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Father Inc, buys 80 percent of the outstanding common stock of Sam Corporation o

ID: 2418860 • Letter: F

Question

Father Inc, buys 80 percent of the outstanding common stock of Sam Corporation on January 1, 2009, for $680,000 cash. At the acquisition date, Sam's total fair value was assessed at $850,000 although Sam's book value was only $600,000. Also several individual items on Sam's financial records had fair values that differed from their book values as follows:

Land                  $60,000 BV               $225,0000 FV

Buildings & Equipment (10 yr remaining life)      $275,000 BV             $250,000 FV

Copyright (20 yr life)             $100,000 BV            $200,000 FV

Notes payable (due in 8 yrs)        ($130,000) BV           ($120,000)   FV

For internal reporting purposes, Father Inc. employs the equity method to account for this investment. The following account balances are for the year ending December 31, 2009, for both companies. Using the acquisition method, determine consolidated balances for this business combination (through either individual computations or the use of a worksheet).

Revenues             $(1,360,000) Father Co                 $(540,000) Sam Co

Cost of Goods Sold    $700,000 (Father Co)            $385,000 (Sam Co.)

Depreciation Expense   $260,000 (Father Co)           $10,000 (Sam Co)

Amortization Expense $0 (Father Co)                   $5,000 (Sam Co.)

Interest Expense        $44,000 (Father Co)              $5,000 (Sam Co)

Equity in income of Sam      $(105,000)   (Father Co)             $0 (Sam Co)

Net Income             $(461,000)   (Father Co)               $(135,000)      (Sam Co)

Retained Earnings 1/1/09            $(1,265,000) (Father Co)         $(440,000)   (Sam Co

Net Income (above)         $(461,000) (Father Co)                     $(135,000)   (SAm Co)

Dividends paid               $260,000 (Father Co)                       $65,000   (Sam Co)

Retained Earnings 12/31/09           $(1,466,000)   (Father Co)             $(510,000)   (Sam Co)

Current Assets             $965,000 (Father Co)                      $528,000 (Sam Co)

Investment in Sam          $733,000 (Father Co)                   $0 (sam Co)

Land        $292,000   (Father Co)                    $60,000 (Sam Co)

Buildings & Equipment (net)             $877,000 (Father Co)             $265,000 (Sam Co)

Copyright                $0 (Father Co)                    $95,000 (Sam Co)

Total Assets           $2,867,000 (Father co)              $948,000 (Sam Co)

Accounts Payable           $(191,000)   (Father Co)         $(148,000) (Sam Co)

Notes Payable        $(460,000) (Father Co)               $(130,000)   (Sam Co)

Common Stock   $(300,000)   (Father Co)                $(100,000)   (Sam Co)

Additional paid in capital        $(450,000) (Father Co)                 $(60,000)   (Sam Co)

Retained Earnings (above)    $(1,466,000)   (Father Co)      $(510,000) (Sam Co)

Total liabilities and equities          $(2,867,000) (Father Co)        $(948,000)   (Sam Co)

Explanation / Answer

Consolidation Entries Noncontrolling Consolidated Particulars Father Sam Debit Credit Interest Totals Revenues                   (1,360,000)                       (540,000)                         (1,900,000) Cost of goods sold                         700,000                          385,000                           1,085,000 Depreciation expense                         260,000                            10,000 (E)2,500                               267,500 Amortization expense -0-                              5,000 (E)     5,000                                 10,000 Interest expense                           44,000                              5,000 (E)     1,250                                 50,250 Equity in income of Sam                      (105,000)                  -0- (I) 105,000 -0- Separate company net income                      (461,000)                       (135,000) Consolidated net income                            (487,250) Noncontrolling interest in Sam's income                    (26,250)                                 26,250 Controlling interest in CNI                            (461,000) Retained earnings 1/1                   (1,265,000)                       (440,000) (S) 440,000                         (1,265,000) Net income (above)                      (461,000)                       (135,000)                            (461,000) Dividends paid                         260,000                            65,000 (D)   52,000                        13,000                               260,000 Retained earnings 12/31                   (1,466,000)                       (510,000)                         (1,466,000) Current assets                         965,000                          528,000                           1,493,000 Investment in Sam                         733,000 (D)   52,000 (S) 480,000 (I) 105,000 (A) 200,000 -0- Land                         292,000                            60,000 (A) 165,000                                 517,000 Buildings and equipment (net)                         877,000                          265,000 (E)     2,500 (A)   25,000                           1,119,500 Copyright -0-                            95,000 (A) 100,000 (E)     5,000                               190,000 Total assets                     2,867,000                          948,000                           3,319,500 Accounts payable                      (191,000)                       (148,000)                            (339,000) Notes payable                      (460,000)                       (130,000) (A) 10,000 (E)     1,250                            (581,250) NCI in Sam 1/1 (S) 120,000       NCI in Sam 12/31 (A) 50,000                  (170,000)                  (183,250)                            (183,250) Common stock                      (300,000)                       (100,000) (S) 100,000                            (300,000) Additional paid-in capital                      (450,000)                          (60,000) (S)   60,000                            (450,000) Retained earnings 12/31                   (1,466,000)                       (510,000)                         (1,466,000) Total liab. and stockholders' equity                   (2,867,000)                       (948,000)                         (3,319,500)