Section 3, Part B - Owned Living Quarters and Other Owned Real Estate - Detailed Property Description

Section 3, Part B collects detailed information about owned properties reported in Part A, including the date of settlement, total cost, current market value, and annual property taxes.

Now I'm going to ask some questions about your owned properties/Sample Unit.
*Briefly describe the former home/Vac home/sec home/unimproved land/other property. [enter text] _____________

* Ask if not apparent
Do you still own this property?

  1. Yes
  2. No

Are/Were any of the expenses for this property deducted as business, farm, or rental expenses?

  1. Yes
  2. No

What percent of the expenses for this property are/were deducted? [enter value] _____________

In what year did you or your CU close or settle on this property? [enter value] _____________

In what month did you or your CU close or settle on this property? [enter text] _____________

* Was this within the reference period?

  1. Yes
  2. No

How did you or your CU acquire this property?

* Enter the first answer that applies

  1. A purchase, a contract with a builder, or a trade-in
  2. A gift or inheritance
  3. Other - specify

* Specify: [enter text] _____________

What was the total price paid for this/the property, not including closing costs? Closing costs include the kinds of things listed in the information booklet. [enter value] _____________

For definitions Information Booklet »

About how much were the closing costs? [enter value] _____________

What was the amount of the down payment? [enter value] _____________

About how much do you think this property would sell for on today’s market? [enter value] _____________

What are/were the annual property taxes for this/the property? [enter value] _____________

* Ask if not apparent.
Is/Was this property a -

  1. Condominium?
  2. Cooperative?
  3. Something else?

* Ask if not apparent
Where is/was the/this property located?

  1. United States
  2. Foreign Country

* Enter the two character State abbreviation [enter text] _____________

Do/Does you or your CU share ownership of the property with anyone else outside your CU?

  1. Yes
  2. No

Do/Does you or your CU share ownership for the entire year, or is this a time-sharing arrangement where you or your CU have or has ownership of the property only for a specified time period each year?

  1. Share ownership for entire year
  2. Time-sharing arrangement

End of Section 3B

Go to Section 3 Part D - Owned Living Quarters and Other Owned Real Estate - Disposed of Property »

Go to Section 3 Part E - Owned Living Quarters and Other Owned Real Estate - Mortgage/Home Equity Loan Screening Questions »

Go to Section 3 Part F - Owned Living Quarters and Other Owned Real Estate - Mortgages/Lump Sum Home Equity Loans »

Go to Section 3 Part H - Owned Living Quarters and Other Owned Real Estate - Line of Credit Home Equity Loan »

Go to Section 3 Part I - Owned Living Quarters and Other Owned Real Estate - Ownership Costs »

Go to CE CAPI Survey Instrument Home Page »

 

Last Modified Date: November 21, 2006