Trust Valuation Specialist pay range
Commonwealth of Pennsylvania · class code 03753
- Class code
- 03753
- Pay scale group
- ST 07
- Pay unit
- Year
- Bargaining unit
- A3
- State
- Pennsylvania
- The Commonwealth of Pennsylvania published pay range for Trust Valuation Specialist is $60,538 to $92,010 per year.
- Commonwealth of Pennsylvania Office of Administration keys this classification as class code 03753.
- This is the range the plan authorises, not the salary of any individual employee.
Class specification
The Commonwealth job specification for this class is published by Commonwealth of Pennsylvania Office of Administration. The passages below are quoted from it as published, not paraphrased, and cut to their opening sentences; the full specification is the authority on duties and qualifications. It was last revised 06/27/2017.
What the state says the job is
This is specialized professional tax examination work in the Department of Revenue in the review, examination, and analysis of estates for inheritance tax. An employee in this job is responsible for determining the tax liability of estates under the statutory provisions for the future interest uncertainties. Work involves reviewing and analyzing wills, real estate deeds, annuity contracts, trust instruments and agreements, charitable remainder unitrusts, charitable pooled income funds, and single and multiple life estate calculations; interpreting inheritance tax statutes, regulations, procedures, and court decisions to explain the tax liability of the estate to banks, trust officers, attorneys, accountants, and estate representatives; approving or denying proposed tax compromises; establishing the department's position relative to the tax rate at which uncertain future interest will pas ...
Examples of the work
• Analyzes and reviews charitable remainder unitrusts, charitable pooled income funds, and single and multiple life estate calculations to determine the tax liability for inheritance tax. • Approves or disapproves exemptions for agriculture and family owned business interests. • Reviews wrongful death/survival action petitions and confirms to the court of jurisdiction the department’s acceptance or rejection of the proposed allocation between the two claims. • Evaluates tax compromise offers and makes value judgments in the acceptance of an offer on behalf of the commonwealth. • Interprets inheritance tax statutes, regulations, procedures, and court decisions.
Minimum qualifications
• One year of experience working with trust documents and a bachelor's degree in business administration, accounting, finance, or a closely related field; or • Five years of experience in accounting and financial analysis; or • Five years of experience in the review and evaluation of trust instruments and wills; or • Five years of experience in the review and evaluation of Pennsylvania inheritance tax returns; or • An equivalent combination of experience and training.
Quoted from the Commonwealth job specification, read 2026-10-21.
Where this comes from
Commonwealth of Pennsylvania Office of Administration publishes this figure in Classification and Pay Plan (online, current annual salary ranges). Every number on this page is read from that document; nothing is estimated, modelled or averaged.
The Commonwealth also links this class code to its own job title and specification. That page is the official description of the classification; this page publishes its pay range.
The listed pay scale is available in the Commonwealth's current ST schedule.