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Principles of Inheritance and Variation — Notes

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1. Mendel’s experiments and the monohybrid cross

Inheritance is the process by which characters pass from parent to progeny; variation is the degree to which progeny differ from their parents. Gregor Mendel crossed garden peas for seven years (1856–1863), used 14 true-breeding varieties (seven pairs of contrasting traits) and applied statistics to large samples.

CharacterDominantRecessive
Stem heightTallDwarf
Flower colourVioletWhite
Flower positionAxialTerminal
Pod shapeInflatedConstricted
Pod colourGreenYellow
Seed shapeRoundWrinkled
Seed colourYellowGreen

Monohybrid cross: tall (TT) × dwarf (tt) → F1 all tall (Tt) → F1 selfed → F2 3 tall : 1 dwarf; genotypes TT : Tt : tt = 1 : 2 : 1. A gene has alternative forms, alleles; homozygous (TT, tt), heterozygous (Tt); genotype vs phenotype. The Punnett square (Reginald Punnett) shows all gamete combinations.

Test cross: a dominant-phenotype organism × the homozygous recessive: all dominant offspring → homozygous; 1 : 1 → heterozygous.

Law of dominance: characters are controlled by discrete paired units (factors); in a dissimilar pair one (dominant) is expressed. Law of segregation: alleles do not blend; the two members of a pair separate during gamete formation, so each gamete gets only one.

Key terms

Allele

An alternative form of a gene.

Test cross

Cross of an organism showing the dominant phenotype with a homozygous recessive, to find its genotype.

Law of segregation

The two alleles of a gene separate during gamete formation, so each gamete carries only one.

2. Dihybrid cross and independent assortment

Round yellow (RRYY) × wrinkled green (rryy) → F1 round yellow (RrYy). F1 gametes: RY, Ry, rY, ry in equal numbers. F2: 9 round yellow : 3 round green : 3 wrinkled yellow : 1 wrinkled green.

Law of independent assortment: when two pairs of traits are combined in a hybrid, segregation of one pair is independent of the other. Hence 9 : 3 : 3 : 1 = (3 : 1) × (3 : 1), and probabilities of independent genes multiply.

Dihybrid test cross (RrYy × rryy) → 1 : 1 : 1 : 1.

Mendel published in 1865; the work was rediscovered in 1900 by de Vries, Correns and von Tschermak.

Key terms

Dihybrid cross

A cross following two characters at the same time.

Law of independent assortment

Alleles of different genes segregate independently of each other during gamete formation.

3. Deviations from Mendelian ratios

Incomplete dominance: snapdragon (Antirrhinum) red (RR) × white (rr) → pink F1 (Rr); F2 1 red : 2 pink : 1 white (phenotypic = genotypic ratio). Alleles still segregate; this is not blending.

What dominance means: a gene makes a product (often an enzyme). A modified allele may make a normal, a less efficient or a non-functional enzyme, or none. If the unmodified allele alone gives the full phenotype, the modified allele behaves as recessive.

Co-dominance and multiple alleles: ABO blood groups — gene I, alleles Iᴬ, Iᴮ, i; Iᴬ and Iᴮ are co-dominant, both dominant over i.

GenotypesBlood group
IᴬIᴬ, IᴬiA
IᴮIᴮ, IᴮiB
IᴬIᴮAB
iiO
Six genotypes, four phenotypes. Multiple alleles are found only in a population; an individual has two.

Pleiotropy: one gene, many effects — phenylketonuria (mental retardation, reduced hair and skin pigmentation); pea starch gene (BB large starch grains and round seeds; bb small grains, wrinkled; Bb round seeds but intermediate grains — dominance depends on the phenotype studied).

Polygenic inheritance: traits controlled by three or more genes with additive effects and environmental influence, giving continuous variation — human skin colour (AABBCC darkest, aabbcc lightest, AaBbCc intermediate) and height.

Key terms

Incomplete dominance

Heterozygote shows a phenotype intermediate between the two homozygotes.

Co-dominance

Both alleles are fully expressed in the heterozygote, as in blood group AB.

Pleiotropy

A single gene affecting more than one phenotype.

Polygenic trait

A trait controlled by several genes, showing continuous variation.

4. Chromosomal theory, linkage and recombination

Sutton and Boveri noted that chromosomes, like Mendel's factors, occur in pairs, segregate at gamete formation and assort independently, and proposed the chromosomal theory of inheritance. T. H. Morgan proved it with Drosophila melanogaster (simple synthetic medium, life cycle of about two weeks, many progeny per mating, clear sex differences, many visible variations).

Morgan's dihybrid crosses with X-linked genes gave far more parental than recombinant types. Linkage: physical association of genes on a chromosome. Recombination: generation of non-parental gene combinations (by crossing over).

  • Body colour and eye colour (yellow, white): 1.3 percent recombination — tightly linked.
  • Eye colour and wing size (white, miniature): 37.2 percent — loosely linked.

Tightly linked genes show low recombination; loosely linked genes show high recombination. Sturtevant used recombination frequency as a measure of distance to map gene positions on chromosomes.

Key terms

Linkage

Physical association of two or more genes on a chromosome, so they tend to be inherited together.

Recombination

Generation of non-parental gene combinations, through crossing over.

5. Sex determination

Henking (1891) named the X body in insect sperm (later the X chromosome).

SystemExampleFemaleMale
XOGrasshopperXXXO
XYHumans, DrosophilaXXXY
ZWBirdsZWZZ

XO and XY: male heterogamety; ZW: female heterogamety. Humans: 22 pairs of autosomes + XX or XY; ova all carry X; sperms carry X or Y (50 : 50), so the sperm decides the sex.

Honey bee (haplodiploidy): fertilised eggs (32 chromosomes) → females (queen, workers); unfertilised eggs → males (drones, 16 chromosomes) by parthenogenesis. Drones make sperm by mitosis, have no father and so no sons, but have a grandfather and can have grandsons.

Key terms

Autosomes

Chromosomes other than the sex chromosomes.

Male heterogamety

The male produces two kinds of gametes with respect to sex chromosomes.

Haplodiploidy

Sex determination in which males develop from unfertilised (haploid) eggs and females from fertilised (diploid) eggs.

6. Pedigree analysis and sex-linked disorders

A pedigree follows a trait over generations of a family; standard symbols: square (male), circle (female), filled (affected), dot in circle (carrier female), horizontal line (mating), double line (consanguineous mating), Roman numerals for generations.

X-linked recessive disorders (allele on the X chromosome; males hemizygous):

  • Haemophilia: a protein in the clotting cascade is affected; a simple cut may bleed non-stop. Transmitted from unaffected carrier females to some sons; affected females are very rare (mother at least a carrier and father haemophilic). Seen in the descendants of Queen Victoria.
  • Colour blindness: defect in red or green cone cells; about 8 percent of males and 0.4 percent of females; a daughter is colour blind only if her mother is at least a carrier and her father is colour blind.

Carrier mother × normal father → each son 1/2 chance affected; no daughter affected; half of daughters carriers. Affected father × normal mother → all daughters carriers, no son affected.

Key terms

Pedigree

A chart showing the inheritance of a trait over generations of a family.

Carrier

A heterozygous individual who carries a recessive allele without showing the trait.

7. Mendelian and chromosomal disorders

Mendelian disorders (single-gene): haemophilia, cystic fibrosis, sickle-cell anaemia, colour blindness, phenylketonuria, thalassemia.

  • Sickle-cell anaemia (autosomal recessive): glutamic acid (Glu) replaced by valine (Val) at the sixth position of the β-globin chain, from the single base change GAG → GUG. Disease only in HbˢHbˢ; HbᴬHbˢ are carriers. The changed haemoglobin polymerises at low oxygen, so red cells become sickle-shaped.
  • Phenylketonuria (autosomal recessive): the enzyme that converts phenylalanine into tyrosine is missing; phenylalanine and its derivatives build up and damage the brain (mental retardation) and are excreted in urine.
  • Thalassemia (autosomal recessive): reduced synthesis of a globin chain, causing anaemia. α: genes HBA1, HBA2 on chromosome 16; β: gene HBB on chromosome 11. Thalassemia is a quantitative problem (too little globin); sickle-cell is qualitative (wrong globin).

Chromosomal disorders: non-disjunction gives aneuploidy; failure of cytokinesis gives polyploidy (common in plants).

SyndromeKaryotypeFeatures
Down'sTrisomy 21Short stature, small round head, furrowed tongue, partly open mouth, broad palm with a characteristic crease; delayed physical, psychomotor and mental development
Klinefelter's47, XXYOverall masculine development with feminine features such as gynaecomastia; sterile
Turner's45, XOSterile female, rudimentary ovaries, lack of secondary sexual characters
Table of disorders by category
DisorderCategory
Haemophilia, colour blindnessX-linked recessive
Sickle-cell, phenylketonuria, thalassemiaAutosomal recessive
Down’s, Klinefelter’s, Turner’sChromosomal

Key terms

Aneuploidy

Gain or loss of one or more chromosomes, caused by failure of chromatids to separate.

Trisomy

Presence of an extra copy of a chromosome, as chromosome 21 in Down’s syndrome.

Exam tips

Common mistakes

  • Skipping gametes in crosses, or giving only one of the genotypic and phenotypic ratios.
  • Writing that the F1 of incomplete dominance shows "blending" (alleles still segregate).
  • Confusing pleiotropy with polygenic inheritance.
  • Saying ABO has four genotypes (there are six).
  • Saying birds have male heterogamety (it is female: ZW).
  • Writing sickle-cell as "Val replaced by Glu" (it is Glu → Val, GAG → GUG).
  • Mixing up karyotypes: Klinefelter's 47, XXY; Turner's 45, XO.

How marks are usually awarded

  • 1-mark items: ratio, term, example or karyotype.
  • 2–3-mark answers: correct cross with gametes (1–2) + ratio and conclusion (1).
  • 5-mark answers: a full cross (P, gametes, F1, F2 with Punnett square) with ratios (3) + the law it illustrates (1) + one more point (1).
  • Case-based items: reading a pedigree or a set of offspring counts, with a 2-mark part with an internal choice.