P5-2

Question

EXCEL (Balance Sheet Preparation) Presented below are a number of balance sheet items for Montoya, Inc., for the current year, 2017.

Goodwill

\(125,000

Accumulated depreciation - equipment

\)292,000

Payroll tax payable

177,591

Inventory

239,800

Bond payable

300,000

Rent payable (short-term)

45,000

Discount on bond payable

15,000

Income tax payable

98,362

Cash

360,000

Rent payable (long-term)

480,000

Land

480,000

Common stock, \(1 par value

200,000

Notes receivable

445,700

Preferred stock, \)10 par value

150,000

Note payable

265,000

Prepaid expenses

87,920

Account payable

490,000

Equipment

1,470,000

Retained earnings

 

Debt investment (trading)

121,000

Income tax receivable

97,630

Accumulated depreciation – building

270,200

Note payable (Long-term)

1,600,000

Buildings

1,640,000

 

Instructions 

Prepare a classified balance sheet in good form. Common stock authorized was 400,000 shares, and preferred stock authorized was 20,000 shares. Assume that notes receivable and notes payable are short-term unless stated otherwise. The cost and fair value of equity investments (trading) are the same.

Step-by-Step Solution

Verified
Answer

The balance sheet of the company totals $4,407,220.

1Definition of Note Payable

The liability of the business entity arising out of a written promise made by the business entity to repay the borrowed amount on a specified date along with interest is known as a note payable.

2Classified Balance sheet

Particular

Amount $

Amount $

Assets

 

 

Current assets:

 

 

Cash

 

$360,000

Prepaid expenses

 

87,920

Inventory

 

239,800

Note receivable

 

445,700

Debt investment (trading)

 

121,000

Total current assets

 

1,254,420

 

 

 

Property, Plant and Equipment

 

 

Land

 

480,000

Building

$1,640,000

 

Less: Accumulated depreciation

(270,200)

1,369,800

 

 

 

Equipment

1,470,000

 

Less: Accumulated depreciation

(292,000)

1,178,000

 

 

 

Intangible assets

 

 

Goodwill

 

125,000

Total assets

 

4,407,220

 

 

 

Liabilities

 

 

Current liabilities

 

 

Account payable

 

490,000

Income tax payable

98,362

 

Less: Income tax receivable

(97,630)

732

 

 

 

Rent payable

 

45,000

Payroll tax payable

 

177,591

Note payable

 

265,000

Total current liabilities

 

978,323

 

 

 

Non-Current liabilities

 

 

Note payable (long-term)

 

1,600,000

Bond payable

300,000

 

Less: Discount on bond payable

(15,000)

285,000

 

 

 

Rent Payable

 

480,000

Total liabilities

 

3,343,323

 

 

 

Stockholder equity

 

 

Common shares authorized 400,000 shares 

 

200,000

Preferred shares authorized 20,000 shares

 

150,000

Retained earnings

 

713,897

Total liabilities and shareholder’s equity

 

$4,407,220