Most reasoning about matters of equality, distributive
justice and universalizability follows the same pattern in which
a statement about a certain form of equality is succeeded by
some kind of exceptive clause (or adverbial clause of open
condition), usually starting with unless or except.
For example, the claim that moral principles are universalizable
must be understood in the following way --it has been said: if
one person ought to do x, everyone else ought to do x 'unless
there are relevant differences' between the two persons and/or
between their situations. This principle 'that no person should
be treated differently from any or all other persons unless
there is some general and relevant reason which justifies such
a difference in treatment' has been called "a fundamental
principle of morality, if not of rationality itself". Another
theorist has expressed the same idea by stating that it is 'part
of the concept of morality that no person is simply excluded
from moral consideration'. Being excluded altogether is distinguished
here from being considered differently. But also in the
latter case 'the difference made must be justified by some
morally relevant ground of distinction'. What it all amounts
to is that people are 'to be treated equally, except when
unequal treatment can be justified'. A very special justification
which has been mentioned in this context is that the
unequal treatment may promote greater equality in the long run.
Where this is indeed the case, it is a certain kind of
inequality which serves equality.
What most, if not all, of those philosophizing on equality,
justice and related issues seem to maintain, superficially
speaking, is that people or cases are (relevantly) equal,
unless (relevantly) different. Purely
truth-conditionally (relevantly) equal, unless (relevantly)
different and (relevantly) different, unless (relevantly) equal
are tautologies which signify the same: nothing of interest. But we are
not just dealing with two (parts of) propositions which are true under
all circumstances; we are dealing with people (ethical theorists,
for instance) who choose to utter the one proposition and
not the other. Their utterances (or inscriptions) are moves in a
conversational game. Someone saying "(relevantly) equal, unless
relevantly different" does say something of interest, because
'e does not just choose any
tautology, but 'e draws a distinction between this one and all others
for a reason. ( Compare someone saying "a promise is a promise" at a
particular place and time.)
It is a maxim of linguistic pragmatics that a person should
be relevant every time 'e contributes something to a conversation.
The maxim is part of a general principle governing
people's conversation which is called "the cooperation principle".
It is on the basis of this principle and maxim that the
equal, unless different pattern is selected, rather than a
different, unless equal pattern. The only sensible interpretation
of the equal, unless pattern is, then, that people or
things have to be treated (relevantly) alike, unless there can
be shown to exist a (relevant) difference which justifies
treating them in a different way. Almost all writers on ethical
issues like equality and justice explicitly speak of departures
from equality and of differences having to be justified (for
example, by stating that it is unequal treatment which requires
justification). For all of them the burden of proof rests with
the one who wants to make a difference to prove that such a
difference is relevant. This means quite something else than
different, unless .., when the burden of proof would rest with
someone who wants to treat cases or people alike. That person
would have to prove that no distinction on the basis of whatever
factor were relevant, and particularly, that a distinction or
set of distinctions drawn by
'er opponent were irrelevant
(assuming that the opponents do agree on the focus of relevancy
itself ).
That unequal treatment may promote greater equality in the
long run is only one kind of justification. Other justifications
which have been mentioned rest, for example, on considerations
of beneficence or utility, and on people's differing needs,
situations or preferences. With respect to citizenship it has
been argued that everyone should be 'treated as capable of
citizenship unless very strong evidence of personal incapacity
is produced', such as 'infancy and insanity'. (But --it is
added-- 'social characteristics' such as 'poverty and race' have
not been 'accepted generally as good reasons for exclusion'.)
That the burden of proof itself lies with those who want to
treat people or things differently cannot be proved; at the
most it can be proved that individual theorists believe
it to lie there.
The advantage of the egalitarian formula that a difference
made has to be justified and may always be disputed, is that it
is an action, not an omission or nonaction, which requires a
justification. The burden of proof, then, even rests with those
who want to treat cases relevantly alike by treating them
dissimilarly in relevant respects. (If the egalitarian has
thought about the other side to the picture at all.) A serious
problem is that no-one has ever provided an exact criterion, or
set of criterions, to verify relevance, just as no-one can give
a criterion to verify universal nonanalytical statements. (In
division 4 of this chapter we will only discuss some criterions
for falsifying relevance judgments.) It follows that an egalitarian
cannot require someone who makes a distinction to prove
in the strict sense that this distinction is relevant, in any
way, discriminationally relevant. (We will see that statistical
relevance is not sufficient.) An anti-egalitarian might therefore
object that it is the egalitarian who has to prove the
irrelevance of the distinction. This is the different, unless
approach. Such an objection would be unreasonable, however,
since it requires
'im to prove the irrelevance
of a distinction made by others after it has been made, or which 'e
'imself does not want to make. Moreover, altho it is possible to prove
irrelevance in some cases, this does not mean that every
instance of irrelevance can even theoretically be proved. In
practise the possibilities are even limited to a much greater
extent, if present at all.
Whereas actual discriminational relevance can never be irrefutably
proved (if this is right), it is a proof of potential
relevance which can be demanded in the equal, unless procedure.
Statistical relevance is such a proof. The subsequent
assumption of actual relevance may then not be contested, by
proving the irrelevance of the distinction, for instance. This
seems to be a weak point in the whole procedure. Yet, the
question is not so much whether it is weak or strong, but
whether it is weaker than another spot in the total scheme,
namely the choice of focus, which must not be contested either.
And presumably, it is not.
A traditionalist approach to the burden-of-proof issue would
be to require anyone who deviates from traditional practise or
convention to prove that a difference is irrelevant altho
'everyone' makes it, or to prove that it is relevant altho 'no-one'
makes it. It is a viewpoint which makes normative thought,
and moral reasoning in particular, depend on what the majority
in a certain (sub)culture or social environment have 'always'
taken to be relevant and irrelevant, right and wrong. It
stresses factual morality in a historical or sociological sense,
and assigns normative significance to mere belief, coherent or
not coherent. Within the framework of normative philosophy,
however, only an equal, unless tenet constitutes a systematic
code, or for that matter, a different, unless tenet.
To require that it is a material difference of treatment of
which the relevance has to be made plausible, represents a kind
of idea of equality (and justice) which is nothing else than a
relevance principle interpreted in an equal, unless manner,
nothing else than some 'principle of nondiscrimination'. It is
not to be concerned yet with the content of the focus of
relevancy, that is, with the kind of goal, purpose or other
directional entity in question. A different sort of notion of
equality (and justice) is it which entails that equality itself
should be a focus. Thus according to the relevance principle
under the equal, unless interpretation one must treat the rich
and the poor alike, unless their wealth makes a relevant
difference in respect of some goal recognized as a focus. The
richness and poorness of people is, then, still taken for
granted, however big the difference in wealth may be. And any
goal could be a focus of relevancy, whether pertaining to an
economic quantity or not. But if the relevance principle is
combined with a separate principle of equality determining that
the equality of wealth (the incomes and/or assets of people)
ought to be a goal in itself, one must not only treat the rich
and the poor in a relevantly similar way, but one must also
strive for making them equally rich ( or 'equally poor' -- it
might be sarcastically commented ). All distinctions made to
promote this value now become relevant, for example, to have a
rich person pay disproportionately more taxes than a poor
person, the difference in wealth thus being lessened as much as
possible.
Altho those who speak of "equality" and "(distributive)
justice" turn out to use the phrases relevant and morally
relevant with the greatest ease, the above example should show
how important it is that they clearly state the following two
things: (1) whether they recognize only relevance or both
relevance and equality (as a focus of relevancy); and (2),
where for them the burden of proof lies. To make such a precise
statement is conceptually possible, altho it requires a minimum
insight into the role of relevancy itself. To obtain this
minimum insight we should also look at other disciplines than
ethics or normative philosophy, even tho this is going to
confirm our expectations.
|