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The Blog @ TomRichey.net

APUSH Unit 5 Review Guide

2/7/2025

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Students who are studying for the APUSH exam will find my Unit 5 Review Guide help. Unit 5 of the AP® United States History course spans from the election of James K. Polk in the Manifest Destiny era through the Civil War and Reconstruction.

This unit guide includes a brief overview of Manifest Destiny, the Mexican–American War, the Compromise of 1850, the Road to Civil War, Lincoln and the Civil War, Presidential Reconstruction, Radical Reconstruction, and the failure of Reconstruction.  A timeline of key events from Unit 5 will help students in their preparation for the APUSH exam.
A thumbnail of Tom Richey's APUSH Unit 5 Study Guide.
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APUSH Unit 4 Review Guide

1/26/2025

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Students who are studying for the APUSH exam will find my Unit 4 Review Guide helpful. Unit 4 of the AP® United States History course spans from the election of Thomas Jefferson as president in 1800 through the Seneca Falls Convention of 1848.

This review guide includes a brief overview of politics during the presidencies of Jefferson and Madison, the Marshall Court and judicial review, American foreign policy developments (e.g., the Embargo Act, the War of 1812, and the Monroe Doctrine), the Market Revolution, sectional politics, Jacksonian democracy, Southern society and slavery, and Antebellum reform movements. A timeline of key events from Unit 4 will help students in their preparation for the APUSH exam.

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AP® is a trademark registered by the College Board, which is not affiliated with, and does not endorse, this product.
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APUSH Unit 3 Review Guide

1/25/2025

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Students who are studying for the APUSH exam will find my Unit 3 Review Guide helpful. Unit 3 of the AP® United States History course spans from the French and Indian War in 1754 through the election of Thomas Jefferson as president in 1800.

The review guide includes a brief overview of the French and Indian War, the American Revolution, the Articles of Confederation, the Constitutional Convention, debates over ratification between the Federalists and Antifederalists, and political conflicts during the administrations of George Washington and John Adams. A timeline of key events from Unit 3 will help students in their preparation for the APUSH exam.
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APUSH Unit 3 Review Guide
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AP® is a trademark registered by the College Board, which is not affiliated with, and does not endorse, this product.
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Vertical and Horizontal Integration

1/22/2025

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During the so-called Gilded Age (the period of US history between Reconstruction and the Progressive Era), Americans witnessed the rise of big business. Industrial entrepreneurs, such as Andrew Carnegie and John D. Rockefeller, nearly monopolized the steel and oil industries by growing their businesses to a scale beyond what would have been thought possible just a few decades earlier.

Andrew Carnegie's Vertical Integration

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Andrew Carnegie stands outside of one of his steel mills (mage by Grok)
In order to make his steelmaking operation more efficient, Andrew Carnegie grew his business through a process of vertical integration by acquiring as many elements of his supply chain as possible. Since iron is necessary to make steel, Carnegie bought iron mines so that he could control the steelmaking process from the moment the raw iron ore was mined from the earth. This put Carnegie in a position where he didn't have to deal with any middle men who could have controlled and profited from the process at his expense.​

John D. Rockefeller's Horizontal Integration

While Carnegie expanded his business vertically, John D. Rockefeller integrated the Standard Oil Company horizontally by buying out his competitors. When Rockefeller got started, there were around 50 oil refineries in the United States that were independently owned. By buying out his competitors one by one, Rockefeller gained the ability to exercise almost total control of the oil refining process across the United States. He owned over 90 percent of the oil refineries in the United States by 1900.
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John D. Rockefeller reluctantly poses for a photo outside of one of his oil refineries (image by Grok)

Comparing Vertical and Horizontal Integration

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Vertical and Horizontal Integration Comparison Table

Contemporary Examples of Vertical and Horizontal Integration

Large corporations continue to practice both vertical and horizontal integration today. In the 1980s, PepsiCo bought several fast-food restaurants, including KFC and Taco Bell, in order to have guaranteed outlets for the distribution of their products (PepsiCo has since divested from owning these restaurant chains). In 2012, Facebook acquired Instagram, an up-and-coming competitor in the social media space. By buying out a direct competitor, Facebook instantly made itself more relevant with teens who preferred Instagram's more mobile-friendly format.
This educational content correlates with Topic 6.6 (The Rise of Industrial Capitalism) in the APĀ® US History Course and Exam Description. APĀ® is a trademark registered by the College Board, which is not affiliated with, and does not endorse, this website.

Lecture on Vertical and Horizontal Integration

Many years ago, one of my US history students recorded an improvised outdoor mini-lecture, in which I explained the concepts of vertical and horizontal integration using the human body (specifically the children's movement-oriented song, "Head, Shoulders, Knees, and Toes").

Click on the video link to see me explaining this concept to my students.

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AP US History Free-Response Sample Responses (2022)

5/15/2022

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The 2022 AP US History Free-Response Questions have been released to the public! Click here to view the questions on the College Board's website.

2022 APUSH SAQ Sample Responses

Click here to view my sample responses to the 2022 APUSH SAQ items.

2022 APUSH DBQ Sample Response(s)

Click here to view my sample response(s) to the 2022 APUSH DBQ. This file will be updated to include several sample responses that would earn different point values.

2022 APUSH LEQ Sample Responses

This year's LEQ 2 asked students to assess the relative importance of causes for the settlement of the British colonies. Click here to see a set of sample responses I've put together for LEQ 2.

Take a look at my analysis of the 2022 APUSH Free-Response Questions on Marco Learning's YouTube channel:

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2021 AP US History DBQ (Sample Essay)

6/25/2021

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In a pandemic year in which most APUSH classes were running behind content-wise, nobody expected the DBQ to be from the post-WWII era! But then, that's exactly what the AP US History Test Development Committee did this year! The 2021 APUSH DBQ topic addressed the social consequences of the prosperity that followed World War II, with a timeframe between 1940 and 1970.

Click here to view the 2021 AP US History DBQ

A few days after the 2021 DBQ was released, I solved the DBQ within the recommended 60-minute time limit. My sample essay is available for students and teachers to read, and for those of you who want to watch me go through it, the broadcast is available on my YouTube channel.

Click here to view my sample essay for the 2021 APUSH DBQ.

You may find my APUSH DBQ rubric helpful while taking a look at this sample essay, as each of these points is specifically targeted in the sample essay.
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APUSH Immigration and Internal Migrations Review Notes (Thematic Review)

7/31/2020

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One of the major themes of the AP® US History course is migration and settlement. In order to help students prepare for the APUSH exam, I have created a two page review sheet with notes on immigration and internal migrations from the pre-colonial period to the present.
Click here to download my APUSH Immigration Review Notes.
(PDF Format)
Visit My APUSH Home page

​Native Migrations ("1491")

​Around 15,000 years ago, small human populations from Siberia migrated across the Bering Land Bridge. Over thousands of years, these groups spread across North America and developed into several distinct language and culture groups.

Exploration and Colonization (1492-1776)

European colonizers settled in different regions in North America, with the Spanish settling in the American Southwest and Florida, the French in the Great Lakes region and Louisiana, the Dutch in present-day New York, and the English on the Eastern Seaboard. Of these colonizers, only the English sent large numbers of settlers.

​During this period, over 300,000 African slaves were brought to North America via the infamous Middle Passage across the Atlantic.

Early National America (1776-1820)

​European settlers during the early national period came primarily from Northwestern Europe (England, Scotland, Germany, and Scandinavia). These settlers were overwhelmingly Protestant.
​
After American independence, 300,000 more African slaves were brought to the United States before Congress ended the African slave trade in 1808.

Antebellum Period (1820-1860)

In the 1820s, thousands of Anglo-American settlers, mostly from the South, began settling in Texas, which was part of Mexico. In the 1830s, conflicts between these settlers and the Mexican government resulted in Texas declaring its independence in 1836.
​
The 1830 Indian Removal Act resulted in the (often forced) relocation of around 60,000 Native Americans from the South to the Indian Territory (Oklahoma). Thousands died on what became known as the Trail of Tears.
Irish and German Immigrant Historical Political Cartoon
In this antebellum political cartoon, Irish and German immigrants - caricatured for their reputation for consuming alcohol in an era of temperance - are depicted running off with a ballot box during a riot.
From 1845-1855, there was a wave of Irish and German immigration, which was the first major wave of Catholic immigration in the history of the United States. Most German immigrants settled in rural areas of Pennsylvania and the Midwest, while the Irish settled in coastal cities, such as Boston, New York City, and Philadelphia, which were fast becoming industrial centers.
​
NATIVISM: Irish immigrants did not receive a warm welcome because of their Catholicism and their willingness to work for cheap in the industrializing economy in the North. The “Know Nothing” Party received about 20% of the popular vote in the 1856 election after campaigning against Catholics and immigrants.

The Wild West (1840-1890)

During the 1840s, the height of Manifest Destiny, thousands of American pioneers ventured to the American West on the Oregon, Mormon, and California Trails. The 1849 Gold Rush made California a popular destination for Americans hoping to strike it rich.

The Gold Rush also attracted Chinese immigrants, who settled in San Francisco and prospected for gold. In the 1860s, Chinese made up the bulk of the workforce that constructed the Central Pacific Railroad.

NATIVISM: The Chinese Exclusion Act (1882), which banned further immigration from China, was the first law passed in the United States to limit immigration. A 1907 “Gentleman’s Agreement” between the United States and Japan limited Japanese immigration without the United States passing a law.

The Progressive Era (1890-1920)

In the 1890s, as the United States was in the midst of unprecedented industrialization and urbanization, “New Immigrants” arrived in droves from Southern and Eastern Europe (e.g., Italy, Poland, Greece, and Russia). In addition to Italian and Polish Catholics, this represented the first large wave of Jewish and Orthodox Christian immigrants. 

NATIVISM: The New Immigrants did not get a particularly warm welcome in the United States because they did not tend to speak English, came from countries with little to no experience with republican institutions, and often lacked education and job skills.

Progressive reformers worked to culturally assimilate the New Immigrants into an American “melting pot.” The settlement house movement, led by people like Jane Addams (of the Hull House), sought to give immigrants job and language skills. Public education became more focused on citizenship and acquainting new immigrants with the American way of life.

Post-WWI (1920s)

The (First) Red Scare, which followed the Bolshevik Revolution, was a panic about immigration rooted in fear that immigrants would start a communist revolution in the United States. The Palmer Raids resulted in the deportation of hundreds of immigrants who held radical political views.

The Great Migration of African Americans from the South began during World War I, as black men sought jobs in Northern cities and eventually brought their families with them. Unfortunately, many of those trying to escape racism in the South found it in the North in the form of brutal race riots in Chicago and other cities.

NATIVISM MEETS RACISM: The (Second) Ku Klux Klan reached its peak membership in the mid-1920s, inspired by the silent film, Birth of a Nation, which glamorized the activities of the (First) Ku Klux Klan during Reconstruction. The Ku Klux Klan was as nativist as it was racist, promoting an idea of America that was white, native, and Protestant (WASP).

Congress passed Immigration Quota Acts during the 1920s, which laid the foundation for a system of controlled immigration. Quotas, based on national origins, gave preference to immigrants from Northern and Western Europe.

The Sacco and Vanzetti Trial was a polarizing event in the 1920s. When Sacco and Vanzetti were found guilty of a murder and armed robbery, Italian-Americans cried foul, claiming that the guilty verdict was based on the defendants’ national origins and anarchist politics.

Contemporary America (1960-Present)

In the decades following WWII, there was a sustained internal migration to the warm climates of the sun belt (from the Carolinas to California) because of the availability of air conditioning and cheaper (and often less regulated) labor.

In the 1960s, national origins quotas were modified in order to encourage more immigration from the developing world - especially from Asia, Africa, and the Middle East - and eliminating preferences for white immigrants.

The 1965 act also gave preference to educated immigrants who possessed specialized job skills (e.g., doctors, chemists), immigrants who already had relatives in the United States, and refugees.

The Immigration Act of 1990 lifted restrictions against homosexual immigrants, who had been classified among “sexual deviants” in the 1965 Immigration Act.
AP® is a trademark registered by the College Board, which is not affiliated with, and does not endorse, this product.
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APUSH Interwar Foreign Policy Multiple Choice Practice

3/14/2020

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Topic 7.11 in the AP US History Course and Exam Description addresses Interwar Foreign Policy. One of the key understandings students must have to answer questions about this topic is to understand that while the American public was concerned about the rise of totalitarian regimes, such as Nazi Germany, most Americans opposed direct involvement in the war until the Japanese attacked Pearl Harbor on December 7, 1941.

The America First Committee

The America First Committee was an interest group organized in 1940 by Americans who were against intervention in World War II. America First rallies featured celebrity speakers, such as Charles Lindbergh, the first pilot to make a solo flight across the Atlantic Ocean. Lindbergh's vocal advocacy of neutrality helped to harden American public opinion against entering the war until the Japanese attacked Pearl Harbor. The America First Committee dissolved itself within days of the Pearl Harbor attack, with Lindbergh and other leaders expressing their patriotic support for the war effort.
Download Multiple
​Choice Questions
Charles Lindbergh addresses an America First Committee rally with a picture of George Washington on display prior to the Pearl Harbor attack.
Charles Lindbergh addresses an America First Committee rally (charleslindbergh.com)
I have created a practice stimulus-based multiple choice question set featuring an excerpt from one of Charles Lindbergh's speeches. This should be helpful in preparing AP US History students for questions that they might encounter on the exam regarding Interwar foreign policy prior to Pearl Harbor. This is one of fifteen topics from Period 7 of the APUSH course that is subject to assessment.
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Compromise of 1850 (APUSH Lecture Notes)

12/1/2018

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Click here to download a printable set of these lecture notes.

Historical Context

In 1848, the United States annexed the Mexican Cession as part of the terms of the Treaty of Guadalupe Hidalgo that ended the Mexican-American War. The organization of the Mexican Cession became a hot issue in Congress that appeared to be unsolvable, as the doctrine of Free Soil, which prohibited any further expansion of slavery into the American West, gained acceptance in the North while Southern congressmen remained insistent on the existing practice of admitting an equal number of slave and free states into the Union. While it had never passed both houses of Congress, the Wilmot Proviso, with its declaration that slavery would not be allowed in any territories acquired from Mexico, still functioned as a line in the sand for the North.
 
When California petitioned to enter the Union as a free state, the proposal met resistance from Southern congressmen and it appeared that California would fail to clear the hurdle of the Senate – where the South was nearly equally represented with the North – and fail to attain statehood. Henry Clay, known as the ā€œGreat Compromiser,ā€ designed a compromise proposal that he hoped would settle the differences between the sections as he had previously with the Missouri Compromise and the Compromise Tariff of 1833, which had ended the Nullification Crisis. This compromise, known as the Compromise of 1850, would be Clay’s last and the final compromise between the sections prior to the American Civil War.
The Compromise of 1850 is divided into five parts:

1. Admit California as a Free State

Free Soil advocates in Congress were dead set on admitting California as a free state, while Southern congressmen objected to the admission of California without also admitting a slave state, as had been done in the past. Some Southern senators demanded that California be divided into two states, while others objected on procedural grounds, since California was applying for statehood without previously being organized by Congress as a territory. The initial proposal to admit California as a free state failed to gain the support of the Senate, so something had to be done in order to gain some Southern votes.

2. A Stronger Fugitive Slave Act

Although the Constitution required the return of fugitive slaves who had escaped to free states to their owners, the Fugitive Slave Act of 1793 did not require state governments to cooperate with slave catchers and did not directly involve federal officials in apprehending escaped slaves. This especially concerned representatives of the states of the Upper South, from where it was easiest to escape to free states (Frederick Douglass, for example, had escaped from Maryland). A new and stronger Fugitive Slave Act of 1850 was passed that required state governments to cooperate in the capture of escaped slaves. Additionally, anyone accused of being a slave was to receive a federal bench trial without the benefit of a jury.

The Fugitive Slave Act of 1850 was the most controversial part of the Compromise of 1850 and provoked hostility from antislavery activists in the North. Several states, including Wisconsin, Michigan, and Massachusetts, passed ā€œpersonal liberty lawsā€ that guaranteed jury trials to those accused of being escaped slaves. This resistance, while not formally nullifying the federal law, is considered to be a form of de facto nullification.

3. Popular Sovereignty in New Mexico and Utah Territories

Prior to the Compromise of 1850, Congress had decided the status of slavery in a federal territory when organizing that territory, as it had in the Missouri Compromise thirty years earlier. Given the stalemate between proslavery and Free Soil factions in Congress, this was not going to be possible. In order to break the stalemate, Lewis Cass and Stephen Douglas – both Northern Democrats – proposed popular sovereignty (also known as squatter sovereignty) as a solution. The doctrine of popular sovereignty placed the status of slavery in the hands of the settlers rather than in Congress. The New Mexico and Utah Territories were organized in the Mexican Cession on the basis of popular sovereignty, allowing members of Congress to vote to organize the territories without going on record as supporting or opposing slavery.

4. Texas "Bailout" - Land Ceded for War Debt Assumption

The greatest obstacle to organizing the New Mexico and Utah Territories was that Texas – a slave state – still claimed some of the land that the federal government considered as part of the Mexican Cession. Texas claimed that the Rio Grande formed not only its southern - but also its eastern - border. This included Santa Fe, one of the most important cities in the Mexican Cession. In order to get Texas to relinquish its western land claims, the federal government agreed to pay the state’s outstanding debt of $10 million. As with many conflicts between the federal government and the states, this one was solved by money.

Compromise of 1850 Map (Texas and the Mexican Cession

Map of Texas and the Mexican Cession Before the Compromise of 1850
Before (July 1848)
Map of Texas and the Mexican Cession After the Compromise of 1850
After (December 1850)
Map Credit: Golbez (Wikipedia)

5. Slave Trade Abolished in Washington, D.C.

Antislavery members of Congress wanted to see slavery abolished in the nation’s capital, seeing it not only as an affront to their own eyes, but an embarrassment in the eyes of the world, which sent its ambassadors to there. Southern congressmen were equally determined to preserve slavery in the capital, not only as a matter of principle, but as a practical matter since their personal valets traveled to Washington with them. A compromise was reached that prohibited the slave trade in Washington, D.C., but did not abolish the institution of slavery, itself.

Memorizing the Compromise of 1850

It can be difficult to remember five pieces of information by themselves, which is why I encourage students to divide their recollection of the Compromise of 1850 into three smaller parts. The admission of California as a free state (for the North) and the stronger Fugitive Slave Act (for the South) can be seen as an even trade. The organization of the Mexican Cession according to principles of popular sovereignty and the settlement of the Texas boundary in return for debt assumption are both territorial provisions for organizing the Mexican Cession. Finally, the abolition of the slave trade (but not slavery, itself) in Washington, D.C., stands on its own as a compromise between the sections.

The Failure of the Omnibus

Henry Clay initially attempted to pass the Compromise of 1850 as an omnibus bill, in which the entire compromise would be passed by a single vote in each house of Congress. When Clay’s omnibus bill failed, Stephen Douglas built a separate majority to pass each provision of the compromise as a separate bill. Douglas’ approach to the bill took additional work, but it got the job done. Although Clay still gets most of the credit for the Compromise of 1850 as an elder statesman, the younger Douglas – whose presidential aspirations were still ahead of him and not behind him, as Clay’s were – did most of the legwork.

Webster vs. Calhoun: Last Debate of the Great Triumvirate

The Compromise of 1850 represented not only the end of an era of compromise in Congress, but also the end of an era of the political dominance of the generation that came of age during the War of 1812. Henry Clay, Daniel Webster, and John C. Calhoun – known to history as the ā€œGreat Triumvirateā€ – were at the end of their long political careers, having all made their names in the Senate after unsuccessfully pursuing the presidency. While Clay’s role in the compromise has already been addressed, the speeches of Webster and Calhoun illustrate the turning point that the Compromise of 1850 represented in American politics. 
Daniel WebsterWebster
Daniel Webster, a senator from Massachusetts, delivered his ā€œSeventh of Marchā€ speech in favor of the compromise. In his opening words, he proclaimed, ā€œI wish to speak to-day, not as a Massachusetts man, nor as a Northern man, but as an American,ā€ attempting to interpose himself between the conflicting sections. However, his assertion that, ā€œthe South, in my judgment, is right, and the North is wrong,ā€ in reference to the failure of the Northern states to cooperate in the return of escaped fugitive slaves did not sit well with Webster’s constituents, which included noted abolitionists like William Lloyd Garrison and John Greenleaf Whittier. Whittier wrote a poem, Ichabod, which cast Webster as an angel fallen from glory. In order to escape the ire of his constituents, Webster resigned from the Senate and finished his political career as Millard Fillmore’s Secretary of State.

John C. CalhounCalhoun
John C. Calhoun of South Carolina, who had begun his career as a ā€œWar Hawkā€ and ardent nationalist during James Madison’s presidency, had become the elder statesman of Southern sectionalism and one of the most vocal advocates for the expansion of slavery into the American West. In a speech that was read aloud by a colleague while he watched silently due to advanced illness, Calhoun expressed his opposition to the compromise, believing that the South had already agreed to several compromises and was on its way to compromising itself out of existence. He predicted that the compromise measures, if passed, would lead the nation on an inevitable course toward disunion – a prediction with an air of prophecy.

Why it Matters

The importance of the Compromise of 1850 lies in its status as a turning point in the political culture of the United States. In crafting the Compromise of 1850, Henry Clay used the same strategy that had worked to solve the Missouri question and the Nullification Crisis, both of which had been solved by compromise measures. However, the fruits of Manifest Destiny - the annexation of Texas and the Mexican Cession – ignited new conflicts over the status of slavery that had been settled before these new territories were added to the United States. In addition, the United States was transitioning from an aristocratic political culture based on political compromise to a democratic political culture based on majority rule (for more on this, see my analysis of aristocratic and democratic republics as applied to antebellum politics). Just a few years later, Congress would pass the Kansas-Nebraska Act, which repealed elements of the Missouri Compromise and make slavery possible in areas that had been closed to the peculiar institution in 1820.

The era of Antebellum political compromise ended with the Compromise of 1850. Congress would never admit another slave state, ending the earlier practice of pursuing a parity between slave and free states. No successful political compromise would be reached between the sections until the Compromise of 1877, which ended Reconstruction.

The following key concepts from the AP US History Course Description and Concept Outline are relevant to the Compromise of 1850:
 
Congressional attempts at political compromise, such as the Missouri Compromise, only temporarily stemmed growing tensions between opponents and defenders of slavery. (Key Concept 4.3)
 
The courts and national leaders made a variety of attempts to resolve the issue of slavery in the territories, including the Compromise of 1850, the Kansas–Nebraska Act, and the Dred Scott decision, but these ultimately failed to reduce conflict. (Key Concept 5.2)

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The Whiskey Rebellion (APUSH Notes - Period 3)

11/27/2016

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The Whiskey Rebellion was an uprising of Western Pennsylvania farmers that took place between 1791-1794 in response to Alexander Hamilton’s excise tax on whiskey. It was a key incident in the development of the First Two Party System in the United States.

View this lecture on YouTube!

Context

Alexander Hamilton had ambitious plans for building a strong central government with an equally strong credit rating. In order to build public credit, Hamilton pushed a plan for the federal government to assume the war debts that the states had incurred during the Revolution. After resisting the measure initially, Jefferson and Madison agreed to the measure in return for an agreement that the federal capital would be moved to a site on the Potomac River on the border of Virginia and Maryland.

Hamilton's Whiskey Tax

Alexander Hamilton
After the federal government took on over $20 million in new debt, Hamilton’s next step was figuring out how to pay for it. As is often the case in history, the people who were chosen to pay for this new debt assumption were not the people who benefitted most from it or even supported it in the first place. To fund this new debt, Hamilton recommended a federal excise tax on whiskey. An excise tax is a tax on the sale of a product or on a product produced for sale (in this case, the latter). Hamilton’s whiskey tax is also an example of a sin tax, which is placed on goods that are deemed luxurious – or even harmful (today, taxes on cigarettes are an example).

Today, Americans tend to think about whiskey as a luxury that is enjoyed by pretentious gentlemen, but at that time, wine was the preferred beverage of the upper classes and whiskey was more of a poor man’s drink. Jefferson, a critic of distilled spirits, hoped to encourage domestic production of wine in order that wine would become the alcoholic beverage of choice for all Americans.
“No nation is drunken where wine is cheap; and none sober where the dearness of wine substitutes ardent spirits as the common beverage. It is, in truth, the only antidote to the bane of whiskey."
​                 -- Thomas Jefferson
It’s important to note here that Jefferson wanted to explore ways for wine to become cheaper rather than to raise the price of whiskey through taxation.

A Regressive Tax

Hamilton’s whiskey tax hit especially hard in Appalachia, the region of westernmost settlement at the time, where farmers would distill small batches of whiskey for easier transport across the Appalachian Mountains or down the Ohio River to New Orleans. At the time, it was difficult to transport surplus wheat across such long distances, but a farmer could get a good return on a few barrels of whiskey, making for a profitable side hustle for these farmers. Whiskey also served as currency in these Western regions where precious metals and paper money were scarce.
Because of these economic realities, Western settlers felt targeted by Hamilton’s tax, which hit them harder than it did Americans living on the Eastern Seaboard. To add insult to injury, Hamilton’s tax was a regressive tax that allowed large distillers to pay a flat rate, while small distillers had to pay by the barrel. At this time, President George Washington was the largest commercial distiller in America. Distillers like Washington could pay a single flat fee and produce as much as they wanted with no additional tax, but Western farmers who lacked the resources to operate on that kind of scale had to pay a tax on every single barrel they produced.
Regressive Taxation (The Whiskey Rebellion)
A Regressive Tax (The Whiskey Rebellion)
Click on an image to enlarge
PowerPoint available at my Online Store

The Whiskey Rebellion

Popular discontent spread throughout Appalachia and rose to the point of a full-scale rebellion in Western Pennsylvania – specifically, the area around Pittsburgh. The Whiskey Rebellion, as it is known to history, was the third in a line of major frontier settler rebellions. Bacon’s Rebellion in Colonial Virginia and Shays’ Rebellion in Massachusetts during the Confederation Period followed similar patterns of armed uprising by frontier farmers against Eastern elites. While the American Revolution had some features of these rebellions, it was a cooperative effort between frontier settlers and the colonial elites who supported it. The Whiskey Rebellion was the last of these armed uprisings in the early history of the United States.
The organizers of the Whiskey Rebellion used a lot of the same rallying cries and methods that had been used a few decades before during the years leading up to the American Revolution. “No Taxation Without Representation,” shouted the disgruntled crowds. Although Western Pennsylvania was represented in Congress, those who protested against the excise tax saw it as similar to the Stamp Act, where an outside government had taxed the colonies without the consent of their colonial legislatures. No one disputed the authority of the new federal government to collect taxes on imports, but the idea of this new government reaching directly into the pockets of citizens struck many people as a repressive throwback to the days of unfair taxation by Parliament. Just as the Sons of Liberty had used tarring and feathering to intimidate tax collectors, the Whiskey rebels tarred and feathered a federal tax collector, forcing him to “ride the rail” through the town in an old humiliation ritual.

Escalation

The Whiskey Rebellion escalated quickly.According to Ron Burgundy, a widely respected historian and Scotch connoisseur, the Whiskey Rebellion escalated quickly.
​Between 1792 and 1794, things escalated as the unrest in Western Pennsylvania went from a raucous protest to a full-scale rebellion. Threats were made, effigies were burned, tax collectors were assaulted, and finally, shots were fired by organized groups of armed militiamen. In 1794, Washington decided that the rebellion was too large to be contained by local authorities and worthy of federal attention and gained authorization from Congress to call up a federalized militia. The federal government raised an army of 13,000 men to put down a rebel militia whose size was estimated to be around 500. Once the federal militia was assembled, Washington showed up to personally inspect the troops. Although one historian refers to this as “the first and only time a sitting American president led troops in the field,” this isn’t strictly accurate, as following his inspection, Washington left the army under the command of “Light-Horse Harry” Lee, a Revolutionary War officer who was then serving as governor of Virginia. It was Lee who would lead the army into Western Pennsylvania to put down the rebellion. Ironically, Lee was the father of General Robert E. Lee, the most famous person ever to lead a “rebel army” in the history of the United States.

The force assembled by the federal government was so overwhelming that it prompted the small rebel militia to disperse before the federal militia even got there. This was viewed as a massive victory for Hamilton and the Federalists, who had sought to demonstrate the power of the new federal government to put down insurrections – an area where the Confederation government had proven to be woefully inadequate while Shays’ Rebellion had raged on for months in Western Massachusetts. In a gesture of clemency, President Washington pardoned two men who were found guilty of treason and sentenced to hang.

Jefferson and the Whiskey Rebellion

Thomas Jefferson
Although Federalists hailed this as an achievement of a strong central government against anarchist elements intent on undermining its authority, Jefferson viewed the federal government’s response as an overreaction to a minor uprising. “An insurrection was announced and proclaimed and armed against, but could never be found,” Jefferson wrote to James Monroe. Jefferson and Madison believed that Hamilton used the rebellion to advance his own partisan political agenda, casting the Federalist Party as the party of law and order and the Republican Party as the party of rebellion and lawlessness.

No matter what Hamilton’s motives were, the unceremonious end of the Whiskey Rebellion put an end to a tradition of armed uprisings of disgruntled whites on the western frontier that had spanned over a century.  Resistance against federal policies by disaffected whites would be confined to the political sphere until the 1850s, when violence erupted in Kansas in the years leading up to the Civil War.

Sin Tax Error?

The long-term victory would rest with the Jeffersonians, as no Federalist would ever hold the presidency again after John Adams lost his bid for re-election in 1800. In the years since, Americans have continued to have debates about how government policies affect the less fortunate, both in terms of the use of government police powers and of fair and equitable taxation – a debate that has shown itself most recently in the presidential candidacies of Bernie Sanders and Donald Trump. Appalachian voters, angry with elites in Washington, were a key part of the coalition that elected Donald J. Trump as the 45th President of the United States.
Politically, Hamilton’s victory proved to be short-lived, as small farmers in Appalachia put aside their bullets and went to the ballot box in protest. Western areas supported Jefferson’s Republican Party overwhelmingly in the elections that followed, leading to a Republican takeover of the White House and both houses of Congress in 1800. As president, Jefferson signed a repeal of Hamilton’s whiskey tax, along with all internal excise taxes, preferring to fund the government through revenue tariffs. “It may be the pleasure and pride of an American to ask,” Jefferson stated in his Second Inaugural Address, “what farmer, what mechanic, what laborer, ever sees a tax-gatherer of the United States?”

Further Reading:
Dumas Malone, Jefferson and the Ordeal of Liberty (University of Virginia Press, 1962)

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    Tom Richey

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