Everything about Penal Substitution totally explained
Penal substitution is a theory of the
atonement within
Christian theology, especially associated with the
Reformed tradition. It argues that
Christ, by his own sacrificial choice, was punished (penalised) in the place of sinners (substitution), thus
satisfying the demands of
justice so
God can justly
forgive the sins. It is thus a specific understanding of
substitutionary atonement, where the substitutionary nature of
Jesus' death is understood in the sense of a substitutionary punishment.
Differing doctrines
Advocates of penal substitution argue that the concept is both
biblically based and rooted in the historical traditions of the
Church. Those who are critical of it argue that at least some versions of the theory present difficulties in terms of modern
penal theory, and that it presents God as unjust and even cruel.
It has traditionally been compared with the so-called classic theory, that Christ's death represents the cosmic defeat of the
devil to whom a
ransom had to be paid, a view popularised by
Gustaf Aulén and secondly with the notion that the cross had its effect on human beings, by setting forth a supreme example of godliness or by blazing a trail which we must follow or by involving mankind in his redemptive obedience, the so-called subjective or
exemplary theory associated with
Peter Abelard and Hastings Rashdall.
On the other hand, those teaching an interpretation of the Cross consistent with penal substitution reject such a characterization of their beliefs. Their theory teaches that Christ's cosmic defeat of the devil was accomplished because Jesus suffered the penalty for mankind's sins. Under this view, the nature of Satan's authority over humanity comes from mankind's guilt, somewhat like a jailer. Once that guilt is paid for and erased, the devil has no more power over the person saved.
Still others argue that seeking a single meaning in Jesus' choice to willingly die on the Cross (as he said in "for this purpose I came to this hour") sets up a false dichotomy, and find multiple effects, motives, and aspects of Jesus' death. They teach that Jesus' death was both penal and exemplary substitution at the same time.
Penal substitution derives from the idea that divine forgiveness must satisfy divine justice.
Important theological disputes about the doctrine turn on the doctrine of the Trinity and (for many but not all expressions of the concept of penal substitution) the doctrine of faith union of believers with Christ which prevents an understanding of penal substitution by those to whom God's grace hasn't yet been given.
On the one hand, many reject the Biblical claim that Jesus was himself God, visiting the Earth in a human body. For those who see Jesus as an ordinary (if good) man, find substitutionary atonement objectionable in terms of party A (God) punishing unrelated party B (Jesus) for the sake of third party C (sinners).
On the other hand, those who believe that Jesus was himself God in keeping with the doctrine of the Trinity (See John Chapter 1 and Mattew 28), believe that God took the punishment upon himself rather than putting it on someone else.
Thus the question arises as to whether God visited the Earth in the person of Jesus to take mankind's sin upon himself (God) or whether God chose a man named Jesus to pay for humanity's sins.
The doctrine of union with Christ affirms that by taking the punishment upon himself Jesus fulfils the demands of justice not for an unrelated third party but for those identified with him. The
resurrection of Christ is necessarily linked to this as the vindication of Christ and those who belong to him. If, in the penal substitution understanding of the atonement, the death of Christ deals with sin and injustice, his resurrection is the renewal and restoration of
righteousness.
History
Early Church
The history of the
early church, following the ending of persecution, with the conversion of the
Emperor Constantine, is marked by
creedal controversies centring around the
doctrines of the
Trinity and
Christology. The resulting
Nicene Creed contains no detailed articulation of a doctrine of the atonement. "Redemption didn't become a battle ground until the
twelfth century."
However, among the variety of ideas about the atonement during the early centuries, can be detected the so-called "realist theory" which directed attention to Christ's sufferings and to their significance. According to the
Patristics scholar J.N.D. Kelly, "This pictured Christ as substituting himself for
sinful men, shouldering the penalty which justice required them to pay, and reconciling them to God by his sacrificial death."
Among the Latin Fathers,
St. Augustine in particular writes that "by His death, the one most true sacrifice offered on our behalf, He purged abolished and extinguished ... whatever guilt we had." "By it", writes Kelly, "God's wrath was appeased and we were reconciled to him." Nevertheless this is one of several strands of thought: he expounds the mediating work of Christ, his act of ransoming humankind and also the exemplary aspect of Christ's work. As with his predecessors, such as
Justin Martyr c.100-165 and
Gregory of Nazianzus the imagery of sacrifice, ransom, expiation, and reconciliation all appear in his writings.
The dominant strain in the writing of the Greek Fathers, such as
St. Athanasius, was the so-called "physical" theory that Christ, by becoming man, restored the divine image in us; but blended with this is the conviction that his death was necessary to release us from the curse of sin, and that he offered himself in sacrifice for us.
Anselm and the Reformers
It wasn't until
St. Anselm's famous work
Cur Deus Homo (1098) that attention was focused on the theology of redemption with the aim of providing more exact definitions (though there's disagreement as to how influential penal conceptions were in the first five centuries). Anselm held that to sin is for man "not to render his due to God." Comparing what was due to God and what was due to the
feudal Lord, he argued that what was due to God was
honour. "'Honour' comprises the whole complex of service and worship which the whole creation, animate and inanimate, in heaven and earth, owes to the Creator. The honour of God is injured by the withdrawal of man's service which he's due to offer." This failure constitutes a debt, weight or doom, for which man must make satisfaction, but which lies beyond his competence; only if a new man can be found who by perfect obedience can satisfy God's honour and by some work of supererogation can provide the means of paying the existing debt of his fellows, can God's original purpose be fulfilled. So Christ not only lives a sinless life, which is again his due, but also is willing to endure death for the sake of
love. Thus, Anselm's understanding can best be understood from
medieval feudalistic conceptions of
authority, of sanctions and of reparation. Anselmian satisfaction contrasts with penal substitution in that Anselm sees the satisfaction (for example restitution) as an alternative to punishment "The honour taken away must be repaid, or punishment must follow" (bk 1 ch 8), whereas penal substitution views the punishment as the means of satisfaction.
Broadly speaking,
Martin Luther followed Anselm, thus remaining mainly in the "Latin" model identified by
Gustaf Aulén. However, he held that Christ's atoning work encompassed both his active and passive obedience to the law: as the perfectly innocent God-man, he fulfilled the law perfectly during his life AND he, in his death on the cross, bore the eternal punishment that all men deserved for their breaking the law. Unlike Anselm, Luther thus combines both satisfaction and punishment.
Calvin appropriated Anselm's ideas but crucially changed the terminology to that of the
criminal law with which he was familiar - he was trained as a lawyer - reinterpreted in the light of Biblical teaching on the law. Man is
guilty before God's
judgement and the only appropriate punishment is
eternal death. The
Son of God has become man and has stood in man's place to bear the immeasurable weight of wrath; the curse, and the condemnation of a righteous God. He was "made a substitute and a surety in the place of transgressors and even submitted as a criminal, to sustain and suffer all the punishment which would have been inflicted on them."
The work of the
Reformers, including
Zwingli and
Philip Melanchthon, was hugely influential. It took away from religion the requirement of
works, whether corporal or spiritual, of the need for
penances, belief in
purgatory, indeed the whole medieval penitential system; and it did so by emphasising the finality of Christ's work.
Criticisms
The radical response came from the pen of
Faustus Socinus, the anti-Trinitarian Italian scholar, who declared that Calvin's description was "irrational, incoherent, immoral and impossible." His objections were as follows:
- Giving pardon doesn't square with taking satisfaction;
- There is nothing that conforms with justice about punishing the innocent and letting the guilty go free;
- The temporary death of one isn't a substitute for the eternal death of many;
- Perfect substitutionary satisfaction would confer on its beneficiaries an unlimited permission to sin.
Socinus' analysis from his belief that Jesus wasn't himself God come in the flesh to intentionally die for humanity. Socinus forcibly argued against the
Trinity. It thus follows as a natural consequnce that it would be unjust to punish Jesus for the sins of others. Similarly, his argument that a temporary death of one wouldn't be sufficient to pay for all mankind's sins also flows from his premise that Jesus was only an ordinary man.
Calvin's general framework, coinciding as it did with a rising respect for law, considered as a bulwark against the ferments of war, revolution and civil insurrection, remained normative for
Reformed Christians for the next three centuries, but Socinus' response likewise remained potent. Moreover, if Socinus spoke from the point of view of the radical reformers, there were also catholics for whom the once and for all nature of Christ's redeeming work was in danger of weakening the doctrine of sanctification and the spiritual life of the believer and his or her appropriation of the divine mystery through the sacraments of penance and the Eucharist.
Further, with the development of notions of inalienable personal responsibility in law, the idea of "penal" substitution has become less easy to maintain. In modern law, the punishment of the innocent and the acquittal of the guilty is regarded as the perfect example of injustice. F.W. Dillistone stated that "no strictly penal theology of the atonement can be expected to carry conviction in the world of the twentieth century."
Among the problems identified is that fact that the word "penal" implies an association with law, but the relationship between theological ideas and social institutions such as the law changes. The contemporary argument as to the relationship of human rights to positive law is a modern extension of this.
Secondly, ideas of justice and punishment are not the same in
Jewish law, imperial
Roman law,
sixteenth century European law and modern
common law. Thus, for instance, "
satisfaction" and "
merit" are understandable within the context of Roman law, but sit less easily within either Old or New Testament conceptions. Likewise, when the word "penal" is used it raises as many questions about the different theories of punishment, past and present.
Thirdly, in Calvin's work, and subsequently, there's an interplay between legal and cultic language. Words such as "curse", "expiation", "propitiation", "wrath", "sacrifice" appear together with sixteenth century legal language. "The framework is legal, the process is cultic. Removal of legal sanctions is equated with freedom of access in worship." Calvin contends that it was necessary for Jesus to suffer through a judicial process and to be condemned as a criminal (even though the process was flawed and
Pilate washed his hands of the condemnation, but tying this to the need for sacrifice "proved to be a dead weight upon the thinking and imagining of Reformed Christendom."
Finally, a view of human salvation which defines it in terms of once-and-for-all acquittal has to deal with its relationship to subsequent actions and the lives of those not born at the time of the Paschal Mystery.
Replies
In response, Christian theology teaches that critics overlook the repeated declarations of Jesus that he intended to die on the cross, and that his death was the very purpose for which he was born on the Earth . It is irrelevant, they argue, whether it might be unjust to punish an innocent bystander involuntarily, since the actual proposition is one of a hero Jesus offering voluntarily to die on behalf of others, like a soldier throwing himself on a hand grenade to save his fellow soldiers. Jesus himself taught that "greater love has no one than this, that a man lay down his life for his friends" and repeatedly announced that he was intentionally going to Jerusalem, knowing that he was heading to his death (; ).
Jesus' identity as himself being God is also central to penal substitution. Those who don't believe that Jesus was God visiting the Earth in a human body necessarily conclude that God chose a bystander named Jesus to suffer for others. However, those who believe that Jesus was actually God (; ) conclude that God -- against whom mankind had sinned -- came to accept the penalty upon himself. Thus, they see no injustice in God choosing to come to Earth in order to take humanity's sin upon himself.
J. I. Packer states that language must be used in a stretched sense. God isn't a sixteenth century monarch, he says, and divine government isn't the same as earthly government. He states that Christians should regard all truth of God as an "apprehended mystery", and always hold that God is greater than our formularies. He holds, nonetheless, that penal substitution can be described a model in a way comparable to how physics uses the term. He defines for theology the term model as "explanatory constructs formed to help us know, understand, and deal with God, the ultimate reality." He states that the "mystery of God is more than any one model, even the best, can express." He states that "all the knowledge we can have of the atonement is of a mystery which we can only think and speak by means of models." To Packer, the biblical models are presented as being inspired by God and given to us as "knowledge of the mystery of the cross." The theologian Stephen Sykes has interpreted Packer's account of Penal Substitution as being presented as a metaphor.
Theologians who advocate penal substitution are keen to define the doctrine carefully, rather than, as Packer says, crudely. The primary question is, he says, not the rationality or morality of God but the remission of one's sins. He suggests that it be seen not as a mechanical explanation (how it works) but rather than
kerygmatically (what it means to us). Denney contends that the atonement shouldn't be seen
forensically (though as Packer says, Denney avoided the term "penal" in any case). What matters in Packer's view is that "Jesus Christ our Lord, moved by a love that was determined to do everything necessary to save us, endured and exhausted the destructive divine judgement for which we were otherwise inescapably destined, and so won us forgiveness, adoption and glory".
Bible passages
The Bible includes, not merely the story of the Paschal mystery in the Gospels, but also the sources of ideas of the atonement. The Fathers often worked upon biblical quotations, from both Testaments, describing Christ's saving work, sometimes adding one to another from different places in Scripture. Calvin made special appeal to the Suffering Servant passage in and to with its reference to the "
Harrowing of Hell" - the release of the spirits of those who had died before Christ. From the former he singled out "But he was wounded for our transgressions, he was bruised for our iniquities; upon him was the chastisement that made us whole, and with his stripes we're healed." Both are set, by Calvin within the context of Pilate's court of judgement to which, however, they don't properly belong; nevertheless, the image of "one who has borne the stripes and the chastisement which should, by strict desert have fallen" upon others, within the divine purpose, is, all on sides agreed to be an essential element in the story.
On the basis of it has been argued that there are, in fact, different models of penal substitution in which ideas of justification work together with redemption and sacrifice (expiation). Thus: "For all alike have sinned and are deprived of the divine glory and all are justified by God's free grace alone through his act of redemption in the person of Christ Jesus. For God designed him to be the means of expiating sin by his death, effective through faith. God meant by this to demonstrate his justice, because in his forbearance he'd overlooked the sins of the past, showing that he's himself just and also justified anyone who puts his faith in Jesus."
Recent controversies
Most recently, controversy has arisen over the strict doctrine of penal substitution in which Socinus's argument about the justice of God has been raised: in modern dress the question is put has been whether it constitutes "cosmic child abuse."
This view, of course, begins with the rejection of the
Trinity and presupposes that Jesus wasn't God himself come to Earth through they mystery of the Trinity. It also depends upon rejecting the role of Jesus in voluntarily choosing to die for the benefit of humanity.
The debate has largely been conducted in evangelical circles, though the dismissal of the doctrine of penal substitution on moral grounds by the
Anglo-Catholic Jeffrey John in a broadcast talk during Holy Week has drawn fire in his direction.
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