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WASSERMAN ESTATE

No. 2178 of 1973.

5 Pa. D. & C. 3d 755 (1977)

Wasserman Estate

Common Pleas Court of Philadelphia County, O. C. Division, Pennsylvania.

January 24, 1977.

Attorney(s) appearing for the Case

Louis E. Levy, for exceptants.

Catherine R. Barone, for Commonwealth.

Before Pawelec, Gutowicz, Silverstein, Klein and Shoyer (specially presiding),

PAWELEC, A.J., January 24, 1977.

SUR APPEAL FROM THE INHERITANCE TAX ASSESSMENT

Presently before the court is an appeal from the inheritance tax assessment. The issue arose as a result of the death of Edith Stix Wasserman, settlor and life tenant of an inter vivos trust.

The facts are undisputed. On May 19, 1926, settlor transferred certain assets to her trustee to pay the income therefrom to settlor for life, and upon her death, the principal...

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