Miscellaneous

Taxation and Assessment

**Miscellaneous**
Title		Previous Schedules	Schedule Item
Real property transfer report,	including copy of deed, submitted to New York State Office of Real Property Tax Services (covers form RP-5217 or equivalent): RETENTION: 6 years	CO2 665; MU1 602	1054
Informational listing or index	used in relation to taxation and assessment, including but not limited to lists of property owners, real estate transfers, address changes, exempt properties, filed grievances, tax redemptions, notice of bankruptcy or foreclosure proceeding (including from U.S. bankruptcy courts), and billing addresses: RETENTION: 1 year after superseded or obsolete	CO2 666; MU1 603; ED1 290; MI1 532	1055
Records of apportionment of tax monies		CO2 667; MU1 604; ED1 291; MI1 533	1056	a: Annual certificate of apportionment sent to municipality or district: RETENTION: PERMANENT b: Apportionment records, except annual certificates: RETENTION: 6 years
Tax search record,	including but not limited to record of searches conducted, abstract of search results, correspondence and memoranda: RETENTION: 6 years	CO2 668; MU1 605; ED1 292; MI1 534	1057
Tax levy and tax rate determination records,	including computation of constitutional tax margin and statement filed with State Comptroller's Office: RETENTION: 6 years	CO2 669; MU1 607; ED1 293; MI1 535	1058
School property tax report card,	prepared for ensuing school year as part of the school budget process: RETENTION: PERMANENT	ED1 498	1059