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High Time Tours leased rock-climbing equipment from Adventures Leasing on Januar

ID: 2330635 • Letter: H

Question

High Time Tours leased rock-climbing equipment from Adventures Leasing on January 1, 2018. High Time has the option to renew the lease at the end of two years for an additional three years for $8,000 per quarter. Adventures purchased the equipment at a cost of $198,375.(FV of $1, PV of $1, FVA of $1, PVA of $1, FVAD of $1 and PVAD of $1) (Use appropriate factor(s) from the tables provided.)


Required:

1. Prepare appropriate entries for High Time Tours from the beginning of the lease through March 31, 2018. Appropriate adjusting entries are made quarterly.
2. Prepare an amortization schedule for the term of the lease.

Related Information: Lease term 2 years (8 quarterly periods) Lease renewal option for an additional 3 years at $8,000 per quarter Quarterly lease payments $15,000 at Jan. 1, 2018, and at Mar. 31, June 30, Sept. 30, and Dec. 31 thereafter. Economic life of asset 5 years Interest rate charged by the lessor 8%

Explanation / Answer

Requirement 1

The lease term will be five years. The lease term for both the lessee and the lessor

is the contractual lease term modified by any renewal or termination options for which there is a significant economic incentive to exercise the options. The three-year renewal option can be exercised for significantly less than the original rate, which implies a significant economic incentive to extend the original lease term to five years.

Present Value of Lease Payments:

$15,000 x 7.47199*    =                                     $112,080 8,000 x 10.78685** = $86,295 x .85349*** = 73,652

$185,732

Because the 12 quarter annuity doesn’t begin for 8 quarters, $86,295 is its PV at that future time, and we need to multiply by .85349 to find its PV now.

* Present value of an annuity due of $1: n = 8, i = 2%

**Present value of an annuity due of $1: n = 12, i = 2%

***Present value of $1: n = 8, i = 2%

[i = 2% (8% ÷ 4) because the lease calls for quarterly payments.]

January 1, 2018

Right-of-use equipment ............................................                   185,732

Lease liability (present value calculated above) ....                            185,732

Lease liability ......................................................              15,000

Cash (lease payment) ..........................................                           15,000

April 1, 2018

Interest expense (2% x [$185,732 – 15,000]) .............

3,415

Lease liability (difference).....................................

11,585

Cash (lease payment) ..........................................

15,000

Amortization expense ($185,732 ÷ 20 quarters) .......                           9,287

Right-of-use equipment ..................................                            9,287

Requirement 2

Amortization Schedule:

Cash                                                                            Increase

Payments                           Effective   Interest            in Balance             Balance

185,732

1

15,000

15,000

170,732

2

15,000

.02

(170,732)

=

3,415

11,585

159,147

3

15,000

.02

(159,147)

=

3,183

11,817

147,330

4

15,000

.02

(147,330)

=

2,947

12,053

135,276

5

15,000

.02

(135,276)

=

2,706

12,294

122,982

6

15,000

.02

(122,982)

=

2,460

12,540

110,441

7

15,000

.02

(110,441)

=

2,209

12,791

97,650

8

15,000

.02

(97,650)

=

1,953

13,047

84,603

9

8,000

.02

(84,603)

=

1,692

6,308

78,295

10

8,000

.02

(78,295)

=

1,566

6,434

71,861

11

8,000

.02

(71,861)

=

1,437

6,563

65,298

12

8,000

.02

(65,298)

=

1,306

6,694

58,604

13

8,000

.02

(58,604)

=

1,172

6,828

51,776

14

8,000

.02

(51,776)

=

1,036

6,964

44,812

15

8,000

.02

(44,812)

=

896

7,104

37,708

16

8,000

.02

(37,708)

=

754

7,246

30,462

17

8,000

.02

(30,462)

=

609

7,391

23,072

18

8,000

.02

(23,072)

=

461

7,539

15,533

19

8,000

.02

(15,533)

=

311

7,689

7,844

20

8,000

.02

(7,844)

=

157

7,844

0

April 1, 2018

Interest expense (2% x [$185,732 – 15,000]) .............

3,415

Lease liability (difference).....................................

11,585

Cash (lease payment) ..........................................

15,000

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