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CONFIDENTIAL - This survey is conducted under the provisions of Title 13, U.S. Code. BUDGET BUR EAU NO. 41-6379.1
The information you provide cannot be used for purposes of taxation, investigation, or regulation. A P P R O V A L E X P I R E S D E C E MB E R 3 1, 1
FORM FRB-2A (1964)1 1 . z -6 4 1
U . S . D E P A R T M E N T OF COMMERCE - BUREAU OF THE CENSUS
FOR THEBOA RDOF GOVERNORSOF THE
FEDERAL RESERVE SYSTEM
SURVEY O F CHAN GES IN FAMIL Y FINANCES - 1964
INSTRUCTIONS FOR COMPLETING THIS QUESTIONNAIRE
This fo rm is designed to cover the changes in your family’s finances during the year 1963. For
some assets we are asking you to record the total amount purchased or invested and the total
amount sold or withdrawn during 1963. For other assets and for debts we are asking you to
provide a December 31,1963, balance, and we will compute changes based on the information
that you provided last spring.
Family unit - In order to get a com plete picture of change in family finances during 1963 we
need information for all persons who were family m embers as of December 31, 1962. For your
convenience those persons are listed in the Family Mem ber List. If family mem bership has
changed since December 31, 1962, the Family Member List has special instructions covering
the situation.
Information reported last year - In the following pages we have entered some of the informationthat you gave last yea r to mak e it easier to recall changes during the year. If an entry does no t
correctly represent the assets and debts of the family group for which you are reporting, correct
the entry for last year.
Recording the information - This form allows for a wide variety of situations, not all of which
will be relevant for any one family. On the other hand, it may not be adequate to cover certain
special situations. If it is not clear whe re a particular asset or debt is to be reporte d, we would
apprec iate your giving a brief explanation either to the interviewer or in written no tes.
Please report separately for head, wife, and all other family mem bers when indicated, unless
assets are jointly owned . When assets are held jointly by family mem bers, report the values
only once -under the principal person owning the asset. If assets are held by family mem bers
jointly with persons outside the family, report only the portion belonging to family m embers.
l3e sure to report transactions in assets which were both acquired and sold during 19 63.
Please consult records in proI-‘ding this information; these data should be as accurate as possi-
ble. Indicate whe ther you consulted record s in answering each question by checking the appro-
priate box.
For families reporting businesses or professions - Some assets may be used for both business
and personal purpo ses. When a checking account is used for both purpos es, the entire balance
should be reported as a business asset. For purcha ses and sales of other assets , e.g., resi-
dences or automob iles, and for related debts divide the transaction into the approp riate business
and nonbusiness categories .
For families with formal trusts - Do not record the financial activities or holdings of formal
trusts.
Again we stress the confidential and impersonal nature of these d ata. The information you pro-
vide will be tabulated into impersonal statistical summ aries which cover the replies of many
families.
CENSUS USE ONLY
[nterview I (Date ) interview II (Apporntment d a t e ) Sample Control No.
[nterviewer (Name) Telephone No.
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1. PURCHASES AND SALES OF AUTOMOBILES DURING 1963
dar k (X) i f NO PURCHASES OR SALES of au tomobi les +
T
Purchases of automobiles during 1963 by all family members RecordsProceeds from automobiles
sold for cash during 1963consulted?
Price charged Trade-in allowance(Exclude trade-ins)
( 1 ) ( 2 ) ( 3 )Yes No
0 None 0 None
u CI
$ $
0 None 0 None
$ sg
0 n
0 None 0 None
$
iI! @
91
c] None u None
cl 0
3t !?
0 None 0 None
cl cl
9t $
0 None 0 None
0 cl
$ t
2. CHECKING ACCOUNT S IN BA NKS
(/,I reportinq balances for December 37, 7963, be sure to include new acc ounts opened in 1963.)
1
As of December 31, 1962 As of December 3 1, 1963
Family memberNumber of Total balance Number of Total balance
accounts in all accounts accounts in all accounts
(1) (2) (3) (4) (5)
0 None 0 None 0 None u None
lead $ 4;:
n None 0 None m None 0 None
(iife 8 $
0 None 0 None 0 None m None
III other family members $ 4t
dotes
Records
consulted?
Yes No
u ‘r-
u rr
u c?
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3. BONDS AND DEBENTURES
ItemTotal face or par value
Purchases during 1963 redemptions,, and retirements consulte
reported on December 3 1, 1962(Do no t i nc lude brokers’ dwng 1963
fees a nd taxes) ( Do n ot d ed u ct b r ok e rs ’ f ee s,
(1) (2)
taxes, etc.)(3) (4)
Yes
I
Icl NOIlL- 0 None a None
1 lead $ JI t__---__-~-_-------_-----~-..~~-~---__-~-~---~.--~-_-----~-_-__~
[-III None
A. U.S. Savings Bonds
L] None 9 None
I Wife S s s00
-__-_-____-_______-_--~~--.~--------~----~--~~~---_____________
I Cl Non.21All other
u None u None
1amily members $ s $
B. Federal 1. U.S. Government bills, 1 0 None 0 Nonenotes, and certificates 1
0 None
Government 1Headmarketable
J1 t
l-_--_-________------------. .
securities, I0 None
4&______------_-____.__~---_--_--___-
NMC
including 1Wife $ t dC l0
those ofä ----_-__----____-______--. __--_--_-___-_-__--_---__-________
Federal
0 None a None 3 None
IAll other
corporations ,family members $ J1 $
and 2. U.S. Government bonds1El NOa,? 0 None
(other than Savings
u None
agenciesBonds) I llead s $ JI
_-_--___-._--_----------~-..~~-~~---~---__- .__. -________________
I
0 None 0 None 0 None
I Wife J 4 S00
r- - - - - - - - - _ _ - _ - _ - - - _ _ - - - - - ~ . - - - ~ ~~ ~~ ~- - ~ ~- - - ~ ~ ~ ~- - - ~ _ _ - - _ - ~ ~- ~ -
’ All otherc] None u None 0 None
!f amily members $ # #r
E. Other 1. State and local n None 0 Nonegovernments
0 None
marketable I
bonds,~‘“d______.s_---_--_--______.-J__________________~_-_-_-_--_-__--_
notes, or I .
0 None /-J None 0 None
debentures 1Wife $ $ s00
--------_-----------------a ------__-__-_-_--.---------------_-II All other
0 None 0 None 0 None
I family members $ s $
2. Foreign corporations ’El N0a.Z 0 None 0 None
and governmentsi Head JI
r-------
t J1---------------------------________ ______
0 None 0 None 0 None
‘2°C ______s $ JI00
____--_---~---_-_--_~__--_--~----~~-~~~~~~~~~-~~~-~-I - -1 All other
0 None 0 None L] None
1 amily members $ 4 B
3. Domestic corporations I
I
0 None 0 None u None
1 Head $ $ x-___---___-------_--_______.I
____--_--_----______--_______--~---
I0 None 0 None a None
pife t
00
$ $___-__-.C_-__-_---~~~---------------~~~---.~____~~__-_-__-__
’All other
0 None [3 None 0 None
! family members $3 II
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El cl
Cl
0
cl
0 u cl cl cl 0 0 cl il cl cl cl
0 0 iJ cl cl 0 cl cl 0 0 0 cl 0 0
3cl
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Page 5
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5. OWN HOME, VACATION HOME, AND OTHER REAL ESTATE
(Do not report real es ta te included in the values reported for professions or businesses.)
Other real estate
Item Principal residenceVacation homes and (residential rental propert
ocher residences owned commercial and industria
property, undeveloped land,
( 1 1 ( 2 ) ( 3 ) ( 4 )
El NolIe 0 None m None
A. Value of all property owned on December 31, 1962
r;1 None b NonI?& NOI-I‘Z
6. Mortgage debt as of December 3 1, 1962 $ $ J
0 None 0 None 0 None
C. Morrga e debt cwed on all property owned as of
Decem er 3 1, 1963 $ S
t NolIe 0 None 0 None
D. Property purchased during 1963 (Purchase price) S t d
0 None 0 None 0 None
E. Cost of improvements made during 1963 on property owned at any
time in 1961 (Do nof include ordinary repairs) $ d d;
0 None [7 None m None
F. Total sales price of all property sold during 1963
(Do not deduct brokers’ fees, taxes, etc.) J) s J
IRecords consulted? W u Yes u No 10 Yes u No I 0 Yes
IEl No
I
Notes
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4 q
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-!I--LL
00
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_. . ___._ -. - .___ L Y d I - 1. .” _“,,....___
. Publicly Traded Stocks or Shares in Mutual Funds and Investment Clubs Acquired During 1963
Did you or any member of this family acquire shores of on issue not held on Decembe r 31, 1%~
0 Yes (Please complete table)+
0 No (Skip to page 12)
Records consulted? + 0 Yes 0
Type of issue
Family (M ark IX) o n e)Acquisitions during 1963 Shares sold during 1963
z member(3) Purchases Stock splits
“E (H-Head Full name of issuing and stock Number Total proceeds
2 W-Wife, corporation, fund, or club 2 Number Total paid dividends ofOther-
(Do no t deduct brokers’-u
8 aJ E” of (Do no t include( Nu m b e r o f
shares fees, taxes, etc.)S
~Specify~~:: a d d i t i o n a l
i $3 5,shares br ok er s’ fees)
z $shares
( 1) (2)$ 2 pj i”
(4) (5)received)
(61 (7) (8)
n None n None 0 None 0 None 0 None
n 0 El 0
1 t $
0 None 0 None 0 None 0 None 0 None
nono2 $ $
0 None 0 None 0 None 0 None 0 None
00003
0 None b NOtIe 0 None 0 None b None
nooo
4 $ $
0 None 0 None 0 None 0 None 0 None
0000
5 t
0 None & None 0 None 0 None 0 None
0000
6 $
0 None 0 None 0 None 0 None b None
ooocl
7
0 None b N0ne /-J None 0 None b None
Cl [II 0 0
8 $
n None 0 None 0 None 0 None L NolIe
onno
9 $ $
0 None 0 None 0 None m None 0 None
OOOO
0 $ $
0 None 0 None 0 None 0 None 0 None
ocloo
1 J
n None 0 None 0 None 0 None -b None
Cl 1 7 1 n Cl
2 d II
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7. ACTIVE BUSINESS INTERESTS
. Ownership or Active Interest in Businesses Held on December 31, 1962
BUSINESSItem
1 3 4
[I-I N o n r III 2one 0 NCllle 0 None
, a. Type of business __~ __
b. Name of business
0 Corporation 0 Corporation 0 Corporation 0 Corporation
0 Partnership 0 Partnership 0 Partnership 0 Partnership
c. Legal form of organization0 Sole proprietor 0 Sole proprietor 0 Sole proprietor 0 Sole proprietor
0 Other c] Other 0 Other 0 other
. a. Total assets as of December 31, 1962
( B o o k v a l u e n e t o f depreciation a n d a l l o w a b l e r e s e r ve s ) $ $ s $
b. Total liabilities as of December 31, 1962
( B o o k v a l u e ) d 8 S $
c. Equity as of December 31, 1962
( A s s e t s m i n u s li a b i l i t i es ( 2 a m i n u s 2 6 )) $ t t J
d. Share of business owned by you and your family on
-
December 31, 1962
(1) As a percent of the business % % % %
(2) As a dollor amount (2c times ?.d(l)) $ $ s t
. If family still owned a share of the business as of
December 31, 1963 -
a. Total assets as of December 31, 1963
( B o o k v a l u e n e t o f d e p r e c i a t i o n a n d a l l o w a b l e r e s e r v es ) t $ s J I___ __~_ _-. _
b. Total liabilities as of December 31, 1963
(Book value) $ $ $ $
c. Equity as of December 31, 1963
( A s s e t s minus l i a b i l i t ie s ( 3 a m i n u s 3 6) ) $ $ t S
d. Share of business owned by you and your family on
December 31, 1963
(1) As a percent of the business % % % %
(2) As a dollar amount (3c t i m e s 3d(l)) $ JI 8
e. Family’s share of change in book equity of business cl’ ncrease 0 Decrease [7 Increase 0 Decrease u Increase 0 Decrease : Increase 0 De
( 3 d ( 2 ) m i n u s 2 d ( 2 ) ) I B S J $
f. If 3e does not accurately reflect your family’s share of the change
in equity of this business, what is your best estimate of change? B s JI $
i. If your family’s entire interest in this business was sold during
1963, how much was received?
( D o n o l d e d u c t b r o k e r s ’ f e e s , t a x e s , e t c . ) $ $ t $
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b. Ilow much was owed? $ s $ s
c. Did you include this debt under the liabilities of the business
( S h o w n i n i t e m 3 b ) ? E l Y e s r I N o r- - / Yes c l N o u Y e s u N o r - J Y e s C l N o
7. A n s w e r o n l y i f a c o r p o r a l i o n . u Profit [I J Loss 0 Profit r-J Loss u Profit 0 Loss 0 Profit 0 L
What was the family’s share of the corporation’s profit or loss in 1963 _$_ _ _ _ _ _ _ _ _ _ _ _ ?_ _ _ _ _ _ _ _ _ _ _ _ _‘_ _ _ _ _ _ _ _ _ _ _ _ _‘_ _ _ _ _ _ _ _
after corporate tax liability but before dividend paymenrs? 0 Broke even 0 Broke even Broke even u Broke even
Records consulted? b 0 Yes UNo !UYes ONo ]uYes UNo !-JYes UNo
3. Active Interest in Businesses Acquired in 1963
Did your family ac ui re i ts own bus iness or an ac t i ve i n teres t i n a par tnership, a farm operat i on, professional prac t i ce, unincorporated bus iness, or a c losel y held
corporation during ?963?
E ] Y e s ( P l e a s e c o m p l e t e e c o l u m n f o r e a c h u N O ( S k i p t o n e x t p a g e )
b u s i n e s s a c q u i r e d during 1963)
BUSINESS
Item
1 I 2 I 3 I 4
1. a. Type of business acquired
b. Name of business
u Corporation 0 Corporari0n 0 Corporation 0 Corporation
c. Legal form of organizationu Partnership 0 Partnership [7 Partnership 0 Parrnership
0 Sole proprietor 0 Sole proprietor 0 Sole proprietor 0 Sole proprietor
0 Other 0 Other 0 Other 0 Other
2. a. Amount paid by you for this new business s 8 $ s
b. Additional amounts invested by you in business during 1963 9 $ $ $
0 Yes UNo u Yes u No 0 Yes 0
3. a. Did the business owe any money to your family on December 3 1,(Skip to (Skip to
1963. as a result of loans you had made to the business?tine 4) line 4)
b. llow much was owed? $ s $ f
4. If the family’s interest in this business was sold during 1363 , how
much money was received? (Do not d e d u c t brokers’ fees, e t c . ) s $ d s
5 . A n s w e r o n l y i f r l c o r p o r a t i o n . n Profit !J Loss [7 Profit ä Loss 0 Profit r-J Loss 0 Profit c] L
4 9i s $What was the family’s share of the corporation’s profit or loos in l’)G3 - - - - - - - - - - - - - - - - - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
after corpor ,ice tllx liability but befor e dividvntl r.lymerlts? 1; ] Broke even c ] Broke even n Broke even c] Broke even
Records consulted? * u Yes 111 No iUYes UNo f L J Y e s C 1 J N o ; C l Y e s C 7 ,..
1. Money owed to your family by the business as of December 31, 1962,
as a result of loans you had made to the business $ s
IYes UNo UYes ONo
$
0 Yes
). a. Did the business owe any money to your family on December 31,(Skip to (Skip to q
1963. as a result of loans you had made to the business?l i n e 7) line 7) line 7)
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ItemB U S I N E S S
1 2 3 4
111 None 0 None n None 0 None
1. a. Name of business
b. TVD~ of business
[7 Corporation 0 Corporation 0 Corporation 0 Corporation
c. Legal form of organization 0 Partnership 0 Partnership u Partnership 0 Partnership
c] Other 0 Other 0 Other 0 Other
!. Market value of your family’s share of this business on
December 31. 1962 B S t t
I. Money owed by the business to your family on December 31, 1362 0 $ s It
c] None 0 None c] None 0 None
1. Money owed by the business to your family on December 3 I, 1963, as
the result of loans you had made to the business $ J1 S $
0 None 0 None 0 None 0 None
5. New money invested by your family during 1963 s t d $
0 None u None 0 None 0 None
5. Proceeds from the sale of all ot Part of your family’s interest in the
business during 1963 $ 8 B $1
Records consulted? + UYes i -J No la Yes m No lOYes DNo 10 Yes 0
8. NONACTIVE BUSINESS INTERESTS
1. Nonactive Interests in Businesses Held on December 31, 1962
3. New Nonactive Business Interests Acquired During 1963
Did your family ac quire a nonactive interest in a partnership, corporation, or other business arrangemen t, such OS, real estate syndicate, farm, etc., during 1963?
(Report only those in which a family member was not active in manageme nt)
u Yes (Please complete e column for each
business acqu ired during 1963) c] No (Skip to page 16)
Item IB U S I N E S S
1 2 I
1. a. Name of business
b. Type of business
c. Legal form of organization
0 Corporation u Corporation U Corporation 0 Corporation
0 Partnership 0 Partnership 0 Partnership 0 Partnership
0 Other 0 Other 0 Other c] Other
3
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l r i N o l I e 0 None None n None
. Total amount paid by your family for nonactive
Interest in this business during 1363 g B t $
II! None El None 0 None 0 None
Money owed by this business to your family on December 31, 1363,
as a result of loans made to this business s $ $ S
1-1 Nonr m None Kl None 0 None
proceeds received by your family from the sale of part or ~111of
. the family’s interest in the business during 1361 B $ S t
Records consulted? 4 1-11 Yes ä 1No f=Yes n No in Yes m No ;O Yes L
/Ott-b
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__
Itcml
(1)___- ___.__.__ -. -.-
i. Net balance in all brokerage accounts as repotted for
D r c e m b e r 3 I, 1962
1. Net balanc e in a l l C redi t ba lanc e
b r o k e r a g e a c c o u n t s (Money owed to you)
on Decem ber 31, 1963
(Include accounts
opened in Z963)Debit balance
(Money owed by you)
lIead WifeAll other
family members
(2) (3) ( )
j _ ] NOW I:~] ( r edl r n Debi t c l None n C tedi r I[? Debit 0 None 0 Credit 0
$
[ 11 None:I,
s
NCXl.2 0 None
$ $ $
0 None 0 None 0 None
d t t
10. MONEY OWED TO YOUR FAMILY
(DO no+ n c lude bonds an d debe ntures or l oons to bus inesses in w h i c h y o u h o v e c- i ty interest.)
__. __ __...-._--.-~---
9. BROKERAGE ACCOUNTS
Item
Mortgage assets
owned by your
family
A. Amount owed to
family members as of
December 31, 1962
(1) (2)
0 None
Head--- _____------- ---------
- FTNJaP - -
Wife_-_------------- &_-N;n, - - - - - - - - - - -
Al l o ther fami l y mem hern S
n N o n e
B. Amount loaned or
paid for loan assets
during 136 3
Head $______________-___-_---_-------
0 None
Wife $- - - - _- - - - - - - - - - - - - - - - - - - - - - - -- -
0 None
$_N,----________
$--------------
0 None
All other family members
C. Amount received from
loan principal repay-
ment or sale of assets
dur ing 1963
Head t______________--__-------------
0 None
Wife s_---________---- ___-_---__-----
0 None
h_N;nF - - - - - - - - - - -
3__------_-____None
Records consul ted?
All other family members
i
(3)
1 None
JI
0 None
Outstanding loans
to businessOther l oan assets
(41
1 None
AL__--_________
u N o n e
JT__-----------
0 None
t____----------
0 None
b one
t
1 Yes
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11. LIFE INSURANCE
Item llead Wife All other family member
(1) (21 (3) (4)
nNOtle ClNone DN0tle
4. Face value of all policies as of December 3 1, 1962 JI
b NolIe b None ä NCXle
3. Loan or cash surrender value of all oolicies as of
December 31, 1962 J J 1)
0 None 0 None a None3. Face value of all policies as of December 31, 1363
1. Term and group policies $ S $
u None u None 0 None
2. Regular life insurance such as whole life, limited payment,
or endowment policies B 9) s
0 None 0 None u None
I. Loan ot cash surrender value of all policies as of
December 31, 1963 $ rB S
0 None 0 None u None
E. Proceeds from policies cashed-in(DO not include death benefits which are entered on page 21) S $ J
F. Loans secured by life insurance ONOne nNOfle
(Not including money owed by your own business)
nNOlle
1. Balance on December 31, 1962 d $ B
u None Cl None 0 None
2. Ualance on December 31, 1963 $ S CB
G. Premiums paid for life insurance by you or your family during 1963 0 None r] None u None
1. Term and group polici es $ $ $
u None Cl None 0 None
2. Regular life insurance such as whole life, limited payment. or
endowment policies $ S t
Records consulted? + 0 Yes c7 No I L] Yes 0 No I CJ Yes 0 No.
>t(‘,
.-- -__- .__--~.--
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A
12. INDIVIDUAL ANNUITIES, RETIREMEN T AND SAVINGS PLANS
Item
(1 )
. In d i v i d u a l a n n u i t i e s
(Do not include regular life insurance 1. Your fa mi l y ’s p re mi u m s d u r i n g 1 9 6 3
policies with an annuity feature, or
annuities connected with your employment.)2 . A mo u n t re c e i v e d t h ro u a h su r r e n d e r
o f a n n u i t i e s d u r i n g 1 9 6 3
R e t i re me n t p l a n s c o n n e c t e d
w i t h e mp l o y me n t
(Do not include Social Sec urity
c o n t r i b u t i o n s )
1 . Y o u r fa mi l y ’s c o n t r i b u t i o n s d u r i n g 1 9 6 3
2 . Lu mp su m w i t h d ra w a l s d u r i n g 1 9 6 3
O t h e r e mp l o y e r -sp o n so re d
sa v i n g s p l a n s
1 . Y o u r fa mi l y ’s c o n t r i b u t i o n s d u r i n g 1 9 6 3
2 . Lu mp su m w i t h d ra w a l s d u r i n g 1 9 6 3
H e a d Wife
(2 ) (3 )
D N o n e
$
0 N o n e
1 None
!i O".?
I
1 None
!IO".?
t1 None
s
0 N o n e
b N 0 n . Z
$
3 N o n e
b NO”C
II,
Al l o ther
f a m i l y m e m b e r s
( 41 Yes
a N o n e
II I
f
0 N o n e
0
S
0 N o n e
0
S
0 N o n e
S
cl
13. OTHER ASSETS - Not listed elsewhere in the questionnaire
Ty p e o f a s se t
(Example: Oil royalties, patents,
commodity contracts, etc.)
( 1 )
(Exclude household furnishings and clothing)
A sse t o w n e d b y - -
(2) To t a l ma rk e t v a l u e
O t h e ra s o f D e c e mb e r 3 1 ,
H e a d W i fe fa mi l y1962
m e m b e r(3 )
To t a l a mo u n t
o f p u rc h a se s
d u r i n g 1 9 6 3
(4 )
Pro c e e d s f ro m sa l e sRec
d u r i n g 1 9 6 3 c o n su
(Do not deduct expense
of sale)
(6 ) Y e s
Assets Reported on December 31, 1962
clocl--~
n 0 cl
0 0 o-
n 0 0
Cl00
Asse ts Acquired During 1963
0 None
L None
b None
& None
f
0 None
-g
d y o u r family acquire other assets during 1963 not listed e lsewhere in this questionnaire?
n Ye s ( P l e a s e c o mp l e t e a f i n e f o r e a c h a s s e t a c q u i r e d d u r i n g 1 9 6 3 . ) 0 N o (Skip to next page)
n n n ’
n 0 01
0 None
& one
0 None
& None
nc
G3OII
0 n n f
bNone 0 None
P Ii - n c-. -. .-
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14. PERSONAL DEBT - Family debts for nonbusiness purposes
(Do not list here debts reported elsewhere in th is questionnaire)
Amount outstanding on December 31, 1962 Amount outstanding on December 31, 1963R e c
All other All other c o n s
Item flead Wifefamily
Head Wife family
members members
( 1) (2) (3) (4) (5) (6) (7)Yes
4. s ecurityn None [x None 0 None (3 None cx None 0 None
loans from oc
banks and1. Loans secured by stock JI J S $ t t
other 0 None 0 None 0 None El None 0 None 0 None
lendersOII
2. Loans secured by bonds JI JI $ S t s
G nstallment 0 None 0 None 0 None 0 None 0 None 0 None
debtsUC
owed for - 1. Automobile purchases t S II s 1) t
0 None 0 None 0 None 0 None -0 None 0 None
UC
2. Home repair and modernization $ S s s t
n None 0 None 0 None b3 . Pu:chase of other consumer goods
0 None 0 None None
(including revolving credit but clc
not 30-day charge accounts) J) 1 $ J t S-. ______~_
n None 0 None 0 None u None n None 0 None
UC
4. Other purposes J $ $ s s $
.w. Non- 0 None 0 None 0 None n None 0 None 0 None
installment clc
debts 1. Banks s t S t s s-
owed to -__ ~___._~
n None 0 None f i None a None 0 None [7 None
UC
2. Other financial institutions_s $ $ t S- ___
n None 0 None 0 None 0 None b None m None
oc
3. Doctors, dentists, hospitals s SI S S $ $
m None n None 0 None 0 None 0 None 0 None
4. Private indi *iduals clc
(outside the family unit) $ $ S_- -
\lotes
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15. FAMILY INCOME FOR CALENDAR YEAR 1963
Please p rovide the requested information for CALENDAR YEAR 1963
E S Reco
Type of income X05z
Head and WifeAll other
family membersconsult
2:
(1) (2) (3) (4)Yes
A . Wages, salaries, commiss ions, Head---
and bonuses (before jeducrions)
0 1_________0
Wife s $
B. Income of sole proprietorships Profit
u8t
or professions (nonfarm) UC
Loss s $
Z. Family’s share of income Profit $
of parrnerships (nonfarm) -El s UC
I. Farm income
;. Income from rents and royalties
(net of expenses)
i. Income from old age pensions, Social Security, and regular payments
from insurance policies, annuities, and retirement plans “$ $ oc
I. Income from trusts and estates 0s s oc
I. Other income (e.g.,
alimony, regular contri-
butions for support from1. S II
persons outside the family
unit, veteran’s payments, 2.
etc.)0s s
oc
Specify source
3. s S
:. Capital gain or loss
*no
Gain 0 Loss 0 Gain
from sale of securities
0 Loss
1. Net short-term J: soc
Gain 0 Loss 0 Gain r-J Loss
2. Net long-term_oo
S tclc
_. Capital gain or loss from salti if assets other than securities0 Gain
0s
0 Loss q ain
1:
OLoss 0
^^FORM FRB-2A (19641 (l-Z-641 rage LO
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Did any member of the family die dur ing 1963?
0 Yes
7
0 No (Skip to next page)
Did the family receive any lump sums from insurance policies, annuities, or pension funds held by the d e c e a s e d ?
0 Yes
7
0 N o ( ‘S k i p t o item IS)
A. How much was received in cash? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
6. How much was received in the form of annuities?
(The value of life insurance proceeds put into annuities) . . . . . . . . . . . . . . . . . . . $
Were insurance proceeds bequeathed to persons outside the fom ily?
0 Yes
1
0 No (Skjp to item 19)
A. How much? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Has the estate been settled?
0 Yes (Complete the folIowing table
5
0 No (Skip to next page)
Amounts received (including amounts in formal trusts)
Item
Family members Persons outside family unit Organizations
( 1 ) ( 21 (31 (41
0 0 I
L None 0 None n None
(Exclude lump sums
reported in item f 7 and 18) $ $
n None b NolIe 0 None
Publicly traded stocks $ JI $
m None m None 0 None
Bonds $ $ B
0 None 0 None 0 None
Real estate $ $ $
0 None 0 None 0 None
other property.,
including business d $ $
If you feel that complex financial or legal arrangements prevent the above table from accurately reflecting the value of
bequests, please enter your written explanation below.
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!O. Dur ing 1963, d id you or any member o f your fomi ly RECEIVE ANY GIFTS OR INHERITANCES f rom person s outs i de the fami ly?
( E x i u d e ordinary gifts, such as t h o s e given f o r h o l i d a y s , and interests in estates i n probate.)
0 Yes
70 O (Skip to item 21 )
4. Amounts received during 1963 as gifts and inheritances
1 .Amounts received IN FORMAL TRUST
2. Amounts NOT IN FORMAL TRUST
a. Cash
b. Publicly traded stocks
b N0l-W
c. Bonds s
0 None
d. Real estate t
a None
e. Other property, including business s
). As of December 31, 1962, you reported the following amounts as interests in estates in probate for your family
Head Wife All other family members
(1) (2) (3)
0 None 0 None 0 None
Istates in probate as of
jecember 3 A, 1962 . . . . . . . . . $ s $
1. Dur ing 1963, d id you or members o f your fami ly MAKE GIFTS TO ORGANIZATIONS OR PERSONS OUTSIDE THE FAMILY?
(Exclude ordinary gifts, such as those g i v e n f o r h o l i d a y s , a n d b e q u e s t s r e p o t t e d e a r l i e r .)
0 Y e s
3
0 N o ( S k i p t o n e x t p a g e )
L . Amounts given during 1963, including amounts in formal trusts.
1. Cash
2. Publicly traded stocks
3. Bonds
4. Real estate
5. Other property, including business
To persons outside the family To organizations
(1) (2)
0 None 0 None
J JI
0 None 0 None
$ J
0 None 0 None
b
$
N0ne 0 None
S
u None & None
$ J
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‘2. Did you put any cash into FORMAL TRUSTS f or f amily m embers during 1963 or receive any cash from liquidation of trusts?
0 Yes
3El No
4. Cash put into formal trusts or received from liquidation
Family memberCash put in trust for
family membersCash received from liquidation
(1) (2) (3)
c None 0 None
1. Head S
l--J None b NOtI.
2. Wife g
0 None b NOM
3. All other family members J S
I. As of December 31, 1962, you reported the following interests in trusts
Family memberBeneficial interest as of
December 31, 1962
(1) (2)
c] None
- 1. Head t
0 None
2. Wife t
0 None
3. All other family members s
Votes
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