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Alfonso Inc. acquired 100 percent of the voting shares of BelAire Company on January 1, 2020. In exchange, Alfonso paid $387,500 in cash and issued 100,000 shares of its own $1 par value common stock. On this date, Alfonso’s stock had a fair value of $15 per share. The combination is a statutory merger with BelAire subsequently dissolved as a legal corporation. BelAire’s assets and liabilities are assigned to a new reporting unit.

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Answer:

This scenario describes a business combination in which Alfonso Inc. acquired 100% ownership of BelAire Company on January 1, 2020, using both cash and common stock as consideration. The combination is a statutory merger, meaning that BelAire is dissolved as a legal corporation and its assets and liabilities are assigned to a new reporting unit.

To record this business combination, Alfonso would need to perform a detailed analysis of the fair values of the assets and liabilities of BelAire as of the acquisition date, and allocate the total consideration paid (i.e., $387,500 in cash plus the fair value of 100,000 shares of Alfonso's common stock) to those assets and liabilities based on their fair values.

Assuming that the fair values of the assets and liabilities of BelAire on the acquisition date were as follows:

Assets:

Cash: $50,000

Accounts receivable: $100,000

Inventory: $150,000

Property, plant, and equipment: $400,000

Goodwill: $200,000

Liabilities:

Accounts payable: $75,000

Long-term debt: $250,000

The total fair value of BelAire's net assets is ($50,000 + $100,000 + $150,000 + $400,000 + $200,000) - ($75,000 + $250,000) = $575,000.

The allocation of the consideration paid would be as follows:

Cash paid: $387,500

Fair value of 100,000 shares of Alfonso's common stock: 100,000 shares x $15 per share = $1,500,000

Total consideration paid: $1,887,500

Allocation of consideration:

Cash: $50,000 / $575,000 x $1,887,500 = $164,348

Accounts receivable: $100,000 / $575,000 x $1,887,500 = $328,261

Inventory: $150,000 / $575,000 x $1,887,500 = $492,174

Property, plant, and equipment: $400,000 / $575,000 x $1,887,500 = $1,310,870

Goodwill: $200,000 / $575,000 x $1,887,500 = $657,391

Accounts payable: $75,000 / $575,000 x $1,887,500 = $246,739

Long-term debt: $250,000 / $575,000 x $1,887,500 = $818,478

The entry to record the acquisition would be:

Debit Property, plant, and equipment: $1,310,870

Debit Goodwill: $657,391

Debit Cash: $164,348

Debit Accounts receivable: $328,261

Debit Inventory: $492,174

Credit Accounts payable: $246,739

Credit Long-term debt: $818,478

Credit Cash: $387,500

Credit Common stock: $1,500,000

This entry records the allocation of the total consideration paid to the assets and liabilities acquired, as well as the issuance of Alfonso's common stock to BelAire's shareholders.

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