Chapter 1 Test Bank - CPA Diary
Chapter 15 Test Bank | |
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|PARTNERSHIPS – FORMATION, OPERATIONS, AND CHANGES |
|IN OWNERSHIP INTERESTS |
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|Multiple Choice Questions |
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LO1
|1. | |Under the Uniform Partnership Act, loans made by a partner to the partnership are treated as |
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| | |a. |advances to the partnership for which interest shall be paid from the date of the advance. |
| | |b. |advances to the partnership that are carried in the partners' capital accounts. |
| | |c. |Accounts Payable of the partnership for which interest is paid. |
| | |d. |advances to the partnership for which interest does not have to be paid. |
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LO1
|2. | |A partner assigned his partnership interest to a third party. Which statement best describes the legal ramifications to the |
| | |assignee? |
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| | |a. |The assignment of the partnership interest does not entitle the assignee to partnership assets upon a liquidation. |
| | |b. |The assignment dissolves the partnership. |
| | |c. |The assignee has the right to share in the management of the partnership. |
| | |d. |The assignee does not become a partner but has the right to share in future partnership profits and to receive the |
| | | |proper share of partnership assets upon liquidation. |
LO1
|3. | |In the Uniform Partnership Act, partners have |
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| | |I. mutual agency. |
| | |II.unlimited liability. |
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| | |a. |I only. |
| | |b. |II only. |
| | |c. |I and II. |
| | |d. |Neither I nor II. |
LO1
|4. | |Partnerships |
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| | |a. |are required to prepare annual reports. |
| | |b. |are required to file income tax returns but do not pay Federal taxes. |
| | |c. |are required to file income tax returns and pay Federal income taxes. |
| | |d. |are not required to file income tax returns or pay Federal income taxes. |
LO2
|5. | |Langley invests his delivery van in a computer repair partnership with McCurdy. What amount should the van be credited to |
| | |Langley’s partnership capital? |
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| | |a. |The tax basis. |
| | |b. |The fair value at the date of contribution. |
| | |c. |Langley’s original cost. |
| | |d. |The assessed valuation for property tax purposes. |
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|Use the following information for questions 6, 7 and 8. |
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|A summary balance sheet for the McCune, Nall, and Oakley partnership appears below. McCune, Nall, and Oakley share profits and losses in a |
|ratio of 2:3:5, respectively. |
| | | | | |
|Assets | | | | |
|Cash |$ | |50,000 | |
|Inventory | | |62,500 | |
|Marketable securities | | |100,000 | |
|Land | | |50,000 | |
|Building-net | | |250,000 | |
|Total assets |$ | |512,500 | |
| | | | | |
|Equities | | | | |
|McCune, capital |$ | |212,500 | |
|Nall, capital | | |200,000 | |
|Oakely, capital | | |100,000 | |
|Total equities |$ | |512,500 | |
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|The partners agree to admit Pavic for a one-fifth interest. The fair market value of partnership land is appraised at $100,000 and the fair|
|market value of inventory is $87,500. The assets are to be revalued prior to the admission of Pavic and there is $15,000 of goodwill that |
|attaches to the old partnership. |
LO2
|6. | |By how much will the capital accounts of McCune, Nall, and Oakley increase, respectively, due to the revaluation of the assets|
| | |and the recognition of goodwill? |
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| | |a. |The capital accounts will increase by $25,000 each. |
| | |b. |The capital accounts will increase by $30,000 each. |
| | |c. |$18,000, $27,000, and $45,000. |
| | |d. |$20,000, $25,000, and $30,000. |
LO2
|7. | |How much cash must Pavic invest to acquire a one-fifth interest? |
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| | |a. |$117,500. |
| | |b. |$120,500. |
| | |c. |$146,875. |
| | |d. |$150,625. |
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LO2
|8. | |What will the profit and loss sharing ratios be after Pavic’s investment? |
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| | |a. |1:2:4:2. |
| | |b. |2:3:5:2. |
| | |c. |3:4:6:2. |
| | |d. |4:6:10:5. |
|Use the following information for questions 9, 10 and 11. |
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|Albion and Blaze share profits and losses equally. Albion and Blaze receive salary allowances of $20,000 and $30,000, respectively, and |
|both partners receive 10% interest on their average capital balances. Average capital balances are calculated at the beginning of each |
|month balance regardless of when additional capital contributions or permanent withdrawals are made subsequently within the month. |
|Partners’ drawings are not used in determining the average capital balances. Total net income for 2006 is $120,000. |
| | | |Albion | | |Blaze | |
|January 1 capital balances |$ | |100,000 | |$ |120,000 | |
|Yearly drawings ($1,500 a month) | | |18,000 | | |18,000 | |
|Permanent withdrawals of capital: | | | | | | | |
| June 3 | |( |12,000 |) | | | |
| May 2 | | | | |( |15,000 |) |
|Additional investments of capital: | | | | | | | |
| July 3 | | |40,000 | | | | |
| October 2 | | | | | |50,000 | |
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LO3
|9. | |What is the weighted-average capital for Albion and Blaze in 2006? |
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| | |a. |$100,000 and $120,000. |
| | |b. |$105,333 and $126,667. |
| | |c. |$110,667 and $119,583. |
| | |d. |$126,667 and $105,333. |
LO3
|10. | |If the average capital for Albion and Blaze from the above information is $112,000 and $119,000, respectively, what will be |
| | |the total amount of profit allocated after the salary and interest distributions are completed? |
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| | |a. |$70,000. |
| | |b. |$73,100. |
| | |c. |$75,000. |
| | |d. |$80,000. |
LO3
|11. | |If the average capital balances for Albion and Blaze are $100,000 and $120,000, what will the final profit allocations for |
| | |Albion and Blaze in 2006? |
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| | |a. |$50,000 and $70,000. |
| | |b. |$54,000 and $66,000. |
| | |c. |$70,000 and $50,000. |
| | |d. |$75,000 and $45,000. |
|Use the following information for questions 12 and 13. |
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|Bloom and Carnes share profits and losses in a ratio of 2:3, respectively. Bloom and Carnes receive salary allowances of $10,000 and |
|$20,000, also respectively, and both partners receive 10% interest based upon the balance in their capital accounts on January 1. Partners’|
|drawings are not used in determining the average capital balances. Total net income for 2006 is $60,000. If net income after deducting the |
|interest and salary allocations is greater than $20,000, Carnes receives a bonus of 5% of the original amount of net income. |
| | | |Bloom | | |Carnes | |
|January 1 capital balances | |$ |200,000 | |$ |300,000 | |
|Yearly drawings ($1,500 a month) | | |18,000 | | |18,000 | |
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LO3
|12. | |What are the total amounts for the allocation of interest, salary, and bonus, and, how much over-allocation is present? |
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| | |a. |$60,000 and $0. |
| | |b. |$80,000 and $20,000. |
| | |c. |$83,000 and $0. |
| | |d. |$83,000 and $23,000. |
LO3
|13. | |If the partnership experiences a net loss of $20,000 for the year, what will be the final amount of profit or (loss) closed to|
| | |each partner’s capital account? |
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| | |a. |($30,000) to Bloom and $10,000 to Carnes. |
| | |b. |($10,000) to Bloom and ($10,000) to Carnes. |
| | |c. |($8,000) to Bloom and ($12,000) to Carnes. |
| | |d. |$10,000 to Bloom and ($30,000) to Carnes. |
LO3
|14. | |The XYZ partnership provides a 10% bonus to Partner Y that is based upon partnership income, after deduction of the bonus. |
| | |If the partnership's income is $121,000, how much is Partner Y's bonus allocation? |
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| | |a. |$11,000. |
| | |b. |$11,450. |
| | |c. |$11,650. |
| | |d. |$12,100. |
LO3
|15. | |Drawings |
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| | |a. |are advances to a partnership. |
| | |b. |are loans to a partnership. |
| | |c. |are a function of interest on partnership average capital. |
| | |d. |*are the same nature as withdrawals. |
LO4
|16. | |If the partnership agreement provides a formula for the computation of a bonus to the partners, the bonus would be computed |
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| | |a. |next to last, because the final allocation is the distribution of the profit residual. |
| | |b. |before income tax allocations are made. |
| | |c. |after the salary and interest allocations are made. |
| | |d. |in any manner agreed to by the partners. |
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|Use the following information for questions 17, 18 and 19. |
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|Davis has decided to retire from the partnership of Davis, Eiser, and Foreman. The partnership will pay Davis $200,000. Goodwill is to be|
|recorded in the transaction as implied by the excess payment to Davis. A summary balance sheet for the Davis, Eiser, and Foreman |
|partnership appears below. Davis, Eiser, and Foreman share profits and losses in a ratio of 1:1:3, respectively. |
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|Assets | | | | |
|Cash |$ | |75,000 | |
|Inventory | | |82,000 | |
|Marketable securities | | |38,000 | |
|Land | | |150,000 | |
|Building-net | | |255,000 | |
|Total assets |$ | |600,000 | |
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|Equities | | | | |
|Davis, capital | | |160,000 | |
|Eiser, capital | | |140,000 | |
|Foreman, capital | | |300,000 | |
|Total equities |$ | |600,000 | |
LO5
|17. | |What goodwill will be recorded? |
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| | |a. |$40,000. |
| | |b. |$120,000. |
| | |c. |$160,000. |
| | |d. |$200,000. |
LO5
|18. | |What partnership capital will Eiser have after Davis retires? |
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| | |a. |$100,000. |
| | |b. |$140,000. |
| | |c. |$180,000. |
| | |d. |$220,000. |
LO5
|19. | |What partnership capital will Foreman have after Davis retires? |
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| | |a. |$240,000. |
| | |b. |$300,000. |
| | |c. |$360,000. |
| | |d. |$420,000. |
LO6
|20. | |In a limited partnership, a general partner |
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| | |a. |is excluded from management. |
| | |b. |is not entitled to a bonus at the end of the year. |
| | |c. |has limited liability for partnership debit. |
| | |d. |has unlimited liability for partnership debit. |
LO2
Exercise 1
|Cesar and Damon share partnership profits and losses at 60% and 40%, respectively. The partners agree to admit Egan into the partnership |
|for a 50% interest in capital and earnings. Capital accounts immediately before the admission of Egan are: |
| |Cesar (60%) |$ |300,000 | |
| |Damon (40%) | |300,000 | |
| |Total |$ |600,000 | |
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|Required: |
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|1. |Prepare the journal entry(s) for the admission of Egan to the partnership assuming Egan invested $400,000 for the ownership |
| |interest. Egan paid the money directly to Cesar and to Damon for 50% of each of their respective capital interests. The |
| |partnership records goodwill. |
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|2. |Prepare the journal entry(s) for the admission of Egan to the partnership assuming Egan invested $500,000 for the ownership |
| |interest. Egan paid the money to the partnership for a 50% interest in capital and earnings. The partnership records goodwill. |
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|3. |Prepare the journal entry(s) for the admission of Egan to the partnership assuming Egan invested $700,000 for the ownership |
| |interest. Egan paid the money to the partnership for a 50% interest in capital and earnings. The partnership records goodwill. |
LO3
Exercise 2
|On February 1, 2005, Flores, Gilroy, and Hansen began a partnership in which Flores and Hansen contributed cash of $25,000; Gilroy |
|contribute property with a fair value of $50,000 and a tax basis $40,000. Gilroy receives a 5% bonus of partnership income. Flores and |
|Hansen receive salaries of $10,000 each. The partnership agreement of Flores, Gilroy, and Hansen provides all partners to receive a 5% |
|interest on capital and that profits and losses be divided of the remaining income be distributed to Flores, Gilroy, and Hansen by a 1:3:1 |
|ratio. |
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|Required: |
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|Prepare a schedule to distribute $25,000 of partnership net income to the partners. |
LO3
Exercise 3
|The profit and loss sharing agreement for the Quade, Reid, and Scott partnership provides for a $15,000 salary allowance to Reid. Residual |
|profits and losses are allocated 5:3:2 to Quade, Reid, and Scott, respectively. In 2006, the partnership recorded $120,000 of net income |
|that was properly allocated to the partner's capital accounts. On January 25, 2007, after the books were closed for 2006, Quade discovered |
|that office equipment, purchased for $12,000 on December 29, 2006, was recorded as office expense by the company bookkeeper. |
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|Required: |
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|Prepare the necessary correcting entry(s) for the partnership. |
LO3
Exercise 4
|Evans, Fitch, and Gault operate a partnership with a complex profit and loss sharing agreement. The average capital balance for each |
|partner on December 31, 2006 is $300,000 for Evans, $250,000 for Fitch, and $325,000 for Gault. An 8% interest allocation is provided to |
|each partner. Evans and Fitch receive salary allocations of $10,000 and $15,000, respectively. If partnership net income is above $25,000, |
|after the salary allocations are considered (but before the interest allocations are considered), Gault will receive a bonus of 10% of the |
|original amount of net income. All residual income is allocated in the ratios of 2:3:5 to Evans, Fitch, and Gault, respectively. |
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|Required: |
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|Prepare a schedule to allocate income to the partners assuming that partnership net income is $250,000. |
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|Prepare a journal entry to distribute the partnership's income to the partners (assume that an Income Summary account is used by the |
|partnership). |
LO3
Exercise 5
|Required: |
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|Using the information from Exercise 4 above: |
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|Prepare a schedule to allocate income or loss to the partners assuming that the partnership incurs a net loss of $36,000. |
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|Prepare a journal entry to distribute the partnership's loss to the partners (assume that an Income Summary account is used by the |
|partnership). |
LO3
Exercise 6
|Grech, Harris, and Ivers have a retail partnership business selling personal computers. The partners are allowed an interest allocation of |
|8% on their average capital. Capital account balances on the first day of each month are used in determining weighted average capital, |
|regardless of additional partner investment or withdrawal transactions during any given month. Drawings are disregarded in computing |
|average capital, but temporary withdrawals of capital that are debited to the capital account are used in the average calculation. Partner |
|capital activity for the year was: |
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|Capital accounts |
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LO5
Exercise 8
|A summary balance sheet for the partnership of Ivory, Jacoby and Kato on December 31, 2006 is shown below. Partners Ivory, Jacoby and Kato |
|allocate profit and loss in their respective ratios of 9:6:10. |
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|Assets | | | | |
|Cash |$ | |50,000 | |
|Inventory | | |75,000 | |
|Marketable securities | | |120,000 | |
|Land | | |80,000 | |
|Building-net | | |400,000 | |
|Total assets |$ | |725,000 | |
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|Equities | | | | |
|Ivory, capital |$ | |425,000 | |
|Jacoby, capital | | |225,000 | |
|Kato, capital | | |75,000 | |
|Total equities |$ | |725,000 | |
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|The partners agree to admit Lange for a one-tenth interest. The fair market value for partnership land is $180,000, and the fair market |
|value of the inventory is $150,000. |
|Required: |
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|1. |Record the entry to revalue the partnership assets prior to the admission of Lange. |
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|2. |Calculate how much Lange will have to invest to acquire a 10% interest. |
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|3. |If Lange paid $200,000 to the partnership in exchange for a 10% interest, what would be the bonus that is allocated to each |
| |partner's capital account? |
LO5
Exercise 9
|A summary balance sheet for the Vail, Wacker Yang partnership on December 31, 2006 is shown below. Partners Vail, Wacker, and Yang allocate|
|profit and loss in their respective ratios of 4:5:7. The partnership agreed to pay partner Yang $227,500 for his partnership interest upon |
|his retirement from the partnership on January 1, 2007. Any payments exceeding Yang’s capital balance are treated as a bonus from partners |
|Vail and Wacker. |
|Assets | | | | |
|Cash |$ | |75,000 | |
|Inventory | | |87,500 | |
|Marketable securities | | |60,000 | |
|Land | | |90,000 | |
|Building-net | | |150,000 | |
|Total assets |$ | |462,500 | |
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|Equities | | | | |
|Vail, capital |$ | |212,500 | |
|Wacker, capital | | |112,500 | |
|Yang, capital | | |137,500 | |
|Total equities |$ | |462,500 | |
Required:
Prepare the journal entry to reflect Yang’s retirement from the partnership.
LO5
Exercise 10
|A summary balance sheet for the Almond, Brandt, and Clack partnership on December 31, 2006 is shown below. Partners Almond, Brandt, and |
|Clack allocate profit and loss in their respective ratios of 2:1:1. The partnership agreed to pay partner Brandt $135,000 for his |
|partnership interest upon his retirement from the partnership on January 1, 2007. The partnership financials on January 1, 2007 are: |
|Assets | | | | |
|Cash |$ | |75,000 | |
|Inventory | | |85,000 | |
|Marketable securities | | |60,000 | |
|Land | | |90,000 | |
|Building-net | | |150,000 | |
|Total assets |$ | |420,000 | |
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|Equities | | | | |
|Almond, capital |$ | |210,000 | |
|Brandt, capital | | |105,000 | |
|Clack, capital | | |105,000 | |
|Total equities |$ | |420,000 | |
|Required: |
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|Prepare the journal entry to reflect Brandt’s retirement from the partnership: |
|1. Assuming a bonus to Brandt. |
|2. Assuming a revaluation of total partnership capital based on excess payment. |
|3. Assuming goodwill to excess payment is recorded. |
SOLUTIONS
Multiple Choice Questions
| 1. |a | |
| 2. |d | |
| 3. |c | |
| 4. |b | |
| 5. |b | |
| 6. |c |The assets will be valued upward by $90,000 which, allocated on a 2:3:5 basis, yields $18,000 to McCune, |
| | |$27,000 to Nall, and $45,000 to Oakely. |
| 7. |d |After the revaluation, the assets will be recorded at $602,500. If Pavic is admitted for a one-fifth interest, |
| | |the $602,500 represents 80% of the total implied capital. Dividing $602,500 by 80% gives a total capitalization|
| | |of $753,150 for which $150,625 is required from Pavic for a 20% interest. |
| 8. |d |Each of the original partners has given up 20% of their interest to Pavic. Their profit and loss sharing ratios|
| | |will therefore be 80% of what they were before the admission of Pavic. |
| | | |
| | |McCune 20% x 80% = 16% |
| | |Nall 30% x 80% = 24% |
| | |Oakely 50% x 80% = 40% |
| | |Pavic = 20% |
| | | |
| | |Expressed as: 4:6:10:5 |
| 9. |c |Albion: [($100,000 x 6) + ($88,000 x 1) + |
| | | ($128,000 x 5)]/12 = $110,667 |
| | | |
| | |Blaze: [($120,000 x 5) + ($105,000 x 5) + |
| | | ($155,000 x 2)]/12 = $119,583 |
| | | |
|10. |b |Capital: ($112,000 + $119,000)x(10%) = $23,100 |
| | |Salary: ($20,000 + $30,000) = $50,000 |
| | |Total: $23,100 + $50,000 = $73,100 |
|11. |b |Albion: ($100,000 x 10%) + $20,000 + $24,000 = $54,000 |
| | |Blaze: ($120,000 x 10%) + $30,000 + $24,000 = $66,000 |
| | | |
|12. |b |Interest: ($500,000 x 10%) = $50,000 |
| | |Salary: ($10,000 + $20,000) = $30,000 |
| | |Bonus: Condition not met = $0 |
| | | |
| | |Total allocations = $80,000 and over-allocations = |
| | |$80,000 - $60,000 = $20,000 |
|13. |b |Bloom: |
| | |Interest allocation: $20,000 |
| | |Salary allocation: $10,000 |
| | | |
| | |Carnes: |
| | |Interest allocation: $30,000 |
| | |Salary allocation: $20,000 |
| | | |
| | |There is a total of $80,000 for positive allocations. To bring them down to a $20,000 loss, a residual |
| | |adjustment of ($100,000) is needed which is allocated ($40,000) to Bloom and ($60,000) to Carnes. After these |
| | |amounts are assigned to the partners, each partner’s capital account will be reduced by a net $10,000. |
|14. |a |B = .1x($121,000 - B) |
| | |B = $12,100 - .1B |
| | |1.1B = $12,100 |
| | |B = $11,000 |
|15. |d | |
|16. |d | |
|17. |d | |
|18. |c | |
|19. |c | |
|20. |d | |
Exercise 1
|Requirement 1 | | | |
| | | | |
|Goodwill | |200,000 | |
| Cesar, capital | | |120,000 |
| Damon, capital | | |80,000 |
| | | | |
|Cesar, capital | |210,000 | |
|Damon, capital | |190,000 | |
| Egan, capital | | |400,000 |
| |
|If a $400,000 payment represents 50% of total capital, then twice that amount, or $800,000, is the implied total capital including |
|goodwill. If the present total capital is $600,000, and the implied total capital is $800,000, the amount of goodwill to record is |
|$200,000. This goodwill is allocated 60% to Cesar and 40% to Damon. |
| |
|After the first entry is posted, the balances in the Cesar and Damon capital accounts will be $420,000 and $380,000, respectively. If |
|one-half of each partner’s interest is given to Egan, Cesar’s capital account is reduced by $210,000, and Damon’ capital account is reduced|
|by $190,000. |
| | | | |
|Requirement 2 | | | |
| | | | |
|Goodwill | |100,000 | |
|Cash | |500,000 | |
| Egan, capital | | |600,000 |
| | | | |
|If we focus on the current capital of the partnership, $600,000, and say that it is fairly valued, then, if it represents 50% of final |
|capital after Egan’s investment, final capital should be $1,200,000. Egan’s share of final capital will be $600,000, and, if Egan invests |
|$500,000 for this interest, there must be $100,000 of goodwill that is allocated to Egan. |
| | | | |
| | | | |
|Requirement 3 | | | |
| | | | |
|Goodwill | |100,000 | |
| Cesar, capital | | |60,000 |
| Damon, capital | | |40,000 |
| | | | |
|Cash | |700,000 | |
| Egan, capital | | |700,000 |
If Egan invests $700,000 for a 50% interest, it implies that total partnership capital should be $1,400,000. After Egan’s investment, total capital will be $1,300,000, and goodwill is therefore $100,000. The goodwill is allocated to Cesar and Damon.
Exercise 2
| | | |Income |
| Quade, capital | | |6,000 |
| Reid, capital | | |3,600 |
| Scott, capital | | |2,400 |
| | | | |
|Correction of journal entry error from 12/29/03. To record office equipment and to adjust partner capital accounts. |
| | | | |
Exercise 4
Requirement 1
| | | |Income |
| Evans, capital | | |60,000 |
| Fitch, capital | | |74,000 |
| Gault, capital | | |116,000 |
| | | | |
Exercise 5
Requirement 1
| | | |Loss |
|Gault, capital | |39,500 | |
| Evans, capital | | |7,800 |
| Income summary | | |36,000 |
| | | | |
Exercise 6
| | | |Grech | |
|Jan, Feb $ 200,000 x 2 = |$ | |400,000 | |
|Mar 250,000 x 1 = | | |250,000 | |
|Apr, May, Jun, Jul 260,000 x 4 = | | |1,040,000 | |
|Aug, Sep 253,000 x 2 = | | |506,000 | |
|Oct, Nov, Dec 258,000 x 3 = | | |774,000 | |
|Total capital |$ | |2,970,000 | |
|Average capital |$ | |247,500 | |
|Interest allocation |$ | |19,800 | |
| | | | | |
| | | |Harris | |
|Jan, Feb, Mar $ 300,000 x 3 = |$ | |900,000 | |
|Apr, May, Jun, Jul 320,000 x 4 = | | |1,280,000 | |
|Aug, Sep 330,000 x 2 = | | |660,000 | |
|Oct, Nov, Dec 334,000 x 3 = | | |1,002,000 | |
|Total capital |$ | |3,842,000 | |
|Average capital |$ | |320,167 | |
|Interest allocation |$ | |25,613 | |
| | | | | |
| | | | | |
| | | | | |
| | | |Ivers | |
|Jan, Feb, Mar, Apr $ 250,000 x 4 = |$ | |1,000,000 | |
|May, Jun, Jul, Aug, Sep 240,000 x 5 = | | |1,200,000 | |
|Oct, Nov 245,000 x 2 = | | |490,000 | |
|Dec 250,000 x 1 = | | |250,000 | |
|Total capital |$ | |2,940,000 | |
|Average capital |$ | |245,000 | |
|Interest allocation |$ | |19,600 | |
| | | | | |
Exercise 7
| |
| |
|The assets of the partnership must be adjusted to fair market value. Land will increase by $100,000, and Inventory by $75,000. The profit |
|and loss ratio elements add up to 25. Partner Ivory will then be allocated 9/25 of the $175,000, etc. |
| | | | |
|Land | |100,000 | |
|Inventory | |75,000 | |
| Ivory, capital | | |63,000 |
| Jacoby, capital | | |42,000 |
| Kato, capital | | |70,000 |
| | | | |
|Requirement 2 | | | |
| | | | |
|The partnership's total assets after revaluation are $900,000. If Lange acquires a 10% interest, it implies that the $900,000 represents |
|90% of the partnership’s value after Lange's investment. Therefore, $900,000/90% = $1,000,000, and $1,000,000 x 10% = $100,000. The entry |
|to record Lange’s investment would be: |
| | | | |
|Cash | |100,000 | |
| Lange, capital | | |100,000 |
|Requirement 3 | | | |
| | | | |
|Cash | |200,000 | |
| Lange, capital | | |100,000 |
| Ivory, capital | | |36,000 |
| Jacoby, capital | | |24,000 |
| Kato, capital | | |40,000 |
| | | | |
Exercise 9
|1/1/04 Yang, capital | |137,500 | |
| Vail, capital ($90,000 x 4/9) | |40,000 | |
| Wacker, capital ($90,000 x 5/9) | |50,000 | |
| Cash | | |227,500 |
| | | | |
Exercise 10
|Requirement 1 |
| |
|Almond and Clack give a bonus to Brand which reduces their capital in a 2 to 1 ratio. |
| | | | |
|Brandt, capital | |105,000 | |
|Almond, capital | |20,000 | |
|Clack, capital | |10,000 | |
| Cash | | |135,000 |
| | | | |
| | | | |
|Requirement 2 | | | |
| | | | |
|Revalue the total partnership capital to reflect the value at Brandt’s retirement’s excess payment of $30,000. |
| | | | |
|Goodwill | |60,000 | |
|Almond, capital | | |20,000 |
|Clack, capital | | |10,000 |
|Brandt, capital | | |30,000 |
| | | | |
|Brandt, capital | |135,000 | |
| Cash | | |135,000 |
| | | | |
|Requirement 3 | | | |
| | | | |
|Add goodwill equal to the excess payment | | | |
| | | | |
|Brandt, capital | |105,000 | |
|Goodwill | |30,000 | |
| Cash | | |135,000 |
| | | | |
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