Saturday, June 6, 2015

SOLUTIONS – BUSINESS COMBINATION





SOLUTIONS – BUSINESS COMBINATION - MERGER QUIZZER

1.   Cost of investment (100%)                                       P310,000
      Fair value of identifiable net assets
            Cash                                         P  30,000
            Merchandise inventory                    75,000
            Plant and equipment                     190,000
            Liabilities                                   (  60,000)            235,000
      Goodwill from business combination                           P  75,000     C
      Note: Only identifiable assets are acquired, therefore goodwill recorded by Many Ompong Inc. is not included in the acquisition.

2.   Cost of investment                                                   P564,000
      Fair value of identifiable net assets
            Cash                                         P  50,000
            Inventory                                    200,000
            Land                                           100,000
            Plant and equipment                     300,000
            Accounts payable                       (   50,000)           600,000
      Excess of fair value over cost of investment                P  36,000
      Answer: No goodwill recognized, the excess is treated under the current IFRS as gain from business combination.     A

3.   Cost of investment (40,000 x 20) = 800,000               P800,000
      Fair value of identifiable net assets acquired:
            Cash                                                     P100,000
            Inventory                                                250,000
            Equipment under capital lease                   220,000
            Land                                                       180,000
            Building s                                                 300,000
            Current liabilities                                    (   80,000)
            Liability under capital lease                     ( 140,000)
            Bonds payable                                       ( 270,000)           560,000
      Goodwill from business combination                                       P240,000    

4.   Cost of investment:
            Common shares (24,000 x 20)                 P   480,000
            Preferred shares (12,000 x 100)                1,200,000
            Cash                                                          240,000        P1,920,000
      Fair value of identifiable net assets acquired:
            Accounts receivable                                P   158,000
            Inventory                                                   412,000
            Land                                                          540,000
Buildings and equipment               1,032,000
            Current liabilities                                    (    228,000)
            Bonds payable                                       (    448,000)        1,466,000
      Goodwill from business combination                                       P   454,000     B

5.   Cost of investments:
            Verk Company (30,000 x 40)                               P1,200,000
            Kent Company (15,000 x 40)                                   600,000         P1,800,000
      Fair value of identifiable net assets acquired:
            Accounts receivable (200,000 + 80,000)               P280,000
            Inventory (200,000 + 100,000)                             300,000
            Land (300,000 + 80,000)                                      380,000
            Building and equipment (450,000 + 400,000)          850,000
            Current liabilities (160,000 + 55,000)                   ( 215,000)
            Bonds payable (90,000 + 95,000)                        ( 185,000)           1,410,000
      Goodwill from the business combination                                             P   390,000    

6.   Cost of investment:
            Cash                                                     P7,500,000
            Notes payable                                          3,500,000        P11,000,000
      Fair value of identifiable net assets acquired:
            Cash                                                     P   875,000
            Receivables                                             1,225,000
            Inventories                                              1,575,000
            Plant assets (7,000,000 + 2,100,000)         9,100,000
            Accounts payable                                   ( 1,750,000)
            Mortgage payable                                  ( 1,315,000)          9,710,000
      Goodwill from business combination                                       P  1,290,000     A

7.   Present value or market value of Abella’s bonds:
            Present value of maturity value (9,000,000 x .4564)          P4,107,600
            Present value of interest (9,000,000 x 3.5% x 13.59)           4,280,850
                                                                                                P8,388,450

      Present value or market value of Joselito’s bonds:
            Present value of maturity value (3,000,000 x .1727)          P   518,100
            Present value of interest (3,000,000 x 4% x 16.546)            1,985,520
                                                                                                P2,503,620

      Cost of investment = market value of bonds                                       P8,388,450
      Fair value of identifiable net assets acquired:
            Cash                                                                 P1,050,000
            Receivables                                                         1,124,000
            Inventories                                                          2,684,400
            Land                                                                   4,200,000
            Buildings                                                             3,750,200
            Accumulated depreciation – buildings                   ( 3,273,800)
            Equipment                                                           1,309,600
            Accumulated depreciation – equipment                 (    990,700)
            Current liabilities                                                (    822,300)
            Bonds payable, 8% due January 1, 2017              ( 2,503,620)        6,527,780
      Goodwill from business combination                                                   P1,860,670     D

8.   Cost of investment:
            Sally (100,000 x 40)                                           P4,000,000
            Erly (5,000 x 40)                                                     200,000        P4,200,000
      Fair value of identifiable net assets acquired:
            Current assets (500,000 + 25,000)                      P   525,000
            Fixed assets, net (4,000,000 + 200,000)                 4,200,000
            Current liabilities (300,000 + 20,000)                   (   320,000)
            Long-term debt (1,000,000 + 105,000)                ( 1,105,000)        3,300,000
      Goodwill from business combination                                                   P   900,000     A

9.   Cost of investment (80,000 x 12)                                                       P   960,000
      Fair value of identifiable net assets acquired:
            Current assets                                                   P   560,000
            Plant and equipment                                             1,200,000
            Liabilities                                                           ( 1,012,000)           748,000
      Goodwill from business combination                                                   P   212,000
      Add: Goodwill on the books of U Corporation                                        1,000,000
      Goodwill to be reflected in the balance sheet                                      P1,212,000     B

10. Fair value of identifiable net assets acquired:
            Current assets                                                   P   400,000
            Property and equipment                                        1,600,000
            Liabilities                                                           (   400,000)       P1,600,000
      Add: Goodwill from business combination                                               200,000
      Cost of investment                                                                           P1,800,000     B

11. Cost of investment (200,000 x 40)                             P8,000,000
      Fair value of identifiable net assets acquired:
            Stockholders’ equity of Smith Company:                 7,000,000
      Excess allocated to land                                            P1,000,000



      Journal entry on the books of Peter to record the combination:
            Other net assets             P7,000,000
            Land                                           1,000,000
                  Common stock (200,000 x 5)             P1,000,000
                  Additional paid-in capital                                 7,000,000

      Total stockholders’ equity of Peters, Inc., immediately after the business combination:
            Common stock, par value P5 per share; authorized
                  1,000,000 shares; issued and outstanding, 800,000 shares                  P  4,000,000
            Additional paid-in capital                                                               13,000,000
            Retained earnings                                                                                    11,000,000
                  Total                                                                                               P28,000,000     D

12. The building and equipment as well as the land will be recorded on the books of Mang Pacifico Company at the fair market value of P1,550,000 and P500,000 respectively.     C

13. Regardless of the amount paid, and whether the difference between the cost of investment and fair value of identifiable net assets acquired is positive or negative, the present standard require that identifiable assets acquired must be recorded at their fair value. Therefore, the building and equipment will still be recorded at P1,550,000.     A

14. Cost of investment:
            Fair value of stocks issued (100,000 x 36)            P3,600,000
            Consultant fee                                                        160,000
                                                                                    P3,760,000     C

15. Capital stock of Dunyain after the business combination                           P327,600
      Additional paid-in capital of Dunyain after the business combination            650,800
            Total                                                                                                                 P978,400
      Capital stock of Dunyain before the business combination                        P218,400
      Additional paid-in capital of Dunyain before the business combination         370,000
            Total                                                                                                                   588,400
      Fair value of stocks issued by Dunyain in acquiring the Allisap                          P390,000
      Market value per share                                                                                             ÷       25
      Total shares issued                                                                                                  P  15,600 C

16. Capital stock of Dunyain after the business combination                       P327,600
      Capital stock of Dunyain before the business combination                      218,400
      Increase in capital stock of Dunyain                                                   P109,200
      Number of shares issued (refer to no. 17)                                          ÷ 15,600
      Par value per share of Dunyain                                                         P         7     D

17. Cost of investment equal to the fair value of stock issued                     P390,000
      Fair value of identifiable net assets acquired (476,000 – 120,000)           356,000
      Goodwill from the business combination                                             P  34,000     D

18.  Fair value of the bonds:
            Present value of maturity value (300,000 x .6806)             P204,180
            Present value of interest (300,000 x 9% x 3.9925)                          107,798
                                                                                                            P311,978     B
19. Average normal earnings:
            20x1                                         P120,000
            20x2                                           140,000
            20x3                                           150,000                      
            20x4 (200,000 – 40,000)   160,000
            20x5                                           180,000          
            Total                                         P750,000
                                                            ÷         5           P150,000                                              
      Normal earnings:
            Cash and receivables                  P   150,000
            Inventory                                       200,000
            Land                                              100,000
            Buildings and equipment      600,000
                  Total                                   P1,050,000
                                                            x        10%          105,000
      Excess earnings                                                       P  45,000
      Present value of 5 years at 16% risk rate                   x  3.2743
      Estimated fair value of goodwill                                 P147,344     C

20.  Average earnings (50,000 + 60,000/2)                       P55,000
      Normal earnings                                                        25,000
      Excess earnings                                                       P30,000
                                                                                    x        2
      Goodwill still to be recognized                                   P60,000     A

21. Minimum market value of shares issued (100,000 x 6) P600,000
      Market value of shares, January 1, 20x3 (100,000 x 4)              400,000
      Decline the market value of shares issued                              P200,000
      Market value per share January 1, 20x3                                 ÷         4
      Total shares to be issued                                                         50,000 shares     A

22. Additional payment due to increase in net income must be charged to goodwill.
            Goodwill (1,000 x 300)                            300,000
                  Capital stock (1,000 x 100)                            100,000
                  Additional paid-in capital (1,000 x 200)           200,000     A

23. Same in no. 22, additional payment due to increase in earning potential must be charged to goodwill.
            Goodwill                                    250,000
                  Cash                                               250,000     C

24. Additional payment due to a decline in the market value of shares issued in acquiring a business must be charged to additional paid-in capital. (250 – 200) x 9,000 shares = 450,000.
            Additional paid-in capital                         450,000
                  Cash                                                           450,000     B

25. Additional payment due to a decline the in the market price of the stocks issued must be charged to additional paid-in capital.
     
            Additional paid in capital                         450,000
                  Capital stock (450,000/200 x 100)                  225,000
                  Additional paid-in capital                               225,000

                                    OR
     
            Additional paid-in capital                         225,000
                  Capital stock                                                225,000     D





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