Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

Equity Investments, Various Reporting Methods On January 2, 2019, Parker Corpora

ID: 2327936 • Letter: E

Question

Equity Investments, Various Reporting Methods  On January 2, 2019, Parker Corporation invests in the stock of Quarry Corporation. Quarry’s book value is $4 million and its assets and liabilities are reported at amounts approximating fair value. Quarry reports income of $3 million in 2019. Parker’s December 31, 2019, balance sheet and 2019 income statement, ignoring its investment in Quarry’s stock, follow. Neither company reports other comprehensive income.

Required

Prepare Parker’s December 31, 2019, balance sheet and 2019 income statement under each of the following circumstances:

a. Parker’s investment consists of 100,000 shares costing $15/share, and Parker classifies it as having no significant influent. The shares have a market value of $12/share on December 31, 2019.

b. Parker’s investment consists of 400,000 shares costing $15/share, and Parker accounts for it using the equity method. The investment is not impaired at year-end.

c. Parker acquires all of Quarry’s shares for $15 million in cash, retires the shares and merges with Quarry. Goodwill is unimpaired in 2019.

PARKER CORPORATION Balance Sheet (in thousands,) December 31, 2019 Current assets Property, net. $ 40,000 Current liabilities. $ 20,000 200,000 90,000 185,000 $495,000 450,000 Long-term liabilities 5,000 Capital stock Retained eamings Total assets $495,000 Total liabilities and equity

Explanation / Answer

A) M/s Parker has invested in M/s Quarry by purchasing 100,000 shares for $15 per share haing market value of $12 per share.

In the books of accounts investments are recorded at the fair market value; hence investments will be recorded at $12,00,000. Loss of $3,00,000 will be adjusted via Retained earnings. The following journal will be passed: -

Investment in Quarry A/C Dr. $12,00,000

Retained Earnings A/C Dr. $ 3,00,000

To Bank A/C $15,00,000

(Being Investment in Quarry made)

Balance Sheet of M/s Parker Corporation

(in thousands)

December 31, 2019

There won't be any change in the Income Statement of M/s Parker Corporation.

B) M/s Parker Corporaion invests in M/s Quarry by investing in 400,000 shares @ $15 each and the same are recorded in the books of accounts by using the equity method. No consideration will be given to the market value.

Following journal entry will be passed:-

Investment in Quarry A/c Dr. $ 60,00,000

To Bank A/C $60,00,000

(Being investment in quarry made)

Balance Sheet of M/s Parker Corporation

(in thousands)

December 31, 2019

There won't be any effect on the income statement of M/s Parker Corporation.

C) In this case M/s Parker acquires shares for $15 million in cash and reges with M/s Quarry. In the subject case Purchase Consideration needs to be calculated: -

Purchase Consideration- Total Assets-Total Liabilities

Total Assets= 5,000+85,000= 90,000

Total Liabilities= 2,000+81,00=83,000

Hence there will be goodwill of $ 7,000 ($90,000-$83,000)

Purchase Consideration= $ 15,00,000

Following journal entry will be passed: -

Curren Assets A/C Dr. $ 5,000

Property A/C Dr. $85,000

Goodwill A/C Dr. $14,000

To current liabilities A/C $ 2,000

To long tem liabilities A/C $81,000

To Retained Earnings A/C $ 6,000

To Purcahase Consideration A/C $15,000

(Being Assets and Liabilities taken over by M/s Parker)

In case of merger the balance sheet of both the companies will be consolidated: -

Balance sheet of M/s Parker Corporation & M/s Quarry

(in thousands)

31 Decemeber, 2019

The Income Statement of M/s Parker Corporation & M/s Quarry will also be consolidated:-

Sales Revenues $ 9,60,000

Cost of Sales $(7,70,000)

Operating Expenses $(1,77,000)

Net Income $ 13,000

Assets Amount (in $) Libilities Amount (in $) Current Assets 38,500 Current Liabilities 20,000 Investments in Quarry 1,200 Long term liabilites 2,00,000 Property, Net 4,50,000 Capital Stock 90,000 Intangible Assets 5,000 Retained Earnings 1,84,700 TOTAL ASSETS 4,94,700 TOTAL LIABILITIES 4,94,700