The recent High Court decision in Lowe v Daniells [2025] EWHC
3297 (Ch) provides valuable guidance for personal representatives
and practitioners faced with a residuary beneficiary who declines
to engage with the administration of an estate.
Background
The deceased, Jean Phyllis Norman, died in 2018, leaving her
granddaughter, Lucy Daniells, as the residuary beneficiary under
her will, with two substitutes named should Lucy's gift fail.
Despite numerous attempts by the administrator to contact
Lucy – by post, email, and even process server – she
refused to cooperate, expressing distrust and declining to provide
identification or sign a deed of renunciation.
The administrator, having completed all other aspects of the
estate administration, sought the court's direction regarding
the distribution of the residue, approximately £185,000.