1 NEW A OF BOLTONIA (ASTERACEAE) FROM THE SPECIES AND RIDGE VALLEY PHYSIOGRAPHIC PROVINCE, U.S.A. RTownsend John Vesna Karaman-Castro Department and of Conservation Recreation Louisiana State University Division of Natural j-leritage Department of Biological Sciences 2 7 Governor 3''' Floor 107 Science Building St., Life 1 USA Richmond, Virginia 232 USA. Baton Rouge, Louisiana 70803, 9, Email: [email protected] ABSTRACT new Boltonia montaiia, a species from depression wetlands and riverine habitats in the Appalachian Mountains of New Virginia, Jersey, and Pennsylvania, described. This taxon has most often been collected under the name is Boltonia asteroides (L.) L'Her. due to its relatively large heads which are usually few in number, and vegetative new similarities. Cypselae morphology of the taxon, however, dissimilar to that of B.asiewidcs and most closely is resembles Boltonia caroliniana (Walt.) Fern., a species characteristic of coastal plain and piedmont bottomlands of the Carolinas and Virginia. Boltonia montana differs from the latter taxon in terms of inflorescence structure, head dimensions, ray color, phyllary morphology and size, plant stature, and leaf shape. Evidence of its distinc- tiveness provided and wetland habitat discussed. is its is RESUMEN Se describe Boltonia montana, una nueva especie de las tierras humedas de depresiones y habitats ribereiios de los Apalaches de Virginia, Nueva Jersey, y Pennsylvania. Este taxon se ha colectado la mayoria de las veccs con el nombre de Boltonia asteroides (L.) EHer. Debido a sus cabezuelas relativamente grandes que estan usualmente en un numero pequeno, y similitudes vegetativas. La morfologia de las cipselas del nuevo taxon, sin embargo, es diferente de la de B. asteroides y se parecen mucho mas a Boltonia caroliniana (Walt.) Fern., una especie caracteristica de la llanura costera y base del pie de moiite de las Carolinas y Virginia. Boltonia montana difiere de este ultimo taxon en termmos de estructura de la inflorescencia, dimensiones de la cabezuela, color de los radios, morfologia y tamano de los filarios, tamano de la planta, y forma de la hoja. Se aportan pruebas de su diferenciacion y se discute su habitat de zonas humedas. INTRODUCTION The was first author alerted to the presence of a taxonomically problematic Boltonia in Augusta County, Virginia (Ridge and Valley physiographic province) by Gary FlemingJ. P. Christopher Ludwig (Virginia Department of Conservation and Recreation, Division of Natural Heritage), and Thomas Wieboldt (Massey Herbarmm, Virginia Polytechnic F. Institute) in late 2001. This plant had been identified as BoUonia asteroides by collectors, but certam details of the plants, particularly those of cypselae and phyllaries, indicated the Augusta County plants were not a good that taxon. for fit Subsequent taxonomic herbarium and investigations of the literature, material, living from ponds populations of Boltonia led to the realization that the plants sinkhole (dolines) in the Virginia mountains possessed a unique set oi characters. During morphological and molecular investigations of the Virginia plants, correspondence with the second author led to the discovery of morphologically similar herbarium specimens collected from the New Ridge and Valley physiographic province northwestern and eastern Penn- of Jersey sylvania. Field studies in the early 1980s and late 1990s by David Snyder and Kathleen New Strakosch Walz of the Jersey Natural Heritage Program uncovered or reinventoried much and the Boltonia populations in the northwestern part of that state provided data SIDA 873 -886. 2006 22(2): BRIIORG/SIDA 874 22(2) on the plants discussed here. Subsequent herbarium and field investigations of the Vir- New ginia, Jersey, and Pennsylvania plants confirmed that these plants belonged to the same taxon. described here as nev^. It is & V Niw Boltonia inontana Tovv^nsend Karaman-Castro, 2).Tmi sp. nov. (Figs, 1, U.S.A. J.F. : W SW km km Sussex Co: Muckshaw pond complex, located 3.2 of Newton and of US 206, JliRSllY. l."^ nearly dry, herb-dominated sinkhole pond, 3 Oct 2005 J_F Ihwnscnd 3570 UiOl OTYPE: US; [bO"l^ rv-\ MO, NY, VPl). Bohonia asicroidcs LI primo adspcctu maxime simile ob capitulis magnus et paucus sed acheniis glabris, (1..) lor. alls et pappus aristis destituris a Boltonia cavoliuiana (Wait.) Fern, similis. Phyllariis costa angustara, herbaceous distalis viridis. et dm Glabrous, perennial herbs 1.2-15 ascending to erect (often prostrate in lower por- tall, tion to ca. 1/2 stem length, sometimes rooting at nodes in this section). Stems glabrous, prommcnt light to ycUowish-grecn, ribbed with yellow or golden striations (more in up- per 1/2 ol plants), branching above into small, simple, corymbose panicles to diffusely and paniculate in larger plants. Leaves basal cauline, glabrous; basal leaves 0-18, alter- nate, in a rosette, oblanceolatc to oblanceolate-spatulate, attenuated at the base (where often slightly widened), dark green or blue-green, often whitish or reddish colored the at base, with prominent, lighter-colored midrib and inconspicuous, arcuate secondary veins, cm cm apices bluntly rounded, mucronulate to entire, 1-17.5 long, 0.1-2 wide; cauline leaves oblanceolatc to obovate or spatulate, bases sessile, oiten partially clasping, apices rounded lo acute, mostly with mucronulate tips, appearing entire but minutely serrulate cm cm with narrow, whitish, cartilaginous margin, 2.7-11 long, 0.5-1,9 wide, sometimes with smaller leaves clustered at nodes. Capiiulescences corymbose-paniculate, few-headed many-headed (1-25) in average individuals, (-100+) in large individuals. Peduncles bracte- mm cm ate, 0.5-11.8 long, 0.5-Ll thick, bractcal leaves oblanceolatc to obovate or oblong, cm cm tips obtuse to acute, mucronulate, 0-5 per pedicel, 0.1-97 long, 0.02-1.4 wide. In- mm mm volucre 5.2-7.8 6.0-11.3 wide; phyllaries 30-60, lancc-attenuate, serrulate to tall, mm mm mm 2-4 lacerate, in series, 2.5-4.4 long, 0.4-0.9 wide, midrib 0.12-0.3 wide (1/10- 1/5 of phyllary width), proximally whitish, distally green; receptacles conic, naked, 1.9- mm mm Ray 3.0 1.9-3.8 wide. flowers 27-46, pale lavender to pinkish (-white), corol- tall, mm mm 4-5 amber las glabrous, nerved with golden or colored veins, 8.1-12 long, 0.8-1.9 mm mm mm wide, tubes 0.45-0.95 long; styles 1.3-2.45 long, style branches 0.25-0.4 long, narrowly with and cypselae glabrous, oblong, triquetrous, adaxial 2 abaxial often ribs, 1 mm mm curved outward, wings slightly 1.25-2.05 long, 0.5-0.9 wide, vestigial or absent, mm mm 0-0.05 wide; pappus awns reduced to a crown of minute scales, 0-0.1(-0.4) long. Disk flowers 220-350, pale yellowish green to pale yellow- wdiite as cypselae mature, su- more ture lines pale amber, disk appearing yellowish during anthesis, corollas glabrous, mm mm mm 1.1-2.3 long, tubes 1.0-1.85 long, lobes 0.15-0.36 long; stamens included to mm mm mm, exceeding corolla length by 0.4 anthers 0.65-1.1 long, appendages long, 0.15 mm mm styles 1.05-2.55 long, style branches 0.2-0.4 long, cypselae glabrous, narrowly mm oblong, strongly flattened laterally with two marginal ribs, 1.3-1.9 long, 0.55-1.25 mm mm wings 0-0.09 pappus awns crown wide, wide, usually reduced vestigial, to a of mm minute 0-0.1 scales (-0.6) long. DLSfnhution. —Distributed in sinkhole pond habitats and associated riversides and streamsides of the Ridge and Valley physiographic province in western Virginia, north- western Ncv/ Jersey, and eastern Pennsylvania. TOWNSEND AND KARAMAN-CASTRO, A NEW SPECIES OF BOLTONIA FROM THE EASTERN U.S.A 875 5 i 6 3 ? Fig. 1.fio/fo/7/om(?/?ffl/7(7j.F.Townsend &V.Karaman-Castro. Illustration based on material collected in Sussex County, New Jersey. 1. Ray 1mm Habit. 2. cypselae. 3. Disk cypselae. 4. Head. 5. Outer phyllary(abaxial view). 6* Ray corolla. 7. Disk corolla. Scale bar equals except in (= dm) and 4 {=1 cm). 1 1 876 BRIT.ORG/SIDA 22(2) FiG.2. Low-growing individual of 5o/fort/(7/?Tonfa/)(7 with f/'/oct7u/o/?a(7Uflf/fiY/n,AugustaCounty,Virginia.Photo by Gary P.Fleming. Etymology— name montane T\\t refers to the species' habitats. Phcno/ag_ydnddevc/opmen(.— Flowering prnnarily occurs from early August mid- to m October with precocious plants flowering in especially during dry years or dry July, microhabitats. Hydrologic fluctuations in the species' sinkhole pond habitat can have a when dramatic effect on the timing o[ flowering in a popuhition. Even water levels re- main high enough inundate these ponds during the growing season, seeds are capable to germination and may develop while under water (Lassen and Hamilton ot rosettes still comm. may 1 003; David Snyder pers. 2006) but the plants not develop further, and if may comm. inundated for successive years the plants die (David Snyder, pers 2006). Au- m tumnal plants produce basal offsets nearly identical appearance to the rosettes pro- duced by young plants. In the case of reclining or ascending plants of Bohonia moniana, may many autumn form nodes adventitious roots at the as approaches. In cases, these nodes produce complete with During also leafy offsets root systems. collection of flower- weak ing or Iruiting plants, these vegetative propagulcs are often dislodged due to their attachment the parent to plant. A concentric gradient of environmental conditions created in these sinkholes by is fluctuating hydrology and sloping shorelines. therefore possible to find several co- It is occurrmg growth moniana.^dccni Newjersey with Natu- stages ol Bollonia field w^ork in ral Heritage Program Botanist David Snyder and Ecologist Kathleen Strakosch Walz (au- tumn 2005) was conducted following a long period of pond inundation. On the pond margins that were not recently inundated, relatively well-developed plants (w^th flow- ers, fruits, and basal offsets) were found. In more recently inundated portions of the ponds, numbers large of Bohonia rosettes were found. These plants were either newly germi- TOWNSEND AND KARAMAN-CASTRO, A NEW SPECIES OF BOLTONIA FROM THE EASTERN 877 U.S.A. nated seedlings, rosettes persisting from a previous germination event, or vegetative off- sets novv^ independent of the parent plant. Regardless of origin, these rosettes were unable to f lovv^er or produce fruit before the end of the growing season due to their exceptionally when late emergence (September-October). In general, pondshores are exposed as ground- new water levels drop after such periods of inundation, plants develop from the seed bank comm. (David Snyder, 2006). pers. Observations indicate that Smith and Mettler's (2002) description of the cycle of life & Wood the Federally Endangered Boltonia decurrens (Torr. A. Gray) provides a frame- work for understanding the life cycle of Boltonia montana as well: "Although B. decurrens may wmter perennial under optimal conditions, various stages behave as annu- is a life summer and summer), annu- als (winter seedlings bolt, flower, senesce the following as als (summer seedlings bolt, flower, and senesce the same summer), or as biennials (ca, 25 and percent of spring seedlings overwinter as rosettes that bolt, flower, senesce the fol- lowing summer)." Such a patchwork of potential strategies makes sense for a species Midwestern adapted to the highly variable flood pulse of rivers (B. decurrens) as well as the dramatic hydrological fluctuations of isolated wetland systems montana). (B. AND HABITAT DISTRIBUTION known Boltonia montana from localized sections of the Ridge and Valley physiographic is New province in three U.S. states; Virginia (one county), Jersey (two counties), and Penn- sylvania (one county). All occurrences are found within areas of gently sloping, rolling, m ground between 149 and 488 (490-1600 (Walz or nearly level ft) altitude et al. 2001, many New Va. Division of Natural Heritage but of the Jersey ponds are surrounded files), comm. by rough terrain with extensive bedrock outcrops (Kathleen V/alz, pers. 2006). S. The sinkhole pond complexes which support this species span an area measurmg km km New roughly 14x 15 near Newton, Jersey and 5.25 x 4.5 near Waynesboro, Vir- known Within from ponds and ginia. these areas, plants are a total of 36 sinkhole lakes New (22 in Jersey and 14 in Virginia; Va. Division of Natural Heritage David Snyder, files; comm. new come pers 2006). Although the vast majority of the records for this taxon from isolated wetlands, a very few have been found along rivers. Besides two collections made the same day in 1936 along the South River in Virginia, the only other such collec- were made 1864 specimen) and 1865 specimen) along the Susquehanna River tions in (1 (1 Dauphin in County, Pennsylvania— apparently the only observations of this species in Pennsylvania. The Virginia occurrence was taken from an area extremely close and to, known just downslope from, a sinkhole pond complex to contain Boltonia montana, while pond the disposition of the Pennsylvania material relative to potential sinkhole seed sources unclear. assumed here that only occasional plants become established in is It is such riverine habitats from nearby "parent" populations. The lack of additional collec- such tions at least indicates that riverine habitats are rarely occupied. many Like Boltonia montana, species seemingly defined by their isolated wetland community habitat are occasionally found in other types, indicating that their affinity these ponds not Examples include the co-occurring Helenium rginicum for restrictive. vi is Blake in Virginia, which almost entirely restricted to sinkhole ponds but also occurs in is meadow The a wet of the nearby South River (Va. Division of Natural Heritage files). diminutive sedge Fimhristylis perpusilla Harper ex Small and Britt.was also thought to be a strict pond endemic and functions as such in most localities, but discoveries in North and South Carolina (Leonard 1981, 1987), established the species as an occupant of river- 878 BRIT.ORG/SIDA 22(2) A ine "draw-down" bars, banks, and sloughs as well. final example involves Boltonia decurrens, a perennial species of floodplains in the Illinois River valley (Stoecker et al. which was dependent on maintenance 1995) originally natural flood pulses habitat for and germination. Most of the habitats occupied by this species have been described as wet prairies or bottomland communities of various types, but McClain (1997) also et al. cported the species from "sand ponds" near the Illinois River in Cass and Mason coun- r m ties, Illinois. They described water levels in the ponds as fluctuatmg response to the known human local aquifer rather than overbank flooding, but not what degree to is it manipulation of the river has lessened the importance of this water source in the ponds. The sinkhole pond habitats occupied by Boltonia moniana are ultimately formed by the solution of underlying carbonate bedrock and subsequent volume loss or collapse of & foundation (Fleming Van Walz The found this Alstine 1999; et 2001). habitat types al. New within sinkhole ponds in Virginia and Jersey are floristically and physically differ- owing means and ent, to their oi origin, Pleistocene history (glacial scouring surficial and Irom geologic deposits), distance of calcareous materials the soil surface. In Virginia, weathering limestones and dolomites the Cambrian Shady and ol of Elbrook Formations is ultimately responsible for the formation of these pond features, but a deep overburden of relatively acidic, infertile soils covers these carbonate rocks to a & depth of 30 to 150m (Fleming Van Alstme 1999). This phenomenon similar to that is m who described Maryland and West Virginia by Bartgis (1992) studied ponds support- pond endemic ing the rare Scirpus ancislrochaetus Schuyler In Virginia, surficial depos- its are the result of alluvial fan formation along the western slopes of the Blue Ridge mountains. Materials range from quartzite cobbles and boulders to sand, and clay silt, and range from the late Pleistocene to Pliocene or Miocene in age (Whittacar et 1999). al. Due to the depth where the carbonate rocks reside, soil and water chemistry of the ponds (pH 0-30 acidic 3.9-4.0 at cm). Soils are predominantly gray to blackish clays or clay is loams with lighter colored mottling evident below 3 10 cm. This clay weathered from to dowm metasiltstone and phyllite alluvium, impedes drainage but most ponds draw as the growing season progresses and evapotranspiration increases. Although some of these sinkholes arc relatively stable hydrologically Boltonia moniana almost exclusively is m found those ponds with highly variable and unpredictable water The Boltonia levels. m montana "zone" these ponds typically doughnut-shaped and extends from the rim is pond of the to the edge of the most deeply flooded portion of the basin (Fig. 3). The community types occupied by the species in Virginia are the Qucrcuspalustris/ Panicum -Panicum rigidiiluni verrucosum - Eleocharis acicuiaris\Woodcd Herbaceous Vegetation Association and the CephalanihusoccidentaJis / Polygonum hydropiperoides - Glyceria acutijlora - Proserpinaca paiusiris Shrubland Association (Grossman et al. NatureServe The former community endemic and 1998; 2005). type Virginia assigned to is a rarity rank ol G1G2 (NatureServe 2005). The latter type somewhat more widespread is (ranked G3<'/S1) but considered endemic to mid-Atlantic region. These communities is are open-canopied except on pond edges, where the forest canopy can provide partial communities shading. Associated species in these include Quercus pahistris, Nyssa sylvaiica/^ind Cephalanthus occidentalis (mostly occurnng on pond margins), Panicum van philadelphicum, rigiduliim rigiduluni, ven'uco:ium, Eleocharis acicularis, P. P. Elcocharismdanocarpa,hriocaulonaquaticum,Lysimachia hyhrida,Lud\\'igiapahistris, Lecrsiaoryzoides.Hypericum K)reale,and the tederally Threatened Hefeniun] virginicum. In addition to relatively undisturbed sinkhole ponds, Boltonia montana also found with is ' ' TOWNSEND AND KARAMAN-CASTRO, A NEW SPECIES OF BOLTONIA FROM THE EASTERN U.S.A. 879 j^j . -.^ . Vv^ L I ^i- *K.'- t A ^'^^>'"'- .':C '^£;v "^ --' # ii J*v. -fcFi .*- -* 4^ -^ijatS^HH^ h^— -r — L K.- .. r- 4^ -_ -,^J-f' J-^' ^ .-'. ,*, .-- -TT^T"r -3*-vV:: -^^;'> ^^-ri^^WffV^ r-^ »v"?i X -_ iTl ' ^ .ip*:\ "lT^c; f^ «>' A \^. 'J^h -**«r- 7.rr\ 1— ^^TT 1 -^-. jFWt I r^T -n-^-^.' F-»" --^-^ irX. fc^T^ .-Vj^.y J . .J.1 . '^-----t-':^*T-^ Cr'^jP 1-. r-^ riW"r. -- S! >" -. 4J kh^- J-' ^.^, i*^ £A "^l L^_ T\^ ^. I 3^r '^-^^-' Tk^..^-: ^1 —^-j*. T5 ^\ ^^ L^. m.T r - J W # ^ > J ^^^-TH ^*rr-7*. •\l ."V v.-*' *>^* 'm^T'V *Ji^T= ^^-_ fV^ ...^>i .% "J -[rH'.T.^ ->^i ,•" hJ'Tji .1' - ..*r*-' ^.;.' .Jrij-"V -''1M .>-. p~i^,. , , p, VC' :ff:' -^ Jr iFiUVr ' i"' "^ ^ -. ^> ^-;^ v^//a>k&A >< "", _'^*' i^:: ^v ^^^ - 4 •'<- •^w*- ^ ^ ?/^- ^r c ^/ H i^- -59t; '^%--VP- tK .1 ft 1 --. - i ^ —r *«j ^^*;;'^^ 1^.^^',- >^' '?'. -fl,^ -^ -.h - d '-, 1^.^^-- %.^ M rt. -:^>; '^ -^.V.^TVii>^A^-^ .^'L"r*' -t .^--> :.-, P* J _1 -^* _^ *J. '^' 1'- '-J F?- - 9^ :^ >r SM i.^^',-;^^^n< U 1 _ •i^. ,*: n ^ -i"-- Af'J ^Irf ' LJ. 'y: '>).-^ _1_-Q- -^l ^imkVl ^' , - 1 i f^" "^J ^7 'f^>y ^ : L^' ^ I \\1•.n. FrJi Fig. 3. Sinkhole pond habitat of Boltonia montona in Augusta County, Virginia. Photo by Gary Fleming. P. -*j^ -ito'v^'i Fig. 4. Zone occupied by Boltonia montana along margin of "Piggyback Pond/' Warren County, New Jersey. Photo by John F.Townsend. BRILORG/SIDA 22(2) 880 which As most these H. virginicum in several altered ponds, of are in pasture. a result, ponds include a number of species with broader habitat associations such asjuncii.s cffusus, Ambrosia Phytolacca canademisj. Bidcnsjrondosa, artemcsiijolia, polylcpis, tenuis, B. J. Venwnia ischacmum, Echinochloa amcricana, Daucus novclxnacensis, Digitaria carota, among Datura stramonium, and Erigcron annuus, others. Eclipta alba, rusgalli, C New The ponds decidedly calcareous, occurring within a glaciated karst Jersey are landscape on dolomite bedrock. These sinkholes are found within the Ordivician Allen- composed town Dolomite and Beekmantown Dolomite formations, with surficial deposits may montana populations bedrock complex. In rare instances, Boltonia of a glacial till/ amount be found on glacial outwash (kettles). In all cases, the of overburden present is pond com- than (and more alkaline than) that found in the Virginia significantly less and the carbonate rocks or marl deposits are usually at or near the soil surface, plexes, providing a slightly acidic to mildly alkaline soil environment (pH 6.2-7.8 at 0-30 cm; New Walz 2001). In Jersey the presence of marl and Chara spp. are characteristic of et al. ponds the sinkhole pondshorc habitat for montana- Although soil chemistry of these B. much from Virginia examples, dramatic fluctuations in the seasonal water tabic (as differs m m New as per season Jersey) are characteristic of ponds occupied by the species in 5.5 both states. Soils in New^ Jersey are shallow silt loams, silty clay loams, silty clay, or rarely muck marl overlaying clay or bedrock. Marly or peat soils are also present in rare in- silt Deep stances and small dolomite rocks are often found on the surface (Walz et 2001). al. mad deposits often occur in the center of ponds occupied by B. montana, but as with the montana doughnut-shaped Virginia populations, Boltonid usually occurs in a distinctive zone or "ring" between the pond edge and the more frequently and deeply flooded pond center (Fig. 4). New new The community type occupied by the taxon in Jersey the Boltonia is - Symphyotrichum raccmosum - Mentha arvensis Herbaceous astcroidcs asteroidcs var. Walz com- Vegetation Asociation (Grossman et 1998; Natureserve 2005; et 2001), a al. al., G1G2 naming montana munity type that ranked by Natureserve (the of will involve B. is commu- community a concomitant change in the name). Characteristic species in this Cyperus Carcx nity type include; Asclcpias incarnata, strigosus, cryptolcpis, C. lurida, C. C Cuphea Eupa- typhina, viridula, viscosissima, Eleocharis palustris, Eragrostisfrankii, acuminatum varJasciculatumi-Pani- torium pcrjoliatumjris versicolor,Dichanthelium cunilanuginosuniy-3,r.tcnncssccnse),Panicumcapillarc,Panicumrigidulumv-3ir.pubcsccns (=Panicum Polygonum amphihium, Slum suave, the green algae Chara spp., longifolium), and ihchryophytcsHypnumlindlK'rgii,CampyliunistcUatum/^ndAm^^^^ New community which (Walzet 2001). Species in this type are rare in Jersey include: al. C C C C montana, Carcx haydenii typhina, Boltonia hcbhii, cryptolepis, C. retrorsa, and (Snyder viridula, Eleocharis quadrangulata, Eragrostisfrankii 2005). Many endemic wetland plant species are confined to habitats with widely fluctuat- ing hydroperiods, and has been suggested that the ability of these species to tolerate it such stressful conditions releases them from competition with other taxa (Knox 1997), who was Knox This aspect of the history of Helenium virginicum studied by (1997), life concluded that the ability of plants to tolerate the twin stressors of potentially toxic soils and fluctuating hydrology was rare and contributed to the species' endemism. Boltonia montana and virginicum co-occur several Virginia ponds where these adverse soil H. at pH and aluminum and have been documented, conditions (low elevated levels of arsenic) with the remainder of Virginia ponds thought to have similar soil characteristics. Data TOWNSEND AND KARAMAN-CASTRO, A NEW SPECIES OF BOLTONIA FROM THE EASTERN U.S.A. 881 New on soil relations in the Jersey ponds are incomplete, but indications high alumi- of num, and magnesium calcium, have been found and levels water erratic level fluctua- well-documented tions are there (Walz et 2001). al. NEW Addirional specimens examined: JERSEY: Sussex Co.: near Lake Grinnell, 17 Sep 1887 N.L Britton, s.n.(NY); Swarrswood Lake, 6Jul 1907, Philip Dowell 495J (GH); low swale, Brighton, 4 Sep 1910, K.K. Machcnzie 4778 (GH, NY); borders of pond E of Swartswood Lake, Aug 1911, K.K. Mackenzie 4922 (NY, PH); border of Muckshaw Pond, NW Aug K.K Springdale, 1917, Mackenzie 7986 (NY); '^SwaUowhole Pond;' 3.1 ktn E of Swartswood, 4,7 km of Newton, 3 Oct 2005 J,F Townsend 3556 (VPl NCU, CLEMS); Swartswood km N ''Duck Pond;' State Park. of 1.2 WNW km Paulinskill, 5 of Newton., 3 Oct 2005 J.F Townsend 3557 (PH, PENN); Trog Pond;' Swartswood State WNW km NNE km Park, 1.75 of Paulmskill, 5 of Newton., 3 Oct 2005J.H Townsend 3558 (NY); Tittle Frog Pond;^ WNW km NNE km Swartswood State Park, 1.75 of Paulinskill, 5 of Newton, 3 Oct 2005J.F Townsend 3559(VPI); "Spring Lake; Swartswood State Park, 3.1 km NWof Newton, 2.1 km SE of Swartswood, 4 Oct Townsend 2005,J.E W 3562 (BRIT, GMUI^ GH); northernmost "Muckshaw Ponds;' 1.6 km SW of Newton and 0.4 km of US 206, 4 Oct W J.F Townsend 3565 (MARY, WVA, "Muckshaw km SW Newton km 2005, VPI); Ponds;' 2 of and 0.6 of US 206, 4 W Oct 2005,J.E Townsend 3566 (CHRB, PH, NY); "Muckshaw Ponds," 2.75 km SW of Newton and km US 0,6 of Townsend 3569 NCU, GMUP). Warren Muddy 206,J.E (VPl, Co.: calcareous shores and Shyster Pond, 24 flats, Jul muddy 1920, K.K. Mackenzie, s.n. (NY, PH); shore of limestone sink pondjohnsonburg. 4 Oct 1981, D.B. Snyder km 551-6PH, (PH); "Piggyback Pond;' located ca. 5 NE of Blairstown and 1.6 km N of Squn-es Corner,;.^ Townsend NW 3560 (GH, CLEMS, USCH), (Warren/Sussex Co. Ime) Tour-Angle Pond," located 1.6 km of Tranquility and km 5SW 1.25 of Greendell, 3 Oct 2005 J.F Townsend 3561 (VPl). PENNSYLVANIA. Dauphin Co.: banks of the Susquehanna, near Dauphm. Aug 2 1865, C.E Parfee?; SJL (NY); Harrisburg Jul 1864, Mcirfuidtde, (PH). VIR- I.e. s.n. GINIA. Augusta Co.: Sandy wet soil, bank of South River, vie. Lipscomb, Jul 1936, L.L Carr 47 (GH); growing on 18 m bank of South River vicinity of Lipscomb, abundant Stuarts Draft area around ponds and along South River, Rawhnson 58A Kennedy LL 18 Jul 1936, E.S. (VPI); Mt. Meadow, (unintelligible) bog, 14 Sep Can] 1937, (PH); sji. moist edge of pond (open sit.), vie. Lipscomb, 5 Aug 1938, L_L. Carr 365 (GH); edge of dried up pond. Big Levels refuge, 8 Sep 1939, A.B. Massey, s.n. (VPl); Lipscomb Pond, in water, vicinity of Lipscomb, Shenandoah Valley, 8 Sep 1940, H.P. Killip, 36069 (US)] adjacent to Spring Pond, near Stuarts Draft, bottom of dried up pond, 16 Sep 1964, R. S. Freer 2841 (GH, VPI); adjacent to Spring Pond, near Stuarts Draft, bottom of dried up pond, 23 Sep 1964, R.S. Freer 2869 (VPI); edge of small pond near Spring Pond, 5 Aug 1967, A.M. Harvill 17240 (FARM, NCU); Twin Ponds, common near Sherando, in drying portions of pond, elev 1550 19 Sep 1970, CE. Stevens 2781 (VPI); dried up ft, Game pond, open area. Twin Ponds, Big Levels Management Area, 19 Sep 1970, IE Wieboldt 271 (WILLI); around margms drawdown and the areas of Spring Pond, elev 1600 26 Sep Ramsey, ft, 1970, G. R.S. Freer, R. Bruce, etal common 18260 (WILLI); in shallow water of open edge of Twin Ponds near Spring Pond, near Sherando, 1540 elev Oct CE. Wood ft, 16 1971, Stevens 4772 (VPI, WILLI); duck Pond, scattered in and around edges of shallow sink- NW pond mi hole 1.2 SE of Lipscomb, elev 1440 2 Oct 1984, CE. Stevens 19078 (FARM); Campbells Pond, mi ft, 1.7 SW N of Sherando, side of St. Rt. 634 1 mile of jet. with Sr. Rr, 610, elev 1470 ft. 6 Aug 1986, G. Fcnwick, s.n. (VPl); common m with Eriocaulon septangidare dried muddy bed of intermittent sinkhole pond CTwin Pond"), 2.3 mi W of Sherando, elev 1540 ft, 22 Sep 1991, G.P Fleming 6126 vv/ CE. Stevens (WILLI); Twin Ponds, located 2.26 ca. W mi due of Sherando, 8 Aug 2002 Townsend 2869 WILLI, Div (VPI, Va. Natural Heritage Herbarium). J.F. Relationship to Boltonia asteroides var. asteroides and caroliniana B. The morphology gross of Boltonia montaiia nearly is identical to that of B.asteroides var. m which name New asteroides, a fact explains the use of this both Virginia and Jersey for many yc-3.rs. Boltonia asteroides v^r. asteroides will be referred to as asteroides hr the B. sake of brevity in the following discussion. The montana cypselae of Boltonia are found to lack several key characteristics found namely: in B. asteroides, cypselae wings, cypselae trichomes, and pappus awns. Occasional montana plants of B. will posess cypselae with slender pappus awns that are longer than low crown may the typically of scales. In this respect, such plants have awns approach- ing the length seen in B. asteroides, but the other key features, glabrous cypselae with wings absent or vestigial, readily separate them from Fernald B. asteroides. (1940) de- rimmed scribed B.asteroides as having obovate, thick cypselae with awns wanting up or mm and New to 0.7 long apparently included the plants of northwestern Jersey in his BRIT,ORG/SIDA 22(2} 882 awn- which probably accounts his description of concept of aslcroides at that time, for B. R many Gray ManuaUFernald 1940 In specimens of t^sfc astcroidesin less s J.950). B. mostly sclenfied and whitish on either side of the midrib and almost to phyllaries are m and phyllary becoming greenish gradually the distal portion, have a relatively the tip, large, resinous midrib (1/5 to 1/4 of phyllary width) which continues to the phyllary tip. m monlana phyllaries are only sclenfied and whitened their lower half or In contrast B. becoming green and herbaceous in the distal portion. The midrib is relatively nar- less, m row phyllary width) the lower half and anastamoses in the distal half to (1/10 to 1/5 of was produce network of fine veins within the green portion of the phyllary. It at first a m m moutaua were always unlike those found assumed that the phyllaries seen B. B. but several specimens of astcroides from the Susc[uchanna River in Pennsyl- cutcroidcs. B. Whether gene morphology former represents past vania have similar phyllary to the this known. monlana convergence not exchange with character or is B. monlana and Due the strong resemblance between the cypsclae of BoJlonia B. to cawUniana, the latter species was investigated to discern other morphological similari- Other than cypselae morphology, these two taxa have few character states present. ties, if common. in and most closely Phyllaries of B();tonicK^aro/ in icina are quite dissimilar to B.m(7nt(3?i6i, white and midrib but are shorter resemble asteroides in terms of their color relative size, B. Head and and narrower than both asteroides and monlana. size, ray corolla length, B. B. than and giving pedicel diameter of B.ainVlinianti are snialler in B.cisteroiJe.s B.moiitci/ia, appearance the inflorescence of carolin iana. In addition, typical individu- a delicate to B. branched and have numerous heads. Most individuals cawliniana profusely are als of B. monlana and have few heads (often 1-25), although plants of asteroides relatively of B. B. both have been noted produce large plants with numerous heads (Karaman- species to Castro and Urbatsch 2006, see below). Such large reproductive outputs are seldom seen Ray and may be strategy sidestep adverse meterological or edaphic conditions. corol- a to carohniana, addition being smaller than those of montana, are white, las of in to B. B. monlana fading to pink or lilac in age (Anderson 1987, pers. obs.X while the rays of B. are may usually pinkish throughout the flowering period, though they also be extremely lilac to pale Most plants of montana are characterized by widely oblanceolate leaves (see Fig. B. 2). This whereas those of caroUniana arc linear to narrowly oblanceolate or Imear^obovate. B. when two compared. most evident bracteal leaves of the species are difference is montana sug- MorphologicalsimilarityofBoIUniiti to B.dsteroiJc.sandB.caro;ini6in6/ gest that montana may have arisen as a result of an ancient hybridization between the B. two Phylogenetic analyses of the internal and external transcribed spacers (ITS species. DNA montana and ETS) from the nuclear ribosomal suggested sister rclationaship of B. (Karaman-Castro with and while only distant relationship asteroides et caroJiniana, B. B. al Thus the treatment of the awnless and wingless specimens of B. asteroides as in prep.). new montana was supported by molecular However, remains unclear data. a species, B. it and between caroUniana whether montana an ancient hybridization a result of B. B. B. is asteroides. Some observations on the morphology of Boltonia montana The monlana from ascending with most individuals Boltonia varies to erect, stature of growth exhibiting the former condition (Fig. seems probable that this pattern is a 1). It response edaphic conditions in the ponds rather than genetics. For instance, observa- to ^Twin Ponds" Augusta Virginia were generally of few-flowered, ascending tions at in Co.,