Rule 507. Record Retention Schedules.

 (a)  Offices Scheduled by the County Records Committee. Counties of the First Class.

   (1)  Offices Scheduled by the County Records Committee. Common Pleas Court Prothonotaries, Clerks of Courts, Clerks of Orphans’ Courts, Registers of Wills, District Attorneys, Sheriffs, Coroners, and Jury Commissioners or their Home-Rule equivalents when disposing of records shall do so in conformity with the applicable record retention schedules and the conditions stipulated therein promulgated from time to time by the County Records Committee under the act of August 14, 1963 (P. L. 839, No. 407) (16 P. S. §  13001 et seq.).

   (2)  Counties of the First Class. Prothonotaries, Clerks of Courts, Clerks of Orphans’ Courts, Registers of Wills, and Jury Commissioners of counties of the first class when disposing of records shall do so in conformity with the record retention schedules and the conditions stipulated therein promulgated from time to time by the County Records Committee for counties of the second through eighth classes under the act of August 14, 1963 (P. L. 839, No. 407) (16 P. S. §  13001 et seq.), as amended.

 (b)  Offices Scheduled by the Supreme Court. System and related personnel engaged in clerical functions in offices which support the offices covered by general or specific record retention and disposition schedules promulgated from time to time by the Supreme Court when disposing of records shall do so in conformity with the record retention and disposition schedules and the conditions stipulated therein.

 (c)  Non-scheduled offices. System and related personnel in offices not covered under subdivisions (a) or (b) when disposing of records shall submit to the Administrative Office of Pennsylvania Courts and to the Pennsylvania Historical and Museum Commission duplicate copies of a record disposal certificate form and a written statement explaining the nature and the content of the records. After consultation with the Commission, the Administrative Office may authorize the destruction of such records, either with or without the retention of a permanent copy.

 (d)  Disposal Certification Requests. Disposal Logs. All requests for disposition of permanent records shall be made on forms adopted from time to time by the Administrative Office of Pennsylvania Courts. No permanent records may be disposed unless authorization is sought, and received, utilizing the appropriate disposal certification request form. All non-permanent records disposed upon expiration of the retention period provided in the applicable record retention and disposition schedules shall be listed on record disposal log forms adopted from time to time by the Administrative Office of Pennsylvania Courts. The record disposal log forms shall be filed with the Administrative Office of Pennsylvania Courts on an annual basis, or as otherwise provided by the Administrative Office of Pennsylvania Courts.

   Official Note

   The record retention schedules promulgated by the County Records Committee are only applicable to county offices of counties of the second through eighth classes, since the County Records Act, as amended, is only applicable to counties of the second through eighth classes. Accordingly, none of the county offices of the counties of the first class are governed by the County Records Act. Nonetheless, many of the county offices of the counties of the first class which support the Unified Judicial System unofficially utilize the record retention schedules promulgated by the County Records Committee in disposing official records within their control. In order to foster uniformity among these offices, subsection (a)(2) was added, specifically listing the offices within the counties of the first class which must henceforth comply with the record retention schedules promulgated by the County Records Committee.

   UNIFIED JUDICIAL SYSTEM SCHEDULED COURT RECORDS DISPOSAL CERTIFICATION REQUEST

   [Pursuant to PA RJA 507(b)]

ws-807a1

Unified Judicial System Disposal Log for Non-Permanent Records

ws-807b1

Source

   The provisions of this Rule 507 adopted August 1, 1980, effective August 2, 1980, 10 Pa.B. 3164; amended July 19, 1990, effective immediately, 20 Pa.B. 4698; amended November 28, 2001, effective January 14, 2002, 31 Pa.B. 6780. Immediately preceding text appears at serial pages (216457) to (216458) and (256793) to (256794).



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