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The Battle of Balangiga ( es, Batalla de Balangíga; tl, Labanan sa Balangiga; war, Gubat ha Balangiga), also known as the Balangiga Encounter, Balangiga Incident, or Balangiga Conflict, was a battle that occurred during the
Philippine–American War The Philippine–American War or Filipino–American War ( es, Guerra filipina-estadounidense, tl, Digmaang Pilipino–Amerikano), previously referred to as the Philippine Insurrection or the Tagalog Insurgency by the United States, was an arm ...
between Philippine forces and American troops. The battle is sometimes termed the " Balingiga massacre," usually in accounts describing occupying American troops as victims of a massacre by townspeople. In response to the attack, United States General
Jacob H. Smith General Jacob Hurd Smith (January 29, 1840 – March 1, 1918) was a U.S. Army officer notorious for ordering indiscriminate retaliation on the island of Samar in response to what is called the Balangiga massacre during the Philippine–Amer ...
ordered indiscriminate attacks on the island of
Samar Samar ( ) is the third-largest and seventh-most populous island in the Philippines, with a total population of 1,909,537 as of the 2020 census. It is located in the eastern Visayas, which are in the central Philippines. The island is divided in ...
, openly disregarding
General Order 100 The Lieber Code of April 24, 1863, issued as General Orders No. 100, Adjutant General's Office, 1863, was an instruction signed by U.S. President Abraham Lincoln to the Union forces of the United States during the American Civil War that dictated ...
, killing 2,000 to 2,500 people. The battle is commemorated yearly as ''Balangiga Encounter Day'' in
Eastern Samar Eastern Samar (Waray-Waray: ''Sinirangan Samar''; tl, Silangang Samar), officially the Province of Eastern Samar, is a province in the Philippines located in the Eastern Visayas region. Its capital is the city of Borongan. Eastern Samar occu ...
.


Background

The battle was a military operation planned by Captain Eugenio Daza of the
Philippine Republican Army The Philippine Revolutionary Army, later renamed Philippine Republican Army (Spanish: ''Ejército Revolucionario Filipino''; Tagalog: ''Panghimagsikang Hukbong Katihan ng Pilipinas''), was the official armed forces of the First Philippine Rep ...
, Area Commander of General Vicente R. Lukban's forces for Southeastern Samar, that took place in Balangiga in 1901 during the Philippine–American War. The attack was led by Valeriano Abanador the ''Jefe de la Policía'' (Chief of Police).


The Battle

The Battle of Balangiga took place in the town of Balangiga on Samar Island on September 28, 1901 wherein 48 members of the US 9th Infantry were
ambush An ambush is a long-established military tactic in which a combatant uses an advantage of concealment or the element of surprise to attack unsuspecting enemy combatants from concealed positions, such as among dense underbrush or behind moun ...
ed by
irregular forces Irregular military is any non-standard military component that is distinct from a country's national armed forces. Being defined by exclusion, there is significant variance in what comes under the term. It can refer to the type of military orga ...
made up of the
Chief of Police Chief may refer to: Title or rank Military and law enforcement * Chief master sergeant, the ninth, and highest, enlisted rank in the U.S. Air Force and U.S. Space Force * Chief of police, the head of a police department * Chief of the boa ...
, local police officers,
local government Local government is a generic term for the lowest tiers of public administration within a particular sovereign state. This particular usage of the word government refers specifically to a level of administration that is both geographically-loc ...
officials,
village A village is a clustered human settlement or community, larger than a hamlet but smaller than a town (although the word is often used to describe both hamlets and smaller towns), with a population typically ranging from a few hundred ...
rs.


Aftermath

This battle was described as the ''"worst defeat of
United States Army The United States Army (USA) is the land service branch of the United States Armed Forces. It is one of the eight U.S. uniformed services, and is designated as the Army of the United States in the U.S. Constitution.Article II, section 2, ...
soldiers since the
Battle of the Little Bighorn The Battle of the Little Bighorn, known to the Lakota and other Plains Indians as the Battle of the Greasy Grass, and also commonly referred to as Custer's Last Stand, was an armed engagement between combined forces of the Lakota Sioux, No ...
in 1876"''.


Legacy

The attack and the subsequent retaliation remains one of the longest-running and most controversial issues between the
Philippines The Philippines (; fil, Pilipinas, links=no), officially the Republic of the Philippines ( fil, Republika ng Pilipinas, links=no), * bik, Republika kan Filipinas * ceb, Republika sa Pilipinas * cbk, República de Filipinas * hil, Republ ...
and the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country Continental United States, primarily located in North America. It consists of 50 U.S. state, states, a Washington, D.C., ...
. Conflicting interpretations by American and Philippine historians have confused the issue. The attack has been termed ''Balangiga Massacre'' in many English language sources. However, Philippine historian
Teodoro Agoncillo Teodoro Andal Agoncillo (November 9, 1912 – January 14, 1985) was a prominent 20th-century Filipino historian. He and his contemporary Renato Constantino were among the first Filipino historians renowned for promoting a distinctly nationali ...
has asserted that the term ''Balangiga massacre'' properly refers to the burning of the town by U.S. forces following the attack and to retaliatory acts during the '' March across Samar'': Other Philippine sources also employ this usage. In U.S. sources, however, the term ''massacre'' is used to refer to this attack.


Prelude

In the summer of 1901, Brigadier General Robert P. Hughes, who commanded the Department of the Visayas and was responsible for Samar, instigated an aggressive policy of food deprivation and
property destruction Property damage (or cf. criminal damage in England and Wales) is damage or destruction of real or tangible personal property, caused by negligence, willful destruction, or act of nature. It is similar to vandalism and arson (destroying prope ...
on the island. The objective was to force the end of Philippine resistance. Part of his strategy was to close three key ports on the southern coast, Basey, Balangiga and Guiuan. Samar was a major centre for the production of Manila hemp, the trade of which was financing Philippine forces on the island. At the same time United States interests were eager to secure control of the hemp trade, which was a vital material both for the United States Navy and American agro-industries such as cotton. On August 11, 1901, Company C of the 9th U.S. Infantry Regiment, arrived in Balangiga—the third largest town on the southern coast of Samar island—to close its port and prevent supplies reaching Philippine forces in the interior, which at that time were under the command of General Vicente Lukbán. Lukbán had been sent there in December 1898 to govern the island on behalf of the First Philippine Republic under
Emilio Aguinaldo Emilio Aguinaldo y Famy (: March 22, 1869February 6, 1964) was a Filipino revolutionary, statesman, and military leader who is the youngest president of the Philippines (1899–1901) and is recognized as the first president of the Philippine ...
. In late May of 1901, prior to the stationing of any Americans in Balangiga, town mayor Pedro Abayan had written to Lukban pledging to "observe a deceptive policy with mericansdoing whatever they may like, and when a favorable opportunity arises, the people will strategically rise against them." Relations between the soldiers and the townspeople were amicable for the first month of the American presence in the town; indeed it was marked by extensive fraternization between the two parties. This took the form of '' tuba'' (palm wine) drinking among the soldiers and male villagers,
baseball Baseball is a bat-and-ball sport played between two teams of nine players each, taking turns batting and fielding. The game occurs over the course of several plays, with each play generally beginning when a player on the fielding t ...
games and arnis demonstrations. However, tensions rose due to several reasons: Captain Thomas W. Connell, commanding officer of the American unit in Balangiga, ordered the town cleaned up in preparation for a visit by the U.S. Army's inspector-general. However, in complying with his directive, the townspeople inadvertently cut down vegetation with food value, in violation of Lukbán's policies regarding
food security Food security speaks to the availability of food in a country (or geography) and the ability of individuals within that country (geography) to access, afford, and source adequate foodstuffs. According to the United Nations' Committee on World ...
. As a consequence, on September 18, 1901, around 400 guerrillas sent by Lukbán appeared in the vicinity of Balangiga. They were to mete sanctions upon the town officials and local residents for violating Lukbán's orders regarding food security and for fraternizing with the Americans. The threat was probably defused by Captain
Eugenio Daza Don Eugenio Daza y Salazar (November 15, 1870 – December 16, 1954) is a Filipino '' principale'' (nobleman) recognized by the National Commission for Culture and the Arts (NCCA) as the first ''maestro'' (teacher) in the Samar province. He was ...
, a member of Lukbán's staff, and by the parish priest, Father Donato Guimbaolibot. A few days later, Connell had the town's male residents rounded up and detained for the purpose of hastening his clean-up operations. Around 80 men were kept in two Sibley tents unfed overnight. In addition, Connell had the men's bolos and the stored
rice Rice is the seed of the grass species '' Oryza sativa'' (Asian rice) or less commonly ''Oryza glaberrima'' (African rice). The name wild rice is usually used for species of the genera '' Zizania'' and '' Porteresia'', both wild and domesticat ...
for their tables confiscated. These events sufficiently insulted and angered the townspeople, and they planned revenge against the Americans. A few days before the attack, Valeriano Abanador, the town's police chief, and Captain Daza met to plan the attack on the American unit. To address the issue of sufficient manpower to offset the Americans' advantage in firepower, Abanador and Daza disguised the congregation of men as a work force aimed at preparing the town for a local '' fiesta'' which, incidentally, also served to address Connell's preparations for his superior's visit. Abanador also brought in a group of " tax evaders" to bolster their numbers. Much palm wine was brought in to ensure that the American soldiers would be drunk the day after the ''fiesta''. Hours before the attack, women and children were sent away to safety. To mask the disappearance of the women from the dawn service in the church, 34 men from Barrio Lawaan
cross-dressed Cross-dressing is the act of wearing clothes usually worn by a different gender. From as early as pre-modern history, cross-dressing has been practiced in order to disguise, comfort, entertain, and self-express oneself. Cross-dressing has play ...
as women worshippers. These "women", carrying small
coffin A coffin is a funerary box used for viewing or keeping a corpse, either for burial or cremation. Sometimes referred to as a casket, any box in which the dead are buried is a coffin, and while a casket was originally regarded as a box for j ...
s, were challenged by Sergeant Scharer of the sentry post about the town plaza near the church. Opening one of the coffins with his bayonet, he saw the body of a dead child who, he was told, was a victim of a
cholera Cholera is an infection of the small intestine by some strains of the bacterium '' Vibrio cholerae''. Symptoms may range from none, to mild, to severe. The classic symptom is large amounts of watery diarrhea that lasts a few days. Vomiting an ...
epidemic. Abashed, he let the women pass on. Unbeknownst to the sentries, the other coffins hid the ''bolos'' and other weapons of the attackers. The issue of children's bodies merits further attention since there is much conflict between accounts by members of Company C. That day, the 27th, was the 52nd anniversary of the founding of the parish, an occasion on which an image of a recumbent Christ known as a Santo Entierro would have been carried around the parish. In modern times these Santo Entierros are enclosed in a glass case but at the time were commonly enclosed in a wooden box.


Attack on American soldiers

Between 6:20 and 6:45 in the morning of September 28, 1901, the villagers made their move. Abanador, who had been supervising the prisoners' communal labor in the town plaza, grabbed the rifle of Private Adolph Gamlin, one of the American sentries, and stunned him with a blow to the head. This served as the signal for the rest of the communal laborers in the plaza to rush the other sentries and soldiers of Company C, who were mostly having breakfast in the
mess The mess (also called a mess deck aboard ships) is a designated area where military personnel socialize, eat and (in some cases) live. The term is also used to indicate the groups of military personnel who belong to separate messes, such as the o ...
area. Abanador then gave a shout, signaling the other Philippine men to the attack and fired Gamlin's rifle at the mess tent, hitting one of the soldiers. The pealing of the church bells and the sounds from
conch Conch () is a common name of a number of different medium-to-large-sized sea snails. Conch shells typically have a high spire and a noticeable siphonal canal (in other words, the shell comes to a noticeable point at both ends). In North Am ...
shells being blown followed seconds later. Some of the Company C troopers were attacked and hacked to death before they could grab their rifles; the few who survived the initial onslaught fought almost bare-handed, using kitchen utensils, steak knives, and chairs. One private used a baseball bat to fend off the attackers before being overwhelmed. The men detained in the Sibley tents broke out and made their way to the municipal hall. Simultaneously, the attackers hidden in the church broke into the parish house and killed the three American officers there. An unarmed Company C soldier was ignored, as was Captain Connell's Philippine houseboy. The attackers initially occupied the parish house and the municipal hall; however, the attack at the mess tents and the barracks failed, with Pvt. Gamlin, recovering consciousness and managing to secure another rifle, caused considerable casualties among the Philippine forces. With the initial surprise wearing off and the attack degrading, Abanador called for the attackers to break off and retreat. The surviving Company C soldiers, led by Sergeant Frank Betron, escaped by sea to Basey and
Tanauan, Leyte Tanauan (IPA: ɐn'ʔaʊɐn, officially the Municipality of Tanauan ( war, Bungto han Tanauan; tl, Bayan ng Tanauan), is a 2nd class municipality in the province of Leyte, Philippines. According to the 2020 census, it has a population of 57,455 ...
. The townspeople buried their dead and abandoned the town. Of the 74 men in Company C, 36 were killed in action, including all its commissioned officers: Captain Thomas W. Connell, First Lieutenant Edward A. Bumpus and Major Richard S. Griswold. Twenty-two were wounded in action and four were missing in action. Eight died later of wounds received in combat; only four escaped unscathed. The villagers captured about 100 rifles and 25,000 rounds of ammunition and suffered 28 dead and 22 wounded.


Retaliation

Captain Edwin Victor Bookmiller, the commander in Basey, sailed immediately with Company G, 9th Infantry Regiment for Balangiga aboard a commandeered coastal steamer, the SS ''Pittsburgh''. Finding the town abandoned, they buried the American dead and set fire to the town. Coming at a time when it was believed Filipino resistance to American rule had collapsed, the Balangiga attack had a powerful impact on Americans living in Manila. Men started to wear sidearms openly and Helen Herron Taft, wife of the American Governor-General of the Philippines
William Howard Taft William Howard Taft (September 15, 1857March 8, 1930) was the 27th president of the United States (1909–1913) and the tenth chief justice of the United States (1921–1930), the only person to have held both offices. Taft was elected pr ...
, was so distraught she required evacuation to Hong Kong.Taft, Helen Herron, ''Recollections of Full Years'', Butterick Publishing, New York (1914), p. 225 The Balangiga incident provoked shock in the US public, too, with newspapers equating the massacre to George Armstrong Custer's last stand at the
Battle of the Little Bighorn The Battle of the Little Bighorn, known to the Lakota and other Plains Indians as the Battle of the Greasy Grass, and also commonly referred to as Custer's Last Stand, was an armed engagement between combined forces of the Lakota Sioux, No ...
in 1876. Major General
Adna R. Chaffee Adna Romanza Chaffee (April 14, 1842 – November 1, 1914) was a lieutenant general in the United States Army. Chaffee took part in the American Civil War and Indian Wars, played a key role in the Spanish–American War, and fought in the Boxe ...
, military governor of the Philippines, received orders from US President
Theodore Roosevelt Theodore Roosevelt Jr. ( ; October 27, 1858 – January 6, 1919), often referred to as Teddy or by his initials, T. R., was an American politician, statesman, soldier, conservationist, naturalist, historian, and writer who served as the 26t ...
to pacify Samar. To this end, Chaffee appointed Brigadier General
Jacob H. Smith General Jacob Hurd Smith (January 29, 1840 – March 1, 1918) was a U.S. Army officer notorious for ordering indiscriminate retaliation on the island of Samar in response to what is called the Balangiga massacre during the Philippine–Amer ...
to Samar to accomplish the task. General Smith instructed Major
Littleton Waller Littleton Tazewell "Tony" Waller (September 26, 1856 – July 13, 1926) was a career officer in the United States Marine Corps, who served in the Spanish–American War, the Caribbean and Asia. He was court martialled and acquitted for acti ...
, commanding officer of a battalion of 315
US Marines The United States Marine Corps (USMC), also referred to as the United States Marines, is the maritime land force service branch of the United States Armed Forces responsible for conducting expeditionary and amphibious operations through comb ...
assigned to bolster his forces in Samar, regarding the conduct of pacification: As a consequence of this order, Smith became known as "Howling Wilderness Smith"; he was also dubbed "Hell Roaring Jake" Smith, "The Monster", and "Howling Jake" by the press as a result. He further ordered Waller to kill all persons who were capable of bearing arms and in actual hostilities against the United States forces. When queried by Waller regarding the age limit of these persons, Smith replied that the limit was ten years of age. Food and trade to Samar were cut off, intended to starve the revolutionaries into submission. Smith's strategy on Samar involved widespread destruction to force the inhabitants to stop supporting the guerrillas and turn to the Americans from fear and starvation. He used his troops in sweeps of the interior in search for guerrilla bands and in attempts to capture Philippine General Vicente Lukbán, but he did nothing to prevent contact between the guerrillas and the townspeople. American columns marched across the island, destroying homes and shooting people and draft animals. Littleton Waller, in a report, stated that over an eleven-day period his men burned 255 dwellings, shot 13 carabaos and killed 39 people. The Judge Advocate General of the Army observed that only the good sense and restraint of the majority of Smith's subordinates prevented a complete reign of terror in Samar. The abuses outraged anti-Imperialist groups in the United States when these became known in March 1902. The exact number of Filipinos killed by US troops will never be known. A population shortfall of about 15,000 is apparent between the Spanish census of 1887 and the American census of 1903, but how much of the shortfall is due to a disease epidemic and known natural disasters and how many due to combat is difficult to determine. Population growth in 19th century Samar was amplified by an influx of workers for the booming hemp industry, an influx which certainly ceased during the Samar campaign. Exhaustive research in the 1990s made by British writer Bob Couttie as part of a ten-year study of the Balangiga massacre tentatively put the figure at about 2,500; David Fritz used population ageing techniques and suggested a figure of just more than 2,000 losses in males of combat age but nothing to support widespread killing of women and children.Fritz, David L, Before "The Howling Wilderness": The Military Career of Jacob Heard Smith, ''Military Affairs'', November–December (1979), p. 186 Some American and Filipino historians believe it to be around 50,000,Young, Kenneth Ray, "Guerrilla Warfare Revisited", ''Leyte Samar Studies'', XI:1 (1977), pp. 21–31 but those high estimates are thought to have resulted from typographical errors and misreading of documents. The rate of Samar's population growth slowed as refugees fled from Samar to Leyte,US Senate Committee Hearings "Affairs in the Philippine Islands" February 3, 1902, Vol. 3, p. 2341 yet still the population of Samar increased by 21,456 during the war. American military historians' opinions on the Samar campaign are echoed in the February 2011 edition of the US Army's official historical magazine, ''Army History Bulletin'': "...the indiscriminate violence and punishment that U.S. Army and Marine forces under Brig. Gen. Jacob Smith are alleged to have unleashed on Samar have long stained the memory of the United States’ pacification of the Philippine Islands".Hendricks, Charles, Editor's Journal, ''Army History Bulletin'', PB 20-11-2 (No. 79), p. 2


Commanding officers' courts-martial

Events in Samar resulted in prompt investigations. On April 15, 1902 the Secretary of War
Elihu Root Elihu Root (; February 15, 1845February 7, 1937) was an American lawyer, Republican politician, and statesman who served as Secretary of State and Secretary of War in the early twentieth century. He also served as United States Senator from ...
sent orders to relieve officers of duty and to court-martial General Smith. "The President (Theodore Roosevelt) desires to know and in the most circumstantial manner all facts, nothing being concealed, and no man being for any reason favored or shielded. For the very reason that the President intends to back up the Army in the heartiest fashion in every lawful and legitimate method of doing its work, he also intends to see that the most rigorous care is exercised to detect and prevent any cruelty or brutality, and that men who are guilty thereof are punished"."Affairs in the Philippine Islands", Vol. II, p. 1549 Jacob H. Smith and Littleton Waller faced courts martial as a result of their heavy-handed treatment of Filipinos; Waller specifically for the execution of twelve Filipino bearers and guides. Waller was found not guilty, a finding that senior military officials did not accept. Smith was found guilty, admonished and forced to retire. A third officer, Captain
Edwin Forbes Glenn Edwin Forbes Glenn (January 10, 1857 – August 5, 1926) was a United States Army officer in the late 19th and early 20th centuries. He served in World War I among other capacities. Biography Glenn was born near Greensboro, North Carolina, on J ...
, was court-martialled for torturing Filipinos and was found guilty.


Factual disputes

Several factual inaccuracies in early published accounts have surfaced over the years as historians continue to re-investigate the Balangiga incident. These include: *Schott and Rey Imperial assert that Company C of the 9th US Infantry was sent to Balangiga in response to a request by its then-Mayor Pedro Abayan. This is based solely on a claim by George Meyer, a Company C survivor, in support of efforts to secure the
Medal of Honor The Medal of Honor (MOH) is the United States Armed Forces' highest military decoration and is awarded to recognize American soldiers, sailors, marines, airmen, guardians and coast guardsmen who have distinguished themselves by acts of val ...
. Author Bob Couttie asserts that the American unit was sent there to close Balangiga's port. *James Taylor's account inspired another author, William T. Sexton, to write that the American soldiers were "butchered like hogs" in ''Soldiers in the Sun''. However,
Eugenio Daza Don Eugenio Daza y Salazar (November 15, 1870 – December 16, 1954) is a Filipino '' principale'' (nobleman) recognized by the National Commission for Culture and the Arts (NCCA) as the first ''maestro'' (teacher) in the Samar province. He was ...
wrote, "The Filipino believes that the profanation of the dead necessarily brings bad luck and misfortune ... there was no time to lose for such acts fter the Balangiga attack"


Gallery

File:Balangiga Massacre Monument.jpg, Battle of Balangiga monument Balangiga massacre memorial marker.JPG, Battle of Balangiga memorial marker Statue of Valeriano Abanador.JPG, Statue of Valeriano Abanador, Balangiga police chief during the Battle of Balangiga Historical marker at the foot of Valeriano Abanador statue.JPG, Historical marker at the foot of Abanador statue


Cultural references

*


See also

*
Balangiga bells The Balangiga bells ( es, Campanas de Balangiga; tl, Mga Batingaw ng Balangiga; war, Lingganay han Balangiga) are three church bells that were taken by the United States Army from the Church of San Lorenzo de Martir in Balangiga, Eastern Sa ...
, on the bells seized as spoils of war and returned to the Philippines in 2018 *
Eugenio Daza Don Eugenio Daza y Salazar (November 15, 1870 – December 16, 1954) is a Filipino '' principale'' (nobleman) recognized by the National Commission for Culture and the Arts (NCCA) as the first ''maestro'' (teacher) in the Samar province. He was ...
*
Vicente Lukban Vicente is an Italian, Spanish, and Portuguese name. Like its French variant, Vincent, it is derived from the Latin name ''Vincentius'' meaning "conquering" (from Latin ''vincere'', "to conquer"). Vicente may refer to: Location * São Vicente, ...
*
History of the Philippines (1898–1946) The history of the Philippines from 1898 to 1946 began with the outbreak of the Spanish–American War in April 1898, when the Philippines was still a colony of the Spanish East Indies, and concluded when the United States Treaty of Manila (194 ...
*
Timeline of the Philippine–American War The Philippine–American War, also known as the Philippine War of Independence or the Philippine Insurrection (1899–1902), was an armed conflict between Filipino revolutionaries and the government of the United States which arose from the stru ...
* Campaigns of the Philippine–American War


Notes


References


Further

* *, (e-book) * *{{cite journal, url=https://www.google.com/books/edition/Infantry_Journal/3-laHwL3GDsC?hl=en&gbpv=1&pg=PA147, title=Historical Sketches of the 9th Infantry, journal=Infantry Journal, year=1921, publisher=United States Infantry Association, a
Service in the Philippines
volume=28, issue=3 1901 in the Philippines Battles involving the United States Battles of the Philippine–American War Events that led to courts-martial History of Eastern Samar Massacres committed by the United States September 1901 events Visayan history War crimes in the Philippines United States war crimes Massacres in 1901 Mass murder in 1901 Mass murder in the Philippines