R. Asset Change (household)

R. Asset Change (household) module of HRS 2006

Start of R. Asset Change (household)
 
If Prev wave hh interviewed in prior wave = YES and Resp fam/fin type - updated = FINANCIALR or Resp fam/fin type - updated = FINANCIAL_FAMILYR »
 
   
 
If Prev wave r owns or rents = OWN or Own-rent home = OWN_ORBUYING or Own part or all/rent farm = OWNSALL or Own part or all/rent farm = OWNSPART or Own mobile home/site = OWNSBTHHOMEANDSITE or Own mobile home/site = OWNSONLYSITE or Own mobile home/site = OWNSONLYHOME or Own second home = YES »
 
     
   
KR002

Change in fam finance - home buy or sell

NOW I'D LIKE TO ASK YOU SOME QUESTIONS ABOUT THE CHANGES IN YOUR (FAMILY'S) FINANCES SINCE WE LAST TALKED TO YOU. [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] BOUGHT OR SOLD A HOME THAT WAS YOUR PRIMARY RESIDENCE OR SECOND HOME?
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If Change in fam finance - home buy or sell = 1. Yes »
 
       
     
KR003

Only home buy or sell or both

DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT?

IF R REPORTS MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'
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If Only home buy or sell or both was answered AND If Only home buy or sell or both != 2. Only sold and Only home buy or sell or both != 7. Other (specify) »
 
         
       
KR006

Year r bought a home

IN WHAT YEAR DID YOU BUY A HOME?

YEAR:

MONTH: [MONTH R BOUGHT A HOME]
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If Year r bought a home >= 2004 »
 
           
         
KR005

Month r bought a home

(WHAT MONTH WAS THAT?)

YEAR: [YEAR R BOUGHT A HOME]

MONTH:
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KR007

R home purchase price

WHAT WAS THE PURCHASE PRICE?

DO NOT PROBE DK/RF
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If R home purchase price = 99999998. Don't know; not ascertained or R home purchase price = 99999999. Refused »
 
           
         
KR008_B

Home purchase price

DID IT AMOUNT TO A TOTAL OF ...
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KR012

Year r sold a home

IN WHAT YEAR DID YOU SELL A HOME?

YEAR:

MONTH: [MONTH R SOLD A HOME]
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If Year r sold a home >= 2004 »
 
           
         
KR011

Month r sold a home

(WHAT MONTH WAS THAT?)

YEAR: [YEAR R SOLD A HOME]

MONTH:
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KR013

R home selling price

WHAT WAS THE SELLING PRICE?

DO NOT PROBE DK/RF
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If R home selling price = 99999998. Don't know; not ascertained or R home selling price = 99999999. Refused »
 
           
         
KR014_B

Home selling price

DID IT AMOUNT TO A TOTAL OF ...
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KR018

Year r bought home just sold

IN WHAT YEAR DID YOU BUY THE HOME YOU JUST SOLD?

THIS REFERS TO THE HOME THAT THEY SOLD

YEAR:

MONTH: [MONTH R BOUGHT HOME JUST SOLD]
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If Year r bought home just sold >= 2004 »
 
           
         
KR017

Month r bought home just sold

(WHAT MONTH WAS THAT?)

YEAR: [YEAR R BOUGHT HOME JUST SOLD]

MONTH:
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KR019

R previous home purchase price

WHAT WAS THE PURCHASE PRICE?

THIS REFERS TO THE HOME THAT THEY SOLD

DO NOT PROBE DK/RF
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If R previous home purchase price = 99999998. Don't know; not ascertained or R previous home purchase price = 99999999. Refused »
 
           
         
KR020_B

Previous home purchase price

DID IT AMOUNT TO A TOTAL OF ...
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KR023

Home improvements - primary/secondary

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE (OR SECOND HOME) THAT YOU OWNED?

DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP
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If Home improvements - primary/secondary = 1. Yes »
 
       
     
KR024

Major home improvements - amount

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF?

DO NOT PROBE DK/RF

AMOUNT:
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If Major home improvements - amount = 9999998. Don't know; not ascertained or Major home improvements - amount = 9999999. Refused »
 
         
       
KR025_B

Improvement cost

DID IT AMOUNT TO A TOTAL OF ...
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If Prev wave own other real estate = YES or Real estate asset = YES or Real estate asset = VOLYESMORETHANONE »
 
     
   
KR028

Sold real estate since prev iw

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPAL RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?
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If Sold real estate since prev iw != 1. Yes »
 
       
     
KR029

Bought real estate since prev iw

HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] ?
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If Bought real estate since prev iw = 1. Yes »
 
         
       
KR030

Real estate purchase price

ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE?

DO NOT PROBE DK/RF

AMOUNT:
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If Real estate purchase price = 9999998. Don't know; not ascertained or Real estate purchase price = 9999999. Refused »
 
           
         
KR031_B

Real estate purchase price

DID IT AMOUNT TO A TOTAL OF ...
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If Sold real estate since prev iw = 1. Yes »
 
       
     
KR034

Bought real estate since last iw

DID YOU ALSO BUY ANY REAL ESTATE OF THIS SORT [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] ?
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If Bought real estate since last iw != 1. Yes »
 
         
       
KR035

Value real estate sold

ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] ?

DO NOT PROBE DK/RF

AMOUNT:
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If Value real estate sold = 9999998. Don't know; not ascertained or Value real estate sold = 9999999. Refused »
 
           
         
KR036_B

Value real estate sold

DID IT AMOUNT TO A TOTAL OF ...
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If Bought real estate since last iw = 1. Yes »
 
         
       
KR039

Overall real estate value

OVERALL, WAS THE DOLLAR COST OF THE REAL ESTATE YOU BOUGHT GREATER THAN THE DOLLAR VALUE OF WHAT YOU SOLD (MINUS COMMISSIONS), LESS THAN THE VALUE OF WHAT YOU SOLD, ABOUT EQUAL, OR WHAT?
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If Overall real estate value = 1. Bought more than sold or Overall real estate value = 2. Bought less than sold »
 
           
         
KR040

Real estate buy more or less than sold

ROUGHLY, ABOUT HOW MUCH [MORE/LESS] DID YOU BUY THAN YOU SOLD?

DO NOT PROBE DK/RF

AMOUNT:
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If Real estate buy more or less than sold = 999998. Don't know; not ascertained or Real estate buy more or less than sold = 999999. Refused »
 
             
           
KR041_B

Real estate buy more or less

DID IT AMOUNT TO A TOTAL OF ...
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KR044

Major home improvements to real estates

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO ANY REAL ESTATE PROPERTIES THAT YOU OWNED, OTHER THAN YOUR PRINCIPAL RESIDENCE OR SECOND HOME?

DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP
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If Major home improvements to real estates = 1. Yes »
 
       
     
KR045

Improvement cost to real estates

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF?

DO NOT PROBE DK/RF

AMOUNT:
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If Improvement cost to real estates = 9999998. Don't know; not ascertained or Improvement cost to real estates = 9999999. Refused »
 
         
       
KR046_B

Improvement cost to real estates

DID IT AMOUNT TO A TOTAL OF ...
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If Prev wave own business = YES or Business or farm assets = YES or Business or farm assets = VOLYESMORETHANONE »
 
     
   
KR049

Personal funds put into business

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] PUT PERSONAL FUNDS INTO A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM THAT YOU OWN OR SHARE OWNERSHIP IN?
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If Personal funds put into business = 1. Yes »
 
       
     
KR050

Personal funds into business amount

ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED?

DO NOT PROBE DK/RF

AMOUNT:
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If Personal funds into business amount = 9999998. Don't know; not ascertained or Personal funds into business amount = 9999999. Refused »
 
         
       
KR051_B

Amt personal funds into business

DID IT AMOUNT TO A TOTAL OF ...
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KR054

Sell any part interest in private bus

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] SOLD PART OR ALL OF ANY INTEREST IN A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM?
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If Sell any part interest in private bus = 1. Yes »
 
       
     
KR055

Private business selling price amount

ALTOGETHER, ABOUT HOW MUCH DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?)

WE WANT THE PRICE THE BUYER PAID

DO NOT PROBE DK/RF

AMOUNT:
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If Private business selling price amount = 9999998. Don't know; not ascertained or Private business selling price amount = 9999999. Refused »
 
         
       
KR051_B

Amt personal funds into business

DID IT AMOUNT TO A TOTAL OF ...
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KR060

Year sold private business

IN WHAT YEAR DID YOU SELL THAT?

MOST RECENT SALE, IF MORE THAN ONE

YEAR:

MONTH: [MONTH SOLD PRIVATE BUSINESS]
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If Year sold private business >= 2004 »
 
         
       
KR059

Month sold private business

(WHAT MONTH WAS THAT?)

YEAR: [YEAR SOLD PRIVATE BUSINESS]

MONTH:
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If Prev wave own stocks = YES or Stock and stock mutual funds = YES »
 
     
   
KR061

Other stock accounts

NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] BOUGHT ANY STOCK, OR PUT MONEY INTO STOCK MUTUAL FUNDS, INCLUDING ANY AUTOMATIC REINVESTMENTS?
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If Other stock accounts = 1. Yes »
 
       
     
KR062

Sell or cash in other stocks

DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] ALSO SELL OR CASH IN ANY SUCH ASSETS?
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KR063

R put new amt in or take out stocks

DID YOU BUY MORE OR SELL MORE -- THAT IS, OVERALL, DID YOU PUT NEW MONEY INTO STOCKS, STOCK MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS, TAKE MONEY OUT OF THEM, OR PUT IN ABOUT AS MUCH AS YOU TOOK OUT?
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If R put new amt in or take out stocks = 1. Put money in or R put new amt in or take out stocks = 2. Take money out »
 
         
       
KR064

Stocks more put in than take out

ABOUT HOW MUCH MORE DID YOU [PUT IN THAN YOU TOOK OUT?/TAKE OUT THAN YOU PUT IN?] ?

DO NOT PROBE DK/RF

AMOUNT:
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If Stocks more put in than take out = 9999998. Don't know; not ascertained or Stocks more put in than take out = 9999999. Refused »
 
           
         
KR065_B

Amt gain loss stock

DID IT AMOUNT TO A TOTAL OF ...
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Else
 
       
     
KR068

Amt auto reinvestment into stock

ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] PUT INTO THAT?

DO NOT PROBE DK/RF

AMOUNT:
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If Amt auto reinvestment into stock = 9999998. Don't know; not ascertained or Amt auto reinvestment into stock = 9999999. Refused »
 
         
       
KR069_B

Amt into auto reinvestment

DID IT AMOUNT TO A TOTAL OF ...
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KR072

Sold public stocks

[[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] , HAVE YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] SOLD ANY SHARES OF STOCK IN PUBLICLY HELD CORPORATIONS OR TAKEN MONEY OUT OF ANY MUTUAL FUNDS, MANAGED INVESTMENT ACCOUNTS OR TRUSTS?
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If Sold public stocks = 1. Yes »
 
         
       
KR073

Amount sold public stocks

ALTOGETHER, HOW MUCH MONEY DID YOU [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] GET FROM THAT?

DO NOT PROBE DK/RF

AMOUNT:
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If Amount sold public stocks = 999998. Don't know; not ascertained or Amount sold public stocks = 999999. Refused »
 
           
         
KR074_B

Amt sold public stocks

DID IT AMOUNT TO A TOTAL OF ...
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If Prev wave r owns or rents = OWN and Mobile home present value was assigned an EMPTY value and Home present value was assigned an EMPTY value and Dollar value second home was assigned an EMPTY value »
 
     
   
If Change in fam finance - home buy or sell = 5. No »
 
       
     
KR077

House bad record

OUR RECORDS SHOW THAT YOU OWNED A HOME IN [[R'S LAST IW MONTH, YEAR]/,THE LAST TWO YEARS]] THAT YOU DO NOT NOW OWN AND DID NOT SELL. WHAT HAPPENED TO THAT HOME -- DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
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If House bad record = 1. Gave to someone »
 
         
       
KR079

Who r gave house relationship -m1

WHO DID YOU GIVE THE HOUSE TO, (THAT IS WHAT IS THEIR RELATIONSHIP TO YOU)?

CHOOSE ALL THAT APPLY
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If Who r gave house relationship -m1 = 2. Child/child-in-law/grandchild »
 
           
         
KR080

Who r gave house which child - m1

(WHICH CHILD IS THAT?)

CHOOSE ALL THAT APPLY

IF GRANDCHILD: WHICH CHILD OF YOURS [OR YOUR YOU/HUSBAND/WIFE/PARTNER/ ] IS THE PARENT OF THAT GRANDCHILD?

42
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If Only home buy or sell or both = 2. Only sold »
 
       
     
KR081

House sold bad record

OUR RECORDS SHOW THAT YOU OWNED A HOME IN [[R'S LAST IW MONTH, YEAR],/THE LAST TWO YEARS]] THAT YOU HAVE SINCE SOLD. WHAT DID YOU DECIDE TO DO WITH THE PROCEEDS FROM SELLING THE HOUSE -- DID YOU INVEST THE MONEY, DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
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If Count of move in/out != 0 »
 
     
   
KR083

Hhmem move or changes in assets

SOMETIMES CHANGES IN A FAMILY'S SAVINGS OR ASSETS ARE DUE TO PEOPLE JOINING OR LEAVING THE FAMILY. WAS THERE ANYONE LIVING WITH YOU IN [[R'S LAST IW MONTH, YEAR], /THE LAST TWO YEARS]] WHO DOESN'T LIVE WITH YOU NOW AND WHO TOOK $5,000 OR MORE IN ASSETS OR DEBTS AWAY WITH THEM?
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If Hhmem move or changes in assets = 1. Yes, assets or Hhmem move or changes in assets = 3. Both »
 
       
     
KR084

Hhmem move or chg in assets amt lost

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY?

DO NOT PROBE DK/RF

AMOUNT:
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If Hhmem move or chg in assets amt lost = 9999998. Don't know; not ascertained or Hhmem move or chg in assets amt lost = 9999999. Refused »
 
         
       
KR085_B

Hhmem move amt assets lost

DID IT AMOUNT TO A TOTAL OF ...
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If Hhmem move or changes in assets != 5. No and Hhmem move or changes in assets was answered »
 
       
     
If Hhmem move or changes in assets = 2. Yes, debts or Hhmem move or changes in assets = 3. Both »
 
         
       
KR088

Value of debts removed hhmem move

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY?

DO NOT PROBE DK/RF

AMOUNT:
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If Value of debts removed hhmem move = 9999998. Don't know; not ascertained or Value of debts removed hhmem move = 9999999. Refused »
 
           
         
KR089_B

Value of debts removed

DID IT AMOUNT TO A TOTAL OF ...
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KR092

Addition to family with assets or debts

IS THERE ANYONE IN YOUR FAMILY LIVING WITH YOU NOW WHO HAS JOINED THE FAMILY [[SINCE [PREV WAVE FIRST R IW MONTH], [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/SINCE [PREVIOUS WAVE FIRST R INTERVIEW YEAR]/[PREV WAVE IW YR]/IN THE LAST TWO YEARS]] AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?
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If Addition to family with assets or debts = 1. Yes, assets or Addition to family with assets or debts = 3. Both »
 
       
     
KR093

Value of assets added to hh

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?

DO NOT PROBE DK/RF

AMOUNT:
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If Value of assets added to hh = 9999998. Don't know; not ascertained or Value of assets added to hh = 9999999. Refused »
 
         
       
KR094_B

Value of assets added to hh

DID IT AMOUNT TO A TOTAL OF ...
expand
         
   
If Addition to family with assets or debts != 5. No and Addition to family with assets or debts was answered »
 
       
     
If Addition to family with assets or debts = 2. Yes, debts or Addition to family with assets or debts = 3. Both »
 
         
       
KR097

Value of debts added to hh

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?

DO NOT PROBE DK/RF

AMOUNT:
expand
         
       
If Value of debts added to hh = 9999998. Don't know; not ascertained or Value of debts added to hh = 9999999. Refused »
 
           
         
KR098_B

Value of debts added to hh

DID IT AMOUNT TO A TOTAL OF ...
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KR101

Assist section r - asset change

HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION R - ASSET CHANGE?
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End of R. Asset Change (household)