HRS 1994 (Wave 2) Documentation


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Section V: Capital Gains (N = 6979) VAR # _____ HHID HHID HRS Household Identifier ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHID 6979 47943 23475 1 99587 PN PN HRS Person Number ____________________________________________________________ PN Code Frequency ------------------ 10 5713 11 6 20 127 30 1071 40 62 W2SUBHH W2SUBHH HRS Wave 2 Sub-Household Identifier ____________________________________________________________ W2SUBHH Code Frequency ----------------------- 0 6763 1 93 2 73 3 50 HHIDPN HHIDPN HRS Household Identifier + Person Number ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHIDPN 6979 47943249 23475199 1010 99587010 W5700 Gave Section V data? ____________________________________________________________ NOTE: Only Financial Respondents were to answer this section, and that was the case. However, due to a number of branchpoints in the instrument (see the box-and-arrow questionnaire for details), some households had no Section V data. This flag indicates which households have data somewhere in Section V. 0. Gave no Section V data 1. Gave Section V data W5700 Code Frequency ----------------------- 0 1002 1 5977 W5701 V1. Now I'd like to ask you some questions about the changes in your (family's) finances over the past several years. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] bought or sold a home that was your primary residence or second home? ____________________________________________________________ 1. Yes 5. No [GO TO V2] 8. Don't Know; DK [GO TO V2] 9. Refused; RF [GO TO V2] 0. Inap. W5701 Code Frequency --------------------- 0 1300 1 434 5 5237 9 8 W5702 V1a. Did you only buy, only sell, both buy and sell, or what? ____________________________________________________________ 1. Only Bought [GO TO V2] 2. Only Sold 3. Both Bought and Sold 7. Other (Specify) 8. Don't Know; DK [GO TO V2] 9. Refused; RF [GO TO V2] 0. Inap. W5702 Code Frequency --------------------- 0 6545 1 129 2 133 3 162 7 10 W5703 V1b. In what month and year did you most recently sell a home? ____________________________________________________________ MONTH: 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5703 6979 0 4 0 99 W5704 YEAR: ____________________________________________________________ 1992-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5704 6979 87 408 0 1994 W5705 V1c. What was the selling price? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V1d] 1-9999993. Dollar Amount [GO TO V1d] 9999994. $9,999,994 or More [GO TO V1d] 9999997. Other (F2 TO Specify) [GO TO V1d] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5705 6979 9592858 1966178 0 9999999 W5706 V1c1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V1c1-V1c3, where "x" is the range the answers fell into.] Code V1c1 V1c2 V1c3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $250,000 2 Yes No Inap $250,000 >= x > $100,000 3 Yes DK/NA Inap x > $100,000 4 No Inap Yes $100,000 >= x > $50,000 5 No Inap No $50,000 >= x 6 No Inap DK/NA $100,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5706 Code Frequency ----------------------- 0 6964 1 1 2 3 4 4 5 3 6 1 7 3 V1d. And when did you buy that home? W5707 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5707 6979 1 10 0 98 W5708 YEAR: ____________________________________________________________ 1900-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5708 6979 91 468 0 9998 W5709 V1e. What was the purchase price? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V1f] 1-9999993. Dollar Amount [GO TO V1f] 9999994. $9,999,994 or More [GO TO V1f] 9999997. Other (F2 to Specify) [GO TO V1f] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5709 6979 9612947 1922143 0 9999999 W5710 V1e1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V1e1-V1e3, where "x" is the range the answers fell into.] Code V1e1 V1e2 V1e3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $50,000 3 Yes DK/NA Inap x > $50,000 4 No Inap Yes $50,000 >= x > $25,000 5 No Inap No $25,000 >= x 6 No Inap DK/NA $50,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5710 Code Frequency ----------------------- 0 6948 1 1 2 8 4 6 5 9 6 1 7 6 W5711 V1f. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you sold any other home that was your primary residence? ____________________________________________________________ 1. Yes 5. No [GO TO V2] 8. Don't Know; DK [GO TO V2] 9. Refused; RF [GO TO V2] 0. Inap. W5711 Code Frequency --------------------- 0 6674 1 7 5 298 V1g. In what month and year was this other home sold? [NOTE: IF MORE THAN ONE, RECORD THE MOST RECENT SALE] W5712 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5712 6979 0 0 0 10 W5713 YEAR: ____________________________________________________________ 1900-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5713 6979 2 63 0 1994 W5714 V1h. What was the selling price? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V1j] 1-9999993. Dollar Amount [GO TO V1j] 9999994. $9,999,994 or More [GO TO V1j] 9999997. Other (F2 TO SPECIFY) [GO TO V1j] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5714 6979 9990057 313719 22000 9999996 W5715 V1h1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V1h1-V1h3, where "x" is the range the answers fell into.] Code V1h1 V1h2 V1h3 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 Inap Yes $50,000 >= x > $25,000 5 No Inap No $25,000 >= x 6 No Inap DK/NA $50,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5715 Code Frequency ----------------------- 0 6979 V1j. And when did you buy that home? W5716 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5716 6979 0 0 0 12 W5717 YEAR: ____________________________________________________________ 1900-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5717 6979 2 63 0 1993 W5718 V1k. What was the purchase price? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V2] 1-9999993. Dollar Amount [GO TO V2] 9999994. $9,999,994 or More [GO TO V2] 9999997. Other (F2 to Specify) [GO TO V2] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5718 6979 9990025 314695 13000 9999996 W5719 V1k1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V1k1-V1k3, where "x" is the range the answers fell into.] Code V1k1 V1k2 V1k3 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 Inap Yes $50,000 >= x > $25,000 5 No Inap No $25,000 >= x 6 No Inap DK/NA $50,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5719 Code Frequency ----------------------- 0 6979 W5720 V2. Since MONTH/YEAR OF WAVE-1 INTERVIEW, did you [or your (husband/wife/partner)] make any major additions or home improvements to a primary residence or second home that you owned? [NOTE: DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP] ____________________________________________________________ 1. Yes 5. No [GO TO V4] 8. Don't Know; DK [GO TO V4] 9. Refused; RF [GO TO V4] 0. Inap. W5720 Code Frequency --------------------- 0 1300 1 1236 5 4436 8 1 9 6 W5721 V2a. What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V4] 1-9999993. Dollar Amount [GO TO V4] 9999994. $9,999,994 or More [GO TO V4] 9999997. Other (F2 to Specify) [GO TO V4] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5721 6979 8344094 3714807 80 9999999 W5722 V2a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V2a1-V2a3, where "x" is the range the answers fell into.] Code V2a1 V2a2 V2a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $50,000 2 Yes No Inap $50,000 >= x > $10,000 3 Yes DK/NA Inap x > $10,000 4 No Inap Yes $10,000 >= x > $2,000 5 No Inap No $2,000 >= x 6 No Inap DK/NA $10,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5722 Code Frequency ----------------------- 0 6904 1 4 2 15 3 2 4 33 5 9 7 12 W5723 V4. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] sold any real estate other than your principle residence or second home, such as land, or rental or investment property? ____________________________________________________________ 1. Yes [GO TO V6] 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W5723 Code Frequency --------------------- 0 4843 1 184 5 1950 8 1 9 1 W5724 V4a. Have you bought any such real estate properties since MONTH/YEAR OF WAVE-1 INTERVIEW? ____________________________________________________________ 1. Yes 5. No [GO TO V7] 8. Don't Know; DK [GO TO V7] 9. Refused; RF [GO TO V7] 0. Inap. W5724 Code Frequency --------------------- 0 5029 1 189 5 1760 8 1 W5725 V5. About how much in total did you pay for this real estate? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V7] 1-9999993. Dollar Amount [GO TO V7] 9999994. $9,999,994 or More [GO TO V7] 9999997. Other (F2 to Specify) [GO TO V7] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5725 6979 9757992 1531766 0 9999999 W5726 V5a-c. Brackets ____________________________________________________________ [BRACKETS: Constructed from V5a-V5c, where "x" is the range the answers fell into.] Code V5a V5b V5c 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 Inap Yes $50,000 >= x > $25,000 5 No Inap No $25,000 >= x 6 No Inap DK/NA $50,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5726 Code Frequency ----------------------- 0 6963 1 1 2 3 4 2 5 3 7 7 W5727 V6. Did you also buy any real estate of this sort since MONTH/YEAR OF WAVE-1 INTERVIEW? ____________________________________________________________ 1. Yes [GO TO V6b] 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W5727 Code Frequency --------------------- 0 6788 1 45 5 145 9 1 W5728 V6a. About how much in total was the dollar value of the real estate you sold since MONTH/YEAR OF WAVE-1 INTERVIEW? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V7] 1-9999993. Dollar Amount [GO TO V7] 9999994. $9,999,994 or More [GO TO V7] 9999997. Other (F2 to Specify) [GO TO V7] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5728 6979 9819622 1325132 0 9999999 W5729 V6a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V6a1-V6a3, where "x" is the range the answers fell into.] Code V6a1 V6a2 V6a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $500,000 2 Yes No Inap $500,000 >= x > $100,000 3 Yes DK/NA Inap x > $100,000 4 No Inap Yes $100,000 >= x > $10,000 5 No Inap No $10,000 >= x 6 No Inap DK/NA $100,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5729 Code Frequency ----------------------- 0 6964 2 2 4 7 5 1 7 5 W5730 V6b. Overall, was the dollar cost of the real estate you bought greater than the dollar value of what you sold (minus commissions), less than the value of what you sold, about equal, or what? [NOTE: PLEASE PROBE IF DK] ____________________________________________________________ 1. Bought More than Sold 2. Bought Less than Sold 3. Bought and Sold about Equal Amounts [GO TO V7] 8. Don't Know; DK [GO TO V7] 9. Refused; RF [GO TO V7] 0. Inap. W5730 Code Frequency --------------------- 0 6934 1 21 2 7 3 16 8 1 W5731 V6c. Roughly, about how much (more/less) did you buy than you sold? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V7] 1-9999993. Dollar Amount [GO TO V7] 9999994. $9,999,994 or More [GO TO V7] 9999997. Other (F2 to Specify) [GO TO V7] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5731 6979 9967412 566895 4000 9999999 W5732 V6c1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V6c1-V6c3, where "x" is the range the answers fell into.] Code V6c1 V6c2 V6c3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $25,000 3 Yes DK/NA Inap x > $25,000 4 No Inap Yes $25,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $25,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5732 Code Frequency ----------------------- 0 6974 1 2 3 1 4 1 7 1 W5733 V7. Since MONTH/YEAR OF WAVE-1 INTERVIEW, did you [or your (husband/wife/partner)] make any major additions or home improvements to any real estate properties that you owned, other than your principle residence or second home? [NOTE: DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP] ____________________________________________________________ 1. Yes 5. No [GO TO V8] 8. Don't Know; DK [GO TO V8] 9. Refused; RF [GO TO V8] 0. Inap. W5733 Code Frequency --------------------- 0 4843 1 153 5 1983 W5734 V7a. What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V8] 1-9999993. Dollar Amount [GO TO V8] 9999994. $9,999,994 or More [GO TO V8] 9999997. Other (F2 to Specify) [GO TO V8] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5734 6979 9789804 1433071 0 9999999 W5735 V7a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V7a1-V7a3, where "x" is the range the answers fell into.] Code V7a1 V7a2 V7a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $50,000 2 Yes No Inap $50,000 >= x > $10,000 3 Yes DK/NA Inap x > $10,000 4 No Inap Yes $10,000 >= x > $2,000 5 No Inap No $2,000 >= x 6 No Inap DK/NA $10,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5735 Code Frequency ----------------------- 0 6971 2 4 5 2 7 2 W5736 V8. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] put personal funds into a privately held business, professional practice, partnership or farm that you own or share ownership in? ____________________________________________________________ 1. Yes 5. No [GO TO V9] 8. Don't Know; DK [GO TO V9] 9. Refused; RF [GO TO V9] 0. Inap. W5736 Code Frequency --------------------- 0 5442 1 291 5 1235 8 2 9 9 W5737 V8a. Altogether, about how much new money did you [or your (husband/wife/partner)] put into that, including any funds that you borrowed personally? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V9] 1-9999993. Dollar Amount [GO TO V9] 9999994. $9,999,994 or More [GO TO V9] 9999997. Other (F2 to Specify) [GO TO V9] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5737 6979 9665514 1795944 0 9999999 W5738 V8a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V8a1-V8a3, where "x" is the range the answers fell into.] Code V8a1 V8a2 V8a3 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 Inap Yes $50,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $50,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5738 Code Frequency ----------------------- 0 6927 1 1 2 6 4 27 5 4 6 3 7 11 W5739 V9. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] sold part or all of any interest in a privately held business, professional practice, partnership or farm? ____________________________________________________________ 1. Yes 5. No [GO TO V11] 8. Don't Know; DK [GO TO V11] 9. Refused; RF [GO TO V11] 0. Inap. W5739 Code Frequency --------------------- 0 5442 1 58 5 1469 8 2 9 8 W5740 V9a. Altogether, about how much did you [or your (husband/wife/partner)] sell your interest for? (What was the selling price?) [NOTE: WE WANT THE PRICE THE BUYER PAID] [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V9b] 1-9999993. Dollar Amount [GO TO V9b] 9999994. $9,999,994 or More [GO TO V9b] 9999997. Other (F2 to Specify) [GO TO V9b] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5740 6979 9935611 793181 0 9999999 W5741 V9a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V9a1-V9a3, where "x" is the range the answers fell into.] Code V9a1 V9a2 V9a3 Bracket ---- ----- ----- ----- ---------------------------- 1 Yes Yes Inap x > $1,000,000 2 Yes No Inap $1,000,000 >= x > $100,000 3 Yes DK/NA Inap x > $100,000 4 No Inap Yes $100,000 >= x > $10,000 5 No Inap No $10,000 >= x 6 No Inap DK/NA $100,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5741 Code Frequency ----------------------- 0 6970 2 1 4 4 5 1 7 3 V9b. In what month and year did you sell that? [NOTE: MOST RECENT SALE, IF MORE THAN ONE] W5742 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5742 6979 0 3 0 99 W5743 YEAR: ____________________________________________________________ 1900-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5743 6979 16 179 0 1994 W5744 V11. Not counting any IRAs, Keoghs or pension accounts, since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] bought any stock, or put money into stock mutual funds, including any automatic reinvestments? ____________________________________________________________ 1. Yes 5. No [GO TO V15] 8. Don't Know; DK [GO TO V15] 9. Refused; RF [GO TO V15] 0. Inap. W5744 Code Frequency --------------------- 0 4352 1 888 5 1702 8 18 9 19 W5745 V12. Did you [or your (husband/wife/partner)] also sell or cash in any such assets? ____________________________________________________________ 1. Yes 5. No [GO TO V14] 8. Don't Know; DK [GO TO V14] 9. Refused; RF [GO TO V14] 0. Inap. W5745 Code Frequency --------------------- 0 6095 1 290 5 592 8 1 9 1 W5746 V13. Did you buy more or sell more -- that is, overall, did you put new money into stocks, stock mutual funds, managed investment accounts or trusts, take money out of them, or put in about as much as you took out? [NOTE: PLEASE PROBE IF DK] ____________________________________________________________ 1. Put money in 2. Take money out 3. Put in about as much as took out [GO TO V21] 8. Don't Know; DK [GO TO V21] 9. Refused; RF [GO TO V21] 0. Inap. W5746 Code Frequency --------------------- 0 6689 1 131 2 46 3 105 8 8 W5747 V13a. About how much more did you [or your (husband/wife/partner)] (put in/take out)? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V21] 1-9999993. Dollar Amount [GO TO V21] 9999994. $9,999,994 or More [GO TO V21] 9999997. Other (F2 to Specify) [GO TO V21] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5747 6979 9800046 1397660 0 9999999 W5748 V13a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V13a1-V13a3, where "x" is the range the answers fell into.] Code V13a1 V13a2 V13a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $50,000 2 Yes No Inap $50,000 >= x > $10,000 3 Yes DK/NA Inap x > $10,000 4 No Inap Yes $10,000 >= x > $2,500 5 No Inap No $2,500 >= x 6 No Inap DK/NA $10,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5748 Code Frequency ----------------------- 0 6942 1 7 2 14 3 2 4 6 5 3 7 5 W5749 V14. Altogether, how much money (including any automatic reinvestment) did you [or your (husband/wife/partner)] put into that? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V21] 1-9999993. Dollar Amount [GO TO V21] 9999994. $9,999,994 or More [GO TO V21] 9999997. Other (F2 to Specify) [GO TO V21] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5749 6979 9392063 2387522 0 9999999 W5750 V14a-c. Brackets ____________________________________________________________ [BRACKETS: Constructed from V14a-V14c, where "x" is the range the answers fell into.] Code V14a V14b V14c Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $25,000 3 Yes DK/NA Inap x > $25,000 4 No Inap Yes $25,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $25,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5750 Code Frequency ----------------------- 0 6817 1 9 2 24 3 2 4 36 5 47 6 4 7 40 W5751 V15. Since MONTH/YEAR OF WAVE-1 INTERVIEW, have you [or your (husband/wife/partner)] sold any shares of stock in publicly held corporations or taken money out of any mutual funds, managed investment accounts or trusts? ____________________________________________________________ 1. Yes 5. No [GO TO V21] 8. Don't Know; DK [GO TO V21] 9. Refused; RF [GO TO V21] 0. Inap. W5751 Code Frequency --------------------- 0 5236 1 168 5 1548 8 8 9 19 W5752 V15a. Altogether, how much money did you [or your (husband/wife/partner)] get from that? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V21] 1-9999993. Dollar Amount [GO TO V21] 9999994. $9,999,994 or More [GO TO V21] 9999997. Other (F2 to Specify) [GO TO V21] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5752 6979 9805468 1379974 0 9999999 W5753 V15a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V15a1-V15a3, where "x" is the range the answers fell into.] Code V15a1 V15a2 V15a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $25,000 3 Yes DK/NA Inap x > $25,000 4 No Inap Yes $25,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $25,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5753 Code Frequency ----------------------- 0 6949 2 5 3 1 4 13 5 3 6 2 7 6 W5754 V21. Sometimes changes in a family's savings or assets are due to people joining or leaving the family. Was there anyone living with you in MONTH/YEAR OF WAVE-1 INTERVIEW who doesn't live with you now and who took $5,000 or more in assets or debts away with them? ____________________________________________________________ 1. Yes, Assets 2. Yes, Debts [GO TO V21b] 3. Both 5. No [GO TO V21b] 8. Don't Know; DK [GO TO V21b] 9. Refused; RF [GO TO V21b] 0. Inap. [GO TO V21b] W5754 Code Frequency --------------------- 0 6950 1 2 5 27 W5755 V21a. Altogether, what is the total dollar value of assets that were removed that way? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V21b] 1-9999993. Dollar Amount [GO TO V21b] 9999994. $9,999,994 or More [GO TO V21b] 9999997. Other (F2 to Specify) [GO TO V21b] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5755 6979 9997132 169180 5000 9999996 W5756 V21a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V21a1-V21a3, where "x" is the range the answers fell into.] Code V21a1 V21a2 V21a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $25,000 3 Yes DK/NA Inap x > $25,000 4 No Inap Yes $25,000 >= x > $10,000 5 No Inap No $10,000 >= x 6 No Inap DK/NA $25,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5756 Code Frequency ----------------------- 0 6979 W5757 V21b. Altogether, what is the total dollar value of debts that were removed that way? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V22] 1-9999993. Dollar Amount [GO TO V22] 9999994. $9,999,994 or More [GO TO V22] 9999997. Other (F2 to Specify) [GO TO V22] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5757 6979 9999996 0 9999996 9999996 W5758 V21b1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V21b1-V21b3, where "x" is the range the answers fell into.] Code V21b1 V21b2 V21b3 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 Inap Yes $10,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $10,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5758 Code Frequency ----------------------- 0 6979 W5759 V22. Is there anyone in your family living with you now who has joined the family since MONTH/YEAR OF WAVE-1 INTERVIEW and who had $5,000 or more in assets or debts at the time they joined the family? ____________________________________________________________ 1. Yes, Assets 2. Yes, Debts [GO TO V22b] 3. Both 5. No [GO TO NEXT SECTION] 8. Don't Know; DK [GO TO NEXT SECTION] 9. Refused; RF [GO TO NEXT SECTION] 0. Inap. [GO TO V22b] W5759 Code Frequency --------------------- 0 6950 1 1 5 27 8 1 W5760 V22a. Altogether, what was the total dollar value of assets that were brought into the family in that way? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [GO TO V22b] 1-9999993. Dollar Amount [GO TO V22b] 9999994. $9,999,994 or More [GO TO V22b] 9999997. Other (F2 to Specify) [GO TO V22b] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5760 6979 9998570 119104 50000 9999996 W5761 V22a1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V21b1-V21b3, where "x" is the range the answers fell into.] Code V22a1 V22a2 V22a3 Bracket ---- ----- ----- ----- ------------------------ 1 Yes Yes Inap x > $100,000 2 Yes No Inap $100,000 >= x > $25,000 3 Yes DK/NA Inap x > $25,000 4 No Inap Yes $25,000 >= x > $10,000 5 No Inap No $10,000 >= x 6 No Inap DK/NA $25,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5761 Code Frequency ----------------------- 0 6979 W5762 V22b. Altogether, what was the total dollar value of debts that were brought into the family in that way? [NOTE: DO NOT PROBE DK] ____________________________________________________________ 0000000. Nothing [NEXT SECTION] 1-9999993. Dollar Amount [NEXT SECTION] 9999994. $9,999,994 or More [NEXT SECTION] 9999997. Other (F2 to Specify) [NEXT SECTION] 9999998. Don't Know; DK 9999999. Refused; RF 9999996. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W5762 6979 9999996 0 9999996 9999996 W5763 V22b1-3. Brackets ____________________________________________________________ [BRACKETS: Constructed from V21b1-V21b3, where "x" is the range the answers fell into.] Code V22b1 V22b2 V22b3 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 Inap Yes $10,000 >= x > $5,000 5 No Inap No $5,000 >= x 6 No Inap DK/NA $10,000 >= x 7 DK/NA Inap Inap (no information) 0. Inap. W5763 Code Frequency ----------------------- 0 6979 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]