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Molecular Ecology In press.
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Interspecific phylogenetic analysis enhances intraspecific phylogeographic inference: A
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case study in Pinus lambertiana
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AARON LISTON*, MARIAH PARKER-DEFENIKS*, JOHN V. SYRING*,‡, ANN
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WILLYARD*,§ , and RICHARD CRONN†
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*
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USA, †Pacific Northwest Research Station, USDA Forest Service, 3200 SW Jefferson Way,
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Corvallis, Oregon 97331,USA, ‡Current Address: Department of Biological and Physical
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Sciences, Montana State University – Billings, Billings, Montana 59101, USA, §Current
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Address:Department of Biology, University of South Dakota, Vermillion, SD 57069 USA
Department of Botany and Plant Pathology, Oregon State University, Corvallis, Oregon 97331,
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Keywords: chloroplast introgression, Cronartium ribicola, Pinus lambertiana,Pinus subsect.
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Strobus, phylogeography, white pine blister rust resistance
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Correspondence: A. Liston. Department of Botany and Plant Pathology, 2082 Cordley Hall,
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Oregon State University, Corvallis, Oregon 97331, USA. Fax: 1 541 737 3573. E-mail:
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[email protected]
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Running title: Phylogeny and phylogeography
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Abstract
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Pinus lambertiana (sugar pine) is an economically and ecologically important conifer with a
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1600 km latitudinal range extending from Oregon, USA to northern Baja California, Mexico.
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Like all North American white pines (subsect. Strobus), sugar pine is highly susceptible to white
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pine blister rust, a disease caused by the fungus Cronartium ribicola. We conducted a chloroplast
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DNA survey of Pinus subsect. Strobus with comprehensive geographic sampling of P.
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lambertiana. Sequence analysis of 12 sugar pine individuals revealed strong geographic
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differentiation for two chloroplast haplotypes. A diagnostic restriction site survey of an
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additional 72 individuals demarcated a narrow 150 km contact zone in northeastern California. In
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the contact zone, maternal (megagametophtye) and paternal (embryo) haplotypes were identified
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in 31 single seeds, demonstrating bidirectional pollen flow extending beyond the range of
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maternal haplotypes. The frequencies of the Cr1 allele for white pine blister rust major gene
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resistance, previously determined for 41 seed zones, differ significantly among seed zones that
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are fixed for the alternate haplotypes, or contain a mixture of both haplotypes. Interspecific
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phylogenetic analysis reveals that the northern sugar pine haplotype belongs to a clade that
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includes P. albicaulis (whitebark pine) and all of the East Asian white pines. Furthermore, there
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is little cpDNA divergence between northern sugar pine and whitebark pine (dS = 0.00058).
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These results are consistent with a Pleistocene migration of whitebark pine into North America
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and subsequent chloroplast introgression from whitebark pine to sugar pine. This study
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demonstrates the importance of placing phylogeographic results in a broader phylogentic
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context.
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Introduction
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Pinus has been described as “the most economically and ecologically significant tree genus in
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the world” (Richardson and Rundel 1998). Support for this claim is found in the large number of
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population genetic studies conducted in pine species. Ledig (1998) summarized genic diversity
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statistics (primarily from isozymes) for 51 of the ca. 110 species of pine. Over the last 15 years,
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at least 26 species of pine have been evaluated for among population DNA variation (tabulated
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in Petit et al. 2005, see also Chiang et al. 2006; Navascués et al. 2006). The focus of many of
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these studies is phylogeographic inference using chloroplast DNA. Despite the prevalence of
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interspecific hybridization in pines (Ledig 1998) few of these studies sample other related
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species, and thus cannot place the within species genetic variation in a broader phylogenetic
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context. This study of Pinus lambertiana, sugar pine, demonstrates how resolution of
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interspecific phylogeny can have a profound impact on the interpretation of intraspecific
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phylogeographic results. Just as studies can be enhanced by “putting the geography into
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phylogeography” (Kidd and Ritchie 2006) it is imperative to incorporate a broad phylogenetic
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perspective as well.
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Pinus lambertiana is one of the ca. 20 species of subsection Strobus (Gernandt et al. 2005;
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Syring et al. 2007). This clade is known by the common name “white pines” and is distributed
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discontinuously throughout the Northern Hemisphere (Table 1). The monophyly of subsect.
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Strobus is strongly supported by chloroplast sequences (Gernandt et al. 2005; Eckert and Hall
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2006) and nuclear ribosomal DNA (Liston et al. 1999) and moderately supported by a low copy
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nuclear locus (Syring et al. 2007). The 20 species share a similar vegetative morphology (five
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relatively narrow and strongly amphistomatic needles per fascicle) but differ dramatically in
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ovulate cone size (from 5 cm in P. pumila to 60 cm in P. lambertiana) and shape. The five
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species (P. albicaulis, P. cembra, P. koraiensis, P. pumila, P. sibirica) with indehiscent “closed”
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cones adapted for bird dispersal were traditionally treated as “subsect. Cembrae”, or stone pines.
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Like all North American members of subsect. Strobus, sugar pine is highly susceptible to white
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pine blister rust, a disease caused by the heterocyclic rust fungus Cronartium ribicola. This
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pathogen is native to Asia (Kinloch 2003) and was accidentally introduced to North America in
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the eastern U.S. and British Columbia in the early 20th century (Mielke 1943; Scharpf 1993). It
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has subsequently spread to all species of subsect. Strobus that occur in the United States and
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Canada (Scharpf 1993; Kinloch 2003). The disease results in cankers that girdle the main stem
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and kill infected seedlings and trees (Kinloch and Scheuner 2004). While a mapped locus (Cr1)
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that confers qualitative (major gene) resistance has been identified in sugar pine (Kinloch 1992,
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2003; Devey et al. 1995), its frequency in populations is typically low. Cr1 frequency varies
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from less than 10% in the southern part of the range of P. lambertiana to near absence in the
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north (Kinloch 1992, summarized in our Table 2) . Attempts to increase the frequency of white
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pine blister rust resistance have prompted federal (USDA Forest Service, US Bureau of Land
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Management) and private agencies to make extensive seed collections for this species, and to
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initiate large-scale screening programs.
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We used DNA sequences of two chloroplast loci to conduct a phylogenetic analysis of North
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American and Eurasian members of Pinus subsect. Strobus, in concert with a phylogeographic
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survey of P. lambertiana. Our study documents significant cpDNA divergence between two
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major haplotypes in P. lambertiana. The distribution of these haplotypes is concordant with the
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geographic distribution of white pine blister rust major gene resistance. A narrow contact zone
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between haplotypes, and limited divergence within each haplotype, strongly suggests that
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secondary contact between two cytoplasmically divergent groups has occurred in the
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(evolutionarily) recent past. Our phylogenetic analysis provides evidence that the nothern
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populations of Pinus lambertiana may have obtained their chloroplast via introgression from P.
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albicaulis, whitebark pine. The integration of phylogenetic and phylogeographic approaches
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allowed us to recover this unexpected evolutionary history.
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Materials and Methods
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Organismal sampling and DNA genotyping
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Pinus lambertiana Douglas is an economically and ecologically important conifer with a 1600
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km latitudinal range extending from Oregon, USA to northern Baja California, Mexico. Eighty-
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four individuals representing the geographic range of this species were included in this analysis.
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Nineteen additional species from Pinus subsect. Strobus were sampled for the phylogenetic
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analysis (Table 1), and Pinus gerardiana from subsect. Gerardianae was used as the outgroup.
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DNA was extracted from the haploid megagametophyte of individual seeds as described in
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Syring et al. (2007). PCR amplification followed Gernandt et al. (2005). Approximately 90% of
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the chloroplast matK open reading frame (1404 bp) and ca. 150 bp of the 3' trnK (UUU) intron
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(see Hausner et al. 2005 for a recent review) were amplified using primers matK1F (Wang et al.
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1999) and ORF515-900F (Gadek et al. 2000). The chloroplast trnG (UCC) intron (ca. 780 bp)
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was amplified using the primers 3' trnG and 5' trnG2G (Shaw et al. 2005). For divergence time
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estimates between P. albicaulis and P. lambertiana (described below), three additional loci were
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added to the cpDNA data set for these species. These include new sequences for the trnL-trnF
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intergenic region (including trnL exon 1 and its intron) and the rpl16 intron (Shaw et al. 2005),
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as well as previously published rbcL sequences (Gernandt et al. 2005). Predicted amplicon
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lengths were based on the Pinus koraiensis chloroplast genome (Noh et al. unpublished,
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AY228468). Uncloned PCR products were submitted to High-Throughput Sequencing Solutions
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(University of Washington) for ExoSAP purification and automated capillary sequencing.
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Electropherograms were examined and aligned with BioEdit 7.0.5.2 (Hall 1999). All new
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sequences are deposited in GenBank under the accessions EF546699-EF546759.
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Chloroplast matK and trnG sequences from 12 individuals of P. lambertiana identified two
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divergent haplotypes (see results) abbreviated N (for North) and S (for South). Using methods
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described in Liston (1992), we screened 72 individuals for an AluI restriction site that
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differentiates these two haplotypes. This assay is diagnostic for a C/T polymorphism at position
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1352 in matK. Since chloroplasts are paternally inherited in Pinus (Neale and Sederoff 1989), the
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AluI polymorphism was also used to determine maternal versus pollen cpDNA haplotype by
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extracting DNA from megagametophyte (maternal) and embryo (paternal) tissue in 31 individual
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seeds.
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Phylogenetic, phylogeographic and statistical analyses
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Phylogenetic analyses and constraint tests were conducted with PAUP* 4.0b10 (Swofford 2002)
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following the procedures outlined in Syring et al. (2005). Indels were added to the parsimony
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data matrix as binary characters. Parsimony analysis was conducted with a heuristic search
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strategy of 1000 random addition sequences and TBR swapping. Branch support was assessed
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using 2000 bootstrap replicates. Indels and duplicate sequences were excluded, and the most
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appropriate likelihood model was selected using the method of Posada and Crandall (1998) and
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AIC scores at the FindModel website (http://hcv.lanl.gov/content/hcv-
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db/findmodel/findmodel.html). To evaluate whether sequences diverged at clock-like rates,
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maximum likelihood trees were estimated using the GTR+ γ model as implemented in PAUP*
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4.0b10 (Swofford 2002). Likelihood scores obtained with and without a molecular clock
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constraint were evaluated using the likelihood ratio test (LRT) of Muse and Weir (1992). Under
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assumptions of a molecular clock, the divergence time(Tdiv) between two groups of sequences is
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approximately Tdiv = dS / 2μ where dS is the average pairwise distance among sequences at
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presumably neutral (synonymous and non-coding) sites and μ is the neutral mutation rate.
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Estimates of dS were calculated with DnaSP 4.10.9 (Rozas et al. 2003, note that the program
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uses the abbreviation Ks). The estimate of μ for Pinus cpDNA (0.22 ×10-9 silent substitutions
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site-1 year-1; standard error = 0.55 ×10-10) is based on an 85 million years ago (mya) divergence
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time between the two subgenera of Pinus; see Willyard et al. (2007) for details. Divergence
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times estimated here are reported with ± one standard error.
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To investigate whether the white pine blister rust major gene resistance allele (Cr1) frequencies
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were different among chloroplast haplotype classes, 41 tree seed zones used in blister rust
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screening (Table 2; Kinloch 1992) were classified as either fixed for the N haplotype, fixed for
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the S haplotype, or polymorphic for the two haplotypes. One-way ANOVA was used to examine
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variance partitioning and to test the hypothesis that means were equivalent among these three
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groups. Given the large number of zeros present in estimated Cr1 allele frequencies (especially
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in the northern part of the range), we also estimated means and confidence intervals for allele
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frequencies in the N, S, and mixed haplotype groups using 10,000 nonparametric bootstrap
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resamplings. Statistical and nonparametric bootstraps were performed using PopTools version
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2.7 (Hood 2006). For mapping, the program TRS2LL (Wefald 2001) was used to convert
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township/range/section localities to latitude and longitude.
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Results
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Phylogeographic haplotype variation in sugar pine
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Sequences of cpDNA matK and trnG intron in 12 Pinus lambertiana individuals revealed two
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predominant haplotypes with fixed differences at 10 sites (seven in matK, including three amino
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acid replacements; three in the trnG intron). One additional haplotype was observed in the Baja
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California individual (an autapomorphic matK replacement substitution). The sequence results
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combined with AluI restriction digest assays for 72 individuals demonstrated an abrupt transition
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in the distribution of the two predominant haplotypes (Fig. 1A). Plants from Oregon and
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northwestern California (Klamath mountains and North Coast range) were fixed for a common
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haplotype “N” (thymine at position 1352 of matK), while plants from the Sierra Nevada and
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Transverse and Peninsular ranges in California were fixed for the alternate haplotype “S”
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(cytosine at position 1352). The contact zone between the N and S haplotypes occurs near
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latitude 40˚ 30' N in northeastern California, and the zone of polymorphism is remarkably well-
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defined, spanning less than 150 km of the ca. 1600 km latitudinal range of this species (Figs. 1,
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2). Megagametophyte and embryo comparisons in 31 individuals from the contact zone revealed
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that 12 (39%) seeds contained different maternal and paternal haplotypes, indicating that
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seedlings are frequently sired by pollen parents with different haplotypes than the ovulate parent.
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Embryos with the S haplotype were found in seeds from eight N haplotype maternal trees
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distributed in seed zones 522, 523, 732 and 771 (Fig. 2). The converse pattern was also observed
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as four S haplotype maternal plants from seed zones 522 and 731 produced seed containing N
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haplotype embryos (Fig. 2).
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At least one sugar pine individual was assayed for the S vs. N haplotype in 35 of the 41 seed
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zones sampled by Kinloch (1992) in his survey of Cr1 allele frequencies (the factor conferring
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major gene resistance to white pine blister rust; Table 2), with intensive sampling in the contact
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zone (Fig. 2). The haplotype for six unassayed seed zones (one in northwestern California and
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five in Oregon) was inferred to be N based on results from adjacent seed zones. The Baja
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California haplotype S' (differing from S by one substitution, Fig. 3) was grouped with S for this
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analysis. The N, S, and polymorphic seed zones showed significantly different Cr1 frequencies
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by one-way ANOVA (F = 32.3, P = 7.6e-9). The N haplotype seed zones had the lowest Cr1
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allele frequency (0.0032 + 0.0038; n = 23), mixed haplotype seed zones had intermediate Cr1
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frequencies (0.0380 + 0.0185; n = 3), and S haplotype seed zones had the highest Cr1
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frequencies (0.0484 + 0.0260; n = 15). Nonparametric bootstrapping resulted in the same mean
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allele frequencies and confidence intervals.
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Phylogenetic relationships and variation in sugar pine and other white pine species. Alignment
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of matK and trnG intron sequences required one 6 bp indel in the matK ORF and four indels (1,
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4, 10 and 15 bp) in the trnG intron. Three of the indels were confined to P. parviflora, the 15 bp
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trnG intron indel was shared by P. ayacahuite, P. flexilis, P. strobiformis and P. peuce, and the 1
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bp indel was autapomorphic in P. armandii ‘b’. Combined phylogenetic analysis of matK (1545
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bp), trnG intron (746 bp) and the five indels resulted in two most parsimonious trees of length 57
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with a consistency index of 0.91 (Fig. 3). The two trees differ in the resolution of P. monticola as
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a grade (shown) or clade (not shown). All Asian species of subsect. Strobus form a strongly
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supported clade that includes the North American P. albicaulis and the P. lambertiana N
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haplotype. At these two loci, no sequence divergence was found among northern P. lambertiana,
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P. albicaulis and representatives of six Asian species (P. dalatensis, P. koraiensis, P. pumila, P.
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sibirica, P. wallichiana, P. kwangtungensis) and P. cembra from Romania. The P. lambertiana S
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haplotypes and the remaining North American white pine species form a grade, with P.
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monticola in a strongly supported sister position to the Eurasian clade. Constraining P.
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lambertiana samples to monophyly results in trees of 66 steps, which is significantly longer
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based on both Templeton (p = 0.0039) and Kishino-Hasegawa tests (p = 0.0027).
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Maximum likelihood trees obtained with and without a molecular clock were topologically
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identical to one of the most parsimonious trees and were not significantly different from each
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other based on the LRT (ΔlnL = 10.44013, χ2 = 20.88, d.f. = 19, p = 0.34). This suggests that the
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sequences are diverging at equivalent rates, and a simple molecular clock calculation can be
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applied. The mean dS between P. monticola and the Asian clade is 0.00232, resulting in an
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estimated divergence of 5.3 ± 1.3 mya (Late Miocene – Early Pliocene). Sequences of 5799 bp
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of cpDNA (adding rbcL, rpl16 and trnL-F to the matK and trnG used in the phylogenetic
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analysis) revealed a single substitution in trnL-F between a P. albicaulis accession (Washington
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state) and an N haplotype P. lambertiana (dS = 0.00058), resulting in an estimated divergence of
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0.6 ± 0.15 mya (Pleistocene). Sequences of trnL-F from an additional five accessions of P.
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albicaulis and three of N haplotype P. lambertiana (Table 1) confirmed that this is a fixed
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difference between these two taxa. The estimated divergence time between the two P.
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lambertiana chloroplast haplotypes is 15.5 ± 3.9 mya (dS = 0.00681) and between the S
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haplotype of P. lambertiana and the other North American white pines is 9.0 ± 2.25 mya (dS =
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0.00396).
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Discussion
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The pattern of genetic subdivision in sugar pine
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Previous accounts of sugar pine have described neither morphological nor ecological differences
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that can be associated with the phylogeographic pattern observed here. In fact, Mirov (1967)
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described Pinus lambertiana as “rather stable morphologically” (p. 142) and he considered it to
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be a prime example of a “good species” that is “clearly delimited [and] can be identified without
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difficulty” (p. 531). The southern limit of the contact zone (Fig. 1A) does coincide with the
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interface of the Cascade and Sierra Nevada mountain ranges, characterized by relatively recent
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volcanics and predominantly metamorphics (with granitic intrusions and volcanics), respectively
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(Hickman 1993). Although this geological transition is used to demarcate two floristic
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subregions, there is no apparent vegetational break between the forests of the Cascades and
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northern Sierra Nevada (Hickman 1993).
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In her PhD thesis, Martinson (1997) conducted an analysis of allozyme data collected by Conkle
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(unpublished; 1996). Forty populations and 400 individuals of P. lambertiana were assayed at 30
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allozyme loci. Average heterozygosity was 0.22, and no geographic region showed reduced
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genetic diversity. Clustering of genetic distances separated populations from Oregon and
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northwestern California from populations in the Sierra Nevada. Unfortunately, no populations
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were sampled in the chloroplast haplotype contact zone in northeastern California. Thus,
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although the reported allozyme differentiation may correspond to the chloroplast haplotype
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distribution, it will require allozyme sampling in the contact zone to confirm this. The allozyme
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data also separated the Sierra Nevada populations from those sampled in southern California and
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Baja California. This division is not apparent in our data set. However, a unique substitution was
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found in the matK sequence of the Baja California individual. This evidence for genetic isolation
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is consistent with the geographic isolation of this disjunct population (Fig. 1A, B).
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The narrow transition zone between the N and S haplotypes of P. lambertiana suggests that these
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populations have only recently come into contact. This would be consistent with a Holocene
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range expansion from separate northern and southern refugia. There is abundant evidence from
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the pollen record for post-glacial movement of pines (Mohr et al. 2000; Thompson and Anderson
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2000). Unfortunately, individual Pinus species cannot be identified from pollen. Narrow
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haplotype (chloroplast or mitochondrial) transition zones observed in other western North
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American plants (Soltis et al. 1997; Aagaard et al. 1998; Latta and Mitton 1999; Johansen and
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Latta 2003) have also been attributed to post-glacial contact of previously separated populations.
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The examination of maternal and paternal haplotypes offers insight into the dynamics of
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dispersal at the contact zone (Fig. 2). The two P. lambertiana trees sampled in the southern part
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of seed zone 731 represent a population that is isolated on Happy Camp mountain, Modoc
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County. These trees have the S haplotype, and are presumed to have colonized this location by
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long distance seed dispersal. The closest sampled potential source is ca. 90 km away. The large
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(228 ± 40 mg) and “flimsy” winged seeds of P. lambertiana are “seldom dispersed far by wind”,
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but caching by Steller’s jays (Thayer and Vander Wall 2005) and Clark’s nutcrackers (D.
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Tomback, pers. comm.) can potentially lead to long-distance dispersal. No other example of a
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disjunct haplotype was observed. Embryos possessing the S haplotype occur up to 25 km north
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of the northernmost potential source trees, indicating that pollen flow advances ahead of seed
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dispersal. The two Happy Camp mountain trees whose megagametophytes carry the S haplotype
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have apparently been pollinated by trees of the N haplotype. Comparison of chloroplast and
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mitochondrial haplotypes in a Pinus ponderosa contact zone in western Montana has found a
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similar pattern of more extensive pollen flow and rare long distance seed dispersal (Latta and
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Mitton 1993; Johansen and Latta 2003).
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One of the most surprising results of our study is the concordance between the distribution of the
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two cpDNA haplotypes and the relative frequency of a white pine blister rust major gene
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resistance locus (Cr1) in sugar pine. Kinloch (1992) described the pattern of Cr1 frequency as a
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cline. In contrast, the significant differences in Cr1 frequency observed among the three
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haplotype groups (N, S, and mixed) suggests that the gene frequency does not change in a
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gradual manner, but rather shows the same abrupt transition as observed in the chloroplast. There
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is no evidence for a causal link between the cpDNA haplotype and Cr1 distribution patterns. It is
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well-established that resistance shows nuclear inheritance (Kinloch 1992), and the highest
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frequencies of Cr1 (4 – 9% per seed zone) are far lower than the frequency of the S haplotype.
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Furthermore, examination of three resistant trees (heterozygous for the dominant Cr1 allele; J.
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Gleason, unpublished data) in the contact zone found both N and S haplotypes (Fig. 2). Note that
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all other genotyped individuals in the contact zone are non-resistant (J. Gleason, unpublished
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data). We predict that the concordance between the Cr1 and chloroplast haplotype frequencies
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reflects a common history of genetic isolation, followed by recent migration and contact (see
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below).
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Evidence for chloroplast introgression
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The chloroplast haplotypes of P. lambertiana resolve in two different clades in the phylogenetic
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analysis of Pinus subsect. Strobus, one comprised of five other North American species and the
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other encompassing 12 Eurasian species and the North American P. albicaulis (whitebark pine).
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Two biological processes could explain these results: incomplete lineage sorting of an ancestral
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polymorphism, or chloroplast introgression. Incomplete lineage sorting has been determined to
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be the most probable source of widespread allelic non-monophyly at nuclear loci in species of
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Pinus subgenus Strobus (Syring et al. 2007). It has also been considered a potential cause of
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similar patterns observed in chloroplast studies in other plant species (Tsitrone et al. 2003).
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However, the stochastic process of incomplete lineage sorting is not expected to show the strong
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geographic partitioning observed for the two chloroplast haplotypes. On the other hand, if the
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two subgroups of sugar pine have been separated since the Miocene (15.1 ± 3.8 mya) and each
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retained a different haplotype, one might expect to find morphological divergence between (and
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sequence variation within) the two groups, particularly since this same interval has apparently
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been accompanied by multiple speciation events in these lineages. Although some sequence
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divergence was found in the S haplotype clade (in the geographically isolated Baja California
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population), none was found in the N haplotype clade. The amount of sequence divergence
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between the S haplotype of P. lambertiana and the other North American white pines is
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consistent with genetic isolation since the Miocene. In contrast, the high sequence similarity
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between the N haplotype of sugar pine and the Asian clade is suggestive of a much more recent
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shared plastid ancestry.
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To account for this unexpected genetic similarity, we suggest that the N haplotype of P.
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lambertiana may have its origin in a chloroplast introgression event involving P. albicaulis.
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Introgression-mediated chloroplast transfer has been named “chloroplast capture” (Rieseberg and
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Soltis 1991; Tsitrone et al. 2003) and has been offered as an explanation for similar patterns of
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cytonuclear incongruence observed in many plant genera (reviewed in Rieseberg et al. 1996;
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Wendel and Doyle 1998). Tsitrone et al. (2003) have modeled the process under the assumption
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of maternal chloroplast inheritance and they determined conditions likely to promote its
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occurence. A key aspect of their model is the observation that cytonuclear incompatibility often
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results in full or partial male steritily and thus can increase maternal fitness through enhanced
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seed production. Although they do not explicitly model paternal inheritance (the situation in
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Pinaceae), they suggest that chloroplast introgression should be less common here, since
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cytonuclear interactions typically reduce male fitness. Theoretically, chloroplast substitution
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could result in an advantage in male function, but this situation has apparently not been
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documented (Tsitrone et al. 2003). However, a pattern consistent with chloroplast introgression
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has been observed in other species of Pinaceae, e.g. Pinus montezumae (Matos and Schaal 2000),
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Pinus muricata (Hong et al. 2003) and Larix sibirica (Wei and Wang 2003).
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Petit et al. (2003) offer “pollen swamping” as an alternative explanation for the lack of
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cytoplasmic (cpDNA and mtDNA) differentiation between Quercus petraea and Q. robur, two
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sympatric oaks that are consistently differentiated at nuclear markers. In their scenario, Q. robur
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seed disperses into new habitats which are subsequently colonized by Q. petraea via pollen flow,
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resulting in F1 hybrids. Asymmetric introgression and strong selection for the Q. petraea
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phenotype results in mixed populations that share a single cytoplasm. Petit et al. invoke the fact
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that the seeds of Q. robur are better adapted to bird-dispersal than Q. petraea, and thus are more
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likely to establish through long-distance dispersal. A similar relationships exists between P.
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albicaulis (dispersed mainly by the pine seed specialist, Clark’s nutcracker, Tomback 2005) and
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P. lambertiana (dispersed to a limited extent by wind and primarily by generalist Steller’s jays
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and yellow pine chipmunks, Thayer and Vander Wall 2005). In both cases, the better disperser is
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thought to have contributed its chloroplast to the other species. An important caveat is that the
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cytoplasm is maternally inherited in oaks, and thus carried by the seed, and not the pollen as in
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pines.
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If chloroplast introgression is responsible for this pattern, how does one account for the
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otherwise “Eurasian” haplotype in two species of North American subsect. Strobus? The
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cpDNA-based phylogeny (Fig. 3) requires two dispersal events between western North America
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and Asia. The disjunction between P. monticola and the Eurasian clade can be dated to the late
361
Miocene or early Pliocene. This timing is consistent with estimates of 2.6 – 16.7 mya from
362
eleven other eastern Asian / western North American plant disjunctions (Zhu et al. 2006; Zhang
363
et al. 2007). It is noteworthy that well-preserved Pliocene and Pleistocene fossils of P. monticola
364
have been collected in northeastern Siberia and Alaska (reviewed in Bingham et al. 1974).
365
Following diversification of the Eurasian white pines, and origin of the “closed cone”
366
morphology characteristic of stone pines, we propose that the ancestor of P. albicaulis dispersed
367
from Asia to North America via Beringia, presumably during the Pleistocene. Beringia was
368
largely unglaciated during the Pleistocene, and is known to have served as a refugium for trees
369
and shrubs, including Pinus, through the late glacial maximum (Brubaker et al. 2005).
370
Krutovskii et al. (1995) proposed a similar scenario based on allozyme and chloroplast
371
restriction fragment analysis of the “subsect. Cembrae” pines, but placed the migration at an
372
earlier period (Pliocene).
373 374
Evidence from mtDNA haplotypes has been used to infer the existence of three late Pleistocene
375
refugia for P. albicaulis (Richardson et al. 2002): western Wyoming, western Idaho and the
376
southern Cascades of Oregon. The southern Cascades currently support large populations of P.
377
lambertiana, and we propose that this region could also have served as a northern glacial
378
refugium for sugar pine, or possibly further west in the Klamath/Siskiyou Mts. (a region with
379
several paleo-endemic conifers, e.g. Picea breweriana and Chamaecyparis lawsoniana). Sugar
380
pine is common here, but whitebark pine has only recently been discovered in a small population
381
on Mt. Ashland (nine individuals; Murray 2005). Regardless of their current geographic
382
distributions, sympatry in a glacial refugium could have provided the opportunity for the
383
northern populations of sugar pine to acquire the chloroplast of whitebark pine. Although P.
13
384
albicaulis generally occurs at higher elevations than P. lambertiana, the two are partly sympatric
385
in northern California and southern Oregon (Fig. 1B). There is also evidence that P. lambertiana
386
formerly occurred at higher elevations than its current distribution (May 1974; Millar et al.
387
2006).
388 389
Two factors are required for chloroplast introgression to occur; sympatry and reproductive
390
compatibility. While many interspecific crosses have been conducted in subsect. Strobus, there is
391
no record of attempts to cross P. lambertiana and P. albicaulis (Critchfield 1986, R. Sniezko,
392
pers. comm.). Critchfield and Kinloch (1986) do, however, document interspecific hybridization
393
between P. lambertiana and Asian members of subsect. Strobus, namely P. armandii and P.
394
koraiensis. Seed set in these artificial crosses averaged 2.1% and 0.2% viable seed per cone,
395
respectively. In contrast, P. lambertiana is apparently intersterile with all other North American
396
white pines (Critchfield 1986; Fernando et al. 2005). No naturally occurring hybrids of P.
397
lambertiana have been recorded (Mirov 1967; Critchfield 1986; R. Sniezko, pers. comm.).
398 399
Our results explain why Pinus lambertiana was resolved in conflicting positions in recent
400
chloroplast sequence-based phylogenetic analyses of pines. Gernandt et al. (2005) sampled P.
401
lambertiana in Oregon (a region fixed for the N haplotype), while Eckert and Hall (2006)
402
sampled an individual from southern California (a region fixed for the S haplotype). Each study
403
placed P. lambertiana in a position that is consistent with the resolution of the respective
404
haplotypes in our study (Fig. 3). This demonstrates the importance of sampling multiple
405
individuals per species in phylogenetic analyses of closely related species (see also Syring et al.
406
2007).
407 408
The results reported here provide the first phylogeographic hypothesis for an ecologically and
409
economically important conifer, Pinus lambertiana. By placing the intraspecific results within a
410
broader phylogenetic context, further insights were gained into the evolutionary history of this
411
species. The novel hypotheses of two Pleistocene refugia for P. lambertiana and chloroplast
412
introgression with P. albicaulis can be tested with additional molecular markers, in particular
413
nuclear and mitochondrial loci. The observation that the two chloroplast haplotypes demarcate
414
population groups that differ in their vulnerability to white pine blister rust is also a significant
14
415
result that merits further attention. Beyond sugar pine, this study demonstrates the value of
416
including an interspecific phylogenetic component in phylogeographic research. Without this
417
broader perspective, the antiquity of the haplotype groups would remain unknown, as would the
418
unexpected, and potentially reticulate, history of these species.
419 420
Acknowledgements
421
We are indebted to John Gleason (USFS, Placerville Nursery and Disease Resistance Program),
422
Jerry Berdeen and Richard Sniezko (USFS, Dorena Genetic Resource Center) and David
423
Johnson (USFS, Institute of Forest Genetics) for supplying sugar pine seeds and Roman
424
Businský for providing his collections of Asian species. We thank David Gernandt, Bohun
425
Kinloch, Todd Ott, Paul Severns, Richard Sniezko, and Diana Tomback for constructive
426
comments on the manuscript. This research was funded by National Science Foundation grants
427
DEB 0317103 and ATOL 0629508, an NSF Research Experience for Undergraduates
428
suppplement, and the Pacific Northwest Research Station, USDA Forest Service.
429 430
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431
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591
Table 1 Geographic origin and Genbank accessions for samples sequenced for the cpDNA matK
592
and trnG intron loci.
593 Species
Haplo-
Country
Administrative Unit
type
matK
trnG
accession
accession
EF546699
EF546730
albicaulis *
U.S.
California: Mono Co.
albicaulis *
U.S.
California: Siskiyou Co.
"
"
*
U.S.
Montana
"
"
albicaulis *
U.S.
Oregon
"
"
albicaulis *, ‡
U.S.
Washington
"
"
albicaulis *
U.S.
Wyoming
"
"
albicaulis
armandii †
a
China
Anhui
EF546700
EF546731
armandii †
b
Taiwan
Kaohsiung
EF546701
"
ayacahuite
Honduras
La Paz
EF546702
EF546732
ayacahuite
Mexico
Mexico
"
"
ayacahuite
Mexico
Michoacan
"
"
bhutanica
India
West Kameng
EF546703
EF546733
cembra
a
Austria
EF546704
EF546734
cembra
b
Switzerland
EF546705
"
cembra
c
Romania
EF546706
"
chiapensis
Guatemala
EF546707
EF546735
chiapensis
Mexico
Chiapas
"
"
chiapensis
Mexico
Guerrero
"
"
dalatensis †
Vietnam
Kon Tum
EF546708
EF546736
flexilis
a
U.S.
California
EF546709
EF546737
flexilis
b
U.S.
Colorado
EF546710
"
flexilis
c
Canada
Alberta
EF546711
"
koraiensis
Russia
EF546712
EF546738
koraiensis
Japan
"
"
koraiensis
S. Korea
"
"
kwangtungensis
China
EF546713
EF546739
21
lambertiana *
N
U.S.
California: seedzone 091
EF546715
EF546741
lambertiana
N
U.S.
California: seedzone 372
"
"
N
U.S.
California: seedzone 516
"
"
N
U.S.
California: seedzone 732
"
"
lambertiana *
N
U.S.
Oregon: seedzone 472
"
"
lambertiana
N
U.S.
Oregon: seedzone 731
"
"
lambertiana
S
U.S.
California: seedzone 120
EF546714
EF546740
lambertiana
S
U.S.
California: seedzone 526
"
"
lambertiana *, ‡
S
U.S.
California: seedzone 731
"
"
lambertiana
S
U.S.
California: seedzone 992
"
"
lambertiana
S
U.S.
California: seedzone 994
"
"
lambertiana
S'
Mexico
Baja California
EF546716
"
monticola
a
U.S.
Oregon
EF546717
EF546742
monticola
b
Canada
British Columbia
EF546718
EF546743
monticola
b
U.S.
California
"
"
EF546719
EF546744
EF546720
EF546745
"
"
EF546721
EF546746
lambertiana * lambertiana
*, ‡
morrisonicola
Taiwan
parviflora
Japan
Hokkaido
parviflora
Japan
Honshu
peuce
Bulgaria
pumila
Japan
Hokkaido
EF546722
EF546747
pumila
Japan
Hokkaido
"
"
pumila
unknown
"
"
sibirica
a
Russia
Krasnoyarsk Krai
EF546723
EF546748
sibirica
b
Russia
Kemorovo
EF546724
"
strobiformis
a
Mexico
Coahuila
EF546725
EF546749
strobiformis
b
Mexico
Durango
EF546726
"
strobiformis
b
U.S.
Texas
"
"
strobus
U.S.
Minnesota
EF546727
EF546750
strobus
Canada
Newfoundland
"
"
strobus
U.S.
North Carolina
"
"
Pakistan
Punjab
EF546728
EF546751
wallichiana †
a
22
wallichiana gerardiana †
b
Nepal
Karnali
EF546729
"
Pakistan
Gilgit
AY115801
EF546752
594 595
Haplotypes N, S and S' for P. lambertiana are described in the text. In other species, the letters a,
596
b and c were applied as needed for multiple haplotypes within a species. Voucher specimens are
597
deposited at Oregon State University (OSC), unless indicated otherwise.
598
*
599
Genbank accessions EF546757 - EF546759.
600
†
601
Gardening, Průhonice, Czech Republic (RILOG).
Sequenced for trnL-F, GenBank accessions EF546753 - EF546756. ‡ Sequenced for rpl16, Voucher deposited at the Silva Tarouca Research Institute for Landscape and Ornamental
602 603
23
604
Table 2 The frequency of the white pine blister rust resistance gene Cr1 in sugar pine seed zones
605
from the region of haplotype contact, compared to the number of southern and northern
606
haplotypes. Data in columns 2 and 3 are from the 41 seed zones sampled by Kinloch (1992).
607 seed
trees / seeds
zone
sampled
frequency of
haplo-
N
S
frequency
major gene
type
haplo-
haplo-
of S
resistance
group
type
type
haplotype
Oregon: Coast ranges and Cascades 090
10 / 74
0.0000
N
452
N
1
0.00
472
N
1
0.00
1
0.00
491
24 / 430
0.0000
N
492
7 / 231
0.0000
N
501
8 / 237
0.0127
N
502
18 / 379
0.0053
N
511
12 / 204
0.0049
N
1
0.00
512
9 / 205
0.0000
N
1
0.00
681
N
1
0.00
701
N
1
0.00
702
N
1
0.00
N
1
0.00
703
8 / 157
0.0000
721
N
Northwest California: Coast ranges 081
2 / 15
0.0000
N
2
0.00
091
36 / 1763
0.0085
N
2
0.00
095
8 / 136
0.00
N
301
162 / 4752
0.0061
N
1
0.00
302
5 / 137
0.00
N
1
0.00
N
1
0.00
303 311
28 / 683
0.0073
N
1
0.00
321
141 / 5197
0.0073
N
1
0.00
24
322
5 / 302
0.00
N
1
0.00
331
3 / 44
0.00
N
1
0.00
N
1
0.00
332 340
33 / 2030
0.0030
N
1
0.00
371
4 / 190
0.0053
N
1
0.00
372
101 / 4065
0.0096
N
1
0.00
Northeast California: Cascades 516
8 / 265
0.00
N
1
0.00
521
12 / 779
0.0026
N
3
0.00
522
264 / 15815
0.0192
mixed
4
3
0.43
523
42 / 1869
0.0316
mixed
1
3
0.75
mixed
1
2
0.67
4
0.33
731 732
7 / 174
0.0632
mixed
8
741
9 / 538
0.00
N
2
0.00
742
N
4
0.00
771
mixed
1
2
0.67
Eastern California: Sierra Nevada 524
85 / 3141
0.0274
S
3
1.00
525
116 / 5099
0.0322
S
2
1.00
526
222 / 7714
0.0460
S
2
1.00
531
91 / 2976
0.0339
S
1
1.00
532
16 / 941
0.0659
S
1
1.00
533
16 / 635
0.0819
S
1
1.00
534
124 / 2668
0.0727
S
1
1.00
540
44 / 1077
0.0706
S
1
1.00
772
14 / 222
0.0180
S
3
1.00
S
1
1.00
California: Central Coast range 120
93 / 2133
0.0886
Southern California: Transverse ranges 992
8 / 644
0.0699
S
1
1.00
993
29 / 463
0.0324
S
1
1.00
25
994
31 / 337
0.0297
S
1
1.00
997
32 / 517
0.0561
S
1
1.00
S
1
1.00
Baja California: Sierra San Pedro Martír 12 / 254
0.00
608 609
26
610
Fig. 1A Sampled individuals of P. lambertiana in western North America. Yellow squares
611
represent the S haplotype and blue squares represent the N haplotype. Forest tree seed zones
612
sampled by Kinloch (1992) and / or this study are shaded according to the frequency of the Cr1
613
allele (Table 2), ranging from 0% (no shading) to 8.9% (dark gray, seed zone 120). Seed zones
614
outlined in red were not sampled for Cr1. The haplotype contact zone (green rectangle) is shown
615
in more detail in Figure 2.
616 617
Fig. 1B Approximate geographic distribution of Pinus lambertiana (dark gray) and P. albicaulis
618
(light gray) from Critchfield and Little (1966). Red triangles represent P. albicaulis samples used
619
in this study.
620 621
Fig. 2 Detail of the contact zone between the S (yellow) and N (blue) cpDNA haplotypes of P.
622
lambertiana. Squares represent the maternal (megagametophyte) haplotype and circles represent
623
the paternal (embryo) haplotype. Asterisks denote white pine blister rust resistant individuals.
624 625
Fig. 3 One of two most parsimonious trees estimated from cpDNA matK and trnG intron
626
sequences. Bootstrap values are shown below the branches. Tree length = 57, consistency index
627
= 0.91, retention index = 0.97. When applicable, haplotypes (see Table 2) and the number of
628
individuals that share a particular sequence and haplotypes follow the species names.
629 630
Author Information
631 632 633 634 635 636 637
Aaron Liston and Rich Cronn collaboratively study the systematics, population genetics, and evolution of pines. John Syring and Ann Willyard are former PhD students of Cronn and Liston. Dr. Syring is now an Assistant Professor of Plant Systematics at Montana State UniversityBillings, and Dr. Willyard is a post-doc at the University of South Dakota. Mariah ParkerdeFeniks is a Sociology major at Oregon State University, pursuing a career in Criminal Justice and Social Research.
27
638
Figure 1
639
28
640
Figure 2
641
29
642
Figure 3
643
30