The Japanese Society for Systematics

ISSN 1346-7565 Acta Phytotax. Geobot. 65 (3): 127–139 (2014)

Cephalanthera falcata f. conformis () forma nov.: A New Peloric Orchid from Ibaraki Prefecture, Japan

1,* 1 1 Hiroshi Hayakawa , Chihiro Hayakawa , Yoshinobu Kusumoto , Tomoko 1 1 2 3,4 Nishida , Hiroaki Ikeda , Tatsuya Fukuda and Jun Yokoyama

1National Institute for Agro-Environmental Sciences, 3-1-3 Kannondai, Tsukuba, Ibaraki 305-8604, Japan. *[email protected] (author for correspondences); 2Faculty of Agriculture, Kochi University, Nan- koku, Kochi 783-8502, Japan; 3Faculty of Science, Yamagata University, Kojirakawa, Yamagata 990-8560, Japan; 4Institute for Regional Innovation, Yamagata University, Kaminoyama, Yamagata 999-3101, Japan

We recognize a new peloric form of the orchid falcata (Thunb.) Blume f. conformis Hi- ros. Hayak. et J. Yokoy., which occurs in the vicinity of the Tsukuba mountain range in Ibaraki Prefec- ture, Japan. This peloric form is sympatric with C. falcata f. falcata. The peloric flowers have a -like lip. The flowers are radially symmetrical and the perianth parts spread weakly compared to normal flow- ers. The stigmas are positioned at the apex, thus neighboring stigmas and the lower parts of the pollinia are conglutinated. We observed similar vegetative traits among C. falcata f. falcata, C. falcata f. albescens S. Kobayashi, and C. falcata f. conformis. The floral morphology in C. falcata f. conformis resembles that of C. nanchuanica (S.C. Chen) X.H. Jin et X.G. Xiang (i.e., similar petal-like lip and stig- ma position at the column apex; syn. Tangtsinia nanchuanica S.C. Chen), but C. falcata f. conformis and C. nanchuanica can be distinguished by their staminodes (5 inconspicuous staminodes in the former, and 3 large and 2 inconspicuous staminodes in the latter). Nucleotide sequences of nrDNA ITS and cpDNA trnL-F intergenic spacer regions of C. falcata f. conformis were different from those of C. nanchuanica. The two peloric taxa likely have independent origins, although both are derived from C. falcata.

Key words: flower, lip, peloria, pleiotropic effect, radial symmetry, staminode,Tangtsinia nanchuanica, zygomorphic

Orchid floral structure is highly divergent, been described among Japanese orchids: Tipular- particularly in lip morphology. The lip is impor- ia japonica Matsum. var. harae F. Maek. (Maeka- tant in guiding pollinators to the target organs. wa 1935, 1971), Eleorchis japonica (A. Gray) F. The lip also acts as a landing platform for pollina- Maek. var. conformis (F. Maek.) F. Maek. ex H. tors. In some orchid species, lip structure has Hara et M. Mizush. (Hara 1937), thun- evolved to match the morphology of particular bergii A. Gray f. subconformis Sakata (Sakata species of pollinator (Inoue 1996, Vereecken 1960), and nagifolium Masam. f. con- 2009). The lip of some species of orchids are in- forme Suetsugu (Suetsugu 2013). A few horticul- conspicuous and closely resemble or se- tural peloric mutants are also in Japan (Calanthe pals; e.g. in most species of Thelymitra J.R. Forst. discolor Lindl., Ca. discolor × Ca. striata R. Br., et G. Forst. (Mondragón-Palomino & Theißen Ca. striata, Cy. goeringii (Rchb. f.) Rchb. f., Cy. 2009). An inconspicuous lip often results from nagifolium, moniliforme (L.) Sw., natural wild mutations (i.e., peloric mutants; Mit- Liparis kumokiri F. Maek., L. makinoana Schltr., suhashi 1988). Four wild peloric mutants have Neofinetia falcata (Thunb.) Hu., Ponerorchis

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graminifolia Rchb. f., and sinensis because of their morphological similarity (Chen (Pers.) Ames var. amoena (M. Bieb.) H. Hara; & Gale 2010). Recent phylogenetic analysis has Mitsuhashi 1988). confirmed the earlier nomenclatural decision to Cephalanthera Rich. comprises 17 mixotro- reduce Tangtsinia to synonymy under Cephalan- phic or holomycotrophic species that occur thera (Xiang et al. 2012). The peloric mutant of through , northern Africa, eastern Asia, C. falcata discovered in Japan may be identical to Southeast Asia, and western North America C. nanchuanica from . However, taxonom- (Luer 1975, Satomi 1982, Chen et al. 2010, Jin et ically significant morphological characters of the al. 2011, Xiang et al. 2012). Four species, two va- Japanese , such as the perianth and form of rieties, and two forms occur in Japan (Yonekura the apex of the column, are presently unknown. & Kajita 2003–). (Thunb.) To establish the taxonomic status of the Japa- Blume, a leafy mixotrophic orchid, occurs in Ja- nese peloric mutant of Cephalanthera falcata, we pan, Korea, and China (Hashimoto & Kanda compared it morphologically with C. falcata f. 1981, Satomi 1982; Fig. 1A). The plants are 30–80 falcata and C. falcata f. albescens. We also per- cm tall and have 5–8 alternate leaves, which are formed molecular analyses to determine whether 8–15 cm long and 2–4 cm wide. Flowering occurs peloric mutants in Japan and China are identical. from April through June. This 3–12 yellow flow- Based on our findings, we conclude that the Japa- ers have 14–17-mm long and slightly short- nese mutant is a new form of C. falcata, which we er petals. The lip is 3-lobed; two lateral lobes name and diagnose. loosely embrace the column and the central lobe has 3–5 brownish-orange lamellae on the adaxial Materials and Methods surface. Only two infraspecific taxa are known to date: C. falcata f. falcata and f. albescens S. Ko- Morphological measurements were made on bayashi. Forma albescens has yellowish white 47 flowering individuals of Cephalanthera falca- flowers (Kobayashi 1966; Fig. 1B), but peloric ta f. falcata collected from two populations [29 and albino mutants have also been collected in individuals from Ishioka City and 18 from the Ibaraki and Kanagawa prefectures, respectively, National Institute for Agro-Environmental Sci- in Japan (Deguchi 1954, Suzuki & Noguchi 1970, ences (NIAES) in Tsukuba City, Japan]. In addi- Suzuki et al. 1981). The two mutants have not tion, we took measurements from six individuals been formally described. Three peloric species of of C. falcata f. albescens and 21 of the peloric C. Cephalanthera occur in China: C. nanchuanica falcata from Ishioka City, Ibaraki Prefecture, Ja- (S.C. Chen) X.H. Jin et X.G. Xiang, C. nanlingen- pan. In total, we collected field data from 74 indi- sis A.Q. Hu et F.W. Xing, and C. humillis X.H. Jin viduals of C. falcata with normal and peloric (Chen 1965, Hu et al. 2009, Jin et al. 2011, Xiang flowers in early to mid May 2013. We recorded et al. 2012). Cephalanthera nanchuanica was the numbers of leaves and flowers, floral color, first described as the monotypic genusTangtsinia and the presence or absence of spurs. In addition, S.C. Chen, based on its unique floral morphology we measured plant height (from the soil surface with a petal-like lip, stigmas located at the col- to the tip of the inflorescence), length and width umn apex, and 5 staminodial projections sur- of the largest leaf blade, and floral bract length at rounding the stigmas (Chen 1965, 1982). Based the lowest position on the inflorescence. Floral on its staminodial projections, Tangtsinia was be- characters were determined from a single bloom- lieved to be the ancestor of several orchid genera, ing flower taken from the lower part of an inflo- including Cephalanthera (Chen 1965). However, rescence on each plant. The flowers were stored the has been rejected and the species is in 50% (v/v) ethanol until measurements were now recognized as a peloric mutant of Cephalan- made. We recorded the number of lobes on each thera (Burns-Balogh et al. 1987, Cribb 1999, lip, the number of lamellae on the lip, and the po- Bateman & Rudall 2006), perhaps of C. falcata sition of the stigmas on each column. We mea-

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sured column length, ovary length, and the di- gene (rbcL), the maturase K gene (matK), and the mensions of sepals, petals, and the lip of each trnL-F intergenic spacer region from chloroplast plant. All measurements were made with digital DNA (cpDNA) using the universal primers calipers (Mitutoyo, Kanagawa, Japan) and a rul- “ITS5” and “ITS4” (White et al. 1990), “rbcL1F”, er. We also calculated the length–width ratio of “rbcL724Rmonocot”, “rbcL636F”, and “rb- the largest leaf blade on each plant. On May 25, cL1367R” (Goldman et al. 2001), “matK1F”, 2013 and July 7, 2013, we examined fruit set on “matK462F”, and “trnK2R” (Goldman et al. five individuals of Cephalanthera falcata f. fal- 2001), and “e” and “f” (Taberlet et al. 1991), re- cata and five peloric plants ofC. falcata in a pop- spectively. In addition, we used a new primer ulation located at Kasumigaura City, Ibaraki Pre- “matK877R”, which is a reverse complement se- fecture, Japan. In preparation for stereomicro- quence of “matK877F” designed by Goldman et scopic photography (using an SMZ800; Nikon, al. (2001). The isolated DNA was amplified by Tokyo, Japan) of the column, we stored an inflo- PCR in 16 µL reaction solutions each containing rescence from a peloric mutant in 50% ethanol 0.5 µM of each forward and reverse primer, 1.5

for few days followed by two substitutions with mM of MgCl2, 0.2 mM of each dNTP, and 0.05 95% ethanol over several days. units of TaKaRa Ex Taq® DNA polymerase (Ta- Statistical analyses for significant differences kara Bio Inc. Shiga, Japan) in a 1× concentration among means were performed using one-way buffer supplied by the manufacturer. We used the ANOVA. Tukey's honestly significant difference following thermal cycle profile for amplification (HSD) test (P < 0.05) was used for pairwise post in a C1000 TouchTM Thermal Cycler (Bio-Rad hoc analyses. The leaf indices (leaf length/width Laboratories Inc., Hercules, CA, USA): 30 s at ratio) and floral bract lengths were not normally 95°C, 30 s at 55°C, and 1 min at 72°C for 35 cy- distributed and were unequally dispersed. Ac- cles, followed by a 5 min final extension at 72°C. cordingly, pairwise comparisons between the To check amplification, 5 μL of each product was means of these two variables were tested with the loaded onto 1.0% agarose gels for electrophore- nonparametric Steel–Dwass test (P < 0.05). Tests sis. The PCR products were purified with Exo- for significant differences in fruit set were per- SAP-IT® (USB Corporation, Cleveland, OH, formed with Mann–Whitney tests. We used R USA) and directly sequenced in both directions v.2.12.1 software (R Development Core Team using a BigDye® Terminator kit ver. 3.1 (Applied 2010) for all analyses. Biosystems, Foster City, CA, USA) and an ABI Voucher specimens of the peloric form of Prism® 3100 Genetic Analyzer (Applied Biosys- Cephalanthera falcata [H. Hayakawa HH-029 tems) following the manufacturer’s instructions. (MBK0245077), HH-030 (MBK0245078), and The primers used for amplification were also HH-031] were deposited in the herbarium of the used for sequencing. Following Lorenz-Lemke et Makino Botanical Garden, Kochi (MBK) and the al. (2005), we classified a site as heterozygous Museum of Yamagata University. when two or more peaks were present in a single For our molecular analyses, we isolated total nucleotide position on the electropherogram and DNA from 200–300 mg of leaves using a the weakest signal was at least 25% the height of DNeasy® Plant Mini Kit (Qiagen KK, Tokyo, Ja- the strongest signal. pan) following the manufacturer’s instructions. The sequences analyzed in this study were We analyzed four individuals of Cephalanthera deposited in the DDBJ/EMBL/GenBank Interna- falcata f. falcata, two of C. falcata f. albescens, tional DNA databases (Tables 1, 2). To reveal ge- two of C. falcata with peloric flowers, and one of netic relationships among species, we obtained C. erecta (Thunb.) Blume (Tables 1, 2). We am- sequences of the ITS, rbcL, matK, and trnL-F in- plified the internal transcribed spacer (ITS) re- tergenic regions of the species of Cephalanthera gion of the nuclear ribosomal DNA (nrDNA), the and allied taxa from the DDBJ database (Tables ribulose 1,5-bisphosphate carboxylase/oxygenase 1, 2). Those sequences were aligned using Clust-

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Table 1. Accession numbers used phylogenetic trees of nrDNA ITS region and cpDNA rbcL and matK regions. nrDNA cpDNA Species ITS rbcL matK Reference AF521060 ------van den Berg et al. (2005) AY146446 ------Moscone et al. (unpubl.) AY833027 ------Julou et al. (2005) ------AY368396 Freudenstein et al. (2004) --- AF074123 --- Cameron et al. (1999) C. erecta --- JF972908 JF972942 Kim et al. (2012) AB856486 AB856497 AB856508 This study C. exigua FJ454868 ------Roy et al. (2009) C. falcata --- JF972909 JF972943 Kim et al. (2012) C. falcata f. albescens AB856490 AB856501 AB856512 This study AB856491 AB856502 AB856513 This study C. falcata f. falcata AB856484 AB856495 AB856506 This study AB856488 AB856499 AB856510 This study AB856489 AB856500 AB856511 This study AB856493 AB856504 AB856515 This study C. falcata f. conformis AB856483 AB856494 AB856505 This study AB856487 AB856498 AB856509 This study C. humilis --- JN706688 JN706692 Xiang et al. (2012) C. longifolia AY369083 ------Bernardos et al. (unpubl.) AY146447 ------Moscone et al. (unpubl.) C. nanchuanica JN706696 JN706686 JN706689 Xiang et al. (2012) C. rubra AY369084 ------Bernardos et al. (unpubl.) AY146445 ------Moscone et al. (unpubl.) Outgroups Epipactis veratrifolia JN114499 ------Parveen et al. (unpubl.) Listera smallii AF521058 ------van den Berg et al. (2005) --- AF074184 --- Cameron et al. (1999) ------AF263668 Goldman et al. (2001) Neottia nidus-avis AY351383 ------Bernardos et al. (2004) --- AY368364 --- Freudenstein et al. (2004) ------EF079303 Gorniak and Szlachetko (unpubl.)

Table 2. The ITS and trnL-F intergenic spacer region sequences obtained from Cephalanthera falcata forms and C. nanchuanica. ITS trnL-F 1 1 3 1 4 1 6 8 1 5 Species 6 1 5 Accession 0 0 Accession Site C. falcata f. albescens A C R AB856490 T T AB856523 Ishioka city, Ibaraki Prefecture, Japan C. falcata f. albescens A C R AB856491 T T AB856524 Ishioka city, Ibaraki Prefecture, Japan C. falcata f. falcata A C R AB856484 T T AB856517 Ishioka city, Ibaraki Prefecture, Japan C. falcata f. falcata A C R AB856488 T T AB856521 Kasumigaura city, Ibaraki Prefecture, Japan C. falcata f. falcata G C A AB856489 T T AB856522 NIAES, Tsukuba city, Ibaraki Prefecture, Japan C. falcata f. falcata G C A AB856493 T T AB856526 Mt. Sanpo-zan, Noichi-cho, Konan city, Kochi Prefecture, Japan C. falcata f. comformis R C A AB856483 T T AB856516 Ishioka city, Ibaraki Prefecture, Japan C. falcata f. comformis G C A AB856487 T T AB856520 Kasumigaura city, Ibaraki Prefecture, Japan C. nanchuanica1) G T A JN706696 G C JN706693 China

1) After Xiang et al. (2012). Accession number of the trnL-F intergenic spacer region was AB856519 in .

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alW (Thompson et al. 1994), followed by realign- ment for the initial and terminal 10 nucleotide se- Results and Discussion quences of the ITS, rbcL, and matK regions after setting the Gap Opening Penalty = 1 in the terms Lip size and the shape of peloric flowers taken of pairwise and multiple alignments in MEGA from Cephalanthera falcata differed significant- v.5.2.1 software (Tamura et al. 2011). To assess ly from those of normal flowers; measurements of the relationships among the peloric mutant, Ceph- the lips of peloric flowers fit within the range of alanthera falcata, and its relatives, we employed variation for other perianths (Table 3, Figs. 1, 2). MEGA v.5.2.1 software to construct phylogenetic Thus, we recognized the plants in Ibaraki to be trees from the DNA sequences using the neigh- peloric mutants of C. falcata. The mutant was bor-joining (NJ) and maximum-likelihood (ML) constantly present in the Ishioka population methods. The trnL-F intergenic region was ex- through 2012 and 2013. Peloric flowers of C. fal- cluded from phylogenetic tree construction be- cata tended to have narrower lateral sepals and cause sample numbers were insufficient. All po- petals than in normal flowers from sympatric in- sitions containing gaps and missing data were dividuals (Table 3). The peloric flowers, however, eliminated. In the NJ analysis, evolutionary dis- fell within the range of floral size variation found tances were computed using the maximum com- in normal individuals of C. falcata. In a few spec- posite likelihood (MCL) method (Tamura et al. imens, especially those with peloric flowers, flo- 2004). Codon positions included were set as first ral bract length exceeded ovary length, but no + second + third + noncoding. In the ML analy- significant differences were observed among the sis, the best-fit nucleotide substitution models three sympatric forms (Table 3, Fig. 3). Column were selected based on the Akaike information length was closely similar in peloric and normal criterion (Akaike 1974). The Kimura 2-parameter flowers (Table 3). However, the peloric mutant model (Kimura 1980) with gamma distribution had five inconspicuous staminodial projections at (K2+G model; estimated nucleotide frequency the apex of the column (Fig. 4). In addition, the (f): T = C = A = G 0.250; estimated substitution stigmas in peloric flowers were positioned at the rates (r): α = 0.162, β = 0.044; +G = 0.3729) and tip of the column (Fig. 4A–C, F, G), unlike in nor- the general time reversible model (GTR model; mal flowers, which have stigmas on the adaxial Rodriguez et al. 1990); estimated nucleotide fre- surface (Fig. 4D, E). This morphological feature quencies (f): T 0.335, C 0.193 A 0.291, G 0.180; of peloric flowers may result in self-pollination estimated substitution rates (r): AT 0.005, AC through adhesion of neighboring stigmas and the 0.110, AG 0.089, TA 0.004, TC 0.090, TG 0.058, lower part of the pollinia, as in C. erecta and C. CA 0.165, CT 0.156, CG 0.034, GA 0.143, GT longibracteata (Tanaka 1965; Fig. 4). The rate of 0.107, GC 0.037) were selected for the ITS and the fruit set on May 25, 2013 was, however, higher in cpDNA (rbcL and matK) regions, respectively; normal flowers ofC. falcata (79.4%; range: 33.3– evolutionary history was inferred based on these 100%) than in peloric flowers (61.7%; range: 11.1– models. Initial tree(s) for heuristic searches were 100%). The final rate of fruit set was 33.9% (0– obtained automatically by applying the NJ meth- 77.8%) in peloric flowers, but we have no equiva- od to a matrix of pairwise distances estimated us- lent data for C. falcata f. falcata because an inflo- ing the MCL approach and then selecting the to- rescence snapped off on July 7, 2013. The capa- pology with the highest log-likelihood value. bility for self-fertilization of peloric flowers re- Confidences in the tree topology of both ML and quires further analysis. The three forms had sim- NJ methods were tested using bootstrap analyses ilar non-floral traits (Table 3). (Felsenstein 1985) with 1000 replications. Thus, the peloric mutant differed from Ceph- alanthera falcata in the lip and in the position of the stigmas at the tip of column (Table 3, Figs. 1, 4). These traits in the mutant are identical to those

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Fig. 1. Cephalanthera falcata: images of forms. A–C: flowers of C. falcata f. falcata (A), C. falcata f. albescens (B), and C. falcata f. conformis (C). D–E: inflorescences ofC. falcata f. falcata (D) and C. falcata f. conformis (E). F: separated floral organs of C. falcata f. falcata (left) and C. falcata f. conformis (right); bar = 1 cm. G: individual of C. falcata f. conformis; bar = 5 cm.

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Fig. 2. Scatterplot of lengths and widths of sepals, petals, and lips in Cephalanthera falcata f. falcata, C. falcata f. albescens, Figure 2. and C. falcata f. conformis. White diamonds, squares, and triangles indicate dorsal sepals, lateral sepals, and petals, re- spectively, of C. falcata forms. White and gray circles indicate the lips of C. falcata f. falcata/C. falcata f. albescens and the petal-like lip of C. falcata f. conformis, respectively.

Table 3. Measurements of blooming individuals of Cephalanthera falcata with zygomorphic and radially symmetrical flowers. Zygomorphic Radially symmetrical Cephalanthera falcata f. falcata f. albescens f. conformis Trait NIAES (n = 18) Ishioka (n = 29) Ishioka (n = 6) Ishioka (n = 21) Plant height (cm) 39.0 ± 9.3 a 36.9 ± 11.0 a 32.7 ± 7.1 a 41.8 ± 10.6 a Largest leaf length (cm) 11.0 ± 1.5 a 11.1 ± 1.9 a 11.0 ± 1.3 a 11.3 ± 1.4 a Largest leaf width (cm) 3.4 ± 1.0 a 3.1 ± 1.2 a 2.9 ± 0.9 a 3.5 ± 0.8 a Leaf index1) 3.4 ± 0.8 ab 3.8 ± 0.8 a 4.0 ± 0.9 ab 3.3 ± 0.5 b Leaves 6.7 ± 0.6 a 56. ± 1.1 a 5.8 ± 0.4 a 5.9 ± 1.2 a Flowers 5.3 ± 3.4 a 4.3 ± 2.9 a 5.5 ± 3.7 a 5.5 ± 2.4 a Floral bract length1) (mm) 2.64 ± 1.07 b 5.51 ± 7.79 ab 3.01 ± 0.69 ab 11.83 ± 17.44 a Dorsal length (mm) 14.72 ± 1.49 a A 17.38 ± 2.54 a A 16.22 ± 0.94 a A 14.78 ± 0.56 a A Lateral sepal length (mm) 13.60 ± 1.13 b AB 16.01 ± 2.17 a AB 14.39 ± 0.66 ab B 14.68 ± 0.77 ab A Petal length (mm) 12.67 ± 0.98 b B 14.79 ± 2.14 a B 13.80 ± 0.84 ab B 12.82 ± 0.65 ab B Lip length2) (mm) 9.33 ± 0.52 c C 10.27 ± 0.73 b C 9.90 ± 0.33 bc C 12.89 ± 0.63 a B Dorsal sepal width (mm) 5.42 ± 0.56 a C 6.09 ± 0.65 a B 6.29 ± 0.59 a B 5.56 ± 0.71 a A Lateral sepal width (mm) 6.24 ± 0.43 ab B 6.35 ± 0.51 a B 6.50 ± 0.61 a B 215.59 ± 0.70 b A Petal width (mm) 5.75 ± 0.44 b BC 6.42 ± 0.57 a B 6.60 ± 0.31 a B 5.66 ± 0.43 b A Lip limb width2) (mm) 10.75 ± 0.95 a A 11.32 ± 0.55 a A 11.60 ± 0.25 a A 5.75 ± 0.49 b A Column length (mm) 6.44 ± 0.48 a 6.72 ± 0.57 a 6.74 ± 0.29 a 6.42 ± 0.49 a Ovary length (mm) 15.07 ± 2.58 a 17.62 ± 3.15 a 14.51 ± 1.00 a 13.86 ± 2.55 a Lobes 3 3 3 0 Lamellae (5-) 7 5-9 5-9 0 Spur Present Present Present Absent Number of pollinia sets3) 2 2 2 2 Position of Adaxial side of Adaxial side of Adaxial side of Tip of column column column column Floral color Yellow Yellow Yellowish-white Yellow Flowering time Early to mid-May Early to mid-May Early to mid-May Early to mid-May

Different small latters within a row indicate significant differences at the 5% level by Tukey's HSD test among forms. Different capital latters with normal and italic types within a column indicate significant differences at 5% level by Tukey's HSD test for perianthe length and width, respectively. 1) Steel-Dwass test at 5% level was conducted. 2) The length and width of a petal-like lip were measured in a radially symmetrical flower. 3) Cephalanthera falcata f. falcata has 2 pollinia per set. As C. falcata f. conformis has congruenced pollinia with stigma, the number of pollinia per set could not deteremine.

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in C. nanchuanica, which is presumed to be a pe- loric mutant of C. falcata in China (Chen & Gale 2010). Cephalanthera nanchuanica, however, is unique in that the 3 larger and 2 inconspicuous staminodial projections surrounding the stigmas resemble extensions of the column ridges (Chen 1965, Burns-Balogh et al. 1987, Chen & Gale 2010). In contrast, the Japanese peloric mutant lacks clear staminodes and has five inconspicu- ous projections (Fig. 4). The two forms may be therefore be distinguished by the presence/ab- sence of clear staminodial projections. Peloria in orchids may be categorized into three types: A, B, and C (Rudall & Bateman 2002, Mondragón-Palomino & Theißen 2009). In type A peloria, the two lateral petals are trans- Fig. 3. Box-and-whisker plot of floral bract lengths inCepha- Figure 3. lanthera falcata f. falcata, C. falcata f. albescens, and formed into lips. In type B peloria, the lip is re- C. falcata f. conformis.

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Fig. 4. Columns of Cephalanthera falcata f. falcata and C. falcata f. conformis. A–D: illustration (A) and ventral (B), side (C), and dorsal views (D) of columns in eth- anol-fixed specimens of C. falcata f. conformis. E–H: columns of C. falcata f. falcata (E–F) and C. falcata f. conformis (G–H). Arrows and arrowheads indicate stigmas and inconspicuous staminodial projections, respectively.

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AYAKAWA AL Fig. 5. Phylogenetic treeH of the species &of Cephalanthera.—A New Peloricand allied Orchid species from (based Ibaraki on nrDNA Prefecture, ITS region) Japan constructed by NJ Figure 5. and ML methods. Evolutionary history was inferred using the ML method. A tree with the highest log likelihood (–1807.6984) is shown. The percentages of replicate trees in which the associated taxa clustered together in bootstrap tests (1000 replications) are shown above/below the branches exceeding 50% (NJ/ML) (Felsenstein 1985). The tree is drawn to scale, with branch lengths measured in the number of substitutions per site. The analysis involved 21 nucleotide sequenc- es. All positions containing gaps and missing data were eliminated. In total, 561 positions were included in the final data set.

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Fig. 6. Phylogenetic tree of Cephalanthera species and allied species (based on the cpDNA rbcL and matK regions) construct- ed by NJ and ML methods. The evolutionary history was inferred by using the ML method. The tree with the highest log likelihoodFigure (–2753.0355) 6. is shown. The percentages of replicate trees in which the associated taxa clustered together in bootstrap tests (1000 replications) are shown above/below the branches exceeding 50% (NJ/ML) (Felsenstein 1985). The tree is drawn to scale, with branch lengths measured in the number of substitutions per site. The analysis involved 16 nucleotide sequences. In total, 1473 positions were included in the final data set.

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but the petals were shorter than the sepals (Table 3). The lip of the peloric flowers and the petals were of similar length; we therefore categorized them as type B peloria. We determined 600-, 446-, 684-, and 1253-bp sequences of the ITS, trnL-F intergenic spacer, rbcL, and matK regions, respectively, among the species of Cephalanthera (Tables 1, 2). Cepha- lanthera falcata was monophyletic with the pelo- ric mutant from Japan and C. nanchuanica from China with 100/100% and 98/96% bootstrap val- ues (NJ/ML) in ITS and cpDNA (rbcL and matK regions), respectively (Figs. 5, 6). The two peloric taxa are thus derived from C. falcata. The nucleo- tide sequences of the ITS and trnL-F intergenic

Fig. 7. Distribution of Cephalanthera falcata f. falcata and spacer regions were indistinguishable among the C. falcata f. conformis in Ibaraki and Tochigi prefec- Japanese peloric mutants, C. falcata f. falcata, tures. White and black circles indicate sites where C. and C. falcata f. albescens. However, C. nanch- falcata f. falcata and C. falcata f. conformis, respec- tively, have been found in this study. Gray circles in- uanica differed from these three in a few nucleo- dicate voucher specimens of C. falcata f. conformis tide sequences (ITS: position 161 bp; trnL-F in- deposited in the herbaria TNS and INM and occur- tergenic spacer: positions 110 and 450 bp; Table rences of C. falcata f. conformis recorded by Suzuki 2). The large geographical distance between Ja- & Noguchi (1970). Parentheses indicate the number of individuals of C. falcata f. conformis. The figure pan and Nanchuan district, Chongqing, China was constructed by editing an image map produced (Chen 1965), suggests that the Japanese peloric by MapMap Ver6.0 software . igins. Based on our morphological and phyloge- netic analyses, we describe the peloric mutant discovered in Japan as a new form: Cephalan- placed by a third unmodified petal. In type C pe- thera falcata (Thunb.) Blume f. conformis Hiros. loria, all perianth parts are identifiable as sepals. Hayak. et J. Yokoy. Type A and B peloria are termed irregular and regular peloria, respectively (Masters 1869, Bate- Cephalanthera falcata (Thunb.) Blume man 1985, Rajkumari & Longjam 2005). Hors- f. conformis Hiros. Hayak. & J. Yokoy., forma man (1990) placed type C peloria in a separate nov.—Fig. 1. third category. The flower ofC. nanchuanica (de- scribed as Tangtsinia nanchuanica) is treated as This form differs from Cephalanthera falcata f. falcata in lip and column morphologies. The lip is petal-like, entire, type B (Chen 1965, Chen & Gale 2010) or C pelo- unlobed, and without lamellae or a spur. The stigmas are ria (Bateman & Rudall 2006, Mondragón-Palo- positioned at the tip of column. This form differs from C. mino & Theißen 2009). We classified the Japa- nanchuanica in staminodial projection morphology. In nese peloric mutant by examining the perianth forma conformis, five staminodial projections are incon- morphology. In non-lip perianths (dorsal sepal, spicuous at the column apex. lateral sepal, and petal) of normal flowers, the Japanese name. Tsukuba-Kinran, nov. dorsal sepals were always significantly longer Distribution. Ibaraki Prefecture, Honshu, Ja- than the petals, although no significant differenc- pan. es were detected between the length of the lateral sepals and petals (Table 3). In peloric flowers, the Hab. Japan, Ibaraki Prefecture, Ishioka City dorsal and lateral sepals were of similar length [May/8/2013. H. Hayakawa HH-029 (MBK 0245077; ho-

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October 2014 Hayakawa & al.—A New Peloric Orchid from Ibaraki Prefecture, Japan 137

lotype) (MBK) and HH-030 (MBK 0245078) (MBK); TNS Herbarium; and the staff of the Museum of Yamaga- May/10/2013 H. Hayakawa HH-031 (Museum of Yamaga- ta University for allowing us to examine herbarium spec- ta University) and HH-032; and May/2013 H. Hayakawa imens. This study was partly supported by a Grant-in-Aid HH-034)], Tsukuba City [(May/1/2008 K. Sato s.n. for Scientific Research from the Ministry of Education, (8501243) (TNS); May/6/2013 S. Fujimori s.n. (8505087) Culture, Sports, Science and Technology, Japan (MEXT (TNS); May/22/1980 Nezu 747 (TNS01082035) (TNS); KAKENHI Grant Number 23370039 to J.Y. and T.F.). May/23/1980 Nezu 746 (TNS01082067) (TNS) and 714 (TNS01052068) (TNS)]; and Higashi-Ibaraki-gun [(May/27/1971 Ogura 21552 (INM)]. References Note. We found a total of 33 individuals of Akaike, H. 1974. A new look at the statistical model iden- Cephalanthera falcata f. conformis at four sites tification. IEEE Trans. Automat. Contr. 19: 716–723. within Ibaraki Prefecture, Japan (Fig. 7). Addi- Bateman, R. M. 1985. Peloria and pseudopeloria in Brit- tionally, two ethanol-fixed and three herbarium ish orchids. Watsonia 15: 357–359. specimens of the form from Tsukuba City, Ibara- Bateman, R. M. & P. J. Rudall. 2006. The good, the bad ki Prefecture, Japan, were located in the herbari- and the ugly: using naturally occurring terata to dis- tinguish the possible from the probable in orchid flo- um of the National Museum of Nature and Sci- ral evolution. Aliso 22: 481–496. ence (TNS). Another herbarium specimen of for- Bernordos, S., D. Tyteca, J. L. Revuelta & F. Amich. ma conformis from Higashi-Ibaraki-gun, Ibaraki 2004. A new endemic species of Epipactis (Orchida- Prefecture, Japan, was located in the herbarium ceae) from north-east Portugal. Bot. J. Linn. Soc. 145: of the Ibaraki Nature Museum (INM). Individu- 239–249. Burns-Balogh, P., D. L. Szlachetko & A. Dafni. 1987. als fitting the description of forma conformis Evolution, pollination, and systematics of the tribe have been reported previously for Kasama City, (Orchidaceae). Pl. Syst. Evol. 156: 91–115. Mito City, Ibaraki-cho, and Sakuragawa City, Chen, S. C. 1965. A primitive new orchid genus Tangt- Ibaraki Prefecture, Japan (Suzuki & Noguchi sinia and its meaning in phylogeny. Acta Phytotax. 1970, Suzuki et al. 1981; Fig. 7). Among these lo- Sin. 10: 193–207. (in Chinese with English Summary) Chen, S. C. 1982. The origin and early differentiation of cations, Kasama City and Higashi-Ibaraki-gun the Orchidaceae. Acta Phytotax. Sin. 20: 1–22. are on the border of Tochigi Prefecture. Forma Chen, X. & S. W. Gale. 2010. Tangtsinia. In: Wu, Z. Y., conformis may also occur in additional localities W., P. H. Raven & D. Y. Hong (eds.), Flora of China beyond Ibaraki Prefecture. In 2012, we discov- illustrations, Vol. 25: Orchidaceae p. 177. Science ered four flowering individuals of the forma con- Press, Beijing & Missouri Botanical Garden Press, Missouri. Available at pan. All of these individuals were subsequently Chen, X., S. W. Gale & J. C. Phillip. 2010. Cephalan- dug up by orchid thieves. Due to their mixotro- thera. In: Wu, Z. Y., P. H. Raven & D. Y. Hong (eds.), phic nutrition, cultivating potted plants of Japa- Flora of China illustrations, Vol. 25: Orchidaceae pp. nese species of Cephalanthera for ornamental 174–177. Science Press, Beijing & Missouri Botani- cal Garden Press, Missouri. Available at lephoraceae and Quercus serrata in a tripartite Cribb, F. J. 1999. Morphology. In: Pridgeon A. M., P. J. symbiosis (Yagame & Yamato 2013). Thus, the Cribb, M. W. Chase & F. Rasmussen (eds.), Genera new form must be conserved in its original prov- Orchidacearum: Volume 1: Apostasioideae and Cyp- ripedioideae. pp. 13–23. Oxford University Press, enance. New York. Deguchi, O. 1954. Albino of Cephalanthera falcata. Col- We thank S. Nishida for help with field observations, Y. lect. Breed. 16 (7): 205. (in Japanese) Araki for locating a literature reference, and M. Orikasa Felsenstein, J. 1985. Confidence limits on phylogenies: an for the illustration. We also thank N. Tanaka, K. Fujika- approach using the bootstrap. Evolution 39: 783–791. wa, and N. Shintani, curators of the MBK Herbarium; K. Freudenstein, J. V., C. van den Berg, D. H. Goldman, P. J. Obata, T. Imamura, and M. Uzaki, curators of the INM Kores, M. Molvray & M. W. Chase. 2004. An ex- Herbarium; A. Ebihara and T. Yukawa, curators of the panded plastid DNA phylogeny of Orchidaceae and

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Received July 11, 2013; accepted May 3, 2014

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