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Notes Payable and Debt Restructuring Guide

The document provides a review of financial accounting and reporting concepts related to notes receivable, loans payable, and debt restructuring, including multiple-choice questions and problems. It covers topics such as the present value of promissory notes, discount on notes payable, loan origination fees, and gains on extinguishment of liabilities. Additionally, it includes practical problems for calculating interest expense and carrying amounts for various financial scenarios.

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0% found this document useful (0 votes)
110 views3 pages

Notes Payable and Debt Restructuring Guide

The document provides a review of financial accounting and reporting concepts related to notes receivable, loans payable, and debt restructuring, including multiple-choice questions and problems. It covers topics such as the present value of promissory notes, discount on notes payable, loan origination fees, and gains on extinguishment of liabilities. Additionally, it includes practical problems for calculating interest expense and carrying amounts for various financial scenarios.

Uploaded by

Strwbrry
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

FINANCIAL ACCOUNTING AND REPORTING REVIEW /RGP, CPA.

FAR 19: NOTES RECEIVABLE, LOANS PAYABLE


AND DEBT RESTRUCTURING

MULTIPLE CHOICE THEORIES:

1. At issuance date, the present value of a promissory note will be equal to its face amount if the note
a. Bears a stated rate which is realistic.
b. Bears a stated rate which is less than the prevailing market rate for similar notes.
c. Is noninterest bearing and the implicit rate is less than the prevailing market rate for similar notes.
d. Is noninterest bearing and the implicit rate is equal to the prevailing market rate for similar notes.

2. Which of the following is incorrect about Discount on Notes Payable account?


a. The account has a debit balance
b. The account is presented as asset
c. Effective interest rate is higher than nominal rate
d. All of these statements are correct

3. If the present value of the note issued in exchange for a property is less than face amount, the difference should be
a. Included in the cost of the asset
b. Amortized as interest expense over the life of the note
c. Amortized as interest expense over the life of the asset
d. Included in interest expense in the year of issuance

4. Loan origination fees are


a. Added to the carrying amount of the loan payable and subsequently amortized using the straight-line method
b. Recognized immediately as income
c. Added to the carrying amount of the loan payable and subsequently amortized using the effective interest
method
d. Deducted from the carrying amount of the loan payable and subsequently amortized using the effective interest
method

5. In an asset swap, the gain on extinguishment of liability is equal to the excess of


a. The fair value of the asset transferred over its carrying amount
b. The carrying amount of the liability over the fair value of the asset transferred
c. The carrying amount of the debt over the carrying amount of the asset transferred
d. Fair value of asset over the carrying amount of the liability

6. S1: Gain on extinguishment of liability, either through asset or equity swap, is recognized as other comprehensive
income within Statement of Comprehensive Income.
S2: In an equity swap, if the fair value of the equity instruments issued cannot be reliably measured, the equity
instruments issued to extinguish a financial liability shall be measured at par value of the equity instruments issued

a. False, True c. True, True


b. True, False d. False, False

7. According to IFRIC 19, if the fair value of the equity instruments issued cannot be reliably measured, the equity
instruments issued to extinguish a financial liability shall be measured at
a. Fair value of the liability extinguished c. Par value of the equity instruments issued
b. Carrying amount of the liability extinguished d. Book value of the equity instruments issued

8. Under a debt restructuring involving substantial modification of terms, the future cash flows under the new terms
shall be discounted using
a. Original effective interest rate
b. Interest rate under the new terms
c. Market rate of interest as of the date of restructuring
d. Any of these interest rates

FINANCIAL ACCOUNTING AND REPORTING REVIEW /RGP, CPA. 1


MULTIPLE CHOICE PROBLEMS:

1. At year-end, SPLASH COMPANY issued a P1,000,000 face amount notes payable to ISLAND COMPANY in exchange
for services rendered to SPLASH. The note, made at usual trade terms, is due in nine months and bears interest,
payable at maturity, at the annual rate of 3%. The market interest rate is 8%. The present value factor of 1 due in
nine months at 8% is 0.944.

At what amount should the note payable be reported at year-end?


a. P1,030,000 c. P965,200
b. P1,000,000 d. P944,000

2. On September 30, 2024, LUCIA COMPANY borrowed P1,000,000 on a 9% note payable. The entity paid the first of
four quarterly payments of P264,200 when due on December 31, 2024.

What amount should be reported as interest expense for 2024?


a. P90,000 c. P67,500
b. P22,500 d. P30,000

On December 31, 2024, what is the carrying amount of the note payable?
a. P758,300 c. P825,800
b. P750,000 d. P735,800

3. On December 31, 2024, COOL COMPANY purchased a machine from WATER COMPANY in exchange for a
noninterest bearing note requiring eight payments of P200,000. The first payment was made on December 31, 2024
and the others are due annually on December 31. At the date of issuance, the prevailing rate of interest for this type
of note was 11%.

On December 31, 2024, what is the carrying amount of the note payable?
a. P1,142,400 c. P1,046,200
b. P1,029,200 d. P942,400

What amount should be reported as interest expense for 2025?


a. P125,664 c. P176,000
b. P103,664 d. P154,000

4. On July 1, 2024, AMANA COMPANY borrowed P1,000,000 on a 10% five-year note payable. On December 31, 2024,
the fair value of the note is determined to be P975,000 based on market and interest factors. The entity has elected
the fair value option for reporting the financial liability.

What amount should be reported as interest expense for 2024?


a. P100,000 c. P50,000
b. P97,500 d. P48,750

What is the carrying amount of the note payable on December 31, 2024?
a. P1,000,000 c. P500,000
b. P975,000 d. P900,000

What amount should be reported as gain or loss in 2024 as a result of the fair value option?
a. P25,000 gain c. P12,500 gain
b. P25,000 loss d. P -0-

5. On January 1, 2024, STONEBRIDGE COMPANY obtained a 10%, P2,000,000 bank loan. The bank charges the entity
an 11.663% nonrefundable origination fee. The principal of the loan matures on December 31, 2027 while interest
is payable annually every December 31.

What is the carrying amount of the loan on December 31, 2024?


a. P1,766,740 c. P1,814,084
b. P2,000,000 d. P1,868,056

6. LONG MEADOWS COMPANY, after having experienced financial difficulties in 2024, negotiated with a major
creditor, and arrived at an agreement to restructure a note payable on December 31, 2024. The creditor was owed
principal of P3,600,000 and interest of P400,000 but agreed to accept equipment worth P700,000 and note

FINANCIAL ACCOUNTING AND REPORTING REVIEW /RGP, CPA. 2


receivable from a customer with carrying amount of P2,700,000. The equipment had an original cost of P900,000
and accumulated depreciation of P300,000.

What amount should be recognized as gain from debt extinguishment on December 31, 2024?
a. P700,000 c. P400,000
b. P600,000 d. P -0-

7. PAVILLION COMPANY is experiencing financial difficulty and is negotiating debt restructuring with its creditor to
relieve its financial stress. PAVILLION has a P2,500,000 note payable to SHEESHWEST BANK. The bank accepted an
equity interest in PAVILLION COMPANY in the form of 200,000 ordinary shares quoted at P12 per share. The par
value is P10 per share. The fair value of the note payable on the date of restructuring is P2,200,000.

What amount should be recognized as gain from debt restructuring as a result of the equity swap?
a. P400,000 c. P500,000
b. P100,000 d. P200,000

What amount should be recognized as share premium from the issuance of shares?
a. P500,000 c. P400,000
b. P100,000 d. P200,000

If the shares have no fair value, what amount should be recognized as gain on extinguishment?
a. P200,000 c. P400,000
b. P300,000 d. P500,000

8. Due to extreme financial difficulties, RESORT COMPANY has negotiated in restructuring its 10%, P5,000,000 note
payable due on December 31, 2024. The unpaid interest on the note on such date is P5,000,000. The creditor has
agreed to reduce the face value to P4,000,000, forgive the accrued interest, reduce the interest rate to 8% and
extend the due date three years from December 31, 2024. (Round off PV factors in 2 decimal places).

What amount should be reported as gain on extinguishment of debt in 2024?


a. P1,703,200 c. P2,000,000
b. P1,203,200 d. P540,000

What amount should be reported as interest expense for 2025?


a. P320,000 c. P400,000
b. P379,680 d. P500,000

-END OF HANDOUTS-

FINANCIAL ACCOUNTING AND REPORTING REVIEW /RGP, CPA. 3

Common questions

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Equity instruments are measured at par value when extinguishing a financial liability if their fair value cannot be reliably measured. This ensures that the extinction of the financial liability reflects a conservative estimate of the transaction when reliability in fair valuation is challenged .

A discount on notes payable should be reported as a liability, presented as a contra account that is deducted from the balance of notes payable in the financial statements. It indicates that the effective interest rate is higher than the nominal rate stated in the note because it reflects the cost of borrowing .

The present value of a promissory note will equal its face amount at the issuance date if the note bears a stated rate that is realistic, meaning it closely matches the prevailing market rate for similar notes. If the note is noninterest bearing, this equality also occurs if the implicit rate is equal to the prevailing market rate .

The gain on the extinguishment of liability through an asset swap is determined by calculating the excess of the carrying amount of the liability over the fair value of the asset transferred. If the fair value of the asset transferred is higher than its carrying amount, this excess contributes to recognizing a gain in the transaction .

The gain from debt restructuring in an equity swap is recognized as the difference between the carrying amount of the debt and the fair value of the equity instruments issued, provided this can be reliably measured. If the fair value of the shares cannot be determined, the gain is the difference between the book value of the debt and the par value of shares issued .

Loan origination fees are added to the carrying amount of the loan payable and are subsequently amortized using the effective interest method. This method matches the amortization with the interest expense, reflecting the economic usefulness of the financial instrument over its life .

An entity recognizes a gain or loss under the fair value option by comparing the fair value of the liability at the reporting date with its carrying amount. Any differences result in a gain or loss. This is reflected in financial statements as a financial result as per fair value changes .

The carrying amount of a noninterest-bearing note payable with fixed annual payments is calculated using the present value of the annuity of cash flows at the prevailing market interest rate. The initial carrying value equals the present value of these future payments, discounted at the market rate effective at issuance .

Future cash flows under the new terms of a substantial debt restructuring should be discounted using the market rate of interest as of the date of restructuring to reflect the current cost of borrowing. This approach provides a more accurate representation of the present value of the restructured debt .

When restructuring involves reducing the principal and forgiving accrued interest, the gain on extinguishment of debt is recognized as the difference between the carrying amount of the liability (including any accrued interest) and the revised terms reflecting the new principal and future payment terms .

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