K. Assets

K. Assets module of AHEAD 1993

item label type description
K0 Question Savings and investments are another important part of family finances. In these next questions, we are going to be asking separately about a number of different kinds of savings or investments you may have.
V1720 Question Do you (or your (husband/wife/partner)) have any real estate (other than your main home), such as land, a second home, rental real estate, a partnership, or money owed to you on a land contract or mortgage?
V1721 Question If you sold all that and then paid off any debts on it, about how much would you get? [IWER: DO NOT PROBE DK/RF]
V1722 Question Would it amount to $50,000 or more?
V1723 Question $150,000 or more?
V1724 Question $5,000 or more?
V1725 Question What about the value of what you (or your (husband/wife/partner)) own for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane - what are they worth altogether, minus anything you still owe on them? [IWER: DO NOT PROBE DK/RF]
V1726 Question Would it amount to $10,000 or more?
V1727 Question $25,000 or more?
V1728 Question $2,000 or more?
V1729 Question Do you (or your (husband/wife/partner)) own part or all of a business?
V1730 Question If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? [IWER: DO NOT PROBE DK/RF]
V1731 Question Would it amount to $50,000 or more?
V1732 Question $500,000 or more?
V1733 Question $10,000 or more?
V1734 Question Do you (or your (husband/wife/partner)) have any Individual Retirement Accounts, that is, IRA or Keogh accounts?
V1735 Question About how much in total is in all those accounts? [IWER: DO NOT PROBE DK/RF]
V1736 Question Would it amount to $25,000 or more?
V1737 Question $50,000 or more?
V1738 Question $100,000 or more?
V1739 Question $5,000 or more?
V1740 Question Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what?
V1741 Question Did you tell me about that income earlier in this interview?
V1742 Question How much do you receive from these accounts each month?
V1743 Question (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any shares of stock in publicly held corporations, or mutual funds?
V1744 Question If you sold all that and then paid off anything you owed on it, how much would you have? [IWER: DO NOT PROBE DK/RF]
V1745 Question Would it amount to $25,000 or more?
V1746 Question $100,000 or more?
V1747 Question $500,000 or more?
V1748 Question $5,000 or more?
V1749 Question (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in checking or savings accounts, or money market funds?
V1750 Question If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]
V1751 Question Would they amount to $5,000 or more?
V1752 Question $10,000 or more?
V1753 Question $50,000 or more?
V1754 Question $1,000 or more?
V1755 Question (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in certificates of deposit, government savings bonds, or Treasury bills?
V1756 Question If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]
V1757 Question Would they amount to $5,000 or more?
V1758 Question $10,000 or more?
V1762 Question If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? [IWER: DO NOT PROBE DK/RF]
V1763 Question Would it amount to $25,000 or more?
V1764 Question $100,000 or more?
V1765 Question $500,000 or more?
V1766 Question $5,000 or more?
V1767 Question Not counting any money or assets that you may have given to children or others, did you (and your (husband/wife/partner)) use up any of your investments or savings during (1992/1993) to pay for expenses?
V1768 Question About how much did you use up?
V1769 Question PER
V1770 Question Was that for general living expenses or for some particular expenses?
V1771 Question What was that?
V1772 Question Did you use some of your income to add to your savings or investments in (1992/1993)?
V1773 Question About how much was that?
V1774 Question PER
V1775 Question Have you (or your (husband/wife/partner)) put any of your assets into a trust?
V1776A1-A3 Question Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? [IWER: CHOOSE ALL THAT APPLY]
K19b Question (Which child is that?) [IWER: CHOOSE ALL THAT APPLY] IF GRANDCHILD:Which child of yours (and your (husband/wife/partner)) is the parent of that grandchild? CHILD NAME(S) [DISPLAYED BY CATI FROM PREVIOUS RESPONSES]
V1778 Question What about the value of the trusts? If you sold all the assets held in trust(s), about how much would you have?
V1779 Question Have you already told me about any or all of the assets that you have placed in this trust?
V1780 Question Consider just the assets in the trust you did NOT tell me about earlier; if you sold just those assets, about how much would you have?
V1782 Question Do you (or your (husband/wife/partner)) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or an annuity that you haven't already told me about? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES]
V1783 Question If you sold all that and then paid off any debts on it, about how much could you have? [IWER: DO NOT PROBE DK/RF]
V1784 Question Would it amount to $10,000 or more?
V1785 Question $25,000 or more?
V1786 Question $2,000 or more?
V1787 Question And do you (or your (husband/wife/partner)) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth?
V1788 Question About how much would that amount to? [IWER: DO NOT PROBE DK/RF]
V1789 Question Would it amount to $10,000 or more?
V1790 Question $25,000 or more?
V1791 Question $2,000 or more?
V1792 Question People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, inheritance, or as a gift. In the past two years did you (or your (husband/wife/partner)) receive a lump sum of money or property worth $500 or more that you have not already told me about?
K37-1 Question What was the largest lump sum from - was it insurance, a pension, an inheritance or something else?
K38-1 Question About what month and year was that?
K39-1 Question About how much was that from the (insurance/pension/inheritance)? [IWER: DO NOT PROBE DK/RF]
K40-1 Question Was it more than $30,000?
K41-1 Question Did you (and your (husband/wife/partner)) have any other large lump sum payments in the last two years?
K37-2 Question What was the next largest lump sum from --was it insurance, a pension, an inheritance or something else?
K38-2 Question About what month and year was that?
K39-2 Question About how much was that from the (insurance/pension/inheritance)? [IWER: DO NOT PROBE DK/RF]
K40-2 Question Was it more than $30,000?
K41-2 Question Did you (and your (husband/wife/partner)) have any other large lump sum payments in the last two years?
K37-3 Question What was the next largest lump sum from --was it insurance, a pension, an inheritance or something else?
K38-3 Question About what month and year was that?
K39-3 Question About how much was that from the (insurance/pension/inheritance)? [IWER: DO NOT PROBE DK/RF]
K40-3 Question Was it more than $30,000?
V1813 Question Looking ahead to two years from now, do you think you (and your (husband/ wife/ partner)) will be financially better off, about the same, or worse off?
V1759 Question $50,000 or more?
v1760 Question $1,000 or more?
V1761 Question (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any corporate, municipal, government, or foreign bonds, or any bond funds?
Start of K. Assets
 
If NOT "NON-FINANCIAL R" »
 
   
 
K0

Savings and investments are another important part of family finances. In these next questions, we are going to be asking separately about a number of different kinds of savings or investments you may have.

SAVINGS AND INVESTMENTS ARE ANOTHER IMPORTANT PART OF FAMILY FINANCES. IN THESE NEXT QUESTIONS, WE ARE GOING TO BE ASKING SEPARATELY ABOUT A NUMBER OF DIFFERENT KINDS OF SAVINGS OR INVESTMENTS YOU MAY HAVE.
   
 
V1720

Do you (or your (husband/wife/partner)) have any real estate (other than your main home), such as land, a second home, rental real estate, a partnership, or money owed to you on a land contract or mortgage?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY REAL ESTATE (OTHER THAN YOUR MAIN HOME), SUCH AS LAND, A SECOND HOME, RENTAL REAL ESTATE, A PARTNERSHIP, OR MONEY OWED TO YOU ON A LAND CONTRACT OR MORTGAGE?
expand
   
 
If Do you (or your (husband/wife/partner)) have any real estate (other than your main home), such as land, a second home, rental real estate, a partnership, or money owed to you on a land contract or mortgage? = 1 YES  »
 
     
   
V1721

If you sold all that and then paid off any debts on it, about how much would you get? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH WOULD YOU GET? [IWER: DO NOT PROBE DK/RF]
     
   
If If you sold all that and then paid off any debts on it, about how much would you get? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1722

Would it amount to $50,000 or more?

WOULD IT AMOUNT TO $50,000 OR MORE?
expand
       
     
If Would it amount to $50,000 or more? = 1 YES »
 
         
       
V1723

$150,000 or more?

$150,000 OR MORE?
expand
         
     
Else If Would it amount to $50,000 or more? = 5 NO  »
 
         
       
V1724

$5,000 or more?

$5,000 OR MORE?
expand
         
 
V1725

What about the value of what you (or your (husband/wife/partner)) own for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane - what are they worth altogether, minus anything you still owe on them? [IWER: DO NOT PROBE DK/RF]

WHAT ABOUT THE VALUE OF WHAT YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) OWN FOR TRANSPORTATION, LIKE CARS, TRUCKS, A TRAILER, A MOTOR HOME, A BOAT, OR AN AIRPLANE - WHAT ARE THEY WORTH ALTOGETHER, MINUS ANYTHING YOU STILL OWE ON THEM?
[IWER: DO NOT PROBE DK/RF]
   
 
If What about the value of what you (or your (husband/wife/partner)) own for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane - what are they worth altogether, minus anything you still owe on them? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
     
   
V1726

Would it amount to $10,000 or more?

WOULD IT AMOUNT TO $10,000 OR MORE?
expand
     
   
If Would it amount to $10,000 or more? = 1 YES  »
 
       
     
V1727

$25,000 or more?

$25,000 OR MORE?
expand
       
   
Else If Would it amount to $10,000 or more? = 5 NO »
 
       
     
V1728

$2,000 or more?

$2,000 OR MORE?
expand
       
 
V1729

Do you (or your (husband/wife/partner)) own part or all of a business?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) OWN PART OR ALL OF A BUSINESS?
expand
   
 
If Do you (or your (husband/wife/partner)) own part or all of a business? = (1 or 2) »
 
     
   
V1730

If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD (ALL OF) THE (BUSINESS/BUSINESSES) AND THEN PAID OFF ANY DEBTS ON (IT/THEM), ABOUT HOW MUCH WOULD YOU GET? [IWER: DO NOT PROBE DK/RF]
     
   
If If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1731

Would it amount to $50,000 or more?

WOULD IT AMOUNT TO $50,000 OR MORE?
expand
       
     
If Would it amount to $50,000 or more? = 1 YES  »
 
         
       
V1732

$500,000 or more?

$500,000 OR MORE?
expand
         
     
Else If Would it amount to $50,000 or more? = 5 NO  »
 
         
       
V1733

$10,000 or more?

$10,000 OR MORE?
expand
         
 
V1734

Do you (or your (husband/wife/partner)) have any Individual Retirement Accounts, that is, IRA or Keogh accounts?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY INDIVIDUAL RETIREMENT ACCOUNTS, THAT IS, IRA OR KEOGH ACCOUNTS?
expand
   
 
If Do you (or your (husband/wife/partner)) have any Individual Retirement Accounts, that is, IRA or Keogh accounts? = 1 YES  »
 
     
   
V1735

About how much in total is in all those accounts? [IWER: DO NOT PROBE DK/RF]

ABOUT HOW MUCH IN TOTAL IS IN ALL THOSE ACCOUNTS?
[IWER: DO NOT PROBE DK/RF]
     
   
If About how much in total is in all those accounts? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1736

Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
expand
       
     
If Would it amount to $25,000 or more? = 1 YES  »
 
         
       
V1737

$50,000 or more?

$50,000 OR MORE?
expand
         
       
If $50,000 or more? = 1 YES  »
 
           
         
V1738

$100,000 or more?

$100,000 OR MORE?
expand
           
     
Else If Would it amount to $25,000 or more? = 5 NO  »
 
         
       
V1739

$5,000 or more?

$5,000 OR MORE?
expand
         
   
V1740

Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what?

DO YOU GET REGULAR MONTHLY PAYMENTS FROM THESE ACCOUNTS, DO YOU DRAW ON THEM WHEN YOU NEED MONEY, OR WHAT?
expand
     
   
If Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what? = (1 or 3 or 4 or 7) »
 
       
     
V1741

Did you tell me about that income earlier in this interview?

DID YOU TELL ME ABOUT THAT INCOME EARLIER IN THIS INTERVIEW?
expand
       
     
If Did you tell me about that income earlier in this interview? != 1 YES »
 
         
       
V1742

How much do you receive from these accounts each month?

HOW MUCH DO YOU RECEIVE FROM THESE ACCOUNTS EACH MONTH?
         
 
V1743

(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any shares of stock in publicly held corporations, or mutual funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY SHARES OF STOCK IN PUBLICLY HELD CORPORATIONS, OR MUTUAL FUNDS?
expand
   
 
If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any shares of stock in publicly held corporations, or mutual funds? = 1 YES  »
 
     
   
V1744

If you sold all that and then paid off anything you owed on it, how much would you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANYTHING YOU OWED ON IT, HOW MUCH WOULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]
     
   
If If you sold all that and then paid off anything you owed on it, how much would you have? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1745

Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
expand
       
     
If Would it amount to $25,000 or more? = 1 YES  »
 
         
       
V1746

$100,000 or more?

$100,000 OR MORE?
expand
         
       
If $100,000 or more? = 1 YES  »
 
           
         
V1747

$500,000 or more?

$500,000 OR MORE?
expand
           
     
Else If Would it amount to $25,000 or more? = 5 NO  »
 
         
       
K11D
         
 
V1749

(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in checking or savings accounts, or money market funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY MONEY IN CHECKING OR SAVINGS ACCOUNTS, OR MONEY MARKET FUNDS?
expand
   
 
If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in checking or savings accounts, or money market funds? = 1 YES  »
 
     
   
V1750

If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]

IF YOU ADDED UP ALL SUCH ACCOUNTS, ABOUT HOW MUCH WOULD THEY AMOUNT TO RIGHT NOW?
[IWER: DO NOT PROBE DK/RF]
     
   
If If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1751

Would they amount to $5,000 or more?

WOULD THEY AMOUNT TO $5,000 OR MORE?
expand
       
     
If Would they amount to $5,000 or more? = 1 YES  »
 
         
       
V1752

$10,000 or more?

$10,000 OR MORE?
expand
         
       
If $10,000 or more? = 1 YES  »
 
           
         
V1753

$50,000 or more?

$50,000 OR MORE?
expand
           
     
Else If Would they amount to $5,000 or more? = 5 NO  »
 
         
       
V1754

$1,000 or more?

$1,000 OR MORE?
expand
         
 
V1755

(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in certificates of deposit, government savings bonds, or Treasury bills?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY MONEY IN CERTIFICATES OF DEPOSIT, GOVERNMENT SAVINGS BONDS, OR TREASURY BILLS?
expand
   
 
If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in certificates of deposit, government savings bonds, or Treasury bills? = 1 YES  »
 
     
   
V1756

If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]

IF YOU ADDED UP ALL SUCH ACCOUNTS, ABOUT HOW MUCH WOULD THEY AMOUNT TO RIGHT NOW? [IWER: DO NOT PROBE DK/RF]

     
   
If If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1757

Would they amount to $5,000 or more?

WOULD THEY AMOUNT TO $5,000 OR MORE?
expand
       
     
If Would they amount to $5,000 or more? = 1 YES »
 
         
       
V1758

$10,000 or more?

$10,000 OR MORE?
expand
         
       
If $10,000 or more? = 1 YES  »
 
           
         
V1759

$50,000 or more?

$50,000 OR MORE?
expand
           
     
Else If Would they amount to $5,000 or more? = 5 NO  »
 
         
       
V1760

$1,000 or more?

$1,000 OR MORE?
expand
         
 
V1761

(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any corporate, municipal, government, or foreign bonds, or any bond funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY CORPORATE, MUNICIPAL, GOVERNMENT, OR FOREIGN BONDS, OR ANY BOND FUNDS?
expand
   
 
If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any corporate, municipal, government, or foreign bonds, or any bond funds? = 1 YES  »
 
     
   
V1762

If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THOSE BONDS OR BOND FUNDS AND PAID OFF ANYTHING YOU OWED ON THEM, HOW MUCH WOULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]
     
   
If If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1763

Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
expand
       
     
If Would it amount to $25,000 or more? = 1 YES  »
 
         
       
V1764

$100,000 or more?

$100,000 OR MORE?
expand
         
       
If $100,000 or more? = 1 YES  »
 
           
         
V1765

$500,000 or more?

$500,000 OR MORE?
expand
           
     
Else If Would it amount to $25,000 or more? = 5 NO  »
 
         
       
V1766

$5,000 or more?

$5,000 OR MORE?
expand
         
 
V1767

Not counting any money or assets that you may have given to children or others, did you (and your (husband/wife/partner)) use up any of your investments or savings during (1992/1993) to pay for expenses?

NOT COUNTING ANY MONEY OR ASSETS THAT YOU MAY HAVE GIVEN TO CHILDREN OR OTHERS, DID YOU (AND YOUR (HUSBAND/WIFE/PARTNER)) USE UP ANY OF YOUR INVESTMENTS OR SAVINGS DURING (1992/1993) TO PAY FOR EXPENSES?
expand
   
 
If Not counting any money or assets that you may have given to children or others, did you (and your (husband/wife/partner)) use up any of your investments or savings during (1992/1993) to pay for expenses? = 1 YES  »
 
     
   
V1768

About how much did you use up?

ABOUT HOW MUCH DID YOU USE UP?
     
   
If About how much did you use up? != (DK or RF) »
 
       
     
V1769

PER

PER
expand
       
   
V1770

Was that for general living expenses or for some particular expenses?

WAS THAT FOR GENERAL LIVING EXPENSES OR FOR SOME PARTICULAR EXPENSES?
expand
     
   
If Was that for general living expenses or for some particular expenses? = 2 PARTICULAR  »
 
       
     
V1771

What was that?

WHAT WAS THAT?
       
 
V1772

Did you use some of your income to add to your savings or investments in (1992/1993)?

DID YOU USE SOME OF YOUR INCOME TO ADD TO YOUR SAVINGS OR INVESTMENTS IN (1992/1993)?
expand
   
 
If Did you use some of your income to add to your savings or investments in (1992/1993)? = 1 YES  »
 
     
   
V1773

About how much was that?

ABOUT HOW MUCH WAS THAT?
     
   
If About how much was that? != (DK or RF) »
 
       
     
V1774

PER

PER
expand
       
 
V1775

Have you (or your (husband/wife/partner)) put any of your assets into a trust?

HAVE YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) PUT ANY OF YOUR ASSETS INTO A TRUST?
expand
   
 
If Have you (or your (husband/wife/partner)) put any of your assets into a trust? = 1 YES  »
 
     
   
V1776A1-A3

Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? [IWER: CHOOSE ALL THAT APPLY]

WHO RECEIVES, OR WILL RECEIVE THE BENEFITS OF THE ASSETS YOU'VE PUT INTO TRUST, THAT IS, WHAT IS THEIR RELATIONSHIP TO YOU? [IWER: CHOOSE ALL THAT APPLY]
expand
     
   
If Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? [IWER: CHOOSE ALL THAT APPLY] = 2 CHILD/CHILD-IN-LAW/GRANDCHILD 1.SPOUSE »
 
       
     
V1777A1-A3
       
   
V1778

What about the value of the trusts? If you sold all the assets held in trust(s), about how much would you have?

WHAT ABOUT THE VALUE OF THE TRUSTS? IF YOU SOLD ALL THE ASSETS HELD IN TRUST(S), ABOUT HOW MUCH WOULD YOU HAVE?
     
   
V1779

Have you already told me about any or all of the assets that you have placed in this trust?

HAVE YOU ALREADY TOLD ME ABOUT ANY OR ALL OF THE ASSETS THAT YOU HAVE PLACED IN THIS TRUST?
expand
     
   
If Have you already told me about any or all of the assets that you have placed in this trust? = 2 YES, PART  »
 
       
     
V1780

Consider just the assets in the trust you did NOT tell me about earlier; if you sold just those assets, about how much would you have?

CONSIDER JUST THE ASSETS IN THE TRUST YOU DID NOT TELL ME ABOUT EARLIER; IF YOU SOLD JUST THOSE ASSETS, ABOUT HOW MUCH WOULD YOU HAVE?
       
 
V1782

Do you (or your (husband/wife/partner)) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or an annuity that you haven't already told me about? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES]

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY OTHER SAVINGS OR ASSETS, SUCH AS JEWELRY, MONEY OWED TO YOU BY OTHERS, A COLLECTION FOR INVESTMENT PURPOSES, OR AN ANNUITY THAT YOU HAVEN'T ALREADY TOLD ME ABOUT? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES]
expand
   
 
If Do you (or your (husband/wife/partner)) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or an annuity that you haven't already told me about? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES] = 1 YES  »
 
     
   
V1783

If you sold all that and then paid off any debts on it, about how much could you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH COULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]
     
   
If If you sold all that and then paid off any debts on it, about how much could you have? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1784

Would it amount to $10,000 or more?

WOULD IT AMOUNT TO $10,000 OR MORE?
expand
       
     
If Would it amount to $10,000 or more? = 1 YES  »
 
         
       
V1785

$25,000 or more?

$25,000 OR MORE?
expand
         
     
Else If Would it amount to $10,000 or more? = 5 NO  »
 
         
       
V1786

$2,000 or more?

$2,000 OR MORE?
expand
         
 
V1787

And do you (or your (husband/wife/partner)) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth?

AND DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY DEBTS THAT WE HAVEN'T ASKED ABOUT, SUCH AS CREDIT CARD BALANCES, MEDICAL DEBTS, LIFE INSURANCE POLICY LOANS, LOANS FROM RELATIVES, AND SO FORTH?
expand
   
 
If And do you (or your (husband/wife/partner)) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth? = 1 YES  »
 
     
   
V1788

About how much would that amount to? [IWER: DO NOT PROBE DK/RF]

ABOUT HOW MUCH WOULD THAT AMOUNT TO?
[IWER: DO NOT PROBE DK/RF]
     
   
If About how much would that amount to? [IWER: DO NOT PROBE DK/RF] = (DK or RF) »
 
       
     
V1788A
       
     
If V1788A = 1 »
 
         
       
V1788B
         
     
Else If V1788A = 5 »
 
         
       
V1788C
         
 
V1792

People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, inheritance, or as a gift. In the past two years did you (or your (husband/wife/partner)) receive a lump sum of money or property worth $500 or more that you have not already told me about?

PEOPLE SOMETIMES RECEIVE PROPERTY OR LUMP SUM PAYMENTS OF MONEY FROM SUCH THINGS AS PENSION SETTLEMENTS, INSURANCE SETTLEMENTS, INHERITANCE, OR AS A GIFT. IN THE PAST TWO YEARS DID YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) RECEIVE A LUMP SUM OF MONEY OR PROPERTY WORTH $500 OR MORE THAT YOU HAVE NOT ALREADY TOLD ME ABOUT?
expand
   
 
If People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, inheritance, or as a gift. In the past two years did you (or your (husband/wife/partner)) receive a lump sum of money or property worth $500 or more that you have not already told me about? = 1 YES  »
 
     
   
V1793-1
     
   
V1794-1
     
   
V1802-1
     
   
If V1802-1 = (DK or RF) »
 
       
     
K40-1

Was it more than $30,000?

WAS IT MORE THAN $30,000?
expand
       
   
V1798-1
     
   
If V1798-1 = 1 »
 
       
     
V1793-2
       
     
V1794-2
       
     
V1802-2
       
     
If V1802-2 = (DK or RF) »
 
         
       
K40-2

Was it more than $30,000?

WAS IT MORE THAN $30,000?
expand
         
     
V1798-2
       
     
If V1798-2 = 1 »
 
         
       
V1793-3
         
       
V1794-3
         
       
V1802-3
         
       
If V1802-3 = (DK or RF) »
 
           
         
K40-3

Was it more than $30,000?

WAS IT MORE THAN $30,000?
expand
           
 
K42
   
End of K. Assets
Start of K. Assets

If NOT "NON-FINANCIAL R" »

|  ========================================================================
K0
Savings and investments are another important part of family finances. In these next questions, we are going to be asking separately about a number of different kinds of savings or investments you may have.

SAVINGS AND INVESTMENTS ARE ANOTHER IMPORTANT PART OF FAMILY FINANCES. IN THESE NEXT QUESTIONS, WE ARE GOING TO BE ASKING SEPARATELY ABOUT A NUMBER OF DIFFERENT KINDS OF SAVINGS OR INVESTMENTS YOU MAY HAVE.

|  ========================================================================
V1720
Do you (or your (husband/wife/partner)) have any real estate (other than your main home), such as land, a second home, rental real estate, a partnership, or money owed to you on a land contract or mortgage?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY REAL ESTATE (OTHER THAN YOUR MAIN HOME), SUCH AS LAND, A SECOND HOME, RENTAL REAL ESTATE, A PARTNERSHIP, OR MONEY OWED TO YOU ON A LAND CONTRACT OR MORTGAGE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If Do you (or your (husband/wife/partner)) have any real estate (other than your main home), such as land, a second home, rental real estate, a partnership, or money owed to you on a land contract or mortgage? (V1720) = 1 YES  »

| |  ========================================================================
| | 
V1721
If you sold all that and then paid off any debts on it, about how much would you get? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH WOULD YOU GET? [IWER: DO NOT PROBE DK/RF]

| |  If If you sold all that and then paid off any debts on it, about how much would you get? [IWER: DO NOT PROBE DK/RF] (V1721) = (DK or RF) »

| | |  ========================================================================
| | | 
V1722
Would it amount to $50,000 or more?

WOULD IT AMOUNT TO $50,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $50,000 or more? (V1722) = 1 YES »

| | | |  ========================================================================
| | | | 
V1723
$150,000 or more?

$150,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $50,000 or more? (V1722) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1724
$5,000 or more?

$5,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1725
What about the value of what you (or your (husband/wife/partner)) own for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane - what are they worth altogether, minus anything you still owe on them? [IWER: DO NOT PROBE DK/RF]

WHAT ABOUT THE VALUE OF WHAT YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) OWN FOR TRANSPORTATION, LIKE CARS, TRUCKS, A TRAILER, A MOTOR HOME, A BOAT, OR AN AIRPLANE - WHAT ARE THEY WORTH ALTOGETHER, MINUS ANYTHING YOU STILL OWE ON THEM?
[IWER: DO NOT PROBE DK/RF]

If What about the value of what you (or your (husband/wife/partner)) own for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane - what are they worth altogether, minus anything you still owe on them? [IWER: DO NOT PROBE DK/RF] (V1725) = (DK or RF) »

| |  ========================================================================
| | 
V1726
Would it amount to $10,000 or more?

WOULD IT AMOUNT TO $10,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| |  If Would it amount to $10,000 or more? (V1726) = 1 YES  »

| | |  ========================================================================
| | | 
V1727
$25,000 or more?

$25,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| |  Else If Would it amount to $10,000 or more? (V1726) = 5 NO »

| | |  ========================================================================
| | | 
V1728
$2,000 or more?

$2,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1729
Do you (or your (husband/wife/partner)) own part or all of a business?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) OWN PART OR ALL OF A BUSINESS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
2 YES, MORE THAN ONE
5 NO
8 DK
9 RF


If Do you (or your (husband/wife/partner)) own part or all of a business? (V1729) = (1 or 2) »

| |  ========================================================================
| | 
V1730
If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD (ALL OF) THE (BUSINESS/BUSINESSES) AND THEN PAID OFF ANY DEBTS ON (IT/THEM), ABOUT HOW MUCH WOULD YOU GET? [IWER: DO NOT PROBE DK/RF]

| |  If If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? [IWER: DO NOT PROBE DK/RF] (V1730) = (DK or RF) »

| | |  ========================================================================
| | | 
V1731
Would it amount to $50,000 or more?

WOULD IT AMOUNT TO $50,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $50,000 or more? (V1731) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1732
$500,000 or more?

$500,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $50,000 or more? (V1731) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1733
$10,000 or more?

$10,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1734
Do you (or your (husband/wife/partner)) have any Individual Retirement Accounts, that is, IRA or Keogh accounts?

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY INDIVIDUAL RETIREMENT ACCOUNTS, THAT IS, IRA OR KEOGH ACCOUNTS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If Do you (or your (husband/wife/partner)) have any Individual Retirement Accounts, that is, IRA or Keogh accounts? (V1734) = 1 YES  »

| |  ========================================================================
| | 
V1735
About how much in total is in all those accounts? [IWER: DO NOT PROBE DK/RF]

ABOUT HOW MUCH IN TOTAL IS IN ALL THOSE ACCOUNTS?
[IWER: DO NOT PROBE DK/RF]

| |  If About how much in total is in all those accounts? [IWER: DO NOT PROBE DK/RF] (V1735) = (DK or RF) »

| | |  ========================================================================
| | | 
V1736
Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $25,000 or more? (V1736) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1737
$50,000 or more?

$50,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | | |  If $50,000 or more? (V1737) = 1 YES  »

| | | | |  ========================================================================
| | | | | 
V1738
$100,000 or more?

$100,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $25,000 or more? (V1736) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1739
$5,000 or more?

$5,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| |  ========================================================================
| | 
V1740
Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what?

DO YOU GET REGULAR MONTHLY PAYMENTS FROM THESE ACCOUNTS, DO YOU DRAW ON THEM WHEN YOU NEED MONEY, OR WHAT?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 REGULAR
3 BOTH
4 TAKE MINIMUM ALLOWED
7 OTHER (SPECIFY) __________
2 DRAW AS NEEDED
5 GET NOTHING FROM THEM
8 DK
9 RF


| |  If Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what? (V1740) = (1 or 3 or 4 or 7) »

| | |  ========================================================================
| | | 
V1741
Did you tell me about that income earlier in this interview?

DID YOU TELL ME ABOUT THAT INCOME EARLIER IN THIS INTERVIEW?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Did you tell me about that income earlier in this interview? (V1741) != 1 YES »

| | | |  ========================================================================
| | | | 
V1742
How much do you receive from these accounts each month?

HOW MUCH DO YOU RECEIVE FROM THESE ACCOUNTS EACH MONTH?

|  ========================================================================
V1743
(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any shares of stock in publicly held corporations, or mutual funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY SHARES OF STOCK IN PUBLICLY HELD CORPORATIONS, OR MUTUAL FUNDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any shares of stock in publicly held corporations, or mutual funds? (V1743) = 1 YES  »

| |  ========================================================================
| | 
V1744
If you sold all that and then paid off anything you owed on it, how much would you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANYTHING YOU OWED ON IT, HOW MUCH WOULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]

| |  If If you sold all that and then paid off anything you owed on it, how much would you have? [IWER: DO NOT PROBE DK/RF] (V1744) = (DK or RF) »

| | |  ========================================================================
| | | 
V1745
Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $25,000 or more? (V1745) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1746
$100,000 or more?

$100,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | | |  If $100,000 or more? (V1746) = 1 YES  »

| | | | |  ========================================================================
| | | | | 
V1747
$500,000 or more?

$500,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $25,000 or more? (V1745) = 5 NO  »

| | | |  ========================================================================
| | | | 
K11D
K11D

|  ========================================================================
V1749
(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in checking or savings accounts, or money market funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY MONEY IN CHECKING OR SAVINGS ACCOUNTS, OR MONEY MARKET FUNDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in checking or savings accounts, or money market funds? (V1749) = 1 YES  »

| |  ========================================================================
| | 
V1750
If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]

IF YOU ADDED UP ALL SUCH ACCOUNTS, ABOUT HOW MUCH WOULD THEY AMOUNT TO RIGHT NOW?
[IWER: DO NOT PROBE DK/RF]

| |  If If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF] (V1750) = (DK or RF) »

| | |  ========================================================================
| | | 
V1751
Would they amount to $5,000 or more?

WOULD THEY AMOUNT TO $5,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would they amount to $5,000 or more? (V1751) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1752
$10,000 or more?

$10,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | | |  If $10,000 or more? (V1752) = 1 YES  »

| | | | |  ========================================================================
| | | | | 
V1753
$50,000 or more?

$50,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would they amount to $5,000 or more? (V1751) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1754
$1,000 or more?

$1,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1755
(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in certificates of deposit, government savings bonds, or Treasury bills?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY MONEY IN CERTIFICATES OF DEPOSIT, GOVERNMENT SAVINGS BONDS, OR TREASURY BILLS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any money in certificates of deposit, government savings bonds, or Treasury bills? (V1755) = 1 YES  »

| |  ========================================================================
| | 
V1756
If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF]

IF YOU ADDED UP ALL SUCH ACCOUNTS, ABOUT HOW MUCH WOULD THEY AMOUNT TO RIGHT NOW? [IWER: DO NOT PROBE DK/RF]


| |  If If you added up all such accounts, about how much would they amount to right now? [IWER: DO NOT PROBE DK/RF] (V1756) = (DK or RF) »

| | |  ========================================================================
| | | 
V1757
Would they amount to $5,000 or more?

WOULD THEY AMOUNT TO $5,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would they amount to $5,000 or more? (V1757) = 1 YES »

| | | |  ========================================================================
| | | | 
V1758
$10,000 or more?

$10,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | | |  If $10,000 or more? (V1758) = 1 YES  »

| | | | |  ========================================================================
| | | | | 
V1759
$50,000 or more?

$50,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF

| | |  Else If Would they amount to $5,000 or more? (V1757) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1760
$1,000 or more?

$1,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF

|  ========================================================================
V1761
(Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any corporate, municipal, government, or foreign bonds, or any bond funds?

(ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT,) DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY CORPORATE, MUNICIPAL, GOVERNMENT, OR FOREIGN BONDS, OR ANY BOND FUNDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If (Aside from anything you have already told me about,) Do you (or your (husband/wife/partner)) have any corporate, municipal, government, or foreign bonds, or any bond funds? (V1761) = 1 YES  »

| |  ========================================================================
| | 
V1762
If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THOSE BONDS OR BOND FUNDS AND PAID OFF ANYTHING YOU OWED ON THEM, HOW MUCH WOULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]

| |  If If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? [IWER: DO NOT PROBE DK/RF] (V1762) = (DK or RF) »

| | |  ========================================================================
| | | 
V1763
Would it amount to $25,000 or more?

WOULD IT AMOUNT TO $25,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $25,000 or more? (V1763) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1764
$100,000 or more?

$100,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | | |  If $100,000 or more? (V1764) = 1 YES  »

| | | | |  ========================================================================
| | | | | 
V1765
$500,000 or more?

$500,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $25,000 or more? (V1763) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1766
$5,000 or more?

$5,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1767
Not counting any money or assets that you may have given to children or others, did you (and your (husband/wife/partner)) use up any of your investments or savings during (1992/1993) to pay for expenses?

NOT COUNTING ANY MONEY OR ASSETS THAT YOU MAY HAVE GIVEN TO CHILDREN OR OTHERS, DID YOU (AND YOUR (HUSBAND/WIFE/PARTNER)) USE UP ANY OF YOUR INVESTMENTS OR SAVINGS DURING (1992/1993) TO PAY FOR EXPENSES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
6 DON'T HAVE ASSETS
7 OTHER (SPECIFY) ___________
8 DK
9 RF


If Not counting any money or assets that you may have given to children or others, did you (and your (husband/wife/partner)) use up any of your investments or savings during (1992/1993) to pay for expenses? (V1767) = 1 YES  »

| |  ========================================================================
| | 
V1768
About how much did you use up?

ABOUT HOW MUCH DID YOU USE UP?

| |  If About how much did you use up? (V1768) != (DK or RF) »

| | |  ========================================================================
| | | 
V1769
PER

PER
- - - - - - - - - - - - - - - - - - - - - - - - -
1 WEEK
2 2 X MONTH
3 MONTH
4 QUARTER
5 6 MONTH
6 YEAR
7 OTHER (SPECIFY) __________
8 DK
9 RF


| |  ========================================================================
| | 
V1770
Was that for general living expenses or for some particular expenses?

WAS THAT FOR GENERAL LIVING EXPENSES OR FOR SOME PARTICULAR EXPENSES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 GENERAL LIVING
2 PARTICULAR
8 DK
9 RF


| |  If Was that for general living expenses or for some particular expenses? (V1770) = 2 PARTICULAR  »

| | |  ========================================================================
| | | 
V1771
What was that?

WHAT WAS THAT?

|  ========================================================================
V1772
Did you use some of your income to add to your savings or investments in (1992/1993)?

DID YOU USE SOME OF YOUR INCOME TO ADD TO YOUR SAVINGS OR INVESTMENTS IN (1992/1993)?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If Did you use some of your income to add to your savings or investments in (1992/1993)? (V1772) = 1 YES  »

| |  ========================================================================
| | 
V1773
About how much was that?

ABOUT HOW MUCH WAS THAT?

| |  If About how much was that? (V1773) != (DK or RF) »

| | |  ========================================================================
| | | 
V1774
PER

PER
- - - - - - - - - - - - - - - - - - - - - - - - -
1 WEEK
2 2 X MONTH
3 MONTH
4 QUARTER
5 6 MONTH
6 YEAR
7 OTHER (SPECIFY) __________
8 DK
9 RF


|  ========================================================================
V1775
Have you (or your (husband/wife/partner)) put any of your assets into a trust?

HAVE YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) PUT ANY OF YOUR ASSETS INTO A TRUST?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If Have you (or your (husband/wife/partner)) put any of your assets into a trust? (V1775) = 1 YES  »

| |  ========================================================================
| | 
V1776A1-A3
Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? [IWER: CHOOSE ALL THAT APPLY]

WHO RECEIVES, OR WILL RECEIVE THE BENEFITS OF THE ASSETS YOU'VE PUT INTO TRUST, THAT IS, WHAT IS THEIR RELATIONSHIP TO YOU? [IWER: CHOOSE ALL THAT APPLY]
- - - - - - - - - - - - - - - - - - - - - - - - -
2 CHILD/CHILD-IN-LAW/GRANDCHILD 1.SPOUSE
3 OTHER RELATIVE
4 SOMEONE ELSE
5 INSTITUTION OR CHARITY
8 DK
9 RF


| |  If Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? [IWER: CHOOSE ALL THAT APPLY] (V1776A1-A3) = 2 CHILD/CHILD-IN-LAW/GRANDCHILD 1.SPOUSE »

| | |  ========================================================================
| | | 
V1777A1-A3
V1777A1-A3

| |  ========================================================================
| | 
V1778
What about the value of the trusts? If you sold all the assets held in trust(s), about how much would you have?

WHAT ABOUT THE VALUE OF THE TRUSTS? IF YOU SOLD ALL THE ASSETS HELD IN TRUST(S), ABOUT HOW MUCH WOULD YOU HAVE?

| |  ========================================================================
| | 
V1779
Have you already told me about any or all of the assets that you have placed in this trust?

HAVE YOU ALREADY TOLD ME ABOUT ANY OR ALL OF THE ASSETS THAT YOU HAVE PLACED IN THIS TRUST?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES, ALL
2 YES, PART
5 NO
8 DK
9 RF


| |  If Have you already told me about any or all of the assets that you have placed in this trust? (V1779) = 2 YES, PART  »

| | |  ========================================================================
| | | 
V1780
Consider just the assets in the trust you did NOT tell me about earlier; if you sold just those assets, about how much would you have?

CONSIDER JUST THE ASSETS IN THE TRUST YOU DID NOT TELL ME ABOUT EARLIER; IF YOU SOLD JUST THOSE ASSETS, ABOUT HOW MUCH WOULD YOU HAVE?

|  ========================================================================
V1782
Do you (or your (husband/wife/partner)) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or an annuity that you haven't already told me about? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES]

DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY OTHER SAVINGS OR ASSETS, SUCH AS JEWELRY, MONEY OWED TO YOU BY OTHERS, A COLLECTION FOR INVESTMENT PURPOSES, OR AN ANNUITY THAT YOU HAVEN'T ALREADY TOLD ME ABOUT? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES]
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If Do you (or your (husband/wife/partner)) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or an annuity that you haven't already told me about? [IWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES] (V1782) = 1 YES  »

| |  ========================================================================
| | 
V1783
If you sold all that and then paid off any debts on it, about how much could you have? [IWER: DO NOT PROBE DK/RF]

IF YOU SOLD ALL THAT AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH COULD YOU HAVE? [IWER: DO NOT PROBE DK/RF]

| |  If If you sold all that and then paid off any debts on it, about how much could you have? [IWER: DO NOT PROBE DK/RF] (V1783) = (DK or RF) »

| | |  ========================================================================
| | | 
V1784
Would it amount to $10,000 or more?

WOULD IT AMOUNT TO $10,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  If Would it amount to $10,000 or more? (V1784) = 1 YES  »

| | | |  ========================================================================
| | | | 
V1785
$25,000 or more?

$25,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  Else If Would it amount to $10,000 or more? (V1784) = 5 NO  »

| | | |  ========================================================================
| | | | 
V1786
$2,000 or more?

$2,000 OR MORE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
V1787
And do you (or your (husband/wife/partner)) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth?

AND DO YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) HAVE ANY DEBTS THAT WE HAVEN'T ASKED ABOUT, SUCH AS CREDIT CARD BALANCES, MEDICAL DEBTS, LIFE INSURANCE POLICY LOANS, LOANS FROM RELATIVES, AND SO FORTH?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If And do you (or your (husband/wife/partner)) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth? (V1787) = 1 YES  »

| |  ========================================================================
| | 
V1788
About how much would that amount to? [IWER: DO NOT PROBE DK/RF]

ABOUT HOW MUCH WOULD THAT AMOUNT TO?
[IWER: DO NOT PROBE DK/RF]

| |  If About how much would that amount to? [IWER: DO NOT PROBE DK/RF] (V1788) = (DK or RF) »

| | |  ========================================================================
| | | 
V1788A
V1788A

| | |  If V1788A = 1 »

| | | |  ========================================================================
| | | | 
V1788B
V1788B

| | |  Else If V1788A = 5 »

| | | |  ========================================================================
| | | | 
V1788C
V1788C

|  ========================================================================
V1792
People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, inheritance, or as a gift. In the past two years did you (or your (husband/wife/partner)) receive a lump sum of money or property worth $500 or more that you have not already told me about?

PEOPLE SOMETIMES RECEIVE PROPERTY OR LUMP SUM PAYMENTS OF MONEY FROM SUCH THINGS AS PENSION SETTLEMENTS, INSURANCE SETTLEMENTS, INHERITANCE, OR AS A GIFT. IN THE PAST TWO YEARS DID YOU (OR YOUR (HUSBAND/WIFE/PARTNER)) RECEIVE A LUMP SUM OF MONEY OR PROPERTY WORTH $500 OR MORE THAT YOU HAVE NOT ALREADY TOLD ME ABOUT?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


If People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, inheritance, or as a gift. In the past two years did you (or your (husband/wife/partner)) receive a lump sum of money or property worth $500 or more that you have not already told me about? (V1792) = 1 YES  »

| |  ========================================================================
| | 
V1793-1
V1793-1

| |  ========================================================================
| | 
V1794-1
V1794-1

| |  ========================================================================
| | 
V1802-1
V1802-1

| |  If V1802-1 = (DK or RF) »

| | |  ========================================================================
| | | 
K40-1
Was it more than $30,000?

WAS IT MORE THAN $30,000?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| |  ========================================================================
| | 
V1798-1
V1798-1

| |  If V1798-1 = 1 »

| | |  ========================================================================
| | | 
V1793-2
V1793-2

| | |  ========================================================================
| | | 
V1794-2
V1794-2

| | |  ========================================================================
| | | 
V1802-2
V1802-2

| | |  If V1802-2 = (DK or RF) »

| | | |  ========================================================================
| | | | 
K40-2
Was it more than $30,000?

WAS IT MORE THAN $30,000?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


| | |  ========================================================================
| | | 
V1798-2
V1798-2

| | |  If V1798-2 = 1 »

| | | |  ========================================================================
| | | | 
V1793-3
V1793-3

| | | |  ========================================================================
| | | | 
V1794-3
V1794-3

| | | |  ========================================================================
| | | | 
V1802-3
V1802-3

| | | |  If V1802-3 = (DK or RF) »

| | | | |  ========================================================================
| | | | | 
K40-3
Was it more than $30,000?

WAS IT MORE THAN $30,000?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO
8 DK
9 RF


|  ========================================================================
K42
K42

End of K. Assets