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Year-End Shareholder Equity Analysis

The document outlines financial statements and journal entries related to share transactions, including issued and outstanding shares, share premiums, and shareholders' equity. It provides detailed calculations for share capital, retained earnings, and treasury shares, culminating in a total shareholders' equity of P16,310,000. Additionally, it includes specific entries for share issues, dividends, and a share split.
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0% found this document useful (0 votes)
7 views2 pages

Year-End Shareholder Equity Analysis

The document outlines financial statements and journal entries related to share transactions, including issued and outstanding shares, share premiums, and shareholders' equity. It provides detailed calculations for share capital, retained earnings, and treasury shares, culminating in a total shareholders' equity of P16,310,000. Additionally, it includes specific entries for share issues, dividends, and a share split.
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

Answer to PROBLEM 5:

Statement 1: The number of issued shares at year-end is 440,000.


Statement 2: The number of outstanding shares at year-end is 438,000

a. Only Statement 1 is correct. c. Both statements are correct.


b. Only Statement 2 is correct. d. Both statements are incorrect.

Statement 1: The total amount of share premium to be reported at year-end is P1,710,000.


Statement 2: The total amount of shareholders’ equity to be reported at year-end is P8,140,000.

a. Only Statement 1 is correct. c. Both statements are correct.


b. Only Statement 2 is correct. d. Both statements are incorrect.

Journal Entries
Jan. 1: Sold 80,000 shares at P60 Cash (80k x 60) 4,800,000
per share. Share Capital (80k x 50) 4,000,000
Share Premium 800,000
May 1: Reacquired 4,000 treasury Treasury Shares (4k x 65) 260,000
shares at P65 per share. Cash 260,000
Jul. 1: Approved a share split of 5 Issued = 80k x 5 = 400k shares @new par = P10 (50÷5)
for 1. TS = 4k x 5 = 20k shares @new cost = P13 (65÷5)

Oct. 31: Issued a 10% share Since small share, use FV if higher than par (P25 > P10)
dividend when the market value
of a share is P25. Retained Earnings (400k-20k x 10% x 25) 950,000
Share Div. Payable (400k-20k x 10% x 10) 380,000
Share Premium 570,000
Dec. 31: Reissued all of the Cash (20k x P30) 600,000
treasury shares at P30. Treasury Shares (20k x P13) 260,000
Share Premium – Treasury Shares 340,000
Dec. 31: Net income for the year Income Summary 3,000,000
was P3,000,000. Retained Earnings 3,000,000

Number of Shares:
Issued TS
Jan 1 80,000
May 1 4,000
Before share split 80,000 4,000
Jul 1 split x5 x5
After share split 400,000 20,000
Oct 31 (400k-20k)x10% 38,000
After share dividend 438,000 20,000
Dec 31 (20,000)
Balance as of Dec 31 438,000 0

Share Capital = 4M = 4,000,000


Share Premium = 800k + 570k = 1,370,000
Treasury Shares = 260k – 260k =0
Retained Earnings = (950k) + 3M = 2,050,000
Share Dividends Payable = 380k = 380,000
Share Premium – Treasury Shares = 340k = 340,000
Total Shareholders’ Equity 8,140,000
Answer to PROBLEM 6:

Journal Entries
a) Issue of 5,000 preference Cash (5k x P140) 700,000
shares at P140 per share SC-PS (5k x P100) 500,000
SP-PS 200,000
b) Issue of 20,000 ordinary Cash (20k x P70) 1,400,000
shares at P70 per share SC-OS (20k x P10) 200,000
SP-OS 1,200,000
c) Retirement of 1,000 SC-PS (1k x P100) 100,000
preference shares at P150 SP-PS (1k x P40) 40,000
per share RE 10,000
Cash (1k x P150) 150,000
d) Purchase of 5,000 ordinary TS (5k x P80) 400,000
shares of treasury at P80 Cash 400,000
per share
e) Share split, ordinary share 2 Issued = 100k + 20k = 120k x 2 = 240,000 shares @new par P5 (P10 ÷ 2)
for 1. TS = 5k x 2 = 10,000 treasury shares @new cost P40 (P80 ÷ 2)

f) Reissue of 5,000 shares of Cash (5k x P50) 250,000


treasury at P50 per share. TS (5k x P40) 200,000
SP-TS 50,000
g) Net income for the year, I/S 3,000,000
P3,000,000. RE 3,000,000

h) Payment of dividend on RE (235k* x P10) 2,350,000


ordinary shares at P10 per Cash** 2,350,000
share.

*Outstanding OS = 240,000 – (10,000 – 5,000) = 235,000


**Directly credited to cash since dividend was immediately paid
i) Payment of dividend on RE (34k* x P100 x 10%) 340,000
preference shares at the Cash** 340,000
preference rate.

*Remaining PS = 30,000 + 5,000 – 1,000 = 34,000


**Directly credited to cash since dividend was immediately paid
j) Declaration of 25% bonus RE (235k x 25% x P5) 293,750
issue on ordinary shares. SDP 293,750

Since large bonus issue, retained earnings is debited at an amount equivalent to


additional shares at par value.

10% Preference share capital, 30,000 shares, P100 par: 3M + 500k – 100k = 3,400,000
Ordinary share capital, 100,000 shares, P10 par: 1M + 200k = 1,200,000
Share premium – Preference: 1.2M + 200k – 40k = 1,360,000
Share premium – Ordinary: 4M + 1.2M = 5,200,000
Retained earnings: 5M – 10k + 3M – 2.35M – 340k – 293,750 = 5,006,250
Treasury shares: 400k – 200k = (200,000)
Share premium – Treasury: 50,000 = 50,000
Share dividends payable 293,750 = 293,750
Total shareholders’ equity: 16,310,000

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