Corylus , Carpinus , and Palaeocarpinus (Betulaceae) from the Middle Eocene Klondike Mountain and...

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807 Int. J. Plant Sci. 164(5):807–822. 2003. 2003 by The University of Chicago. All rights reserved. 1058-5893/2003/16405-0013$15.00 CORYLUS, CARPINUS, AND PALAEOCARPINUS (BETULACEAE) FROM THE MIDDLE EOCENE KLONDIKE MOUNTAIN AND ALLENBY FORMATIONS OF NORTHWESTERN NORTH AMERICA Kathleen B. Pigg, 1 Steven R. Manchester, and Wesley C. Wehr Department of Plant Biology, Box 871601, Arizona State University, Tempe, Arizona 85287-1601,U.S.A.; Florida Museum of Natural History, P.O. Box 117800, University of Florida, Gainesville, Florida 32611-7800, U.S.A.; and Burke Museum of Natural History and Culture, Box 353010, University of Washington, Seattle, Washington 98195-3010, U.S.A. Coryloid reproductive remains (Betulaceae, subfamily Coryloideae) are documented from the middle Eocene Republic flora of northeastern Washington State and the Princeton flora of southern British Columbia. The oldest confirmed examples of two modern genera, Corylus johnsonii Pigg, Manchester & Wehr sp. nov., and Carpinus perryae Pigg, Manchester & Wehr sp. nov., are reported from the Republic flora, and three new species of the extinct genus Palaeocarpinus, Palaeocarpinus barksdaleae Pigg, Manchester & Wehr sp. nov., Palaeocarpinus stonebergae Pigg, Manchester & Wehr sp. nov., and Palaeocarpinus dentatus (Penhallow) Pigg, Manchester & Wehr comb. nov., are described from Republic, Washington; Princeton, British Columbia; and Stump Lake, British Columbia, respectively. Corylus johnsonii resembles three extant Asian species: Corylus wangii, Corylus ferox, and Corylus heterophylla. Involucres of this fossil species vary from being highly dissected and spiny like C. wangii and C. ferox to more laminar like C. heterophylla. This similarity is interesting because C. ferox and perhaps also C. wangii are members of section Acanthochlamys, thought to be basal within the genus. Carpinus perryae has asymmetric leaflike bracts that partly enclose an ovate nutlet and, thus, fits within the extant Carpinus subgenus Carpinus, a group with Asian, European, and North American affinities today. Palaeocarpinus, thought to be basal within the Coryloideae, is reported from several Eocene localities in the Okanogan Highlands. These occurrences demonstrate that this primarily Paleocene, extinct genus extended into the Eocene in western North America as it did in Asia. Associated staminate catkins containing coryloid pollen and Corylus-like leaves also occur at Republic along with P. barksdaleae. The presence in the Okanogan Highlands floras of a suite of coryloid plants including both extinct and extant genera demonstrates that, like the birch subfamily Betuloideae, the subfamily Coryloideae was also a significant and diverse group in western North America during the middle Eocene. Keywords: Betulaceae, Carpinus, Coryloideae, Corylus, Palaeocarpinus. Introduction The Betulaceae is a primarily Northern Hemisphere tem- perate family that includes the birches (Betula), alders (Alnus), hop hornbeams (Ostrya), ironwoods (Carpinus), hazelnuts (Corylus), and the Chinese endemic shrub, Ostryopsis (Mab- berley 1990). The six extant genera are traditionally placed in two subfamilies, the Betuloideae (Alnus, Betula) and Corylo- ideae (Carpinus, Corylus, Ostrya, Ostryopsis), a phylogenetic organization that has been strongly supported by recent studies on the basis of rbcL, ITS, morphology, and various combined data sets (Bousquet et al. 1992; Savard et al. 1993; Chen et al. 1999; Whitcher and Wen 2001; Yoo and Wen 2002). Extant genera of the Coryloideae are further divided into the tribes Coryleae (Corylus) and Carpineae (Carpinus, Ostrya, Os- tryopsis; Chen et al. 1999). The family has an extensive fossil record in the Tertiary and 1 E-mail [email protected]; current address: School of Life Sciences Faculty and Administration, Arizona State University, P.O. Box 874501, Tempe, Arizona 85287-4501, U.S.A. Manuscript received January 2003; revised manuscript received May 2003. is of particular interest as an important component of recent vegetation throughout the Northern Hemisphere. Whereas the earliest reports of the family consist of pollen referred to the genera Alnus and Betula from the Santonian/Campanian of North America and Japan (Takahashi 1974; Jarzen and Norris 1975; Miki 1977), infructescences and fruits diagnostic of these extant genera are not confirmed before the Eocene. The origin and diversification of extant genera is best documented by megafossils from the Early Tertiary (Crane 1989; Chen et al. 1999; Manchester 1999; Whitcher and Wen 2001). During this time, we see the earliest known occurrences of most mod- ern genera and the presence of several extinct forms including Palaeocarpinus, Asterocarpinus, Coryloides, and Cranea, gen- era that appear to occupy a variety of basal and intermediate evolutionary positions within the Coryloideae. Cranea, from the Paleocene of western North America, bears similarities to the extant Chinese endemic genus Ostryopsis (Manchester and Chen 1998). The Late Eocene to Oligocene Asterocarpinus, also from western North America, resembles Carpinus and Ostrya in some features but has a unique radiating, multilobed, involucral wing (Manchester and Crane 1987). Palaeocarpinus is a widespread, primarily Paleocene genus of western North

Transcript of Corylus , Carpinus , and Palaeocarpinus (Betulaceae) from the Middle Eocene Klondike Mountain and...

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Int. J. Plant Sci. 164(5):807–822. 2003.� 2003 by The University of Chicago. All rights reserved.1058-5893/2003/16405-0013$15.00

CORYLUS, CARPINUS, AND PALAEOCARPINUS (BETULACEAE) FROMTHE MIDDLE EOCENE KLONDIKE MOUNTAIN AND ALLENBY

FORMATIONS OF NORTHWESTERN NORTH AMERICA

Kathleen B. Pigg,1 Steven R. Manchester, and Wesley C. Wehr

Department of Plant Biology, Box 871601, Arizona State University, Tempe, Arizona 85287-1601, U.S.A.; Florida Museum of Natural History,P.O. Box 117800, University of Florida, Gainesville, Florida 32611-7800, U.S.A.; and Burke Museum of Natural

History and Culture, Box 353010, University of Washington, Seattle, Washington 98195-3010, U.S.A.

Coryloid reproductive remains (Betulaceae, subfamily Coryloideae) are documented from the middle EoceneRepublic flora of northeastern Washington State and the Princeton flora of southern British Columbia. Theoldest confirmed examples of two modern genera, Corylus johnsonii Pigg, Manchester & Wehr sp. nov., andCarpinus perryae Pigg, Manchester & Wehr sp. nov., are reported from the Republic flora, and three newspecies of the extinct genus Palaeocarpinus, Palaeocarpinus barksdaleae Pigg, Manchester & Wehr sp. nov.,Palaeocarpinus stonebergae Pigg, Manchester & Wehr sp. nov., and Palaeocarpinus dentatus (Penhallow) Pigg,Manchester & Wehr comb. nov., are described from Republic, Washington; Princeton, British Columbia; andStump Lake, British Columbia, respectively. Corylus johnsonii resembles three extant Asian species: Coryluswangii, Corylus ferox, and Corylus heterophylla. Involucres of this fossil species vary from being highlydissected and spiny like C. wangii and C. ferox to more laminar like C. heterophylla. This similarity is interestingbecause C. ferox and perhaps also C. wangii are members of section Acanthochlamys, thought to be basalwithin the genus. Carpinus perryae has asymmetric leaflike bracts that partly enclose an ovate nutlet and,thus, fits within the extant Carpinus subgenus Carpinus, a group with Asian, European, and North Americanaffinities today. Palaeocarpinus, thought to be basal within the Coryloideae, is reported from several Eocenelocalities in the Okanogan Highlands. These occurrences demonstrate that this primarily Paleocene, extinctgenus extended into the Eocene in western North America as it did in Asia. Associated staminate catkinscontaining coryloid pollen and Corylus-like leaves also occur at Republic along with P. barksdaleae. Thepresence in the Okanogan Highlands floras of a suite of coryloid plants including both extinct and extantgenera demonstrates that, like the birch subfamily Betuloideae, the subfamily Coryloideae was also a significantand diverse group in western North America during the middle Eocene.

Keywords: Betulaceae, Carpinus, Coryloideae, Corylus, Palaeocarpinus.

Introduction

The Betulaceae is a primarily Northern Hemisphere tem-perate family that includes the birches (Betula), alders (Alnus),hop hornbeams (Ostrya), ironwoods (Carpinus), hazelnuts(Corylus), and the Chinese endemic shrub, Ostryopsis (Mab-berley 1990). The six extant genera are traditionally placed intwo subfamilies, the Betuloideae (Alnus, Betula) and Corylo-ideae (Carpinus, Corylus, Ostrya, Ostryopsis), a phylogeneticorganization that has been strongly supported by recent studieson the basis of rbcL, ITS, morphology, and various combineddata sets (Bousquet et al. 1992; Savard et al. 1993; Chen etal. 1999; Whitcher and Wen 2001; Yoo and Wen 2002). Extantgenera of the Coryloideae are further divided into the tribesCoryleae (Corylus) and Carpineae (Carpinus, Ostrya, Os-tryopsis; Chen et al. 1999).

The family has an extensive fossil record in the Tertiary and

1 E-mail [email protected]; current address: School of Life SciencesFaculty and Administration, Arizona State University, P.O. Box874501, Tempe, Arizona 85287-4501, U.S.A.

Manuscript received January 2003; revised manuscript received May 2003.

is of particular interest as an important component of recentvegetation throughout the Northern Hemisphere. Whereas theearliest reports of the family consist of pollen referred to thegenera Alnus and Betula from the Santonian/Campanian ofNorth America and Japan (Takahashi 1974; Jarzen and Norris1975; Miki 1977), infructescences and fruits diagnostic ofthese extant genera are not confirmed before the Eocene. Theorigin and diversification of extant genera is best documentedby megafossils from the Early Tertiary (Crane 1989; Chen etal. 1999; Manchester 1999; Whitcher and Wen 2001). Duringthis time, we see the earliest known occurrences of most mod-ern genera and the presence of several extinct forms includingPalaeocarpinus, Asterocarpinus, Coryloides, and Cranea, gen-era that appear to occupy a variety of basal and intermediateevolutionary positions within the Coryloideae. Cranea, fromthe Paleocene of western North America, bears similarities tothe extant Chinese endemic genus Ostryopsis (Manchester andChen 1998). The Late Eocene to Oligocene Asterocarpinus,also from western North America, resembles Carpinus andOstrya in some features but has a unique radiating, multilobed,involucral wing (Manchester and Crane 1987). Palaeocarpinusis a widespread, primarily Paleocene genus of western North

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Fig. 1 Map of the Okanogan Highlands region. Numbers indicat-ing localities are listed in table 1.

America, Asia, and Europe that combines coryloid charactersrepresentative of both tribes, Coryleae and Carpineae, indi-cating its possible basal and/or ancestral position in coryloidevolution (Crane 1981; Chen et al. 1999; Manchester 1999).

In recent years, studies of Paleogene fossils have greatly in-creased our knowledge of the early fossil history of both sub-families of the Betulaceae. Co-occurring betulaceous infruc-tescences, fruits, staminate catkins, pollen, and leaves areknown from a number of localities in Europe, Asia, and west-ern North America. Whereas coryloid leaf and pollen remainsfrom different sites tend to be quite similar, fossil fruits providethe most diagnostic characters that delimit both extinct andextant genera. Floras of the middle Eocene Okanogan High-lands contain several coryloid taxa including both fertile andvegetative remains. Some of these have been previously illus-trated (Crane 1989; Wehr and Hopkins 1994; Wehr 1995;Pigg and Wehr 2002) and mentioned in reviews (Wehr 1994;Wehr and Manchester 1996; Chen et al. 1999; Manchester1999; Whitcher and Wen 2001), but the taxa have not beenformally named. In this contribution, we describe five speciesof fruits and document an associated staminate catkin, all cor-responding to the subfamily Coryloideae (Betulaceae) from themiddle Eocene Republic flora of northeastern WashingtonState and related sites in British Columbia. The new taxa in-clude Corylus johnsonii sp. nov. and Carpinus perryae sp. nov.from the Republic flora, which are the oldest known occur-rences of these two living genera. Palaeocarpinus is representedby three new species, Palaeocarpinus barksdaleae sp. nov. fromRepublic; Palaeocarpinus stonebergae sp. nov. from Princeton,British Columbia; and Palaeocarpinus dentatus comb. nov.from Stump Lake, British Columbia, demonstrating that thisextinct genus known best from the Paleocene persisted intothe Eocene of western North America.

Material and Methods

The specimens described herein are from several sites in andnear Republic, Washington (Klondike Mountain Formation);Princeton, British Columbia, Canada (Allenby Formation);and four additional sites in British Columbia (fig. 1; table 1).From 40Ar to 39Ar dating, the Klondike Mountain Formationin the Republic district is 50–49 Ma (B. Berger, written com-munication, 1992). The Allenby Formation and other occur-rences in British Columbia are also of Eocene age (Crane andStockey 1987; Stockey and Manchester 1988; Archibald andMathewes 2000). Other constituents of these floras have beentreated separately (e.g., Wolfe and Wehr 1987; Wehr and Hop-kins 1994). The Stump Lake locality was collected in the late1800s by the Canadian Geological Survey (Dawson 1890; Pen-hallow 1908). One specimen is housed in the Redpath Mu-seum, McGill University, Montreal, Canada, and was reex-amined by one of us (K. B. Pigg). Two additional incompletespecimens from Stump Lake were photographed by one of us(S. R. Manchester) at the Canadian Geological Survey in Ot-tawa. Leaves of apparent coryloid affinity occur at most ofthese localities (Wehr and Hopkins 1994, their fig. 1), but thereremains uncertainty as to which kinds of leaves correspond toeach of the fruit types treated here, and we consider them tobe outside the scope of our present investigation.

Megafossil specimens were degaged for critical features and

photographed with reflected light using low-angle light to en-hance fine details. Pollen was recovered from catkins by re-moving small fragments of carbonaceous material, cleaning inHCl and HF, and washing in water. Pollen was maceratedgently by placing a drop of ammonia into water containingthe fragments while observing them with a dissecting micro-scope. As the opaque material cleared, in ca. 30 s, more waterwas added to stop the reaction. Specimens were washed inwater until neutral pH, were prepared by standard techniques,and were mounted on slides for light microscopy and on stubsfor SEM. Digital images were processed using Adobe Pho-toshop 7.0.

Specimens are housed at the Burke Museum of Natural His-tory and Culture, Seattle, Washington (UWBM); Stonerose In-terpretive Center, Republic, Washington (SR); Florida Museumof Natural History, Gainesville, Florida (UF); Redpath Mu-seum, McGill University, Montreal, Quebec, Canada (RM);and the Canadian Geological Survey, Ottawa, Ontario, Can-ada (GSC).

Systematics

Family—Betulaceae

Genus—Corylus L.

Type Species—Corylus avellana L.

Corylus johnsonii Pigg, Manchester et Wehr, sp. nov.(figs. 2A–2J, 3A–3L, 4A–4H)

Specific diagnosis. Infructescence bearing two to threenuts, more or less terminal on stout peduncle; nut ovoid toalmost circular in outline, 8–17 mm in diameter, surroundedby involucre of two bracts; involucre up to 20 mm long and17 mm wide, entire at base, not obviously parted for basal

of its length, divided distally into lobes for distal of2/3 1/3

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Table 1

Distribution of Coryloid Fruits among Eocene Localities of the Okanogan Highlands, Washington, and British Columbia

LocalityCorylusjohnsonii

Carpinusperryae

Palaeocarpinusbarksdaleae

Palaeocarpinusstonebergae

Palaeocarpinusdentatus

Palaeocarpinussp.

1. Corner Lot, Republic, Washington,UWBM locality A0307 X

2. Boot Hill, Republic, Washington,UWBM locality B4131 X X

3. Knob Hill, Republic, Washington,UWBM locality B2737 X X

4. Gold Mountain, Republic, Washington,UWBM locality B5077 X

5. Resner Canyon, Washington, UWBMlocality B1795 X

6. Golden Promise Mine, Republic,Washington, UWBM locality B4876 X

7. Corkscrew Mountain, Washington,UWBM locality B6494 X

8. Coalmont Bluffs, Princeton, BritishColumbia, UWBM locality B3264 X

9. Thomas Ranch, Princeton, BritishColumbia, UWBM locality B4294 X

10. Quilchena, British Columbia(Archibald and Mathewes 2000) X

11. Stump Lake, British Columbia(Penhallow 1908) X

12. Horsefly, British Columbia (Stockeyand Manchester 1988) X

13. Smithers, British Columbia, UWBMlocality B1690 X

Note. See figure 1 for locations on map.

its length, subsidiary lobes sometimes present, bracts coveredwith small spines 1–2.5 mm long, irregular, sometimesbranched; bract venation of numerous parallel veins that divideand occasionally fuse in bracts and extend into lobes. Fruitwall composed of elongate fiber-like anastomosing sclereids.

Derivation of specific epithet. The specific epithet, john-sonii, is proposed in honor of Kirk R. Johnson, for his rec-ognition of the significance of the Republic flora and faunaand his vigorous collecting and ongoing involvement in itsdevelopment.

Holotype. SR 98-1-2A&B (fig. 2A).Paratypes. SR 99-8-33 (fig. 2B); UWBM 77714 (fig. 2C);

SR 96-2-2 (figs. 2D, 3L); UWBM 78140A (fig. 2E; fig. 4A,4E); SR 99-5-5 (fig. 2F); SR 98-9-4 (fig. 2G); UF18152-26084(figs. 2H, 4D); UWBM 96135A (fig. 2I); SR 93-8-13 (fig. 2J);UWBM 94591 (fig. 3A; fig. 4B, 4G); SR 97-4-4A (figs. 3B,4C); SR 94-4-6 (fig. 3C); SR 96-11-24 (fig. 3D, 3G); UWBM95515 (fig. 3E); UWBM 71062A (figs. 3F, 4H); SR 99-5-21B(fig. 3H); SR 99-7-10 (fig. 3I, 3J); UWBM 26040A (figs. 3K,4F). Not figured: UWBM 54977; UWBM 77688; UWBM77711; SR 93-13-11; SR 96-1-1; SR 96-9-21; SR 96-11-31;SR 96-12-16; SR 99-11-18; SR 00-1-1; UF 32042, 32041,26084.

Type locality. Corner Lot (10th and Clark streets), Re-public, Washington (A0307 B).

Age and stratigraphy. Middle Eocene Klondike MountainFormation, 50–49 Ma.

Results. The description of Corylus johnsonii is based on

34 specimens found at the Corner Lot and Boot Hill localitiesof the Republic flora (table 1). The specimens include 12 in-fructescences with attached involucres containing either nutsor casts of nuts (fig. 2A–2D, 2F, 2G; fig. 3A, 3E, 3I), 14involucres (fig. 2E, 2I, 2J; fig. 3B–3D, 3F, 3G), and eightisolated specimens of paired or individual nuts (fig. 3H, 3K;fig. 4F). These specimens show an intergradational sequencein shape and dissection of involucral lobes from only some-what spined (fig. 3B, 3C, 3F) to those with an extensive net-work of lateral spines (fig. 2A–2H, 2J; fig. 3D, 3E; fig. 4A).Involucral lobes also range in appearance from thin and leafywith well-preserved venation (figs. 3F, 4H) to others that areconsiderably thicker with obscure veins (fig. 2A, 2B; fig. 3B;fig. 4C). Specimens are fractured at different levels. Some showthe outer surface of the involucre bracts (fig. 2A, 2B, 2J; fig.3B; fig. 4C), and others show a subsurface layer through thebract revealing a helically arranged pattern of spinelike pro-tuberances, probably the points of spine attachment (figs. 3A,4B). In other specimens, the nut surface is exposed and appearsrelatively smooth with longitudinal lines (fig. 2A; fig. 3C, 3I,3K; fig. 4F). Still other specimens are fractured or abraded toreveal subsurface layers of the pericarp, which appears to becomposed of elongate, somewhat anastomosing fiber-like scler-eids (fig. 3L). Other specimens may represent molds of thefruits that have filled with sediment casts showing the initialshape of the replaced fruit. Many specimens show a combi-nation of different layers.

The most complete specimens are infructescences composed

Fig. 2 Corylus johnsonii sp. nov. infructescences from Corner Lot and Boot Hill, Republic, Washington, to show range of variation. A–E,#1.5. F–J, #1.8. A, Holotype specimen showing paired involucres on long peduncle. Note smooth surface of nut (top) and multilobed, spinydissected involucre (bottom) and position of lateral scars (arrow), photograph inverted, SR 98-1-2A. B, Paired, highly dissected involucres onpeduncle, SR 99-8-33. C, Single involucre attached to peduncle, UWBM 77714. D, Specimen showing details of involucre containing nut andlong peduncle, SR 96-2-2. E, Specimen with highly dissected involucre (left) and nut (right). Note long peduncle, probably originally in attachment(arrow), UWBM 78140A. F, Highly dissected involucre attached to peduncle, SR 99-5-5. G, Paired involucres with highly dissected surface, SR98-9-4. H, Involucre with forked spines (left), UF18152-26084. I, Involucre showing three major lobes, UWBM 96135A. J, Paired involucreswith primarily simple spines, SR 93-8-13.

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Fig. 3 Corylus johnsonii sp. nov. involucres on peduncles, individual involucres, and paired and isolated nuts to show variation. A–F, #1.8.A, Infructesence showing paired involucres in attachment to stout peduncle. Note attachment scar (arrow), UWBM 94591. B, Involucre showingfive lobes covered with spines, SR 97-4-4A. C, Two nuts partly contained in paired involucres, SR 94-4-6. D, Involucre subtended by longpeduncle, probably originally in attachment, SR 96-11-24. E, Paired nuts in involucres attached to peduncle, UWBM 95515. F, Involucre withrelatively smooth outline and laminar lobes, showing only a few spines (arrow), UWBM 71062A. G, Higher magnification of specimen illustratedin D after further degagement, showing remnants of style, SR 96-11-24, #6.2. H, Isolated nut, SR 99-5-21B, #1.8. I, Paired nuts on peduncle.Note nut surface on left and small leafy appendages, SR 99-7-10, #1.8. J, Detail of leafy structure on peduncle in I, SR 99-7-10, #2.3. K,Detail of attachment scar from fig. 2D, SR 96-2-2, #2.8. L, Detail of nut surface from fig. 2D, #10.6.

of paired, attached involucres containing nuts and borne ona stout peduncle 1.3 mm wide and incomplete but at least 4.4cm long (fig. 2A, 2D, 2F; fig. 3A, 3E, 3I). Two specimens havepaired involucral heads positioned above the peduncles onwhich they were probably attached (figs. 2E, 3D). On severalspecimens, there is a pair of lateral scars preserved ca. 8–23

mm below the attached fruits (figs. 2A, 3A, 4G). One specimenshows a pair of small leafy appendages attached at a com-parable position (fig. 3I, 3J). These might be the primary bractsof each cymule, whereas the involucres are hypothesized to bederived from fused tertiary bracts or fused tertiary plus sec-ondary bracts. Most specimens consist of paired involucres

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Fig. 4 Corylus johnsonii sp. nov. detail. A, Higher magnification of fig. 2E showing detail of involucre, UWBM 78140A, #2.5. B, Highermagnification of fig. 3A showing detail of involucre heads and helically arranged spinelike pattern on subsurface of involucre (left), UWBM94591, #2.4. C, Higher magnification of fig. 3B showing vertical stripes on body of involucre, SR 97-4-4, #1.8. D, E, Detail of spines oninvolucre bodies. Higher magnification of fig. 2H and 2E, respectively, UF18152-26084, #5.3. F, Higher magnification of specimen in fig. 2Dand fig. 3K showing detail of attachment scar on surface of nut, UWBM 26040A, #3. G, Detail of fig. 3A showing peduncle with attachmentscar (arrow), UWBM 94591, #3.9. H, Detail of fig. 3F showing venation of involucre lobes (numbered), UWBM 71062A, #3.2.

containing ovoid nuts or casts, but several nuts are also foundeither paired or isolated in the matrix (fig. 3H, 3K; fig. 4F).The basal attachment scar is oval and covers a relatively smallportion of the nut (figs. 3K, 4F). Several specimens show ev-idence of a distal scar in the position of former style attach-ment, and in one case, small remnants of the style are preserved(fig. 3G).

Involucres are up to 20 mm long and 17 mm wide, notobviously parted for the basal of their length and lobed2/3distally. Some of the lobes bear occasional short and oftenpoorly differentiated subsidiary lobes (fig. 4H). On the basisof the best-preserved areas of the bract, it is estimated thateach bract has ca. 16 longitudinal veins. The most prominentveins supply the major apical lobes, while subsidiary lobes andteeth are vascularized by smaller veins (fig. 4H). Other lon-gitudinal veins branch and become less distinct toward the

involucre apex. Among the fruits with more dissected invo-lucres, some appear to have mostly simple spines (figs. 2J, 3E),while others are densely clothed with both simple andbranched spines (fig. 2A–2H; fig. 3B, 3D; fig. 4A, 4C–4E).

Discussion. Corylus (hazelnut, filbert) includes ca. 15–20species that occur throughout the Northern Hemisphere, pri-marily in Asia but also in Europe and North America(Whitcher and Wen 2001 ). Corylus americana, the commonAmerican hazelnut, is known from eastern and midwesternNorth America. The primarily North American species Cor-ylus cornuta also occurs in eastern North America and Coryluscalifornica in California. In Europe, the type species, Corylusavellana, occurs, along with a variety, C. avellana var. pontica.The Turkish hazel, Corylus colurna, and the filbert, Corylusmaxima, are native to southern Europe and western Asia, andCorylus jacquemontii is native to the western Himalayas.

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Around 10 species occur in eastern Asia, Japan, China, andthe Himalayas including Corylus chinensis, Corylus fargesii,Corylus heterophylla, Corylus ferox, Corylus sieboldiana,Corylus tibetica, and Corylus wangii (Whitcher and Wen2001).

Species delimitation within Corylus has not been consistent;however, most authors have traditionally recognized two orthree major infrageneric divisions at the rank of either sub-genus or section (Whitcher and Wen 2001). Most recent anal-yses combining molecular markers and morphological datasupport the division of the genus into two sections, sectionAcanthochlamys and section Corylus, the latter of which isfurther divided into three subsections. Section Acanthochlamyshas traditionally been considered basal on the basis of mor-phological data, and this phylogeny is supported by nuclearITS and chloroplast rbcL markers (Erdogan and Mehlenbacher2000; Forest and Bruneau 2000; Whitcher and Wen 2001).This section includes C. ferox, a species with spiny involucresapparently lacking laminar lobes, and probably C. wangii,which has a more laminar involucre with fewer spines(Whitcher 1999; Whitcher and Wen 2001).

The range of variability in C. johnsonii includes specimensresembling three extant species of Corylus: C. wangii, C. ferox,and C. heterophylla. Those similar to C. wangii have invo-lucres with narrow lobes that bear both numerous branchedand unbranched spines (fig. 2), those like C. ferox have a highlyprickly involucre surface (fig. 3E), and those resembling C.heterophylla are smoother with narrow, finger-like lobes inwhich vascular tissue is clearly seen (figs. 2F, 3H). Two ofthese species, C. ferox and C. heterophylla, are known to occursympatrically in Sichuan province in China today (J. Wen,personal communication, 2003). We recognize this variabilityamong our 34 specimens; however, on close examination, itis clear that these three morphotypes intergrade such that it isdifficult to decide whether multiple morphologically overlap-ping taxa or a single highly variable species is represented. Forexample, when the smooth, C. heterophylla–like involucre(figs. 3F, 4H) was first found, it was thought to be a distinctivespecies until degagement of the surrounding matrix revealeda few spines like those in other specimens (fig. 3F, left).Whereas some specimens bear mostly branched spines andfewer elongate unbranched ones (e.g., fig. 2E, 2G, 2H; fig.4A), in other specimens, the inverse is true (fig. 2J). The prob-lem is compounded by the differential preservation amongspecimens. Some involucres that appear to lack abundantspines may be only partially preserved and/or incompletelyprepared. Other specimens that have more elaborate involucres(fig. 2A) may simply be more completely preserved. Still othersare more difficult to interpret because they are fracturedthrough the specimen and show various internal layers (fig.2D) or have surfaces that appear to have been degraded duringweathering and/or the preservation process (fig. 2I; fig. 3A,3I).

Although we acknowledge that our concept of C. johnsoniiencompasses a wide range of morphological variability, wechoose to include this entire suite of specimens within thisspecies and suggest that perhaps this middle Eocene form maycontain a mosaic of features that later became more clearlydelineated within extant species. Both of the more spiny extantspecies discussed above, C. wangii and C. ferox, have also

been compared with the typically spiny fossil genus Palaeo-carpinus (Crane 1981; Chen et al. 1999; Manchester 1999).

Corylus johnsonii sp. nov. represents the stratigraphicallyoldest unequivocal evidence of the genus Corylus on the basisof a combination of features including cupulate infructescencesborne in paired involucres on elongate peduncles, fruits inpaired involucres, and isolated nuts. Small, isolated nuts lack-ing involucres previously referred to Corylus have been re-covered from the Paleocene of England, Greenland, and Mon-tana (Seward and Holttum 1924; Brown 1962; Koch 1978).Although these specimens appear to have coryloid affinities,without the subtending infructescence, it is difficult to deter-mine whether they represent isolated fruits of Corylus, Pa-laeocarpinus, or perhaps some other extinct taxon. The mostconvincing of these specimens, Corylus insignis, is only 5 mmin diameter but shows evidence of a characteristic Corylusattachment scar (Brown 1962; Crane 1989). Larger silicifiednuts, 24–37 mm in diameter, from the middle Eocene ClarnoNut Beds of Oregon, have been referred to the genus Cory-loides because of their anatomical and morphological similar-ities to Corylus, but they differ in being spherical rather thanovate like typical extant forms (Manchester 1994, 1999). Cor-ylus has also been reported on the basis of well-preserved nutsfrom the Oligocene of Kazhakstan (Dorofeev in Takhtajan1982). Corylocarpinus from the Pliocene of Willershausen,Germany, has a pedicellate nut and involucre that show sim-ilarities both to Corylus and Carpinus but is not well under-stood because it is based on a single impression specimen(Strauss 1969).

Other fossil coryloid remains are difficult to place taxonom-ically with certainty. Leaves identified as Corylus and catkinswith in situ pollen indistinguishable from extant Corylus areoften known in association with Palaeocarpinus in NorthAmerica and China (Manchester and Chen 1996). It may bethat these features are more morphologically conservative thanpistillate reproductive structures.

Genus—Carpinus L.

Type Species—Carpinus betulus L.

Carpinus perryae Pigg, Manchesteret Wehr sp. nov. (fig. 5A, 5C)

Specific diagnosis. Fruit an ovate nutlet 5.5–6.0 mm high,3.3–4.0 mm, borne at base of elongate, obovate, slightly asym-metrical unlobed winglike bract; bract 22–25 mm long, 6–8mm wide; primary veins five to six, radiating from base ofwing and leading into teeth; thickest primary vein asymmet-rically positioned, running toward apex; additional three tofour primary veins on wider side; one to two on narrower side;secondary veins alternately produced by primaries, tertiariesconnecting them at right and acute angles; margin with few,distantly spaced teeth; teeth right angled to obtuse, sometimesalmost spiny, vascularized by either primaries or secondaries,sinuses rounded.

Derivation of specific epithet. The specific epithet, perryae,is named in honor of Madilane Perry for her role in thefounding of the Stonerose Interpretative Center, Republic,Washington.

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Fig. 5 Carpinus perryae sp. nov. fertile bracts from Knob Hill, Republic, Washington, with attached nutlets and extant Carpinus cordatavar. cordata Bl. fertile bract (labeled C. erosa, UF modern fruit reference collection 167). A, Fossil showing detail of marginal teeth, UWBM71171, #5. B, Extant C. cordata var. cordata showing detail of marginal teeth, #5.4. C, Holotype specimen (right) and paratype (left), UWBM71171, #2.5. D, Extant C. cordata var. cordata fertile bract, #3.

Holotype. UWBM 71171, specimen A (fig. 5A, 5C).Paratype. UWBM 71171, specimen B (fig. 5C).Type locality. Knob Hill, Republic flora (UWBM loc.

B2737).Age and stratigraphy. Middle Eocene Klondike Mountain

Formation, 50–49 Ma.Results. Carpinus perryae is represented by two isolated

fruits occurring side by side on a single slab of shale (fig. 5C)from Knob Hill, Republic, Washington (table 1). There is noevidence of the infructescence axis or the mode of fruit at-tachment. Fruits are ovate nutlets 5.5–6 mm –4.0high # 3.3mm wide surrounded by an elongate, obovate, asymmetricalwinglike bract 22–25 mm –8 mm wide that ariseslong # 6apically from the nutlet (fig. 5C), resembling that of someextant species (e.g., Carpinus cordata var. cordata; fig. 5B, 5D).Five to six primary craspedodromous veins radiate out fromthe basal area of attachment to vascularize the bract, with threeto four veins on the wider side and one to two on the narrowerside. Veins branch alternately from the primaries and are in-terconnected by tertiaries at right and acute angles. The bractis unlobed (fig. 5C), and the margin has small, distantly spacedmarginal teeth on both its concave and convex sides (fig. 5A,5C). Teeth are vascularized by either the primary veins or sec-ondary veins that fork at an acute angle from the primaries(fig. 5A, 5C).

Discussion. The genus Carpinus is composed of ca. 35species distributed today throughout the temperate NorthernHemisphere including Europe, eastern North America, andespecially eastern Asia. This genus includes the hornbeam, Car-pinus betulus of Britain; the American hornbeam, Carpinus

caroliniana of eastern North America; and Carpinus cordataand Carpinus laxiflora of eastern Asia (Furlow 1990; Mab-berley 1990; Yoo and Wen 2002). Historically, the genus hasbeen subdivided on the basis of fruit and seed morphologymost commonly into two subgenera, Distegicarpus and Car-pinus, sometimes recognized at the level of section. These havein turn been divided into additional groupings of varying com-position by different authors. Recent ITS studies (Yoo and Wen2002) have suggested that the genus Carpinus is paraphyletic,with the closely related genus Ostrya nested within the twosections of Carpinus, while morphological data support thegenus Carpinus as monophyletic. In the Yoo and Wen analysis,section Distegicarpus occupies a basal position in the genus,and section Carpinus is monophyletic.

Yoo and Wen (2002) performed a morphological analysisbased on 23 characters of inflorescence, nutlet, fruit bract,seed, and leaves. Those of their characters that can be codedfor the Republic fossil C. perryae include: (8) nutlet shape,(10) fruit bract symmetry, (11) fruit bract enclosure of nutlet,(12) fruit bract lobe number, (13) serration of middle bractlobe, and (16) shape of fruit bracts. On the basis of thesecharacters, C. perryae fits easily within section Carpinus andshares with this section synapomorphies including asymmet-rical bracts that partly enclose an ovate nutlet. This combi-nation of features also occurs within the following extant spe-cies: Carpinus corneana, Carpinus hupeana, C. laxiflora,Carpinus monbeigiana, Carpinus orientalis, Carpinus pubes-cens, and Carpinus putoensis. However, one difference be-tween C. perryae and extant members of the genus is the ob-ovate rather than ovate shape of the leafy bract. We did not

PIGG ET AL.—FOSSIL CORYLOIDEAE 815

observe a characteristic longitudinal striation typical of manyextant Carpinus nutlets in C. perryae, but this could be dueto the nature of preservation.

Carpinus perryae is the oldest known example of the genusto date. Carpinus-like bracts described as “still debatable,”along with betulaceous pollen, are known from the late MiddleEocene of Germany (Wilde and Frankenhauser 1998). FossilCarpinus has been reported from the late Eocene and earlyOligocene of Japan (Tanai 1972; Uemura and Tanai 1993) aswell as the Oligocene and younger floras of Europe (Berger1953; Mai 1995) but is considerably rarer in western NorthAmerica (Manchester 1999). Asian fossils of early Oligoceneto Neogene age are very similar to extant members of Carpinussection Distegocarpus, which is today endemic to eastern Asia,and suggest that this section radiated by the Oligocene in Asia(Yoo and Wen 2002). It is interesting that C. perryae is moresimilar to the larger Carpinus section Carpinus clade, sug-gesting that this group was already established in westernNorth America by the middle Eocene.

Genus—Palaeocarpinus Crane

Type Species—Palaeocarpinus laciniata Crane

Palaeocarpinus barksdaleae Pigg, Manchester,et Wehr, sp. nov. (fig. 6)

Specific diagnosis. Fruit an elliptical to ovate nutlet sub-tended and enveloped by a pair of fan-shaped bracts; bracts6–11 ( mm, ) mm wide, 4.5–10 ( mm,x p 7.9 n p 22 x p 7.5

) mm high, foliar, and ending distally with distinct spinyn p 22tips; sinuses between teeth of more or less equal width; bractswith ca. 12 primary veins radiating from base leading intospines; adjacent primary veins connected by network of retic-ulate elongate aeroles formed by secondaries and tertiaries;some secondaries terminating in spines, others forming loopswithin wing margin; nutlet 2.5–5 ( , ) mm high,x p 3.6 n p 161.3–3.2 ( , ) mm wide, longitudinally ribbed,x p 1.4 n p 17with four to five ribs and a single style.

Derivation of specific epithet. The specific epithet, barks-daleae, honors Lisa Barksdale for her incomparable contri-bution in making the Republic fossils accessible to both thepublic and the scientific community during her 14 yr as curatorof the Stonerose Interpretative Center.

Holotype. UWBM 97408A & B (fig. 6C, 6E).Paratypes. UWBM 97407A (fig. 6A, 6B); UWBM 97117A

(fig. 6D); UWBM 97107 (fig. 6F); UWBM 97114 (fig. 6G);UWBM 74319A (fig. 6H, 6J); UWBM 97113 (fig. 6I); UWBM74315 (fig. 6K). Not figured: UWBM 97409–97415; UWBM97108–97112; UWBM 97115–97116; UWBM 97118–97153;UWBM 97262–97276; UWBM 97317–97351; UWBM97353–97354; ASU 1–5; UF 26689, 26690.

Type locality. Gold Mountain (UWBM loc. B5077), Re-public flora.

Age and stratigraphy. Middle Eocene Klondike MountainFormation, 50–49 Ma.

Results. Palaeocarpinus barksdaleae is based on 90 spec-imens, each consisting of a nutlet enclosed in paired bracts(fig. 6). Fruits are found isolated in the matrix and not withinan infructescence or cymule pair like some Paleocene forms

(Crane et al. 1990; Sun and Stockey 1992). Specimens arepreserved as part-counterpart or individually and either show-ing the outer wing (fig. 6G–6K) or inner nutlet side (fig. 6A–6F) of specimens. The species is known from Gold Mountain,Boot Hill, Knob Hill, and Resner Canyon (table 1). It hashighly webbed, winglike bracts with major and minor pointedlobes (fig. 6H, 6I, 6K) that extend distally into distinctivepointed tips (fig. 6J).

Each fruit has an elliptical to occasionally ovate, rarelyrounded nutlet (fig. 6A–6D, 6F), subtended and enveloped bya pair of fan-shaped bracts (fig. 6F–6I, 6K). The bracts areeach 6–11 ( mm, ) mm wide, 4.5–10, (x p 7.9 n p 22 x p

mm, ) mm high, and distally spiny (fig. 6A, 6H–7.5 n p 226J). Bracts have ca. 12 primary veins radiating from the base,forking distally, and leading into spiny tips (fig. 6H–6J). Ad-jacent primary veins are connected by a network of secondaryand tertiary veins that form a reticulum of elongate areoles ca.1 mm mm wide (fig. 6C, 6H–6J). Some secondarieslong # 0.5terminate in spines (fig. 6H, 6J), while others form brochi-dodromous loops within the bract margin (fig. 6C, 6I). Thenutlet is typically 2.5–5 ( ) mm high, 1.3–3.2 (x p 3.6 x p

, ) mm wide, with four to five prominent longitu-1.4 n p 17dinal ribs (fig. 6A, 6C, 6D). Some nutlets are rounded in out-line (fig. 6D, 6F), but they are less common than the elongateforms (fig. 6A–6C). Where preserved, the base of the nutlet isflattened (fig. 6C, 6D), and there is no evidence of an elon-gate peduncle. Several fruits retain a style up to 1 mm

mm wide (fig. 6E), but a distal bifurcation, as seenlong # 0.3in Palaeocarpinus joffrensis (Sun and Stockey 1992), was notrecovered.

Palaeocarpinus stonebergae Pigg, Manchesteret Wehr, sp. nov. (fig. 7)

Specific diagnosis. Fruit an elliptical to circular nutlet sub-tended and enveloped by a pair of fan-shaped bracts; bracts3.4–14 ( , ) mm wide, 3–8 ( , )x p 6.3 n p 19 x p 2.6 n p 18mm high, foliar, and highly dissected; bract lobes elongate,narrow; distally branched to spiny; nutlet 1.1–5 ( ,x p 2.3

) mm long, 1.5–4.5 ( , ) mm wide, lon-n p 19 x p 2.6 n p 18gitudinally ribbed.

Derivation of specific epithet. The specific epithet, sto-nebergae, honors Margaret Stoneberg for her major role indrawing both public and worldwide scientific attention to fos-sil plants and insects of the Princeton area.

Holotype. UWBM 77466 (fig. 7A).Paratypes. UWBM 77463A (fig. 7B); UWBM 56758A (fig.

7C), UWBM 56759A (fig. 7D), UWBM 77464 (fig. 7E);UWBM 97416B (fig. 7F). Not figured: UWBM 54583,55020AB, 56650AB, 56651, 56652, 56756–56759AB, 56761,57509–57511AB, 57514, 77463–77467, 97102–97106,97159–97161, UF 26085.

Type locality. Thomas Ranch, Princeton, British Colum-bia, (UWBM loc. B4294).

Age and stratigraphy. Middle Eocene Allenby Formation,50–49 Ma.

Results. Palaeocarpinus stonebergae is based on 24 spec-imens, each composed of an isolated nutlet borne in pairedbracts (fig. 7). They are common at the Coalmont Bluffs andThomas Ranch localities near Princeton (table 1) yet are con-

Fig. 6 Palaeocarpinus barksdaleae sp. nov. from Boot Hill, Knob Hill, and Gold Mountain, Republic, Washington. A–D, #7. F, H, #4.5.G, I, K, #6. A, Fruit impression showing inner side of bract. Counterpart of fig. 5B, UWBM 97407B. B, Fruit showing inner side of bract withelliptical nutlet. Counterpart of fig. 5A, UWBM 97407A. C, Holotype specimen. Fruit showing inner side of bract with elliptical nutlet. Noteflattened base, striations on nutlet surface, and details of bract venation, UWBM 97408A. D, Ovate-rounded fruit showing inner side of bractwith rounded nutlet. Note striations on surface, UWBM 97117A. E, Detail of apical portion of holotype specimen showing style (arrow).Counterpart of C, UWBM 97408B, #15. F, Fruit from inner side of bract, showing rounded nutlet, UWBM 97107. G, Fruit showing innerside of bract, UWBM 97114. H, Fruit showing outer side of bract and well-preserved veins radiating from base into reticulum of veins endingin spiny tips, UWBM 74319A. I, Fruit from outer side of bract showing well-defined, pointed primary and secondary lobes with sharp tips andreticulate venation, UWBM 97113. J, Higher magnification of specimen in H showing detail of venation and pointed tips of lobes, UWBM74319A, #17. K, Specimen fractured to show both outer bract side (left) and inside of adjacent bract with imprint of ovate nutlet (right),UWBM 74315.

PIGG ET AL.—FOSSIL CORYLOIDEAE 817

Fig. 7 Palaeocarpinus stonebergae sp. nov. from Coalmont Bluffs and Thomas Ranch, near Princeton, British Columbia. A–C, E, #5. D, F,#6. A, Holotype specimen showing inner side of bract and striate, ovoid nutlet; UWBM 77466. B, Fruit showing inner nutlet side surroundedby dissected bract; UWBM 77463A. C, Fruit from inner nutlet side of bract containing rounded nutlet. Note vertical striations on nutlet (bracthas not been completely degaged); UWBM 56758A. D, Small nutlet with highly dissected bract; UWBM 56759A. E, Fruit from outer side ofbract showing well-preserved, dissected bract and venation; UWBM 77464. F, Elliptical nutlet showing striated surface and highly dissectedbract; UWBM 97416B.

spicuously absent from the better-known nearby paleobotan-ical locality of One Mile Creek (Crane and Stockey 1987). Thespecimens are found individually in the matrix, and there isno evidence of paired fruits or ones in attachment to theirinfructesence axis. Each fruit includes an elliptical to circularnutlet (fig. 7) subtended and surrounded by a pair of highlydissected fan-shaped bracts. The nutlet is 1.1–5 ( ,x p 2.3

) mm long and 1.5–4.5 ( , ) mm widen p 19 x p 2.6 n p 18and distinctly ribbed (fig. 7C, 7E). Each bract ranges from 3to 8 ( , ) mm high and 3.4 to 14 ( ,x p 2.6 n p 18 x p 6.3

) mm wide, with ca. 10 elongated, narrow, pointedn p 19lobes radiating out from the base (fig. 7) that become branchedand spiny at their tips (fig. 7D–7F) with occasional dichoto-mies and sometimes with branching lateral spines (fig. 7A, 7F).The bracts are planar but lack much fusion or webbing oflaminar material (fig. 7).

In contrast to P. barksdaleae, P. stonebergae fruits are some-what smaller, and, although similar in basal areas of the bract,the bracts are much more highly dissected and are more burr-like than winglike. Palaeocarpinus stonebergae bracts are sim-ilar to those of an undescribed species from the Eocene ClarnoFormation of Oregon (Manchester 1994, plate 8, fig. 20) intheir small size and lack of webbing. However, the Clarnospecies has bracts with only about five radiating spines.

Palaeocarpinus dentatus (Penhallow) Pigg, Manchesteret Wehr, comb. nov. (fig. 8A)

Synonomy. Carpolithes dentatus Penhallow (in Dawson1890, fig. 26).

Specific diagnosis. Fruit, including bract, 8 mm long # 10

mm wide; nutlet 4 mm mm wide, elliptical, apexlong # 2acute, base flattened; bract margin strongly toothed, teethacute, sinuses broad toward base, narrower at apex; veinsprominent.

Derivation of specific epithet. The specific epithet, den-tatus, refers to the toothed margin of the bract.

Lectotype. Penhallow (in Dawson 1890) did not designatea holotype, but the line diagram (Dawson 1890, fig. 26) wasprobably based in part on Redpath Museum specimen 2.2420(our fig. 8A) and was originally collected by G. M. Dawsonin 1888 and donated by the Geological Survey of Canada.

Type locality. Stump Lake (Quilchena area), British Co-lumbia, Canada.

Age and stratigraphy. Middle Eocene.Results. Palaeocarpinus dentatus (Penhallow) Pigg, Man-

chester & Wehr comb. nov., was initially described from sev-eral specimens from Stump Lake, British Columbia. Fruits in-cluding the bracts are a little more than 8 mm mmhigh # 10wide (fig. 8A). The nutlet is 4 mm mm wide andlong # 2elliptical, with a flattened base. The bract is incompletely pre-served but extends to the margin in the upper left (fig. 8A),demonstrating the shape of bract lobes and presence of elon-gate marginal spines. Major orders of venation are strong, andthere is some indication of smaller vein reticulation (fig. 8A).Lobes of the bract are separated by sinuses that appear broadertoward the base and more narrow apically in areas where themargin is preserved.

Several additional specimens referable to the genus Palaeo-carpinus are known from other sites in the Okanogan High-lands (table 1), but because they are known from only one or

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Fig. 8 Palaeocarpinus specimens from additional Eocene Okanogan Highlands localities showing additional variation. A, D, #5. B, C, #3.8.A, Palaeocarpinus dentatus (Penhallow) comb. nov., Stump Lake, British Columbia. This specimen was provisionally called Carpolithes dentatusby Dawson (1890) and used by him in his line diagram reconstruction. Note elliptical nutlet, partly preserved bract with wide venation; RedpathMuseum RM 2.2420. B–D, Palaeocarpinus spp. B, Quilchena, British Columbia, showing rounded nutlet enclosed in partly preserved bractwith fine radiating venation; GSC 76997. C, Golden Promise Mine, Washington. Note large, robust form; winglike bract; and extensive spinytips; UWBM 57477A. D, Corkscrew Mountain, Washington. Note elongate wing and elliptical nutlet.

a few specimens that do not show all critical features in eachinstance, we are unable to assign them confidently to species.One from Quilchena, British Columbia, has a rounded andstriated nutlet surrounded by a partly preserved wing withmany fine veins radiating out from the nutlet (fig. 8B). A fruitfrom Corkscrew Mountain (fig. 8D) is winged and has anelliptical nutlet and generally resembles P. barksdalae exceptthat the shape of the wing is more elongate and similar tothose of the Russian Palaeocarpinus sikhotealinensis. Addi-tional material occurs at Horsefly, British Columbia (not fig-ured), and Smithers, British Columbia (not figured). A dis-tinctive specimen from the Golden Promise Mine of theRepublic flora is considerably larger and more robust than theother Eocene forms (fig. 8C). This specimen is 15 mm long,more than 20 mm wide, and has a transitional morphologybetween P. barksdaleae and P. stonebergae with bracts thatare winglike, like those of P. barksdaleae (fig. 6), but bearshighly dissected spines like those of P. stonebergae (fig. 7).

Discussion. Palaeocarpinus was created in 1981 by Cranefor coryloid fruits that showed intermediate features betweenCorylus and Carpinus. This genus is distinguished by the pres-ence of a striated nutlet enclosed in two more or less equallysized bracts with some evidence of a perigone bearing simpletrichomes (Crane 1981). Representatives are currently knownfrom at least a dozen Paleocene localities in Asia, Far EastRussia, England, France, and, in western North America,Montana, North Dakota, and Alberta, Canada (Crane 1981,1989; Crane et al. 1990; Sun and Stockey 1992; Manchesterand Chen 1996; Manchester and Guo 1996; Akhmetiev andGolovneva 1998; Chen et al. 1999; Manchester 1999; S. Man-chester, K. Pigg, and P. Crane, unpublished data). One species

is known from the Late Eocene–Early Oligocene of Far EastRussia (Akhmetiev and Manchester 2000).

Paleocene occurrences include the type species Palaeocar-pinus laciniata from the Reading and Woolrich Beds in Eng-land (Crane 1981); an unnamed species from Menat, France(de Saporta and Marion 1885; Laurent 1912; Crane 1981); P.joffrenensis of central Alberta and additional localities in west-ern North America (Sun and Stockey 1992; S. R. Manchester,unpublished data); Palaeocarpinus aspinosa from Wyoming(Manchester and Chen 1996); an unnamed species from Al-mont and Beicegel Creek, North Dakota (Crane et al. 1990;S. Manchester, K. Pigg, and P. Crane, unpublished data); Pa-laeocarpinus orientalis from China (Manchester and Guo1996); and Palaeocarpinus pacifica from Far East Russia (Akh-metiev and Golovneva 1998). A younger species, P. sikho-tealinensis, has been described from the Upper Eocene/Oli-gocene of Far East Russia (Akhmetiev and Manchester 2000).Several additional unnamed forms are currently under study(S. R. Manchester, unpublished data).

Species of Palaeocarpinus are best delineated on combina-tions of morphological characters. Whereas some species (e.g.,P. joffrensis) are widely distributed, other distinctive forms(e.g., the Almont/Beicegel Creek material) are known fromonly a few localities. Given these patterns, it is not always clearwhere to draw the lines of species delimitation, particularlywhen only one or two specimens are known from a given siteand preservation may not allow for determination of criticalfeatures. An understanding of the overall diversity and distri-bution of characters within this genus is still in flux.

Palaeocarpinus laciniata (Crane 1981) has about five large,spiny lobes, and the preservation of cuticular details generally

PIGG ET AL.—FOSSIL CORYLOIDEAE 819

Fig. 9 Pollen-bearing catkins and in situ pollen. A, Pollen-bearing catkin from Gold Mountain, Republic flora; UWBM 96356, #2. B, Similarpollen-bearing catkin from Boot Hill, Republic flora; UWBM 39398, #3.3. C, SEM of cluster of in situ pollen grains from A. Note prominentpores; UWBM 96356, #1000. D, Light micrograph showing cluster of in situ pollen grains from A; UWBM 96356, #250. E, SEM showingdetail of pollen grain and surface ornamentation from A; UWBM 96356, #2000.

is not known for other species. The unnamed species fromMenat is similar to P. laciniata, with somewhat webbed, wing-like bracts and has a characteristically long peduncle. Whereasthese two species and the Paleocene species from Far East Rus-sia, P. pacifica, are known only from isolated fruits, the otherPaleocene forms (P. joffrensis, P. orientalis, P. aspinosa) andthe Almont/Beicegel Creek form have more details documentedfor them including infructescence structure, spacing of cy-mules, perianth parts, and, in one case, anatomical structure(Crane et al. 1990; S. Manchester, K. Pigg, and P. Crane, un-published data).

Palaeocarpinus joffrensis was described originally from thePaleocene Joffre Bridge site of Alberta (Sun and Stockey 1992;Hoffman and Stockey 1999), but it is also known in a wide-spread area of western North America including Montana,Wyoming, and North Dakota (S. R. Manchester, unpublisheddata). This species usually has numerous, typically elongatedissected lobes with spines and fairly round to oval nutletsthat show remnants of a style that branches into two stigmasdistally (Sun and Stockey 1992). The fructifications tend to becompact. Palaeocarpinus orientalis from northwestern Chinais quite similar to P. joffrensis except for the lack of somecomparable features in P. orientalis infructescences and dif-ferences in associated staminate bract morphology (Manches-

ter and Guo 1996). A distinctive form from western NorthAmerica, P. aspinosa, has more ovoid, leaflike bracts that lackor have only a few teeth on the bract margin. The unnamedspecies from the North Dakota Almont/Beicegel Creek flora isthe largest and has robust, elongate bracts that are highly dis-sected and toothed (Crane et al. 1990; S. Manchester, K. Pigg,and P. Crane, unpublished data). The range of variability ofthese North Dakota specimens suggests that several develop-mental stages are preserved (S. R. Manchester, unpublisheddata). This is the only anatomically preserved Palaeocarpinuscurrently known and provides the potential for additional an-atomical and morphological details. An additional species, P.pacifica, was named from a single incomplete specimen fromthe Paleocene of Far East Russia (Akhmetiev and Golovneva1998).

A younger (Late Eocene to Oligocene) occurrence of thegenus is P. sikhotealinensis from Far East Russia (Akhmetievand Manchester 2000). Palaeocarpinus sikhotealinensis haselongate, winglike bracts with reticulate venation similar tothose of many other species (e.g., P. joffrensis, P. orientalis,and P. barksdaleae). The Eocene occurrences of P. barksdaleae,P. stonebergae, and P. dentatus, and Palaeocarpinus sp. fromadditional Okanogan Highlands localities noted both previ-ously (Penhallow 1908) and in this study (fig. 7B–7D), indicate

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Table 2

Comparison of Palaeocarpinus Species

Bract L # Wmm

Bract L # Wmm average

Bract L : Wratio

Nutlet L # Wmm

Nutlet L # Wmm average

Nutlet L : Wratio

Almont speciesa 17–24 # 12–19 20.5 # 15.5 1.3 : 1 5–6 # 3–4 to20.5 # 15.5

5.5–3.5, 20.5 # 15.5 1.6 : 1, 1.3 : 1

P. laciniatab 8–15 # 5–7 11.5 # 6 1.9 : 1 3.4–5.3 # 1.5–3.6 3.8 # 2.5 1.5 : 1Menat speciesb Incomplete Incomplete Incomplete 3 # 2 3 # 2 1.5 : 1P. joffrensisc 6–12 # 5–6 9 # 5.5 1.6 : 1 3–6 # 2–3.5 4.5 # 3.4 1.3 : 1P. aspinosad 9–16 # 3–9 12.2 # 6.1 2 : 1 5–6 # 3 to 10–15

# 6–125.5 # 3, 12.5 # 9 1.8 : 1, 1.4 : 1

P. orientalise 5–10 # 3–5 7.5 # 4 1.9 : 1 5 # 2.8 5 # 2.8 1.8 : 1P. pacificaf 6 # 5 6 # 5 1.2 : 1 Incomplete Incomplete IncompleteP. sikhotealinensisg 7 # 6 to 15 # 20 7 # 6 to 15 # 20 1.2 : 1, 75 : 1 4 # 2 4 # 2 2 : 1P. barksdaleaeh 4.5–10 # 6–11 7.5–7.9 0.94 : 1 2–5 # 1.3–3.2 3.6 # 1.4 1.5 : 1P. stonebergaeh 3.4–14 # 3–8 6.3 # 5.5 1.1 : 1 1.1–5 # 1.5–4.5 2.3 # 2.6 0.9 : 1P. dentatush Incomplete Incomplete Incomplete 4 # 2 4 # 2 2 : 1

Note. ; .L p length W p widtha Crane et al. 1990.b Crane 1981.c Sun and Stockey 1992.d Manchester and Chen 1996.e Manchester and Guo 1996.f Akhmetiev and Golovneva 1998.g Akhmetiev and Manchester 2000.h This study.

that the genus was probably widespread in the Pacific North-west during the early Tertiary.

Several additional fossils recorded from Europe and westernNorth America may represent Palaeocarpinus. Carpinus dav-isii from the Tertiary of England (Chandler 1961) is similar tothe unnamed Menat species of Palaeocarpinus and may war-rant further investigation (Crane 1989). Material from westernNorth America described by Brown (1962) and referred to as“burrlike objects” may be assignable to P. joffrensis, which isa widely ranging species known from numerous sites in Wy-oming, Montana, and North Dakota as well as Alberta (S. R.Manchester, unpublished data). An infructescence illustratedfrom the Bear Den Member of the Golden Valley flora of NorthDakota (Hickey 1977, plate 54, fig. 18) also appears to rep-resent P. joffrensis.

Staminate catkins with coryloid pollen. Staminate catkinswith in situ coryloid pollen are known from the Gold Moun-tain and Boot Hill localities of the Republic flora (fig. 9A, 9B).The first catkin is 30 mm mm wide with tightly com-long # 3pact, helically arranged bracts with several pollen sacs attached(fig. 9A). The second specimen is ca. 18 mm mmlong # 3.3wide (fig. 9B). Macerated in situ pollen from the first of theseis 20 mm in equatorial diameter and 25 mm long with at leastthree well-developed pores (fig. 9C–9E). Surface ornamenta-tion is minutely punctate (fig. 9E).

Conclusions

The presence of Corylus johnsonii, Carpinus perryae, Pa-laeocarpinus barksdaleae infructescences, fruits, and pollencatkins along with coryloid leaves at Republic, Palaeocarpinusstonebergae at Princeton, and similar winged fruits (e.g., Pa-laeocarpinus dentatus and Palaeocarpinus sp.) at sites of sim-

ilar age in other parts of British Columbia demonstrates thatsubfamily Coryloideae of the Betulaceae was well representedin the middle Eocene floras of the Okanogan Highlands. Boththe extant genera Corylus and Carpinus and three species ofthe morphologically intermediate extinct genus Palaeocarpinusare recognized in these floras. This study thus shows that whilePalaeocarpinus may have been more widespread in the Pa-leocene, the genus persisted and diversified in the Eocene ofwestern North America. The presence in the Republic flora ofthe oldest known examples of Corylus and Carpinus dem-onstrates that Palaeocarpinus overlapped with the moderngenera and suggests that the split into what we now recognizeas the tribes Coryleae and Carpinae within subfamily Cory-loideae had occurred by the Eocene, with remnants of earlyforms persisting. The youngest Palaeocarpinus species cur-rently known are Asian Eocene/Oligocene forms from stratain Far East Russia (Akhmetiev and Manchester 2000).

Several interesting trends can be found within subfamilyCoryloideae from Paleocene to recent times including changesin nut size and bract size, symmetry, and morphology. Thesechanges may have been related to the dispersal potential ofthe nutlet propagules. Palaeocarpinus species of Eocene agediffer from Paleocene forms in bract size, shape, and type ofdispersal unit (table 2). In general, Paleocene species in thisgenus have larger dimensions than do those in the Eocene,with the largest specimens coming from the Almont and Be-icegel Creek localities. There also appears to be a shift inlength : width ratio of the bract such that older forms havelonger bracts while younger forms have either isodiametricbracts or those that are somewhat broader than they are long.It is also interesting that while Paleocene fruits are found bothisolated and preserved within infructescences (commonly at

PIGG ET AL.—FOSSIL CORYLOIDEAE 821

the Almont site), the younger species are known only fromisolated winged nutlets.

In the Paleocene, the earliest fossils thought to representCorylus nuts are considerably smaller than Eocene and extantfilberts. It has been suggested that the increase in size of Cor-ylus nuts may have been in response to coevolution with mam-mals (Ridley 1930; Stone 1973; Tiffney 1986) and that theability of hazelnuts to stay afloat may also have aided in theirdispersal via water transport (Stone 1973; Whitcher and Wen2001). Other extant coryloid fruits that emerge during theEocene and Oligocene have additional morphological inno-vations. For example, the asymmetry of the bracts among Car-pinus fruits is present even in the earliest currently knownform, C. perryae. Asymmetry may be related to the compactionof the fruits within the catkin. Another innovation, the bladder-like bracts of Ostrya fruits, thought to be elaborations for winddispersal, is present by the Oligocene (Ridley 1930; Tiffney1986). All of these variations suggest that, even from theirinitial divergence, a wide variety of adaptations for dispersalwas occurring among coryloid genera in western NorthAmerica.

The presence of P. barksdaleae, P. stonebergae, and P. den-tatus in the Okanogan Highlands demonstrates that Palaeo-carpinus extends into the Eocene in western North Americaas it does in Asia (Akhmetiev and Manchester 2000) and thatit is coeval with the oldest record of the two extant genera.An associated pollen-bearing catkin and Corylus-like leavesalso occur at Gold Mountain and Boot Hill, two Republic sitescontaining numerous specimens of P. barksdaleae. Together,these fossils underscore the significance of the Coryloideae innorthwestern North America during the middle Eocene. Pre-viously known examples of Betula and Alnus from these samelocalities have already shown that the Betuloideae were wellrepresented at these sites. It is now clear that both subfamiliesof Betulaceae, the Betuloideae and Coryloideae, were well es-tablished and diverse in the middle Eocene of western NorthAmerica.

Acknowledgments

We thank Peter R. Crane, who initiated much of the re-search resulting in this publication; Peter K. Endress andJack A. Wolfe for their helpful comments; and Robert L.Carroll, Redpath Museum, Montreal, and B. Jean Dough-erty, Geological Survey of Canada, Ottawa, for allowing usaccess to material of ‘Carpolithes dentatus’ and Palaeocar-pinus spp. We also thank Estella B. Leopold for assistancewith pollen identification; Maria Tcherepova for transla-tions; Stefanie M. Ickert-Bond, Carol L. Crimmins, andMatt Martinez for technical assistance; and Melanie L.DeVore, Richard M. Dillhoff, Terry Lott, and Jun Wen forreviewing the manuscript. For their assistance during field-work at Republic and/or Princeton, we gratefully acknowl-edge Guy Anderson, Lisa Barksdale, Bonnie Blackstock, Re-becca Carney, Marion Dammann, Jean and Dwane Day,Peter Dunthorne, Robert Easterly, Don Graves, Jan Hart-ford, Donald Q. Hopkins, Per Ingelsberg, Bob Jackson, theJenkins family, Kirk R. Johnson, the Koepke family, V. Stan-dish Mallory, the Murray family, Keith Nannery, MadilanePerry, Jack and Sonia Powell, Mark Reeves, Nathan andSandy Shiflett, Michael Spitz, Michael Sternberg, MargaretStoneberg, Kenneth Thomas, Jessica Velasco, Michael Ver-million, and Karl, Don, and Marty Volkman. We also ac-knowledge the University of Florida Herbarium (FLAS),University of Western Australia Arboretum, and Donald J.Pinkava, Arizona State University (ASU) Vascular PlantHerbarium, for providing extant material for comparativepurposes. This study was funded in part by an ASU Re-search Incentive award, an ASU College of Liberal Arts andSciences Faculty Grant-in-Aid, and National Science Foun-dation (NSF) grant EAR-990388 to K. B. Pigg, NSF grantEAR 0174295 to S. R. Manchester, and the Wes Wehr Pa-leobotanical Endowment Fund, University of Washington,to W. Wehr.

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