New book traces royal Achaean lineage in legal history

Ugo Stornaiolo Silva has published a new book, Achaean Disputes: Eight Centuries of Succession Conflicts for the Title of Prince of Achaea.

Here is the précis from the book jacket:

This study delves into the intricate succession landscape surrounding the medieval title of Prince of Achaea and the older associated dignity of King and Despot of Asia Minor, tracing their historical roots, and assessing its contemporary status if ever reclaimed by the Damalas family, senior direct-line heirs to the Genoese Zaccaria dynasty, last sovereign house to have used it as rulers of Achaea.

The multidisciplinary research method used incorporates the review of recent genealogical studies, analysis of historical sources and medieval accounts, like the Chronicle of Morea and the Chronicle of the Tocco, to establish the title's nature, antiquity and succession history, and the application of historical Roman, Byzantine and Frankish Greek feudal law (the Assizes of Romania, in particular) to assess the legitimacy of competing claims for the title over time, particularly within the Zaccaria family and later by the Tocco lineage, and ultimately of modern comparative nobiliary law and elements of private law to discuss its theoretical rehabilitation in favor of the Damalas descendants of the Zaccaria Princes of Achaea.

Stornaiolo, an Ecuadorean lawyer and my friend, colleague, and once student, is a true "Renaissance man." He has researched and written on economics for the Mises Institute and on society for The Libertarian Catholic. He holds two master's degrees in law, from Université d'Orléans and Catholic University of America. Stornaiolo visited my comparative law class via Zoom in 2023 to speak on the development of the Ecuadorean Constitutional Court, the subject of a previous book. He also writes poetry. This latest book draws on his expertise in law and classical studies. He lives presently in Kraków, Poland, where we reconnected in person last week.

Religious talk touches on Jewish law, legal writing

Pictured Rocks National Lakeshore
RJ Peltz-Steele CC BY-NC-SA 4.0

On Sunday, I had the privilege of delivering the message at my home church, in Barrington, R.I., regarding Psalm 121.

Anyone is welcome to watch the service. (The message starts at about 14:30.) The photo I referenced, from Pictured Rocks National Lakeshore, appears here, at left.

There is a bit to do with law. I talked about the Hebrew word shomer, which along with the related verb yishmar is used in some form six times in Psalm 121 to describe God as a watchman or guardian. The term has particular application in Jewish law, referring to the person who watches over the body of the deceased until burial, and to the person who is responsible for ensuring kosher standards in a kitchen.

Pictured Rocks is so named for images perceived
in the minerals and sediment. RJ Peltz-Steele CC BY-NC-SA 4.0

I talked also about the merism, the literary device by which a writer cites two extremes to incorporate everything in between as well, or to two contrasting parts to refer to the whole. The merism is employed repeatedly in Psalm 121, for example in referring to the same "heaven and earth" described in Genesis 1:1.

Legal doublets, usually of historical origin, can be merisms. In the sermon, I used the examples of "cease and desist" and "aiding and abetting." But on further reflection, I don't think they're great examples, because the words are not so clearly contrasting. A better example would be "last will and testament," because the term once referred to two discrete documents, disposing of real and personal property, respectively. The merism thus signals that the instant document represents the whole of the testator's intentions.

Legal writers often are admonished to trim duplicative doublets, especially when the words are mere synonyms, lest they be misconstrued as narrowing specifics. But the imperative of clear and succinct writing sometimes should give way to the value in a term of art, which incorporates an established meaning, and in a true merism, which conveys the meaning of expansive entirety.

UPDATE, Oct. 26, 2024: Message now available on YouTube.

New book examines 'rise of classical legal thought' through experience of South Asia, British Empire

Professor Chaudhry
UMass Law

Professor Faisal Chaudhry has published a book on history and the development of classical legal thought.

South Asia, the British Empire, and the Rise of Classical Legal Thought: Toward a Historical Ontology of Law (2024) is available now from Oxford University Press. Here is the publisher's description:

This book delves into the legal history of colonial governance in South Asia, spanning the period from 1757 to the early 20th century. It traces a notable shift in the way sovereignty, land control, and legal rectification were conceptualized, particularly after 1858. During the early phase of the rule of the East India Company, the focus was on 'the laws' that influenced the administration of justice rather than 'the law' as a comprehensive normative system. The Company's perspective emphasized absolute property rights, particularly concerning land rent, rather than physical control over land. This viewpoint was expressed through the obligation of revenue payment, with property existing somewhat outside the realm of law. This early colonial South Asian legal framework differed significantly from the Anglo-common law tradition, which had already developed a unified and physical concept of property rights as a distinct legal form by the late 18th century. It was only after the transfer of authority from the Company to the British Crown, along with other shifts in the imperial political economy, that the conditions were ripe for 'the law' to emerge as an autonomous and fundamental institutional concept. One of the contributing factors to this transformation was the emergence of classical legal thought. Under Crown rule, two distinct forms of discourse contributed to reshaping the legal ontology around the globalized notion of 'the law' as an independent concept. The book, adopting a historical approach to jurisprudence, categorizes these forms as doctrinal discourse, which could articulate propositions of the law with practical and administrative qualities, and ordinary language discourse, which conveyed ideas about the law, including in the public domain.

Professor Chaudhry is a valued colleague of mine. I admire his critical and historical approach to first-year property, with which he complements my social and economic emphases in teaching torts.

1901: Disgruntled laborer shoots, kills President

Assassination of President McKinley by T. Dart Walker, c. 1905
Library of Congress

In Buffalo, New York, this week, I felt obliged by recent events to seek out the place where Leon Czolgosz fatally shot President William McKinley in 1901.

Contemplating Thomas Crooks's still unknown motive for shooting President Donald Trump in Pennsylvania on July 13, I thought about something Bill O'Reilly told Jon Stewart on The Daily Show last week: that every U.S. presidential assassin has been mentally ill.

I wasn't sure about that. After some looking into it, I suppose the accuracy of the assertion depends on what one means by mentally ill.

One could argue that anyone with ambiguous motive to murder a President is mentally unwell. Indeed, an "insanity" argument was made in the criminal defense of Czolgosz for the 1901 shooting of McKinley. The defense hardly slowed the conviction. Inside of two months from the shooting, Czolgosz was executed.

Site of President McKinley assassination, Buffalo, N.Y., 2024
RJ Peltz-Steele CC BY-NC-SA 4.0

So in informal terms, O'Reilly probably is right. In clinical terms, we don't have enough data to be sure of the mental state or diagnosis of past assassins. Experts have disagreed about Czolgosz. Then there's the legal concept of "insanity," having to do with capacity to differentiate right from wrong. Czolgosz knew what he was doing; I don't think O'Reilly meant to say otherwise.

Czolgosz was attracted to radical socialism and then anarchism because he lost his job in an economic crash when he was 20—the same age as Crooks when his life ended. Czolgosz couldn't find consistent work amid the labor turmoil of the ensuing depression in the 1890s. Born into a Polish-immigrant family, he became convinced that the American economic system was rigged to favor the establishment over the working class. Hm.

Czolgosz learned that socialists and anarchists in Europe were struggling with similarly entrenched economic inequality as royals endeavored to maintain their traditional grip on social order. European anarchists had resorted to assassination as a means to express their displeasure and spark reform. However, bolstering O'Reilly's theory on Czolgosz's mental state, even American socialists and anarchists raised, no metaphorical pun intended, red flags over Czolgosz.

Pan-American Exposition, by Oscar A. Simon & Bro., 1901
Library of Congress

In his second term as President, McKinley was in Buffalo for the Pan-American Exposition, a kind of world's fair. He was riding a wave of national optimism upon consolidation of American power in the hemisphere. It was in McKinley's first term that the United States seized Puerto Rico, Guam, and the Philippines from Spain after substantially prevailing in the Spanish-American War. 

McKinley was keen to attend the exposition, because he saw political promise in associating himself with American prosperity and invention. The 342-acre exposition featured the latest engines, the hydroelectric power of nearby Niagara Falls, and an "Electric Tower" framed by the newly proliferating magic of light bulbs. 

No doubt McKinley's exposition strategy galled Czolgosz. In a morbid irony, when Czolgosz was executed in October 1901, it was by electric chair.

Reenactment in Porter's Execution of Czolgosz (1901).
Library of Congress

Like President Trump, McKinley liked being up close and in person with his public, despite the exposure to risk. McKinley's security staff, of course, knew of the anarchist assassinations in Europe and the organization of anarchism in the United States. McKinley's top adviser twice canceled the appearance of the President at the exposition's Temple of Music, for fear he could not be protected there. McKinley overruled the cancellations. That's where he was shot.

Like Crooks, Czolgosz intended to shoot the President while he was giving a speech, the day before the Temple of Music event. But the crowd at the speech was too dense, and Czolgosz didn't think he could make the shot. So instead, he approached the President in a receiving line at the Temple of Music and shot him at close range. Czolgosz's first shot only grazed the President. The second struck McKinley in the abdomen and resulted in death two days later.

Fordham Drive, Buffalo, N.Y., 2024
RJ Peltz-Steele CC BY-NC-SA 4.0

Like Crooks, Czolgosz was recognized as a potential threat. But security blunders—for example, he should not have been permitted in the receiving line with the closed and covered hand that concealed a gun—let him reach the President. After the shooting, he was tackled by a heroic but later undersung African-American man standing nearby, then pummeled by security staff. Czolgosz might have been killed right then, but McKinley himself called off the beating.

Many Americans no doubt saw the assassination of McKinley as signaling a tragic inevitability of the times. President Lincoln had been assassinated in 1865, and President Garfield in 1881. Director Edwin S. Porter made a creepy, one-minute silent film for the Thomas Edison company in 1901 about the assassinations; The Martyred Presidents is available online at the Library of Congress. Present in Buffalo to film the exposition and yet early in his prolific career, Porter also made a four-minute film featuring a reenactment of Czolgosz's execution.

President Roosevelt at the Wilcox House, 2024.
RJ Peltz-Steele CC BY-NC-SA 4.0

Another assassination attempt did follow, injuring President Theodore Roosevelt in 1912. Roosevelt had been inaugurated in Buffalo in succession of McKinley in 1901. The location of the hasty inauguration, the then-private Ansley Wilcox House, is now a National Historic Site in Buffalo; I stopped by there, too.

Me'n'T.R. meet inside the Wilcox House.
RJ Peltz-Steele CC BY-NC-SA 4.0

Roosevelt's survival seemed to break the generational cycle, at least until the assassination of President John F. Kennedy in 1963. A more entertaining explanation for the abatement of presidential assassinations is featured in Sarah Vowell's characteristically superb book Assassination Vacation (2006): the Robert Todd Lincoln "jinx." The eldest son of President Abraham Lincoln was present at the assassinations of his father, President James Garfield, and President McKinley, but not for the attack on T.R.

The Pan-American Exposition is long gone. The land where the incident occurred became a residential development. A small plaque and garden, and a flagpole and flag in the roadway median of Fordham Drive in Buffalo mark the approximate location of the fatal shooting in 1901.

A nearby high school is named for McKinley. Buffalo, N.Y., 2024.
RJ Peltz-Steele CC BY-NC-SA 4.0

Mass. attorney board rushes to racialize, shun 'overseer,' ignores word's ancient, biblical usages

A proposal published for public comment would change the name of the Massachusetts Board of Bar Overseers to the "Board of Bar Oversight" to avoid connotations of slavery in the term "overseer."

The new name means the "BBO" will keep its popular initialism. The BBO was formed in 1974, so the "overseer" usage originated independently of the negative connotation. It seems what's changed in the last half century is sensitivity to language, for better and for worse.

Frederick Douglass
and grandson Joseph Douglass, 1894
Smithsonian NMAAHC

The BBO stated its reasoning:

The word "overseer" has a pernicious history in our country, tied inextricably to chattel slavery. On southern plantations, an overseer was the slaveowner's delegate in day-to-day governance, trusted to enforce order and obedience. Overseers were the most visible representatives of white supremacy. As defined in the Online Etymology Dictionary, an overseer was "one who has charge, under the owner or manager, of the work done on a plantation." In autobiographies by slaves such as Frederick Douglas [sic] and Solomon Northup ("Twelve Years a Slave"), overseers were described as heartless, brutal and cruel. They were an inevitable and indispensable product of an economy built on human chattel. As noted by University of Louisville president Neeli Bendapudi, "The term overseer is a racialized term. It hearkens back to American slavery and reminds us of the brutality of the conditions and treatment of black people during this time." We agree with this statement.

I don't. To "racialize" is "to give a racial character to: to categorize, marginalize, or regard according to race." I agree that Bendapudi racialized the term. The BBO did not, before now. But therein lies the power of a passive structure, "is ... racialized," allowing one to accuse without responsibility to prove.

The BBO moreover is almost irresponsibly selective in its sourcing. First, the Online Etymology Dictionary is a project of a Pennsylvania writer, Douglas Harper. It's good and interesting to read; I'm not meaning to denigrate Harper's labor of love. But I'm not sure any one person's internet project should be anyone else's first stop for denotation, especially in a legal context. The BBO's sourcing is on par at best with high-school-term-paper standards.

Second, "one who has charge ... of the work done on a plantation" is not exactly what the Online Etymology Dictionary says. Rather, here's the entry in full:

late 14c., "supervisor, superintendent, one who looks over," agent noun from oversee (v.). Specifically, "one who superintends workmen;" especially with reference to slavery, "one who has charge, under the owner or manager, of the work done on a plantation."

So it's not true, even in the source referenced, that "overseer" on its face is defined as, or means, a plantation supervisor. The meaning arises in the especial context of slavery.

Maybe I'm a little sensitive to the whole thing because I once served as an "overseer" in my church. The BBO doesn't mention that the word has any meaning outside of slavery, much less that it has ancient and Biblical origins.

Episkopos (ἐπίσκοπος) in Ancient Greek translates literally as onlooker, or overseer, and that's the word used in the Iliad, the Odyssey, and the Bible. Epi (ἐπί) is a preposition meaning on or upon, and skopos (σκοπός) means to watch or look intently. Skopos is used variously (and in the Iliad) to refer to a lookout, a guardian, or a spy or scout.

In Ancient Greece, an episkopos referred specifically to a kind of imperial agent sent by Athens to distant municipalities to make sure they paid their taxes (Balcer 1977). (An interesting point of historical-comparative legal studies is that having a highly functional tax system is a common feature of successful ancient civilizations, from the Greeks to the Aztecs.) 

In the Iliad (22:255), A.T. Murray translation, Homer refers to the gods as witness to an agreement, using episkopoi (ἐπίσκοποι), the plural, to refer back to the gods. Murray beefed up the translation to say "witnesses and guardians of our covenant," thus articulating the added connotation of safeguarding.

In the Odyssey, also the Murray translation, below, Homer used episkopos more abstractly to indicate a role of authority:

τὸν δ᾽ αὖτ᾽ Εὐρύαλος ἀπαμείβετο νείκεσέ τ᾽ ἄντην:
‘οὐ γάρ σ᾽ οὐδέ, ξεῖνε, δαήμονι φωτὶ ἐίσκω
160ἄθλων, οἷά τε πολλὰ μετ᾽ ἀνθρώποισι πέλονται,
ἀλλὰ τῷ, ὅς θ᾽ ἅμα νηὶ πολυκλήιδι θαμίζων,
ἀρχὸς ναυτάων οἵ τε πρηκτῆρες ἔασιν,
φόρτου τε μνήμων καὶ ἐπίσκοπος ᾖσιν ὁδαίων
κερδέων θ᾽ ἁρπαλέων: οὐδ᾽ ἀθλητῆρι ἔοικας. 

Then again Euryalus made answer and taunted him to his face: "Nay verily, stranger, for I do not liken thee to a man that is skilled in contests, such as abound among men, but to one who, faring to and fro with his benched ship, is a captain of sailors who are merchantmen, one who is mindful of his freight, and has charge of a home-borne cargo, and the gains of his greed. Thou dost not look like an athlete."

In none of several English versions of this passage did I find episkopos translated directly. Poetically inclined translators such as Murray carried over the subject "captain" with either a pronoun or an implied subject. "Captain" here is "ἀρχὸς," or "chief." So it looks like Homer saw ἀρχὸς and ἐπίσκοπος as functionally equivalent in this context.

The New Testament accordingly uses episkopos several times to refer to church leaders. Indeed, "bishop" in English derives from the Greek episkopos—episcopus in Latin and obispo in Spanish.

Shepherd in 1 Peter 2:25
© Saint Mary's Press, licensed for non-commercial use

The First Epistle of Peter (2:25) (NIV) uses episkopos abstractly, as a metaphor for Jesus: "For 'you were like sheep going astray,' but now you have returned to the Shepherd and Overseer of your souls" ("ἦτε γὰρ ὡς πρόβατα πλανώμενα· ἀλλ᾽ ἐπεστράφητε νῦν ἐπὶ τὸν ποιμένα καὶ ἐπίσκοπον τῶν ψυχῶν ὑμῶν").  

Other usages are more concrete. In Acts 20:28 (NIV), Paul admonishes disciples: "Keep watch over yourselves and all the flock of which the Holy Spirit has made you overseers. Be shepherds of the church of God, which he bought with his own blood" ("προσέχετε οὖν ἑαυτοῖς καὶ παντὶ τῷ ποιμνίῳ ἐν ᾧ ὑμᾶς τὸ πνεῦμα τὸ ἅγιον ἔθετο ἐπισκόπους ποιμαίνειν τὴν ἐκκλησίαν τοῦ θεοῦ ἣν περιεποιήσατο διὰ τοῦ ἰδίου αἵματος"). Similar usages appear in Philippians 1:1, 1 Timothy 3:2, 1 Titus 1:7, and Hebrews 13:17.

The BBO needs to be called out here for shoddy work (really, misspelling Frederick Douglass?) and results-oriented reasoning. The board is myopically intent on sacrificing a word on the pyre of cancel culture—a move indicative more of wanting to look righteous than of wanting to be righteous. I might rather, as a general rule, strive for education and enlightenment, at least as a first-order response.

Yet, as it happens, I agree with the BBO's conclusion and proposal. Despite the board's woke pandering, the risk is significant that "overseer" will import for some hearers a connotation that should be foreign to the board's role. For me, it's not about "racialization"; it's about relationship. 

When I moved to New England and started to learn the ropes of the local legal culture, I bristled at the term "Bar Overseers." To be fair to Massachusetts, I have had the same feeling in other jurisdictions about boards of attorney and judicial "discipline." 

"Overseer" and boy in Yazoo City, Miss., yarn mill, 1911.
U.S. Library of Congress

I fear that these words connote a top-down style of austere supervision, a system of the powerful and the powerless, that does not comport with a profession of mutually supportive equals (dare I say, a brethren, which is and should be gender encompassing). "Overseer" is suggestive of a dramatic power imbalance; the word was used not only in connection with slavery and plantations, but in the context of child labor in the early 20th century.

That doesn't mean that the time never comes when persistent or willful misconduct requires a firm response; the profession owes its highest duty to the public. But using terms such as "overseer" and "discipline" has the unintended consequence of encouraging officeholders to misunderstand their roles. Lawyering and judging are among jobs that endow persons with authority over others, whether through power, like policing, or through access to knowledge. Some people attracted to these jobs are prone to use, or abuse, their power for its own sake. Those same people might gravitate to a job such as "overseer" or arbiter of "discipline" for the wrong reasons.

I was more amenable to the term "overseer" in my church, because the biblical usage is, or should be, utterly alien to abuse of power. Similarly, a church speaks of spiritual "discipline" with only the affirmative connotation of accountability to God. As a church overseer, I felt the weight of guardianship in the term. Being an overseer was a stern reminder of my responsibilities to others and sometimes, too often, of my own duties and failures of spiritual discipline. Anyone truly called to church leadership is humbled by the call, not lured by empowerment.

Even so, when my board of overseers overhauled the church constitution, we changed to "elder" leadership. At the same time, we changed the governance model. We studied and prayed over many church governance models. The Bible says remarkably little about specifics, so the art of church governance becomes part spiritual endeavor and part sociological experiment. We designed a variation on governance that we believed would work well for our congregation, better, at least, than what we had in an aging constitution. 

"Elder" aligned better with our new model, which emphasizes biblical knowledge, experience, and mentorship. There's nothing technically deficient in the term "overseer" for our new model, and we were not afraid of "racialization." It was just semantics. Different Christian writers have committed to different terms, so those terms now carry connotations of the writers' observations and recommendations.

So connotation, like context, matters. And given the connotation of barbarism that even sometimes attaches to "overseer," especially in secular contexts, the BBO's modest proposal is sensible.

I simply would prefer that the proposal were backed by an evenhanded and honest analysis. Then we might be able to say, more modestly, that we are just pushing pause on "overseer": giving its deplorable connotation time to fade in our social consciousness, rather than committing a word of ancient import to the dustbin because of a modern-era abomination.

KTAL: Federal judge started in TV at fresh-faced age 14

Age 16, Morris S. Arnold wields a TV camera in 1954.
Photo owned by Judge Arnold.

Senior U.S. Circuit Court Judge Morris S. Arnold appeared on KTAL-TV this week (embed below) talking about his youthful career in television.

KTAL started broadcasting in Texarkana, Ark., Judge Arnold's home town, in 1953, as KCMC, using the call sign of its sister radio station that had broadcast since 1933. Born in 1941, a young Judge Arnold was captivated by the newly prevalent medium. At age 14, he got his first job at the station, a go-for for election returns. Four to five decades later, the once TV go-for and camera operator earned a reputation for libertarian interpretation of the First Amendment.

Though, notwithstanding three decades on the federal bench, it's "just a regular ol' tort case, like a slip and fall," in diversity or supplemental jurisdiction, that gives Judge Arnold the "most joy," he told the Arkansas Democrat-Gazette in a 2013 profile.

A polymath, Arnold—full disclosure: a cherished friend—studied engineering and classics and had an illustrious academic career before his appointment to the federal bench. With an S.J.D. from Harvard University, he served, inter alia, as professor and dean at the Indiana Maurer Law School and as a vice president and law professor at the University of Pennsylvania. President Ronald Reagan appointed Arnold to the district bench in his home jurisdiction of western Arkansas in 1985, and President George H.W. Bush appointed him to the Eighth Circuit in 1992.

Judge Arnold
Wikimedia Commons

Now on senior status, Judge Arnold still hears cases and occasionally writes opinions. But retirement from full-time service on the bench afforded him time to return to his passion for history. In the 2010s, he cleared his desk of works in progress with a series of articles for the quarterly journal of the Arkansas Historical Association. Here are his most recent five:

• Barthélémy Dit Charlot, a Colonial Arkansas Métis and Voyageur (2015);
• François Ménard, a Colonial Arkansas "Marchand" and "Habitant" (2015);
• Colonial Arkansas Women (2017);
• The Soldiers of Spain in Colonial Arkansas (2018); and
• The Quapaws and the American Revolution (2020).

The latter, a fascinating insight into the conflicted and delicate position into which the Revolution cast indigenous leaders in America—I caught up on my reading earlier this summer—was especially well received in critical circles.

Judge Arnold is the author of five books on American history in the once territory of the Louisiana Purchase, and he is a co-editor of Arkansas: A Narrative History (2d ed. 2013). The most critically acclaimed of Judge Arnold's books is the oft cited Rumble of a Distant Drum: The Quapaws and Old World Newcomers, 1673-1804 (2000), also focused on the Quapaw.

But the top Arnold book for me is The Arkansas Post of Louisiana (2017). When I visited Judge Arnold in the spring, he said he is most proud of The Arkansas Post because it was a collaboration with Gail K. Arnold, the judge's wife, who provided photographs and edited illustrations. As a veteran Arkansas hiker, I immensely enjoyed visiting the Arkansas Post National Memorial many years ago, armed with Judge Arnold's earlier writings on frontier settlement and the colonial period.

Judge Arnold's work on legal history is featured in my fall Torts class annually, as his 1979 law review article on the origins of common law is excerpted in my textbook, Tortz: A Study of American Tort Law, volume 1 (Lulu, SSRN 2023). In Accident, Mistake, and Rules of Liability in the Fourteenth-Century Law of Torts, Arnold challenged the conventional wisdom of the renowned Oliver Wendell Holmes, Jr., who had posited that modern culpability doctrine was the achievement of a gradual common law evolution dating to medieval England.

It's often struck me that Judge Arnold has earned a remarkable legacy in both author and subject indices of historical research.

Paraguay remembers Pres. Rutherford 'Baller' Hayes; still scarred by 1860s war, Paraguay nears election

RBH & I at the Museo Municipal de Villa Hayes, Paraguay.
RJ Peltz-Steele CC BY-NC-SA 4.0

UPDATE, May 10: The incumbent Colorado Party prevailed in the Paraguayan presidential election on April 30.

The tie between 19th-century U.S. President Rutherford B. Hayes and the distant South American nation of Paraguay endures there today, resonating at the heart of issues in the upcoming Paraguayan presidential election.

Presidential Ballers

Comedian Stephen Colbert joked in October 2022 about Rutherford B. Hayes, bringing to mind a President of curious and far-ranging legacy.

Former President Barack Obama had released a get-out-the-vote video in which he informed young voters who he is and boasted of "the best jump shot in White House history." "He has the best jump shot," Colbert conceded in his Late Show monolog. "But not the best dunk. That was President Rutherford B. Hayes. The 'B' stands for baller."

Colbert showed an amusingly doctored image of a bearded and head-banded Hayes dunking (video below via Internet Archive).

The Real Rud B.

In reality, the "B" was for Birchard, the maiden surname of Hayes's mother, Sophia. She raised Hayes and his sister as a single mom. Hayes's father died before Hayes was born.

An Ohioan, Hayes was a lawyer and abolitionist. He made a name for himself with vigorous and creative representation of fugitive slaves. Hayes was shot while fighting for the Union in the Civil War. His military service was lauded by President Ulysses S. Grant (whose 201st birthday is upcoming), whom Hayes succeeded in the presidency in the Compromise of 1877, resolving the contested election of 1876. Part of the compromise involved withdrawing federal forces from the South, which did no favor for people emancipated from slavery. Hayes can be credited, though, for appointing "the great dissenter" of the Reconstruction era, John Marshall Harlan, to the U.S. Supreme Court.

The flag of Departamento de Presidente Hayes, Paraguay.
RJ Peltz-Steele CC BY-NC-SA 4.0

Villa Hayes

It happened, also in October 2022, that I visited a distant legacy of President Hayes, a city and department in Paraguay named for him. Departmental capital Villa Hayes, north of Asunción on the Paraguay River, is in the Gran Chaco region. The region was at the heart of the territorial conflict in the War of the Triple Alliance. The devastating and brutal guerilla conflict, the worst of its kind in Latin American history, embroiled Paraguay in war with neighbors Argentina, Brazil, and Uruguay.

Hayes exhibit at the Museo Municipal de Villa Hayes, Paraguay.
RJ Peltz-Steele CC BY-NC-SA 4.0

After the war ended, in 1876, Argentina and Paraguay disputed their post-war border and asked U.S. President Hayes to arbitrate. Though Argentina had substantially prevailed in the war, Hayes sided with Paraguay in the border dispute and awarded the country the bulk of the Gran Chaco.

To the present day, the region speaks to the arbitrariness of war. Beautiful as it is, the dry and sparsely populated Chaco has struggled to achieve agricultural and economic productivity. Moreover, the region was never really controlled by any of the modern nations that contested it, rather by the indigenous people who knew how to survive there and still do.

There is a parallel between this tribute to Hayes in Paraguay and the monument to President Grant in Guinea-Bissau that I saw and last wrote about in 2020. President Joe Biden recently having marked the 25th anniversary of the Good Friday Agreement in Belfast, it occurs to me that in modern times, the custom has ended of sitting presidents being enlisted personally in dispute resolution abroad.

Paraguayan Presidency

Relative to neighboring Argentina and Brazil, Paraguay lags in development, a long lingering effect of the War of the Triple Alliance. The settlement of the conflict left Paraguay as a buffer between the two Latin American powers. 

Paraguayans are frustrated by the chronic corruption and bleak jobs market that now threaten the long-running rule of the incumbent Colorado Party in the presidential election upcoming at the end of April. Still, the party, in the person of candidate Santiago Peña, an economics professor, has a sound shot at retaining power. Long historical experience with dictatorship manifests as distrust of challengers. Primaries in the fall were marred by a suspicious fire at election headquarters in Asunción. 

Polling in late March in the plurality-takes-all contest showed a narrow and probably statistically insignificant lead by attorney Efraín Alegre, a center-left candidate representing a coalition of more than 20 parties determined to displace the Colorado Party. Apropos of my recent lamentation on Chinese influence in Latin America, Alegre pledges to cut Paraguay's diplomatic ties with Taiwan to smooth the way for Paraguayan soy and beef exports to China.

Rats reveal human history, sometimes set its course

RJ Peltz-Steele CC BY-NC-SA 4.0

A rat extermination program is well signed on the islands of the Azores.

As a tort lawyer, I can be a little obsessed with signs, especially warnings. So I was struck by the abundance of these signs on the islands of the Azores, specifically São Miguel, Terceira, and Pico, where I spent some time this month. The signs warn not to remove bait traps loaded with lethal rodenticide and not to litter, such as might provide food for rats.

Being a key port in the European age of discovery, the Azores are inextricably bound up with the history of human exploration and expansion. A remarkably successful species, rats are a part of that history, because they go where we go. The Azorean bat is the only native land mammal of the Azores. But people long ago brought more, including hedgehogs, rabbits, cats, and the islands' iconic cows, all besides, of course, rats.

The Azorean bat is found in dry forests. In contrast,
I am found here in the much wetter Reserva Florestal
Natural Parcial do Biscoito da Ferraria, on Terceira.
(Photo © Emma Falk, licensed exclusively.)

Unfortunately, the rats are now spreading a potentially fatal pathogen, leptospira, which threatens people and animals in the Azores. So officials have set about efforts to reduce the rat population.

There's been an abundance of research sequencing rat DNA to study the history of human exploration. For example, Gabriel, Mathias, & Searle (2014) studied rats in the Azores specifically. There are books on the history that rats and people share: Anthony Barnett's The Story of Rats (2002) and the New York City-focused Rats (2005) by New Yorker contributor Robert Sullivan. As the latter book suggests, rat research also informs contemporary urban development. Canadian "rat detective" Kaylee Byers wrote a fun first-person narrative for The Conversation (2019) on the value of "23andme" for rats.

Rats have a fan club.

The signs in the Azores reminded me in particular of a superb episode of the Throughline podcast in the spring, "Of Rats and Men," which well summarized the subject.

While Pope apologizes in Canada, U.S. reckons with legacy of federal Indian boarding schools

Children at Rehoboth Mission School, New Mexico
(from DOI report p. 39, credited: Hartog, C. (1910).
Rehoboth School [Photograph]. Indian mission sketches:
Descriptions and views of Navajo life, the Rehoboth Mission School
and the Stations Tohatchi and Zuni, 22. Gallup, N.M.: The Author.
Hathi Trust Digital Library)

The Pope's visit to Canada to ask forgiveness for the role of the Church has brought the tragedy of Indian boarding schools to light, but coverage has been thin on the U.S. legacy.

In the United States, Indian boarding schools were government policy and attempted a cultural genocide no less shamefully than the Church effort in Canada. This U.S. angle on the story hasn't been mentioned in my evening news the last few nights. But it was explicated by an Interior Department (DOI) report in May just this year and is being addressed in some media outlets (e.g., NPR).

The DOI report is just volume 1 in the ongoing investigation of the Federal Boarding School Initiative, "a comprehensive review of the troubled legacy of federal boarding school policies," launched in June 2021. A transmittal letter at the front of the report explained:

This report shows for the first time that between 1819 and 1969, the United States operated or supported 408 boarding schools across 37 states (or then-territories), including 21 schools in Alaska and 7 schools in Hawaii. This report identifies each of those schools by name and location, some of which operated across multiple sites.

This report confirms that the United States directly targeted American Indian, Alaska Native, and Native Hawaiian children in the pursuit of a policy of cultural assimilation that coincided with Indian territorial dispossession. It identifies the Federal Indian boarding schools that were used as a means for these ends, along with at least 53 burial sites for children across this system-with more site discoveries and data expected as we continue our research.

When I say "attempted cultural genocide," or "ethnocide," this isn't just me throwing around woke words. The DOI report detailed official policy dating to President Washington to "subdue[] the Indians" by assimilation, "helping the whites acquire desirable land." An 1803 memo by President Jefferson outlined a plan to relocate native Americans and push them into farming with the express aim that they would thereby fall into debt and have to cede their land. (And, I note, today still our corporate overlords are pushing all of us into asset ownership—homes, cars, cell phones—on the debt model rather than the capital model. You don't have to be native American for the strategy to make the rich richer and you poorer.)

Hundreds of thousands of children were taken from their families and sent to boarding schools often distant from their home communities. That generations of people were so traumatized explains a lot about the fragile social and economic state of reservation communities today.

In military school fashion, the children's every 24 hours in the boarding schools were regimented. Using quotes from contemporary accounts (notes and sources omitted here), the report recounted:

"The children are improved rather in their habits than in what they learn from books." For example, to teach them "obedience and cleanliness, and give[] them a better carriage," Department records detail examples of organizing Indian male children "into companies as soldiers, and the best material selected for sergeants and corporals." "They have been uniformed and drilled in many of the movements of army tactics."

The report explained the means and ends of the boarding schools with revealing perspective:

Systematic identity-alteration methodologies employed by Federal Indian boarding schools included renaming Indian children from Indian names to different English names; cutting the hair of Indian children; requiring the use of military or other standard uniforms as clothes; and discouraging or forbidding ... Indian languages, ... cultural practices, and ... religions. "When first brought in they are a hard-looking set. Their long tangled hair is shorn close, and then they are stripped of their Indian garb thoroughly washed, and clad, in civilized clothing. The metamorphosis is wonderful, and the little savage seems quite proud of his appearance."

"No Indian is spoken[:]" "There is not an Indian pupil whose tuition and maintenance is paid for by the United States Government who is permitted to study any other language than our own vernacular—the language of the greatest, most powerful, and enterprising nationalities beneath the sun."

Then there was enforcement for violating the rules, including the prohibitions on language and religious practice. Whipping was the preferred punishment for attempted runaways.

Indian boarding school rules were often enforced through punishment, including corporal punishment, such as solitary confinement, "flogging, withholding food, ... whipping[,]" and "slapping, or cuffing." At times, rule enforcement was a group experience: "for the first offense, unless a serious one, a reprimand before the school is far better than a dozen whippings, because one can teach the whole school that the offender has done something that is wrong, and they all know it and will remember it, while it is humiliating to the offender and answers better than whipping."

Conditions for even compliant children were less than optimal. Citing prior DOI investigations in 1928 and 1969, the 2022 report stated:

The Department has acknowledged "frankly and unequivocally that the provisions for the care of the Indian children in boarding schools are grossly inadequate." Rampant physical, sexual, and emotional abuse; disease; malnourishment; overcrowding; and lack of health care in Indian boarding schools are well-documented.

Moreover, the children's labor was used to operate the schools, for example, the children's clothes were made by female students as part of their vocational training.

Lest the severity of these conditions be confused with mere norms of less gentle times, we might consider that schools, even in the 19th century, rarely had their own graveyards. DOI found 53 burial sites at Indian boarding schools, at least six unmarked.

U.S. Indian boarding schools have been examined thoughtfully in media outlets: The Atlantic, National Geographic (limited free), NPR, N.Y. Times, and Time (paywall).

There are books, too, of course: Ward Churchill's well regarded Kill the Indian, Save the Man (2004); the first-person Pipestone (2010) by Adam Fortunate Eagle; and the documentary compilation Boarding School Seasons (2000) by Brenda J. Child.

There are online resource collections at The National Native American Boarding School Healing Coalition and the Library of Congress.

My favorite media treatment in this area is a 2015 Radiolab segment, rebroadcast in 2018, "Ghosts of Football Past." Follow it up with a compelling reflection by Professor Justin De Leon.

Historian explores Grant statue's African odyssey

My photo from Bolama in 2020
RJ Peltz-Steele CC BY-NC-SA 4.0

Martin H. "Jay" Joyce, author and my colleague in the exploration of historical curiosities, has authored a new article about the origins and winding story of the statue of U.S. President Ulysses S Grant on the island of Bolama in Guinea-Bissau and its two appearances on Bissauan postage stamps.

I have written about the Grant doppleganger's odyssey previously, in March 2020, when I got some of the facts wrong, and in November 2020, when I corrected and updated the record. Now Joyce has dived deep. He teases his piece thus:

In the March-April 2020 issue of Topical Time, Mr. George Ruppel recounted the story of why Portuguese Guinea (now Guinea-Bissau) issued stamps in 1946 and again in 1970, featuring Ulysses S. Grant. Grant was honored for arbitrating a dispute between Portugal and Great Britain during his presidential administration in favor of Portugal. The crux of the dispute involved territorial rights over the island of Bolama, just off West Africa’s coast.... In the mid-twentieth century, Bolama frequently appeared in the philatelic press because of the Pan-American Airways Clipper airmail routes, which used Bolama as a stopping point before proceeding across the South Atlantic....

An internet search for statues of American presidents around the world rarely includes this statue. Why not? As former ABC News radio commentator Paul Harvey would say, "Here's the rest of the story...."

The article is Ulysses S. Grant in Portuguese Guinea—the Rest of the Story, Topical Time, May-June 2022, at 60. Topical Time is the journal of the American Topical Association.

Joyce is a 1974 graduate of the United States Military Academy. He is the author of Postmarked West Point: A US Postal History of West Point and its Graduates, a winner of a Vermeil award at the 2021 Great American Stamp Show. His forthcoming work from La Posta Publications is The West Point Post Office: 1815-1981: Keeping It All in the Family—Nepotism, Paternalism and Political Patronage, ... and Dedication to the Corps.

West fails democracy, reembraces appeasement

The Eternal Love monument in Mariinsky Park in Kyiv commemorates an Italian POW and Ukrainian forced laborer who fell in love amid World War II, and then were separated by the Iron Curtain for 60 years.  The Guardian and DW have more.  I took this photo on a grand walkabout during my first visit to Kyiv in 2013. (CC BY-NC-SA 4.0.)

I've been away from blog duty for some weeks because of a busy presentation agenda this month.  But I have a list of items pending, and I look forward to returning to writing and sharing what I've learned. Meanwhile, I am distraught by events in Ukraine.  I have family from Kamianets-Podilskyi.

Ukrainian west comprises ethnic groups scarred by Soviet hostility; historian will lecture on Lemkos

Carpathian Range
(map by Ikonact CC BY-SA 4.0)

The Jagiellonian Law Society and the Kosciuszko Foundation are sponsoring a lecture on February 24 on Ukraine, Poland, and the Lemkos ethnic group.

The Beijing Olympics opened Friday, and conventional wisdom suggests that the chess game playing out in Eastern Europe will not heat up until the Olympics ends on Sunday, February 20. Nervous speculation abounds on what the following week might bring. Meanwhile, 3,000 American troops are deploying to Poland, Romania, and Germany.

February 24 thus seems an opportune time to learn something more about the complicated history of the region that is the focus of the world's attention.  The Lemkos ethnic group, at home in the Carpathian mountain range, sits at a curious crossroads.  With communities spanning Poland, Ukraine, and Slovakia, the Lemkos are an important piece of the region's multicultural story.  Oppressed by the Soviet Union, they are something of a mirror image of the intercultural wedge that Vladimir Putin is now driving to fragment Ukraine in the east.

Carpatho-Rusyns, including Lemkos at left, celebrate a cultural day in 2007.
(Photo by Silar CC BY-SA 3.0)

Professor Jan Pisuliński, a historian at the University of Rzeszów, will deliver the lecture, "Lemkos and Ukrainians," the fourth in a series on "Ethnic Minorities in Polish Lands."  Pisuliński is author of the book Special Operation "Vistula" (Akcja Specjalna 'Wisła') (2017) (Amazon), the definitive account of the forced resettlement by the Soviet Union in 1947 of 140,000 to 200,000 persons, mostly ethnic minorities including Lemkos, from the Carpathians to western Poland.  With the resettlement, the Soviets dismantled post-war guerilla resistance in the region.  On the northern edge of the Carpathians and in the southeast of Poland, Rzeszów is about 100km by highway form Ukraine's western border.

Registration for the Zoom lecture is free.  New members are always invited to join the Jagiellonian Law Society and Kosciuszko Foundation.  (I'm a member of the former.)  The Kosciuszko Foundation sponsors student scholarships and exchanges, among many other programs.

American soccer traces roots to textile mills

In the first pandemic summer, I watched and adored the limited TV series, The English Game, which depicted the birth of modern soccer, or association football, in the context of industrialization and labor organization in the 19th century.

Fall River Rovers, 1917

For Boston.com, sports writer Hayden Bird now reveals a similar heritage for U.S. soccer in the communities of once abundant mills in my current home region, eastern Rhode Island and the Massachusetts south coast.  Bird explains in the piece:

[T]he early 20th century boom in American soccer is intertwined with the textile industry. The exponential growth of mills in the late 19th century (following the decline of the whaling industry) led to large scale immigration as skilled laborers were funneled in....

Answering the call were people who already had textile experience: those from Lancashire and the valley of Clyde. These regions, as historian Roger Allaway points out, “in addition to being the heart of the English textile industry also was the area of England in which association football [soccer] had most taken root among working class people in those same years."

And because of this, "textiles brought immigration and immigration brought football."

Bird's coverage embedded this video, which YouTuber soccermavn describes as "[p]erhaps the oldest extant professional U.S. soccer footage—snippets from the 1924 U.S. Open Cup final, played on March 30, 1924" in St. Louis, where the Vesper Buick hosted the Fall River, Mass., Marksmen.  The Marksmen prevailed 4-2.

The article is Hayden Bird, American Menace: When Fall River Ruled U.S. Soccer, Boston.com (June 21, 2018).  Hat tip @voteunion (Aaron Wazlavek), J.D.  See also Dan Vaughn, The Ghosts of Fall River, Protagonist Soccer (Oct. 29, 2018).