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Bond Amortization and Interest Calculations

The document contains a series of financial calculations and analyses related to bonds, including interest payments, amortization, and the effective interest method. It discusses the differences in carrying amounts under straight-line and effective interest methods, as well as modifications to liabilities and warranty provisions. Additionally, it includes various computations for interest expenses and gains on bond extinguishments.

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Lyyn 7
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0% found this document useful (0 votes)
10 views3 pages

Bond Amortization and Interest Calculations

The document contains a series of financial calculations and analyses related to bonds, including interest payments, amortization, and the effective interest method. It discusses the differences in carrying amounts under straight-line and effective interest methods, as well as modifications to liabilities and warranty provisions. Additionally, it includes various computations for interest expenses and gains on bond extinguishments.

Uploaded by

Lyyn 7
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Page |1

ANSWERS:
1. D – inflows relate to assets not liabilities
2. D
3. B
4. A
5.
Date Interest payments Interest expense Amortization Present value
Jan. 1, 20x1 4,198,948
Dec. 31, 20x1 480,000 419,894 60,106 4,138,842
4,000,000 face amount – 4,138,842 = 138,842

6.
Initial measurement: (4,000,000 – 192,147) = 3,807,853
Trial using 12%:
 (4M x PV of ₱1 @ 12%, n=3) + [400,000 x PV of an ordinary annuity of ₱1 @ 12%, n=3] = 3,807,853
 (2,847,120 + 960,733) = 3,807,853 is equal to 3,807,853
❖ The effective interest is 12%.

7.
 (700,000 x PV of 1 @4%(a), n=20(b)) + (35,000(c) x PV ordinary annuity @4%, n=20) =
 319,471 + 475,661 = 795,132

8.
Erroneous amortization of discount using straight line:
The erroneous straight-line amortization of the discount on bonds payable is computed as follows:

Face amount of bonds 4,000,000


Cash proceeds (3,807,852)
Discount on bonds payable - Jan. 1, 20x1 192,148
Divide by: Term of bonds (in years) 3
Annual amortization (straight line method) 64,049

Interest expense for 20x1 recognized under straight-line method:


Interest paid (4,000,000 x 10%) 400,000
Amortization of discount (see computation above) 64,049
Interest expense under straight-line method 464,049

Carrying amount of bonds on Dec. 31, 20x1 under straight-line method:


Carrying amount - Jan. 1, 20x1 3,807,852
Amortization of discount (see computation above) 64,049
Carrying amount - Dec. 31, 20x1 3,871,901

Amortization of discount under effective interest method:


Amortization table:
Interest Interest Present
Date payments expense Amortization value
Jan. 1, 20x1 3,807,852
Dec. 31, 20x1 400,000 456,942 56,942 3,864,794

Effect on carrying amount of bonds as of Dec. 31, 20x1


Carrying amounts on Dec. 31, 20x1:
Straight-line 3,871,901
Effective interest rate 3,864,794
Difference - overstatement under straight-line 7,107
The carrying amount of the bonds on December 31, 20x1 under the straight-line method is overstated by ₱7,107.
Page |2

9. A
Solution:
Cash proceeds including accrued interest (4M x 97%) 3,880,000
Accrued interest sold (4M x 12% x 3/12) (120,000)
Carrying amount of the bonds, April 1, 20x1 3,760,000

10.
Date Interest payments Interest expense Amortization Present value
Jan. 1, 20x1 4,303,264
Dec. 31, 20x1 480,000 430,328 49,672 4,253,592
Dec. 31, 20x2 480,000 425,360 54,640 4,198,948
July 1, 20x3 240,000 209,948 30,052 4,168,896

Carrying amount of bonds retired: (see table above) 4,168,896


Retirement price (Call price):
Retirement price including payment for
accrued interest (4M x 102%) 4,080,000
Accrued interest (4M x 12% x 6/12) (240,000) 3,840,000
Gain on extinguishment of bonds 328,896

11.
Interest on outstanding
Date Principal payments principal balance Interest payments Total payments
Dec. 31, 20x1 4,000,000 12,000,000 x 10% 1,200,000 5,200,000
Dec. 31, 20x2 4,000,000 8,000,000 x 10% 800,000 4,800,000
Dec. 31, 20x3 4,000,000 4,000,000 x 10% 400,000 4,400,000

Date Total payments Interest expense Amortization Present value


Jan. 1, 20x1 11,601,220
Dec. 31, 20x1 5,200,000 1,392,148 3,807,852 7,793,368

12.
The modification is analyzed as follows:
Old terms New terms
Principal 20,000,000 20,000,000
Accrued interest 600,000 -
Remaining term ('n') 3 years
Nominal rate 12% 10%
Direct costs of modification 200,000

Future cash flows PV factors @12%, n=3 Present value


Principal 20,000,000 0.711780 14,235,600
Interest 2,000,000 2.401831 4,803,662
Present value of the modified liability 19,039,262

Carrying amt. of old liability (20M + 600K accrued int.) 20,600,000


Present value of modified liability 19,039,262
Difference 1,560,738

Difference 1,560,738
Divide by: Carrying amount of old liability 20,600,000
7.58%

❖ The modification is NOT substantial. The old liability is not extinguished and NO GAIN OR LOSS on
extinguishment is recognized. The direct costs of modification are treated as an adjustment to the carrying amount
of the existing liability.
Page |3

13. (80M x 5%) + (60M x 20%) + (40M x 35%) + (20M x 40%) = 38M
14.
Minor repairs (40M x 3% x 10%) 120,000
Major repairs (40M x 2% x 90%) 720,000
Total 840,000
Multiply by: Present value factor (given) 0.95238
Total 800,000
Multiply by: Risk adjustment (100% + 6%) 106%
Total 848,000
Multiply by: Amount to be settled in 20x2 50%
Warranty provision – Dec. 31, 20x1 424,000

15. 200M – without deduction for reimbursement of impairment loss


16. Ignore/Do nothing
17. 2,800,000 gain on settlement
18. 2,400,000
19. 2,000,000
20.
Estimated premium liability
- Jan. 1, 20x1
Actual cost of premiums
distributed - 20x1 (60,000 x Premium expense - 20x1 (500,000
₱400) 24,000,000 32,000,000 x 80% ÷ 5 x ₱400 )

Actual cost of premiums


distributed - 20x2 (147,600 x Premium expense - 20x2 (900,000
₱400) 59,040,000 57,600,000 x 80% ÷ 5 x ₱400 )
Dec. 31, 20x2 6,560,000

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