Principles & Practice of Accounting
Financial Statements of Not-for-Profit Organizations
5% weightage

Legacy

Complete study guide with 3 practice questions, detailed explanations, and expert solutions for Legacy in CA Foundation Principles & Practice of Accounting.

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Study Notes: Legacy

Free study material for CA Foundation Principles & Practice of AccountingFinancial Statements of Not-for-Profit Organizations

Legacy is property or money received by NPO as inheritance from a deceased member's will. Accounting Treatment: Legacies are recognized as income when there is reasonable certainty of receipt and the amount can be reliably measured. Timing: Legacy is typically recognized when formal notification/documentation is received from the estate executor. Uncertainty: Until probate is complete and funds actually received, legacy may be shown as contingent asset. Balance Sheet: Pending legacies shown as contingent asset in notes, Received legacies shown in current assets and recognized in I&E Account as legacy income. Large Legacies: May be capitalized in Capital/Endowment Fund if meant for long-term benefit, Or recognized as income if for general use. Documentation: Maintain executor's communication, legal documentation of bequest, proof of amount owed. Restricted Legacies: If will specifies use (e.g., for specific scholarship), treated as restricted fund; income recognized only when spent per restriction. Accounting Entries: When received: Debit Bank, Credit Legacy Income (if not yet accrued) or Credit Liability (if previously accrued). Disclosure: Contingent legacies disclosed in notes; received legacies shown in I&E Account and Balance Sheet. Multi-year Legacies: If bequest includes ongoing payments, recognize only amount received in current period as income. Exam tip: Distinguish between contingent and recognized legacies; understand the timing of recognition; practice accounting for restricted vs unrestricted legacies; know proper balance sheet presentation.

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