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Systematics |
Department of Botany, The University of Tennessee, Knoxville, Tennessee 37996 USA
Received for publication October 3, 2003. Accepted for publication January 22, 2004.
| ABSTRACT |
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Key Words: Amygdaloideae Amygdalus chloroplast DNA Euprunus Plum Prunocerasus Prunus Rosaceae
| INTRODUCTION |
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Several species within sect. Prunocerasus are of conservation concern. Of greatest concern is P. geniculata R.M.Harper that has a global distribution of only four counties in central Florida and is Federally Endangered; despite being federally protected it is currently being destroyed by suburban development (J. Shaw, personal observation). Seven other species in sect. Prunocerasus are legally protected at the state level, as shown in the Supplementary Data accompanying the online version of this article.
The most widely accepted classification of Prunus is that of Rehder (1940)
. He divided Prunus into five subgenera (Prunus [= Prunophora], Amygdalus, Cerasus, Padus, and Laurocerasus; see Supplementary Data accompanying the online version of this article) and divided subg. Prunus into three sections: Prunus = (Euprunus) (Eurasian plums), Prunocerasus (North American plums), and Armeniaca (apricots). Subgenus Emplectocladus was not recognized by Rehder (1940)
, he placed P. fasciculata A.Gray in subg. Amygdalus; however, earlier Mason (1913)
believed it to be closely related to sect. Armeniaca, and more recently Bortiri et al. (2001)
proposed P. fasciculata as sister to an extended subg. Prunus.
Among the first investigators of our native plums was Waugh (1899
, 1901
), who noted their extensive hybridization and intergradation. He divided the North American plums into four informally named series: Americana, Chickasaw, Hortulana, and Maritima. The Americana Series, centered on P. americana var. americana, graded into P. nigra Aiton to the northeast and P. americana mollis Torr. & A.Gray (P. americana var. lanata Sudw.) to the southwest. The Chickasaw Series only included P. angustifolia and a variety. The Hortulana Series was described as "a great congeries of hybrids" (Waugh, 1899
, p. 233), whose morphological characters "run into each other in the most puzzling and intricate manner" (Waugh, 1899
, p. 233). In this series he noted that P. hortulana var. mineri L.H.Bailey grades into P. americana to the north and into P. hortulana var. waylandii L.H.Bailey to the south and then also into P. munsoniana Wight and Hedrick and eventually P. angustifolia "so connectedly as to leave not the slightest break between them" (Waugh, 1899
, p. 233). Waugh (1901)
also thought that P. hortulana and its relatives were of hybrid origin (P. americana x P. angustifolia). Lastly, he noted that members of this series also grade into P. maritima Marshall and P. injucunda Small (= P. umbellata Elliot var. injucunda [Small] Sarg.). His Maritima Series included P. maritima and P. gravesii Small (= P. maritima var. gravesii [Small] G.J.Anderson). He also put P. injucunda into this section and noted that he could not distinguish the type material from P. maritima. He believed P. gracilis Engelm. and A.Gray to be a good species and thought it to be closely related to P. injucunda. Lastly, Waugh (1899)
thought P. gracilis to be closely related to P. glandulosa (Hook.) Torr. & Gray (not P. glandulosa Thunb.), which is a synonym of P. texana Dietr. In contrast Wight (1915)
placed this taxon in the genus [subg.] Amygdalus, and Correll and Johnston (1970)
refer to it as Peach Bush.
Wight (1915)
provided the most comprehensive treatment within sect. Prunocerasus (hereafter referred to as Prunocerasus) and informally recognized six groups: Americana, Angustifolia, Gracilis, Hortulana, Maritima, and Subcordata (see Supplementary Data accompanying the online version of this article). Similar to Waugh (1899)
, he placed P. americana, P. nigra, and P. mexicana S.Watson together in the Americana group. He also agreed with Waugh (1899)
that P. angustifolia and P. munsoniana are closely related and placed them together in the Angustifolia group. Again not contradicting Waugh (1899)
, Wight (1915)
saw a relationship between P. umbellata var. umbellata Elliot, P. umbellata var. injucunda, and P. maritima, but in contrast to Waugh (1899)
, Wight (1915)
placed P. gracilis in its own group and never mentioned P. texana. He also placed P. subcordata in its own group. Prunus geniculata was not included in his work because it was described around the same time as Wight's (1915)
work.
Morphological taxonomy has long been difficult within Prunocerasus because species boundaries are blurred by interspecific similarities and intraspecific variation and likely by interspecific hybridization (Waugh, 1899
, 1901
; Hedrick et al., 1911
; Wight, 1915
; Rehder, 1940
). There are 17 commonly recognized taxa in Prunocerasus (see Supplementary Data); several of which are only differentiated by a few continuous (and often highly variable) characters that different authors may or may not have considered important. This has resulted in a lot of taxonomic confusion. For example, Fernald (1950
, p. 877) described P. americana var. americana as "passing insensibly into P. americana var. lanata" (which was described as P. lanata Sudw.) whereas Gleason and Cronquist (1991)
placed P. americana var. lanata as a synonym of P. mexicana (characterized by densely pubescent leaves). Robertson (1974
, p. 659) noted that "P. americana and P. mexicana need to be studied more to ascertain their distinctiveness and distribution." Additionally, P. umbellata has been variously subdivided into P. injucunda, which has pubescent leaves and twigs, and P. mitis, which has glabrous twigs (Radford et al., 1968
); both of these putative species differ from P. umbellata, which is completely glabrous. Sargent (1902)
saw P. tarda Sarg. as a distinct species, but Wight (1915
, p. 54) noted "P. umbellata ssp. injucunda merges imperceptibly into P. umbellata ssp. tarda." Duncan and Duncan (1988)
believed that P. umbellata only differs from P. alleghaniensis Porter in distribution. To add to the confusion, Waugh (1899
, p. 234), after studying the type material of P. injucunda, noted it as "easily being referable to P. maritima." Other examples of convoluted taxonomic disagreement abound and excessive "splitting" within this group was noted as early as 1915 (Wight, 1915
). Hedrick et al. (1911
, p. 5) went so far as to say that Prunocerasus is "plastic in all physical characters" and Bailey (1892
, p. 90) referred to Prunocerasus as "the hardest puzzle in American pomology." Because variable morphological characters have resulted in ambiguous and conflicting species delimitation and classification, many taxa within the section have been variously accepted, ranked, lumped, and split. This has not only created a large amount of taxonomic confusion, but bewildering nomenclatural synonymy. Clearly, morphological data alone are unable to unequivocally define species boundaries and relationships within Prunocerasus.
Several authors have employed molecular tools in addressing broader phylogenetic questions in Prunus and all of them have included some representatives from Prunocerasus (Mowrey and Werner, 1990
; Bortiri et al., 2001
, 2002
; Lee and Wen, 2001
). Because of what appears to be relatively low divergence within Prunus, these studies are only taxonomically suggestive and lack the support or resolution upon which to confidently base a hypothesis of monophyly for Prunocerasus. Additionally, some of these earlier studies have suggested, although with weak support, that Prunocerasus may not be monophyletic (Mowrey and Werner, 1990
; Lee and Wen, 2001
; Bortiri et al., 2002
).
The earliest work to employ molecular tools (isozymes) suggested that Prunocerasus is polyphyletic with P. americana, P. munsoniana, P. hortulana, P. subcordata, and P. angustifolia belonging to a clade and P. maritima and P. umbellata belonging to another clade, with the latter clade more closely related to sect. Prunus and subg. Cerasus than to Prunocerasus (Mowrey and Werner, 1990
). Based on these relationships, Mowrey and Werner (1990)
suggested that there were at least two immigrations of plums into North America. More recently, Lee and Wen (2001)
included four species of Prunocerasus in a nuclear ribosomal internal transcribed spacer (ITS) analysis of Prunus. Their data had weak resolution in this part of the tree and were unable to resolve P. armeniaca L. of sect. Armeniaca from representatives of Prunocerasus. Bortiri et al. (2001)
combined data from the cpDNA trnL-trnF spacer and ITS sequences to address phylogenetic relationships within Prunus. Their data support monophyly of some eastern North American Prunocerasus representatives, but P. subcordata, of northwest North America, was not resolved from species outside Prunocerasus. Finally, Bortiri et al. (2002)
, in a second broad analysis of Prunus using the single copy nuclear gene s6pdh, showed that P. subcordata is sister to other sampled Prunocerasus species and that P. armeniaca may be closely related to Prunocerasus (in agreement with Lee and Wen, 2001
). While these studies conditionally support a close relationship among Prunocerasus species, none of them unequivocally support or refute the monophyly of Prunocerasus and none of them amply sample within Prunocerasus to allow relationships within the section to be inferred.
In summary, Prunus subg. Prunus sect. Prunocerasus is a valuable, somewhat vulnerable, and complicated group of organisms that are "misunderstood." Understanding the classification and evolutionary history of the North American plums is of economic importance as well as conservation and taxonomic interest. To date no rigorous phylogenetic analysis addressing the monophyly of, or relationships among, species within Prunocerasus has been conducted. Given the lack of resolution in the aforementioned foundational phylogenetic studies, the longstanding taxonomic difficulty of this group, and the potential applicability of known evolutionary relationships to agriculture, horticulture, and conservation, the goals of this research were to (1) test the monophyly of Prunus subg. Prunus sect. Prunocerasus and its relationship to other sections of subg. Prunus and (2) to produce a phylogenetic hypothesis of the relationships within Prunocerasus based on cpDNA sequences.
| MATERIALS AND METHODS |
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DNA sequences
For all 43 taxa in this investigation the rpL16 and trnGUUC introns as well as the trnSGCU-trnGUUC and trnHGUG-psbA intergenic spacers were polymerase chain reaction (PCR) amplified and sequenced. These regions were chosen because they were shown to be highly informative noncoding cpDNA regions (Shaw et al., unpublished data). For the ingroup analyses, sequence data were obtained from seven separate chloroplast loci including four introns: trnLUAA, trnGUUC, rpS16, rpL16 and three intergenic spacers: trnLUAA-trnFGAA, trnHGUG-psbA, and trnSGCU-trnGUUC. The trnL and rpS16 introns along with the trnL-trnF intergenic spacer were amplified and sequenced for the seventeen ingroup taxa plus P. mahaleb L. before J. Shaw et al. (unpublished data) showed that they are comparatively less variable than other noncoding cpDNA choices. Primer pairs for the aforementioned regions are listed in Table 1; primers for the trnL intron and the trnL-trnF intergenic spacer are from Taberlet et al. (1991)
, primers for rpL16 are from Small et al. (1998)
, and the remaining primers in Table 1 are from J. Shaw et al. (unpublished data).
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10100 ng), 1x ExTaq buffer (PanVera/TaKaRa, Madison, Wisconsin, USA), 200 µmol/L each dNTP, 3.0 mmol/L MgCl2, 0.1 mmol/L each primer, and 1.25 units ExTaq (PanVera/ TaKaRa). Reactions included bovine serum albumin at a final concentration of 0.2 µg/µL, which improved amplification from difficult templates. For amplification of the trnS-trnG-trnG region, 10 mmol/L of tetramethyl ammonium chloride (TMACl) was added to the reaction mixture because it is thought to help PCR through polynucleotide runs (see Oxelman et al., 1997
150 base pairs (bp) upstream from the 3' trnG exon across all lineages of phanerogams. The PCR and sequencing primers are given in Table 1, and all PCR protocols described below were preceded by template DNA denaturation at 80°C for 5 min. The PCR cycling conditions for rpL16 were: 30 cycles of denaturation at 95°C for 1 min, primer annealing at 50°C for 1 min, followed by a ramp of 0.3°C/s to 65°C, and primer extension at 65°C for 4 min. A final extension step consisted of 5 min at 65°C. The PCR cycling conditions for trnL+trnL-trnF were: 30 cycles of denaturation at 94°C for 1 min, primer annealing at 50°C for 1 min, primer extension at 72°C for 2 min. A final extension step consisted of 5 min at 72°C. The PCR cycling conditions for rpS16 were: 30 cycles of denaturation at 94°C for 30 s, primer annealing at 53°C for 30 s, primer extension at 72°C for 2 min. A final extension step consisted of 5 min at 72°C. The PCR cycling conditions for trnH-psbA were: 30 cycles of denaturing at 94°C for 30 s, annealing at 50°C for 30 s, and extension at 72°C for 1 min. The PCR cycling conditions for trnS-trnG-trnG were by the touchdown method: 15 cycles of denaturation at 96°C for 1 min, primer annealing at 76°C (0.4°C/cycle) for 45 s, primer extension at 72°C for 2 min, and then 30 cycles of denaturation at 96°C for 1 min, primer annealing at 69.5°C for 45 s, primer extension at 72°C for 2 min. A final extension step consisted of 5 min at 72°C.
The PCR products were checked on 1% agarose gels before being cleaned with either the QIAquick PCR Purification Kit (Qiagen) or ExoSAP-IT (USB, Cleveland, Ohio, USA). DNA sequencing was performed with the same primers used in amplification (Table 1) with the ABI Prism BigDye Terminator Cycle Sequencing Ready Reaction Kit, v. 2.0 or 3.1 (Perkin-Elmer/Applied Biosystems, Foster City, California, USA), electrophoresed and detected on an ABI Prism 3100 automated sequencer. Sequencher 3.1.1 (Gene Codes, 1998
) was used to edit and assemble complementary DNA strands and check for agreement between them. In no cases did the adjoined complementary strands disagree. All sequences have been deposited in GenBank; accession numbers (AY500595-AY500780) are given in the Supplementary Data accompanying the online version of this article.
Data analysis and phylogenetic assessment
For both data sets, alignment of DNA sequences was initially performed with ClustalX (Thompson et al., 2001
), with subsequent manual adjustment by eye in MacClade v. 4.0 (Sinauer, Sunderland, Massachusetts, USA). Variable positions in the data matrices were double checked against the original chromatogram files to make sure that all base calls were true at all variable positions. In all cases, alignment of potentially informative positions was unambiguous. Because indels have been shown to provide approximately one-third of the potentially phylogenetically informative information in a cpDNA data set (Shaw et al., unpublished data), potentially phylogenetically informative indels were coded as additional binary characters. However, a few indels, such as those within polynucleotide runs, were omitted from the data set as they may be PCR artifact and not reflective of the phylogenetic history of the group.
Analysis of phylogenetic relationships was conducted using the optimality criterion of maximum parsimony. Searches for most-parsimonious trees were executed in PAUP* v. 4.0b10 (Swofford, 2002
). Parsimony analyses were carried out by a heuristic search with tree bisection-reconnection (TBR) branch swapping and 1000 random sequence addition replicates. Bootstrap support (Felsenstein, 1985
) was estimated with 1000 replications of heuristic search and simple taxon addition with the constraint of 1 000 000 rearrangements per replicate. Both the consistency and retention indices (CI and RI, respectively) were used to assess the amount of homoplasy present in the data set. Additionally, Bayesian analysis was employed as alternative means of phylogenetic assessment. Bayesian analyses of the data were performed using MrBayes 2.01 (Huelsenbeck and Ronquist, 2001
) to generate posterior probability distribution using Markov chain Monte Carlo (MCMC) methods. No a priori assumptions about tree topology were made. The statistical model of DNA substitution, Felsenstein, 1981
(F81), was that estimated as the best-fitting maximum likelihood model using MrModeltest 1.1b (Nylander, 2002
), which is a simplified version of MODELTEST 3.06 (Posada and Crandall, 1998
). The markov chain Monte Carlo (MCMC) process was set to run 1 x 106 generations with four chains. Burn-in was estimated visually by plotting log-likelihood values in Microsoft Excel to determine the number of generations that had run before likelihood values reached an asymptote. To calculate the posterior probability of each bipartition a 50% majority-rule consensus tree was constructed from the remaining trees using PAUP*.
| RESULTS |
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The combined cpDNA data set for the broad investigation of Prunus consisted of 3270 aligned nucleotide positions with 231 variable positions, 134 of which were parsimony informative (including multi-bp indels coded as binary characters). Characteristics of individual cpDNA regions are summarized in Table 1. In the maximum parsimony analysis, the heuristic search found 25 171 most parsimonious trees of 422 steps and high consistency and retention indices, CI = 0.92 and RI = 0.94, which indicates that there was little homoplasy within the data set. Bootstrap values are shown above the branches in Fig. 1. The topology of the tree generated with the Bayesian method (Fig. 2) was consistent with the parsimony tree although in two groups the Bayesian analysis showed more resolution (sections Prunus and Amygdalus). Support values for equivalent tree branches were consistently higher in the Bayesian analyses than in the parsimony analyses.
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Because the results of the broad analysis showed that Prunocerasus is a monophyletic assemblage, the trnL-trnF intergenic spacer and the trnL and rpS16 introns were added to the aforementioned four cpDNA regions and separate analyses were performed on sect. Prunocerasus + P. mahaleb (an outgroup species). The ingroup data set, made up of the seven cpDNA regions, consisted of 4375 aligned nucleotide positions, had 88 variable positions, 37 of which were parsimony informative (including multi-bp indels coded as binary characters). Characteristics of individual cpDNA regions are summarized in Table 1. Maximum parsimony analysis found one most parsimonious tree of 128 steps with high consistency and retention indices, CI = 0.98 and RI = 0.98, which indicate a low amount of homoplasy within the data set. The topology of the Prunocerasus-only tree is nearly identical to the topology found in the broad analysis and thus is mapped onto the trees generated in the broad analyses. The additional resolution in the American clade provided by this analysis is represented in Figs. 13 by dotted lines. Bootstrap values for the Prunocerasus-only analysis are marked below the branches in Fig. 1. Similar to the results of the broad analysis, the topology of the tree generated with Bayesian methods was topologically identical to the parsimony tree. Posterior probabilities for the Prunocerasus-only analysis are marked below the branches in Fig. 2. Again, support values for all of the tree branches were consistently higher in the Bayesian than in the parsimony analyses.
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Both analyses show strong support for a monophyletic Pruno-Amygdaloid clade, with a bootstrap value of 97% and a posterior probability of 1.0. Prunus fasciculata of subg. Emplectocladus and subg. Cerasus sect. Mahaleb were consecutively sister to the Pruno-Amygdaloid clade with high support. Subgenus Cerasus sect. Microcerasus, P. pumila, P. tomentosa, and P. glandulosa appeared not be a monophyletic group (see Discussion), but its constituent species were strongly supported within the Pruno-Amygdaloid clade. Lastly, subgenera Padus and Laurocerasus appeared to be closely related, paraphyletic, and sister to the remaining members of Prunus.
Phylogenetic results: section Prunocerasus
Within the Prunocerasus clade, the backbone of the tree indicated an initial split in the section between the northwestern species, P. subcordata, and the remaining species. Prunus texana, classified in subg. Amygdalus (Wight, 1913
), was positioned with strong support within sect. Prunocerasus as sister to the remaining species (inside of P. subcordata). Within these remaining species the data distinguished three major clades: an "American clade," a "Beach clade," and a "Chickasaw clade" (see Fig. 3). The American clade was supported with bootstrap value of 100% and a posterior probability of 1.0. Within this clade relationships were weakly resolved because of the lack of sequence divergence but showed support for P. hortulana and P. mexicana as being sister taxa. The Chickasaw clade was highly supported with a bootstrap value of 98% and a posterior probability of 1.0. Within this clade, there was little resolution because the sequences are nearly identical. Of the 4375 total aligned nucleotides used in this study, the sequences of P. angustifolia, P. munsoniana, P. umbellata, and P. alleghaniensis var. davisii (Wight) Sarg. were identical, while P. gracilis and P. alleghaniensis and P. nigra each contained a single nucleotide difference. Within this clade however, there was weak support for P. alleghaniensis being sister to the rest of the clade. The Beach clade was also highly supported with a bootstrap value of 100% and a posterior probability of 1.0, and there was support for P. geniculata being sister to P. maritima var. maritima plus P. maritima var. gravesii.
| DISCUSSION |
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In the narrow phylogenetic investigation of only Prunocerasus, the rpL16 region provided more informative characters than did trnS-trnG-trnG (13 and 10, respectively). These two regions were the most informative ones used in this investigation and the addition of the rpS16 and trnL introns and the trnL-trnF and trnH-psbA spacers provided little more resolution but did help to raise support for some nodes.
Relationships within Prunus
The combined cpDNA data sets provide insight into the phylogenetic relationships within Prunus. It is clear that Prunocerasus is a monophyletic assemblage of taxa, and this is discussed below. We, in agreement with Bortiri et al. (2001)
, show support for a monophyletic sect. Prunus inside of which there is support for both Asian and European-West Asian lineages. Interestingly, although the data set contains several characters uniting sect. Prunus, P. domestica L. and P. insititia L. have identical sequences and share three autapomorphic positions with respect to P. spinosa L. and P. cerasifera Erhr. (P. insititia has been described as a subspecies, variety, and nothomorph of P. domestica). Subgenus Amygdalus is a monophyletic assemblage and we further show support for members of sect. Amygdalus grouping together with the single representative of sect. Chamaeamygdalus sister to the rest of the species in that subgenus, again in agreement with Bortiri et al. (2001)
. Among the monophyletic groups, Prunocerasus, sect. Prunus, and subg. Amygdalus, there is no support for relationships among them, except that they all belong to a monophyletic polytomy. Other investigators have shown this close relationship between subg. Prunus and subg. Amygdalus (Watkins, 1976
; Mowrey and Werner, 1990
; Badenes and Parfitt, 1995
; Bortiri et al., 2001
; Lee and Wen, 2001
; Jung et al., 2002
), which we refer to as the Pruno-Amygdaloid clade. Interestingly, species of subg. Cerasus sect. Microcerasus are well supported within the Pruno-Amygdaloid clade, a position that has been shown previously (Mowrey and Werner, 1990
; Bortiri et al., 2001
; Lee and Wen, 2001
). The Pruno-Amygdaloid clade, including several unresolved Microcerasus species, is strongly supported here by a 1.0 posterior probability and 100% bootstrap support. Sister to the Pruno-Amygdaloid clade is P. fasciculata, which like many taxa within the genus has been subjected to fluctuating nomenclature. Rehder (1940)
placed it in subg. Amygdalus while Mason (1913)
had it in subg. Emplectocladus; in agreement with Bortiri et al. (2001)
, our data place P. fasciculata as sister to the Pruno-Amygdaloid clade. Outside of P. fasciculata, representative species of subg. Cerasus sect. Mahaleb form a clade sister to the Pruno-Amygdaloid clade + P. fasciculata. Outside of sect. Mahaleb we show paraphyly of subgenera Padus and Laurocerasus; this is in agreement with both Bortiri et al. (2001)
and Lee and Wen (2001)
. However, Lee and Wen (2001)
showed P. virginiana L. and P. serotina Ehrh. sister, with P. laurocerasus L. outside of several other Padus and Maddenia hypoleuca Koehne. They also showed P. caroliniana Aiton (and P. grayana Maxim., which is not included here) as sister to all of Prunus. This is in contrast to Bortiri et al. (2001)
who showed P. serotina and P. mahaleb as sister taxa and P. virginiana and P. laurocerasus as more closely related to each other than either is to P. serotina + P. mahaleb. Our data do not support the relationship between P. serotina and P. mahaleb.
Taxa of subg. Cerasus sect. Microcerasus (P. pumila, P. tomentosa, and P. glandulosa) have been difficult to place phylogenetically (Bortiri et al., 2001
; Lee and Wen, 2001
) although they appear to be associated with the Pruno-Amygdaloids. Mowrey and Werner (1990)
showed sect. Microcerasus as a polyphyletic group with P. pumila and others nested between sections Prunocerasus and Prunus, while P. glandulosa was sister to the cherries and P. tomentosa was sister to the remaining Pruno-Amygdaloid group. Lee and Wen (2001)
also showed sect. Microcerasus as a polyphyletic group with P. besseyii L.H.Bailey, a variety of P. pumila (Rohrer, 2000
), in three very different parts of their trees in three different analyses. Additionally, they suggested that P. tomentosa is either related to sect. Prunocerasus, subg. Amygdalus, or sister to some Pruno-Amygdaloids in their three different analyses. Lastly, Bortiri et al. (2001)
have shown sect. Microcerasus as a paraphyletic group with P. besseyii sister to members of sect. Penarmeniaca (not sampled in this study); they also showed P. glandulosa and P. tomentosa as unresolved within the Pruno-Amygdaloids. Possibly the most striking result of our broad analysis is the amount of apparent homoplasy among species of sect. Microcerasus. Prunus tomentosa, P. pumila, and especially P. glandulosa share molecular characters with several of the other groups that are resolved in our analysis. For example, P. glandulosa shares a 5-bp insertion with P. mume Siebold & Zucc. + P. armeniaca, a nucleotide substitution with P. mume + P. mahaleb + P. pensylvanica L., a substitution with sect. Prunus, another with P. subcordata and the American clade of sect. Prunocerasus, and at two other separate positions it shares substitutions with either P. geniculata or Physocarpus opulifolius. The homoplasy within, or at least paraphyly of, sect. Microcerasus has been noted previously (Mowrey and Werner, 1990
; Bortiri et al., 2001
; Lee and Wen, 2001
).
Bortiri et al. (2001)
noted that Microcerasus is not related to the rest of subg. Cerasus, a finding that we report here as well; they also speculated that this section appears not to constitute a natural group. Waugh (1901)
was ambiguous with respect to the placement of P. pumila var. pumila and P. pumila var. besseyii with the cherries or with the plums, perhaps indicating morphological intermediacy. Based on hybridization studies, Watkins (1976)
believed in a closely related Pruno-Amygdaloid group and noted that members of subg. Cerasus would not hybridize directly with them but genetic transfer was possible via the "Microcerasus bridge." Members of Microcerasus hybridize with both the Pruno-Amygdaloids and subg. Cerasus. Based on this, and the apparent extensive homoplasy within sect. Microcerasus, we hesitantly speculate that it is possible that this group represents an assemblage of taxa that carries the results of ancient hybridization like pleisiomorphic, homoplasious scarsas might be possible if sect. Microcerasus represents a polyphyletic assemblage of hybrids with much of the maternal parentage being via several different ancient Pruno-Amygdaloids.
Relationships within Prunus section Prunocerasus
This study provides the first phylogenetic hypothesis for the species of Prunus sect. Prunocerasus. We report that the North American plums, sect. Prunocerasus, are monophyletic and include P. texana, which has previously been classified as a peach (subg. Amygdalus). Prunus subcordata, the only species within sect. Prunocerasus of western North America, is sister to the rest of the section. Inside of P. subcordata, we show strong support for the inclusion of P. texana, which may be a North American plum or possibly may have captured a Prunocerasus chloroplast. Sister to P. texana we report the existence of three strongly supported clades here designated the "American Clade," the "Chickasaw Clade," and the "Beach Clade" (Fig. 3). The American clade includes P. americana var. americana, P. americana var. lanata, P. mexicana, P. rivularis Scheele, P. hortulana, P. umbellata var. injucunda; the Chickasaw clade includes P. angustifolia, P. munsoniana, P. gracilis, P. nigra, P. umbellata var. umbellata, P. alleghaniensis var. alleghaniensis, and P. alleghaniensis var. davisii; and the Beach clade includes P. geniculata, P. maritima var. maritima, and P. maritima var. gravesii.
Classically, species within Prunocerasus have been defined and grouped based on relatively few qualitative characters; the lack of invariant quantitative characters in the section has led to much taxonomic confusion. Characters such as the presence or absence of glands terminating the leaf teeth or marginal on the calyx lobes, leaf or calyx pubescence, whether or not the flowers appear before or with the leaves, habit (tree or shrub), ability to root sprout, petal length (greater or less than 7.5 mm long), and geography have been the main characters used for species delimitation and grouping.
Taxa such as P. americana var. americana, P. americana var. lanata, and P. mexicana have been largely separated using the characters of leaf and calyx pubescence; these three taxa in addition to P. nigra are often grouped because they are large trees with large flowers, comparatively. Additionally, pubescence is the main character separating some other closely related taxa like P. umbellata var. umbellata and P. umbellata var. injucunda. Small (1898
, p. 150) described P. injucunda as a distinct species and noted that is easily confused with P. umbellata from which it differs by having "a more rigid habit" and tomentose leaves and twigs. Additionally, it is difficult to separate P. umbellata and P. umbellata var. injucunda from P. alleghaniensis and P. alleghaniensis var. davisii and to a lesser extent P. maritima without some knowledge of their geography as these species are all morphologically overlapping. Prunus alleghaniensis and P. umbellata differ only in distribution according to Duncan and Duncan (1988)
, and Waugh (1899)
reported that he could not morphologically distinguish the type material of P. injucunda from P. maritima. Lastly, P. alleghaniensis and P. maritima are also morphologically very close; to paraphrase T. C. Porter's (1877)
description of P. alleghaniensis: it is nearly allied to P. maritima, but its remoteness from the seaboard, habitat on bluffs and mountains, narrower and longer more acuminate leaves, smaller fruit, and character of the stone, entitle it to the rank as a distinct species. Lastly, P. angustifolia, P. munsoniana, P. hortulana, and P. rivularis can easily be confused. Their leaf margins are all distinctly serrate glandular and with the exception of P. angustifolia, their calyx lobes are glandular also. Furthermore, there seem to be many intermediates among them (Waugh, 1899
; J. Shaw, personal observation).
Within Prunocerasus there are a few morphologically coherent "groups" that can relatively easily be delimited; it is within these "groups" that species determination is difficult. For example, it may be difficult to distinguish P. umbellata from P. alleghaniensis, which are members of Wight's (1915)
Maritima group; however, it is much easier to separate P. alleghaniensis from P. americana, which are members of Wight's (1915)
Maritima and Americana groups, respectively. The gaps between these morphologically coherent groups are what previous authors like Waugh (1899)
and Wight (1915)
used to divide the North American plums into four series/six groups, respectively. Neither of these two authors clearly defined the delimiting characteristics of their series/groups although it is clear to us that their groups are based on overall similarity using the suite of aforementioned morphological characters (unless cited otherwise, in the following discussion Waugh = Waugh, 1899
and Wight = Wight, 1915
). Waugh believed each series to be a group of hybrids sharing overall similarity. Into the Americana series, he placed P. americana, P. americana mollis (P. americana var. lanata and/or P. mexicana), and P. nigra. He thought P. americana to be a species of the central eastern United states that becomes increasingly glandular on the leaves and calyx lobes to the northeast, grading to P. nigra, and less glandular and more pubescent on the leaves and calyx lobes to the southwest, grading to P. americana var. lanata or P. mexicana. Waugh's Maritima series includes several forms of P. maritima in addition to P. maritima var. gravesii, P. umbellata var. injucunda, P. gracilis, and interestingly P. texana, all of which are smaller in stature and have smaller flowers than members of the Americana series. His Chickasaw series only includes P. angustifolia, and his Hortulana series is centered on P. hortulana, its varieties, and questionably P. munsoniana. Waugh described the Hortulana series as a hybrid swarm created through various hybridizations between the other series (see Waugh, 1901
), which intergraded with them where their ranges overlap. Although he did not include as many species as Wight, the series he described were very similar to the groups proposed by Wight whose delimitation of groups is shown in Fig. 3.
Our cpDNA-based phylogenetic hypothesis for sect. Prunocerasus is strongly supported and largely in disagreement with the previous morphological classifications described above (Waugh, 1899
; Wight, 1915
). While the groups that Waugh and Wight proposed make sense based on morphological similarity, and morphologically we do not disagree with them, they are not supported phylogenetically (see Fig. 3 and the Supplementary Data). Figure 3 shows both a comparison of previous classifications and the homoplasious distribution of the common morphological characters compared to the cpDNA phylogeny. The commonly used morphological characters such as habit, leaf teeth glands, calyx lobe glands, flower size, and time of flowering are all homoplasious with respect to the cpDNA phylogeny.
We show that, although many of the species within Waugh's series or Wight's groups are hardly morphologically distinguishable, they are split among three of the major phylogenetic clades of sect. Prunocerasus. Because the groups that Waugh and Wight proposed are similar, and because Wight recognized more taxa, the following discussion is based on Wight's classification (see Supplementary Data or Fig. 3).
Our data place P. americana, P. americana var. lanata, and P. mexicana together in the American clade, in agreement with Wight; however, P. nigra, which both Waugh and Wight believed to be related to P. americana, is here placed in the Chickasaw clade. Additionally, although P. americana and P. mexicana are both in the American clade, they are separated by species that both Waugh and Wight placed in other groups and are therefore apparently not as closely related as Waugh and Wight had thought.
The morphologically coherent Maritima group of Wight is not supported here. Members of this group are nearly evenly split among the American, Chickasaw, and Beach clades. The close relationship between P. maritima and P. geniculata is unexpected with respect to morphology. Prunus geniculata is the most easily distinguishable species in the section and impossible to confuse with any of the other taxa. Morphologically, it resembles either a dwarfed P. angustifolia or P. texana. The only apparent commonality between P. geniculata and P. maritima is that both species are found in sandy soils, although they are separated by hundreds of miles in central Florida and the east coast north of Maryland through to Canada, respectively.
Within the Chickasaw clade we report a noticeable lack of genetic divergence between taxa; the sequences of members of this clade are nearly identical. While morphologically, some of the taxa are nearly identical (P. angustifolia and P. munsoniana or P. umbellata and P. alleghaniensis), P. gracilis and P. nigra are quite easily distinguished from the rest of the taxa in the clade. Additionally, it is quite easy to differentiate between P. angustifolia or P. munsoniana and P. umbellata or P. alleghaniensis. The lack of genetic divergence within the Chickasaw clade suggests that either (1) the species in this clade are the result of recent, rapid radiation, (2) frequent hybridization between these species has resulted in chloroplast sharing among species, or (3) several of the members of this clade are of hybrid origin and share a common chloroplast lineage. Based on the morphological incongruence between taxa within this clade, we suspect that reasons number two and/or three may be the most likely (see discussion below).
Wight noted that P. hortulana and P. rivularis are closely related and although the close relationship is also not supported here since these two species are separated by several other species, both species belong to the American clade. Morphologically, these two species are most similar to P. munsoniana and P. angustifolia of the Chickasaw clade. This is yet another example of morphologically very similar species being separated by less similar ones.
Members of each of the American and Chickasaw clades are unequivocally closely related with respect to evidence provided by the maternally inherited cpDNA molecule. Yet, morphologically, each of the two clades contains taxa that appear to be more closely related to taxa of the other clade, based on morphological evidence.
Although strongly supported, our cpDNA-based phylogenetic hypothesis for Prunocerasus is largely in disagreement with the previous morphological classifications described above (Waugh, 1899
; Wight, 1915
). This appears to be due to homoplastic morphological characters classically used to delineate the taxa within Prunocerasus (see Fig. 3). We suspect that the apparent homoplasy, with respect to morphological characters, may be indicative of hybrid origin for several of the species of the section as (1) origin via hybridization has been shown to occur within the genus (Watkins, 1976
; Brettin et al., 2000
; Mohanty et al., 2000
), (2) much of Prunocerasus is capable of natural hybridization (Hedrick et al., 1911
; Wight, 1915
; Flory, 1938
; Rehder, 1940
), (3) Prunocerasus is a group of obligate outcrossers, and (4) other researchers have proposed species within the section to be of hybrid origin (Waugh, 1899
, 1901
; Steyermark, 1963
). For example, the close relationship between P. hortulana and P. mexicana reported here is unusual because: (1) P. mexicana and P. hortulana do not share many of the characters classically used to distinguish species within the section and are relatively easily discernible, and (2) P. hortulana and P. rivularis are very morphologically similar as are P. mexicana and P. americana var. lanata, yet relationships shown in our phylogenetic hypothesis do not agree with morphological similarity. Then again, Steyermark (1963)
noted that some individuals of P. hortulana appear to be hybrids between it and P. mexicana. Based on our cpDNA-based phylogenetic evidence being incongruous with morphology and the idea of speciation via hybridization being common within the genus we reason that some members of the American and Chickasaw clades are of hybrid origin. Furthermore, an analysis of nuclear encoded ITS in addition to preliminary data from a granule bound starch synthase gene (GBSSI-2) reveals that several of the taxa in each of these two clades section contain polymorphic nucleotide positions and indels (J. Shaw, unpublished data). Further evidence from the nuclear genome as well as analysis of cpDNA from additional accessions from each of the putative taxa is being pursued to resolve this uncertainty.
A biogeographical note
Prunus is thought to have originated in Central Asia (Watkins, 1976
). The work of Bortiri et al. (2001)
does not refute an Asian origin for the genus but it does not unambiguously support it either. Because there is no clear sister taxon to Prunus and both Old and New world taxa are possible candidates (Bortiri et al., 2001
), the geographic origin of the genus is equivocal. If Prunus originated in Asia, then based on P. subcordata being the only western species and phylogenetically sister to the rest of Prunocerasus, we would suggest that the common ancestor of Prunocerasus arrived in North America via Beringia. But more work is needed within the genus for us to root a phylogeographic hypothesis. In any case, our data refute the hypothesis of Mowrey and Werner (1990)
that suggested Prunocerasus is paraphyletic and arrived in North America via two immigration events.
Conclusions and future directions
Four main conclusions can be drawn from the data and analyses presented in this paper. First, phylogenetic analysis of cpDNA sequences demonstrates that Prunus subg. Prunus sect. Prunocerasus is a monophyletic assemblage. Second, phylogenetic analysis of this noncoding cpDNA data set provides a maternally inherited framework on which we can further develop a hypothesis of relationships for the species within Prunocerasus. Third, our data counter the hypothesis of Mowrey and Werner (1990)
that Prunocerasus is polyphyletic and experienced more than one immigration event to North America. Finally, the results presented in this paper highlight the continuing need, especially at low taxonomic levels, to assay the relative utility of multiple cpDNA regions before investigation instead of just using commonly employed tools.
Future investigations of this section will include: (1) sampling cpDNA sequences from additional populations of each putative species to determine how much variation there is within species and more importantly if chloroplasts are monophyletic within each putative species and (2) the addition of a nuclear marker to this analysis to further illuminate relationships, especially those that may be reticulating, within sect. Prunocerasus.
| FOOTNOTES |
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