By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.
Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at the Jesuit roots of revolution and Hidalgo and Allende.
If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here.
A painting of Miguel Hidalgo y Costilla.
The Eve of the Revolution
New Spain on the eve of the Abdications of Bayonne in 1808 was a place of tension. The constant warfare in Europe meant that New Spain, as the wealthiest colony of Spain, was used as a source of money for Napoleon’s war machine. The Godoy government had been dedicated to extracting as much wealth as possible from the colonies. The people groaned under the financial burden.
Money was not the only cause of discontent. The example of the United States to the north was one of a free (slaves were ignored) federal republic that had thrown off their colonial masters and the king who ruled over them. Ideas from the French Revolution, such as liberty, equality, and fraternity, were highly influential on the literate classes. The economic arguments of free enterprise and the removal of colonial trade barriers were wrapped into the political language of the Enlightenment of the brotherhood of man and the liberation of the soul.
A further cause of resentment was the social caste system in place in New Spain. Slavery existed in Mexico, but it was not exclusively African slavery, as in the United States. Many of the natives, or indios, descendants of the Aztecs, Maya, and others, were enslaved, either in law or custom, through the encomienda system. This system, in place since the conquests by Cortes, bound the indios to labor to a man granted the right to own that labor, an encomendero. There were African slaves as well, just not in the numbers seen to the north. Above the slaves were mestizos, or mixed Spanish and indio, but they faced many legal and cultural barriers to success. Above them were the criollos. These were people who did not have any Native or African ancestry, but because they were born in New Spain, they faced certain legal disabilities, and in practice were second-class citizens. At the top of the pyramid were the peninsulares, people who were born in Spain. Not only did the peninsulares have more legal rights than everyone else, but they also owned and controlled a disproportionate amount of the wealth in New Spain. This added a large degree of economic resentment to the existing racial resentment.
Choices to be Made
In 1808, the news of the installation of Joseph Bonaparte as King of Spain hit New Spain like a thunderbolt. Although there had been tensions between France and Spain, no one had expected something like this to happen. To whom was loyalty owed, to Spain? To the king? Who was the king, Carlos, or Joseph, or maybe it was the Infante, Ferdinand? These questions had to be answered. The person who had the responsibility for all decisions in New Spain was supposed to be the viceroy, José de Iturrigaray.
Iturrigaray had been viceroy in New Spain since 1803. He claimed to be a loyal servant of Carlos IV. The problem for him was, he was the viceroy for Carlos, and was Carlos still the king after the mess of Bayonne? What about Ferdinand, the heir and future king, was he legitimate? He was not appointed by Joseph Bonaparte, but many within the Spanish civil service did recognize Joseph and welcomed the Napoleonic reforms being enacted, including the ending of the Inquisition. Further, Iturrigaray was an appointee of Godoy, the ridiculously corrupt Spanish Prime Minister who was hated by nearly everyone in the Spanish domains. He knew that the Juntas would never accept him, as they were revolting against the existing Spanish government as much as against the French and King Joseph.
Thrown into the mix were those who saw this as a golden opportunity to attain, if not independence from Spain, then at least significant local autonomy. This group was primarily led by criollos who resented the privileges of the peninsulares and identified their country as New Spain. Many in this group believed that New Spain could remain loyal to the Spanish crown but be independent of Spain and the Spanish government. The situation was further complicated by the creation of the revolutionary Juntas in Spain in response to the invasion. The leaders in Spain were attempting to extend their authority over the colonies as well. If the Spanish leaders were able to solidify the loyalty of the colonies, that would eliminate any chance of New Spain achieving autonomy or independence.
When official delegations from two different Juntas, one from Oviedo, and one from Seville, arrived in the colony, it was the perfect excuse for Iturrigaray to delay. He announced that he would make no final decision on whom to support until September. In the interim, he had agreed to the formation of a Congress for the colony, ostensibly to learn the desires of the people.
Some were worried that Iturrigaray was thinking about declaring himself the leader of an independent New Spain, perhaps even as its king. To prevent this from occurring, a group of elites from New Spain organized and plotted to overthrow the viceroy. On September 15, 1808, just four months after the abdications of Bayonne, the conspirators removed Iturrigaray. Although the removal of the viceroy had been the action of a broad spectrum of elites, it seemed no one was happy with the situation. The new viceroy, Pedro de Garibay, was named by the Audencia, not for his ability or charisma, but because he was the highest-ranking officer in New Spain at the time. The pro-independence group wanted a definite break with Spain. The conservatives did not like how the coup played out, as the king was the only person who had the authority to appoint a new viceroy.
The overthrow of the viceroy was a watershed moment for one more reason that would only become clearer in the future. The revolutionary history of what would become Mexico started with a conspiracy overthrowing the legitimate government of the country. The lesson was not lost on those groups who would later compete for power: if you are not happy with the current government, just overthrow it. The English colonists revolted against taxes that barely impacted them. The peoples of Colombia and La Plata would revolt at far less provocation. Yet, the people of Mexico did nothing in the face of, what was essentially, a coup d’état. There was no mass uprising, nor did the independence-minded Creoles raise a voice. The prestige of the government of the colony suffered a blow that it would not recover from. This lesson learned in the cradle would be the curse of Mexico for generations.
The Jesuit Roots of Revolution
It would be odd to expect the main impetus for revolution to come from members of the clergy. Yet, in New Spain, the initial driving force for revolution came from priests. In an era with little formalized education, especially in far-flung reaches of the empire, families, especially creole families, which had a child who showed intellectual promise would send that child to receive an education with the church. It was within the lower orders of the church in New Spain that many of the enlightenment ideals from Europe found a receptive audience. These men were literate yet surrounded by illiteracy and what they saw as backwardness caused by oppression.
Many of the schools in New Spain by the mid-18th century were run by members of the Jesuit order. To the people of their areas, these priests offered spiritual comfort as well as education. Usually, the most learned people in their areas, the Jesuits would set up schools to spread their religion, but also to support and uplift the people, as they saw it. To the Spanish authorities, they were an organization with loyalties to the Pope, not to the king. In the era of the Bourbon reforms, when the Spanish government was attempting to centralize and gain a firmer grip on the empire, having this group of priests teaching the lower classes who knows what, as well as controlling a large amount of wealth and land in the empire, the Jesuits represented an existential threat (or a convenient scapegoat and source of wealth). In 1767, King Carlos III ordered the expulsion of the Jesuit order from the Spanish Empire.
Hidalgo
One such young man who received his early education from the Jesuits was Miguel Hidalgo y Costilla. Hidalgo came from a wealthy family in Michoacán that sent him to the Colegio de San Francisco Javier. It was here that first learned of the philosophers of the enlightenment. When the Jesuits were expelled from the empire, he transferred to the Colegio de San Nicolás, later moving on to the Royal and Pontifical University of Mexico, earning his degree and entering the priesthood. While conducting his studies, he also learned philosophy and French, allowing him to read the Enlightenment philosophers in the original language.
After becoming a priest, he became a teacher himself. Hidalgo, however, could not just ignore his beliefs in the enlightenment and against some of, what he saw, as the more obscuritan elements of Catholic theology. As a member of the faculty of the Colegio de San Nicolás Obispo, he was also the school’s treasurer. The church leaders did not want to bring attention to his heretical and liberal teachings, so in removing him, they cited financial irregularities and shipped him off to several small parishes. It was while ministering to these small, rural parishes that Hidalgo’s resentments toward the church hierarchy and the corrupt viceregal government in Mexico City bloomed.
Finally settling in the small town of Dolores, Hidalgo began the work of educating the people of the region. Unlike many in the leadership of the colony, Hidalgo did not care about social caste and would take everyone equally, including indios, who up until that time, were kept uneducated as a matter of policy. Hidalgo, always a believer in self-improvement, attempted to teach the native how to improve their lot. Instead of being subsistence farmers, Hidalgo believed that they should grow cash crops, earning more money. He attempted to teach the indios how to grow olives and grapes for wine. By improving their crops and their methods, the indios could be lifted out of poverty, and with the education and literacy he gave them, they could become prosperous.
It was not to be. Spanish law and the colonial authorities forbade the growing of certain crops to prevent competition from arising for Spanish producers. The local authorities came and cut down the groves that Hidalgo had directed to be planted. Knowing the stupidity of this action, Hidalgo’s resentment would only grow.
The Conspiracy Forms
In Querétaro at the same time, a group surrounding Ignacio Allende began forming. Allende was a captain in the royal army but had been mistreated by the viceregal government due to his New Spanish birth. Creoles were looked down on by their peninsulares comrades and had a very difficult (but not impossible) time rising to higher ranks. It proved very easy for Allende to recruit fellow members of the royal army into his conspiracy.
This conspiracy did not start with the goal of independence. On the contrary, their goal was a New Spain under the crown of Ferdinand VII, just run by creoles. Allende wanted a bloodless coup, just like the one that unseated Iturrigaray. This required more than just lower-ranking officers, though. He knew he needed to reach out to all segments of creole society to gain a broader base of support. Allende just assumed that if he could recruit creole leaders, he would have the support of the mestizos and indios, as they would naturally follow the lead of their creole betters.
This is where Allende and Hidalgo come together. Both men resented what they saw as peninsulares corruption and fecklessness. Hidalgo, however, did not agree with Allende that a revolution should be led by a small clique of creole army officers. He wanted this to be a broad-based movement in which all elements of society had a place and would actively participate.
Any broad-based movement can be difficult to control. With more people brought into the conspiracy, word began to leak out that something was happening in Querétaro. The latest of Spanish governments, now a regency acting in the name of Ferdinand VII on the island of León, dispatched a new viceroy to New Spain, Francisco Venegas. Before he even arrived, however, the government in Mexico City wanted to consolidate its power. The conspiracy had to be broken up.
The Conspiracy Unfolds
The corregidor of Querétaro, Miguel Domínguez, was given the order to arrest Allende, Hidalgo, and the rest of the conspiracy. The problem was that Domínguez was part of the conspiracy. He was also a very indecisive man. With one foot in each camp, Domínguez needed to commit himself, but instead, he panicked. He even locked in the house his own wife, as she was also a member of the conspiracy.
Domínguez’s wife, Josefa Ortiz de Domínguez, would be one of the heroes of this first act of the war of independence. On September 15, 1810, Josefa figured out a way to contact her fellow conspirators and sent a message to Allende, informing him of the arrest order. Allende immediately went to Dolores to inform Hidalgo and formulate a plan.
At 2:00 AM on September 16, Allende arrived at Hidalgo’s house in a panic. He wanted to go underground with his fellow conspirators. Hidalgo, the local parish priest, exiled to a backwater due to being seen as dangerous, saw that the moment had come. His decisiveness instantly gave him leadership in this revolution. Allende’s plan for a bloodless coup was gone. A simple political change of regime would give way to mass social revolution. Hidalgo put on his boots and walked to the church, ordering the bell to be rung. The revolution was on.
What do you think of the start of the Mexican War of Independence? Let us know below.
Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.
