My question involves estate proceedings in the state of: Wisconsin
As the administrator of and heir in an estate, I have concluded that a simple solution to the conflict between the will's obvious intention and the prior POD assignments of accounts, would be to deposit a good sized bank CD into the estate account as if it had been only in the deceased gentleman's name, and list it as part of the estate's bank balance in the inventory. It was legally a POD with myself as beneficiary. This would ensure significant residue for the named charities after settlement with the two designated money beneficiaries.
My question is whether this is that simple (?). The bank had both SS numbers. Is such a transfer legally filed with or reported to any governmental body? While I should perhaps report a gift to the estate, there wouldn't be any tax implications, so I would probably not bother because there would be no penalty. Probate records are public and the charities are entitled to any records filed with the court, of course, so I'd rather avoid any unusual letters of explanation in the case.
I'll "bump" my first thread for background in this situation.