hard · Financial Accounting stockholders-equity

Coral Inc has 100,000 common shares outstanding. On 6/30 it declares and distributes a property dividend of marketable securities (available-for-sale-type equity investment carried at $400,000, fair value $700,000 on declaration date). By the 7/15 distribution date fair value has fallen to $650,000.

What is the net effect of these events on Coral's retained earnings?

  1. Retained earnings decreases $700,000 (the declaration-date fair value of the dividend), with the $50,000 later decline recognized in earnings, not retained earnings directly.
  2. Retained earnings decreases $400,000, the carrying amount of the securities distributed, because property dividends are recorded at the lower of cost or fair value.
  3. Retained earnings decreases $650,000, the distribution-date fair value, because the dividend is measured when the property actually leaves the company.
  4. Retained earnings decreases $400,000 net: a $300,000 dividend offset by remeasurement, with no gain recognized on a nonreciprocal transfer.

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