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On January 1, 2013 Joseph, Inc. acquired 80% of Allen Company in exchange for $2

ID: 2499609 • Letter: O

Question

On January 1, 2013 Joseph, Inc. acquired 80% of Allen Company in exchange for $2,250,000 fair-value consideration. The total fair value of Allen Company was assessed at $2,400,000. Joseph computed annual excess fair-value amortization of $16,000 based on the difference between Allen’s total fair value and its underlying net asset fair value. The subsidiary reported earnings of $150,000 in 2013 and $195,000 in 2014 with dividend payments of $42,000 each year. Apart from its investment in Allen Company, Joseph had income of $450,000 in 2013 and $575,000 in 2014.

How much is the acquisition date excess fair value amortization?

How much is the non-controlling interest fair value on 1/1/2013?

How much is 2013 income to NCI?

How much is 2013 dividends to NCI?

How much is the non-controlling interest reported value at December 31, 2013?

How much is the 2014 income to NCI?

How much is the consolidated Net Income for 2014?

How much is the non-controlling interest reported value at 12/31/14?

Explanation / Answer

1.

2. Non controlling Interest fair value = 20% of 2,400,000 = 480,000

3. 2013 income to NCI = 20% OF 150,000 = 30,000

4. 2013 Dividends to NCI = 20% of 42,000 = 8,400

5. NCI reported value as of Dec 31, 2013

6. 2014 Income to NCI = 20% OF 195000 = 39,000

7. Consolidated income for 2014:

8. NCI as of 12/31/14:

Total fair value               2,400,000 80% of the fair value               1,920,000 Amount paid               2,250,000 Excess paid - to be amortized                  330,000
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