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The Rizal Bill became the Republic Act no. 1425, Why Study Rizal?
known as the ―Rizal Law‖. The fullname of the law is ―An Act
In our present day, the challenge for students is to
to Include in the Curricula of All Public and Private Achools,
understand the purpose of studying Rizal. Scholars and
Colleges and Universities Courses on the Life, Works and
academicians are one in saying that a mandated course on
Writings of Jose Rizal, Particularly His Novels Noli Me
Rizal is as helpful as any other course that teaches value that a
Tangere and El Filibusterismo, Authorizing the Printing and
student may carry for the rest of his or her life.
Distribution Thereof, and for Other Purposes.‖
Studying Rizal in the 21st century helps students
Whereas, today, more than any other period of our
make sense of the present by looking back at the past. For
history, there is a need for a re-dedication to the ideals of
instance, Rizal‘s illustration pf 19th century Philippines in his
freedom and nationalism for which our heroes lived and
works and may aid today‘s generation in recognizing the ills
died;
of present say Philippines.
Whereas, it is meet that in honouring them, particularly
the national hero and patriot, Jose Rizal, we remember With students exposed to many foreign influences,
with special fondness and devotion their lives and works studying Rizal may remind and urge them to understand the
that have shaped the national character; real essence of being a Filipino. Significant historical figure lie
Whereas, the life , works, and writings of Jose Rizal, Rizal help the younger generation navigate Philippine history
particularly his novels Noli me Tangere and El and understand why being aware of social issues are important
filibusterismo, are a constant and inspiring source of in the formation of one‘s national identity.
patriotism with which the minds of the youth, especially
during their formative and decisive years in school, The practicality of studying Rizal in this day and age
should be suffused; is seen in how‘s Rizal‘s experience s and ideologies are
Whereas, all educational institutions are under the instrumental in grasping the current context of Philippine
supervision of, and subject to regulation by the State, and Society. The mandated course on Rizal aids in developing the
all schools are enjoined to develop moral character, critical thinking skills of students. The different challenge and
personal discipline, civic conscience and to teach the dilemma‘s that Rizal faced in his life teaches them to be aware
duties of citizenship; Now, therefore, of and not apathetic to the issues happening around them.
mestizo and creole families, instilling in its place American.
Thanks to the spread of public education under Washington‘s
And finally, Rizal, then and now, is a worthy role auspices, American ended up (slightly) more widely
model ans constant inspiration to all Filipinos. In every aspect understood than any of the Philippine‘s ingenious vernaculars.
of his being, Rizal is worthy emulate especially in the ideals One result of these developments was that by 1950s, Rizal‘s
he held as a nationalist. He was not only intelligent, he was two novels had become inaccessible in their original form.
also humane, creative, and innovative. As an inspiration to the English translation did exist, but these had been composed,
Philippine nation. Rizal will always be valuable subject inside some by even foreigners, in the colonial era.
and outside the classroom in understanding how the Philippine
nation came to be. (by Clemente and Cruz, The life and Works (Anderson, Benedict. 2001. Hard to Imagine. In Spectre of
of Jose Rizal,2019 comparisons: Nationalism, Southeast Asia, and the world,
235-47 only. Quezon City: Ateneo de Manila University
The Rizal Law and Philippine Literature Press.)
What is literature? What is the function of literature?
What is its relation to society? Does society require literature?
There are a number of such questions that hit human mind. It
is through such question and answer method that the author
aims at cinematographing a few aspects of literature and
society. We all know that literature mirrors society. What
happens in a society is reflected in literary works in one form
or another. The literal meaning of literature is the art of written
work in different forms, such as, poetry, plays, stories, prose,
fiction etc. It may also consist of texts based on information as
well as imagination. A society is a group of people related
to each other through their continuous and uninterrupted
relations. It is also a group of likeminded people largely
governed by their own norms and values. Human society, it is
observed, is characterized by the patterns of relationship
between individuals who share cultures, traditions, beliefs and
values etc. If one looks at the history of society, one will find
that the nature of different societies has gone through changes
from the Palaeolithic period to the present age of Information
Technology. The people‘s living style, faiths, beliefs, cultures
etc. have never remained uniformly consistent. With the
passage of time, owing to changes taking place in environment
and with emergence of new technologies, we observe that the
societies have not remained stubborn with regards to their
norms and values, the reflections of which can be found in
different forms of literature.
Rizal and Theory of Nationalism For their explicit portrayal of what the locals really
wished for their country, the books were instrumental in
Nationalism is best understood by first looking into forming the Filipinos (Indios) sense of national identity but
the term nation. Benedict Anderson, a prominent historian and significantly, the novels influenced the revolution led by the
political scientist who explored the origins of nationalism, Katipunan as they inspired Andres Bonifacio and the other
defined the nation as a fabrication, a bond between people revolutionaries in their cause.
who did actually exist prior to its own recognition. For him,
the nation ― is an imagined community- and imagined as both Rizal was arrested, exiled to Dapitan, and ultimately
inherently limited and sovereign‖ (2006). Anderson argues executed in 1896 based principally on his writings. In 1956,
that the nation is imagined as a community because regardless the Spanish Congress passed the Rizal Law (Republic Act
of the actual inequalities that prevail, the nation is always 1425) requiring all levels of the Philippine schools to teach as
conceived as deep, horizontal comradeship. It is imagined part of the curriculum the hero‘s two novels.
because it exists in the figment of the people‘s collective
imagination. According to Anderson, nation-ness is a cultural Originally written in Spanish, the Noli and the Fili
artefact that is felt as having existed since time immemorial had been translated into various languages like Filipino,
but is objectively modern as it first emerged toward the end of English, German, French, Chinese, and some other Philippine
18th century. languages. In 2007, an English version of the Noi Me Tangere
was released to major Australian bookstores. It was published
Following this conceptualization by Anderson, the by Penguin Books Classics as part of the publication‘s
Philippine nation is a imagined community because one who commitment to publish the major literary classic of the world.(
identifies himself or herself as a Filipino will never meet all Life and works of Rizal Biography, Writings, and Legacies of
the other Filipino will never meet all the other Filipinos our Bayani, Manebog et.al 2018 p.126)
around the world, yet he or she is convinced that they exist
and he or she is related to them. Anderson also present the The Economic Context
concept of homogenous empty time, borrowed from the ideas
of Walter Benjamin, Which replaced the idea of simultaneity-
At least four historical elements basically compose the
along-time which referred to the medieval conception of time
economic context of the era in which Jose Rizal was born: (a)
as situating events in the past, present, and future
at the end of the Galleon Trade, (b) the opening of the Suez
simultaneously. Homogenous empty time suggest that a nation
Canal, (c) the rise of export of crops economy, and (d) the
can be imagined as a unit, moving through time. Rizal‘s works established monopolies in the Philippines.
and Nationalism- Anderson points out that Rizal Noli Me
tangere conjured an imagined community as if the readers and
the author were familiar to and intimate with each other, with END OF GALEON TRADE
the characters and readers being situated in the same context
of time and space. The novel provided the means of Our locals were already trading with China, Japan,
representing the nation as an imagined community that Siam (now Thailand), India, Cambodia, Borneo, and the
operated on empty time enabling the reader to be omniscient Moluccas (Spice Islands) when the Spanish colonizers came to
to see a delimited society and the actuations of key people in the Philippines. In 1565, the Spanish government closed the
it. ports of Manila to all countries except Mexico, thereby giving
birth to Manila-Acapulco Trade popularly known as the
Noli Me Tangere and El filibusterismo emerged as ―Galleon Trade‖
the founding texts of Philippine Nationalism. These novels
exposed the ills of Spanish colonial government and the evils The Galleon Trade (1565-1815) was a ship (―galleon‖)
prevailing in the Philippine society by presenting a narrative trade going back and forth between Manila (which actually
that contextualizes the country in terms of politics, economy, landed first in Cebu) and Acapulco, Mexico. It started when
and culture. Andres de Urdaneta, in convoy under Miguel Lopez de
Legazpi, discovered a return route from Cebu to Mexico in
Rizal was able to go against the colonizers and show 1965. The trade served as central income-generating business
how literature can be used to arouse people to be catalysts of for Spanish colonist in the Philippines.
social change. In both his novels, Rizal was able to portray the
Filipino in different dimensions, from those who had colonial Through this trans-Pacific trade, the mango de Manila,
mentality, to those who willingly fought for the country at all tamarind and rice, the carabao (known in Mexico by 1737),
costs. (The Life and Works of Rizal, Clemente and Cruz 2019, the cockfighting, Chinese tea and textiles, fireworks display,
P.19-20) tuba (coconut wine) making went to Mexico. The return
voyage, on the other hand, brought numerous and valuable
The Novel‘s Legacy -For fearlessly depicting the fauna into the Philippines, including guava, avocado and
corruptions and abuses by the Spaniards clergy and the papaya, pineapple, horses, and cattle (―Galleon Trade,‖ n.d.).
colonial government during the Spanish in the Philippines, the Other consequences of this 250-year trade were the
two novels are historically very significant. Basically a social intercultural exchanges between Asia (especially Philippines),
sketch of the country then, the Noli and Fili reveal the true Spanish America and onward to Europe and Africa.
setting and condition of the Filipino society in the era.
Because of the galleon trade, Manila became a trading
As essential sources of sociological and hub where China, India, Japan, and Southeast Asian countries
anthropological studies, the books provide rich insights into sent their goods to be consolidated for shipping. Those who
the culture of the 19th and 20th century Philippines. Their ran the hub and did most of the work were primarily Chinese.
realistic depictions expose a conflicted colonial society They arrived in the Philippines in junky yearly, bringing goods
seriously split between the oppressors and the suffering local and workforce. With the huge migration of Chinese because of
slaves. The novel‘s characters mimic the various elements and the galleon trade, the Spaniards feared them and taxed them,
types of individuals in the society. Furthermore, they show sent them out of the Parian and eventually, when tension rose,
massacred some of them. ―Such massacres were at their height while imported goods of the European factory industry found
in the 17th century from suspicion, unease, and fear, until the their way into many parts of the Philippines. The various
Spaniards and the Chinese learned to live with each other in economic activities in the new export-crop economy in the
the few centuries‖ (Ongpin, n.d.). country provided many opportunities for the expanding
Chinese population. Formerly concentrated in Manila, many
The Manila Galleon Trade allowed modern, liberal Chinese moved to province that produced export crops: the
ideas to enter the Philippines, eventually and gradually hemp producing areas southeastern Luzon and the eastern
inspiring the movement for independence from Spain. On Visayas, the sugar area of western Visayas, and the tobacco
September 14, 1815, the Galleon Trade ended with Mexico‘s provinces of the northeastern Luzon.
war of independence.
The development of the export crop industry in the
Previously, the Philippines was governed by Spain Philippines was motivated by the commercial undertakings of
from Mexico. The Spanish Crown took direct control of the North European and North American merchants, who
Philippines and administered it directly from Madrid. The provided capital, organization, and access to foreign markets
opening of the Suez Canal and the invention of stem ships, and sources of imports. But since they based their operations
which lessened the travel time from Spain to the country to 40 in port cities, especially Manila, they needed agents who could
days, made this move convenient. distribute imports in the interior and buy up goods for the
export. This role was assumed primarily by Chinese.
OPENING OF SUEZ CANAL
MONOPOLIES
An artificial sea-level waterway in Egypt, the Suez
Canal connects the Mediterranean Sea to the Red Sea through Another main source of wealth during the post-galleon
the Isthmus of Suez. Constructed by Suez Canal Company trade era was monopoly contracting. After 1950, government
between 1859 and 1869 under the leadership of French monopoly contracts for the collection of different revenues
diplomat Ferdinand de Lesseps, it was officially opened on were opened to foreigners for the first time. The Chinese
November 17, 1869. instantly took advantage of this commercial opportunity and
thus, for the rest of the 19th century, enjoyed a pre-eminent
With the opening of the canal, the distance of travel position in monopoly contracting in the Philippines.
between Europe and the Philippines was considerably
abbreviated and thus virtually brought the country closer to The opium monopoly was especially a profitable one.
Spain. Before the opening of the canal, a steamer from During the 1840‘s, the Spanish government had legalized the
Barcelona had to sail around the Cape of Good Hope to reach use of opium (provided that it was limited to Chinese) and a
Manila after a menacing journey of more than three months. government monopoly of opium importation sales was
With the Suez Canal, the voyage was lessened to only 32 to 40 created. The majority of contracts in the monopoly were held
days. by the Chinese.
It‘s the opening of the Suez Canal became a huge But even before 1850, monopolies on some products
advantage in commercial enterprises especially between had been established, which were basically controlled by the
Europe and East Asia. More importantly, it served as a colonial government. There were monopolies of special crops
significant factor that enabled the growth of nationalistic and items, such as spirituous liquors (1712-1864), betel nut
desires of Jose Rizal and other Filipino ilustrados. (1764), tobacco (1782-1882), and explosives (1805-1864).
Among these monopoly systems, the most controversial and
oppressive to locals was perhaps the tobacco monopoly.
The Suez Canal expedited the importation not only of
commercial products but also books, magazines, and
newspapers with liberal ideas from America and Europe, On March 1, 1972, Governor General Jose Basco
which ultimately affected the minds of Rizal and other placed the Philippine tobacco industry under government
Filipino Reformists. The political views of Western liberal control, thereby establishing the tobacco monopoly. It aimed
thinkers entered the Philippines. Furthermore, the reduced to increase government revenue since the annual subsidy
route stimulated more and more Spaniards and Europeans with coming from Mexico was no longer sufficient to maintain the
liberal ideas to come to the country and interact with local colony. An order was thus issued for the widespread
reformists. cultivation of tobacco in the province of Cagayan Valley,
Ilocos Norte, Ilocos Sur, La Union, Isabela, Abra, Nueva
Ecija, and Marinduque.
The availability of the Suez Canal has also encouraged
the ilustrados, especially Jose Rizal, to pursue education
abroad and learn scientific and liberal in European academic These provinces planted nothing but tobacco and sold
institutions. Their social dealings with the liberals in the West their produce only to the government at a pre-designated price,
have influenced their thoughts on nationhood, politics, and leaving little or no profit for the local farmers. The system set
government. the required number of tobacco plants that must be sold to
them by each family. Nobody was allowed to keep even a few
tobacco leaves for personal use, thereby forcing the local
RISE OF THE EXPORT OF CROP ECONOMY
farmers to buy the tobacco they themselves planted from the
government. Fines and/or physical punishments were
During the Galleon Trade, most of the Spaniards in the sanctioned to anyone who would transgress any of the decrees
Philippines were engrossed in maritime trading undertakings under the system.
between Manila and Mexico. The exploitation of the
Philippines‘ natural resources and the progress of an export
The colonial government exported the tobacco to other
crop economy were phenomena of the nineteenth century, not
countries and to the cigarette factories in Manila. The tobacco
of Spanish rules early period.
monopoly positively raised revenues for the government and
made Philippine tobacco prominent all over Asia and some
Some years after the end of the Galleon Trade, parts in Europe. Negatively though, the monopoly brought
between 1820 and 1870, the Philippines was well on its way of about food shortages since the planting of basic crops like rice
developing an export crop economy. Products such as sugar, was somewhat neglected and abandoned.
Manila hemp, and coffee were produced of foreign markets
The tobacco monopoly was finally abolished in 1882. limited their accommodations to the sons of wealthy Indio
(Some references state that tobacco monopoly in the family.
Philippines was from 1781 to 1881, not 1782 to 1882,
although most authors agree that it lasted for exactly 100 Nonetheless, as a result of the growing number of
years.) A century of hardship and social injustice caused by educated natives, a new social class in the country emerged,
tobacco monopoly prompted Filipinos in general and Novo which came to be known as the Ilustrados. But despite their
Ecijanos in particular, to seek freedom from colonial bondage wealth and education, the Ilustrados were still deemed by the
Spaniards as inferior. One of the aims of the Ilustrados was to
SOCIAL BACKGROUND be in the same level with the proud Spaniards.
Concerning the social picture of the 19th century With the opening of the Suez Canal, which made the
Philippines, at least three topics are needed to be discussed: (a) travel to Europe faster, easier, and more affordable, many
education, (b) the rise of Chinese Mestizo, and (c) the rise of locals took advantage of the chance to pursue higher and better
inquilinos. education in that continent, typically in Madrid and Barcelona.
There, nationalism and the thirst for reformed bloomed in the
EDUCATION IN THE 19TH CENTURY liberal atmosphere. The new enlightened class in the
Philippine society would later lead the Philippine
With the coming of the Spanish colonizers, the independence movement, using the Spanish language as their
European system of education was somewhat introduced to the key means of communication. Out of this talented group of
students from the Philippine arose what came to be known as
archipelago. Schools were established and run by Catholic
Propaganda Movement. The most prominent of the Ilustrados
missionaries.
was Jose Rizal, who inspired the craving for freedom and
independence with his novels written in Spanish.
Aiming to convert the natives to Catholic faith and
make them obedient, the colonial government and the Catholic
Church made religion a compulsory subject at all levels. THE RISE OF THE INQUILINOS
During the Napoleonic occupation of Spain, liberal One unique feature of Rizal, nonetheless, is that he did
constitution was promulgated in Cadiz in March 1812. Drafted not only know the valuable information about his society but
by elected representatives, the Cadiz Constitution was put in also had a quality of mind that helped him use the information
practice in almost all the areas of the Hispanic Monarchy still in a way that he could think about what was going on in the
under control of the Spanish crown. world and of what might be happening within himself.
Sociologists call this quality of mind the ―sociological
This milestone constitution had an impact on many imagination.‖
other European constitutions, as well as the American states
after independence. The Cadiz Constitution was the first Having this sociological imagination, people can view
constitution in Europe to deal with national sovereignty, their inner life and career in terms of larger historical forces.
recognizing sovereignty as coming from the people and not Those who possess this quality of mind can understand their
from the king. Unlike the French constitution, which applied own experiences by locating themselves in history; they can
to all French-speaking citizen of France, this Spanish recognize the response available to them by becoming aware
Constitution of 1812 had a universal character as it included of all of the individuals who share the same situation as
everyone from overseas, like the Italian kingdoms and even themselves.
the Philippines.
People who cannot locate their lives in history are
During the occupation of almost all of the Iberian unlikely to know how to respond effectively to a world in
peninsula by the French army in that fateful year, a group of which the lives of people around the globe are interconnected
around 300 deputies from Spain, Spanish America, and the and which one society‘s problems are part of larger global
Philippines promulgated a liberal constitution in the problems. On the other hand, those who have the sociological
Mediterranean part of Cadiz. This became possible especially imagination can grasp history in the context of realities they
because the city was protected by the British Navy. face and the connections between the two. As will discussed in
this book, Rizal had this quality---he knew his place in the
The first delegates from the Philippines were Pedro greater scheme of things, he understood the societal forces
Perez de Tagle and Jose Manuel Coretto who took their oath shaping his life, and thus able to respond in ways that
of office in Madrid. The Cadiz Constitution, which was benefited others.
formally implemented in Manila soon after, established the
principles of universal male suffrage, national sovereignty,
constitutional monarchy, and freedom of the press, and
advocated land reform and free enterprises. Dealing with the
policies on Spain colonies including the Philippines, the
constitution issued a decree ―granting all its colonies
representation as provinces in Spanish cortes through deputies
chosen by the various capital cities‖ (Pedrosa, n.d.). Under the
Cadiz Constitution:
The Rise of Chinese Mestizo Fourth, the Chinese mestizos in the Philippines
possessed a unique combination of cultural characteristics.
At the beginning of the 19th century, economic and Lovers of ostentation, ardent devotees of Spanish Catholicism
political changes in Europe were finally starting to affect – they seemed almost more Spanish than the Spanish, more
Spain and, consequently the Philippines. Significant as an Catholic than the Catholics. Yet with those characteristics they
impetus to broader trade was the gradual abolition of the combined a financial acumen that seemed out of place.
monopoly enjoyed by the Manila-Acapulco Galleon. Upon the Rejecters of their Chinese heritage, they were not completely
elimination of the galleon trade, Manila became open to at home with their indio heritage. The nearest approximation
foreign merchants almost without restriction by the mid- to them was the urbanized, heavily-hispanized indio. Only
1830s. The demand for Philippine sugar and abaca (hemp) when hispanization had reached a high level in the nineteenth
grew swiftly, and the amount of exports to European countries century urban areas could the mestizo find a basis of rapport
increased even more after the opening of the Suez Canal in with the indio. Thus, during the late nineteenth century,
1869. because of cultural, economic, and social changes, the
mestizos increasingly identified themselves with the indios. in
a new kind of ―Filipino‖ cultural and national consensus.
The development of commercial agriculture in the
archipelago resulted in the presence of a new class. Alongside
the landholdings of the church and the rice estates of the pre- Those are my conclusions. Here are some hypotheses, which I
Spanish nobility, there emerged haciendas of sugar, coffee, hope will stimulate further study:
and hemp, typically owned by enterprising Chinese-Filipino
mestizos. In fact, some of the families which attained 1. That today's Filipino elite is made up mostly of the
reputation in the 19th century have continued to play a role in descendants of indios and mestizos who rose to
the country‘s economics and politics. prominence on the basis of commercial agriculture in the
lattetf part of the Spanish period. That in some respects
In a larger perspective, the fast rhythm of economic the latter part of the Spanish period was a time of greater
progress in the Philippines during the 19th century expedited social change, in terms of the formation of contemporary
by some mentioned factors resulted in the rise of a new breed Philippine society, than the period since 1898 has been.
of rich and influential Filipino middle class. Non-existent in 2. That in the process of social change late in the Spanish
earlier centuries, this class, composed of Spanish and Chinese period it was the mestizo, as a marginal element, not
mestizos ascended to a position of power in the Philippine closely tied to a village or town, who acted as a kind of
society and in due course became leaders in education and catalytic agent. In this would be included the penetration
finance. These middle class included: of money economy into parts of the Philippines. There
were areas where the only persons with money were the
provincial governors and the mestizos.
―…the ilustrados who belong to the landed gentry and who
3. That the Chinese mestizo was an active agent of
were highly respected in their respective pueblos or towns,
hispanization and the leading force in creating a Filipino
though regarded as filibusteros or rebels by the friars. The
culture characteristic now of Manila and the larger towns.
relative prosperity of the period has enabled them to send their
sons to Spain and Europe for higher studies. Most of them 4. That much of the background explanation of the
later became members of freemasonry and active in the Philippine Revolution may be found by investigating the
relationships between landowning religious orders,
Propaganda Movement. Some of them sensed the failure of
mestizo inquilinos, and indio kasamahan laborers.
reformism and turned to radicalism, and looked up to Rizal as
their leader.‖ Vallano, n.d.)
It is my hope that these hypotheses may stimulate
investigation into this important topic which can tell us so
Our knowledge is still insufficient to allow us to
much about economic, social, and cultural change during- the
assess the overall significance of the mestizo in Philippine
Spanish period of Philippine history
history. But on the basis of what we now know we can make
some generalizations and some hypotheses for future study. It
is clear, in the first place, that the activities I have described Significance of the Chinese Mestizo
are those of Chinese mestizos – not Spanish mestizos. While
the Chinese mestizo population in the Philippines exceeded The expulsion of Chinese immigrants in the
200,000 by the late nineteenth century, the Spanish mestizo Philippines enabled the Chinese mestizo to take over the
population was probably never more than 35,000. markets that the former previously controlled. Chinese
Furthermore, those who commented at all on the Spanish mestizos became prominent ad influential figure in the area of
mestizo noted that he was interested in military matters or the industry, commerce, and business during Spanish
―practical arts‖ – never in commerce. The aptitudes and colonization. They owned most profitable business by
attitudes of the Chinese mestizo were in sharp contrast to this. collecting goods from the northern part of the Philippines and
used to sell them in Manila and nearby provinces. Chinese
Secondly, the Chinese mestizo rose to prominence mestizos monopolized the internal trading while the Spanish
between 1741 and 1898, primarily as a landholder and a mestizos gave way to the emergence of the Philippine middle
middleman wholesaler of local produce and foreign imports, class described as ―more active and enterprising, more prudent
although there were also mestizos in the professions. The rise and pioneering, more oriented to trade commerce than the
of the mestizos implies the existence of social change during Indios‖ (Bowring 1963). They shared economic power in
the Spanish period, a condition that has been ignored or terms of exports. They became landholders, wholesalers,
implicitly denied by many who have written about the retailers, and owners of the majority of the artisan shops.
Philippines. It needs to be emphasized that the mestizo impact
was greatest in Central Luzon, Cebu, and Iloilo. We cannot as Another significant role played by the Chinese
yet generalize about other areas. mestizos in the Philippine society was the formation of the
Filipino identity. This was evident during the latter part of the
Third, the renewal of Chinese immigration to the 19th century when they became clearly influential in the
Philippines resulted in diversion of mestizo energies away economy of the Philippines as a Spanish colony. This caused
from commerce, so that the mestizos lost their change to the Spaniards to be concerned with the ability of the Chinese
mestizos to cause discord in the society. By 1800, Chinses Don Francisco was born on May 11, 1818 in Biñan,
mestizos in the provinces began to form opinions regarding Laguna. When he was eight years old, he lost his father. He
the Spanish colonial rule. It was not easy to separate Indios was nonetheless educated as he took Latin and Philosophy at
from the Chinese mestizos since they identified themselves the College of San Jose in Manila, where he met and fell in
with each other socially and culturally. Chinese mestizos love with Teodora Alonzo, a student in the College of Santa
shared grievances with the Indios. Evidently, this emerges, Rosa. Married on June 28, 1848, they settled down in Calamba
this emergent middle class, the Chinese mestizos, revive and where they were granted lease of a rice farm in the
increase the growing national opposition to colonial abuses Dominican-owned haciendas.
and demanded sweeping social reform.
Doña Teodora Alonzo
The most realistic manifestation of the budding sense
of Filipino nationalism appeared in the late 1870‘s in the Jose‘s mother, Teodora Alonzo (also spelled
writings of Pedro Peterno and Gregorio Sanciano who were ―Alonso‖), was born and educated and highly cultured woman
both Chinese mestizos, Paterno and Sanciano wrote about the from Sta. Cruz, Manila. Common biographies state that Doña
essence of being a Filipino, defended the dignity of the Teodora Alonzo Quintos Realonda, known as ―Lolay‖, was
Filipinos, and explained the supposed indolence of the Indios. born on November 8, 1926 in Sta. Cruz, Manila. Strangely
Their writings were nurtured by Jose Rizal, a known pride of however, the volume in the church books that supposedly
the Malay race but also a Chinese mestizo. Rizal descended contained Teodora‘s baptismal records was the only one
from a pure Chinese ancestor and a long line of Chinese missing from the otherwise complete record down to the
mestizos and mestizas. eighteenth century (Ocampo, 2012, p.39). Asuncion Rizal-
Lopez Bantug, the granddaughter of Jose‘s sister Narcisa,
The significant role of the Chinese mestizos in the contrarily claims that Lola Lolay and all her siblings were
making of the nation was highly evident of the turn of the born in Calamba, but (just) lived in Manila (Bantug &
century. Their involvement in the armed revolt against Ventura, 1997. P. 18).
colonizers showed that they recognized Spain as the enemy –
the oppressor. The Philippine Revolution of 1896 to 1898 was Doña Lolay was educated at the College of Sta. Rosa,
the act of determination on the part of Filipinos – Indios and an esteemed school for girls in Manila. She was usually
Chinese mestizos alike – to claim for themselves and for described as a diligent business-minded woman, very graceful
future generations the incomparable birthright of nationhood. but courageous, well-mannered, religious, and well-read. Very
dignified, she disliked gossip and vulgar conversation.
MODULE 5: FAMILY, CHILDHOOD, AND EARLY Possessing refined culture and literary talents, she influenced
EDUCATION OF RIZAL her children to love the arts, literature, and music. Herself an
educated woman, Lolay sent her children to colleges in
Jose Protacio Rizal Mercado Y Alonzo Realonda was Manila. To help in the economy of the family, she run sugar
born on June 19, 1861 in Calamba, Laguna. The seventh son and flour mills, and a small store in their house, selling home-
of eleven children born to a relatively well-off family in a made ham, sausages, jams, jellies, and many others. (Looking
Dominican-owned tenant land in Calamba, Laguna, Jose Rizal back, her business, in a way, predated the meat-processing
lived and died during the Spanish colonial era in the commerce of the Pampangueños today and the ube jam
Philippines. production of some nuns in Baguio.)
In his early childhood, Jose had mastered the It is believed that Doña Teodora‘s family descended
alphabet and learned to write and read. His early readings from Lakandula, the last native king of Tondo. (For young
included Spanish version of the Vulgate Bible. At a young Filipino generations, Lakandula has to be distinguished from
age, he already showed inclination to the arts. He amazed his the unofficial Hari ng Tondo, Asiong Salonga, the Manila
family by his pencil drawings, sketches, and moldings of clay. kingpin who was immortalized in the movie recently by
Later in his childhood, he showed special talent in painting Laguna‘s own governor E. R. Ejercito.)
and sculpture, wrote a Tagalog play, which was presented at a
town fiesta (and later penned a story play in Spanish, which Lolay‘s great-grandfather was Eugenio Ursua (of
was presented in school. Japanese descent) who married a Filipina named Benigna.
Regina, their daughter, married a Filipino-Chinese lawyer of
RIZAL'S FAMILY Pangasinan, Manuel de Quintos. Lorenzo Alberto Alonzo, a
well-off Spanish-Filipino mestizo in Biñan, took as his
―significant other‖ Brigida Quintos, daughter of Manuel and
Don Francisco Mercado
Regina Quintos. The Lorenzo-Brigida union produced five
children, the second of them was Jose‘s mother, Teodora
Jose‘s father, Francisco Engracio Rizal Mercado, was a Alonzo Quintos.
productive farmer from Biñan, Laguna. He was an
independent-minded, taciturn, but dynamic gentleman from
Through the Claveris decree of 1849 which changed
whom Jose inherited his ―free soul‖. Don Francisco became
the Filipino native surnames, the Alfonsos adopted the
tiniente gobernadorcillo (lieutenant governor) in Calamba and
was thus nicknamed tiniente Kiko. (Some student‘s comical surname Realonda, Rizal‘s mother thus became Teodora
conjecture that the fictional Character Kikong Matsing of Alonzo Quintos Realonda.
Batibot was named after Don Francisco is, of course,
unfounded.)
Doña Teodora was said to have suffered the greatest Also at the age of five, Pepe started to make pencil
pain during the delivery of her seventh child, Jose. Her sketches and mold in clay wax objects, which attracted his
daughter Narcisa recalled: ―I was nine years of age when my fancy. When he was about six years old, his sisters once
mother gave birth to Jose. I recalled it vividly because my laughed at him for spending much time making clay and wax
mother suffered great pain. She labored for a long time. Her images, he then prophetically told them ―All right laugh at me
pain was later attributed to the fact that Jose‘s head was bigger now! Someday when I die, people will make monuments and
than normal‖ (as cited in ―Lola Lolay.‖ 2013, para 8). images of me.‖
Jose Rizal was born in Calamba. In 1848, his parents When Jose was seven years old, his father provided
decided to build a home in this town in Laguna, Southern him the exciting experience of riding a ‖casco‖ (a flat-
Luzon. The name Calamba was derived from kalan-banga, bottomed boat with a roof) on their way to a pilgrimage in
which means ―clay stove‖ (kalan) and ―water jar‖ (banga). Antipolo. The pilgrimage was to fulfill a vow made by Jose‘s
mother to take him to a Shrine of the Virgin of Antipolo
Jose‘s adoration of its scenic beauty---punctuated by should she and her child survive the ordeal of delivery, which
the sights of Laguna de Bay, Mount Makiling, palm-covered nearly caused her life. From Antipolo, Jose and his father
mountains, curvy hills, and green fields---was recorded in the proceeded to Manila to visit her sister Saturnina who was at
poem he would later write at Ateneo de Manila in 1876, Un the time studying at the La Concordia College in Sta. Ana.
Recuerdo A Mi Pueblo (In Memory of My Town). (If Rizal‘s
poem were written today, he might mention the tree-floor SM As a gift, the child Jose received a pony named
mall, shopping centers and the South Luzon Expressway ―Alipato‖ from his father (Bantug and Ventura, 1997, p. 23).
(SLEX) terminus in the place. A city since 2001, Calamba is As a child, he loved to ride this pony or take long walks in the
said to have earned the nickname resorts in the place today.) meadows and lakeshore with his black dog named ―Usman.‖
The first massive stone house (or bahay na bato) in The mother also induced Jose to love the Arts,
Calamba was the very birthplace of our national hero. It was a literature, and the classics. Before he was eight years old, he
rectangular two-storey building, built of adobe stones and had written a drama (some sources say ― a Tagalog comedy,‖)
solid wood, with sliding capiz windows. Its ground floor was which was performed at a local festival and for which the
made of lime stone, the second floor of hard wood, except for municipal captain rewarded him with two pesos. (Some
the roof, which was of red tiles. There was an azotea and a references specify that it was staged in Calamba festival and
water reservoir at the back. Its architectural style and that it was a gobernadorcillo from Paete who purchased the
proximity to the church implied Rizal family‘s wealth and manuscript for two pesos.)
political influence.
Contrary to the ―former‖ common knowledge
The Childhood of a Phenom however, Rizal did not write the Filipino poem ― Sa Aking
Mga Kababata/Kabata‖ (To My Fellow Children). The poem
A phenom is someone who is exceptionally talented was previously believed to be Rizal‘s first written poem at the
or admired, especially an up-and-comer. Rizal, especially age of eight and was said to have been published
during his childhood, was none less than a phenom. posthumously many years after Rizal‘s death. However, Rizal
Had a preserved correspondence (letters) with his brother
Paciano admitting that he (Jose) had only encountered the
Jose‘s first memory, in his infancy, was his happy days
word ―kalayaan‖ when he was already 21 years old. The term
in their family garden when he was three years old. Their
(―kalayaan‖) was not used just in the Poem ―Sa Aking Mga
courtyard contained tropical fruit trees, poultry yard, a carriage
house, and a stable for the ponies. Because the young Pepe Kababata/Kabata.‖(For more details concerning this matter,
was weak, sickly, and undersized, he was given the fondest read the article, ―Did Jose Rizal Write the Poem ―Sa Aking
Mga Kabata‖?‖ in OurHappySchool.com).
care by his parents, so his father built a nipa cottage for Pepe
to play in the daytime.
The young Rizal was also interested in magic. He read
Memory of his infancy included nocturnal walk in the many books on magic. He learned different tricks, such as
town, especially when there was a moon. Jose recalled the making a coin disappear and making handkerchief vanish in
thin air.
―aya‖ 9nursemaid) relating to the Rizal children in their home
to pray the Angelus. At the early age of three, he started to
take a part in the family prayers. Some other influences of Rizal‘s childhood involved
his three uncles; his Tio Jose Alberto who inspired him to
When Concha died of sickness in a865, Jose cultivate his artistic ability; his Tio Manuel who encouraged
him to fortify his frail body through physical exercises; and his
mournfully wept at losing her. He later wrote in his memoir,
Tio Gregorio who intensified Rizal‘s avidness to read good
―When I was four years old, I lost my little sister Concha, and
books.
The Story of The Moth the boy‘s tutor in Spanish and Latin. Sadly, Monroy died five
months later. (Of course, there was no truth to some naughty
To import essential life lessons, Lolay held regular student‘s comical insinuation that Rizal had something to do
storytelling seesions with the young Rizal. Doña Teodora with his death.)
loved to read to Pepe stories from the book Amigo de los
Niños (The Children‘s Friend). One day, she scolded his son Education in Biñan
for making drawings on the pages of the story book. To teach
the value of obedience to one‘s parents, she afterward read Rizal was subsequently sent to a private school in
him a story in it. Biñan. In June 1869, his brother Paciano brought him to the
school of Maestro Justiniano Cruz. The school was in the
Lolay chose the story about a daughter moth who was teacher‘s house, a small nipa house near the home of Jose‘s
warned by her mother against going too near a lamp flame. aunt where he stayed. In Rizal‘s own words, his teacher ―knew
Though the young moth promised to comply, she later by the heart the grammars by Nebrija and Gainza.‖ During
succumbed to the pull of light‘s mysterious charm, believing Rizal‘s first day at the Biñan School, the teacher asked him:
that nothing bad would happen if she approached it with
caution. The moth then flew close to the flame. Feeling ―Do you know Spanish?‖
comforting warmth at first, she draw closer and closer, bit by ―A little, sir.‖ Replied Jose
bit, until she flew too close enough to the flame and perished. ―Do you know Latin?‖
―A little, sir.‖
Incidentally, Pepe was watching a similar incident
while he was listening to the storytelling. Like a live Because of this, his classmates, especially the
enactment, a moth was fluttering too near to the flame of the teachers son Pedro, laughed at the newcomer. So later in that
oil lamp on their table. Not merely acting out, it did fall dead day, Jose challenged the bully Pedro to a fight. Having learned
as a consequence. Both moths in the two tales paid the price of wrestling from his Uncle Manuel, the younger and smaller
getting near the fatal light. Jose defeated his tormentor: (Compared to bullying victims,
we can say that Rizal did not wait for anyone to enact a law
Many years later, Rizal himself felt that the moth‘s tale against bullying, but rather took matters into his own hands.)
could serve as an allegory of his own destiny. (A good
summary of Rizal‘s life is presented in Appendix B: Jose After the class, he had an arm-wrestling match with his
Rizal: A Biography Outline.) About himself, he wrote: classmate Andres Salandanan. In that match, however, Jose
lost and almost cracked his head on the sidewalk. (That only
Years have pass since then. The child become a proves that merely being a deperado won‘t make you win all
man…Steamships have taken him across seas and oceans. He your fights.)
has received from experience bitter lessons, much bitter than
the sweet lessons that his mother gave him. Nevertheless, he In the following days, Jose was said to have fights over
has preserved the heart of a child. He still thinks that light is Biñan boys. (If his average was two fights per day, as what
the most beautiful thing in creation, and that it is worthwhile happened during his first dau in Biñan school, then he might
for a man to sacrifice life for it.‖ (as cited in ―My First have been more active than today‘s MMA [mixed martial arts
Reminiscence,‖ n.d.. para. 9) fighters.] For his scuffles, he nonetheless received many
whippings and blows on the open palm from his disciplinarian
RIZAL'S EDUCATION teacher.
Education in Calamba Rizal might not have won all his brawls but he,
nevertheless, beat all Biñan boys academically in Spanish,
The familiar statement that Doña Teodora was Rizal‘s Latin, and many other subjects. After sometime, Jose told his
first teacher is not just a sort of ―venerating‖ his mother who father that he had already learned all there was to be taught in
sacrificed a lot for our hero. It was actually a technical truth. Biñan. Don Francisco firmly scolded Jose and hustled him
In his Memoirs, Rizal wrote, ―My mother taught me how to back to school. Maestro Curz, Jose‘s teacher in Biñan, later
read and to say haltingly the humble prayers which I raised confirmed, however, that Jose had indeed finished already all
fervently to God.‖ the needed curricular works. So despite his wife‘s reluctance,
Don Francisco then declared to send Jose to a school in
Manila.
In Rizal‘s time, seldom would one see a highly
educated woman of fine culture, like Doña Teodora who had
the capacity to teach Spanish, reading, poetry, and values
through rare story books. Lolay, indeed, was the first teacher
of the hero---teaching him Spanish, correcting his composed
poems, and coaching him in rhetoric. On her lap, Jose learned
the alphabet and Catholic prayers at the age of three, and
learned to read and write at age of 5.
History of the Friars Lands The Two Faces of The 1872 Cavite Mutiny
by Chris Antonette Piedad-Pugay
The existence of friar lands in the Philippines can be traced
back to the early Spanish colonial period when Spanish The 12th of June of every year since 1898 is a very
conquistadors were awarded lands in the form of haciendas for important event for all the Filipinos. In this particular day, the
their loyalty to the Spanish crown. Approximately 120 entire Filipino nation as well as Filipino communities all over
Spaniards were granted either large traits of land called sitio the world gathers to celebrate the Philippines‘ Independence
de Ganado mayor and smaller tracts called caballerias. Day. 1898 came to be a very significant year for all of us— it
is as equally important as 1896—the year when the Philippine
However, the hacienderos, those who owned the Revolution broke out owing to the Filipinos‘ desire to be free
hacienda, failed to develop their lands. One reason is that from the abuses of the Spanish colonial regime. But we
Spaniards were not expected to permanently stay in the should be reminded that another year is as historic as the
Philippines. Many of them returned to Spain once they were two—1872.
done serving in the country. Also, the livestock market during
this time was still small. Thus the Galleon Trade based in Two major events happened in 1872, first was the 1872
Manila, appealed more to the Spaniards because it offered Cavite Mutiny and the other was the martyrdom of the three
better economic opportunities. martyr priests in the persons of Fathers Mariano Gomes, Jose
Burgos and Jacinto Zamora (GOMBURZA). However, not all
The Spanish friars were able to acquire land through of us knew that there were different accounts in reference to
whatever means available to them. According to source, lands the said event. All Filipinos must know the different sides of
were donated to the friars in exchange for spiritual favors. the story—since this event led to another tragic yet meaningful
Many Filipinos believed that the friars had no titles to the part of our history—the execution of GOMBURZA which in
lands thry owned because they acquired them through effect a major factor in the awakening of nationalism among
usurpation and other dubious means. the Filipinos.
When the export of agricultural crops started to 1872 Cavite Mutiny: Spanish Perspective
blossom in the 18th century, the inquillinato system was put
into place. In the system, one who rented land for fixed annual Jose Montero y Vidal, a prolific Spanish historian
amount, an inquillinos could also lease the land they were documented the event and highlighted it as an attempt of the
renting from the landlord to a kasama or sharecropper who Indios to overthrow the Spanish government in the
would then be responsible for cultivating the land. The Philippines. Meanwhile, Gov. Gen. Rafael Izquierdo‘s official
inquillinato system functional as a three-layered system with report magnified the event and made use of it to implicate the
the landlords on top, the inquillinos in the middle, and the native clergy, which was then active in the call for
kasama at the bottom. secularization. The two accounts complimented and
corroborated with one other, only that the general‘s report was
Hacienda de Calamba Dispute more spiteful. Initially, both Montero and Izquierdo scored out
that the abolition of privileges enjoyed by the workers of
Cavite arsenal such as non-payment of tributes and exemption
The Hacienda de Calamba was originally owned by a
from force labor were the main reasons of the ―revolution‖ as
Spaniards who donated the land to Jesuit friars to allow him to
how they called it, however, other causes were enumerated by
permanently stay in the Jesuit monastery. However, since the
Jesuit were expelled from the Philippines, the haciends went to them including the Spanish Revolution which overthrew the
the possession of the Spanish colonial government. In 1803, secular throne, dirty propagandas proliferated by unrestrained
press, democratic, liberal and republican books and pamphlets
the land was sold to Don Clemente de Azansa. After his death.
reaching the Philippines, and most importantly, the presence
It was eventually sold to the Dominicans who claimed
of the native clergy who out of animosity against the Spanish
ownership of the hacienda until late 19th century.
friars, ―conspired and supported‖ the rebels and enemies of
Spain. In particular, Izquierdo blamed the unruly Spanish
Rizal‘s family became one of the principal inquillinos Press for ―stockpiling‖ malicious propagandas grasped by the
of the hacienda. They rented one of the largest leased parcel of Filipinos. He reported to the King of Spain that the ―rebels‖
land measuring approximately 380 hectares. The main crop wanted to overthrow the Spanish government to install a new
was sugarcane since it was the most in demand in the world ―hari‖ in the likes of Fathers Burgos and Zamora. The general
market then. The Rizal family got their income mainly from even added that the native clergy enticed other participants by
the land they rented. However, when conflicts on land giving them charismatic assurance that their fight will not fail
ownership in the hacienda arose in 1883, the family evidently because God is with them coupled with handsome promises of
suffered, rewards such as employment, wealth, and ranks in the army.
Izquierdo, in his report lambasted the Indios as gullible and
possessed an innate propensity for stealing.
Meanwhile, in the intention of installing reforms, the The Cavite Mutiny was failed uprising against the
Central Government of Spain welcomed an educational decree Spaniards resulting in disarmed, imprisoned, and dead Filipino
authored by Segismundo Moret promoted the fusion of soldiers. Those who were suspected to be involved in the
sectarian schools run by the friars into a school called mutiny were also arrested and executed, The Spanish
Philippine Institute. The decree proposed to improve the authorities and the friars used the mutiny to implicate the three
secular priests- Mariano Gomez, Jose Burgos, and Jacinto
Zamora, collectively known as GOMBURZA – and
proclaimed that they were the instigators of the said mutiny.
The priests were executed by garrote at Bagumbayan on
February 15, 1872. This event had a personal impact on Rizal
and his family since Burgos was a personal friend of his
brother, Paciano. The martyrdom of the three priests awakened
the desire for independence among many Filipino. In fact,
Rizal dedicated his El Fibusterismo to the three priests.