Carlism

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Carlism was a conservative political movement in Spain, purporting to establish an alternative branch of the Bourbons in the Spanish throne.

The Origins

The dynastic issue

• 13th May 1713, Felipe V of Spain, first of the Spanish Bourbons, through an "Auto Acordado" changes the traditional order of succession to the Spanish crown, dating from the Kingdom of Castile, to a "semi-Salic" system as in France, thereby limiting inheritance rights to his male descendants, and only through the female line in absence of any male heir on any line.

• 1789, Carlos IV of Spain approves in Cortes a reversal to the Siete Partidas order of succession (Women would inherit the Crown, in absence of male siblings). The pragmatic sanction is not published due to protests from the cadet branches (Naples, Parma) who saw their rights diminished with the new regulation.

• 31th March 1830, Fernando VII, at the time without issue, and with his fourth wife pregnant, publishes the Pragmatica Sanción. The 10th of October a girl, the future Isabel II of Spain is born. After several courtly intrigues, the Pragmatica Sanción is definitively approved on 1832. Fernando's brother, Infante Carlos Maria Isidro, to the day heir presumptive, felt robbed of his rights, and left for Portugal.

The political landscape at the death of Fernando VII

Like many European countries, after the Napoleonic occupation, the Spanish political class was split between the "absolutists", supporters of the Ancien régime and the Liberals, influenced by the ideas of the French Revolution. Both parties had fought Napoleon side-by-side on the Peninsular War. Unlike most other countries, the liberal Constitution of 1812 was written by the patriotic forces.

The long war left also a long supply of experienced guerrilla fighters, and an oversized army officialdom -for the most part, staunch Liberals- The perceived success of the uprising of 1808 against Napoleon, left also a wide, if unconscious, belief in the validity of the right of rebellion, with a long lasting effect in the politics of Spain and Spanish America through the XIX century and beyond.

The reign of Fernando VII proved unable to overcome the political divide, nor to create stable institutions. The so-called "Liberal Triennium" (1820-1823), when, after a military "pronunciamiento", the Liberals reinstated the 1812 constitution, and the succeeding "Ominous Decade" (1823-1833, ten years of absolute rule of the King afterwards) left bitter memories of persecution in both parties.

While in power, both groups had divided themselves in a moderate and a radical branch. The radical branch of the absolutists (or royalists), known as the Apostólicos, looked upon the heir presumptive, Infante Carlos Maria Isidro as his natural head, as he was profoundly devout and, specially after 1820, staunch anti-liberal.

In 1827, Catalonia was shaken by the rebellion of the Agreugats/Agraviados ("the Grievous"), an ultra-absolutist movement, which, for a time, controlled great parts of the region. The Infante was for the first time then hailed as King. He denied any involvement.

The last years of the King saw a political realignment due to the troubles around his succession. In October 1832, the King formed a moderate royalist Government under Cea Bermúdez, which tried, almost successfully, to curb the Apostolic party and, through an amnesty, to gain liberal support for Isabella's right and to stay behind the Queen Maria Cristina de Borbón, her mother, and designated Regent. If only to get rid of Don Carlos, the liberals accepted the new Princess of Asturias.

Moreover, the first years of the 1830's were influenced by the failure of the French Restoration, which meant the end of Bourbonic absolutist rule in France; and the civil war in Portugal between both absolutist and liberal parties.

Social and economical factors

Beside this political evolution, the years before the war were marked with a deep economical crisis in Spain, partly spurred by the loss of the American colonies and by the bankruptcy of the state. The last triggered enhanced tax pressure which further fueled social unrest.

Certain economical measures proposed by the liberals (like the division and sale of the commons, initiated in 1821) were directly threatening to the viability of many small farms, who could rely on them to feed, at low or no cost, their mules and oxen.

One important factor was the religious question. The radical liberals (progresistas) had grown, after 1820 more and more anticlerical, with special hatred for regular orders, were suspected of being masonic shields. This policy alienated them many sections of the (mostly deeply catholic) Spanish people, for all in rural areas.

anecdotically, the only institution abolished in the "Liberal Triennium", which was not restored by Fernando VII, was the Inquisition One of the demands of the radical absolutist party was its reinstitution.

Liberals had been, while in power, quite doctrinarian, and therefore uniformists. In many sections of Spain, there were intense particularist feelings, who where thus hurt. While only a secondary element at the outbreak of the first War, this anti-uniformism, would become in time one of the more important banners of Carlism.

History of Carlism

The history of Carlism can be usefully divided into three different stages. (The dates are only approximative, thus the overlap is intentional)

• (1833-1876), where the conquest of power was tried mainly by military means
• (1868-1936), where Carlism reverted into a peaceful political movement
• (1931-) From the Spanish Civil War till now. Last bloom and decadence

Carlists at war (1833-1876)

This period in which the party tried to get to power mainly thru military means, is both the classical in terms of political history as, because of the wars -or the threat of- Carlism was at the center stage; and formative as it's the period where the cultural and sociological Carlist world, that would last for hundred years, took shape.

Historical highlights of this era are the

• First Carlist War (1833-1840)
• The Royal Marriage Affair 1845. As a mean to end the dynastic strife, Jaime Balmes started a campaign to marry Isabel II with Carlos (VI), Count of Montemolín. It came close to success, but the political issues grounded it.
• Second Carlist War (1847-1849)
• The 1860 expedition and it's aftermath. That year Carlos (VI), Count of Montemolín, tried to gain power through a pronunciamiento. He landed in San Carlos de La Rápita (Tarragona), but was quickly detained, and forced to abdicate his rights. This disaster, his behavior after his release, and the fact that the next in the line was his liberal brother, put the Carlism on the brink of extinction, only saved by the hand of his stepmother, the Princess of Beria, and
• The "Glorious Revolution" 1868. Isabel II managed to alienate almost everybody in Spain, till she was expelled that year by a progressist revolution.

At that point, Carlism, under his new head Carlos VII, became the rallying point for many political catholics and conservatives, becoming the main group of the right-wing opposition to the ensuing governments in Spain. After four years of political activity, and some hesitations, the war option was again tried in

• the Third Carlist War (1872-1876)

All three wars share a common development pattern:

• A first stage of Guerrilla activity, across all of Spain.
• A second stage, where a territorial basis is created, and regular army units are created. The 1847 war didn't get further than this.
• A third stage, where the basis in consolidated thru conventional warfare, and State structures are created. No Carlist war when further than this

It's remarkable that at the beginning of each war, no regular army unit was on the Carlist side, and that only the third was the result of a planned uprising. As no definitive battle was lost, the end of each war is due more to internal decomposition, due to financial and logistical difficulties, internal strife, war-weariness and the lack of serious foreign support.

The first war was noteworthy for being -in both sides- extremely brutal, up to the point that the international powers forced the warring parties some rules of war handling (the "Lord Elliot Agreement"). Brutality didn't disappeared latter, but giving no quarter was not uncommon.

The areas over which Carlism could establish some sort on territorial authority during the first war (Navarre, Rioja, rural Basque Country, inner Catalonia and northern Valencia region) would remain the main holdings of Carlism for all its history.

Carlist military leaders

• Tomás de Zumalacárregui
• El Cura Santa Cruz
• Cabrera

Isabelline, Alfonsine or Cristine military leaders

• Baldomero Espartero

Carlists in peace (1876-1936)

Spanish Civil War (1936-1939)

The Carlist requetés had been receiving military training during the Second Spanish Republic. However, the negotiations with the conspirating generals were tough. But by July 1936, Carlism unanimously supported the nationalist side on the Spanish Civil War. From the start there were serious troubles, between the Carlists, especially their then political head Manuel Fal Conde, and the military government. On 8 December 1936, Manuel Fal had to left temporally for Portugal, after a major clash with Franco. On 19th April 1937 their political branch was "unified" with the Falange party. Both Fal, and the regent Javier de Borbón protested this move, and, after a meeting with Francisco Franco, Don Javier is expelled from Spain on 17th May. Due to the necessities of the war, actions against the Unification didn't go much further.

Carlism after the Spanish Civil War (1937- )

From this time on, the mainstream kept an uncomfortable minority position inside the regime, more often than not at odds with the official policy, but with the ministry of Justice always given to a loyal "Carlist". This time was also marred by the problem of succession (see below) and internal strife on how to deal with Francoism. Franco recognized both the titles of nobility conceded by the Carlist pretenders and those of the Isabeline branch.

At his death, the movement was badly split, and unable to get wide public attention again. At Montejurra/Jurramendi, March 1977, two Carlos-Hugo supporters were killed by extreme right-wing gunmen, suspected to be Sixto's supporters, triggering a bitter feud inside Carlist ranks.

After the first democratic elections on 15 June, 1977, the Carlists remained extra-parliamentary, obtaining only town council seats.

As of 2002 Carlos-Hugo donated their House's archives to the Archivo Histórico Nacional.

Pretenders to the throne

Carlos (V) Maria Isidro

(Aranjuez, 29 Mar 1788 - Trieste, 10 Mar 1855). Also known as Count of Molina. Pretender from 1833 to 1845. Head of the party during the First Carlist War. Abdicated

Carlos (VI) Luis

Son of the former (Madrid, 31 Jan 1818 - Trieste, 13 Jan 1861). Also known as Count of Montemolín. Pretender from 1845 to 1860. Abdicated, following their capture by Isabeline forces, in Tortosa.

Juan (III) Carlos

Brother of the former (Aranjuez, 15 May 1822 - Brighton, 21 Nov 1887) Also known as Count of Montizon. Pretender from 1860 to 1868. Forced to abdicate due to his liberal leaning. By that time, the theory of "legitimacy of exercise" (not only by blood, but of deeds) was introduced.

In 1883, he became senior male by primogeniture of the Capet family, becoming "legitimist" claimant of the French throne.

Carlos (VII) Maria de los Dolores

Son of the former. (Laibach, 30 Mar 1848 - Varese, 18 Jul 1909) Also known as Duke of Madrid. Pretender from 1868 to 1909. Head during the Third Carlist War.

Jaime (III)

Son of the former (Vevey, 27 Jun 1870 - Paris, 9 Oct 1931) Also known as Duke of Madrid. Pretender from 1909 to 1931

Alfonso Carlos

Also known as Duke of San Jaime. Pretender from 1931 to 1936. Uncle of the former. Brother to Carlos (VII) (London 12 Sep 1849-Vienna 29 Sep 1936) Last of the male line.

Late Pretenders

After Alfonso Carlos' death, dynastic seniority -after the Salic law- fell upon Alfonso XIII, former constitutional King of Spain and then in exile at Rome, therefore, at least in theory, ending the family split. But according to the theory of legitimacy in exercise, many Carlists thought that Alfonso XIII and his heir Juan de Borbón where radically disqualified to head the "Cause".

Alfonso Carlos had named in 1936 Prince Francis Xavier of Borbón-Parma as regent, as he was the nearest Bourbon who shared the Carlist ideals. During the Second World War, Prince Xavier returned to the Belgian army, where he had served during World War I.He was demobilized and joined the French maquis. He was taken prisoner by the Nazis and sent to Natzweiler and Dachau, where the American troops liberated him in 1945. In 1952 he laid openly his claims to the Throne, which he ceded in 1975 to his eldest son Carlos-Hugo, married to princess Princess Irene of the Netherlands. After the definitive break with Franco (1965-1967), under the latter's direction, his group switched to a leftist Titoist, autogestionary socialist movement. His brother, Sixto of Borbon-Parma, has headed a far right split. in 1980, Carlos-Hugo left the political arena, but did not abdicated his rights

In 1958, a sizable group of Carlist, recognized Juan de Borbón as his Head.

From 1943 to 1953, the Archduke Carlos-Pio of Habsburg-Lorraine-Tuscany, claimed also the Head of the House.

Beside them, there were other factions, which recognized neither of the above. Some were tightly integrated in the Movimiento Nacional, some were not.

Most of this events happened under Franco's regime, which skillfully played one group against the other, and all of them against Don Juan.

Carlist ideology

Dios, Patria, Fueros, Rey

The Carlists wanted a monarchical Spain, where the king would effectively rule, without limitations beyond the doctrine of the Roman Catholic Church and the Laws and Usages of the Kingdom. This should be municipal and regional decentralized (Fueros)

Who where the Carlist supporters

The Carlists have traditionally been strong in Navarre (Estella was their capital), Basque Country and Valencia region.

Basque nationalism and Catholic integrism emanated from Carlism.

Carlist symbols

• Motto: Dios, Patria, Fueros, Rey.
• Flag: the red Saltire of Burgundy on white.
• Uniform: red beret. In Basque, they were called txapelgorri.
• Anthem: Oriamendi.

Carlism related words

• Bergara/Vergara was the place of the Abrazo de Bergara, which ended the first Carlist war.
• Brigadas de Navarra the requeté units formed in Navarre at the start of the Spanish Civil War. They saw intensive action during the War.
• detente bala ("Stop bullet!") a small patch with an image of the Sacred Heart of Jesus worn on the uniform (over the heart) by most requetés
• margaritas. Carlist women working as war nurses.
• ojalateros were courtiers saying Ojalá nos ataquen y ganemos ("Wish they would attack us and we win"), but doing nothing to achieve victory.
• Requeté The armed Carlist militias
• trágala, expression marking the desire to forcibly impose the ideas most hated by the opponents. Also a fighting song (chorus: "Swallow it, you Carlist, you who don't want a Constitution.")

Carlism and Literature

The liberal Spanish journalist Mariano José de Larra opposed Carlism and published several lampoons against it. Nadie pase sin hablar al portero (1833) presents Carlists as a bunch of bandit priests.

Karl Marx mentioned the Carlists in his articles about the Spanish revolutions. A fake quotation can be found among Spanish historians, where Marx would express a view of the Carlists as a revolutionary popular movement in defence of regional liberties.

Francisco Navarro-Villoslada was a Carlist writer that published a historic novel, Amaya o los vascos en el siglo VIII, in the fashion of Walter Scott, presenting the legendary origins of Spanish monarchy as the start of Reconquista.

Ramón María del Valle-Inclán was a member of the Spanish Generation of 1898. He wrote novels about Carlism.

The Spanish philosopher Miguel de Unamuno suffered as a child the siege of Bilbao during the Third Carlist War. Later he wrote a novel Paz en la guerra about that time. In 1895 he wrote to Joaquín Costa about his plans for an essay on the "intrahistoric" element of rural socialism within the Carlist masses.

On line references

• Carlist PartyOfficial Page the socialist wing
• Comunión Tradicionalista CarlistaOfficial Page of the Traditionalist wing
• Comunión TradicionalistaOfficial page of Sixto de Borbon-Parma's group
• Borbon Parma family
  • Books of history and ideology about Carlism:A bibliography from the left point of view
• Carlist bibliography:With a traditionalist point of view

Basic Bibliography

ca:Carlisme es:Carlismo fr:Carlisme nl:Carlisme pl:Karlizm