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On August 1, 2017, Smith Inc. sold 1000, 6% bonds having a maturity value of $1,

ID: 2580487 • Letter: O

Question

On August 1, 2017, Smith Inc. sold 1000, 6% bonds having a maturity value of $1,000 each. The bonds were sold at 98. Bond issue costs of $60,000 were incurred. The bonds are dated August 1, 2017 and mature on August 1, 2021, with interest payable on August 1 and February 1 of each year. Smith uses the amortized cost method with using the effective interest method to amortize the bond premium or discount. Smith prepares financial statements annually at December 31.

Required – Show ALL calculations

(a)The effective interest rate resulting from this transaction is 8.396%. Prove this using the RATE function in Excel

(b)Prepare the journal entry at the date of issue of the bonds.

(c)Prepare a bond amortization schedule for the bond through to its maturity date of August 1, 2021.

(d)Prepare all other required journal entries relating to the bond for all of 2017 and Feb 1, 2018.

(e)On Feb 2, 2019, the all bonds were repurchased from the Bondholders by Smith at the callable provision of 101 in the bond issuance and retired. Prepare the journal entry to record the repurchase and retirement of these bonds.

Explanation / Answer

1-

Using rate function in excel spreadsheet = rate(nper,pmt,pv,fv,type)

RATE(8,-30,920,-1000,0)

4.198%

nper = 2*4 = 8 pmt =-30 pv = (1000*.98)-60 = 920 fv =1000 type = 0

Annual rate

4.198*2

8.396

2-

cash

920000

discount on bonds payable

20000

bonds issuance expense

60000

bonds payable

1000000

3-

date

cash paid =1000000*3%

interest expense= bond carrying value*4.198%

discount and bond issuance cost amortized = interest expense-cash paid

carrying value in discount on bond payable and bond issue expense = bond discount and bond issue expense carrying value-discount and issue expense amortized

bonds payable

carrying value of bond = carrying value of bonds +discount and issue expenses amortized

1-Aug

80000

1000000

920000

Feb 1 2018

30000

38621.18

8621.18

71378.82

1000000

928621

august 1 2018

30000

38983.52

8983.52

62395.30

1000000

937605

Feb 1 2019

30000

39360.65

9360.65

53034.66

1000000

946965

august 1 2019

30000

39753.61

9753.61

43281.05

1000000

956719

Feb 1 2020

30000

40163.06

10163.06

33117.99

1000000

966882

august 1 2020

30000

40589.71

10589.71

22528.28

1000000

977472

Feb 1 2021

30000

41034.26

11034.26

11494.02

1000000

988506

august 1 2021

30000

41497.48

11494.02

0.00

1000000

1000000

4-

1-Aug

Cash

920000

discount and issue expense on bonds payable

80000

bonds payable

1000000

Dec 31 2017

interest expense

32184.3174

accrued interest expense

25000

discount and issue expense on bonds payable

7184.3174

1-Feb

interest expense

6436.86348

accrued interest expense

25000

Cash

30000

discount and issue expense on bonds payable

1436.86

5-

feb 1 2019

bonds payable

1000000

loss on disposal of bonds payable

63034.66

discount and issue expense on bonds payable

53034.66

cash

1010000

1-

Using rate function in excel spreadsheet = rate(nper,pmt,pv,fv,type)

RATE(8,-30,920,-1000,0)

4.198%

nper = 2*4 = 8 pmt =-30 pv = (1000*.98)-60 = 920 fv =1000 type = 0

Annual rate

4.198*2

8.396

2-

cash

920000

discount on bonds payable

20000

bonds issuance expense

60000

bonds payable

1000000

3-

date

cash paid =1000000*3%

interest expense= bond carrying value*4.198%

discount and bond issuance cost amortized = interest expense-cash paid

carrying value in discount on bond payable and bond issue expense = bond discount and bond issue expense carrying value-discount and issue expense amortized

bonds payable

carrying value of bond = carrying value of bonds +discount and issue expenses amortized

1-Aug

80000

1000000

920000

Feb 1 2018

30000

38621.18

8621.18

71378.82

1000000

928621

august 1 2018

30000

38983.52

8983.52

62395.30

1000000

937605

Feb 1 2019

30000

39360.65

9360.65

53034.66

1000000

946965

august 1 2019

30000

39753.61

9753.61

43281.05

1000000

956719

Feb 1 2020

30000

40163.06

10163.06

33117.99

1000000

966882

august 1 2020

30000

40589.71

10589.71

22528.28

1000000

977472

Feb 1 2021

30000

41034.26

11034.26

11494.02

1000000

988506

august 1 2021

30000

41497.48

11494.02

0.00

1000000

1000000

4-

1-Aug

Cash

920000

discount and issue expense on bonds payable

80000

bonds payable

1000000

Dec 31 2017

interest expense

32184.3174

accrued interest expense

25000

discount and issue expense on bonds payable

7184.3174

1-Feb

interest expense

6436.86348

accrued interest expense

25000

Cash

30000

discount and issue expense on bonds payable

1436.86

5-

feb 1 2019

bonds payable

1000000

loss on disposal of bonds payable

63034.66

discount and issue expense on bonds payable

53034.66

cash

1010000

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