SEI-WOONG CHOI
Finnish Museum of Natural History, Helsinki
SYSTEMATICS OF THE GENUS HETEROTHERA INOUE (LEPIDOPTERA, GEOMETRIDAE: LARENTIINAE)
S.-W. Choi, 1998, Systematics of the genus Heterothera Inoue (Lepidoptera, Geometridae: Lar- entiinae). – Tijdschrift voor Entomologie 141: 19-47, figs. 1-57. [ 0040-7496]. Published 30 November 1998. The genus Heterothera Inoue, occurring widely in the Palaearctic and in the high mountains of the Oriental region, is revised and twenty-three species are recognized. Nine species are de- scribed as new: Heterothera hoenei Choi sp. n., H. yunnanensis Choi sp. n., H. triangulata Choi sp. n., H. eclinosis Choi sp. n., H. stamineata Choi sp. n., H. obscurata Choi sp. n., H. distinc- tata Choi sp. n., H. mussooriensis Choi sp. n. and H. kurenzovi Choi, Viidalepp & Vasjurin sp. n., and five new combinations are suggested: Heterothera tephroptilus (Fletcher) comb. n., H. serrataria (Prout) comb. n., H. etes (Prout) comb. n., H. comitabilis (Prout) comb. n. and H. undulata (Warren) comb. n. A key and illustrations of adults and genitalia are given. The monophyly of Heterothera and the species relationships are discussed. In addition, four poorly known taxa of Thera sensu Prout, T. cyphoschema Prout (= atrinotata Joannis syn. n.), T. exan- gulata Warren, and Pennithera distractata Sterneck comb. n., are redescribed and the taxonomy of these species is briefly discussed. Correspondence: Sei-Woong Choi, Department of Entomology, American Museum of Natural History, Central Park West at 79th St., New York, NY 10024, USA. E-mail: [email protected] Key words. – Systematics; Geometridae; Larentiinae; Heterothera; Palaearctic; Oriental.
The genus Heterothera Inoue consists of medium- ular cornuti, well developed sterigma, and a broad sized geometrid moths in the subfamily Larentiinae, ductus bursae. which are widely spread in the Palaearctic and Orien- However, the genus Heterothera s.s. was found to tal regions. The genus was erected by Inoue (1943) be paraphyletic in relation to Viidaleppia and the lat- based on the following characters: the absence of un- ter was synonymized with Heterothera in a cladistic cus, long anal tube, stout and flat saccus, weakly scle- analysis of the Cidariini sensu Herbulot (Choi 1997; rotized costa and a well developed sacculus. The mo- see ‘Diagnosis and monophyly’ for synapomorphies). nophyly of the genus Heterothera s.s. was first defined by Viidalepp (1980). He listed seven apomorphies for Since the works of Prout (1914, 1938, 1941), the the genus: the bifid saccus, the absence of an uncus, taxonomy of Thera s.l. has been considerably changed, the membranous ductus and corpus bursae without due to the discovery of many new species and a dif- signum, the simple sterigma, the distinct sacculus, the ferent analytical approach (e.g. Viidalepp 1980, Choi presence of cornuti on the vesica, and the filiform 1997). As a result of the cladistic analysis, the genus male antenna. Two synapomorphies out of seven, the Heterothera s.l. is characterized by several derived bifid saccus and the absence of uncus, were unique to characters and, based on these, many undescribed Heterothera s.s. However, the character ‘absence of species of the genus have been recognized, mainly uncus’ was found to be incorrect. from southwestern China and northern India. The Inoue (1982) proposed a new genus Viidaleppia for purpose of the present study is to revise the species of the species of Asaphodes sensu Viidalepp (1980). Later, Heterothera. While the taxonomy of several poorly he (Inoue 1986) described the characters of the genus known species of Thera s.l., such as T. exangulata, T. Viidaleppia as: doubly bipectinated male antenna, cyphoschema, T. atrinotata and T. distractata, is uncer- strongly sclerotized costa and pointed apex of fore- tain, another purpose is to redescribe these species in wing, sclerotized and plate-like sacculus, well devel- order to understand their relationships better. oped apical projection of the sacculus, numerous spin-
19 Downloaded from Brill.com09/27/2021 08:29:41AM via free access T E, 141, 1998
1 2
3 4
56
Figs. 1-6. Adults of Heterothera. – 1, H. postalbida; 2, H. tephroptilus; 3, H. mussooriensis; 4, H. undulata; 5, H. hoenei; 6, H. quadrifulta.
M , private collection of M. Fibiger, Copenhagen , Swedish Natural History Museum, The study is based on the material from the follow- Stockholm ing museums and private collections: , Institute of Botany and Zoology, Tartu , American Museum of Natural History, New , Zoologisches Forschungsinstitut und York Museum Alexander Koenig, Bonn , British Museum (Natural History), London , Zoological Museum, Helsinki , Bulgarian Natural History Museum, Sofia , Zoologische Staatssammlung München, , Hungarian Natural History Museum, München. Budapest , private collection of Katsumi Yazaki, Tokyo Examination and dissection of the genitalia, in-
20 Downloaded from Brill.com09/27/2021 08:29:41AM via free access CHOI: Systematics of Heterothera
cluding everting the vesica, follow Hardwick (1950), slanted, bent, often toothed, medially bulged; central while the terminology of the morphology including fascia variable in width, form constant throughout fas- the genitalia follows Forbes (1948) and Klots (1970). cia or thinner at middle and dorsum, discoidal dot blackish, often indistinct by uniting with costal part of antemedial line (etes, firmata), dorsum distinct with S blackish scales (incerta, obscurata, dentifasciata, distinc- tata, triangulata, quadrifulta, undulata, stamineata); Heterothera Inoue, 1943 subterminal line sometimes present, blackish, scal- Heterothera Inoue, 1943: 12. Type species: Cidaria postalbi- loped (serraria, serrataria, kurenzovi); termen blackish da Wileman, 1911 (original designation). or dark ochreous. Hindwing ground colour whitish Viidaleppia Inoue, 1982: 283. Type species: Cidaria quadri- fulta Prout, 1938 (original designation). (postalbida, yunnanensis, sororcula, incerta, dentifascia- ta, distinctata, triangulata, consimilis, quadrifulta, ser- raria, serrataria, kurenzovi, hoenei, stamineata, ecli- Diagnosis and monophyly nosis), yellowish white (etes, firmata), greyish or Species of Heterothera are characterized by the scle- blackish (obscurata, tephroptilus, taigana, undulata, co- rotized costa and the triangular sacculus of the male mitabilis); discoidal dot usually small, often large; genitalia, the well developed sterigma and the greatly postmedial line blackish, usually medially bulged; ter- modified ductus bursae of the female genitalia. The men sometimes tinged with blackish (incerta, triangu- species of Heterothera have male antenna and a wing lata, consimilis, quadrifulta, serrataria, kurenzovi, un- pattern similar to the species of Pennithera Viidalepp, dulata) or with waving subterminal line (serraria). Praethera Viiddalepp and Thera Stephens. However, Male genitalia. – Uncus weakly sclerotized, tapered Heterothera can be distinguished from other taxa by at bottom or slender, length varies from moderate the triangular and sclerotized sacculus, several large (postalbida) to long (yunnanensis). Tegumen smaller spinular cornuti, the well developed sterigma and the than the total length of vinculum and saccus, dome- greatly modified ductus bursae. shaped or triangular. Saccus concave or medially in- The monophyly of Heterothera s.l. has been de- vaginated (postalbida, dentifasciata, yunnanensis, ob- fined by Choi (1997), and seven synapomorphies scurata, serraria, serrataria, kurenzovi, undulata, support the clade of Heterothera: (1) small process of eclinosis), broad and flat at bottom (incerta, tephrop- sacculus (or harpe), (2) long hairs on the cucullus, (3) tilus, distinctata, consimilis, taigana) or round (hoenei, medially invaginated saccus, (4) scattered cornuti, (5) firmata). Juxta sclerotized, broad, occasionally juxta semi-circular lamella antevaginalis, (6) relatively thick and transtilla form a long tubular structure (postalbi- ductus bursae, and (7) sclerites on the wall of the duc- da, sororcula); anellus lobe conspicuous, varies in tus bursae. shape, from simple and digitiform (postalbida, soror- cula, obscurata, distinctata, consimilis, firmata, taigana, Description serrataria, kurenzovi, undulata, hoenei) to large and tri- Antenna of male filiform (postalbida, yunnanensis, angular (yunnanensis, eclinosis) or small and nipple- sororcula, obscurata, eclinosis), bipectinate with short shaped (incerta, tephroptilus, dentifasciata, quadrifulta, pectinations (dentifasciata, distinctata, quadrifulta, serraria), usually long hairs present at apex. Valva dis- taigana, undulata) or with long pectinations (incerta, toventrally expanded, with long hairs; costa sclero- tephroptilus, consimilis, mussooriensis, firmata, serraria, tized, varies in width, distally wider (postalbida, soror- serrataria, kurenzovi, hoenei). Frons smooth, covered cula, obscurata, tephroptilus, dentifasciata, distinctata, with blackish or dark ochreous and whitish scales. consimilis, taigana, undulata, eclinosis), medially ex- Labial palp variable in length, often about twice as panded (yunnanensis, incerta, quadrifulta, hoenei, long as eye diameter. Interantennal fillet dark brown- mussooriensis) or medially and distally expanded (fir- ish in colour, often distinct by white scales. Legs mata, serraria, serrataria, kurenzovi); sacculus distinct, blackish or dark ochreous and whitish, with distinct usually sclerotized, with a distal process (yunnanensis, whitish tibial joints. Metathorax mediodorsally white, incerta, tephroptilus, dentifasciata, distinctata, consim- with blackish tufts. Forewing ground colour varies; ilis, firmata, quadrifulta, taigana, serraria, serrataria, basal part dark, occasionally white, basal line dentate, kurenzovi, hoenei, eclinosis) or two processes (postalbi- slanted, occasionally smooth, vertical; dorsum be- da, sororcula, obscurata, undulata). Aedeagus sclero- tween basal and antemedial lines with a black horizon- tized, slender, cylindrical or basally tapered to an tal streak (postalbida, sororcula, tephroptilus, etes, mus- apex, distally scobinated, often large spinular process- sooriensis) or with a vertical blackish bar (yunnanensis, es around neck present (incerta, kurenzovi); vesica taigana) or with a large dot (quadrifulta, consimilis); tubular or small, sac-like, cornuti usually present, antemedial line medially indented, occasionally not variable in size, with from small to large spines. indented, strongly waved; postmedial line costally Female genitalia. – Papillae anales weakly sclero-
21 Downloaded from Brill.com09/27/2021 08:29:41AM via free access T E, 141, 1998
7 8
9 10
11 12
13 14
Fig. 7-14. Adults of Heterothera. – 7, H. obscurata; 8, H. distinctata; 9, H. yunnanensis; 10, H. eclinosis; 11, H. triangulata; 12, H. stamineata; 13, H. etes; 14, H. kurenzovi.
22 Downloaded from Brill.com09/27/2021 08:29:41AM via free access CHOI: Systematics of Heterothera
tized. Segment 8 membranous or weakly sclerotized. ly modified anellus lobes: they are apically sharply pro- Anterior apophysis varies in length, from ½ to ¹⁄₅ of jected and medially triangular, expanded. Both species posterior apophysis, often anterior apophysis missing occur in southwestern China. Nevertheless, the wing (taigana, serraria, serrataria, kurenzovi). Ostium bur- pattern and the genitalia indicate that they are allied to sae ventrally with lamella antevaginalis bar-shaped Heterothera and especially, the characters such as the (postalbida, yunnanensis, incerta, hoenei, stamineata, filiform male antenna and lamella postvaginalis of the eclinosis) or shell-shaped (triangulata); dorsally with female genitalia show an affinity to H. postalbida. lamella postvaginalis forming large horn-like process- The presence of spines around the neck of aedeagus es (taigana) or semi-round processes densely covered is recognized as a derived character for Thera (Vi- with minute spines (serraria, serrataria, kurenzovi). idalepp 1980, Choi 1997). However, this feature is Ductus bursae varies in length, from very short (ser- also found in some species of Heterothera (e.g. incer- raria, serrataria, kurenzovi) to long, wall with sclerites ta, dentifasciata, hoenei, and yunnanensis). Therefore, (postalbida, yunnanensis), sometimes largely expanded it seems to me that the character is a symplesiomor- from the anterior to the antrum (quadrifulta). Corpus phy for Thera s.l. bursae varies in size and shape between species, ovu- lar, membranous (postalbida, incerta, dentifasciata) or Checklist of Heterothera strongly sclerotized (serraria, serrataria, kurenzovi), occasionally with appendix bursae (yunnanensis), of- ten wall with minute scobinations; signum usually Heterothera Inoue, 1943 absent, occasionally with one patch of scobinated H. postalbida (Wileman, 1911) signa (taigana sounkeana). H. sororcula (Bastelberger 1909) H. tephroptilus (Fletcher, 1961) comb. n. Distribution H. mussooriensis sp. n. The species of Heterothera are widely distributed in H. undulata (Warren, 1888) comb. n. the Palaearctic and Oriental regions, but they are es- H. hoenei sp. n. pecially abundant in the Oriental region: there are H. incerta (Inoue, 1986) eight species in northern India and Nepal, six species H. quadrifulta (Prout, 1938) in southwestern China (Tibet), two species in Tai- H. obscurata sp. n. wan, five species in northeastern Asia, one species in H. dentifasciata (Hampson, 1895) the western and eastern Palaearctic and one species in H. distinctata sp. n. the western Palaearctic only. Some species are quite H. yunnanensis sp. n. widely spread throughout the Palaearctic region. For H. eclinosis sp. n. example, H. serraria is found from northern Europe H. triangulata sp. n. to eastern Siberia, H. taigana from central Siberia to H. comitabilis (Prout, 1923) comb. n. Kurile Islands and Japan, and H. postalbida from H. stamineata sp. n. western China to the Korean Peninsula and Japan. H. consimilis (Warren, 1888) On the other hand, many species are endemic to the H. etes (Prout, 1926) comb. n. Oriental region (e.g. the two Taiwanese species H. in- H. taigana (Djakonov, 1926) certa and sororcula). taigana taigana (Djakonov, 1926) taigana sounkeana (Matsumura, 1927) Remarks taigana ishizukai (Inoue, 1955) syn. n. The bipectinated male antenna was used as a char- H. serraria (Lienig, 1846) acter for Viidaleppia (Inoue 1986). However, cladistic H. serrataria (Prout, 1914) comb. n. analyses of the Cidariini (Choi 1997) and of Thera s.l. H. kurenzovi Choi, Viidalepp & Vasjurin sp. n. (Choi unpublished) indicate that the pectination of H. firmata (Hübner, 1822) male antenna is not a synapomorphy of Heterothera, whereas the long pectination of the male antenna is a Thera Stephens, 1831 good diagnostic character for some species of Hetero- T. cyphoschema (Prout, 1926) incertae sedis thera (e.g. incerta, tephroptilus, mussooriensis, hoenei). atrinotata Joannis, 1929 syn. n. The anellus lobes of the male genitalia in Hetero- atrinotata reducta Joannis, 1929 syn. n. thera are quite helpful to diagnose taxa, especially T. exangulata (Warren 1909) incertae sedis those from southwestern China. The lobes are usually digitiform or rounded in the apical part. However, Pennithera Viidalepp, 1980 two species, H. eclinosis and yunnanensis, possess great- P. distractata (Sterneck, 1928) comb. n.
23 Downloaded from Brill.com09/27/2021 08:29:41AM via free access T E, 141, 1998
15 16
17 18
19 20
Figs. 15-20. Genital capsule in the male genitalia of Heterothera. – 15, H. tephroptilus; 16, H. undulata; 17, H. incerta; 18, H. hoenei; 19, H. obscurata; 20, H. dentifasciata.
Key to the species of Heterothera (males) – Pectinations of male antenna short...... 12 3. Dorsum of the forewing with a long black hori- Two species, H. triangulata and H. stamineata, are zontal streak...... 4 not included, because they are only known from fe- – Dorsum of the forewing without a black horizon- males. However, based on the wing pattern elements, tal streak ...... 6 H. triangulata is similar to H. dentifasciata and H. sta- 4. Postmedial line of the forewing costally ample mineata is similar to H. comitabilis. and round; costa of the valva nearly flat or distal- ly expanded...... 5 1. Antenna of male bipectinate ...... 2 – Postmedial line of the forewing costally slightly – Antenna of male filiform...... 16 invaginated; costa of the valva basally expanded.. 2. Pectinations of male antenna long...... 3 ...... H. mussooriensis
24 Downloaded from Brill.com09/27/2021 08:29:41AM via free access CHOI: Systematics of Heterothera
5. Costa of the valva nearly flat...... H. tephroptilus – Presence of a black spot at the dorsum of – Costa of the valva distally widely expanded...... forewing...... 19 ...... H. etes 18. Postmedial line of the forewing costally slanting; 6. Forewing ground colour blackish ....H. consimilis lamella antevaginalis reduced to small sclerotized – Forewing ground colour whitish or yellowish....7 process; corpus bursae large ...... H. sororcula 7. Forewing ground colour whitish ...... 8 – Postmedial line of the forewing costally convex- – Forewing ground colour yellowish ...... 10 shaped; lamella antevaginalis well developed with 8. Central fascia of the forewing medially reduced a pair of rod-shaped processes; corpus bursae rel- or broken...... 9 atively smaller...... H. postalbida – Central fascia of the forewing medially not re- 19. Central fascia dorsally reduced; anellus lobe apical- duced ...... H. serrataria ly sharply projected and dentate, medially triangu- 9. Termen of the hindwing with a blackish waved larly projected; lamella postvaginalis with a pair of subterminal line; occurring in Europe, Central large rod-shaped processes...... H. yunnanensis and Eastern Siberia...... H. serraria – Central fascia relatively even in width; anellus – Termen of the hindwing without a blackish lobe apically sharply projected and bifid; lamella waved subterminal line; occurring in the Russian postvaginalis simple ...... H. eclinosis Far East, Korea or Japan ...... H. kurenzovi 10. Forewing with a distinct blackish discoidal dot ... Heterothera postalbida (Wileman) ...... 11 (fig. 1) – Forewing with a discoidal dot united to the costal part of antemedial line...... H. firmata Cidaria postalbida Wileman, 1911: 325. Holotype , 11. Central fascia of the forewing medially and dor- : Tokyo, Prov[ince]. Musashi, Honshu plains, 29.iv.1895, A.E. Wileman () [examined]. sally reduced; costa of the valva medially slightly Thera postalbida; Prout, 1941: 323. expanded; ductus bursae relatively short, pleated Cidaria (Thera) postalbida problematica Bryk, 1948: 173. in general ...... H. incerta Holotype , : Juwool (Shuotsu), 28.vi.1935, () – Central fascia of the forewing nearly even in [examined]. [Synonymized by Inoue, 1977: 268]. width; costa of the valva medially triangular, ex- Heterothera postalbida; Inoue, 1943: 12. panded; ductus bursae slim, membranous...... H. hoenei Diagnosis 12. Postmedial line of the forewing costally strongly This species is distinguished by the greyish fore- slanting...... 13 wing and whitish hindwing, blackish horizontal streak – Postmedial line of the forewing costally relatively at dorsum, smooth postmedial line, and the medially less slanting...... 14 reduced central fascia. The male genitalia show the 13. Central fascia of the forewing dorsally greatly re- well developed complex of juxta and transtilla, digiti- duced; interantennal fillet blackish...... form anellus lobe with an expanded and angled apical ...... H. dentifasciata part, broad valva with two spinular sacculus processes – Central fascia of the forewing nearly constant in and apically densely scobinated aedeagus. In the fe- width; interantennal fillet distinct with white male genitalia, the bar-like sclerotized lamella ante- scales...... H. distinctata vaginalis and a bowl-shaped antrum are characteristic. 14. Central fascia nearly constant in width...... H. taigana Redescription – Central fascia reduced at dorsum ...... 15 Antenna of male filiform. Frons mixed with black- 15. Antemedial line of the forewing medially sharply ish brown and white, below projected. Labial palp indented; anellus lobe digitiform; ductus bursae long, 1.5 times to twice of eye diameter. Wingspan anterior to antrum greatly expanded ...... 25-34 mm. Forewing ash grey; basal line grey, waved; ...... H. quadrifulta antemedial line smooth, dorsally greatly incurved; – Antemedial line of the forewing medially not in- postmedial line smooth, waved, costally and medially dented; anellus lobe relatively thick; ductus bur- bulged, subdorsally indented, dorsum projected; cen- sae anterior to antrum not expanded...... tral fascia reduced at bottom, discoidal dot long, ...... H. undulata blackish; subterminal line whitish and undulating; 16. Black horizontal streak or dot at dorsum between apical streak blackish; dorsum with long black hori- basal and antemedial line of forewing present ..17 zontal streak. Hindwing whitish, with grey discoidal – No blackish scales at dorsum between basal and dot; fringe blackish. Thorax greyish, dorsum of antemedial line of forewing...... H. obscurata metathorax white with blackish tufts. Legs mixed 17. Presence of a black horizontal streak at the dor- with blackish brown and white, tarsal joints distinct sum of forewing...... 18 and whitish.
25 Downloaded from Brill.com09/27/2021 08:29:41AM via free access T E, 141, 1998