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AHEAD 1993 (Wave 1) Documentation |
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SECTION K. ASSETS (Asked Only of Financial R or Only R) Note: See Codebook Introduction page 12 for list of households in which no Financial Respondent was assigned. These households will be coded as inap. 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. V1720 [HH] K2. REAL ESTATE: ANY K2. 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? ----------------------------------------------------------------------------- 1042 YES................................ 1 4863 NO................................. 5 GO TO K4 7 DK................................. .D GO TO K4 61 RF................................. .R GO TO K4 74 INAP, NO FINANCIAL R, PARTIAL IW V1720F [HH] FLAG: K2. REAL ESTATE: ANY K2. FLAG HOLDING ASSET REAL ESTATE ----------------------------------------------------------------------------- 5905 NOT IMPUTED.................... 0 142 IMPUTED........................ 1 V1720H [HH] HOLD: K2. REAL ESTATE: ANY K2. HOLDING ASSET REAL ESTATE ----------------------------------------------------------------------------- 1061 R HAS ASSET.................... 1 4986 R DOES NOT HAVE ASSET.......... 5 V1721 [HH] K3. REAL ESTATE: NET VALUE K3. If you sold all that and then paid off any debts on it, about how much would you get? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 704 113868.23 298196.98 0.00 5000000.00 15 NOTHING............................ 0 280 DK................................. .D 59 RF................................. .R 5004 INAP, NO REAL ESTATE OWNED [V1720 NE 1] K3. REAL ESTATE: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K3 / V1721: Open ended K3a / V1722: $50,000 or more? K3b / V1723: $150,000 or more? K3c / V1724: $5,000 or more? If K3. = DK,RF go to K3a. Would it amount to $50,000 or more? If YES go to K3b. $150,000 or more? ALL go to K4. [END SEQUENCE] If NO go to K3c. $5,000 or more? ALL go to K4. [END SEQUENCE] If DK,RF go to K4. [END SEQUENCE] V1721C [HH] CATEG: K3. REAL ESTATE: NET VALUE ----------------------------------------------------------------------------- V1722 V1723 V1724 V1721C 0 = GAVE $ IN V1721 704 1 = 0 - 4999 5 . 5 20 2 = 5000 - 49999 5 . 1 98 3 = 50000 - 149999 1 5 . 81 4 = 150000+ 1 1 . 67 5 = 0 - 49999 5 . DK/RF 8 6 = 50000+ 1 DK/RF . 17 .D = 0+ DK . . 27 .R = 0+ RF . . 21 . = INAP, NO REAL ESTATE [V1720 NE 1] 5004 V1721F [HH] FLAG: K3. REAL ESTATE: NET VALUE K3. FLAG V1721X REAL ESTATE ASSET, IMPUTE ----------------------------------------------------------------------------- 704 NO IMPUTATION.................. 0 266 COMPLETED UNFOLDING............ 1 25 DK/RF IN LAST UNFOLDING........ 2 27 DK ............................ 7 21 RF ............................ 8 18 NOT ASCERTAINED................ 9 4986 INAP, NO REAL ESTATE [V1720 NE 1] V1721X [HH] IMP: K3. REAL ESTATE: NET VALUE USE V1721X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR REAL ESTATE ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1061 116128.29 296055.71 0.00 5000000.00 20 ZERO $ AMOUNT...................... 0 4986 NA................................. . INAP, NO REAL ESTATE OWNED [V1720 NE 1] V1725 [HH] K4. TRANSPORTATION: NET VALUE K4. 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? DO NOT PROBE DK/RF NONE = 0 ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 4947 6293.53 37343.19 0.00 2000000.00 1819 NOTHING............................ 0 931 DK................................. .D 96 RF................................. .R 73 INAP, NO FINANCIAL R, PARTIAL IW K4. TRANSPORTATION: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K4 / V1725: Open ended K4a / V1726: $10,000 or more? K4b / V1727: $25,000 or more? K4c / V1728: $2,000 or more? If K4. = DK,RF go to K4a. Would it amount to $10,000 or more? If YES go to K4b. $25,000 or more? ALL go to K5. [END SEQUENCE] If NO go to K4c. $2,000 or more? ALL go to K5. [END SEQUENCE] If DK,RF go to K5. [END SEQUENCE] V1725C [HH] CATEG: K4. TRANSPORTATION: NET VALUE ----------------------------------------------------------------------------- V1726 V1727 V1728 V1725C 0 = GAVE $ IN V1725 4947 1 = 0 - 1999 5 . 5 223 2 = 2000 - 9999 5 . 1 452 3 = 10000 - 24999 1 5 . 183 4 = 25000+ 1 1 . 25 5 = 0 - 9999 5 . DK/RF 26 6 = 10000+ 1 DK/RF . 7 .D= 0+ DK . . 55 .R= 0+ RF . . 55 INAP, NO FINANCIAL R, PARTIAL IW 74 V1725F [HH] FLAG: K4. TRANSPORTATION: NET VALUE K4.FLAG V1725X TRANSPORT ASSET, IMPUTE ----------------------------------------------------------------------------- 4947 NO IMPUTATION.................. 0 883 COMPLETED UNFOLDING............ 1 33 DK/RF IN LAST UNFOLDING........ 2 55 DK ............................ 7 55 RF ............................ 8 74 NOT ASCERTAINED................ 9 V1725X [HH] IMP: K4. TRANSPORTATION: NET VALUE USE V1725X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR TRANSPORTATION ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 6510.97 38994.33 0.00 2000000.00 1878 ZERO $ AMOUNT...................... 0 5809 INAP............................ . V1729 [HH] K5. OWN BUSINESS: ANY K5. Do you [or your (husband/wife/partner)] own part or all of a business? ----------------------------------------------------------------------------- 229 YES................................ 1 3 YES, MORE THAN ONE................. 2 5721 NO................................. 5 GO TO K7 5 DK................................. .D GO TO K7 15 RF................................. .R GO TO K7 74 INAP, NO FINANCIAL R, PARTIAL IW V1729F [HH] FLAG: K5. OWN BUSINESS: ANY K5. FLAG HOLDING ASSET BUSINESS ----------------------------------------------------------------------------- 5952 NOT IMPUTED.................... 0 95 IMPUTED........................ 1 V1729H [HH] HOLD:K5. OWN BUSINESS: ANY K5. HOLDING ASSET BUSINESS ----------------------------------------------------------------------------- 235 R HAS ASSET.................... 1 3 R HAS MORE THAN ONE ASSET...... 2 5809 R DOES NOT HAVE ASSET.......... 5 V1730 [HH] K6. OWN BUSINESS: NET VALUE K6. If you sold (all of) the (business/businesses) and then paid off any debts on (it/them), about how much would you get? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 134 97926.49 170879.36 0.00 900000.00 42 NOTHING............................ 0 81 DK................................. .D 18 RF................................. .R 5814 INAP, NOT OWN BUSINESS [V1729 NE 1,2] K6. OWN BUSINESS: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K6 / V1730: Open ended K6a / V1731: $50,000 or more? K6b / V1732: $500,000 or more? K6c / V1733: $10,000 or more? If K6. = DK,RF go to K6a. Would it amount to $50,000 or more? If YES go to K6b. $500,000 or more? ALL go to K7. [END SEQUENCE] If NO go to K6c. $10,000 or more? ALL go to K7. [END SEQUENCE] If DK,RF go to K7. [END SEQUENCE] V1730C [HH] CATEG: K6. OWN BUSINESS: NET VALUE ----------------------------------------------------------------------------- V1731 V1732 V1733 V1730C 0 = GAVE $ IN V1730 134 1 = 0 - 9999 5 . 5 12 2 = 10000 - 49999 5 . 1 17 3 = 50000 - 499999 1 5 . 38 4 = 500000+ 1 1 . 16 5 = 0 - 49999 5 . DK/RF 0 6 = 50000+ 1 DK/RF . 3 .D = 0+ DK . . 7 .R = 0+ RF . . 6 . = INAP, NOT OWN BUSINESS [V1729 NE 1,2] 5814 V1730F [HH] FLAG: K6. OWN BUSINESS: NET VALUE K6. FLAG V1730X BUSINESS ASSET, IMPUTE ----------------------------------------------------------------------------- 134 NO IMPUTATION.................. 0 83 COMPLETED UNFOLDING............ 1 3 DK/RF IN LAST UNFOLDING........ 2 7 DK ............................ 7 6 RF ............................ 8 6 NOT ASCERTAINED................ 9 5808 INAP, NOT OWN BUSINESS [V1829 NE 1,2] V1730X [HH] IMP: K6. OWN BUSINESS: NET VALUE USE V1730X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR BUSINESS ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 238 152735.92 221410.17 0.00 900000.00 48 ZERO $ AMOUNT....................... 0 1 DK................................. .D 5808 INAP, NOT OWN BUSINESS [V1829 NE 1,2] V1734 [HH] K7. IRA: ANY K7. Do you [or your (husband/wife/partner)] have any Individual Retirement Accounts, that is, IRA or Keogh accounts? ----------------------------------------------------------------------------- 835 YES................................ 1 5059 NO................................. 5 GO TO K10 21 DK................................. .D GO TO K10 59 RF................................. .R GO TO K10 73 INAP, NO FINANCIAL R, PARTIAL IW V1734F [HH] FLAG: K7. IRA: ANY K7. FLAG HOLDING ASSET IRA ----------------------------------------------------------------------------- 5893 NOT IMPUTED.................... 0 154 IMPUTED........................ 1 V1734H [HH] HOLD: K7. IRA: ANY K7. HOLDING ASSET IRA ----------------------------------------------------------------------------- 860 R HAS ASSET.................... 1 5187 R DOES NOT HAVE ASSET.......... 5 V1735 [HH] K8. IRA: TOTAL VALUE K8. About how much in total is in all those accounts? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 617 49363.29 80576.82 0.00 800000.00 1 NOTHING............................ 0 119 DK................................. .D 99 RF................................. .R 5212 INAP, NO INDIVIDUAL RETIREMENT ACCOUNTS [V1734 NE 1] K8. IRA: TOTAL VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K8 / V1735: Open ended K8a / V1736: $25,000 or more? K8b / V1737: $50,000 or more? K8c / V1738: $100,000 or more? K8d / V1739: $5,000 or more? If K8. = DK,RF go to K8a. Would it amount to $25,000 or more? If YES go to K8b. $50,000 or more? If YES go to K8c. $100,000 or more? ALL go to K9. [END SEQUENCE] If NO,DK,RF go to K9. [END SEQUENCE] If NO go to K8d. $5,000 or more? ALL go to K9. [END SEQUENCE] If DK,RF go to K9. [END SEQUENCE] V1735C [HH] CATEG: K8. IRA: TOTAL VALUE ----------------------------------------------------------------------------- V1736 V1737 V1738 V1739 V1735C 0 = GAVE $ IN V1735 617 1 = 0 - 4999 5 . . 5 18 2 = 5000 - 24999 5 . . 1 59 3 = 25000 - 49999 1 5 . . 34 4 = 50000 - 99999 1 1 5 . 20 5 = 100000+ 1 1 1 19 6 = 0 - 24999 5 . . DK/RF 2 7 = 25000+ 1 DK/RF . . 9 8 = 50000+ 1 1 DK/RF . 2 .D = 0+ DK . . . 10 .R = 0+ RF . . . 45 . = INAP, NO IRA [V1734 NE 1] 5212 V1735F [HH] FLAG: K8. IRA: TOTAL VALUE K8. FLAG V1735X IRA ASSET, IMPUTE ----------------------------------------------------------------------------- 617 NO IMPUTATION.................. 0 150 COMPLETED UNFOLDING............ 1 2 DK/RF IN LAST UNFOLDING........ 2 11 DK/RF IN NEXT-TO-LAST UNFOLD... 3 10 DK ............................ 7 45 RF............................. 8 25 NOT ASCERTAINED................ 9 5187 INAP, NO IRA V1735X [HH] IMP: K8. IRA: TOTAL VALUE USE V1735X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR RETIREMENT ACCOUNTS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 860 51884.22 87284.01 0.00 800000.00 1 ZERO $ AMOUNT........................ 0 5187 INAP, NO INDIVIDUAL RETIREMENT ACCOUNTS [V1734 NE 1] V1740 [HH] K9. IRA: PAYMENTS REG/WHEN NEED? K9. Do you get regular monthly payments from these accounts, do you draw on them when you need money, or what? ----------------------------------------------------------------------------- 217 REGULAR............................ 1 142 DRAW AS NEEDED..................... 2 GO TO K10 4 BOTH............................... 3 147 TAKE MINIMUM ALLOWED............... 4 215 GET NOTHING FROM THEM.............. 5 GO TO K10 101 OTHER SPECIFY...................... 7 2 DK................................. .D GO TO K10 7 RF................................. .R GO TO K10 5212 INAP, NO IRA [V1734 NE 1] V1741 [HH] K9b. IRA: $ REFERRED TO EARLIER K9b. Did you tell me about that income earlier in this interview? ----------------------------------------------------------------------------- 361 YES................................ 1 GO TO K10 108 NO................................. 5 0 DK................................. .D 0 RF................................. .R 5578 INAP, NO IRA [V1734 NE 1], PAYMENT RECEIVED AS NEEDED, NOTHING RECEIVED, DK/RF [V1740=2,5,D,R] V1742 [HH] K9c. IRA: $ PER MONTH K9c. How much do you receive from these accounts each month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 82 224.13 517.50 0.00 3000.00 39 NONE............................... 0 14 DK................................. .D 13 RF................................. .R 5938 INAP, NO IRA [V1734 NE 1], PAYMENT RECEIVED AS NEEDED, NOTHING RECEIVED, DK/RF [V1740=2,5,D,R] V1743 [HH] K10. STOCK/MUTUAL FUNDS: ANY K10. (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? ----------------------------------------------------------------------------- 1064 YES................................ 1 4797 NO................................. 5 GO TO K12 31 DK................................. .D GO TO K12 81 RF................................. .R GO TO K12 74 INAP, NO FINANCIAL R, PARTIAL IW V1743F [HH] FLAG: K10. STOCK/MUTUAL FUNDS: ANY K10. FLAG HOLDING ASSET STOCK ----------------------------------------------------------------------------- 5860 NOT IMPUTED.................... 0 187 IMPUTED........................ 1 V1743H [HH] HOLD: K10. STOCK/MUTUAL FUNDS: ANY K10. HOLDING ASSET STOCK ----------------------------------------------------------------------------- 1108 R HAS ASSET.................... 1 4939 R DOES NOT HAVE ASSET.......... 5 V1744 [HH] K11. STOCK/MUTUAL FUNDS: NET VALUE K11. If you sold all that and then paid off anything you owed on it, how much would you have? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 579 102868.96 272323.47 0.00 5000000.00 12 NOTHING............................ 0 368 DK................................. .D 117 RF................................. .R 4983 INAP, NOT HAVE SHARES OF STOCK OR MUTUAL FUNDS[V1743 NE 1] K11. STOCK/MUTUAL FUNDS: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K11 / V1744: Open ended K11a / V1745: $25,000 or more? K11b / V1746: $100,000 or more? K11c / V1747: $500,000 or more? K11d / V1748: $5,000 or more? If K11. = DK,RF go to K11a. Would it amount to $25,000 or more? If YES go to K11b. $100,000 or more? If YES go to K11c. $500,000 or more? ALL go to K12. [END SEQUENCE] If NO,DK,RF go to K12. [END SEQUENCE] If NO go to K11d. $5,000 or more? ALL go to K12. [END SEQUENCE] If DK,RF go to K12. [END SEQUENCE] V1744C [HH] CATEG: K11. STOCK/MUTUAL FUNDS ----------------------------------------------------------------------------- V1745 V1746 V1747 V1748 V1744C 0 = GAVE $ IN V1744 579 1 = 0 - 4999 5 . . 5 47 2 = 5000 - 24999 5 . . 1 93 3 = 25000 - 99999 1 5 . . 126 4 = 100000 - 499999 1 1 5 . 71 5 = 500000+ 1 1 1 . 22 6 = 0 - 24999 5 . . DK/RF 10 7 = 25000+ 1 DK/RF . . 18 8 = 100000+ 1 1 DK/RF . 8 .D = 0+ DK . . . 33 .R = 0+ RF . . . 57 . = INAP, NOT OWN STOCKS [V1743 NE 1] 4983 V1744F [HH] FLAG: K11. STOCK/MUTUAL FUNDS K11. FLAG V1744X STOCK ASSET, IMPUTE ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1108 1.39 2.57 0.00 9.00 579 NO IMPUTATION.................. 0 359 COMPLETED UNFOLDING............ 1 8 DK/RF IN LAST UNFOLDING........ 2 28 DK/RF IN NEXT-TO-LAST UNFOLD... 3 33 DK ............................ 7 57 RF............................. 8 44 NOT ASCERTAINED................ 9 4939 INAP, NO STOCKS V1744X [HH] IMP: K11. STOCK/MUTUAL FUNDS USE V1744X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR STOCKS, ETC. ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1108 126411.31 406906.48 0.00 5000000.00 19 ZERO $ AMOUNT........................ 0 4939 INAP, NOT HAVE SHARES OF STOCK OR MUTUAL FUNDS[V1743 NE 1] V1749 [HH] K12. BANK ACCT: ANY NOT MENTION BEFORE K12. (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? ----------------------------------------------------------------------------- 4273 YES................................ 1 1568 NO................................. 5 GO TO K14 29 DK................................. .D GO TO K14 103 RF................................. .R GO TO K14 74 INAP, NO FINANCIAL R, PARTIAL INTERVIEW V1749F [HH] FLAG: K12. BANK ACCT: ANY OTHER K12. FLAG HOLDING ASSET CHECKING ----------------------------------------------------------------------------- 5841 NOT IMPUTED.................... 0 206 IMPUTED........................ 1 V1749H [HH] HOLD: K12. BANK ACCT: ANY OTHER K12. HOLDING ASSET CHECKING ----------------------------------------------------------------------------- 4426 R HAS ASSET.................... 1 1621 R DOES NOT HAVE ASSET.......... 5 V1750 [HH] K13. BANK ACCT: TOTAL VALUE K13. If you added up all such accounts, about how much would they amount to right now? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 2891 21074.11 45835.66 0.00 800000.00 19 NOTHING............................ 0 875 DK................................. .D 507 RF................................. .R 1774 INAP, DO NOT HAVE CHECKING/SAVINGS ACCOUNTS OR MONEY MARKET FUNDS [V1749 NE 1] K13. BANK ACCT: TOTAL VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K13 / V1750: Open ended K13a / V1751: $5,000 or more? K13b / V1752: $10,000 or more? K13c / V1753: $50,000 or more? K13d / V1754: $1,000 or more? If K13. = DK,RF go to K13a. Would it amount to $5,000 or more? If YES go to K13b. $10,000 or more? If YES go to K13c. $50,000 or more? ALL go to K14. [END SEQUENCE] If NO,DK,RF go to K14. [END SEQUENCE] If NO go to K13d. $1,000 or more? ALL go to K14. [END SEQUENCE] If DK,RF go to K14. [END SEQUENCE] V1750C [HH] CATEG: K13. BANK ACCT: TOTAL VALUE ----------------------------------------------------------------------------- V1751 V1752 V1753 V1754 V1750C 0 = GAVE $ IN V1750 2891 1 = 0 - 999 5 . . 5 138 2 = 1000 - 4999 5 . . 1 244 3 = 5000 - 9999 1 5 . . 217 4 = 10000 - 49999 1 1 5 . 248 5 = 50000+ 1 1 1 . 123 6 = 0 - 4999 5 . . DK/RF 16 7 = 5000+ 1 DK/RF . . 61 8 = 10000+ 1 1 DK/RF . 30 .D = 0+ DK . . . 84 .R = 0+ RF . . . 222 . = INAP, NO CHECKING ACCOUNT [V1749 NE 1] 1774 V1750F [HH] FLAG: K13. BANK ACCT: TOTAL VALUE K13. FLAG V1750X CHECKING ASSET, IMPUTE ----------------------------------------------------------------------------- 2891 NO IMPUTATION.................. 0 970 COMPLETED UNFOLDING............ 1 30 DK/RF IN LAST UNFOLDING........ 2 77 DK/RF IN NEXT-TO-LAST UNFOLD... 3 84 DK ............................ 7 222 RF............................. 8 153 NOT ASCERTAINED................ 9 1620 INAP, DO NOT HAVE CHECKING/SAVINGS ACCOUNTS OR MONEY MARKET FUNDS [V1749 NE 1] V1750X [HH] IMP: K13. BANK ACCT: TOTAL VALUE USE V1750X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR BANK ACCOUNT ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 4427 22797.50 50788.94 0.00 800000.00 24 ZERO $ AMOUNT................ 0 1620 INAP, DO NOT HAVE CHECKING/SAVINGS ACCOUNTS OR MONEY MARKET FUNDS [V1749 NE 1] V1755 [HH] K14. CD/SAV BONDS: ANY K14. (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? ----------------------------------------------------------------------------- 1190 YES................................ 1 4624 NO................................. 5 GO TO K16 35 DK................................. .D GO TO K16 124 RF................................. .R GO TO K16 74 INAP, NO FINANCIAL R, PARTIAL IW V1755F [HH] FLAG: K14. CD/SAV BONDS: ANY K14. FLAG HOLDING ASSET CDs ----------------------------------------------------------------------------- 5813 NOT IMPUTED.................... 0 234 IMPUTED........................ 1 V1755H [HH] HOLD: K14. CD/SAV BONDS: ANY K14. HOLDING ASSET CDs ----------------------------------------------------------------------------- 1236 R HAS ASSET.................... 1 4811 R DOES NOT HAVE ASSET.......... 5 V1756 [HH] K15. CD/SAV BONDS: TOTAL VALUE $ K15. If you added up all such accounts, about how much would they amount to right now? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 743 42518.44 69339.68 0.00 900000.00 1 NOTHING............................ 0 257 DK................................. .D 191 RF................................. .R 4856 INAP, DO NOT HAVE CDs [V1755 NE 1] K15. CD/SAV BONDS: TOTAL VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K15 / V1756: Open ended K15a / V1757: $5,000 or more? K15b / V1758: $10,000 or more? K15c / V1759: $50,000 or more? K15d / V1760: $1,000 or more? If K15. = DK,RF go to K15a. Would they amount to $5,000 or more? If YES go to K15b. $10,000 or more? If YES go to K15c. $50,000 or more? ALL go to K16. [END SEQUENCE] If NO,DK,RF go to K16. [END SEQUENCE] If NO go to K15d. $1,000 or more? ALL go to K16. [END SEQUENCE] If DK,RF go to K16. [END SEQUENCE] V1756C [HH] CATEG: K15. CD/SAV BONDS: TOTAL VALUE $ ----------------------------------------------------------------------------- V1757 V1758 V1759 V1760 V1756C 0 = GAVE $ IN V1756 743 1 = 0 - 999 5 . . 5 9 2 = 1000 - 4999 5 . . 1 50 3 = 5000 - 9999 1 5 . . 61 4 = 10000 - 49999 1 1 5 . 94 5 = 50000+ 1 1 1 . 68 6 = 0 - 4999 5 . . DK/RF 5 7 = 5000+ 1 DK/RF . . 27 8 = 10000+ 1 1 DK/RF . 14 .D = 0+ DK . . . 31 .R = 0+ RF . . . 89 . = INAP, NO CDS [V1755 NE 1] 4856 V1756F [HH] FLAG: K15. CD/SAV BONDS: TOTAL VALUE $ K15. FLAG V1756X CDs ASSET, IMPUTE ----------------------------------------------------------------------------- 743 NO IMPUTATION.................. 0 282 COMPLETED UNFOLDING............ 1 14 DK/RF IN LAST UNFOLDING........ 2 32 DK/RF IN NEXT-TO-LAST UNFOLD... 3 31 DK ............................ 7 89 RF............................. 8 45 NOT ASCERTAINED................ 9 4811 INAP, NO CDs V1756X [HH] IMP: K15. CD/SAV BONDS: TOTAL VALUE $ USE V1756X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR CD, BOND ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1236 42350.56 73601.36 0.00 900000.00 1 ZERO $ AMOUNT......................... 0 4811 INAP, DO NOT HAVE CDs [V1755 NE 1] V1761 [HH] K16. CORP/GOVT BONDS: ANY K16. (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? ----------------------------------------------------------------------------- 309 YES................................ 1 5536 NO................................. 5 GO TO K18 28 DK................................. .D GO TO K18 100 RF................................. .R GO TO K18 74 INAP, NO FINANCIAL R, PARTIAL IW V1761F [HH] FLAG: K16. CORP/GOVT BONDS: ANY K16. FLAG HOLDING ASSET BOND ----------------------------------------------------------------------------- 5844 NOT IMPUTED.................... 0 203 IMPUTED........................ 1 V1761H [HH] HOLD: K16. CORP/GOVT BONDS: ANY K16. HOLDING ASSET BOND ----------------------------------------------------------------------------- 321 R HAS ASSET.................... 1 5726 R DOES NOT HAVE ASSET.......... 5 V1762 [HH] K17. CORP/GOVT BONDS: NET VALUE K17. If you sold all those bonds or bond funds and paid off anything you owed on them, how much would you have? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 179 70105.44 119680.94 0.00 800000.00 0 ZERO $ AMOUNT ................. 0 87 DK................................. .D 43 RF................................. .R 5738 INAP, NOT HAVE BONDS [V1761 NE 1] K17. CORP/GOVT BONDS: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K17 / V1762: Open ended K17a / V1763: $25,000 or more? K17b / V1764: $100,000 or more? K17c / V1765: $500,000 or more? K17d / V1766: $5,000 or more? If K17. = DK,RF go to K17a. Would it amount to $25,000 or more? If YES go to K17b. $100,000 or more? If YES go to K17c. $500,000 or more? ALL go to K18. [END SEQUENCE] If NO,DK,RF go to K18. [END SEQUENCE] If NO go to K17d. $5,000 or more? ALL go to K18. [END SEQUENCE] If DK,RF go to K18. [END SEQUENCE] V1762C [HH] CATEG: K17. CORP/GOVT BONDS: NET VALUE ----------------------------------------------------------------------------- V1763 V1764 V1765 V1766 V1762C 0 = GAVE $ IN V1762 179 1 = 0 - 4999 5 . . 5 13 2 = 5000 - 24999 5 . . 1 25 3 = 25000 - 99999 1 5 . . 26 4 = 100000 - 499999 1 1 5 . 18 5 = 500000+ 1 1 1 . 4 6 = 0 - 24999 5 . . DK/RF 1 7 = 25000+ 1 DK/RF . . 9 8 = 100000+ 1 1 DK/RF . 4 .D = 0+ DK . . . 9 .R = 0+ RF . . . 21 . = INAP, NOT HAVE BONDS [V1756 NE 1] 5738 V1762F [HH] FLAG: K17. CORP/GOVT BONDS: NET VALUE K17. FLAG V1735X BOND ASSET, IMPUTE ----------------------------------------------------------------------------- 179 NO IMPUTATION.................. 0 86 COMPLETED UNFOLDING............ 1 4 DK/RF IN LAST UNFOLDING........ 2 10 DK/RF IN NEXT-TO-LAST UNFOLD... 3 9 DK ............................ 7 21 RF............................. 8 12 NOT ASCERTAINED................ 9 5726 INAP, NO BONDS V1762X [HH] IMP: K17. CORP/GOVT BONDS: NET VALUE USE V1762X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR OTHER BOND ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 321 96102.72 177605.48 0.00 800000.00 3 ZERO $ AMOUNT...................... 0 5726 INAP, NOT HAVE BONDS [V1761 NE 1] V1767 [HH] K18. USE UP ANY ASSETS 1992/3 K18. 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? ----------------------------------------------------------------------------- 1289 YES............................... 1 4090 NO................................ 5 GO TO K18e 511 DON'T HAVE ASSETS................. 6 GO TO K18e 6 OTHER, SPECIFY.................... 7 GO TO K18e 28 DK................................ .D GO TO K18e 49 RF................................ .R GO TO K18e 74 INAP, NO FINANCIAL R, PARTIAL IW V1768 [HH] K18a. USED ASSETS: TOTAL VALUE K18a. About how much did you use up? PER [NEXT SCREEN] ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1060 6142.43 10464.51 0.00 90000.00 0 ZERO $ AMOUNT...................... 0 182 DK................................. .D 47 RF................................. .R 4758 INAP, NOT USE ASSETS [V1767 NE 1] V1769 [HH] K18b. USED ASSETS: $ PERIOD K18b. $K18a PER ----------------------------------------------------------------------------- 7 Week............................... 1 0 2 X Month.......................... 2 17 Month.............................. 3 2 Quarter............................ 4 4 Month.............................. 5 1011 Year............................... 6 18 Other SPECIFY...................... 7 2 DK................................. .D 0 RF................................. .R 4986 INAP, NOT USE ASSETS [V1767 NE 1], NOT GIVE AMOUNT [V1768=.D,.R] V1770 [HH] K18c. USED ASSETS: FOR GEN LIVING OR OTH K18c. Was that for general living expenses or for some particular expenses? ----------------------------------------------------------------------------- 588 GENERAL LIVING.................... 1 GO TO K18e 699 PARTICULAR........................ 2 0 DK................................ .D GO TO K18e 2 RF................................ .R GO TO K18e 4758 INAP, NOT USE ASSETS [V1767 NE 1] V1771 [HH] K18d. USED ASSETS: SPECIFIC USE K18d. What was that? ----------------------------------------------------------------------------- 140 MEDICAL EXPENSES................... 1 492 NON-MEDICAL........................ 2 41 BOTH............................... 3 3 DK................................. .D 16 RF................................. .R 5355 INAP, NOT USE ASSETS [V1767 NE 1], NOT PARTICULAR EXPENSES [V1770 NE 2] V1772 [HH] K18e. ADD TO SAVINGS IN 1992/3 K18e. Did you use some of your income to add to your savings or investments in (1992/1993)? ----------------------------------------------------------------------------- 1449 YES................................ 1 4401 NO................................. 5 GO TO K19 55 DK................................. .D GO TO K19 68 RF................................. .R GO TO K19 74 INAP, NO FINANCIAL R, PARTIAL IW V1773 [HH] K18f. ADD TO SAV 1992/3: TOTAL $ K18f. About how much was that? PER [NEXT SCREEN] ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 982 7051.82 11419.50 0.00 90000.00 7 NOTHING............................ 0 321 DK................................. .D 146 RF................................. .R 4598 INAP, NOT ADD TO SAVINGS [V1772 NE 1] V1773F [HH] FLAG: K18f. ADD TO SAV 1992/3: TOTAL $ ----------------------------------------------------------------------------- 974 NOT IMPUTED.................... 0 504 IMPUTED........................ 1 4569 INAP, NOT ADD TO SAVINGS [V1772 NE 1] V1773X [HH] IMP: K18f. ADD TO SAV 1992/3: TOTAL $ ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1454 892.79 4886.47 0.00 120000.00 11 ZERO $ AMOUNT...................... 0 4593 INAP, NOT ADD TO SAVINGS [V1772 NE 1] V1774 [HH] K18g. ADD TO SAV 1992/3: $ PERIOD K18g. $K18f PER ----------------------------------------------------------------------------- 7 Week............................... 1 3 2 X Month.......................... 2 101 Month.............................. 3 7 Quarter............................ 4 4 6 Month............................ 5 853 Year............................... 6 7 Other SPECIFY...................... 7 1 DK................................. .D 0 RF................................. .R 5064 INAP, NOT ADD TO SAVINGS [V1772 NE 1], NOT GIVE AMOUNT [V1773=.D,.R] V1775 [HH] K19. TRUST: ANY K19. Have you [or your (husband/wife/partner)] put any of your assets into a trust? ----------------------------------------------------------------------------- 465 YES................................ 1 5430 NO................................. 5 GO TO K21 26 DK................................. .D GO TO K21 52 RF................................. .R GO TO K21 74 INAP, NO FINANCIAL R, PARTIAL IW V1775F [HH] FLAG: K19. TRUST: ANY K19. FLAG HOLDING ASSET TRUSTS ----------------------------------------------------------------------------- 5894 NOT IMPUTED.................... 0 153 IMPUTED........................ 1 V1775H [HH] HOLD: K19. TRUST: ANY K19. HOLDING ASSET TRUSTS ----------------------------------------------------------------------------- 481 R HAS ASSET.................... 1 5566 R DOES NOT HAVE ASSET.......... 5 V1776A1-A3 [HH] K19a. TRUST: BENEFICIARIES-X (X=1-3) K19a. Who receives, or will receive the benefits of the assets you've put into trust, that is, what is their relationship to you? CHOOSE ALL THAT APPLY ----------------------------------------------------------------------------- V1776A1 V1776A2 V1776A3 101 0 0 SPOUSE............................ 1 304 68 0 CHILD/CHILD-IN-LAW/GRANDCHILD..... 2 46 11 1 OTHER RELATIVE.................... 3 2 3 0 SOMEONE ELSE...................... 4 7 8 9 INSTITUTION OR CHARITY............ 5 2 0 0 DK................................ .D 3 0 0 RF................................ .R 5582 5957 6037 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] NO FURTHER MENTION V1777 A1-A5 [HH] K19b. TRUST: FOR WHICH CHILD?-X (X=1-5) K19b. (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of yours [or your (husband/wife/partner)] is the parent of that grandchild? ----------------------------------------------------------------------------- V1777A1 A2 A3 A4 A5 PERSON NUMBER OF CHILDREN 1 0 0 1 0 100 DECEASED CHILD 257 0 0 0 0 110 ALL CHILDREN 84 2 0 0 0 120 NON-RESIDENT CHILD (OR FAMILY) 7 13 0 0 0 130 5 5 5 0 0 140 1 3 5 1 0 150 4 0 0 3 1 160 0 2 1 1 1 170 2 0 3 0 0 180 0 2 0 1 0 190 0 0 0 0 1 200 1 0 0 0 0 210 0 0 0 0 0 220 8 0 0 0 0 410 HOUSEHOLD MEMBER CHILD (OR SPOUSE) 0 0 0 0 0 420 1 0 0 0 0 430 1 0 0 0 0 DK................. .D 1 0 0 0 0 RF................. .R 5674 6020 6033 6040 6044 INAP, ASSETS NOT IN A TRUST [V1775 NE 1], NOT SPOUSE/CHILD/ CHILD-IN-LAW/GRANDCHILD [V1776 NE 2], NO FURTHER MENTION V1778 [HH] K20. TRUST: TOTAL VALUE K20. What about the value of the trusts? If you sold all the assets held in trust(s), about how much would you have? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 267 386738.78 516631.15 0.00 5000000.00 3 NOTHING........................... 0 119 DK................................ .D 79 RF................................ .R 5582 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1778F [HH] FLAG: K20. TRUST: TOTAL VALUE ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 481 0.44 0.50 0.00 1.00 267 NOT IMPUTED.................... 0 214 IMPUTED........................ 1 5566 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1778X [HH] IMP: K20. TRUST: TOTAL VALUE ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 481 391742.72 458611.65 0.00 5000000.00 3 NOTHING........................... 0 5566 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1779 [HH] K20a. TRUST: ASSETS ALREADY MENTIONED K20a. Have you already told me about any or all of the assets that you have placed in this trust? ----------------------------------------------------------------------------- 404 YES, ALL........................... 1 GO TO K21 17 YES, PART.......................... 2 33 NO................................. 5 GO TO K21 6 DK................................. .D GO TO K21 5 RF................................. .R GO TO K21 5582 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1779F [HH] FLAG: K20a. TRUST: ASSETS MENTIONED K20a. FLAG HOLDING TRUSTS ALREADY MENTIONED ----------------------------------------------------------------------------- 454 IMPUTED........................ 0 27 NOT IMPUTED.................... 1 5566 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1779H [HH] HOLD: K20a. TRUST: ASSETS MENTIONED K20a. HOLDING TRUSTS ALREADY MENTIONED ----------------------------------------------------------------------------- 431 R HAS TRUST.................... 1 17 R HAS TRUST, PARTLY TOLD....... 2 33 R ALREADY TOLD ABOUT TRUST..... 5 5566 INAP, ASSETS NOT IN A TRUST [V1775 NE 1] V1780 [HH] K20b. TRUST: TOT $, PART NOT MENTIONED K20b. 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? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 8 291625.00 488191.10 5000.00 1400000.00 3 DK................................ .D 6 RF................................ .R 6030 INAP, ASSETS NOT IN A TRUST [V1775 NE 1], NOT PART REPORTED [V1779 NE 2] V1780F [HH] FLAG: K20b. TRUST: TOT $, NOT MENTIONED ----------------------------------------------------------------------------- 5572 NOT IMPUTED.................... 0 9 IMPUTED........................ 1 466 INAP, ASSETS NOT IN A TRUST [V1775 NE 1], NOT PART REPORTED [V1779 NE 2] V1780X [HH] IMP: K20b. TRUST: TOT $, NOT MENTIONED USE V1780X FOR IMPUTED TOTAL VALUES FOR OTHER TRUST ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 17 194176.47 361874.33 5000.00 1400000.00 6030 INAP, ASSETS NOT IN A TRUST [V1775 NE 1], NOT PART REPORTED [V1779 NE 2] V1782 [HH] K21. OTHER ASSETS: ANY K21. 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? EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES. ----------------------------------------------------------------------------- 551 YES................................ 1 5320 NO................................. 5 GO TO K23 23 DK................................. .D GO TO K23 79 RF................................. .R GO TO K23 74 INAP, NO FINANCIAL R, PARTIAL INTERVIEW V1782F [HH] FLAG: K21. OTHER ASSETS: ANY K21. FLAG HOLDING ASSET OTHER ----------------------------------------------------------------------------- 5868 NOT IMPUTED.................... 0 177 IMPUTED........................ 1 2 INAP........................... . V1782H [HH] HOLD: K21. OTHER ASSETS: ANY K21. HOLDING ASSET OTHER ----------------------------------------------------------------------------- 565 R HAS ASSET.................... 1 5482 R DOES NOT HAVE ASSET.......... 5 V1783 [HH] K22. OTH ASSETS: NET VALUE K22. If you sold all that and then paid off any debts on it, about how much would you have? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 380 27783.05 46421.51 0.00 340000.00 3 NOTHING........................... 0 143 DK................................ .D 28 RF................................ .R 5496 INAP, NO OTHER ASSETS [V1782 NE 1] K22. OTH ASSETS: NET VALUE $ - UNFOLDING SEQUENCE FOR DK,RF K22 / V1783: Open ended K22a / V1784: $10,000 or more? K22b / V1785: $25,000 or more? K22c / V1786: $2,000 or more? If K22. = DK,RF go to K22a. Would it amount to $10,000 or more? If YES go to K22b. $25,000 or more? ALL go to K23. [END SEQUENCE] If NO go to K22c. $2,000 or more? ALL go to K23. [END SEQUENCE] If DK,RF go to K23. [END SEQUENCE] V1783C [HH] CATEG: K22. OTH ASSETS: NET VALUE ----------------------------------------------------------------------------- V1784 V1785 V1786 V1783C 0 = GAVE $ IN V1783 380 1 = 0 - 1999 5 . 5 10 2 = 2000 - 9999 5 . 1 59 3 = 10000 - 24999 1 5 . 36 4 = 25000+ 1 1 . 31 5 = 0 - 9999 5 . DK/RF 1 6 = 10000+ 1 DK/RF . 6 .D = 0+ DK . . 14 .R = 0+ RF . . 14 . = INAP, NO OTHER ASSETS [V1783] 5496 V1783F [HH] FLAG: K22. OTH ASSETS: NET VALUE K22. FLAG V1783X OTHER ASSETS, IMPUTE ----------------------------------------------------------------------------- 380 NO IMPUTATION.................. 0 136 COMPLETED UNFOLDING............ 1 7 DK/RF IN LAST UNFOLDING........ 2 14 DK ............................ 7 14 RF............................. 8 14 NOT ASCERTAINED................ 9 5482 INAP, NO OTHER ASSETS V1783X [HH] IMP: K22. OTH ASSETS: NET VALUE USE V1783X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR OTHER ASSETS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 565 25669.53 43000.61 0.00 340000.00 4 ZERO $ AMOUNT....................... 0 5482 INAP, NO OTHER ASSETS [V1783 NE 1] V1787 [HH] K23. DEBTS: ANY K23. 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? ----------------------------------------------------------------------------- 821 YES................................ 1 5076 NO................................. 5 GO TO K36 24 DK................................. .D GO TO K36 52 RF................................. .R GO TO K36 74 INAP, NO FINANCIAL R, PARTIAL INTERVIEW V1787F [HH] FLAG: K23. DEBTS: ANY K23. FLAG HOLDING DEBTS ----------------------------------------------------------------------------- 5896 NOT IMPUTED.................... 0 151 IMPUTED........................ 1 V1787H [HH] HOLD: K23. DEBTS: ANY K23. HOLDING DEBTS ----------------------------------------------------------------------------- 841 R HAS DEBTS.................... 1 5206 R DOES NOT HAVE DEBTS.......... 5 V1788 [HH] K24. DEBTS: TOTAL $ K24. About how much would that amount to? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 702 5418.78 18049.97 10.00 285000.00 102 DK................................ .D 17 RF................................ .R 5226 INAP, NOT HAVE DEBTS [V1787 NE 1] - K24 Total debts unfolding categories K24 / V1788: Open ended K24a / V1789: $10,000 or more? K24b / V1790: $25,000 or more? K24c / V1791: $2,000 or more? V1788C [HH] CATEG: K24. DEBTS: TOTAL $ ----------------------------------------------------------------------------- V1789 V1790 V1791 V1788C 0 = GAVE $ FOR V1788 701 1 = 0 - 1999 5 . 5 46 2 = 2000 - 9999 5 . 1 40 3 = 10000 - 24999 1 5 . 12 4 = 25000+ 1 1 . 5 5 = 0 - 9999 5 . DK/RF 3 6 = 10000+ 1 DK/RF . 1 .D= 0+ DK . . 9 .R= 0+ RF . . 3 . INAP, NOT HAVE DEBTS [V1787 NE 1] 5227 V1788F [HH] FLAG: K24. DEBTS: TOTAL $ K24. FLAG V1788X DEBTS, IMPUTE ----------------------------------------------------------------------------- 701 NO IMPUTATION.................. 0 103 COMPLETED UNFOLDING............ 1 4 DK/RF IN LAST UNFOLDING........ 2 9 DK ............................ 7 3 RF............................. 8 21 NOT ASCERTAINED................ 9 5206 INAP, NOT HAVE DEBTS [V1787 NE 1] V1788X [HH] IMP: K24. DEBTS: TOTAL $ USE V1788X FOR UNFOLDING IMPUTED AND TOTAL VALUES FOR OTHER DEBTS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 841 6185.98 21162.46 10.00 285000.00 5206 INAP, NOT HAVE DEBTS [V1787 NE 1] V1792 [HH] K36. LUMP SUM $500\+: ANY, PAST 2YRS K36. 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? ------------------------------------------------------------------------------ 310 YES................................ 1 5603 NO................................. 5 GO TO K42 11 DK................................. .D GO TO K42 49 RF................................. .R GO TO K42 74 INAP, NO FINANCIAL R, PARTIAL IW V1792F [HH] FLAG: K36. LUMP SUM $500\+ K36 FLAG HOLDING ASSET LUMP SUM ----------------------------------------------------------------------------- 5912 NOT IMPUTED.................... 0 135 IMPUTED........................ 1 V1792H [HH] HOLD: K36. LUMP SUM $500\+ K36 HOLDING ASSET LUMP SUM ----------------------------------------------------------------------------- 319 R HAS ASSET.................... 1 5728 R DOES NOT HAVE ASSET.......... 5 V1793 [HH] K37. LUMP SUM: TYPE-1 V1799 [HH] K37. LUMP SUM: TYPE-2 V1805 [HH] K37. LUMP SUM: TYPE-3 K37-X. What was the (next) largest lump sum from--was it X=1-3 insurance, a pension, an inheritance or something else? ------------------------------------------------------------------------------ V1793 V1799 V1805 101 1 0 Insurance.......................... 1 17 2 1 Pension............................ 2 98 3 0 Inheritance........................ 3 1 (illegal code)..................... 5 104 7 3 OTHER.............................. 7 0 0 0 DK................................. .D 0 0 0 RF................................. .R 5730 6034 6043 INAP, NOT RECEIVE LUMP SUM [V1792 NE 1] V1794 [HH] K38. LUMP SUM: PAYMENT MONTH-1 V1795 [HH] K38a. LUMP SUM: PAYMENT YEAR-1 V1800 [HH] K38. LUMP SUM: PAYMENT MONTH-2 V1801 [HH] K38a. LUMP SUM: PAYMENT YEAR-2 V1806 [HH] K38. LUMP SUM: PAYMENT MONTH-3 V1807 [HH] K38a. LUMP SUM: PAYMENT YEAR-3 K38./K38a. About what month and year was that? ----------------------------------------------------------------------------- MONTH: V1794 V1800 V1806 38 1 1 DK................................ .D 1 0 0 RF................................ .R 5737 6034 6043 INAP, NOT RECEIVE LUMP SUM [V1792 NE 1] YEAR: V1795 V1801 V1807 38 1 1 1991............................... 1 81 8 2 1992............................... 2 170 3 1 1993............................... 3 11 1 0 1994............................... 4 1 (illegal code)..................... 5 7 0 0 DK................................. .D 1 0 0 RF................................. .R 5738 6034 6043 INAP, NOT RECEIVE LUMP SUM [V1792 NE 1] V1796 [HH] K39. LUMP SUM: $ RECEIVED-1 V1802 [HH] K39. LUMP SUM: $ RECEIVED-2 V1808 [HH] K39. LUMP SUM: $ RECEIVED-3 K39-X. About how much was that from the (insurance/pension/ X=1-3 inheritance)? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1796 266 17326.23 34153.10 0.00 300000.00 V1802 13 13133.15 26222.89 700.00 97531.00 V1808 3 25913.67 42605.91 149.00 75092.00 V1796 V1802 V1808 0 0 0 ZERO $ AMOUNT..................... 0 27 0 1 DK................................ .D 17 0 0 RF................................ .R 5737 6034 6043 INAP, NOT RECEIVE LUMP SUM [V1792 NE 1] K39-X. LUMP SUM: $ RECEIVED-X - UNFOLDING SEQUENCE FOR DK,RF X=1-3 K39-1 / V1796/V1802/V1808: Open ended K40-1 / V1797/V1803/V1809: More than $30,000? If K39-X. = DK,RF go to K40-X. Was it more than $30,000? ALL go to K41-X. [END SEQUENCE] V1796C [HH] CATEG: K39. LUMP SUM: $ RECEIVED-1 V1802C [HH] CATEG: K39. LUMP SUM: $ RECEIVED-2 V1808C [HH] CATEG: K39. LUMP SUM: $ RECEIVED-3 ----------------------------------------------------------------------------- V1796C V1802C V1808C 0 = GAVE $ 266 13 0 1 = 0 - 30000 5 8 0 0 2 = 30001+ 1 0 0 0 .D = 0+ DK 1 0 0 .R = 0+ RF 8 0 0 . = INAP, NO LUMP SUM [V1792 NE 1] 5764 6034 6047 V1796F [HH] FLAG: K39. LUMP SUM: $ RECEIVED-1 V1802F [HH] FLAG: K39. LUMP SUM: $ RECEIVED-2 V1808F [HH] FLAG: K39. LUMP SUM: $ RECEIVED-3 K39-1 FLAG V1796X LUMP SUM-1, IMPUTE K39-2 FLAG V1802X LUMP SUM-2, IMPUTE K39-3 FLAG V1808X LUMP SUM-3, IMPUTE ----------------------------------------------------------------------------- V1796F V1802F V1808F 266 13 0 NO IMPUTATION.................. 0 8 0 0 COMPLETED UNFOLDING............ 1 1 0 0 DK ............................ 7 8 0 0 RF............................. 8 36 0 0 NOT ASCERTAINED................ 9 5728 6034 6047 INAP, NO LUMP SUM V1796X [HH] IMP: K39. LUMP SUM: $ RECEIVED-1 V1802X [HH] IMP: K39. LUMP SUM: $ RECEIVED-2 V1808X [HH] IMP: K39. LUMP SUM: $ RECEIVED-3 USE V1796X/V1802X/V1808X FOR UNFOLDING IMPUTED AND TOTAL VALUES FROM LUMP SUMS IN LAST CALENDAR YEAR ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1796X 319 16735.08 33051.81 0.00 300000.00 V1802X 13 13133.15 26222.89 700.00 97531.00 V1808X 4 23185.25 35212.96 149.00 75092.00 V1796X V1802X V1808X 2 . . ZERO $ AMOUNT.......................... 0 5728 6034 6043 INAP, NOT RECEIVE LUMP SUM [V1792 NE 1] K41-X. Did you [or your (husband/wife/partner)] have any X=1-2 other large lump sum payments in the last two years? V1798 [HH] K41. LUMP SUM: OTHER IN LAST 2YRS-1 V1804 [HH] K41. LUMP SUM: OTHER IN LAST 2YRS-2 ------------------------------------------------------------------------------ V1798 V1804 13 4 YES................................ 1 296 9 NO................................. 5 GO TO K42 0 0 DK................................. .D GO TO K42 1 0 RF................................. .R GO TO K42 5737 6034 INAP, NO LUMP SUMS V1798F [HH] FLAG: K41. LUMP SUM: OTHER-1 V1804F [HH] FLAG: K41. LUMP SUM: OTHER-2 K41. FLAG HOLDING ASSET LUMP SUM-1 K41. FLAG HOLDING ASSET LUMP SUM-2 ----------------------------------------------------------------------------- V1798F V1804F 309 13 NOT IMPUTED.................... 0 10 0 IMPUTED........................ 1 5728 6034 INAP, NO LUMP SUMS V1798H [HH] HOLD: K41. LUMP SUM: OTHER-1 V1804H [HH] HOLD: K41. LUMP SUM: OTHER-2 K41. HOLDING ASSET LUMP SUM-1 K41. HOLDING ASSET LUMP SUM-2 ----------------------------------------------------------------------------- V1798H V1804H 13 4 R HAS ASSET.................... 1 306 9 R DOES NOT HAVE ASSET.......... 5 5728 6034 INAP, NO LUMP SUMS V1813 [HH] K42.FINANCIAL BETTER/SAME/WORSE IN 2YRS K42. Looking ahead to two years from now, do you think you [or your (husband/wife/partner)] will be financially better off, about the same, or worse off? ----------------------------------------------------------------------------- 533 BETTER............................. 1 4006 SAME............................... 3 1211 WORSE.............................. 5 204 DK................................. .D 19 RF................................. .R 74 INAP, NO FINACIAL R, PARTIAL IW[Return to Beginning][Table of Contents][Next Section][Previous Section]