I had an interesting conversation this weekend with an elderly sister. She told me about a letter she received from WT not more than a month ago. It seems they had a program in place where they would "hold" money that would be used in the event of your death to pay funeral arrangements. The letter stated she would have to take this money ($2,500) back due to the IRS and tax consequences. Another sister was told if she didn't ask for her $1,500 back it would have to be kept by the Society.
This is the first I've heard of that "loving provision."