Question

Hawkins Corporation began construction of a motel on March 31, 2018. The project was completed on...

Hawkins Corporation began construction of a motel on March 31, 2018. The project was completed on April 30, 2019. No new loans were required to fund construction. Hawkins does have the following two interest-bearing liabilities that were outstanding throughout the construction period:

$5,800,000, 6% note
$8,520,000, 10% bonds

Construction expenditures incurred were as follows:

March 31, 2018 $ 3,280,000
June 30, 2018 5,280,000
November 30, 2018 1,656,000
February 28, 2019 2,280,000


The company’s fiscal year-end is December 31.

Required:
Calculate the amount of interest capitalized for 2018 and 2019. (Round weighted average interest rate to 2 decimal places and final answers to the nearest whole dollar.)

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Answer #1

If Interest rate rounded to Two Decimal Point

Weighted interest method
Multiply: Interest rate
Loan type Loan amount Interest expense
                         -  
Note          5,800,000 6.00%              348,000
Bond          8,520,000 10.00%              852,000
Total        14,320,000           1,200,000
Weighted average interest rate (1200000/14320000) 8.00%
Expenditure for 2018
Expenditure for 2018 Amount Time factor Weighted average
                         -  
31-Mar-18          3,280,000 9/12           2,460,000
30-Jun-18          5,280,000 6/12           2,640,000
30-Nov-18          1,656,000 1/12              138,000
Accumulated capital Expenditure before interest capitalized        10,216,000
Average Accumulated capital Expenditure           5,238,000
Interest capitalized in 2018
Average Accumulated capital Expenditure Multiplied by: interest rate Interest capitalized in 2018
                                             5,238,000 8.00% $         419,040
Total capitalized value in 2018        10,216,000              419,040        10,635,040
Expenditure for 2019
Expenditure for 2019 Amount Time factor
01-Jan-19        10,635,040 4/4        10,635,040
28-Feb-19          2,280,000 2/4           1,140,000
Accumulated capital Expenditure before interest capitalized        12,915,040
Average accumulated capital Expenditure        11,775,040
Interest capitalized in 2019
Average Accumulated capital Expenditure Interest rate Fraction of month Interest capitalized in 2019
                                           11,775,040 8.00% 4/12 $          314,001

If Interest rate rounded to Two Decimal Percentage

Weighted interest method
Multiply: Interest rate
Loan type Loan amount Interest expense
                         -  
Note          5,800,000 6.00%              348,000
Bond          8,520,000 10.00%              852,000
Total        14,320,000           1,200,000
Weighted average interest rate (1200000/14320000) 8.38%
Expenditure for 2018
Expenditure for 2018 Amount Time factor Weighted average
                         -  
31-Mar-18          3,280,000 9/12           2,460,000
30-Jun-18          5,280,000 6/12           2,640,000
30-Nov-18          1,656,000 1/12              138,000
Accumulated capital Expenditure before interest capitalized        10,216,000
Average Accumulated capital Expenditure           5,238,000
Interest capitalized in 2018
Average Accumulated capital Expenditure Multiplied by: interest rate Interest capitalized in 2018
                                             5,238,000 8.38% $         438,944
Total capitalized value in 2018        10,216,000              438,944        10,654,944
Expenditure for 2019
Expenditure for 2019 Amount Time factor
01-Jan-19        10,654,944 4/4        10,654,944
28-Feb-19          2,280,000 2/4           1,140,000
Accumulated capital Expenditure before interest capitalized        12,934,944
Average accumulated capital Expenditure        11,794,944
Interest capitalized in 2019
Average Accumulated capital Expenditure Interest rate Fraction of month Interest capitalized in 2019
                                           11,794,944 8.38% 4/12 $          329,472
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