MENDEL'S LAW OF BALANCED CROSSES

In the scientific study of the result of crosses, the most essential

point is the distinction of the several characters of the parents in

their combination in the hybrids and their offspring. From a theoretical

point of view it would be best to choose parents which would differ only

in a single point. The behavior of the differentiating character might

then easily be seen.

Unfortunately, such simple cases do not readily occur. Most species, and

even many elementary species are distinguished by more than one quality.

Varieties deviating only in one unit-character from the species, are

more common. But a closer inspection often reveals some secondary

characters which may be overlooked in comparative or descriptive

studies, but which reassume their importance in experimental crossings.

In a former lecture we have dealt with the qualities which must be

considered as being due to the acquisition of new characters. If we

[277] compare the new form in this case with the type from which it has

originated, it may be seen that the new character does not find its

mate, or its opposite, and it will be unpaired in the hybrid.

In the case of retrogressive changes the visible modification is due, at

least in the best known instances, to the reduction of an active quality

to a state of inactivity or latency. Now if we make a cross between a

species and its variety, the differentiating character will be due to

the same internal unit, with no other difference than that it is active

in the species and latent in the variety. In the hybrid these two

corresponding units will make a pair. But while all other pairs in the

same hybrid individuals consist of like antagonists, only this pair

consists of slightly unlike opponents.

This conception of varietal crosses leads to three assertions, which

seem justifiable by actual experience.

First, there is no reason for a diminution of the fertility, as all

characters are paired in the hybrid, and no disturbance whatever ensues

in its internal structure. Secondly, it is quite indifferent, how the

two types are combined, or which of them is chosen as pistillate and

which as staminate parent. The deviating pair will have the same

constitution in both cases, being [278] built up of one active and one

dormant unit. Thirdly this deviating pair will exhibit the active unit

which it contains, and the hybrid will show the aspect of the parent in

which the character was active and not that of the parent in which it

was dormant. Now the active quality was that of the species, and its

latent state was found in the variety. Hence the inference that hybrids

between a species and its retrograde variety will bear the aspect of the

species. This attribute may be fully developed, and then the hybrid will

not be distinguishable from the pure species in its outer appearance. Or

the character may be incompletely evolved, owing to the failure of

cooperation of the dormant unit. In this case the hybrid will be in some

sense intermediate between its parents, but these instances are more

rare than the alternate ones, though presumably they may play an

important part in the variability of many hybrid garden-flowers.

All of these three rules are supported by a large amount of evidence.

The complete fertility of varietal hybrids is so universally

acknowledged that it is not worth while to give special instances. With

many prominent systematists it has become a test between species and

varieties, and from our present point of view this assumption is

correct. Only the test is of little use in practice, as fertility may be

diminished [279] in unbalanced unions in all possible degrees, according

to the amount of difference between the parents. If this amount is

slight, if for instance, only one unit-character causes the difference,

the injury to fertility may, be so small as to be practically nothing.

Hence we see that this test would not enable us to judge of the doubtful

cases, although it is quite sufficient as a proof in cases of wider

differences.

Our second assertion related to the reciprocal crosses. This is the name

given to two sexual combinations between the same parents, but with

interchanged places as to which furnishes the pollen. In unbalanced

crosses of the genus _Oenothera_ the hybrids of such reciprocal unions

are often different, as we have previously shown. Sometimes both

resemble the pollen parent more, in other instances the pistil-parent.

In varietal crosses no such divergence is as yet known. It would be

quite superfluous to adduce single cases as proofs for this rule, which

was formerly conceived to hold good for hybrids in general. The work of

the older hybridists, such as Koelreuter and Gaertner affords numerous

instances.

Our third rule is of a wholly different nature. Formerly the distinction

between elementary species and varieties was not insisted upon, and the

principle which stamps retrograde changes [280] as the true character of

varieties is a new one. Therefore it is necessary to cite a considerable

amount of evidence in order to prove the assertion that a hybrid bears

the active character of its parent-species and not the inactive

character of the variety chosen for the cross.

We may put this assertion in a briefer form, stating that the active

character prevails in the hybrid over its dormant antagonist. Or as it

is equally often put, the one dominates and the other is recessive. In

this terminology the character of the species is dominant in the hybrid

while that of the variety is recessive. Hence it follows that in the

hybrid the latent or dormant unit is recessive, but it does not follow

that these three terms have the same meaning, as we shall see presently.

The term recessive only applies to the peculiar state into which the

latent character has come in the hybrid by its pairing with the

antagonistic active unit.

In the first place it is of the highest importance to consider crosses

between varieties of recorded origin and the species from which they

have sprung. When dealing with mutations of celandine we shall see that

the laciniated form originated from the common celandine in a garden at

Heidelberg about the year 1590. Among my _Oenotheras_ one of the eldest

of the recent productions is the _O. brevistylis_ or short [281] styled

species which was seen for the first time in the year 1889. The third

example offered is a hairless variety of the evening campion, _Lychnis

vespertina_, found the same year, which hitherto had not been observed.

For these three cases I have made the crosses of the variety with the

parent-species, and in each case the hybrid was like the species, and

not like the variety. Nor was it intermediate. Here it is proved that

the older character dominates the younger one.

In most cases of wild, and of garden-varieties, the relation between

them and the parent-species rests upon comparative evidence. Often the

variety is known to be younger, in other cases it may be only of local

occurrence, but ordinarily the historic facts about its origin have

never been known or have long since been forgotten.

The easiest and most widely known varietal crosses are those between

varieties with white flowers and the red- or blue-flowered species. Here

the color prevails in the hybrid over the lack of pigment, and as a rule

the hybrid is as deeply tinted as the species itself, and cannot be

distinguished from it, without an investigation of its hereditary

qualities. Instances may be cited of the white varieties of the

snapdragon, of the red clover, the long-spurred violet (_Viola_ [282]

_cornuta_) the sea-shore aster (_Aster Tripolium_), corn-rose

(_Agrostemma Githago_), the Sweet William (_Silene Armeria_), and many

garden flowers, as for instance, the _Clarkia pulchella_, the

_Polemonium coeruleum_, the _Veronica longifolia_, the gloxinias and

others. If the red hue is combined with a yellow ground-color in the

species, the variety will be yellow and the hybrid will have the red and

yellow mixture of the species as for instance, in the genus _Geum_. The

toad-flax has an orange-colored palate, and a variety occurs in which

the palate is of the same yellow tinge as the remaining parts of the

corolla. The hybrid between them is in all respects like the

parent-species.

Other instances could be given. In berries the same rule prevails. The

black nightshade has a variety with yellow berries, and the black color

returns in the hybrid. Even the foliage of some garden-plants may afford

instances, as for instance, the purplish amaranth (_Amaranthus

caudatus_). It has a green variety, but the hybrid between the two has

the red foliage of the species.

Special marks in leaves and in flowers follow the same rule. Some

varieties of the opium poppy have large black patches at the basal end

of the petals, while in others this pattern is entirely white. In

crossing two such varieties, [283] for instance, the dark "Mephisto"

with the white-hearted "Danebrog," the hybrid shows the active character

of the dark pattern.

Hairy species crossed with their smooth varieties produce hairy hybrids,

as in some wheats, in the campion (_Lychnis_), in _Biscutella_ and

others. The same holds good for the crosses between spiny species and

their unarmed derivatives, as in the thorn-apple, the corn-crowfoot

(_Ranunculus arvensis_) and others.

Lack of starch in seeds is observed in some varieties of corn and of

peas. When such derivatives are crossed with ordinary starch-producing

types, the starch prevails in the hybrid.

It would take too much time to give further examples. But there is still

one point which should be insisted upon. It is not the systematic

relation of the two parents of a cross, that is decisive, but only the

occurrence of the same quality, in the one in an active, and in the

other in an inactive condition. Hence, whenever this relation occurs

between the parents of a cross, the active quality prevails in the

hybrid, even when the parents differ from each other in other respects

so as to be distinguished as systematic species. The white and red

campions give a red hybrid, the black and pale henbane (_Hyoscyamus

niger_ and _H. pallidus_) give a hybrid [284] with the purple veins and

center in the corolla of the former, the white and blue thornapple

produce a blue hybrid, and so on. Instances of this sort are common in

cultivated plants.

Having given this long list of examples of the rule of the dominancy of

the active character over the opposite dormant unit, the question

naturally arises as to how the antagonistic units are combined in the

hybrid. This question is of paramount importance in the consideration of

the offspring of the hybrids. But before taking it up it is as well to

learn the real signification of recessiveness in the hybrids themselves.

Recessive characters are shown by those rare cases, in which hybrids

revert to the varietal parent in the vegetative way. In other words by

bud-variations or sports, analogous to the splitting of Adam's laburnum

into its parents, by means of bud-variation already described. But here

the wide range of differentiating characters of the parents of this most

curious hybrid fail. The illustrative examples are extremely simple, and

are limited to the active and inactive condition of only one quality.

An instance is given by the long-leaved veronica (_Veronica

longifolia_), which has bluish flowers in long spikes. The hybrid

between [285] this species and its white variety has a blue corolla. But

occasionally it produces some purely white flowers, showing its power of

separating the parental heritages, combined in its internal structures.

This reversion is not common, but in thousands of flowering spikes one

may expect to find at least one of them. Sometimes it is a whole stem

springing from the underground system and bearing only white flowers on

all its spikes. In other instances it is only a side branch which

reverts and forms white flowers on a stem, the other spikes of which

remain bluish. Sometimes a spike even differentiates longitudinally,

bearing on one side blue and on the other white corollas, and the white

stripe running over the spike may be seen to be long and large, or

narrow and short in various degrees. In such cases it is evident that

the heritages of the parents remain uninfluenced by each other during

the whole life of the hybrid, working side by side, but the active

element always prevails over its latent opponent which is ready to break

free whenever an opportunity is offered.

It is now generally assumed that this incomplete mixture of the parental

qualities in a hybrid, this uncertain and limited combination is the

true cause of the many deviations, exhibited by varietal hybrids when

compared with their [286] parents. Partial departures are rare in the

hybrids themselves, but in their offspring the divergence becomes the

rule.

Segregation seems to be a very difficult process in the vegetative way,

but it must be very easy in sexual reproduction, indeed so easy as to

show itself in nearly every single instance.

Leaving this first generation, the original hybrids, we now come to a

discussion of their offspring. Hybrids should be fertilized either by

their own pollen, or by that of other individuals born from the same

cross. Only in this case can the offspring be considered as a means of

arriving at a decision as to the internal nature of the hybrids

themselves. Breeders generally prefer to fertilize hybrids with the

pollen of their parents. But this operation is to be considered as a new

cross, and consequently is wholly excluded from our present discussion.

Hence it follows that a clear insight into the heredity of hybrids may

be expected only from scientific experiments. Furthermore some of the

diversity observed as a result of ordinary crosses, may be due to the

instability of the parents themselves or at least of one of them, since

breeders ordinarily choose for their crosses some already very variable

strain. Combining such a strain with the desirable qualities of some

newly imported species, a new strain may [287] result, having the new

attribute in addition to all the variability of the old types. In

scientific experiments made for the purpose of investigating the general

laws of hybridity, such complex cases are therefore to be wholly

excluded. The hereditary purity of the parents must be considered as one

of the first conditions of success.

Moreover the progeny must be numerous, since neither constancy, nor the

exact proportions in the case of instability, can be determined with a

small lot of plants.

Finally, and in order to come to a definite choice of research material,

we should keep in mind that the chief object is to ascertain the

relation of the offspring to their parents. Now in nearly all cases the

seeds are separated from the fruits and from one another, before it

becomes possible to judge of their qualities. One may open a fruit and

count the seeds, but ordinarily nothing is noted as to their characters.

In this respect no other plant equals the corn or maize, as the kernels

remain together on the spike, and as it has more than one variety

characterized by the color, or constitution, or other qualities of the

grains. A corn-grain, however, is not a seed, but a fruit containing a

seed. Hence the outer parts pertain to the parent plant and only the

innermost ones to the [288] seedling and therefore to the following

generation. Fruit-characters thus do not offer the qualities we need,

only the qualities resulting from fertilizations are characteristic of

the new generation. Such attributes are afforded in some cases by the

color, in others by the chemical constitution.

We will choose the latter, and take the sugarcorn in comparison with the

ordinary or starch producing forms for our starting point. Both sugar-

and starch-corns have smooth fruits when ripening. No difference is to

be seen in the young ripe spikes. Only the taste, or a direct chemical

analysis might reveal the dissimilarity. But as soon as the spikes are

dried, a diversity is apparent. The starchy grains remain smooth, but

the sugary kernels lose so much water that they become wrinkled. The

former becomes opaque, the latter more or less transparent. Every single

kernel may instantly be recognized as belonging to either of the types

in question, even if but a single grain of the opposite quality might be

met with on a spike. Kernels can be counted on the spike, and since

ordinary spikes may bear from 300-500 grains and often more, the

numerical relation of the different types may be deduced with great

accuracy.

Coming now to our experiment, both starchy [289] and sugary varieties

are in this respect wholly constant, when cultivated separately. No

change is to be seen in the spikes. Furthermore it is very easy to make

the crosses. The best way is to cultivate both types in alternate rows

and to cut off the staminate panicles a few days before they open their

first flowers. If this operation is done on all the individuals of one

variety, sparing all the panicles of the other, it is manifest that all

the plants will become fertilized by the latter, and hence that the

castrated plants will only bear hybrid seeds.

The experiment may be made in two ways; by castrating the sugary or the

starchy variety. In both cases the hybrid kernels are the same. As to

their composition they repeat the active character of the starchy

variety. The sugar is only accumulated as a result of an incapacity of

changing it into starch, and the lack of this capacity is to be

considered as a retrogressive varietal mark. The starch-producing unit

character, which is active in the ordinary sorts of corns, is therefore

latent in sugar-corn.

In order to obtain the second generation, the hybrid grains are sown

under ordinary conditions, but sufficiently distant from any other

variety of corn to insure pure fertilization. The several individuals

may be left to pollinate [290] each other, or they may be artificially

pollinated with their own pollen.

The outcome of the experiments is shown by the spikes, as soon as they

dry. Each spike bears two sorts of kernels irregularly dispersed over

its surface. In this point all the spikes are alike. On each of them one

may see on the first inspection that the majority of the kernels are

starch-containing seeds, while a minor part becomes wrinkled and

transparent according to the rule for sugary seeds. This fact shows at

once that the hybrid race is not stable, but has differentiated the

parental characters, bringing those of the varietal parent to perfect

purity and isolation. Whether the same holds good for the starchy

parent, it is impossible to judge from the inspection of the spikes,

since it has been seen in the first generation that the hybrid kernels

are not visibly distinguished from those of the pure starch-producing

grains.

It is very easy to count the number of both sorts of grains in the spike

of such a hybrid. In doing so we find, that the proportion is nearly the

same on all the spikes, and only slight variations would be found in

hundreds of them. One-fourth of the seeds are wrinkled and three-fourths

are always smooth. The number may vary in single instances and be a

little more or a little less than 25%, ranging, for [291] instance, from

20 to 27%, but as a rule, the average is found nearly equal to 25%.

The sugary kernels, when separated from the hybrid spikes and sown

separately, give rise to pure sugary race, in no degree inferior in

purity to the original variety. But the starchy kernels are of different

types, some of them being internally like the hybrids of the first

generation and others like the original parent. To decide between these

two possibilities, it is necessary to examine their progeny.

For the study of this third hybrid generation we will now take another

example, the opium poppies. They usually have a dark center in the

flowers, the inferior parts of the four petals being stained a deep

purple, or often nearly black. Many varieties exhibit this mark as a

large black cross in the center of the flower. In other varieties the

pigment is wanting, the cross being of a pure white. Obviously it is

only reduced to a latent condition, as in so many other cases of loss of

color, since it reappears in a hybrid with the parent-species.

For my crosses I have taken the dark-centered "Mephisto" and the

"Danebrog," or Danish flag, with a white cross on a red field. The

second year the hybrids were all true to the type of "Mephisto." From

the seeds of each artificially self-fertilized capsule, one-fourth

(22.5%) [292] in each instance reverted to the varietal mark of the

white cross, and three-fourths (77.5%) retained the dark heart. Once

more the flowers were self-pollinated and the visits of insects

excluded. The recessives now gave only recessives, and hence we may

conclude that the varietal marks had returned to stability. The dark

hearted or dominants behaved in two different ways. Some of them

remained true to their type, all their offspring being dark-hearted.

Evidently they had returned to the parent with the active mark, and had

reassumed this type as purely as the recessives had reached theirs. But

others kept true to the hybrid character of the former generation,

repeating in their progeny exactly the same mixture as their parents,

the hybrids of the first generation, had given.

This third generation therefore gives evidence, that the second though

apparently showing only two types, really consists of three different

groups. Two of them have reassumed the stability of their original

grandparents, and the third has retained the instability of the hybrid

parents.

The question now arises as to the numerical relation of these groups.

Our experiments gave the following results: [293]

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