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Botanical Journal of the Linnean Society, 2014, 176, 452–468. With 2 figures
Phylogenetic analysis based on structural and
combined analyses of Rhus s.s. (Anacardiaceae)
AGUSTINA ROSA ANDRÉS-HERNÁNDEZ1, TERESA TERRAZAS2*,
GERARDO SALAZAR2 and HELGA OCHOTERENA2
1
Escuela de Biología, Benemérita Universidad Autónoma de Puebla, Puebla, México
Instituto de Biología, Universidad Nacional Autónoma de México, Apartado Postal 70-233, 04510
México, D.F., México
2
Received 15 December 2012; revised 29 December 2013; accepted for publication 21 August 2014
Structural data were combined with trnL-F and internal transcribed spacer sequences from other studies and with
new sequences representing ten additional species to clarify the phylogenetic relationships of Rhus s.s. These data
indicate that Rhus s.s and both subgenera, Rhus and Lobadium, are monophyletic. The genus Rhus is supported
as monophyletic by the presence of red glandular hairs on the berries and inflorescence axis, cilia on the sepals
and glands on the leaf blades. Subgenus Rhus can be identified by the presence of more than seven resin channels
in the petiole, weakly percurrent tertiary veins and a type I vascular system in the mid-vein. Subgenus Lobadium
is characterized by the presence of short bracteoles and pedicels. This subgenus is divided into four sections,
Lobadium, Rhoeidium, Styphonia and Terebinthifolia. Section Lobadium has trifoliate leaves; section Rhoeidium
is monotypic, including only Rhus microphylla; section Styphonia is supported by five synapomorphies, including
an incomplete marginal vein, fibres in the petiole, a thick cuticle, two layers of palisade parenchyma and prismatic
crystals in the mesophyll; and section Terebinthifolia has gelatinous xylary fibres in the petiole. Hypotheses about
the evolutionary changes of these characters are presented based on the cladograms. © 2014 The Linnean Society
of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468.
ADDITIONAL KEYWORDS: leaf anatomy – Lobadium – molecular data – Rhoeidium – Styphonia – wood.
INTRODUCTION
Rhus L. has received widely varying circumscriptions
over time, as outlined by Brizicky (1963) and Young
(1975). Barkley (1937) recircumscribed the group by
segregating many separate genera, and his circumscription of Rhus s.s. is generally followed today.
Barkley (1940) further restricted Rhus by segregating
a genus he called ‘Schmaltzia’ (an invalid name), but
most authors in recent decades have followed Young
(1975, 1978, 1979) in maintaining Barkley’s (1937)
circumscription of the genus. Barkley (1937) and
Young (1975) agreed that Rhus s.s. is morphologically
characterized principally by the presence of red
berries with red trichomes (Table 1). Barkley (1937)
recognized two subgenera, subgenus Sumac (DC.)
A.Gray and subgenus Schmaltzia Desv. ex Steud.
*Corresponding author. E-mail: tterrazas@ib.unam.mx
452
Subgenus Sumac was characterized by, among other
traits, thyrses appearing with or after the leaves, one
bract per flower and short-pedicellate flowers. This
subgenus was not divided into sections. Subgenus
Schmaltzia was characterized by compound spikes
appearing with or before the leaves, one bract and
two bracteoles per flower, and usually sessile flowers,
and was divided into five sections (Table 1).
Brizicky (1963) noted that the correct names for
Barkley’s subgenera are subgenus Rhus (for Barkley’s
subgenus Sumac) and subgenus Lobadium (Raf.)
A.Gray (for Barkley’s subgenus Schmaltzia), and all
subsequent authors have followed Brizicky on this
issue. Young (1975, 1978) added and/or refined data
on secondary chemistry, morphology and wood
anatomy to support Barkley’s two subgenera and
partially amended Barkley’s (1937) sections (Table 1).
Young’s modified classification of the genus has
been the starting point for most subsequent work. In
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
453
Table 1. Infrageneric categories of Rhus s.s. by different authors
Author
Subgenus
Sections
Barkley (1937)
Sumac
Schmaltzia
Young (1975,
1978, 1979)
Rhus (= Sumac)
Lobadium (= Schmaltzia)
None
Lobadium
Rhoeidium (= Rhus microphylla)
Pseudosumac
Styphonia
Pseudoschmaltzia
None
Lobadium (Lobadium + Rhoeidium)
Terebinthifolia (= Pseudosumac)
Styphonia (Styphonia +
Pseudoschmaltzia)
subgenus Lobadium, Young recognized only three sections as opposed to Barkley’s five. In Young’s scheme,
section Lobadium (Raf.) DC. was expanded to include
R. microphylla Engelm. [the sole species of Barkley’s
section Rhoeidium (Green) Barkley] and comprised
deciduous shrubs or subshrubs with flowers opening
before the leaves. The remaining two sections were
characterized as evergreen trees or shrubs that flower
with the leaves. Section Terebinthifolia D.A.Young
shared the circumscription of Barkley’s section ‘Pseudosumac’ (an invalid name) and was defined by its
thinner textured, pinnately compound leaves, looser
inflorescence and glandular pubescence restricted to
the fruits and flowers. Section Styphonia (Nutt.)
Barkley was expanded to include Barkley’s section
‘Pseudoschmaltzia’ (another invalid name) and was
defined by its more coriaceous leaves that range from
simple or unifoliate to pinnately compound, contracted inflorescences and often glandular pubescent
leaflets. Young divided this latter section into three
subsections (Table 1) (Young, 1975, 1979), adding flavonoid and wood-anatomical data to support his infrageneric classification.
The monophyly of Rhus s.s. has been supported
recently by molecular-sequence data (Miller, Young &
Wen, 2001; Pell, 2004; Yi, Miller & Wen, 2004, 2007;
Pell et al., 2008). However, the relationships in the
genus are complicated by inconsistencies between
plastid and nuclear genes. For example, nuclear data
support the monophyly of the two subgenera, but
plastid data do not because R. microphylla (Yi et al.,
2004) and R. rubifolia Turcz. (Yi et al., 2004, 2007)
are nested in subgenus Rhus; these two species were
assigned to subgenus Lobadium by Young (1975).
Notably, Yi et al. (2004, 2007) recognized subgenera
Rhus and Lobadium as monophyletic only if R. microphylla and R. rubifolia were excluded from their com-
Subsections
–
Styphoniae
Compositae (= Pseudoschmaltzia)
Intermediae
bined molecular analyses, and therefore no argument
can be made about the status of these species.
However, Yi et al. (2007: 32) argued that the varying
positions of R. microphylla and R. rubifolia were
‘likely an indication of hybridization between
members of subgenus Rhus and subgenus Lobadium’.
These authors considered that reticulate evolution
played an important role in the phylogeny of Rhus.
However, they did not discuss the possibility that poor
sampling, especially in subgenus Lobadium, might be
a problem.
At the section level and using Young’s (1975) circumscriptions, section Lobadium has been supported
as monophyletic only if R. microphylla is omitted (Yi
et al., 2004). Section Styphonia was not recovered as
monophyletic when using plastid DNA; however, combined nuclear and plastid DNA data supported this
group as monophyletic, except that R. kearneyi
F.A.Barkley appeared to belong in subsection Compositae rather than in subsection Styphoniae (Yi
et al., 2007). Subsection Intermediae was not included
by these authors (Yi et al., 2004, 2007).
Concerning the wood anatomy of Rhus, Heimsch
(1940) noted resin canals in R. aromatica Ait. and
R. trilobata Nutt., two species in section Lobadium,
which have biseriate rays. Young (1974) found resin
canals in the rays of R. microphylla and small vessels
in a flame-like cluster in the latewood, similar to
R. aromatica and R. trilobata, and no resin canals in
five species of section Styphonia. Most genera of Anacardiaceae have wood with diffuse porosity. Although
Rhus s.s. has ring-porous wood with libriform fibres,
vessel elements with alternate pitting and helical
thickenings, simple perforation plates, scanty paratracheal parenchyma (except for R. chinensis Mill.
with diffuse apotracheal parenchyma and R. standleyi
F.A.Barkley with diffuse-in-aggregates) and heteroge-
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
454
A. R. ANDRÉS-HERNÁNDEZ ET AL.
neous rays (Young, 1978; Terrazas, 1994; AndrésHernández, 2006), the quantitative characters do not
appear to be statistically significant (Terrazas, 1994;
Andrés-Hernández, 2006), showing a continuous variation among species of Rhus s.s. Leaf architecture,
including venation patterns and foliar and petiolar
anatomy, suggests that some traits may be phylogenetically informative (Andrés-Hernández, 2006;
Andrés-Hernández & Terrazas, 2006, 2009), but these
characters have not been incorporated in recent phylogenetic analyses.
Despite the advances in the taxonomy of Rhus s.s.,
no study has tested the morphological characters traditionally used for the infrageneric classification in
this group, and no study has sampled most of the
species of this genus. Therefore, the present study
includes 31 species, ten more than previous studies
have sampled (Miller et al., 2001; Yi et al., 2007), and
analysed such important taxonomic characters as the
leaves, inflorescences, flowers and fruits. We also
include new morpho-anatomical characters for species
of Rhus s.s. and test the congruence of the structural
characters with molecular phylogenetic trees generated by us and other authors.
MATERIAL AND METHODS
TAXON SAMPLING
Thirty-one species of Rhus s.s. were included in this
study (Appendix 1). Seven species representing other
genera of Anacardiaceae that have previously been
included in Rhus s.l. [Actinocheita filicina (D.C.)
Barkley, Malosma laurina (Nutt) Abrams, Searsia
ciliata (Licht. ex Schult.) A.J.Mill., S. quartiniana
(A.Rich.) A.J.Mill., Toxicodendron diversilobum (Torr.
& A.Gray) Greene, T. radicans Kuntze, T. vernix
Kuntze] were included to test the monophyly of Rhus
s.s., and Schinus molle L. was used as the functional
outgroup to root the tree because this genus has never
been included in Rhus s.l. Sequences of trnL-F, ndhF,
Nia-i3, trnC-D and internal transcribed spacer (ITS)
were obtained from GenBank (Appendix 1) and trnL-F
and ITS sequences were generated for R. allophylloides Standl., R. andrieuxii Engl., R. barclayi Standl.,
R. chondroloma Standl., R. hartmanii F.A.Barkley,
R. muelleri F.A.Barkley, R. oaxacana Loes., R.
schmidelioides Schtdl. (only trnL-F), R. standleyi and
R. terebinthifolia Schltdl. & Cham. (Appendix 1).
STRUCTURAL
CHARACTERS
We examined the collections of Rhus s.s. and related
taxa in the following herbaria: ANSM, ARIZ, DUKE,
GH, IBUG, IEB, MEXU, NCU, NY, TEX and US.
Leaves (blade and petiole) were removed for leaf
architectural and anatomical studies. The methods
used for these studies are described in detail elsewhere (Andrés-Hernández & Terrazas, 2006, 2009).
Wood samples (one to four mature-stem samples per
species) were provided by CAFw, FHOw, MADw, RSA,
SJRw, TWTw and USw or were personally collected in
Mexico and deposited at MEXUw (Andrés-Hernández,
2006). Wood characters are commonly diagnostic at
the generic level (Carlquist, 2001); therefore, few
characters provided information at the hierarchical
level of interest (in subgenera). Forty structural characters (25 morphological and 15 anatomical) were
coded as primary homology hypotheses (De Pinna,
1991). Sixteen characters had multiple states, and all
characters were treated as unordered and equally
weighted (Fitch parsimony; Fitch, 1971). The coded
structural-data matrix of Rhus s.s. and related taxa is
given in Appendix 2 and Table 2. This partition was
analysed independently and in combination with
molecular data to allow any secondary signal to
emerge (Nixon & Carpenter, 1996).
DNA
EXTRACTION, AMPLIFICATION AND SEQUENCING
Total DNA was extracted from silica gel-dried or
herbarium leaves with a modification of the 2× CTAB
procedure of Doyle & Doyle (1987). DNA was cleaned
directly with QIAquick silica columns (Qiagen) or
precipitated with 100% ethanol at −20 °C and purified
on a caesium chloride/ethidium bromide density gradient (1.55 g mL−1) with subsequent dialysis and
removal of ethidium bromide with butanol.
All DNA regions were amplified in 100 μL PCR
reactions including 0.5 μL 5 u μL–1 Taq DNApolymerase (Promega), 10 μL 10× Mg-free DNA polymerase buffer (Promega), 12 μL 25 mmol L−1 MgCl2,
2 μL 10 mmol L−1 each dNTP, 1 μL 0.4% bovine serum
albumin (BSA), 1 μL each primer (100 ng μL–1),
72.5 μL double-distilled H2O (ddH2O) and template
DNA. Alternatively, 50-μL reactions were prepared
using 45 μL 1.1× PCR Master Mix (Advanced Biotechnologies), including 1.25 μL Taq DNA polymerase,
75 mmol Tris-HCl (pH 8.8 at 25 °C), 20 mmol
[NH4]2SO4, 1.5 (for ITS) or 2.5 mmol (for plastid DNA)
MgCl2, 0.01% Tween 20 and 0.2 mmol each dNTP, to
which were added 0.5 μL each primer (100 ng μL–1),
0.5 μL 0.4% BSA, 2 μL ddH2O and template DNA. The
PCR mix used to amplify the ITS region included 2%
dimethyl sulphoxide to reduce problems related to
secondary structure and efficiency of PCR primer
binding.
The trnL-F region, including the trnL intron and
the intergenic spacer, was amplified either as a single
piece with primers c and f or as two non-overlapping
fragments using primers c-d and e-f (all from Taberlet
et al., 1991). The PCR profile consisted of an initial
2-min premelt at 94 °C; 28–30 cycles of 1 min
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
455
Table 2. Matrix of morphological characters
Characters
Taxon
1. . . .5
6. . . .10
Actinocheita filicina
00100
11010
Malosma laurina
2–201
03020
Searsia ciliata
1-210
0T0??
Searsia quartiniana
1-012
02000
Schinus molle
01020
02002
Toxicodendron diversilobum 10002
10000
Toxicodendron radicans
1–002
10000
Toxicodendron vernix
00012
02000
Rhus subgenus Rhus
Rhus chinensis
0??00
11001
Rhus copallina
01100
02101
Rhus coriaria
0?000
11001
Rhus glabra
00100
11011
Rhus lanceolata
01120
12001
Rhus michauxii
01101
11011
Rhus sandwicens
01100
11001
Rhus typhina
01100
11001
Rhus subgenus Lobadium (Section Lobadium)
Rhus allophylloides
1-110
11010
Rhus aromatica
1-000
11000
Rhus schmidelioides
1-110
11000
Rhus trilobata
1-100
11000
Rhus microphylla
01110
0?110
(Section Terebinthifolia)
Rhus barclayi
00002
02000
Rhus hartmanii
00110
02000
Rhus jaliscana
00111
02000
Rhus palmeri
00112
02010
Rhus rubifolia
00111
02000
Rhus terebinthifolia
00110
02100
(Section Styphonia)
Rhus andrieuxii
00210
03002
Rhus chondroloma
00200
03022
Rhus choriophylla
00210
03022
Rhus integrifolia
2-201
03022
Rhus kearneyi
2-201
03022
Rhus muelleri
2-211
03012
Rhus oaxacana
00201
03022
Rhus ovata
2-211
03022
Rhus pachyrrhachis
00200
03122
Rhus schiedeana
00201
03122
Rhus standleyi
2-211
0T012
Rhus virens
00200
03102
11. . . .15
16. . . .20
21. . . .25
26. . . .30
31. . . .35
36. . . .40
00101
00001
???0?
00000
01001
0010?
00101
00100
01101
02?10
?1?01
01?01
00001
????1
01001
0???1
00000
-0000
?0000
?0000
00000
?0000
00000
?0000
101??
100??
?????
?????
0000?
200??
2100?
200??
?0000
?0011
?????
?????
00000
??0?0
?0000
??0?0
1000?
10113
?????
?????
0000?
??0??
0000?
??0??
?0110
00110
00111
00010
00110
01110
00110
01110
01001
01001
0???1
01001
01001
01001
01001
01001
?1101
01101
??101
01101
01101
01101
01101
01101
201??
20110
20110
20110
2?110
2?110
2?110
20110
?????
00100
00100
00100
00100
00100
00100
00100
?????
10000
10000
10000
10000
10000
10000
10000
00110
00111
00110
01111
00111
02211
02211
02211
02211
02211
11111
11111
11111
11111
11111
20100
20100
2?100
20100
20100
00100
00100
00100
00100
00100
10002
10002
10002
10002
10002
00111
00111
00111
00111
00111
00111
01100
01100
01100
01100
01100
01100
-1111
-1111
-1111
-1111
-1111
-1111
20100
20100
20100
2?100
2?100
20100
10010
10010
10010
10010
10010
10010
10002
10002
10002
10002
10002
10002
11112
10112
11112
11112
11112
10112
21112
10112
10112
11112
10112
11112
11000
12110
11000
02110
02110
02110
01000
02110
11000
11000
02110
11000
-1111
-1111
-1111
-1111
-1111
-1111
-1111
-1111
-1111
-1111
-1111
-1111
20101
20101
2?101
21101
20101
20101
20101
20101
2?101
20101
20101
20101
01011
01011
01?11
01012
01012
01012
01011
01013
01011
01011
?1012
01011
01111
01111
01111
11113
11113
11113
01111
11113
01111
01111
11113
01111
denaturation at 94 °C, 30 s annealing at 48 °C and
1 min extension at 72 °C, and a final extension of
7 min at 72 °C.
The entire ITS region was amplified using primers
ITS4 and ITS5 (White et al., 1990) and in some cases
using primers 17SE and 26SE (Sun et al., 1994). The
PCR profile for ITS5–ITS4 included an initial 2-min
premelt at 94 °C; 28–30 cycles of 1 min denaturation
at 94 °C, 1 min annealing at 52 °C and 2 min extension at 72 °C; and a final extension of 7 min at 72 °C.
The PCR profile for 17SE–26SE differed only in using
a lower annealing temperature of 50 °C.
The PCR products were cleaned with QIAquick or
CONCERT (Life Technologies) silica columns accord-
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
456
A. R. ANDRÉS-HERNÁNDEZ ET AL.
ing to the manufacturers’ protocols and used in cycle
sequencing reactions with the ABI Prism Big Dye
Terminator Cycle Sequencing Ready Reaction kit
with AmpliTaq DNA polymerase (Applied Biosystems). The 10-μL cycle-sequencing reactions included
1 μL terminator mix, 3 μL 2.5× cycle-sequencing
buffer (200 mmol L−1 trizma base, 5 mmol L−1 MgCl2,
pH 9.0), 1 μL primer (5 ng μL–1) and 3–5 μL PCR
product plus ddH2O as required.
The cycle-sequencing products were cleaned by precipitation in 25 μL 100% ethanol with 1 μL 3 mol L−1
NaOAc (pH 4.6) on ice for 30 min, after which they
were centrifuged at 12289 g for 25 min. The alcohol/
salt mix was discarded, and the pellet was subjected to
two washes with 300 μL 70% ethanol, each followed by
centrifugation at 13 000 r.p.m. for 15 min. The cleaned
cycle-sequencing products were allowed to dry overnight at room temperature or oven-dried at 65–70 °C
for 15 min and were then protected from light until
they were analysed. The forward and reverse
sequences were analysed on a PE 377 automated
sequencer (Applied Biosystems), and the resulting
electropherograms were edited and assembled with
Sequencher versions 3.1 or 4.1 (Gene Codes).
SEQUENCE
ALIGNMENT AND INDEL CODING
The 3′ portion of the trnL-F and ITS regions were
aligned with Clustal W (Thompson, Higgins &
Gibson, 1994) and visually adjusted as necessary,
following the guidelines of Kelchner (2000). All nonautapomorphic indels were coded as binary (presence/
absence) characters using the simple indel-coding
method used by Simmons & Ochoterena (2000) and
appended to the sequence matrices.
PHYLOGENETIC
ANALYSES
Parsimony analyses of three datasets (molecular data,
including trnL-F, ndhF, Nia-i3, trnC-D and ITS; structural data; and combined data) were conducted separately with PAUP* version 4.0b10 (Swofford, 2002). All
analyses consisted of 1000 replicates of random sequence
addition with tree bisection-reconnection (TBR) branch
swapping and the MULTREES option, saving all most-
parsimonious trees. Individual gap positions were
treated as missing data because the indel characters
were appended to the molecular matrices. Internal clade
support was evaluated using bootstrap resampling
(Felsenstein, 1985), with 300 replicates using TBR
branch swapping and saving up to 20 trees per replicate
to reduce time spent swapping on large islands. Clade
support in the combined analyses was evaluated by
bootstrap and jackknife resampling (Farris et al., 1996),
with 300 bootstrap and jackknife replicates using the
searching strategy described above.
To assess the level of congruence between the
data sets, we employed the incongruence length difference (ILD) test or the partition-homogeneity test
(Farris et al., 1995), implemented in PAUP*. One
hundred heuristic-search replicates were performed,
with all characters equally weighted and TBR branch
swapping.
RESULTS
MOLECULAR
ANALYSES
The maximum-parsimony analysis of the sequence
data yielded 4113 most-parsimonious trees with a
length of 1328 steps [consistency index (CI) 0.79;
retention index (RI) 0.80; homoplasy index (HI) 0.34,
excluding uninformative characters]. The percentage
of potentially informative characters was 6.8%
(Table 3). Although 30% of the data were missing for
three markers (ndhF, Nia i3 and trnC-D), the topology was well supported. The bootstrap analysis recovered Rhus s.s. as monophyletic with maximum (100%)
bootstrap support (BP). Both subgenera were monophyletic with high support: 96% BP for subgenus
Lobadium and 98% BP for subgenus Rhus. In subgenus Lobadium, two clades were also recovered, here
named A and B. Moreover, in clade B, three lineages
were recovered: R. microphylla was sister to subclade
B1, and these lineages together were sister to subclade B2 (Fig. 1A). Clade A received moderate
support, but the relationships in this clade were
poorly resolved (Fig. 1A), except for the sister-taxa
relationships of R. integrifolia Engl.–R. ovata
S.Watson and R. muelleri–R. standleyi.
Table 3. Character diagnostics and trees resulting from the analysis of the molecular, morphological and global datasets
Data set
No. of
characters
Potentially
parsimonyinformative
characters
No. of
optimal
trees
No. of
steps
CI
RI
HI
Molecular (trnL-F, ndhF, Nia-i3, trnC-D, ITS)
Structural
Combined
6973
40
7013
448
40
488
4113
5380
56
1328
125
1476
0.79
0.45
0.75
0.80
0.84
0.80
0.34
0.54
0.25
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
457
Figure 1. Strict consensus of trees resulting from the phylogenetic analyses. A, cladogram derived from the combined
molecular markers, trnL-F, ndhF, Nia-i3, trnC-D and ITS (4113 trees, 1328 steps; CI = 0.79, RI = 0.80; HI = 0.34). B,
cladogram derived from the structural characters (5380 trees, 125 steps, CI = 0.45, RI = 0.84, HI = 0.54). Bootstrap
support values (≥ 50%) are indicated above branches. Colours correspond to subgenera or sections in Figure 2.
STRUCTURAL
ANALYSIS
A parsimony analysis based on 40 informative structural characters (Table 3) yielded 5380 trees of 125
steps. The bootstrap analysis (Fig. 1B) retrieved Rhus
s.s. as monophyletic with strong support (99% BP),
only if Malosma laurina is part of it. The characters
supporting the monophyly of Rhus were red glandular
hairs on the berries and inflorescence axis, cilia on
the sepals, glands on the leaf blades and a striate
cuticle on the lamina. These characters were absent
in M. laurina. Both subgenera were recovered as
monophyletic, with moderate support, 75% BP for
subgenus Rhus and 72% BP for subgenus Lobadium.
In subgenus Lobadium, clade A had the strongest
support values, with M. laurina as its sister taxon
and R. microphylla as sister to both plus subclade B1.
However, clade B2 was not recovered; only R. allophylloides and R. schmidelioides were resolved as
sister taxa. Several leaf character states are similar
between M. laurina and members of clade A.
COMBINED
ANALYSIS
The 40 morphological characters plus the combined
molecular data contained a total of 488 potentially
informative characters. The total-evidence approach
yielded 56 minimum-length trees of 1476 steps (CI
0.75; RI = 0.80; HI = 0.25; 6.9% informative characters, Table 3) with a topology similar to that recovered
in the analysis of the molecular data alone. In the
strict-consensus tree, Rhus s.s. was recovered with
maximum support (100% BP), including 31 species
(Fig. 2), and its structural synapomorphies were
the same as those found in the structural analysis,
except for the striate cuticle on the leaf blade. Both
subgenera were also recovered with high support. The
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
458
A. R. ANDRÉS-HERNÁNDEZ ET AL.
Figure 2. Strict consensus of the simultaneous analysis of structural and molecular characters (56 trees, 1476 steps,
CI = 0.75, RI = 0.8, HI = 0.25). Bootstrap/jackknife support values (≥ 50%) are indicated above branches.
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
459
relationships in subgenus Lobadium were similar to
those found in the analysis of the sequence data alone
but with stronger support (Fig. 2).
indumenta on the fruit surface, but these hairs differ
from the glandular hairs of Rhus s.s.
DISCUSSION
Subgenus Rhus is monophyletic and is supported by
several molecular and three structural synapomorphies: the occurrence of weakly percurrent tertiary
veins (10), more than seven resin canals in the petiole
(29) and type I vascular bundles in the midvein (40)
(Fig. 2). These synapomorphies are conserved in the
subgenus, which has a wider geographical distribution than subgenus Lobadium. Barkley (1937) proposed imparipinnate leaves and thyrses with
pedicellate flowers as the diagnostic features for this
subgenus, but these characters were not revealed as
evolutionary novelties in our analyses. The sistertaxa relationship of R. copallinum L. and R. lanceolata A.Gray ex Engl. is supported by their
eucamptodromous venation; other members of this
clade have craspedodromous venation (7). Moreover,
the R. michauxii Sarg.–R. typhina L.–R. glabra L.
clade is supported by the presence of incomplete
areoles (12), with a transformation to imperfect
areoles in R. glabra. We found other informative
structural characters to support the subgroups in
subgenus Rhus. The sister-group relationship of
R. chinensis Mill. and R. sandwicensis A.Gray was
supported exclusively by molecular characters. Some
authors have suggested that these species are distinguished by seed size; however, we did not include this
character due to the lack of seed-size information for
most Rhus species. These species are geographically
isolated, one in Eurasia and the other in Hawaii (Yi
et al., 2004).
RHUS
Our supermatrix analysis not only supports previous
findings about the circumscription of Rhus but also
provides strong support for the subgenera and sections, delimitation of which has previously been
uncertain. Both partitions (molecular and structural)
supported the major lineages in Rhus. Therefore,
combining the data did not introduce conflict but
provided higher support and more resolution.
Although the precise species relationships differed
among analyses, the backbone relationships were
supported by all partitions. Our analyses suggest that
the five-sectional classification proposed by Barkley
(1937) for subgenus Lobadium (as the incorrectly
named Schmaltzia) is partly correct. Based on our
results, we recognize Barkley’s sections Lobadium,
Rhoeidium and Terebinthifolia (incorrectly named
Pseudosumac by Barkley) and Young’s section Styphonia (Barkley’s Styphonia + Pseudoschmaltzia).
Although our supermatrix had missing data for
three genes (30%), the simultaneous inclusion of all
information (additional taxa, previously available
DNA sequences and structural characters) was critical in resolving the conflicting topologies generated in
previous studies (Yi et al., 2004, 2007) especially
within the genus, and revealed the phylogenetic
signal of the microstructural characters. The simultaneous analysis presented here reinforces the utility
of supermatrices with missing data (Pirie et al., 2008;
Chatrou et al., 2012) and the value of morphological
characters (Donoghue & Sanderson, 1992; Wiens,
2004).
RHUS S.S.
Total-evidence analysis yielded the strongest support
to the monophyly of Rhus s.s. Our results confirm
that the presence of red glandular hairs on the fruit
surface (25) is a synapomorphy for this genus, as
suggested by Barkley (1937). The occurrence of glands
on the foliar blade (14), ciliate sepals (22) and red
glandular hairs on the inflorescence axis and
branches (23) are also synapomorphies of Rhus s.s.
Gillis (1971) and Moffett (1993) considered Toxicodendron Mill. to be part of Rhus; however, our combined
analysis does not support this circumscription.
Moreover, Toxicodendron is recognized by its glabrous
fruits and the occurrence of toxic resins
(Aguilar-Ortigoza, Sosa & Aguilar-Ortigoza, 2003).
Other members of Rhus s.l. such as Actinocheita
F.A.Barkley and Malosma (Nutt.) Abrams show pilose
RHUS
SUBGENUS
SUBGENUS
RHUS
LOBADIUM
Subgenus Lobadium was recovered as monophyletic
and supported by two structural synapomorphies:
short (< 1 mm) pedicels (21) and the presence of bracteoles (24) (Fig. 2). Barkley (1937) suggested the presence of bracteoles as diagnostic features for this
subgenus, and our results support this hypothesis.
However, the remaining diagnostic features suggested
by Barkley (1937) (inflorescence in spikes and simple,
trifoliolate or imparipinnate leaves) were not found to
be synapomorphies. Subgenus Lobadium encompasses the largest number of species, most of which
are distributed in the Mexican Transition Zone
(Andrés-Hernández et al., 2006). Our results suggest
that speciation associated with several anatomical
and morphological features has occurred in different
eco-regions: sections Lobadium, Rhoeidium and Terebinthifolia in temperate warm environments and
section Styphonia in dry environments.
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
460
A. R. ANDRÉS-HERNÁNDEZ ET AL.
The combined analysis supports the recognition of
four previously proposed sections (Barkley, 1937;
Young, 1975, 1978), as discussed below.
CLADE B
The clade here named Clade B encompasses all recognized species of the previous sections Lobadium
(B2), Rhoeidium and Terebinthifolia (B1) and shares
type III vascular bundles (40) in the midrib (Fig. 2).
Subclade B2 is monophyletic and corresponds to Barkley’s section Lobadium, with the combination of trifoliolate leaves (1) with serrate margins (6) being
unique in the genus Rhus. This subclade does not
correspond to Young’s (1975) Lobadium, which also
included R. microphylla (see below). The trifoliolate
leaf character is acquired independently in Searsia
F.A.Barkley and Toxicodendron, whereas the serrate
margin represents a reversal. Moreover, serrate
margins are common in species inhabiting temperate
forests (Baker-Brosh & Peet, 1997), like most species
of subgenus Rhus with imparipinnate leaves.
The species of subclade B1, section Terebinthifolia,
share the unique combination of the following characters: three-branch inflorescences (17); a distance of
3–5 mm from the base of the second branch to the
flower (18); a distance of 3–5 mm between flowers
(19); the absence of a pedicel (20); a smooth cuticle on
the leaf lamina (33); a papillose foliar epidermis (34);
and the presence of gelatinous xylary fibres in the
petiole (31) (Fig. 2). These characters were acquired
independently in this clade and are not combined in
other clades in Rhus. Barkley (1937) characterized
this section as containing evergreen trees or shrubs
with three to 15 leaflets and inflorescences in lax
spikes. None of these characters was recovered in our
analysis, although the inflorescences were represented by four informative characters rather than
simple, lax spikes (see below).
STATUS
OF
R. MICROPHYLLA
Our results support Barkley’s (1937) recognition of
the monotypic Rhoeidium (R. microphylla) as separate from section Lobadium. Young (1975, 1978)
placed R. microphylla in section Lobadium based on
its chemical characters and the occurrence of radial
canals in its wood. However, similar resin canals are
present in the wood of R. integrifolia of clade A,
section Styphonia and R. aromatica and R. trilobata
of clade B2, section Lobadium. Our molecular, morphological and combined analyses all place R. microphylla as sister to section Terebinthifolia. These
lineages share eucamptodromous venation. Yi et al.
(2004, 2007) suggested that R. microphylla is a hybrid
between R. copallinum or R. lanceolata (subgenus
Rhus) and R. rubifolia (subgenus Lobadium, section
Terebinthifolia), but our results do not support this
hypothesis. Conflicting sister-taxa relationships are
common in phylogenetic analyses of genes such as
ITS, trnL-F and rbcL (Bradford & Barnes, 2001;
Arias, Terrazas & Cameron, 2003; Muellner et al.,
2003). We suggest that poor sampling in sections
Lobadium and Terebinthifolia resulted in misleading
signals for R. microphylla and R. rubifolia in the
analyses of Yi et al. (2004, 2007).
CLADE A
As traditionally defined by Young (1978), members of
section Styphonia have evergreen, coriaceous and
simple or compound leaves. Our results provide
strong support for this clade, which exhibits several
evolutionary novelties, including incomplete marginal
vein (11), xylary fibres in the petiole (30), a thick
foliar cuticle (> 6 μm) (32), two equal rows of palisadeparenchyma cells (35) and prismatic crystals in the
mesophyll (37). In addition to these synapomorphies,
the coriaceous leaves noted by Barkley (1937) and
Young (1978) constitute a unique character combination for Styphonia. Other characters such as cladodromous venation (7), transversely ramified tertiary
veins (10), type II veinlets (15), a papillose epidermis
on the midvein (38) and xylary fibres in the midvein
(39) are homoplasious; these traits were acquired
independently in other genera, such as Malosma,
Searsia and Toxicodendron, and in members of other
tribes of Anacardiaceae (Smith & Stern, 1962;
Wilkinson, 1983; Dickison, 1989; Buijsen, 1995;
Fariña et al., 2003; Martínez-Millán & CevallosFerriz, 2005). Styphonia is well supported by anatomical characters that represent adaptations to xeric
environments.
Young’s (1975, 1978) subsections Compositae, Intermediae and Styphoniae were not recovered in molecular studies (Yi et al., 2004, 2007) and are not
supported by our combined analysis, even though all
recognized species have been included here. However,
R. ovata and R. integrifolia (Nutt.) Engl. are sister
taxa (100% BP), sharing wood with septate fibres, and
R. muelleri and R. standleyi (97% BP) are sister taxa,
sharing sinuous secondary veins. Moreover, the five
species previously classified in Styphoniae are the
earliest-diverging species in clade A and have a disjunct distribution pattern. Rhus kearneyi F.A.Barkley
occurs with R. ovata and R. integrifolia in xerophytic
scrublands in California and Baja California provinces, whereas R. standleyi occurs in the eastern
Trans-Mexican Volcanic Belt and the Sierra Madre
del Sur; R. muelleri occurs in the Sierra Madre Oriental and on the Mexican Plateau in xerophytic scrub
or xerophytic scrub/temperate forest ecotones
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
(Andrés-Hernández et al., 2006). Based on this distribution pattern, we hypothesize that the foliar features shared by these five species and the other
members of section Styphonia were acquired after
subgenus Lobadium diverged from subgenus
Rhus > 30 million years ago, as suggested by Yi et al.
(2004).
PLANT-ORGAN
EVOLUTION
Leaves
Eucamptodromous venation is common in Anacardiaceae (Hickey & Wolfe, 1975; Martínez-Millán &
Cevallos-Ferriz,
2005).
Craspedodromous
and
eucamptodromous venation occur in both subgenera,
while cladodromous venation is unique to section
Styphonia. The tertiary veins show a randomly
reticulate condition in Rhus, changing to weakly percurrent in subgenus Rhus and transversely ramified
in section Styphonia. Both transitions represent evolutionary novelties. Type I idioblast veinlets appear
several times in Rhus s.s. However, type III idioblast
veinlets occur only in species of Styphonia.
One layer of palisade-parenchyma cells is the plesiomorphic condition in Rhus, and two or three layers
is the derived condition. The larger number of
palisade-parenchyma cells is a unique feature of Styphonia, although two layers appear independently in
Malosma laurina. The changes associated with the
number of palisade-parenchyma layers, such as the
cuticle thickness and the lignification of the midvein
and petiole (Andrés-Hernández & Terrazas, 2006),
may explain the maintenance of a unique type of
wood porosity.
Stem
Semi-ring wood porosity is the plesiomorphic condition present in Schinus L.; ring porosity and diffuse
porosity are derived conditions. Ring porosity occurs
in all species of Rhus s.s. and Toxicodendron, whereas
diffuse porosity appears in Malosma laurina and Actinocheita filicina. Ring porosity is present in all
species of Rhus s.s. independent of their evergreen or
deciduous character, even though these species are
widely distributed in northern Eurasia, the United
States and southward into the drier and warmer
regions of southern Mexico. In the eudicotyledons
with wide latitudinal distributions, wood porosity
typically varies from ring to diffuse-porous as latitude
decreases (Noshiro & Baas, 1998; Aguilar-Rodríguez,
Terrazas & López-Mata, 2006). Contrary to expectation, the retention of ring porosity across the latitudinal range of Rhus does not affect conductivity due to
the acquisition of several leaf-structural evolutionary
novelties that favour evergreen leaves in the warmer
461
and more xeric environments of the Mexican Sierras
(Andrés-Hernández et al., 2006).
Inflorescences
The inflorescences of Anacardiaceae are described as
thyrses and panicles. Thyrses are a distinctive trait of
tribe Rhoeae, except for Toxicodendron species, which
have panicles (Barfod, 1988). In Rhus s.s., Barkley
(1937) recognized thyrses in Rhus subgenus Rhus and
compound spikes in Rhus subgenus Lobadium.
However, the diversity of the spikes in subgenus
Lobadium is not adequately represented by these
typological terms. Therefore, we coded the inflorescences using five characters (17–21). Rhus s.s. shows
a reduction in the number of inflorescence branches.
Subgenus Lobadium shows a reduction in the flower
position along the second branch (18) and in the
distance between flowers (19), whereas sections Terebinthifolia and Styphonia independently acquired
the absence of pedicels.
CONCLUSIONS
This study demonstrates that more complete taxon
sampling can resolve the conflicting phylogenetic
relationships of certain taxa. In addition, wellunderstood morphological characters can be consistent with molecular phylogenetic analyses and can add
support and resolution when combined with molecular data. The potential ‘noise’ of morphological characters due to their supposed high levels of homoplasy
is not a problem when the appropriate phylogenetic
levels are addressed.
Rhus s.s. contains two well-supported subgenera:
Lobadium and Rhus. In subgenus Lobadium, four
sections are recognized: Lobadium, Styphonia, Terebinthifolia and the resurrected Rhoeidium. A key to
these subgeneric categories is given below. Adaptive
leaf features have buffered wood evolution in Rhus
s.s., all species of which have ring-porous wood. Thus,
xerophytic leaf characters evolved once in the Styphonia lineage, originating in the drier environments of
the Mexican provinces of California and Baja California and the scrubs of the Trans-Mexican Volcanic
Belt, Sierra Madre del Sur, Sierra Madre Occidental
and the Mexican Plateau.
ACKNOWLEDGEMENTS
We are grateful to the curators of ANSM, ARIZ,
DUKE, GH, IBUG, IEB, MEXU, NCU, NY, TEX and
US for allowing us to remove material for this study.
The first author thanks the Consejo Nacional de
Ciencia y Tecnología (National Council for Science
and Technology) for providing a scholarship (169599)
to support her doctoral studies at the Colegio de
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
462
A. R. ANDRÉS-HERNÁNDEZ ET AL.
KEY
FOR
RHUS S.S.
AND INFRAGENERIC CATEGORIES
A.
Species lacking glandular hairs on inflorescences axes and fruits; sepals with entire margin ........................
.......................................................................................................... Toxicodendron, Actinocheita
AA. Species with glandular hairs on inflorescences axes and fruits; sepals with ciliate margin ................... Rhus
B. More than seven resin canals in the petiole, weakly percurrent tertiary veins, pedicel 1.5–2.5 mm, lacking
bracteoles ........................................................................................................ Subgenus Rhus
BB. Less than seven resin canals in the petiole, reticulate or transversely ramified tertiary veins, pedicel < 1 mm,
bracteolate ............................................................................................... Subgenus Lobadium
C. Leaflets chartaceous with serrate margins; type III vascular bundles in the midrib; cuticle < 6 μm;
prismatic crystals lacking in mesophyll ...................................................... Section Lobadium
D. Rachis winged; fibres lacking in the petiole ......................................... Section Rhoeidium
DD. Rachis non-winged; gelatinous fibres in the petiole ......................... Section Terebinthifolia
CC. Leaflets coriaceous with entire margin; type IV vascular bundles in the midrib; cuticle > 6 μm; prismatic
crystals present in the mesophyll .............................................................. Section Styphonia
Postgraduados. We thank Tom Wendt for his assistance during herbarium work at TEX; the Molecular
Systematic Laboratory of the Instituto de Biología
(Institute of Biology), UNAM, for use of the sequencing facilities; Julio César Montero-Rojas for helping to
prepare the figures; and two anonymous reviewers
and the associate editor for their valuable comments
on earlier versions of the manuscript.
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APPENDIX 1
Information for the samples of species of Rhus s.s.
Voucher information is listed as follows: taxon, name,
country, locality, collector name and number, (herbarium). For GenBank vouchers the accession
numbers are given in parentheses for (ITS, trnL-F,
ndh-F, Nia-i3, trnC-D). Abbreviations of herbaria
according to Holmgren et al. (1981). *Blades that
were cleared, **blades and petiole for anatomical
study.
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Rhus subgenus Rhus: R. copallina L. USA Southeast of Bamberg Dorchester, C. Ahles 31816*; Jackson
Co. Illinois, L. Bastian s.n.*; Warren Co., W. Seaman
2944* (NCU); Sondy Bottom, Texas, F. Barkley 13597;
Freestone, Texas, L. Do 226; Gregg Co., W. Holmes
5454; Henderson Co., A. Lundell 9565; Hardin Co., A.
Lundell 11542; South of Jasper, C. Lundell 11818;
Anderson Co., E. Morsh Jr. 242; Todville Road, F.
Waller et al. 2806** (TEX); Winter State Park, R.
Bochinski s.n**(US); Wake Co. N. Carolina, R. Currie
884; Hopkins Co. Texas, B. Jenning 31 (IBUG). Wen
7134, 7165, (AY641483, AY640437, AY643098,
DQ382288, DQ400539).
R. chinensis Mill. Wen 6389, 7086, 7310
(AY641480, AY640435, AY643095, DQ382286, DQ
400536).
R. coriaria L. AFGHANISTAN Kabul, K. Rechinger 31176 (US). ESPAÑA Toledo, F. Meyer s.n.
ISRAEL Jerusalem, D. Goldman 1080**, Amdursky
550* (NY). Wen 7150 (AY641485, AY640439,
AY643099, DQ382291, DQ400540).
R. glabra L. MEXICO. Chihuahua: Mpio. Madera,
A. Benítez 1417* (ANSM); Mpio. Madera, S.
Rodríguez 1511* (IEB).
USA. Maple Creek Cleveland Co., H. Ahles 15244*;
Stanly Co., J. Morgan 1551* (NCU); Texas: Hemphill
Co., Chester & M. Rowell 4175**, 10255b; D. Correll
& H. Correll 30047; Texas Co., H. Gentry 306; Palo
Pinto Co., R. McVaugh 8347 (TEX). Wen 7171
(AY641486,
AY640440,
AY643100,
DQ382293,
DQ400541).
R. lanceolata A.Gray ex Engl. MEXICO. Coahuila: Múzquiz-Boquillas, J. Villareal 6944* (IEB);
Sierra la Babia, M. Carranza C-3061; Rancho los
potros, D. Castillo 512; Rancho las pilas Múzquiz,
Vázquez-Aldape s.n.*; La Babia, J. Villareal et al.
8876*(ANSM); Nuevo León: Mpio. Iturbide, Hinton
et al. 21234; San Luís Potosí: Ciudad del maíz,
F. Barkley 3470; Tamaulipas: La Purificación, F.
González 17227 (ANSM); Puebla: Pahuatlán, F.
Salazar s.n.* (US).
U.S.A Texas: Guadalupe Mountains, A. Chose 5961;
Real Co., D. Correll 38069**; Corner Co., L. Hinckley
s.n.; Davis Mountains, B. Wornock 9303, 10967
(TEX). Wen 7277 (AY641487, AY640441, AY643101,
DQ382299, DQ400544).
R. michauxii Sarg. USA north of Efland Orange
Co., H. Ahles 58816**(NCU); Florence Co., S. Carolina, H. Bartlett 2881; Hoke Co. N. Carolina, W. Fox
& R. Godfrey 4230 (TEX). Hardin 13984 (AY641488,
AY640442, AY643102, DQ382307, DQ400545).
R. sandwincensis A.Gray. USA Hawaii: Maunakia, A. Hitchcook 14300* (NCU); Volcanoes Nacional
Park, S. Darwin 1201**; Ola Puma, O. Deneger s.n.,
9527**; Waichn Valley, H. Mann & W. Brigham 412;
Galch Mahaeli, J. Rock 5837 (TEX); P. Palmer 30024
(NY). Wen 7052 (AY641491, AY640445, AY643105,
DQ382316, DQ400553).
R. typhina L. CANADA Quebec, S. Blake 1984
(TEX).
USA. McDowell Co., H. Ahles 17709**; West of
Tapoco, Gram. Co., A. Radford 16002**; Nilkes Co., H.
Tottens s.n.* (NCU); Rolling Hills, G. Baker 555**;
Stoughton N. Cork, S. Blake 10930; Franklin Co.,
Vermont, S. Blake 3146; Middlesex Co. Massachusetts, S. Blake 4234; Ashland Co. Ohio, J. Stevenson
8640; Sussex Co. New Jersey, H. Maldenke 25982
(TEX). Wen 7082 (AY641492, AY640446, AY643106,
DQ382319, DQ400556).
Rhus subgenus Lobadium section Lobadium:
R. allophylloides Standl. MEXICO. Jalisco: Mpio.
Mezquitic, C. Chávez 4999; Mazamitla, J. Machuca
7726; Los Espinos, Tapalpa, M. Macías & B. Arbayo
633; La Manzanilla, Mazamitla, R. Ornelas 1378; La
Joyas, Autlán, A. Vázquez 3773; R. Vega 2509*
(IBUG); Las Minas Zimapán, J. Cházaro et al. 911;
Sierra de Manantlán, R. Guzmán 29089 (IEB); Real
Alto, Hinton et al. 2317* (US); State of Mexico: Mina
de Agua, Temascaltepec, Hinton et al. 2817**(US).
Rzedowski 45608 (HE862264,HE862254---).
R. aromatica Ait. CANADA Ontario: Manitoulin
Strait, D. Soper 8950* (NCU).
MEXICO Chihuahua: Casas Grandes, GómezDurán s.n**; Nuevo León: Cerro el Viejo Aramberri,
Hinton et al. 25181 (IEB); Aramberri, Hinton et al.
22643, 24072 (ANSM). USA Lancaster County, H.
Ahles 27466*; Riley C. Kansas, W. Baker 2565*; Bennington C., Vermont, E. Baufford 17799; Missouri, T.
Croat 17119*; Pennsylvania, H. Wahlx 17406* (NCU);
Texas Co., D. Corell 16214; Morion Co., D. Corell & C.
Lundell 18796; Wood Co., C. Lundell & A. Lundell
9474; Red River, M. Nee 44041**; Freestone Co., B.
Thorp 2908 (TEX). Wen 7086 (AY641496, AY640447,
AY643107, DQ382285, DQ400535).
R. microphylla Engelm. MEXICO. Coahuila:
Rancho Morteros, Múzquiz, M. Carranza et al. 1341;
Ramos Arizpe, J. Encina 839; Mpio. G. Cepada, Hinton
et al. 16560; Guerrero Nuevo, R. Pérez 612; Ramos
Arispe, A. Rodríguez & M. Carranza 874; Sierra Paila,
J. Villareal 5218 & M. Carranza (ANSM); Carr.
Múzquiz-Boquillas, R. Vázquez 259* (IEB). Guanajuato: Dolores Hidalgo, Rzedowski 41071*, 41085; San
Miguel Allende, Rzedowski 43470; Mpio. San Luís la
Paz, Rzedowski 47060; Mesa de Jesús, E. Ventura
90204*; Cerro Sta. Cruz, E. Ventura & E. López 6817,
6824 (IEB). Nuevo León: West of Linares, C. Anderson
4624*(DUKE); San Pablo Galeana, Hinton et al.
21896; Aramberri, Hinton et al. 21968*; La Carbonera
Galeana, Hinton et al. 25346; Mpio Galeana, Hinton
et al. 25712 (IEB). Sonora: Cañón de la Bellota, S.
White 4699*(DUKE); Durango: Mpio. Guadalupe Victoria, Ochoa-Martínez 248; San Luis Potosí: Mpio.
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
Charcas, J. Reyes 415; Querétaro: Vizarrón, S.
Zamudio 11085 (IEB). H. Wornock s.n.**, (TEX). Wen
7288 (AY641495, AY640448, AY643108, DQ382305,
DQ382305, DQ400546).
R. schmidelioides Schltdl. MEXICO. Michoacán:
San Andrés Ziracuáreriro, H. Díaz-Barriga 3516***;
La Esperanza Morelia, V. Huerta 521; W. San Miguel,
C. Medina 1652; Mil Cumbres, Rzedowski 45608*;
Cerro Blanco Pátzcuaro, S. Zamudio 10642 (IEB).
Querétaro: Tres Lagunas, H. Díaz-Barriga 3850*; El
Madroño Mpio. Landa, E. González 408; Acatitlán de
Zaragoza, E. González 634; La Yesca Mpio. Landa, H.
Rubio 1554; Puerto Hondo, H. Rubio 609; La Parada
Mpio. Jalpan, Sotero-Servín 56; Pinal de Amoles, S.
Zamudio 2430 (IEB). Jalisco: Concepción de Buenos
Aires, R. Ornelas & A. Flores Macías 1371, 1372;
Manzanilla-Mazamitla, R. Ornelas & A. Flores
Macías 1378; Ejutla, R. Ornelas & A. Flores Macías
1397 (IEB); Cerro Gordo, Arandas, R. Ramírez
1217*(IBUG).
R. trilobata Nutt. MEXICO Chihuahua: Ignacio
Zaragoza Mpio. Casas Grandes, P. Tenorio & C.
Romero 6491**; Puerto Colorado, G. Rodríguez 261;
Ejido El Largo Mpio. Madera, A. Benítez 1443, (IEB);
Coahuila: Ejido Nurias, Cuatrocienegas, M. Carranza
1867; El Cedral, Sierra Paila, J. Villareal 3949 (IEB);
Sierra Paila, D. Castillo & J. Aguilera 849; Saltillo, F.
Encina et al. 562; General Cepeda, J. Marroquín
2271; Cañón de la Carbonera, Mpio. Arteaga, J. Villareal 3742; Saltillo, J. Villareal, 1537 (ANSM).
Querétaro: 6.5 km to the SW of Vizarrón, Mpio.
Cadereyta, S. Zamudio 2760, 8 km to the NE of
Vizarrón, S. Zamudio 2854, Peña Azul, El Jabalí, S.
Zamudio 3044* (IEB). Huapanguillo Mpio. Miquihuana, Tamaulipas, L. Hernández 2086* (IEB).
U.S.A: Lawrence Co. C. Bennett s.n.*; Medora
North Dakota D. Stevens 2413*; Henry Co. Illinois,
Sears 1065* (NCU). Miller 21 (AY641497, AY640449,
AY643109, DQ382317, DQ400555).
Section Terebinthifolia: R. barclayi Standl.
MEXICO Jalisco: Autlán, R. Ornelas et al. 1506, 1585,
Lagunillas de Ayotitlán, F. Santana et al. 4307*;
Autlán de Navarro, R. Delgadillo et al. 1109 (IEB);
Autlán, R. Cuevas & M. Rosales 1823; Ayotitlán, S.
Guerrero 247; Arroyo la Calera, A. Guzmán et al. 977;
Ayotitlán, R. Ornelas 1604**; Puerto los Mazos
Autlán, R. Ornelas 1614** (IBUG); Talpa, E. Palmer
s.n.* (US). Cochrane 12157(HE862264, HE862253---).
R. hartmanii F.A. Barkley. MEXICO Sonora: Las
Chinazas, M. Fishbein et al. 102a; Barranca Huicochic, M. Fishbein et al. 121; Río Mayo, H. Gentry
3682; Santa Rosa, L. Toolin 310***; Yecora, L. Toolin
1376* (ARIZ); Nacore Chico, C. Muller 3689 (GH).
Felger 95-181, (-HE862260---).
R. jaliscana Standl. MEXICO Jalisco: Barranca
Huentitlán, R. Acevedo et al. 1632; A. Flores & M.
465
Cházaro 2531; Ornelas 1429*; Barranca de Oblatos,
M. Cházaro et al. 6743*; Cerro de Lima Mpio.
Jocotepec, H. de Alba & M. Cházaro 10; Las Siete
Cascadas, A. Flores 2422; 2 Km to the E. of Juanacatlán, R. Ornelas & J. García Castañeda 1456 (IEB);
Cerro Amatitlán, E. Estrada, 8555; Siete Cascadas,
Tonalá, M. Huerta & S. Guerrero 256**; La Primavera, Zapopan, O. Reyna 551; Laguna de Chapala, L.
Villareal 3176, Las Tinajas Tonalá, L. Villareal 7223;
Ixtlahuacán, L. Villareal 9401; Teocaltiche, F. Zapata
10 (IBUG); Guadalajara, C. Pringlei s.n.*** (US).
R. palmeri Rose. MEXICO Sinaloa: Sierra Tacuichamona, H. Gentry 5672; Los Pucheros, Sierra Surotato, H. Gentry 7203; along hwy, R. Worthington 7939
(GH); Chihuahua: Canyon Tarahumara, H. Gentry
7296; Mina El Bravo, P. Martin et al. s.n. (GH);
Sonora: Vicinity of Alamos, P. Standley et al. 1310*;
La Huerta Sierra Alamos, J. Wiens et al. 93-121(GH).
R. rubifolia Turcz. MEXICO Jalisco: Mpio. Hostotipaquillo, R. Ornelas 1545***; 10 km before Corcovado, R. Ornelas & J. García 1461 (ANSM); 3 km to
the N of Tecolotlán, R. Ornelas & A. Flores 1388*;
8 km to the N. of Ayutla, 1391*; Unión de Tula 1392,
Los Pilares, Mpio. Ameca, 1513* (IEB). Steinmann
et al. 3146 (AY641508, AY640459, AY643119,
DQ382315, DQ400552).
R. terebinthifolia Schltdl. & Cham. MEXICO
Chiapas: Amatenango del Valle, Shilom Tom 1845*;
Tenejapa, Shilom Tom 4041* (DUKE); Tenejapa,
Breedlove 12669; Lagos de Monte Bello, Breedlove
9676; Lagos de Montebello, Tziscao, M. Lavin et al.
4578; Amatenango del Valle, Shilom Tom 1128 (TEX);
Oxchuc, F. Gómez 296 (IEB). Guerrero: Chilpancingo,
W. Anderson 4338* ( DUKE). Oaxaca: Sola de Vega,
Breedlove 12284 (ARIZ); Grutas de San Sebastian
Sola de Vega, R. Cedillo 1745*(IEB). Querétaro: Las
Mesitas to the SW of El Rincón, E. González 1401*;
Tongojo El Rincón, A. Herrera 56; 1.5 km to the NW
of La Mesa de Corozo, H. Rubio 1750 (IEB).
GUAEMALA El Petén, E. Contreras 10464*
(DUKE); Honduras N. of Teguzigalpa T. Croat
63933*(DUKE).
Calzada
19102
(HE862259,
HE862269---).
Section Styphonia subsection Styphonia:
R. integrifolia Engl. MEXICO Baja California:
Bahía de Todos los Santos, Carter 3181; Ensenada, S.
Stephenson 67-135* (DUKE); Punta Banda, M. Dillon
et al. 1829; Rancho Morron, R. Moran 17211 (TEX).
Punta Banda J. Elizondo 311 (ANSM).
USA California: La Habra Heights, S. Myer s.n.;
San Bernardino Valley, S. Parish 6890; Santa
Barbara, H. Pollard s.n**; Santa Monica Mountains,
P. Raven s.n.; San Luis Obispo Co., D. Keil 13688**;
San Diego, Wallace & D. Thompson 108 (TEX). Millar,
28 (AY641499, AY640451, AY643111, DQ382294,
DQ400542).
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
466
A. R. ANDRÉS-HERNÁNDEZ ET AL.
R. kearneyi F.A.Barkley. MEXICO Sonora: Sierra
Niña, R. Felger 89-47 (TEX). Baja California: San
Pedro Martir, R. Moran 18308***; Canyon Diablito,
G. Webster 18261 (TEX). Modson 6979* (NCU);
Paniel 2312* (NCU). Ickert-Bond, 1298 (AY641500,
AY640452, AY643112, DQ382295, DQ400543).
R. muelleri F.A.Barkley. MEXICO Nuevo León:
Galeana, K. Nixon 4008; San Isidro y Lirios, C. Peterson 1277; Montemorelos, Sierra Cebolla, T. Petterson
et al. 7164**; El Fraile, R. Smith M657, M683 (TEX);
El Sauce, Mpio. Galeana Hinton et al. 18082, 19208*,
Los Lirios, Mpio. Santiago, Hinton et al. 25584 and
24937*; NW of Galeana, M. Poole et al. 2476***;
between Rayones and Galeana, S. Zamudio et al. 6220
(IEB); on the road to Madero, J. Marroquín 3705;
Villa Santiago, V. Valdez 790; J. Villa 4787 (ANSM).
Coahuila: El Cedral, Sierra Paila, J. Villareal 3942*,
(IEB); Sierra Paila, J. Villareal et al. 5263 (ANSM).
Hinton 24937 (HE862265, HE862255---).
R. ovata S.Watson. MEXICO Baja California:
Sierra San Francisco, Mpio. Mulege, M. Domínguez
2236; 9 miles E of Mission Borja, K. Nixon 960*(IEB);
Punta Prieta H. Gentry 8979*** (US).
USA California: Azuza, K. Murata & E, Lee 20; San
Bernardino, S. Parish 6802; Sta. Barbara, M. Pollard
s.n.; Santa Monica, T. Ross & A. Ross 5989; Liebre
Mountains, Ross et al. 4946; Riverside Co., D. Seigier
et al. DS-2200; Orange Co. R. Thorne 32857; San
Diego Co., Wallace & D. Thompson 111; Sentenac
Canyon, T. Crovello 270** (TEX); S. Boyd 6744* (NY).
Miller, 6, 22 (AY641501, AY640453, AY643114,
DQ382308, DQ400547).
R. standleyi F.A.Barkley. MEXICO Oaxaca:
Estación Microondas, P. Guerrero 135; Santiago
Teotongo, Mpio. Ayutla, Salinas Dorado s.n.*(IEB);
Cuicatlán, Stone 2785*(DUKE), Tepelmeme, Tamazulapan, Breedlove & B. Bartholomew 60721; Nochixtlán, M. Luckow 2538**(TEX). Puebla: Santa Lucia
Atlixco, J. Jiménez 1678; Tepoxtlan, Mpio. San
Martín, P. Tenorio 4918 (IEB); Tehuacán, C. Anderson
5318*
(DUKE).
Salinas
8087
(HE862258,
HE862268---).
Section Styphonia subsection Compositae:
R. andrieuxii Engl. MEXICO Coahuila: Sierra
Rancho Nuevo, Mpio. Santiago, Carranza et al. 1802;
Estación de Microondas Saltillo, E. Rodríguez & J.
Villareal 1751; Rancho Demostrativo Saltillo, J.
Valdés s.n.; 12 km to the S of Saltillo, J. Villareal
et al. 2705 (ANSM). Oaxaca: Juxtlahuaca, Calzada
21794* (IBUG); detour toward Jaltepec, Nochixtlán,
M. Cházaro et al. 7065*; before the Jaltepec detour,
Nochixtlán, M. Negrete 7065* (IEB). Puebla: Nicolás
Bravo Chapulco, M. Cházaro et al. 6090*; P. Tenorio
5137 (IEB). Medrano 4285 (-HE862262---) MEXU.
R. choriophylla Wooton & Standl. MEXICO
Sonora: Tepehuanes, E. Torrecillas 35 (IEB); Coa-
huila: La paila, B. Hinton 16514**, L. Lundell
12477** (US). Miller 27 (AY641498, AY640450,
AY643110, DQ382287, DQ400534).
R. oaxacana Loes. MEXICO Oaxaca: San Carlos
Yautepec, T. Croat 46237*** (DUKE); Topanala Mpio.
Yautepec, S. Acosta 947; Santa María Albarrados,
Ayutla, M. Cházaro et al. 6801; San Pedro Tabiche, R.
Robles 84; Tapónala, Mpio. San Carlos Yautepec, A.
Flores 1168* (IEB). Juárez 567 (HE862256,
HE862266).
R. pachyrrhachis Hemsl. MEXICO Coahuila: Mpio.
De Candela M. Carranza 2727, Carranza et al. 2786
(IEB); W. of Palmilla, R. Moran 10021*(US). Guanajuato:
Comonfort, A. Mora 913* (IEB). Nuevo León: Las Norias,
Mpio. Arramberi, Hinton et al. 17473, 23602*; La Poza,
Mpio. Galeana, Hinton et al. 22214 (IEB); 5 km to the
south of Zaragoza, J. Villareal & M. Carranza 536; J.
Villareal et al. 5154 (ANSM). Querétaro: 6 km to the NW
of La Luz, Rzedowski 52479*, 54479; Bornalejo, Mpio. de
la Paz, S. Zamudio et al. 11601 (IEB). Tamaulipas: Bustamante J. Henrickson 19091** (TEX). Steinmann et al.
3724 (AY641503, AY640455, AY643115, DQ38239,
DQ4005448).
R. schiedeana Schltdl. MEXICO Chiapas:
Teopisca Mpio. Totolapa, Breedlove 26174*, 46237*;
Amatenango del Valle, Shilom Tom 1844* (DUKE).
Guanajuato: Chupaderos, Mpio. La Paz, Steinmann
et al. 3696; Puerto Gallo, Mpio. Atarjea, E. Ventura
6493*(IEB); Atarjea, E. Ventura & E. López 9121
(ANSM). Querétaro: 4 km to the NE of Acatitlán de
Zaragoza, E. Carranza 786; to the S of La Parada
Jalpan, E. Carranza 820; Laguna Colorada, Mpio.
Jalpan, M. Chávez 112**; 7 Km to the W of Tilaco, R.
Fernández 3101, 3112; Acatitlán de Zaragoza, E.
González 59*; Cerro Fresnos and La Barrada, C.
Guzmán 64, 114*; Puerto Sabino, H. Rubio 320; El
Rincon, Rzedowski 42980; El Lobo Landa, Rzedowski
43997; 3 km from La Parada, B. Servin 1863; S.
Zamudio et al. 10480 (IEB). Steinmann et al. 3696
(AY641504,
AY640456,
AY643116,
DQ382313,
DQ400554).
R. virens Lindh. ex A.Gray MEXICO Coahuila:
Sierra La Encantada, M. Carranza et al. C- 682,
C-865, C-2279, 2126; Ramos Arizpe, J. Encina 836*;
Sierra Paila, J. Marroquín 1388; Muzquiz J. Villareal
3545, 16948*; Sierra de la Madera, J. Villareal et al.
7313, (ANSM); Limeston Canyon, D. Flyr 1149*
(DUKE). Nuevo León: Mpio. Bustamante, M. Carranza C-3643; Santa Catarina, Hinton et al. 24984
(ANSM). Tamaulipas: Near Villagran, C. Lundell
12477* (US). Querétaro: Mpio. Tolimán, Rzedowski
50139*; Sierra Peña Azul Vizarrón, S. Zamudio 2762;
Jabalí Mpio. Cadereyta S. Zamudio 3027 (IEB).
Zacatecas: 14 mi W of Sombrerete, D. Ward 5786*,
(DUKE). Wen 7282 (AY641505, AY640457, AY643117,
DQ 382320, DQ 400557).
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
RHUS PHYLOGENY: STRUCTURE AND MOLECULES
R. chondroloma Standl. MEXICO Oaxaca: Tamazulapan, Teposcolula, L. Rico et al. 329; Sn Pedro
Nopala, T. Salinas et al. s.n., (ANSM). Huajuapan de
León, F. McCarten 2976*** (US). Tehuacán, Rzedowski 33957 (IEB). Hunn 59 (HE862257,
HE862267---).
Actinocheita filicina (D.C) F.A.Barkley. MEXICO
Guerrero: Iguala, C. Catalán et al. 783; Xochipala, E.
Martínez 711, (IEB), Rzedowski 18652 (TEX). Oaxaca:
Justlahuaca, S. Zamudio & G. Ocampo 11057 (IEB).
Puebla: Izúcar de Matamoros, E. Guízar, 914, (IEB);
Chapulco, J. Panero 7354; Tehuacán, Rzedowski
19130 (TEX). Panero s.n. (AY641509, AY640460,
AY643120, DQ382321, DQ400558).
Malosma laurina (Nutt) Abrams. USA California:
Rancho Sta. Ana, Gillis 9009; P. C. Everet, 2163; San
Gabriel Mountains, T. Ross 3698; La Jolla, San Diego,
J. Thorner s.n. (TEX). Miller 34 (AY641510,
AY640461, AY643121, DQ382322, DQ400559).
Toxicodendron diversilobum Torr. & Gray.
MEXICO Baja California: El Mandadero, Mpio.
Ensenada, Tenorio & Romero 13397; El Observatorio,
San Pedro Martir, Tenorio and Romero 13231* (IEB).
Wen 6693 (AY677202, AY677208, AY677205,
DQ382328, DQ4005689).
Toxicodendron radicans (L.) Kuntze. MEXICO
Baja California: Sierra de La Laguna, R. 944 (IEB).
Chihuahua: Municipio de Madera, Bravo-Bolaños,
890 (ANSM). Jalisco: Zapopan, Santana F. et al. 3178
(IEB). Nuevo León Sierra de Anahuac, Sánchez
Vega,640 (ANSM). Sonora: Mpio. Yecora, Tenorio L.
4566; Tamaulipas: Gómez Farias, Avendaño R. &
Naruve F. 1701; Veracruz: Chicantepec, Duran E.C.
et al. 290; Chiconquiaco, Gutíerrez C. 3232 (IEB).
USA. River at Co. H. E. Ahles 59889*; Northeast of
Pollocksville, Jones Co. M. N. Sears 6736 (NCU). Wen
6236 (AY677203, AY677207, AY677206, DQ382329,
DQ400569).
Toxicodendron vernix L. USA. Chowan river,
Gates Co. H. E. Ahles 40371; Swampy Roads, road to
Morston H.E. Ahles 24843; Swampy Hollow, Wake Co.
W. B. Fox 3806 (NCU). Woodfort C. Illinois, H. Chase,
16013 (ANSM). Wen 7146 (AY541520, AY640471,
AY643131, DQ382330, DQ400570).
Searsia ciliata Miller 47 (AY641513, AY640464,
AY643124--).
Searsia
quartiniana
Miller
51
(AY641517,
AY640468,
AY643128,
DQ382331,
DQ400566). Shinus molle Wen 6686 (AY641512,
AY640463, AY643123, DQ382333, DQ400565).
APPENDIX 2
Structural characters and character states of Rhus
s.s. analysed in this work.
Morphological characters:
467
(1) Leaf organization: 0 = multifoliate, 1 = trifoliate,
2 = simple.
(2) Rachis (midrib) winged: 0 = absent, 1 = present.
(3) Texture: 0 = membranaceous, 1 = chartaceous,
2 = coriaceous.
(4) Leaflets or leaf shape: 0 = ovate, 1 = elliptic,
2 = lanceolate.
(5) Leaflets or leaf base: 0 = obtuse, 1 = rounded,
2 = acute.
(6) Margin of leaflets: 0 = entire, 1 = serrate.
(7) Venation
pattern:
0 = brochidodromous,
1 = craspedodromous,
2 = eucamptodromous,
3 = cladodromous.
(8) Course midvein: 0 = right, 1 = sinous.
(9) Course
secondary
veins:
0 = recurved,
1 = sinous, 2 = zig-zag.
(10) Tertiary veins pattern: 0 = irregular reticulate,
1 = weakly percurrent, 2 = transversely ramified.
(11) Marginal
ultimate
venation:
0 = looped,
1 = incomplete, 2 = fimbriate.
(12) Type of areole: 0 = imperfect, 1 = incomplete.
(13) Pilose indument: 0 = absent, 1 = present.
(14) Glands: 0 = absent, 1 = present.
(15) Freely ending veinlets terminals: 0 = without
idioblast, 1 = idioblast type I, (veinlets simple to
widening in spherical form at the end), 2 = idioblast type II (widened veinlets form spherical
group due to the association with brachysclereids).
(16) Fiber in the freely ending veinlets: 0 = absent,
1 = present.
(17) Number of branches in the inflorescences: In
mature inflorescences, the number of inflorescence axes are considered branches: 0 = more
than three branches, 1 = three branches, 2 = two
branches.
(18) Distance from base of the secondary branch to
the first flower (measured with caliper at least
three samples for species): 0 = 5–10 mm, 1 = 3–
5 mm, 2 = 0.5–1.5 mm.
(19) Distance
between
flowers:
0 = 3–5 mm,
1 = smaller than 0.5 mm.
(20) Pedicel: 0 = absent, 1 = present.
(21) Pedicel length: 0 = 1.5–2.5 mm, 1 = smaller than
1mm.
(22) Ciliate sepals: 0 = absent, 1 = present.
(23) Red glandular hairs on principal axis of inflorescences and branches: 0 = absent, 1 = present.
(24) Bracteoles: 0 = absent, 1 = present.
(25) Red glandular hairs on the fruit surface:
0 = absent, 1 = present.
Anatomical characters:
Wood:
(26) Porosity: 0 = semi-ring, 1 = diffuse, 2 = ringporous.
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468
468
A. R. ANDRÉS-HERNÁNDEZ ET AL.
(27) Septate fibers: 0 = absent, 1 = present.
(28) Ray number of cells width: 0 = more than 4 cells
wide, 1 = 1–3 cells wide.
Petiole:
(29) Number of canals in petiole: 0 = fewer of seven,
1 = more than seven.
(30) Xylary fibres in petiole: 0 = absent, 1 = present.
(31) Gelatinous
fibre
in
xylem:
0 = absent,
1 = present.
Lamina:
(32) cuticle thickness: 0 = 6 μm or less, 1 = more than
6 μm.
(33) Cuticle surface: 0 = smooth, 1 = striate.
(34) Papillose epidermis : 0 = absent, 1 = present.
(35) Number of layer of palisade parenchyma:
0 = one layer, 1 = two unequal layers, 2 = two
equally long layers, 3 = three layers.
(36) Presence of druses in mesophyll: 0 = absent,
1 = present.
(37) Prismatic crystals in mesophyll: 0 = absent,
1 = present.
Midvein:
(38) Presence of papillose epidermis: 0 = absent,
1 = present.
(39) Fibres in xylem: 0 = absent, 1 = present.
(40) Arrangement of vascular tissue of midvein:
0 = type I (simple, open arch with one, additional
vascular bundle in the adaxial region without
fibre encircling the bundle), 1 = type II (simple,
open arch with one additional vascular bundle in
the adaxial region with fibres encircling the
bundle), 2 = type III (simple, open arch with
fibres encircling the vascular system), 3 = type
IV (closed arch).
© 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176, 452–468