Ursula Mancusi Ungaro

2012Annual

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What was filed

  • 44

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Franklin Valuemark IV Annuity — None

Smith Bamey Money Market — Interest

Miami Dade Aviation Rev. Bond — Interest — Matured

Muar Dade Co. Fla. Waste Svs Bond — Interest

Mount Prospect, 111. Library Bond — Interest — Matured

Texas Womens Univ. Bond — Interest — Matured

Arizona Sch. Board Senes A Bond — Interest — Matured

Broward Co. Fla. Airport Revenue Bond — Interest — Matured

Fla St. Brd Ed Lottery REv bond — Interest — Matured

Okaloosa CNty Fla Wir & Sewer Bond — Interest

Tallahassee, Fla. Fla Cap Bond — Interest

Miami-Dade County Stormwater Util. Bond — Interest

Chicago 111 PJ-Ser C — Interest

Davenport lowa Gen. Oblig Bond — Interest

Miami-Dade Co. Fla. ExpyToll Sys Bond — Interest

Nimois Ser A U/T Bond — Interest

Houston, Tex. Util Sys Rev. Bond — Interest

Orlando FI Cap Impvmt Spl Rev Bond — Interest

Pa.StHigher Ed Auth Rev Bond — Interest

Wise St Transp Rev bond — Interest

Mia Beh Parking Rev Ser B bond — Interest

MiaDade Sp Obhg Cap Asset Aqu-E Bond — Interest

Collin Co TexPerm Imp Bond — Interest

Sarasota Cty Infrstrct Sales surtax Bond — Interest

Fla St. Bd Gov FAU Dorm Rev Bond — Interest

Hillsborough Cty Cmny Invt Tax Rev bond — Interest

North Harris Mont Cmty CLG DT Tex Rey Bond — Interest

Fla.Dept Env Prot Bond — Interest

Palm Beh Co. Sch Bd. — Interest

Western Il Rev Aux Fucs Sys — Interest — Buy

First Fla. Gov Comm RE OID — Interest — Buy

Jersey City NJ Gen Obl Ref-Qual Gen Impt Ser A — Interest — Buy

Brwd Co. Fl Port FACS Rev — Interest — Buy

1. St Sales Tax Rev — Interest — Buy

Orange Co. Tourist Dev. Tax — Interest — Buy

Fla St. Bd Gov. FAU Dorm Rev Ref-B — Interest — Buy

Miami Pkg Sys. Rev Ref — Interest — Buy

FlaStBd Gov FIL D — Interest — Buy

Umiv Ark RE OID — Interest — Buy

Allegheny Co Pa — Interest — Buy

Wisc Gen Oblig A — Interest — Buy

Allegheny Co Pa Gen Oblig — Interest — Buy

Washington St Var Purp-A — Interest — Buy

Jacksonville FI Sp Rev A — Interest — Buy

Although not required, | am reporting the following: | own a 1.1% limited partnership mterest in Mt. Blue Ltd. Partners which owns a 2.73% interest in another

entity, the Shopping Center Partnership. | did not reported this interest until 2010r because, during my entire tenure, it has never had a value of $1,000 or more.

In other words, there has not been a secondary market for my interest at any time during my service as a District Judge. However, it carries the potential for a

tax liability (the amount of which and timing I cannot predict). Although 1 am not obligated to report this interest as an asset, I am continuing to report it in an

abundance of caution because under the current economic conditions, I am concerned that some tux liability could arise in connection with the interest. It should

be noted, however, that | have no information from the general partner and no information regarding the partnership from any other source that suggests any

current tax liability exposure: | am relying simply on my knowledge of current economic conditions, my understanding of the tax liabilites that can be associated

with limited partnership interests generally and my knowledge of the history of these entities.

In preparing this report, | discovered errors mn Part VII of my calendar year 2011 report as follows:

1. In my 2011 Report, | reported at Part VII, Line 9 the sale of Arizona School Board Series A bonds. This was incorrect. Instead, | intended to report the sale

of the Thurston County, Washington Revenue bonds that appear immediately above at Line 8. Therefore, Line 8 should have reflected that the Thurston County,

Washington Revenue bonds matured on 12/1/11, ata Value Code of "L" and a Gam Code of “A.”

2. In my 2011 Report, Section VII, I omitted to report my acquisition of Palm Beach County School Board Bonds. Those bonds are reported at Section VII, Line

29 of the current report. Those bonds were purchased on 6/27/11 at a Value Code of "K," Value Method Code *T, "and income from these bonds during 2011

was Amount Code "A."

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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