Henrikson v. United States

CourtUnited States Court of Federal Claims
DecidedOctober 31, 2022
Docket21-1899
StatusPublished

This text of Henrikson v. United States (Henrikson v. United States) is published on Counsel Stack Legal Research, covering United States Court of Federal Claims primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Henrikson v. United States, (uscfc 2022).

Opinion

In the United States Court of Federal Claims

) PETER R. HENRIKSON, ) ) Plaintiff, ) ) No. 21-1899C v. ) ) (Filed: October 31, 2022) THE UNITED STATES OF AMERICA, ) ) Defendant. ) ) ) )

Jason E. Perry, Law Office of Jason Perry, LLC, Wellington, FL, for Plaintiff.

Anthony F. Schiavetti, Senior Trial Counsel, U.S. Department of Justice, Civil Division, Commercial Litigation Branch, Washington, DC, with whom were Eric P. Bruskin, Assistant Director, Patricia M. McCarthy, Director, and Brian M. Boynton, Principal Deputy Assistant Attorney General, for Defendant. Major Scott Medlyn, Litigation Attorney, United States Air Force, Joint Base Andrews-Naval Air Facility, MD, Of Counsel.

OPINION AND ORDER

KAPLAN, Chief Judge.

The plaintiff in this case, Major (“Maj.”) Peter Henrikson, challenges a decision by the United States Air Force (“Air Force”) finding him not entitled to disability retirement because he had neither twenty years of service nor an unfitting condition rated at least thirty percent under the Department of Veterans Affairs (“VA”) Schedule for Ratings Disabilities (“the VA Schedule”). See 10 U.S.C. § 1201(b)(3). After exhausting the procedures established by the Air Force’s disability evaluation system, Maj. Henrikson appealed to the Air Force Board for Correction of Military Records (“AFBCMR” or “the Board”) for relief. He contended that the Air Force—which had agreed that Maj. Henrikson’s intervertebral disc syndrome rendered him “unfit to perform the duties of [his] office, grade, rank, or rating because of physical disability,” 10 U.S.C. § 1201(a)—erred in not finding that his sinusitis and radiculopathy of the left leg were also disabling and/or contributed to his unfitness.

The Board rejected Maj. Henrikson’s appeal. He then brought the present lawsuit, claiming that the AFBCMR’s decision was arbitrary and capricious and not supported by substantial evidence. The case is currently before the Court on: (1) the government’s motion to dismiss Maj. Henrikson’s complaint for lack of subject matter jurisdiction under Rule 12(b)(1) of the Rules of the Court of Federal Claims (“RCFC”); (2) its alternative motion to dismiss for failure to state a claim under RCFC 12(b)(6); and (3) the parties’ cross-motions for judgment on the administrative record.

For the reasons set forth below, the government’s motions to dismiss under RCFC 12(b)(1) and 12(b)(6) and its motion for judgment on the administrative record (“MJAR”), ECF No. 11, are DENIED. Plaintiff’s cross-motion for judgment on the administrative record (“Cross-MJAR”), ECF No. 16, is GRANTED and the case is remanded to the AFBCMR for further proceedings consistent with this opinion.

BACKGROUND

I. Statutory/Regulatory Framework

Section 1201(a) of Title 10 provides that “[u]pon a determination by the Secretary concerned that [an eligible service member] is unfit to perform the duties of the member’s office, grade, rank, or rating because of physical disability incurred while entitled to basic pay . . . the Secretary may retire the member, with retired pay.” 10 U.S.C. § 1201(a); see also Dept. of Def. Instruction (“DoDI”) 1332.18, Disability Evaluation System (DES) (August 5, 2014) (hereinafter “DoDI 1332.18”), App. 2 to encl. 3, ¶ 2. It further states that to be eligible for disability retirement, the service member must have either twenty years of service or a disability rated at least thirty percent under the VA Schedule. 10 U.S.C §§ 1201(b)(1), (b)(3). If a member has less than twenty years of service and a disability that is rated lower than thirty percent, then he instead may be separated from the service with disability severance pay. 10 U.S.C. § 1203.

In accordance with DoD directives, each military department is required to establish a Disability Evaluation System (“DES”) to determine service members’ eligibility for disability retirement. DoDI 1332.18, encl. 3, ¶ 1. An eligible service member may be referred for evaluation when he has: (1) “one or more medical conditions that may, individually or collectively, prevent [him] from reasonably performing the duties of [his] office, grade, rank, or rating,” (2) “a medical condition that represents an obvious medical risk to [his] health or to the health or safety of other members,” or (3) “a medical condition that imposes unreasonable requirements on the military to maintain or protect [him].” DoDI 1332.18, App. 1 to encl. 3, ¶¶ 2(a)(1)–(3).

The Air Force determined Maj. Henrikson’s eligibility for disability retirement in accordance with the Integrated Disability Evaluation System (“IDES”). See Admin. R. (“AR”) 3, 8, 248–49, ECF No. 10.1 IDES is a “joint DoD-VA process by which DoD determines whether ill or injured Service members are fit for continued military service and DoD and VA determine

1 There are two other evaluation processes military departments may employ: the Legacy Disability Evaluation System and the Expedited Disability Evaluation System. DoDI 1332.18. Maj. Henrikson originally contended that his case was not subject to IDES, see Pl.’s Cross-MJAR at 8–9, ECF No. 16, but abandoned that argument in his reply, Pl.’s Reply at 10, ECF No. 18 (“withdraw[ing] any claims about that potential error for the time being”). 2 appropriate benefits for Service members who are separated or retired for disability.” DoD Manual No. 1332.18 (Vol. 2), Disability Evaluation System (DES) Manual: Integrated Disability Evaluation System (IDES) (August 5, 2014) (hereinafter “IDES Manual”), at 46 (Glossary Part II: Definitions, “IDES”).

“Disability evaluation begins . . . when examination, treatment, hospitalization, or substandard performance result in referral to a Medical Evaluation Board (MEB).” Air Force Instruction (“AFI”) 36-3212, Physical Evaluation for Retention, Retirement, and Separation (February 2, 2006) (hereinafter “AFI 36-3212”), Ch. 1.3 (“Eligibility for Disability Evaluation”). The MEB’s job is to assess whether “the Service member has a medical condition that will prevent them from reasonably performing the duties of their office, grade, rank, or rating.” DoDI 1332.18, encl. 3, § 2(d).

If the MEB determines that the member cannot perform the duties of their office, grade, rank, or rating due to disability, it refers the member’s case to an informal Physical Evaluation Board (“IPEB”). Id. “The IPEB reviews the case file to make initial findings and recommendations” as to the service member’s fitness for duty. Id. at § 3(b). If the IPEB finds that one or more conditions are unfitting, it applies the VA’s disability ratings “using the diagnostic code(s) provided by the [VA] to the Service member’s unfitting conditions.” DoDI 1332.18, App. 10 to encl. 4, ¶ 2(b).

A service member who is found unfit may accept the findings of the IPEB, attempt to rebut them, or request a hearing by a formal PEB (“FPEB”). DoDI 1332.18, encl. 3, § 3(c). If a member requests a hearing, the FPEB considers the IPEB’s recommendations and then makes its own findings regarding the member’s fitness to perform his or her military duties and, if applicable, eligibility for benefits pursuant to 10 U.S.C. Ch. 61; see also IDES Manual, App. 10 to encl. 4, ¶ 3(c) (providing that the FPEB must “[c]oordinate recommendations to change the status of conditions between fit and unfit . . .

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