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Thistle Corporation Declares a Nontaxable Dividend Payable in Rights to Subscribe

question 95

Essay

Thistle Corporation declares a nontaxable dividend payable in rights to subscribe to common stock. One right and$25 entitle the holder to subscribe to one share of stock. One right is issued for each share of stock held. Annette, a shareholder, owns 200 shares of stock that she purchased five years ago for $3,000. At the date of distribution of the rights, the market values were $50 per share for the stock and $25 for a right. Annette received 200 rights. She exercises 160 rights and purchases 160 additional shares of stock. She sells the remaining 40 rights for $1,080. What are the tax consequences to Annette?


Definitions:

Consolidation Method

An accounting method used when a parent company includes the financials of its subsidiary into its own financial statements.

Unrealized Profits

Profits that have been earned on paper through an investment's increased value but have not yet been realized through a sale.

After-Tax Dollar Value

The net value of an investment or income after all applicable taxes have been subtracted.

Tax Rate

The percentage at which an individual or corporation is taxed by the government on income or profits.

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