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The Marmack Company had the following capital stock items in its stockholders’ e

ID: 2567904 • Letter: T

Question

The Marmack Company had the following capital stock items in its stockholders’ equity on 12/31/16: 12% cumulative preferred stock, $25 par, 1,200,000 shares authorized, 700,000 shares issued $17,500,000 Common stock, $10 par, 8,000,000 shares authorized, 2,000,000 shares issued 20,000,000 Each preferred stock is convertible into one share of common stock. The conversion rate is to be automatically adjusted for stock splits and stock dividends. Marmack also has $3,000,000 of 9% bonds that were issued at par in 2015 and mature in 2025. Each $1,000 bond is convertible into 12 shares of common stock. The conversion rate is not adjustable for stock dividends or splits.

The following transactions occurred in 2017:

1. A 5% common stock dividend that had been declared in December 2016 was issued on 1/1/17.

2. On 1/1/17, Marmack offered ten key employees a stock option plan, offering them each the right to purchase 15,000 shares of Marmack common stock at a price of $20. The market price of the common stock on the date of grant was $20, and the fair value of each option is $2. The options may be exercised any time after 1/1/17, and the service period is two years. The stock price at the end of the year was $25; average stock price for the year was $22.50.

3. 400,000 shares of preferred stock were converted into common stock on 5/1/17. Marmack issued common stock and retired the preferred stock.

4. On 6/1/17, the board authorized a 2-for-1 common stock split for 7/1/17.

5. In lieu of a cash payment, 300,000 shares of common stock were issued to acquire a building on 8/1/17, when the market price of the stock was $23.

6. On 11/1/17, 240,000 shares of common stock were repurchased on the open market at $9 per share.

7. Preferred stock dividends were paid quarterly, on the last day of each quarter. Common stock dividends were declared on April 15 ($.30 per share) and on October 15 ($.20 per share) to shareholders of record on April 25 and October 25, to be paid on May 15 and November 15.

Net income for 2017 was $11,550,000. Marmack is subject to a 40% income tax rate.

a) Prepare all journal entries required in 2017 as a result of the transactions listed above.

b) Compute Marmack’s basic and diluted EPS for the year ended 12/31/17.

Explanation / Answer

Anonymous

76 answers

Journal entries:

Working notes:

1.1.2017

Dividend payable

       10,00,000.00

            Bank

   10,00,000.00

(as and when the dividend is declared, the dividend expense is transferred to the dividend payable payable and then paid through the bank)

1.1.2017

No entry shall be made since the company has merely made an offer and there is no information with regard to the acceptance to that offer

5.1.2017

Preferred stock

       40,00,000.00

            Common stock

   40,00,000.00

(conversion of preferred stock into common stock)

6.1.2017

Common stock

     120,00,000.00

Number of common stock

(2000000+400000)/2

             Common stock split

120,00,000.00

Share capital

          120,00,000.00

(being common stock split)

08.01.2017

Building

       30,00,000.00

Number of common stock

1200000+300000

             Common stock

   30,00,000.00

Share capital

          150,00,000.00

(being the purchase price of the building)

01.11.2017

Common stock

       21,60,000.00

Number of common stock

1500000+240000

               Bank

   21,60,000.00

Share capital

          174,00,000.00

(purchase of common stock)

            29,40,000.00

05.15.2017

Dividend expense

         5,22,000.00

              Dividend payable

     5,22,000.00

(declaration of dividend)

11.15.2017

Dividend expense

         3,48,000.00

              Dividend payable

     3,48,000.00

(declaration of dividend)

05.15.2017

Dividend payable

         5,22,000.00

             Bank

     5,22,000.00

(payment of dividend)

11.15.2017

Dividend payable

         3,48,000.00

             Bank

     3,48,000.00

(payment of dividend)

Calculations of basic and diluted earnings per share:

Formulae

Basic earnings per share

Net profit after taxes/number of equity shares

                 3.92

This net profit after taxes would be calculated after paying off the interest on preferred stock

Diluted earnings per share

Net profit after taxes/weighted average number of equity shares

                 3.68

Calculation of weighted average equity shares:

Was available for months:

Weighted average

12.31.2016

       20,00,000.00

               12.00

    20,00,000.00

05.1.2017

         4,00,000.00

                 8.00

      2,66,666.67

06.01.2017

       12,00,000.00

                 7.00

      7,00,000.00

08.01.2017

         3,00,000.00

                 5.00

      1,25,000.00

11.01.2017

         2,40,000.00

                 2.00

         40,000.00

Total weighted average

    31,31,666.67

Amount of profit available for equity holders:

Net income

     115,50,000.00

Less: dividend to preferred stock

            36,000.00

Amount for equity holders

     115,14,000.00

Journal entries:

Working notes:

1.1.2017

Dividend payable

       10,00,000.00

            Bank

   10,00,000.00

(as and when the dividend is declared, the dividend expense is transferred to the dividend payable payable and then paid through the bank)

1.1.2017

No entry shall be made since the company has merely made an offer and there is no information with regard to the acceptance to that offer

5.1.2017

Preferred stock

       40,00,000.00

            Common stock

   40,00,000.00

(conversion of preferred stock into common stock)

6.1.2017

Common stock

     120,00,000.00

Number of common stock

(2000000+400000)/2

             Common stock split

120,00,000.00

Share capital

          120,00,000.00

(being common stock split)

08.01.2017

Building

       30,00,000.00

Number of common stock

1200000+300000

             Common stock

   30,00,000.00

Share capital

          150,00,000.00

(being the purchase price of the building)

01.11.2017

Common stock

       21,60,000.00

Number of common stock

1500000+240000

               Bank

   21,60,000.00

Share capital

          174,00,000.00

(purchase of common stock)

            29,40,000.00

05.15.2017

Dividend expense

         5,22,000.00

              Dividend payable

     5,22,000.00

(declaration of dividend)

11.15.2017

Dividend expense

         3,48,000.00

              Dividend payable

     3,48,000.00

(declaration of dividend)

05.15.2017

Dividend payable

         5,22,000.00

             Bank

     5,22,000.00

(payment of dividend)

11.15.2017

Dividend payable

         3,48,000.00

             Bank

     3,48,000.00

(payment of dividend)

Calculations of basic and diluted earnings per share:

Formulae

Basic earnings per share

Net profit after taxes/number of equity shares

                 3.92

This net profit after taxes would be calculated after paying off the interest on preferred stock

Diluted earnings per share

Net profit after taxes/weighted average number of equity shares

                 3.68

Calculation of weighted average equity shares:

Was available for months:

Weighted average

12.31.2016

       20,00,000.00

               12.00

    20,00,000.00

05.1.2017

         4,00,000.00

                 8.00

      2,66,666.67

06.01.2017

       12,00,000.00

                 7.00

      7,00,000.00

08.01.2017

         3,00,000.00

                 5.00

      1,25,000.00

11.01.2017

         2,40,000.00

                 2.00

         40,000.00

Total weighted average

    31,31,666.67

Amount of profit available for equity holders:

Net income

     115,50,000.00

Less: dividend to preferred stock

            36,000.00

Amount for equity holders

     115,14,000.00

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