Tuesday, 10 June 2014

 ADMISSION OF NEW PARTNER.

the last topic is about the situation where there is no  mention of AGREED CAPITALIZATION and that bonus, goodwill has to be given.

THE BONUS, GOODWILL HAS BEEN DISCUSSED ON THAT LAST LECTURE .  THE REVALUATION OF ASSETS WILL BE DISCUSSED HERE.

Partners  A, B ,C     total capital of 80,000.  D  new partner contributes 14,000  for 20% share.
Assuming the revaluation of assets is to be considered , the following will be the computation.

In case of revaluation of assets to favor the incoming partner,  it will assumed that the implied agreed capital is equal to  CONTRIBUTION OF NEW PARTNER DIVIDE HIS SHARE  to get the implied agreed capital OR THE FINAL CAPITAL . This agreed capital shall be compared to the  capital after  new partner is accepted ,t herefore adding the existing capital plus the new partner contribution would show you the  total assets of the partnership  but since the share ratio of the new partner is considered his share on the final capital hence the equivalent total final capital must be established and that is by dividing his contribution to his share ratio.  In the example below,  the 20% share of  NEW PARTNER  would result to only 70,000.00 total assets, forcing you to adjust the assets because the total assets after adding the investment of new partner is 94,000.00, that means , it is presumed that the assets is overvalued.

  new partner investment       14,000 divide 20% = 70,000 as the supposed assets or capital or plus liabilities.

now since the initial capital would be   :
    existing capital                                        80,000
plus  new partner investment                        14,000         
   initial capital  OR ASSETS                       94,000 BEFORE REVALUATION.

now whether you like it or not , the agreed capital or final capital must be 70,000, therefore , the initially recorded capital of 94,000 must be reduced  to 70,000, take note that the assets is also 94,000.00, therefore the assets must be reduced by 24,000.00 to make it 70,000.00.

IT WAS CONSIDERED IMPLIED  REVALUATION BECAUSE THE RATIO OF 20% FOR new partner would result to a 70,000.00  FINAL CAPITAL WHICH IS TURN

journal entry.

cash                      14000\
    capital                           14000
capital of D

CAPITAL OF A,B ,C         24,000
           ASSETS                               24,000
to reduce the assets of the firm from 94,000 to 70,000

THE FINAL CAPITAL NOW WOULD BE 70,000, AND THE ASSETS IS ALSO 70,000.
==================================================================

WITHDRAWAL OF THE PARTNER .

When a partner withdraw the following  can happen.

1.  to sell the assets, paid the liabilities and the remaining assets or cash are distributed to the partners.
2.  if they want to continue the business, the assets are revalued .
3. the interest of the withdrawal partner may be sold  AN OUTSIDER, ANOTHER PARTNER, OR THE PARTNERSHIP..

THE FOLLOWING IS THE MANNER ON HOW TO SETTLE  THE INTEREST OF THE  WITHDRAWAL PARTNER.

    1.   payment of outside funds thru sale of interest to an outsider, another partner .
   2.    payment thru partnership funds .

WHEN PAYMENT THRU OUTSIDE FUNDS.

the withdrawing partner sells   his interest to a former co partners or to an outsider  , in which case it is as if he the sales is a purchase by existing interest..

if sold to a partner or CO PARTNER the following may be used .

     1.  . sale of book value.
     2.    above book value , bonus method, revaluation, goodwill..

PROBLEM ILLUSTRATION:

A , B ,C, partners, C has withdrawn july 31.  SETTLEMENT OR PAYMENT TO C equity by way of the PERSONAL FUNDS of , A, B  AS  CO PARTNER AS MENTIONED ABOVE.

                                                            CAPITAL  BALANCE              RATIO
A                                                                 20,000                                20%
B                                                                 30,000                                 30%
C.                                                                50,000                                 50%
TOTAL,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,  100,000

Case no. 1.   A, B paid C 50,000.000

 entry:
    CAPITAL  C                    50,000
                  A, CAP                               20,000
                  B   CAP                               30,000
EQUITY SOLD OR PURCHASED BY present partner. at book value

A, B SIMPLY PAY  C  OF  50,000.00 , THE CAPITAL OF A IS NOW  40,000   ,  A  IS NOW 60,000 OR A TOTAL OF  100,000 CAPITAL
===============================================================

CASE 2   A, B PAID 52,000,  BONUS METHOD.

C CAP                           50,000
                A. CAP                            20,000
                B. CAP                            30,000
 to close capital of C  and was credited to A, B.
                    
A personally paid 20,800 to C,     B,  paid   31,200  to  C   or total payment of 52,000.00 .

                                              CAP OF C              BONUS      TOTAL
 A  PAYMENT                      20000                        800         20,800
B   pAYMENT                      30,000                      1,200        31,200
  TOTAL                               50,000                      2,000        52,000

THE BONUS IS SHARED AS  FF:

  A        ( 20% divide 50%) = 40%   x   2,000=  800
B           ( 30% divide 50%) = 60%  x   2,000 = 1200                  

no entry since this personally paid .

A, B PAYS C  TOTALLING  52,000.00 , C receiving more than his CAPITAL

THE CAPITALIZATION IS STILL  100,000  SHARED BY A . B.
++++++++++======================================================


CASE 3   REVALUATION OF ASSET FAVORING D,   paid by A, B  amount to  52,000.  IN THIS CASE  A, B  WILL ONLY PAY THE BOOK VALUE OF C OF 50,000 , THE 2,000  ADDITIONAL CREDIT TO  D   WILL NOT COME FROM THE PERSONAL FUND OF A, B  BUT WILL COME FROM THE INCREASE IN ASSETS DUE TO REVALUATION OF ASSETS. THAT ASSETS MAY BE A FIXED ASSETS OR ANY APPROPRIATE ASSETS. LAND MAY HAVE INCREASED ITS MARKET VALUE  COMPARED TO THE ACQUISITION COST,

Take note that  the captial of C is only 50,000 .but he will be favored by 52,000.00 , so there is a difference of 2000 ,  since  his share is 50% , therefore this 2000 is 50% of the total of the undervaluation of assets or 4,000.00  which shalll be credited to their capital accounts based on share ratio  THEREFORE  LAND IS UNDERVALUED BY 4,000.00 SO THEY WILL SHARE TO EACH THIS 4000.

TAKE NOTE THAT EVEN  A,  B  IS FAVORED BY THE INCREASE IN ASSETS BASED ON THEIR RATIO. 

 ASSETS                            4,000
         A CAPT                                  800
         B. CAPT                               1200
         C capt                                    2000

TO distribute the undervaluation of assets to all partners.
______________________________________________
CAPT D                52000
    A CAP                                      20800
     B CAPT                                   31,200

to close D CAPITAL 50,000 PLUS 2000, AND CREDIT THE 52,000 TO  A, B. based on their ratio.

D  received cash payment from A, B   TOTAL   50,000,  THE 2000 ADDITIONAL OF HIS CAPITAL WILL NOT COME FROM A,  B   BUT  WILL COME FROM THE  INCREASE IN VALUE OF LAND OF 4,000.00

THE CAPITAL OF TH PARTNERSHIP ..      A                B....        TOTAL.   :
             ORIGINAL                                     20,000       30,000     50,000
             PLUS ASSETS REVALUE                   800        1,200       2000
             SHARE ON CAP SOLD                 20800        31,200   52,000
                  TOTAL                                       41,600       62400    104,000

======================================================================

CASE 4   GOODWILL IN FAVOR OF C.   A, B PAYING  50,000,  2,000 came from goodwill

      Since the payment made is worth   52,000  , it is presumed that the capital of D of 50,000 has increased by 2,000,  presumed to be a GOODWILL given to him ,  since his share ratio is 50% , therefore dividing 2000 by 50%  would result to 4,000.00  gross goodwill, where A , B should also share.

THIS METHOD IS SIMILAR TO   REVALUATION ,  ONLY IN THIS CASE , INSTEAD OF INCREASING AN EXISTING ASSETS ( LAND OR BUILDING OR VEHICLE)  AN INTANGIBLE ASSET in the form of GOODWILL  HAS TO BE RECOGNIZED BY THE PARTNERSHIP. 

entry

GOODWILL                  4,000
     A                                          800
     B                                         1200
     C                                         2000         
         
to recognize the goodwill .

C CAPITAL                52,000
    A  CAP                              20800
    B                                        31200

to close C CAPITAL due to his withdrawal and A, B paid his capital
=============================================================

ON THE OTHER HAND , The purchase of A, B is below book value  at 47,000 BY WAY OF BONUS TO A , B ,  that means A, B   WILL PAY LESS THE  50,000 CAP OF D.
.
 CASE  1  BONUS BUT BELOW BOOK VALUE.

D  CAPITAL                        50,000
        A  CAP                                       20,000
        B   CAP                                      30,000

to close capital of D  and credit to A, B  who purchased his capital.

D will receive cash payment from A, B  total  47,000.00 , the 3,000 difference dropped in his capital  was shared by A , B. as : that means A B  will not pay C the total of 50,000, they will deduct this 3000. 

A        3,000  X  (20%DIVIde 50%)     =  1,200  less 20,000  = 18800
B        3,000  X  ( 30% divide 50%)     =   1,800  less  30,000  =28200
   total received cash by D                                                            47,000

TAKE NOTE THAT EVEN IF THEY PAID LESS THAN THE CAPITAL OF D, THEY WERE CREDITED THE WHOLE  D   CAPITAL BECAUSE A BONUS IS GIVEN TO THEM.
===============================================================

CASE  2,  REVALUATION OF ASSETS.  in this case , A , B will not be favored money wise because their capital will be reduced by way of  reduction of the a certain assets , so instead of  them paying less amount to C unlike in BONUS METHOD.

IF  THE VALUE OF CAPITAL OF C  WILL BECOME 47,000 FROM THE 50,000 BECAUSE OF REVALUATION OF ASSETS, THERFORE 3,000 IS HIS EQUIVALENT SHARE ON THE REVALUATION THEREFORE     3,000  divide 50%  is   6000 worth of revalued assets.  this 6000 shall be debited to the  A, B  C   CAPITAL ACCOUNTS ,

A, CAPITAL      20% X  6,000=                              1,200
B  CAPITAL      30% X  6,000                                 1,800
C CAPITAL      50%                                                 3,000
                 ASSETS REVALUED OR ALLOWANCE FOR REVALUATION         6,000
to reduce the assets due to overvaluation  and charged that to the partners.


C CAPITAL    (   50,000 LESS 3,000 )          47,000
     A CAPITAL  (  47,000 X ( 20%div 50%)                        18,800
      B.  CAPT                    X ( 30%DIV50%                         28,200

TO CLOSE CAPITAL OF C AND CREDIT TO A, B .

NEW CAPITAL STRUCTURE:
                                                                     A                      B                 TOT

ORIGINAL                                           20,000                    30,000      50000
ASSETS DECREASE                            1,200                      1,800         3000
PURCHASE FROM C                        18,800                    28,200         47,000
TOTAL                                                                                                 94000

THEIR CAPITAL DECREASE BY 6000 due to assets decrease.

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