1. Christian Antiquity

A procession in the Catacombs of St. Callistus, Rome. The catacombs contain inscriptions that are often prayers for the dead.^[1] https://handwiki.org/wiki/index.php?curid=1644242

1.1. Prayer for the Dead

Prayers for the dead were known to ancient Jewish practice, and it has been speculated that Christianity may have taken its similar practice from its Jewish heritage.^[2] In Christianity, prayer for the dead is attested since at least the 2nd century,^[3] evidenced in part by the tomb inscription of Abercius, Bishop of Hierapolis in Phrygia (d. c. 200).^[4] Celebration of the Eucharist for the dead is attested to since at least the 3rd century.^[5]

1.2. Purification after Death

Specific examples of belief in purification after death and of the communion of the living with the dead through prayer are found in many of the Church Fathers.^[6] Irenaeus (c. 130-202) mentioned an abode where the souls of the dead remained until the universal judgment, a process that has been described as one which "contains the concept of... purgatory."^[7] Both St. Clement of Alexandria (c. 150-215) and his pupil, Origen of Alexandria (c. 185-254), developed a view of purification after death;^[8] this view drew upon the notion that fire is a divine instrument from the Old Testament, and understood this in the context of New Testament teachings such as baptism by fire, from the Gospels, and a purificatory trial after death, from St. Paul.^[9] Origen, in arguing against soul sleep, stated that the souls of the elect immediately entered paradise unless not yet purified, in which case they passed into a state of punishment, a penal fire, which is to be conceived as a place of purification.^[10] For both Clement and Origen, the fire was neither a material thing nor a metaphor, but a "spiritual fire".^[11] An early Latin author, Tertullian (c. 160-225), also articulated a view of purification after death.^[12] In Tertullian's understanding of the afterlife, the souls of martyrs entered directly into eternal blessedness,^[13] whereas the rest entered a generic realm of the dead. There the wicked suffered a foretaste of their eternal punishments,^[13] whilst the good experienced various stages and places of bliss wherein "the idea of a kind of purgatory… is quite plainly found," an idea that is representative of a view widely dispersed in antiquity.^[14] Later examples, wherein further elaborations are articulated, include St. Cyprian (d. 258),^[15] St. John Chrysostom (c. 347-407),^[16] and St. Augustine (354-430),^[17] among others.

1.3. Interim State

The notion of an interim state of souls after death developed only gradually. This may be in part because it was of little interest as long as Christians looked for an imminent end of the world, as many scholars believe they did. The Eastern Church came to admit the existence of an intermediate state, but refrained from defining it, while at the same time maintaining the belief in prayer for the dead that was a constant feature of both Eastern and Western liturgies, and which is unintelligible without belief in an interim state in which the dead may be benefited. Christians in the West demonstrated much more curiosity about this interim state than those in the East: The Passion of Saints Perpetua and Felicity and occasional remarks by Saint Augustine give expression to their belief that sins can be purged by suffering in an afterlife and that the process can be accelerated by prayer.^[18]

In the early 5th century, Augustine spoke of the pain that purgatorial fire causes as more severe than anything a man can suffer in this life.^[19] And Gregory the Great said that those who after this life "will expiate their faults by purgatorial flames," and he adds "that the pain be more intolerable than any one can suffer in this life."^[20]

2. Early Middle Ages

Gregory the Great with a dove alighting on his shoulder while the pontiff writes his homilies, an ancient tradition about the saint.^[21] https://handwiki.org/wiki/index.php?curid=1281430

During the Early Middle Ages, the doctrine of final purification developed distinctive features in the Latin-speaking West - these differed from developments in the Greek-speaking East.

2.1. Gregory the Great

Pope Gregory the Great's Dialogues, written in the late 6th century, evidence a development in the understanding of the afterlife distinctive of the direction that Latin Christendom would take:

As for certain lesser faults, we must believe that, before the Final Judgment, there is a purifying fire. He who is truth says that whoever utters blasphemy against the Holy Spirit will be pardoned neither in this age nor in the age to come. From this sentence we understand that certain offenses can be forgiven in this age, but certain others in the age to come.^[22]

2.2. Visions of Purgatory

Visions of purgatory abounded; Bede (died 735) mentioned a vision of a beautiful heaven and a lurid hell with adjacent temporary abodes,^[23] as did Saint Boniface (died 754).^[24] In the 7th century, the Irish abbot St. Fursa described his foretaste of the afterlife, where, though protected by angels, he was pursued by demons who said: "It is not fitting that he should enjoy the blessed life unscathed..., for every transgression that is not purged on earth must be avenged in heaven", and on his return he was engulfed in a billowing fire that threatened to burn him, "for it stretches out each one according to their merits... For just as the body burns through unlawful desire, so the soul will burn, as the lawful, due penalty for every sin."^[25]

2.3. Other Influential Writers

Others who expounded upon purgatory include Haymo (died 853), Rabanus Maurus (c. 780 – 856), and Walafrid Strabo (c. 808 – 849).^[26]

3. High Middle Ages

3.1. East-West Schism

In 1054, the Bishop of Rome and the four Greek-speaking patriarchs of the East excommunicated each other, triggering the East-West Schism. The schism split the church basically into the Eastern Orthodox and Roman Catholic churches. In the West, the understanding of purification through fire in the intermediate state continued to develop.

3.2. All Soul's Day

The Eastern Orthodox Church celebrates several All Souls' Days in the year,^[27] but in the West only one such annual commemoration is celebrated. The establishment, at the end of the 10th century, of this remembrance helped focus popular imagination on the fate of the departed, and fostered a sense of solidarity between the living and the dead. Then, in the 12th century, the elaboration of the theology of penance helped create a notion of purgatory as a place to complete penances unfinished in this life.^[18]

3.3. Twelfth Century

By the 12th century, the process of purification had acquired the Latin name, "purgatorium", from the verb purgare: to purge.^[28] In that same century, around 1128, Diego Gelmírez, then Archbishop of Santiago de Compostela, berated his enemy, Arias Pérez, saying to him, "I fear, therefore, that if such that you are you leave this world, you will lose eternal life and incur the perpetual condemnation of your soul." These words make no mention of an intermediate state,^[29] but deny its existence no more than does the Catechism of the Catholic Church, when it says: "Immediately after death the souls of those who die in a state of mortal sin descend into hell, where they suffer the punishments of hell, 'eternal fire'. The chief punishment of hell is eternal separation from God, in whom alone man can possess the life and happiness for which he was created and for which he longs."^[30]

3.4. "Birth of Purgatory"

Medievalist Jacques Le Goff defines the "birth of purgatory", i.e. the conception of purgatory as a physical place, rather than merely as a state, as occurring between 1170 and 1200.^[31] Le Goff acknowledged that the notion of purification after death, without the medieval notion of a physical place, existed in antiquity, arguing specifically that Clement of Alexandria, and his pupil Origen of Alexandria, derived their view from a combination of biblical teachings, though he considered vague concepts of purifying and punishing fire to predate Christianity.^[32] Le Goff also considered Peter the Lombard (d. 1160), in expounding on the teachings of St. Augustine and Gregory the Great, to have contributed significantly to the birth of purgatory in the sense of a physical place.

While the idea of purgatory as a process of cleansing thus dated back to early Christianity, the 12th century was the heyday of medieval otherworld-journey narratives such as the Irish Visio Tnugdali, and of pilgrims' tales about St. Patrick's Purgatory, a cavelike entrance to purgatory on a remote island in Ireland.^[33] The legend of St Patrick's Purgatory (Tractatus de Purgatorio Sancti Patricii) written in that century by Hugh of Saltry, also known as Henry of Sawtry, was "part of a huge, repetitive contemporary genre of literature of which the most familiar today is Dante's";^[34] another is the Visio Tnugdali. Other legends localized the entrance to Purgatory in places such as a cave on the volcanic Mount Etna in Sicily.^[35] Thus the idea of purgatory as a physical place became widespread on a popular level, and was defended also by some theologians.

3.5. Thomas Aquinas

What has been called the classic formulation of the doctrine of purgatory, namely the means by which any unforgiven guilt of venial sins is expiated and punishment for any kind of sins is borne, is attributed to Thomas Aquinas^[18] although he ceased work on his Summa Theologica before reaching the part in which he would have dealt with Purgatory, which is treated in the "Supplement" added after his death. According to Aquinas and the other scholastics, the dead in purgatory are at peace because they are sure of salvation, and may be helped by the prayers of the faithful and especially the offering of the Eucharist, because they are still part of the Communion of Saints, from which only those in hell or limbo are excluded.^[18]

3.6.First Council of Lyon

Dogmatic definition of purgatory was given in 1245: the First Council of Lyon declared that, on Scriptural grounds and because the Greeks too "are said to believe and to affirm that the souls of those who after a penance has been received yet not performed, or who, without mortal sin yet die with venial and slight sin, can be cleansed after death and can be helped by the suffrages of the Church, we, since they say a place of purgation of this kind has not been indicated to them with a certain and proper name by their teachers, we indeed, calling it purgatory according to the traditions and authority of the Holy Fathers, wish that in the future it be called by that name in their area. For in that transitory fire certainly sins, though not criminal or capital, which before have not been remitted through penance but were small and minor sins, are cleansed, and these weigh heavily even after death, if they have been forgiven in this life."^[36]

3.7. Late Middle Ages

Through theology, literature, and indulgences, purgatory became central to late medieval religion^[18] and became associated with indulgences and other penitential practices, such as fasting. This was another step in the development of this doctrine.

See also: Anima sola, Gertrude the Great, Sabbatine privilege

4. Subsequent History

4.1. Latin-Greek Relations

Basil Bessarion (c. 1403-1472), Latin Patriarch of Constantinople. https://handwiki.org/wiki/index.php?curid=1557905

The Eastern Orthodox Church holds that "there is a state beyond death where believers continue to be perfected and led to full divinization".^[37] But in the 15th century, at the Council of Florence, authorities of the Eastern Orthodox Church identified some aspects of the Latin idea of purgatory as a point on which there were principal differences between Greek and Latin doctrine.^[38] The Eastern Christians objected especially to the legalistic distinction between guilt and punishment^[18] and to the fire of purgatory being material fire. The decrees of the Council, which contained no reference to fire and, without using the word "purgatory" ("purgatorium"), spoke only of "pains of cleansing" ("poenis purgatoriis"),^[39] were rejected at the time by the Eastern churches but formed the basis on which certain Eastern communities were later received into full communion with the Roman Catholic Church.^[40] At the Council itself, the Greek Metropolitan Bessarion argued against the existence of real purgatorial fire. In effecting full communion between the Roman Catholic Church and the Ukrainian Greek Catholic Church by the Union of Brest (1595), the two agreed, "We shall not debate about purgatory, but we entrust ourselves to the teaching of the Holy Church."^[41] Furthermore, the Council of Trent, in its discussion of purgatory, instructed the bishops not to preach on such "difficult and subtle questions".^[42]

4.2. Protestant Reformation

During the Protestant Reformation, certain Protestant theologians developed a view of salvation (soteriology) that excluded purgatory. This was in part a result from a doctrinal change concerning justification and sanctification on the part of the reformers. In Catholic theology, one is made righteous by a progressive infusion of divine grace accepted through faith and cooperated with through good works; however, in Martin Luther's doctrine, justification rather meant "the declaring of one to be righteous", where God imputes the merits of Christ upon one who remains without inherent merit.^[43] In this process, good works done in faith (i.e. through penance) are more of an unessential byproduct that contribute nothing to one's own state of righteousness; hence, in Protestant theology, "becoming perfect" came to be understood as an instantaneous act of God and not a process or journey of purification that continues in the afterlife.

John Calvin, unknown artist, British School, inscribed 1564. https://handwiki.org/wiki/index.php?curid=1278324

Thus, Protestant soteriology developed the view that each one of the elect (saved) experienced instantaneous glorification upon death. As such, there was little reason to pray for the dead. Luther wrote in Question No. 211 in his expanded Small Catechism: "We should pray for ourselves and for all other people, even for our enemies, but not for the souls of the dead." Luther, after he stopped believing in purgatory around 1530,^[44] openly affirmed the doctrine of soul sleep.^[45] Purgatory came to be seen as one of the "unbiblical corruptions" that had entered Church teachings sometime subsequent to the apostolic age. Hence, the Thirty-Nine Articles of the Church of England produced during the English Reformation stated: "The Romish doctrine concerning Purgatory...is a fond thing vainly invented, and grounded upon no warranty of Scripture; but rather repugnant to the word of God" (article 22). Likewise, John Calvin, central theologian of Reformed Protestantism, considered purgatory a superstition, writing in his Institutes (5.10): "The doctrine of purgatory ancient, but refuted by a more ancient Apostle. Not supported by ancient writers, by Scripture, or solid argument. Introduced by custom and a zeal not duly regulated by the word of God… we must hold by the word of God, which rejects this fiction." In general, this position remains indicative of Protestant belief today, with the notable exception of certain Anglo-Catholics, such as the Guild of All Souls, which describe themselves as Reformed and Catholic (and specifically not Protestant) and believe in purgatory.

In response to Protestant Reformation critics, the Council of Trent reaffirmed purgatory as already taught by the First Council of Lyon, confining itself to the concepts of purification after death and the efficacy of prayers for the dead.^[18] It simply affirmed the existence of purgatory and the great value of praying for the deceased, but sternly instructed preachers not to push beyond that and distract, confuse, and mislead the faithful with unnecessary speculations concerning the nature and duration of purgatorial punishments.^[46] It thus forbade presentation as Church teaching of the elaborate medieval speculation that had grown up around the concept of purgatory.

Anglican apologist C. S. Lewis gave as an example of this speculation, which he interpreted as what the Church of England's Thirty-Nine Articles, XXII meant by "the Romish doctrine concerning Purgatory",^[47] the depiction of the state of purgatory as just a temporary hell with horrible devils tormenting souls. The etymology of the word "purgatory", he remarked, indicates cleansing, not simply retributive punishment. Lewis declared his personal belief in purgatory, a process of after-death purification.^[48]

Later speculations include the idea advocated by Saints Robert Bellarmine and Alphonsus Liguori of asking for the prayers of the souls in purgatory,^[18] a notion not accepted by all theologians. Saint Francis de Sales argued that, in the mention in Philippians 2:10 of every knee bowing at the name of Jesus "in heaven, on earth, and under the earth", "under the earth" was a reference to those in purgatory, since it could not apply to those in hell.^[49] Frederick William Faber said that there have been private revelations of souls who "abide their purification in the air, or by their graves, or near altars where the Blessed Sacrament is, or in the rooms of those who pray for them, or amid the scenes of their former vanity and frivolity".^[50][51]