Introduction
Over the last thirty years, the development of disability studies as an academic discipline has in turn ensured that interest in disability in historical periods has steadily increased.Footnote 1 Initially, scholars presented an overwhelmingly negative view of disability in antiquity, proceeding under the assumption that babies born displaying visible signs of deformity or disability were subjected either to infanticide or exposure, and that individuals who were subsequently identified as suffering from a deformity or disability, or developed either one later in life, were ostracized and unable to make any meaningful contribution to society.Footnote 2 It is only over the last decade that this reductive approach has been gradually discredited, and the understanding of disability in antiquity has become increasingly nuanced. To date, one monograph has been published on deformity and disability in the Graeco-Roman world, one monograph on disability in the Greek world and one on disability in the Roman world, and one edited volume on disability in antiquity and another on disability in the Roman world.Footnote 3 These have been complemented by investigations into disability in Judaism, Christianity and the Bible.Footnote 4
There are, however, issues with the approaches taken in these studies, primarily their reliance on works of ancient literature written by predominantly elite males who were not themselves deformed or disabled.Footnote 5 The validity of attempting the retrospective diagnosis of health problems suffered by historical individuals is also questionable.Footnote 6 Considering the move towards the use of history, archaeology, and anthropology to show disabled people that their experiences are not uniquely contemporary, with disabled activists utilizing the disciplines to construct historical identities for themselves and their peers, I believe that it is worthwhile to consider the lived experience of ordinary disabled people in antiquity, as opposed to the extraordinary ones – such as, for example, the emperor Claudius – who are most often the subject of scholarly enquiry.Footnote 7
Disability in antiquity
Approaching disability in antiquity is problematic for a number of reasons, chief of which is the lack of first-hand accounts of what it was actually like to be ‘disabled’: in point of fact, in antiquity there was no such official category of person, and thus no such official individual or collective identity as there is today.Footnote 8 Additionally, in order to understand the ‘abnormal’ body, it is necessary to establish what, precisely, constituted a ‘normal’ body.Footnote 9 While works of ancient literature from a variety of genres refer to a variety of disabled individuals and the ways in which they learned to manage their conditions, these brief accounts were not only written down a long time after the individual had actually lived, but were also subject to a degree of mythologization. A case in point is that of Marcus Sergius Silus, who lost his right hand in a military campaign during the Second Punic War (218–201 bc), replaced it with an iron one that he used to hold his shield, and continued to fight using his left hand to wield his sword instead:
No person living, in my opinion at least, ever excelled M. Sergius, although his great-grandson, Catiline, tarnished the honours of his name. In his second campaign he lost his right hand; and in two campaigns he was wounded three and twenty times; so much so, that he could scarcely use either his hands or his feet; still, attended by a single slave, he afterwards served in many campaigns, though but an invalided soldier. He was twice taken prisoner by Hannibal (for it was with no ordinary enemy that he would engage), and twice did he escape from his captivity, after having been kept, without a single day's intermission, in chains and fetters for twenty months. On four occasions he fought with his left hand alone, two horses being slain under him. He had a right hand made of iron, and attached to the stump, after which he fought a battle, and raised the siege of Cremona, defended Placentia, and took twelve of the enemy's camps in Gaul. All this we learn from an oration of his, which he delivered when, in his praetorship, his colleagues attempted to exclude him from the sacred rites, on the ground of his infirmities. What heaps upon heaps of crowns would he have piled up, if he had only had other enemies!…Other persons have been conquerors of men, no doubt, but Sergius conquered even Fortune herself.
(Plin. HN 7.28.104–5)Footnote 10In turn, while epistolography can certainly help us reconstruct the health problems experienced by members of the Roman senatorial elite such as Cicero, Seneca the Younger, and Pliny the Younger, by members of their families, and by their friends and acquaintances, none of these individuals were themselves disabled. The difference in attitude toward those who were, in fact, permanently disabled is notable. Pliny the Younger's description of the senator Gnaeus Domitius Tullus is a case in point:
In [his will] Tullus acknowledges his obligations to all his relatives in return for their services to him, as he does to the excellent wife who had borne with him so long…It was thought most unsuitable that a woman of her high birth and blameless character, who was no longer young, had borne children in the past and had long been widowed, should marry a wealthy old man and a hopeless invalid, whom even a wife who had known him when young and healthy might have found an object of disgust. Crippled and deformed in every limb, he could only enjoy his vast wealth by contemplating it and could not even turn in bed without assistance. He also had to have his teeth cleaned and brushed for him – a squalid and pitiful detail – and when complaining about the humiliations of his infirmity was often heard to say that every day he licked the fingers of his slaves. Yet he went on living, and kept his will to live, helped chiefly by his wife, whose devoted care turned the former criticism of her marriage into a tribute of admiration. (Plin. Ep. 8.18)Footnote 11
Whereas Sergius Silus serves as role model who is proud of a disability which he believes serves as a permanent indicator of his valour, and who defends himself against detractors who seek to marginalize him because of it, Domitius Tullus is presented as a pathetic creature who is not only fully aware of the indignity of his situation but also vocalizes this awareness. Yet both Sergius Silus and Domitius Tullus are presented to us by writers with agendas of their own, rather than by the individuals themselves, on their own terms, and in their own words.Footnote 12
However, a compromise can, perhaps, be reached if the documentary papyri from Graeco-Roman Egypt are considered as a potential source of information, not just about the range of disabilities suffered by individuals but also about the extent to which these disabilities impacted upon their quality of life.Footnote 13 Thus for the remainder of this article, I will focus on one particular individual, Gaius Gemellus Horigenes from Karanis in the Fayum, to determine the extent to which a disability (a visual impairment in the form of the loss of one eye and, subsequently, the development of a cataract in the other) affected his life. Thanks to the discovery of his family's archive in a subterranean storage chamber in House 5006 in Karanis during archaeological excavations by the University of Michigan in 1924, we have a considerable amount of information not just about him but also about his family and his local community, which means that Gaius Gemellus Horigenes is one of the ancient world's most well-documented and contextualized disabled individuals.Footnote 14
Gaius Gemellus Horigenes
Gaius Gemellus Horigenes, also known as Gemellus Horion and Horion, was born c. ad 171 to Gaius Apollinarius Niger and Tasoucharion.Footnote 15 His grandfather Gaius Julius Niger was an Antinoopolite of the Osirantis tribe and a discharged cavalryman of the ala veterana Gallica, a status which brought Roman citizenship with it. The Antinoopolite and Roman citizenships would probably have passed to his sons, but, while Gaius Gemellus Horigenes was certainly an Antinoopolite, he was not necessarily a Roman citizen (his mother, Tasoucharion, was not one); he does not claim to be one in writing until ad 214.Footnote 16 Gaius Julius Niger settled in the village of Karanis, and over time he and his family amassed a sizeable portfolio of at least four houses and seven courtyards, as well as interests in other houses and courtyards, olive yards, garden lands, and grain lands in the villages of Karanis, Psenarpsenesis, Kerkesoucha, and Bakchias. Both Gaius Julius Niger and Gaius Apollinarius Niger were dead by ad 187, survived by Gaius Gemellus Horigenes, his sister, Gaia Apollinaria, and their mother, Tasoucharion.Footnote 17
We can begin to establish a context for Gaius Gemellus Horigenes and his family using the data contained in the more than three hundred census returns that survive from Roman Egypt, spanning the period ad 11–12 to ad 257–8. These documents have been comprehensively examined in an attempt to establish the size and structure of Egyptian households, age and sex distribution, and patterns of mortality, marriage, fertility, and migration, and it has been suggested that life expectancy at birth in this period would have been the early to mid-twenties, with male life expectancy slightly more favourable than female: male life expectancy at birth would have been at least twenty-five years, while female life expectancy at birth would probably have been twenty-two-and-a-half years, increasing at age ten to between thirty-four-and-a-half and thirty-seven-and-a-half years.Footnote 18 Thus when we first meet Gaius Gemellus Horigenes as a twenty-six-year-old man in ad 197, he is to all intents and purposes middle-aged. Considering his social status, property, and wealth, we might reasonably expect him to have married and started a family at some point between then and when he is last attested in the family archive in ad 214, when he would have been around forty-three years old, but there is no indication that he ever did.Footnote 19 Might his disability have had something to do with his highly unusual unmarried status?
Over a period of several years, Gaius Gemellus Horigenes submitted a number of legal petitions to various members of the Roman imperial administration of the province of Egypt, and it is the content of these petitions, when used in conjunction with information gleaned from other documents in his family archive, that is particularly informative about his disability and the impact that it had upon his quality of life.Footnote 20 Gaius Gemellus Horigenes did not write these petitions himself owing to the fact that he was illiterate, which may or may not have been one result of his disability, as his family's archive contains literary papyri which suggest that one or more members of it were not only functionally literate but also highly educated.Footnote 21 However, he presumably dictated his petitions to the individuals who did write them, and approved the final version of each before witnessing, signing, and submitting them, so we can trust that the content is an accurate representation of the complaints he wished to make, whether or not those complaints represented the events that had actually occurred.Footnote 22
The first petition, addressed to the prefect of Egypt, Quintus Aemilius Saturninus, is dated to between February and May 197.Footnote 23 Gaius Gemellus Horigenes opens the petition by stating that he and his sister initially inherited the property and possessions of their father and uncle without any objections – clearly neither his father nor his uncle appear to have considered his disability sufficient reason for disinheriting him – but that recently they have encountered some opposition to their activities from two individuals who are presumably their neighbours, and evidently individuals of some influence:
Julius and Sotas, both sons of Eudas, wrongfully, with violence and arrogance, entered my fields after I had sown them and hindered me therein through the power which they exercise in the locality, contemptuous of me on account of my weak vision.Footnote 24
So, according to Gaius Gemellus Horigenes, the reason that Julius and Sotas hampered his efforts to harvest his crops was that they despised him (the verb used is καταφρονέω), specifically because of the weakness or potentially disease/sickness (ἀσθένεια) of his vision (ὄψις). Since the brothers seem to have been influential in the local community, their negative treatment of Gaius Gemellus Horigenes might well have been adopted by others, either in imitation of them or in solidarity.
The second petition, addressed to the strategos (local governor) of the Herakleides division of the Arsinoite nome, Hierax Nemesion, is dated 22 May 197.Footnote 25 It not only provides more details concerning the events noted in the first petition but also describes an incident that occurred after that petition had been submitted, indicating that hostilities between Gaius Gemellus Horigenes and Julius and Sotas had escalated to such a degree that even the recent death of Sotas had not defused the situation:
Julius, also acting with the violence characteristic of them, entered the fields that I had sown and carried away a substantial quantity of hay; not only that, but he also cut dried olive shoots and heath plants from my olive grove near the village of Kerkesoucha. When I came there at the time of the harvest, I learned that he had committed these transgressions. In addition, not content, he again trespassed with his wife and a certain Zenas, having with them a brephos, intending to hem in my cultivator with malice so that he should abandon his labour after having harvested in part from another allotment of mine, and they themselves gathered in the crops. When this happened, I went to Julius in the company of officials, in order that these matters might be witnessed. Again, in the same manner, they threw the same brephos toward me, intending to hem me in also with malice, in the presence of Petesouchos and Ptollas, elders of the village of Karanis who are exercising also the functions of the village secretary, and of Sokras the assistant, and while the officials were there, Julius, after he had gathered in the remaining crops from the fields, took the brephos away to his house.Footnote 26
Gaius Gemellus Horigenes repeats his belief that he was targeted specifically because of his visual impairment (καταφρονήσαντος τῆς περὶ τὴν ὄψιν μου ἀσθενείας). However, whereas on the previous occasion Julius and Sotas simply trespassed on Gaius Gemellus Horigenes' property and hampered his efforts to harvest his crops, this time Julius not only enlisted others but also went so far as to use magic against him, utilizing a brephos (a foetus) as a means of casting a binding spell first upon Gaius Gemellus Horigenes’ employee to prevent him harvesting his employer's crops and then objecting to the brothers’ theft of them, and then upon Gaius Gemellus Horigenes himself and the officials whom he enlisted to help him resolve the situation.Footnote 27 There is an additional complication: owing to Julius stealing Gaius Gemellus Horigenes’ crops, he is unable to pay his taxes.Footnote 28
The third petition, addressed to the epistrategos (regional governor) Calpurnius Concessus, is dated to 26 August 198, and is concerned with a different individual from the first two – a tax collector's assistant by the name of Kastor:
This person, who held me in contempt because of my infirmity – for I have only one eye and I do not see with it although it appears to have sight, so that I am utterly worthless in both – victimized me, having first publicly abused me and my mother, after maltreating her with numerous blows and demolishing all four doors of mine with an axe so that our entire house is wide open and accessible to every malefactor. These were demolished and we were beaten although we owed nothing to the fiscus, and for this reason he dared not even produce a receipt lest he be convicted through it of injustice or of extortion.Footnote 29
Since the collection of taxes in Egypt was contracted out to the highest bidder, and those who bid for the privilege did so with the aim of making as much profit as possible, it was not unusual for members of the imperial administration to receive complaints about tax gatherers, or members of their staff such as assistants or armed guards.Footnote 30 However, since Gaius Gemellus Horigenes and his family have paid their taxes, Kastor's behaviour cannot be explained as having occurred in an official capacity. Rather, the explanation that Gaius Gemellus Horigenes gives for being harassed by Kastor is similar to the one he gave for being harassed by Julius and Sotas (ὅδε καταφρονήσας μου ὡς ἐπισινοῦς), although on this occasion he gives specific details regarding his condition: he only has one eye (μονόφθαλμος), and in actual fact that eye is blind (ὢν τῷ δοκοῦντι ὁρᾶν οὐ βλέπω ὡς ἐν ἀνφοτέροις πονηρὸν εἶναι ἄντικροις).Footnote 31 Had this always been the case, or had his circumstances changed, with a sudden deterioration in the sight in his remaining eye taking his vision from weak in ad 197 to virtually non-existent in ad 198? However, it is apparent that Kastor has not confined his attentions to Gaius Gemellus Horigenes, but has also assaulted his mother and vandalized the family home, which implies that it is the entire family, and their property, rather than just Gaius Gemellus Horigenes himself, which is made vulnerable by his disability.
The fourth petition, addressed to the epistrategos Arrius Victor, is dated to ad 199–200, and is concerned with legal and financial matters, rather than criminal activity, as Gaius Gemellus Horigenes has been signed up to a liturgy (a type of public service) from which he is apparently exempt, and thus wishes to be relieved of the liability for it.Footnote 32 It contains the most detailed description of his visual impairment of all the documents in the archive: he only has one eye, but the sight in that eye has been affected by a cataract (λευκώμᾰτος ἐκ τῆς κόρης), so to all intents and purposes he is completely blind. It is unfortunate that the petition is damaged just at the point where Gaius Gemellus Horigenes begins describing the ‘habitual violence and arrogance’ of the Karanis elders towards him, as this would have been crucial information for understanding the elders’ motivations in appointing him to a liturgy which he was not required to perform. If a man was appointed to a liturgy in error, the official or officials that nominated him were responsible for organizing a substitute; if one could not be found, they were liable for the liturgy themselves.Footnote 33 If they were found to have acted deliberately and maliciously, they could be fined and ordered to pay compensation.Footnote 34 Was there, therefore, some sort of consensus regarding Gaius Gemellus Horigenes and his place in the local community, not only among the elders of Karanis but also among the other inhabitants of the village?
Based on the details contained in the petitions, it is safe to say that Gaius Gemellus Horigenes is an appropriate subject for a case study for the lived experience of disability in antiquity. So what impact did his disability have on his quality of life? While blindness (whether congenital or acquired) was certainly a serious condition in antiquity, it was not unusual.Footnote 35 Eye disease was common, and though congenital blindness was in all likelihood very rare, acquired blindness could occur through a range of means: accident, injury, assault, or even just the ageing process.Footnote 36 As a member of the provincial elite, in possession of money, property, land, staff, and supportive family members in the form of his mother and sister, Gaius Gemellus Horigenes was not necessarily automatically heavily affected in a negative way by his disability, certainly not to the extent that somebody without his resources would have been.Footnote 37 However, according to Gaius Gemellus Horigenes himself, the reason that he was harassed, had his crops stolen, had magical spells cast upon him, was (along with his mother) verbally abused and physically assaulted, and had his home vandalized was because other members of the community despised him because of his disability.
Why did Gaius Gemellus Horigenes feel that it was necessary to include this information in each one of the petitions? Richard Alston believes that ‘his emphasis on his status and disability were tactics to ensure that officials would take up his case’.Footnote 38 This assumes that the prefect of Egypt, the strategos, and the epistrategos would be inclined to be sympathetic, not only because a high-status individual was experiencing harassment but also because a disabled individual was experiencing harassment.Footnote 39 It was not unusual for members of disadvantaged groups such as widows, orphans, the childless, the elderly, foreigners, or member of minority religious sects to draw attention to their straitened circumstances when petitioning for assistance in an attempt to garner sympathy. Certainly, an additional notation on the third petition indicates that the epistrategos Calpurnius Concessus was inclined to take the matter seriously: ‘Petition his excellency the epistrategos, who will not be found wanting in matters within his jurisdiction. Return to the petitioner’.Footnote 40 That the imperial or provincial administration might take exception to the poor treatment of a disabled individual – poor treatment that seems to have occurred as a direct result of his disability – runs counter to just about everything we know (or think we know) about the place of the disabled in antiquity.
Attitudes towards disability in antiquity
While the works of Martha Rose (previously Martha Edwards) and Christian Laes in particular have argued for a more nuanced view of the experience of being disabled in antiquity, and Emma-Jayne Graham has recently drawn attention to what she designates as a ‘sliding scale of physical impairment’, it is undeniable that in ancient Greek and Roman culture, deformed and disabled individuals were treated not only differently from able-bodied individuals but also negatively.Footnote 41 In ancient Greek and, more systematically, ancient Roman culture, the visibly deformed and disabled were considered particularly suitable for public mockery and humiliation.Footnote 42 For example, it seems to have been common for individuals who had suffered the loss of an eye to be addressed or referred to as ‘Cyclops’.Footnote 43 Robert Garland has argued that the reason for this was threefold: first, that it was a means of bolstering group cohesion at the expense of the outsider; secondly, that is was a means of expiating fear and embarrassment; and thirdly, that it was an outlet for sublimated aggression.Footnote 44
That this sort of public mockery and humiliation occurred frequently is borne out by numerous ancient literary references. However, there does seem to have been a certain amount of formality involved in publically mocking and humiliating someone, with regard to both the content and the context. It appears that sustained mockery and humiliation regularly occurred during the symposium and the convivium, and there may even have been a religious or ritual dimension to it.Footnote 45 With regard to referring to an individual's disability in court, according to Cicero, ‘in deformity and bodily disfigurement, there is good material for making jokes, although here as elsewhere one has to know the limit’.Footnote 46 What this limit was, and whether it was generally understood, is unclear, but while there may have been acceptable limits as to when and where an individual could be subjected to mockery and humiliation, no one was automatically immune from it: Spurius Carvilius, a war veteran, was so embarrassed by his disability that he refused to leave the house, despite the encouragement of his mother, who was perhaps familiar with the story of Marcus Sergius Silus, and implored him to see his disability as a sign of his valour.Footnote 47
The ancient literary evidence attests to the fact that disabled people were frequently subjected to various types of public mockery and humiliation in the form of casual ableism, insults, and jokes at their expense (the concept of political correctness being unknown in antiquity), but were they subjected to harassment in the form of physical violence? Philostratus recounts an episode in the life of Apollonius of Tyana in which a plague is ravaging Ephesus, causing the Ephesians to ask Apollonius for assistance. He identifies a blind beggar as an enemy of the gods, and instructs the Ephesians to stone him. The Ephesians are not inclined to follow his instructions, ‘shocked at the idea of murdering a stranger so manifestly miserable; for he was begging and praying them to take mercy upon him’.Footnote 48 It is only once the blind beggar reveals himself to be a fire-eyed demon that the Ephesians proceed to stone the creature to death and set up an apotropaic statue of Herakles on the spot where it died, vanquishing the plague in the process.Footnote 49
It is important to note that the examples of public mockery and humiliation found in ancient literature seem to have taken place in carefully controlled contexts, for specific, seemingly logical, reasons that ultimately sought to benefit the community. By contrast, the victimization of Gaius Gemellus Horigenes by Sotas, Julius, Julius’ wife, Zenas, and Kastor was entirely self-serving. Even the falsification of Gaius Gemellus Horigenes’ liability for liturgical duties by the village elders of Karanis would not have benefitted the community, but would have been detrimental, as tasks assigned to him would have remained undone, or been reassigned, resulting in a significant amount of ill-will being directed towards the village elders themselves, or perhaps towards Gaius Gemellus Horigenes for not simply bowing to the inevitable. Thus we see a fundamental difference between the information collated from ancient literary sources and that recovered from ancient documentary sources, and this difference reiterates the importance of exploring the lived experience of actual historical disabled individuals in antiquity.
Conclusion
The family archive of Gaius Julius Niger allows us, most unusually, to reconstruct something of the lived experience of an entirely ordinary disabled individual in the Roman period. Thanks to detailed descriptions of Gaius Gemellus Horigenes’ visual impairment, we know more about the precise nature of his disability than we do about the vast majority of other extent examples of disabled individuals in the ancient world. By utilizing the other literary and documentary papyri of the archive, we can not only contextualize him within his family and local community but also assess the impact that his disability had on his quality of life.
Gaius Gemellus Horigenes’ disability does not seem to have prevented him from taking his rightful place as the head of a family with Antinoopolite citizenship and claiming Roman citizenship following the death of his father and uncle, although in all likelihood it made fulfilling the requirements of such positions more difficult than they would otherwise have been. He was unable to command the respect that his high status should have demanded from members of his local community; he struggled to manage and maintain the property and land that he and his sister had inherited; and he was not able to protect his mother – and presumably his sister – effectively. These difficulties offer a possible explanation as to why he does not seem to have married and had a family, but there is no way of knowing whether this was a choice that he made or one that was made for him. Additionally, whatever the prevailing levels of literacy and illiteracy might have been in Egypt at the time, he was an illiterate in a literate family.
The legal petitions submitted by Gaius Gemellus Horigenes to the prefect of Egypt, the strategos, and the epistrategos are invaluable for reconstructing the negative impact that his disability had upon his life on four separate occasions, as they indicate that he was subjected to various types of harassment that seem to have been a direct result of his disability – or at least of the way that certain other members of his local community reacted and responded to his disability. The fact that he included information regarding what he perceived the perpetrators’ motivations for harassing him to be, and that these motivations were directly related to his disability, indicates that this would have been considered relevant not just by Gaius Gemellus Horigenes himself but also by those whom he was petitioning.
How might the authorities have responded to his claims of harassment? Presumably not by condoning what his tormentors had done, for if that was likely to be the case, he would not have included the information, or even submitted the petitions, in the first place. Perhaps with pity, if not necessarily with sympathy or empathy? It appears that in a society in which it was perfectly acceptable to publically mock and humiliate the disabled, it was not, however, considered acceptable to continually harass and victimize them, cast magical spells upon them, steal from them, or assault them. By focusing on the lived experience of one disabled individual, and utilizing that individual's family archive, it has been possible to generate a far more nuanced reconstruction of disability in antiquity than is often the norm. This allows us, at long last, to start to move beyond the automatic use of the emperor Claudius as the archetypal example of the disabled individual in antiquity.