Section T: Wills and Life Insurance (Respondent)




HHID       HOUSEHOLD IDENTIFICATION NUMBER
           Section: T    Level: R    Type: Character    Width: 6    Decimals: 0
        .....................................................................
          147      010646-213345. Household Identifier


PN RESPONDENT PERSON IDENTIFICATION NUMBER Section: T Level: R Type: Character Width: 3 Decimals: 0 ..................................................................... 98 010. Person Identifier 4 011. Person Identifier 34 020. Person Identifier 9 030. Person Identifier 2 040. Person Identifier

UPSUBHH 2006 SUB-HOUSEHOLD IDENTIFICATION NUMBER Section: T Level: R Type: Character Width: 1 Decimals: 0 ..................................................................... 138 3. 1st deceased respondent from a household 9 4. 2nd deceased respondent from a household

JSUBHH 2004 SUB-HOUSEHOLD IDENTIFICATION NUMBER Section: T Level: R Type: Character Width: 1 Decimals: 0 ..................................................................... 138 3. 1st deceased respondent from a household 9 4. 2nd deceased respondent from a household

UPPN_SP 2006 SPOUSE PERSON IDENTIFICATION NUMBER Section: T Level: R Type: Character Width: 3 Decimals: 0 ..................................................................... 18 010. Person Identifier 2 011. Person Identifier 27 020. Person Identifier 4 030. Person Identifier 1 040. Person Identifier 95 Blank. No Spouse

UPEXITIW YEAR OF EXIT INTERVIEW Section: T Level: R Type: Numeric Width: 4 Decimals: 0 ..................................................................... 1 1995. Year of Exit Interview 1996. Year of Exit Interview 1998. Year of Exit Interview 2000. Year of Exit Interview 36 2002. Year of Exit Interview 110 2004. Year of Exit Interview

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT101 EX R OWN MAIN RESIDENCE WHEN DIED Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T101_OwnedMainRes [Our records show that [Respondent's First Name]] owned a home/Our records show that you and [Respondent's First Name]]/ owned a home/Our records show that [she/he][ and / and her /his you/husband/wife/partner/ /and you] owned a home] [in [MAIN RES ADDRESS CITY]/[2ND ADDRESS CITY], [STATE]] in [January/February/March/April/May/June/July/August/September/October/ November/December/Refusal/Don't know], [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]./in [MAIN RES ADDRESS CITY]/[2ND ADDRESS CITY], [STATE] in the last two years.] Please, let me confirm, did [FIRST NAME] still own that home when [she/ he] died? ..................................................................... 70 1. YES 2. [VOL]RECORDS INCORRECT 1 5. NO 1 8. DK (Don't Know) 1 9. RF (Refused) 74 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT066 EX EVER OWN MAIN RESIDENCE Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T066_EvrOwnedMainRes Did [FIRST NAME] ever own it? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT102 EX WHAT HAPPENED MAIN RESIDENCE Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T102_DispoMainRes What happened to that home -- did [FIRST NAME] sell it, give it to someone, or what? ..................................................................... 1. GAVE TO SOMEONE 2. SOLD 7. OTHER 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T102_DispoMainRes = GAVETOSOMEONE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT104M1 EX MAIN RESIDENCE GAVE TO RELATIVE - 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T104_GaveMainRes[1] To whom did [she/he] give the house, (that is, what was their relationship to [FIRST NAME] )? CHOOSE all that apply ..................................................................... 1. SPOUSE/PARTNER 2. CHILD/CHILD-IN-LAW 3. OTHER RELATIVE 4. FRIEND 5. CHARITY 6. GRANDCHILD 7. SOMEONE ELSE 8. DK (Donít Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

*Assign T105_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T102_DispoMainRes = GAVETOSOMEONE; IF (CHILDCHILDLAW IN T104_GaveMainRes) OR (GRANDCHILD IN T104_GaveMainRes); *NOT(ELSE)*(IF T054_T105MTemp <> NONRESPONSE); IF T054_T105MTemp = DONTKNOW; *Assign T105_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T102_DispoMainRes = GAVETOSOMEONE; IF (CHILDCHILDLAW IN T104_GaveMainRes) OR (GRANDCHILD IN T104_GaveMainRes); *NOT(ELSE)*(IF T054_T105MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T054_T105MTemp = DONTKNOW); IF T054_T105MTemp = REFUSAL; *Assign T105_[cnt] := aArrayInteger[T054_T105MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T102_DispoMainRes = GAVETOSOMEONE; IF (CHILDCHILDLAW IN T104_GaveMainRes) OR (GRANDCHILD IN T104_GaveMainRes); IF T054_T105MTemp <> NONRESPONSE; IF cnt <= T054_T105MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT105M1 EX MAIN RESIDENCE WHICH CHILD - 1 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T105_[1] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 041-990. Other Person Number 992. DECEASED CHILD 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT107 EX MAIN RESIDENCE VALUE Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITHOUSE.T107_MainResValue What was the [selling price?/value of that house? I mean, what would it have brought if it had been sold?] Do not probe DK/RF ..................................................................... 9999998. DK (Don't Know) 9999999. RF (Refused) 147 Blank. INAP (Inapplicable)

*Assign T108_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T107_MainResValue <> EMPTY AND T107_MainResValue <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT108 EX VALUE MAIN RESIDENCE VALUE - MIN Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITHOUSE.T108_ T108-T110 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 1Up1Down, 2Down BREAKPOINTS: $15,000, $50,000, $200,000 RANDOM ENTRY POINTS: $50,000, $200,000 ENTRY POINT ASSIGNMENT 1 or {NOT 1} AT X502 ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND ..................................................................... 147 Blank. INAP (Inapplicable)

*Assign T109_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T107_MainResValue <> EMPTY AND T107_MainResValue <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT109 EX VALUE MAIN RESIDENCE VALUE - MAX Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITHOUSE.T109_ T108-T110 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 1Up1Down, 2Down BREAKPOINTS: $15,000, $50,000, $200,000 RANDOM ENTRY POINTS: $50,000, $200,000 ENTRY POINT ASSIGNMENT 1 or {NOT 1} AT X502 ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND ..................................................................... 147 Blank. INAP (Inapplicable)

*Assign T110_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT); IF T066_EvrOwnedMainRes = YES; *NOT(ELSE)*(IF T102_DispoMainRes = OTHER); IF (T102_DispoMainRes = GAVETOSOMEONE) OR (T102_DispoMainRes = SOLD); IF T107_MainResValue <> EMPTY AND T107_MainResValue <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT110 EX VALUE MAIN RESIDENCE VALUE - RESULT Section: T Level: R Type: Numeric Width: 2 Decimals: 0 CAI: SecT.EXITHOUSE.T110_ ..................................................................... 98. DK (Don't Know) 99. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT111 EX WHAT HAPPENED MAIN RESIDENCE Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T111_DispMainRes2 What happened to that home after [FIRST NAME] 's death: [Do you own it now, w/Does [her /his ] [ you/husband/wife/partner] own it now, w/W] as it sold, was it inherited by someone else, has it not yet been disposed of, or what? ..................................................................... 1 1. SURVIVING SPOUSE STILL OWNS IT 35 2. SOLD 21 3. INHERITED 10 4. NOT YET DISPOSED 2 6. Home was foreclosed 8. DK (Don't Know) 1 9. RF (Refused) 77 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT113M1 EX MAIN RESIDENCE GAVE TO RELATIVE - 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T113_GaveMainRes2[1] Who inherited the house, (that is, what was their relationship to [FIRST NAME] )? CHOOSE all that apply ..................................................................... 1 1. SPOUSE/PARTNER 14 2. CHILD/CHILD-IN-LAW 1 3. OTHER RELATIVE 4. FRIEND 5. CHARITY 6. GRANDCHILD 1 7. SOMEONE ELSE 1 8. DK (Donít Know) 1 9. RF (Refused) 128 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT113M2 EX MAIN RESIDENCE GAVE TO RELATIVE - 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T113_GaveMainRes2[2] Who inherited the house, (that is, what was their relationship to [FIRST NAME] )? CHOOSE all that apply ..................................................................... 1. SPOUSE/PARTNER 2. CHILD/CHILD-IN-LAW 3. OTHER RELATIVE 4. FRIEND 5. CHARITY 6. GRANDCHILD 7. SOMEONE ELSE 8. DK (Donít Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

*Assign T114_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); IF T055_T114MTemp = DONTKNOW; *Assign T114_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T055_T114MTemp = DONTKNOW); IF T055_T114MTemp = REFUSAL; *Assign T114_[cnt] := aArrayInteger[T055_T114MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); IF T055_T114MTemp <> NONRESPONSE; IF cnt <= T055_T114MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT114M1 EX MAIN RESIDENCE WHICH CHILD - 1 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T114_[1] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 11 041-990. Other Person Number 992. DECEASED CHILD 3 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 133 Blank. INAP (Inapplicable)

*Assign T114_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); IF T055_T114MTemp = DONTKNOW; *Assign T114_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T055_T114MTemp = DONTKNOW); IF T055_T114MTemp = REFUSAL; *Assign T114_[cnt] := aArrayInteger[T055_T114MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); IF T055_T114MTemp <> NONRESPONSE; IF cnt <= T055_T114MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT114M2 EX MAIN RESIDENCE WHICH CHILD - 2 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T114_[2] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 4 041-990. Other Person Number 992. DECEASED CHILD 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 143 Blank. INAP (Inapplicable)

*Assign T114_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); IF T055_T114MTemp = DONTKNOW; *Assign T114_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); *NOT(ELSE)*(IF T055_T114MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T055_T114MTemp = DONTKNOW); IF T055_T114MTemp = REFUSAL; *Assign T114_[cnt] := aArrayInteger[T055_T114MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF T111_DispMainRes2 = OTHERSPECIFY); IF T111_DispMainRes2 = INHERITED; IF (CHILDCHILDLAW IN T113_GaveMainRes2) OR (GRANDCHILD IN T113_GaveMainRes2); IF T055_T114MTemp <> NONRESPONSE; IF cnt <= T055_T114MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT114M3 EX MAIN RESIDENCE WHICH CHILD - 3 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T114_[3] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 041-990. Other Person Number 992. DECEASED CHILD 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT116 EX MAIN RESIDENCE VALUE Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITHOUSE.T116_MainResValue2 What was the [selling price?/value of that house? I mean, what would it have brought if it had been sold?] Do not probe DK/RF ..................................................................... ----------------------------------------------------------------- N Min Max Mean SD Miss 30 5000 1300000 140893.33 235014.32 93 ----------------------------------------------------------------- 17 9999998. DK (Don't Know) 7 9999999. RF (Refused)

*Assign T117_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED); IF T116_MainResValue2 <> EMPTY AND T116_MainResValue2 <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT117 EX MAIN RESIDENCE VALUE - MIN Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITHOUSE.T117_ T117-T119 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 1Up1Down, 2Down BREAKPOINTS: $15,000, $50,000, $200,000 RANDOM ENTRY POINTS: $50,000, $200,000 ENTRY POINT ASSIGNMENT 1 or {NOT 1} AT X503 ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND ..................................................................... 14 0. Value of Breakpoint 2 15001. Value of Breakpoint 1 50000. Value of Breakpoint 6 50001. Value of Breakpoint 1 200001. Value of Breakpoint 123 Blank. INAP (Inapplicable)

*Assign T118_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED); IF T116_MainResValue2 <> EMPTY AND T116_MainResValue2 <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT118 EX MAIN RESIDENCE VALUE - MAX Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITHOUSE.T118_ T117-T119 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 1Up1Down, 2Down BREAKPOINTS: $15,000, $50,000, $200,000 RANDOM ENTRY POINTS: $50,000, $200,000 ENTRY POINT ASSIGNMENT 1 or {NOT 1} AT X503 ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND ..................................................................... 2 14999. Value of Breakpoint 3 49999. Value of Breakpoint 1 50000. Value of Breakpoint 6 199999. Value of Breakpoint 12 99999996. Greater than Maximum Breakpoint 123 Blank. INAP (Inapplicable)

*Assign T119_ := EMPTY: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED); IF T116_MainResValue2 <> EMPTY AND T116_MainResValue2 <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT119 EX MAIN RESIDENCE VALUE - RESULT Section: T Level: R Type: Numeric Width: 2 Decimals: 0 CAI: SecT.EXITHOUSE.T119_ ..................................................................... 8 98. DK (Don't Know) 5 99. RF (Refused) 134 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT120 EX MAIN RESIDENCE - OCCUPIED Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T120_ Is that home now vacant, or is someone living there? ..................................................................... 7 1. VACANT 2 5. OCCUPIED 8. DK (Don't Know) 9. RF (Refused) 138 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT121M1 EX MAIN RESIDENCE - WHO OCCUPIED -1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T121_[1] Who lives in the house, (that is, what was their relationship to [FIRST NAME] )? CHOOSE all that apply ..................................................................... 1. SPOUSE/PARTNER 2 2. CHILD/CHILD-IN-LAW 3. OTHER RELATIVE 4. FRIEND 5. CHARITY 6. GRANDCHILD 7. SOMEONE ELSE 8. DK (Don't Know) 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT121M2 EX MAIN RESIDENCE - WHO OCCUPIED -2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITHOUSE.T121_[2] Who lives in the house, (that is, what was their relationship to [FIRST NAME] )? CHOOSE all that apply ..................................................................... 1. SPOUSE/PARTNER 2. CHILD/CHILD-IN-LAW 3. OTHER RELATIVE 4. FRIEND 5. CHARITY 6. GRANDCHILD 7. SOMEONE ELSE 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

*Assign T122_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); *NOT(ELSE)*(IF T056_T122MTemp <> NONRESPONSE); IF T056_T122MTemp = DONTKNOW; *Assign T122_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); *NOT(ELSE)*(IF T056_T122MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T056_T122MTemp = DONTKNOW); IF T056_T122MTemp = REFUSAL; *Assign T122_[cnt] := aArrayInteger[T056_T122MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); IF T056_T122MTemp <> NONRESPONSE; IF cnt <= T056_T122MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT122M1 EX WHICH CHILD HOUSE-1 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T122_[1] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 2 041-990. Other Person Number 992. DECEASED CHILD 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 145 Blank. INAP (Inapplicable)

*Assign T122_[1] := DONTKNOW: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); *NOT(ELSE)*(IF T056_T122MTemp <> NONRESPONSE); IF T056_T122MTemp = DONTKNOW; *Assign T122_[1] := REFUSAL: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); *NOT(ELSE)*(IF T056_T122MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T056_T122MTemp = DONTKNOW); IF T056_T122MTemp = REFUSAL; *Assign T122_[cnt] := aArrayInteger[T056_T122MTemp[cnt.ORD]: IF ((((piRvarsZ145_TypeExit_V = NEWPOSTEXIT) OR (piRvarsZ145_TypeExit_V = FIRSTREPEATPOST)) OR (piRvarsZ145_TypeExit_V = SECREPEATPOST)) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))) OR (((((piRvarsZ145_TypeExit_V <> NEWPOSTEXIT) AND (piRvarsZ145_TypeExit_V <> FIRSTREPEATPOST)) AND (piRvarsZ145_TypeExit_V <> SECREPEATPOST)) AND (piSecAStartInterviewA007TRAlive_A = NO)) AND (piHHX079_OwnRent_V = OWN)); *NOT(ELSE)*(IF (T101_OwnedMainRes = NO) OR (T101_OwnedMainRes = RECORDSINCORRECT)); IF T101_OwnedMainRes = YES; *NOT(ELSE)*(IF (T111_DispMainRes2 = SOLD) OR (T111_DispMainRes2 = INHERITED)); IF T111_DispMainRes2 = NOTYETDISPOSED; IF T120_ = OCCUPIED; IF (CHILDCHILDLAW IN T121_) OR (GRANDCHILD IN T121_); IF T056_T122MTemp <> NONRESPONSE; IF cnt <= T056_T122MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT122M2 EX WHICH CHILD HOUSE-2 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITHOUSE.T122_[2] (Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of [FIRST NAME OF INDIVIDUAL](or [you/[his/ her] [husband/wife/partner]]) is the parent of that grandchild? ..................................................................... 041-990. Other Person Number 992. DECEASED CHILD 993. ALL CHILDREN 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF (T148_DeathExpenses > 0) OR T148_DeathExpenses = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT152 EX COVERED BY INS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T152_ Excluding life insurance, were any of these costs covered by insurance? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF (T148_DeathExpenses > 0) OR T148_DeathExpenses = NONRESPONSE; IF T152_ = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT153 EX INSURANCE PAY Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T153_ How much did insurance pay? Amount: Or Percent: ..................................................................... 9999998. DK (Don't Know) 9999999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF (T148_DeathExpenses > 0) OR T148_DeathExpenses = NONRESPONSE; IF T152_ = YES; IF T153_ = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT154 EX INSURANCE PERCENTAGE Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T154_ How much did insurance pay? Amount: Or Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT155 EX ASSETS INTO TRUST Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T155_ Sometimes people make provision to leave things to specific family members if something happens to them, others do not. Because we are trying to get a complete picture of family situations, I have a few questions about inheritance. Before [her /his ] death, had [FIRST NAME] put any of [her /his ] assets into a trust? ..................................................................... 23 1. YES 68 5. NO 2 8. DK (Don't Know) 9. RF (Refused) 54 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT156 EX WILL Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T156_HaveWill [In addition to the trust, did/Did] [FIRST NAME] have a will that was written and witnessed? ..................................................................... 81 1. YES 8 5. NO 4 8. DK (Don't Know) 9. RF (Refused) 54 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF T156_HaveWill = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT157 EX WILL PROBATED Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T157_WillProbated Has [her /his ] will been probated? ..................................................................... 40 1. YES 25 2. NO: PROBATE NOT NEEDED 2 3. VOL: NO: NO ASSETS REMAINED TO BE PROBATED 7 4. VOL: NO: ALL ASSETS WERE HELD IN JOINT TENANCY OR IN A TRUST 7 5. NO 8. DK (Don't Know) 9. RF (Refused) 66 Blank. INAP (Inapplicable)

*Assign T158_StateProbate := DONTKNOW: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF T156_HaveWill = YES; IF T157_WillProbated = YES; IF puT158_StateProbate.puState = 98; *Assign T158_StateProbate := REFUSAL: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF T156_HaveWill = YES; IF T157_WillProbated = YES; *NOT(ELSE)*(IF puT158_StateProbate.puState = 98); IF puT158_StateProbate.puState = 99; *Assign T158_StateProbate := puT158_StateProbate.puState: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF T156_HaveWill = YES; IF T157_WillProbated = YES; *NOT(ELSE)*(IF puT158_StateProbate.puState = 98); *NOT(ELSE)*(IF puT158_StateProbate.puState = 99); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT158M EX STATE PROBATED - MASKED Section: T Level: R Type: Numeric Width: 2 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T158_StateProbate In what state was it probated? State: County: User Note: Code categories have been collapsed to protect participant confidentiality. ..................................................................... 6 1. Northeast Region: New England Division (ME, NH, VT, MA, RI, CT) 8 2. Northeast Region: Middle Atlantic Division (NY, NJ, PA) 2 3. Midwest Region: East North Central Division (OH, IN, IL, MI, WI) 4 4. Midwest Region: West North Central Division (MN, IA, MO, ND, SD, NE, KS) 11 5. South Region: South Atlantic Division (DE, MD, DC, VA, WV, NC, SC, GA, FL) 1 6. South Region: East South Central Division (KY, TN, AL, MS) 3 7. South Region: West South Central Division (AR, LA, OK, TX) 8. West Region: Mountain Division (MT, ID, WY, CO, NM, AZ, UT, NV) 5 9. West Region: Pacific Division (WA, OR, CA, AK, HI) 10. U.S., NA state 11. Foreign Country: Not in a Census Division (includes U.S.territories) 96. Same State (see questionnaire) 97. OTHER COUNTRY 98. DK (don't know) 99. RF (refused) 107 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (T155_ <> YES) AND (T157_WillProbated <> YES); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT161 EX HAPPENED TO ESTATE Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T161_ The next questions are about [FIRST NAME] 's assets and possessions, excluding any life insurance. Have they been divided up among the heirs, have they not yet been distributed, was there nothing of much value to distribute, or what? ..................................................................... 32 1. DIVIDED AMONG THE HEIRS, OR RETAINED BY THOSE WITH JOINT TENANCY 2 2. NOT YET DISTRIBUTED 7 3. NOTHING MUCH OF VALUE 7. OTHER (SPECIFY) 8. DK (Donít Know) 9. RF (Refused) 106 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT163 EX WILL/INS PROVIDE - SPOUSE/PARTNER Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T163_WillSpouseP [Did [she/he] make provisions in either the trust or the will for/Did [she/he] make provisions in the trust for/Did [she/he] make provisions in the will for/Were any of [her /his ] possessions or assets left to] [you?/[her /his ] [ you/husband/wife/partner]?] ..................................................................... 32 1. YES 4 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 110 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9002 AMOUNT TRANSFER - SP/P Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T902_WillInsAmt [Excluding /any life insurance, /how much did you receive /how much did ([her /his ] [ you/husband/wife/partner]) receive /from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... ----------------------------------------------------------------- N Min Max Mean SD Miss 12 0 300000 78358.33 113245.38 119 ----------------------------------------------------------------- 9 9999998. DK (Don't Know) 7 9999999. RF (Refused)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9003 PERCENT TRANSFER - SP/P Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T903_WillInsPercent [Excluding /any life insurance, /how much did you receive /how much did ([her /his ] [ you/husband/wife/partner]) receive /from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 4 100. Actual Value 998. DK (Don't Know) 999. RF (Refused) 143 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9004 MORE THAN HALF ESTATE - SP/P Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 12 1. YES 5. NO 2 8. DK (Don't Know) 2 9. RF (Refused) 131 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9005 MORE THAN 75PCT ESTATE - SP/P Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 11 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 135 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9006 MORE THAN 90PCT ESTATE - SP/P Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 11 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 136 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9007 MORE THAN 25PCT ESTATE - SP/P Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss = PARTNERED_VOL); IF T163_WillSpouseP = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9008 MORE THAN 10PCT ESTATE - SP/P Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_1.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT164 EX WILL PROVIDE - CHILD/FAMILY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T164_WillChildren (Again,) excluding any life insurance, [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] any of [her /his ] [children or grandchildren (or great-grandchildren)?/children?/grandchildren (or great-grandchildren)?] Please record any information about ultimate beneficiaries in F2 comments. ..................................................................... 45 1. YES 30 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 71 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF piInitA101_TotalKids > 1; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT165 EX WILL SAME AMT - CHILD/FAMILY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T165_WillSameAmtChld Did [FIRST NAME] 's will provide equally for all of [her /his ] children and their families? We are interested in the total amount given to each of R's children and their spouses and children. ..................................................................... 27 1. YES 6 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 113 Blank. INAP (Inapplicable)

*Assign T166_WillSameAmtGChld := YES: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF piE046orZ114_NumGKids = 1; ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF piE046orZ114_NumGKids = 1); IF (piE046orZ114_NumGKids > 1) AND (piE046orZ114_NumGKids < 81); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT166 EX WILL SAME AMT - GRCHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T166_WillSameAmtGChld Did [she/he] leave the same amount to each of [her /his ] grandchildren? ..................................................................... 1. YES 2 5. NO 8. DK (Don't Know 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9012 AMOUNT TRANSFER - CHILDREN Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T902_WillInsAmt Altogether, how much did [she/he] leave for [her /his ]/ child/ children (grandchild)? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... ----------------------------------------------------------------- N Min Max Mean SD Miss 19 0 350000 77268.47 101078.05 114 ----------------------------------------------------------------- 8 9999998. DK (Don't Know) 6 9999999. RF (Refused)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9013 PERCENT TRANSFER - CHILDREN Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T903_WillInsPercent Altogether, how much did [she/he] leave for [her /his ]/ child/ children (grandchild)? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 4 97-100. Actual Value 1 998. DK (Don't Know) 999. RF (Refused) 142 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9014 MORE THAN HALF ESTATE - CHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 10 1. YES 2 5. NO 3 8. DK (Don't Know) 9. RF (Refused) 132 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9015 MORE THAN 75PCT ESTATE - CHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 10 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 137 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9016 MORE THAN 90PCT ESTATE - CHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 10 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 137 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9017 MORE THAN 25PCT ESTATE - CHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1 1. YES 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES); IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9018 MORE THAN 10PCT ESTATE - CHILDREN Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_2.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_1 OPN OF CHILD IF APPLICABLE - CHILD 1 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T900_ ..................................................................... 7 041-996. Child Person Number 140 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_1 AMOUNT TRANSFER - CHILD 1 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 2 100-90000. Actual Value 1 9999998. DK (Don't Know) 2 9999999. RF (Refused) 142 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_1 PERCENT TRANSFER - CHILD 1 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 2 30-50. Actual Value 998. DK (Don't Know) 999. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_1 MORE THAN HALF ESTATE - CHILD 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 2 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_1 MORE THAN 75PCT ESTATE - CHILD 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_1 MORE THAN 90PCT ESTATE - CHILD 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_1 MORE THAN 25PCT ESTATE - CHILD 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 1 8. DK (Don't Know) 1 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_1 MORE THAN 10PCT ESTATE - CHILD 1 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[1].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_2 OPN OF CHILD IF APPLICABLE - CHILD 2 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T900_ ..................................................................... 7 041-996. Child Person Number 140 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_2 AMOUNT TRANSFER - CHILD 2 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 3 0-6000. Actual Value 1 9999998. DK (Don't Know) 2 9999999. RF (Refused) 141 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_2 PERCENT TRANSFER - CHILD 2 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 1 30. Actual Value 998. DK (Don't Know) 999. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_2 MORE THAN HALF ESTATE - CHILD 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 1 8. DK (Don't Know) 1 9. RF (Refused) 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_2 MORE THAN 75PCT ESTATE - CHILD 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_2 MORE THAN 90PCT ESTATE - CHILD 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_2 MORE THAN 25PCT ESTATE - CHILD 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_2 MORE THAN 10PCT ESTATE - CHILD 2 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[2].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_3 OPN OF CHILD IF APPLICABLE - CHILD 3 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T900_ ..................................................................... 4 041-996. Child Person Number 143 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_3 AMOUNT TRANSFER - CHILD 3 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 3 0-30. Actual Value 9999998. DK (Don't Know) 1 9999999. RF (Refused) 143 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_3 PERCENT TRANSFER - CHILD 3 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_3 MORE THAN HALF ESTATE - CHILD 3 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_3 MORE THAN 75PCT ESTATE - CHILD 3 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_3 MORE THAN 90PCT ESTATE - CHILD 3 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_3 MORE THAN 25PCT ESTATE - CHILD 3 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_3 MORE THAN 10PCT ESTATE - CHILD 3 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[3].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_4 OPN OF CHILD IF APPLICABLE - CHILD 4 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T900_ ..................................................................... 3 041-996. Child Person Number 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_4 AMOUNT TRANSFER - CHILD 4 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 1 0. Actual Value 9999998. DK (Don't Know) 1 9999999. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_4 PERCENT TRANSFER - CHILD 4 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 1 30. Actual Value 998. DK (Don't Know) 999. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_4 MORE THAN HALF ESTATE - CHILD 4 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_4 MORE THAN 75PCT ESTATE - CHILD 4 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_4 MORE THAN 90PCT ESTATE - CHILD 4 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_4 MORE THAN 25PCT ESTATE - CHILD 4 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_4 MORE THAN 10PCT ESTATE - CHILD 4 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[4].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_5 OPN OF CHILD IF APPLICABLE - CHILD 5 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T900_ ..................................................................... 1 041-996. Child Person Number 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_5 AMOUNT TRANSFER - CHILD 5 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 9999998. DK (Don't Know) 1 9999999. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_5 PERCENT TRANSFER - CHILD 5 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_5 MORE THAN HALF ESTATE - CHILD 5 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_5 MORE THAN 75PCT ESTATE - CHILD 5 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_5 MORE THAN 90PCT ESTATE - CHILD 5 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_5 MORE THAN 25PCT ESTATE - CHILD 5 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_5 MORE THAN 10PCT ESTATE - CHILD 5 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[5].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_6 OPN OF CHILD IF APPLICABLE - CHILD 6 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T900_ ..................................................................... 1 041-996. Child Person Number 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_6 AMOUNT TRANSFER - CHILD 6 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 9999998. DK (Don't Know) 1 9999999. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_6 PERCENT TRANSFER - CHILD_6 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_6 MORE THAN HALF ESTATE - CHILD 6 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_6 MORE THAN 75PCT ESTATE - CHILD 6 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_6 MORE THAN 90PCT ESTATE - CHILD 6 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_6 MORE THAN 25PCT ESTATE - CHILD 6 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_6 MORE THAN 10PCT ESTATE - CHILD 6 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[6].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

UPT9020_7 OPN OF CHILD IF APPLICABLE - CHILD 7 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T900_ ..................................................................... 041-996. Child Person Number 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9022_7 AMOUNT TRANSFER - CHILD 7 Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T902_WillInsAmt (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 9999998. DK (Don't Know) 9999999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9023_7 PERCENT TRANSFER - CHILD 7 Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T903_WillInsPercent (Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9024_7 MORE THAN HALF ESTATE - CHILD 7 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9025_7 MORE THAN 75PCT ESTATE - CHILD 7 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9026_7 MORE THAN 90PCT ESTATE - CHILD 7 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9027_7 MORE THAN 25PCT ESTATE - CHILD 7 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF (piInitA101_TotalKids > 0) OR ((piE046orZ114_NumGKids > 0) AND (piE046orZ114_NumGKids < 81)); IF T164_WillChildren = YES; *NOT(ELSE)*(IF ((piInitA101_TotalKids = 1) OR (T165_WillSameAmtChld = YES)) OR (T166_WillSameAmtGChld = YES)); IF icurr <> 0; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9028_7 MORE THAN 10PCT ESTATE - CHILD 7 Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_3[7].T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT168 EX WILL PROVIDE - CHARITIES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T168_WillCharity (Excluding any life insurance,) [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/ did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] charities? ..................................................................... 10 1. YES 70 5. NO 3 8. DK (Don't Know) 2 9. RF (Refused) 62 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9032 AMOUNT TRANSFER - CHARITY Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T902_WillInsAmt How much did charities receive from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 5 75-10000. Actual Value 3 9999998. DK (Don't Know) 1 9999999. RF (Refused) 138 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9033 PERCENT TRANSFER - CHARITY Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T903_WillInsPercent How much did charities receive from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 1 3. Actual Value 998. DK (Don't Know) 999. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9034 MORE THAN HALF ESTATE - CHARITY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 3 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 143 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9035 MORE THAN 75PCT ESTATE - CHARITY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9036 MORE THAN 90PCT ESTATE - CHARITY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9037 MORE THAN 25PCT ESTATE - CHARITY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 1 8. DK (Don't Know) 1 9. RF (Refused) 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T168_WillCharity = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9038 MORE THAN 10PCT ESTATE - CHARITY Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_4.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT169 EX WILL PROVIDE - SIBLINGS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T169_WillSibs (Excluding any life insurance,) [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/ did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] any of [her /his ] brothers or sisters? ..................................................................... 5 1. YES 78 5. NO 8. DK (Don't Know) 2 9. RF (Refused) 62 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9042 AMOUNT TRANSFER - SIBS Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T902_WillInsAmt Altogether, how much did [her /his ] brothers and sisters receive from [her /his] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 3 10000-50000. Actual Value 1 9999998. DK (Don't Know) 1 9999999. RF (Refused) 142 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9043 PERCENT TRANSFER - SIBS Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T903_WillInsPercent Altogether, how much did [her /his ] brothers and sisters receive from [her /his] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9044 MORE THAN HALF ESTATE - SIBS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9045 MORE THAN 75PCT ESTATE - SIBS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9046 MORE THAN 90PCT ESTATE - SIBS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9047 MORE THAN 25PCT ESTATE - SIBS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T169_WillSibs = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9048 MORE THAN 10PCT ESTATE - SIBS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_5.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT170 EX WILL PROVIDE - RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T170_WillRelative (Excluding any life insurance,) [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/ did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] any other of [her /his ] relatives? ..................................................................... 11 1. YES 73 5. NO 8. DK (Don't Know) 1 9. RF (Refused) 62 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9052 AMOUNT TRANSFER - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T902_WillInsAmt Altogether, how much did these other relatives receive from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 3 3000-250000. Actual Value 5 9999998. DK (Don't Know) 3 9999999. RF (Refused) 136 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9053 PERCENT TRANSFER - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T903_WillInsPercent [Excluding /any life insurance, /how much did you receive /how much did ([her /his ] [ you/husband/wife/partner]) receive /from [her /his ] estate?/ Altogether, how much did [she/he] leave for [her /his ]/ child/ children (grandchild)/Altogether, how much did [she/he] leave for [her /his ]/ child/ children (grandchildren)/?/(Excluding /any life insurance,) how much did [she/he] leave for FLChildName and (his/her) family?/How much did charities receive from [her /his ] estate?/Altogether, how much did [her /his ] brothers and sisters receive from [her /his ] estate?/Altogether, how much did these other relatives receive from [her /his ] estate?/Altogether, how much did [her /his ] friends receive from [her /his ] estate?/Altogether, how much did those others receive from [her /his ] estate?/Altogether, how much did [her /his ] children receive from [her /his ] life insurance?/ How much did FLChildName/ and (his/her) family receive from life insurance?/ Altogether, /how much did you receive /how much did [her /his ] [ you/ husband/wife/partner] receive from [her /his ] life insurance?/Altogether, how much did [her /his ] other relatives receive from [her /his ] life insurance?/Altogether, how much did other non-relatives receive from [her /his ] life insurance?] Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9054 MORE THAN HALF ESTATE - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1 1. YES 2 5. NO 3 8. DK (Don't Know) 2 9. RF (Refused) 139 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9055 MORE THAN 75PCT ESTATE - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9056 MORE THAN 90PCT ESTATE - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9057 MORE THAN 25PCT ESTATE - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 2 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 145 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T170_WillRelative = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9058 MORE THAN 10PCT ESTATE - OTHER RELATIVES Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_6.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT171 EX WILL PROVIDE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T171_WillFriends (Excluding any life insurance,) [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/ did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] any of [her /his ] friends? ..................................................................... 3 1. YES 79 5. NO 2 8. DK (Don't Know) 1 9. RF (Refused) 62 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9062 AMOUNT TRANSFER - FRIENDS Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T902_WillInsAmt Altogether, how much did [her /his ] friends receive from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 2 4500-5000. Actual Value 1 9999998. DK (Don't Know) 9999999. RF (Refused) 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9063 PERCENT TRANSFER - FRIENDS Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T903_WillInsPercent Altogether, how much did [her /his ] friends receive from [her /his ] estate? Accept either a dollar amount or a percentage Do not probe DK/RF Amount: Percent: ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9064 MORE THAN HALF ESTATE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9065 MORE THAN 75PCT ESTATE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9066 MORE THAN 90PCT ESTATE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9067 MORE THAN 25PCT ESTATE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T171_WillFriends = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9068 MORE THAN 10PCT ESTATE - FRIENDS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_7.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT172 EX WILL PROVIDE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T172_WillOthers (Excluding any life insurance,) [did [she/he] make provisions in either the trust or the will for/did [she/he] make provisions in the trust for/ did [she/he] make provisions in the will for/were any of [her /his ] (possessions) left to] anyone else or anything else that we have not yet listed? ..................................................................... 3 1. YES 80 5. NO 1 8. DK (Don't Know) 1 9. RF (Refused) 62 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9072 AMOUNT TRANSFER - OTHERS Section: T Level: R Type: Numeric Width: 7 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T902_WillInsAmt Altogether, how much did those others receive from [his/her] estate? [IWER: ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE] [IWER: DO NOT PROBE DK/RF] ..................................................................... 2 8000-180000. Actual Value 1 9999998. DK (Don't Know) 9999999. RF (Refused) 144 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = EMPTY; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9073 PERCENT TRANSFER - OTHERS Section: T Level: R Type: Numeric Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T903_WillInsPercent Altogether, how much did those others receive from [his/her] estate? [IWER: ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE] [IWER: DO NOT PROBE DK/RF] ..................................................................... 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9074 MORE THAN HALF ESTATE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T904_Half Was it more than half of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9075 MORE THAN 75PCT ESTATE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T905_More75 Was it more than 75 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; IF T904_Half = YES; IF T905_More75 = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9076 MORE THAN 90PCT ESTATE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T906_More90 Was it more than 90 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9077 MORE THAN 25PCT ESTATE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T907_More25 Was it more than 25 percent of [her /his ] estate? ..................................................................... 1. YES 1 5. NO 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF ((piSecAStartInterviewA007TRAlive_A = NO) AND NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST])) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND ((piRvarsZ146_HomeWillTrust_V = ASKABTWILL_TRUSTONLY) OR (piRvarsZ146_HomeWillTrust_V = ASKBTHHOMEANDWILL_TRUST))); IF (((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY); IF T172_WillOthers = YES; IF T902_WillInsAmt = NONRESPONSE OR T903_WillInsPercent = NONRESPONSE; *NOT(ELSE)*(IF T904_Half = YES); IF T904_Half = NO; IF T907_More25 = NO; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT9078 MORE THAN 10PCT ESTATE - OTHERS Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.AMOUNT_8.T908_More10 Was it more than 10 percent of [her /his ] estate? ..................................................................... 1. YES 5. NO 1 8. DK (Don't Know) 9. RF (Refused) 146 Blank. INAP (Inapplicable)

ASK: IF (T155_ <> EMPTY AND ((((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY))) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY)); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT173 EX $ VALUE ESTATE Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T173_ValueEstate Excluding any life insurance, altogether what was the value of [her / his ] total estate? Do not probe DK/RF ..................................................................... ----------------------------------------------------------------- N Min Max Mean SD Miss 59 0 3000000 192627.12 403434.37 9 ----------------------------------------------------------------- 45 9999999998. DK (Don't Know) 34 9999999999. RF (Refused)

*Assign T174_ := EMPTY: IF (T155_ <> EMPTY AND ((((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY))) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY)); IF T173_ValueEstate <> EMPTY AND T173_ValueEstate <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT174 EX $ VALUE ESTATE - MIN Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T174_ T174-T176 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 3Up1Down, 2Up2Down, 1Up3Down BREAKPOINTS: $10,000, $25,000, $100,000, $500,000, $2,000,000 RANDOM ENTRY POINTS: $25,000, $100,000, $500,000 ENTRY POINT ASSIGNMENT [1 ($100,000)] or [2 ($25,000] or [{NOT 1 and NOT 2} ($500,000)] AT X511 ..................................................................... 34 0. Value of Breakpoint 1 10000. Value of Breakpoint 16 25001. Value of Breakpoint 1 100000. Value of Breakpoint 21 100001. Value of Breakpoint 2 500000. Value of Breakpoint 3 500001. Value of Breakpoint 1 2000000. Value of Breakpoint 68 Blank. INAP (Inapplicable)

*Assign T175_ := EMPTY: IF (T155_ <> EMPTY AND ((((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY))) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY)); IF T173_ValueEstate <> EMPTY AND T173_ValueEstate <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT175 EX $ VALUE ESTATE - MAX Section: T Level: R Type: Numeric Width: 10 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T175_ T174-T176 Unfolding Sequence Question text: Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 3Up1Down, 2Up2Down, 1Up3Down BREAKPOINTS: $10,000, $25,000, $100,000, $500,000, $2,000,000 RANDOM ENTRY POINTS: $25,000, $100,000, $500,000 ENTRY POINT ASSIGNMENT [1 ($100,000)] or [2 ($25,000] or [{NOT 1 and NOT 2} ($500,000)] AT X511 ..................................................................... 4 9999. Value of Breakpoint 1 10000. Value of Breakpoint 16 99999. Value of Breakpoint 1 100000. Value of Breakpoint 12 499999. Value of Breakpoint 2 500000. Value of Breakpoint 2 1999999. Value of Breakpoint 1 2000000. Value of Breakpoint 40 99999996. Greater than Maximum Breakpoint 68 Blank. INAP (Inapplicable)

*Assign T176_ := EMPTY: IF (T155_ <> EMPTY AND ((((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY))) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY)); IF T173_ValueEstate <> EMPTY AND T173_ValueEstate <> NONRESPONSE; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT176 EX $ VALUE ESTATE - RESULT Section: T Level: R Type: Numeric Width: 2 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T176_ ..................................................................... 15 98. DK (Don't Know) 30 99. RF (Refused) 102 Blank. INAP (Inapplicable)

ASK: IF (T155_ <> EMPTY AND ((((T155_ = YES) OR (T157_WillProbated = YES)) OR (T161_ = DIVIDED)) OR (T161_ = OTHERSPECIFY))) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piRvarsZ146_HomeWillTrust_V = ASKABTHOMEONLY)); IF (NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piHHX079_OwnRent_V = OWN)) OR ((piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]) AND (piSecTEXITHOUSET101_OwnedMainRes = YES)); - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT242 EX INCLUDE VALUE HOUSE Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T242_IncValue Does that include the value of the home? ..................................................................... 55 1. YES 4 5. NO 5 8. DK (Don't Know) 5 9. RF (Refused) 78 Blank. INAP (Inapplicable)

ASK: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF T177_EstateInTrust = YES; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT178M1 EX ESTATE TRUSTEE - WHO Section: T Level: R Type: Numeric Width: 1 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T178_[1] Who is currently the trustee of this trust? CHOOSE all that apply Def: A trustee is a person who administers or manages the trust. ..................................................................... 1. SPOUSE/PARTNER 2. CHILD/CHILD-IN-LAW 3. OTHER RELATIVE 4. ATTORNEY 5. BANK OFFICER/TRUST DEPARTMENT AT A BANK 6. GRANDCHILD 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 147 Blank. INAP (Inapplicable)

*Assign T180_[1] := DONTKNOW: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF T177_EstateInTrust = YES; IF (CHILDCHILDLAW IN T178_) OR (GRANDCHILD IN T178_); *NOT(ELSE)*(IF T065_T180MTemp <> NONRESPONSE); IF T065_T180MTemp = DONTKNOW; *Assign T180_[1] := REFUSAL: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF T177_EstateInTrust = YES; IF (CHILDCHILDLAW IN T178_) OR (GRANDCHILD IN T178_); *NOT(ELSE)*(IF T065_T180MTemp <> NONRESPONSE); *NOT(ELSE)*(IF T065_T180MTemp = DONTKNOW); IF T065_T180MTemp = REFUSAL; *Assign T180_[cnt] := aArrayInteger[T065_T180MTemp[cnt.ORD]: IF NOT (piRvarsZ145_TypeExit_V IN [NEWPOSTEXIT, FIRSTREPEATPOST, SECREPEATPOST]); IF T177_EstateInTrust = YES; IF (CHILDCHILDLAW IN T178_) OR (GRANDCHILD IN T178_); IF T065_T180MTemp <> NONRESPONSE; IF cnt <= T065_T180MTemp.CARDINAL; - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - UPT180M1 EX ESTATE TRUSTEE - WHICH CHILD -1 Section: T Level: R Type: Character Width: 3 Decimals: 0 CAI: SecT.EXITWILLANDDEATH.T180_[1] (Which child is that?) CHOOSE all that apply If grandchild: Which child of [FIRST NAME] [ or / or her /his you/ husband/wife/partner/ /or you] is the parent of that grandchild? ..................................................................... 041-990. Other Person Number 992. DECEASED CHILD 997. OTHER (SPECIFY) 998. DK (Don't Know) 999. RF (Refused) 147 Blank. INAP (Inapplicable)

UPVDATE 2006 DATA MODEL VERSION Section: T Level: R Type: Numeric Width: 1 Decimals: 0 User Note: This variable identifies which data model was used to interview the household. Please reference the data description for a summary of changes in each data model. ..................................................................... 38 1. Version 1 33 2. Version 2 27 3. Version 3 49 4. Version 4

UPVERSN 2006 POST-EXIT RELEASE VERSION NUMBER Section: T Level: R Type: Numeric Width: 1 Decimals: 0 ..................................................................... 147 1. HRS 2006 Post-Exit Release #1