Advanced Accounting by Debra Jeter and Paul Chaney Chapter 17: Partnership Liquidation Slides Authored by Hannah Wong, Ph.D. Rutgers University 17 - 0 Steps in Liquidation Process Compute net income or loss up to the date of dissolution, allocate to partners Convert assets into cash if necessary, record gain or loss and allocate to partners Distribute assets to creditors and partners 17 - 1 Order of Payment creditors other than partners loans from partners capitals of partners profits of partners 17 - 2 Joint and Several Liability legal action may be brought against all partners together or against any one or more of the partners in separate suits 17 - 3 Marshaling of Assets recognition of the rights of partnership and personal creditors and the classification of assets into partnership and personal categories 17 - 4 Right of Offset A partner with an outstanding loan to the partnership can offset the loan against his debit capital balance 17 - 5 Priorities of Claims against Partnership Assets partnership creditors personal creditors that did not recover their claims in full from personal assets limited to the partner’s capital interest in the partnership 17 - 6 Priorities of Claims against Personal Assets personal creditors partnership creditors that did not recover their claims in full from partnership assets regardless of the partner’s capital interest in the partnership claims of partnership against the partner i.e., a deficit equity interest 17 - 7 Simple Liquidation Sequence of events sale of all noncash assets and allocation of loss based on their profit and loss ratio payment offset to creditors loan against debit capital balance allocate debit capital balance of insolvent partner investment payment by partners to partners based on their capital balances 17 - 8 Installment Liquidation noncash assets are sold over an extended period partners receive cash in installments problems: distribution of cash to partners before total liquidation loss is known potential wrongful distributions against the interest of creditors or individual partners 17 - 9 Safe Payment Approach Assumptions: a loan to or from a partner will be combined with the partner’s capital account remaining noncash assets will not provide additional cash a partner with a deficit capital account will be unable to make additional investment 17 - 10 Safe Payment Approach Procedure a safe payment schedule is prepared each time cash is to be distributed 17 - 11 Advance Cash Distribution Plan A schedule that specifies the order in which each partner will participate in cash distribution the amount of cash each partner will receive as it becomes available for distribution 17 - 12 Advance Cash Distribution Plan - Steps net capital interest of each partner = capital account +/- loans to (from) partnership order of participation = ranking by: loss absorption potential (= net capital interest / profit and loss ratio) amount of cash distributed to each partner = (difference in loss absorption potentials of partner and next ranking partner) x (profit and loss ratio) 17 - 13 Incorporation of a Partnership Advantages of incorporation limited liability continuity of existence ability to raise resources 17 - 14 Incorporation of a Partnership Procedures assets and liabilities are transferred to the corporation partners receive capital stock in settlement of their interests partnership accounts restated to fair values 17 - 15 Incorporation of a Partnership Accounting Steps The partnership books may be retained for use by the corporation or a new set of books may be established 17 - 16 Retention of Partnership Books Valuation JE Inventory Land 2,000 5,000 Equipment Accounts receivable 1,000 400 Valuation adjustment 5,600 To adjust assets and liabilities to fair value. The gains and losses are accumulated in the valuation adjustment account. 17 - 17 Retention of Partnership Books Valuation-Closing JE Valuation adjustment Art, capital 5,600 Beck, capital 2,800 2,800 To close the valuation adjustment account to the partners’ capital accounts by their profit and loss ratio. 17 - 18 Retention of Partnership Books Capital-Closing JE Art, capital Beck, capital Capital stock 10,800 7,800 18,600 To close the capital account upon transfer of capital stock 17 - 19 New Books Established All accounts in partnership books will be closed the corporation records the assets received and liabilities assumed at fair value 17 - 20 Advanced Accounting by Debra Jeter and Paul Chaney Copyright © 2001 John Wiley & Sons, Inc. All rights reserved. Reproduction or translation of this work beyond that permitted in Section 117 of the 1976 United States Copyright Act without the express written permission of the copyright owner is unlawful. 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