The Rise and Fall of the Society of Jesus: Part One - The Black Legend of the Jesuits

In May of 1521, amidst the conflict of the Four Years’ War, the son of a noble Basque family was gravely injured at the French siege of Pamplona when a cannonball fired by the French-supported Navarrese forces shattered his leg. It is said that the Navarrese were so impressed with the courage of this young soldier, Inigo Lopez, that they carried him back to his home in Loyola, but this is likely an embellishment typical of hagiography, for Inigo Lopez de Loyola would go on to become a famous saint. That cannonball set young Inigo on the path to sainthood, for after a terribly bungled surgery that required the rebreaking and resetting his leg, he lay convalescing for some time, during which he pondered his future while reading about the lives of Jesus Christ and the Catholic saints. After his conversion and dedication to Catholicism, he traveled to Jerusalem, intent on helping to convert Muslims or die trying, but he was convinced by Franciscan monks there to go back home, where he began to build something of a following. He and his so-called Iniguistas, who called him simply The Pilgrim, went from city to city in Spain, barefoot and living off of alms, preaching the message that the church faithful should be receiving the Eucharist and confessing their sins weekly, rather than once a year, as was then common practice. While today this is standard, back then it was something of a disruptive doctrine, causing the Inquisition to take notice of him and his disciples. This was the beginning of Inigo Lopez’s commitment to orthodoxy. His Inquisitors instructed him that it was only the place of educated priests to instruct the laity, so Inigo and his followers traveled to France and enrolled at the Sorbonne, where he took the Latinized name Ignatius Loyola while completing his priestly training. Among his early apostles, he formed a brotherhood, the Society of Jesus, which was formally approved by Pope Paul III in 1540. Other Catholic orders suggested that it was arrogant and presumptuous to take the name of Jesus for his brotherhood, but before long it was hard to argue that Ignatius Loyola’s society, called Jesuits by their critics, did not live up to their exalted namesake. Ignatius lived to see the spread of his order through its ministry of education, when the Spanish viceroy of the Kingdom of Naples requested he set up a school in Sicily, but he never dreamed that his little priestly order would become the vast international network into which it transformed, growing within a couple hundred years to include some 22,000 priests operating 200 seminaries and 700 colleges, and acting as the confessors and counselors of princes and monarchs around the world. Nor could he have imagined the coequal growth of his order’s enemies, who would allege that the Jesuits were schemers, spies, conspirators, and even murderers. The story of the Society of Jesus is one of global power, its fearful suppression, its restoration, and the enduring conspiracy theories that surround the order even today.

In my recent series I touched on the Jesuits in Bavaria, and I mentioned in passing that they were the subject of a vast conspiracy theory. Certainly Ludwig II was not the only monarch to suppress the Society of Jesus in his kingdom, nor was he the first to see in them an insidious political force doing the bidding of the Pope and undermining his authority. Indeed, the Jesuits have been lurking in their black robes in the background of many a historical tale I have told on this podcast. They were said to have guarded the mysterious Voynich Manuscript, only entrusting it to Wilfrid Voynich because they believed he could keep it secret, as I stated in The Found Manuscript of Wilfrid Voynich. And it was a Jesuit priest, Jean Hardouin, who concocted the conspiracy theory that all of ancient history had been forged by an impious cohort of monks, as discussed in the final installment of my Chronological Revision Chronicles. The Jesuits stood as the orthodox opponents of Jansenists, as described in my series on The Jansenist Miracles of Enlightenment France, and we further discussed how Jesuits were seen as evil corrupters by their critics in France in my patron exclusive The Stigmatic Maiden and the Wanton Jesuit. The series on Jansenist miracles laid the groundwork for my discussion of the French Revolution in The Illuminati Illuminated, in which series I discussed conspiracy theories on the right that blamed revolutionary activity and Jacobinism particularly on the scheming of philosophes, Freemasons, and specifically on a Bavarian secret society inspired by Enlightenment ideals called The Illuminati, which just happened to be organized by a former Jesuit, Adam Weishaupt, and was said to be structured according to that religious order’s organizational model. What I did not discuss in these series is the so-called “Black Legend” of the Jesuits, the claims that the Society of Jesus was essentially a cabal of plotters scheming at world domination. The Society of Jesus makes no effort to hide the fact that it is a direct tool of the Pope. From its beginnings, even though it considered a mendicant order, the former soldier Ignatius Loyola conceived of it as a kind of military order, with a tightly centralized command structure, with all provincial superiors answering to a single Superior General, a commander elected to the position for life, who answers only to the Pope himself. This authority structure has led conspiracists to dub the Jesuit Superior General the “Black Pope,” arguing that the order is actually a kind of shadow government of the church. By the time of the Enlightenment and the French Revolution, when those on the right sought a conspiratorial explanation of recent political developments, and later, after the Bourbon Restoration, when belief in a Jesuit conspiracy would become the overarching paranoid view of leftist politics, the Black Legend of the Jesuits would already be well established. It had arisen, unsurprisingly, during the Protestant Reformation, when Roman Catholic beliefs and practices became “papistry,” a pejorative term, among many who viewed the Pope and his Church, and especially his elite cadre of priests who controlled education and had the ear of many a sovereign, as evil.

Ignatius reading while convalescing at Loyola after a war injury. Public Domain.

A central element of the Black Legend is the belief that through the Jesuits, the Pope commits regicide, having kings and queens killed if they oppose his will. We may trace this view back to the Protestant Reformation, a time of violent upheaval and rising anti-Catholicism transpiring as Loyola’s order was growing in influence. In England and Scotland, the divisions created by the Reformation were dramatic, as I discussed at length in my Royal Blood Mystery series on Mary, Queen of Scots, and the murder of Lord Darnley. Indeed, numerous were the plots devised by Catholic conspirators to depose or even assassinate Queen Elizabeth and put Mary, Queen of Scots, on the throne. Pope Pius V even encouraged such plots when he issued a bull granting English Catholics the authority to overthrow her. Moreover, one of these, the Babington plot, was masterminded by a Jesuit priest named John Ballard, though there is no evidence that this plot had been expressly orchestrated by the Jesuit Superior General. Rather, Mary’s French Catholic supporters seem to have urged him to undertake the task. Nevertheless, and despite the plot’s failure and its exploitation as an excuse to execute Mary, it did much to tarnish the image of all Jesuits, painting them as intriguers and assassins. Following Elizabeth’s reign, Mary’s son James acceded to the throne, garnering support from Catholic powers by leading them to believe he would bring an end to some of Elizabeth’s persecutions of Catholics, such as the execution of priests who said Mass in secret and the onerous recusancy fines that any who refused to attend Protestant church service were forced to pay. Upon taking the throne, it appeared James might actually leave these fines in place, until he agreed to suspend them in exchange for Catholic loyalty. However, by the time he gave in to their appeals, some Catholic plots were already underway and shortly thereafter came to light. The Bye and Main plots involved abducting the king, forcing declarations of Catholic toleration, and then replacing him with a Catholic queen, his cousin, Lady Arbella Stuart. This plot was actually uncovered when a Jesuit priest named Father Gerard, fearing that the plot would result in further persecution of Catholics, betrayed them by passing information to the authorities. Strangely, though, this same Jesuit, and others, would soon be implicated in the most notorious assassination plot in British history.

On the 4th of November, 1605, King James ordered a search of the cellars and vaults of the old Palace of Westminster, meeting place of the House of Commons and the House of Lords. Nine days earlier an anonymous letter warning a Catholic nobleman to stay away from the meeting of Parliament scheduled for November 5th had been brought to his attention. They had been on high alert, and earlier that day, while making his rounds, the Lord Chamberlain had encountered a man named Guy Fawkes in a vault that contained a large pile of firewood. The Lord Chamberlain had initially thought little of the encounter when Fawkes stated that he worked for Thomas Percy, who had legally rented the vault. Only later was it suggested to the king that it was strange that Percy, a Catholic, would have need of renting a vault under Westminster when he owned a house in London. Upon returning to investigate further, Fawkes was discovered preparing a long match to detonate 36 barrels of old, decaying gunpowder that was hidden beneath the woodpile. The plot’s intention was clearly to blow up the building, killing King James in the same way as his father Lord Darnley had been killed at Kirk O’Field, and taking with him all of Parliament, save the few Catholic Lords the plotters had warned. “Remember, Remember, the Fifth of November,” became the perennial refrain, and Guy Fawkes, a villain to some and anti-hero to others, would be commemorated ever since. But Fawkes was not the orchestrator of this plot. In fact, he was something of a late recruit. The plot had been orchestrated by Robert Catesby, a well-known recusant Catholic. He and some of his fellow plotters were afterward killed in a dramatic shootout at the conclusion of a manhunt. Yet strangely, for many at the time, none of these plotters were seen as the real culprits, and instead blame was laid on the Jesuit order.

The Gunpowder Plot conspirators hanged, drawn and quartered. Public Domain.

While today it is remembered as the Gunpowder Plot, in its day, it was often referred to as the Jesuit Treason. The reason for this is that, as it came out during the ensuing trials, when the plotters held their initial secret meeting the year before, the Jesuit priest who had years earlier foiled the Bye and Main plots had said Mass for them, and though he denied any knowledge, it was assumed he aware of their plans. But more than this, during the summer leading up to the enactment of their plot, Robert Catesby had confessed his intentions to a Jesuit priest named Tesimond, who afterward was troubled enough to ask his superior, Father Garnet, for guidance in the matter. Garnet then went to Catesby and warned him the Pope had no desire for English Catholics to act out and cause further troubles for themselves. Clearly, this was not a Jesuit conspiracy. Nevertheless, Gerard, Tesimond, and Garnet did not go to the government with their knowledge of the plot, as Gerard had done in the past, so they were considered complicit. In reality, there is no indication that Gerard really was privy to their plans, and considering that he was known to have gone to the authorities with such knowledge before, it seems unlikely they would have entrusted him with the information. As for Tesimond and Garnet, the simple fact that the crown was known to put Catholic priests to death simply for saying Mass for crypto-Catholics and encouraging their recusancy seems reason enough for them not to go running to the authorities about anything. While King James gave a speech on the 9th of November stating that he believed the plot to be the work of a handful of zealots and would not hold the larger Catholic community responsible, he nevertheless chose to prosecute these Jesuits. While Gerard and Tesimond escaped his grasp, Garnet was arrested, tried for treason, hanged by the neck, disemboweled, and torn apart by horses.

The belief that Jesuits in particular conspired at regicide developed at the same time across the Channel, during the French Wars of Religion, when a Catholic zealot named Jacques Clément, encouraged by members of the Catholic League, murdered King Henri III with a dagger. Oddly, Henri III had been something of a champion of Catholicism, but recent concessions to Protestants had turned the ultra-orthodox against him. This was not exactly a Jesuit plot. Clément was a Dominican friar. But during later years, when anti-Jesuitism became indistinguishable from anti-Catholicism generally, it was seen as the start of a pattern in which Catholics murdered monarchs. Henri III’s successor, Henri IV, would survive multiple attempts on his life by disturbed Catholics who believed they were assassinating a tyrant, despite the fact that he had renounced Protestantism and converted to Catholicism. Only a month after his conversion, another Dominican priest, Pierre Barrière, attempted to kill him, and during his trial, it was alleged that he had confessed his intentions to certain Jesuits, who encouraged him. Suspicion of the Jesuits encouraging regicide came to a head a year and a half later, when a merchant’s son named Jean Châtel made another attempt on Henri IV’s life, and it was revealed he had been educated at a Jesuit college. The doctrinal teachings of the Jesuits came under scrutiny. Jesuits opposed the Divine Right of Kings, which many viewed as subordinating the secular authority of kings to papal authority. Additionally, Jesuits subscribed to a theoretical doctrine that the Pope’s temporal authority may in some situations extend to deposing kings, and that sometimes, in extreme circumstances, tyrannicide, the murder of tyrants, may be justified. None of these were central doctrines promoted by Jesuits, but in the wake of these assassination attempts, they seemed to confirm a conspiracy. As a result, Châtel’s college was shuttered, two of his teachers were exiled, and a third was hanged and burned at the stake. The Society of Jesus was thereafter outlawed in France, though this ban only lasted a decade. Thereafter, in 1610, one François Ravaillac, another fanatical Catholic, misconstrued Henri IV’s plans to invade the Spanish Netherlands as a declaration of war against Catholicism and murdered him in his carriage. Afterward, his interrogators tried to link him to a Jesuit conspiracy, even though Ravaillac insisted he had acted alone. They accused his Jesuit confessor of having been privy to his plans, which the priest denied. That year, as the Society of Jesus came under renewed attack for condoning and even fostering regicide, the Jesuits declared a moratorium on discussing justifications for tyrannicide. By that time, though, the Black Legend that Jesuits were little more than an order of conspirators and assassins had already taken shape.

Attack by Jean Châtel on Henri IV. The murderer's torment is depicted in the background. Public Domain.

Only a few years after this, the founding document of the Black Legend of the Jesuits appeared: the Monita Secreta Societatis Iesu, or Secret Instructions of the Society of Jesus. This document would prove to be as foundational for Jesuit conspiracy theories as The Protocols of the Learned Elders of Zion would be for the Jewish world conspiracy theory, and just like the Protocols, it was proven entirely false early on but continued to be touted as accurate for centuries. The Monita Secreta purported to be, as the title implies, a set of instructions given by the order’s Superior General, Claudio Acquaviva, detailing how to achieve the order’s goals of hoarding wealth and seizing power and influence. Essentially, like the Protocols, it was supposedly their plan for world domination. According to the Secret Instructions, wealth was to be accumulated by the manipulation and swindling of widows and heirs, power in the church was to be pursued by working to promote Jesuits to Bishoprics and actively discrediting priests of rival medicant orders, political influence was to be achieved by positioning themselves as the advisors of kings, or as their confessors, through which role they could gather intelligence and even acquire material with which they could blackmail monarchs. At all costs, the order’s image was to be kept pure, such that the reputation of any priest who left the order was to be injured by slander. The preface even stated that, if the Monita Secreta were ever revealed, the order should put forward a member of the society who had no knowledge of these Secret Instructions to offer plausible denials to the public. The thing is, though, that these Secret Instructions were known to have been written in Kraków, by Polish former Jesuit Jerome Zaharowski as a satire and libel. Bitter over having been kicked out of the order the year before, he fabricated the Monita Secreta in an effort to lampoon the Society of Jesus. Originally, he had not even published them as genuine, but rather as a kind of caricature of the order. Nevertheless, they were subsequently republished in numerous editions, accompanied by fabricated stories about how they had been discovered in Prague, or Paderborn, or was it Antwerp, or perhaps aboard a captured ship. Despite having been proven spurious and rejected as false even by some of the Jesuits’ staunchest critics, it would be raised again and again, often as though it had only just been discovered. Much like the Protocols of Zion, it was a hoax that would far outlive its hoaxer, and it would not be the last hoax or forgery to contribute to the Black Legend of the Jesuits.

Back in Great Britain, after the English Civil War and the Restoration of the Stuart monarchy, anti-Catholicism, and fears of Jesuit conspiracy, remained high. Ever since the so-called Jesuit Treason, or Gunpowder Plot, Jesuits were suspected of intrigue and nefarious machinations whenever something terrible transpired. Just as Jews had been blamed for the Black Plague in prior centuries, in 1665, when the bubonic plague struck London with renewed ferocity, Jesuits were seen as the culprits. And Jesuits were likewise scapegoated the next year, 1666, which many had dreaded for decades as the “Year of the Beast,” believing that the apocalyptic prophecies of Revelation would come to fruition then because the number of the year was so close to the Number of the Beast, 666. With the plague outbreak still waning, a fire broke out in September that consumed around 80 percent of the city, and amid the city’s panic and paranoia, Jesuit arson was alleged. The atmosphere was ripe for a conspiracy hoax, and one Protestant clergyman, Israel Tonge, who blamed Jesuits for the loss of his church in the fire, would help to supply it. Tonge became a rabid anti-Catholic conspiracy theorist, authoring numerous incoherent articles about the Roman Catholic Church’s plans for world domination. He shared these explicitly anti-Jesuit conspiracy theories with everyone he knew, including young Titus Oates, the son of a Baptist preacher. Tonge and Oates made plans to write some anti-Catholic pamphlets together, and Tonge even lent Oates some money, but Oates, a former chaplain of the Royal Navy, fell in with Catholics and converted. Encouraged by an English provincial Jesuit, he managed to get himself into a Jesuit College in Spain, which afterward kicked him out for his crude and foul mouth. Then, he lied his way into another Jesuit college for expatriates, this one in St. Omer, France, and again was expelled for blasphemous talk. A defeated Titus Oates finally returned to London with a definite ax to grind, and upon their reunion, he claimed to Israel Tonge that he had only converted in order to learn the Jesuit secrets, and learn them he had, he said. He then told Israel Tonge that the Jesuits were plotting something massive in London: to assassinate King Charles II, supplant him with his Catholic brother, the Duke of York, and reestablish Roman Catholicism as England’s state religion.

The Great Fire of London, 1666. Public Domain.

It is unclear whether Israel Tonge helped Titus Oates concoct this conspiracy claim or whether he was Oates’s first dupe and truly believed him, but it does seem apparent that Tonge helped Oates compose a manuscript detailing his knowledge of the conspiracy. And it is certain that he told Oates to hide the manuscript so that he could pretend to discover it. Tonge then arranged to get the information to the king by showing the manuscript to the king’s chemist, a mutual acquaintance. King Charles II thought the claims of the so-called Popish Plot were all lies. He believed, like many, that Israel Tonge was a bit touched by madness, and he believed Titus Oates, who was rather quickly revealed as the author of the manuscript, to be a wicked liar. Nevertheless, once word got around and his brother, the implicated Duke of York, demanded further investigation, he felt that it would have to be looked into further, even if just to debunk it. Oates swore out the truth of his statement for a local magistrate, Sir Edmund Berry Godfrey, and afterward, he and Tonge were questioned by the king’s Privy Council. Oates made numerous specific accusations against many Catholic noblemen and more than 500 Jesuits, whom he called out by name. As evidence, letters supposedly written by some of the accused but probably forged by Oates were presented, and some were impressed that Oates was able to recognize each by their handwriting, even though his having forged them was a more likely explanation for his ability to identify them. While the accusations were taken seriously enough that authorities began rounding up some of the Jesuits named by Oates for questioning, the affair did not escalate to become a full-fledged moral panic until Magistrate Godfrey, to whom Oates had sworn out his initial deposition, was discovered dead. Oates insisted Godfrey had been murdered by Jesuits, and then, as one skeptical contemporary put it, “the very Cabinet of Hell…opened.” Mass panic gripped London, and anyone even suspected of being Catholic was driven from the city. Nine Jesuits were executed for their alleged parts in the conspiracy, and twelve more perished while imprisoned on suspicion. At the height of the panic, Titus Oates went as far as implicating the Queen in plans to poison the king. Before long, though, it became clear that he was a liar. In the end, Titus Oates was tried for perjury, and declared “a shame to mankind,” and sentenced to endure a public shaming before he was imprisoned. He was pilloried, and then he was marched to prison behind a cart and whipped the entire way. As for Israel Tonge, he seems to have suffered no consequences for his part in promoting the Popish Plot.

The astonishing success of Titus Oates’ lies in enflaming public ire against the Jesuits may have had the further effect of inspiring one of the most prolific and little-known forgers in history, whose fabrications were long mistaken for primary historical evidence and helped to propagate the Black Legend of the Jesuits for centuries. His name was Robert Ware, an Irish son of a distinguished historian. Given to seizures as a child, Robert Ware was not chosen to be the principal beneficiary of his father’s estate, despite being his eldest son, because he was not expected to live long. When he defied medical expectations and grew out of his afflictions and even showed great aptitude in historical study and writing, his father ended up bequeathing Robert his library and manuscripts. During the Popish Plot mass hysteria, Robert Ware saw an opportunity both to make money from his skills and his father’s papers, and to encourage the anti-Catholic sentiment that was running amok. Like his father before him, he was staunchly Protestant, but more than that, he was a royalist, so in his initial forgeries, which he presented as having been discovered among his father’s papers even though he had fabricated them, he published supposed evidence that Catholics had secretly orchestrated Protestant dissent, and thus were responsible for the English Civil War and the execution of Charles I that was still fresh in English memory. He published pamphlets purporting to be reprints of true historical documents, complete with detailed but fraudulent provenance, describing how Catholic priests, often Jesuits, posed as Protestants and gathered congregations that they then led away from the Church of England. But more than this, during his career as a forger, he claimed to have turned up letters and documents that served as evidence of Catholic and specifically Jesuit plotting against the English crown. In one of his forgeries was presented the supposed oath taken by Jesuits upon initiation, which required a promise to “wage relentless war, secretly and openly, against all heretics, Protestants and Masons… to extirpate them from the face of the whole earth,” pledging to “hang, burn, waste, boil, flay, strangle, and bury alive these infamous heretics; rip up the stomachs and wombs of their women, and crush their infants' heads against the walls in order to annihilate their execrable race.” To emphasize the secrecy of their murderous plots, the Jesuits supposedly swore that, “when the same cannot be done openly I will secretly use the poisonous cup, the strangulation cord, the steel of the poniard, or the leaden bullet.” In Ware’s imagination, each Jesuit was issued a dagger at initiation, and signed their oath in blood, swearing, “should I prove false, or weaken in my determination, may my brethren and fellow soldiers of the militia of the Pope cut off my hands and feet and my throat from ear to ear, my belly be opened and sulphur burned therein.” Late Victorian scholars would eventually uncover Ware and his forgeries for what they were, but by then, it would be far too late. For a hundred years, his fabrications polluted the historical record and enflamed anti-Catholic conspiracy theories. And even long after their discovery as forgeries, copies of the Jesuit Oath have turned up in reprints of vague provenance and much like the Monita Secreta continue to be touted as evidence of a worldwide Jesuit conspiracy.

Disturbances in connection with the Popish Plot. Public Domain.

These roots of the Jesuit conspiracy theory cannot be fairly characterized as a leftist political conspiracy theory and counterpart to conspiracy theories on the right. Indeed, the entire notion of a left-to-right spectrum in politics would not arise until the French Revolution. The terminology derives from the fact that, during the National Assembly of 1789, monarchists arrayed themselves on the right of the chair, while supporters of revolution gathered on the left. As years passed, this became standard practice. In 1791, during the Legislative Assembly, those seeking change, calling themselves “Innovators,” placed themselves on the left, while the defenders of the Constitution and the status quo kept to the right, with moderates in the center. And so even today, when we speak of progressive politics, which seek change, we regard them as Leftist, and conservative politics, which resist change and seek to preserve the status quo or even revert to a former political order, fall to the right of the spectrum. In the years after the Revolution, those on the right had their bogeymen, specifically the secret societies of the Enlightenment, and after the Bourbon Restoration, as we shall see in part 2 of this series, those on the left found their own in the Jesuits. And yet, in one essential way, the belief in a Jesuit conspiracy always represented conservatism, for it alleged a secret combination dedicated to fighting against and reversing change. While in the 19th century, the Society of Jesus would come to represent the forces of counterrevolution, originally, as we have seen, they represented the forces of the Counter-Reformation. But before their Black Legend underwent its 19th-century transfiguration, the Jesuits would first need to be destroyed and subsequently resurrected, just like their namesake.

Further Reading

Adams, Simon. “The Gunpowder Plot.” History Today, vol. 55, no. 11, Nov. 2005, pp. 10–17. EBSCOhost, search-ebscohost-com.libdbmjc.yosemite.edu/login.aspx?direct=true&db=f6h&AN=18800121&site=ehost-live.

Barthel, Manfred. The Jesuits: History and Legend of the Society of Jesus. William Morrow and Co., 1984.

Cavendish, Richard. “Death of Titus Oates.” History Today, vol. 55, no. 7, July 2005, p. 60. EBSCOhost, search-ebscohost-com.libdbmjc.yosemite.edu/login.aspx?direct=true&db=ulh&AN=17607324&site=ehost-live.

Croft, Pauline. “The Gunpowder Plot.” History Review, no. 52, Sept. 2005, pp. 9–14. EBSCOhost, search-ebscohost-com.libdbmjc.yosemite.edu/login.aspx?direct=true&db=f6h&AN=18772146&site=ehost-live.

Cubitt, Geoffrey. The Jesuit Myth: Conspiracy Theory and Politics in Nineteenth-Century France. Clarendon, 1993.

Ditchfield, Simon. "The Jesuits: In the Making of a World Religion." History Today, vol. 57, no. 7, July 2007, pp. 52-59. Gale Academic OneFile, link.gale.com/apps/doc/A166432179/AONE?u=sjdc_main&sid=bookmark-AONE&xid=ee906699.

Duggan, Anne E. “Criminal Profiles, Diabolical Schemes, and Infernal Punishments: The Cases Of Ravaillac and the Concinis.” The Modern Language Review, vol. 105, no. 2, Modern Humanities Research Association, 2010, pp. 366–84, http://www.jstor.org/stable/25698699.

MacCulloch, Diarmaid. “Foxes, Firebrands, and Forgery: Robert Ware’s Pollution of Reformation History.” The Historical Journal, vol. 54, no. 2, Cambridge University Press, 2011, pp. 307–46, http://www.jstor.org/stable/23017975.

Mitchell, David. The Jesuits, a History. F. Watts, 1981.

Vella, John M. "The Jesuits and political power." Modern Age, vol. 48, no. 2, spring 2006, pp. 158+. Gale General OneFile, link.gale.com/apps/doc/A149012372/GPS?u=modestojc_main&sid=bookmark-GPS&xid=b081ec37.

Worcester, Thomas. "Order Restored: remembering turbulent times for the Jesuits." America, vol. 211, no. 3, 4 Aug. 2014, p. 14. Gale In Context: Biography, link.gale.com/apps/doc/A380526806/GPS?u=modestojc_main&sid=bookmark-GPS&xid=6a3a2d7d.

The Fate of Ludwig II: Part Two - The Mad King (A Royal Blood Mystery)

On June 7th, 1886, Prince Luitpold, son of Ludwig I, brother of the late king Maximilian II, and uncle to the current King Ludwig II, attended a secret meeting of the Bavarian government convened by Prime Minister Johann von Lutz. This emergency session was the culmination of the machinations that Lutz and Luitpold had devised to seize power. The outcome was certain; Lutz had made sure, through previous consultations with all involved, that there would be no dissenters. The king was to be declared insane and deposed. The next morning, a delegation of ministers and aristocrats who had been named guardians of the mentally ill king was dispatched to Hohenschwangau Castle, the palace where it was believed the king was currently residing. Among them was Dr. Berhard von Gudden, who would later successfully take the king into custody and then be found dead with him in Lake Starnberg. When the delegation arrived at Hohenschwangau, they discovered that the king had departed for his new palace, Neuschwanstein, and had left behind a great feast that had been prepared for him. So the delegation gorged themselves on the king’s food and drink and afterward commanded the king’s head coachman to prepare conveyance for them to Neuschwanstein. The coachman refused and instead rushed away to Neuschwanstein himself to warn the king of the coup that was afoot. The king did not believe him, and perhaps this was one sign of his estrangement from reality. Even as the delegation stood outside his gate, kept at bay by palace guards, and eventually driven away by angry peasants who had heard the news that a plot was underway to dethrone the king they loved, still Ludwig looked down from his palace windows and refused to believe it was happening. Eventually, he had this delegation arrested, but they would not be jailed long, and the coup would not be stopped so easily. King Ludwig II may have had peasants on his side, but the aristocracy and the officials of his government were set against him. They saw his reckless borrowing and spending on theatrical productions and the construction of extravagant castles as indicative of the king’s break from reality as well as his negligence of duty as their sovereign. And this shirking of his responsibilities too could be viewed as symptomatic of his crumbling sanity. In fact, if he had not stayed in Neuschwanstein for so long, refusing to take the coup seriously, or even to believe it was happening, he might have successfully fought his deposition by returning to Munich and demonstrating his mental stability. Instead, he stayed in his hermitage until even his own palace staff could not justify keeping the delegation at bay. Shortly after being taken into their custody, he was discovered dead in Lake Starnberg, having murdered Dr. Gudden, the psychiatrist who had declared him insane and taken him into custody, before drowning himself. At least, that is what government officials told the press. Was Ludwig mad? Reports of his final days at Neuschwanstein, when the reality of his situation was settling in, describe his efforts to obtain poison and his numerous threats to throw himself from a nearby bridge or from the castle’s towers. Is this evidence of madness, though, or simply of despair? If he was not mentally ill, did Ludwig’s deposers actually believe him insane, or were they simply lying in order to seize his power? And if that were the case, might they have killed the king in order to protect the power they’d seized and then falsely portrayed his death just as they’d falsely portrayed his mental health?

To seriously investigate the fate of Ludwig II, we must entertain the idea that his government may have had good reason to depose him. That means taking seriously the proposition that he may actually have been unfit to rule for reasons of mental instability. In order to investigate this, we should first look to his background, as we know today that mental illness is often hereditary. So if we look to Ludwig II’s family, do we see a family history of madness? The answer is a resounding yes, and the government’s report on Ludwig’s sanity cited examples in order to demonstrate that Ludwig was not just insane but incurably so.  His aunts on his father’s side both appear to have been troubled. Princess Marie appears to have exhibited symptoms of an obsessive-compulsive disorder, insisting on always wearing white so that she could more easily spot any dirt soiling her garments and immediately change clothes if she found any such filth. One might argue that perhaps she was only fastidious, but Maximilian’s other sister, Princess Alexandra, suffered delusions that cannot so easily be dismissed. She believed that she had swallowed a glass grand piano. Rather than lock her away in an asylum, she had been shut up in a nunnery. The madness rampant in the Wittelsbach line has been attributed by some to incest, as the sexual contact of cousins which so often occurs within royal families in order to preserve the bloodline can result in neurodegenerative disorders. On his mother’s side, his great uncle, King Friedrich Wilhelm IV of Prussia, was long thought to have suffered from madness as well, though historians now suspect he was actually afflicted with cerebral arteriosclerosis. Then there was Ludwig’s own little brother, Prince Otto. At first, Ludwig and others hoped the prince’s erratic behavior was a result of nervous exhaustion, but eventually it became clear that he was suffering from the madness that ran in the family. Numerous doctors all agreed on Otto’s condition, including Dr. Gudden who would one day declare Ludwig insane without even examining him in person. Otto would be confined not in Dr. Gudden’s asylum, but rather at Nymphenburg Palace, and later at the more remote castle Furstenreid. Despite his palatial surroundings, Otto’s life became wretched, a fact that Ludwig II saw on his occasional visits. His doctors padded his room to keep him from striking his head against the walls, and his screams echoed throughout the castle day and night. Ludwig surely imagined his own confinement at Castle Berg being similar, which may help to explain his nearly immediate recourse to suicide to escape such an existence.

King Otto I of Bavaria, who succeeded his brother Ludwig II but never actively ruled due to his mental illness. Public Domain.

His deposers did more than just cite examples of madness in the family, though. They also pointed to Ludwig’s own behavior. Long had Ludwig been deemed troubled, ever since his sullen youth, when it was thought he was a bit too melancholy and disaffected. Much was made of his self-imposed isolation and the fact that he kept strange hours, only rising at nightfall and staying up all night, taking sleigh rides through the dark countryside, like he was Count Dracula. Some said he would stop in the middle of a blizzard to dine. But more than this was alleged. Servants swore that he spoke to people who were not there, insisting that places at his table be prepared for Louis XIV and XV, whom they said he conversed with at mealtime even though their chairs remained, of course, empty. In his rooms at night, they said he was heard to speak as though to another person when no one was with him, and he sometimes asked servants about people he believed were in adjacent rooms when the rooms were empty. One less skeptical than I might attempt to explain this behavior by suggesting his castles were haunted, but there is a more mundane explanation. Perhaps the servants who witnessed against him were lying. Among the claims of servants were many accounts of Ludwig’s cruelty toward them, which if true meant they might have had axes to grind. And many of the witnesses, it seems, were paid off by Prime Minister Lutz in exchange for their testimony. We know that Lutz took no chances with the other members of his government, ensuring that everyone was on his side before he commenced his coup, so it stands to reason that he screened witnesses ahead of time, and that his payments were essentially bribes for telling tales that would make Ludwig seem crazy. In fact, there are records of reports from other staff who insist Ludwig never behaved strangely at all, and those testimonies remained suspiciously absent from the government’s report.

Modern psychological evaluations tend to suggest that, while his brother Otto showed definite signs of schizophrenia, Ludwig himself appeared to be displaying the symptoms of a personality disorder, at most. Besides the supposed hallucinations, most of what was alleged amounted to eccentric behavior—slovenly table manners, outrageous rudeness, giving shocking commands that he likely did not intend to be taken seriously just to see people’s reactions, and once even inviting his favorite horse to dine at his table with him. As I will speak more about shortly, much of this behavior could be attributable to having an odd sense of humor. And if not, some further circumstances offer still other alternative explanations besides hereditary madness. Due to the king’s indulgence in sweets, he had lost his youthful good looks and become heavier, but he had also lost teeth and suffered from terrible and frequent toothaches. These tooth infections may have caused him to behave in uncharacteristic ways. For example, it was said that he only agreed so readily to offer the imperial title to his cousin Wilhelm in Prussia because he was suffering from one of these toothaches and simply couldn’t deal with the situation. Then there is the fact that he relied on drugs to ease the pain of his toothaches. His chloral hydrate habit, as well as the possibility that he may have relied on laudanum or opium to find further relief, may help to explain much of his eccentric behavior, as use of these narcotics can result in the very episodes his servants described, such as sudden fits of rage and hallucinations. Then there is the fact that some brain disease may have contributed to his changes in behavior late in life. The postmortem revealed that Ludwig’s brain was abnormally small, with unusual thickening in the frontal region, though some historians have suggested that these findings were falsified to support the government’s claims of insanity. If the results can be believed, some have attributed the brain abnormality to a youthful bout with meningitis, while others have suggested that it is evidence of syphilis. The latter theory does much to explain any degeneration of his mental state, and if it was contracted in youth from his father or his wet nurse, as has been speculated, it may also account for Otto’s mental illness. If, however, it was contracted later in life, it may have been through homosexual affairs, which itself may account for the government’s veil of secrecy surrounding his illness.

Photo of Ludwig II toward the end of his life, showing his weight gain. Public Domain.

When the government undertook to investigate and create a report on the king’s mental illness, a curious proviso was given that the investigation should not extend to his sexual affairs. Certainly there were rumors of the king’s homosexual relationships with certain figures in his orbit, as well as with the occasional servant, so for the government to exclude this element from their investigation seems to indicate that the king’s sexual orientation was something of an open secret. Of course, there had been many whisperings about Ludwig and his favorite, Wagner, but that appears to have been a different sort of relationship. Ludwig’s first and perhaps only true love was likely the young Prince Paul von Thurn und Taxis, who was married to Ludwig’s second cousin. Ludwig and Paul appear to have had a passionate affair when Ludwig was just 18 years old, a romance that would last years, only fading when Ludwig began to hear rumors about Paul’s dalliances with a variety of women. Over the course of his life, he would seek “friendship,” which in his estimation meant a very intimate same sex relationship that at least meant dressing in theatrical costumes and reciting love poetry to each other if not sexual contact. Sometimes his attentions were not met with enthusiasm, as in the case of the handsome young officer Baron von Varicourt, who felt he had to clarify to the king that his affections were “of a purely spiritual nature,” to which Ludwig took exception, demanding some explanation for why the baron felt disposed to emphasize this, for as he said, “it is a matter of course that they were of a purely spiritual nature.” Another relationship, with a young theater performer, was likewise doomed for its one-sidedness. Ludwig plucked Josef Kainz from the stage and was at first disappointed when the actor seemed stiff and nervous at their first private meeting. Afterward, Josef’s friend advised him to act in order to win the king’s favor, which he did, delighting Ludwig with a new, more confident and bold personality, like the one Ludwig had seen on stage. In return, Ludwig showered Kainz with gifts and took him traveling. Still, Josef Kainz does not appear to have felt for Ludwig what Ludwig felt for him. He was performing a part, simply trying to please the king, and the king’s night owl schedule kept him up all night, exhausted. Eventually, Ludwig tired of Kainz because he kept falling asleep and snoring. Still, it seems that King Ludwig II found many young men who did respond to his affections. Numerous were the stories of stableboys chosen by Ludwig to accompany him on sleigh rides and on trips to his hunting lodges, afterwards finding themselves assigned to some elevated duty and seen wearing pieces of extravagant jewelry the king had given them.

The king’s romantic entanglements did cause the royal family and his government some embarrassment and difficulties. Bavaria was a predominantly Catholic country, but Catholic or Protestant, conservative or liberal, few would have openly approved of his same sex relationships if they had not been cloaked as “friendships.” What was perhaps more damaging was the fact that Ludwig displayed no desire to marry, which meant there would be no heir to the throne, especially with Ludwig’s brother unmarried and confined to a padded cell. There are some reports of Ludwig’s seemingly trying to engage in heterosexual affairs, which tended to end in disaster. In 1866, he became enamored of a Hungarian actress named Lila von Bulyowsky, whom he had seen portray Mary, Queen of Scots, that other doomed monarch whom I discussed in another Royal Blood Mystery. He wrote her long letters, and Lila began to tell friends she was in love with the still handsome and dashing king. One night, Ludwig invited Lila to Hohenschwangau, and they ended up in his royal chambers, on his bed, where Lila read poetry to him. He confessed to her that he sometimes thought of her at night, in bed, and kissed his pillow. Understandably, she responded by leaning in for a kiss, but Ludwig shrieked in horror and cowered away from her in a corner. Lila tried assuring the king that she loved him, but Ludwig merely fled the room, and Lila left the castle in anger, declaring the king “as cold-blooded as a fish!” The next year, Ludwig settled on a marriage with his cousin, Princess Sophie, not because he was entranced with her, but because she shared his love of Wagner’s operas. He kept up appearances for most of a year before canceling the wedding, stating that he did not truly love her and she deserved love. The king appears to have felt great guilt and terrible self-loathing because of his sexual orientation. A few years after his failed engagement, he began to keep a journal, which for years after his death was hidden by family members but eventually came to light in the 1920s. In it, he made cryptic, almost coded entries that were actually records of every sexual fantasy he had, every time he touched or kissed or embraced another man. He wrote them as reminders of his failure to resist temptation, and at the conclusion of each he would swear that it would be the last time. The result is a record of the king’s sex life as well as of his tortured psyche. It stands as clear evidence, not of the king’s madness, but of his depression and the further contributing factors that may have driven him to suicide that night on Lake Starnberg.

Ludwig II and his fiancée Duchess Sophie in Bavaria in 1867. Public Domain.

But can we even accept as true the claims that Ludwig II was suicidal? We certainly have the statements of some close to him in those final days who said he asked that poison be obtained for him, that he spoke philosophically of the immortality of the soul, that he was giving away money as a kind of parting gesture, that he asked for the keys to the tower or threatened to throw himself from a nearby bridge into the waterfall below. But how many of these reports can be taken at face value? We have already discussed the bribery that government officials used to get the stories they wanted from servants, and others were eager to maintain their positions in the forthcoming regime. Perhaps in answer to this question, we should ask whether or not Ludwig was violent and capable of murder, since this version of events has him killing Gudden before killing himself. In fact, there were numerous incidents in Ludwig’s life that do indicate his propensity toward violence. As a boy, he was no stranger to death, having once watched in horror as his military instructor suffered a seizure and fell from a mountainside to his bloody demise. And he seems to have been fascinated from an early age with the notion of ordering an execution. He was once caught threatening to behead his brother Otto, whom he had tied up. Once king, he seems to have relished ordering violent punishments for minor infractions. For such small offenses as looking at him, or leaving a room with their heads raised, he had ordered servants to be whipped, or skinned alive, or even killed, though such punishments were never actually carried out, and it is unclear how serious the king might have been in ordering them. Once, he pulled a gun on an official who was briefing him and calmly told him to continue while he waved the firearm at him. He seemed to think it was funny, and it’s unclear how many of these incidents represent a morbid sense of humor, or his autocratic attitude toward governing revealing itself in an exaggerated pronouncement meant only to frighten someone who had displeased him. He was, however, known to lash out at some of the servants who angered him, striking them with a fist or kicking them. In fact, once, an outrider in his guard did something equally trivial to upset him, and Ludwig beat him quite badly, so badly, in fact, that within a year he had died, it was believed, because of internal injuries the king had inflicted on him in his fit of rage. If this is any indication, it does seem that Ludwig was capable of killing Dr. Gudden, who had enraged him far more than any servant ever had, that rainy night on the lake.

When King Ludwig II and Dr. Gudden were discovered dead in Lake Starnberg, some at first believed it had been an accidental drowning, occasioned by the king attempting to escape by wading out into the lake. However, the scene did not support this presumption. The water was only deep enough to reach the king’s knees. While this theory maintained that he had been drunk, and his feet becoming caught in the stones on the bottom may have caused him to trip and drown, this simply doesn’t account for Dr. Gudden, who surely would have saved the drowning king. Alternatively, some have suggested that Dr. Gudden had chloroformed the king to stop him from escaping, which then resulted in the king drowning, and these theorists suggest Dr. Gudden, in his panic over accidentally killing the king, then dropped dead of a heart attack. But Dr. Gudden’s feet were still on the shore, and his face, covered in scratches, cuts, and bruises, was in the water. The best explanation appears to be that the king overpowered Gudden and thrust his face violently into the water to drown him, in the process wounding the doctor’s face on the shoreline rocks. Then the king would have been free to wade out into the lake and lay down to purposely drown himself. Despite some officials attempting to strengthen this version of events by claiming there were strangulation marks on Gudden’s neck, the evidence from the scene was strong enough and needed no embellishment. Nevertheless, those who believe Ludwig was murdered would point out that all of this evidence comes to us from the very government that wanted Ludwig out of the way. Ludwig remained a clear threat to the Lutz regime. Before being taken into custody, Ludwig II had released a statement to his subjects, the people of Bavaria generally, many of whom still adored him, especially the peasants, which ended with a clear call to arms: “…let this appeal be a reason to My People to help Me defeat the plans of the traitors in arms against Me.” As long as Ludwig lived, there was the possibility he could prove his sanity or escape and be restored by force. It is clear that his uncle Luitpold and Prime Minister Lutz had no intention of reevaluating the king’s sanity after a year, as would be customary. Instead, in their secret meetings, they spoke of the king’s incurable illness and made their plans to confine him for the remainder of his life, just like his brother. Thus Lutz’s decision to keep the king at Castle Berg instead of a more remote and secure castle, and Gudden’s choice to allow him to walk beside the lake without guards to accompany him, reeks to many like Ludwig’s captors were purposely making him vulnerable to assassination.

Portrait of Johann von Lutz, the man who dethroned Ludwig II. Public Domain.

Supporters of the murder theory suggest it is suspicious that the postmortem makes no mention of water in Ludwig’s lungs, and speculate that the fact he was found floating proves that his lungs were not full of water. Beyond this speculation, they point to evidence that appeared years later. A physician, Rudolph Magg, who supposedly examined the king’s body before it was sent to Munich is said to have made a deathbed confession that he had falsified his report at the government’s insistence, and that he’d actually seen a bullet wound in the king’s back. The king’s fisherman, Jakob Lidl, left behind a diary that claimed he had been waiting to rescue the king in a boat and had watched as the king was shot while trying to escape. In 1967, art historian Siegfried Wichmann encountered a canvas on which were sketched the portraits three men, the king’s personal physician, Dr. Schleiss von Löwenstein, on the left, an intimate companion of the king, Richard Hornig, depicted weeping on the right, and in the center, what appeared to be Ludwig II’s corpse. Wichmann authenticated the sketch as the work of the painter Hermann Kaulbach, presumably rendered at the scene of Ludwig’s death. Wichmann believed the sketch depicted blood coming from the corners of Ludwig’s mouth, which he says proves he did not drown. Wichmann then went on to purchase some books from the estate of Dr. von Löwenstein, and astoundingly, he claimed to find a handwritten note in one book revealing that Löwenstein, Hornig, and Kaulbach had gone to Castle Berg to check on the king and discovered Dr. Gudden stanching the blood from the king’s bullet wounds. According to the note, Gudden had rushed at them with a syringe, and Hornig had strangled him. Knowing that the truth of the murder would be covered up, Löwenstein asked Kaulbach to sketch the bleeding king. And finally, in 2007, a Munich banker named Detlev Untermöhle signed an affidavit asserting that fifty years earlier, he and his mother had visited Countess Josephine von Wrba-Kaunitz, and that during coffee and cake, the Wittelsbach Countess had produced her favorite conversation piece, a gray Loden coat. In a conspiratorial undervoice, she told them that this was the coat Ludwig II had worn the night he died, and then she showed them the two bullet holes in its fabric.

Now what are we to make of all this? Let us take each claim individually. First, it is not exactly true to claim that drowned bodies do not float. This depends on the qualities of the water, as well as on whether or not putrefaction has begun to release gasses. Of course, putrefaction would not have already set in to this degree when Ludwig was discovered, but it also must be remembered that he died in extraordinarily shallow waters. So perhaps he was not floating so much as still visible above the surface when he was found. The deathbed confession of Rudolph Magg sounds damning, until one discovers that it was supposedly a written confession, and was only rumored to have been seen and has never actually been confirmed to exist. Likewise, Jakob Lidl’s diary page has since disappeared. While it is true that photos of it still exist and handwriting experts have confirmed its authenticity, the fact that the original can no longer be examined causes some doubt. Then there’s the coat that Countess Wrba-Kaunitz liked to show her guests, which, if it existed, was destroyed in a 1973 house fire. But even if it did exist, it might have simply been a coat with holes in it that the Countess had spun tales around. As for the discoveries of Siegfried Wichmann, it is rather hard to believe that Wichmann stumbled onto not only the amazing portrait but also the secret note, both of which he conveniently authenticated himself. But even if the portrait were authentic, the supposed blood from the corners of Ludwig’s mouth might be intended as shadows, or may represent some artistic embellishment, or may even have been added after the sketch’s discovery, perhaps even by Wichmann himself. In the end, all the evidence for murder fails to stand up under scrutiny, but so too do the witness statements and reports that comprise the evidence for Ludwig’s suicide. It may be that we shall never know what happened on Lake Starnberg with any certainty, unless the Wittelsbach dynasty submits to having Ludwig’s body exhumed for a modern inquest. As of now, though, this request has consistently been refused, which is enough to keep the conspiracy theory fires burning in perpetuity.

Sketch depicting Ludwig’s doctor and friend seeing his corpse, discovered by Siegfried Wichmann and claimed to have been sketched in the presence of Ludwig’s body. Reprinted from The Epoch Times, image may be subject to copyright.

Further Reading

Blunt, Wilfrid. The Dream King: Ludwig II of Bavaria. Viking, 1970.

King, Greg. The Mad King: A Biography of Ludwig II of Bavaria. Birch Lane Press, 1996.

Förstl, H., et al. “Ludwig II, King of Bavaria: A Royal Medical History.” Acta Psychiatrica Scandinavica, vol. 118, no. 6, Dec. 2008, pp. 499–502. EBSCOhost, doi:10.1111/j.1600-0447.2008.01269.x.

Freckelton, Ian. “The Deaths of King Ludwig II of Bavaria and of His Psychiatrist, Professor von Gudden: Warnings from the Nineteenth Century.” Psychiatry, Psychology & Law, vol. 19, no. 1, Feb. 2012, pp. 1–10. EBSCOhost, doi:10.1080/13218719.2012.658741.

McIntosh, Christopher. Ludwig II of Bavaria: The Swan King. I.B. Tauris, 1982.

Neumann, Conny. “Was ‘Mad’ King Ludwig Murdered?” Der Spiegel, 11 July 2007, www.spiegel.de/international/germany/fresh-doubt-about-suicide-theory-was-mad-king-ludwig-murdered-a-515924.html.

The Fate of Ludwig II: Part One - The Fairytale King

Neuschwanstein castle, a grand magical-looking castle of white spires jutting above the benighted Bavarian forests, was brightly illuminated at midnight, June 11th, 1886, when the psychiatrist Bernard von Gudden arrived along with some others, commissioned to take Ludwig II, the young Fairytale King, into custody. Just the day before, it had been declared in Munich that the king was insane and unfit to govern, and the regency of Ludwig’s uncle Luitpold was proclaimed. Some officials had previously tried to take the king into custody, and they had been driven away and jailed. Now, however, the king was trapped within the walls of Neuschwanstein; what had once been his fantastical refuge from the real world had been transformed into his prison. Gudden and his men confronted and surrounded Ludwig in a corridor as he passed on his way to a tower, perhaps intending to leap to his death. The once dashing young king, now turned corpulent and misanthropic, looked darkly from one man to another. “Majesty, this is the saddest task that has ever fallen to my lot,” Gudden said, as they conducted the king to his chambers to pack some things. “How can you certify me insane without seeing me and examining me beforehand?” Ludwig demanded. “…as an experienced neurologist, how can you be so devoid of scruple as to make out a certificate that is decisive for a human life? You have not seen me for the last twelve years!” The evidence, Gudden assured him, was overwhelming. Ushering him into a carriage from which the interior handles had been removed, the commission drove through the night, eight hours, to Castle Berg, on Lake Starnberg, a residence at which the king often lodged when business called him to Munich rather than staying in the city proper. In his bedroom, holes had been drilled in the doors to listen to any conversation Ludwig might have with servants, in order to discourage the planning of escapes, and bars were installed in his window. King Ludwig was nervous and paranoid, asking constantly about the nurses and orderlies assigned to him, suspecting that they may be Prussians or Jesuits that wished to assassinate him. He did indeed have many enemies. On a walk with Ludwig along the shores of Lake Starnberg soon after the king’s installation there, Dr. Gudden assured him the staff meant him no harm and bade the men to follow at a farther distance to ease the king’s mind. As the walk seemed to calm the king, Gudden promised to take another walk with him that evening, and Ludwig stubbornly held him to that promise despite a torrential rain. Gudden directed the orderlies to stay behind, so as not to disturb the king further. When the two men did not return, the lake was searched, and the dead bodies of both Dr. Gudden and King Ludwig II were discovered. What exactly befell the men remains an enduring historical mystery. Did Ludwig II murder Gudden and drown himself? Or were his fears of assassination warranted and even prophetic?

To understand the tragic figure of Ludwig II and his fate, we must look first to his youth, when already we can see the seeds of his downfall. He was born a Wittelsbach, of a royal line that had ruled in Bavaria ever since Emperor Friedrich Barbarossa had installed his ancestor as duke there in 1180. He was the latest in a series of Ludwigs, from Ludwig the Bavarian, who’d assumed the title of Holy Roman Emperor in 1328, to his grandfather, King Ludwig I of Bavaria. In fact, as a newborn, he’d been given the name Otto, but as he’d been born on his grandfather Ludwig’s birthday, which also happened to be the feast day of St. Ludwig, the king requested his grandson’s name be changed, and thus he became Ludwig II, a child on whom hinged the future of Bavaria. But regardless of the high hopes for him, young Ludwig was denied the affection that he yearned for as a child, as was common among Victorian-era royalty. He was raised in isolation, with strict rules that led to beatings if he did not meet very high expectations. It is not surprising, then, that even at an early age, Ludwig was given to brooding and a melancholy disposition. This temperament, and his preference for solitude, can be seen as one of the factors that would eventually lead to his government declaring him insane. And another, his obsession with theater and fantasy, can also be traced back to his youth. Alienated from the cold court life surrounding him, Ludwig took refuge in a world of romantic legend, of Teutonic knights and ancient gods, whose legends were connected with the grand castles in which he lived. In Hohenschangau Castle, a palace on a hill overlooking Lake Alpsee, young Ludwig gazed at paintings depicting some of the medieval German romances he loved, such as Lohengrin, the Swan Knight, and Parzival on his Grail Quest. This preoccupation with German legend—which prefigured in many ways the obsessions of Heinrich Himmler and other Nazis in the next century, although seemingly far more innocent—would eventually lead Ludwig to financial ruin and the loss of his throne because of reckless spending in his effort to build ever grander and more fantastical castles in which to escape his kingly duties. His fixation on these romantic fantasies would also cause him to devote himself too entirely to patronage of the theater and opera, and specifically the composer Richard Wagner, who had already brought to life Lohengrin, the Swan Knight, and with Ludwig’s patronage would later bring Parzival and other epic German legends that Ludwig loved, such as the Ring of the Nibelungen saga, to the stage. His adoration of Wagner, and the privilege that the composer enjoyed as the king’s favorite, would be the very first scandal that weakened the young king’s position among the Munich aristocracy who would eventually topple him from the throne.

Hohenschwangau Castle, where a young Ludwig II developed his obsession with medieval romance. Image credit: José Luiz, licensed under the Creative Commons Attribution-Share Alike 4.0 International license.

After a brief illness early in 1864, King Maximilian II passed away, and Ludwig II, a tall, strikingly beautiful youth of 18 years old, with dark hair and intense dark blue eyes, took the throne. Among his very first acts as King of Bavaria was to dispatch an agent to find the composer Richard Wagner and extend him an invitation to compose his operas in Bavaria, where he would be awarded a generous stipend and be installed in lavish lodgings. Wagner at the time was deeply in debt and hiding from his creditors, despairing for his career and his life. It is no exaggeration to suggest that, if not for the young king’s intervention, many of Wagner’s most famous works would never have been written or performed. The two men met, and Ludwig expressed to the composer his undying love for his works and his intention to subsidize the writing of his works and make possible the lavish productions of all his operas. They established a correspondence that read more like love letters than anything else, and given young Ludwig’s latent homosexuality, about which I will have more to say later, it is not out of the realm of possibility that Ludwig entertained some romantic notions about the composer before coming to know him. However, despite the rumors that afterward developed, it seems clear that Ludwig was more enamored with the artist than with the aging man himself, and it seems quite apparent that Wagner was purely interested in the king as a patron and a devotee. Indeed, during their decades-long friendship, Wagner’s heterosexual exploits would lead to a scandal that would cause no small amount of trouble for the king. During the summer of 1864, only a few months after establishing himself as the new king’s favorite, Wagner asked some friends to come and visit him. A Prussian conductor, Hans von Bülow, and his wife Cosima, accepted his invitation, and before long, Wagner was living with them in a ménage-a-trois arrangement, with von Bülow, having been promised the job of conducting Wagner’s planned works, looking the other way as Wagner took his wife as a mistress. The scandal of Wagner’s personal affairs became ever more newsworthy when they coincided with massive grants from the royal treasury, which happened in 1865 when Wagner finagled 40,000 gulden out of Ludwig and sent his mistress to fetch it for him. Munich newspapers had something of a field day over it, reporting more and more on Wagner’s unseemly relationship with von Bülow’s wife and his seeming power over the king, to the point that Wagner even challenged one newspaper editor to a duel if he did not print an apology. To many in Munich, a predominantly Catholic city, Ludwig lavishing money and gifts on a foreign entertainer who flouted their traditional social norms recalled another scandal, still recent in the memory of many, that had led to the downfall of Ludwig’s grandfather and namesake.

Ludwig I had been a devoted patron of the arts as well. He transformed Munich into a German cultural showcase, with paved squares, grand marble gates, triumphal arches, elaborate statues, and massive architectural monuments. Ludwig I, however, had paid for this by being frugal with his stipend and only sparingly drawing on the royal treasury. His downfall came not from his building projects, as some would argue his grandson’s would, but rather from a woman whose beauty he could not resist. He was a connoisseur of beauty, commissioning portraits of every beautiful woman he met and keeping them in a hall to gaze upon at his leisure. One of these beauties was Lola Montez, an Irish woman claiming to be descended from Spanish nobility who had performed across Europe as a flamenco dancer. She came to Bavaria at a time when the Jesuits had entered the political realm and taken control of the government against the liberal king’s preferences. King Ludwig took Lola Montez as his mistress and lavished her with gifts such as an extravagant annual income and a mansion, and he even demanded that she be awarded a noble title, despite being foreign-born. The Jesuit government pushed back, demanding that the king banish Lola Montez, and King Ludwig I responded by firing the entire government, first by sacking the Prime Minister, then by dismissing everyone in his Cabinet, and finally by shutting down the current session of his parliament. This put the nobility on the Jesuits’ side, and while the king was setting up a new government, they raged over Lola Montez’s continued presence. Catholics threw stones at her when they saw her in the street. Once, during this scandal, a group of drunk students gathered outside her mansion to shout at her, and Lola trolled them by appearing on her balcony and toasting them with champagne. In retaliation, the king closed down the university for a time, fired all its Jesuit professors, and kicked the offending students out of school. When even his new government once more insisted Lola Montez be expelled from Bavaria, Ludwig I dissolved parliament entirely and ordered his army into the streets to maintain control. Only when a civil war or a coup seemed unavoidable did Ludwig I relent, sending Lola Montez away. Shortly thereafter, amid the revolutions of 1848, he abdicated his throne. Some 20 years later, many in Munich grumbled that his grandson Ludwig II was heading in the same direction.  Opposition to Wagner’s position as the king’s favorite heated up and grew ever more political and public, through anonymous articles in newspapers. To Ludwig II’s credit, he didn’t let it go so far before he exiled Wagner to put an end to the scandal. Nevertheless, the king continued to correspond with and give money to Wagner even while his favorite lived in Switzerland, dutifully writing the operas that Ludwig II had commissioned from him. Nevertheless, scandals persisted, as Wagner fathered a child with the still married Cosima von Bülow, and as he published a series of articles in a Bavarian newspaper that, while praising Ludwig II, heaped scorn on the Catholics and Jesuits in government. Finally done with Wagner’s antics, Ludwig terminated the publication of his articles. Wagner would remain in exile, their relationship pared down to more of a business arrangement, as Wagner’s forthcoming works would, by their contract, belong to the king. While they remained effusive in their correspondence, the true character of their relationship had suffered its final blow. The press and the public might further criticize Ludwig for continuing to pour funds into lavish productions of Wagner’s works, which he felt he could not live without, and later for subsidizing the building of an opera house in Bayreuth for the purpose of staging Wagner’s finally complete Nibelung cycle, but he would no longer give his critics fodder by keeping Wagner as his favorite—a wise and, one might say, sane decision.

Portrait of Ludwig II and his favorite, opera composer Richard Wagner. Public Domain.

Among Ludwig’s costly pet architectural projects, the rather plain wooden Bayreuth Festival Theater was by far the least ostentatious, and by design, for Wagner did not want ornate décor distracting from the stage production. To complete the illusion, Wagner also invented the first sunken orchestra pit, an innovation that would become standard by the end of the century. But Ludwig was rather more given to grandiosity in the projects he oversaw. Neuschwanstein Castle, built on the ruins of two medieval castles, was constructed to give Ludwig a private retreat into the Teutonic Middle Ages of Wagner’s operas. After that, he undertook twice to build his own version of Versailles Palace, once in miniature at Linderhof Palace, and next according to Versailles’s own plans on an island in the Chiemsee lake, even going so far as to reproduce and even outdo Varsailles’s famous Hall of Mirrors. This last fairytale castle, Herrenchiemsee, as well as his beloved residence Neuschwanstein, remained incomplete by the time of his death. Certainly the fact King Ludwig found himself 14 million marks in debt and subject to lawsuits by his creditors had much to do with his government’s vote of no confidence in him, but it wasn’t only his personal finances. To those in Munich, Ludwig’s fairytale castles represented the culmination of Ludwig’s lifelong flight from his kingly responsibilities. He had always preferred his hunting lodges and rural castles to life in Munich, such that, when it was absolutely required of him to be in Munich on royal business, he would only come so far as Castle Berg, on Lake Starnberg, where one day he would be found dead. At about 25 kilometers from Munich, he felt this was close enough that his officials could come to him. So loath was he to attend public functions, at which the aristocracy would stare at him and want to speak with him, that he despised going to public productions of even his favorite Wagnerian operas, preferring to attend their dress rehearsals or even to spend extravagantly on private productions staged only for him. Wagner’s critics of course blamed the king’s isolation on Wagner’s pernicious influence, but their letters show that Wagner often pleaded with Ludwig to make the appearances that the public expected of him. In fact, Ludwig’s alienation appears to have developed rather organically from his youth, when he grew used to his seclusion and came to prefer remaining aloof. His indifference to the performance of his royal duties went so far he established a means of indirectly communicating to all of his officials through a “Cabinet Secretary,” a post which some argued was unconstitutional. This self-imposed separation of the king from the mechanism of government would later enable his government to turn against him, but before that, it would test his ability to govern during a series of diplomatic and military crises that would result in a disastrous loss of autonomy for Bavaria and a humiliating loss of clout for Ludwig II and the Wittelsbach dynasty.

It seemed all the crises that Ludwig II faced were the result of the actions of the ambitious Otto von Bismarck, the Minister President of Prussia, who famously declared that the political concerns of the day must be resolved with “iron and blood.” First, the troubles centered around the duchies of Schleswig and Holstein, which had been a matter of some conflict between Denmark and the German Confederation, especially Prussia. When Ludwig took the throne, inheriting a policy of moderation and independence for Schleswig-Holstein, Prussia and Austria were waging war, and defeating Danish forces. During the following peace conference in London, Ludwig had ordered his emissaries to demand Schleswig-Holstein independence and was so roundly ignored that he lost what little fire for the Schleswig-Holstein question that he could summon. Within a couple years, the question of who controlled the two duchies became a conflict between Prussia and Austria. King Ludwig II was, quite literally, caught in the middle, as Bavaria lay between Prussia and Austria. While he wanted to remain neutral in the conflict, that proved impossible, so he pledged support to Austria. But when the time came to mobilize Bavarian forces against Prussia, Ludwig refused, saying he’d rather abdicate. Only Wagner was able to talk him out of this decision with a pleading letter. As the Seven Weeks’ War commenced, Ludwig sulked at his castle on Lake Starnberg, refusing even to visit his troops. The final humiliation came when Prussia defeated Austria, forcing Ludwig to cede territory and funds to Prussia and sign a treaty pledging military support to future Prussian campaigns. Four years later, Bismarck held him to it, forcing Ludwig to honor the treaty and commit troops to Prussia’s war with France. Prussia’s success in the Franco-Prussian War then paved the way to German unification and the Second Reich. German unification was something Ludwig wanted, but not under Bismarck and the Hohenzollern King Wilhelm I, his own cousin. To illustrate how this turn of events humiliated Ludwig, Wilhelm at first decided he would keep the title of king, which meant Ludwig II would have been reduced to a duke. Eventually, Wilhelm settled on Emperor, leaving Ludwig his title, but not much left of his dignity. This political situation helps us to further understand why Ludwig seemed so fearful, when taken to Castle Berg, that Prussians were out to get him.

A depiction of Bismarck at The Battle of Königgrätz during the Seven Weeks’ War between Prussia and Austria. Public Domain.

Once Ludwig II had been committed into Dr. Gudden’s care, or given into his custody, if you prefer, and once Gudden had hauled the deposed king out of his fairytale castle and back to Castle Berg, Ludwig expressed fear not only that Prussians might be enacting an assassination plot against him, but also Catholics, or more precisely, Jesuits. As we have seen, there was a long history of Jesuits and Catholics opposing and undermining Wittelsbach rule in Bavaria, going all the way back to Ludwig’s grandfather during the Lola Montez affair. Moreover, around the Jesuits had formed for centuries an elaborate conspiracy myth comparable to that surrounding the Templars, the Freemasons, and even the Jews. While on the right, many saw Enlightenment philosophes and revolutionary societies as the bogeymen, on the left, it was the Jesuits. But Ludwig had real, and not just paranoid, reasons to suspect that Catholics bore him ill will. In 1870, the power-hungry Pope Pius IX declared a doctrine of papal infallibility. This doctrine threatened to give Rome absolute political power in any Catholic kingdom, for if the Pope were infallible, then how could any king disagree with or disobey his pronouncements? Meanwhile, a conservative Catholic and principally Jesuit political faction, called the Patriots’ Party, had managed to take control of the Bavarian legislature. Johann von Lutz, Ludwig’s minister of justice and culture, fought the declaration of papal infallibility in Bavarian churches, and the Jesuits retaliated by working to dethrone Ludwig. Ludwig, who was already helpless to stop the weakening of his position as a result of the larger German political reality, did not take kindly to this further affront against his authority. He had been raised to believe that he was a ruler by divine right, which had led him to develop an autocratic view of power and an imperious attitude. Once when he was a child, his brother Otto made a snowball and showed it to him, and Ludwig snatched it from him. When his attendant chided him for it, Ludwig responded, “Why can’t I take the snowball? What am I Crown Prince for?” Now, with Jesuits just the latest to encroach on his power, he lashed out like a despot, expelling all Jesuits from Bavaria. While he was sometimes known to threaten abdication when he didn’t get his way, his response to the Jesuit threat to his power shows just how quick Ludwig was to retaliate against those who sought to take the throne from him. Considering this, during his final walk in the pouring rain along the shore of Lake Starnberg, it would perhaps have been no surprise to find Jesuit assassins lurking in the reeds, but neither would it have been any great surprise for Ludwig to have taken this opportunity to lash out violently against Dr. Gudden, whom he saw as his traitorous captor.

After dealing with the Jesuit menace, Ludwig II seems to have lost whatever remaining interest he had in governing. He made Johann von Lutz, the minister who had helped him fend off the Jesuit threat, his prime minister, and he further arranged for the government to function autonomously, so that he could forget affairs in Munich entirely, spending all his time on his architectural projects and enjoying Wagner’s operas at Beyreuth or in the privacy of his own grand country castles. He no longer even bothered to stay at Berg during sessions of the legislature, and it was this further estrangement from the seat of his power that would eventually allow Prime Minister Lutz, himself a ruthless power schemer, to turn the aristocracy and the legislature entirely against him in the end, effecting what can only be called a coup. Ludwig’s disaffection with Munich and his government should not be construed as disinterest in being a king. Far from it, Ludwig’s entire sense of himself, his identity, was inextricable from his belief that he was a divinely ordained ruler of men. More accurately, his disdain should be seen more as a disillusionment with the reality of modern kingship. He would have much preferred to rule as the kings of his fairytale legends did, from afar, amidst wealth and splendor, occupying himself not with the interminably boring matters of statecraft but rather spending his time appreciating art and literature, for he saw himself as above such practical business. This was why he so loved living in the country at his remote castles. During his regular carriage and sled rides, he was greeted by peasants who loved him and worshipped him in passing as he felt he ought to be worshipped. So greatly had the reduction of his influence in Germany affected this sense of himself that he even tried to set in motion a plan to found some new kingdom in a foreign land, which he could rule as the benevolent and aloof autocrat he imagined a king should be. This endeavor, however, came to nothing. This sense of his own importance and superiority certainly lends weight to the reports that, after the reality of his situation set in during the coup, he was considering suicide. He simply could not bear the idea of falling from the great heights of power to such low depths. “I am going to be precipitated from the highest position a man can occupy in the world to the lowest depths,” he told his valet. “I shall not bear it; life would be worthless afterwards. . . .”

A photo of Ludwig II’s beloved architectural project, Neuschwanstein, as it was under construction during the year in which he died. Public Domain.

We must take care not to presume, however, that Ludwig II’s suicidal comments prove that his death was a suicide. The king was well known to make dramatic statements that he did not mean and even to give shocking commands that it appears he never intended to be carried out, as I will discuss in Part 2 of this series. Instead, we must look to the evidence at the scene, when his body was recovered. We must consider the alternative, that he was actually assassinated, and that Castle Berg, which had been chosen last minute over some more secure locations as the place to hold Ludwig, had been selected precisely because the king would be vulnerable there. The corpses of King Ludwig and Dr. Gudden were found in the waters of Lake Starnberg, their feet embedded in the stones of some shallows. Dr. Gudden’s body showed signs of a struggle, with scratches and cuts all over his face, and his fingernails torn. However, Ludwig was without a mark on him, though there was a “tyrannical expression” frozen on his face, according to the doctor who tried to resuscitate him, an expression later described as an “insane smile.” Despite rumors that he’d been assassinated or that he’d drowned in an escape attempt, the new Bavarian government declared he had murdered Gudden and then killed himself, and this has remained the most popularly believed scenario, supported by the available eyewitness reports. However, exaggerated reports of strangulation marks have falsely perpetuated the idea that this version of events was proven beyond doubt. Since then, other claims have surfaced, so to speak, suggesting that a portrait painted of his corpse can prove he was not drowned, that shots were heard on Lake Starnberg that night, and that the king’s coat, long missing after his death, eventually turned up with two bullet holes in the back of it. As we may ask of Ludwig’s lungs, do these stories hold any water? Can they be believed? And what can we determine today of Ludwig’s mental health? Might those who deposed him actually have been justified in their actions? We will go deeper into the mystery of the Fate of Ludwig II in part two of this series.

Further Reading

Blunt, Wilfrid. The Dream King: Ludwig II of Bavaria. Viking, 1970.

King, Greg. The Mad King: A Biography of Ludwig II of Bavaria. Birch Lane Press, 1996.

McIntosh, Christopher. Ludwig II of Bavaria: The Swan King. I.B. Tauris, 1982.

UFO Disinfo: Part Three - The Bennewitz Deception

In the early 1970s, ranchers across numerous states began to report their concern over a rash of cattle deaths that they believed to be unusual. This wave of mutilation, as it has been called, to use a phrase immortalized in song by the Pixies more than a decade later, came to develop specific indicators. These were not typical cattle deaths due to illness or predation. The cows were often said to have been the most healthy specimens of a herd, found dead overnight, their carcasses drained of blood, soft tissue organs like ears, eyes, udders, genitals and anuses cored from their bodies, with incisions uniformly described as surgically precise, and little sign of the typical scavenging these seasoned ranchers would typically expect to occur. Many believed these mutilations were the work of cultists, sneaking onto their properties at night to make ritual sacrifices and collect blood for their Luciferian ceremonies. Stirrings of the Satanic Panic had already begun to grip the country, and these ranchers had taken to patrolling their properties in armed posses. Blame soon shifted, however, when it was noted that no tracks, from animals, shoes, or tires, tended to ever be present around mutilation sites, and when sightings of strange lights in the sky, sometimes specifically identified as helicopters but described as eerily quiet, began to be associated with mutilation waves. Rather than witches and devil worshipers, the ranchers and local law enforcement investigating the mutilations began to whisper about aliens, or clandestine government experiments. With ranchers now arming themselves against the government and UFOs, and in some cases firing potshots at aircraft that flew over their properties, the story broke across the country through the Associated Press newswire and in pieces printed in major national magazines like Newsweek. No longer able to dismiss the phenomenon, and seeing in it something of the mass hysteria the Robertson Panel had predicted back in the 50s, more than one major investigation was conducted, by various state authorities, Fish and Wildlife, the ATF, and the FBI. These relied on expert analysis by academics of carcasses in necropsies performed at institutes of higher learning, and the consensus emerged that these cattle mutilations were indeed natural and explainable. These animals had died from any number of reasons, such as disease or animal attack, and only appeared to be drained of blood because blood had settled in their carcasses, or pooled on the ground and been consumed by scavengers and insects, as well as dried by the sun. The cored soft organs had been the work of blowflies and vultures, which pecked at the softest parts in order to get at the interior of a carcass. And what appeared to be surgical cuts were simply the splitting that occurs when carcasses stretch as they bloat. But some other investigators believed these official investigations were not examining true cases of cattle mutilation, which they said tended to cease whenever a large-scale investigation began. The findings of private investigations, on the other hand, still tend not to indicate E.T. but rather earthly culprits. Earlier state-level investigations claimed to have found evidence of the cattle having been tranquilized and treated with anti-coagulants. One newspaper reported that a Colorado sheriff had discovered a military style bag containing a scalpel, surgical gloves, and a bull’s penis at one mutilation scene. A New Mexico highway patrolman and a retired scientist claimed to have identified markings on cattle that could only be seen under ultra-violet lights, as well as rope marks and broken bones, indicating they had been marked and airlifted somewhere for experimentation before being dropped back onto their range—using decidedly human technology. One theory that has since been put forth is that these cattle were being covertly studied to determine the spread of radiation from local nuclear test sites, a theory that recalls the Villas Boas incident shared in the last installment, with silent helicopters posing as UFOs and abducting test subjects—remember Villas Boas’s vomiting and lesions, which sound an awful lot like radiation poisoning. Another theory developed by biochemist and paranormal researcher Colm Kelleher suggests that the mutilations may have represented a secret effort to discover how far the unusual pathogens that cause Mad Cow disease might have spread through the country’s beef supply. But still, when one hears cattle mutilation, one tends to think aliens, and perhaps that’s by design. One of the most well-known investigators into the topic is journalist Linda Moulton Howe, whose 1980 documentary on the subject, A Strange Harvest, won her a regional Emmy. She has since made a career out of insisting that extra-terrestrials are behind not just the cattle mutilation phenomenon, but crop circles, and of course, UFO sightings and abduction claims. Howe’s success earned her a deal with HBO for a UFO documentary, and it also brought her the attention of the Air Force Office of Special Investigations. An agent of the AFOSI, Richard Doty, invited her to Kirtland Air Force Base, where he confirmed that, indeed, aliens do exist and that the U.S. government had been in contact with them. He showed her official looking documents that outlined mankind’s contact with aliens at Roswell, the existence of a living extra-terrestrial survivor of the crash there, and the mind-bending revelation that these aliens had genetically engineered humanity and sent spiritual leaders like Jesus Christ to guide us in our evolution. Doty promised her footage of UFO crashes and landings, of aliens both deceased and living, and he suggested he might be able to arrange a meeting between Howe and this extra-terrestrial guest of the government. However, as the government seems to have done in the past to other filmmakers—as detailed in my recent patron exclusive—they never made good on their promises, and HBO canceled Howe’s project. Richard Doty denies that this meeting ever occurred, but if you know anything about Richard Doty, you know not to believe much of what he says. He certainly was an agent of the AFOSI, though, and we know that, at the Air Force’s behest, he had shared the very same falsified documents described by Howe with other UFOlogists, encouraging them to believe the same outlandish and fanciful tales, even if it broke their grip on reality.

Linda Moulton Howe documenting the cattle mutilation phenomenon. Photo by Mark O’Kane. Accessed via IMDb. Image may be subject to copyright.

*

In Part One of this series, I spoke about the Roswell incident, and how it did not become a mythical episode in UFO lore until far later. There was some flap about the original Army Air Force intelligence office’s press release stating they had recovered a “flying disk.” It was, after all, the height of the Summer of Saucers, but the retraction that followed hot on the heels of this press release, which included photos of the less-than-impressive debris and identified it as a weather balloon really did settle the matter for more than thirty years. It wasn’t until 1979, when a high school teacher named William Moore made it into the myth it is today. Bill Moore taught French and Russian for more than a decade in Pennsylvania before moving to Minnesota to teach English at a Twin Cities high school. In his spare time, he pursued writing, with a special interest in UFOs. Some initial investigative pieces for the National Investigations Committee On Aerial Phenomena (NICAP) led to Moore’s co-authoring of The Philadelphia Experiment in 1978, a poorly supported account of the supposed disappearance of a U.S. Navy destroyer escort. Moore’s book relied entirely on rumor rather than direct eyewitness reports, and came to the dubious conclusion that the ship’s disappearance was the result of experimentation with a top secret cloaking technology, but despite its faults, it earned him a reputation as a spinner of credible-seeming paranormal accounts. Thereafter, while on the book promotion circuit, he met Stanton Friedman, a former nuclear physicist turned professional UFOlogist who over the course of his long career would be both praised for his scientific approach to the investigation of UFOs and criticized for his credulity and his fallacious arguments from ignorance. Moore and Friedman forged the Roswell myth together, and Bill Moore’s reputation as an investigator in the UFOlogist community was established. During his promotional tour for his second book, The Roswell Incident, Moore received a phone call from someone who claimed to be a government intelligence agent who had chosen Moore to receive classified UFO information and disseminate it to the public. Moore would take the bait, meeting with none other than AFOSI agent Rick Doty in Albuquerque, NM. Throughout the 1980s, Doty would offer astounding revelations to Moore and his associates, including earth-shattering evidence in the form of top secret memos, much as he did with Linda Moulton Howe during the same period. While Doty asked Howe only that she include these materials in her film, though, he had a further stipulation for Moore. In order to get his glimpse behind the curtain, Moore would be asked to spy on the investigations of fellow UFOlogists, and even to feed them false information. Moore accepted the arrangement, and during the following years, he collected supposedly genuine evidence of alien contact and government cover-up from Doty while leading his first target, one Paul Bennewitz, down a rabbit hole of disinformation and madness. In the end, when his efforts did real psychological harm to Bennewitz, and the documents Doty had been feeding him began to be uncovered as fakes, Moore came clean in a dramatic keynote speech at the Mutual UFO Network conference in Las Vegas in 1989, confessing to his disinformation activities. “I would play the disinformation game,” he said, despite the interruptions of boos and hisses from the audience, “get my hands dirty just often enough to lead those directing the process into believing that I was doing exactly what they wanted me to do, and all the while continuing to burrow my way into the matrix so as to learn as much as possible about who was directing it and why.” This would be the end of Bill Moore’s UFOlogy career, as his declaration, rather than being seen as an important revelation of the government’s campaign of disinformation against UFOlogists, was instead taken as confession of his betrayal, making him a pariah. Still, for years afterward, Bill Moore would attempt to justify his cooperation with the AFOSI’s disinformation efforts.

The eventual target of Rick Doty’s and Bill Moore’s disinformation campaign, Paul Bennewitz, should not be dismissed as a mere nutcase. In 1969, while pursuing his PhD in Physics, he started a successful tech company in New Mexico, Thunder Scientific, manufacturing instruments for gauging humidity and temperature for the Air Force and NASA. So frequent was his business with the military that he settled down and established his lab right near the borders of Kirtland Air Force Base. As a pilot with a history of service in the Coast Guard, Bennewitz admired the servicemen and officials he dealt with at Kirtland. He was a happy family man, interested mostly in playing his guitar and reading Western novels whenever he found any spare time. But he also had long been interested in UFOs. He was a member of the Aerial Phenomena Research Organization, or APRO, and sometimes consulted for them as a scientific expert. In 1979, this interest would begin to consume him. That April, a former astronaut turned Senator Harrison Schmitt held a news conference in Albuquerque about a spate of cattle mutilations across New Mexico. In the audience was Paul Bennewitz, who became convinced cattle mutilations were the work of extra-terrestrials and made the acquaintance of some of the phenomenon’s principal investigators. Also present were numerous representatives of interested government groups, like the FBI, and also the AFOSI. In retrospect, this may have been the first time that Bennewitz showed up on their radar, so to speak. Later that year, when Bennewitz was out watching the stars on the second-story deck of his rather posh home, he noticed what appeared to be lights of various colors hovering and swooping around the Manzano mountains within Kirtland Air Force Base. Throughout the rest of the year, Bennewitz went onto his deck nightly, setting up a surveillance platform with telephoto cameras aimed at the military installation in an effort to capture this aerial activity on film. In his mind, he was not spying on secret Air Force activity. These lights appeared to travel great distances almost instantaneously, and he was convinced that they were extra-terrestrial craft. As his investigation developed over the next year, he began aiming other instruments at the base and started detecting electro-magnetic pulses that he believed were signals emitted by the UFOs he was filming. Since in this area was the Manzano Weapons Storage Complex, the nation’s largest underground stockpile of nuclear weapons components at the time, Bennewitz felt that he might have uncovered an alien campaign to spy on or even attack a strategic military site, and he had every intention of sharing his evidence with the Air Force.

Paul Bennewitz. Photo accessed at UFO-Alien Database. Image may be subject to copyright.

As his investigation went on, however, he began to show signs of credulity and paranoia that may have served as a warning sign to those who would afterward manipulate and deceive him, suggesting that perhaps his mental stability was not strong enough to withstand the psychological operation that would eventually be conducted on him. In mid-1980, while he was still collecting evidence on the aliens over Manzano from this deck, one of his contacts in the cattle mutilation investigation referred to him a woman named Myrna Hansen, who claimed to have had a close encounter of the fourth kind, otherwise known as an abduction experience. Bennewitz welcomed Hansen and her son into his home, but dissatisfied with her recollection of the event, he called in psychologist and alien contactee researcher Leo Sprinkle to perform a hypnotic regression. The reputation of Sprinkle himself and the problems inherent in the entire practice of hypnotic memory recovery need not be explored in depth here for me to make the point that the man and the memories he supposedly recovered from his patients’ unconscious minds are extremely suspect. In this case, Hansen “recovered” memory of being taken to an underground alien base where she saw human body parts in vats and where she was implanted with a device that would allow the aliens to monitor her thoughts. While Sprinkle probably contributed to the development of this delusion during his hypnosis sessions, even he was disconcerted by Paul Bennewitz’s mental state later that summer, on his second visit to hypnotically regress Hansen. He found Bennewitz toting a gun, agitated by the idea that aliens were monitoring his home and might attack at any moment. Needless to say, it sounds very much like Bennewitz was already descending into mental illness, as though the presence of Myrna Hansen in his home had driven him over the edge into a shared delusional disorder, or folie à deux. That October, 1980, he finally informed Kirtland head of security about his investigation and its supposed findings, prompting the AFOSI to dispatch Rick Doty to his home to interview him. Thereafter, and somewhat curiously considering the nature of his claims, Bennewitz was granted an audience with the heads of every department at Kirtland AFB, to whom he detailed his evidence and his theory. One would think that everyone at this briefing recognized his instability as well as his eagerness to please the U.S. government. It seems officials at Kirtland might have quite handily put an end to the affair simply by discouraging Bennewitz’s surveillance of the Manzano Weapons Storage Complex, telling him he was filming classified activities, and suggesting he seek psychiatric help. But instead, Air Force intelligence stationed at Kirtland, and perhaps National Security Agency personnel as well, encouraged him to continue his investigations and continue reporting back to them. It appears the NSA believed Bennewitz had somehow picked up new experimental signals they had been testing in the area and wanted to learn more about how he had managed to do it. As for the interest of the AFOSI, perhaps they believed that he had captured footage of experimental aircraft in filming the moving lights around the base, or perhaps they simply saw in poor Paul Bennewitz an opportunity to launch a broad disinformation campaign, not just against the unstable physicist himself, but against the broader UFOlogical community.

By the time Bennewitz gave his briefing at Kirtland, AFOSI Special Agent Rick Doty, who had been stationed at Kirtland for a year, had already begun an ambitious disinformation campaign. Earlier that summer, he met with Bill Moore. The first piece of documentary evidence given to Moore, not by Doty but by Moore’s anonymous contact, known only as Falcon, had been a document detailing a “Project Silver Sky,” which mentioned the recovery of a UFO. Further investigation had revealed this to be a forgery, and at Moore’s first meeting with Doty in Albuquerque, he confronted his AFOSI contacts about the deception. Stupidly enough, Doty assured him that had only been a test, which Moore had passed. This was when Moore struck his Faustian bargain, agreeing to inform on and feed false information to his fellow UFOlogists in exchange for the real intel on UFOs. In November, just 7 days after Bennewit’z fateful presentation, Moore too was summoned to Kirtland, shown a document marked “Secret” with analysis of Bennewitz’s footage and mention of a “Project Aquarius.” Moore was subsequently tasked with befriending Bennewitz, which with Bill Moore’s UFOlogist clout was a simple task, and early the next year, Doty gave Moore a document similar to the one he had seen months before, instructing him to show it to Bennewitz. There had been, however, some curious additions to the document. It now mentioned an organization or group called “MJ Twelve” that received exclusive access to the results of Project Aquarius. These documents encouraged Bennewitz to fall ever further down his rabbit hole, as they indicated that the Air Force, NASA, and even higher, more secretive authorities were very interested in his findings and took them very seriously. Therefore, Bennewitz went public, informing UFO organizations and UFOlogists of his investigation’s conclusions, and thereby playing right into his manipulators’ plans and spreading misinformation throughout all of UFOlogy generally. But Bennewitz was only one prong of this operation. The other, Bill Moore, proved to be far more discerning and mistrustful, for obvious reasons. Yet he too proved to be a handy tool for the dissemination of the UFO myth in the long run.

Author Bill Moore. Accessed through UFO-Alien Database. Image may be subject to copyright.

Bill Moore first learned about Project Aquarius and the shadowy organization known as MJ-12, later to be revealed as Majestic 12, from the documents that Rick Doty had shown him. The mythos developed by these documents became the subject for a fiction book that Moore had worked on for a number of years. Essentially, Aquarius was thought to be the real UFO program, buried under layers of secrecy so that it could deal with genuine alien contact, unlike the sham public-facing program Blue Book, and the Majestic 12 were the high-level panel of powerful individuals who oversaw the project. This story certainly made for compelling fiction, and in it we see many of the crazier beliefs still cherished by the UFO fringe: UFO crashes at Roswell and Aztec were real, the government had recovered alien corpses but also a living Extra-terrestrial Biological Entity or EBE, with whom we had communicated and learned a great deal. There were three ET species visiting earth, one benevolent, one bent on exploiting our resources, and a third, the greys, who were responsible for mutilating cattle and abducting people as part of a program for the harvesting of genetic material. Mankind’s presence on Earth was a result of such genetic manipulation, and human history had been guided by one or more of these alien species through figures such as Christ, Muhammad, and even Hitler. This is the same mythos, using the same official looking documents, that Doty would present to Linda Moulton-Howe. Indeed, it may be that Doty was encouraging Moore to publish a book with these claims as non-fiction. Moore certainly must have known better than to believe the contents of the Aquarius documents, which Doty openly admitted were disinformation, but Moore reportedly had wanted to present the material as non-fiction before his writing partner insisted it would have to be fictionalized since they had no evidence of the outrageous claims. Thereafter, though, Moore served as the conduit for the dissemination of documents that seemingly confirmed Majestic 12’s existence. I have spoken about this before, in my episode The Great Los Angeles Air Raid and the Secret Memos of Majestic 12. These documents were slipped through the door of Bill Moore’s TV producer, and afterward, corroborating evidence for the documents was turned up by Moore in the National Archives. The papers have since been roundly debunked as forgeries, based on factual errors in their content, typeface inconsistencies, and indications that the corroborative memo, which lacked an archival register number, may have simply been planted in the National Archives by Moore or someone else. Whether or not Moore was an active participant in every level of this hoax in his role as an AFOSI stooge is difficult to determine. He may have disbelieved most of the contents of the mythos established by the Aquarius documents, and yet believed that some element of truth may have been present in them. Thus, when the Majestic 12 documents appeared, still believing that he would be given the genuine documents promised him, he may have been played for a fool by Doty. Whatever the case, the fact that the MJ-12 hoax as well as most major elements of modern UFO mythology can be traced back to one Air Force intelligence agent tasked with feeding false info to the public should be enough to make a staunch skeptic of any true believer.

To Paul Bennewitz, already teetering on the edge of a paranoid mental break, the slow disclosure of the Aquarius mythos served to reinforce his most nightmarish delusions. They confirmed his assumptions about the malevolent nature of the aliens whom he believed had abducted and tagged his friend Myrna Hansen. These were the same aliens he had been filming from his deck, whose EM pulse transmissions he believed he had been decoding. When they saw their disinformation driving him toward a mental break, Doty and the AFOSI, as well as perhaps the NSA, which had apparently taken an interest in the program he had devised to decipher the signals he was picking up, kicked their PsyOp into high gear, sending him a new computer, reportedly delivered by former Blue Book consulting scientist turned UFOlogist darling J. Allen Hynek, convincing him that the program in this new computer would aid in his decoding of the alien signals. In fact, his torturers had set up in a vacant house across the street to beam signals right into his reception arrays, and suddenly the transmissions of the ETs were crystal clear, confirming all his fears with statements like, “Our race is dying on the home planet,” “women of Earth are needed,” and “military of US delivered embryos.” Bennewitz was in such a state that he doesn’t even seem to have suspected that this mysterious new computer dropped off at his house might be feeding him lies, nor does he seem to have questioned the nature of these decoded messages. He does not seem to have wondered why these aliens would be broadcasting their plans and motives into the aether like some monologuing villain in a bad movie. Instead, he focused on figuring out where their base was, and based on UFO sightings and cattle mutilation activity, he came to the conclusion that the underground base Hansen had described in her hypnotic regressions was beneath Archuleta Mesa near Dulce, New Mexico, a few hours north of Albuquerque.

Whether his AFOSI handlers led Bennewitz to focus on Archuleta Mesa, wanting his attention turned away from the activities around the Manzano Weapons Storage Complex, is uncertain, but Rick Doty has admitted to encouraging his belief in what would come to be known as Dulce Base. The Air Force actually began hauling old equipment out to Archuleta Mesa—derelict vehicles and structures, and even standing vents connected to nothing that made it appear as if some complex had been built into the mountain. Kirtland dispatched Special Forces to stand around like they were guarding something, and the local Army base was incentivized to use the mountain for their training exercises. These military forces cleared brush for helicopter landings, and even set up powerful lights to sweep across the clouds, simulating the strange lights Bennewitz filmed over Manzano. All this, according to Doty, to encourage Bennewitz, who had taken to piloting his own plane over Archuleta Mesa searching for evidence of his theory. It seems a big expenditure of money and manpower just to encourage a nosy UFO theorist, and unsurprisingly, it worked. By the late 1980s, when both Moore and Doty claim their PsyOp against Bennewitz had ceased, Bennewitz spiraled. He couldn’t sleep, believing aliens were creeping into his bedroom and drugging him. He described waking in his car in the middle of nowhere with no memory of how he had gotten there. Eventually, he began accusing his own wife of being under alien control, and after barricading himself into his house, his family finally had him committed. Both Moore and Doty have told interviewers that they considered Bennewitz a friend and had tried to caution him against pursuing his obsessions any further, seeing how it was affecting his mental health, but this sounds an awful lot like someone trying to save face. The fact is that Bill Moore and Rick Doty and whatever other AFOSI officials were involved, as well as any NSA agents who according to Doty had mounted their own PsyOp against him, were all directly responsible for destroying Paul Bennewitz’s life.

AFOSI Special Agent Richard Doty. Photo accessed at UFO-Alien Database. Image may be subject to copyright.

It remains unclear whether the NSA really was involved in the operation against Bennewitz. This may have been another obfuscation from Rick Doty. Some have cast doubt on whether Doty even worked for the AFOSI, but his service records are clear: he joined the Air Force in 1968, basic training in Texas at Lackland AFB, then service as security at Sheppard AFB before shipping out to Vietnam. After the war, Doty ended up at McChord air base in Washington state, followed by a stint in West Germany, and then back to the states, to Ellsworth base in South Dakota, during which time a hoax report about a UFO encounter at this base was sent to the National Enquirer, prompting some to suspect Doty got into the AFOSI disinformation game around this time. Then in 1979, at the height of the cattle mutilation wave in the area, Doty was stationed at Kirtland in New Mexico. Any doubt about Doty’s agency affiliation, raised by some who suggest Doty may have been an independent meddler or the agent of some other, unknown group, should have been laid to rest by the 2013 release of AFOSI documents under the Freedom of Information Act that clearly confirm Doty’s role as special agent in charge of investigating Paul Bennewitz. The questions that remain all boil down to one question. Why? The simplest explanation seems to be that Bennewitz had been monitoring classified activities at Kirtland. Certainly we know that the electromagnetic pulses he was detecting came from the nearby Sandia National Laboratories, where they were generating EMPs such as occur in nuclear explosions in order to test how effectively their radiation hardening processes had protected electronic systems in aircraft. As for the strange lights in the sky over Manzano Weapons Storage Complex, FOIA documents indicate that numerous UFO sightings over Kirtland may have been attributable to helicopter activity. Indeed, the cattle mutilation incidents in the area were also sometimes accompanies by reports of silent helicopters. One might think back to Bosco Nedelcovic’s claims about Operation Mirage, in which helicopters were specially equipped with strange lights in order to appear as UFOs, and how his claims accorded well with the account of abductee Villas Boas. The silent chopper has long been a fixture of government conspiracy theory, and as such is dismissed by some as nonsense, but the fact is that the Pentagon began developing stealth helicopters with noise reduction technology back in the late 1960s, and rotor acoustics research has developed steadily ever since. We now know that a quiet helicopter has been flying since as early as 1972. The Hughes500P, which used contra-rotating coaxial rotors as well as an exhaust muffler, was able to reduce noise substantially. And as recently as last year, Army Research Laboratory Public Affairs announced research into electric vertical takeoff and landing, or eVTOL, aircraft, utilizing the kind of technology commonly seen in commercial drones to develop silent and absolutely maneuverable aircraft. If the Army is openly publishing press releases about this research, and the technology itself has been so widely available that civilian hobbyists have been using it for years, it takes no great stretch of the imagination to believe the U.S. government has been using it in secret for far longer.

However, Paul Bennewitz and many other UFO eyewitnesses claim that the lights they have seen in the skies display speed and maneuverability unlike anything a helicopter could possibly match. What other kind of aircraft might the Air Force and the CIA want to obscure with tales of flying saucers? The rather obvious answer would be spy planes, of course. It has been estimated by historians of the CIA like Gerald Haines that most UFO sightings as far back as the 1950s were actually sightings of Top Secret spy planes out on maneuvers, aircraft such as the U-2, the A-12 Oxcart, an the SR-71 Blackbird. And speaking of flying saucers, the government was flying some of those at different points as well! Since before the modern UFO phenomenon erupted in 1947, disc-shaped or “circular wing” aircraft have been developed numerous times. The first, the XF5U-1, warmly referred to as the “Flying Flapjack,” was developed by the US Navy for its short-takeoff-and-landing capabilities. Rumors persist of a more advanced model of the Flying Flapjack, called the Skimmer, which was said to have hovering capabilities, but if the Navy did achieve this technology, they kept it well under wraps. In 1953, the Toronto Star reported that Canadian Aircraft Manufacturer Avro Canada was developing a flying saucer aircraft capable of reaching speeds of 1,500 miles per hour and vertical takeoff and landing, which meant hovering capability. This was indeed a real undertaking, Project Y, the Avro Ace. History tells us the project never got off the ground, so to speak, as the Canadian government didn’t have the budget it would require, but the US Air Force stepped in with all the money the developer would need, resulting in Project Y2, proposing 2 saucer craft, the Silverbug and the Ladybird, interceptors capable of reaching Mach 3.5. These designs further developed into the Avro MX-1794 turbojet flying disc, which underwent wind-tunnel testing at Wright-Patterson and then promptly disappeared after Avro announced a forthcoming prototype in 1957. Of course, it is tempting to believe that this craft went Top Secret once it proved functional, but the fact is that Avro afterward developed a disc-shaped hovercar, the VZ-9AV or Avrocar, for the Army, which turned out to be a rather shaky and unbalanced disappointment. So perhaps all of Avro’s flying saucers were likewise failures, explaining why no one heard much more about them since the early stages of their development. This seems to be a pattern with disc-shaped craft, such as the Convair Lenticular Defense Missile, codenamed the Pye Wacket, which was a radio-controlled missile in the shape of a disc about 5 feet across, that if it hadn’t been officially canceled after wind-tunnel testing was hoped to be capable of achieving Mach 7. Of course, rumors persist about these flying disc programs going dark, funded by black money, and being further tested at the highest security testing grounds like White Sands. Given what we know about the secrecy surrounding the development of other spy planes and even more recently with stealth airstrike drones, it does seem far more rational, if equally speculative, to believe that most UFO eyewitnesses, when they weren’t mistaking natural phenomena for an aircraft, were actually seeing experimental aircraft like these. Perhaps even the strange TicTacs, Gimbals, and Spheres seen in the latest UAP videos may actually represent the next generation of stealth aircraft or drone technology, projects that the US government would prefer the public believe are alien spacecraft in order to preserve for some further years the secrecy of a game changing technology.

Army Avrocars depicted as "flying jeeps" in company literature. Public Domain image.

When one considers the Bennewitz affair in its entirety, one begins to realize that it could not possibly have been about just discrediting Paul Bennewitz. There would have been no need to discredit him, since he came first to the Kirtland head of security and confided everything Only after the AFOSI encouraged his delusions for years did he go public with his evidence and theories. If the AFOSI or the NSA or whoever had wanted to silence him, they could have warned him, or they could have arrested him and seized everything he had collected and all his equipment under the Espionage Act of 1917 and the Communications Act of 1934. Instead, they fed him a myth, and it seems clear they hoped he would spread that myth to the larger UFOlogical community, which he eventually did. Bill Moore, too, served this end, as he was instrumental in the dissemination of the Majestic 12 papers and the larger myth of alien contact and government coverup that developed from them. It is all too easy to dismiss UFO sightings with as little evidence as the UFO witnesses themselves present, as we have seen, and likewise, it is a simple matter to suggest that there are no silent choppers or unknown experimental aircraft in the skies being kept secret by our government. It’s even an easy matter to argue that the PsyOp against Paul Bennewitz never took place. Bill Moore is a liar, you might say, and perhaps he anticipated some other result from his confession rather than the ruin of his reputation with his audience and therefore the self-destruction his writing career. Rick Doty too is a liar, even according to his own version of events, which changes from telling to retelling. If documents prove he worked for the AFOSI, they do not prove that he took point in this psychologic operation against Bennewitz, and the Air Force, of course, denies any knowledge of such disinformation campaigns. Furthermore, we know that, even after his retirement, Doty appears to be up to his same old tricks. In 2005, an anonymous source calling himself “Request Anonymous” revealed to UFOlogists via email a UFO myth much like the one Doty is said to have previously passed off on Linda Moulton Howe, Bill Moore, and Paul Bennewitz. After a saucer crash in New Mexico in ’47, an EBE survivor commenced communication between aliens and the US government. In this story, 12 US astronauts left on a spacecraft in 1965, bound for the alien world of Serpo in Zeta Reticuli, much like the iconic ending of the film Close Encounters of the Third Kind. However, the physics of the story didn’t add up, and on further investigation into the IP address of “Request Anonymous,” the informant turned out to be none other than Richard Doty, who was active under his own name on the same web forum.

Does his responsibility for the Serpo hoax prove that Doty had always acted alone in his disinformation campaign? Or does it reveal that he never truly retired from the intelligence and disinformation game? Or does it just show that old habits die hard? Doty has since made some money from his involvement in the UFO world through books and interviews. Is he peddling his lies now just to make a buck? We may never know. In the late ‘80s, the FBI conducted an investigation into the doctored MJ-12 documents to determine whether they were indeed the leak of Top Secret documents, and who had leaked them. Curiously, the AFOSI asked the FBI to investigate, but during the course of their investigation, the FBI came to suspect the AFOSI themselves, or at least the local Kirtland office. In the end, though, they could determine only that the documents were bogus, not who was responsible for them. Once again, it is easy to say there is nothing here, that if there was a conspiracy against Bennewitz or the larger UFOlogical community, that it was localized, unofficial. However, I saved the story of the Bennewitz Deception for last because, just like my principal source Mirage Men: An Adventure into Paranoia, Espionage, Psychological Warfare, and UFOs by Mark Pilkington, I wanted to show the context of the entire history of the modern UFO phenomenon and other indications that the government encourages belief in extra-terrestrial visitation because I have come to believe it provides a coherent and rational explanation for the entire mystery. And if we accept this, then a further conclusion can be deduced. If the government really were covering up alien contact, they would not encourage the belief that they were covering up alien contact. If UFOs were not of this world and the government didn’t want the public to know this, wouldn’t they instead encourage the belief that these craft are our own? That’s my reasoning anyway, and I’m sure some will think me an agent of disinformation for encouraging this conclusion.

Further Reading

Bishop, Greg. Project Beta: The Story of Paul Bennewitz, National Security, and the Creation of a Modern UFO Myth. Gallery Books, 2005.

Goleman, Michael J. “Wave of mutilation: the cattle mutilation phenomenon of the 1970s.” Agricultural History, vol. 85, no. 3, 2011, pp. 398-417. National Library of Medicine, doi: 10.3098/ah.2011.85.3.398.

Klass, Philip J. “The MJ-12 Crashed-Saucer Documents.” Skeptical Inquirer, vol. 12, no. 2, Winer 1987/1988. Skeptical Inquirer, skepticalinquirer.org/1988/01/the-mj-12-crashed-saucer-documents/.

Pilkington, Mark. Mirage Men: An Adventure into Paranoia, Espionage, Psychological Warfare, and UFOs. Skyhorse, 2010.

UFO Disinfo: Part Two - The Washington Flyovers and the CIA

In April 1952, the most popular magazine in America, LIFE, in a very popular issue featuring Marilyn Monroe on the cover, published an article called “Have We Visitors from Space?” In it, the authors asserted that, having spoken to senior Air Force officials, they could confidently declare that the flying saucers frequently witnessed since 1947 were neither a visionary phenomenon nor a natural phenomenon, nor were they balloons or manmade aircraft designed by Americans or Russians, leaving extra-terrestrial visitors as the only reasonable conclusion. This article surprised Captain Edward Ruppelt, who had been tasked to run the Air Force’s follow-up UFO investigation after the dissolution of Project Grudge, Project Blue Book. The Air Force had directed Ruppelt to keep something of a lid on UFO theories by identifying mundane explanations for as many reports as possible and not advertising those that proved more difficult to explain away. Therefore, it did not make much sense that the Air Force would then encourage the biggest magazine in America to fuel a resurgence in flying saucer mania, as the Life article certainly did, precipitating an inundation of UFO reports with which Ruppelt and Blue Book had to contend. But perhaps it wasn’t the Air Force at all, for it was well known that Henry Luce, the magazine magnate who pulled the strings at LIFE, was a close friend of Secretary of State John Foster Dulles and his brother Allen Dulles, the first director of the CIA. So maybe there was some inter-office chicanery underway about which Ruppelt was uninformed. Suspicions of being out of the loop were confirmed in July that year when, amid the deluge of UFO sightings he was dealing with, Ruppelt, in Washington, DC, on business, picked up the newspaper and discovered that, a couple days earlier, there had been a dramatic UFO incident over the nation’s capital! According to the papers, on July 19th and 20th, numerous objects appeared on air traffic controller radar , none of which were following established flight paths, and some of which appeared to be capable of making radical maneuvers unlike normal aircraft. Some of these radar pips even coincided with visual sightings of what appeared to be fireballs with trailing tails, some of which were taken to be meteors, but which were described by others to hover and change direction. By the time jets had been scrambled to defend the capital from what appeared to be an incursion into our sovereign airspace, the objects were nowhere to be found. Ruppelt writes that he was flabbergasted that no one had bothered to inform him, the head of the Air Force’s UFO investigation project, and as reporters contacted him for comment, he had nothing to offer, prompting further headlines like “Air Force Won’t Talk.” Determined to do his job, Ruppelt requisitioned a staff car to head out and interview radarmen and witnesses, but he was given the runaround, told a car wasn’t available and further informed that he could not expense a rental. Instead, he was directed to take the bus, but Ruppelt was unfamiliar with DC public transit and was left with the option of paying for a cab out of his per diem, which after lodging and meals had run dry. So, foiled in his efforts to investigate further, he ended up departing for Ohio and Blue Book’s headquarters at Wright-Patterson Air Force Base. A few days later, the UFO flyovers began again, with commercial airline pilots and flight attendants, control tower personnel and U.S. Airmen witnessing lights in the sky that corresponded with strange radar blips. Interestingly, witness reports were accompanied by contradictory reports from others on the same aircraft or in the same towers who hadn’t seen a thing. The official Air Force explanation was twofold. The radar blips were simply misidentifications caused by strange weather, as there had been temperature inversions over DC that July. As for the visual sightings, like the Foo fighters before them, they had been stars and city lights that had been misidentified due to aviator’s vertigo. And the sighting from the ground? Well, those were just shooting stars, of course. Many scorned this explanation, which relied on a confluence of numerous errors and was buttressed by the idea that the situation had snowballed due to mass hysteria. Captain Ruppelt, however, disbelieved the Air Force explanation for another reason. According to his memoirs, a few days prior to the Washington flyovers, he had spoken to a scientist from an agency that he refused to identify. This contact supposedly warned him of the forthcoming incident, predicting, “you're going to have the granddaddy of all UFO sightings. The sighting will occur in Washington or New York…probably Washington.”

*

Shortly before I released part one of this series, the unclassified version of the Pentagon’s UFO report finally dropped, and it was very much what was expected. In fact, it was strikingly similar to General Nathan Twining’s memo of September 1947, when Twining conceded the existence of UFOs, suggested some may actually be natural phenomena like meteors but that others appear to display maneuvering capabilities and to be evasive, and suggested they may be a high security American aircraft, or that an adversary like the Soviet Union had developed an extraordinarily advanced propulsion technology. Here we are 74 years later, and not much has changed, except the fact that we’re getting it released to the public directly from the Office of the Director of National Intelligence. In this preliminary report, which it should be noted is only the unclassified version of a report with presumably far more granular detail presented to Congress, five “explanatory categories” are given: “airborne clutter,” such as the “large deflated balloon” that is cited multiple times as an explanation for a certain sighting; “natural atmospheric phenomena,” like the old meteor explanation; “US…developmental programs”; “foreign adversary systems”; and to really stoke the ET hypothesis, an “other” category that might attribute UFO sightings to anything, including aliens. And there appears to be no shortage of these sightings; focusing only on reports from military aviators between 2004 and 2021, they number them 144, stating that 80 of these “registered across multiple sensors”, including radar, infrared, and weapon seekers. 18 of these appeared to display “unusual movement patterns or flight characteristics,” though they caution that “[t]hese observations could be the result of sensor errors, spoofing, or observer misperception.” The headlines regarding this report have been somewhat misleading, focusing on the fact that it doesn’t rule out an alien origin for the objects, which is technically true but only in that the report did not even explicitly address the possibility, and stating that it asserts they are not American craft, which is not true at all. US government or domestic private industry development programs is one of their explanatory categories, and expanding on this, it states they were unable to confirm this but still explicitly says “UAP observations could be attributable” to such American programs (emphasis added). So what’s happening here? Is the government really so helpless to audit its own programs that in almost 75 years it’s been unable to find out whether one of its own agencies or aerospace companies is secretly flying super-advanced craft? Or is it withholding, or more than that, making deceptive statements by claiming ignorance and inability to confirm the existence of such projects? There does seem to be at least one confirmable lie in the report. In September 1951, a sighting by both radar operators and pilots of an unidentified object over Fort Monmouth Army Base led to the creation of Project Blue Book… and to an Air Force directive, JANAP 146(B), ordering all members of the armed forces to report UFO sightings to the nearest military base, to the Air Defense Command, and to the Secretary of Defense, and further making the leak of these sightings to the press punishable by a $10,000 fine and up to a decade in prison. Yet the recent report claims, “No standardized reporting mechanism existed until the Navy established one in March 2019” and that the “Air Force subsequently adopted that mechanism in November 2020.” Maybe I’m misreading, and the former reporting protocol had fallen out of use or was never as structured and official as what they recently established, but this sure does seem disingenuous, as if the US government only recently heard about UFOs and didn’t start really looking into them until a couple years ago, when history shows us they have been looking closely at sightings since the very beginning.

The Pentagon UFO report, which can be read here.

Just as this new UFO report suggests, whether sincerely or not, that China or Russia may have developed the unusual craft that have been sighted over the last 16 years, so too in 1952, after the Washington UFO flyovers, Cold War fears led suspicions to naturally fall on the Soviets. The idea that enemy aircraft may have just managed to penetrate air defenses and approach within striking range of the White House immediately led to the CIA launching its own UFO investigation the month after the Washington sightings. Available records of their secret meetings at Wright Patterson Air Force Base with Air Technical Intelligence Center officials indicate they first looked into the possibility that the objects over Washington had been a secret American project, but being themselves privy to some of the most advanced spy planes being developed, like the U-2, they believed the craft were not American. If the Air Force had been developing this above top-secret tech, why would they have taken the risk of flying them over the capital, knowing their own jets would be scrambled to confront them and possibly shoot them out of the sky? The problem was, it didn’t make a lot of sense for Russians to fly such valuable toys right over our capital either. It would have been a risky move, and even if the intelligence such an operation might provide was worth the possibility of losing advanced technology to an adversary who would immediately reverse engineer it, the flight paths of the objects over Washington that July didn’t make any sense as a reconnaissance mission. One suggestion was they had been Russian balloons sent simply to gather info on what kind of Air Force response enemy aircraft could expect, but balloons could not explain the speed and evasive maneuvers reported by some witnesses and radar men. Finally, the CIA’s investigation came to the conclusion that a driving purpose for risking such a flyover with experimental advanced aircraft was to wage psychological warfare. They pointed out how curious it was that Russian media had never once mentioned UFO sightings, not even to mock the American saucer flaps, and suggested that the entire phenomenon might be engineered simply to foster a general panic and mass hysteria, such that, in the case of a genuine attack, air response would be slowed and confused, wary of false alarms.

For this theory to be true, that the Russians had sent UFOs in order to gauge our defenses and/or stoke UFO mania for their own purposes, then they would have needed advanced aerospace technology capable of great speed and maneuverability… or would they? One theory that emerged several years later suggested that the Washington flap was caused by electronic countermeasures, not actual craft. Electronic countermeasures, or ECM, had been used since 1945, in the form of reflective aluminum chaff released to confuse enemy radar with false readings, and progressed from there to actual radar jamming technology. The notion that ECM had resulted in false readings over Washington in July 1952 was spearheaded by Leon Davidson, a figure whose background strengthens his credibility. While completing his doctorate in engineering at Columbia University, he’d been hand-picked to work on the Manhattan Project, and afterward he’d served as a supervising engineer at Los Alamos labs. As Davidson explained in his 1959 essay on the topic, the US Air Force had had the capability of altering enemy radar returns since 1950, through the use of a device that captured, modified, and amplified radar impulses, sending them back to show inaccurate heading, range, and speed. He describes widespread military use of technology that manufactures so-called “galloping ghosts,” or radar blips that don’t correspond with actual aircraft. Just a couple years before Davidson wrote his essay, Aviation Research and Development magazine published a story about just this sort of ECM technology entering the public aviation industry, being sold and used for the training of radar operators. And it has since been declassified that in the early 1960s, under Project Palladium, American pilots purposely penetrated the perimeters of Russian airspace to gather data, much as some believed the Russians had done over the capital in 1952, and they made strategic use of this radar-manipulating ECM technology in the process. Interestingly, the newly released UFO report drops some hints that this may remain a viable explanation for UAP when it concedes that some of the unusual flight characteristics of UAP might be attributable to “spoofing” or “signature management.” But unlike the CIA, Leon Davidson did not attribute these galloping ghosts to Russia. Rather, Davidson concluded, “Since 1951, the CIA has caused or sponsored saucer sightings for its own purposes… [through the] military use of ECM on a classified basis unknown to the radar observers who were involved” (emphasis added).

But why? Why would the CIA want to create UFO sightings? Even if they were withholding information about such operations during their 1952 meetings with ATIC and wanted to deflect suspicion for such a psychological operation onto the Russians, their reasoning seems sound. What purpose would it serve to create a mass hysteria that might weaken our capability to respond to an actual threat? Interestingly, after their investigation, the CIA organized a secret panel of scientists to further weigh in on the topic. This meeting, called the “Robertson Panel” after its presiding expert, the Pentagon’s director of the Weapons Systems Evaluations Group, Dr. Howard Percy Robertson, was composed of astronomers, radar experts, rocket scientists, and nuclear physicists. While they concluded that UFOs were nothing but visual misperceptions and sensor anomalies, they recognized the threat of a UFO panic and recommended training military personnel to recognize phenomena often mistaken for UFOs. Furthermore, they recommended a campaign to debunk as many sightings as possible, a task that fell to Ruppelt’s Project Blue Book. Lastly, and perhaps most importantly for our study, they advised that civilian organizations of UFO enthusiasts be closely monitored, as they had the potential to irresponsibly influence public thought on UFOs and could be used “for subversive purposes.” This final recommendation, however, seems to have been anticipated, and a suggestion had been made that perhaps one way to monitor UFO groups was to fake UFO sightings and scrutinize the resulting eyewitness accounts and public reactions. Days before the Robertson Panel, Captain Ruppelt received a memo from a Dr. Howard Cross, a scientist working at a private research institute that had been tasked with analyzing UFO data, under the codename Project Stork. Cook proposed a “controlled experiment” in which “different types of aerial activity should be secretly and purposely scheduled” in order to monitor the “steady flow of reports from ordinary civilian observers, in addition to those by military and other official observers,” who would likewise be kept in the dark about the operation. This sounds an awful lot like what Leon Davidson would years later accuse the CIA of perpetrating, and it seems to hint at a motive for doing so, a psychological operation, or PSYOP, with American citizen, both civilian and enlisted, as its subjects.

Captain Edward Ruppelt. Public domain.

This leads to the inevitable question of whether the CIA actually would engage in a psychological experiments on U.S. citizens. Anyone with a cursory knowledge of the history of CIA exploits must be aware that not only are they quite capable of such operations, they’ve been caught conducting them! On the same day that President Truman had made the Air Force a separate branch of the armed forces—the day that Kenneth Arnold’s Army Air Force Intelligence contacts Brown and Davidson had died in a fiery plane crash carrying material supposedly ejected from a UFO—he also turned the wartime intelligence agency, the Office of Strategic Services, into the Central Intelligence Agency, thereby consolidating all military intelligence arms into one organization. After that, this powerful government agency operated with carte blanche and no meaningful oversight. Some indication of its strange and illegal practices became public knowledge in the 1970s, when during an investigation of their practices, Congress demanded information on their Project MK-ULTRA. This topic is itself a rabbit hole deserving of its own episode or series, but in short, after the agency attempted to destroy documentation of the project, Congress nevertheless learned that under MK-ULTRA, the CIA conducted extensive mind control experiments using hypnosis and psychoactive narcotics. With what we know the CIA was capable of in MK-ULTRA, faking some UFO flights and encouraging UFOlogists to believe outrageous stories, perhaps in order to gauge how utterly public opinion can be manipulated, certainly no longer seems beyond the pale. And once spoofing radar and using balloons or experimental aircraft to prompt UFO reports became boring, who’s to say they wouldn’t have taken this further and engaged in truly invasive psychological operations on UFO witnesses?

Take UFO nut George Adamski as a possible subject for such an operation. In 1952, Adamski, a Californian restaurant proprietor who used to hold forth on mysticism and UFOs in informal lectures at his café, claimed to have been taken aboard a spacecraft in the desert, learning that UFOs were piloted by peace-loving ETs from Venus. In retrospect, Adamski appears to be a hoaxer with a penchant for incorporating the politics of his associates into his contact stories. For example, he was involved with treasonous Nazi sympathizer William Pelley, and in a curious coincidence, his Venusians are described as blond Nordic-looking fellows whose shoes leave the swastika symbol in their footprints. But as my principal source Mirage Men by Mark Pilkinton points out, Adamski’s contact story appeared and was widely circulated only months after the Washington flyovers, just when records show the CIA was thinking about how to defuse UFO panic. Suddenly Adamski comes along saying don’t worry, the ETs are friendly and neutral, and his story becomes so widely known that he was fielding meetings with royalty and the Pope. Leon Davidson believed that Adamski was a CIA tool, and Adamski’s later stories seem to betray what might have really happened to him in the desert. As Adamski described his subsequent encounters, his Venusian friends picked him up and drove him out to the desert in black Pontiacs, where they served him mysterious beverages and showed him images on a screen. These descriptions sound an awful lot like Adamski, the impressionable friend of a convicted seditionist, may have been an early subject of CIA drugging and brainwashing a year before MK-ULTRA’s official sanctioning.

George Adamski with a famous photo he took of a UFO…which turned out to be a lamp.

One further possible example may serve to illustrate the feasibility that the CIA could have gone much further than just faking UFO sightings in their creation of the UFO myth. In 1958, a few years before the first widely publicized alien abduction story told by Betty and Barney Hill in the U.S., a Brazilian farmer named Villas Boas disclosed to a UFO investigator that in October the previous year, he had been abducted by a UFO. He and his brother had seen a mysterious flying red light over their fields, and later, when he was working the soil alone at night to avoid the heat, it had returned, shaped like an egg, with something spinning at great speed atop it, fluorescent red light emitting from all over the craft. He tried to flee, but men in unusual clothing that sound suspiciously like protective suits, complete with fabric head coverings and stiff gloves, sprang out and seized him, carrying him within, where they stripped him, wiped some kind of fluid over him with sponges, gassed him with some kind of fog, and then forced him to have sex with a beautiful woman. After being deposited back on the field, Boas returned home, where his sister noticed severe bruising around his chin. He vomited a yellow fluid and afterward suffered a days-long illness consisting of lesions, body aches, and eye irritation. It would be very easy to dismiss this as a tall tale told to a UFOlogist, perhaps even with some coaxing, but 20 years later, in 1978, a former CIA operative, Bosco Nedelcovic, who had served the agency in Latin America from 1956 to 1963, revealed to another UFOlogist that he had been a part of a Project Mirage that had purposely faked UFO encounters all over the world. Nedelcovic confirms the Villas Boas abduction from the abductors’ point of view, explaining that they had made Boas the subject of a hallucinogenic drug test as part of an experiment in psychological warfare. By Nedelcovic’s telling, the craft was a helicopter fitted with unusual lights and other equipment, which accords well with Boas’s description. Detecting Boas alone in his field with heat-sensors, they sprayed him with an aerosol drug and descended, accidentally striking his chin against the helicopter deck as they hauled him aboard to conduct some other, undisclosed experiments on him. This story, while entirely uncorroborated and unconfirmed, does cause one to wonder how widespread the CIA’s MK-ULTRA operations ranged, and how entangled they might have been in UFO disinformation.

On further consideration of all this, of course, it’s rather easy to discount everything. The Washington flyovers were a combination of weather causing radar errors and meteors being mistaken for aircraft. There is no irrefutable evidence that the CIA ever used ECM to manufacture UFO sightings, or that their MK-ULTRA operations were ever applied toward convincing people they had been abducted by aliens. Adamski was a loony, or a liar, or both. Villas Boas had been terribly ill and hallucinated his entire ordeal. Nedelcovic had given a UFOlogist exactly what he wanted, a humdinger of a government cover-up story for which there is no proof. At the same time, though, these don’t seem impossible. Might the US government or an adversary undertake to purposely create UFO reports? Yes. One example of this strategy was a proposed approach to toppling the Gaddafi regime in Libya in the 1980s, when the US considered manipulating radar to create aircraft sightings in order to sow paranoia and plant the idea that US forces were commencing an invasion. Would the CIA really go so far as to drug and brainwash people into believing they’d been abducted by UFOs just as an experiment in psychological warfare, or for some other purpose? MK-ULTRA shows us they were absolutely capable of the drugging and brainwashing. And other American military PSYOPs cement the willingness of the US government to leverage superstition and fantasy to achieve their ends. In the early 1950s, the Air Force projected a recording from a plane hidden in the clouds above the Philippines, convincing villagers that the voice of god was threatening to curse them if they aided communist insurgents. In a further operation against these same insurgents, they made them believe that their territories were haunted by an aswang, a kind of vampire legend, by planting corpses that they’d left puncture marks on and drained of blood. So, this UFO conspiracy theory, when one analyzes it closely, starts to seem plausible, and far easier to believe than the theory that extra-terrestrials have regularly visited our world for decades, having somehow still not learned whatever it was they were trying to learn, and that it is this the government is hiding from us. But for the theory that the UFO myth is actually the product of longstanding PSYOPs and disinformation operations to be believable, what it needs is some kind of evidence, perhaps in the form of a confession by a former government disinformation agent. Well… as you’ll hear in the conclusion of this series, such confessions exist. It only remains to be decided whether they can be trusted.

Images of Villas Boas and the story he told. Note the protective suits of his abductors, and the resemblance of the vehicle to a helicopter (with the revolving “cupola” atop it).

Further Reading

Pilkington, Mark. Mirage Men: An Adventure into Paranoia, Espionage, Psychological Warfare, and UFOs. Skyhorse, 2010.