in“ VIE llllllllllll!lllllllWillHHIII!lllllllllIWUlllllllllHl . i 3 1293 10439 2679 ’ -'~ \'_...— This is to certify that the dissertation entitled Heritable Somatic Instability in Hybrids Derived from Protoplast Fusion of Petunia parodii (W.C.S.) and Petunia inflata (Fries) presented by Linda Sue Davidson Schnabelrauch yo" .. has been accepted towards fulfillment of the requirements for Ph.D. . Horticulture degree In 4.441 Major professor Date / Fl MS U is an Affirmative Action/Equal Opportunity Institution 0-12771 MSU LIBRARIES “ RETURNING MATERIALS: Place in book drop to remove this checkout from your record. flfl§§_wiii be charged if book is returned after the date stamped beiow. .’fi3 1EE! J . I. .Hyiufliulflfli... Asunwa.‘ . . . 4 . . yr. .N L. 13;... Marni». a...i‘_:l Ourn‘lllll ‘l HERITABLE SOMATIC INSTABILITY IN HYBRIDS DERIVED FROM PROTOPLAST FUSION OF PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FRIES) BY Linda Sue Davidson Schnabelrauch A DISSERTATION submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Horticulture 1982 ABSTRACT HERITABLE SOMATIC INSTABILITY IN HYBRIDS DERIVED FROM PROTOPLAST FUSION OF PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FRIES) BY Linda Sue Davidson Schnabelrauch Somatic hybrid plants were regenerated following calcium-high pH fusion of the unidirectional, sexually incompatible cross of Petunia parodii wild-type leaf mesophyll protOplasts with protoplasts from a cytoplasmic determined chlorophyll deficient mutant of P, inflata grown in liquid suspension culture. Genic complementation to chlorophyll synthesis and growth in selective medium was used to visually select cell hybrids from parental cells which, in the case of the P, inflata parent, remained colorless in the selection medium, or exhibited a predetermined growth inhibition, as in the case of the P. parodii parent; Hybrid calli transferred to shoot regeneration medium were rooted and confirmed as hybrids based on floral and leaf morphology, dominant anthocyanin expression in the corolla limbs, chromosome number, segregation for parental characters, and peroxidase and malic dehydrogenase isozyme patterns. The frequency of somatic hybrid plant production as a function of selection efficiency ranged from 3.5 to 5.3 hybrids per 106 protoplasts used, comparable to previous reports, but parental reversion frequency approached 54%. The phenotypic variation spectrum of regenerated hybrid plants included subtle to moderate corolla variegation, corolla splitting, chimeric leaf variegation, and various developmental anomalies such LINDA SUE DAVIDSON SCHNABELRAUCH as double styles, petaloid structures on the corolla limb and ear-shaped projections at the corolla lobe junctions. To quantitatively assess the level of anthocyanin instability, counts were made of the number of variegated flecks and sectors on flower limbs of somatic hybrid plants. Aceto-prOpiocarmine squashes of pollen mother cells were also studied at various stages of the division cycle to determine the number and behavior of chromosomes in the hybrids. Examination of selfed, sib-mated and testcrossed progeny revealed that the expression of anthocyanin instability was conditioned by two alleles segregating independently. Morphological abnormalities in flowers of somatic hybrid plants were attributed either to a type of hybrid dysgenic phenomenon or nucleo-cyt0plasmic incompatibility following the loss of parental chromosomes in a hybrid cytoplasm. ACKNOWLEDGEMENTS This dissertation is dedicated to the many workers in the area of transposable genetic elements for providing the intellectual stimulus by example, and to my husband, ROBERT L. SCHNABELRAUCH, my father, HERBERT R. DAVIDSON, and my mother, HELEN L. DAVIDSON, for influence and sacrifices that aided the completion of this degree. Facilities and support of the Michigan State University Department of Horticulture are gratefully acknowledged. My thanks to K.C. SINK, major professor, L.C. EWART, J. HANCOCK, J.W. HANOVER, H.H. MURAKISHI, and J.W. SAUNDERS for guidance committee participation. It is a pleasure to acknowledge the expert assistance of F. KLOC-BAUCHAN, R.J. GRIESBACH and F.J. ZAPATA. Helpful discusssions with BENJAMIN and FRANCIS BURR were appreciated. ii TABLE OF CONTENTS LIST OF TABLES- —- LIST OF FIGURES- INTRODUCTION — LITERATURE REVIEW; Introduction Page v vii l 4 4 Early observations on multinucleate cells 6 Plant protoplast fusion-- 7 Spontaneous fusion 8 Induced fusion—— 8 Models of cell fusion 9 Protoplast agglutination 10 Changes in membrane carbohydrates during fusion----11 Changes in membrane lipids during fusion 12 Fusion of cells at different stages of the cell cycle 13 Premature chromosome condensation 14 Efficiency of plant protoplast fusion and hybrid cell recovery: Selection systems 15 Hormone prototrophy and resistance to high hormone concentration 16 Temperature sensitivity 16 Sensitivity to unusual metabolites 17 Complementation between recessive genes 17 Drug resistance and differential growth 19 Gene regulation patterns in hybrid cells 19 Progeny analysis of somatic hybrids—- 20 Variability in tissue culture 21 Phenotypic changes in regenerated plants 22 Organelle variation 23 Chromosome patterns in hybrid cells 24 Chromatin changes-- 25 Gene amplification 27 Somatic crossing—over and sister chromatid exchange- 28 iii TABLE OF CONTENTS, (cont'd.). Page Transposable genetic elements 28 Relationship between transposable elements and genetic instability—= 32 Maize genetic instability-— 33 ,Drosophila genetic instabilityn 36 Nicotiana genetic instability 37 Petunia genetic instability 39 Origins of controlling elements 41 SECTION I SOMATIC HYBRIDIZATION BETWEEN PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FRIES) Abstract 43 Introduction 44 Materials and Methods- 45 Results—— 52 Discussion 83 Literature Citedr- 88 SECTION II HERITABLE SOMATIC INSTABILITY IN HYBRIDS DERIVED FROM PROTOPLAST FUSION OF PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FIRES) Summary— 91 Introductionr- 92 Materials and Methods== 93 Results 96 Discussion== 123 Literature Cited-- 147 SUMMARY AND CONCLUSIONS 153 LIST OF REFERENCES-— 157 iv LIST OF TABLES Table ‘ Page 1. 1. SECTION I Yields and viabilities of Petunia parodii (wt) leaf mesophyll protoplasts isolated from 51 day old plants using 0, 0.5 and 1% Cellulase "Onozuka" R10, O-O.52 Driselase and 0-0.SZ Macerase for two hours 54 Effect of 24 hour dark incubation on division of Petunia parodii (wt) leaf mesophyll protoplasts from 56 day old plants 55 P2 segregations for chlorophyll deficient seedlings in Petunia parodii lines P-1043 and PD IR-40, .3. inflata line INF IR-6l and g. parviflora line P-1048 =67 F3 segregation ratios for green and white seedlings in Petunia parodii line P-1043 and P, parviflora line P-lO48 =69 Protoplast fusion of Petunia parodii (wt-m)CD .P. inflata (ca-susp) using calcium-high pH _ 74 Morphological characteristics of somatic hybrid plants 77 Corolla morphology of Petunia parodii®§. inflata somatic hybrids 73 Mean quantitative measurements of corolla characteristics in somatic hybrid plants 80 SECTION II Morphological characteristics of Petunia parodii® P: inflata somatic hybrids 98 Frequency profile of somatic instability in corolla limbs of somatic hybrids expressed as mean sites per flowers (based on 20 flowers/plant) 102 LIST OF TABLES, (cont'd.). Page 3. 4. SF2 and TC segregations of progeny from somatic hybrids 106 SF2 segregations for variegated corollas among progeny from self— and cross-pollinations of somatic hybrids 110 Testcross segregations for variegated corollas of the cross 77-22-4-2 (Petunia parodii 43) x 15-6-------111 Reproductive characteristics of chloripetalous flowers of somatic hybrid 15-2-- 114 Quantitative measurements of floral traits in modified corolla phenotypes sectoring from somatic hybrid 15-2 115 Association between split blossom characteristics and type of corolla anthocyanin variegation in somatic hybrid 15-2 - 117 vi Figure l. 2. 3. 4. 5. LIST OF FIGURES Page SECTION I The effect of Meicelase-P (O-SZ) with 0.152 Macerase, 92 mannitol, 40 ug/ml ampicillin, 10 ug/ml tetracycline and 10 ug/ml gentamicin, in CPW salts at pH 5.8 on protoplast yield of Petunia parodii leaf mesophyll protoplasts, 5 repliCations/treatment 53 Protoplast yield from liquid suspension and callus cultures of Petunia inflata cytoplasmic determined chlorphyll deficient mutant cell line using O-SZ Cellulase "Onozuka" R10 with 1% Macerase, lZ Driselase and 8% mannitol in CPW salts at pH 5.8, 5 replications/treatment 57 Protoplast viability of Petunia inflata cytoplasmic determined chlorophyll deficient mutant cell line using O-SZ Cellulase "Onozuka" R10 with 12 Macerase, lZ Driselase, and 8X mannitol in CPW salts at pH 5.8 . 58 Relationship between growth phase of Petunia inflata cells in suspension culture and protoplast yield. (a) Growth phase of cultured cells as reflected by compacted cell volume and cell number, (b) Protoplasts isolated at various times during the development of cell suspension cultures. Incubation mixture contained 2% Cellulase "Onozuka" R10, 12 Macerase, lZ Driselase and 82 mannitol in CPU salts at pH 5.8 60 Protoplasts yields from in vitro shoot cultures of Pp-nab——A, Pp-caH, Pi-naH, and Pi-caO—O, using O-BZ Extractase with 2.52 Driselase and 42 mannitol in CPW salts at pH 5.8 63 vii LIST OF FIGURES, (cont'd.). Figure Page 6. 7. 8. l. Viability of protOplasts isolated from shoot cultures of Pp—naH, Pp—caO——0, Pi-naH, and Pi-caD-——n, using 0-3Z Extractase with 2.5% Driselase and 4% mannitol in CPW salts at pH 5.8 as determined by Evan's Blue staining 64 Yield and viability of Petunia inflata cytoplasmic determined chlorophyll deficient leaf mesophyll protoplasts isolated using O-SZ Driselase with 1% Extractase, 0.52 Macerase, 0.5% potassium dextran sulfate and 42 mannitol in CPU salts at pH 5.8 65 (a): Freshly isolated leaf mesophyll protOplasts of_§gtunia parodii and protoplasts from liquid suspension cultures of_§. inflata in M/S Pl 9M. ca. 480x. (b): Heterokaryon produced after calciumehigh pH fusion treatment. ca. ll45X. (c): Cell colony after 12 days in M/S Pl 9M. ca. 530x. (d): Callus with shoots produced on M/S medium with 2 mg/l zeatin. ca. 2.4x. (e): Adventitious root formation induced on M/S medium with no exogenous growth regulators. ca. 1.3x. 72 SECTION II (a): Chimeric plastid distribution found on somatic hybrids. (b): Anthocyanin variegation patterns (left to right): stable, acyanic sectored, minute acyanic flecks. (c): Anthocyanin variegation patterns: p/m cyanic sectors. (d): Half-white, half-magenta flower from somatic hybrid ll-l. (e): Acyanic petaloid structure (arrow). (f): Split blossom classes (left to right) narrow split blossom, wide split blossom, deeply lobed blossom 100 Viii LIST OF FIGURES, (cont'd.). Figure 2. 3. 4. Page (a): Floral types found on somatic hybrid 15-2 (top, left to right): stable, p/m cyanic sectored, tobacco-like flower, (bottom) half-p/m sectored, half-tobacco-like flowers, (b): Dilute floral types found on albino branches of somatic hybrid 15-2 (left to right): stable, dilute anthocynanin pigmentation, dilute anthocyanin pigmentation in combination with tobacco-like flower form. (c): Twinspot (circle with arrows) from corolla of somatic hybrid 21-1. ca. 15X. 104 Regression of mean frequency profiles of progeny on parental (a) acyanic sites (Table 3) and (b) cyanic sites (Table 2) in somatic hybrids-------108 Possible genetic control of anthocyanin biosynthesis in Petuniaghybrida (Kho et a1., 1977, 1978; Farcy and Cornu, 1979) 125 ix Guidance Committee: This dissertation is organized in journal style in accordance with departmental and university requirements. Two sections were prepared following the journal style formats of the Journal_gf Heredity and Theoretical and Applied Genetics. INTRODUCTION Classical genetics is based on the segregation and analysis of traits of individuals that arise from sexual crosses. Although it is still the central theme of genetics, more recent technical advances at the molecular, chromosomal and cellular levels have established new areas of genetic analysis. Among these, somatic cell genetics has advanced rapidly due to the impact of rapidly expanding cell fusion technologies which make it possible to generate cells and plants with altered genomes. It is now possible to generate mutant cells harboring directed genetic alteration, to create hybrid cells containing genetic information from two different species, to construct cybrids where the nucleus and cytoplasm of one species is combined with the cytOplasm from another, and to transform cells with exogenously supplied DNA sequences that become incorporated into the genome of recipient cells. Such genetic alterations in somatic cells have underlined the complexity of gene regulation systems in higher eucaryotes. The fusion of somatic cells from two different species imposes an added constraint on genetic control systems in that it requires the coordinate functioning of both nuclei and cytoplasms. The fusion of P. parodii®£. inflata protoplasts was undertaken to explore this possibility. This study was designed to elicidate the most efficient combination of nuclear and cytoplasmic determined chlorophyll deficient mutants for fusion with wild-type somatic cells which would lead to maximal heterokaryon production by complementation in Petunia, However, regenerated progeny from this somatic hybridization displayed perturbation in the genetic system controlling anthocyanin biosynthesis that resulted in variegated corollas. Subsequent investigations of the instability revealed its inheritance into the SF2 generation, following segregation ratios for two genes. Repression of structural genes has been shown in some cases to be caused by the insertion of small pieces of DNA at or near the gene locus resulting in inactivation and mosaic or variegated phenotypes. Insertions or deletions in gene families controlling the expression of such genes also result in repressed gene product synthesis. For example, the transposition of certain dispersed repetitive gene families in Drosophila has been directly related to Drosophila tissue culture systems. The mobility of such elements may rely on the conditions supplied during culture, since the mutants cannot survive normal conditions. The P; parodii @3. inflata somatic hybrids also produced other unexpected abnOrmalities. Nucleo-cytoplasmic incompatibility developed as chromosome elimination progressed, evidenced by corolla splitting in some of the hybrid plants. Such nucleo-cytOplasmic incompatibility may have caused the instability in the anthocyanin alleles. The onset of chromosomal-cytoplasm incompatibilies has been correlated in DrOSOphila with the mobility of certain DNA sequences resulting in hybrid dysgenesis. Traits often expressed as a function of the dysgenic syndrome include a lack of reciprocity in crosses between certain strains, the onset of extensive chromosomal rearrangements, and the initiation of unstable alleles. The fusion process itself or other unidentified environmental factors may subject genetic control systems to stress, suggesting that certain control systems may not be effectively buffered and protected against severe pressures such as those imposed by in. vitro manipulations. LITERATURE REVIEW Introduction Techniques which induce the fusion of somatic cells of plants and animals to produce new cell hybrid combinations are being refined rapidly. Applications to agriculture and medicine have resulted in important contributions to our understanding of cell biology and, in the case of plants, the creation of useable genetic diversity (31,36,46,93,127,167,l70). Heterokaryons developing into hybrid cells may result from synchronous division of both nuclei or by direct nuclear fusion. Thus, analysis of gene regulation in eucaryotic cells has been facilitated by the creation of cell heterokaryons, their isolation and subsequent regeneration to somatic hybrid plants. By fusing parental cells with unique genetic markers, hybrids can be examined for expression of parental characteristics and they can be used to study mechanisms governing cell growth and differentiation during develOpment or tumor formation. The fusion of terminally differentiated cells with embryonic or nondifferentiated cultured cells can also be used to elucidate whether cell specialization during maturation is due to altered patterns of gene expression by repressor activation or due to changes in the physical structure of DNA. In addition, the fusion of plant cells enables studies of segregation and expression of parental cytoplasmic organelles co-functioning in one cell, heretofore impossible in sexually produced hybrids. Once the cell wall has been enzymatically degraded, the plant protoplast is amenable to genetic manipulations which are rapidly becoming more sophisticated with the advent of molecular and recombinant DNA techniques. Recent reviews summarizing trends in protoplast technology have stressed its potential for crop improvement (l5,3l,48,87,181). However, only the Solanaceae and Cruciferae have provided species in which protoplast isolation and regeneration to whole plants, or fusion followed by plant regeneration has been accomplished (9,57). Recent developments in in zi££g_culture of crop species such as wheat, corn, pearl millet, and the legumes (73,171,172) have renewed the optimism that major crap species will benefit from the current cellular and genetic manipulation techniques being used to successfully alter "model" species such as petunia and tobacco. Klesse and Duvick (91) related ten genetic needs of prime concern to plant breeders which included incorporating resistance to pests and stress into otherwise desirable genotypes while simultaneously avoiding problems associated with polygenic traits. What emerged was the need for manipulation of genetically complex traits, which in turn demands further basic knowledge in the areas of plant biochemistry, physiology and regulation of development. In zitrg_manipulations in crops may lead to new approaches to these problems by using potential advantages of the new techniques (55). Many of the early findings of animal cell fusions were reaffirmed by plant protoplast fusion. The animal workers found through interspecies cell hybrids such as human®mouse and rat® mouse that both parental genomes were expressed in the hybrid, and furthermore, in long-lived interspecies hybrid cell lines, the 6 chromsomes of one species tended to be preferentially eliminated (76,164). These findings have been replicated in plants and they particular relevance in agricultural research as a means of introgressing partial genomes. The selective loss of chromosomes when one fuses whole cells has lead to another promising approach to genetic modification which involves the incorporation of only a selected part of one cellular genome into another. Once a hybrid cell is made, the transfer of favorable genes can be produced by gene recombination as a consequence of allosyndetic meiotic pairing, translocations involving nonhomologous segments of chromatin, or substitution of alien chromosomes for another of the cultivated species (167). EarLyobservationslgn_multinuc1eate cells: The first observation of plant cell fusion was by Kuster (99) on onion root and Elodea leaf cells. Upon plasmolysis and deplasmolysis with calcium nitrate, he observed fusion of subprotoplasts. In 1910, he fused freely isolated protoplasts by the same process. After plasmolysis in calcium nitrate, protoplasts were deplasmolyzed and upon expansion were seen to fuse. Mechanically isolated onion protoplasts were again used in 1929 by Lory (102). Fusion was observed after protoplasts were held together by glass needles. By 1937, Michel (119) showed that certain environmental pretreatments of plants influenced the success of fusion and he also introduced the use of visual color differences to follow the fusion process; radish and beet root protoplasts containing native antho- and betacyanins were fused with colorless onion and horseradish protoplasts, respectively. 7 In the 1960's, enzymatic degradation of plant cell walls made possible the isolation of large numbers of protoplasts from many tissue sources and offered a reliable method for isolating viable protoplasts for use in plant cell biology studies and genetic investigations.' Plant protoplast fusion: Power et al. (134) observed that subprotoplast fusion was enhanced by sodium nitrate in cereal protoplasts. The first report of successful regeneration of hybrid plants produced by sodium nitrate fusion was by Carlson (18) between Nicotiana Llauca®fi. langsdorffii. This combination was later reconfirmed by Smith et al. (158) using polyethylene glycol (PEG) induced fusion. Several other reports of observed fusion using sodium nitrate were made in the 1970's (131,135). In 1973, Keller and Melchers (94) described a procedure for fusion based on reports with chicken erythrocytes which involved the use of high concentrations of calcium buffered at a high pH (10.5) and high temperatures (37°C). Subsequently, the high pH-calcium fusion method was used by Melchers and Labib (115) to create somatic hybrids between two light-sensitive mutants in tobacco and by Schieder (145) to fuse two auxotrophic mutants of Sphgerocarpus donnellii. In 1974, Kao and Michayluk (84), and Wallin et al. (174) reported the use of PEG to induce fusion in plant protOplasts that did not simultaneously reduce protoplast viability. The use of PEG coupled with calciumrhigh pH is currently used by many workers (71,117). Since the pioneering work with Nicotiana somatic hybrids, 8 fusion involving intra- and intergeneric crosses has resulted in the regeneration of hybrids, but success has been restricted primarily to the Solanaceae (57,170). Spontaneous cell fusion: Cells often fuse in organisms during ontogeny. Membranes fuse in intracellular states, particuarly in cells involved in endocytosis, bulk transport or in secretion. At fertilization, male and female cells fuse to form the zygote. Fusion in higher organisms appears to be ubiquitous and suggests that all tissues retain a genetic capacity for effecting cell fusion (164). In plants, vesicles of the Golgi apparatus coalesce to form the cell plate during cytokinesis, secretory granules build up from fusion of smaller vesicles and fuse to the plasma membrane. In fungi, mononucleate haploid cells combine to produce binucleate cells which can either remain as dikaryons or proceed into plasmogamy, ultimately followed by nuclear fusion, meiosis and sporulation. In animals, fusion of myoblasts to form myotubes, Osteoclasts and giant cells creates polykaryons formed during inflamation. From these examples, it becomes clear that membrane structure allows for natural fusion and intracellular coalescence. Induced fusion: A fusogen was required to effect interspecies fusion with regularity. The principle agents used to induce fusion in plant cells include (1) sodium nitrate, (2) high calcium ions in solution at high pH and exposed to high temperatures, (3) PEG, (4) a combination of (2) and (3), and (5) various lipid derivatives. Sodium nitrate was the first successful agent used to induce fusion in plant cells that allowed retention of sufficient cell 9 viability so that regeneration of somatic hybrid plants was possible (18,154). The second method employed calcium ions at a concentration of 40-50mM which were buffered at pH 10.5 and kept at elevated temperatures to induce fusion in meSOphyll protOplasts of tobacco (88). Toister and Loyter (168) had earlier indicated successful fusion upon exposure of chicken erythrocytes to 37°C at a high pH, then cooling the erythrocytes in 40mM calcium chloride and gradually rewarming them. Success using this method to produce plant somatic hybrids has been amply demonstrated (115,138,139,l45). The use of PEG to induce fusion of plant cells is well documented (27,40,43,84). This method has been highly successful in the production of somatic hybrid plants between two chlorophyl deficient mutants of_N. tabacum (115),_N. glauca and N. langsdorfii (158), Petunia hybrida and P. parodii (135), and albino P. hybrida and wild-type P. parodii (25). A variety of other agents have also been used to induce fusion between plant cells. Lysolecithin, a surface active lipoidal substance, is a product of lecithin and has been reported to induce fusion in hen erythrocytes (129). Polyvinyl alcohol, inorganic salts, sea water, antibody reactions, and dextran sulfate (48,123) have all been used as fusogens with some success, but none has so far resulted in somatic hybrid plants. Models.g§_gg11 fusion: The plasmalemma is composed of 60-80% protein and 20-40% lipid. The traditional model visualized the membrane as a bimolecular leaflet of lipid molecules with the hydrophilic ends oriented outward, inserted between two layers of protein molecules 10 extended in a B-configuration (93). The rigid bilateral symmetry of such a model, however, does not allow for a tenable hypothesis explaining fusion events, and it completely neglects the carbohydrate component of the membrane. In 1970, Lucy formulated the fluid mosaic model of membrane structure (103) which provides greater membrane plasticity by proposing the existence of two alternative forms of the lipoproteins. These forms are the bimolecular leaflet form and the micelle form. The lipids exist in the bilayer in a very fluid state with membrane proteins embedded in them. This model allows extensive movement of membrane proteins under certain stimuli as required to explain fusion phenomenon. A model proposed for membrane fusion (153) suggests that fusogens and heat perturb the bilayer structure of the plasmalemma, causing increased fluidity in localized lipid areas. Protein and glycoprotein particles then become aggregated within the perturbed membrane, leaving areas of the membrane free of protein. Calcium may also aggregate these membrane proteins. The proteinefree areas on closely apposed or agglutinated membranes are thought to be the sites of fusion as the lipids interact and intermix. Electron micrographs of fusing plant cells have shown agglutination to occur over large area of the plasma membrane (177), but point to localized membrane adhesions as the sites of initial fusion. Protoplast agglutination: PEG is thought to cause aggregation due to its slight negative charge in solution, which in combination with calcium, may form molecules providing electrostatic links between cells (84). The divalent calcium ion may form bridges between PEG molecules and the ll negatively charged carbohydrates on the cell surface. In addition, PEG plasmolyzes the protoplasts as well as the vacuoles of differentiated cells. Toister and Loyter (169) reported that agglutination by calcium in chicken erythrocytes was probably mediated by calcium ions quenching the negative surface charges caused by divalent membrane ions. Other lectins such as concanavaline A have been reported to mediate adhesion in auxotrophic mutants of tobacco (70). Multiple binding sites enable lectins to react with cells having suitable membrane carbohydrates, thereby cross-linking the carbohydrates located on adjacent cells (52). Other methods of agglutination have involved polylysine, low speed centrifugation and micromanipulation (66). Changes in membrane carbohydrates during fusion: Carbohydrates on membranes exist as neutral sugars such as galactose, mannose or fucose, or as amino sugars or sialic acid. ’Such sugars are polymerized into free polysaccharides or are covalentaly linked to lipids or proteins. Several lines of evidence suggest that carbohydrates play a major role in cell fusion. First, carbohydrates carry a characteristic negative charge which is borne naturally by cells at physiological pHs, and second, they play a part in the control of ion permeability. In addition, carbohydrates have been shown to be the determinant moieties for cell antigenic specificity and are often the receptor sites for viruses, bacteria, and aggregating agents (164). Hence, the carbohydrate moiety on the cell membrane plays a major role in fusion mechanisms. 12 Calcium may react with the negatively charged cell surface carbohydrates acting as a counter ion. Since carbohydrates seem to play a negative role in fusion, after aggregation, the carbohydrate containing coat must be removed or eliminated so underlying hydrophobic layers of the two membranes can become contiguous. Whithers and Cocking (177) provided some evidence for the presence of glycoprotein in the outer surface of isolated plant protoplasts. Changes in_membrane lipids during fusion: The change from the bimolecular leaflet structure to a planar array of micelles must occur if fusion is to be effected.. High calcium concentration may cause fusion by influencing micelle formation in lipid membranes (1,164,179). Divalent cations have a - strong compacting effect on micelles, created by bridging phosphoryl groups of adjacent lipid molecules, forming smaller units of membrane which may intercalate easier. The high calciumrhigh pH procedure may produce divalent bridges replacing the monovalent cations such as sodium, potassium and other protons as counter-ions on the anionic sites of the phospholipids, thereby causing contraction of the lipid structures by water displacement. and resulting in a greater likelihood of membrane fusion (21,143). Membrane coalesence appears to be separate from fusion and the merging of the cytoplasms requires microfilament activity, involving not only morphological considerations but cytoplasmic movement to open nascent cytoplasmic bridges into major connections and creation of a single unit. Environmental conditions favoring the functioning of microfilaments thus encourages colaescence and fusion; high calciumehigh pH promotes membrane coalescence. 13 Fusion g§.g§11§.§£ different cell cycle stages: When differentiated and cultured cells are used as fusion partners, all combinations of G1, S G2 and mitotic cells can be made. As a rule, homo- and heterokaryons show synchronous DNA synthesis after fusion is completed (162,163). The trigger for DNA synthesis appears to be dependent on the concentration of inducing factors present in the cytoplasms of S phase cells. Synchronization results from stimulation effects of S phase cytoplasms on Gl nuclei (164). Mechanisms for synchronization of mitosis are not fully understood, but several generalizations can be made. Late G2 and mitotic cells appear to have cytoplasmic factors that induce G1 or S phase nuclei to enter mitosis more quickly and S phase cells contain factors that prevent or delay entry of G2 nuclei into mitosis (164). It appears that mitosis itself may be prolonged in some instances so lagging nuclei catch up with the advanced nuclei during extended metaphases. Crucial events that follow cell fusion and lead to heterokaryon formation are nuclear fusion, cytoplasmic mixing and stable expression and replication of the combined nuclear and cytoplasmic genomes. Often the formation of mononucleate hybrid cells results in abnormal spindle organization and chromosome movements, so the first division of heterokaryon and daughter cells fail. In addition, multipolar divisions mey result. Interphase nuclei have been observed to fuse in heterokaryons (28,29,40,82). Nuclear fusion may also occur during the first mitotic divisions after protoplast fusion in which division is synchronized. Overlapping spindles can lead to the inclusion of both sets of chromosomes within the new nuclear membrane. The fact that division has been 14 observed in heterokaryons arising from the cell fusion of protoplasts from a wide variety of plants indicates that there may be an absence of initial nuclear-cytoplasmic incompatibility (28,40,72,82,86). Coordination of nuclear events is frequent in heterokaryons, but not always found. Some asynchrony and even negative synchrony has been reported (10). It appears that nuclei can fuse to form synkaryons and thus hybrid cell lines, or in the heterokaryons nuclei can divide independently resulting in chimeral tissue (15). In the intergeneric cross of soybean and corn, 50% of the first divisions and 302 of the second divisions were found to be synchronous (83) whereas division in Xigia and soybean hybrid cells were not synchronous (86). Premitotic nuclear fusion as well as mitosis has been detected cytologically in intergeneric plant hybrids also (28,40,83). Premature chromosome condensation: The fusion of mitotic cells with cells in interphase often results in precocious attempts by nuclei of the latter to enter mitosis. The chromatin of interphase nuclei condense into small chromosome-like structures unattached to a spindle and thus are subject to loss in subsequent divisions. These forms have been linked in HeLa cells and in plant cells to the stage of the cell cycle at which interphase nuclei cells are fused with mitotic cells (47,161,164). Cations that bind to DNA phosphate groups and influence normal DNA-protein interaction have been linked to the promotion or inhibition of mitotic chromosome condensation (164). 15 Efficiency g§_plant_p;ptoplast fusion and hybrid cell recovery: Selection systems: Hybrid cells do not always divide faster than parental lines and must therefore either be enriched through selection schemes or mechanically separated as single cells. Nonselective methods have been used successfully in isolating plant hybrid cells between N. glauca and soybean (86) and Arabidgpsis thaliana and Brassica campestris (67,69,84). Visually identified heterokaryons are followed individually at low plating densities in an enriched agar medium or by the feeder layer technique (66,119). The advantage of this system is that any two species can be combined and given appropriate nutritional and environmental conditions to induce division and eventually regeneration. However, the efficient recovery of somatic hybrid cells requires that all potential fusion products be visually or otherwise identified and induced to grow. The low percentage of fused cells of the requisite combinations the infrequent formation of synkaryons, and difficulties in inducing division in hybrid cell lines all account for frequent low production of hybrid cells (1 in 1 x 106) (15). Identification of fusion products by selection techniques can be done based on cytological differences in parental cell morphology such as pigmentation, type of vacuolization of the cytoplasms, or by the size and Structure of the nucleus (15,42,95). Most selection methods rely on several of the above morphological differences to check the functioning of the system. Selection systems can be strict, resulting in the elimination of both parental lines, or semi-selective, in which cells of one parent are eliminated while heterokaryons and cells of the other parent both divide. At the cellular level, these selection methods 16 can be used to study nucleo—cytoplasmic relationships. An added selection process can be made at the whole plant level. The following selection strategies have been devised for working with plant cells which have high levels of biological competence in terms of mutant production: Hormone prototrophy and resistance 59 high hormone concentration: Carlson, Smith and Dearing (18) and Smith (158) used hereditary hormone prototrophy in combining N. glauca and N. langsdorffii by selecting dividing hybrid cells in a medium.with no auxin or cytokinin. Carlson reported the formation of stable amphiploids similar to sexually produced plants, while Smith, upon analysis of 23 somatic hybrids, found higher ploidy levels. Differences in hormonal factor requirements were used for selecting hybrid cells from Petunia hybr-ida® Parthenocissus tricusgdata (134) and P. hybrida®§. parodii (136) combinations. As a result of complementation, the hybrid between P. hybrida and ‘P. parodii displayed tolerance to high levels of hormones and made possible the preferential growth of hybrid callus tissue which was later regenerated into plants. Temperature sensitivity: Selection of interspecific hybrids may use the temperature sensitivity of one parent coupled with differential tolerance to extreme temperatures in the other. Dudits (39) used high temperature for selection of hybrids in cell cultures of soybean and rice.. At 37°C, rice was able to divide whereas soybean did not. When plated in a medium that supported only soybean division coupled with a shift toward higher temperatures, the heterokaryons divided while the parental cells did not. The recent isolation of temperature sensitive mutants in tobacco (107) has renewed interest 17 in the possible application of temperature sensitivity to selection of somatic hybrid cells. Sensitivity tg_unusual metabolites: Conavanine is an unusual amino acid that has shown species specificity in terms of resistance and may be applicable to a selection system (154). Along these lines, propanyl resistance in rice was used by Dudits and Nemet (41) to prepare a semi-selective medium for fusion with wheat protoplasts. Propanyl inhibits the enzyme arylacylamidase. The tolerant rice parental cells and heterokaryons were shown to divide in the medium. Herbicides and phytotoxins have been suggested for selection as well (49,74,154,l70,) with hybrid formation dependent on the activation of enzyme detoxification systems. Complementation between recessive genes: 'The search for biochemical auxotrophs in higher plants has not yet resulted in as much mutant material as the procaryotic systems. However, several auxotrophic lines have been used to some extent in plant hybridization studies. Kao (89) has shown that several glycine auxotrophs can be classified into four complementation groups. Schieder (145) used auxotrOphic mutants of Sphaerocarpgs donnellii and after fusion and plating on a simple mineral medium was able to select hybrids which had complemented with respect to nicotinic acid and glucose requirements. He also used complementation in pantothenate deficient Datura lines to select hybrid cells (89). Maliga et al. (105) used nitrate reductase deficient lines of _N. tabacum, cix and nia, to complement the wild-type and showed on the basis of chlorate resistance that the hybrids were the result 18 of complementation. A selection process developed for human and animal cells by Wright (178) allowed selective growth of fusion products by complementation between artifically induced metabolic blocks created by diethylysocarbonate and iodoacetate. Nehls (125) applied this technique successfully to plant cells in the fusion of .SQIQngm.nigrum and Petunia h brida, but only limited growth of the heterokaryons occurred. Chlorophyll deficient mutants have been most frequently employed in selection schemes as a way of visually identifying hybrid cells (25,115,146,l47). The first demonstration of albino complementation was in maize using a green chloroplast containing cells fused to a white chlorophyll deficient mutant cell line (63). In the heterokaryons, greening was observed in the white chlorOphyll deficient plastids. Melchers and Labib (115) used complementation between two chlorophyll deficient mutants in tobacco to select hybrid cells. In both lines, the mutation involved sensitivity to high light intensity, but was determined by non-allelic recessive genes, §_and v. As a result of complementation and selection under high light intensity, green pigmented colonies could be visually distinguished from the yellowhgreen parental cells. The regenerated hybrids were determined to be identical to the sexual hybrids. Samsum tobacco and the sulfur mutant SQSQ, a homozygous chlorophyll deficient tobacco line, were used by Gleba (64) to isolate hybrid cells showing the restoration of photosynthetic ability as a result of nuclear and cytoplasmic complementation. In contrast, Dudits (45) using an albino carrot line fused with X-ray l9 inactivated parsley, did not find complementation as evidenced by restoration of chlorophyll synthesis in the hybrids, but rather a rapid sorting out of each chloroplast type as well as a preferential loss of parsley chromosomes from the synkaryons resulted. However, cytological markers from the parsley parental line made it clear that stable parasexual integration of part of the parsley genome into a chromosome of the carrot line had indeed occurred. Drug resistance and differential growth: Cocking et al. (25) and Power et al. (136) used suppression of growth and actinomycin D sensitivity to produce hybrids between Petunia hybrida and P, parodii. Complementation between the albino P, hybrida line coupled with wild-type P, parodii leaf mesophyll cells allowed visual identification of hybrid callus. A strict selection scheme was designed with actinomycin D affecting the growth of one parental line, 3. h brida, while the selection medium employed did not allow,§. parodii to grow beyond the small colony stage. Differential growth coupled with complementation to green allowed Power at al. (138) to identify and remove cells at the callus stage in the somatic hybrid between P. inflata and P. parodii. Gene regulation patterns 1g hybrid cells: Data on the regulation of gene activity in somatic hybrid cells are relatively scarce. Observations on the fate of physiological and biochemical markers in hybrid cells and heterokaryons have shown that in order to function in the same nucleus and elicit normal morphogenesis, the genomes from two different sources must be intercompatible with respect to 20 regulation of gene expression (15). Several markers have been used to show that many heterokaryons express information coded by both parental nuclei. These include male sterility or fertility (6,79,180), the inheritance of peptides from the large subunit of Fraction 1 protein coded by the chloroplast genome (24,96,116), and the isozymes alcohol dehydrogenase or aspartate aminotransferase (49,175). Many other types of heterokaryons reveal that prOperties characteristic of one or the other parental cell lines are eliminated or suppressed in the heterokaryotic state. Progeny analysis g§_somatic hybrids: Several progeny analyses have been performed on the interspecific and intergeneric somatic hybrid plants and cybrids following recovery and regeneration after protoplast fusion (3,64,105,138,139,148,157). Generally, somatic hybrids have been evaluated on the basis of chromosome number, chromosome size differences, isozyme patterns, intermediate morphological phenotype, peptide distribution of ribulose-l,5-bisphosphate carboxylase-oxygenase, and restriction enzyme digests of mitochondrial and chlorOplast DNA (78,96,98,99, 124,148,151). However, the breeding behavior of somatic hybrids in subsequent generations has been reported in only a few instances (137,149). Schieder (149) found after four generations of selfing somatic hybrids produced from the fusions of Datura innoxia®D. discolor and Q. innoxia®D. stramonium, that chlorphyll deficient types occurred regularly. He observed little variability among selfed progeny with the exception of one plant which lacked the violet striped throat contributed by D, discolor. That exceptional plant 21 was aneuploid. Power at al. (137) compared flower color segregation in sexual and somatic hybrids of Petunia hybrida x P, parodii. They observed no cytological abnormalities in meiosis of hybrids produced by protoplast fusion, yet minor segregational variations were detected between individuals from both somatic and sexual hybrids. Overall, both types of hybrids segregated for flower color in a similar manner. Variability ig_tissue culture: .In_!itrg techniques have not had the impact on conventional breeding that was anticipated at the beginning of the last decade. Protoplast regeneration and successful regeneration following somatic hybridization and the demonstration of universal plant totipotency have been recalcitrant in most major crop species. However, in the face of these seemingly insurmountable problems, it has become increasingly evident that the in_yi£rg_culture condition itself may be generating varying degrees of genetic variability (4,100,126,154,l67). The genetic mechanisms behind such variation has remained, to this point, speculative, but several different mechanisms, chromosomal and genie, appear to be functioning at the nondifferentiated state in cell cultures. Although the chromosome complements often remain stable in meristem tissue culture propagation systems, variability in plants regenerated from callus has been directly or indirectly attributed to changes in ploidy, gross chromatin structural changes, or other chromosomal abnormalities such as formation of rings, multivalents, chromosomal chains, and multipolar divisions (154). Yet wide combinations for fusion have resulted in at least a few divisions, 22 indicating no somatic incompatibility exists early in the ontogeny of fused cells (65,86). Phenotypic changes in regenerated plants: Culture induced variation after 32 yitrg propagation has been exploited for use in crop species such as sugar cane, potato, tobacco, rice, oats, maize, barley, Brassica species and others (100). Different expressions of physiological and morphological changes have been reported including habituation (114), changes in biochemical sensitivity (23), alterations in growth habit (77), and alterations and modifications of cellular constituents such as pigmentation changes (159). Morphological changes have included leaf and flower variegation, changes in quantitative characters such as floral and leaf dimensions, and pollen fertility (105). In addition to morphological traits, there have been instances of enzyme and other biochemical alterations. Carrot cultures have been isolated that show high levels of 5-methyltryptophan (176). Partial resistance to methionine-sulfoximine has been reported in toabcco after mutagenesis (18), and streptomycin resistance lines in tobacco have been generated in culture using selective techniques (113). Some carrot somatic hybrids have shown cycloheximide resistance (101). Somatic hybrids from the cross Nicotiana knightiana (wild-type) ®N. tabacum (albino) showed variable but significant numbers of plants with leaf plastid and flower pigment variegation which was attributed to numerical instability and subsequent somatic segregation of the chromosomes (105). These hybrid plants displayed heterogeneity in overall morphology, while reports of the hybrid combinations have indicated stable production of hybrid 23 plants with intermediate parental characteristics (69,136,138,l39,l48). Organelle variation: Plastid segregation in somatic hybrids has been shown to ' follow the rapid and random sorting out of both parental types (3,6,24,68,96,116,ll7). In interspecific hybrids, plastid segregation may be the consequence of chromosomal-cytOplasmic interactions (151). Selection systems used for the recovery of heterokaryons could inadvertently be applying pressure to one or the other parental types. In addition, the differentiated state of wild-type plastids with the mutant proplastids of the mutant protoplasts of the fusion partner may be causing uniparental plastid predilection . (25,lOS,llS,l38). However, in intrageneric fusions, chloroplast DNA (chNA) has been shown to sort out randomly and completely to one of the parental types, usually wild-type, even when the above constraints of nucleo-cytoplasmic incompatibility, selection pressures, and state of differentiation of isolated protOplasts were intentionally eliminated (151). A recent report of changes in the peptide patterns of the large subunit of Fraction-l protein in plants regenerated from anthers of somatic hybrids has shown that both parental types of the large subunit peptides were translated in somatic hybrids (78). The plastid genome of N. rustica appeared to be preserved in the hybrids even though the initial predominant expression was from the N, tabacum genome. In addition, restriction enzyme analysis of chNA revealed a high frequency of chNA alteration in male sterile, but not male fertile N. tabacum cytoplasms which suggests 24 recombination of chNA may have occurred (98). Mitochondrial DNA (mtDNA) has also shown variation in tissue cultured plants (6,59,124). Using restriction analysis of mtDNA in progeny of selected, phytotoxin resistant male fertile plants, Gengenbach and Connolly (59) found three lines with unique restriction patterns, distinct from each other and from N cytoplasm maize. Nagy, Torok and Maliga (124) found extensive rearrangement of mtDNA in N. tabacum®§. lmightiana somatic hybrid plants. Chromosome patterns 2f hybrid cells: Early observations by Sorieul and Euphrussi (50) of interspecific hybrid animal cells showed chromosome numbers which approximate or were slightly less than the expected number if a l + 1 fusion had occurred. Only rarely did the mean values for the cell population exactly equal the sum of the parental karyotypes (50). In plant somatic hybrids, conflicting reports of karyotype stability (18,43,45,105,136,144,148,157) have lead to a reassessment of potentials for complete genome retention and expression in hybrid cells. Regenerates with aneuploid chromosome numbers or higher ploidy numbers than expected from the fusion of one nucleus of each parent has been reported in every case but two (18,138). In the cross Daucus carota®_D. capillifolium (43), departures from the expected chromosome numbers were attributed to abnormal chromosome number in the cell cultures used for fusion, the loss of chromosomes during development of the hybrids, or the involvement of more than two protoplasts in the formation of a fusion product. 25 In human®mouse hybrids, the preferential elimination of chromosomes of one species with the retention of chromosomes of the other species occurs frequently. Little is known about the mechanism of chromosome loss and the factors which determine the direction and rate of loss (164). However, the direction and rate that the reduced chromosome number comes to predominate in the hybrid can be controlled to some extent by culture conditions, the species involved in the fusion, and also the state of differentiation of the parental cells used in the fusion (89). Chromosome loss is presumably a consequence of unequal distribution of chromosomes during mitosis and cell division, and the growth advantage that some of the resulting variants have over the original hybrid clone (35,89). Cell fusion has been a valuable technique for mapping human chromosomes. With the identification of individual chromosomes by standard chromosome morphology based on ratios of arm lengths, location of secondary constrictions or banding with quinacrine, it has,been possible to study the loss or retention of particular enzymes in cultured cells induced to lose all but one specific chromosome. By relating the expression of a human gene product to the presence of specific human chromosomes, one can identify the chromosome containing the gene for that particular product (89,164). Such mapping methods have not been employed in plant somatic cell hybrids. Chromatin-changes: Evidence points in some cases to culture induced variability being generated by chromosome breakage and subsequent ligation (100,132). Since the culture environment may be permissive in that 26 it may allow such events to survive, it may also provide an environment which stimulates recombination in interspecific hybrid cells. If this introgression could be controlled and directed, it would have an immediate beneficial impact on the production of desirable genotypes. Orton (126) found that tissue culture of Hordeum caused polyploidy, aneuploidy and chromosomal rearrangements as evidenced by an examination of pollen mother cells and isozymes from leaf tissue of plants regenerated from callus. Plantlets derived from cultures of the sexual cross of H, vulgare x_H. jubatum had enhanced multivalent formation. Chromosomal behavioral irregularities common to heterokaryons included chromosomal "stickiness", bridges, fragments, rings, branched chromosomes along with di- and triconstrictional chromosomes observed in one parental genome (N. glauca) but not the other (soybean) (46,86,105). After 4 to 7 months in culture, Arabidobrassica hybrid cell lines contained chromosomes of both species (65). However, a significant percentage of cells with di- and multiconstrictional chromosomes were observed. Isozyme studies using esterase, lactate dehydrogenase and peroxidase stains supported the claim that chromosomes of both parents were present. Often phenotypically altered plants are not grossly aneuploid, but show a normal karyotype. High yielding lines regenerated from potato protoclones had normal karyotypes (152) and sorghum clones displaying drastic phenotypic alterations also had normal karyotypes (56). In somatic hybrids between_2. carota and Aegopodiumgpodaggaria, karyotyping indicated that only Daucus chromosomes were present, yet phenotypically, the plants displayed 27 the CAPO characteristics that could only be associated with a hybrid genome (45). The rearrangement of small chromatin segments have been substantiated by the observance of chromosomal irregularities such as bridges, accompanying acentric fragments, ring chromosomes and micronuclei. Such breaks may result in gene position changes which influence exon splicing and thus transcriptional efficiency. When structural genes are brought in contact or at least in close proximity with heterochromatin as a result of rearrangements, altered gene expression results (110). When rearranged and normal chromatids occur in structural heterozygotes, the wild-type gene function occurs in only part of the cells, creating mosaic or variegated phenotypes with areas of wild-type and mutant cells occurring in sectors of tissue. This phenomenon appears to enforce the view that genes do not act independently, and demonstrates that precise linear continuity of genes is important in determining the pattern of gene action, or coordinate gene function even with the excess of intervening and repetitive sequences characteristic of eucaryotic DNA. A rearrangement may also delete or inactivate a dominant allele allowing the recessive allele to be expressed leading to a condition known as culture-induced hemizygosity (22). Such deletions of specific loci appear to have occurred in tobacco clones (4). - figggugmplification: In eucaryotes, it has been documented that structural genes may be amplified during differentiation or in response to environmental pressures (150,173). Stepwise selection has been used to increase and ultimately amplify the gene dihydrofolate 28 reductase in mouse cell lines by using the inhibitor methotrexate (150). Also, it has been possible to select N-(phosphoacetyl)-L-asparate resistant cell lines in hamster with concomitant amplification of the CAD genes (172). In plants, evidence for gene amplification is indirect, but Gengenbach and Green (58) obtained resistance to Helminthosporium maydis race T toxin by stepwise selection methods. Similarly, Nabors et al. (122) achieved salinity tolerance in tobacco using a successively higher salt concentration for selection. ££;§lEE evidence for gene amplification has not yet been demonstrated in plants. Somatic crossing-over and sister chromatid exchange: Somatic crossing-over in heterozygous tissue results in twin spotting or sectors of dominant and recessive homozygous tissue adjacent to each other. It has been reported in many plant species such as tobacco, Antirrhinum majus, Tradescantia, Gossypium, and soybean (100). In addition, twin spots have been reported in homozygous cotton lines (5). One case of twin spotting was found in tissue cultured-Sggg tobacco heterozygotes after irradiation treatments (20). Tissue culture allowed the expression of somatic crossing-over events induced by outside sources. Direct effects of the tissue culture process on the frequency of somatic crossing-over events have not been demonstrated. Sister chromatid exchange leads to unequal genetic exchanges through duplications and deficiencies. The induction of sister chromatid exchange by tissue culture has not been shown. Transposable ggnetic elements: Over the past decade, develOpments in molecular genetics have lead to the realization that chromosomal Spatial arrangements are 29 not static but constantly undergo significant sequence alteration. The biological consequences of such genetic alterations can be extensive. First reports of agents that appeared capable of inducing alteration in chromosome structure and gene expression were in maize by McClintock (109). The drastic alteration in chromsome organization such as deletions, inversions, and duplications occurred at sites which mapped classically as distinct genetic units but which were also capable of transposition to new sites (111). Studies on transposable genetic elements have shown that the fluid rearrangements of DNA may provide adaptive advantages under some environmental conditions (16). The function of mobile elements in the genome has been the subject of considerable speculation. McClintock (109) and Calos and Miller (16) proposed that translocatable elements might be involved in control of developmental pathways during cell specialization. Recent research has provided examples substantiating this view, with the finding that mature immunoglobin kappa light chain genes are formed during development from separately coded V, J, and C domains (16). Kappa light chain gene formation involves a directed rearrangement of sequences that requires the excision of intervening DNA, which is partly responsible for the diversity of immunoglobin molecules. Other processes which generate diversity, such as antigenic variation by parasites, may also involve DNA rearrangements (l6). Yeast mating type conversion is another example of a directed rearrangement of 30 DNA sequences to perform a specific function (16). The phenomenon of discontinuous coding sequences may also be related to transposable elements. The intervening sequences are generally terminated in short, imperfect direct repeats which may have been derived from insertion sequences (16,90). The presence of transposable elements in the eucaryotic genome may allow adaptation of a cell to a new environment. Transposition allows both movement of specific coding regions and duplication, thereby increasing gene dosage and providing for genetic variation without lethality (16,90). Movement of a sequence to a new location can bring genes into a region where they would come under the control of genes active in that region, or alter the expression of genes near which it has inserted. Such events over time would explain the gradual alteration in DNA sequence arrangement observed in many species (54). Directed rearrangements could result in a faster programmed evolution than is possible with single base changes in structural genes. Natural selection favors individuals and populations that have acquired traits conducive to survival and reproduction. The generation of biological variation which gives rise to new and potentially advantageous combinations of genetic traits, is of prime importance in this endeavor. Transposable genetic elements possess the ability to induce chromosome reorganization, and thus may make significant contributions to changes in gene expression and genetic diversification. Flavell (54) proposed a model for the structure and evolution of higher plant genomes in which patterns are created and evolve by transposition of short pieces of DNA 100 to 1000 base pairs in 31 length into different DNA sequences, creating three organizational patterns: repetitive DNA, tandem arrays of repeating units, and repeated DNA interspersed with short segments resulting in complex permutations. Such movement is postulated to be relatively common, and under stressful conditions, transposable elements may provide the needed genetic plasticity required for survival. Most sequences in cereal chromosomes have been created by recombination of unrelated sequences into new linear combinations. During evolution and divergence of the species, rounds of sequence amplification and deletion may have occurred, creating major sequence differences between chromosomes and related sequences (54). Controlling elements are transposed by recombinational mechanisms which are not dependent on extensive genetic homology between DNA sequences. General genetic recombination results in genetic exchange of alleles, while controlling elements initiate major structural permutations in DNA (12). Such alterations affect adjacent genes by increasing or decreasing the activity of the gene. Thus, the elucidation of information concerning controlling element function may lead to further understanding of the expression of plant genes. Evidence for transposable genetic elements exists not only in bacteria and higher plants, but similar genetic behavior has been observed in other eucaryotic organisms including Drosophila melanogaster (11) and Saccharomyces cerevisae (17); The sequences Tyl in yeast and copia in DrOSOphila seem to be active in transposition. In contrast to bacterial systems, however, there is a lack of integration specificity. Although lack of specificity 32 may preclude the involvement of transposable elements in development, they may, like procaryotic transposable elements, modulate gene activity given specified environmental conditions. Relationship between transposable elements and genetic instability: The fate of genes and chromosomes following interspecific gene transfer has been given detailed study in some species (60). Genes from one species can often be introduced into another without evident changes in their action and with little effect on their stability as in hexaploid Triticum, where alien gene transfer is a productive method for introducing new genetic variability into the species. On the other hand, genetic instability can often be induced through interspecific crosses. In dicots, one of the earliest known cases of genetic instability following hybridization was described by Harland (76) in Gossypium purpurascens. A gene controlling the appearance of petal spots was found to be unstable upon backcrossing to Q, hirsutum. Also in this genus, an unstable leaf shape allele in Q, arborensis became stable in hybrids with g, anomalium. Such information suggests relative stability of a gene may be under control of the residual genotypes. Mosaic regions in plant tissues have been reported in a range of species and have been related to a variety of genetic causes. Sastry (144) hypothesized that naturally occurring cases of instability in plants were the result of residual alien genetic material left from evolution. Over time, residual DNA fragments may have become permanently fixed in specific locations on the chromosome, resulting in little or no transposition, or the new DNA fragment may have been recruited for different functions, such as 33 gene regulation during deve10pment resulting in predictability of controlling element behavior. Maize genetic instability- Mangelsdorf (108) pointed out in maize teosinte hybrids that gene instability had its origins in the interaction of two alien genomes or parts of genomes. While studying the inheritance of pigment distribution in maize plants that had undergone cycles of chromosome breakage, gene suppression or activation was observed at certain times (110). The patterns of variegation were heritable and were shown to move inactivating genes on other chromosomes. Recently, further support for the biological switch hypothesis was provided with the finding that mutator activity in maize arose late in ontogeny and thus was developmentally rather than chronologically triggered (165). Chromosomal rearrangements are considered an essential property for classification of mobile genetic elements as controlling elements (16). McClintock's genetic analysis suggest that three or more genes are often affected simultaneously, indicating that the structure of the chromosome can be rearranged at the site of the controlling element (111). Controlling elements are often organized as systems consisting of a regulatory and receptor elements. To detect the receptor, it must be present at or near a gene with an identifiable gene product. Its presence results in the suppression of gene activity. However, when the receptor is in the same genome as the regulatory element, gene expression is restored in some cells resulting in variegation of gene expression. The regulator is thought to affect the receptor through some trans-acting signal (53,126). 34 Two systems of controlling elements exist in maize: the autonomous and nonautonomous mutable systems (125). In autonomous mutable systems, the receptor and regulatory elements are both located at the controlled gene. In the progeny of plants with autonomous controlling element systems, the element appears to have _ been transposed to a new locus, resulting in a change in linkage relationships. In the nonautonomous systems, the receptor and regulatory elements are located at distinct positions in the genome and excision and subsequent reactivation of the receptor is dependent on the presence of the regulator. The Agzys system in maize is one example of a nonautonomous, two element system. The receptor 22 can be identified after insertion and subsequent suppression or alteration of gene action at a locus. The location of D3 is stable in the absence of a signal from the regulator Ag: When Ag_is introduced into the genome by crosses to specific tester lines, 23 may transpose from the locus leaving a stably altered or completely functional allele. Excision is found in maize and Drosophila to be under genetic control and may be influenced to a certain extent by the background genome (110,126). The chromosomal location of 2s may be determined when it is not located at a defined locus by its ability to cause chromosome breaks. In response to Ag, 2s can induce breaks at the point of its insertion, resulting in acentric fragments carrying genes between gs and the end of the chromosome. A dicentric chromosome carrying the genes between the centromere and 2g is formed in the daughter cells that receive the broken chromatid. This initiates 35 the breakage-fusion-bridge cycle. The dicentric chromsome breaks in ensuing anaphases, resulting in random losses of marker alleles. The position of 2;, therefore, can be determined relative to other markers (14). Besides transposition, there are-other known consequences of events initiated by 2s that appear only when AS is present in the nucleus. These include dicentric chromatid formation, deficiencies, duplications of segments, inversions, ring chromosomes and reciprocal translocations between chromosomes (110). Bacterial transposons and maize controlling elements have some similarities, but are generally less complicated that those found in maize. Both types are limited in number, indicating that the transposition mechanism is the property of specific elements, using specific sequence recognition sites for enzymes (38). Likewise, both types exert gig effects on genes in their vicinity. If they are integrated into a gene, the gene is completely inactivated. If the site of integration lies adjacent to the gene, then increased or decreased gene activity results (16,90,126). These effects are heritable, however, and in maize, controlling elements occur in pairs rather than singly. Other complexities enter into the activity of maize controlling elements which, unlike bacterial transposons, appear to program and direct development. McClintock described controlling elements that programmed the time and type of gene action during development and which had the capacity to integrate the activity of two or more genes (112). 36 Drosophila genetic instaibligy - In Drosophila, DNA of some moderately repeated gene families are known to be mobile. Transposition of the 412, 297 and copia disperse repeated gene families have been reported in both fly populations and in tissue cultured cell lines (132). Mbbile sequences were more abundant in the genomes of Drosophila tissue cultured cell lines than embryo DNA as detected by DNA—DNA hybridizations (160). Potter demonstrated that these elements were amplified and transposed in the Drosgphila genome during the course of cell proliferation in culture (132). .Furthermore, the additional elements which occurred in the tissue culture cells transposed to different locations in the genome rather than being amplified locally. The insertion frequency of the elements 412, 221, and ggpi§_appeared to be independently modulated in the cultured vs. embryo genomes, however, each of the three elements displayed differential increases in the number and location of insertion sites as evidenced by $3 gigg hybridization using 3H- labeled cDNA.. The tissue culture environment was judged more permissive for such transpositions, since cells would tolerate more mutation than the embryos which must develop into a viable organism. All nonlethal transposition events were presumed to remain in the cell population (160). Studies on the transposition of elements in Drosophila cell culture suggests many potential insertion sites exist and that the only function of these elements may be to promote genetic variability. Their gene products may only be necessary for the maintenance and mobility of the elements themselves, rather than for other cellular processes (160) as in the plant systems. The moderately repeated gene families 412, 297 and COpia have 37 DNA sequence homology and thus may be evolutionarily conserved. These DNA sequences are similar to procaryotic transposable elements in that they contain AT-rich inverted repeats on the ends (26,133). All bacterial tranposons studied to date have inverted repeated sequences on the end. Nicotiana ggnetic instability - Genetic instability frequently arises following interspecific hybridization and is of particularly common occurrence in hybrids of the genus Nicotiana. Therein, a variety of phenotypic expressions of hybrid instability are found including variegation in the pigment of flowers or leaves, variation in morphology and plant habit during development, and variability in growth among hybrid plants (156). Several examples of instability in interspecific Nicotiana hybrids were cited by Kostoff (94) where in all of the hybrid combinations, one parent species was a member of the Alatae section of Nicotiana.. Unstable genes have been found in Nicotiana with prOperties resembling the controlling element systems described in maize (142,157). High frequencies of the unstable gene 1 were produced from the cross N. langsdorffii xIN. sanderae. The allele was not observed in the parental lines which were assumed to be homozygous for a dominant V conditioning uniformly colored non-variegating flowers. Progeny with distinct patterns of anthocyanin distribution in floral tissues were found. This somatic instability was fixed into a genotype close to the N. sanderae parent by a series of backcrosses followed by selection for the instability. Crosses among the major distinct phenotypes revealed simple inheritance of three distinct genotypes conditioning four phenotypic classes. Two 38 separate alleles at the y locus were required to account for the different breeding behaviors of the variegated classes. The class Var-l phenotypes occurred over a wide range of time during plant or flower development and therefore, sectors involving only a few cells, or major portions of the flower were found. Var-3 phenotypes were similar to Var-l but showed a difference in the timing of the sectoring events. The genetic constitution of Var-3 was postulated to include a unique and independently segregating regulator component in addition to the y_locus called flecktimer (§1£_§). Flt (3) modified the timing of somatic sectoring events and could clearly be distinguished by linkage with a stable marker gene, E, a gene for corolla tube pigmentation, that was independent of 1, Both alleles of y_were unstable and somatic mutations occurred in both directions, so a chromosomal deletion was apparently not involved. Differences in frequency and developmetal timing of these reversible mutations were shown to have both heritable and environmental components (140). Higher temperatures decreased somatic speckling but increased sectoring. In addition, the phylotactic position of each flower borne on the plant affected the instability of the y locus (141). Nicotiana also displays floral variegation in N, tabacum x N, otthora crosses which can be attributed to the frequent deletion of the carmine allele of N, otophora located in the distal part of a translocated chromsome segment (l3,60,61,62). Cytological investigation revealed abnormal chromosome behavior with dicentric chromsomes, fragments and anaphase bridges. Backcrossing the hybrid to N, tabacum induced breakage of one large heterochromatic 39 block of N, thphgra, In plants marked 9992, corollas were variegated due to deletions in the carmine allele (Cg) from N, otophora, uncovering the recessive coral (92) condition. Another Nicotiana cross between N, tabacum x N, plumbaginifolia displayed flecked flowers (2,120). All combinations of the parental lines showed somatic variegation of dominant characters which were carried on the pgg_genome. It was established that the variegation was due directly to the loss of chromosomes. Petunia genetic instability - The occurrence of unstable anthocyanin alleles in Petunia species were reported as early as 1935 when Malinowski described an unstable race of P, violaceae which displayed variation in the amount and distribution of pigmentation in the flowers (106). Demerec (37) also listed the genus Petunia in his complilation of unstable genes, describing gene in P, violaceae which affected both color and size of the flowers at the same time. Cornu (33) isolated five unstable systems related to anthocyanin production in Petunig_hybrida flowers isolated after mutagenic treatment (alleles Anl, An2, An3, An6, and Pgfl). In addition, Bianchi found anthocyanin instability conditioned by recessive dwarfing gene (7) and Potrykus reported an unstable plastid mutation in P, hybrida (130). Farcy and Cornu (57) identified a series of unstable 522:2. alleles in P, hybrida characterized by the production of a large number of sectors with colors intermediate between the dominant and recessive phenotypes. They hypothesized that the unstable mutations were the result of the integration of an insertion 40 segment into the 53;; locus at different sequence points, resulting in varying amounts of decreased gene expression. The occasional excision of this insertion segment was thought to give rise to new gggzg stable alleles, depending on the precision of the excision process. Bianchi et al. (8) found upon selfing of a red inbred P. hybrida line several red-spotted white flowers among the progeny. This instability was attributed to the A21 locus. They postulated that-Ag; consisted of both a structural gene responsible for production of the enzyme UDP glucose:cyanidin 3-O-glucosyltransferase and a regulatory element built up from intermediate repetitive DNA. The regulator element consisted of two components: the "mutator", which activates of the structural gene, and the "expressor" which modifies the rate of activation. Mutations were considered to represent large or small deletions within one or both of the components. Mutations in the mutator were thought to increase or decrease spot density while mutations in the expressor would result in changes in color intensity of the spots. Examination of Anl_instabilites by Mulder (121) revealed that the red-spotted white flower was trisomic, but the chromosome present in triplicate was not the chromosome with the NgP_allele. He concluded there must be an independently segregating factor which influences the frequency of mutation to the dominant Ngl_ locus. Cornu (32) and Maizonnier and Cornu (104) described another unstable allele in P, hybrida, the NPl_allele. The gene NPl_causes 3' and 5' hydroxylation of the B-ring and the formation of petunidin and paeonin glucosides. After gamma radiation, striped 41 mutants were frequently found in the progeny. Such striped phenotypes were also found in the progeny of a haploid plant used as the male parent. Mutants had intense zones of alternating light and darkly pigmented areas on the lobes, correlated with the presence of petunidin and paeonin, respectively. Karyotypic analysis revealed an arm of chromosome I had been translocated to the long arm of chromosome II in striped mutants. The breakage point of the arm of chromosome I was concluded to be at the NP}. locus. Origig§_gf_gontrolling elements: One question which has not be adequately answered concerning controlling elements is their origin. The elements studied most extensively have been the P§:Ag_and §2m_systems in maize. These elements were discovered in maize lines after the introduction of genetic instabilities. Such instabilities have been shown to result from either the initiation of the breakage-fusion-bridge cycle (109) or after exposure to atomic radiation (128). There are three possible ways controlling elements could originate. They could be formed gg.§gyg, by the introduction of viral genes, or by the unmasking of an element present elsewhere in the genome. While the first two possibilities have received limited support (38), new occurrences of controlling elements as a result of chromosomal damage supports the hypothesis that such elements may have previously been located in or near heterochromatin where they could not respond to regulatory signals. Each new mutable allele arose from a functional allele and thus represented an unstable inhibition of a previously functional gene. The inhibition of gene activity is attributed to the insertion of 42 the controlling element or a derivative of it in or adjacent to the gene. It seems likely that highly mutable systems of higher plants arise when a foreign piece of DNA, at least foreign to that part of the genome, is inserted into a chromosome segment concerned with regulating accessibility for transcription of a nearby gene. Such insertions into a series of repeated elements could disrupt a critical cooperative protein-DNA interaction to such an extent that the adjacent chromosome segment never gets unfolded for transcription (16). McClintock repeatedly suggested cell differentiation involved controlled deletions or transpositions of specific segments of DNA (112). SECTION I SOMATIC HYBRIDIZATION BETWEEN PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FRIES) SOMATIC HYBRIDIZATION BETWEEN PETUNIA PARODII (W.C.S.) AND PETUNIA INFLATA (FRIES) ABSTRACT: Somatic hybrid plants were regenerated following calciumshigh pH fusion of the unidirectional, sexually incompatible cross of Petunia parodii wild-type leaf mesophyll protoplasts with protoplasts from a cytoplasmic determined chlorophyll deficient mutant of.P. inflata grown in liquid suspension culture. Genic complementation to chlorophyll synthesis and growth in selective medium was used to visually select cell hybrids from parental cells which, in the case of the P. inflata parent, remained colorless in the selection medium, or exhibited a predetermined growth inhibition, as in the case of the P. parodii parent. Hybrid calli transfered to shoot regeneration medium were rooted and confirmed as hybrids based on floral and leaf morphology, dominant anthocyanin expression in corolla limbs, chromOsome number, segregation for parental characters, and peroxidase and malic dehydrogenase isozyme patterns. The frequency of somatic hybrid plant production as a function of selection efficiency ranged from 3.5 to 5.3 hybrids per 106 protoplasts used, comparable to previous reports, but parental reversion frequency approached 54%. Somatic hybrids displayed variable phenotypes, the most prominent being distinct variegation in corollas and split corollas. These characteristics were attributed to a type of hybrid dysgenic phenomenon or nucleo-cytoplasmic incompatibility following the loss of parental chromosomes in a hybrid cytoplasm. 43 44 INTRODUCTION ProtOplast fusion is an Pg yiggg technique that can result in the cellular integration and expression of both nuclear and cytoplasmic DNA from two species in one cell. Development of such cells into hybrid plants results in unique opportunities for the investigation of gene regulation as well as providing for possible practical outcomes following introgression of alien genes or gene segments into desirable genotypic backgrounds. The selection systems developed for identification of heterokaryons in Petunia have exploited naturally occuring differential drug sensitivities of cultured protoplasts (18), differential growth response in standard media (18, 20), and the use of spontaneous or induced chlorophyll deficient mutants (7, 22). One of the most successful combinations used the limited growth response of one wild-type parental line (_. parodii) with a chlorOphyll deficient mutant cell line (P. hybrida or.P. inflata). The purpose of this investigation was to (i) elucidate the conditions for optimal protoplast yield and viability in P. arodii, wild-type leaf mesophyll (wt-m) and P. inflata, cytOplasmic determined (ca-susp) chlorophyll deficient mutant cell line to serve as a standard laboratory procedure for use in future Solanaceous interspecific and intergeneric somatic hybridizations, (ii) the determination of the inheritance patterns of chlorophyll deficiency traits in five petunia mutant lines to provide the framework for ongoing research, (iii) the application of a previously described protocol for inducing fusion by the use of high calcium-high pH technique selected as the preferred method in Petunia to serve as a standard laboratory procedure, (iv) analysis of fusion in terms of efficacy of somatic hybrid plant recovery as 45 a function of selection efficiency of the system used, and (v) the assessment of the unexpected phenotypic variation spectrum displayed in the somatic hybrid plants. MATERIALS AND METHODS Source of leaf mesophyll protoplasts of P.4parodii (wt): Seeds of P, parodii were germinated biweekly on V.S.P. soilless planting medium (Bay Houston Towing Co.). They were maintained at 25i2°C, and received a photon fluence flux rate of 80 u Em'zs'l (400-700 nm) (GE96T12CW) on a 16 hr photoperiod. After transplanting to plastic cell packs, vegetative growth was continued under greenhouse conditions of 25:2°C minimum night temperature and fluctuating day temperatures under a photon fluence flux rate of 680 uEszs'l (400-700 nm) (GE96T12CW) 10 hrs daily. Plants were fertilized at each watering with lSOppm 20N-8.6P-l6.6K aqueous solution adjusted to pH 6.5 with phosphoric acid. Standard cultural procedures for insect and disease control were followed. Leaf harvesting, sterilization using a 102 solution of commercial 5.252 NaOCl, and abaxial epidermis removal were performed as described previously (11). Isolation of leaf mesophyll protoplasts of P. parodii (wt): Protoplasts of P, parodii (wt-m) were isolated as previously described (11) but with the following enzyme modifications. Enzyme mixtures tested for optimal release of viable leaf mesophyll protoplasts under the environmental and cultural conditions at E. Lansing, MI, involved commercial preparations of Cellulase "Onozuka" RlO (Kinki Yakult Mfg. Co.), Driselase (Kyowa Hakko, Kogyo Co.), Meicelase-P (Meiji Seika Kaisha LTD.), Macerase (Calbiochem), and Pectinol AC (Rohm and Hass Co.). 46 Source of suspension cultures of the cytoplasmic determingg chlorophyll deficient mutant of P. inflata: In vitro shoot cultures - In vitro shoot cultures of mutant P, inflata were obtained from E.C. Cocking, University of Nottingham, on M/S basal medium supplemented with 0.001 mg/L folic acid, 0.03 mg/L 6-furfuralaminopurine (kinetin) (K), 0.00875 mg/L indoleacetic acid (IAA), 32 sucrose, and 0.8% agar at pH 5.6 (BGS medium) (21) and were transferred to a modified Linsmaier and Skoog medium (14) with 0.3 mg/L K and 3 mg/L IAA, labeled P/C medium, where more vigorous shoot growth occurred. Cultures were kept at 25i2°C under 28-34 23'1 (400-700 nm) (GE96T12CW) on a 16 hr photoperiod and um- subcultured monthly. Establishment of P. inflata (ca) suspension cultures - Leaves were removed from ;g_yiggg_shoot cultures and scored prior to placing them onto Uchimiya and Murashige (U/M) (26) medium solidified with 0.8% agar to induce callus. After approximately 2 months, 2 cm3 callus pieces were transfered to liquid U/M medium, 40 mls in 125 ml Erlenmyer flasks. The cell suspensions were maintained at 28°C on a rotary shaker (9O cycles/min) and subcultured weekly. To transfer the cells to fresh medium, large cell clumps were removed by pouring the suspension through a 35 um sieve. The resulting effluent was centrifuged at 80 x g_for 5 minutes in 16 ml sterile, screwbcapped test tubes. The old medium was removed and 2 mls of compacted cells were resuspended in 38 mls of fresh U/M medium. Isolation of protoplasts from P. inflata (ca-susp): The protoplast isolation procedures previously reported for P, inflata (ca-susp) (21) were modified for more efficient and 47 reliable yields in our laboratory. Suspension cultures 5-9 days old were transferred to 16 ml sterile, screwbcapped test tubes and were centrifuged for 5 minutes at 80 x.g. The liquid U/M medium was removed and the pellet was resuspended in approximately 5 of the 25 ml enzyme solution, poured into 9 cm plastic petri dishes, sealed with Parafilm‘gl and incubated at 50 rpm on a rotary shaker at 28°C for 16-18 hrs. The enzyme solution consisted of 2.02 Driselase, lZ Macerase or Pectinol AC, and 82 mannitol in CPW salts at pH 5.8. Digested cells were transfered using sterile Pasteur pipettes to 16 m1 sterile, screwbcapped test tubes and centrifuged at 80 x_g for 5-7 minutes, after which the enzyme solution was removed and the pellet resuspended in 10 mls of CPW 8S and centrifuged at 100 x_g for 10 minutes. Protoplasts floated to the top of the test tube after this procedure and were collected, counted and diluted with the appropriate medium. Viability of isolated protoplasts was established by fluorescein diacetate membrane exclusion, Evan's Blue membrane exclusion, and by observing their behavior upon extended culture_;g 21—13131- In vitro shoot cultures of Petunia chlorophyll deficient mutants: Shoot cultures of four Petunia chlorophyll deficient mutants were established in P/C medium. These were: P, parodii nuclear and cytoplasmic determined chlorophyll deficient mutants (Pp-na and Pp-ca), and P, inflata nuclear and cytoplasmic determined chlorophyll deficient mutants (Pi-na and Pi-ca). The derivation of Pi-ca was described previously (22). Pp-na was induced through gamma radiation of P. parodii wild-type seeds. Pp-ca was 48 regenerated in vitro from white tissue of a periclinal chimera on M/S Z selected after EMS treatment of seed. Pi-na was obtained by 60Co irradiation of P. inflata wild-type seeds. Inheritance patterns of chlorophyll deficiency in Pi-na, Pp-na and in an albino mutant of.P.yp§rviflora were determined following F1 and F2 segregating populations produced by standard emasculation, pollination, seed collection procedures and storage methods employed for Petunia (21). Seeds of Pp-na, Pi-na, and P. parviflora were surface sterilized using a 5% solution of 5.252 NaOCl for 25 minutes followed by four sterile distilled water rinses. Seeds were sown on BGS medium in 60 x 15mm plastic petri dishes sealed with Parafilmcgh The dishes were kept at 2512°C under a photon fluence flux rate of 28-34 uEm'zs‘l (400-700 nm) (GE96T12CW) on a 16 hr photoperiod. Germination occurred after 5-7 days and white seedlings were selected, numbered, transfered to P/C medium at similar environmental conditions, and subcultured monthly by shoot cuttings. Protoplast fusion: Calciumrhigh pH fusion treatment (12) of P, parodii (wt-m) with P, inflata (ca-susp) protoplasts was modified from the procedure used by Power et al. (21) for the fusion of these two Petunia species. The experimental design conformed to that outlined by Power (19, 20), except that initial numbers of parental cells were as used in the protoplast fusion of P, hybrida®P. parodii (7), i.e., 4 mls of each species at a density of 2.0 x 105 [ml in M/S P1 9M. Protoplasts were pelleted in all tubes except the viability 49 controls by centrifugation at 35 x g_for 5 minutes. The fusion solution was added as required and the tubes placed in a water bath at 30°C. After 15 minutes, tubes were removed and centrifuged for 5 minutes at 35 x.g. Following two washes using Ca++/CPW 13M solution (21), fusion treated protoplasts were resuspended in 16 mls of M/S Pl 9M, and viability and cross feeding controls were prepared. The protoplasts were plated in liquid medium at a final density of 5 x 104/ml in 5 cm plastic petri dishes, sealed with ParafilmGD and cultured at 2512°C under a continuous photon fluence flux rate of 18-22 uEm-z’s‘l (400-700 nm) (GE96T12CW). Aliquots of M/S P1 6M and M/S Pl 3M (0.5 ml) were added after 44 days and 65 days, respectively. Transfer to M/S basal medium supplemented with 2 mg/L zeatin (M/S 22) induced shoot regeneration in putative hybrid calli. Regeneration in the tetraploid sexual hybrid between P. parodii x P. inflata {17-17): Seeds from the sexual hybrid between P. parodii (wt) and P. inflata (wt) at the tetraploid level were surfaced sterilized and plated on BGS medium under the environmental conditions described for chlorophyll deficient mutant seed germination. Plantlets were subsequently transfered to M/S basal medium with no added growth regulators where leaf expansion, internode elongation and rooting occurred at 25i2°C under a photon fluence flux of 28-34 pEm729_1 (400-7OO nm) (GE96T12CW). Leaves were removed, scored, and callus initiated on U/M solid medium as described for callus induction for suspension cultures. Callus of the tetraploid sexual hybrid was screened for shoot regeneration on M/S basal medium supplemented with one of three cytokinins, K, 2, or 6-benzy1aminopurine (BAP), 50 each combined separately with four auxins, IAA, naphthalene acetic acid (NAA), 2,4-dichlorophenoxyacetic acid (2-4-D), or p-chlorophenoxyacetic acid (pCPA). Four concentrations of cytokinin and auxin were tested in all possible combinations at levels of O, 0.1, 1.0, and 2.0 mg/L. Media for shoot regeneration experiments were prepared in 2.5 oz. bottles with metal screw lids. One cm3 callus pieces were embedded on the various media and placed at the environmental conditions of 25r2°C under a 16 hr photon 23-1 (400-700. nm) (GE96T12CW). fluence flux rate of 28-34 uEm- Cultures were evaluated after four weeks for the presence of shoots. The resulting regeneration medium chosen was to be used to induce regeneration in somatic hybrid calli. Eyglggtion of somatic hybrids: Chromosome determinatigg§_- Chromosome counts of somatic hybrid plants were made by observing meiosis in pollen mother cells. Immature flower buds, approximately 0.2 cm in length, were fixed in Carnoy's solution, followed by the removal of the anthers, and subsequent staining with aceto-propiocarmine (20). Pollgn viabiligy - Pollen viabilities of somatic hybrid plants were determined by counting the dark, fully round grains mounted in a solution of iodine-potassium iodide. Flowers were collected one day before anthesis and placed in vials of water until anther dehisence. Counts of 5-10 random microscopic fields (lOOx) were made with a minimum of 500 pollen grains per hybrid counted. Differences in pollen color segregation and self-incompatibility were also noted. 51 Morphological traits - Total floral length, corolla tube length, limb diameter, style length and anther filament attachment length were measured in selected somatic hybrid plants. In addition, variant phenotypes were noted including changes in reproductive organs and in the distribution of anthocyanin in corolla limbs. Leaf characteristics were evaluated as to shape, pigmentation, presence of trichomes, and ruffled or undulating leaf margins. 52 RESULTS ._§Qlation of leaf mesophyllyprotoplasts of P. pargdii (wt): In order to refine previously established isolation techniques for P. parodii (wt) leaf mesophyll protoplasts for the conditions present at E. Lansing, MI, several enzyme combinations were explored for the production of high yields of viable leaf mesophyll protoplasts. Meicelase-P (1.52) was found to release maximum yields of leaf mesophyll protoplasts at 25i2°C after 16 hours, compatible with fusion experiment schedules (Fig. 1). Such protoplasts proved viable in M/S basal medium supplemented with 0.5 mg/L NAA, 1.0 mg/L BAP and 92 mannitol, labeled M/S PD 9M, and capable of regeneration into plants which were eventually grown to maturity in the greenhouse. Sixteen hour isolation procedures were not always practical for some protoplasts studies, thus experiments to determine a rapid 2 hour isolation procedure were designed. Cellulase R10 was found to produce adequate yields of P, parodii (wt) leaf mesophyll protOplasts, but inhibitory effects expressed as delayed or supressed cell division occurred (Table l). Eliminating Driselase or Macerase did not increase division. High yields of viable leaf mesophyll protoplasts were isolated using 0.52 Driselase and 0.52 Macerase after two hours. Plating of protoplasts isolated by this enzyme combination in either M/S Pl 9M or M/S PD 9M followed by 24 hours in the dark before transfering to 25i2°C under 18-22 uEm-zs-1 (400—700 nm) hastened the onset of division in both media (Table 2). Immediate placement under a photon fluence flux of 18-22 11Em"23-1 {400-700 nm) at 25i2°C resulted in delayed division, but after 4 days, small . 6 leaf tissue 0: l0_) '0 .0 (fl 1 Pplt. yield / g Figure l. 53 I I 1 l A L l I no 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0 Meicelase- P (7.) The effect of Meicelase-P (0-52) with 0.152 Macerase, 92 mannitol, 40 ug/ml ampicillin, 10 ug/ml tetracycline and 10 ug/ml genta- micin, 92 mannitol in CPW salts, pH 5.8, on protoplast yield of Petggia parodii leaf mesophyll protoplasts, 5 replications/treatment. 54 Table l. Yields and viabilities of Petunia pgrodii (wt) leaf mesophyll protoplasts isolated from 51 day old plants using 0, 0.5 and 1.02 Cellulase "Onozuka" R10, O-O.52 Driselase and O-O.52 Macerase for two hours. Enzyme concn (2)* ' Growth response Cellulase/Driselase/Macerase Yield (4 days) 0.0 0.0 0.5 3.1 x 106 large colonies 0.5 0.5 0.5 3.6 x 106 membrane damage, no growth 1.0 0.5 0.5 3.9 x 106 limited division no colony formation 1.0 0.0 0.5 3.1 x 10 protoplasts enlarged, no division 1.0 0.5 0.0 2.8 x 10 limited division * Enzyme solution prepared with CPW salts, 92 mannitol, 40 ug/ml ampicillin, 10 ug/ml tetracycline, 10 ug/ml - gentamicin and 0.52 potassium dextran sulfate, pH 5.8. 55 Table 2. Effect of 24 hour dark incubation on division of Petunia pgrodii (wt) leaf mesophyll protoplasts from 56 day old plants. Observations Dark Light Plating Media 24 hrs 96 hrs 24 hrs 96 hrs M/S P1 9M lst div. colonies limited colonies lst div. M/S PD 9M lst div. large no div. limited colonies colony formation 56 colonies had formed. Psolation ofyprotoplasts from P. inflata (ca-susp) cells in liquid suspension culture: Concentration of enzymes - Established methods for the isolation of P, inflata (ca-susp) did not yield sufficient quantities of protoplasts on a routine basis to serve as a reliable source of protoplasts for fusion experiments. Thus, preliminary enzyme combination tests were carried out which indicated that a mixture of 22 Cellulase R10, 12 Driselase, and 12 Macerase adequately released protoplasts from P, inflata (ca-susp). Experiments to further refine the enzyme concentrations included testing Cellulase "Onozuka" R10 in concentrations from O to 102 with Driselase and Macerase both at 12 in CPW salts with 82 mannitol. One ml of 16 day old compacted cell suspension with a mean number of 5.05 x 105 aggregates/ml was resuspended in 10 mls of enzyme. Two percent Cellulase "Ononzuka" R10 was chosen as optimal, releasing adequate yields of viable protoplasts using the least amount of Cellulase (Fig. 2). A lower Cellulase concentration resulted in cellular debris with inadequate cell wall degradation, while higher concentrations did not provide further increases in yields. Furthermore, viability was impaired at the higher Cellulase R10 concentrations (Fig. 3). Thus, 22 Cellulase "Onozuka" R10 was adopted as the standard cellulytic enzyme solution for protoplast release from liquid suspension cultured cells. a e o ult red cells - The isolation of protoplasts from P, inflata (ca-susp) was influenced by the growth phase of the cell culture at the time of isolation (Fig. 2). Initial 4 week-old 57 1 5" r5 :0 ' I 8 4- -4g .2 : o m o 5% ' ,1 :3 - m 3 -3'% .3. ° ; mo . I z E I 21 . 2'0 E ° : 2 ' : a) _ "' . C1. >. I Fla 3: l ‘3. CL_ 0 l 1 1 l L 1 I l 05 Lo 1.5 so 25 3.0 3.5 4.0 4.5 5.0 Cellulose "Onozuka" RIO concn.(%) Figure 2. Protoplast yield from liquid suspension and callus cultures of Petunia inflata cytoplasmic determined chlorophyll deficient mutant cell line using 0-52 Cellulase "Onozuka” R10 with 12 Macerase, 12 Driselase, and 82 mannitol in CPW salts, pH 5.8, 5 replications/ treatment. lOO ‘ Viability (96) 801 (D (3 13 . 20" 58 I L 1 1 L 1 1 l l _J O 05 LG l.5 2.0 2.5 .O 3.5 4.0 4.5 5.0 nge3. Cellulose "Onozuka" RIO concnm Protoplast viability of Petunia inflata cytoplasmic determined chlorophyll deficient mutant cell line using 0-52 Cellulase "Onozuka" R10 with 12 Macerase, 12 Driselase, and 82 mannitol in CPW salts at pH 5.8. 59 suspensions from five 125 ml flasks were pooled to provide 5 replicates per day for sampling over a 13 day growth period. Cell suspensions were sampled at 2 day intervals and their compacted cell volume, cell concentration, yield and viability were determined. The protoplasts were isolated using the enzyme solution of 22 Cellulase "Ononzuka" R10, 12 Driselase, 12 Macerase R10, 82 mannitol in CPW salts at pH 5.8. The growth dynamics of the cells in liquid suspension culture showed a linear increase over time (Fig. 4) as expressed by compacted cell volume and number of aggregates/ml. Compacted cell volume steadily increased over time in culture, while the number of aggregates/ml increased until the 3rd day, remained approximately constant until the 11th day, then decreased slightly until a sharp increase occurred at the 13th day. Protoplast yields were not dependent on the compacted cell volume or number of aggregates/ml, as average yields of 25.8 x 106 protoplasts/ml were obtained by the 7th day when mean compacted cell volume had shown minimal change (2.95 to 2.35 ml) and number of aggregates/ml likewise showed only a slight increase (1.46 x 105 to 1.65 x 105/ml). Multiple regression analysis of the effects of culture time and compacted cell volume on the yield of.P. inflatg (ca-susp) protoplasts indicated a significant (P=O.l) regression relationship. The coefficient of multiple determination was 0.84. Isolation of protoplasts from in vitro shoot cultures of P. parodii and P. inflata nuclear and cytoplasmic determined chlorOphyll deficient mutants - An alternative method for protoplast isolation using EEUXEEEE shoot cultures was investigated as a possible source of high Figure 4. 60 Relationship between growth phase of Petunia inflata cells in suspension culture and protoplast yield. (a) Growth phase of cultured cells as reflected by compacted cell volume and cell number, (b) Proto- plasts isolated at various times during the development of cell suspension cultures. Incubation mixture contained 22 Cellulase "Onozuka" R10, 12 Macerase, 12 Driselase, and 82 mannitol in CPW salts at pH 5.8. “All unfilnnmo lml‘ _.__.A___‘ 61 I 663 22.8 \m__mo .oz 5 2 . b I loo. 5 _E\o_m_> gen. 0 2 5 0 5 _ . . l3. 2.5 9:29 :8 omaoanou mu 8 m m m are guano; Time in culture (days) Figure 4 62 yielding viable protoplasts of the mutant ngggig lines. A combination of Extractase and Driselase was tested for isolation efficiency. Extractase was prepared in a concentration range of O to 32, while Driselase was held constant at 2.52 in CPW salts with 42 mannitol at pH 5.8. Pp-na, Pp-ca, Pi-na and Pi-ca all showed various response optimums (Fig. 5). Both cytoplasmic mutants (Pp-ca and Pi-ca) showed a response to Extractase, but neither nuclear mutant appeared to be affected by any of the Extractase concentrations used. Along with low yields of protoplasts isolated from leaf tissue of.;g_y;§§g shoot cultures, protoplast viability was adversely effected (Fig. 6). Most concentrations of Extractase gave less than 302 unstained protoplasts using Evans Blue. Since Pi-ca showed some positive response for protoplast release using this method, the Driselase concentration was varied from O to 52 while Extractase was held constant at 1.02. In addition, 0.52 Macerase and 0.52 potassium dextran sulfate were included in the CPW salts with 42 mannitol at pH 5.8. Optimal protoplast release was at 3.02 Driselase (Fig. 7). However, viability was severely affected (02) at this concentration. It was concluded that $2 yiggg shoot cultures did not warrant further investigation since high protoplast yields were derived from suspension cultures. Isolation of protoplasts from P. inflata cytoplasmic determined chlorophyll deficient cells as callus cultures - Five month old callus, subcultured at 3 week intervals, produced maximal protoplast yields at 12 Cellulase "Onozuka" R10 with Driselase and Macerase held constant at 12 in CPW salts with 82 mannitol at pH 5.8 (Fig. 2). The maximal yields of 5.4 x 104/ml Pplt. yield/0.59 leaf tissue mos) 63 3 -r 2 .. I q q . A&' 1 1 ‘ 1 O 0.5 [.0 L5 2.0 2.5 3.0 Extractase concn. (7.) Figure 5. Protoplast yields from in vitro shoot cultures of Pp-nab—d, Pp-caO—O, Pi-naD—O and Pi-ca O——O, using 0-32 Extractase with 2.52 Driselase and 42 mannitol in CPW salts at pH 5.8. Viability (7.) i? 64 ICC-1 80“ 601 ,‘ . ‘ «1“? o 0.5 l.O. l.5 2o 25 3.0 Extractase concn. (‘2) Figure 6. Viability of protoplasts isolated from shoot cultures of Pp-naH, Pp-caO--O, Pi-naH, and Pi-ca D———D , using 0-32 Extractase with 2.52 Driselase and 42 mannitol in CPW salts, pH 5.8, as determined by Evan's Blue staining. Pplt. yield /O.59 leaf tissue (xlo5)o—o 65 m .4 rIOO a: 1 i“ #50 Viability H N. I L 1 0 0.5 l.0 LE) 2. 2.5 3.0 35 4.0 4.5 5.0 l L Driselase concn. (’2) Figure 7. Yield and viability of Petunia inflata cytoplasmic determined chlorophyll deficient leaf meSOphyll protoplasts isolated using 0-52 Driselase with 12 Extractase, 0.52 Macerase, 0.52 potassium dextran sulfate and 42 mannitol in CPW salts, pH 5.8. 66 did not compare with those from suspension culture cells which were in excess of 2.5 x 107/m1, probably reflecting increased secondary wall formation in the callus cultures or the inaccessibility of cell wall degrading enzymes to the interior cells in the callus clumps. The second alternative received support from experiments with suspension cultured cells, where suspensions had to be routinely sieved to eliminate such clumps and thus promote fine suspensions of 2-5 cells. Such suspension cultures were considered the method of choice for maximal protoplast yields. Inheritance-of chlorophyll deficiency in mutants of Petunia: Segregation in the P. parodii chlorophyll deficient mutant line PD IR 40 obtained by 60Co radiation fit the hypothesis of a monogenically inherited recessive trait as tested using chi-square analysis (Table 3). Petunia parodii line P-1043 produced by gamma radiation produced green to white progeny at ratios more closely approximating 4:1 than the 3:1 ratio expected for the segregation of a single recessive gene. Since germination~ig_yiggg_did not increase the appearance of white seedlings, lethality of the recessive whites when germinated on filter paper as done in the F2 probably was not a factor in the appearance of this altered ratio. The F2 seed germinated Pg yitrg gave the same 4:1 ratio as F33 produced by selfing F2 heterozygotes and germinating the seed on filter paper. Based on differences in the two P. parodii lines, P-1043 and PD IR 40, it is assumed that these two lines result from distinct nuclear mutations and that the chlorophyll deficiency traits expressed are conditioned by two nonallelic genetic systems ian, parodii. This hypothesis is supported by i2;yitrg culture behavior of the two lines. .PD IR 40 appeared "leaky", often 67 Table 3. F2 segregations for chlorophyll deficient seedlings in Petunia parodii lines P-lO43 and PD IR-40,_P. inflata line INF IR-6l and .P.gp§rviflora line P-1048. Segregation Petunia Total 'Chi- line progeny green white square P P-1043 344 233 111 (3:1) 0.05