R. Asset change

R. Asset change module of HRS 2012

Start of R. Asset change
 
If NZ024 = YES and MX007_R = FINANCIANR or MX007_R = FINANCIAL_FAMILYR »
 
   
 
If NZ079 = OWN or MH004 = OWN_ORBUYING or MH008 = OWNSALL or MH008 = OWNSPART or MH014 = OWNSBTHHOMEANDSITE or MH014 = OWNSONLYSITE or MH014 = OWNSONLYHOME or MH151 = YES »
 
     
   
NR002

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?
expand
     
   
If CHANGE IN FAM FINANCE - HOME BUY OR SELL = 1 Yes »
 
       
     
NR003

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)'
expand
       
     
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) »
 
         
       
NR006

YEAR R BOUGHT A HOME

IN WHAT YEAR DID YOU BUY A HOME?
YEAR:
MONTH: ^R005_
expand
         
       
If YEAR R BOUGHT A HOME >= 2004 »
 
           
         
NR005

MONTH R BOUGHT A HOME

(WHAT MONTH WAS THAT?)
YEAR: ^R006_
MONTH:
expand
           
       
NR007

R HOME PURCHASE PRICE

WHAT WAS THE PURCHASE PRICE?
» DO NOT PROBE DK/RF
AMOUNT:
expand
         
       
If R HOME PURCHASE PRICE = 99999998 or R HOME PURCHASE PRICE = 99999999 »
 
           
         
NR008

HOME PURCHASE PRICE - MIN

*
expand
           
       
NR012

YEAR R SOLD A HOME

IN WHAT YEAR DID YOU SELL A HOME?
YEAR:
MONTH: ^R011_
expand
         
       
If YEAR R SOLD A HOME >= 2004 »
 
           
         
NR011

MONTH R SOLD A HOME

(WHAT MONTH WAS THAT?)
YEAR: ^R012_YRSOLDHOME
MONTH:
expand
           
       
NR013

R HOME SELLING PRICE

WHAT WAS THE SELLING PRICE?
» DO NOT PROBE DK/RF
AMOUNT:
expand
         
       
If R HOME SELLING PRICE = 99999998 or R HOME SELLING PRICE = 99999999 »
 
           
         
NR014

HOME SELLING PRICE - MIN

*
expand
           
       
NR018

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_
expand
         
       
If YEAR R BOUGHT HOME JUST SOLD >= 2004 »
 
           
         
NR017

MONTH R BOUGHT HOME JUST SOLD

(WHAT MONTH WAS THAT?)
YEAR: ^R018_
MONTH:
expand
           
       
NR019

R PREVIOUS HOME PURCHASE PRICE

WHAT WAS THE PURCHASE PRICE?
» THIS REFERS TO THE HOME THAT THEY SOLD
»DO NOT PROBE DK/RF

AMOUNT:
expand
         
       
If R PREVIOUS HOME PURCHASE PRICE = 99999998 or R PREVIOUS HOME PURCHASE PRICE = 99999999 »
 
           
         
NR020

PREVIOUS HOME PURCHASE PRICE - MIN

*
expand
           
   
NR023

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
expand
     
   
If IF MAJOR IMPROVEMENTS - MAIN/SECOND HOME = 1 Yes »
 
       
     
NR024

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:
expand
       
     
If MAJOR HOME IMPROVEMENTS - AMOUNT = 9999998 or MAJOR HOME IMPROVEMENTS - AMOUNT = 9999999 »
 
         
       
NR025

IMPROVEMENT COST - MIN

*
expand
         
 
If NZ098 = YES or REAL ESTATE ASSET = YES or REAL ESTATE ASSET = VOLYESMORETHANONE »
 
     
   
NR028

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?
expand
     
   
If SOLD REAL ESTATE SINCE PREV IW != 1 Yes »
 
       
     
NR029

BOUGHT REAL ESTATE SINCE PREV IW

HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES ^FLSINCEFINPW?
expand
       
     
If BOUGHT REAL ESTATE SINCE PREV IW = 1 Yes »
 
         
       
NR030

REAL ESTATE PURCHASE PRICE

ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE?
» DO NOT PROBE DK/RF
AMOUNT:
expand
         
       
If REAL ESTATE PURCHASE PRICE = 9999998 or REAL ESTATE PURCHASE PRICE = 9999999 »
 
           
         
NR031

REAL ESTATE PURCHASE PRICE - MIN

*
expand
           
   
If SOLD REAL ESTATE SINCE PREV IW = 1 Yes »
 
       
     
NR034

BOUGHT REAL ESTATE SINCE LAST IW

DID YOU ^FLANDYOURHWP ALSO BUY ANY REAL ESTATE OF THIS SORT ^FLSINCEFINPW?
expand
       
     
If BOUGHT REAL ESTATE SINCE LAST IW != 1 Yes »
 
         
       
NR035

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:
expand
         
       
If VALUE REAL ESTATE SOLD = 9999998 or VALUE REAL ESTATE SOLD = 9999999 »
 
           
         
NR036

VALUE REAL ESTATE SOLD - MIN

*
expand
           
     
If BOUGHT REAL ESTATE SINCE LAST IW = 1 Yes »
 
         
       
NR039

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?
expand
         
       
If OVERALL REAL ESTATE VALUE = 1 Bought more than sold or OVERALL REAL ESTATE VALUE = 2 Bought less than sold »
 
           
         
NR040

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:
expand
           
         
If REAL ESTATE BUY MORE OR LESS THAN SOLD = 999998 or REAL ESTATE BUY MORE OR LESS THAN SOLD = 999999 »
 
             
           
NR041

REAL ESTATE BUY MORE OR LESS - MIN

*
expand
             
   
NR044

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
expand
     
   
If MAJOR HOME IMPROVEMENTS TO REAL ESTATES = 1 Yes »
 
       
     
NR045

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:
expand
       
     
If IMPROVEMENT COST TO REAL ESTATES = 9999998 or IMPROVEMENT COST TO REAL ESTATES = 9999999 »
 
         
       
NR046

IMPROVEMENT COST TO REAL ESTATES- MIN

*
expand
         
 
If NZ086 = YES or BUSINESS OR FARM ASSETS = YES or BUSINESS OR FARM ASSETS = VOLYESMORETHANONE »
 
     
   
NR049

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?
expand
     
   
If PERSONAL FUNDS PUT INTO BUSINESS = 1 Yes »
 
       
     
NR050

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:
expand
       
     
If PERSONAL FUNDS INTO BUSINESS AMOUNT = 9999998 or PERSONAL FUNDS INTO BUSINESS AMOUNT = 9999999 »
 
         
       
NR051

AMT PERSONAL FUNDS INTO BUSINESS - MIN

*
expand
         
   
NR054

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?
expand
     
   
If SELL ANY PART INTEREST IN PRIVATE BUS = 1 Yes »
 
       
     
NR055

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:
expand
       
     
If PRIVATE BUSINESS SELLING PRICE AMOUNT = 9999998 or PRIVATE BUSINESS SELLING PRICE AMOUNT = 9999999 »
 
         
       
NR051

AMT PERSONAL FUNDS INTO BUSINESS - MIN

*
expand
         
     
NR060

YEAR SOLD PRIVATE BUSINESS

IN WHAT YEAR DID YOU SELL THAT?
» MOST RECENT SALE, IF MORE THAN ONE
YEAR:
MONTH: ^R059_
expand
       
     
If YEAR SOLD PRIVATE BUSINESS >= 2004 »
 
         
       
NR059

MONTH SOLD PRIVATE BUSINESS

(WHAT MONTH WAS THAT?)
YEAR: ^R060_
MONTH:
expand
         
 
If NZ087 = YES or STOCK AND STOCK MUTUAL FUNDS = YES »
 
     
   
NR061

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?
expand
     
   
If IF BOUGHT STOCKS OR MUTUAL FUNDS = 1 Yes »
 
       
     
NR062

SELL OR CASH IN OTHER STOCKS

DID YOU ^FLORYOURHWP ALSO SELL OR CASH IN ANY SUCH ASSETS?
expand
       
     
NR063

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?
expand
       
     
If IF BOUGHT MORE OR SOLD MORE - STOCKS = 1 Put money in or IF BOUGHT MORE OR SOLD MORE - STOCKS = 2 Take money out »
 
         
       
NR064

AMOUNT MORE PUT IN OR TAKE OUT-STOCKS

ABOUT HOW MUCH MORE DID YOU ^FLPUTINTAKEOUT?
» DO NOT PROBE DK/RF
AMOUNT:
expand
         
       
If AMOUNT MORE PUT IN OR TAKE OUT-STOCKS = 9999998 or AMOUNT MORE PUT IN OR TAKE OUT-STOCKS = 9999999 »
 
           
         
NR065

AMT GAIN LOSS STOCK - MIN

*
expand
           
   
Else
 
       
     
NR068

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:
expand
       
     
If TOTAL AMOUNT PUT INTO STOCK = 9999998 or TOTAL AMOUNT PUT INTO STOCK = 9999999 »
 
         
       
NR069

AMT INTO AUTO REINVESTMENT - MIN

*
expand
         
     
NR072

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?
expand
       
     
If SOLD PUBLIC STOCKS OR W-DRAW MUT FUNDS = 1 Yes »
 
         
       
NR073

AMOUNT SOLD PUBLIC STOCKS

ALTOGETHER, HOW MUCH MONEY DID YOU ^FLORYOURHWP GET FROM THAT?
» DO NOT PROBE DK/RF
AMOUNT:
expand
         
       
If AMOUNT SOLD PUBLIC STOCKS = 999998 or AMOUNT SOLD PUBLIC STOCKS = 999999 »
 
           
         
NR074

AMT SOLD PUBLIC STOCKS - MIN

*
expand
           
 
If NZ079 = OWN and MH016 was assigned an EMPTY value and MH020 was assigned an EMPTY value and MH166 was assigned an EMPTY value »
 
     
   
If CHANGE IN FAM FINANCE - HOME BUY OR SELL = 5 No »
 
       
     
NR077

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?
expand
       
     
If PREV WAVE HOUSE FOLLOW-UP BAD RECORD = 1 Gave to someone »
 
         
       
NR079M

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
expand
         
       
If WHO R GAVE HOUSE RELATIONSHIP = 2 Child/child-in-law/grandchild »
 
           
         
NR080M

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?
           
   
If ONLY HOME BUY OR SELL OR BOTH = 2 Only sold »
 
       
     
NR081

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?
expand
       
 
If MA102 != 0 »
 
     
   
NR083

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?
expand
     
   
If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 1 Yes, assets or HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 3 Both »
 
       
     
NR084

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:
expand
       
     
If HHMEM MOVE TAKING 5K IN ASSETS AMOUNT = 9999998 or HHMEM MOVE TAKING 5K IN ASSETS AMOUNT = 9999999 »
 
         
       
NR085

HHMEM MOVE AMT ASSETS LOST - MIN

*
expand
         
   
If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT != 5 No and HHMEM MOVE TAKING 5K IN ASSETS OR DEBT was answered »
 
       
     
If HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 2 Yes, debts or HHMEM MOVE TAKING 5K IN ASSETS OR DEBT = 3 Both »
 
         
       
NR088

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:
expand
         
       
If HHMEM MOVE TAKING 5K IN DEBT AMOUNT = 9999998 or HHMEM MOVE TAKING 5K IN DEBT AMOUNT = 9999999 »
 
           
         
NR089

VALUE OF DEBTS REMOVED - MIN

*
expand
           
   
NR092

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?
expand
     
   
If ADDITION TO FAMILY WITH ASSETS OR DEBTS = 1 Yes, assets or ADDITION TO FAMILY WITH ASSETS OR DEBTS = 3 Both »
 
       
     
NR093

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:
expand
       
     
If VALUE OF ASSETS ADDED TO HH = 9999998 or VALUE OF ASSETS ADDED TO HH = 9999999 »
 
         
       
NR094

VALUE OF ASSETS ADDED TO HH - MIN

*
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 »
 
         
       
NR097

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 or VALUE OF DEBTS ADDED TO HH = 9999999 »
 
           
         
NR098

VALUE OF DEBTS ADDED TO HH - MIN

*
expand
           
 
NR101

ASSIST SECTION R - ASSET CHANGE

» HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION R - ASSET CHANGE?
expand
   
End of R. Asset change