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CAREX LUTEA (CYPERACEAE), A RARE NEW COASTAL PLAIN ENDEMIC FROM NORTH CAROLINA PDF

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A CAREX LUTE A RARE A (CYPERACEAE), NEW COASTAL ENDEMIC PLAIN FROM NORTH CAROLINA LEBLOND R.J. North Carolina Natural Program Heritage N 132 Road orris NC Swamboro, 28584, U.S.A. WEAKLEY A.S. North Carolina Natural Program Heritage and Department Environment, Health, Natural of Resources Box 27687 P.O. NC 27611-7687 Raleigh, U.S. , REZNICEK A.A. Michigan Herbarium University of North Building University Ml Ann Arbor, 48109, U.S.A. CRINS W.J. Natural Ontario Ministry Resources of Box 9000 P.O. CANADA POA IKO, Huntsville, Ontario, Carex lutea (section Ceratocystts) described from the outer coastal plain of so is New North Carolina. the only specie cur south of Jersey ak It is Im Atlantic Coast, and appears to be a calized endemic ofwe savannas underlam by lo^ ;t From deposits. all other species oft his section, C. lutea s distinguished by its pale i and :ulms, elongate nflorescences(4.5)5.4-25( i long with usually only one or two widely separated pi stiUate spikes below the Field surveys in 1991 by LeBlond of a R.J. i nderlain by coquina limestone deposits on the ou S]DA16(1) 1994 154 County, North Carolina disclosed an unfamiliar Carex with clear affinity to and more with the well-defined boreal section Ceratocystis, specifically the C. & complex defined by Crins Ball (1988, 1989a, 1989b). Sub- flava L. as sequent searches the plant by LeBlond and A.S. Weakley disclosed four for additional populations in Onslow and Pender counties. However, the popu- km. lations were clustered within a radius of about 4 Furthermore, only all the original population was large; the others consisted of fewer than 60 all clumps each. Diagnostic characters of the Carex complex include globose to ovoid, flava more with or approximate, short-peduncled to sessile pistillate spikes less & the perigynia spreading (the lowermost often refiexed) (Crins Ball 989b). 1 Three species of the complex, C. cryptolepis Mack., C. flava, and C. vtridula known none Michx. subsp. viridula, are from the northern coastal plain, but New & Two has been found south of northern Jersey (Crins Ball 1989b). (Andersson) additional subspecies of C. vtridula, C. viridula subsp. oedocarpa known Schmid and Schmid, from B. subsp. brachyrrhyncha (Celak.) B. are Gulf boreal habitats farther north along the Atlantic coast in the of St. found Lawrence and region in Eurasia. Several other, distinct species are elsewhere in the old world and in the temperate parts of the southern North hemisphere, but the relationships of the Carolina plants are clearly with the North American members of the C. complex. flava number Close examination of the North Carolina plant discloses a of significant points of difference from the other species of the Carex flava complex North America. The of the North Carolina plant in pistillate scales are pale yellowish-green, immediately separating from C. flava and most it subspecies of the of which are coppery or tinged with red C, viridula, scales mm The or brown. larger (up to 5.2 long), reflexed lower perigynia (5.8) may separate from those subspecies of C, viridula that have paler scales. it The North from Carolina plants can be separated the pale-scaled C. cryptolepis perigynium by its usually sparsely serrulate beaks, as well as its taller stature and longer inflorescences. North from Several features unique to the Carolina plant separate all it complex both North America and world-wide. other species in the C. flava in The North Carolina plant than any other members of the section, with taller is cm mature flowering individuals typically over 65 and reaching taller tall number up m. Even though heights of to 1.25 the plants are tall, the of pis- As spikes normally only one or two, extremely rarely three. well, the tillate is North culms inflorescences of the Carolina plants (particularly those of that much produce two pistillate spikes) are longer than any other species, the 18-41 members complex longest ranging from cm. All other of the C. flava much cm, and reaching heights of over 65 routinely pro- are shorter, rarely cm ducing 2-3 spikes shorter inflorescences 1.5-12(20) long. pistillate in Based on unique morphology, and highly North its this rare localized new Carolina plant here described is as a species. Carex lutea LeBlond, sp. nov. (section Ceratocystis). (Fig. 1) mm Styli marcesentes; stigmata Antherae 2.1-3.6 longae. 3. 3, Plants cespitose in small to large (up to 45 culms) clumps, with ca. fertile short ascending rhizomes; roots pale brown, not densely with felted root mm cm culms hairs; fertile (40)65-110(125) 0.6-0.9 wide base of tall, at lowermost more smooth spike, central, or trigonous, except apex less at where often slightly scabrous-angled, with glabrous, stramineous to pale brown cm bladeless basal sheaths. Leaves 3-7, mostly basal; blades 5.5-28 mm much long, shorter than culms, .8-3.8 wide, plicate, yellowish-green, 1 mm glabrous, the margins antrorsely scabrous, the widest 2.4-3.8 leaves mm wide; 2.5-11 more leaf sheaths long, or tightly enveloping culms, less band glabrous, green; inner of sheath glabrous, whitish-hyaline, the apex and more thin friable, irregularly concave, or less truncate, or occasionally mm slightly prolonged; ligules obtuse, 1.4-3.6 long, the portion more free mm or less entire, whitish-hyaline, to 0.7 long. Vegetative shoots 40-65(90) cm cm tall; leaves 5-11, similar to those of fertile culms but up to 65(90) mm long and 4.6 wide, more or less evergreen (at least the proximal portions cm of the blades); pseudoculms 5-13 Inflorescences (4.5)5.4-25(41) ca. tall. cm with long, all spikes quite separate, the lowest 2 pistillate spikes (if cm present) (1.6)4.5-18(33) distant; spikes single nodes, ascending; at cm lowermost spikes with peduncles 0.4-4.5(16.5) long, the uppermost spike peduncles smooth and more pistillate sessile; terete proximally, or less and trigonous serrulate-angled distally; lowermost bracts usually reflexed when cm (except subtending long-peduncled with 5-2 blades long spikes), 5 mm cm and 1.2-2.5 wide and sheaths (0)0.2-4 long, 0.5-1.3(1.9) times as much long uppermost as the inflorescence, the bracts also reflexed, bur reduced. Spikes 2-3(4), the terminal staminate (very rarely with an addi- tional small, accessory staminate spike the at base), lateral pistillate (very mm 7- rarely with a small staminate apex up to 8 long). Terminal spikes (9) 1 mm mm 39 long, 1.4-2.5 wide, 45-90-flowered, peduncles (0.3)1- ca. 2)cm 6(10. long, (0.1)0.7-2. 5(5.1) times as longas the spikes. Lateral spikes mm cm 8-11 0.7-2.7 long, wide, globose to ellipsoid or short-cylindric. s LeBlond, Weakley, Reznicek, CRINS, Carex 157 lutea mm mm densely 15-60-flowered. Pistillate scales 2.1-3.3 long, 0.9-1.3 more wide, lanceolate to narrowly ovate, obtuse to or acuminate, less glabrous, pale yellowish-green with a green center and wide hyaline (sometimes stramineous-tinged) margins and apex, 1 -nerved, almost totally mm concealed by the crowded perigynia. Staminate scales 2.9-5.6 long, mm 1.2-1.9 wide, narrowly obovate narrowly oblong, obtuse to to acute, glabrous, stramineous to pale brown with a green center and wide hyaline mm margins and apex, l(3)-nerved. Perigynia (3.5)3.9-5.2(5.8) long, 1.4- mm 2.2 wide, spreading, strongly outcurved and squarrose in the spikes, the lowermost strongly somewhat and asymmetri- reflexed, inflated, irregularly cally trigonous with convex, obovate sides, glabrous, bright yellow proxi- mally, pale yellowish-green distally, short-stipitate and tapered to the base, much 7-13-nerved with two nerves more prominent than the con- rest, mm tracted into a strongly deflexed beak; beaks 1.4-2.2 long, finely and sparsely serrulate or sometimes smooth, green, the apex bidentulate with mm mm mm teeth 0.2-0.5 long. Achenes 1.4-1.9 long, 1.2-1.5 wide, trigonous with flat to slightly concave, strongly obovate sides, essentially truncate brown, withering; stigmas Anthers apically, sessile. Styles 3. 3, SW UNITED Hwy North Type: STATES. Carolina. Pender Co.: of N.C. 50, ca. 1,8 mi NNW WofOnslowCo. Rd line, ca. 11 mi of Holly Ridge. S of secondary 1532,0.85 mi SW Hwy May of N.C. 50, "Lamer Quarry Savanna," 20 1993, A.A. Reznicek 8942 with S.A. & Some MICH; BRIT/SMU, GA, Rezmcek. LeBlond B.A. (holotype: FLAS, isotypes: R.J. NCU, VDB, TAES, us, herb. C.T. Bryson). NORTH CAROLINA. Onslow NE Addirional specimens examined: Co.: side N.C. NNW Hwy May 50, ca. 10.4 mi of Holly Ridge, "Powerline Savanna," 20 1992, A.A. & 8954 (MICH, Pender Reznicek with S.A. Rezmcek, LeBlond, B.A. Sorrie VPI). Co.: R.J. SW Hwy NC Lanier Quarry Savanna, S of secondary road 1532 0.85 mi of 50, Apr 1990, 1 1 May LeBlond 1188 (NCU); 24 Apr LeBlond 1983 (NCU); 22 1991, RJ- 1991, R.J. R-J- LeBlond 2056 (MICH, NCU); 27 Jun LeBlond 2267 (NCU); 20 Apr 1991, RJ. 1992, R.J. LeBlond 2723 (NCU); Sandy Run Savanna along Hunt Club Rd miS;ofHwyNC50, ).5 ( May & D.lmiNofHwy 12 1992. A.S. Weakley LeBlond .«.(NCU);WarkinsSaLvanna, R.J. 1 , .5miWoftheOnslowCo.li May & N.C. 50ca. ne, 12 1992, A.^ Weakley R.J LeBlond . NNW ,r,«,(NCU);N sideN.C.Hwy50,ca.lmiW^ofOnslowCo.line,ca .11.5m of Holly a May Ridge, "Waclcms Savanna," 20 1992 A.A. Rezmcek 8949 with A. Reznicek, S.. R.J. , &B.. (MICH, USCH). LeBlond Sorrie \. DISCUSSION & In the key to the Carexflava complex in Crins Ball 989b), C. lutea keys (1 closest to C. cryptolepis because of its pale, yellowish-green scales, narrow and The leaves, perigynia of similar size. overall yellowish-green color of C. C lutea also similar to that of Insertion of the following couplet is cryptolepis. in place of the lead of couplet however, will complete the key, and first 3, Irom allow easy separation ot C. lutea C. cryptoLepis. times as long as the inflorescence; staminate spike peduncles mostly 0.7-2.5 mm perigynium times long the staminate spikes; achenes 1.2-1.5 wide; as as beaks often sparsely serrulate C. lutea as long as the inflorescence; staminate spike peduncles 0.2-0.5 times as long C. cryptolepis Although Carex lutea keys with C. cryptolepis due to its pale scales, its most elongate inflorescence similar in aspect to that of C. vindula subsp. is and brachyrrhyncha var. elatior{^ch.\td\.) Crins (C. lepidocarpa Tausch), a boreal subarctic taxon of highly calcareous, open wetlands in the Gulf of St. Lawrence region and Europe. Carex most obviously from lutea differs C. and viridula subsp. brachyrrhyncha var. elatior in plant size, inflorescence size, paler The two taxa can be separated by the following couplet. scales. Pistillate scales pale yellowish-green, nearly the same color as the perigynia 1. and thus inconspicuous; culms 65-1 10(125) cm; longest inflorescences tallest among brown Pistillate scales with coloration, conspicuous the greenish to 1. yellowish perigynia; culms (10)20-60(85) cm; longest inflorescences tallest cm 2-12(18) long vindula subsp. brachyrrhyncha C. var. elatior In addition to the scale color and size differences, Carex lutea differs from C. viridula subsp. brachyrrhyncha var. elatior in inflorescence proportions. In C. lutea, the bracts of the lowest pistillate spikes are shorter than or equalling the inflorescence and most staminate spikes are shorter than their peduncles. In C. viridula subsp. brachyrrhyncha var. elatior, the bracts of the lowest pistillate spikes often equal or exceed the inflorescence and most staminate spikes are longer than their peduncles. Because of the great variability in number these proportions due to differences in the of pistillate spikes in the and depending on inflorescence the considerable plasticity of inflorescences modest the vigor of the plants, there overlap in these proportions, is them rendering unsuitable as key characters. Carex lutea also has proportion- ately narrower leaves than C. viridula subsp. brachyrrhyncha var. elatior. Although a significantly shorter plant than C. lutea, the widest leaves of C. mm viridula subsp. brachyrrhyncha var. elatior range up to 5.6 whereas those mm most Other of C, lutea are at 4.6 wide. differences include the larger mm C much which up staminate spikes of lutea, are to 39 long, larger than mm maximum and the of 25 in C. viridula subsp. brachyrrhyncha var. elatior, mm perigynia up long whereas those of larger to 5.2(5.8) in C. lutea C. mm up viridula subsp. brachyrrhyncha var. elatior are only to 4.2 long. It tempting to suggest that the character of pale scales, which uniquely is defines the two North American endemics, C. cryptolepis and C. lutea, indi- LeBlond, Weakley, Reznicek, Crins, Carex 159 lutea cates a close relationship. However, until genetic, breeding system, and micromorphological evidence comparable to that available for the other taxa known for C. lutea, statements of putative relationship are speculative. is when Nevertheless, a character compatibility analysis was run with C. lutea Crms added to the data matrix of 990), C. lutea consistently clustered with ( 1 Although (unpublished genetic and micromorphological C. cryptolepis data). and data are not yet available for C. lutea, can be recognized readily it The ecology of C. lutea quite distinctive within the section; not is surprisingly, since its occurrence is so far removed from all the other species. All the occur sandy overlying coquina limestone and sites in soils deposits, the species shows a preference for the ecotone between the longleaf pine swamp savanna and nonriverine communities. from Lanier forest Soil a pH pH Quarry microsite for C. lutea had a of 5.6. This similar to levels is recorded Thalictrum H.E. Ahles microsites the Lanier Quarry at cooleyi at Savanna. Thalictrum the most frequent of and cooleyi associate C. lutea, is is similarly restricted in distribution. Soils not supporting T. cooleyi at the pH Lanier Quarry regularly lower site test at levels. Most Carex lutea plants occur in the partially to moderately densely tree shaded savanna-swamp ecotone, with scattered shrubs and a moderate to dense herb layer. The savanna-swamp ecotone subject to occasional to is frequent which favor a herbaceous ground layer and suppress shrub fires dominance. Carex lutea a subdominant to patch dominant at two of the five is known sites. Occurrences are densest in areas of partial to moderate tree shading with an absence of a shrub understory. Frequent associates include Taxodium ascendens Brongn., Liriodendron Acer rubrum Myrica tulipifera L., L., Thalictrum Carex cerifera L. var. cerifera, cooleyi, Aletris farinosa L., lonchocarpa Osmunda Willd., regalis L. var. spectabilis (Willd.) A. Gray, Physostegia purpurea and Michx. (Walter) Blake, Parnassia caroliniana S.F. Though might the height oi Carex lutea suggests that be easily found, it the plants are slender, occur in areas with substantial graminoid cover, and, may except for one are rare and localized. Thus, a colony remain quite site, inconspicuous, even in fruit. This suggests the possibility that additional coastal plain, though the association with narrowly endemic species in an may unusual habitat suggests that C. lutea be a highly localized species. The occurrence of a localized disjunct species of the boreal Carex flava complex on the outer coastal plain of North Carolina quite striking. This is km known constitutes a disjunction of about 750 from the nearest popula- members com- tions of other of sect. Ceratocystis. In Eurasia, species of this The plex occur south Spain, Morocco, Turkey, and most sub- as far as Iran. among stantial range separation close relatives in Europe that between C. is & vlridula subsp. brachyrrhyncha vars. elatior and nevadensis (Boiss. Reut.) Crins from southeastern France southern Spain 800 km). to (ca. The type locaHty of Carex Lanier Quarry Savanna, and the other lutea, locations where has been found are ecologically highly unusual and phyto- it geographically notable. The combination of open conditions under- fairly Over lain by a calcareous substrate very rare on the Atlantic coastal plain. is 26 regarded North Carolina by the Natural Heritage species as rare in state Program are found at the Lanier Quarry site. Nine of these are listed as endangered, threatened or candidate species by the U.S. Fish and Wildlife Many service. of these rare plants have very restricted distributions, either The being endemic to small areas or with highly scattered occurrences. of these taxa are variable, but include connections to the calcareous affinities savannas of the Gulf Coast alkaline marshes of the Atlantic tidewater, states, and Appalachian and calcareous glades, barrens, prairies of the region, New pinelands of the Carolinas and southern Most notable the are Jersey. two endemic species closely associated with Carex Thalictrum lutea, cooleyi and an undescribed species oi Allium. Thalictrum endemic to about cooleyi is a dozen sites, all savanna margins in sites underlain by calcareous deposits, North and in Carolina, Georgia, Florida. has the highest ploidy level It known (30x more in the genus at2n = 2 suggesting derivation from a 10), its The widespread northern and inland species such as revolutum (Park 992). T. 1 undescribed Allium related to the widespread inland species A. cernuum is Roth and A. stellatum Ker and known from only four of them shared 5 sites, is with C. lutea. calcareous deposits have evidently served as a small archipelago of phytogeo- graphic islands for species poorly adapted to present conditions on the southeastern coastal plain. seems likely that Carex lutea a narrowly It is may distributed, very rare endemic. It reflect a southern extension of the C. flava complex during the Pleistocene glaciation, followed by isolation in a few suitable sites and speciation. Alternatively, C. lutea could represent the relictual occurrence of a formerly more widespread and older species in the C/^m complex. We North Carolma The Natu are grateful to the chapter of providing funding systematic survey of the of for for a flora it which new preserve, resulted in the discovery of this specie LeBlond, Weakley, Reznicek, Crins, Carex lutea Crins, WJ. and W. Ball. 988. Sectional limits and phylogenetic considerations P. 1 section Ceratocystis (Cyperaceae). Brittonia 40:38-47. North America and northern Eurasia. Numerical taxonomy and character analy I. 67:1032-1047. Bot. J. Crins, W.J. and P.W. Ball. 1989b. Taxonomy of the Carex complex (Cyperj fiava 1065. A M.M. Park, 1992. biosystematic study oiThalictrum section Leucocoma (Ranunci

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