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Start of R. Asset change
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If MZ024 = YES and MX007_R = FINANCIAMR or MX007_R = FINANCIAL_FAMILYR »
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If MZ079 = 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 »
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MR002
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. ^FLSINCEFINPW_CAP, HAVE YOU ^FLORYOURHWP BOUGHT OR SOLD A HOME THAT WAS
YOUR PRIMARY RESIDENCE OR SECOND HOME?
1 Yes
5 No
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If CHANGE IN FAM FINANCE - HOME BUY OR SELL = 1 Yes »
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MR003
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)'
1 Only bought
2 Only sold
3 Both bought and sold
7 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) »
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MR006
YEAR R BOUGHT A HOME
IN WHAT YEAR DID YOU BUY A HOME?
YEAR:
MONTH: ^R005_
1992..2011
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If YEAR R BOUGHT A HOME >= 2004 »
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MR005
MONTH R BOUGHT A HOME
(WHAT MONTH WAS THAT?)
YEAR: ^R006_
MONTH:
1 Jan
2 Feb
3 Mar
4 Apr
5 May
6 Jun
7 Jul
8 Aug
9 Sep
10 Oct
11 Nov
12 Dec
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MR007
R HOME PURCHASE PRICE
WHAT WAS THE PURCHASE PRICE?
» DO NOT PROBE DK/RF
AMOUNT:
0..99999996
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If R HOME PURCHASE PRICE = 99999998 or R HOME PURCHASE PRICE = 99999999 »
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MR008
HOME PURCHASE PRICE - MIN
*
0..99999996
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MR012
YEAR R SOLD A HOME
IN WHAT YEAR DID YOU SELL A HOME?
YEAR:
MONTH: ^R011_
1992..2011
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If YEAR R SOLD A HOME >= 2004 »
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MR011
MONTH R SOLD A HOME
(WHAT MONTH WAS THAT?)
YEAR: ^R012_YRSOLDHOME
MONTH:
1 Jan
2 Feb
3 Mar
4 Apr
5 May
6 Jun
7 Jul
8 Aug
9 Sep
10 Oct
11 Nov
12 Dec
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MR013
R HOME SELLING PRICE
WHAT WAS THE SELLING PRICE?
» DO NOT PROBE DK/RF
AMOUNT:
0..99999996
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If R HOME SELLING PRICE = 99999998 or R HOME SELLING PRICE = 99999999 »
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MR014
HOME SELLING PRICE - MIN
*
0..99999996
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MR018
YEAR R BOUGHT HOME JUST SOLD
IN WHAT YEAR DID YOU BUY THAT HOME?
» THIS REFERS TO THE HOME THAT THEY SOLD
YEAR:
MONTH: ^R017_
1900..2011
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If YEAR R BOUGHT HOME JUST SOLD >= 2004 »
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MR017
MONTH R BOUGHT HOME JUST SOLD
(WHAT MONTH WAS THAT?)
YEAR: ^R018_
MONTH:
1 Jan
2 Feb
3 Mar
4 Apr
5 May
6 Jun
7 Jul
8 Aug
9 Sep
10 Oct
11 Nov
12 Dec
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MR019
R PREVIOUS HOME PURCHASE PRICE
WHAT WAS THE PURCHASE PRICE?
» THIS REFERS TO THE HOME THAT THEY SOLD
»DO NOT PROBE DK/RF
AMOUNT:
0..99999996
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If R PREVIOUS HOME PURCHASE PRICE = 99999998 or R PREVIOUS HOME PURCHASE PRICE = 99999999 »
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MR020
PREVIOUS HOME PURCHASE PRICE - MIN
*
0..99999996
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MR023
IF MAJOR IMPROVEMENTS - MAIN/SECOND HOME
^FLSINCEFINPW_CAP, DID YOU ^FLORYOURHWP MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY
RESIDENCE ^FLR023 THAT YOU OWNED?
» DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP
1 Yes
5 No
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If IF MAJOR IMPROVEMENTS - MAIN/SECOND HOME = 1 Yes »
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MR024
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:
0..9999996
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If MAJOR HOME IMPROVEMENTS - AMOUNT = 9999998 or MAJOR HOME IMPROVEMENTS - AMOUNT = 9999999 »
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MR025
IMPROVEMENT COST - MIN
*
0..9999996
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If MZ098 = YES or REAL ESTATE ASSET = YES or REAL ESTATE ASSET = VOLYESMORETHANONE »
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MR028
SOLD REAL ESTATE SINCE PREV IW
^FLSINCEFINPW_CAP, HAVE YOU ^FLORYOURHWP SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPAL RESIDENCE
OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?
1 Yes
5 No
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If SOLD REAL ESTATE SINCE PREV IW != 1 Yes »
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MR029
BOUGHT REAL ESTATE SINCE PREV IW
HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES ^FLSINCEFINPW?
1 Yes
5 No
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If BOUGHT REAL ESTATE SINCE PREV IW = 1 Yes »
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MR030
REAL ESTATE PURCHASE PRICE
ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If REAL ESTATE PURCHASE PRICE = 9999998 or REAL ESTATE PURCHASE PRICE = 9999999 »
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MR031
REAL ESTATE PURCHASE PRICE - MIN
*
0..9999996
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If SOLD REAL ESTATE SINCE PREV IW = 1 Yes »
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MR034
BOUGHT REAL ESTATE SINCE LAST IW
DID YOU ^FLANDYOURHWP ALSO BUY ANY REAL ESTATE OF THIS SORT ^FLSINCEFINPW?
1 Yes
5 No
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If BOUGHT REAL ESTATE SINCE LAST IW != 1 Yes »
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MR035
VALUE REAL ESTATE SOLD
ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD ^FLSINCEFINPW?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If VALUE REAL ESTATE SOLD = 9999998 or VALUE REAL ESTATE SOLD = 9999999 »
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MR036
VALUE REAL ESTATE SOLD - MIN
*
0..9999996
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If BOUGHT REAL ESTATE SINCE LAST IW = 1 Yes »
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MR039
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?
1 Bought more than sold
2 Bought less than sold
3 Bought and sold about equal amounts
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If OVERALL REAL ESTATE VALUE = 1 Bought more than sold or OVERALL REAL ESTATE VALUE = 2 Bought less than sold »
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MR040
REAL ESTATE BUY MORE OR LESS THAN SOLD
ROUGHLY, ABOUT HOW MUCH ^FLMORELESS DID YOU BUY THAN YOU SOLD?
» DO NOT PROBE DK/RF
AMOUNT:
0..999996
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If REAL ESTATE BUY MORE OR LESS THAN SOLD = 999998 or REAL ESTATE BUY MORE OR LESS THAN SOLD = 999999 »
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MR041
REAL ESTATE BUY MORE OR LESS - MIN
*
0..999996
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MR044
MAJOR HOME IMPROVEMENTS TO REAL ESTATES
^FLSINCEFINPW_CAP, DID YOU ^FLORYOURHWP 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
1 Yes
5 No
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If MAJOR HOME IMPROVEMENTS TO REAL ESTATES = 1 Yes »
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MR045
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:
0..9999996
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If IMPROVEMENT COST TO REAL ESTATES = 9999998 or IMPROVEMENT COST TO REAL ESTATES = 9999999 »
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MR046
IMPROVEMENT COST TO REAL ESTATES- MIN
*
0..9999996
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If MZ086 = YES or BUSINESS OR FARM ASSETS = YES or BUSINESS OR FARM ASSETS = VOLYESMORETHANONE »
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MR049
PERSONAL FUNDS PUT INTO BUSINESS
^FLSINCEFINPW_CAP, HAVE YOU ^FLORYOURHWP PUT PERSONAL FUNDS INTO A PRIVATELY
HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM THAT YOU OWN OR SHARE OWNERSHIP IN?
1 Yes
5 No
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If PERSONAL FUNDS PUT INTO BUSINESS = 1 Yes »
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MR050
PERSONAL FUNDS INTO BUSINESS AMOUNT
ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU ^FLORYOURHWP PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If PERSONAL FUNDS INTO BUSINESS AMOUNT = 9999998 or PERSONAL FUNDS INTO BUSINESS AMOUNT = 9999999 »
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MR051
AMT PERSONAL FUNDS INTO BUSINESS - MIN
*
0..9999996
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MR054
SELL ANY PART INTEREST IN PRIVATE BUS
^FLSINCEFINPW_CAP, HAVE YOU ^FLORYOURHWP SOLD PART OR ALL OF ANY INTEREST IN A PRIVATELY
HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM?
1 Yes
5 No
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If SELL ANY PART INTEREST IN PRIVATE BUS = 1 Yes
5 No
»
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MR055
PRIVATE BUSINESS SELLING PRICE AMOUNT
ALTOGETHER, ABOUT HOW MUCH DID YOU ^FLORYOURHWP SELL YOUR INTEREST FOR? (WHAT WAS THE
SELLING PRICE?)
» WE WANT THE PRICE THE BUYER PAID
»DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If PRIVATE BUSINESS SELLING PRICE AMOUNT = 9999998 or PRIVATE BUSINESS SELLING PRICE AMOUNT = 9999999 »
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MR051
AMT PERSONAL FUNDS INTO BUSINESS - MIN
*
0..9999996
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MR060
YEAR SOLD PRIVATE BUSINESS
IN WHAT YEAR DID YOU SELL THAT?
» MOST RECENT SALE, IF MORE THAN ONE
YEAR:
MONTH: ^R059_
1993..2011
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If YEAR SOLD PRIVATE BUSINESS >= 2004 »
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MR059
MONTH SOLD PRIVATE BUSINESS
(WHAT MONTH WAS THAT?)
1 JAN
2 FEB
3 MAR
4 APR
5 MAY
6 JUN
7 JUL
8 AUG
9 SEP
10 OCT
11 NOV
12 DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
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If MZ087 = YES or STOCK AND STOCK MUTUAL FUNDS = YES »
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MR061
IF BOUGHT STOCKS OR MUTUAL FUNDS
NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, ^FLSINCEFINPW, HAVE YOU ^FLORYOURHWP
BOUGHT ANY STOCK,
OR PUT MONEY INTO STOCK MUTUAL FUNDS, INCLUDING ANY AUTOMATIC REINVESTMENTS?
1 Yes
5 No
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If IF BOUGHT STOCKS OR MUTUAL FUNDS = 1 Yes
5 No
»
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MR062
SELL OR CASH IN OTHER STOCKS
DID YOU ^FLORYOURHWP ALSO SELL OR CASH IN ANY SUCH ASSETS?
1 Yes
5 No
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MR063
IF BOUGHT MORE OR SOLD MORE - 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?
1 Put money in
2 Take money out
3 Put in about as much as took out
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If IF BOUGHT MORE OR SOLD MORE - STOCKS = 1 Put money in or IF BOUGHT MORE OR SOLD MORE - STOCKS = 2 Take money out »
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MR064
AMOUNT MORE PUT IN OR TAKE OUT-STOCKS
ABOUT HOW MUCH MORE DID YOU ^FLPUTINTAKEOUT?
» DO NOT PROBE DK/RF
AMOUNT:
0..999996
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If AMOUNT MORE PUT IN OR TAKE OUT-STOCKS = 9999998 or AMOUNT MORE PUT IN OR TAKE OUT-STOCKS = 9999999 »
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MR065
AMT GAIN LOSS STOCK - MIN
*
0..999996
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MR068
TOTAL AMOUNT PUT INTO STOCK
ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU ^FLORYOURHWP PUT
INTO THAT?
» DO NOT PROBE DK/RF
AMOUNT:
0..999996
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If TOTAL AMOUNT PUT INTO STOCK = 9999998 or TOTAL AMOUNT PUT INTO STOCK = 9999999 »
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MR069
AMT INTO AUTO REINVESTMENT - MIN
*
0..999996
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MR072
SOLD PUBLIC STOCKS OR W-DRAW MUT FUNDS
^FLSINCEFINPW_CAP, HAVE YOU ^FLORYOURHWP SOLD ANY SHARES OF STOCK
IN PUBLICLY HELD CORPORATIONS OR TAKEN MONEY OUT OF ANY MUTUAL FUNDS, MANAGED
INVESTMENT ACCOUNTS OR TRUSTS?
1 Yes
5 No
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If SOLD PUBLIC STOCKS OR W-DRAW MUT FUNDS = 1 Yes
5 No
»
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MR073
AMOUNT SOLD PUBLIC STOCKS
ALTOGETHER, HOW MUCH MONEY DID YOU ^FLORYOURHWP GET FROM THAT?
» DO NOT PROBE DK/RF
AMOUNT:
0..999996
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If AMOUNT SOLD PUBLIC STOCKS = 999998 or AMOUNT SOLD PUBLIC STOCKS = 999999 »
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MR074
AMT SOLD PUBLIC STOCKS - MIN
*
0..999996
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If MZ079 = 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 »
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If CHANGE IN FAM FINANCE - HOME BUY OR SELL = 5 No »
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MR077
PREV WAVE HOUSE FOLLOW-UP BAD RECORD
OUR RECORDS SHOW THAT YOU ^FLANDYOURHWP OWNED A HOME IN ^FLPWMONTHYEAR_FIN THAT YOU DO NOT NOW OWN
AND DID NOT SELL. WHAT HAPPENED TO THAT HOME -- DID YOU ^FLANDYOURHWP GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT,
OR WHAT?
1 Gave to someone
2 Records incorrect
7 Other (specify)
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If PREV WAVE HOUSE FOLLOW-UP BAD RECORD = 1 Gave to someone »
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MR079M
WHO R GAVE HOUSE RELATIONSHIP
WHO DID YOU ^FLANDYOURHWP GIVE THE HOUSE TO, (THAT IS WHAT IS THEIR RELATIONSHIP TO YOU)?
» CHOOSE ALL THAT APPLY
2 Child/child-in-law/grandchild
3 Other relative
4 Someone else
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If WHO R GAVE HOUSE RELATIONSHIP = 2 Child/child-in-law/grandchild »
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MR080M
WHO R GAVE HOUSE WHICH CHILD
(WHICH CHILD IS THAT?)
» CHOOSE ALL THAT APPLY
IF GRANDCHILD: WHICH CHILD OF YOURS ^FLORYOURHWP IS THE PARENT OF THAT GRANDCHILD?
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If ONLY HOME BUY OR SELL OR BOTH = 2 Only sold »
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MR081
DECIDE - PROCEEDS OF HOUSE SOLD
OUR RECORDS SHOW THAT YOU OWNED A HOME IN ^FLPWMONTHYEAR_FIN 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?
1 Invest the money
2 Gave to someone
3 Records incorrect
7 Other (specify)
|
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|
| |
If COUNT OF MOVE IN/OUT != 0 »
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MR083
HHMEM MOVE TAKING 5K IN ASSETS OR DEBT
SOMETIMES CHANGES IN A FAMILY'S SAVINGS OR ASSETS ARE DUE TO PEOPLE JOINING OR LEAVING
THE FAMILY. WAS THERE ANYONE LIVING WITH YOU ^FLANDYOURHWP IN ^FLPWMONTHYEAR_FIN WHO DOESN'T LIVE WITH YOU NOW AND
WHO TOOK $5,000 OR MORE IN ASSETS OR DEBTS AWAY WITH THEM?
1 Yes, assets
2 Yes, debts
3 Both
5 NO
|
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If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 1 Yes, assets or HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 3 Both »
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MR084
HHMEM MOVE TAKING 5K IN ASSETS AMOUNT
ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
|
| |
|
|
|
| |
|
|
If HHMEM MOVE TAKING 5K IN ASSETS AMOUNT = 9999998 or HHMEM MOVE TAKING 5K IN ASSETS AMOUNT = 9999999 »
|
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MR085
HHMEM MOVE AMT ASSETS LOST - MIN
*
0..9999996
|
| |
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|
If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT != 5 NO and HHMEM MOVE TAKING 5K IN ASSETS OR DEBT was answered »
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If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 2 Yes, debts or HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 3 Both »
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MR088
HHMEM MOVE TAKING 5K IN DEBT AMOUNT
ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY?
» DO NOT PROBE DK/RF
AMOUNT:
0..9999996
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If HHMEM MOVE TAKING 5K IN DEBT AMOUNT = 9999998 or HHMEM MOVE TAKING 5K IN DEBT AMOUNT = 9999999 »
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MR089
VALUE OF DEBTS REMOVED - MIN
*
0..9999996
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MR092
ADDITION TO FAMILY WITH ASSETS OR DEBTS
IS THERE ANYONE IN YOUR FAMILY LIVING WITH YOU ^FLANDYOURHWP NOW WHO HAS JOINED THE FAMILY ^FLSINCEFINPW
AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?
1 Yes, assets
2 Yes, debts
3 Both
5 NO
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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 »
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MR093
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:
0..9999996
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If VALUE OF ASSETS ADDED TO HH = 9999998 or VALUE OF ASSETS ADDED TO HH = 9999999 »
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MR094
VALUE OF ASSETS ADDED TO HH - MIN
*
0..9999996
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If ADDITION TO FAMILY WITH ASSETS OR DEBTS != 5 NO and ADDITION TO FAMILY WITH ASSETS OR DEBTS was answered »
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If ADDITION TO FAMILY WITH ASSETS OR DEBTS = 2 Yes, debts or ADDITION TO FAMILY WITH ASSETS OR DEBTS = 3 Both »
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MR097
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:
0..9999996
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If VALUE OF DEBTS ADDED TO HH = 9999998 or VALUE OF DEBTS ADDED TO HH = 9999999 »
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MR098
VALUE OF DEBTS ADDED TO HH - MIN
*
0..9999996
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MR101
ASSIST SECTION R - ASSET CHANGE
» HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION R - ASSET CHANGE?
1 Never
2 A few times
3 Most or all of the time
4 The section was done by a proxy reporter
5 No questions were asked
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End of R. Asset change
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