*** Output of W:\2000HRS\POSTEXIT\DEV\H2KPE.SPC (Q,/,C,G,V,A,=,*,J,R,L) to Text on *** 6/13/2000 2:05:08 PM by SRC Integrated Utility Set ************************************************************** * * HRS2000 POST EXIT PROXY * * CREATED: 05/15/2000 * MODIFIED: 06/02/2000 * * AUTHOR: PETER SPARKS, KATHY TERRAZAS * COPYRIGHT (C) 2000 REGENTS OF THE UNIVERSITY OF MICHIGAN * /INCLUDE H2KPR Q<451/473> CSX. * KT 6/1/00 CHANGED THE DEFAULT OF THIS ASSIGNMENT TO SLOT 1 SO FILLS WOULD WORK * NOTE: ALL POST EXIT PROXY RS ARE BEING PRELOADED IN THE 1ST SLOT Q474U CS0Y3.R INDEX A14 1X J475 476 1(GE0.LE0)=:POST-EXIT 2000 V_1: Q475U 12 CS0Y4.HRS2000 VERSION Q476TE CSX. Q477TE CSX. Q478TE CSX. Q479TE CSX. Q480U 1 CS0Y7.WHICH HH A14 1X * * WE ARE PULLING FROM VIRGIN PRELOAD FOR 1ST R'S * UNTIL WE GET TO THE R GRID AND KNOW THE SITUATION FOR SURE. * Assign an assumption of 'Not \Coupled' for new cohorts * since new cohorts preloaded as 0 J481 482 0(0.5)+480(1)+M19(Q474)+44(N2)=39M19(Q474)==:6: J481 482 0(0.5)+480(2)+M72(Q474)+97(N2)=92M72(Q474)==:6: * GET PRELOAD COUPLENESS * 1 Married; 3 Partners; 6 Not Part of a Couple * Get Virgin preload coupleness if this is the first R J481 482 M19(Q474)+44(1)+480(1/2)=:/^0=178M160(Q474)=: * Get updated preload coupleness for second Rs J481 482 480(1)=:/^0=37M19(Q474)=: J481 482 480(2)=:/^0=90M72(Q474)=: Q481 CS0Y8.PRELOAD COUPLENESS C0 . C1 PART OF A MARRIED COUPLE C3 PART OF A PARTNERED COUPLE C6 NOT PART OF A COUPLE * * GET PRELOAD COHORT FOR THIS TEST - SHOULD COME EARLIER FOR THE * SCREENING QUESTIONS * NOTE: * 1 = AHEAD * 2 = CODA * 3 = HRS * 4 = WAR BABIES J482 483 M19(Q474)+44(1)+480(1/2)=:/^0=166M160(Q474)=: J482 483 480(1)=:/^0=25M19(Q474)=: J482 483 480(2)=:/^0=78M72(Q474)=: Q482 CS0Y9.PRELOAD COHORT C0 . C1 AHEAD3 (born before 1924) C2 CODA (1924-1930) C3 HRS (1931-1941) C4 WAR BABIES (1942-1947) * * GET PRELOAD MARITAL STATUS * 1,2,3 Married, 4 Separated/Divorced, 5 Widowed, 6 Never Married J483 484 M19(Q474)+44(1)+480(1/2)=:/^0=177M160(Q474)=: J483 484 480(1)=:/^0=36M19(Q474)=: J483 484 480(2)=:/^0=89M72(Q474)=: Q483U CS0Y9a.PRELOAD MARITAL STATUS * * GET PRELOAD REINTERVIEW HH * 1 YES, 5 NO J484 485 480(1)=:/^0=39M19(Q474)=: J484 485 480(2)=:/^0=92M72(Q474)=: Q484U CS0Y10.PRELOAD REINTERVIEW HH * HH1 J485 486 480(1)+474(3)+M19(1)+21(Q473)=:1: J485 486 480(1)+474(3)+M19(2)+21(Q473)=:2: * HH2 J485 486 480(2)+474(3)+M72(1)+74(Q473)=:1: J485 486 480(2)+474(3)+M72(2)+74(Q473)=:2: * IF HH1 THEN THE R IS #1 THEN THE SP IS #2 AND VICE VERSA J485 486 480(1)+474(1)+481(1.3)=:2: J485 486 480(1)+474(2)+481(1.3)=:1: * IF HH2 THEN THE R HAS NO OLD SPOUSE J485 486 480(2)+474(2)+481(1.3)=:1: J485 486 480(2)+474(1)+481(1.3)=:2: J485 486 1(GE0.LE0)=:0: Q485U CS0Y11.WHICH SP IS IN THE HH A14 * *Display "POST-EXIT 2000: V_1" (We can discuss) Q486U CS0Y12.CUR VQ VERSION A48 Q487TE CSX. Q488TE CSX. * PZS 6/9/2000 Removed Q488 (Gender of spouse of R) prob#2558 * THIS MARKS THIS CASE AS A LIVING INTERVIEW * ALL EXIT PROXY INTERVIEWS/SPANISH HAVE A VALUE OF 2 J489 490 1(GE0.LE0)=::3: Q489U 1 CS0Y15.PROXY IW FLAG * J490 491 M19(Q474)+44(1)+480(1/2)=:/^0=176M160(Q474)=: J490 491 480(1)=:/^0=35M19(Q474)=: J490 491 480(2)=:/^0=88M72(Q474)=: Q490U 1 CS0Y16.R GENDER Q491TE CSX. Q492TE CSX. Q493TE CSX. * DISPLAY THE CURRENT VQ VERSION IN THE BANNER * KT 6/12/00 MODIFIED LONG LABEL TO DELETE ILLEGAL CHARACTER Q494U CS1Y4.SHOW VERSION A35 CUR VQ VERS #(DX.) ((NTIME1.N START TIME STAMP)) * J495 496 Q495X CSTEXT1.CSTEXT * SP - THIS IS FOR CS12 C9 husband C10 wife C11 partner C12 * R - THE FOLLOWING CODES ARE USED FOR PROXY ONLY *C13 him *C14 her C15 he C16 she C17 his C18 her C35 (**Q27**)M19(Q474)= C36 (**Q80**)M72(Q474)= ** SPANISH PROXY FILLS *C75 (you) *C76 (he) *C77 (she) *C78 * ((DX.)) ** *C80 (you) *C81 (he) *C82 (she) * * kt 6/6/00 replaced get using Current Coupleness and R Sex per probnum=2545 * PZS 6/9/200 Changed to preloaded sex of R prob#2558 * Husband: R is married and is female G 9=597(1)+490(2) * kt 6/6/00 replaced get using Current Coupleness and R Sex per probnum=2545 * Wife: R is married and Sp is male G 10=597(1)+490(1) * kt 6/6/00 replaced get using Current Coupleness and R Sex per probnum=2545 * Partner: R is partnered G 11=597(3) * kt 6/6/00 replaced get using Current Coupleness per probnum=2545 * All others G 12=597(N1+N3) * PROXY GETS G 13,15,17=490(1) G 14,16,18=490(2) G 35=480(1) G 36=480(N1) * SPANISH PROXY GETS G 75=514(1) G 76=514(3)+490(1) G 77=514(3)+490(2) G 78=514(2) * G 80=514(1) G 81=514(2.3)+490(1) G 82=514(2.3)+490(2) Q496TE CSX. Q<497/505> CSX. Q506U 1 CS0Y20.WHICH IW 1ST R/2ND R A14 1X * PZS 6/6/2000 Modified wording for core/exit preload prob#2536 Q507 CS0.CORRECT R /SCREEN 0 /~IF 303(N1/2) / THIS IS A CORE/EXIT LINE. SUSPEND THE CASE AND / RESELECT THE CORRECT LINE. /~ELSE / IWER: YOU SHOULD BE CONDUCTING A POST-EXIT PROXY FOR THE LATE /~IF 480(1) / (**Q27**)M19(Q474)= (**Q28**)M19(Q474)=, /~ELSE / (**Q80**)M72(Q474)= (**Q81**)M72(Q474)=, /~END / / IF YOU HAVE THE WRONG R OR R IS ALIVE THEN SUSPEND / THIS CASE AND RESELECT THE CORRECT LINE. /~END / C0 INAP C1 CORRECT R - GO ON G 1 J508 507 B507(K1.K2)=YOU MUST ANSWER THIS * PZS 6/6/2000 Added "protection" against core/exit preload prob#2536 J508 507 B303(N1/2)+507(1)=THIS IS A CORE/EXIT SAMPLE LINE -- SUSPEND HERE AND RESTART THE CASE Q508 CS1.R LIVING CHECK /CS1. / IWER: IS (^27M19(Q474)=/^80M72(Q474)=) LIVING? C0 INAP;s C1 YES -- GO BACK TO CSMS AND CHOOSE "Self/Liv Proxy" IW C5 NO G 1,5 J509 508 B508(N5)=SUSPEND THIS CASE. GO BACK TO CSMS. * PETER, I ASSUMED THIS NEXT Q SHOULD BE HERE * THIS SEPARATES LOAD TIME FROM REST OF INTERVIEW Q509U CSTIM2XX.LOAD TIME STAMP A45 N * Q<510/513> CSX. *Q510-Q514 are TE in this document, but don't have to be. The following questions could be renumbered. Q514 CS1A.PROXY/SELF INTERVIEW /CS1A. / IWER: DESIGNATE TYPE OF INTERVIEW: C0 INAP C2 PROXY IS SURVIVING SPOUSE C3 PROXY IS NON-SPOUSE G 2/3 J515 514 B514(N2/3)=YOU MUST ANSWER THIS * Q515 CS1Bxx.CURRENT-WAVE PROXY SAME /CS1Bxx. / PREVIOUS WAVE (EXIT/POST-EXIT) PROXY WAS (**Q221**), (**Q224**). / / CURRENT WAVE POST-EXIT PROXY IS: C0 INAP C1 SAME PERSON AS IN PRIOR-WAVE C2 DIFFERENT/NEW PERSON G 1/2 * PZS 6/6/2000 Added jump for when proxy is the spouse prob#2543 J516 518 515(1).514(2) Q516B CS49xx1.(CS2)-PROXY REL TO DECEASED /CS49xx1. / DESIGNATE THIS PROXY REPORTER'S RELATIONSHIP TO THE DECEASED R. / / RELATIONSHIP: ^C1^B / / WHAT IS THE PROXY'S NAME? ^B C1 SPOUSE C2 DAUGHTER/STEPDAUGH C3 SON/STEPSON C4 DAUGHTER-IN-LAW C5 SON-IN-LAW C6 GRANDDAUGHTER C7 GRANDSON C8 SISTER C9 BROTHER C10 OTHER RELATIVE C11 FRIEND C12 PAID HELPER C13 PROFESSIONAL (SPECIFY);C G 2/13 * Q517UB 20 CS49xx2.(CS2)-PROXY NAME V M * PZS 6/9/2000 Added paran at then of first sentence prob#2566 Q518UP CS0xx.POST-EXIT INTRO /CS0xx. / (As you may know, (^27M19(Q474)=/^80M72(Q474)=) was a part of the Health / and Retirement Study, an important study about issues / of aging.) About two years ago, after (^27M19(Q474)=/^80M72(Q474)=) died, /~IF 515(1) / we spoke with you about (^27M19(Q474)=/^80M72(Q474)=)'s death /~ELSE / we spoke with (**Q221**) about (^27M19(Q474)=/^80M72(Q474)=)'s death /~END / and the health conditions surrounding (his/her) death. / At that time, final settlement of the estate had not / taken place, and we would like to ask a few questions / now about the final estate settlement. * PZS 6/9/2000 Deleted CS2axx prob#2544 Q519TE CSX. Q520TE CSX. * PZS 6/6/2000 Added jump to skip CS2axx if part of date is missing prob#2544 * PZS 6/9/2000 Modified jump prob#2544 J521 524 278(G0).279(G0).280(G1992) Q521B CS2axx1.MONTH OF DEATH /CS2axx1. / What was the date on which (^27M19(Q474)=/^80M72(Q474)=) died? / / MONTH: ^C2^Y1^B / DAY: ^B / YEAR: ^B C0 INAP C1 JAN C2 FEB C3 MAR C4 APR C5 MAY C6 JUN C7 JUL C8 AUG C9 SEP C10 OCT C11 NOV C12 DEC C98 DK C99 RF G 1/12 * 1,7,2,8,3,9,4,10,5,11,6,12 * Q522UB 2 CS2axx2.DAY OF DEATH V ! U__ !(1/31)nR * Q523UB 4 CS2axx3.YEAR OF DEATH V ! U____ !(1850/2001)nR Q<524/570> CSX. Q571TE CSX. Q572TE CSX. Q<573/596> CSX. Q597 CS15D.CURRENT COUPLENESS C0 . C1 PART OF A MARRIED COUPLE C3 PART OF A PARTNERED COUPLE C6 NOT PART OF A COUPLE A14 481 Q598TE CSX. Q599TE CSX. Q600TE CSX. Q601TE CSX. Q602TE CSX. Q603TE CSX. * PREV WAVE SP/PARTNER J604 605 485(0)=:0: J604 605 480(1)+M19(Q485)+45(1/7)=:1: J604 605 480(2)+M72(Q485)+98(1/7)=:1: Q604 CS15Y18.SP ALIVE C0 INAP C1 ALIVE C5 DEAD A14 5X Q605TE CSX. Q<606/753> CSX. J754 755 480(1)=:/(**Q27**)M19(Q474)=: J754 755 1(GE0.LE0)=:/(**Q80**)M72(Q474)=: Q754U 10 CS22Y31.R FIRST NAME Q755TE CSX. Q756TE CSX. J757 758 480(1)=:/^0=35M19(Q474)=: J757 758 1(GE0.LE0)=:/^0=88M72(Q474)=: Q757 CS22Y34.R SEX C0 INAP;s C1 MALE C2 FEMALE G E0/2 G 0/2 Q758TE CSX. * PZS 6/6/2000 Added missing questions for family R prob#2546 J759 760 480(1)=:/^0=41M19(Q474)=: J759 760 1(GE0.LE0)=:/^0=94M72(Q474)=: Q759 CS22Y36.R FAM/NON V105 C0 INAP;s C1 FAMILY C5 NON-FAMILY G E0/5 G 0/5 Q<760/764> CSX. * PZS 6/6/2000 Added missing questions for family R prob#2546 * THE FAMILY R IS PRELOADED AND ASSUMED TO BE CORRECT * RELATIONSHIP CODES FOR THE KIDS ARE BASED UPON THIS * IF THIS IS THE FAMILY R, THEN ASSIGN A 1, ELSE ASSIGN A 0. * ALWAYS UPDATE THE FLAG *J765 766 705(2.3)=:1: J765 766 759(1)=:1: Q765U 1 CS22Y42.IDFM OR IDNFM FLAG A14 0X Q766U CS22Y43.THIS SESSION VQ A48 Q767 CSCALC1.CS CUR DAY TEXT A11 C1 SUN C2 MON C3 TUE C4 WED C5 THU C6 FRI C7 SAT Q768 CSCALC2.CUR MONTH TEXT A9 C0 INAP C1 JAN C2 FEB C3 MAR C4 APR C5 MAY C6 JUN C7 JUL C8 AUG C9 SEP C10 OCT C11 NOV C12 DEC G 1/12 Q769U CS22Y44.CUR DAY 1-31 A10 Q770U CS22Y45.CUR YEAR YYYY A7 Q771U CS22Y46.TIME HH:MM:SS TEMP A17 8 Q772U CS22Y47.TIME HH:MM:SS PERM A17 N8 Q773U CS22Y48.TIME SECONDS A45 N Q774U CS22Y49.TIME YEAR A7 N Q775 CS22Y50.TIME MONTH C 0/12 768 0 A9 N Q776U CSTIME5.DATE/TIME OF VQ FILE A48 N Q777U CS22Y51.CUR DAY 1-31 PERM A10 N * PZS 6/9/2000 Uncommented C36, C77 prob#2557 J778 779 Q778X CSTEXT2.CSTXT1 CSTEXT1 C35 (**Q48**) C36 (**Q49**) C38 (**Q51**) C39 (**Q52**) ** C76 (**Q101**) C77 (**Q102**) C79 (**Q104**) C80 (**Q105**) G 35,36=480(1) G 38,39=480(1)+50(1) G 76,77=480(2) G 79,80=480(2)+103(1) Q779TE CSX. Q<780/889> CSX. * THIS COUNTS THE NUMBER OF CHILDREN IN THE HOUSEHOLD J890 891 480(1)=:/^0=4AM11(1.2.6)=: J890 891 480(2)=:/^0=57AM64(1.2.6)=: Q890U CS49Y13.CS CHILDREN KID A14 J891 892 480(1)=:/^0=4AM12(1.2.6)=: J891 892 480(2)=:/^0=57AM65(1.2.6)=: Q891U CS49Y14.CS CHILDREN SP A14 J892 893 1(GE0.LE0)=:/^0=890A+891A: Q892U CS49Y15.CS ALL CHILDREN A14 Q893U CS49Y16.CS # CHILDREN A14 892U(1/30)= Q<893/1100> CSX. Q<1101/1532> DX. * NOTE: IF NO ZEROS ARE NEEDED IN THE CHILDREN "POPUP", THEN * WILL HAVE TO CHECK FOR ZEROS AND DO APPROPRIATE FILLS OTHERWISE. * * NOTE: CHILDREN INCLUDE RES, AWAY/INST, AWAY/OTHER, NONRES, NO CONTACTS * Lists out all those related to the IDFM J1533 1534 480(1)+765(1)=:/^0=4AM11(1.2.6)+7(1.2.3.5.6)=: J1533 1534 480(N1)+765(1)=:/^0=57AM64(1.2.6)+60(1.2.3.5.6)=: Q1533M 1 D049Y24.C CHILD C0 C<1/30> A14 0X * Lists out all those related to the IDNFM J1534 1535 480(1)+765(N1)=:/^0=4AM12(1.2.6)+7(1.2.3.5.6)=: J1534 1535 480(N1)+765(N1)=:/^0=57AM65(1.2.6)+60(1.2.3.5.6)=: Q1534M 1533 1 D049Y25.SP CHILD A14 0X Q1535M 1533 1 D049Y26.CHILDREN A14 4AM4(Q1533.Q1534)= * Lists out all dead children related to the IDFM J1536 1537 480(1)+765(1)=:/^0=4AM11(1.2.6)+7(4)=: J1536 1537 480(N1)+765(1)=:/^0=57AM64(1.2.6)+60(4)=: Q1536M 1533 1 D049Y27.DEAD C CHILD A14 0X * Lists out all dead children related to the IDNFM J1537 1538 480(1)+765(N1)=:/^0=4AM12(1.2.6)+7(4)=: J1537 1538 480(N1)+765(N1)=:/^0=57AM65(1.2.6)+60(4)=: Q1537M 1533 1 D049Y28.DEAD SP CHILD A14 0X Q1538M 1533 1 D049Y29.DEAD CHILDREN A14 4AM4(Q1536.Q1537)= Q1539M 1533 1 D049Y30.ALL CHILD LINEP A14 4AM4(Q1535.Q1538)= Q1540TE DX. Q1541TE DX. * This lists out non-children co-residents any age J1542 1543 480(1)+765(1)=:/^0=4AM7(1)+11(N1+N2+N6)=: J1542 1543 480(1)+765(N1)=:/^0=4AM7(1)+12(N1+N2+N6)=: J1542 1543 480(N1)+765(1)=:/^0=57AM60(1)+64(N1+N2+N6)=: Q1542U D12Y3.ALL CORESIDENTS A14 57M60(1)+65(N1+N2+N6)= Q<1543/1551> DX. J1552 1553 Q1552X DTEXT6.(CSPTXT2) NEW CHILD SP TEXT C0 INAP;s C<1/20> (NTIME1.N START TIME STAMP)M1554(<1/20> C<21/36> EMPTY C37 DECEASED CHILD C38 ALL CHILDREN;E C39 ALL GRANDCHILDREN EQUALLY;E C<40/96> EMPTY C97 OTHER (SPECIFY);C C98 DK C99 RF G 37,38,39 G 1539 G 97 Q1553TE DX. R1554 1560 Q1554S D147S.(KIDS) INDEX NEW LOOP C<1/20> G 1539 * PZS 4/12/2000 Changed get to look at all nonresidents prob#2513 G 1542 . G S J1555 1556 480(1)+M4(Q1554)+7(4)=:*: J1555 1556 480(N1)+M57(Q1554)+60(4)=:*: J1555 1556 480(1)+M4(Q1554)+7(6)=:?: J1555 1556 480(N1)+M57(Q1554)+60(6)=:?: J1555 1556 Q1555U D049Y32.DEAD KID J1556 1557 480(1)+765(1)+M57(Q1554)+11(6.10)=:+: J1556 1557 480(1)+765(N1)+M57(Q1554)+12(6.10)=:+: J1556 1557 480(N1)+765(1)+M57(Q1554)+64(6.10)=:+: J1556 1557 480(N1)+765(N1)+M57(Q1554)+65(6.10)=:+: J1556 1557 Q1556U D049Y33.IN-LAW J1557 1558 480(1)+M4(Q1554)+13(1.3)=:and: J1557 1558 480(N1)+M57(Q1554)+66(1.3)=:and: J1557 1558 1(GE0.LE0) Q1557U D049Y34.AND J1558 1559 480(1)+M4(Q1554)+14(4)=:*: J1558 1559 480(N1)+M57(Q1554)+67(4)=:*: J1558 1559 480(1)+M4(Q1554)+14(6)=:?: J1558 1559 480(N1)+M57(Q1554)+67(6)=:?: J1558 1559 Q1558U D049Y35.DEAD SP J1559 1560 480(1)=:/(DX.)(NTIME1.N START TIME STAMP)(**Q8**)M4(Q1554)= (DX.) (NTIME1.N START TIME STAMP)(**Q15**)M4(Q1554)=: J1559 1560 480(N1)=:/(DX.)(NTIME1.N START TIME STAMP)(**Q61**)M57(Q1554)= (DX.) (NTIME1.N START TIME STAMP)(**Q68**)M57(Q1554)=: Q1559U D049Y36.NAMES TOGETHER J1560 1554 480(1)=:/(DX.)(NTIME1.N START TIME STAMP)(**Q8**)M4(Q1554)=: J1560 1554 480(N1)=:/(DX.)(NTIME1.N START TIME STAMP)(**Q61**)M57(Q1554)=: Q1560U D049Y37.KID NAMES * * END OF THE LOOP IS ABOVE Q<1561/1627> DX. Q1628TE DX. Q<1629/2029> DX. * * SECTION NX QUESTIONS * Q<2030/2311> NX. Q2312U NTIME1.N START TIME STAMP A45 N Q2313TE NX. Q2314TE NX. Q2315TE NX. Q2316TE NX. J2317 2318 Q2317X NTEXT1.(NTXT1) NTEXT1 C1 or (his/her) husband C2 or (his/her) wife C3 or (his/her) partner C4 C19 and (his/her) husband C20 and (his/her) wife C21 and (his/her) partner C22 G 1,19=597(1)+757(2) G 2,20=597(1)+757(1) G 3,21=597(3) G 4,22=597(N1+N3) Q2318TE NX. Q2319TE NX. Q2320TE NX. Q2321TE NX. * kt 6/6/00 added display for testing purposes Q2322UP NX00.CASE INFO /NX00. CASE INFO FOR DEBUG ONLY / / PRELOAD Q304: (**Q304**) / / CS COUNT OF CHILDREN: (DX.) / / CS CURRENT COUPLENESS: (NTIME1.N START TIME STAMP) / / PR NAME AND RTR PROXY: (**Q221**) (**Q224**) * PZS 5/25/2000 Corrected reference to 304 prob#2542 * ASK THESE QUESTIONS ONLY IF OWNED A HOME IN PREVIOUS WAVE J2323 2396 304(N1+N3) * PZS 6/6/2000 Added code prob#2549 Q2323 N1x.OWNED HOME /N1x. /~IF 604(N1)+514(N2) / Our records show that (DX.) owned a home /~ELSE 604(N1)+514(2) / Our records show that you and (NTIME1.N START TIME STAMP) owned a home /~ELSE 604(1)+514(N2) / Our records show that (he/she) / (and ^495(17/18) husband/and ^495(17/18) wife/and ^495(17/18) partner/*C22*) owned a home /~ELSE / Our records show that you and (he/she) owned a home /~END /~IF 218(N0)+219(N0) / in ((/^51/^52/^101) ^778(36,77) in (**Q218**) (**Q219**). /~ELSE / in ((/^51/^52/^101) ^778(36,77) in the last two years. /~END / Please, let me confirm, did (DX.) still own that home / when (he/she) died? C0 INAP C1 YES C5 NO C7 R DISPUTES RECORD C8 DK C9 RF G 1/7 * PZS 6/6/2000 Revised jump prob#2549 J2324 2358 2323(7.K1.K2) J2324 2343 2323(1) Q2324 N1ax.HAPPENED TO HOME /N1ax. / What happened to that home -- did (NTIME1.N START TIME STAMP) sell it, give it / to someone, or what? C0 INAP C1 GAVE TO SOMEONE C2 SOLD C7 OTHER;C C8 DK C9 RF G 1/7 J2325 2358 2324(N1+N2) J2325 2335 2324(2) Q2325MC 4 N1bx.RELATIVE GIVE HOUSE /N1bx. / To whom did (he/she) give the house, (that is, what / was their relationship to (DX.))? / / CHOOSE ALL THAT APPLY C0 INAP C2 CHILD/CHILD-IN-LAW-/GRANDCHILD C3 OTHER RELATIVE C4 FRIEND C5 CHARITY C7 SOMEONE ELSE C8 DK C9 RF G 2/7 J2326 2335 2325(N2) * PZS 6/9/2000 Adjusted wording for spouse proxy prob#2562 Q2326MC 1552 10 N1cx.WHICH CHILD HOUSE-1 /N1cx. / (Which child is that?) / / CHOOSE ALL THAT APPLY / /~IF 514(2) / IF GRANDCHILD: Which child of yours is the parent / of that grandchild? /~ELSE / IF GRANDCHILD: Which child of (NTIME1.N START TIME STAMP) (or ^495(17/18) husband/or ^495(17/18) wife/or ^495(17/18) partner/*C4*) is the parent / of that grandchild? /~END / /^C3 Q2327TE Q2328TE N2 Q2329TE N2 Q2330TE N2 Q2331TE N2 Q2332TE N2 Q2333TE N2 Q2334TE N2 Q2335UB 7 N2. SELLING PRICE /N2. /~IF 2324(2) / What was the selling price? /~ELSE / What was the value of that house? I mean, what / would it have brought if it had been sold? /~END / / IWER: DO NOT PROBE DK/RF / / ^B V !.U$_,___,___.!(1/9999996)nR J2336 2358 2335(NK1+NK2) Q2336 N2a.DK-1 /N2a. / Did it amount to less than $50,000, more than $50,000, / or what? C0 INAP;s C1 LESS THAN $50,000 C3 ABOUT $50,000 C5 MORE THAN $50,000 C8 DK;s C9 RF;s G 1,3,5 J2337 2338 2336(1) J2337 2339 2336(3.K1.K2) Q2337 N2b.DK-2 /N2b. / (Did it amount to) less than $200,000, more than $200,000, / or what? C0 INAP;s C1 LESS THAN $200,000 C3 ABOUT $200,000 C5 MORE THAN $200,000 C8 DK;s C9 RF;s G 1,3,5 J2338 2339 2337(A) Q2338 N2c.DK-3 /N2c. / (Did it amount to) less than $15,000, more than $15,000, / or what? C0 INAP;s C1 LESS THAN $15,000 C3 ABOUT $15,000 C5 MORE THAN $15,000 C8 DK;s C9 RF;s G 1,3,5 J2339 2358 Q2339TE N3X Q2340TE N3X Q2341TE N3X Q2342TE N3X Q2343 N3x.HOME DISPOSAL /N3x. / What happened to that home after (DX.)'s death: /~IF 514(2) / Do you own it now, /~ELSE 604(1) / Does (his/her) (husband/wife/partner/*C12*) own it now, /~END / was it sold, was it inherited by someone else, has it not / yet been disposed of, or what? C0 INAP C1 SURVIVING SPOUSE STILL OWNS IT C2 SOLD C3 INHERITED C4 NOT YET DISPOSED C7 OTHER;C C8 DK C9 RF G 1/7 J2344 2358 2343(N2/4) J2344 2347 2343(2) J2344 2351 2343(4) Q2344MC 2325 4 N3ax.RELATIVE GIVE HOUSE /N3ax. / Who inherited the house, (that is, what was their / relationship to (NTIME1.N START TIME STAMP))? / / CHOOSE ALL THAT APPLY J2345 2347 2344(N2) * PZS 6/9/2000 Adjusted wording for spouse proxy prob#2562 Q2345MC 1552 10 N3bx.WHICH CHILD HOUSE-1 /N3bx. / (Which child is that?) / / CHOOSE ALL THAT APPLY / /~IF 514(2) / IF GRANDCHILD: Which child of yours is the parent / of that grandchild? /~ELSE / IF GRANDCHILD: Which child of (DX.) (or ^495(17/18) husband/or ^495(17/18) wife/or ^495(17/18) partner/*C4*) is the parent / of that grandchild? /~END / /^C3 Q2346TE Q2347UB N4x.SELLING PRICE /N4x. /~IF 2343(2) / What was the selling price? /~ELSE / What was the value of that house? I mean, what / would it have brought if it had been sold? /~END / / IWER: DO NOT PROBE DK/RF / / ^B V !.U$_,___,___.!(1/9999996)nR J2348 2351 2347(NK1+NK2) Q2348 N4a.DK-1 /N4a. / Did it amount to less than $50,000, more than $50,000, / or what? C0 INAP;s C1 LESS THAN $50,000 C3 ABOUT $50,000 C5 MORE THAN $50,000 C8 DK;s C9 RF;s G 1,3,5 J2349 2350 2348(1) J2349 2351 2348(3.K1.K2) Q2349 N4b.DK-2 /N4b. / (Did it amount to) less than $200,000, more than $200,000, / or what? C0 INAP;s C1 LESS THAN $200,000 C3 ABOUT $200,000 C5 MORE THAN $200,000 C8 DK;s C9 RF;s G 1,3,5 J2350 2351 2349(A) Q2350 N4c.DK-3 /N4c. / (Did it amount to) less than $15,000, more than $15,000, / or what? C0 INAP;s C1 LESS THAN $15,000 C3 ABOUT $15,000 C5 MORE THAN $15,000 C8 DK;s C9 RF;s G 1,3,5 J2351 2358 2343(N4) Q2351 N5x.OCCUPIED /N5x. / Is that home now vacant, or is someone living there? C0 INAP C1 VACANT C2 OCCUPIED C8 DK C9 RF G 1/2 J2352 2358 2351(N2) Q2352MC 4 N5ax.WHO OCCUPIES /N5ax. / Who lives in the house, (that is, what was their / relationship to (NTIME1.N START TIME STAMP))? / / CHOOSE ALL THAT APPLY C0 INAP C1 SPOUSE C2 CHILD/CHILD-IN-LAW/GRANDCHILD C3 OTHER RELATIVE C4 FRIEND C5 CHARITY C7 SOMEONE ELSE C8 DK C9 RF G 1/7 J2353 2358 2352(N2) Q2353TE * PZS 6/9/2000 Adjusted wording for spouse proxy prob#2562 Q2354MC 1552 10 N5bx.WHICH CHILD HOUSE-1 /N5bx. / (Which child is that?) / / CHOOSE ALL THAT APPLY / /~IF 514(2) / IF GRANDCHILD: Which child of yours is the parent / of that grandchild? /~ELSE / IF GRANDCHILD: Which child of (DX.) (or ^495(17/18) husband/or ^495(17/18) wife/or ^495(17/18) partner/*C4*) is the parent / of that grandchild? /~END / /^C3 Q2355TE NX. Q2356TE NX. Q2357TE NX. * PZS 6/9/2000 Removed questions 2358 to 2393 entirely prob#2567 * PZS 5/22/2000 Added jump prob#2537 * Add unconditional jump over second homes for the post-exit proxy * JUMP DESTINATION CHANGED TO CATCH THE NTX1 (Q2401) QUESTION *J2358 2395 Q2358TE NX. Q2359TE NX. Q2360TE NX. Q2361TE NX. Q2362TE NX. Q2363TE NX. Q2364TE NX. Q2365TE NX. Q2366TE NX. Q2367TE NX. Q2368TE NX. Q2369TE NX. Q2370TE NX. Q2371TE NX. Q2372TE NX. Q2373TE NX. Q2374TE NX. Q2375TE NX. Q2376TE NX. Q2377TE NX. Q2378TE NX. Q2379TE NX. Q2380TE NX. Q2381TE NX. Q2382TE NX. Q2383TE NX. Q2384TE NX. Q2385TE NX. Q2386TE NX. Q2387TE NX. Q2388TE NX. Q2389TE NX. Q2390TE NX. Q2391TE NX. Q2392TE NX. Q2393TE NX. Q2394TE NX. Q2395TE NX. Q2396TE NX. Q2397TE NX. Q2398TE NX. Q2399TE NX. Q2400TE NX. NTIME4 N50 TIME STAMP * J2401 2402 Q2401X NTX1.NTEXT1 C21 (**Q8**)M4(Q2454)= C22 (**Q61**)M57(Q2454)= G 21=480(1) G 22=480(2) Q2402TE NX. Q2403TE NX. Q2404TE NX. Q2405TE NX. Q2406TE NX. Q2407TE NX. Q2408TE NX. * PZS 6/6/2000 Added jump per prob#2554 J2409 2421 305(N1) * PZS 6/6/2000 Wording updated prob#2547 * PZS 6/6/2000 "enter 9996 if not settled yet" added prob#2552 * PZS 6/6/2000 widened range to 6 prob#2541 * PZS 6/9/2000 Shortened range back to 5 wide & corrected probe prob#2552 Q2409UB 5 N62x.R EXPENSES /N62x. / We are interested in knowing about expenses associated / with (his/her) death, for funeral expenses, legal fees, / and so on. / / What were the total expenses associated with the death / for things of that type? / / DO NOT PROBE DK/RF / / ENTER 99996 IF NOT SETTLED YET / / AMOUNT: ^B V !.U$__,___.!(0/99996)nR J2410 2414 2409(NK1+NK2) * !! SPANISH IC 7/10/97 WORDING CHANGE Q2410 N62a.DK-1 /N62a. / Did it amount to less than $5,000, more than $5,000, / or what? C0 INAP;s C1 LESS THAN $5,000 C3 ABOUT $5,000 C5 MORE THAN $5,000 C8 DK;s C9 RF;s G 1,3,5 J2411 2413 2410(1) J2411 2414 2410(3.K1.K2) * !! SPANISH IC 7/10/97 WORDING CHANGE Q2411 N62b.DK-2 /N62b. / (Did it amount to) less than $25,000, more than $25,000, / or what? C0 INAP;s C1 LESS THAN $25,000 C3 ABOUT $25,000 C5 MORE THAN $25,000 C8 DK;s C9 RF;s G 1,3,5 J2412 2414 2411(1.3.K1.K2) * !! SPANISH IC 7/10/97 WORDING CHANGE Q2412 N62c.DK-3 /N62c. / (Did it amount to) less than $100,000, more than $100,000, / or what? C0 INAP;s C1 LESS THAN $100,000 C3 ABOUT $100,000 C5 MORE THAN $100,000 C8 DK;s C9 RF;s G 1,3,5 J2413 2414 2412(A) * !! SPANISH IC 7/10/97 WORDING CHANGE Q2413 N62d.DK-4 /N62d. / (Did it amount to) less than $1,000, more than $1,000, / or what? C0 INAP;s C1 LESS THAN $1,000 C3 ABOUT $1,000 C5 MORE THAN $1,000 C8 DK;s C9 RF;s G 1,3,5 Q2414TE NX. Q2415TE NX. Q2416TE NX. Q2417 N62ex.COVERED BY INS /N62ex. / Excluding life insurance, were any of these costs covered by / insurance? C0 INAP;s C1 YES C5 NO C8 DK;s C9 RF;s G 1/5 J2418 2421 2417(5.K1.K2) Q2418UB 7 N62fx.INSURANCE PAY /N62fx. / How much did insurance pay? / / AMOUNT: ^B / OR / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2419 2420 2418(K1.K2.1/9999996) Q2419UB 3 N62gx.INSURANCE PERCENTAGE V !%U___%!(1/100)nR Q2420B N62zx.CONTINUE C0 CONTINUE G 0 * PZS 6/9/2000 Added jump to skip wills & trust questions prob#2561 * Jump the whole set of questions about will and/or trust unless the * estate had not been settled at the time of the exit interview. J2421 2524 304(N2+N3) * * HERE ARE THE QUESTIONS ABOUT THE ESTATE THAT MICHAEL PROPOSED: Q2421 N71x.ASSETS INTO TRUST /N71x. / 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 (his/her) death, had (NTIME1.N START TIME STAMP) put any of (his/her) / assets into a trust? C0 INAP C1 YES C5 NO C8 DK C9 RF G 1/5 * DO WE WANT TO ASK QUESTIONS ABOUT WHAT HAPPENED TO THE TRUST * AFTER R'S DEATH? THAT IS, DID ALL OR PART OF THE ESTATE REMAIN * IN TRUST, WAS THE ESTATE SPLIT BETWEEN THE SURVING SPOUSE * AND OTHERS (TO RETAIN THE $600,000 DEDUCTION FOR BOTH SPOUSES, * FOR EXAMPLE); IF ALL OR PART OF IT REMAINED IN TRUST, IS THE * SURVIVING SPOUSE THE TRUSTEE, OR A CHILD, OR THE TRUST * DEPARTMENT OF A BANK, OR WHAT. Q2422TE N72X Q2423TE N72X Q2424TE N72X Q2425U NTIME2.N72X TIME STAMP A45 N Q2426 2421 N72x.WILL /N72x. /~IF 2421(1) / In addition to the trust, /~END / Did (DX.) have a will that was written and witnessed? J2427 2430 2426(N1) Q2427 2421 N72ax.WILL PROBATED /N72ax. / Has (his/her) will been probated? J2428 2430 2427(N1) Q2428B 18 N72bx.STATE PROBATED /N72bx. IWER: ASK FOR COUNTY AS WELL AS STATE. / In what state was it probated? / ^C3^B / COUNTY: ^B C0 INAP;s C1 ALASKA (AK) C2 ALABAMA (AL) C3 ARIZONA (AZ) C4 ARKANSAS (AR) C5 CALIFORNIA (CA) C6 COLORADO (CO) C7 CONNECTICUT (CT) C8 DELAWARE (DE) C9 FLORIDA (FL) C10 GEORGIA (GA) C11 HAWAII (HI) C12 IDAHO (ID) C13 ILLINOIS (IL) C14 INDIANA (IN) C15 IOWA (IA) C16 KANSAS (KS) C17 KENTUCKY (KY) C18 LOUISIANA (LA) C19 MAINE (ME) C20 MARYLAND (MD) C21 MASSACHUSETTS (MA) C22 MICHIGAN (MI) C23 MINNESOTA (MN) C24 MISSISSIPPI (MS) C25 MISSOURI (MO) C26 MONTANA (MT) C27 NEBRASKA (NE) C28 NEVADA (NV) C29 NEW HAMPSHIRE (NH) C30 NEW JERSEY (NJ) C31 NEW MEXICO (NM) C32 NEW YORK (NY) C33 NORTH CAROLINA (NC) C34 NORTH DAKOTA (ND) C35 OHIO (OH) C36 OKLAHOMA (OK) C37 OREGON (OR) C38 PENNSYLVANIA (PA) C39 RHODE ISLAND (RI) C40 SOUTH CAROLINA (SC) C41 SOUTH DAKOTA (SD) C42 TENNESSEE (TN) C43 TEXAS (TX) C44 UTAH (UT) C45 VERMONT (VT) C46 VIRGINIA (VA) C47 WASHINGTON (WA) C48 WEST VIRGINIA (WV) C49 WISCONSIN (WI) C50 WYOMING (WY) C51 WASHINGTON, D.C. C52 PUERTO RICO C96 SAME STATE C97 OTHER +/ FOREIGN;C C98 DK;s C99 RF;s G 1,19,37 G 2,20,38 G 3,21,39 G 4,22,40 G 5,23,41 G 6,24,42 G 7,25,43 G 8,26,44 G 9,27,45 G 10,28,46 G 11,29,47 G 12,30,48 G 13,31,49 G 14,32,50 G 15,33,51 G 16,34,52 G 17,35,96 G 18,36,97 Q2429UB 20 N72cx.COUNTY PROBATED * IF R HAD A TRUST AND OR A WILL, JUMP TO J74 J2430 2432 2421(1).2427(1) Q2430 N73x.HAPPENED TO ESTATE /N73x. / The next questions are about (NTIME1.N START TIME STAMP)'s assets / and possessions, excluding /~IF 304(1.3) / (his/her) home and /~END / 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? C0 INAP C1 DIVIDED AMONG THE HEIRS C2 NOT YET DISTRIBUTED C3 NOTHING MUCH OF VALUE C7 OTHER (SPECIFY);C C8 DK C9 RF G 1/7 Q2431TE N74X * PZS 5/22/2000 Added new jumps prob#2540 * PZS 6/9/2000 Corrected reference from 2431 to 2430 prob#2568 * Jump to N82xx if "nothing much of value" of DK/RF J2432 2523 2430(3.K1.K2) * IF R WAS NOT MARRIED OR LIVING WITH A PARTNER, JUMP TO N74 J2432 2441 597(N1+N3) * IF NEITHER A WILL NOR A TRUST AND ESTATE NOT YET DISTRIBUTED, JUMP * TO N83 (OR IF THE WILL HAS NOT YET BEEN PROBATED) J2432 2524 2421(N1)+2427(N1)+2430(N1+N7) * PZS 6/9/200 Removed duplicated jump of 597(N1+N3) prob#2568 Q2432 2421 N74x.WILL SPOUSE /N74x. /~IF 2421(1)+2426(1) / Did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / Did (he/she) make provisions in the trust for /~ELSE 2426(1) / Did (he/she) make provisions in the will for /~ELSE / Were any of (his/her) possessions or assets left to /~END /~IF 514(2) / you? /~ELSE / (his/her) (husband/wife/partner/*C12*)? /~END / J2433 2441 2432(N1) Q2433UB 7 N74ax.AMOUNT TO SPOUSE /N74ax. / Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance, /~IF 514(2) / how much did you receive /~ELSE / how much did ((his/her) (husband/wife/partner/*C12*)) receive /~END / from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2434 2435 2433("0".1/9999996.K1.K2) Q2434UB 3 N74aax.PERCENT TO CHILD V !%U___%!(1/100)nR Q2435B N74zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2436 2441 2433("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2436 2441 2433(NK1+NK2)+2434(NK1+NK2) Q2436 2421 N74bx.MORE THAN HALF /N74bx. / Was it more than half of (his/her) estate? J2437 2441 2436(K1.K2) J2437 2439 2436(5) Q2437 2421 N74cx.MORE THAN 75 PERCENT /N74cx. / Was it more than 75 percent of (his/her) estate? J2438 2441 2437(N1) Q2438 2421 N74dx.MORE THAN 90PERCENT /N74dx. / Was it more than 90 percent of (his/her) estate? J2439 2441 2438(A) Q2439 2421 N74ex.MORE THAN 25PERCENT /N74ex. / Was it more than 25 percent of (his/her) estate? J2440 2441 2439(N5) Q2440 2421 N74fx.MORE THAN 10PERCENT /N74fx. / Was it more than 10 percent of (his/her) estate? * IF R HAD NO CHILDREN, GRANDCHILDREN, OR GREAT-GRANDCHILDREN, * JUMP TO N77 *J2441 2464 893(0)+1623(0.K1.K2) J2441 2464 893(0)+249(0) Q2441 2421 N75x.WILL FAMILY /N75x. / (Again,) excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance, /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for any of (his/her) /~ELSE 2421(1) / did (he/she) make provisions in the trust for any / of (his/her) /~ELSE 2426(1) / did (he/she) make provisions in the will for any / of (his/her) /~ELSE / were any of (his/her) (possessions) left to any / of (his/her) /~END /~IF 893(N0)+249(G0) / children or grandchildren (or great-grandchildren)? /~ELSE 893(N0) / children? /~ELSE / grandchildren (or great-grandchildren)? /~END / / IWER: PLEASE RECORD ANY INFORMATION ABOUT ULTIMATE / BENEFICIARIES IN F2 COMMENTS. J2442 2464 2441(N1) * JUMP TO N76 IF ONLY ONE CHILD J2442 2444 893(1) Q2442 2421 N75ax.LEAVE SAME AMOUNT /N75ax. / Did (DX.)'s will provide equally for all of / (his/her) children and their families? * * IF R LEFT SAME AMOUNT TO CHILDREN, SKIP GRANDCHILDREN QUESTION * AND DO NOT ASK LOOPED FOLLOW-UP J2443 2444 2442(1) * * IF R DIDN'T LEAVE THE AMOUNT, CHECK TO SEE IF ANY GRANDCHILDREN. * IF THERE AREN'T ANY, THEN NEED TO ASK LOOPED FOLLOW-UP *J2443 2453 1619(N1) J2443 2453 249(0) Q2443 2421 N75aax.LEAVE SAME GRANDCHILD /N75aax. / Did (he/she) leave the same amount to each of / (his/her) grandchildren? * * IF HAVE GRANDCHILDREN AND R DIDN'T LEAVE THE SAME AMOUNT TO EACH, * THEN NEED TO ASK LOOPED FOLLOW-UP J2444 2453 2443(5.K1.K2) Q2444UB 7 N75bx.AMOUNT TO CHILDREN /N75bx. / Altogether, how much did (he/she) leave for (his/her) /~IF 893(1) / child (grandchild)? /~ELSE / children (grandchildren)? /~END / / IWER: ENTER EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / ENTER 0 IN THE AMOUNT FIELD IF THE CHILDREN / WILL RECEIVE THE ASSETS LATER. / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2445 2446 2444("0".G0.K1.K2) Q2445UB 3 N75abx.PERCENT TO CHILD V !%U___%!(1/100)nR Q2446B N75zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2447 2464 2444("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2447 2464 2444(NK1+NK2)+2445(NK1+NK2) Q2447 2421 N75cx.MORE THAN HALF /N75cx. / Was it more than half of (his/her) estate? J2448 2464 2447(K1.K2) J2448 2450 2447(5) Q2448 2421 N75dx.MORE THAN 75 PERCENT /N75dx. / Was it more than 75 percent of (his/her) estate? J2449 2464 2448(N1) Q2449 2421 N75ex.MORE THAN 90 PERCENT /N75ex. / Was it more than 90 percent of (his/her) estate? J2450 2464 2449(A) Q2450 2421 N75fx.MORE THAN 25 PERCENT /N75fx. / Was it more than 25 percent of (his/her) estate? J2451 2464 2450(N5) Q2451 2421 N75gx.MORE THAN 10 PERCENT /N75gx. / Was it more than 10 percent of (his/her) estate? J2452 2464 480(2) Q2452TE N76X Q2453U NTIME3.N76X CHILD LOOP START TIME A45 N * LOOP THROUGH QUESTIONS N76ax - N76fx FOR EACH CHILD R2454 2463 Q2454S N76x.LOOP AMNT TO FAM C<1/20> G 892 G S Q2455UB 7 N76ax.AMOUNT TO FAMILY /N76ax. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) / how much did (he/she) leave for (^8M4(Q2454)=/^61M57(Q2454)=) and / (his/her) family? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2456 2457 2455("0".1/9999996.K1.K2) Q2456UB 3 N76aax.PERCENT TO CHILD V !%U___%!(0/100)nR Q2457B N76zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2458 2454 2455("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2458 2454 2455(NK1+NK2)+2456(NK1+NK2) Q2458 2421 N76bx.MORE THAN HALF /N76bx. / Was it more than half of (his/her) estate? J2459 2454 2458(K1.K2) J2459 2461 2458(5) Q2459 2421 N76cx.MORE THAN 75 PERCENT /N76cx. / Was it more than 75 percent of (his/her) estate? J2460 2454 2459(N1) Q2460 2421 N76dx.MORE THAN 90 PERCENT /N76dx. / Was it more than 90 percent of (his/her) estate? J2461 2454 2460(A) Q2461 2421 N76ex.MORE THAN 25 PERCENT /N76ex. / Was it more than 25 percent of (his/her) estate? J2462 2454 2461(N5) Q2462 2421 N76fx.MORE THAN 10 PERCENT /N76fx. / Was it more than 10 percent of (his/her) estate? Q2463TE N77X * ABOVE IS THE END OF THE LOOP Q2464U NTIME4.N77X CHILD LOOP END TIME STAMP A45 N Q2465 2421 N77x.WILL CHARITIES /N77x. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / did (he/she) make provisions in the trust for /~ELSE 2426(1) / did (he/she) make provisions in the will for /~ELSE / were any of (his/her) (possessions) left to /~END / charities? J2466 2474 2465(N1) Q2466UB N77ax.AMOUNT TO CHARITIES /N77ax. / How much did charities receive from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2467 2468 2466("0".1/9999996.K1.K2) Q2467UB 3 N77aax.PERCENT TO CHARITY V !%U___%!(1/100)nR Q2468B N77zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2469 2474 2466("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2469 2474 2466(NK1+NK2)+2467(NK1+NK2) Q2469 2421 N77bx.MORE THAN HALF /N77bx. / Was it more than half of (his/her) estate? J2470 2474 2469(K1.K2) J2470 2472 2469(5) Q2470 2421 N77cx.MORE THAN 75 PERCENT /N77cx. / Was it more than 75 percent of (his/her) estate? J2471 2474 2470(N1) Q2471 2421 N77dx.MORE THAN 90 PERCENT /N77dx. / Was it more than 90 percent of (his/her) estate? J2472 2474 2471(A) Q2472 2421 N77ex.MORE THAN 25 PERCENT /N77ex. / Was it more than 25 percent of (his/her) estate? J2473 2474 2472(N5) Q2473 2421 N77fx.MORE THAN 10 PERCENT /N77fx. / Was it more than 10 percent of (his/her) estate? Q2474TE N78X * JUMP TO J79 IF R HAD NO SIBLINGS * - PZS - THIS CANNOT BE DONE SINCE THE QUESTIONS ABOUT IF R HAD * AN BROTHERS OR SISTERS IS NOT ASKED (WAS IN SECTION D) Q2475 2421 N78x.WILL SIBLINGS /N78x. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / did (he/she) make provisions in the trust for /~ELSE 2426(1) / did (he/she) make provisions in the will for /~ELSE / were any of (his/her) (possessions) left to /~END / any of (his/her) brothers or sisters? J2476 2484 2475(N1) Q2476UB 7 N78ax.AMOUNT TO SIBLINGS /N78ax. / Altogether, how much did (his/her) brothers and sisters / receive from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2477 2478 2476("0".1/9999996.K1.K2) Q2477UB 3 N78aax.PERCENT TO CHILD V !%U___%!(1/100)nR Q2478B N78zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2479 2484 2476("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2479 2484 2476(NK1+NK2)+2477(NK1+NK2) Q2479 2421 N78bx.MORE THAN HALF /N78bx. / Was it more than half of (his/her) estate? J2480 2484 2479(K1.K2) J2480 2482 2479(5) Q2480 2421 N78cx.MORE THAN 75 PERCENT /N78cx. / Was it more than 75 percent of (his/her) estate? J2481 2484 2480(N1) Q2481 2421 N78dx.MORE THAN 90 PERCENT /N78dx. / Was it more than 90 percent of (his/her) estate? J2482 2484 2481(A) Q2482 2421 N78ex.MORE THAN 25 PERCENT /N78ex. / Was it more than 25 percent of (his/her) estate? J2483 2484 2482(N5) Q2483 2421 N78fx.MORE THAN 10 PERCENT /N78fx. / Was it more than 10 percent of (his/her) estate? Q2484U NTIME5.N79X TIME STAMP A45 N Q2485 2421 N79x.WILL RELATIVES /N79x. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / did (he/she) make provisions in the trust for /~ELSE 2426(1) / did (he/she) make provisions in the will for /~ELSE / were any of (his/her) (possessions) left to /~END / any other of (his/her) relatives? J2486 2494 2485(N1) Q2486UB 7 N79ax.AMOUNT TO RELATIVES /N79ax. / Altogether, how much did these other relatives / receive from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2487 2488 2486("0".1/9999996.K1.K2) Q2487UB 3 N79aax.PERCENT TO CHILD V !%U___%!(1/100)nR Q2488B N79zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2489 2494 2486("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2489 2494 2486(NK1+NK2)+2487(NK1+NK2) Q2489 2421 N79bx.MORE THAN HALF /N79bx. / Was it more than half of (his/her) estate? J2490 2494 2489(K1.K2) J2490 2492 2489(5) Q2490 2421 N79cx.MORE THAN 75 PERCENT /N79cx. / Was it more than 75 percent of (his/her) estate? J2491 2494 2490(N1) Q2491 2421 N79dx.MORE THAN 90 PERCENT /N79dx. / Was it more than 90 percent of (his/her) estate? J2492 2494 2491(A) Q2492 2421 N79ex.MORE THAN 25 PERCENT /N79ex. / Was it more than 25 percent of (his/her) estate? J2493 2494 2492(N5) Q2493 2421 N79fx.MORE THAN 10 PERCENT /N79fx. / Was it more than 10 percent of (his/her) estate? Q2494TE N80X Q2495 2421 N80x.WILL FRIENDS /N80x. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / did (he/she) make provisions in the trust for /~ELSE 2426(1) / did (he/she) make provisions in the will for /~ELSE / were any of (his/her) (possessions) left to /~END / any of (his/her) friends? J2496 2504 2495(N1) Q2496UB 7 N80ax.AMOUNT TO FRIENDS /N80ax. / Altogether, how much did (his/her) friends / receive from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2497 2498 2496("0".1/9999996.K1.K2) Q2497UB 3 N80aax.PERCENT TO CHILD V !%U___%!(1/100)nR Q2498B N80zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2499 2504 2496("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2499 2504 2496(NK1+NK2)+2497(NK1+NK2) Q2499 2421 N80bx.MORE THAN HALF /N80bx. / Was it more than half of (his/her) estate? J2500 2504 2499(K1.K2) J2500 2502 2499(5) Q2500 2421 N80cx.MORE THAN 75 PERCENT /N80cx. / Was it more than 75 percent of (his/her) estate? J2501 2504 2500(N1) Q2501 2421 N80dx.MORE THAN 90 PERCENT /N80dx. / Was it more than 90 percent of (his/her) estate? J2502 2504 2501(A) Q2502 2421 N80ex.MORE THAN 25 PERCENT /N80ex. / Was it more than 25 percent of (his/her) estate? J2503 2504 2502(N5) Q2503 2421 N80fx.MORE THAN 10 PERCENT /N80fx. / Was it more than 10 percent of (his/her) estate? Q2504TE N81X Q2505 2421 N81x.WILL OTHERS /N81x. / (Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance,) /~IF 2421(1)+2426(1) / did (he/she) make provisions in either the trust or the / will for /~ELSE 2421(1) / did (he/she) make provisions in the trust for /~ELSE 2426(1) / did (he/she) make provisions in the will for /~ELSE / were any of (his/her) (possessions) left to /~END / anyone else or anything else that we have not yet listed? J2506 2514 2505(N1) Q2506UB 7 N81ax.AMOUNT TO OTHERS /N81ax. / Altogether, how much did those others / receive from (his/her) estate? / / ACCEPT EITHER A DOLLAR AMOUNT OR A PERCENTAGE / / IWER: DO NOT PROBE DK/RF / / AMOUNT: ^B / PERCENT: ^B / / ^B V !.U$_,___,___.!(" ",0/9999996)nR J2507 2508 2506("0".1/9999996.K1.K2) Q2507UB 3 N81aax.PERCENT TO CHILD V !%U___%!(1/100)nR Q2508B N81zx.CONTINUE C0 CONTINUE G 0 * UNFOLD IF MISSING DOLLAR AMOUNT J2509 2514 2506("0".1/9999996) * UNFOLD IF MISSING PERCENTAGE J2509 2514 2506(NK1+NK2)+2507(NK1+NK2) Q2509 2421 N81bx.MORE THAN HALF /N81bx. / Was it more than half of (his/her) estate? J2510 2514 2509(K1.K2) J2510 2512 2509(5) Q2510 2421 N81cx.MORE THAN 75 PERCENT /N81cx. / Was it more than 75 percent of (his/her) estate? J2511 2514 2510(N1) Q2511 2421 N81dx.MORE THAN 90 PERCENT /N81dx. / Was it more than 90 percent of (his/her) estate? J2512 2514 2511(A) Q2512 2421 N81ex.MORE THAN 25 PERCENT /N81ex. / Was it more than 25 percent of (his/her) estate? J2513 2514 2512(N5) Q2513 2421 N81fx.MORE THAN 10 PERCENT /N81fx. / Was it more than 10 percent of (his/her) estate? Q2514U 11 N82x.$ VALUE ESTATE /N82x. / Excluding /~IF 304(1.3) / (his/her) home and /~END / any life insurance, / altogether, what was the value of (his/her) estate? / / IWER: DO NOT PROBE DK/RF V !.U$__,___,___,___.!(1/99999999996)nR J2515 2520 2514(NK1+NK2) Q2515 N82bx.DK-1 /N82bx. / Did it amount to less than $100,000, more than $100,000, / or what? C0 INAP;s C1 LESS THAN $100,000 C3 ABOUT $100,000 C5 MORE THAN $100,000 C8 DK;s C9 RF;s G 1,3,5 J2516 2518 2515(1) J2516 2520 2515(3.K1.K2) Q2516 N82cx.DK-2 /N82cx. / Did it amount to less than $500,000, more than $500,000, / or what? C0 INAP;s C1 LESS THAN $500,000 C3 ABOUT $500,000 C5 MORE THAN $500,000 C8 DK;s C9 RF;s G 1,3,5 J2517 2520 2516(1.3.K1.K2) Q2517 N82dx.DK-3 /N82dx. / Did it amount to less than $2,000,000, more than $2,000,000, / or what? C0 INAP;s C1 LESS THAN $2,000,000 C3 ABOUT $2,000,000 C5 MORE THAN $2,000,000 C8 DK;s C9 RF;s G 1,3,5 J2518 2520 2517(A.K1.K2) Q2518 N82ex.DK-4 /N82ex. / Did it amount to less than $25,000, more than $25,000, / or what? C0 INAP;s C1 LESS THAN $25,000 C3 ABOUT $25,000 C5 MORE THAN $25,000 C8 DK;s C9 RF;s G 1,3,5 J2519 2520 2518(3.5.K1.K2) Q2519 N82fx.DK-5 /N82fx. / Did it amount to less than $10,000, more than $10,000, / or what? C0 INAP;s C1 LESS THAN $10,000 C3 ABOUT $10,000 C5 MORE THAN $10,000 C8 DK;s C9 RF;s G 1,3,5 Q2520 2421 N82gx.ESTATE TRUST /N82gx. /~IF 2421(1) / Is any part of (his/her) estate still held in any / type of a trust? /~ELSE / Was any part of (his/her) estate put into a trust after / (he/she) died? /~END / J2521 2523 2520(N1) Q2521MC N82hx.ESTATE TRUSTEE /N82hx. / Who is currently the trustee of this trust? / / CHOOSE ALL THAT APPLY C0 INAP C1 SPOUSE C2 CHILD C3 OTHER RELATIVE C4 ATTORNEY C5 BANK OFFICER/TRUST DEPARTMENT AT A BANK C7 OTHER (SPECIFY);C C8 DK C9 RF G 1/7 J2522 2523 2521(N2) Q2522MC 1552 10 N82jx.WHICH CHILD-1 /N82jx. / (Which child is that?) / / CHOOSE ALL THAT APPLY / /^C3 * PZS 5/22/2000 Added question prob#2540 * ADD OPEN ENDED QUESTION ABOUT R'S POSSESSIONS; * JUMP THOSE WHO WENT THROUGH THE FULL SEQUENCE J2523 2524 2430(N3+NK1+NK3) * PZS 6/6/2000 "about" added to question text prob#2540 Q2523U N82xx. POSSESSIONS-OPEN END /N82xx. / Please give me any information you can about what happened / to (NTIME1.N START TIME STAMP)'s possessions. V M!a_! * PZS 5/22/2000 Added question prob#2540 Q2524UP N83xx. WRAP-UP / / Thank you very much for your time and help in providing this / additional information about (DX.). Q2525U NTIME6.N83 TIME STAMP A45 N Q2820 TN0.TIMESTAMP CLARIFIER /TN0. / IWER: PLEASE CHOOSE THE CIRCUMSTANCE THAT BEST DESCRIBES / THIS CASE IN TERMS OF SUSPENDS OR OTHER PROBLEMS. C0 INAP;s C1 NO PROBLEMS, INTERVIEW COMPLETED IN ONE SESSION (INCLUDING TN) C2 ONE OR MORE SUSPENDS, NO OTHER PROBLEMS C3 OTHER PROBLEMS SUCH AS FREEZES, BUT SUCCESSFUL RECOVERY G 1/3 J2821 2820 B2820(N1/3.K1.K2)=YOU MUST ENTER DATA HERE Q2821U TN1.HELP UNDERSTAND CONFUSION /TN1. / Please provide a few words about this Respondent which might / help the study staff understand any potentially confusing / family situation or relationship. V M!a_! * * PZS 6/6/2000 Removed TN2 since there are no grids prob#2551 Q2822TE Q2823U TN3.AMBIGUOUS SITUATIONS /TN3. / Elaborate on any ambiguous or conflicting information in / this interview that you want the project staff to know about. V M!a_! Q2824U TN4.INTERVIEW SITUATION /TN4. / How would you describe the interview situation? Please add / any clarifying remarks that will be helpful to project staff / when they process this interview. If the respondent should / be recontacted for missing data, is there something project / staff should be aware of? V M!a_! *Add TEs or renumber. * Q2831U TSTIME1.FINAL TIME STAMP A45 N J2833 2834 2830(1) Q2833 TN9Y1.IWER END / / IWER: YOU ARE ABOUT TO EXIT THIS CASE AND COMPLETE IT. C0 INAP C1 COMPLETE THE CASE G 1 Q2834TE L90 208=DK L91 209=RF