Pappalardo v. Brown

6 Vet. App. 63, 1993 U.S. Vet. App. LEXIS 746, 1993 WL 496906
CourtUnited States Court of Appeals for Veterans Claims
DecidedDecember 3, 1993
DocketNo. 92-542
StatusPublished
Cited by8 cases

This text of 6 Vet. App. 63 (Pappalardo 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
Pappalardo v. Brown, 6 Vet. App. 63, 1993 U.S. Vet. App. LEXIS 746, 1993 WL 496906 (Cal. 1993).

Opinions

STEINBERG, Judge, filed the opinion of the Court in which KRAMER, Judge, joined.

NEBEKER, Chief Judge, filed an opinion concurring in part and dissenting in part.

STEINBERG, Judge:

The appellant, brother of World War II veteran Dominic Pappalardo, appeals from an August 20, 1990, decision of the Board of Veterans’ Appeals (BVA or Board) denying reimbursement of funds, expended in connection with specially adapted housing for the veteran, as an accrued benefit under 38 U.S.C.A. § 5121 (West 1991). R. at 4-10. Summary disposition is not appropriate here because the case is not controlled by the Court’s precedents. See Frankel v. Derwinski 1 Vet.App. 23, 25-26 (1990). The Court will vacate the Board’s decision and remand the matter for readjudication.

I. Background

The veteran served on active duty in the U.S. Army from February 1943 to October 1945. R. at 14. In December 1983, a Veterans’ Administration (now Department of Veterans Affairs) (VA) regional office (RO) granted a rating of 100%, retroactive to August 1966, for the veteran’s service-connected post-encephalitic Parkinson’s disease with loss of use of both lower extremities. R. at 17. The VARO also granted the veteran entitlement to special monthly compensation for regular aid and attendance and to an automobile or other conveyance and adaptive [64]*64equipment under chapter 39 of title 38, U.S.Code. R. at 18.

In August 1984, the veteran applied to the RO for specially adapted housing assistance under 38 U.S.C. § 801(a) (now 38 U.S.C.A. § 2101 (West 1991)). R. at 19. In a January 1985 decision, the RO found the veteran to be eligible for specially adapted housing. R. at 30. In a February 1985 letter, the RO notified the veteran about its general eligibility determination but cautioned specifically: “Please understand that this letter is not an approval of a grant to you. Therefore, do not make any agreements or incur any debts or obligations with a specially adapted home until our representative has visited you.” R. at 41. Apparently, the VA questioned whether the veteran’s home, jointly owned with his brother, the appellant, was owned free and clear, and, in a title opinion dated October 1985, a private attorney opined that, according to his “title search”, the home was owned free and clear except for one encumbrance in the amount of $4,100. Supplemental R. (Supp.R.) at 5. In November 1985, the RO District Counsel responded, stating that the encumbrance could be an obstacle to the marketability of the title and that the veteran should have the encumbrance discharged. Supp.R. at 7. Thereafter, on November 20, 1985, the RO notified the veteran of this decision. Supp.R. at 8.

In August 1986, the veteran and the appellant borrowed $35,000 and began remodeling their home to meet the prescribed specifications for specially adapted housing. R. at 52, 58, 64-109. In November 1986, before the remodeling had been completed, the veteran died. Thereafter, the appellant apparently filed a claim for reimbursement for the funds spent on remodeling in connection with specially adapted housing for the veteran. R. at 63. In an April 21, 1987, report of loan guaranty field review, the construction analyst who had handled the veteran’s application throughout the process stated that the construction had taken place pursuant to “a set of plans approved 9/27/85 by” the Boston RO. Supp.R. at 9.

In May 1989, the Director of VA’s Loan Guaranty Service denied the appellant reimbursement, stating that the grant for specially adapted housing had not been approved before the veteran’s death. R. at 116-17. In his memorandum, the Director stated, inter alia, that “a revised title opinion was never submitted”. R. at 117. He stated: “Since it was not possible to approve a grant for Mr. Pappalardo before his death, we are not able to approve a request to reimburse his estate for funds that were expended prior to grant approval.” Ibid.

In June 1989, the appellant filed a Form 1-9 (Appeal to Board of Veterans’ Appeals) expressing disagreement with that decision. R. at 118. In July 1989, the appellant gave sworn testimony at an RO hearing conducted on behalf of the BVA. R. at 128-41. The appellant explained that he had begun construction on the home because he had given plans for construction to a VA agent who had “stamped approval on it”. R. at 131. Furthermore, the appellant testified under oath before the RO that he had never been advised not to borrow money or begin construction. Ibid. The adverse August 20, 1990, BVA decision here on appeal followed.

II. Analysis

In its decision, the BVA reached the following conclusion of law: “Specially adapted housing benefits consist of a one-time benefit and are not periodic monetary benefits which may be paid to the appellant as an accrued benefit upon the death of the veteran.” R. at 9. This Court reviews questions of law de novo under 38 U.S.C.A. § 7261(a)(1) (West 1991).

Under 38 U.S.C.A. § 5121(a) (West 1991) (“Payment of certain accrued benefits upon death of a beneficiary”), “accrued benefits” are defined as “periodic monetary benefits”. See 38 C.F.R. § 3.1000 (1993) (same). Assistance provided to a veteran for specially adapted housing is provided to the veteran in a one-time payment pursuant to 38 U.S.C.A. § 2101 (West 1991). Furthermore, such assistance “will not be available to any veteran more than once”. 38 C.F.R. § 3.809(e) (1993); see 38 U.S.C.A. § 2104(a) (West 1991). Because the Court finds the terms of the statutes and regulation to be plain and “unambiguous, the judicial inquiry is complete”. Douglas v. Derwinski, 2 Vet.App. 435, 438 (1992); see also Gardner v. Derwin[65]*65ski 1 Vet.App. 584, 587 (1991) (“Absent an absurd result, the plain meaning of the statute will be applied unless such an application is contrary to the apparent intention of Congress.”)

The Court holds, as a matter of law, that a one-time payment for assistance for specially adapted housing does not qualify as a “periodic monetary benefit” for purposes of 38 U.S.C.A. § 5121 and, therefore, is not payable as an accrued benefit.

Although the Board treated the foregoing as the dispositive issue, that does not appeal- to be correct. Rather, the dispositive issues would appear to be, as a factual matter, whether the grant had been approved by VA before the veteran’s death and, if so, whether VA would then have authority to make reimbursement to the appellant. In this regard, 38 C.F.R. § 36.4406 (1993) states in pertinent part: “After approval of an application for a grant, the Secretary shall decide upon a method of disbursement ... and disburse the benefit payable accordingly. Disbursements may be made to the veteran or to third parties who have contracted with the veteran.... ” Because the Board did not specifically make a finding of fact about approval in the context of that regulation and because the Board took pains to state that since it was deciding the accrued benefits issue it was “not necessary that [it] resolve ... questions regarding the substantive merits of the claim” (R. at 6), remand for readjudication is indicated. See Bernard, v.

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Cite This Page — Counsel Stack

Bluebook (online)
6 Vet. App. 63, 1993 U.S. Vet. App. LEXIS 746, 1993 WL 496906, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pappalardo-v-brown-cavc-1993.