| HRS 1992 (Wave 1) Documentation |
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Section M: Net Worth Other than Housing VAR # _____ 5201 M2. We try to understand how people all over the country 15201 are getting along financially. Do you [or your (husband/wife/partner)] have any real estate other than your main home (and your second home), such as land, rental real estate, a partnership, or money owed to you on a land contract or mortgage? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5203-V5206] V5201 Code Frequency --------------------- 1 1771 5 5836 5202 M3. If you sold all that and paid off any debts on it, 15202 how much would you get? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5202 7607 35724.27 192683.31 -20000.00 5000000.00 5203 M3a-M3c. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M3a M3b M3c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $150,000 2 Yes No Inap $150,000 > x >= $50,000 3 Yes DK/NA Inap x >= $50,000 4 No Yes Inap $50,000 > x >= $5,000 5 No No Inap $5,000 > x 6 No DK/NA Inap $50,000 > x 7 DK/NA Inap Inap (no information) 0. Inap., did not use brackets V5203 Code Frequency --------------------- 0 7264 1 88 2 63 3 18 4 91 5 19 6 5 7 59 5204 M3a-M3c. Imputed bracket answers... [IMPUTED] 15204 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M3a M3b M3c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $150,000 2 Yes No Inap $150,000 > x >= $50,000 4 No Yes Inap $50,000 > x >= $5,000 5 No No Inap $5,000 > x 0. Inap., did not use brackets V5204 Code Frequency --------------------- 0 7251 1 130 2 93 4 107 5 26 5205 M4. What about the value of what you [or your (husband/ 15205 wife/partner)] own on wheels (other than the motor home we've already talked about), like cars, trucks, a trailer, a boat, or an airplane--what are they worth altogether, minus anything you still owe on them? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5205 7607 12166.92 44538.66 0.00 3000000.00 5206 M4a-M4c. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M4a M4b M4c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $25,000 2 Yes No Inap $25,000 > x >= $10,000 3 Yes DK/NA Inap x >= $10,000 4 No Yes Inap $10,000 > x >= $2,000 5 No No Inap $2,000 > x 6 No DK/NA Inap $10,000 > x 7 DK/NA Inap Inap (no information) 0. Inap., did not use brackets V5206 Code Frequency --------------------- 0 6833 1 101 2 190 3 8 4 246 5 65 6 17 7 147 5207 M4a-M4c. Imputed bracket answers... [IMPUTED] 15207 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M4a M4b M4c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $25,000 2 Yes No Inap $25,000 > x >= $10,000 4 No Yes Inap $10,000 > x >= $2,000 5 No No Inap $2,000 > x 0. Inap., did not use brackets V5207 Code Frequency --------------------- 0 6833 1 128 2 263 4 295 5 88 5208 M5. Do you [or your (husband/wife/partner)] own part or 15208 all of a business? [IMPUTED] ____________________________________________________________ 1. Yes 2. Yes, more than one 5. No [Inap in V5212-V5215] V5208 Code Frequency --------------------- 1 1213 2 16 5 6378 5209 M6. If you sold (all of) the business(es) and paid off 15209 any debts on (it/them), how much would you get? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5209 7607 35882.13 259289.94 -50000.00 7000000.00 5210 M6a-M6c. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M6a M6b M6c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $500,000 2 Yes No Inap $500,000 > x >= $50,000 3 Yes DK/NA Inap x >= $50,000 4 No Yes Inap $50,000 > x >= $10,000 5 No No Inap $10,000 > x 6 No DK/NA Inap $50,000 > x 7 DK/NA Inap Inap (no information) 0. Inap., did not use brackets V5210 Code Frequency --------------------- 0 7275 1 47 2 112 3 8 4 58 5 31 6 5 7 71 5211 M6a-M6c. Imputed bracket answers... [IMPUTED] 15211 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M6a M6b M6c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $500,000 2 Yes No Inap $500,000 > x >= $50,000 4 No Yes Inap $50,000 > x >= $10,000 5 No No Inap $10,000 > x 0. Inap., did not use brackets V5211 Code Frequency --------------------- 0 7271 1 65 2 147 4 74 5 50 5212 M7. Do you [or your (husband/wife/partner)] have any 15212 Individual Retirement Accounts, that is, IRA or Keogh accounts? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5217-V5222] V5212 Code Frequency --------------------- 1 2847 5 4760 5213 M8. How much in total is in all those accounts? 15213 [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5213 7607 17158.43 57036.42 0.00 1200000.00 5214 M8a-M8d. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M8a M8b M8c M8d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $100,000 2 Yes Yes No Inap $100,000 > x >= $50,000 3 Yes Yes DK/NA Inap x >= $50,000 4 Yes No Inap Inap $50,000 > x >= $25,000 5 Yes DK/NA Inap Inap x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 8 No Inap Inap DK/NA $25,000 > x 9 DK/NA Inap Inap Inap (no information) 0. Inap., did not use brackets V5214 Code Frequency --------------------- 0 7011 1 41 2 67 3 10 4 114 5 32 6 149 7 34 8 12 9 137 5215 M8a-M8d. Imputed bracket answers... [IMPUTED] 15215 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M8a M8b M8c M8d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $100,000 2 Yes Yes No Inap $100,000 > x >= $50,000 4 Yes No Inap Inap $50,000 > x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 0. Inap., did not use brackets V5215 Code Frequency --------------------- 0 6988 1 76 2 117 4 173 6 200 7 53 5216 M9. How much did you put into (this/these) account(s) last year, 1991? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 996. Inap, 5, 8-9 in V5216 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5216 2581 2692.48 23780.49 0.00 1000000.00 5217 M10. For the next few questions, please exclude any 15217 assets held in the form of IRA and Keogh accounts. Do you [or your (husband/wife/partner)] have any shares of stock in publicly held corporations, mutual funds, or investment trusts? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5224-V5228] V5217 Code Frequency --------------------- 1 2028 5 5579 5218 M11. If you sold all that and paid off anything you owed 15218 on it, how much would you have? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5218 7607 17818.69 94010.04 0.00 3000000.00 5219 M11a-M11d. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M11a M11b M11c M11d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $500,000 2 Yes Yes No Inap $500,000 > x >= $100,000 3 Yes Yes DK/NA Inap x >= $100,000 4 Yes No Inap Inap $100,000 > x >= $25,000 5 Yes DK/NA Inap Inap x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 8 No Inap Inap DK/NA $25,000 > x 9 DK/NA Inap Inap Inap (no information) 0. Inap., did not use brackets V5219 Code Frequency --------------------- 0 7063 1 10 2 44 3 14 4 116 5 13 6 127 7 85 8 14 9 121 5220 M11a-M11d. Imputed bracket answers... [IMPUTED] 15220 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M11a M11b M11c M11d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $500,000 2 Yes Yes No Inap $500,000 > x >= $100,000 4 Yes No Inap Inap $100,000 > x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 0. Inap., did not use brackets V5220 Code Frequency --------------------- 0 7050 1 22 2 86 4 157 6 165 7 127 5221 M12. Do you [or your (husband/wife/partner)] have any 15221 money in checking or savings accounts, or money market funds? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5230-V5234] V5221 Code Frequency --------------------- 1 5952 5 1655 5222 M13. If you added up all such accounts [for you and your 15222 (husband/wife/partner)], about how much would they amount to right now? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5222 7607 12809.03 45937.21 0.00 2500000.00 5223 M13a-M13d. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M13a M13b M13c M13d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $50,000 2 Yes Yes No Inap $50,000 > x >= $10,000 3 Yes Yes DK/NA Inap x >= $10,000 4 Yes No Inap Inap $10,000 > x >= $5,000 5 Yes DK/NA Inap Inap x >= $5,000 6 No Inap Inap Yes $5,000 > x >= $1,000 7 No Inap Inap No $1,000 > x 8 No Inap Inap DK/NA $5,000 > x 9 DK/NA Inap Inap Inap (no information) 0. Inap., did not use brackets V5223 Code Frequency --------------------- 0 6333 1 96 2 208 3 27 4 191 5 55 6 236 7 130 8 24 9 307 5224 M13a-M13d. Imputed bracket answers... [IMPUTED] 15224 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M13a M13b M13c M13d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $50,000 2 Yes Yes No Inap $50,000 > x >= $10,000 4 Yes No Inap Inap $10,000 > x >= $5,000 6 No Inap Inap Yes $5,000 > x >= $1,000 7 No Inap Inap No $1,000 > x 0. Inap., did not use brackets V5224 Code Frequency --------------------- 0 6273 1 174 2 361 4 278 6 337 7 184 5225 M14. Do you [or your (husband/wife/partner)] have any 15225 money in certificates of deposit, government savings bonds, or Treasury bills? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5236-V5240] V5225 Code Frequency --------------------- 1 1897 5 5710 5226 M15. If you added up all such accounts [for you and your 15226 (husband/wife/partner)], about how much would they amount to right now? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5226 7607 6812.47 43782.27 0.00 2500000.00 5227 M15a-M15d. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M15a M15b M15c M15d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $50,000 2 Yes Yes No Inap $50,000 > x >= $10,000 3 Yes Yes DK/NA Inap x >= $10,000 4 Yes No Inap Inap $10,000 > x >= $5,000 5 Yes DK/NA Inap Inap x >= $5,000 6 No Inap Inap Yes $5,000 > x >= $1,000 7 No Inap Inap No $1,000 > x 8 No Inap Inap DK/NA $5,000 > x 9 DK/NA Inap Inap Inap (no information) 0. Inap., did not use brackets V5227 Code Frequency --------------------- 0 7178 1 45 2 85 3 8 4 57 5 24 6 61 7 17 8 5 9 127 5228 M15a-M15d. Imputed bracket answers... [IMPUTED] 15228 _________________________________________________________ (Where "x" is the range the answers fell into.) Code M15a M15b M15c M15d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $50,000 2 Yes Yes No Inap $50,000 > x >= $10,000 4 Yes No Inap Inap $10,000 > x >= $5,000 6 No Inap Inap Yes $5,000 > x >= $1,000 7 No Inap Inap No $1,000 > x 0. Inap., did not use brackets V5228 Code Frequency --------------------- 0 7151 1 83 2 158 4 95 6 92 7 28 5229 M16. Do you [or your (husband/wife/partner)] have any 15229 corporate, municipal, government, or foreign bonds, or any bond funds? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5242-V5246] V5229 Code Frequency --------------------- 1 451 5 7156 5230 M17. If you sold all those bonds or bond funds and paid 15230 off anything you owed on them, how much would you have? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5230 7607 2609.65 27790.18 0.00 1500000.00 5231 M17a-M17d. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M17a M17b M17c M17d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $500,000 2 Yes Yes No Inap $500,000 > x >= $100,000 3 Yes Yes DK/NA Inap x >= $100,000 4 Yes No Inap Inap $100,000 > x >= $25,000 5 Yes DK/NA Inap Inap x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 8 No Inap Inap DK/NA $25,000 > x 9 DK/NA Inap Inap Inap (no information) 0. Inap., did not use brackets V5231 Code Frequency --------------------- 0 7501 1 2 2 6 3 2 4 17 5 2 6 19 7 9 8 2 9 47 5232 M17a-M17d. Imputed bracket answers... [IMPUTED] 15232 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M17a M17b M17c M17d Bracket ---- ----- ----- ----- ----- ------------------------- 1 Yes Yes Yes Inap x >= $500,000 2 Yes Yes No Inap $500,000 > x >= $100,000 4 Yes No Inap Inap $100,000 > x >= $25,000 6 No Inap Inap Yes $25,000 > x >= $5,000 7 No Inap Inap No $5,000 > x 0. Inap., did not use brackets V5232 Code Frequency --------------------- 0 7495 1 2 2 12 4 32 6 51 7 15 5233 M18. Do you [or your (husband/wife/partner)] have any 15233 other savings or assets, such as money owed to you by others, a valuable collection for investment purposes, an annuity, or rights in a trust or estate that you haven't already told me about? [NOTE: Exclude the cash value of any life insurance policies.] [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5248=V5251] V5233 Code Frequency --------------------- 1 1155 5 6452 5234 M19. If you sold all that and paid off any debts on it, 15234 how much would you have? [IMPUTED] ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5234 7607 8372.24 62275.57 0.00 3000000.00 5235 M19a-M19c. Original bracket answers... ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M19a M19b M19c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $25,000 2 Yes No Inap $25,000 > x >= $10,000 3 Yes DK/NA Inap x >= $10,000 4 No Yes Inap $10,000 > x >= $2,000 5 No No Inap $2,000 > x 6 No DK/NA Inap $10,000 > x 7 DK/NA Inap Inap (no information) 0. Inap., did not use brackets V5235 Code Frequency --------------------- 0 7348 1 74 2 57 3 11 4 35 5 7 6 2 7 73 5236 M19a-M19c. Imputed bracket answers... [IMPUTED] 15236 ____________________________________________________________ (Where "x" is the range the answers fell into.) Code M19a M19b M19c Bracket ---- ----- ----- ----- ------------------------- 1 Yes Yes Inap x >= $25,000 2 Yes No Inap $25,000 > x >= $10,000 4 No Yes Inap $10,000 > x >= $2,000 5 No No Inap $2,000 > x 0. Inap., did not use brackets V5236 Code Frequency --------------------- 0 7336 1 121 2 89 4 51 5 10 5237 M20. And do you [or your (husband/wife/partner)] have any 15237 debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V5253] V5237 Code Frequency --------------------- 1 2982 5 4625 5238 M20a. About how much would that amount to? [IMPUTED] 15238 ____________________________________________________________ $ amount ((-999 999 to 9 999 979)) Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5238 7607 3119.86 20999.66 0.00 900000.00 5301 M21. Have you [or your (husband/wife/partner)] ever received an inheritance, or been given substantial assets in the form of a trust? ____________________________________________________________ 1. Yes 5. No [Inap in V5302-V5321] 8. DK 9. NA V5301 Code Frequency --------------------- 1 1423 5 6134 9 50 5302 M22. How many of these have you [or your (husband/wife/ partner)] ever received? ____________________________________________________________ Code # OF INHERITANCES OR TRUSTS (01-25) 01. One [Inap in V5309-V5321] 02. Two [Inap in V5315-V5321] 03. Three [Inap in V5321] 98. DK 99. NA 00. Inap, 5, 8-9 in V5301 V5302 Code Frequency --------------------- 0 6184 1 1070 2 285 3 47 4 14 5 2 8 1 21 1 99 3 M23. [Thinking about the (largest/ next largest) of these,] Was that an inheritance, a trust, or what? [NOTE: Check all that apply.] ____________________________________________________________ 5303 M23A. INHERITANCE 5309 ____________________________________________________________ 5315 [NOTE: Use same code for V5304-V5306, V5309-V5311, V5315-V5317] 1. Checked 5. Not checked 8. DK to entire QM23 9. NA to entire QM23 0. Inap, 5, 8-9 in V5301; no further mentions V5303 Code Frequency --------------------- 0 6184 1 1298 5 110 8 1 9 14 V5309 Code Frequency --------------------- 0 7254 1 319 5 29 9 5 V5315 Code Frequency --------------------- 0 7539 1 58 5 7 9 3 5304 M23B. TRUST 5310 ____________________________________________________________ 5316 V5304 Code Frequency --------------------- 0 6184 1 88 5 1320 8 1 9 14 V5310 Code Frequency --------------------- 0 7254 1 20 5 328 9 5 V5316 Code Frequency --------------------- 0 7539 1 6 5 59 9 3 5305 M23C. OTHER 5311 ____________________________________________________________ 5317 V5305 Code Frequency --------------------- 0 6184 1 32 5 1376 8 1 9 14 V5311 Code Frequency --------------------- 0 7254 1 11 5 337 9 5 V5317 Code Frequency --------------------- 0 7539 1 2 5 63 9 3 5306 M24. In what year was it received? 5312 ____________________________________________________________ 5318 Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V5301; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5306 1352 1981.88 8.95 1928.00 1992.00 V5312 336 1980.66 9.42 1952.00 1992.00 V5318 61 1978.28 11.87 1929.00 1991.00 5307 M25. About how much was it worth at that time? 5313 ____________________________________________________________ 5319 Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V5301; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5307 1189 45189.12 87470.70 1.00 1000000.00 V5313 291 27245.54 52392.36 50.00 500000.00 V5319 56 23295.54 53001.71 300.00 350000.00 5308 M26. From whom was it received? 5314 ____________________________________________________________ 5320 01. Grandparent 02. Parent 03. Parent-in-law 04. Child 05. Aunt/uncle 06. R's sibling 07. Husband/Wife/Partner's Sibling 08. Spouse/Ex-spouse 97. Other 98. DK 99. NA 00. Inap, 5, 8-9 in V5301; no further mentions V5308 Code Frequency --------------------- 0 6184 1 77 2 879 3 166 5 167 6 19 7 6 8 34 97 48 98 1 99 26 V5314 Code Frequency --------------------- 0 7254 1 29 2 176 3 35 5 75 6 3 7 1 8 3 97 21 99 10 V5320 Code Frequency --------------------- 0 7539 1 10 2 24 3 5 5 16 6 1 97 7 99 5 5321 M28. How much altogether was the money value of any other inheritances or trusts you [or your (husband/wife/ partner)] have received? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 999 999 998. DK 999 999 999. NA 000 000 000. Inap, 5, 8-9 in V5301; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5321 15 36603.33 69355.57 50.00 250000.00 5322 M29. Excluding inheritances and trusts, have you [or your (husband/wife/partner)] ever received money or assets totaling $10,000 or more from relatives? ____________________________________________________________ [DEFINITION: It could be in the form of support, a gift, or a loan.] 1. Yes 5. No [Inap in V5323-V5336] 8. DK 9. NA V5322 Code Frequency --------------------- 1 549 5 6998 9 60 5323 M30. How many separate transfers of this sort have you [or your (husband/wife/partner)] ever received? ____________________________________________________________ Code # OF LARGE TRANSFERS OF MONEY OR PROPERTY (01-30) 01. One [Inap in V5328-V5336] 02. Two [Inap in V5332-V5336] 03. Three [Inap in V5336] 98. DK 99. NA 00. Inap, 5, 8-9 in V5322 V5323 Code Frequency --------------------- 0 7058 1 401 2 79 3 26 4 12 5 7 6 5 8 2 10 5 30 1 98 3 99 8 5324 M31. [Thinking about the (largest/next largest) of 5328 these,] Was that money, property, or what? [NOTE: 5332 Check all that apply.] ____________________________________________________________ 1. Money 2. Property 3. Both 1 & 2 checked 7. Other (SPECIFY) 8. DK 9. NA 0. Inap, 5, 8-9 in V5322; no further mentions V5324 Code Frequency --------------------- 0 7058 1 305 2 181 3 14 7 35 8 2 9 12 V5328 Code Frequency --------------------- 0 7459 1 103 2 17 3 1 7 12 8 1 9 14 V5332 Code Frequency --------------------- 0 7538 1 46 2 5 7 5 8 1 9 12 5325 M32. In what year was it received? 5329 ____________________________________________________________ 5333 Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V5322; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5325 504 1982.06 8.96 1947.00 1992.00 V5329 125 1983.06 8.57 1954.00 1992.00 V5333 53 1984.04 8.47 1950.00 1992.00 5326 M33. About how much was it worth at that time? 5330 ____________________________________________________________ 5334 Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V5322; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5326 460 34464.76 65201.61 90.00 1000000.00 V5330 123 21952.85 34596.97 200.00 200000.00 V5334 53 11144.81 9615.26 375.00 50000.00 5327 M34. From whom was it received? 5331 ____________________________________________________________ 5335 01. Grandparent 02. Parent 03. Parent-in-law 04. Child 05. Aunt/uncle 06. R's sibling 07. Husband/Wife/Partner's Sibling 08. Spouse/Ex-spouse 97. Other 98. DK 99. NA 00. Inap, 5, 8-9 in 5322; no further mentions V5327 Code Frequency --------------------- 0 7058 1 7 2 318 3 72 4 2 5 44 6 8 7 3 8 19 97 11 98 1 99 64 V5331 Code Frequency --------------------- 0 7459 1 2 2 87 3 20 5 15 6 1 8 2 97 4 99 17 V5335 Code Frequency --------------------- 0 7538 2 37 3 7 5 10 6 1 8 1 99 13 5336 M36. How much altogether was the money value of other large transfers of money or assets from relatives? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 999 999 998. DK 999 999 999. NA 000 000 000. Inap, 5, 8-9 in V5322; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5336 28 62810.71 83275.27 500.00 300000.00 5337 M37. Excluding inheritances and trusts, have you [or your (husband/wife/partner)] ever received $10,000 or more as the beneficiary of a life insurance settlement? ____________________________________________________________ 1. Yes 5. No [Inap in V5338-V5347] 8. DK 9. NA V5337 Code Frequency --------------------- 1 373 5 7175 8 2 9 57 5338 M38. How many times has that happened to you [or your (husband/wife/partner)]? ____________________________________________________________ Code # OF LARGE INSURANCE SETTLEMENTS (01-10) 01. One [Inap in V5342-V5347] 02. Two [Inap in V5345-V5347] 98. DK 99. NA 00. Inap, 5, 8-9 in V5337 V5338 Code Frequency --------------------- 0 7234 1 355 2 18 5339 M39. In what year was it received? 5342 ____________________________________________________________ 5345 Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V5337; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5339 371 1982.18 7.92 1956.00 1992.00 V5342 18 1983.56 7.16 1966.00 1991.00 V5345 0 . . . . 5340 M40. About how much was it worth at that time? 5343 ____________________________________________________________ 5346 Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V5337; no further mentions Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5340 331 31733.74 39394.62 500.00 350000.00 V5343 14 26664.29 27483.86 1800.00 100000.00 V5346 0 . . . . 5341 M41. Who was insured? 5344 ____________________________________________________________ 5347 01. Grandparent 02. Parent 03. Parent-in-law 04. Child 05. Aunt/uncle 06. R's sibling 07. Husband/Wife/Partner's Sibling 08. Spouse/Ex-spouse 97. Other 98. DK 99. NA 00. Inap, 5, 8-9 in V5337; no further mentions V5341 Code Frequency --------------------- 0 7234 2 23 3 11 4 42 5 3 6 16 7 4 8 262 97 10 99 2 V5344 Code Frequency --------------------- 0 7589 4 3 8 14 97 1 V5347 Code Frequency --------------------- 0 7607 5348 M43. Some people think it is important to leave an inheritance to their surviving heirs, while others don't. Do you (both) feel it is very important, somewhat important, or not at all important, (or do you differ in how important it is)? ____________________________________________________________ 1. (BOTH) Very important 2. (BOTH) Somewhat important 3. (BOTH) Nor at all important 4. R and spouse differ 8. DK 9. NA V5348 Code Frequency --------------------- 1 1812 2 3250 3 2170 4 271 8 32 9 72 5349 M44. Do you [and your (husband/wife/partner)] expect to leave a sizeable inheritance to your heirs? ____________________________________________________________ 1. Yes, definitely 2. Yes, probably 3. Yes, possibly 4. Probably not 5. No, definitely 8. DK 9. NA V5349 Code Frequency --------------------- 1 937 2 1144 3 1147 4 1979 5 2272 8 41 9 87 HOUSEHOLD NET WORTH COMPONENTS (As constructed by HRS Staff) 5351 Net Worth: Housing Equity ____________________________________________________________ (V605+V612+V619+V632+V640+V712-V723-V730-V736-V744) Add ---- V605 (D2a) Farm/ranch and land (owns all) V612 (D5) Farm/ranch and land (owns part) V619 (D8b) Mobile home site V632 (D10) Mobile home V640 (D15) Mobile home site and mobile home V712 (D20) Multiple housing unit structure Subtract -------- V723 (D26a) First mortgage/land contract V730 (D26b) Second mortgage/land contract V736 (D26c) Third mortgage/land contract V744 (D32c) Home equity line of credit Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5351 7607 57822.02 88284.63 -3350000.00 1000000.00 5352 Net Worth: Non-Housing Equity ____________________________________________________________ (V839+V5205+V5222+V5226+V5213+V5218+V5209+V5230+ V5234+V5202+V824-V5238-V826) Add ---- V839 (D50a) Recreational vehicle V5205 (M4) Vehicle V5222 (M13) Checking/savings account, money market funds V5226 (M15) CDs, government savings bonds, T-bills V5213 (M8) IRAs and KEOGHs V5218 (M11) Stock, mutual funds, investment trusts V5209 (M6) Business equity V5230 (M17) Bonds, bond funds V5234 (M19) Other assets V5202 (M30) Real estate (not main or second home) V824 (D44) Second home value Subtract -------- V5238 (M20a) Other debts V826 (D45a) Second home debt Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5352 7607 157944.31 463868.06 -760000.00 8229700.00 5353 Net Worth: Vehicles ____________________________________________________________ (V839+V5205) Add ---- V839 (D50a) Recreational vehicle V5205 (M4) Vehicle Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5353 7607 12997.38 45050.87 0.00 3000000.00 5354 Net Worth: Liquid assets ____________________________________________________________ (V5222+V5226) Add ---- V5222 (M13) Checking/savings account, money market funds V5226 (M15) CDs, government savings bonds, T-bills Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5354 7607 19621.50 69588.38 0.00 3000000.00 5355 Net Worth: IRA and KEOGH ____________________________________________________________ (V5213) Add ---- V5213 (M8) IRAs and KEOGHs Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5355 7607 17158.43 57036.42 0.00 1200000.00 5356 Net Worth: Stocks and Mutual Funds ____________________________________________________________ (V5218) Add ---- V5218 (M11) Stock, mutual funds, investment trusts Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5356 7607 17818.68 94010.06 0.00 3000000.00 5357 Net Worth: Business Equity ____________________________________________________________ (V5209) Add ---- V5209 (M6) Business equity Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5357 7607 35882.13 259289.94 -50000.00 7000000.00 5358 Net Worth: Bonds ____________________________________________________________ (V5230) Add ---- V5230 (M17) Bonds, bond funds Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5358 7607 2609.65 27790.18 0.00 1500000.00 5359 Net Worth: Other Assets ____________________________________________________________ (V5234) Add ---- V5234 (M19) Other assets Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5359 7607 8372.24 62275.57 0.00 3000000.00 5360 Net Worth: Other Debts ____________________________________________________________ (V5238) Add ---- V5238 (M20a) Other debts Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5360 7607 3119.86 20999.65 0.00 900000.00 5361 Net Worth: Other Real Estate ____________________________________________________________ (V5202+V824-V826) Add ---- V5202 (M30) Real estate (not main or second home) V824 (D44) Second home value Subtract -------- V826 (D45a) Second home debt Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5361 7607 46604.22 214717.19 -100000.00 5140000.00 5362 Net Worth: Total Net Worth ____________________________________________________________ (V5351+V5352) Add ---- V5351 Housing Equity V5352 Non-Housing Equity Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V5362 7607 215766.38 496056.63 -745000.00 8734700.00 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]