| Honorific Prefix: | The Most Excellent |
| Benito Juárez | |
| Order: | 26th |
| Office: | President of Mexico |
| Predecessor: | Ignacio Comonfort |
| Successor: | Sebastián Lerdo de Tejada |
| Signature: | Firma de Benito Juárez.png |
| Office2: | President of the Supreme Court |
| Predecessor2: | Luis de la Rosa Oteiza |
| Successor2: | José Ignacio Pavón |
| Party: | Liberal Party |
| Birth Name: | Benito Pablo Juárez García |
| Birth Date: | 21 March 1806 |
| Birth Place: | San Pablo Guelatao, Oaxaca, Mexico |
| Death Place: | Mexico City, Mexico |
| Resting Place: | Panteón de San Fernando |
| Nationality: | Mexican |
| Alma Mater: | Institute of Sciences and Arts of Oaxaca |
| Profession: | Lawyer, judge, politician |
| Term Start: | 21 January 1858 |
| Term End: | 18 July 1872 |
| Term End1: | 11 July 1863 |
| Term Start2: | 11 December 1857 |
| Term End2: | 21 January 1858 |
| Office3: | Secretary of the Interior of Mexico |
| President3: | Ignacio Comonfort |
| Term Start3: | 3 November |
| Term End3: | 11 December 1857 |
| Predecessor3: | José María Cortés |
| Successor3: | José María Cortés |
| Office4: | Governor of Oaxaca |
| Term Start4: | 10 January 1856 |
| Term End4: | 3 November 1857 |
| Predecessor4: | José María García |
| Successor4: | José María Díaz |
| Term Start5: | 2 October 1847 |
| Term End5: | 12 August 1852 |
| Predecessor5: | Francisco Ortiz Zárate |
| Successor5: | Lope San Germán |
| Office6: | Secretary of Public Education of Mexico |
| President6: | Juan Álvarez |
| Term Start6: | 6 October |
| Term End6: | 9 December 1855 |
| Predecessor6: | José María Durán |
| Successor6: | Ramón Isaac Alcaraz |
Benito Pablo Juárez García (pronounced as /es/; 21 March 1806 – 18 July 1872)[1] was a Mexican politician, military commander, lawyer, and statesman who served as the 26th president of Mexico from 1858 until his death in office in 1872. Of Zapotec ancestry, he was the first and only indigenous president of Mexico and the first democratically elected indigenous president in the postcolonial Americas.[2] Previously, he had served as Governor of Oaxaca and had later ascended to a variety of federal posts including Secretary of the Interior, Secretary of Public Education, and President of the Supreme Court. During his presidency he led the Liberals to victory in the Reform War and in the Second French intervention in Mexico.
Born in Oaxaca to a poor, rural, Indigenous family and orphaned as a child, Juárez passed under the care of his uncle, eventually moving to Oaxaca City at the age of 12, where he found work as a domestic servant. Sponsored by his employer who was also a lay Franciscan, Juárez temporarily enrolled in a seminary and studied to become a priest, but he later switched his studies to law at the Institute of Sciences and Arts, where he became active in Liberal politics. He began to practice law and was eventually appointed as a judge, after which he married Margarita Maza, a woman from a socially distinguished family in Oaxaca City.[3]
Juárez was eventually elected Governor of Oaxaca and became involved in national politics after the ousting of Antonio López de Santa Anna in the Plan of Ayutla. Juárez was made Minister of Justice under the new Liberal president Juan Alvarez. He was instrumental in passing the Juárez Law as part of the broader program of constitutional reforms known as La Reforma (The Reform). Later, as the head of the Supreme Court, he succeeded to the presidency upon the resignation of the Liberal president Ignacio Comonfort in the early weeks of the Reform War between the Liberal Party and the Conservative Party, and led the Liberal Party to victory after three years of warfare.
Almost immediately after the Reform War had ended, President Juárez was faced with a French invasion, the Second French Intervention aimed at overthrowing the government of the Mexican Republic and replacing it with a French-aligned monarchy, the Second Mexican Empire. The French soon gained the collaboration of the Conservative Party who aimed at returning themselves to power after their defeat in the Reform War, but Juárez continued to lead the government and armed forces of the Mexican Republic, even as he was forced by the advances of the French to flee to the north of the country. The Second Mexican Empire would finally collapse in 1867 after the departure of the last French troops two months previously and President Juárez returned to Mexico City where he continued as president until his death due to a heart attack in 1872, but with growing opposition from fellow Liberals who believed he was becoming autocratic.[4] [5]
During his presidency, he supported a number of controversial measures, including his negotiation of the McLane–Ocampo Treaty, which would have granted the United States perpetual extraterritorial rights across the Isthmus of Tehuantepec; a decree extending his presidential term for the duration of French Intervention; his proposal to revise the liberal Constitution of 1857 to strengthen the power of the federal government; and his decision to run for reelection in 1871.[6] [7] His opponent, liberal general, and fellow Oaxacan Porfirio Díaz opposed his re-election and rebelled against Juárez in the Plan de la Noria.
Juárez came to be seen as "a preeminent symbol of Mexican nationalism and resistance to foreign intervention".[8] [9] His policies advocated civil liberties, equality before the law, the sovereignty of civilian power over the Catholic Church and the military, the strengthening of the Mexican federal government, and the depersonalization of political life.[10] For Juárez's success in ousting French invasion, Mexicans considered Juárez's tenure as a time of a "second struggle for independence, a second defeat for the European powers, and a second reversal of the Conquest".[11]
After his death, the city of Oaxaca added "de Juárez" to its name in his honor, and numerous other places and institutions have been named after him. He is the only individual whose birthday (21 March) is celebrated as a national public and patriotic holiday in Mexico. Many cities (most notably Ciudad Juárez), streets, institutions, and other locations are named after him. He is considered the most popular Mexican president of the 19th century.[12] [13]
Benito Juárez was born on March 21, 1806, in the village of San Pablo Guelatao, Oaxaca, located in the mountain range since named for him, the Sierra Juárez. It was a small settlement of about two hundred inhabitants, made up of straw huts, and a small church, the village being located at the edge of a mountain pond known for its picturesque transparent waters, and called La Laguna Encantada, the enchanted pond.
His parents, Brígida García and Marcelino Juárez were Zapotec peasants. He described his parents as "indios de la raza primitiva del país" (Spanish; Castilian: "[[Indigenous peoples of Mexico|Indians]] from the primitive race of the country").[14] He had two older sisters, Josefa and Rosa. Juárez became an orphan at the age of 3. His grandparents also died shortly after, and Juárez was raised by his uncle Bernardino Juárez.[15]
He worked in the cornfields and as a shepherd until the age of 12. Up until then Juárez had also been illiterate and could not speak Spanish knowing then only his native Zapotec language. However, his sister had previously moved to the city of Oaxaca for work, and that year Juárez moved to the city to attend school.[16] There he took a job as a domestic servant in the household of Antonio Maza, where his sister worked as a cook.
In 1818, while the Mexican War of Independence was ongoing, a twelve year old Juárez entered domestic service under the lay Franciscan and bookbinder Antonio Salanueva. The young boy showed potential at primary school, upon which Salanueva sought to sponsor Juárez to enter a seminary to study for the priesthood.
Juárez entered the seminary in Spring of 1821, only a few months before Mexico won its independence in September of the same year. He continued his theological studies for six years, but eventually decided that he was not interested in the priesthood.
An Institute of Arts and Sciences had been founded by the Oaxacan state legislature in 1826, and Juárez transferred there in 1827. In 1829, Juárez was appointed a teacher of physics. In 1831, Juárez accepted the post of Regidor del Ayuntamiento, or judicial secretary to the municipal council of Oaxaca City. In 1832, he graduated from the Institute of Arts and Sciences with a degree in law. He was eventually admitted to the bar on January 13, 1834.
From the very beginning of his legal career, Juárez became an active partisan of the Liberal Party. As a lawyer, Juárez took cases of indigenous villagers. Community members of Loxicha, Oaxaca hired him for their denunciation of a priest, whom they accused of abuses. He did not win the case, and was thrown into jail along with community members, "thanks to the collusion between Church and the state," writing later that it "strengthened in me the goal of working constantly to destroy the pernicious power of the privileged classes."[17] Juárez gained the goal of fighting for equality before the law in the face of the lingering legal privileges that remained in Mexico from the colonial legal system, as were accorded to the Mexican Catholic Church, the army, and Indigenous communities.[18] He became a prosecutor for the State of Oaxaca and was soon elected to the Oaxaca state legislature in 1832, serving for two years during the Liberal presidency of Valentin Gomez Farias.
A Conservative Party coup led by Santa Anna overthrew the presidency of Gomez Farias in 1834. As part of the constitutional reorganization involved in the subsequent transition from the First Mexican Republic to the Centralist Republic of Mexico, Oaxaca became a department controlled by Mexico City and the state legislature of Oaxaca was dissolved. Juárez protested the dissolution of local government that was being imposed upon Oaxaca, and in fact, the rest of Mexico, as part of the transition to the Centralist Republic of Mexico in which the states of the nation were replaced by departments directly administered by Mexico City. For this, Juárez was briefly imprisoned, but he was shortly released. Juárez then returned to private practice. After practicing law for several years. In 1842 Liberal governor of Oaxaca Antonio León, appointed Juárez to serve as a Civil and Revenue Judge for the state of Oaxaca, a position which he held until 1846.[19]
The Centralist Republic itself would be overthrown in 1846 at the beginning of the Mexican American War, and Oaxaca regained its federal autonomy, its executive now led by a triumvirate which included Juárez. He was subsequently elected to the national congress as a deputy for Oaxaca. Juárez supported President Valentín Gómez Farías, who had returned to power. There was a revolt against the state of Oaxaca during this time, causing Juárez to abandon his congressional post and return to Oaxaca to try and maintain order.
In November, 1847, he assumed the governorship. When Santa Anna fell from power disgraced by his loss in the Mexican-American War, Governor Juárez did not allow the ex-president to establish himself in Oaxaca, which gained for him the future enmity of Santa Anna.[20] Juárez was faced with chaos in the state finances, the state justice department, and the state police organization. Juárez proceeded to carry out a program of economic improvements which included an elimination of the state deficit, the construction of roads and bridges, and the development of education. Governor Juárez also prepared and published a Civil and Penal Code. Oaxaca became a model state, and Juárez’ gained fame as an able administrator throughout the nation.
Upon finishing his one term permitted by the state constitution, Juárez became the director of the Oaxaca Institute of Science and Arts where he had previously studied law and also taught science. Juárez also continued his practice of law.
Mexico experienced relative peace and stability in the years immediately following the conclusion of the Mexican-American War, through the moderate presidencies of José Joaquín de Herrera and Mariano Arista but in 1852 a Conservative coup overthrew Arista, and brought back Santa Anna for what would end up being his final dictatorship.
Juárez fell victim to the restored Santa Anna, and the authorities confined him to the fortress of San Juan de Ullua. He was eventually released and exiled to Havana, from which he then traveled to New Orleans. There he found a day job as a cigar maker in one of the city's factories,[21] while his wife remained in Mexico with their children, and were looked after by Liberal partisans.[22] His time as governor of Oaxaca had not left him with a vast fortune, and he survived off of his cigar rolling job and funds sent to him from Mexico by his wife.[23]
Juárez met other Liberal exiles in New Orleans including the anti-clerical former governor of Michoacan Melchor Ocampo,[24] and the Cuban separatist exile,, who later married Juárez's oldest daughter, and served as a valuable ally during the Reform War and the Second French Intervention[25]
As the Liberal Plan of Ayutla broke out against Santa Anna in March, 1855, Juárez sought to return to Mexico. He arrived at the port of Acapulco near the Southern center of the revolt in the summer of 1855. Santa Anna fled the nation and a subsequent Liberal assembly elected Juan Alvarez as the new president. Juárez, who had been secretary to the assembly was made Minister of Justice and Religion.
See main article: La Reforma and Constitution of 1857.
The Plan of Ayutla had inaugurated what would come to be known as La Reforma, a period of unprecedented constitutional change for Mexico, and Juárez was to be a key figure throughout this era. Prior to La Reforma, and dating back to the legal system of New Spain, neither clerics nor soldiers were under the jurisdiction of the civil judiciary, and could only be tried for all offenses under their own respective, independent court systems.
It was the aim of the Liberal Party to abolish all such sovereign court systems and bring all offenses under the jurisdiction of the state. This was done through the Ley Juárez, named for the Minister of Justice, and promulgated under the presidency of Alvarez. The law would remain on the books, but President Alvarez resigned on December, 1855, amid increasing opposition to his administration, passing over the presidency to the more moderate Liberal Ignacio Comonfort, whom it was hoped could more effectively pass progressive reforms.
Juárez did not continue as Minister of Justice, and spent the pivotal year of 1856, peacefully retired in Oaxaca, although continuing to correspond with his Liberal allies in Mexico City as they continued their aims in furthering La Reforma. Juárez personally lobbied for a measure expelling the Jesuits from Mexico which was passed in June, 1856. Meanwhile the Mexican Congress was drafting a new Constitution which integrated into itself the Ley Juárez along with the Ley Lerdo, which with the aim of selling them off to stimulate economic development, had nationalized most of the Catholic Church’s properties, along with the communal properties of Mexico’s Indigenous communities. The new constitution which would come to be known as the Constitution of 1857, was promulgated on February 5, 1857, with the aim of coming into effect on Mexican Independence Day, September 16 of that year. It had abandoned Roman Catholicism as the state religion, and aimed to establish religious freedom, freedom of association, civil rights, the abolition of monopolies, and the abolition of hereditary privileges.
As opposition to the Constitution of 1857 threatened civil war, Comonfort’s ministers resigned on October 20, 1857, and among the replacements was Juárez who was appointed as Secretary of Home Affairs (Secretario de Gobernacion), and was made Chairman of the Council of Ministers. When, one month later, Comonfort was formally elected as the first president under the new constitution, Juárez was appointed Chief Justice of the Supreme Court.
See main article: Reform War.
In the face of increasing opposition however and with civil conflict already erupting in the state of Puebla, the moderate President Comonfort sought to distance himself from the Constitution of 1857 and by December was already announcing that the Constitution ought to be reformed. Chief Justice Juárez rebuffed Comonfort’s invitation to join him in abandoning the constitution. On December 17, Conservatives led by Felix Zuloaga proclaimed the Plan of Tacubaya, which dissolved congress and invited Comonfort to accept the presidency with extraordinary powers in a self-coup. Comonfort "felt that by temporarily assuming dictatorial powers he could hold the extremists on both sides in check and pursue a middle course, always his object. It soon became obvious that such an assumption was merely wishful thinking."[26] Comonfort accepted and had Juárez imprisoned in the capital.
Comonfort however had blundered in overestimating the support he could expect among the state governors. The strategic port state of Veracruz disowned the Plan of Tacubaya, and Comonfort realized that the country had begun to fragment into civil war. This was much more than he had intended, and he began to back away from the Conservatives. Juárez was released from prison on January 11, 1858, shortly before Comonfort himself left the country, the presidency thus passing over to Juárez who as Chief Justice was next in line to succeed the presidency. Meanwhile the Conservatives elected Zuloaga as their president.[27]
As Mexico City fell into the hands of the Conservatives, President Juárez transferred himself to Guanajuato City, where on January 19, he assembled his cabinet and vowed to defend the Constitution through war if necessary. The states of Tamaulipas, Sinaloa, Durango, Jalisco, Tabasco, San Luis Potosi, Oaxaca, Guanajuato, and Veracruz proclaimed their loyalty to the Juárez government.
The first year of the Reform War as it would come to be known, was marked by repeated Conservative victories, albeit indecisive ones. On March 10, 1858, the Liberals lost the Battle of Salamanca, near Juárez’ base in Guanajuato City, upon which he and his government retreated to Guadalajara. While the Liberal government was ensconced there, the garrison mutinied against them, and Juárez along with his ministers which included Melchor Ocampo and Guillermo Prieto were imprisoned. The commander of the garrison, Colonel Landa, was far from having effective control over the entire city. Landa offered Juárez his liberty if he would order the remaining Liberal troops in Guadalajara to surrender. Juárez refused and Landa responded by ordering his troops to shoot the prisoners.
Guillermo Prieto intervened, and the soldiers hesitated. Landa did not repeat his orders, and it was at this point that a Liberal body of troops under Miguel Cruz de Aedo arrived in order to negotiate. Landa was allowed to leave Guadalajara, and the Liberal prisoners were released as well.
Juárez and his cabinet now made their way to the port of Manzanillo from which they embarked for the Liberal stronghold of Veracruz by way of Panama. On 4 May 1858, Juárez arrived in Veracruz where the government of Manuel Gutiérrez Zamora was stationed with General Ignacio de la Llave.[28] Upon his arrival Juárez was joined by his wife and greeted with enthusiasm by the population.
One of Juárez’s first challenges in the new capital was meeting French and English claims over loans that had been forced upon English and French merchants by the Liberal General Garza. Juárez warded off the threat of military intervention by recognizing the legitimacy of the claims.
The Conservatives meanwhile were suffering infighting, and after a series of victories, General Miguel Miramon became the new Conservative president on December, 1858. President Miramon gathered an army and prepared a siege of Veracruz.
On December 29, 1858, President Juárez called upon the inhabitants of Veracruz to prepare for an attack by collecting arms, provisions, and organizing fortifications. The first Conservative siege of Veracruz failed in March, 1859.
Meanwhile the Liberal armies were making advances upon Mexico City. General Degollado occupied the suburbs of Mexico City throughout February and March, 1859, only to be repulsed by the efforts of the Conservative General Marquez, who then gained infamy for shooting all of his prisoners of war in the suburb of Tacubaya.
Juárez remained entrenched in Vera Cruz. In the course of the war through 1859, the Liberals captured Mazatlan and Colima. By April, the United States had recognized the Liberal government as the legitimate government of Mexico and sent Robert Milligan McLane as its official representative.
On July 7, 1859, Juárez laid out an agenda of legislation decreeing the de jure separation of church and state, the greater independence of the judiciary, the expansion of affordable education, a program of road construction, a program of railroad construction, financial reform, the reduction of duties, the encouragement of foreign commerce, the subdivision of great estates to encourage peasant proprietorship, and the encouragement of immigration.
On July 12, a series of anti-clerical laws were passed adding upon those that had already been implemented as part of the Constitution of 1857. The properties of the Catholic Church were almost entirely nationalized, the responsibility of carrying out marriages was completely removed from the Catholic Church and was declared to be a purely civil contract, and the registration of births and deaths was also removed from the Church and handed over to the state. Furthermore monasteries were dissolved although nunneries were allowed to remain with the condition that they accept no more novices.
The U.S. at this time was seeking a route for transit from the Caribbean to the Pacific Ocean, and the Isthmus of Tehuantepec was the narrowest crossing in Mexico between the bodies of water. Juárez needing allies against the Conservatives, and his government proceeded to negotiate and ratify the McLane-Ocampo Treaty by December 1859. The treaty would have granted the United States perpetual extraterritorial rights for its citizens and its military through key strategic routes in Mexico. The treaty however, ultimately was rejected by the United States Senate.
The American recognition of the Juárez government at Veracruz also led the United States to defend it against another one of Miramon’s siege attempts. Towards the end of 1859, the Conservative government commissioned two gun boats to depart from Cuba and attack Veracruz while Miramon attacked from the land, but they were seized by the U.S. Navy as pirates.
The year 1860 was one of increasing Liberal victories and Miramon once again indecisively attacked Veracruz in March. In September, the Juárez government suffered a scandal when the Liberal General Santos Degollado raided a mule train of money being sent to European merchants. Juárez made efforts to recover the money and gave orders for restitution.
As an inevitable Liberal victory approached, Juárez issued a decree on November 6, 1860, fixing the date of presidential and congressional elections for the following January, with the newly elected congress scheduled to meet on February 19.
After Guadalajara was captured on December 20, 1860, the Liberal armies had an unrestricted path back towards Mexico City. Liberal troops entered the capital on Christmas Day 1860 without encountering any military Conservative resistance.
Juárez won the elections of 1861[29] with a large majority over his only rival General Jesús González Ortega. Juárez passed an amnesty towards the Conservatives who had fought against him during the Reform War with certain exceptions including leading generals and clergy.
The former Conservative president Miramon had fled the country, but certain Conservative Generals remained at large in the countryside including Leonardo Marquez and Tomás Mejía Camacho. Melchor Ocampo, one of the leading Liberals during the Reform War was assassinated by Marquez on June 17, 1861. Ocampo’s assassination led to severe outrage in the capital. Many Conservatives were arrested and faced deadly retaliation, but Juárez intervened on their behalf. Santos Degollado, who had been dismissed from his military command, requested permission from congress to pursue Ocampo's killers. He too was killed by the guerrillas on June 15, and his command was handed over to González Ortega.[30] Conservative General Leonardo Márquez took refuge in the Sierra Gorda of Querétaro.
In the wake of the Reform War and the demobilization of combatants, Juárez established the Rural Guard or Rurales, aimed at enforcing public security, particularly as banditry and rural unrest grew. Many brigands and bandits had allied themselves with the Liberals during the Reform War and returned to banditry after the war's end.[31]
The reconstruction of the country also involved a reorganization of finances, but for the time being the Mexican government found it impossible to meet its domestic and its foreign obligations. A British Minister Plenipotentiary, Sir Charles Wyke, was commissioned on March 30, 1861, to negotiate British claims while providing reassurance that the British government aimed to respect Mexican sovereignty and maintain cordial relations between both countries. On May 27, Wyke met with the Mexican Minister of Foreign Affairs Zarco, with the latter attempting to convince Wyke of the impossibility for Mexico to meet its current foreign debts. On June 3, President Juárez issued a decree, under the authority of congress postponing all payments to foreign creditors for one year. Events were now set in motion which would culminate in the Second French Intervention in Mexico, and the failed efforts of the Second French Empire to overthrow the government of the Mexican Republic and impose a monarchy upon the nation.
The main French pretext for subsequently invading Mexico had been specifically the issue of the Jecker Bonds, a series of high interest loans which had been contracted through a Swiss banker named Jecker, by the Conservative government during the Reform War. When the government of Juárez refused to honor the debts contracted by the Conservative government, Jecker took his complaints to the government of France.
The issue of monarchy came about through the efforts of certain Mexican monarchist exiles acting independently of the Mexican government. Monarchism in Mexico had been reduced to irrelevance after the fall of the extremely short lived First Mexican Empire in 1823.[32] When José María Gutiérrez de Estrada had attempted to revive the issue by proposing a monarchy for the country in 1840, he was driven out of the country by public outrage, which included condemnation from both the Liberal Party and the Conservative Party.
Rejected by his own country, Estrada sought support for his monarchical project abroad, gaining the aid of the Mexican diplomat José Manuel Hidalgo y Esnaurrízar, who personally knew Empress Eugenie of France, and had won her over to the idea of a Mexican monarchy as early as 1857[33] Eugenie was enthusiastic about the effort to establish a monarchy in Mexico, but Napoleon III was skeptical, afraid of offending the United States through the violation of the Monroe Doctrine. This concern was rendered null by the outbreak of the American Civil War in 1859, and President Juárez’ 1861 decree suspending foreign debts, gave France a pretext to send troops to Mexico. Napoleon III saw an advantage in establishing a client state on the American continent which could also serve as a buffer state to United States expansionism.[34]
For the meantime, however Napoleon III, kept his full aims hidden. Mexican negotiations with Wykes had broken down and the minister wrote back to London advocating that the British Navy make a show of force. London and Paris began to make arrangements over the matter, and soon invited the government of Spain which had also been affected by the President Juárez’ suspension of debts. On October 31, 1861, the Convention of London was signed between France, Great Britain, and Spain, formalizing plans to militarily intervene in Mexico for the purposes of arranging its debt payments.
See main article: Second French intervention in Mexico.
Foreign Minister Manuel Doblado invited the commissioners to travel to Orizaba and there the three powers proceeded to officially recognized the government of Juárez along with Mexican sovereignty. On 9 April 1862, agreements at Orizaba between the allies broke down, as France made it increasingly clear that it intended to violate Mexican sovereignty in violation of previous agreements. The British informed the Mexican government that they now intended to exit the country, and an arrangement was made with the British government to settle its claims. Spain also agreed to evacuate the country.
Minister Doblado on April 11, 1862, made it known to the French government that its intentions were leading to war. Armed conflict finally broke out as French forces attempted to head for Mexico City. On 5 May 1862, Mexican forces commanded by Ignacio Zaragoza and future president of Mexico, Porfirio Díaz repulsed the French at the Battle of Puebla while the latter were trying to ascend the hill towards the fortified positions of the city. The French retreated to Orizaba to await reinforcements. On October 27, 1862, congress granted President Juárez emergency powers to meet the needs of the ongoing invasion.[35]
Meanwhile the French increasingly gained the collaboration of Conservative Party generals who remained in the Mexican countryside in the wake of the Reform War. Monarchism had died out in Mexico by the time the French intervention began and the Conservative Party was initially reluctant to join the French in establishing a monarchy.[36] The Spanish General Juan Prim, who had been part of the joint expedition would report to his government that there had been no monarchists in Mexico.[37] The Conservatives would eventually be won over as they opportunistically sought the military aid to return themselves to power after their loss in the Reform War.
Napoleon III sent reinforcements of 30,000 troops under the command of General Forey. Forey reached Orizaba on 24 October 1862, and began planning another siege of Puebla, the defense of which had now passed on to Jesús González Ortega after General Zaragoza had died of typhoid fever on 8 September. Mexican forces were forced to surrender on May 17, 1863.
Upon hearing of the fall of Puebla, President Juárez prepared to evacuate the capital and move the republican government to San Luis Potosi. Congress closed its session on May 31, after once again granting President Juárez emergency powers.[35] The French entered the capital on 10 June 1863.
The French established press censorship over all of the territory they controlled and also set up court martials staffed by French officers which were given authority over Mexicans. Dubois de Saligny, Napoleon’s representative, selected and appointed a Junta Superior of collaborating Mexicans meant to serve as a puppet government to rubber-stamp French intentions of establishing a monarchy. Saligny and Forey themselves were present at the session of the so called Assembly of Notables, whose motions had been prearranged by the French. On July 8, 1863, the Assembly resolved upon changing the nation into a monarchy, inviting Ferdinand Maximilian of Habsburg, to become Emperor of Mexico.
On June 9, 1862, Juárez had arrived at San Luis Potosí and dispatches were sent to state governors in the parts of the country that were not yet occupied. French control continued to be centered upon Mexico City and Veracruz, although most major Mexican ports and their customs revenue had fallen into French hands. In August, Saligny and Forey were recalled to France, and command over French administration and the military of the conquered Mexican territories fell upon General François Achille Bazaine, already present in Mexico, who officially assumed his post on October 1, 1862.
Against the French, Juárez still commanded five divisions throughout the country, under ex president Ignacio Comonfort, who had been made Minister of War. Nonetheless throughout the rest of the year, the French gradually expanded out of their main Mexico City -Veracruz corridor to eventually encompass much of central Mexico, while the commanders of the Republic began to wage a campaign of guerilla warfare. Minister of War Comonfort was killed in an ambush on November 14 and was succeeded as Commander in Chief by General José López Uraga. By December, President Juárez was forced to evacuate San Luis Potosi to set up a new capital at Saltillo.
The ongoing Republican counterattack was generally a failure, except for the Southern campaign of Porfirio Diaz. With an army of 3000 men, he swept South through French lines and entrenched himself in the state of Oaxaca, becoming the military commander of all of Mexico south of the French controlled areas. From his base in Oaxaca he fought off French advances into Chiapas, and commanded incursions into the state of Vera Cruz. By January, 1864, however, the French through a naval attack had made inroads into Yucatan, capturing the city of Campeche.
In early 1864, Juárez faced opposition from Manuel Doblado and Jesús González Ortega, who accused him of taking autocratic actions that were against the constitution. Juárez defended himself by appealing to necessity, and the opposition was defused. On March 29, Juárez established his new capital in Monterrey after having faced the mutiny of Governor Santiago Vidaurri, who had declared his loyalty to the French, but was then defeated by Republican forces and fled into Texas. [38]
By May 1864, the Republican military situation in the north was weak, but Juárez there still had 12,000 men under his command, access to considerable customs revenue, and a steady flow of arms from the United States. The Mexican Republic still controlled the states of Sinaloa, Sonora, Durango, Chihuahua, Nuevo Leon and part of Tamaulipas. These territories included some rich mining districts, and two important custom-houses at Matamoros and Mazatlán. In the South, Diaz still controlled Guerrero, Oaxaca, Tabasco, and Chiapas.
Meanwhile Maximilian from Miramare Castle, had received the invitation from the Assembly of Notables, but put forth the condition that his rule first be ratified by a plebiscite. Bazaine carried out such a referendum on January, 1864, through tactics such as the manipulation of returns[39] along with the imprisonment of Mexican citizens who refused to accept Maximilian.[40] Results showing overwhelming acceptance of Maximilian were sent by the French to Miramar, and Maximilian officially accepted the throne of the Mexican Empire on April 10, 1864, preparing then to depart for the country. Maximilian signed arrangements with Napoleon, agreeing that Mexico should assume the cost for its own occupation, a measure which caused outrage in the Juárez government. Maximilian and his wife Charlotte, now Empress of Mexico finally arrived in Mexico City on June 12, 1864.
In July, 1864 Commander in Chief Uraga was accused of corresponding with the French. In response Juárez deposed him and replaced him with José María Arteaga, upon which Uraga defected to the French.
In August, Governor Vidaurri, returned from Texas and launched an attack against Juárez, who narrowly escaped Monterrey in a bullet ridden carriage. President Juárez sent his family to New Orleans for their safety, while he then headed for the state of Chihuahua. He established a new capital in Chihuahua City in October, 1864. By December, the French has seized the states of Nuevo Leon, Tamaulipas, and most of Coahuila.
General Ortega, ambitious for the presidency himself, challenged Juárez on constitutional grounds, claiming that Juárez’ constitutional term had expired, but his efforts failed, as it was indicated to him that the expiration of the current presidential term would not actually occur for another year. Juárez proceeded to extend this own terms until elections could be held[41] and Ortega retired to the United States. [42] Juárez continued to suffer reverses in the North throughout the rest of the year, but in the South, Porfirio Diaz had managed expel the French from Acapulco in December.
Porfirio Diaz himself was captured after the French advanced upon Oaxaca City in February 1865and yet guerilla warfare continued throughout the South. Diaz himself would escape French captivity after seven months, and almost immediately recaptured the state of Guerrero.
The approaching end of the American Civil War brought much hope to the Republican cause, and Juárez alluded to a future Union victory in order to inspire his partisans, for a victorious United States would be able to more stridently oppose the Second French Intervention as a violation of the Monroe Doctrine. After the Civil War ended in April, 1865, a concentration of American troops along the Rio Bravo, caused Bazaine to send more of his troops to the north, resulting in an increase of Republican guerilla activity in states such as Guanajuato and Michoacan. Some imperial prefects resigned for lack of troops, and Emperor Maximilian blamed Bazaine for the crisis.
In June, Franco-Imperial forces dispersed the main Republican army in the North under General Miguel Negrete. This inspired Maximilian to attempt to drive Juárez out of the country, hoping this would damage his cause in American public opinion before the next meeting of the United States Congress. Juárez was forced to evacuate Chihuahua City, but Bazaine did not pursue any further fearing a clash of French troops with American troops, and Juárez made his new capital in El Paso del Norte.
On October 2, 1865, acting upon the false intelligence that Juárez had left the country, Maximilian passed the so called Black Decree, enacting summary execution for anyone now found waging guerilla warfare. One of the victims of the decree would be commander in chief of the Mexican Republican forces, José María Arteaga.
On October 1, 1865, the Juárez government received a thirty million dollar loan from the United States. American volunteers also began to enlist in the army of the Mexican Republic.
On November 30, 1865, Juárez’s term expired, and according to the Constitution, due to the inability of holding elections, the office of the president was to pass down to the Chief Justice of the Supreme Court, which was then Jesús González Ortega. A constitutional crisis ensued as the latter once more challenged Juárez for the office, but Juárez denied the validity of Ortega’s claims, arguing that the relevant constitutional clause concerned itself with an interim presidency for the purpose of arranging new elections, which at the moment were impossible. Juárez passed a decree prolonging his own presidency and it was generally accepted among the Liberals.
Throughout late 1865, Napoleon III began to realize that the French troops were involved in a military quagmire. At the opening of the French Chambers in January 1866, he announced his intention of withdrawing French troops from Mexico. Faced with the impending collapse of the Empire, Empress Carlota traveled to Europe to seek more military support. Upon the failure of her efforts, she was reduced to insanity. Upon receiving news of his wife’s failure and mental collapse Emperor Maximilian traveled to Orizaba on October 1866, and contemplated abdication.
The Second Mexican Empire was rapidly disintegrating in the wake of the departing French troops. By November, 1866, the Juárez government had recovered most of the country, including nearly all of the territory encompassed by a line running from Tuxpan through San Luis Potosi, to Morelia, and nearly all of the territory south of Cuernavaca. Notwithstanding, Maximilian’s privy council voted against abdication and Maximilian decided upon not departing with the French. The French representatives to Maximilian formally expressed their opposition to the decision, and warned Maximilian that the Empire could not sustain itself independently.
Maximilian proposed a truce with Juárez and the summoning of a national congress to decide the fate of the Empire, but the proposal was ignored. The last of the French troops departed on March 12, 1867. Without French support, the rapidly collapsing Empire hardly lasted two months. Maximilian had returned to Mexico City and then headed northwest to Queretaro, where the Emperor and his top generals were captured after the end of a siege on May 14, 1867.
On June 13, while President Juárez was now in San Luis Potosí, the government of the Mexican Republic placed Maximilian on trial in Querétaro for aiding the French invasion of Mexico, attempting to overthrow the Mexican government, and prolonging the bloodshed when his cause was already lost. His leading Mexican generals Tomas Mejia and Miguel Miramon were placed on trial alongside him for treason. All three were found guilty and sentenced to death. President Juárez rejected multiple appeals for clemency, including multiple official appeals from European governmentsand the three prisoners were eventually shot by firing squad on June 19.
See main article: Restored Republic (Mexico).
Juárez reentered the capital on the morning of July 15, with Sebastián Lerdo de Tejada, José María Iglesias, and, to public acclaim, the ringing of bells, and ceremonial artillery fire. He commuted the death sentences of several imperialists, but showed no mercy to the more important collaborators. Santiago Vidaurri was shot without even a trial. Juárez used his emergency presidential powers to abrogate a law of confiscation that was reducing collaborationist families to poverty, instead replacing their penalty with a fine.
Juárez reorganized his cabinet and reestablished the department of development. He decreed that the governments of the states should now return to their respective capitals. The army was also reduced in size. The Supreme Court was re-established under the presidency of Sebastian Lerdo de Tejada. Day to day judicial acts during the French occupation, such as the granting of marriage certificates, were decreed valid.
A long awaited electoral act was passed on August 14, decreeing elections for the presidency, congress, and the supreme court. Referendums to amend the constitution were proposed, but opponents against any such amendments began to coalesce around the rival presidential candidacy of Porfirio Diaz.
Juárez subsequently won the presidential election which was held in October. He formally relinquished his emergency powers and on December 25, officially began a new term scheduled to end on November 30, 1871.
At the opening of Congress on that same December, Juárez gave thanks to the American people, for their consistent support of the Mexican Republic during the French Intervention. Juárez also had to deal with certain insurrections, including a new resurgence in the Caste War, which ended in the establishment of a military colony in Campeche, and the Yaqui uprising in Sonora known as the Revolución de los Ríos.
Juárez' determination to maintain the same ministers that had served him during the intervention also inspired opposition from those within the Liberal Party ambitious to share in those offices. A January, 1868 request to congress asking for increased powers for the presidency, inspired opposition from those who believed Juárez was becoming autocratic. [43] Gonzalez Ortega, who had already challenged Juárez twice during the intervention continued to press his constitutional claims to the presidency. On August 18, 1868, Ortega’s supporter General José María Patoni was assassinated by a local military brigade, leading to great public scandal.
The year 1869 was marked by minor scattered revolts, but a much more significant insurrection broke out in December, led by the Governor of Zacatecas. The affected states were placed under martial law, and the revolt was suppressed by February, 1870.
On October 13, 1870, a general amnesty law was passed against those who had collaborated with the French, excepting certain high officials.
See main article: Plan de la Noria. As the 1871 presidential election approached, Juárez once more declared his candidacy, causing great opposition among those who viewed such a long term in power as a violation of the spirit of the constitution. [44] Juárez had now been in power for more than twelve years. Porfirio Diaz once more ran for president, along with Sebastian Lerdo de Tejada. Juárez obtained a majority of the votes, but not to the degree constitutionally required to win the election, and so the selection of the president fell upon congress, which on October 12, 1871, decided in favor of Juárez. [44]
Supporters of Diaz accused the government of engaging in election fraud, refused to recognize Juárez as the legitimate president, and prepared to take up arms. The subsequent insurrection would come to be known as the Plan de La Noria from the eponymous city in which the revolution was proclaimed from on November 8, 1871.
Supporting revolts flared up throughout the country, and even the government of the State of Sonora officially joined the revolt in December, 1871. As late as July, 1872 military situation was serious, because though the Juárez government had won a series of victories, they had not been decisive. Juárez called Díaz a "latter-day Santa Anna", invoking the liberals' archenemy. Juárez took the opportunity of the rebellion to attack entrenched groups within various states, using government forces to neutralize rebellious elements in state militias.[45]
On July 18, 1872, Juárez began to feel pain in his legs, while also experiencing difficulty breathing. He retired early from work and spent the rest of the day with his family, hoping in the morning to exercise by hiking through Chapultepec Forest. However, as night approached his illness worsened, and Juárez began to experience heart problems. The president died around 11 in the evening surrounded by friends and family.
Following the constitutional line of succession, Juárez was succeeded the next day by the president of the supreme court, Sebastián Lerdo de Tejada. The late president lay in state until July 22, and he was carried by carriage in a solemn funeral procession through Mexico City until being interred in the San Fernando Cemetery.
On 31 October 1843, when he was in his late 30s, Juárez married Margarita Maza, the adoptive daughter of his sister's patron. Margarita was 20 years younger than Juárez. Her father Antonio Maza Padilla was from Genoa and her mother Petra Parada Sigüenza was Mexican and of Spanish descent. They were part of Oaxaca's upper-class society. Margarita Maza accepted his proposal and said of Juárez, "He is very homely, but very good."[46] With his marriage to a white woman, Juárez gained social standing. Although legal racial categories were abolished shortly after independence, in social life, ethnic categories were still used. Their ethnically mixed (white/indigenous) marriage was unusual at the time, but it is not often explicitly noted in standard biographies. Their marriage lasted until Margarita's death from cancer in January 1871, when Juárez was planning his run for reelection. Juárez and Maza had ten children together, who were ethnically mixed mestizos, including twins María de Jesús and Josefa, born in 1854. Two boys and three girls died in early childhood. Two of their sons died while they were in exile in New York with their mother during the French Intervention. Their only surviving son was, b. 29 October 1852, was a diplomat and politician, and Governor of Oaxaca 1911–12; he married but had no children.[47] Juárez's daughter Manuela married Cuban poet and separatist in May 1863.[22]
Benito Juárez also had an extramarital relationship with Andrea Campa, with whom he had a daughter Beatriz Juárez.[48] Benito Juárez officially recognized Beatriz as his own child by giving her his last name in her birth certificate. Beatriz Juárez later married Robert Savage and together, they had a son named Carlos Savage Juárez, who became a cadet in Mexico's Heroic Military Academy and participated in the famous "" or "March of Loyalty" of Mexican ex-president Francisco I. Madero. Carlos Savage Juárez's children were well known in the film industry: Carlos Savage (1919–2000) was a highly respected Mexican film editor who contributed to over 1,000 award-winning films and documentaries throughout his career.
Benito Juárez is also known to have had two other children with other women. He had fathered a son and a daughter before he married Margarita, a son, Tereso, perhaps around 1838; and Susana. Little is known about them. One of his biographers, Charles Allen Smart, citing the work of Jorge L. Tamayo, the editor of Juárez's letters, says that Juárez's natural son might be alluded to in a letter from a certain Refugio Álvarez, an officer during the French invasion. Juárez's son was taken prisoner by conservative general Tomás Mejía when the conservatives captured San Luis Potosí in December 1863. Juárez's two sons with Margarita Maza were minors at the time and the third not yet born, so the conclusion is that the letter refers to Tereso. In his research for the biography, Smart found no explicit references to Tereso.[49] Juárez's daughter Susana was mentioned by Tamayo, and Smart includes that information, but without page citations to Tamayo's publication. Susana was said to have become an invalid and a narcotics addict who was cared for by Juárez's friends Sr. Miguel Castro and his wife when Castro was governor of Oaxaca.[50] The natural children's mother died before Juárez married Margarita, when Susana was three years old. Juárez and his wife formally adopted Susana, who never married and was with her adoptive mother at her death.[51] [52] Margarita Maza de Juárez was buried in the Juárez mausoleum in Mexico City.
Juárez wrote books for his children, such as the book "Apuntes para mis Hijos" ("Notes for my Children" in English). However, this book only briefly talked about his indigenous heritage, describing his parents as "Indians of the country's primitive race."[53] His vision of Mexico was that individual indigenous Mexicans would assimilate culturally and become full citizens of Mexico, equal before the law. "Everything that Juárez and the Liberal circle stood for militated against [his] identification" as an indigenous person.[54] According to one biographer, he "has been the object of so much mythology that it is almost impossible to uncover the facts of his life."[55]
Juárez was a 33rd Scottish Rite Freemason[56] and a member of the directive of the Mexican brotherhood. He was initiated under the name of Guillermo Tell.[57] [58] [59]
Juárez's health suffered in 1870, but he recovered. His wife Margarita died in 1871 and his health began to fail in 1872. He suffered a heart attack in March 1872, the day before his birthday. He suffered another attack on July 8 and a fatal attack on 17 July.[60]
Juárez was initiated into Freemasonry in the York Rite in Oaxaca. He then moved to the National Mexican Rite, where he ascended to the highest degree, the ninth, which is equivalent to the 33rd degree of the Ancient and Accepted Scottish Rite. The York Rite was of more liberal and republican ideas with respect to the Scottish Rite that also existed in Mexico, which was of centralist political ideas. The National Mexican Rite emerged from a group of Yorkist Masons and another group of Scottish Masons whose common objective was to gain independence from foreigners and promote a nationalist mentality.[61] [62]
Juárez was fervent in Masonic practice. His name is held in veneration in many rites. Many lodges and philosophical bodies have adopted him as a sacred symbol.[63] [64] [65]
Juárez's initiation ceremony was attended by distinguished Masons, such as Manuel Crescencio Rejon, author of the Yucatán Constitution of 1840; Valentín Gómez Farías, President of Mexico; Pedro Zubieta, General Commander in the Federal District and the State of Mexico; Congressman Fernando Ortega; Congressman Tiburcio Cañas; Congressman Francisco Banuet; Congressman Agustin Buenrostro; Congressman Joaquin Navarro and Congressman Miguel Lerdo de Tejada. After the proclamation, the apprentice mason Juárez adopted the symbolic name of Guillermo Tell, 14th century Swiss folk hero.[66] [67]
Juárez died of a heart attack on 18 July 1872, aged 66. He had been ill for two days, seemingly without alarming symptoms, but he appears to have suffered an attack similar to the one in October 1870. "At daybreak on the morning of the 19th [of July] the inhabitants of this capital were startled by the roar of artillery, followed by a gun [shot] each quarter of an hour, which indicated the death of the head of the government.[68] A death mask was made and Juárez was given a state funeral. He is buried in the Panteón de San Fernando, where other Mexican notables are interred. There is an account in Ralph Roeder's 1947 lengthy biography of Juárez about his death,[69] but although the work has many direct quotations from sources, it is flawed because there are no scholarly citations.
When Juárez died, Díaz's reasons for rebellion – fraudulent elections, presidential coercion of states – no longer existed. He was succeeded by Sebastián Lerdo de Tejada, the head of the Supreme Court. Díaz was amnestied for his rebellion by Lerdo in November 1872.[47] Díaz later rebelled against Lerdo in 1876. Although Díaz was a rival of Juárez during his life, after Díaz seized power he helped shape the historical memory of Juárez.
Today, Benito Juárez is remembered as being a progressive reformer dedicated to democracy, equal rights for indigenous peoples, reduction in the power of organized religion, especially the Catholic Church, and a defense of national sovereignty. The period of his leadership is known in Mexican history as La Reforma del Norte ("reform of the north"). It constituted a liberal political and social revolution with major institutional consequences: the expropriation of church lands, the subordination of the army to civilian control, liquidation of peasant communal landholdings, the separation of church and state in public affairs, and the disenfranchisement of bishops, priests, nuns, and lay brothers, codified in the "Juárez Law", or "Ley Juárez".[70]
La Reforma represented the triumph of Mexico's liberal, federalist, anti-clerical, and pro-capitalist forces over the conservative, centrist, corporatist, and theocratic elements that sought to reconstitute a locally run version of the colonial era. It replaced a semi-feudal social system with a more market-driven one. But, following Juárez's death, the lack of adequate democratic and institutional stability soon resulted in a return to centralized autocracy and economic exploitation under the regime of Porfirio Díaz. The Porfiriato (1876–1911), in turn, collapsed at the beginning of the Mexican Revolution.
Honors in his lifetime
Place names
Mexican currency
Monuments and statuary
Benito Juárez is notable for the number of statues and monuments in his honor outside of Mexico.
Film and media
Other eponyms
Juárez Complex National Palace
In the National Palace in Mexico City, where he lived while in power, there is a small museum in his honor. It contains his furniture and personal effects.
Juárez's quote continues to be well-remembered in Mexico: "Entre los individuos, como entre las naciones, el respeto al derecho ajeno es la paz", meaning "Among individuals, as among nations, respect for the rights of others is peace". The portion of this motto in bold is inscribed on the coat of arms of Oaxaca. A portion is inscribed on the Juárez statue in Bryant Park in New York City, "Respect for the rights of others is peace." This quote summarizes Mexico's stances toward foreign affairs.
Another notable quote: "La ley ha sido siempre mi espada y mi escudo", or "The law has always been my shield and my sword", is a phrase often displayed inside court and tribunals buildings.[81]
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A Global Encyclopedia]
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