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dlthomas comments on Bayes for Schizophrenics: Reasoning in Delusional Disorders - Less Wrong
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You can have a module in a certain state and another module which draws an inference from that. No homunculus needed.
Module A doesn't "draw an inference" from the state of module B, that would require module A to have a sub-module dedicated to drawing inferences from module B and evaluating their reliability. Module A simply treats the output of module B as an inference of similar weight to the one it itself makes.
But one or more drawing-inferences-from-states-of-other-modules module could certainly exist, without invoking any separate homunculus. Whether they do and, if so, whether they are organized in a way that is relevant here are empirical questions that I lack the data to address.