Montalvo v. Brown

7 Vet. App. 312, 1995 U.S. Vet. App. LEXIS 1, 1995 WL 2416
CourtUnited States Court of Appeals for Veterans Claims
DecidedJanuary 4, 1995
DocketNo. 93-553
StatusPublished
Cited by8 cases

This text of 7 Vet. App. 312 (Montalvo v. Brown) is published on Counsel Stack Legal Research, covering United States Court of Appeals for Veterans Claims primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montalvo v. Brown, 7 Vet. App. 312, 1995 U.S. Vet. App. LEXIS 1, 1995 WL 2416 (Cal. 1995).

Opinion

FARLEY, Judge:

The appellant, widow of veteran Ignacio I. Montalvo (veteran), appeals from a Board of Veterans’ Appeals (BVA or Board) decision which denied her an earlier effective date for the payment of improved death pension benefits. For the reasons that follow, the Court will vacate the decision and remand the matter to the Board.,

I.

The veteran served in the Air Force from February 1950 until September 1953. Record (R.) at 13. He died on April 16,1977 (R. at 20), and the appellant applied for a death pension in May 1977 (R. at 15-18). She was awarded death pension benefits as the sur[313]*313viving spouse of the veteran, with an effective date of April 1, 1977. R. at 26.

In January 1979, title 38 was amended to “provide improvements in the pension program for certain veterans of a period of war with non-service-connected disabilities, [and] for certain surviving spouses of veterans of a period of war....” Veterans’ and Survivors’ Pension Improvement Act of 1978, Pub.L. No. 95-588, 92 Stat. 2497 (1978) (the Act). Section 306 of the Act provides that any person eligible for an improved pension as of December 31, 1978,

may elect to receive [such] pension ..., subject to the terms and conditions in effect with respect to the receipt of such pension. Any such election shall be made in such form and manner as the Administrator [of VA] may prescribe. If pension is paid pursuant to such an election, the election shall be irrevocable.

§ 306(a)(1)(A), 92 Stat. at 2508. Further, subsection (a)(2) provides, “Any person eligible to make an election under paragraph (1) who does not make such an election shall continue to receive pension at the monthly rate being paid to such person on December 31, 1978....”

As required by section 306(a)(1)(a), the Department of Veterans Benefits (DVB) issued instructions which provided that all beneficiaries in receipt of the applicable pensions as of January 1979 were to be “furnished” an election card and an instruction sheet. DVB' Circular 21-79-3, Election Prooedures for PL 95-588, at 1 (February 22, 1979). These were to be “included with the March 1, 1979, cheek, or mailed separately on or about March 1, 1979.” Ibid.

On October 3, 1990, the appellant submitted a letter requesting improved pension benefits, and a VA Form 21-0518-1, “improved PENSION ELIGIBILITY VERIFICATION REPORT (SURVIVING SPOUSE WITH NO CHILDREN).” R. at 36-37, 57. On October 24, 1990, she was awarded these benefits, effective November 1990. R. at 46. According to a March 18, 1991, Statement of the Case, a Notice of Disagreement was received by VA from the appellant on December 13, 1990. R. at 57. At a September 26, 1991, regional office hearing, the appellant testified that she first found out about the increased benefits from a friend (R. at 69-70), and that she had never received any information from VA regarding her eligibility for an election of improved benefits (R. at 68-69, 75-76). Additionally, her representative stated, “[The appellant] never received [the election card] and I am aware of that because each check that used to come with any information since it comes in English, [her] daughter and I used to read it and translated [sic] and we never saw anything of that kind_” R. at 74-75.

Later on in the hearing, the following exchange took place between the VA official presiding over the hearing and the appellant’s representative, describing how the notification cards were sent out:

Chairperson: When the computer produces the check, it produces the [notification] card at the same time. They go inside the same envelope and sent [sic] to the person....
Representative: That is just a machine that is programmed to throw [out] a check and this card which will then go to an envelope where there is a percentage of some error.
Chairperson: If the machine does not produce the card and it doesn’t come out with the check, there is a person who is working with the project who knows that that person did not receive the card and the card then is sent in some other way.

R. at 84-85. On October 24, 1991, the hearing officer denied the appellant’s claim for an earlier effective date, stating that “there is no evidence in file indicating that claimant ever elected the Improved Pension program prior to October 3, 1990. It is a well known fact all VA beneficiaries in payroll status were sent the Improved Pension Program Card with their March 1978 benefit check.” R. at 93.

On February 11, 1993, the BVA affirmed the denial of the appellant’s claim. The Board concluded that “since the appellant did not submit an election to receive improved death pension until October 1990, she was not entitled to the payment of improved death pension prior to November 1, 1990.” R. at 5. The BVA also noted:

[314]*314[The election card was] to be included with the March 1979 Section 306 death pension check. Although the appellant maintains that she did not receive the [election card], this has not been substantiated. In any event, even if the forms were not sent to her or she did not receive them, this would not provide a basis for favorable action in connection with the appellant’s claim. Although the VA makes a concerted effort to apprise veterans and other beneficiaries of all VA benefits to which they might be entitled, the final responsibility for applying for VA benefits rests with the claimant.

R. at 7.

II.

Pursuant to section 306(a)(1)(A) of the Act, the DVB issued Circular 21-79-3 in order to implement the statutory right of election. The circular provided that all beneficiaries receiving certain pensions as of January 1979 “will be furnished an election card.” The BVA failed to distinguish between “furnished” and “mailed.” In Ashley v. Derwinski, 2 Vet.App. 62 (1992), this Court examined “mailed” in the context of whether a claimant’s evidence of not receiving of a BVA decision tolled the 120-day period within which a Notice of Appeal must be filed (the period begins “after the date on which notice of the decision is mailed”). See 38 U.S.C. § 7266. After noting the presumption that public officers properly discharge their official duties, see United States v. Chemical Foundation, 272 U.S. 1, 14-15, 47 S.Ct. 1, 6, 71 L.Ed. 131 (1926), and thus, that “the BVA is presumed to have mailed the decision on ... the date of the decision, ...” the Court held:

Evidence that a BVA decision was not received is just that: evidence going to the question of receipt; it is not evidence going to the question of mailing. At most, evidence of non-receipt of a BVA decision, indeed the fact of non-receipt, arguably may raise an inference that the decision was not mailed but that is hardly the type of “clear evidence” which Chemical Foundation requires to rebut the presumption of regularity which “supports the official acts of public officers.”

Ashley, 2 Vet.App. at 65 (quoting Chemical Foundation, 272 U.S. at 14, 47 S.Ct. at 6).

Here, unlike Ashley, the issue is not whether VA “mailed” the item in question, but whether the item was “furnished” to the appellant.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

McColley v. West
13 Vet. App. 553 (Veterans Claims, 2000)
Walker v. Brown
8 Vet. App. 356 (Veterans Claims, 1995)
Lewis v. Brown
8 Vet. App. 287 (Veterans Claims, 1995)
Thompson v. Brown
8 Vet. App. 169 (Veterans Claims, 1995)
Gold v. Brown
7 Vet. App. 315 (Veterans Claims, 1995)

Cite This Page — Counsel Stack

Bluebook (online)
7 Vet. App. 312, 1995 U.S. Vet. App. LEXIS 1, 1995 WL 2416, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montalvo-v-brown-cavc-1995.