us federal reserve: frb2a64

8/14/2019 US Federal Reserve: frb2a64

http://slidepdf.com/reader/full/us-federal-reserve-frb2a64 1/23

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amount sold or withdrawn during 1963.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.



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?



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


I family members $ s $

2. Foreign corporations ’El N0a.Z 0 None 0 None

and governmentsi Head JI

r-------

t J1---------------------------________ ______


‘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



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

0

* Y

u

n

n

u

El

cl

il

0

n u

il

cl

0 0

il

0

u u cl cl 0 il u

0

il

cl cl cl

0

cl

cl

0 cl cl ill

cl il il il cl 0 III

8m

5

.:

-

” Y-

-

c

-

c

-

cc YY

-

P a g e



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


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


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



Y

4 q

0n

Cln

i

00 0

-!I--LL

00

psJJaJaJ,

“ OUIUJO



u

400_cJ

0

II

/



_. . ___._ -. - .___ 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 $ $


00003

0 None b NOtIe 0 None 0 None b None

nooo

4 $ $


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 $ $


ocloo

1 J

n None 0 None 0 None 0 None -b None

Cl 1 7 1 n Cl

2 d II



tl

_I

I

,i

i

8

5

2

4i

El 0-

u

cll El

El

0

0

0

0

cl

P age 11



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 $



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)



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



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



__

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

$ $ $


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



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


I. Loan ot cash surrender value of all policies as of

December 31, 1963 $ rB S


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(‘,

.-- -__- .__--~.--



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-. -. .-



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



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



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


Real estate $ $ $


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.



!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)


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



‘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

us federal reserve: frb2a64

Documents