Stephen Báthory

Personal coat of arms

Stephen Báthory was born on 27 September 1533 in the castle at Somlyó, also known as Szilágysomlyó (today's Șimleu Silvaniei).[1] He was the son of Stephen VIII Báthory (d. 1534) of the noble Hungarian Báthory family and his wife Catherine Telegdi.[1] He had at least five siblings: two brothers and three sisters.[1]

Little is known about his childhood. Around 1549–1550, he briefly visited Italy and probably spent a few months attending lectures at the Padua University.[1] Upon his return, he joined the army of Ferdinand I, Holy Roman Emperor, and took part in his military struggle against the Turks.[1] Some time after 1553, Báthory was captured by the Turks, and after Ferdinand I refused to pay his ransom, joined the opposing side, supporting John II Sigismund Zápolya in his struggle for power in the Eastern Hungarian Kingdom.[1] As Zápolya's supporter, Báthory acted both as a feudal lord, military commander and a diplomat.[1][2] During one of his trips to Vienna he was put under house arrest for two years.[2] During this time he fell out of favor at Zápolya's court, and his position was largely assumed by another Hungarian noble, Gáspár Bekes.[2] Báthory briefly retired from politics, but he still wielded considerable influence and was seen as a possible successor to Zápolya.[2]

After Zápolya's death in 1571, the Transylvanian estates elected Báthory Voivode of Transylvania.[2] Bekes, supported by the Habsburgs, disputed his election, but by 1573, Báthory emerged victorious in the resulting civil war and drove Bekes out of Transylvania.[2] He subsequently attempted to play the Ottomans and the Holy Roman Empire against one another in an attempt to strengthen the Transylvania position.[3]

Stephen Báthory as King of Poland with a Mannerist crown from about 1584, most probably created for him in Gdańsk after Willem van den Blocke's design.[4]

In 1572, the throne of the Polish–Lithuanian Commonwealth, at the time the largest and one of the most populous states in Europe, was vacated when King Sigismund II Augustus died without heirs.[3] The Sejm was given the power to elect a new king, and in the 1573 Polish–Lithuanian royal election chose Henry of France; Henry soon ascended the French throne and forfeited the Polish one by returning to France.[3] Báthory decided to enter into the election; in the meantime he had to defeat another attempt by Bekes to challenge his authority in Transylvania, which he did by defeating Bekes at the Battle of Kerelőszentpál.[3]

On 12 December 1575, after an interregnum of roughly one and a half years, primate of Poland Jakub Uchański, representing a pro-Habsburg faction, declared Emperor Maximilian II as the new monarch.[3] However, chancellor Jan Zamoyski and other opponents of Habsburgs persuaded many of the lesser nobility to demand a "Piast king", a Polish king.[3][5][6] After a heated discussion, it was decided that Anna Jagiellon, sister of the former King Sigismund II Augustus, should be elected king and marry Stephen Báthory.[7] In January 1576 Báthory passed the mantle of voivode of Transylvania to his brother Christopher Báthory and departed for Poland.[7] On 1 May 1576 Báthory married Anna and was crowned king of Poland and grand duke of Lithuania.[7] After being chosen as king in the 1576 Polish–Lithuanian royal election, Báthory also began using the title of the prince of Transylvania.[2]

Seal of King and Grand Duke Stephen Báthory, circa 1576–1586

Báthory's position was at first extremely difficult, as there was still some opposition to his election. Emperor Maximilian, insisting on his earlier election, fostered internal opposition and prepared to enforce his claim by military action.[8] At first the representatives of the Grand Duchy of Lithuania refused to recognize Báthory as grand duke, and demanded concessions - that he return the estates of his wife Anne to the Lithuanian treasury, hold Sejm conventions in both Lithuania and Poland, and reserve the highest governmental official offices in Lithuania for Lithuanians. He accepted the conditions.[9] In June Báthory was recognized as Grand Duke of Lithuania.[lower-alpha 1][7][8]

With Lithuania secure, the other major region refusing to recognize his election was Prussia.[8] Maximilian's sudden death improved Báthory's situation, but the city of Danzig (Gdańsk) still refused to recognize his election without significant concessions.[8] The Hanseatic League city, bolstered by its immense wealth, fortifications, and the secret support of Maximilian, had supported the Emperor's election and decided not to recognize Báthory as legitimate ruler. The resulting conflict was known as the Danzig rebellion. Most armed opposition collapsed when the prolonged Siege of Danzig by Báthory's forces was lifted as an agreement was reached.[8][10] The Danzig army was utterly defeated in a field battle on 17 April 1577.[11] However, since Báthory's armies were unable to take the city by force, a compromise was reached.[11][12] In exchange for some of Danzig's demands being favorably reviewed, the city recognised Báthory as ruler of Poland and paid the sum of 200,000 zlotys in gold as compensation.[10][12] Tying up the administration of the Commonwealth's northern provinces, in February 1578 he acknowledged George Frederick as the ruler of Duchy of Prussia, receiving his feudal tribute.[10]

King Stephen in Ottoman clothes, 1585

After securing control over the Commonwealth, Báthory had a chance to devote himself to strengthening his authority, in which he was supported by his chancellor Jan Zamoyski, who would soon become one of the king's most trusted advisers.[6][12] Báthory reorganised the judiciary by formation of legal tribunals (the Crown Tribunal in 1578 and the Lithuanian Tribunal in 1581).[13] While this somewhat weakened the royal position, it was of little concern to Báthory, as the loss of power was not significant in the short term, and he was more concerned with the hereditary Hungarian throne.[10][13] In exchange, the Sejm allowed him to raise taxes and push a number of reforms strengthening the military, including the establishment of the piechota wybraniecka, an infantry formation composed of peasants.[10] Many of his projects aimed to modernize the Commonwealth army, reforming it in a model of Hungarian troops of Transylvania.[14] He also founded the Academy of Vilnius, the third university in the Commonwealth, transforming what had been a Jesuit college into a major university.[15] He founded several other Jesuit colleges, and was active in propagating Catholicism, while at the same time being respectful of the Commonwealth policy of religious tolerance, issuing a number of decrees offering protection to Polish Jews, and denouncing any religious violence.[14]

In external relations, Báthory sought peace through strong alliances. Though remaining distrustful of the Habsburgs, he maintained the tradition of good relations that the Commonwealth enjoyed with its Western neighbor and confirmed past treaties between the Commonwealth and Holy Roman Empire with diplomatic missions received by Maximilian's successor, Rudolf II.[16] The troublesome south-eastern border with the Ottoman Empire was temporarily quelled by truces signed in July 1577 and April 1579.[16] The Sejm of January 1578 gathered in Warsaw was persuaded to grant Báthory subsidies for the inevitable war against Muscovy.[10]

A number of his trusted advisers were Hungarian, and he remained interested in Hungarian politics.[14] In his last years, Báthory, with Pope Gregory XVIII's approval, made a plan with Antonio Possevino for the liberation of Ottoman Hungary by a well organized (mostly Polish) Christian army, and the creation of a strong and independent Hungarian-Polish union under his rule. However, the unfavorable international situation did not allow him significantly to advance any of his plans in that area.[17] In addition to Hungarian, he was well versed in Latin, and spoke Italian and German; he never learned the Polish language.[14]

In his personal life, he was described as rather frugal in his personal expenditures, with hunting and reading as his favorite pastimes.[14]

Polish coin with likeness of Báthory

Before Báthory's election to the throne of the Commonwealth, Ivan the Terrible of Russia had begun encroaching on its sphere of interest in the northeast, eventually invading the Commonwealth borderlands in Livonia; the conflict would grow to involve a number of nearby powers (outside Russia and Poland-Lithuania, also Sweden, the Kingdom of Livonia and Denmark-Norway). Each of them was vying for control of Livonia, and the resulting conflict, lasting for several years, became known as the Livonian War.[18] By 1577, Ivan was in control of most of the disputed territory, but his conquest was short-lived.[18] In 1578, Commonwealth forces scored a number of victories in Liviona and begun pushing Ivan's forces back; this marked the turning point in the war.[16] Báthory, together with his chancellor Zamoyski, led the army of the Commonwealth in a series of decisive campaigns taking Polotsk in 1579 and Velikiye Luki in 1580.[16]

In 1581, Stephen penetrated once again into Russia and, on 22 August, laid siege to the city of Pskov. While the city held, on 13 December 1581 Ivan the Terrible began negotiations that concluded with the Truce of Jam Zapolski on 15 January 1582.[19] The treaty was favorable to the Commonwealth, as Ivan ceded Polatsk, Veliz and most of the Duchy of Livonia in exchange for regaining Velikiye Luki and Nevel.[19]

Bathory's tomb monument in the Wawel Cathedral

In 1584, Báthory allowed Zamoyski to execute Samuel Zborowski, whose death sentence for treason and murder had been pending for roughly a decade.[13][20] This political conflict between Báthory and the Zborowski family, framed as the clash between the monarch and the nobility, would be a major recurring controversy in internal Polish politics for many years.[13][20] In external politics, Báthory was considering another war with Russia, but his plans were delayed to the lack of support from the Sejm, which refused to pass the requested tax raises.[20]

Báthory's health had been declining for several years.[20] He died on 12 December 1586.[21] He had no legitimate children, though contemporary rumours suggested he might have had several illegitimate children. None of these rumours have been confirmed by modern historians.[21] His death was followed by an interregnum of one year. Maximilian II's son, Archduke Maximilian III, was elected king but was contested by the Swedish Sigismund III Vasa, who defeated Maximilian at the Byczyna and succeeded as ruler of the Commonwealth.[22]

Báthory actively promoted his legend, sponsoring many works about his life and achievements, from historical treatises to poetry.[14] In his lifetime, he was featured in the works of Jan Kochanowski, Mikołaj Sęp Szarzyński and many others.[14] He became a recurring character in Polish poetry and literature and featured as a central figure in poems, novels and drama by Jakub Jasiński, Józef Ignacy Kraszewski, Julian Ursyn Niemcewicz, Henryk Rzewuski and others.[23] He has been a subject of numerous paintings, both during his life and posthumously. Among the painters who took him as a subject were Jan Matejko and Stanisław Wyspiański.[23][24]

A statue of Báthory by Giovanni Ferrari was raised in 1789 in Padua, Italy, sponsored by the last king of the Commonwealth, Stanisław August Poniatowski.[24] Other monuments to him include one in the Łazienki Palace (1795 by Andrzej Le Brun) and one in Sniatyn (1904, destroyed in 1939).[24] He was a patron of the Vilnius University (then known as the Stefan Batory University) and several units in the Polish Army from 1919 to 1939.[24] His name was borne by two 20th-century passenger ships of the Polish Merchant Navy, the MS Batory and TSS Stefan Batory.[24] In modern Poland, he is the namesake of the Batory Steelmill, a nongovernmental Stefan Batory Foundation, the Polish 9th Armored Cavalry Brigade, and numerous Polish streets and schools.[24] One of the districts of the town of Chorzów is named after him.[24]

Báthory at Pskov, by Jan Matejko

Immediately after his death, he was not fondly remembered in the Commonwealth. Many nobles took his behavior in the Zborowski affair and his domestic policies as indicating an interest in curtailing the nobility's Golden Freedoms and establishing an absolute monarchy.[21] His contemporaries were also rankled by his favoritism toward Hungarians over nationals of the Commonwealth.[20] He was also remembered, more trivially, for his Hungarian-style cap and saber (szabla batorówka).[23]

His later resurgence in Polish memory and historiography can be traced to the 19th-century era of partitions of Poland when the Polish state lost its independence.[23] He was remembered for his military triumphs and praised as an effective ruler by many, including John Baptist Albertrandi, Jerzy Samuel Bandtkie, Michał Bobrzyński, Józef Szujski and others.[23] Though some historians like Tadeusz Korzon, Joachim Lelewel and Jędrzej Moraczewski remained more reserved, in 1887, Wincenty Zakrzewski noted that Báthory is "the darling of both the Polish public opinion and Polish historians".[23] During the interwar period in the Second Polish Republic he was a cult figure, often compared - with the government's approval - to the contemporary dictator of Poland, Józef Piłsudski.[23] After the Second World War, in the communist People's Republic of Poland, he became more of a controversial figure, with historians more ready to question his internal politics and attachment to Hungary.[23] Nonetheless his good image remained intact, reinforced by the positive views of a popular Polish historian of that period, Paweł Jasienica.[23]

Wikimedia Commons has media related to Stefan Batory.

• History of Poland (1569–1795)
• Muscovite wars
• Nyírbátor

• This article incorporates text from a publication now in the public domain: Bain, Robert Nisbet (1911). "Stephen Báthory". Encyclopædia Britannica. Vol. 25 (11th ed.). p. 887.
• Jerzy Besala; Agnieszka Biedrzycka (2004–2005). "Stefan Batory". Polski Słownik Biograficzny (in Polish). Vol. XLIII.
• Winged Hussars, Radoslaw Sikora, Bartosz Musialowicz, BUM Magazine, October 2016.

• (in Polish) Stephen Báthory's szkofia in the National Museum in Kraków .