Richard A. Lazzara

2011Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • First Community Bank of America
  • State of Flonda, Retirement System
  • Salary, University of South Florida

As filed

L.O.C.Ine. stock (closed corp.) appraised 9/30/95 — Interest

Plaza Equipment Co. {closed com.) — Interest

Partnership (closed partnership) — Interest

Nationwide Retirement Solutions (deferred comp.) — Interest

PanAmerican Life (IRA) New Orleans, LA — Interest

Pan American Life (IRA) New Orleans, LA — Interest

TIAA-CREEF (retirement annuity) NY, NY — Interest

Suncoast Schools Credit Union, Tampa, FL — Interest

University of South Florida Credit Union, Tampa, FL — Interest

Wachovia Bank n/k/a Wells Fargo — Interest

University of South Florida Credit Union (IRA), Tampa, FL — Interest

University of South Florida Credit Union (IRA), Tampa, FL. — Interest

Bank of America, Tampa, FL — Interest

Boston Financial Tax Credit Fund Plus — Int/Div

Suntrust Bank — Interest

Prmcipal Financial Group — Interest — Buy

Liability — First Community Bank of America — Commercial Loan Guaranty for Partnership (7/2°2010)

Income — 2011 — State of Flonda, Retirement System — S$37.062.66

Spouse's income — 2011 — Salary, University of South Florida

VIL Investments and Trusts

(16) Principal Financial Group

This is in response to the Committee on Financial Disclosures letter of mquiry dated July 2, 2012, with regard to the asset listed as “Principal Financial Group™ in

Part VII, page 4, line 16 of my 2011 Financial Disclosure Form.

Based on the letter, it hus now come to my attention that 1 inadvertently failed to list the initial purchase of this asset on January 28, 2009, and the resulting interest

earned on this asset in the sum of $8,160.00,

on my 2010 Financial Disclosure Form. This asset consists of a fixed deferred annuity contract with the Principal Financial Group m the principal sum of

$100,000, earning yearly interest at the fixed rate of 4%.

1 hope the additional information supplied in Part VII, page 4, line 16, of my amended 2011 form, as well as this explanation, is sufficient to close out my 2011

report.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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