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INHERITANCE TAX RETURNS

RDA Number
793
Effective Date
Record Series Abstract
Inheritance Tax returns form(INH 301)
Record Series Active
Yes
Cut Off at End of
Calendar Year
Total Retention Years
8
Total Retention Months
0
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.
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.
Allotment Code
347.16
Annual Accumulation
100 cu. ft.
Current Volume
500 cu. ft.
Record Value
Administrative
Audit Requirements
State
Information Shared Outside the State
No
Essential Record
No
Essential Record Media Type
Paper
Confidential
No
Does this Record Series Contain Sensitive Information?
No
Agency Retention
3 years
Records Center Retention Period
5 years.
Records Management Division (RMD)
06-04-2015
No recommended change..
Tennessee State Library and Archives
06-04-2015
No recommended changes.
Comptroller Audit Review
06-08-2015
We have reviewed RDA 793 from an audit standpoint. We concur with the recommended retention and disposition specifications.
Agency Records Officer
07-21-2014
Agency agrees with TSLA and Audit recomendations.
RMD Director
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.
Public Records Commission
06-23-2015
PRC approves RDA 793.