Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020, in exchange for $5.916,000 in cash. Allison intends to maintain Mathias as a wholly owned...


Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020, in exchange for $5.916,000 in<br>cash. Allison intends to maintain Mathias as a wholly owned subsidiary. Both companies have December 31 fiscal year-ends. At the<br>acquisition date, Mathias's stockholders' equity was $2.010.000 including retained earnings of $1,510,000.<br>At the acquisition date, Allison prepared the following fair-value allocation schedule for its newly acquired subsidiary:<br>Consideration transferred<br>Mathias stockholders' equity<br>Excess fair over book value<br>to unpatented technology (8-year remaining life)<br>to patents (18-year remaining life)<br>to increase long-term debt (undervalued, 5-year remaining life)<br>$5,916,000<br>2,010,000<br>$3,906,000<br>$ 816,800<br>2,520, 00e<br>(110, 000)<br>3,226,000<br>$ 680,000<br>Goodwill<br>Postacquisition, Allison employs the equity method to account for its investment in Mathias. During the two years following the<br>business combination, Mathias reports the following income and dividends:<br>Income<br>$ 476, 250<br>952, 5ee<br>Dividends<br>$ 25,000<br>5e,eee<br>2020<br>2021<br>No asset impairments have occurred since the acquisition date.<br>Individual financial statements for each company as of December 31, 2021, follow. Parentheses indicate credit balances. Dividends<br>declared were paid in the same period.<br>

Extracted text: Allison Corporation acquired all of the outstanding voting stock of Mathias, Inc., on January 1, 2020, in exchange for $5.916,000 in cash. Allison intends to maintain Mathias as a wholly owned subsidiary. Both companies have December 31 fiscal year-ends. At the acquisition date, Mathias's stockholders' equity was $2.010.000 including retained earnings of $1,510,000. At the acquisition date, Allison prepared the following fair-value allocation schedule for its newly acquired subsidiary: Consideration transferred Mathias stockholders' equity Excess fair over book value to unpatented technology (8-year remaining life) to patents (18-year remaining life) to increase long-term debt (undervalued, 5-year remaining life) $5,916,000 2,010,000 $3,906,000 $ 816,800 2,520, 00e (110, 000) 3,226,000 $ 680,000 Goodwill Postacquisition, Allison employs the equity method to account for its investment in Mathias. During the two years following the business combination, Mathias reports the following income and dividends: Income $ 476, 250 952, 5ee Dividends $ 25,000 5e,eee 2020 2021 No asset impairments have occurred since the acquisition date. Individual financial statements for each company as of December 31, 2021, follow. Parentheses indicate credit balances. Dividends declared were paid in the same period.
Allison<br>Mathias<br>Income Statement<br>$ (6,440,ee0)<br>4,528,e00<br>885, 000<br>435,000<br>59,000<br>(620,500)<br>$ (1,153,500)<br>Sales<br>Cost of goods sold<br>Depreciation expense<br>Amortization expense<br>Interest expense<br>Equity earnings in Mathias<br>$(3,910,e0e)<br>2,506, 500<br>283,000<br>106, e00<br>62,000<br>$ (952,500)<br>Net income<br>Statement of Retained Earnings<br>Retained earnings 1/1<br>Net income (above)<br>Dividends declared<br>$ (5,360,000)<br>(1,153,5e0)<br>560, e00<br>$ (5,953,5e0)<br>$(1,961,250)<br>(952,500)<br>se, e00<br>$(2,863,758)<br>Retained earnings 12/31<br>Balance Sheet<br>Cash<br>78,ee0<br>960, eee<br>1,720,e00<br>6,685,750<br>3,720,000<br>100, eee<br>2,135,000<br>432,000<br>$ 15,750,750<br>146,800<br>230, e00<br>795, 800<br>Accounts receivable<br>Inventory<br>Investment in Mathias<br>Equipment (net)<br>Patents<br>2,059,000<br>Unpatented technology<br>Goodwill<br>1,460, 000<br>Total assets<br>$ 4,690, 000<br>Accounts payable<br>Long-term debt<br>Common stock<br>(597,250)<br>(1,800, e00)<br>(8, 200, e00)<br>(5,953,500)<br>$ (126,250)<br>(1,200,000)<br>(50e, e0e)<br>(2,863,750)<br>Retained earnings 12/31<br>Total liabilities and equity<br>$(15,750,750)<br>$(4, 69e, eee)<br>Requlred:<br>a. Determine the annual excess fair over book value amortization.<br>b. Prepare a worksheet to determine the consolidated values to be reported on Allison's financial statements.<br>

Extracted text: Allison Mathias Income Statement $ (6,440,ee0) 4,528,e00 885, 000 435,000 59,000 (620,500) $ (1,153,500) Sales Cost of goods sold Depreciation expense Amortization expense Interest expense Equity earnings in Mathias $(3,910,e0e) 2,506, 500 283,000 106, e00 62,000 $ (952,500) Net income Statement of Retained Earnings Retained earnings 1/1 Net income (above) Dividends declared $ (5,360,000) (1,153,5e0) 560, e00 $ (5,953,5e0) $(1,961,250) (952,500) se, e00 $(2,863,758) Retained earnings 12/31 Balance Sheet Cash 78,ee0 960, eee 1,720,e00 6,685,750 3,720,000 100, eee 2,135,000 432,000 $ 15,750,750 146,800 230, e00 795, 800 Accounts receivable Inventory Investment in Mathias Equipment (net) Patents 2,059,000 Unpatented technology Goodwill 1,460, 000 Total assets $ 4,690, 000 Accounts payable Long-term debt Common stock (597,250) (1,800, e00) (8, 200, e00) (5,953,500) $ (126,250) (1,200,000) (50e, e0e) (2,863,750) Retained earnings 12/31 Total liabilities and equity $(15,750,750) $(4, 69e, eee) Requlred: a. Determine the annual excess fair over book value amortization. b. Prepare a worksheet to determine the consolidated values to be reported on Allison's financial statements.
Jun 11, 2022
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