Advance Accounting

(30 Minutes) (Consolidation entries for two years. Parent uses equity method.)

Fair Value Allocation and Annual Amortization:

Acquisition fair value (consideration transferred) …….. $490,000

Book value (assets minus

liabilities or total stockholders’

equity) …………………………………………………………………. (400,000)

Excess fair value over book value ……………………………. $ 90,000

Excess fair value assigned to specific

accounts based on individual fair values Annual excess

Life amortizations

Land ………………………………….. $10,000 — —

Buildings …………………………… 40,000 4 yrs. $10,000

Equipment …………………………. (20,000) 5 yrs. (4,000)

Total assigned to specific

accounts ………………………. 30,000

Goodwill …………………………….. 60,000 Indefinite -0-

Total …………………………………… $90,000 $6,000

Consolidation Entries as of December 31, 2012

Entry S

Common Stock—Abernethy………………………………… 250,000

Additional Paid-in Capital—Abernethy……………….. 50,000

Retained Earnings—1/1/12 ………………………………… 100,000

Investment in Abernethy ……………………………….. 400,000

(To eliminate stockholders’ equity accounts of subsidiary)

Entry A

Land ……………………………………………………………………. 10,000

Buildings …………………………………………………………….. 40,000

Goodwill ……………………………………………………………… 60,000

Equipment …………………………………………………….. 20,000

Investment in Abernethy ……………………………….. 90,000

(To recognize allocations attributed to fair value of specific accounts at acquisition date with residual fair value recognized as goodwill).

Entry I

Equity in Earnings of Subsidiary…………………………. 74,000

Investment in Abernethy ……………………………….. 74,000

(To eliminate $80,000 income accrual for 2012 less $6,000 amortization

recorded by parent using equity method)

)

Entry D

Investment in Abernethy …………………………………….. 10,000

Dividend Paid ………………………………………………… 10,000

(To eliminate intercompany dividend transfers)

Entry E

Depreciation Expense…………………………………………. 6,000

Equipment…………………………………………………………… 4,000

Buildings………………………………………………………… 10,000

(To record current year amortization expense)

Consolidation Entries as of December 31, 2013

Entry S

Common Stock—Abernethy ……………………………….. 250,000

Additional Paid-in Capital—Abernethy ………………. 50,000

Retained Earnings—1/1/13…………………………………. 170,000

Investment in Abernethy ……………………………….. 470,000

(To eliminate beginning stockholders’ equity of subsidiary—the Retained Earnings account has been adjusted for 2012 income and dividends. Entry *C is not needed because equity method was applied.)

Entry A

Land ……………………………………………………………………. 10,000

Buildings …………………………………………………………….. 30,000

Goodwill ……………………………………………………………… 60,000

Equipment …………………………………………………….. 16,000

Investment in Abernethy ……………………………….. 84,000

(To recognize allocations relating to investment—balances shown here are as of beginning of current year [original allocation less excess amortizations for the prior period])

Entry I

Equity in Earnings of Subsidiary…………………………. 104,000

Investment in Abernethy ……………………………….. 104,000

(To eliminate $110,000 income accrual less $6,000 amortization recorded by parent during 2013 using equity method)

Entry D

Investment in Abernethy …………………………………….. 30,000

Dividend Paid ………………………………………………… 30,000

(To eliminate intercompany dividend transfers)

Entry E

Same as Entry E for 2012

21. (35 Minutes) (Consolidation entries for two years. Parent uses initial value method.)

Purchase price allocation and annual excess fair value amortizations:

Acquisition date value (consideration paid) ……….. $500,000

Book value ………………………………………………………….. (400,000)

Excess price paid over book value ……………………… $100,000

Excess price paid assigned to specific Annual excess

accounts based on fair values Life amortizations

Equipment $ 20,000 5 yrs. $4,000

Long?term liabilities 30,000 4 yrs. 7,500

Goodwill 50,000 Indefinite -0-

Total $100,000 $11,500

Consolidation entries as of December 31, 2012

Entry S

Common Stock—Abernethy ……………………………… 250,000

Additional Paid-in Capital—Abernethy………………. 50,000

Retained Earnings—1/1/12 ……………………………….. 100,000

Investment in Abernethy……………………………….. 400,000

(To eliminate stockholders’ equity accounts of subsidiary)

Entry A

Equipment …………………………………………………………. 20,000

Long-term Liabilities ………………………………………….. 30,000

Goodwill …………………………………………………………….. 50,000

Investment in Abernethy ………………………………. 100,000

(To recognize allocations determined above in connection with acquisition-date fair values)

Entry I

Dividend Income ……………………………………………….. 10,000

Dividends Paid …………………………………………….. 10,000

(To eliminate intercompany dividend payments recorded by parent as income)

Entry E

Depreciation Expense ……………………………………….. 4,000

Interest Expense………………………………………………… 7,500

Equipment…………………………………………………….. 4,000

Long-term Liabilities……………………………………… 7,500

(To record 2012 amortization expense)

Entry *C

Investment in Abernethy ……………………………………. 58,500

Retained Earnings—1/1/13 (Chapman) ………. 58,500

(To convert parent company figures to equity method by recognizing subsidiary’s increase in book value for prior year [$80,000 net income less $10,000 dividend payment] and excess amortizations for that period [$11,500])

Entry S

Common Stock—Abernethy ……………………………… 250,000

Additional Paid-in Capital—Abernethy………………. 50,000

Retained Earnings—1/1/13 ……………………………….. 170,000

Investment in Abernethy ………………………………. 470,000

(To eliminate beginning of year stockholders’ equity accounts of subsidiary. The retained earnings balance has been adjusted for 2012 income and dividends)

Entry A

Equipment …………………………………………………………. 16,000

Long-term Liabilities ………………………………………….. 22,500

Goodwill …………………………………………………………….. 50,000

Investment in Abernethy ………………………………. 88,500

(To recognize allocations relating to investment—balances shown here are as of the beginning of the current year [original allocation less excess amortizations for the prior period])

Entry I

Dividend income ……………………………………………….. 30,000

Dividends Paid ……………………………………….. 30,000

(To eliminate intercompany dividend payments recorded by parent as income)

Entry E

Same as Entry E for 2012

22. (20 Minutes)(Consolidation entries for two years. Parent uses partial equity method.)

Fair value allocation and annual excess amortizations:

Abernethy fair value (consideration paid) ………………… $520,000

Book value ……………………………………………………………….. (400,000)

Excess fair value over book value (all goodwill) ………. $120,000

Life assigned to goodwill ………………………………………….. Indefinite

Annual excess amortizations …………………………………… -0-

Consolidation Entries as of December 31, 2012

Entry S

Common Stock—Abernethy ……………………………….. 250,000

Additional Paid-in Capital—Abernethy ………………. 50,000

Retained Earnings—Abernethy—1/1/12 ……………. 100,000

Investment in Abernethy ……………………………….. 400,000

(To eliminate stockholders’ equity accounts of subsidiary)

Entry A

Goodwill ……………………………………………………………… 120,000

Investment in Abernethy ……………………………….. 120,000

(To recognize goodwill portion of the original acquisition fair value)

Entry I

Equity in Earnings of Subsidiary…………………………. 80,000

Investment in Abernethy ……………………………….. 80,000

(To eliminate intercompany income accrual for the current year based on the parent’s usage of the partial equity method)

Entry D

Investment in Abernethy …………………………………….. 10,000

Dividend Paid ………………………………………………… 10,000

(To eliminate intercompany dividend transfers)

Entry E—Not needed. Goodwill is not amortized.

Consolidation Entries as of December 31, 2013

Entry *C—Not needed. Goodwill is not amortized.

Entry S

Common Stock—Abernethy………………………………… 250,000

Additional Paid-in Capital—Abernethy……………….. 50,000

Retained Earnings —Abernethy—1/1/13 …………… 170,000

Investment in Abernethy ……………………………….. 470,000

(To eliminate beginning of year stockholders’ equity accounts of subsidiary—the retained earnings balance has been adjusted for 2012 income and dividends.)

Entry A

Goodwill ……………………………………………………………… 120,000

Investment in Abernethy ……………………………….. 120,000

(To recognize original goodwill balance.)

Entry I

Equity in Earnings of Subsidiary…………………………. 110,000

Investment in Abernethy ……………………………….. 110,000

(To eliminate Intercompany Income accrual for the current year.)

Entry D

Investment in Abernethy …………………………………….. 30,000

Dividends Paid ………………………………………………. 30,000

(To eliminate Intercompany dividend transfers.)

Equity E—not needed

Q 27: Sample Solution

On January 1, Beckman, Inc., acquires 60 percent of the outstanding stock of Calvin for $36,000. Calvin Co. has one recorded asset, a specialized production machine with a book value of $10,000 and no liabilities. The fair value of the machine is $50,000, and the remaining useful life is estimated to be 10 years. Any remaining excess fair value is attributable to an un- recorded process trade secret with an estimated future life of 4 years. Calvin’s total acquisition- date fair value is $60,000.

LO2, LO4, LO5

At the end of the year, Calvin reports the following in its financial statements:

Revenues Expenses $50,000 20,000

Machine Other assets $ 9,000 26,000

Common stock Retained earnings $10,000 25,000

Net income $30,000 Total assets $35,000

Total equity $35,000

Dividends paid $ 5,000

Determine the amounts that Beckman should report in its year-end consolidated financial statements for noncontrolling interest in subsidiary income, total noncontrolling interest, Calvin’s machine (net of accumulated depreciation), and the process trade secret

Chapter 4 (15 minutes) Consolidated figures with noncontrolling interest

Fair value of company (given) $60,000

Book value (10,000)

Fair value in excess of book value 50,000

to machine ($50,000 – $10,000) 40,000÷ 10 = $4,000 per year

to process trade secret $10,000 ÷ 4 = 2,500 per year

$6,500 per year

Consolidated figures:

· Noncontrolling interest in subsidiary income

= 40%´ ($50,000 revenues less $26,500 expenses) = $9,400

· End-of-year noncontrolling interest:

Beginning balance (40%´ $60,000) $24,000

Income allocation 9,400

Dividend reduction (40%´ $5,000) (2,000)

End-of-year noncontrolling interest $31,400

· Machine (net) = $45,000 ($9,000 book value plus $40,000 excess allocation less $4,000 excess depreciation for one year).

· Process trade secret (net) = $10,000 – $2,500 = $7,500