Hi @ATX-Rynr
I had a similar experience with this subject.
1) Is this taxable income? Or an undeclared part of his original estate?
This is undeclared assets to his estate and should be reported on an amended estate return.
2) Is it "simple" to transfer? Or should I consult an attorney with multistate expertise?
This is usually a straight forward process. Depending on the amounts owed, you might consider consulting an attorney or at least the attorney that handled the estate tax filings.
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