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Mullen equipment company both leases and sell its equipment to its customers. Th

ID: 2589485 • Letter: M

Question

Mullen equipment company both leases and sell its equipment to its customers. The most popular line of equipment includes machine that costs $280,000 to manufacture. The standard lease terms provide for five annual payments of $110,000 each (excluding executory costs), with the first payment due when the lease is signed and subequent payment are due on December 31 of each year. The implicit rate of interest in the contract is 10% per year. Walton Tool Co. leases one of theses macines on January 2,2015. Initial direct cost of $20,000 are incurred by Mullen on January 2,2015, to obtain the lease. Walton's incremental borrowing rate is determined to be 12%. The equipment is very specialized, and it is assumed it will have no salvage value after five years. Assume that the lease qualifies as a capital lease and a sales-type lease for leesee and lessor,respectively. Also assume that both the lessee and lessor are on a calendar -year basis and that the lessee is aware of the lessor's implicit interest rate.

Instructions:

1. Give all entries required on Walton's book and Mullen book's for the year 2015 and 2016.

2. Prepare the balance sheet section involving lease balances for both lessee and lessors' financial statement at December 31, 2016.

3. Determine amount of expense and revenue Walton and Mullen will report for 2015 and 2016

Explanation / Answer

Solution:

1.     Walton Tool Co. Books:

2016

Jan.    2   Leased Equipment......................................................         458,689*

Obligations under Capital Leases.........................                              458,689

To record capital lease (present value of

lease computed using implicit interest rate

of 10%, because it is known and is lower than

incremental borrowing rate).

*PVn = $110,000 + $110,000(PVAF @ 10%, 4)

PVn = $110,000 + $110,000(3.1699)

PVn = $458,689

2 Obligations under Capital Leases............................         110,000

Cash..........................................................................                              110,000

To record first lease payment.

Dec. 31   Obligations under Capital Leases............................           75,131

                 Interest Expense.........................................................           34,869*

Cash..........................................................................                              110,000

         *Interest expense: $348,689 ´ 0.10 = $34,869

          31   Amortization Expense on Leased Equipment........           91,738*

Accumulated Amortization on Leased

Equipment...............................................................                                91,738

*Amortization expense: $458,689/5 = $91,738

Mullen Equipment Company Books:

2016

Jan.    2   Deferred Initial Direct Costs......................................           20,000

Cash..........................................................................                                20,000

To record payment of initial direct costs to

obtain lease.

            2   Lease Payments Receivable......................................         458,689

Sales..........................................................................                              458,689

                 Cost of Goods Sold....................................................         300,000

Inventory...................................................................                              280,000

Deferred Initial Direct Costs...................................                                20,000

To record lease.

            2   Cash.............................................................................         110,000

Lease Payments Receivable...................................                              110,000

To record receipt of first lease payment.

Dec. 31   Cash.............................................................................         110,000

Interest Revenue [($458,689 – $110,000) ´ 0.10] 34,869

Lease Payments Receivable...................................                                75,131

2.                                                             Walton Tool Co.

Balance Sheet (Partial)

                                                        December 31, 2016

                                    Assets                                                                Liabilities

      Land, buildings, and                                           Current liabilities:

        equipment:                                                             Obligations under capital

           Leased equipment under                                    leases—current portion.... $    82,644*

            capital leases......................    $458,689

           Less: Accumulated                                        Long-term liabilities:

            amortization on leased                                     Obligations under capital

            equipment under capital                                    leases, exclusive of

            leases...................................      91,738              $82,644 included in

      Net value...................................    $366,951              current liabilities................      190,914

      *Total obligations under capital leases, Dec. 31, 2016

        $348,689 – $110,000 + $34,869 = $273,558

        Interest for 2009: $273,558 ´ 0.10 = $27,356

        Current obligations at Dec. 31, 2008: $110,000 – $27,356 = $82,644

                                                 Mullen Equipment Company

                                                      Balance Sheet (Partial)

                                                         December 31, 2016

Current assets:

Lease payments receivable—current portion....................................             $    82,644

Noncurrent assets:

Lease payments receivable, exclusive of

$82,644 included in current assets......................................................                 190,914

3.     Walton Tool Co. expenses for 2016—leases:

Interest expense....................................................................................             $    34,869

Amortization expense...........................................................................                   91,738

Total.............................................................................................................             $ 126,607

Mullen Equipment Co. revenue for 2016—leases:

Gross profit from lease:

Sales....................................................................               $ 458,689

Cost of goods sold............................................                   300,000            $ 158,689

Interest revenue.......................................................                                                 34,869

Total...............................................................................                                           $ 193,558