INTRODUCTION
Many scholars have been puzzled by the legal status of Penelope and Telemachus at the beginning of the Odyssey. Ten years have passed since the end of the Trojan War, and during this time no one has seen or heard from Odysseus. Since the seventh year of his disappearance, the elite men of Ithaca and the surrounding islands have frequented the palace (2.89, 19.151, 24.141), squandering the household's wealth through constant banquets. Such chaos could have taken place only due to the consensus that the king had died on his journey, which resulted in a power vacuum. Odysseus’ two male relatives—his father Laertes and his son Telemachus—cannot fill the monarchic void, for a reason which the epic never explains. On the other hand, the suitors seek Penelope's hand to assume the role of king themselves.
Finley succinctly describes the situation with the maxim: ‘The king is dead! The struggle for the throne is open!’.Footnote 1 But he cannot rationalize this social practice: first, why can Odysseus’ adult male kin not take his place, even if temporarily, and second, why should the identification of the next king lie in Penelope's hands? Finley ends his discussion without a decisive explanation, raising the suggestion that ‘the Penelope situation had become so muddled in the long prehistory of the Odyssey that the actual social and legal situation is no longer recoverable’.Footnote 2
This study proposes a solution to this conundrum by examining death as a social construct with legal implications in Homeric society. It maintains that Odysseus is not officially considered dead and, consequently, Penelope is not a widow and Telemachus cannot inherit his father's throne. Their status can only be altered once Odysseus is honoured with a cenotaph, an act with repercussions similar to modern declarations of death in absentia.Footnote 3 The first section elaborates on the concept of legal death, drawing on contemporary legal systems and scholarship. The second section then outlines past interpretations of the question of Odysseus’ kingship, highlighting their merits and flaws. The third section contains the core of the argument: the difficulties of Penelope and Telemachus stem from Odysseus’ paradoxical condition; although the king is widely believed to have died, he has not been declared as such formally. In the first book, Athena tells Telemachus that after he erects a mound to Odysseus, he can marry off Penelope himself. This right—which he currently lacks—implies a new role for him as head of the household, and for Penelope as a widow who may remarry without first returning to her parents. The fourth section considers this legal convention alongside the Homeric depiction of Hades, showing that the funeral is a rite of passage for both the dead and living relatives.
LEGAL DEATH
Death is, on the surface, a purely biological phenomenon: the cessation of all physiological functions. But the demise of the once-living body nevertheless charges the event with cultural importance, rendering death a social construct. Anthropologists Hertz and van Gennep reveal that many cultures conceptualize death not as a single moment in time, but as a prolonged process. Biological death is, in this view, only the beginning of a series of practices and rituals that culminates in the full incorporation of the deceased into the world of the dead. Focussing primarily on eschatological notions, the ground-breaking studies of Hertz and van Gennep demonstrate that death cannot be simply addressed in terms of physiology, since it is also a cultural construct. However, while they underscore the religious aspects of death, as a sociological phenomenon it similarly falls under the ambit of law.Footnote 4
A legal declaration of death, in modern countries, is an ordinary act performed by people qualified by the state for this mission, such as when people with certain medical training (most commonly physicians) declare time of death. In other cases, the qualified person is a judge, particularly when the physiological state and whereabouts of a certain individual are unknown. Suspicion of death in absentia is a complex situation that generates a morass of legal problems concerning the absentee's duties and rights regarding finance, employment and marriage.Footnote 5 As long as the absentee is not declared dead, family members must keep paying the absentee's debt without having access to the financial assets, and the spouse cannot dissolve the marriage, claim benefits and life insurance or remortgage a house.Footnote 6 Without any evidence that could indicate the absentee's condition, declaration of death can be a long and complicated process; relatives and authorities dealing with uncertainty regarding an individual's physiological state always run the risk of declaring as dead a living person who might one day return home.Footnote 7 Legal requirements differ between countries; most commonly, the kin must wait a certain duration of time, usually 5–7 years, before they may approach a judge.Footnote 8 Only a ruling by the judicial authorities can establish the absentee as legally dead, thus allowing the close relatives to see to the necessary bureaucratic arrangements.
As will be demonstrated, recognizing the legal implications of death are crucial for understanding the Ithacan situation. While contemporary Western societies view declarations of death exclusively as a secular action, entrusted in the hands of physicians or judges, in Homeric society the legal act is actualized by the mortuary ritual. The funeral serves as a declaration of death: it constitutes the subject as dead and consequently changes the relatives’ social status, since the spouse becomes a widow or widower, and the patrimony can be inherited. But before entering the main argument, let us first examine former suggestions raised for the problem with Odysseus’ kingship.
PREVIOUS SCHOLARSHIP
Since Finley, many scholars have attempted to provide a coherent account of the Ithacan situation. John Halverson, for example, rejects the existence of hermeneutical difficulties by problematizing the dichotomic social order in Ithaca.Footnote 9 According to him, although Odysseus is defined as βασιλεύς, this word should not be understood as a king with hereditary privileges, but less formally as the most prominent individual in a certain area, especially with respect to wealth.Footnote 10 The struggle is not about succession, since the suitors plan on forcing Penelope to leave Odysseus’ household only at the beginning while later they collude to kill Telemachus and divide his assets between all of them.Footnote 11 The suitors vie over Penelope alone and perhaps the prestige that she will confer on her new husband due to her appearance, lineage or status as the former wife of the renowned Odysseus; marrying Penelope will furnish the new husband with high honour, but not with the office of ruler.Footnote 12 Nevertheless, the epic undermines this interpretation, as is evidenced by the words of the suitor Eurymachus. In his last moments, he discloses the aims of Antinous, the most aggressive suitor of them all (22.49–53):Footnote 13
For he executed these deeds not so much out of desire or need of marriage, but with other thoughts, which the son of Cronus did not fulfil for him, that he himself might be king in the land of well-built Ithaca.
As such, the approach that the suitors’ main goal is indeed to take hold of the monarchic power still holds water.Footnote 14
Some scholars solve the problem by arguing that Greek mythology preserves a model of succession through the female line in which transmission of royal power does not pass from father to son, but by marrying the king's daughter.Footnote 15 Menelaus, for example, became king of Sparta by taking Helen, the daughter of the former Spartan king Tyndareus, as his wife.Footnote 16 Furthermore, similar uxorilocal patterns are attested in other Mediterranean cultures, suggesting that this practice was prevalent in more ancient times.Footnote 17 This could explain why neither Telemachus nor Laertes can assume kingship. Although Laertes is old, he cannot be much older than Nestor, the active king of Pylos during the Trojan war.Footnote 18 According to this interpretation, he is incapable of retaining the throne, even temporarily until Odysseus’ return, since he never held the position of king, nor does his lineage have monarchic history.Footnote 19 Although the mythological background of the Ithacan royal line is murky, Homer never describes Laertes as βασιλεύς.Footnote 20 Telemachus’ royal blood, following the same logic, does not afford him the prospect of ruling Ithaca. Only the one who marries Penelope will become the next king of Ithaca, just as Odysseus had done beforehand.Footnote 21
This model, however, does not dovetail with the full social apparatus presented in the Homeric epics. As Westbrook shows, Homeric society recognizes two mechanisms for assuming royal power—marriage and inheritance.Footnote 22 Kingship may indeed be gained through marriage; territories were considered part of the king's household, οἶκος, and hence were an alienable property which the king could provide as a dowry, thus establishing his new son-in-law as king. Agamemnon, for example, promises that he will give Achilles one of his daughters’ hand in marriage together with seven cities, over which he shall rule as king (Il. 9.144–56 = 286–98).Footnote 23 Although this is not stated explicitly, it is a reasonable assumption that Odysseus won his status in exactly this fashion, since, as noted above, Laertes was seemingly never king. Odysseus was given sovereignty over Ithaca by Penelope's father, the Spartan king Icarius, upon his marriage.
Nevertheless, the transfer of power from father to son is also present in the Homeric epics: while Menelaus won the Spartan throne thanks to his marriage with Helen, his brother Agamemnon succeeded their father Atreus in Mycenae. Moreover, Telemachus’ right to the throne is recognized by Antinous, who tells him: ‘Would that Cronus’ son never make you a king in sea-girt Ithaca, which is your ancestral right by lineage’ (μὴ σέ γ᾽ ἐν ἀμφιάλῳ Ἰθάκῃ βασιλῆα Κρονίων | ποιήσειεν, ὅ τοι γενεῇ πατρώιόν ἐστιν, Od. 1.386–7; cf. 15.533–4). Since the monarchy is part of the king's household, a male child can inherit it from his father (cf. 14.207–9). Westbrook explains Telemachus’ inability to become king by arguing that Homeric kingship requires two factors: strength and legitimacy.Footnote 24 Legitimacy can be acquired either through marriage or through blood. But strength is equally important, meaning that Odysseus won his throne not only due to his marriage with Penelope, and the dowry Icarius had provided her with, but also thanks to his valour and military successes. Telemachus, however, despite his legitimacy by blood, still cannot assume the throne because of his young age and inexperience.Footnote 25 The suitors, for their part, are grown men who do possess strength, and they wish to marry Penelope in order to acquire legitimacy.Footnote 26
Westbrook accounts for the situation on Ithaca, but the question of how Telemachus can become king remains. Telemachus at this stage is twenty years old—not a young child by any standards. He has the power to summon and speak before the assembly, even though his authority is yet to be fully recognized,Footnote 27 and he enjoys the support of many among the Ithacan population, such as the swineherd Eumaeus. When Odysseus returns, Telemachus helps him to massacre the suitors (22.92–104), showing that he is lacking in neither bravery nor skill. True, he has not fought in a war, but this fact can be attributed to the peaceful years following the Trojan War rather than to any personal flaw. It is moreover unclear why kingship is sometimes treated just like any other tangible possession, while at other times there are some unique restrictions that distinguish it. Whereas ‘legitimacy’ presupposes a society with established mechanisms for the peaceful transferral of power, the prerequisites of ‘strength’ are vague and suggest a society in which physical superiority trumps legal procedure. Therefore, the full legal circumstances on Ithaca remain obscure.
LEGAL PERSPECTIVE
Finley and subsequent scholars presume that Odysseus is considered dead. This has spawned a nexus of interpretative problems, which those scholars explain through ever-developing hypotheses regarding the social conventions of widowhood and kingship in the Homeric world. None has so far chosen to reexamine the assumption rather than the arguments.Footnote 28 The ambiguity regarding Odysseus’ condition may, in fact, explain the legal conundrums that Penelope and Telemachus face, since not only is Penelope not considered a widow, Telemachus also cannot take hold of his patrimony.
Indeed, due to Odysseus’ long absence, the consensus on Ithaca holds that the king has died. Even Penelope, as part of her pretext, admits that Odysseus is dead (Od. 2.96 = 19.141 = 24.131). However, this does not mean that Odysseus has formally been declared dead.Footnote 29 When Telemachus speaks with Antinous, he refers to the vagueness regarding his father's physiological condition (2.131–2). This uncertainty is further demonstrated in the first book in the speech of Athena, disguised as Mentor, to Telemachus, where the goddess implores him to look for information concerning Odysseus (1.280–3; cf. 2.212–17):Footnote 30
Prepare a ship with twenty oars, the best one, and go to learn about your long-lost father, whether a mortal might inform you or you hear Zeus’ word, which especially brings tidings to men.
Were Odysseus’ death considered a fact, searching for proofs would be redundant. But the possibility, however unlikely, that he is still alive remains and must be examined.Footnote 31 The lengthy period since Odysseus was last seen is not sufficient evidence for his death, and an oral account—either of human or divine origin—is required.Footnote 32
Athena's speech at 1.275–92 merits further examination, for in it the goddess enumerates the potential courses of action that Penelope and Telemachus might take, as well as specifying their implications. Although some scholars find the speech chaotic and self-contradictory,Footnote 33 others argue for its cohesiveness.Footnote 34 As will be elaborated in the following paragraphs, the account can be outlined as a series of conditional clauses:
1. If Penelope wishes to remarry, she should return to the household of Icarius, who will marry her off (275–8);
2. If Penelope wishes to remain at Odysseus’ palace, Telemachus can look for information about his father (280–3) and:Footnote 35
2a. if he hears that Odysseus is alive and will return, he should wait (287–8);
2b. but if Odysseus is dead, he should perform a funeral and build a tomb, and then marry his mother off (289–92).
The first option is for Penelope to return to her paternal household, where her father should give her hand in marriage to whomever he deems most worthy (1.275–8; cf. 2.195–7):
And let your mother, if her desire stirs her to marry, return to the grand palace of her mighty father, and they will furnish her with a wedding and place upon her a high dowry (ἔεδνα), as high as befits a beloved daughter.
Under the current circumstances, Penelope must first leave the household of her husband Odysseus in order to remarry. In the patriarchal Homeric society, women lack autonomy and form part of the possessions held by the male κύριος, the head of the household.Footnote 36 During the marriage ritual, the bride passes from the guardianship of her current κύριος to that of her new husband. Returning to the previous household is not so much a physical act as a legal one, for it terminates the role of the husband as the bride's guardian.Footnote 37 The woman henceforth is no longer married, and her old-new κύριος is allowed to marry her off to another man. In other words, the act of leaving the husband's household dissolves the matrimonial bonds, constituting the separation of husband and wife.Footnote 38
Athena says that Penelope's parents will provide her new groom with ἕδνα (ἔεδνα). The exact meaning of this term in Homer is much debated, and it is unclear whether the word refers to gifts that the families of both the groom and the bride exchange,Footnote 39 or if the ἕδνα are a bride-price exclusively given by the groom to the bride's family.Footnote 40 Another thesis maintains that the term can mean either bride-price or dowry, but not both at the same time, and hence it demonstrates a certain inconsistency in the Homeric institution of marriage.Footnote 41 In the context of Athena's speech, ἕδνα clearly refer to property which the bride's family provides, best translated as ‘dowry’ (cf. 2.53, 196–7).Footnote 42 But these are not simply gifts given to the groom, but rather assets that carry unique status; whereas the husband may use them freely, the ἕδνα formally remain the possession of the bride.Footnote 43 In the act of separation, the husband's household must pay back the dowry to the bride's former κύριος.Footnote 44 As discussed above, Penelope's dowry probably includes, inter alia, rule over Ithaca.Footnote 45 The throne is not the inalienable property of Odysseus’ οἶκος, and hence, should Penelope leave it, she would deprive the household of monarchic rights. Royal power over Ithaca would return to Icarius, who could then bestow it upon his new son-in-law, just as he once bestowed it upon Odysseus. Therefore, the suitors do have a strong basis to believe that whoever marries Penelope will become the next king of Ithaca.Footnote 46
Homer does not reveal whether Telemachus would be entitled to the throne if his parents’ marriage were dissolved. Yet Penelope's ruse may suggest that Telemachus could lose that right.Footnote 47 To delay her separation, Penelope says that she will remarry after finishing weaving a shroud for Odysseus’ father Laertes.Footnote 48 There are other people in the household, servants and maids, including Odysseus’ nurse Eurycleia, but Penelope is seemingly the only one allowed to make the shroud. Moreover, Penelope cannot finish the garment after her separation. The only explanation for these settings is that this task can be performed only by a free female member of the οἶκος. Penelope will not be allowed to complete the shroud after remarrying since the separation would terminate all ties to Odysseus’ household. Telemachus, unlike Laertes, is related to Penelope by blood, but their relations will have no formal legal status. Telemachus will be entitled only to the property in Odysseus’ household, which will no longer include his mother's dowry.Footnote 49
Seeing Penelope's refusal to leave Odysseus, the suitors bid Telemachus to send his mother away against her will (2.113–14). Being the only man in the household, Telemachus appears to possess this privilege. But he refuses to implement it, explaining that ‘it is bad for me to repay Icarius a great price, if I send away my mother by my own will’ (κακὸν δέ με πόλλ᾽ ἀποτίνειν | Ἰκαρίῳ, αἴ κ᾽ αὐτὸς ἑκὼν ἀπὸ μητέρα πέμψω, 2.132–3). Telemachus probably refers here to a penalty that he would have to pay Icarius in addition to the dowry.Footnote 50 He does not explain his refusal through monarchic aspirations, but turns the conflict into a purely economic one. This can be interpreted as evidence of Telemachus’ political shrewdness.Footnote 51 The suitors are not in the palace to woo Penelope, but to force her separation from Odysseus by squandering the household's wealth (2.123–8, 203–8).Footnote 52 Their goal is to make it more profitable for Telemachus to send Penelope away than keeping her in his οἶκος (cf. 19.159, 532–4). Telemachus’ response to Antinous pinpoints the flaw in their plan: he requires his family assets in order to send Penelope away, due to the expected financial cost of doing so. Telemachus uses the suitors’ ploy against them, hinting that they should stop wasting his resources if they want him to be capable of dissolving his mother's marriage.
This logic behind the actions of Penelope, Telemachus and the suitors demonstrates that the Ithacan situation embodies a coherent rationale within the fictional work. The suitors take advantage of the cloud of obscurity hovering over Odysseus’ whereabouts, believing that, in the lack of trustworthy information, Penelope and Telemachus will forever be in the dark concerning their husband/father's fate. They try to force Telemachus into sending Penelope away, which would allow one of them to win her dowry and become king. Since the throne is the suitors’ true goal, they are destined to leave the palace after Penelope's separation, making her return to Icarius the first and simplest solution for Telemachus’ troubles. But both Penelope and Telemachus refuse to implement this method, supposedly because of the love they hold for their family as well as the ramifications of separation between husband and wife.
Athena, for this reason, presents Telemachus with an alternative: to set sail to find information or, more accurately, to declare Odysseus dead. Widows were not obliged to return to their former household if they had a grown son who could assume the role of κύριος and marry them off.Footnote 53 Under current circumstances, Penelope must separate herself from Odysseus before remarrying simply because she is not formally a widow.Footnote 54 Athena, however, mentions a prospect for Telemachus to give his mother's hand in marriage (1.287–92; cf. 2.18–23):
If you should hear that your father is alive and returning, then—despite suffering greatly—you might still endure a year. However, if you hear that he has died and no longer lives, thereupon—having returned to your beloved fatherland—raise a mound and honour him with magnificent rites, as appropriate, and give your mother to a man.
As long as Odysseus is alive, Telemachus has nothing to do but keep on waiting. All the problems are expected to be solved with Odysseus’ return, as finally occurs at the end of the epic. But if Telemachus hears that Odysseus is dead, only then can he raise a mound—a cenotaph in fact—in his father's memory. After completing the funerary procedures, he himself is to marry Penelope off, and not her father. Thus, erecting a mound to Odysseus would allow Penelope to remarry without first leaving Odysseus’ οἶκος.
As for Telemachus, he cannot inherit his patrimony, including the royal power over Ithaca, for the same reason: his father is still considered to be alive. Since royal power—like women—is held just as any other property, it is under the exclusive domain of the κύριος. The ability of Telemachus to marry off his mother by himself after the funeral demonstrates his new role as her guardian, instead of Odysseus. Being the new κύριος he would gain control over Odysseus’ assets, including his mother's dowry,Footnote 55 and finally assume the position of king. When giving Penelope's hand in marriage, he would be providing her new husband with ἕδνα of his choosing and would not be obliged to relinquish the throne. Therefore, Telemachus’ current inability to assume kingship stems from the social norms regarding death, widowhood and inheritance in Homeric society. Odysseus’ cenotaph would serve as a declaration of death in absentia, freeing Penelope and Telemachus from their current legal limbo.
THE RITE OF PASSAGE: RELIGION AND LEGAL CONVENTIONS
Odysseus’ hypothetical cenotaph has drawn the attention of scholars attempting to rationalize the practice of erecting empty tombs in Homeric society. Rohde offers two explanations for this phenomenon; the first relates to the Homeric heroes’ desire for glory.Footnote 56 The funeral mound is a vital part of the Homeric hero's mortuary dues, as it ensures that his glory will pass down to posterity.Footnote 57 An empty tumulus could also represent the dead in the world of the living; Menelaus narrates how, upon hearing of the murder of his brother Agamemnon at Mycenae, he raised a mound in Egypt ‘so that his glory would be inextinguishable’ (χεῦ᾽ Ἀγαμέμνονι τύμβον, ἵν᾽ ἄσβεστον κλέος εἴη, 4.584).Footnote 58
However, according to Rohde, this explanation emerged as a later rationalization of a practice which originally pertained to the soul's well-being in the afterlife.Footnote 59 Beliefs in life after death are ubiquitous, and anthropologists in the nineteenth and early twentieth centuries discussed the requisite of funerary honours for appeasing the dead soul and allowing for its incorporation in the company of the dead.Footnote 60 As for the Iliad and Odyssey, Homer depicts diverse—and sometimes contradictory—notions regarding the afterlife.Footnote 61 Yet a repeating depiction in the epics dovetails with van Gennep's model of the funeral as a rite of passage, since the dead are unable to enter Hades without receiving due honours.Footnote 62 The most striking portrayal of this perception is the appearance of Patroclus’ ghost to the dreaming Achilles (Il. 23.69–74):
You sleep, yet you have forgotten me, Achilles. You neglect me not while I am alive, but in death; provide me with a funeral with all speed that I may pass Hades’ gates. The souls and shadows of those whose work is done keep me far away and do not let me join them beyond the river, and thus I wander above the wide-gated house of Hades.
Patroclus’ words reveal that the kingdom of the dead is not automatically accessible to all souls, but is an enclosed space, separated off by a river and a gate from which the other dead souls exclude those not properly honoured. Similarly, when Odysseus descends to Hades, he first encounters the spirit of the recently deceased Elpenor since his corpse had been left unburied (Od. 11.51–4).Footnote 63 As Elpenor has not received funerary rites, his soul does not dwell with the rest of the dead whom Odysseus is to meet, but in some outer space near Hades’ gates, allowing Odysseus to encounter him before all others.Footnote 64 The entrance to Hades is illustrated as a physical liminal space between the two realms for the dead who are yet to receive honours. Their intermediate condition is also manifested in Patroclus’ ability to communicate with the living through dreams, which themselves function as a liminal cognitive state between wakefulness and sleep, parallel to the state between life and death.Footnote 65
The Homeric depiction of Hades corresponds with the tacit legal conventions that have given rise to the problems with Odysseus’ kingship. It is not the physiological condition, but the funeral itself that ipso facto constitutes one's status as dead.Footnote 66 Subsequently, the legal and economic implications of death are actualized after the funerary rites are completed. The metaphysical belief and social conventions mirror each other since the funeral functions as a rite of passage for the dead and the bereaved alike. The performative power of the ritual defines death, which further affects the social status of the relatives: the spouse becomes a widow/widower, while the male kin can inherit the patrimony.Footnote 67 Therefore, the widespread belief that Odysseus died in absentia is immaterial. Before Telemachus erects a cenotaph in his father's memory, the king is not (legally) dead.