1. Introduction and Motivation
The literature on Fibonacci numbers is immensely rich. There exist dozens of articles and problem proposals dealing with binomial sums involving these sequences as (weighted) summands. We attempt to give a short survey, not claiming completeness. The following binomial sums have been studied ( stands for a (weighted) Fibonacci or Lucas number, alternating or non-alternating, or a product of them):
Standard form and variants of it [
1,
2,
3,
4,
5,
6,
7,
8,
9]
Forms coming from the Waring formula and studied by Gould [
10,
11], for instance,
Forms introduced by Filipponi [
12]
Forms introduced by Jennings [
13]
Forms introduced by Kilic and Ionascu [
14]
Forms studied recently by Bai, Chu and Guo [
15]
Forms studied by the authors in the recent paper [
16]
Forms studied by the authors in the recent paper [
17]
These sums can also be extended to Fibonacci and Lucas polynomials which possess important applications, among others, in cryptography [
18] and in numerical analysis [
19].
Let
be the Horadam sequence [
20] defined for all non-negative integers
j by the recurrence
where
a,
b,
p and
q are arbitrary complex numbers, with
and
. An extension of the definition of
to negative subscripts is provided by writing the recurrence relation as
.
Two important cases of
are the Lucas sequences of the first kind,
, and of the second kind,
, so that
and
The most well-known Lucas sequences are the Fibonacci sequence
and the sequence of Lucas numbers
.
The Binet formulas for sequences
,
and
in the non-degenerate case,
, are
with
,
and
, where
and
are the distinct zeros of the characteristic polynomial
of the Horadam sequence (
1).
The Binet formulas for the Fibonacci and Lucas numbers are
where
is the golden ratio and
.
The sequences
and
are indexed in the On-Line Encyclopedia of Integer Sequences [
21] as entries A000045 and A000032, respectively. For more information on them, we recommend the books by Koshy [
22] and Vajda [
23], among others.
In this paper, we provide a first systematic treatment of binomial sum relations involving (generalized) Fibonacci and Lucas numbers. It is motivated by some isolated results we found in the literature, published as problem proposals by Leonard Carlitz. We cover various classes of relations involving (generalized) Fibonacci and Lucas numbers and different kinds of binomial coefficients. We also present some novel relations between sums with two and three binomial coefficients.
We will make use of the following known results.
Lemma 1. If a, b, c and d are rational numbers and λ is an irrational number, then The next three lemmas can be obtained from Binet’s formulas (
2).
Lemma 2. For any integer s,In particular, Lemma 3. Let r and d be any integers. ThenIn particular, [5], 2. Relations from a Classical Polynomial Identity
The first binomial sum relations follow from the next classical polynomial identity, which we state in the next lemma.
Lemma 5 ([
24])
. If x is a complex variable and m and n are non-negative integers, then According to Gould [
24], identity (
16) is due to Laplace. In addition, we note that the binomial theorem is a special case of (
16), which occurs at
.
Using
and replacing
m by
, we have the equivalent and useful form of Lemma 5:
Theorem 1. If r, s and t are any integers and m and n are non-negative integers, then Proof. Set
in (
16), use (
11), and multiply through by
, obtaining
Similarly, setting
in (
16), using (
10), and multiplying through by
yields
The results follow by combining these identities according to the Binet formulas (
2) and Lemma 4. □
In particular,
with the special cases
Corollary 1. If r, s and t are any integers and n is a non-negative integer, then Proof. Set in Theorem 1. □
Corollary 2. If r, s and t are any integers and n is a non-negative integer, then Proof. Set in Theorem 1. □
In particular,
with the special cases
We mention that identities (
19) and (
20) exhibit strong similarities to those derived by Hoggatt, Phillips and Leonard in [
25].
Corollary 3. If m and n are non-negative integers and r is any integer, then Proof. Make the substitutions , and in Theorem 1 and simplify. □
In particular,
with the special cases
By making appropriate substitutions in Theorem 1, many new sum relations can be established. For example, setting
,
, and
(or
,
and
) in (
17) gives
which at
gives
The corresponding Fibonacci sums from (
18) are of exactly the same structure
with the special case
Another example is the relation
which at
gives
and its Fibonacci counterparts:
Theorem 2. If m and n are non-negative integers and are any integers, then Proof. Set
in (
16), use (
11), and multiply through by
, obtaining
Similarly, setting
in (
16), using (
13), and multiplying through by
yields
Now, the result follows immediately upon combining according to the Binet formulas (
2). □
In particular,
with the special cases
Corollary 4. If n is a non-negative integer and r and s are any integers, then Proof. Set
in (
24) and (
25). □
We mention that setting in Theorem 2 gives again Corollary 2.
Corollary 5. If m and n are non-negative integers and r is any integer, then Proof. Make the substitutions
,
,
in (
24), (
25) and simplify. □
Theorem 3. If m and n are non-negative integers and are integers, then Proof. Set
in (
16) and multiply through by
to obtain
Similarly, set
in (
16) and multiply through by
to obtain
Combine (
26) and (
27) according to the Binet formula while making use also of (
14). Consider the cases
and
, in turn. □
In particular,
and
with the special cases
Note that in (
28)–(
31), we used
Lemma 6. If x is a complex variable and are non-negative integers, then Proof. Use the transformation
in (
16). □
Theorem 4. If m and n are non-negative integers and are integers, then Proof. Set
in (
33) to obtain
so that
Writing
for
n in (
38) (after multiplying through by
) and comparing the coefficients of
produces (
34) and (
35). Writing
for
n gives (
36) and (
37). □
Corollary 6. If m and n are non-negative integers and s is an integer, then Corollary 7. If n is a non-negative integer and s is any integer, then 3. Relations from a Recent Identity by Alzer
In 2015, Alzer [
26], building on the work of Aharonov and Elias [
27], studied the polynomial
Among other things, he showed that
Such a polynomial identity immediately offers many appealing Fibonacci and Lucas sum relations as can been seen from the next series of theorems.
Theorem 5. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet Formulas (
3). □
Comparing (
22) with (
41), and (
21) with (
42), we find
Theorem 6. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet Formulas (
3). □
The next theorem generalizes Theorem 5.
Theorem 7. For non-negative integers n and m, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas. □
When
, then Theorem 7 reduces to Theorem 5. As additional examples, we state the next relations:
which also appears in Alzer’s paper [
26] as Equation (1.4), and
Theorem 8. For non-negative integer n and any integers m and t, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas, while making use also of Lemma 4. □
In particular,
with the special cases
Theorem 9. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas. □
Theorem 10. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas. □
Remark 1. Combining Theorem 6 with Theorem 10 gives the relations Theorem 11. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas. □
The last Theorem in this set involves mixed identities.
Theorem 12. For each non-negative integer n, we have the relations Proof. Set
and
in (
39) and (
40), respectively, and combine according to the Binet formulas. □
As a final remark in this section, we note that some of the identities presented in this section follow also from the following lemma.
Lemma 7 ([
24] Identities 6.22, 6.23)
. If x is a complex variable and m, n are non-negative integers, then For instance, identity (
42) is an immediate consequence of (
44) at
. Also, (
43) follows easily from (
44).
4. Relations Involving Two Central Binomial Coefficients
Lemma 8. Let x be a complex variable. Then Proof. From Riordan’s book [
28], it is known that for the polynomial
we have the relation
Set
and simplify. □
Theorem 13. For each integer r and each non-negative integer n, we have the relations Proof. Set
and
in Lemma 8, multiply through by
and
, respectively, and combine according to the Binet formulas (
3). □
Theorem 14. For each integer r and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
We note the following particular results:
Theorem 15. For each integer r and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
Theorem 16. For each integer r and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
Theorem 17. For each integer r and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
Theorem 18. For each integer r and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
We proceed with some identities involving an additional parameter.
Theorem 19. If n is a non-negative integer and are any integers, then Proof. Set and , in turn, in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
In particular,
with the special cases
Remark 2. Note that Theorems 14 and 18 are particular cases of (47) and (48) at and , respectively. Theorem 20. For integers r and , and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
Theorem 21. For integers r and , and each non-negative integer n, we have the relations Proof. Set and in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas. □
Theorem 22. For each integer r and each non-negative integer n, we have the relations Proof. Set and , in turn, in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas, using also the fact that and . □
Theorem 23. For each integer r, and each non-negative integer n, we have the relations Proof. Set and , in turn, in Lemma 8, multiply through by and , respectively, and combine according to the Binet formulas, using also the fact that and . □
Theorem 24. If n is a non-negative integer and are any integers, then Proof. Set in Lemma 8 and multiply through by . Repeat for and multiply through by . Now, combine the resulting equations using the Binet formula. □
In particular,
with the special cases
5. Another Class of Identities with Squared Binomial Coefficients
Lemma 9 ([
29])
. If n is a non-negative integer and x is any complex variable, then Theorem 25. Let r, s and m be arbitrary integers with . Then, for each non-negative integer n, we have the relations Proof. Set and , respectively, in Lemma 9, and use Lemma 3. Multiply through by and , respectively, and combine according to the Binet formulas. □
Corollary 8. For each integer m and each non-negative integer n, we have Proof. Set and in Theorem 25. □
The case
in Corollary 8 was proposed by Carlitz as a problem in the Fibonacci Quarterly [
30] (with a typo).
Corollary 9. For each integer m and each non-negative integer n, we have Proof. Set in Theorem 25. □
The case
in Corollary 9 was proposed by Carlitz as another problem in the Fibonacci Quarterly [
31].
Corollary 10. For each integer m and each non-negative integer n, we have Proof. Set and in Theorem 25. □
Corollary 11. For each integer m and each non-negative integer n, we have Proof. Set and in Theorem 25. □
Corollary 12. For each integer r and each non-negative integer n, we have Proof. Set and in Theorem 25. □
Corollary 13. For each integer r and each non-negative integer n, we have Proof. Set in Theorem 25. □
Corollary 14. For each integer r and each non-negative integer n, we have Proof. Set in Theorem 25 and make use of . □
Theorem 26. For each non-negative integers r, m and n, we have the relations Proof. Set and in Lemma 9, multiply through by and , respectively, and combine according to the Binet formulas. □
When
, then Theorem 26 reduces to Corollary 8. When
, then
Theorem 27. For each non-negative integer n, any odd integer m and any integer r, we have the relations Proof. Set and , m odd, in Lemma 9, and use the facts that and . Multiply through by and , respectively, and combine according to the Binet formulas. □
When , then Theorem 27 reduces to Corollary 9.
We conclude this section with a sort of inverse relation compared to those from Theorem 25.
Theorem 28. For each non-negative integer n and any integers m, r and s, we have the relations Proof. Set and , respectively, in Lemma 9, and use Lemma 3. Multiply through by and , respectively, and combine according to the Binet formulas. □
6. More Identities with Two Binomial Coefficients
Lemma 10 ([
32] Identity (3.17))
. If n is a non-negative integer, m is any real number and x is any complex variable, thenIn particular, Proof. The first particular case is obvious. The second follows upon setting
in (
52) and using
with
(see [
32] Identity (Z.45)). □
Remark 3. Comparing (49) with (53), we immediately obtain an “identity” of the formSuch an identity does not contain any new information as the identities can be trivially transformed into each other by reindexingThis shows that the binomial sum relations from the previous section are actually special instances of those derived now. Theorem 29. Let and p be arbitrary integers with , and let m be any real number. Then, for all non-negative integer n, we have the relationsIn particular, Proof. Set
and
, respectively, in (
52), and use Lemma 3. Multiply through by
and
, respectively, and combine according to the Binet formulas. □
Corollary 15. If n is a non-negative integer, m is any real number and p is any integer, thenIn particular, Corollary 16. If n is a non-negative integer, m is any real number and p is any integer, thenIn particular, Corollary 17. If n is a non-negative integer, m is any real number and p is any integer, thenIn particular, Corollary 18. If n is a non-negative integer, m is any real number and p is any integer, thenIn particular, Theorem 30. If n is a non-negative integer, m is any real number and s, r are any integers, thenIn particular, Proof. Set
and
in (
52), multiply through by
and
, respectively, and combine according to the Binet formulas. □
Theorem 31. If n is a non-negative integer, m is any real number, r is any integer and s is an odd integer, then In particular, Proof. Set
in (
52) and use the fact that
if
s is an odd integer. □
Theorem 32. Let n be a non-negative integer, m be a real number and r, s, p and t be any integers. Then Proof. Set
in (
52) and use (
12) to obtain
from which the results follow. □
Corollary 19. Let n be a non-negative integer, let m be a real number and let s and p be any integers. Then Proof. Set
and
in (
59) and (
60). □
Corollary 20. Let n be a non-negative integer and let s and p be any integers. Then 7. Still Other Classes of Identities with Two Binomial Coefficients
Lemma 11 ([
32] Identity (3.18))
. If n is a non-negative integer, m is any real number and x, y are any complex variables, then Theorem 33. If n is a non-negative integer, m is any real number and r, s and t are any integers, then Proof. Set
and
in (
61) and multiply by
to obtain
Similarly obtain
Combine (
62) and (
63) using the Binet formula. □
In particular,
and
with the special cases
Lemma 12 ([
32] Identity (3.84))
. If n is a non-negative integer and x is any complex variable, then Lemma 13 ([
33,
34])
. If n is a non-negative integer and x is any complex variable, then Next, we present an obvious extension of (
33) and some associated Fibonacci–Lucas sums.
Lemma 14. Let x and y be complex variables, let m and n be non-negative integers and let r be any integer. Then Theorem 34. If m and n are non-negative integers and s, r and t are any integers, then Proof. Choose
and
in (
65), use (
4), and multiply through by
to obtain
Similarly obtain
The result follows from (
67), (
68) and the Binet formula. □
In particular,
with the special cases
Theorem 35. Let m, n, r, s and t be integers with . If n and r have the same parity, thenwhile if n and r have different parities, then Proof. Set
and
in (
65), then use Lemma 4 and the summation identity
□
In particular, if
n and
r have the same parity, then
while if
n and
r have different parities, then
and
with the special cases:
while if
n and
r have different parities, then
Note that in simplifying (
69)–(
72), we used (
32).
Corollary 21. If m, n, r and s are integers, then 8. Identities with Three Binomial Coefficients
Concerning identities with three binomial coefficients, some classical Fibonacci (Lucas) examples exist. For instance, Carlitz [
35] presented the identities
and
In addition, Zeitlin [
36,
37] derived
In his solution to Carlitz’ proposal from above, Zeitlin [
38] proved
mutatis mutandis the identity
His results are based on the polynomial identity
In this section, we provide more examples of this kind using “Zeitlin’s identity” in its equivalent form given in the next lemma.
Lemma 15 ([
32] Identity (6.7), [
39])
. If n is a non-negative integer and x is any complex variable, then Theorem 36. If n is a non-negative integer and r and t are any integers, then Proof. Set
and
, in turn, in (
73). Combine according to the Binet formula. □
Corollary 22. If n is a non-negative integer and r is any integer, thenIn particular, Theorem 37. If n is a non-negative integer and r, s and t are any integers, then Proof. Set
and
in (
73), in turn, bearing in mind (
10) and (
11). Combine the resulting equations using the Binet formula and Lemma 4. □
Corollary 23. If n is a non-negative integer and r and t are any integers, then 9. Concluding Comments
In this paper, a first systematic study of sum relations involving (generalized) Fibonacci numbers and different kinds of binomial coefficients was provided. In particular, we have covered five different classes of relations. All results have their origins in polynomial relations involving one, two or three binomial coefficients. This study is by far not complete and additional relations can be added in the future. For instance, further identities with two binomial coefficients can be derived from the next lemma, which is a generalization of (
16).
Lemma 16. Let x and y be complex variables, let m and n be non-negative integers and let r be any integer. Then In our future research projects, we will consider additional classes of relations. Currently, we work on binomial sums depending on the modulo 5 nature of the upper summation limit.