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  Acknowledgements
  Table of Contents
Ratio
Formationis

Norms for Formation

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Spiritual Direction
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Third Order
Regular Spirituality

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History of the Third Order Regular
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Diversity of the Third Order Regular
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St.Francis:
Father & Teacher of the Third Order Regular

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Contemplative Nuns of the Third Order Regular
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Method for Reading the Writings of St.Francis
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Symbols of Identification
& Unity

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Spirituality
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GENERAL..imagesblu_gry.gif (541 bytes) Development of the New Third Order Rule
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Commentary on the Rule of the Third Order Regular
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Rule of Life
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Constitutions
& Statutes

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Study of the Constitutions
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The Charism of Penance/The Meaning of Penance
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The Way of Penance in Francis of Assisi
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The T.O.R Charism of Penance
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Penance
& Minority

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Penance
& Poverty

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Prayer:The Practice of
Lectio Divina

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Places in
the Story of St.Francis &
The Brothers
of Penance

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Penitential Spirituality in
the Franciscan Sources

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Be Penitents
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Comprehensive Course in Franciscanism
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Mendicants
The Practice
of Mendicacy

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Guidelines / Directions for Friars
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Third Order Regular in Ireland
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Franciscan Family Tree
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  Franciscan Federation, USA

 
 
Development of the New Third Order Rule

... renewal of the religious life comprises both a constant return to the sources of the whole of the Christian life and to the primitive inspiration of the institutes, and their adaptation to the changed conditions of our time.

Bro. Paul McMullen, TOR

INTRODUCTION

The Vatican II Decree on the
Renewal of Religious Life stated that:

The Gospel must be taken by all institutes as the supreme rule. The spirit and aim of each founder should be faithfully accepted and retained, as indeed should each institute's sound traditions, for all of these constitute the patrimony of an institute. Institutes should see to it that their members have a proper understanding of men, of the conditions of the times and of the needs of the Church. ( 7) Austin Flannery, OP, ed., "Perfectae Caritatis", n.2. Vatican Council II, The Conciliar and Post Conciliar Documents (New York: Costello Publishing Co., Inc., 1975), p.612.

The Church's call to renewal has been answered by the Congregations of the Third Order Regular of St. Francis in various ways and at various times in recent years. Their most notable and historic response was the writing of the new Rule for the TOR, which received papal approval. Let us now look at how this renewal process took place.

Brief History of the Franciscan Tertiary
Interobediential Congresses

In 1950, at the invitation of Fr. John Boccella, TOR, Minister General of the Third Order Regular, the first Franciscan Tertiary Interobediential Congress took place in Rome. The purpose of this meeting was to consider the possibility of forming a confederation of the male Congregations professing the Rule of the TOR. This meeting also served as an opportunity for the Superiors General of the Tertiary Congregations present to become acquainted with each other and to know and appreciate the work being done by the various Congregations.

The Congress was held in 1955. Among the ideas discussed at this meeting were: the exchange of personnel among the various groups, the feasibility of a common liturgical calendar, and having the Procurator General of the TOR represent the Tertiary Congregations to the Holy See.

In 1961 a third Congress was held. At this meeting a study was made of the various ways of mutual collaboration. A Secretariat for the organization was established. (8) Eight male Tertiary Congregations were represented at the first Congress, seven at the second and eight at the third. In 1966, twelve Congregations were considered part of the Interobediential Congress; information was known about several others. A directory was published in 1968.

A national meeting of Tertiary Congregations of men with houses in the US was held at St. Francis College, Loretto, Pennsylvania in 1962. The main theme of this meeting was education; a major apostolate of those in attendance.

The various Congresses and meetings of the Franciscan Tertiary Congregations of men served to make all aware of the existence and ministries of one another. Some collaborative efforts resulted: in some instances, TOR priests acted as chaplains for groups of brothers; brothers helped the TOR's in mission areas in India and South America.
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Footnotes:
7) Austin Flannery, OP, ed., "Perfectae Caritatis", n.2. Vatican Council II, The Conciliar and Post Conciliar Documents (New York: Costello Publishing Co., Inc., 1975), p.612.

8) Eight male Tertiary Congregations were represented at the first Congress, seven at the second and eight at the third. In 1966, twelve Congregations were considered part of the Interobediential Congress; information was known about several others. A directory was published in 1968.

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Preparations for the Madrid Meeting

 

In 1972, Fr. Louis Secondo, TOR, Minister General, wrote to those congregations who had participated in the previous Congresses, asking them if they would be willing to participate in another meeting. Upon receiving a favorable response, preparations began for the Fourth Franciscan Tertiary Interobediential Congress.

Early in 1973 Fr. Roland Faley, TOR, and Fr. Thaddeus Horgan, SA, had several conversations about the possibility of revising the Rule of the TOR. Over a period of several months they wrote an initial document. This document was presented to the delegates attending the first preparatory commission meeting in the spring of 1973. At this meeting it was decided that the Congress would be concerned with the formulation of a revised Rule; as well as the history of the Penitential movement, and Francis' relationship to it.(9) Fr. Roland Faley, TOR was elected president of the Preparatory Commission; Bro. Paul McMullen, TOR as secretary.

After this meeting, letters were sent to the Superiors General of 16 male Franciscan Tertiary Congregations, inviting them to the fourth Congress, scheduled for Madrid in April, 1974. The principal item on the agenda would be the revision of the TOR Rule. A copy of the proposed draft and commentary was enclosed. They were asked to submit their comments and suggestions.

A second commission meeting was held in January, 1974. Reports from various Congregations indicated that much more education was needed on the historical origins of the Franciscan Penitents, as well as our particular identity, history and spirituality. The earlier draft was revised and plans were finalized for Madrid. In addition to the Superiors General of all known male Tertiary Congregations, an invitation was extended to the various Conferences of Tertiary Sisters and to the Anglican Franciscans. The revised draft was sent to all those invited to the Congress.

Fourth Franciscan Tertiary
InterobedientiaI Congress

This meeting was held in Madrid in April, 1974. In attendance were representatives of Franciscan Tertiary male Congregations, Sisters' Federations, the Anglican Franciscans, and the preparatory commission. (10) The Superior General or Delegate from ten male Tertiary Congregations attended; six Sisters' Conferences were represented.

Papers were presented with important information on the early history of the Franciscan penitential movement, the various TOR Rules, biblical insights on conversion, and the Order today.

The papers and the proposed draft of the Rule were discussed at great length. All agreed that there was need for a new Rule, expressing our Franciscan Tertiary charism of penance as metanoia, or Gospel conversion. The proposed draft was modified and became a study document entitled "A Statement of Understanding of Franciscan Penitential Life". This document, along with the papers presented at the Congress, was translated into English, Italian, Spanish and German. Copies in the appropriate language were sent to the Superiors General and Sisters' Federations for distribution to members of their organizations. A process of education was seen as essential for Tertiary Franciscans, in light of new historical research and biblical study. Bro. Paul McMullen,TOR, was elected secretary of the Congress to oversee the above mentioned translations and distribution of materials.
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(9) Fr. Roland Faley, TOR was elected president of the Preparatory Commission; Bro. Paul McMullen, TOR as secretary.

(10) The Superior General or Delegate from ten male Tertiary Congregations attended; six Sisters' Conferences were represented.

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Holy See Informed

At the close of the first commission meeting, the members met with Archbishop Mayer, secretary of the Sacred Congregation for Religious (SCRIS) to explain the work being done towards eventual revision of the TOR Rule. After their second meeting, a progress report was sent to SCRIS, informing them of plans for the Fourth Interobediential Congress.

Fr. Basil Heiser, OFM Conv., sub-secretary of SCRIS, attended the final session of the Madrid meeting. He called the Congress "a praiseworthy effort at renewal of religious life." Noting the history and background of the Rule of 1927, he felt that the Holy See would look favorably on a revised Rule. Fr. Basil added that no new Rule would be imposed on any Community which felt it could not receive it.

Distribution

Copies of the Madrid Statement were sent to all the friars of the Third Order Regular. In an accompanying letter, Fr. Louis Secondo said that this Statement:

... expresses our basic purpose and understanding of ourselves as members of the Order of Penance within the Church in the world of today. It is to be considered as a position paper, an interim step towards a new Rule. (11) Fr. Louis Secondo, TOR, in a letter to all TOR friars, June, 1974.

The papers presented and the proceedings of the Madrid Congress were translated into English, Italian, Spanish and German and published as a special issue of the Analecta, T.O.R., Vol. XIII, n. 123, 1974. A Study Guide to the Madrid Statement was printed and distributed through the Federation of Franciscan Sisters of the USA. (12) This Study Guide was compiled and edited by Sr. Rose Margaret Delaney, SFP and Fr. Thaddeus Horgan, SA and published in 1974.

Reflection:

Vatican II mandated renewal for Religious Congregations. The first major attempt at this by the Third Order Regular was the Madrid Statement. Through commissions, consultation, historical research and the Fourth Franciscan Tertiary Interobediential Congress, many Franciscan Tertiary Congregations believed that the TOR Rule of 1927 was no longer a relevant expression of our identity and charism. The Madrid Statement expressed our self-understanding as Franciscan Penitents in today's world.

The Analecta TOR containing the proceedings of the Madrid Congress was sent to all the houses of our Order. The US Federation of Franciscan Sisters promoted the Madrid meeting through their Study Guide. Although information was available, many houses and individuals did not use this opportunity for study and reflection on our roots. The importance of the work being done was not well communicated. The Madrid Statement was considered by many as yet another renewal document.

Many Franciscan Tertiary Congregations did not provide this information for their members. Most Congregations were busy at this time rewriting and updating their Constitutions. Some Tertiary Congregations (especially Sisters' groups) were founded by a member of the First Order; many had First Order friars as consultants and spiritual directors. These Congregations tended to adhere to a Minorite or Clarisan tradition. Other Congregations were founded for some specific apostolate and given the TOR Rule by the Church. They did not identify with the TOR and our identity, charism and spirituality as Franciscan Penitents. Available information on these subjects was limited in several languages (especially English); often Congregations were unaware of available sources.
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(11) Fr. Louis Secondo, TOR, in a letter to all TOR friars, June, 1974.

(12) This Study Guide was compiled and edited by Sr. Rose Margaret Delaney, SFP and Fr. Thaddeus Horgan, SA and published in 1974.

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RULES OF THE THIRD ORDER REGULAR

Moving from consideration of revising the TOR Rule, I will now discuss the importance of a Rule, Francis' directives to the Penitents, and the Rules of the TOR over the centuries.

Rule versus Constitutions

A Rule is a sacred document, written by a founder of a religious Order or given by the Church. It is a spiritual document, containing the outline, the guidelines for a particular form of religious life: a specific way of living the Gospel. It is the basic document of a religious Order. On the other hand, Constitutions are legal prescriptions that spell out in greater detail and in practical ways the outline provided by the Rule. (Canon 587:3) The Rule is the skeleton, the Constitutions are the fleshing out of this. A Rule must be approved by the pope; Constitutions may be changed by a General Chapter, then approved by SCRIS. All of the approximately 430 Congregations of the TOR have the same Rule; each has different Constitutions describing their specific lifestyle, ministry, government and formation.

Francis' directives to the Penitents

Many believe that the Franciscan Penitents received their first norm of life from Francis in 1209. Celano says:

Many of the people, both noble and ignoble, cleric and lay, impelled by divine inspiration, began to come to St. Francis, wanting to carry on the battle constantly under his discipline and under his leadership..... To all he gave a norm of life, and he showed in truth the way of salvation in every walk of life. (13) Celano, 36-37

Some of the early Franciscan Penitents were married; others remained single. Some lived in their own homes; others were hermits, itinerant preachers, members of the clergy. At the time of Francis, some Penitents had begun to live in community. Often the Penitents were involved in some work of mercy, such as staffing a hospital for lepers, or a hospice for pilgrims.

T.O.R. RULES

1215: Volterra Letter

This is a first version of the Letter to the Faithful. It is an "Exhortation to the Brothers and Sisters of Penance." It was discovered by Paul Sabatier in the Guarnacci Library, Volterra, Italy and first published in 1900. Among the manuscripts of the Letter to the Faithful, Kajetan Esser says that the "text of Volterra held a special place among all the materials."" It was published among the definitive writings of Francis in 1976. (14) Regis Armstrong, OFM, Cap. and Ignatius Bradley, OFM, Francis and Clare - The Complete Works (Ramsey: Paulist Press 1982).
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(I3)  Celano, 36-37
(14) Regis Armstrong, OFM, Cap. and Ignatius Bradley, OFM, Francis and Clare - The Complete Works (Ramsey: Paulist Press 1982).

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This early exhortation of Francis to the "Brothers and Sisters of Penance" reveals the foundations of Francis' penitential spirituality as faith and repentance. It illustrates how well Francis had absorbed the Scriptures into his being. It speaks simply of those who do penance (they are happy and blessed), and those who do not do penance (they are blind and lack spiritual wisdom).

The first part of this earliest written message of Francis to his Penitents forms the Prologue of the Rule of the Brothers and Sisters of the Third Order Regular of St. Francis and is also the Prologue of the Rule of the Secular Franciscan Order. Both Orders share the same roots in the ancient Order of Penance and initially shared a common Rule. Our present identity is clearly established in what became known as Francis' Order of Penance.

1221: Letter to All the Faithful

Fr. Kajetan Esser,OFM, a noted modern Franciscan historian says:

Though addressed to 'everyone in the whole world', it is not meant for all the faithful indiscriminately, but to those who followed Francis' spiritual direction. (15) Sr. Kathleen Moffatt, OSF, Guidelines for Instruction to TOR Franciscans on the Origen, Development and the Spirituality of the Petitential Life and Rule (Pittsburgh: Franciscan Federation, 1981), P. 13.

This letter details the characteristics of the penitent and Francis' pastoral guidance to those converted to following Christ. It stresses Catholic doctrine (as opposed to heretical groups of the time): the humanity of Christ and the Sacraments - especially the Eucharist and Penance. Many of the ideas in this letter are from the decrees of the Fourth Lateran Council of 1215.

1221: Memoriale Propositi - First Rule of the Order - Honorius III

This Rule juridically codified the spirit of Francis that is reflected in his earlier directives to the Penitents. It contains the essential elements of a religious Order according to a personal and communal program of Francis, centering around the intensification of the Christian life, the rediscovery of the Gospel message, and penance in the sense of conversion. The original text of this Rule no longer exists. Four ancient versions of this Rule, two before 1228, are preserved. One of these, the Venice Rule is printed in the Omnibus of Sources. (16) Marion Habig, OFM, ed. Francis of Assisi - Omnibus of Sources (Chicago: Franciscan Herald Press, 1973), P. 168.Three important regulations of this Rule had lasting implications for society. The Penitents were forbidden to take a formal oath except if compelled by necessity. This exempted them from military service. They were not allowed to carry lethal weapons. Disagreements and lawsuits were not to be taken to the civil courts for settlement, but to the ministers of the fraternity or to the bishop. This gave them ecclesiastical protection.
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15) Sr. Kathleen Moffatt, OSF, Guidelines for Instruction to TOR Franciscans on the Origen, Development and the Spirituality of the Petitential Life and Rule (Pittsburgh: Franciscan Federation, 1981), P. 13.
(16) Marion Habig, OFM, ed. Francis of Assisi - Omnibus of Sources (Chicago: Franciscan Herald Press, 1973), P. 168.

1289:  Supra Montem - Nicholas IV

This came about because of confusion regarding the Rule of 1221 and local statutes and customs. It gave a more orderly and legal arrangement to the Rule and gave the fraternities a uniform character. The right to take vows and live in community is recognized. The Order of Penance is officially called "Franciscan."

The Secular Franciscans observed this Rule until 1883, when Pope Leo XIII gave them a new Rule. It was in effect until 1978, when Pope Paul VI approved the present Rule for the Secular Franciscan Order, From Gospel to Life.

1447:   Pastoralis Officii - Nicholas V

The present Friars of the TOR trace their origins to this; it was more like statutes than a Rule. The pope ordered all small hermit communities in Italy to amalgamate into a regular Order. This union of various male Tertiary groups elected its own central government.

1521: Inter Cetera Nostro Regiminis - Leo X

This was a recast of the Rule of Nicholas IV, adapting it exclusively to men and women religious. It required the Brothers and Sisters to take the three vows and to live in community; it did not impose the cloister. It placed the Tertiaries under the jurisdiction of the provincials of the Observants. It was given specifically for Tertiaries dependent on the Friars Minor, not those who were autonomous. Many Tertiary Congregations continued to follow their own statutes based on the Rule of Nicholas IV. The TORs in Italy, who were juridically independent, did not follow this Rule. This Rule of Leo X is quoted in the Papal Briefs approving the Rules of 1927 and 1982.

1927: Rerum Conditio - Pius XI

This was not an entirely new document, for the Rule of Leo X is cited and there are references to the Rules of the First and Second Orders. All Third Order Congregations of men and women were placed under this Rule. It was brought about by the new Code of Canon Law and given to all Franciscan Tertiary Congregations.

RENEWAL DOCUMENTS OF TERTIARY FRANCISCANS

For many Tertiary Franciscans, the Rule of 1927 did not sufficiently articulate their identity and charism in the post-Vatican II Church. Responding to the Council's request for renewal, several Tertiary Franciscan groups wrote documents to give expression to their Franciscan life as it is lived today. These are listed below:

1969: The Dutch Rule

This was the work of the "Franciscan Cooperation," involving 19 Dutch Congregations. It addressed the Brothers and Sisters of the TOR concerning the Gospel life as Francis expressed it.

1969:  Go to My Brethren

This was a spiritual document for Apostolic Communities of Franciscan Women in the United States. It used Francis' Letter to the Faithful and his Testament. It was a non-juridical presentation of Franciscan principles and was used as a springboard for writing Constitutions.

1972:  The French Rule

This was written for Franciscan Sisters of the Active Life. It was written under the direction of the First Order and did not reflect the penitential spirituality of the Third Order. It was an adaptation of the 1223 Rule for the Friars Minor.

1973:   The German Rule

This spiritual text was written as a basis and model for new Constitutions.

1974:   The Madrid Statement of
Understanding of Franciscan Penitential Life

This Statement was approved at the Fourth Franciscan Tertiary Interobediential Congress. It sought to strengthen the bond of unity between the groups of friars and sisters of the TOR. This document gave a distinct and unique direction to the understanding of Franciscan Tertiary life today. It offered a clearer notion of penance in the biblical concept of metanoia, or ongoing conversion. Although we now have a new Rule, this Statement remains a valid spiritual document and expression of our Franciscan Penitential life.

MEETINGS

The Spirit was certainly at work because, within a five year period, several important renewal documents were written. With the exception of the Madrid Statement, all were sponsored by language and/or national groups in Europe and America. We will now look at national and international meetings held to discuss the various renewal documents. These meetings gradually led to cooperative work on the new Rule.

1976 (Nov.): Assisi

This was organized by European Franciscan Sisters, especially the French. It was attended by Superiors General of many European Franciscan Sisters Congregations and representatives of the (male) TOR. (17) TORs in attendance were Roland Faley, Paul McMullen, Raphael Pazzelli and Lino Temperini.

For the first time, many Franciscan Tertiary Religious were made aware of the existence of the various renewal documents; especially The Dutch Rule, The French Rule, and The Madrid Statement. Following the Assisi meeting, these were to be translated and distributed to participants and Federations. This task was never completed.

1978 (Mar.): Brooklyn

An informal meeting was held at the Brooklyn Brothers' residence at Bishop Ford High School. Representatives of various U.S. Tertiary Congregations active in promoting the Madrid Statement were in attendance. The purpose of the meeting was to share steps Congregations had taken to study and implement the Madrid Statement, and to assess ways
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(17) TORs in attendance were Roland Faley, Paul McMullen, Raphael Pazzelli and Lino Temperini.

for further study of our Franciscan Penitential charism. (18) An ad-hoc committee was formed to coordinate future direction and renewal efforts.

1979 (Oct.): Assisi

This meeting was attended by 150 Superiors General (or delegates) of Franciscan Sisters' Congregations from 27 countries, including 15 from the U.S. TOR friars were not invited. Some Friars Minor (definitors or experts) attended. The purpose of this meeting seemed to be to arrive at a consensus regarding a common Rule for Franciscan Sisters of the active life, using the French Rule as a basic document. This meeting was hosted by the International Franciscan Commission, composed mainly of French speaking Sisters from Belgium, France and Luxemburg, but more recently including Sisters from Italy and Germany. There was much discussion about the authority of this group, procedures, proposals, and the absence of male Franciscan Tertiaries. (19)

Three possible Rule texts were presented for discussion: The French Rule, The Dutch Rule, and The Madrid Statement. A group preference was sought; the decision was made to proceed with work on a new Rule.

The results of the Assisi meeting included the following: The French Rule was accepted by the group as the basic working draft. Two new groups were constituted to oversee the work of the Rule project. These were: The International Franciscan Bureau (BFI), composed of seven Superiors General of womens' Congregations, who would supervise the project. The other group was the International Franciscan Commission (CFI), whose nine members would organize the project. (20) Sr. Roberta Cusack, OSF, Executive Director of the American Federation of Franciscan Sisters was elected to the CFI. An "expert" from each of the four Franciscan Families of men was requested.

A resolution was introduced which invited collaboration and integration of the male Congregations in the Rule project. The goals, process, and results of this meeting were difficult for many of the American Sisters in attendance. (21)

1980 (Mar.): Grottoferrata

This was a joint meeting of the BFI and CFI. The decision was made that the Rule project would be common to Tertiary Sisters and friars. The draft document was to contain all the elements of Franciscan spirituality with which the various Congregations are inspired. The basic document would be The French Rule, adapted and modified. All male and female Congregations who follow the TOR Rule were to be notified of the work done and invited
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 (18) Participants included several who had attended the Madrid Congress: Sr. Margaret Delaney, Fr. Thaddeus Horgan, Fr. Roland Faley, Bro. Paul McMullen.

(19) At this meeting Sr. Margaret Delaney presented a paper entitled "Franciscan Penitential Life - TOR".

(20) The names and nationalities of the members of the BFI and CFI were published in the Franciscan Federation Newsletter, January, 1981.

(21) More information about this meeting is included in Sr. Roberta Cusack's report to the Federation of Franciscan Sisters, in the Franciscan Federation Newsletter, January, 1990.

to present their observations and proposals. A questionnaire concerning this draft was sent to all members of the U.S. Franciscan Federation in January, 1980. (22)

1980 (Mar.): Pittsburgh

This was a special meeting of Franciscan Tertiary major superiors (men and women) to discuss the Rule project. ( 23) The 63 participants heard reports on the recent meetings in Assisi and Grottaferrata. A brief history of the Franciscan Penitential Movement from its birth until today was presented. Discussion centered on a U.S. response and collaboration in writing the new Rule. The group considered a process to use in framing an American response and feedback on the context of the Rule. The suggestions were sifted by the Federation's executive board and responses made. Future issues of the Federation Newsletter would carry information on the document, copies of drafts of the Rule and suggestions for reflection and response. (24)

1980 (June): Assisi

This was a meeting of the CFI. A "working group" of persons from eight countries and four continents was appointed; the structure and responsibility of this group was outlined. Sr. Margaret Carney,OSF, and Fr. Thaddeus Horgan,SA, of the U.S. were named to this group. The specific task of this group would be the actual writing of the Rule text.

1980 (June): Rome

The Superiors General of male TOR Congregations met to discuss the initiatives taken toward the revision of the Rule since the publication of the Madrid Statement in 1974. Their conclusions follow:

1. The work done at Madrid on penitential origins, as well as the Statement, remains valid and will continue to be used as a basis for an understanding of our distinct Franciscan spirituality.

2. The Interobediential Congress is willing and ready to collaborate with the International Franciscan Commission in their work to arrive at a common Rule.

3. The Interobediential Congress believes that any ultimate revision of the TOR Rule of 1927 must be common to both men and women religious and be strongly rooted in Franciscan penance.
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(22) The Franciscan Federation Newsletter, April, 1980, contained an article explaining the TOR Rule project. The May, 1980 Newsletter contained The French Rule, The Dutch Rule, and The Madrid Statement. Also included was a questionnaire asking for a critique of The French Rule, as it had been selected at the Assisi meeting as the working paper for further discussion. The responses to this questionnaire were published in the September-November, 1980 Newsletter.

(23) The TORs present were: Edmund Carroll. Alberico Candela. Augustine Donegan. Roland Faley, Emile Gentile, Paul McMullen, Louis Secondo, Bernard Tickerlioof.

(24) Suggestions of and responses to the Pittsburgh meeting were reported in the Franciscan Federation Newsletter, August, 1980.

4. Fr. Luis Cuesta (Tertiary Capuchin) is the IOC's representative to the BFI and Bro. Columban Keller is the representative to the CFI. (25)

1980 (Sept.): TOR Plenary Council

The Plenary Council (General Council and Ministers Provincial) of the TOR met in Spain. Among the agenda topics was the Rule project. After a report by Fr. Raphael Pazzelli,TOR, (one of the four "experts" working with the International Commission) the Rule project was discussed in detail. The Plenary Council concluded:

I . They want to collaborate with the BFI and CFI to maintain the unity of the Tertiary Rule, while holding off a definitive decision until the new draft is evaluated.

2. They wish to avoid haste in order that a solid document may be prepared, which is founded on our own TOR spirituality and history.

3. The central points connected with TOR participation are:

        a. That there be one Rule for men and women Tertiary                     Religious.

        b.     That the penitential aspect of our heritage be strongly                    stated.   (26)

Reute Draft

This is the first of three major drafts of the Rule.

1980 (Sept.): Reute, Germany

This was a meeting of the CFI and the Work Group. Before beginning work on a new draft, the Work Group agreed that:

  • 1. The renewal of, or possible replacement for, the Rule of 1927 is the immediate objective. The long range objective is the renewal of the entire TOR; the preservation of its propria indolis, and its continuity with unity despite the diversity of Congregations.
  • 2. The Rule of 1223. The structure of the 1223 Rule was to be used for style and sequence only.
  • 3. The ideas of the Madrid Statement were to be incorporated into the new draft; which would be for "Brothers and Sisters" of the TOR.

After reviewing the responses received from various Tertiary Congregations, the Work Group began to write a draft that would respond to the desire to unite the entire Franciscan Tertiary Family.

They discussed early Franciscan sources as they apply to our penitential charism. Francis' writings to the Penitents of his day (The First and Second version of the Letter to the
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(25) Bro Paul McMullen, Memo to Major Superiors of Franciscan Tertiary Congregations of Men in the U.S. and ad-hoc committee members, October 31, 1990.

(26) McMullen, Memo.



Faithful) did not envision what today is called religious life. Yet these texts are essential if we are to be faithful to the "spirit of the founder, " as Vatican II teaches. The model the work group followed is Francis' Testament. It begins with what many recognize as the propria indolis of the TOR "The Lord granted me, Brother Francis, to begin to do penance in this way..." (27)

Response to the Reute meeting

Following the meeting of the Work Group, Sr. Margaret Carney submitted a report to the U.S. Federation of Franciscan Sisters. Fr. Thaddeus Horgan sent his observations to Fr. Roland Faley. This report was distributed to the male Membership of the Interobediential Congress. Points of clarification were noted, especially those dealing with the charism of metanoia for the Congregations of the TOR. (28)

Both Sr. Margaret and Fr. Thaddeus stressed the idea that more research and education was needed by our members to help them understand the writings of Francis, the distinct identity and charism of the TOR and the history of the Order and Rules given to the TOR throughout the centuries.

The December, 1980 Franciscan Federation Newsletter contained articles of background information regarding the Rule project and the Reute meeting. The draft text of the Rule, along with a commentary was included. The research committee of the Federation composed a questionnaire to help individuals and groups critique and comment on the Reute Rule draft. (29)

1981 (Apr.): Washington, DC

The Federation Research Committee, together with a special ad-hoc committee compiled, studied and processed the American response to the Reute draft. (30) After reading and discussing the responses received, the committee concluded that there were several points of concern among Franciscan Tertiary Congregations in the U.S. These included:

  • 1. More education about penitential sources and the life and writings of Francis is needed.
  • 2. The TOR charism is seen as: continuous conversion,           expressed in literal living of the Gospel.

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(27) Reports of Sr. Roberta Cusack and Fr. Thaddeus Horgan on the Reute meeting were printed in the Franciscan Federation Newsletter, September-November, 1980.

(28) Sr. Margaret Carney's report (Sept. 21, 1980) explained in great detaiI the enviroment of the Reute meeting, the obstacles encountered and the results achieved. Fr. Thaddeus Horgan's letter (Sept.20, 1980) spoke of problems resulting from Minorite versus Tertiary traditions and spirituality. He urged the involvement of major superiors in the Rule project "so that it truly will he more representative of our Franciscan Penitential tradition."

(29) This appeared in the Franciscan Federation Newsletter, January, 1981; along with background information by Sr. Margaret and Fr. Thaddeus.

(30) The report of this combined committee and the results of the consultation were printed in the Franciscan Federation Newsletter, May-June, 1981. 125 responses were received; 59 of these represented their Congregations.

  • 3. It is important to write a document that would support the unity of the various Congregations of the TOR.
  • 4. Approval of a Rule draft should be provisional; in order to give people time to study and live it.

This report was sent to the IFC.

TOR response to the Reute Text

In December, 1980, Fr. Roland Faley, Minister General, sent copies of the Reute draft, along with pamphlets giving an explanation and justification, to all the TOR Ministers Provincial for distribution to the friars. In an accompanying letter, he said:

The General Chapter of 1977 endorsed the work that we had done at the Madrid Interobediential Congress of 1974. At the same time it was felt that we must maintain ties with the other Rule projects that have been initiated. Our insertion in this work of revision has been constant since 1977. In this work we have adopted the position of maintaining a single Rule for all Tertiary religious, men and women. For that reason primarily, we and the other Congregations which are members of our Interobediential Congress have joined forces with the Franciscan International Commission to produce a single text."

In a letter to the friars, Fr. Raphael Pazzelli, one of the four definitors appointed to assist the IFC, added to the words of Fr. Roland:

... in the year 1980 there has been plenty of collaboration from the various Congregations that profess the Rule of the TOR. Our point of view (penitential spirituality) is being recognized today. This is due, to a great part, to the addition of American members in the working group and in the International Franciscan Commission.

Some may object that this new project (Reute draft) is not totally permeated with the penitential element like that of the Document of Madrid, the Rule project will have to serve all the tertiary Congregations and many of these Congregations were begun in the last century completely outside the penitential spirituality.

As a general principle that all accepted - it was agreed to put in the Rule project the various elements of Franciscan spirituality by which the various Congregations are inspired. Later it will be the task of every Congregation to stress those elements more properly their own, using supplementary documents as our Document of Madrid. In this way we are able to keep the unity of the Rule for the entire TOR family. ,12

Both Fr Roland and Fr. Raphael asked that the text be studied by all the friars and conu-nents and concrete modifications sent to the Provincials. After the Provincial Curias discussed the
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(31) Fr. Roland Faley, TOR, letter of Minister General to Fathers Provincial, December 8, 1980.
(32) Fr. Raphael Pazzelli, TOR, letter to the friars, December 8, 1980

 

project, all material, both from friars and Curias was to be forwarded to Fr. Raphael in Rome.

A copy of the summary of comments and suggestions of friars, houses, Plenary Council and Provincial Curia was forwarded to Fr. Roland and Fr. Raphael in Rome. Copies of this report were also sent to all the houses of the Provinces and to the Research Committee of the Federation to be included in the American response to the Reute draft.

Response of Minister General

In a memo to the TOR General Curia, Fr. Roland Faley gave his personal reflection on the developments toward a new Rule. He noted that a positive step was the fact that all were working to produce one text that would eventually become a Rule for all Franciscan Tertiaries. He felt that the present draft (Reute) was not clearly framed within a spirituality and distinct charism. Although he favored the Madrid Statement, he would be willing to put it aside if something better were developed. He was concerned about the time frame, saying:

At the very moment when new studies are appearing on the origins of the Order and the whole Tertiary tradition, should we not have the patience to wait for the results and develop something which would have a very solid base? (33)

He wrote to the director of the CFI assuring them of his collaboration.

Brussels Text

1981 (May): Brussels

This was a meeting of the Work Group to collate and discuss responses to the Reute text. Responses to this draft were received from 205 Congregations, 16 Provinces of International Congregations and the Research Committees of the American and English Federations. These responses came from 30 countries and were in 10 languages. Approval of the Reute draft was given by 105 Congregations. With approximately 430 TOR Congregations, this was the most extensive consultation ever undertaken in the entire Order.

Before writing the Brussels text, the work group studied several sources; the writings of Francis, the history of the Order; the post-Vatican II documents of Franciscan renewal; the responses received from TOR Congregations and the TOR Rule of 1927. From this emerged a conviction that four primary characteristics of the charism of Francis should be foundational for the revised Rule: penance (metanoia); prayer; poverty and minority. Three other related values also ran through the text: peace; joy and simplicity.

Each of the three Tertiary Franciscan renewal documents (the French Rule, the Dutch Rule, the Madrid Statement) represented current Franciscan consciousness as seen by various groups and Congregations. None contradict the other, but there is a difference in emphasis. These perspectives had to be brought into harmony and then placed alongside the TOR Rules. The new text had to be acceptable to all: Congregations of men and women; contemplative and active; Congregations of vastly different historical and cultural roots.
________________________________

(33) Fr. Roland Faley, TOR, Memo to (TOR) General Curia, March 2, 1981.

The Reute text was heavily influenced by the Rule of 1223 and the Testament of Francis. The Brussels text made greater use of the Rule of 1221 and the first and second versions of the Letter to the Faithful. This new document was written almost entirely in the words of Francis and as such was a radical departure from all our past Rules. Its intent was to give us Francis' proposal for our life of total and continuous conversion to God through literal living of the Gospel.

The Brussels text was shorter than Reute. The number of chapters was reduced from twelve to eight and the number of articles reduced from thirty five to twenty eight. An optional prologue was added (the first part of Francis' Exhortation to the Brothers and Sisters of Penance) and an epilogue which included the blessing of Francis. The title for the Order was changed from Religious Franciscan Order to Regular Order of St. Francis. This title parallels that of the Secular Franciscan Order, with whom we share our roots, heritage, and early Rules.

The CFI and BFI announced a meeting of all Superiors General of Franciscan Congregations who follow the TOR Rule to be held in Rome, March, 1982. The purpose of the meeting was to work towards acceptance of the Brussels text as our TOR Rule. If agreement could be reached, it would be submitted to SCRIS.

Response to the Brussels Text

Although extensive consultation was not provided for, several important meetings were held to discuss the Brussels text.

1981 (Aug.): Annual Federation Council Meeting

At the annual AFC meeting, the history of the Rule project and the Brussels text were explained and discussed. (34) What became apparent at this meeting was the fact that while a new written document was being prepared, greater values underlying the words of the text were being uncovered.

With the approval of the statutes revision, the Federation of Franciscan Sisters became the Franciscan Federation of the Brothers and Sisters of the U.S. Beginning with the Interobediential Congress in Madrid in 1974, the U.S. Federation of Franciscan Sisters and the male Congregations who follow the TOR Rule had cooperated in many ways. These included: the Rule project; workshops and retreats devoted to the charism and the identity and history of the Franciscan Order of Penance. Now they form one Federation.

Text publication

In August, 1981, the U.S. Franciscan Federation published the Brussels text, including an introduction of this proposed draft and a commentary by Sr. Margaret and Fr. Thaddeus. This was widely distributed. No large scale response to the Brussels text was planned, as happened with the Reute draft. Suggestions were to be sent to Superiors General (who would be meeting in Rome) or to the U.S. Federation, which would forward them to the Work Group.
_
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(34) Among the participants were Sr. Margaret Carney, Sr. Roberta Cusack, Fr. Thaddeus Horgan, Fr. Raphael Pazzelli. Sr. Ann Carville succeeded Sr. Roberta Cusack as Executive Director of the Franciscan Federation and U.S. representative to the CFI.

TOR response to the Brussels Text

In October, 1981, Fr. Alberico Candela, TOR, Secretary General, sent copies of the Brussels text through the Ministers Provincial to all the houses of the Order. The English translation was prepared by the European English speaking group working on the Rule project. The Rule text was accompanied by an explanatory presentation. This contained information on the nature of the Rule draft, replies from various TOR Congregations, title of the Order, structure of the draft text and sources.

1982 (Feb.): Assisi

At the invitation of Fr. Roland Faley, TOR Minister General, the members of the Franciscan Tertiary Interobediential Congress met in Assisi. The purpose of this meeting was to discuss the Brussels text and to plan their strategy for the upcoming Rome meeting. Sr. Margaret Carney and Fr. Thaddeus Horgan were also present at this meeting.

Rome Text

1982(Mar.): Rome

Nearly 200 Superiors General (of approximately 430) attended, representing 35 countries and nearly 200,000 Franciscan Tertiary religious. Also in attendance were members of the BFI, CFI, and Work Group. The purpose of this International Assembly was to discuss the Brussels text, with a possibility of this eventually becoming a new TOR Rule.

The BFI and CFI were responsible for the preparation, coordination and proceedings of the assembly. Members of the Work Group gave presentations on contemplation, poverty, minority and conversion. They presented in outline form the content of each chapter of the proposed text. Language groups of participants studied the text and proposed amendments.

The following changes were made in the Brussels text:

1. One article (n. 10 in the Rome text) on the life of contemplation was added.

2. The prologue (words of Francis to his followers) and epilogue (blessing of Francis) were to be an integral (not optional) part of the text.

3. The title was changed from Regular Order of St. Francis to Third Order Regular of St. Francis.

The Rome draft was approved by the Superiors General (188 to 2). The BFI was instructed to prepare a final text for presentation to the Holy See for their examination and approval.

The members of the Assembly were received in private audience by Pope John Paul II. Sr. Elizabeth Delor, president of the Assembly, in her remarks to the Holy Father on the purpose of the visit, said:

We are today repeating that which St. Francis did when he presented himself to the Lord Pope and asked for the approval for his way of life. (35)
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(35) Sr. Elizabetli Delor, OSF.

The Holy Father recalled that like Francis (we) profess:

Fidelity and submission to Holy Mother Church and to the Lord Pope. This attitude is all the more significant in that your objective is to renew the Rule of the Institutes of the Third Order Regular of St. Francis, conforming them to the guidelines of the Second Vatican Council and of submitting this project to the approval of the Apostolic See. (36)

The Rule text approved by the Superiors General in Rome was published in the March-April, 1982, Federation Newsletter. A reflection on the Rome Assembly by Sr. Ann Carville, OSF, was published in the July-August, 1982, Newsletter and Pope John Paul's discourse was printed in the November-December, 1982 Newsletter.

TOR response to the Rome Assembly

In a circular letter to all the friars, Fr. Roland Faley, Minister General, reflected on the Rome Assembly he had attended. Despite diverse currents of thought on the Rule text and some lack of understanding regarding the history, charism and identity of the TOR, Fr. Roland believed that the conclusions of the Assembly were positive. Mutual respect grew into a better understanding and finally a true sense of oneness. The Lord was at work!

RULE APPROVAL

Following the Rome Assembly, the amended Rule text was submitted to the Sacred Congregation for Religious (SCRIS) and approved by it in October, 1982. The only change made was the addition of Chapter Four (articles 14-17) on The Life of Chastity for the Sake of the Kingdom. The Rule text was then submitted to the Holy Father by Cardinal Pironio, Prefect of SCRIS on December 17, 1982,  "...asking him, to kindly ratify it by a solemn Pontifical document, dated December 8." (37)  In a letter dated April 30, 1983, Cardinal Pironio informed the Sisters and Brothers of the Third Order Regular of the papal approval of the new Rule.

Pope John Paul II officially approved the Rule and Life of the Brothers and Sisters of the Third Order Regular of St. Francis in the Brief Franciscanum Vitae Propositum. In it he said:

Since we know how diligently and assiduously this 'Rule and Life' has traveled its path of aggiornamento and how fortuitously it arrived at the desired convergence of different points of view through collegial discussion and consultation, for this very reason with well-founded hope We trust that the longed for fruits of renewal will be brought to full realization."

On May 11., 1983, the BFI sent news of the approbation of the new TOR Rule. In their letter, they said:
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(36) Franciscan Federation Newsletter, July-August, 1982.
(37)Edward Cardinal Pironio, letter to Reverend Sisters and Brothers (of the TOR), April 30, 1983.

(38) The Rule and Life of the Brothers and Sisters of the Third Order Regular of St. Francis and Commentary (Pittsburgh: Franciscan Federation, 1983), p.6.

We have placed our renewed Rule, the fruit of so much work of interchange and collaboration, into the hands of our Holy Mother the Church and today, we receive it, confirmed by the Pope, as a precious gift, an inestimable treasure entrusted to our fidelity. (39)

TOR Response to the new Rule

In his report to the TOR General Chapter, Fr. Roland Faley, Minister General said:

On April 27, 1983, I was informed by the Holy See that the Holy Father has approved the Rule and it bears the date of December 8, 1982. I do believe that the revised Rule, in which our penitential charism is presented as a basic value, also allows for the spiritual heritage of other Tertiary Communities, while retaining the one Rule of the entire TOR Family. (40)

Several proposals of the General Chapter spoke of the new Rule. Among them are the following:

I . The General Chapter receives with joy the news that the Holy Father confirmed with a pontifical Brief the Rule and Life of the Brothers and Sisters of the Third Order Regular of St. Francis and invites the entire Order to accept in a spirit of fidelity and submission to Holy Mother Church and to the Holy Father this spiritual document.

2. The General Chapter sees this Rule as an inspirational document which expresses the fundamental lines of our spirituality and tradition ... Another value of this Rule is the fact that it unites in a special way all the Brothers and Sisters of the great family of the TOR of St. Francis.

3. Recommendation:

All should consider seriously the contents of the new Rule and this can be done by personal initiatives and by groups of study and reflection both in the local communities and in the Province. This also can be done together with other Tertiary Congregations as a common endeavor, and this indeed might be a better way. (41)

In his first letter to all the friars of the Order, the new Minister General, Fr. Jose Angulo,TOR, spoke of the new text of the TOR Rule. Not only is it to be studied, but it is to be assimilated and put into practice. He reminded the friars of the fundamental aspects of our charism emphasized in the Rule: penance; prayer; attention to the poor and all who suffer.
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(39) Sr. Elisabeth Delor, OSF. President of the International Franciscan Bureau, letter to the Brothers and Sisters of the Third Order Regular of St. Francis, May 11, 1983.

(40) Acts of the 106th General Chapter of the Third Order Regular of St. Francis of Penance, Rome, May 8-21, 1983, p.49.

(41) Acts, p.104

If we come to a clear understanding of our Rule, we will find in it many points to help us renew our fraternities and to place ourselves at the service of the world of today and its many problems. (42)

Reflection and Summary

The approved Rule is part of a long process involving many people. The final text is the result of consultation, collaboration, editing, sacrifice and a search for unity in a common charism in the midst of the the diversity of many Congregations. The Rule is a spiritual and inspirational document written in Francis' words. It presents the evangelical counsels; insisting on the "attitudes" of poverty, chastity, obedience. It treats the four fundamental values: conversion; poverty; minority and contemplation, woven in the web of fraternity, lived in simplicity and joy.

The U.S. Franciscan Federation prepared and published the new TOR Rule and Commentary. In her "Commentary Introduction" to the new Rule, Sr. Margaret Carney said:

The new Rule engenders renewed life. It gathers us in a new place between the monuments of our past and the horizon of the future towards which we move in alternating passages of light and dark. Our Amen! to this Rule binds us together for a new stage of the pilgrimage of penance and peacemaking in our time. (43)

The Significance of Writing a Rule

The above details to some extent the process that took place in writing our new TOR Rule. Emphasis was given to the TOR point of view. What did this process signify?

As was mentioned earlier, a Rule is a sacred document, written by a founder of a religious Congregation (Francis' Rule of 1223 to the friars of the First Order), or given by the Holy See (the various Rules of the TOR over the centuries).

The uniqueness of the present TOR Rule is that it was written by members of the Order. Momentum for a new Rule came from the grass roots: various organizations and federations trying to express Tertiary Franciscan spirituality in the post Vatican II Church. During a ten year period meetings were held, world-wide consultation of members achieved and approval given by Superiors General to a new Rule text. That this happened is more amazing considering the diversity of languages, cultures and nationalities, lack of understanding by many of the history and charism of the Franciscan Order of Penance, and the absence of any one juridical body with authority over all.

That we did our work well is evident in that the Holy See changed nothing in the Rule text that was submitted. A chapter (on Chastity) was added and our new Rule was approved by Pope John Paul II.

In the Rule commentary, Sr. Margaret Carney says it well:

No other generation of the Third Order Regular has enjoyed the immense responsibility and the privilege that this time in history has bestowed upon us. Due to the developments in the theology of religious life, the ecclesiology forged by the
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(42) Fr. Jose Angulo, TOR, Letter to all the Friars of the Third Order Regular of St. Francis of Penance, Novemer 17, 1983.

(43) Rule and Commentary, p. 4.

Council, the scholarship that has resurrected authentic source material for our use, the technology of modern travel and communications - due to all of these factors, and due most especially to the insistent promptings of the Holy Spirit, we have had the opportunity to help formulate our Rule. (44)

We were consulted in the formulation of the new Rule, now we must "own it" and take responsibility for putting it into practice in our own lives.

Bro. Paul McMullen, TOR
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(44) Rule and Commentary, p. 77.

SELECTED BIBLIOGRAPHY

Analecta, TOR. Rome: Curia Generalizia TOR, 1974.

Armstrong, Regis, OFM Cap. and Ignatius Brady, OFM, ed. Francis and Clare - The Complete Works. New York: Pautist Press, 1982.

Assisi Congress on Formation. Greensburg: Chas. M. Henry Printing Co., 1980.

Boff, Leonardo, OFM. St. Francis: A Model for Human Liberation. New York: The Crossroads Publishing Co., 1984.

Cada, Lawrence, SM, et al. Shaping the Coming Age of Religious Life. New York: The Seabury Press, 1979.

The Cord. St. Bonaventure: The Franciscan Institute. Vol.32,No.9, October, 1982.

The Cord. St. Bonaventure: The Franciscan Institute. Vol.33, No.9, October, 1983.

Dondero, John, FSC and Thomas Frary. New Pressures, New Responses in Religious Life. New York: Alba House, 1979.

Faley, Roland, TOR. To Come and See. Chicago: Franciscan Herald Press, 1985.

Faricy, Robert, SJ. The End of Religious Life. Minneapolis: Winston Press, 1983.

Franciscan Federation Newsletters, Pittsburgh, 1980-1985.

Habig, Marion, OFM.,ed. St. Francis of Assisi - Omnibus of Sources. Chicago: Franciscan Herald Press, 1973.

Moffatt, Sr. Kathleen, OSF. Guidelines for Instruction to TOR Franciscans on the Origins, Development and the Spirituality of the Penitential Life and Rule. Pittsburgh: Franciscan Federation, 1981.

------- Guidebook to the TOR Rule. Pittsburgh: Franciscan Federation, 1984.

Pazzelli, Raphael, TOR. History qnd Spirituality of the Franciscan Penitential Movement. Pittsburgh: Franciscan Federation, 1978.

The Rule and Life of the Brothers and Sisters of the Third Order Regular of St. Francis and Commentary. Pittsburgh: Franciscan Federation, 1983.

Sammon, Sean, FMS. Growing Pains in Ministry. Whitinsville: Affirmation Books, 1983.

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