Department Home | Records Management Home | RDA List

Tennessee Secretary of State Tre Hargett
Records Management Division
RDA
RDA Management System
RDA Details
RDA
RDA: 793
Database ID: 96
Record Series Title: INHERITANCE TAX RETURNS
Record Series Abstract: Inheritance Tax returns form(INH 301)
Record Series Active: Yes
Cut Off at End of: Calendar Year
If Other, Explain:
Total Retention: 8 Years 0 Months
Retention End Action: Destroy
Disposition Notes: Maintain in agency 3 (three) years, then transfer to state records center for 5 (five) years, then destroy by approved methods.
View Signed Form: Form Not Received
Worksheet
Worksheet ID: 96
Record Location: 500 Deaderick St. Nashville, TN 37242, 13th floor, Central Files
File Arrangement: Returns are to be filed in Batch order.
Media Format Generated: Paper
Media Format Stored: PAPER
Date Range: 01-01-2008 thru present.
Annual Accumulation: 100 cu. ft.
Current Volume: 500 cu. ft.
Record Value: Administrative
Audit Requirements: State
Reference Frequency:
Current Year per Month: 30
Past Year: 20
2 - 5 Years: 5
Over 5 Years: 2
Data Update Frequency: Daily
Information Shared Outside of State: No
If Shared, List Agencies:
Essential Record: No
Essential Record Stored:
Essential Record Media Type: Paper
Confidential: Yes
Confidential Legal Citation:
Media Recommendation: Current Format
Media Recommendation Other:
Agency Retention: 3 years
Agency Retention - Years Active: 3 years
Agency Retention - Years Inactive: 5 years.
Records Center Retention Period: 5 years.
Final Disposition after Retention Expires: Destroy
Legal Citation: NO
Record Sample: No Sample
Legal Documentation: No Legal Documentation
Electronic Records Plan Inventory
System Name:
IT-ABC Number:
Hardware Description:
Software Description:
System Location:
Backup Procedures:
Disaster Recovery:
Data Migration Description:
Metadata Description:
Contact Information
Contact Name: Wayne A Hough
Job Title: Revenue Processing Manager
Address 1: 500 Deaderick St.
Address 2: 7th floor Processing
City: Nashville
Zip: 37242
Phone: 615-741-8384
Email: wayne.hough@tn.gov
Agency: Dept. of Revenue
Agency Head: Richard Roberts
Director: Yvonne Holbert
Allotment Code: 347.16
Status
Action Requested: New RDA
Comments
  Date Comments
Records Management Division (RMD): 06-04-2015 No recommended change..
Tennessee State Libary and Archives: 06-04-2015 No recommended changes.
Comptroller Audit Review: 2015-06-08 We have reviewed RDA 793 from an audit standpoint. We concur with the recommended retention and disposition specifications.
Agency: 07-21-2014 Agency agrees with TSLA and Audit recomendations.
RMD Director Recomendations: 06-09-2015 RDA 793 is a request to revise an RDA. The retention period will change from three years to eight years. The format will remain paper. Recommend approval of RDA 793.
Signed Form Received: 2015-06-09
PRC Meeting Date: 06-23-2015
PRC Comments: PRC approves RDA 793.
PRC Action: Approved
RDA History
ID RDA PRC Reviewed PRC Action
96 793 2015-06-23 Approved