From Samar to Derry: Balangiga’s Legacy

Front Page News

On May 15th my good friend Ellen H. Reed sent me this article from the Manchester Union-Leader. (By the way, Ellen is a terrific historical and paranormal fiction author for everyone from middle-grade readers to adults.) Now Ellen knew I would be interested in the story because she recognized the island and battle that these students were investigating from the raw passages of a novel that I had been reading to her since 2017 at our Weare Area Writers Guild meetings.

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For years I have been digging into the history that too few Americans understand: I teach about Balangiga in one of my classes, I have blogged about it, written some more, and even been interviewed on podcasts. What happened there, if properly understood, could have warned us off tragedies at My Lai and Fallujah—maybe. Forgotten history helps no one, so I made this event the backstory of my character Ben Potter in Sugar Moon. (For even more of the history behind the novel, check out this list of posts.)

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My photo of fishermen in Balangiga, at the junction of the Balangiga River and the Leyte Gulf. From there, it is not far until you are in the Pacific Ocean.

I was so interested in investigating what happened at Balangiga that I dragged my husband down to Samar to see the town for ourselves. It was a quick trip, unfortunately, because torrential rains were causing mudslides, and we had to evacuate. (Note to self: Next time remember that different islands have different rainy seasons. Rookie mistake.) Because we could not get a flight out, we took a twenty-six-hour bus ride back on a urine-soaked back bench seat—the last two seats available, and with good reason. By the time we squeezed into a tric to get from the bus station to the airport parking lot, the eau de diesel of Manila bus traffic might as well have been the scent of daisies.

The image below is still one of my favorite pictures of the two of us from our life together in the Philippines. We moved back to the United States in 2011.

Artifacts closer to home

Imagine my surprise ten years later, when a few young historians uncovered new artifacts from Balangiga—in neighboring Derry, New Hampshire! These 8th- and 9th-grade students had become the caretakers of some letters, a leather strap, and a mysterious red sash—all artifacts that had been passed down from their original owner, Charles King, an American Marine from Amherst, Massachusetts. (The article said he was part of the Army, but his letter says otherwise.)

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Because King had no children, he left the belongings to a nephew, who in turn gifted them to a man with a passion for history, T.J. Cullinane of the Derry Heritage Commission. Cullinane offered them to teachers Erin Gagliardi and Sue Gauthier. And Erin and Sue showed them to their history enrichment group, a non-credit activity for volunteer students at St. Thomas Aquinas School.

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The full set of artifacts, including a late picture of Charles King with his wife.

The pandemic shut down their school, but they kept working on the project—all the more earnestly because they did not have the typical distractions of busy school life and classes. They transcribed the letters and started to learn about a campaign of retribution that troubled them.

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What happened at Balangiga

Charles King believed he was serving justice upon the people of Balangiga and southern Samar, punishing them for their uprising that killed 48 of 77 soldiers in Company C, Ninth Infantry. The story that King and everyone else was told was simple: the attack was unprovoked treachery on the part of ungrateful Filipinos led by General Vincente Lukban of the Philippine Revolutionary Army. It was not until Bob Couttie and Professor Rolando O. Borrinaga dug deeper that the truth was revealed.

Lukban’s lieutenants may have approved of the idea of the attack, but the real masterminds were the leaders of the town itself. They had just been pushed too far. Captain Connell, commanding officer of Company C, had upset the people with heavy-handed tactics, forced labor, and nightly imprisonment of the men in inhumane conditions.

One of many wonderful dioramas designed by the Ayala Museum and now viewable through the Google Cultural Institute.

The town struck back. They sent the women away and drew in extra men from the surrounding villages. On Saturday, September 28, 1901, while many in the garrison were nursing hangovers from the previous night’s festival, the town attacked them at breakfast. It was a gruesome scene. The battle lasted a few hours until a handful of American survivors fled the town, eventually making it to a neighboring garrison—barely.

The Howling Wilderness

The very next day, an American expedition set out to burn Balangiga to the ground and, later, much of the rest of southern Samar. Their commanding officer, General Jacob H. Smith of the Sixth Separate Brigade, told them: “I want no prisoners. I wish you to kill and burn, the more you kill and burn the better it will please me.” He wanted his men to make Samar a “howling wilderness.” It was a disproportionate response that caused extensive and unnecessary suffering throughout the island.

Another of the many wonderful dioramas designed by the Ayala Museum and now viewable through the Google Cultural Institute. Also included are a photo of General “Hell-roaring Jake” Smith and the New York Journal editorial cartoon of his order, both in the public domain and found on Wikipedia.

The Sixth Separate Brigade also went out looking for the priest of Balangiga, whom they believed had taken part in the planning and execution of the attack. It seems that Charles King was part of the team who found him.

Guimbaolibot’s stole

The most important artifact left to the Derry students was the “ribon [sic] taken from the robe” of a priest who “betrayed a whole company of American soldiers.” The students would later find out that the priest, Father Donato Guimbaolibot, did not betray the Americans. In fact, Padre Guimbaolibot left town in order to remove his sanction from the events that would take place. He did not warn the Americans, true, but since the Americans were imprisoning all of the town’s men, about 150 people, in two tents built for sixteen, maybe the priest just wanted to get the heck out of there and find help.

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Father Christopher Gaffrey, the Franciscan associate pastor at St. Thomas Aquinas, helped the students examine the ribbon—a stole, he informed them, which meant it was a sacred priestly vestment. When he looked at the loop, he noticed the original dye was likely a dark purple, the kind used for the sacrament of confession.

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The students wanted to know more, and they got in touch with author and historian Bob Couttie, author of Hang the Dogs: The True Tragic Story of the Balangiga Massacre. Bob’s book was one of the key sources that I used for Sugar Moon. Bob helped them understand what had really happened—especially to the maligned priest who later was captured, tortured, and traumatized. Charles King likely played a part in Guimbaolibot’s ordeal because it was he who brought the sash home as a war souvenir.

Bob asked the students what they planned to do with the stole. The students answered as one: “Send it back where it belongs.” Matching the recent return of the bells, a public gesture, this is an amazing private gesture. Young they may be, but these students knew the right thing to do, without adult guidance. Their teachers support them, but they did not suggest this course.

Small World syndrome
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Most of the Sugar Sun series takes place in the Visayan Islands in the central and southern Philippines.

I knew none of what was happening just forty minutes down the road from my home. When I read the article, I could not believe what I had missed. But this week I was able to meet the students myself, see the artifacts, and answer more of their questions. I even told them the bus trip story. They do not need me, but I was at least able to help them identify a few towns and tell them a bit more about the wider context of this battle and what happened afterward. They asked wonderful questions about religious conflicts in the islands, about the diseases that worsened the civilian toll of the war, as well as current US-Philippine relations. Their curiosity was a credit to them, as if the whole enterprise has not already been.

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Photo courtesy of Erin Gagliardi.

New Podcast on Balangiga!

The Balangiga incident/massacre/battle was a shocking twist in a war that seemed to be winding down. To many Americans and Filipinos, though, the conflict was just beginning…

Novelist Jennifer Hallock shares her research on Balangiga, and her experience teaching Philippines History in a US classroom. She explains how the surprise attack on US troops in Samar was the culmination of years of brutal warfare from 1898 to 1902. Local men disguised themselves covertly and snuck around town before striking Americans at breakfast. But while villagers may have repelled American soldiers temporarily, the aftermath of Balangiga would last for a very long time. On today’s episode we’re going to use events from a short battle to understand the effects of a much wider war…

Link to podcast: http://turnofthecentury.buzzsprout.com/1406677/6587164-balangiga-incident-w-jennifer-hallock

OR bit.ly/balangigapodcast

I chatted with Joe Hawthorne about the attack at Balangiga in the Philippine-American War and how the American counteroffensive and the 1902 Senate hearings on “marked severities” predicted future outcries over My Lai and Fallujah. We redid parts of the interview, and because of the way it was edited, I introduce General Smith twice. His orders are shocking enough to revisit, though, so it works.

Learn why this was the most important war no one told you about. (This attack is the thematic background to my novel Sugar Moon, which is set in Balangiga itself, through flashbacks, and then in Samar during the subsequent blowback.) I also give credit to a few of my key sources, including Dr. Rolando O. Borrinaga and Bob Couttie. Thanks to Joe for this opportunity to dig deeper into the history of the Philippine-American War and why I write what I write.

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Essential History for Sugar Moon

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I began writing Sugar Moon in 2013. I began writing this blog in 2016. In both cases, that’s a long time ago. It includes years of writing about the Philippine-American War, and in particular the Balangiga incident—a central event shaping the character of my redemption-seeking-hero Ben Potter.

Let’s say you know nothing about what happened in Balangiga—or even nothing about the Philippine-American War. Don’t worry, you won’t need to in order to read Sugar Moon. But let’s say you’re a history geek like me? Well, I’ve written a lot of content just for you!

I have tried to organize this by the most logical questions. Read the captions, and if you want to know more just click on the link below the image. Geek out!

Question 1: Where is this book set?
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Most of the Sugar Sun series takes place in the Visayan Islands in the central and southern Philippines.
Question 2: Why were Americans in the Philippines?
Question 3: What happened in Samar?
Question 4: What else do I need to know about a soldier’s life in 1901?
Question 5: What else should I know about the world of Ben Potter?
Question 6: What should I know about the world of Allegra Alazas?

And you can find out more about Allegra, her home, her family, and her background by reading through these annotated glossary posts:

Question 7: Where can I find some excerpts from this book?

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Question 8: What are people saying about Sugar Moon?

Reviews on Amazon and Goodreads help new readers find my books, and I appreciate the time it takes to write them.

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I hope you enjoy the book too! I wish you a great history-ever-after!

Sugar Sun series location #13: Catbalogan

Catbalogan means “an everlasting place of safety,” and for hundreds of years it was safe—for pirates. The sheltered bayside harbor lies just north of the San Juanico Strait between Samar and Leyte, a key access point to the Pacific Ocean and the primary shipping route for the Spanish galleons. Since these vessels were headed to Manila with silver and then back to Acapulco with a hold full of porcelain and spices, they were ripe targets for pirates, right? And by “pirates” I mean the English and the Dutch privateers, who were licensed by their sovereigns to interdict and steal the Spanish bounty. Catbalogan became a haven for pirates and privateers, their crews, and lost sailors.

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The southern mouth of the San Juanico Strait is right near Tacloban. Start there and follow the curve north and west into the bay above Leyte. The strait is 38 kilometers long and, at its narrowest point, 2 kilometers wide.

The Americans would find the city no easier to manage in the early twentieth century. For the first year of the Philippine-American War, the Yanks mostly ignored Samar because they had their hands full in Luzon. But then, in January 1900, gunships arrived offshore Catbalogan and sent a messenger to General Vicente Lukban, the Philippine revolutionary in charge of Samar and Leyte. The Americans wanted to negotiate a surrender of the whole island by offering Lukban the governorship of Samar. But Lukban wanted more than a title; he wanted full local autonomy. The Americans refused, so Lukban forbade them from landing. In turn, the Americans began to bombard the town. In other words, things escalated fast. Unable to withstand the US Navy’s firepower, Lukban and many of the locals abandoned Catbalogan, burning it as they retreated.

What followed was a ruthless two-year war to subdue the revolutionary forces in Samar. Company C of the Ninth Infantry was stationed to Balangiga to prevent Lukban’s men from using the southern port to import arms and supplies. On its own accord, the town ambushed the garrison in September 1901, and the American military took revenge on all of Samar. General Jacob Smith (known in the press as “Hell-Roaring Jake”) vowed to make the island a “howling wilderness.” Dusting off a legal gem from the American Civil War known as General Order 100, the Americans aimed to starve, burn out, torture, and kill as many guerrillas as possible. They even took the bells of Balangiga church. Catbalogan and Tacloban (Leyte) were the centers of American authority in this period.

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USS Vicksburg sailors led by Lieutenant Henry V. Butler (later rear admiral) burning a village in Samar, October 1901. Photo courtesy of Arnaldo Dumindin and his excellent website on the Philippine-American War.

General Smith’s “short, severe war” was both. The death toll from this period ranges from two to fifteen thousand. The extremity of Smith’s orders—to kill all those capable of bearing arms, which he defined as over ten years old—would lead to his court-martial and removal. (Yes, I know this seems like a slap on the wrist, and it was. But President Roosevelt actually forced his retirement against army and public opinion, according to this New York Times article. In an interesting side note, this was Smith’s first court-martial: “Hell-roaring Jake” was a petty crook, as well as a blow-hard war criminal.)

Still, contemporary American generals argued that a strong hand in Samar was necessary. They argued this strong hand was exactly the reason that Lukban’s forces surrendered in April 1902 in a grand ceremony in Catbalogan. (Lukban himself had already been captured.)

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Those surrendering had to turn over their rifles captured from Balangiga the previous year and pledge loyalty to the United States, but then they were freed. Lukban himself would become mayor of the Tabayas province (now Quezon) within ten years. This begs the question of whether it was the severity of the fight or the quality of the peace that pacified the countryside? Amnesty is not used much in America’s modern war playbook, and I wonder if this is an oversight.

There is an interesting fashion note worth mentioning: the Americans did loan the revolutionaries a few Singer sewing machines so they could surrender in style with new (and complete) uniforms. Pride was salvaged all around.

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This is not the end of the story, though. This first war—including the destruction of half the municipalities in Samar and the burning of tens of thousands of tons of rice—caused a lingering famine and sparked another war two years later. Today, we call this phenomenon “blowback.” The Pulahan War was both a civil war (inland highlanders against lowland merchants and farmers) and an anti-American insurrection. On the American side, it was fought by the Philippine Constabulary, Third District—a civil police force organized, funded, equipped (not well), and trained by Americans (usually former soldiers). And by the 39th Philippine Scouts, trained and equipped (with better rifles) by the US Army. Both these units had significant troop presences in Catbalogan, along with the 6th, 12th, and 21st U.S. Infantries.

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The 39th Company, Philippine Scouts, stands at present arms outside their barracks in Catbalogan, Samar. Both photos (above and below) courtesy of Scott Slaten of the Philippine-American War Facebook group.

Philippine Scouts Scott Slaten by Jennifer Hallock Sugar Moon

Catbalogan was a highly fortified town, but it was still beautiful. The ring of mountains separating it from the suffering of the rest of Samar did make for a stunning backdrop.

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Colorized vintage postcard of a steamer coming into to dock at Catbalogan, Samar, Philippines. Scan courtesy of Scott Slaten of the Philippine-American War Facebook group.

The city fared better than the rest of Samar through the lean times. Though the galleons no longer journeyed back and forth to Spain, Catbalogan was a center of the abaca trade in the 19th and 20th centuries, hence the large buildings and church. Abaca, also called Manila hemp, was in high demand as naval cordage. Its trade was dominated by ethnic Chinese and British merchants, and once Samar was no longer in ashes, the fiber would revive and bring an influx of capital to Catbalogan.

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Filipinos making rope. This photograph shows the hemp as it comes from the leaves and is put on the spool for winding. Courtesy of the Philippine Photographs Digital Archive.
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Vintage postcard of Samar with a view of the wooden causeway connecting town to the port. Scanned image of the early 20th-century card by Leo D. Cloma.

In the early twentieth century, Americans complained about the lack of poultry, eggs, and fruit in Catbalogan. (I find the fruit claim hard to believe.) They also complained about the lack of dedicated school buildings—not one in the whole town—and the lack of teachers. (Whose fault is that?) And they complained that there were only five miles of road on the whole island. The Americans would build more.

I traveled to Samar in 2005—and while I would not recommend December for your trip because of the rain, I loved it. The island is just as breathtaking as the postcards from 100 years ago.

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Another view of the coast and causeway from the Quarterly Bulletin of the Bureau of Public Works.

Ben Potter of the Ninth

A week ago, I re-introduced you to Allegra Alazas, the heroine of the upcoming Sugar Moon. She already has a fan club because she stole every scene she could in Under the Sugar Sun.

Her hero (or anti-hero?) is a different kettle of fish. Ben Potter is not someone you were supposed to like in the past book—and yet I always intended to give you his story because it needs to be told.

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Imagine Ben Potter as a little rougher-around-the-edges version of this photo of Almanzo Wilder.

Ben is loosely based on the real men who served in Company C of the Ninth U.S. Infantry. These men fought at San Juan Hill in Cuba during the Spanish-American War. Just as soon as they returned to their home barracks in upstate New York, they were shipped out again to the Philippines.

38th Infantry on the Luneta

What had been meant as a sideshow the war against Spain became the first American imperial war overseas. In March 1899, only one month after tensions between Filipinos and Americans erupted in open combat, the Ninth was sent to reinforce the area around Manila. But they did not stay there long, either. After fighting in several battles that year, they were shipped to China to rescue to the American legation in Beijing (known back then as “Pekin”) during the Boxer War. They scaled the walls of the Forbidden City and camped in the palace grounds.

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The Ninth U.S. Infantry in the court of the Forbidden City. Image accessed from the Library of Congress.

One might question what the heck America was doing. A war against Spain fought in Cuba had blossomed into a new war in the Philippines that lent soldiers to fight yet another campaign in China. Talk about mission creep. Yikes. Progressives in the Republican Club of Massachusetts claimed in a 1900 leaflet that the end justified the means: “Isn’t Every American proud of the part that American soldiers bore in the relief of Pekin? But that would have been impossible if our flag had not been in the Philippines.”

Once the foreign powers—Europe, Japan, and America—consolidated their hold on mainland China, the Ninth was sent back to the Philippine-American War. Their vacation was the steamer trip to Manila. There, the battle-weary group was given the privilege (and bother) of serving as honor guard for newly-named civilian governor (and future president of the United States), William Howard Taft.

The band in the March 1909 blizzard inauguration of President William Howard Taft.

Two years into their overseas rotation, this company of grizzly veterans was sent to one of the roughest outposts in the islands: Balangiga, Samar. Tasked with closing the port to trade—thereby preventing weapon smuggling to the Philippine revolutionaries—Company C settled down to village garrison life.

These men may have been the worst possible choice for this task. By this point, they were unlikely to trust anyone. In addition, some soldiers were likely suffering from what we would now call Post-Traumatic Stress Disorder. Finally, they were cut off from the rest of the world, without even mail call since they were not on the main steamer line. Private Patrick J. Dobbins wrote to his family:

One man in my company went crazy a week ago and escaped to the hills, probably to be killed and eaten by the natives. Another, who was sick unto death, committed suicide this morning at 6 o’clock. His name is Schechterle and he enlisted at the same time I did in Boston. . . . A grave has been dug near our quarters, and a guard of eight men are over the grave. The body is being lowered into the earth. The flag is at half mast. Three volleys are fired, taps is sounded. It is his last call, ‘absent, but accounted for.’ He is better off. Many of us watch him as he is gently lowered with envious eyes.

Though the commanding officer of Company C, Captain Thomas Connell, was a West Point graduate (1894), he did not manage his garrison well. At first too permissive, he became stringent when he realized that his next promotion was on the line. He felt that the villagers were not obeying his commands to “clean up” the streets, so he ordered Company C to round up all the men and keep them prisoner in two tents on the square.

Yes, my character Ben will try to stop all of this from happening, but history is history. He will not be successful. A week later, the town—with help from guerrillas in the jungle—would ambush the company, killing 48 out of 74 Americans. This was real war with real consequences.

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The 1st Reserve Hospital in Manila (1900), similar to the field hospital in Basey, Samar, where Company C survivors would have been tended. Photo courtesy of the Philippine-American War Facebook group.

Obviously, my imaginary Ben Potter lived—or did he? For families like his in America, it would have been hard to know. Names in the real reports were spelled wrong. Numbers changed. It felt like even the Army did not know who had survived. When I found a real article in the Manila Times about a sister writing to a missing brother, I rewrote it in my mind to fit fiction:

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This is a lot of backstory, to be sure. And it is only backstory, not the plot of my book. But I think it is critical history that Americans have forgotten and been doomed to repeat: the Philippines was the Vietnam or Iraq (or Syria?) of the Gilded Age.

Ben lives through these events as a very young man, and they will haunt him for years. Love may not be a cure for combat trauma, but it can encourage Ben to face his past—especially when that past threatens his future with an amazing woman. (Want to read some teasers? There are some here. Enjoy!)

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