Knesset Proceedings 125, 1992, 3836-3840).

(3) Active euthanasia is therefore absolutely prohibited. The main question in this case which is the subject of dispute between the parties is the question of refraining from administering medical treatment —passive euthanasia — in the following two forms: refraining from acts that prolong life and discontinuing acts that prolong life. The framework of the question is: does the doctor have a legal obligation to act to prolong a patient’s life against his will?

As a rule, a doctor has a legal obligation to give every medical treatment to a patient under his care. It is sufficient in this respect to refer to s. 322 of the Penal Law, which says:

‘Whoever is responsible for a person who because of… his illness… cannot discharge that responsibility by himself and cannot provide his own basic needs — whether the responsibility arises from a contract or from the law or whether it was created by a proper or forbidden act of the person responsible — must see to the patient’s needs and care for his health, and he shall be deemed to have caused whatever happens to the life or the health of the person as a result of his not complying with his said duty.’

For a detailed analysis of additional sources of obligation, see A. Gross, ‘Passive Euthanasia –Moral and Legal Aspects’, 39 HaPraklit, 1990, 162, at pp. 168-173.

Nonetheless, the scope and limits of the doctor’s duty to give medical treatment have yet to be clarified, and the law recognizes, in appropriate circumstances, the patient’s right to refuse medical treatment.

(4) Violating a person’s right not to suffer bodily harm without his consent constitutes both a tort and a criminal offence. The crime of assault is defined in the Penal Law, 5737-1977, in s. 378, as follows:

‘Whoever strikes a person, touches him, pushes him, or applies force to his body in another way, directly or indirectly, without his consent or with his consent that was obtained by deceit — this is an assault; for this purpose, applying force — including the application of… any thing or substance, if it is applied to an extent that may cause damage or discomfort.’

The tort of assault is defined in similar language in s. 23 of the Torts Ordinance [New Version]:

‘(a) Assault is the intentional use of force in any way against the body of a person by striking, touching, moving or in any other way, whether directly or indirectly, without the person’s consent or with his consent that was obtained by deceit…

(b) ‘Use of force’ for the purpose of this section – including the use… of any thing or other substance, if they were used to an extent that may cause damage.’

We have stated that ‘the right not to have one’s body violated is one of the basic human rights in Israel, and constitutes a part of the human right of personal liberty…’ (CA Sharon v. Levy [18], at p. 755). This ‘derives from the principle of personal liberty of everyone who was created in the Divine image…’ (State of Israel v. Tamir [15], at p. 205; and see para. 19, supra).

A person’s right not to have his body violated without his consent means, inter alia, that a person is entitled not to be given medical treatment which naturally involves harm to the human body without his consent. This right is the basis for the duty — the duty of the doctor — to obtain the patient’s willing consent to medical treatment. This court ruled thus in CA 67/66 Bar-Chai v. Steiner [27], at p. 233 (and see also FH 25/66 Bar-Chai v. Steiner [28]. More recently, President Shamgar said:

‘It is undisputed that before performing an operation upon on a patient’s body, the doctor must secure the patient’s consent thereto… Performing an operation without the patient’s consent is an assault, a tort under s. 23(a) of the Torts Ordinance [New Version]’ (CA 3108/91 Raiby v. Veigel [29], at pp. 505-506).

As to performing surgery against the patient’s will in order to save his life, see Kurtam [21], at para. 55, supra).

(5) Indeed, some of the questions that arise in this matter — such as the definition and the extent of the doctor’s obligation to treat a patient, as opposed to the patient’s right to refuse medical treatment — and what is connected therewith and implied thereby, which mainly refer to a patient whose condition is defined as terminal — have been considered in a series of decisions given in recent years by the District Courts, and most of these were mentioned above (Eyal v. Dr Wilensky [36]; Tzadok v. Bet HaEla Ltd [34]; Tzaadi v. General Federation Health Fund [37]; See also HCJ 945/87 Neheisi v. Israel Medical Federation [30], at p. 136. These decisions, however, have not been reviewed by this court, and they were made before the enactment of the Basic Law: Human Dignity and Liberty.

b.    Ascertaining the wishes of a minor or incompetent

(1) An additional issue with regard to the current law in Israel is the following: what is the law regarding minors or incompetents who cannot express their consent, or refusal, to receive medical treatment in cases such as the one before us?

On this issue the litigants before us argued at length, while referring to the Legal Capacity and Guardianship Law. Mr Hoshen, the learned counsel for the appellant, argues that ‘parents are the natural guardians of their minor children’ (s. 14 of the Legal Capacity and Guardianship Law, 1962). Their guardianship includes ‘the obligation and the right to provide for the needs of the child…’ (s. 15 of the said Law), and one of the needs of the child is his right to refuse medical treatment. It follows that the parents’ refusal to allow medical treatment amounts to the refusal of the child (pp. 3-4 of the respondent’s brief of 2 September 1988).

By contrast, Ms Zakai, the learned counsel for the State, argues that although ‘the needs of the child’, mentioned in s. 15 of the Law, ‘undoubtedly include the minor’s medical and health needs’ (para. 3.1 of the Respondent’s Outline Arguments of 19 August 1988). However —

‘Hastening death is not a need of the child. The child’s right to live or die is not a subject included in his parent’s guardianship, and therefore they are not competent to represent him in so far as these are concerned’ (para. 1.5 of the Outline Arguments).

Ms Zakai referred to s. 68 of the Legal Capacity and Guardianship Law, which states:

‘68. (a) The court may, at any time, upon the application of the Attorney-General or the application of his representative, or even of its own initiative, take temporary or permanent measures, as it sees fit, to protect the interests of a minor, an incompetent or a ward of court, either by appointing a temporary guardian or a guardian ad litem or otherwise; the court may also act in this way if the minor, incompetent or ward of court personally applied to it.

(b) If the application was to order the performance of surgery or the performance of other medical procedures, the court shall not order these unless it is convinced, on the basis of a medical opinion, that the said procedures are required to protect the physical or mental welfare of the minor, incompetent or ward of court’ (emphasis added).

According to Ms. Zakai —

‘In enacting s. 68(b), the legislature has set guidelines both for the court hearing a proceeding under this section and for the guardian of a minor with regard to medical matters that do not reach the court…

The purpose of s. 68(b) is to clarify the “needs of the child” (according to the wording of s. 15 of the Law), and it determines that with regard to operations and other medical procedures the “needs of the child” are only equal to the desire to protect his physical and mental welfare.

… The application in this case is not directed towards protecting the physical or mental welfare of the minor:

It does not involve “protecting” — since it is not intended to preserve the status quo. It is not “for the welfare of the minor” — since the welfare of a person requires him first and foremost to be a “person”.’ (paras. 1.7.7, 1.7.8, 1.7.10 of the Outline Arguments)

These remarks are implied by what is stated in s. 17 of the Legal Capacity and Guardianship Law, which provides:

‘17. In their guardianship of minors, the parents must act in the best interests of the child, as dedicated parents would act in the circumstances of the case’ (emphasis added).

Ms. Zakai further referred to the special mechanism of review in the Legal Capacity and Guardianship Law, when acts of guardianship relate to immovable property belonging to an incompetent and similar special transactions; such acts require court approval in order to ascertain and ensure that the general principle — i.e., that the guardian will act with regard to all the concerns of the incompetent only in his best interests (ss. 20 and 47 of the Law) — are upheld. Ms Zakai argued that:

‘If so, it should not be presumed that the legislator who provided approval mechanisms for money matters would have provided none for matters of life and death’ (para. 1 of the respondent’s Supplementary Arguments).

(2) In Garty v. State of Israel [22], which was decided before the enactment of s. 68(b) of the Legal Capacity and Guardianship Law, President Agranat held, with regard to a child whose leg was amputated below the knee because of gangrene, that:

‘In a case such as this — a case in which the choice is between exposing the child to death or saving his life with an operation which will leave him disabled — the parents’ refusal to give their consent to the operation constitutes a breach of their duty as guardians of his body to act in accordance with his best interests. This is not all; if as a result of their refusal, the doctor refrains from performing the surgery and consequently the minor dies, then the parents who refused the treatment would be criminally liable for this outcome…’ (ibid., at pp. 457-458; emphasis added).

In the ‘kidney’ case (Attorney General v. A [16]), s. 68(b) of the Law was considered at length, and we held the following at pp. 673-675:

‘Medical treatment that the ward of court needs in order to be cured and to be healthy, is within the authority of the guardian… “the needs of the minor and the ward of court” undoubtedly also include his medical and health needs. In these matters also, parents and guardians must act as dedicated parents and guardians would act (see PS (Jer.) 26/82 at p. 227). With regard to medical treatment that presents a danger to the ward of court (emphasis added), we have found that the guardian applied to the court for instructions under s. 44 of the Law (see ibid., at p. 229). With regard to this, it was proposed to amend s. 68 of the Legal Capacity and Guardianship Law…

According to the said wording of sub-section (b) that was passed by the Knesset, the court may order, upon an application of the parties set out in the said s. 68, “that an operation is performed or other medical procedures are carried out…”. The provision regarding the authority to order “other medical procedures” to be carried out, in addition to performing an operation, includes the court’s authority to order a medical procedure to be carried out even when this does not amount to a direct physical cure of the minor or ward of court, but it is any medical procedure that the court is convinced is required to preserve the physical or mental welfare of the minor. This includes the authority to order surgery to remove an organ from the body of the ward of court and its being transplanted into the body of another, provided that the court is convinced that this operation and transplant are required to protect the physical or mental welfare of the minor, incompetent or ward of court. The reason for this provision is clear. An absolute prohibition against the removal of an organ from the ward of court can cause great injury to the ward of court, should the donation of the organ be for the benefit of the ward of court — from the viewpoint of his physical or mental welfare — to a much greater extent than the damage caused by the removal of the kidney.’

In our opinion, as is implied by Garty v. State of Israel [22] and the ‘kidney’ case (Attorney General v. A [16]), the guardianship of the parents includes the right to refuse medical treatment, even if the refusal may lead to the child’s death, but this refusal requires the approval of the court. The reason for this is simple and obvious. Such a refusal may constitute a breach of the parents’ duty to act ‘in the best interests of the child as dedicated parents would act in the circumstances of the case,’ (s. 17 of the Legal Capacity and Guardianship Law, as was the case in Garty v. State of Israel [22]; the refusal might also constitute a breach of the parents’ duty to act ‘to protect the physical and mental welfare of the minor, the incompetent or the ward of court,’ (s. 68(b) of the Legal Capacity and Guardianship Law) as happened in the ‘kidney’ case (Attorney General v. A [16]). The authority of the court to give such approval derives from the provisions of s. 68 of the Legal Capacity and Guardianship Law and is also included in s. 44 of that Law:

‘44. The court may, at any time, on the application of the guardian or the Attorney-General or his representative or of an interested party, or even on its own initiative, give instructions to the guardian with regard to any matter that concerns the performance of his duties; the court may also, on the application of the guardian, approve an act that was performed.’

For this very reason, even the doctor treating the child is obliged to apply to the court and obtain its approval for stopping treatment, and the same obligation may apply, in appropriate cases, to the Attorney-General, who is responsible for the welfare of the public.

(3) Another issue that is related to our case arose with regard to ascertaining the wishes of minors who are almost adults. In HCJ 2098/91 A v. Welfare Officer [31], we were almost required to decide this question.

That was a tragic case of a teenager aged 17 years and seven months who was ill with cancer.

The teenager’s parents asked him to undergo chemotherapy treatment, but the youth refused the treatment because of the great pain and suffering they caused him. In order to escape the treatment, the teenager ran away from home, and when he was finally discovered, with the help of the police, the Juvenile Court held — by virtue of its authority under ss2(2) and 2(6) of the Youth (Care and Supervision) Law, 5720-1960 — that the chemotherapy treatment should be administered to the teenager by force, in the psychiatric ward of the hospital, since only in that ward could treatment be given by force. In his petition, the minor requested that we order the forced treatments to be stopped.

As stated, we were not required to decide the question whether the minor’s ‘wishes’ should take precedence over his parents’ wishes, or any other questions involving life-saving treatment in that case, because —

‘… We had the opportunity to speak at length with the petitioner and to advise him of the importance and necessity of the chemotherapy treatment for his illness, the good chance of his being cured and his duty to carry out of his own will the supreme command: “And you shall preserve your lives”.

Finally the petitioner informed us that he initially did not want to undergo the treatment because of the pain it caused him, but now he promised that as long as the order that he must undergo the treatment remained in effect, he would abide by it and he promised to go to the treatment willingly and not to run away from it. This promise was given by the petitioner after much hesitation, which was evident from his expression. We, who spoke to him heart to heart, were persuaded, in so far as this is possible, that the petitioner was being candid. The petitioner is indeed a minor who is only nearing adulthood; yet in his appearance, his speech and his sincerity, he is an adult, and it was evident that he was telling the truth’ (ibid., [31]at p. 219).

This appeared to us to be the proper approach in the circumstances of that difficult case. Matters did not turn out as expected: the minor fled from the country and when his illness worsened he returned here, and a short while later he passed away.

4.    How is the court to determine what are ‘the best interests’ of the child and what constitutes ‘protecting his physical and mental welfare’? Jewish law does not discuss this issue at length, and we have discussed the reason for this (supra, at para. 37). Let us consider two rulings on the issue.

Rabbi David Zvi Hoffman (Responsa Melamed LeHo’il, on Rabbi Yosef Karo, Shulhan Aruch, Yoreh Deah 104, at p. 108 [133]) was asked —

‘Whether a doctor was obliged to perform an operation even when the parents of the sick child do not wish it?

The question depends on the following: a) Does the doctor believe that the operation will produce a cure; b) Even if he is uncertain as to whether the operation will succeed, will he die for certain without the operation?’

Rabbi David Zvi Hoffman, in his response, bases himself on the responsum of Rabbi Yaakov Reischer in Responsa Shvut Ya’acov [122] (see para. 25, supra), that since the patient will surely die without the operation, and since the operation may cure his sickness, he is permitted to undergo the operation. As to the question whether the parents are competent to prevent an operation on their child, Rabbi David Zvi Hoffman held the following (ibid., at p. 109):

‘Since it is permissible to carry out such an operation, certainly the wishes of his father and mother are irrelevant.

This is because the doctor is obliged to heal, and if he refrains from doing so, he is a shedder of blood. And we do not find a single instance in the entire Torah where the father and mother may endanger the lives of their children and prevent the doctor from treating them.’

The conclusion of the Rabbi David Zvi Hoffman’s responsum is illuminating: ‘This is the law of Torah; I do not know the law of the land on this issue’. He was referring to German law at the beginning of the twentieth century.

On a closely related issue, some Jewish law authorities believe that the said determination by the courts with regard to the ‘best interests’ of a child can be made by an ‘estimate’, i.e., discovering the presumed intention of the minor or incompetent. We said the following in the ‘kidney’ case (Attorney General v. A [16], at pp. 681-684):

‘A different opinion [from the accepted view of Jewish law] is expressed by one of the leading Jewish law authorities in accordance with the Jewish law principle of an “estimate”, which reminds us of the idea of the “substitute judgment” in American case-law… This position is adopted by Rabbi Moshe Hershler in “Kidney Donation from a paralysed and Unconscious Person”, 2 Jewish Law and Medicine, 1981, 122.

After a detailed discussion of the problem of kidney donation in Jewish law, he concludes that according to Jewish law sources on this issue we should not permit a kidney to be removed from an incompetent for the purpose of transplanting it into his brother’s body…

Rabbi Hershler then turned to consider the possibility of allowing the transplant by virtue of the principle of the “estimate” (ibid., at p. 127):

“But one can approach this from a different perspective, that undoubtedly if he was healthy and of sound mind and it was known that he was of the same age and blood as the patient, he is the only donor who is of the same family and genes as his brother who has the power to donate a kidney that has a chance of being accepted and saving his brother from the danger of death to life, certainly he would donate his kidney willingly to save his brother; if so, it is possible that we can say that even though he is unconscious and cannot decide or give his consent, nonetheless we can estimate that as a rule he would wish that a kidney should be taken from him for his brother.”

After discussing the principle of the estimate as applied in Jewish law, he went on to say (ibid., at pp. 127-128):

“According to this, even with regard to donating a kidney where the vast majority of persons, if asked to give a kidney to save their closest relation, such as a father or a brother, from death to life, they would certainly agree, and therefore we say that even with someone who is insane, as a rule he would agree, particularly in a case where the ward of court is very dependent on his brother, and it is possible that his welfare will be harmed more by losing his brother than by losing his kidney, and as a result of the surgery and the transplant, the patient may live longer and care for the needs of the ward of court for a long time.

Even though one must distinguish between an estimate relating to money matters of maintenance and charity and an organ donation, that with regard to money matters, we may collect on the basis of the estimate even though it is defective, but with regard to donating an organ, it is a serious and sometimes dangerous action such that an estimate should not avail us, nonetheless it would appear that an analogy may be made in this respect, for wherever an estimate may be made that a person would certainly do this, we can say that he can be presumed to have agreed to it.”

At the end of his responsum, Rabbi Hershler reaches the conclusion that an organ donation should not be permitted in the specific case. He gives two reasons for this:

“From the language of the ‘question’ before us, that if the transplant is carried out it would lessen the suffering of the patient, it appears that the concern here is not the death of the patient, but alleviating his suffering, and if so, we cannot make an estimate here that he can be presumed even in this case to donate a kidney, and also one is not permitted by the law to endanger oneself in order to save someone from suffering and the like.

After we investigated the details of this case, we discovered that the patient has a younger sister who is not prepared to donate a kidney and who says that the proper donor should be the paralysed brother. This fact undermines the assumption we wished to make, that if this donor were of sound mind, he would undoubtedly donate a kidney voluntarily and with full understanding, and consequently we wanted to say that we had here an estimate that even the paralyzed brother would wish to donate a kidney. But in this case, the sister refused, and although her refusal does not totally refute the ‘estimate’, since in this case she believes that her elder and paralyzed brother has this duty, and it is possible that were there no other donor she would willingly volunteer, nonetheless her refusal does imply that it is uncertain that the paralyzed brother would wish to give up his own kidney.”

The first reason is unique to the case before the respondent — that the recipient brother is not facing a danger of death but the purpose of the transplant is merely to alleviate suffering, and in such a case there exists no estimate that the incompetent would consent to donate his kidney.

Is the second reason also applicable only to that case, i.e., since it was proved that the sister refuses to donate her kidney, there is no longer an estimate that the incompetent brother would consent to donate his kidney if he were capable of making a decision? One could argue otherwise, i.e., that the fact that the sister refuses is a proof — or casts doubt upon the existence of the estimate as a rule and not merely in that case — that an incompetent, were he healthy in body and mind, would consent to donate his kidney. Indeed, there is great doubt as to whether this estimate is in fact correct, since according to the existing statistical research, only a small percentage of healthy relations consent to donate their kidney to their relation.

On the other hand, one may argue that in the specific case confronting Rabbi Hershler this estimate is indeed correct, because, as stated above — “the brother who is a ward of court is very dependent on his brother, and it is possible that his welfare will be harmed more by losing his brother than by losing his kidney, and as a result of the surgery and the transplant, the patient may live longer and care for the needs of the ward of court for a long time”, and it is only because the sister refused to agree to donate a kidney that this estimate is in doubt, because the refusal shows that in that family, even if the transplant benefits the donor, the readiness to donate a kidney to another family member does not exist. This matter requires clarification.

It also transpires from the opinion of another Jewish law authority that we can rely on the principle of the estimate to permit the removal of a kidney from an incompetent for transplant to a family member. In an article dealing with the issue of kidney transplants in Jewish law (Rabbi Moshe Meiselman, “Jewish Law Problems with regard to Kidney Transplants,” 2 Jewish Law and Medicine, 1981, 144), Rabbi Meiselman considers the question under discussion (ibid., at p. 121): “One of the difficult questions is the transplant of a kidney when the donor is a deaf-mute, retarded or a child”. After consideration, he concludes:

“It may be said that if we could establish that the vast majority of brothers donate a kidney to their brothers, the kidney could be taken from the donor. This is not the case for someone who is not a relative at all, for in that case people certainly do not donate, and therefore the kidney should not be taken. With regard to siblings and parents, etc., only in cases where we can establish that the reality is really that the vast majority of brothers or parents or children donate a kidney, is it then permissible to take the kidney for transplant.”

In my opinion, this is a radical conclusion from the viewpoint of Jewish law, namely to allow the removal of a kidney from an incompetent because of an estimate that the vast majority of brothers donate a kidney to their brothers. This estimate — even if it is correct, i.e., if the vast majority of brothers do act in this way — is insufficient to permit the removal of a kidney from an incompetent unless — in addition to the estimate — the removal of the kidney from the incompetent and its transplant to the body of the brother also involves a significant benefit to the incompetent, from a physical and mental viewpoint… We have already seen above that there is a basis for distinguishing between relying on an estimate in a monetary matter, for maintenance or charity, and removing an organ from the body…’

The remarks we made with regard to the use of an ‘estimate’ to ascertain the consent of a minor or an incompetent to remove an organ from their body are even more relevant for the use of an ‘estimate’ to ascertain the wishes of a child or an incompetent with regard to the taking of his life. It is difficult, extremely difficult, to estimate a person’s wishes on these sensitive issues, and extreme caution must be exercised when dealing with minors or incompetents who are weak and dependent, and who often are a burden for those closest to them. In such a situation, there is a considerable risk that the ‘wishes’ of the children or incompetents will be determined according to the wishes of those closest to them and not according to their own wishes, and from here it is only a small distance to the ‘slippery slope’.

62. As we have seen, solutions to some of the problems in the field of law and medical ethics may be found in provisions of existing legislation, and these have been considered in case-law. But many problems still await consideration and decision by this court, and some have been considered in this present case. It goes without saying — as we have said and emphasized above — that in cases of this kind we do not lay down solutions ab initio. The solutions must be found in each instance and in each matter, in accordance with the circumstances and the issues that arise. The source for finding the solutions and answers to all these lies in the provisions of the Basic Law: Human Dignity and Liberty, which is the basis and foundation for dealing with all the questions considered, since many basic rights are related to, and involved in, these.

As we stated at the outset, the subject of our discussion involves and concerns many basic rights in the Basic Law: Human Dignity and Liberty: protecting human life, body, and dignity and the right of individual freedom, privacy and confidentiality. From our study of this case, we have seen that all these basic rights arise in the present case: the supreme value of the sanctity of human life and the duty to protect his life and body through medical treatment; the right of the patient not to have his body harmed without his consent. The nature of this issue is such that these basic rights often conflict with one another, such as: the duty to protect and heal conflicts with the right to refuse medical treatment; the duty to invade a person’s privacy and confidentiality — by an operation or any other essential procedure — to save the life of a person that is endangered, even if the person in danger does not consent to such intervention. With regard to all these basic rights that conflict with one another, Jewish law has determined — particularly in recent generations as a result of the great advances in medicine — a series of balancing principles, rules that are basic values in themselves, such as: the duty to alleviate pain and suffering, whether physical or mental; the fundamental precept, ‘And you shall love your fellow-man as yourself’; the basic distinction between natural life and the artificial prolongation of life; and the autonomy of the individual, particularly as developed in contemporary responsa, in view of the tremendous advances at the disposal of the medicine profession. These values and balances act, in principle, also within the values of a democratic state. The basic difference between the set of values of Jewish law and the set of values of a democratic state is the premise of each of these two systems: in the supreme value of the sanctity of life that is based on the creation of man in G-d’s image, which is the premise in Jewish law, and in principle of individual autonomy, personal freedom, which is the premise in a democratic State. This difference sometimes has a practical importance; but in general, all of the principles and the case-law in these two legal systems allow a synthesis to be found between the Jewish values and the democratic values in our case, and a balance to be found in accordance with the conditions set forth in s. 8 of the Basic Law: Human Dignity and Liberty. A substantive result of this synthesis and balancing is that active euthanasia is absolutely forbidden. All of these — and more — have been discussed in detail in our consideration of this case according to the values of a Jewish State (paras. 11-38) and the values of a democratic State (paras. 39-52), and the synthesis between these two systems of values (paras. 57-60), and we shall not repeat this.

But we should re-emphasize the following: from everything that we have discussed and considered, we discover that not every word, expression and phrase mean what they appear to mean. Thus, the terminology about the right to die can become — under the pressure of an extreme application of the theory of individual autonomy, according to which everything depends on the patient and his consent — into a duty to die, a duty that the patient feels, subconsciously, as a result of his having permission to die, in order to make matters easier for his family and friends. The same applies to the expression mercy killing; this can become more of a mercy for those around and treating the patient than for the patient himself. It is even more true with regard to the expression death with dignity, which according to great thinkers is a contradiction in terms, an internal contradiction. Death and dignity are not consistent with one another; it is rather life and dignity that accord with each other, for life itself is the expression of human dignity — the dignity of man created in the Divine image.

It would seem that the supreme principle in case-law and decisions in such cases is the case-law principle established by Rabbi David Ibn Zimra [93] in one of the important issues in this area: the decision must be made in accordance with the principle that  ‘Its ways are pleasant ways’ and with the purpose that ‘the laws of the Torah shall be consistent with reason and logic’. We are so instructed by the provisions of the Basic Law: Human Dignity and Liberty, in order to achieve its purpose and goal —enshrining the values of the State of Israel as a Jewish and democratic State. The values of a Jewish and democratic State form the basic infrastructure and the normative framework of the legal system in the State of Israel, and its principles, statutes and laws must be interpreted in accordance with these values.

Before reaching a decision, it is proper to reconsider what we said (in para. 52) with regard to establishing ethics committees in hospitals to assist all those involved in deciding questions in this area. In these fateful questions that involve issues of law and ethics, medicine and psychology, Jewish law and philosophy, it is appropriate that, in addition to the patient himself when he is competent to do so, his relatives, the doctors treating him and other doctors, religious experts, legal scholars, philosophers and psychologists should all take part in the making a decision. This joint consideration and discussion will clarify the various aspects of the problem that requires deciding, with each person contributing to the best of his talents and understanding, while protecting the privacy of the patient and away from the media, and with the necessary speed required by the very nature of these problems and situations. Should a difference of opinion arises among members of the committee, the matter may be submitted for the determination of the court that reviews the decisions of the committee. These committees operate in various countries, especially in the United States, and we too should consider establishing them, the sooner the better.

The decision in the case before us

63. The application before us, as worded by the mother of Yael Shefer, is to refrain from the following treatments, if and when the child’s condition deteriorates:

a.     Not providing respiratory aid;

b.    Not administering any medication, except for medication to alleviate pain;

c.     Not to administer food (para. 59 of the mother’s affidavit of 2 August 1988; the title of the opening motion that was submitted by the mother and which was mentioned at the beginning of our opinion).

At the beginning of our discussion, we considered the facts of the present case, including the details of the illness from which the infant Yael Shefer suffered, and the care she received at the hospital, as set out in the affidavits of the doctors who were involved in the case (see supra, paras. 2-3). At the hearing, additional affidavits were submitted on behalf of the appellant and the State and they should be mentioned.

The appellant’s expert, Dr Pinhas Lerman, the director of the paediatric neurological unit of the Beilinson hospital in Petah-Tikva, said in his affidavit of 22 August 1988:

‘7. In this [Yael’s] condition, the child is comparable to a dead person and there is no medical logic in prolonging her life by artificial life-support machines of any sort, including artificial respiration and/or giving transfusions, if and when her condition deteriorates and she needs such assistance (hereinafter — “the event”).

8. In my opinion, it is a cruelty to continue to treat the child when the aforesaid event occurs.

9. In my opinion, it is also hypocritical to say that “the child is receiving very humane treatment and is treated with great respect as befits a patient towards the end of his life”, for as I have said before, we should only refer in this case as if to someone who is comparable to a dead person.

10. If I were responsible for treating this child, my medical and humanitarian conscience would not allow me to continue treating the girl, and I would allow her to die naturally, without the aid of any technological means, which cannot cure her in her condition.

11. In my opinion and according to my medical conscience, it is precisely not administering treatment, i.e., not using artificial life-support measures, that conforms, in the circumstances of the child’s illness, with the rules of medical ethics.’

Incidentally, we should point out, as Mr Hoshen, the learned counsel for the appellant, said, that:

‘Doctor Lerman is the only person who is prepared to testify in a court in the State of Israel on a question of no medical for an incurable patient whose illness is determined to be terminal’ (para. 3 of Mr. Hoshen’s affidavit of 22 August 1988).

In contrast to Dr Lerman, Dr Ram Yishai, the expert for the respondent, presented a different opinion and approach. Dr Yishai, the chairman of the Israeli Medical Association since 1971, a member of the Board of Ethics of the World Medical Association since 1985, and a founder of the Israeli Society for Medical Ethics in 1988, says the following in his affidavit of 30 August 1988:

‘3.          The question of refraining from using extraordinary measures and performing resuscitation on a patient who is defined as hopeless and terminal is a central question in medical ethics, and opinions vary in various countries, and are sometimes influenced by the basic beliefs of the persons making the decision.

4.            The World Medical Association adopted in Madrid a Declaration on Euthanasia, which says: “Euthanasia, that is the act of deliberately ending the life of a patient, even at the patient’s own request or at the request of close relatives, is unethical. This does not prevent the physician from respecting the desire of a patient to allow the natural process of death to follow its course in the terminal phase of sickness.”

5.            According to those rules of medical ethics, the wishes of a competent patient to refrain from medical treatment should be respected. The doctor should try to persuade the patient to accept treatment for his benefit. However, if a competent patient is firm in his refusal, the treatment should not be forced upon him.

6.            Several of the United States have recognized living wills and have adopted a Natural Death Act, which regulates this issue. In a living will, a person, when he is still healthy and competent, gives instructions about not adopting extraordinary means to keep him alive if and when he reaches a terminally condition.

Regardless of the legal aspects, which are in practice designed to exempt the doctor from legal liability, it is doubtful whether the living will solves the ethical problem. The doctor’s decision is determined by the patient’s medical condition whether or not he has made a living will. From an ethical standpoint, the decision to adopt extraordinary measures for resuscitation is made according to the medical condition of the patient at the time of the decision.

7.  …

There is a dispute as to whether to continue treating a terminal patient, who is defined as being in a “vegetative state”, but this dispute cannot be resolved by referring to such a person as “comparable to a dead person”. This term, “comparable to a dead person”, is unacceptable to me and is surely inapplicable with respect to a patient who responds by crying when uncomfortable, thereby maintaining a connection with her surroundings.

Even in the case of Karen Quinlan, it was held that she was alive according to the widest definitions of death. The dispute in that case was whether anyone has the right to prefer death to life. As long as life remains, the decision to end life is beyond the scope of human authority, and a decision not to prolong life actually means that man has the ability to evaluate the quality of human life and to determine that it is best to terminate such a life.

In any case, the use of the term “comparable to a dead person” is dangerous. This is certainly true in view of the fact that doctors have chosen the more stringent definition of death; according to the Statement of Death of the World Medical Association (Sydney, 1968, amended 1983), we must first clearly determine the irreversible cessation of all brain functions, including the brain stem, as a condition for this determining death. When there is an intention to use an organ for transplant, the determination of death must be made by two doctors. Only when the point of death of a person has been determined is it possible from an ethical viewpoint to stop attempts to revive the patient.

8.            The ethical problem is especially difficult because we are not dealing with someone who is “comparable to a dead person” but with a living person, a terminally-ill patient, who is incompetent and who suffers damage that severely affects her quality of life, when all that can be achieved is to restore him to that insufferable life defined by J. Fletcher in Indicators of Humanhood, a Tentative Profile of Man, Hastings Center Report, 1972.

     Yael Shefer’s condition matches this definition and therefore Dr Cohen, the director of the children’s ward of the hospital in Safed, stated that he does not carry out resuscitation in such situations (as stated in the mother’s affidavit in the application), but he added that he must give treatment intended to prevent suffocation.

     It is difficult to differentiate between extraordinary means that may prolong the child’s suffering and treatments that may alleviate her pain and allow her to end her life in dignity, but at this point we cannot assess which procedures are of one type and which are of the other.

9. The role of the doctor who treats a terminally-ill patient is to alleviate physical and mental suffering while restricting his intervention to treatment that, in so far as possible, maintains the quality of life of the patient towards the end. We are not speaking of dying with dignity; R. Ramsey (“The Indignity of Death with Dignity”, The Hastings Center Report, 1981, argues that the phrase dying with dignity is a contradiction in terms since for death is the ultimate human indignity. Lofty words such as these often conceal very callous outlooks. The less emphasis that is placed on helping and treating the terminally-ill patient, the more the need is felt to speak about dying with dignity. We can agree with M. Muggeridge that: “I do not exactly support the prolongation of life in this world, but I very strongly recommend not to decide arbitrarily to put an end to it”.

10. In my opinion, if the parents decide to keep the child in the hospital, a matter that is currently subject to their discretion, the use of the various measures will be considered when the time comes, according to the child’s condition at that time. It will then be necessary to decide what is unnecessary treatment that will prevent the natural course of death, and what is essential treatment which will alleviate suffering during that process.’

See also A. Gruss, ‘Passive Euthanasia – Legal and Moral Aspects’, 39 Hapraklit 162, 1992, at pp. 170-171.

64. Mr Hoshen, the learned counsel for the appellant, argued that:

‘The application is not for a “mercy killing”, i.e. to do an act to shorten Yael’s lifespan. Rather, it is meant to prevent the doctors from adopting measures such as artificial respiration and transfusions, which cannot save the infant from her fate, but simply prolong her life artificially’ (para. 8 of the District Court judgment).

Later in his remarks, he sought to provide a basis for the application of the appellant that respiratory aid, nutrition and medications should not be given to Yael.

Ms. Zakai, the learned counsel for the State, strongly opposed the petition to refrain from giving respiratory aid and nutrition, and pointed out a difference of opinion with regard to not giving medication.

We have dealt in detail with the various arguments raised by counsel for both sides in the course of our discussion of the position of Jewish Law and American Law on this subject. Certainly, Dr Lerman’s definition of Yael’s condition as ‘comparable to a dead person’ cannot be reconciled with the values of a Jewish and democratic State. I am amazed how that this can be said of Yael, who responds by crying when uncomfortable like any other child her age, whose father sits by her bed day after day and plays music for her, and when he tells the treating physician, Dr Dora Segal-Cooperschmidt, that ‘he has not lost hope that her condition will change’ (see the affidavit of Dr Segal-Cooperschmidt of 4 August 1988, supra, para 3). We have also pointed out the essential distinction between starvation and not supplying oxygen, on the one hand, and not administer various medications, on the other hand (see, for example, paras. 32-36, 45). We accept the statement made by Dr Yishai (and see the remarks of Justice Talgam in Tzadok v. Bet HaEla Ltd [34], at p. 506, and of Justice Goren in Eyal v. Dr Wilensky [36], at pp. 194, 198, and in Tzaadi v. General Federation Health Fund [37], in paras. 6-7 of the judgment). However, in the specific circumstances of the case before us, there is no need to discuss these distinctions: Yael is not suffering and is not in pain. Let us again quote from the affidavit of Dr Segal-Cooperschmidt two paragraphs that are material to the question under discussion:

‘9.          Yael Shefer is in a permanent state of unconsciousness (known as a “vegetative” state). She does not suffer pain and obviously she is not receiving any pain-relieving medication. She is quiet and does not cry except when she needs to be fed or requires ordinary medical care (in case of fever, earaches or constipation, line any child), a condition that improves after a normal standard treatment.

10. From a nursing point of view, she is being treated in a manner that is more than reasonable. She is not disgraced or degraded. Her dignity is completely maintained. She is clean, and does not suffer from pressure sores, which appear in most cases of children who are bed-ridden for a long time, and she does not suffer from cramps.’

Yael is not suffering and is not in pain. Her dignity is completely preserved. Yael cries like any other child when she needs to eat or requires routine medical care. Her candle still burns and shines for all who are around her. In these circumstances, the sanctity of Yael’s life, even though terminal, is the sole and determining value. Any intervention and harm to that life stands in direct opposition to the values of a Jewish and democratic State.

65. We could have ended our opinion here, but we will say a few words with regard to the additional question that arose before us, namely the fact that the application was made only by the mother.

Section 3(a) of the Women’s Equal Rights Law, 5711-1951 provides that the ‘father and mother together are the natural guardians of their children…’ (emphasis added; see also s. 14 of the Legal Capacity and Guardianship Law). The first part of s. 18 of the Capacity Law states that ‘In any matter entrusted to their guardianship, both parents must act by consent…’ (emphasis added). It is true, as Mr. Hoshen argues, that the end of s. 18 states, ‘A parent shall be presumed to consent to the action of the other parent as long as the contrary is not proved’. However, this presumption is insufficient when we are dealing with an application that is so substantial and so fateful as in the circumstances of the case before us. And if it is needed, the presumption is rebutted in this case. The conduct of the father clearly shows a different attitude to that of the mother.

It will be remembered that Dr Segal-Cooperschmidt affirmed:

‘8.          … a good part of the nursing treatment that the child needs (such as washing and feeding) is administered by… the child’s father in the afternoon.

10. From a nursing point of view, she is being treated in a manner that is more than reasonable… I should also mention the comfortable physical surroundings for treating her which are higher than the norm, starting with her being in a private room, along with music being played at the request of the father, a fan in her room, etc..

11. The mother’s visits to the ward, throughout Yael’s hospitalization, are rare and occur only at major intervals.

12. The child’s father visits her every day after work, stays with her for many hours, cares for her with love and dedication which radiate in everything he does with her, such as taking her out in her carriage, sitting for long periods of time with the child on his chest, keeping strictly to her feeding times and feeding her when he is present. In my conversation with him, he even said that he had not lost hope that her condition might change.’

To this we must add, as stated, the non-attendance of the father at the hearings before the District Court and before us. The mother’s explanation that —

‘The father is in a complete state of collapse… My husband who could not attend here also could not do so since he hates publicity’ (p. 5 of the court record in the District Court) —

is insufficient to support a conclusion that the father agrees with the steps the mother has taken, and it is insufficient to rebut the statements made in the affidavit of Dr Segal-Cooperschmidt.

Far be it from us to level complaints or direct a reproach at the mother. Who knows the heart of a mother? The thoughts of her heart are her secrets. But it is impossible for the court to grant an application like the one before us, an application to decide ‘who will live and who will die’, without the clear and express knowledge of both parents, except in an appropriate case where, in accordance with the values of a Jewish and democratic State, granting this would be justified.

For all these reasons we denied the appeal.

 

 

Justice Y. Malz

I agree.

 

 

 

Justice H. Ariel

1.    In view of the abundance of illuminating remarks set out extensively in the opinion of the honourable Vice-President, I will confine myself to stating briefly in what my opinion agrees and disagrees therewith.

2.    I believe, as I will say below, that Talila Shefer, the mother of the late Yael Shefer, was entitled and permitted to apply to the court with her application, an application that was made with love and out of love, and with sincere dedication to her late daughter Yael, so that instructions might be given with regard to a refusal to administer certain treatments to her daughter, as set out in the opinion of the honourable Vice-President. But the circumstances as they were set out were insufficient to justify granting the request, at that time. Therefore I associated myself with the decision of 11 September 1988 to deny the appeal, in those circumstances, after analyzing and considering the material that was before us, as stated in that decision and in accordance with the special circumstances of the case, but not to dismiss the case in limine.

3.    Indeed, as the honourable Vice-President says, in his elegant language, we are considering this sad case before us against our will. This case raises not only questions of law, justice and medicine, but also questions of morality, ethics, belief and various values, which accompany mankind as a whole and man as an individual in day-to-day life. In my opinion, this issue ought soon to be regulated, in so far as possible, in clear and detailed legislation, so that there will be no need to apply, except in rare cases, to a judicial forum to obtain its decision.

4.    As long as this painful subject has not been regulated, it requires solutions in certain cases, and the court cannot allow itself to hold back from deciding them.

The Vice-President set out a broad spectrum of opinions, citations and decisions relating to and connected with our topic, which, in public discourse, are regarded as part of the general idea of ‘mercy killing’. But this is not so.

We are concerned here with an application for a life of kindness and dignity before death, and perhaps also ‘death with dignity’, but not mercy killing.

In the case before us, we are concerned with the question whether and when there is a basis, despite the existence of an incurable disease, to continue, despite the wishes of the patient, treatment that provides no cure but merely an artificial prolongation of life immediately prior to death (with regard to the moment of death — see CrimA 341/82 Balkar v. State of Israel [32]). We are speaking of an artificial prolongation by using medications and various devices in this terminal situation, while the patient is undergoing unbearable pain and personal degradation, which violate his freedom and dignity as man who was created in the Divine image, and he wishes to end this treatment. This subject is close to the issue of passive euthanasia (in the words of the honourable Vice-President, according to Jewish law, ‘the removal of the impediment’).

5.    The decision in this case is necessary, for in as much as we are talking of death, it is a need of life. From the day we leave our mother’s womb, we approach the day of death, since we were expelled from the Garden of Eden, the place of the tree of life, by virtue of the severe decree made against us:

‘… Cursed is the ground for your sake; in sorrow you shall eat of it all the days of thy life. Thorns and thistles shall it bring forth for you, and you shall eat the grass of the field. With the sweat of your brow you will eat bread, until you return to the ground, from which you were taken; for you are dust, and to dust you shall return” (Genesis 3, 17-19 [157]).

Between these two critical dates when life begins and ends, we seek life each day and try to delay the day of death that was decreed against us: ‘… How many will pass away and how many will be created, who will live and who will die, who at his allotted time and who not at his allotted time…’ (from the Additional Prayer on the High Holidays). Alongside this, we ask in the prayers of those days of judgment: ‘In the book of life, blessing and peace, a good livelihood and good decrees, salvation and comfort may we be remembered and inscribed… for a good life…’ (emphasis added).

With the prayers and hopes for improving life between life and death, we also try in our actions to direct our behaviour to achieve that ‘good life’, everyone according to his understanding of this concept. Within this framework, we may, with the existing limitations, act to improve our lives and direct our deeds and efforts, according to the natural basic freedoms that a person has in an enlightened and progressive society.

The dignity and freedom of man are a part of these.

The Basic Law: Human Dignity and Liberty, which was enacted recently (on 25 March 1992), is obviously of huge importance, notwithstanding all the differences of opinion that have already arisen and which will yet arise with regard to its interpretation, including with regard to the purpose of the law ‘to protect human dignity and liberty in order to enshrine in a Basic Law the values of the State of Israel as a Jewish and democratic State’. However, the principle embodied in it constituted part of the inheritance of Israeli society even this law was enacted, as was the case in every enlightened and progressive society and country (incidentally, the case before us concerns the period before the enactment of this Basic Law), including ss. 2 and 4:

‘2.          One may not harm the life, body or dignity of a person.’

‘4.          Every person is entitled to protection of his life, body and dignity.’

6.    Without entering into the disputes concerning the interpretation of this Basic Law, I believe that based on the natural and statutory basic freedoms, including those relating to human dignity and liberty, a person may, before his death, within the framework of that striving for a ‘good life’, apply to the court, in principle, when there is no hope left for a cure and when his death is not swift or sudden, if he so wishes, to prevent purposeless medical treatment, in order to save himself pain and suffering, a feeling of personal degradation and humiliation of the humanity in him, when he reaches a point at which we cannot ask him to suffer these any more. When he cannot ask this himself, his guardians, the members of his family and those close and dear to him may do so on his behalf. What we must establish is the existence of those conditions that must be determined by a clear, express and detailed medical decision, so that they have the power and the authority to compel the doctors to refrain from those treatments, and which of course give the doctors protection from the viewpoint of the civil and criminal law.

Since I said that I would keep my opinion brief, I will certainly not refer to all the legal and other material cited by the honourable Vice-President. I will allow myself, here, to cite here in brief some remarks of President Shamgar in Jerusalem Community Burial Society v. Kestenbaum [1], at p. 481:

‘Human beings who are part of a given society are called upon to respect the personal, emotional feelings of the individual and his dignity as a human being, with tolerance and understanding, for personal emotional emphases differ from person to person, and in a free society, there is no striving for an unity of beliefs, ideas or feelings. A free society minimizes limitations on the voluntary choices of the individual and acts patiently, tolerantly, and even tries to understand others; this applies even when we are concerned with following paths that seem to the majority unacceptable or undesirable. Just as we should accept and respect the right of a society to develop its culture, national language, its historical tradition and other values of this sort, so too we must show a readiness to live with this or that individual within society, who chooses a path which is not identical with the goals and aspirations of the majority in that society… In a free society, there is room for many different opinions, and the existence of freedom within it, de facto, is shown by creating the proper balance, with which we aim to allow each person to express himself in the way that he chooses. This is the essence of tolerance, which allows a wide range of opinions, freedom of speech and freedom of conscience, as long as these do not endanger the general public or another individual.’

It is worth mentioning here that the draft Patient Rights Law passed a first reading after section 10 was removed from it, apparently because of a fear that its provisions were too general and broad, or too extreme. The section said:

‘10. A terminal patient is entitled to die with dignity, in accordance with his outlook on life and belief, and, in so far as possible, in the presence of a person of his choosing, and the treating physician and the medical establishment shall assist him in realizing this right and shall refrain from any act that may harm his dignity.’

For this reason, I stated earlier that legislation ought to be enacted. Such legislation should be made, in my opinion, after an appropriate committee with the appropriate composition (which shall surely include doctors and jurists but may also include other experts in the humanities and persons in other professions or occupations) makes recommendations for clear rules that will be followed in cases of applications of this type. Then the need to apply to judicial forums will also decrease.

However, as I have said, as long as there are no such criteria, the court may not avoid making a decision on this delicate and sensitive issue, even if it troubles and torments the soul of the judge. The decision in this case will be the result of the proper balance between the great principle of the sanctity of life and the sanctity of the human will and dignity within the framework of all the natural and lawful liberties, including the Basic Law: Human Dignity and Liberty but not only within the framework of this law (including s. 8 thereof), in accordance with the facts and circumstances of each case (see also A. Barak, Legal Interpretation, vol. 3, ‘Constitutional Interpretation’, Nevo, 1994, at pp. 286 et seq.). This will also ensure that we do not become victims of the ‘slippery slope’.

7.    This brings us to a case involving a minor, as is the painful case before us. Section 1 of the Legal Capacity and Guardianship Law, 5722-1962 says: ‘Every person is competent for rights and duties from the time he is born until he dies’. We are commanded to protect the welfare and health of the minor and to prevent any harm to him, to the best of our understanding and the prevailing principles with regard to every person as a person, and all the more so since he is a minor. Indeed, many laws are intended, whether directly or indirectly, to protect and shelter him (there are also cases where the protection extends also to a foetus — see CA 413/90 A v. B [33]).

The dignity and freedom of a minor should be as precious to us as our own dignity and freedom, and the sanctity of his life should be more sacred than our own life, and the suffering of a child should hurt us more than our own suffering.

A minor has full rights except as limited by law.

Therefore, in the case before us also, his right is that his dignity in a terminal state should be maintained, and pain, suffering, personal degradation and unnecessary humiliation should be prevented. Therefore even a minor may, in those same instances and circumstances, if he is able to, apply to the court to prevent such outcomes. His guardians, including his natural guardians, i.e., his parents, or either one of them, may also make this application on his behalf, whether or not the minor is capable of submitting such an application himself.

Indeed, we must be completely and meticulously insistent with regard to the existence of those conditions which make it possible to make such an application. Neither in every case not at every age can a minor reach a decision according to the particulars of the case for the purpose of giving his consent or submitting an application. Not every consent is his consent, and it must be ascertained whether his request is influenced by others because of their care for him, his respect for them or his fear of them (including his parents and guardians), and perhaps this request and consent is not the request or consent of the minor. Certainly the parent’s application should be examined (and in every case both parents should be heard) or that of the guardians as well as the sincerity of their application, with all the respect due to them. However, this course should not be regarded merely as available or possible, but as obligatory, on behalf of the minor and for him, in accordance with the aforesaid principles.

With all respect, I do not accept the argument that such an application by the guardians is contrary to any provision of the Legal Capacity and Guardianship Law. Section 68 of this Law, which concerns the duty ‘to protect the physical and mental welfare of the minor…’ certainly constitutes no such barrier. On the contrary, it is consistent with this Law. This position finds solid support also in sections 1, 14, 17, 19 and 20 of the same Law. I also do not accept that one of the parents may not make the application on behalf of the minor without the other parent. Admittedly s. 18 requires the consent of both of them, and under s. 19 of the said Law, the court will decide when there are disagreements between the parents, when the application is made jointly by the parents to the court for its decision, but in cases of the kind considered here, the parents or guardians do not necessarily apply to the court in their capacity as parents or guardians, but they act as a voice for the minor.

The minor may himself apply in any manner or through any proper person or organization, and certainly he may do so through his mother, in this or other situations of distress, to the proper court. There is support for this precisely in s. 68 of the Legal Capacity and Guardianship Law, and see all of chapter 4, and particularly s. 72 of the Law (and there is no need to refer to s. 3(a) of the Women’s Equal Rights Law, 5711-1951), provided that the court approves this application as it is, or by appointing another or an additional guardian or by appointing a guardian ad litem or by hearing the minor in person.

We should not lock the door in the face of a minor in distress, as long as he does not abuse this method (support for this position can be found in Garty v. State of Israel [22] and the ‘kidney’ case (Attorney General v. A [16]). It is incumbent upon the court, in this and other cases, to leave a door open in order to prevent injustice and distress to minors when their application is a genuine one, including a need of a terminal patient as in the case before us, according to the principle: ‘Open for us a gate, at the time of locking the gate, for the day is passing’ (the Closing Prayer on the Day of Atonement).

 

 

Appeal denied.

24 November 1993.

 

 

 

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