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12. On January 1, 2008, Alison, Inc., paid $60,000 for a 40 percent interest in

ID: 2351021 • Letter: 1

Question

12. On January 1, 2008, Alison, Inc., paid $60,000 for a 40 percent interest in Holister Corporation. This investee had assets with a book value of $200,000 and liabilities of $75,000. A patent held by Holister having a $5,000 book value was actually worth $20,000. This patent had a six-year remaining life. Any further excess cost associated with this acquisition was attributed to goodwill. During 2008, Holister earned income of $30,000 and paid dividends of $10,000. In 2009, it had income of $50,000 and dividends of $15,000. Assuming that Alison has the ability to significantly influence Holister's operations and uses the equity method, what balance should appear in the Investment in Holister account as of December 31, 2009?

Explanation / Answer

: (a) Acquisition price = $ 60,000

Book valueassets minus liabilities ($125,000 x40%)= 50,000

Excess payment $ 10,000

Value of patent in excess of book value ($15,000 x 40%)= 6,000

Goodwill =$ 4,000

Amortization: Patent ($6,000 6) $ 1,000

Goodwill 0 Annual amortization $ 1,000

Acquisition price $ 60,000

Basic equity accrual 2010 ($30,000 x40%) =12,000

Dividends2010 ($10,000 x 40%)= (4,000)

Amortization2010 (above) (1,000)

Investment in Holister, 12/31/09 =$ 67,000

Basic equity accrual2009 ($50,000x 40%) =20,000

Dividends2009 =(6,000)

Amortization2009(above) =(1,000)

Investment in Holister, 12/31/09= $ 80,000