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WRITING (Critique of Balance Sheet Format and Content) The following is the bala

ID: 2526995 • Letter: W

Question

WRITING (Critique of Balance Sheet Format and Content) The following is the balance sheet of Sameed Brothers Corporation (000s omitted).

SAMEED BROTHERS CORPORATION
Balance Sheet
December 31, 2017

Assets

Current assets

  Cash

$26,000

  Marketable securities

18,000

  Accounts receivable

25,000

  Inventory

20,000

  Supplies

4,000

  Stock investment in subsidiary company

?20,000

$113,000

Investments

  Treasury stock

25,000

Property, plant, and equipment

  Buildings and land

91,000

  Less: Reserve for depreciation

?31,000

60,000

Other assets

  Cash surrender value of life insurance

??19,000

    Total assets

$217,000
?? ? ????

Liabilities and Stockholders’ Equity

Current liabilities

  Accounts payable

$22,000

  Reserve for income taxes

15,000

  Customers’ accounts with credit balances

??????1

$ 37,001

Deferred credits

  Unamortized premium on bonds payable

2,000

Long-term liabilities

  Bonds payable

??60,000

    Total liabilities

99,001

Common stock

  Common stock, par $5

85,000

  Earned surplus

24,999

  Cash dividends declared

???8,000

?117,999

   Total liabilities and stockholders’ equity

$217,000
?? ? ????

Evaluate the balance sheet presented. State briefly the proper treatment of any item criticized.

SAMEED BROTHERS CORPORATION
Balance Sheet
December 31, 2017

Assets

Current assets

  Cash

$26,000

  Marketable securities

18,000

  Accounts receivable

25,000

  Inventory

20,000

  Supplies

4,000

  Stock investment in subsidiary company

?20,000

$113,000

Investments

  Treasury stock

25,000

Property, plant, and equipment

  Buildings and land

91,000

  Less: Reserve for depreciation

?31,000

60,000

Other assets

  Cash surrender value of life insurance

??19,000

    Total assets

$217,000
?? ? ????

Liabilities and Stockholders’ Equity

Current liabilities

  Accounts payable

$22,000

  Reserve for income taxes

15,000

  Customers’ accounts with credit balances

??????1

$ 37,001

Deferred credits

  Unamortized premium on bonds payable

2,000

Long-term liabilities

  Bonds payable

??60,000

    Total liabilities

99,001

Common stock

  Common stock, par $5

85,000

  Earned surplus

24,999

  Cash dividends declared

???8,000

?117,999

   Total liabilities and stockholders’ equity

$217,000
?? ? ????

Explanation / Answer

1. Stock investment in subsidiary should be classified as investment and not as current asset 2. Treasury stock is not an investment. It should be grouped under stockholders' equity as an adjustment. 3. Cash surrender value of the insurance policy is an asset. We presume that the company has no intention      of surrendering it during the normal operating cycle. 4. The credit balance is customers' account is $1. Being an insignificant amount, it should pass through the       income statement. 5. Unamortized premium on bonds payable should be gouped along with the bonds payable under      long term liabilities. 6. Cash dividend declared should be reduced from the earned surplus and should not be added to it.