Audit finds California regularly sends pension checks to dead people

Link: https://www.thepress.net/news/state/audit-finds-california-regularly-sends-pension-checks-to-dead-people/article_df529bf9-e765-504f-bcd3-f40a217c1f98.html

Excerpt:

An audit of the California Public Employees’ Retirement System, America’s largest public pension fund, found regular payments to pensioners well after they died, so much so it’s challenging to get the money back. 

Around 1,800 CalPERS pensioners die every month, according to a June memorandum from the fund’s Office of Audit Services that recently become public. CalPERS had more than $41 million in wrongful pension payments outstanding as of July 31, 2020, the audit said. It estimated CalPERS made those payments to about 22,000 dead pensioners.

The CalPERS Death and Survivor Benefits Division (DSBD) is responsible for verifying a pensioner has passed away and stopping payment. The audit found this process is done by a part-time employee that’s not given regular supervisory oversight.

…..

Of the sample of 30 cases audited, the report found DSBD learned pensioners had died an average of 47 months after the date of their deaths, resulting in $2.34 million in wrongful payments that had yet to be recovered. 

Author(s): Cole Lauterbach, The Center Square

Publication Date: 20 Sept 2021

Publication Site: The Press

Illinois progressives aim for nation’s highest estate tax to give more to people with disabilities

Link: https://www.thecentersquare.com/illinois/illinois-progressives-aim-for-nation-s-highest-estate-tax-to-give-more-to-people-with/article_e6229414-8b53-11eb-8084-f7ac7b6876d2.html#new_tab

Excerpt:

The state would pay for the program by adding an additional 5% on Illinois’ estate tax from 4.95% to 9.95%. That would result in a top marginal rate of 21% on value over $4 million.

“The top marginal estate tax rate under this proposal would become the highest in the country at 21%,” Tax Foundation analyst Katherine Loughead said. 

Illinois is one of 12 states that tax the total value of an estate at the time of the owner’s death. Any estate value over $4 million would be subject to Illinois’ estate tax.

Author(s): Cole Lauterbach

Publication Date: 22 March 2021

Publication Site: The Center Square