Cemeteries & the clerks- recorders responsibilities

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Presentation transcript:

Cemeteries & the clerks- recorders responsibilities

TODAY WE’LL TALK ABOUT… Compliance Issues Recorded Documents Reports Cemetery Records Grants Tools for your Cemetery Funeral Directors Perspective Q & A

AND THE RESULTS ARE… 2013 Study State Legislative Auditor General Report ILR 2013-D Conclusion: It was recommended that “the Legislature consider establishing minimum requirement for operations policies and procedures and the integrity of cemetery records. Included in these minimum standards should be compliance with statutory reporting requirement by the cemeteries to the county recorder.”

Chapter 2 Donations for Care Chapter 3 Recording Plats and Conveyances UTAH STATE LEGISLATURE Title 8 Cemeteries Chapter 2 Donations for Care Chapter 3 Recording Plats and Conveyances Chapter 4 Endowment Care Cemeteries Chapter 5 Rights and Title to Cemetery Lots Chapter 6 Policies and Records

8-2-1 State treasurer to receive donations. CHAPTER 2 DONATIONS FOR CARE 8-2-1 State treasurer to receive donations. ($50 or more- perpetual care, maintenance, specific improvements) (1984) 8-2-2 Investment of funds by Division of Finance. (Monies invested by State, paid to cemetery owners and used for specific improvements) (1992)

Chapter 3 Effective 5/13/2014 8-3-1. RECORDING PLATS AND CONVEYANCES (1) An executive officer of an organization in control of a cemetery, including a cemetery maintenance district, or an individual owner in control of a cemetery, offering burial lots for sale in any county, shall file and cause to be recorded in the office of the county recorder of the county within which the respective cemetery is situated an accurate plat of the cemetery. (2) The plat required under Subsection (1) shall clearly show: (a) the sections of burial lots which have been disposed of and the names of the persons owing or holding each burial lot; and (b) the sections of burial lots held for disposal. (3) An executive officer or owner shall file additional plats of any addition to a cemetery before offering for sale any burial lots located in the cemetery. (4) A county recorder may not collect any fee for filing and recording an original plat required under this section.

Record your plat at your county recorder’s office

CHAPTER 3 EFFECTIVE 5/13/2014  8-3-2. BURIAL RIGHTS -- CERTIFICATES An executive officer of an organization in control of a cemetery, including a municipality or a cemetery maintenance district, or an individual owner in control of a cemetery, shall provide each purchaser of a lot or burial right located in the cemetery with a certificate of burial rights, properly executed.

CHAPTER 3 EFFECTIVE 5/13/2014  8-3-3. TRANSCRIPTS TO BE FILED FOR RECORD (1) No later than January 1 and July 1 of each year, the executive officer of an organization in control of a cemetery, including a municipality or cemetery maintenance district, or an individual owner in control of a cemetery with burial lots for sale, shall file with the county recorder of the county within which the cemetery is situated a transcript, duly certified by the executive officer or individual owner, of a deed, certificate of sale, or evidence of burial rights issued by the executive officer, individual owner, or the officer’s or owner’s designee during the preceding six months. (2) The county recorder shall file the transcript described in Subsection (1) without charge.

Certify your transcript ! Submit before July 1 and January 1 Mark your Calendar

CHAPTER 4 ENDOWMENT CARE CEMETERIES   8-4-1 Entities Subject To Chapter (Public Cemeteries) – Definitions (1996) 8-4-2 Endowment care cemetery trust funds (Finances, Investments, Requirements) -- Deposits in endowment fund -- Reports -- Penalties for failure to file -- Investment of trust fund money -- Attestation. (2010) 8-4-3 Withdrawals from endowment fund. (2000)  8-4-4 Insufficiency in endowment fund. (1996)

CHAPTER 5 Rights and Title to Cemetery Lots 8-5-1 Unused or unkept lots – (60 year rule) Notice procedures. (2002) 8-5-2 Action in district court for title to lots. (2002) 8-5-3 Abandonment -- Standards -- Prima facie evidence. (2002) 8-5-4 Copy of judgment to be filed with county recorder. (1985) 8-5-5 Proceeds of resale of lots. (2007) 8-5-6 Alternative council or board procedures for notice (publish for 3 weeks) -- Termination of rights. (2009) 8-5-7 Sale of only right to be buried. (2002) 8-5-8 Municipal and maintenance district cemeteries – (sell back or exchange) Rights of lot holders – Compensation -- Perpetual care charges. (2002)

CHAPTER 6 EFFECTIVE 5/13/2014 Policies and Records   8-6-2 Policies adopted and records kept.           A cemetery maintenance district, municipality, individual, or other person that controls a cemetery shall: (1) adopt policies and procedures for the regulation of its affairs and the conduct of its business, including policies and procedures for the following: (a) setting of prices and other charges for services; (b) sale of burial rights; (c) regulation of headstones; (d) care of headstones; (e) regulation of flowers, shrubs, or other foliage placed or planted on an individual burial site; and (f) compliance with provisions of this title and other governing provisions of law; and (2) establish a record keeping system, including a secure backup of the records that is regularly updated.

UTAH ADMINISTRATIVE CODE As in effect on February 1, 2016 R436-9-1. Persons and Institutions Required to Keep Monthly Listings of Vital Statistics Events. Hospitals, birthing centers, and maternity homes shall prepare a monthly listing of all births that occurred in their facilities. This listing shall include the date of birth, the parents' names, the sex of the child and the name of the medical attendant. The aforementioned facilities shall also gather and keep in their files all the information needed to complete the birth certificates for these deliveries. Hospitals are also required to include on the listing all induced abortions (names not required) occurring in their facility. Hospitals and nursing homes shall prepare a monthly listing of all the deaths and fetal deaths that occurred in their institutions. The listing should include date of death, name of the deceased, age, name of the medical attendant, name of the funeral director or the person acting as such. Funeral directors shall keep a listing of all deaths for which they conducted a funeral or provided a casket. The funeral director's listing shall include the county where the death occurred in addition to the required identifying information. Sextons or other persons in charge of cemeteries shall prepare a listing of all burials and other dispositions in their cemeteries. The listing should include the date of death, name of the deceased, age, county where death occurred, and name of the funeral director or the person in charge of the burial. The above listings shall be prepared in triplicate on forms provided by the State Registrar. One copy is to be sent to the State Registrar, one to the local registrar of the area where the facility is located, and the third is to be kept by the agency which prepared it. These reports are to be mailed by the tenth of the month following the month of occurrence. (1989)

YOUR County Deputy Registrar of Vital Statistics Send a Monthly Report of Burials to: YOUR County Deputy Registrar of Vital Statistics

Take it away Amy Barry Utah Division of State History, Cemeteries & Burials Utah Code 9.8.203 Grants are available

Utah Cemeteries & Burials Program

LEGISLATURE EFFECTIVE 5/13/2014 UTAH STATE Title 9 HERITAGE ARTS Chapter 8 History Development Part 2 Division of State History Section 203 (i) create and maintain a computerized record of cemeteries and burial locations in a state-coordinated and publicly accessible information system; (ii) gather information for the information system created and maintained under Subsection (3)(c)(i) by providing matching grants, upon approval by the board, to: (A) municipal cemeteries; (B) cemetery maintenance districts; (C) endowment care cemeteries; (D) private nonprofit cemeteries; (E) genealogical associations; and (F) other nonprofit groups with an interest in cemeteries; and (iii) adopt rules, in accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, for granting matching funds under Subsection (3)(c)(ii) to ensure that: (A) professional standards are met; and (B) projects are cost effective.

An important part of what the state does is preserving its history An important part of what the state does is preserving its history. – James R. Thompson The Division of Utah State History has a mandate to create and maintain a searchable database of Utah cemeteries and burials. Title 9, Chapter 8, Part 2 (c) Create and maintain a computerized record of cemeteries and burial locations in a state-coordinated and publicly accessible information system.

WWW.HISTORY.UTAH.GOV Our website… Family Tree Magazine named as a top website for 2015. What sets us apart is our source. Our data comes from the cemetery sexton. When available we use death certificates to enhance the data. We have 659,759 burial records for 575 cemeteries.

GRANTS So much of our future lies in preserving our past. – Peter Westbrook GRANTS State History provides a grant up to $10,000 as a match. Does not have to be a monetary match. Can include donated services, goods, etc. Help cemeteries digitize or upgrade their records. www.history.utah.gov/cemetery-grants-program.

Cemeteries should be more than places where stones lie on the ground Cemeteries should be more than places where stones lie on the ground. Cemeteries hold the stories of the people who have lived in the past… people who have shaped our past. – Audrey Bierhans

Lets Wrap this up with some suggestions for your city cemetery.

Post a Map Add a QR Code

EVERY YEAR AMY BARRY amybarry@Utah.gov SEND AN UPDATED E-FILE OF YOUR CEMETERY “DECEASED LIST” TO AMY BARRY amybarry@Utah.gov EVERY YEAR I USE MEMORIAL DAY.

POST YOUR RULES, REGULATIONS AND FEES ON YOUR WEBSITE

Post your regulations

Cemetery To Do Check List Review Utah Code § 8, Cemeteries, then review it again.   Record Cemetery Plat showing burial lots which have been disposed of and the names of the persons owning each burial lot with your County Recorder. 3. Provide each purchaser a certificate of burial rights, properly executed. No later than January 1 and no later than July 1, file with the County Recorder a transcript, duly certified, of evidence of burial rights issued during the preceding six months. Adopt Policies and Procedures including prices, regulation of headstones, care of headstones, and regulation of flowers, shrubs and so forth. 6. Establish a record keeping system including a secure backup of these records that is regularly updated. Comply with Administrate Rule 436 and provide to your county Vital Records Office a monthly list of all burial and other dispositions in your cemetery. Comply with Utah Code 9.8.203 and submitting annually to Utah Division of State History, a list of burials including, grave location, deceased name.

Laura Broomhead Procunier Funeral Director/ Manager SAY HELLO TO: Laura Broomhead Procunier Funeral Director/ Manager  Broomhead Funeral Home

Funeral Directors & Municipal Cemeteries By Laura Procunier

The importance of the job We each preform very important jobs. They are one of the most memorable events that happen in a person’s life. *Key: Honesty in the best policy. If there is an error, no matter how tough the situation, you must be honest with a family. It is important and helpful that funeral directors can call and work well with each of you and vice versa. Ex: Holiday hours, days off, days of cemetery closures, etc.

Community City cemeteries are important to communities. It provides an open green space, a sacred place/park for families and they are peaceful. Families like to have loved ones buried close to them. Families like that a community has a cemetery to meet those needs, because of that, a city will become more established. It is important for cemeteries to find ways to grow to meet the demands of city population. Also, adapt to cremation increase.

Plans for disaster Within the city disaster plans needs to be a small section on how to handle cemeteries and each scenario. If a pandemic hits an are 30% of employees (8 employees lose 2.5) will be lost/effected. Can you handle a full years case load in one month? If a disaster up roots a cemetery (flooding, earthquake, etc.) caskets, vaults, urns, bodies, etc. need to be re-identified. Do you have the tools to assist? Note: State Medical Examiner would be in charge of overseeing the operation. It would be our jobs to help assist.

UFDA (Utah Funeral Directors Association) Within the State of Utah there is a funeral directors association. It is a good way to communicate with 90% of the funeral directors in the state. You can contact them via www.ufda.org Because we all travel with burials to each of your cities, the more info we have the more content families will be.

Thank You I love my local city cemeteries and the relationships I have with them. I value your job and each of you. Thank you!

Cemetery To Do Check List Review Utah Code § 8, Cemeteries, then review it again.   Record Cemetery Plat showing burial lots which have been disposed of and the names of the persons owning each burial lot with your County Recorder. 3. Provide each purchaser a certificate of burial rights, properly executed. No later than January 1 and no later than July 1, file with the County Recorder a transcript, duly certified, of evidence of burial rights issued during the preceding six months. Adopt Policies and Procedures including prices, regulation of headstones, care of headstones, and regulation of flowers, shrubs and so forth. 6. Establish a record keeping system including a secure backup of these records that is regularly updated. Comply with Administrate Rule 436 and provide to your county Vital Records Office a monthly list of all burial and other dispositions in your cemetery. Comply with Utah Code 9.8.203 and submitting annually to Utah Division of State History, a list of burials including, grave location, deceased name. Work with Funeral Directors and Monument companies to ensure a cohesive family experience when possible.