Rudisill v. McDonough

4 F.4th 1297
Court of Appeals for the Federal Circuit·Decided July 8, 2021·No. 20-1637·Published·Cited by 5 cases

Opinion

United States Court of Appeals for the Federal Circuit

JAMES R. RUDISILL,

Claimant-Appellee

v.

DENIS MCDONOUGH, SECRETARY OF VETERANS AFFAIRS, Respondent-Appellant

2020-1637

Appeal from the United States Court of Appeals for Veterans Claims in No. 16-4134, Chief Judge Margaret C. Bartley, Judge Michael P. Allen, Senior Judge Mary J. Schoelen.

Decided: July 8, 2021

TIMOTHY L. MCHUGH, Hunton Andrews Kurth LLP, Richmond, VA, argued for claimant-appellee. Also represented by DAVID PARKER; DAVID JOSEPH DEPIPPO, Dominion Resource Services Inc., Richmond, VA.

GALINA I. FOMENKOVA, Commercial Litigation Branch, Civil Division, United States Department of Justice, Washington , DC, argued for respondent-appellant. Also represented by JEFFREY B. CLARK, MARTIN F. HOCKEY, JR., ROBERT EDWARD KIRSCHMAN, JR.; Y. KEN LEE, BRYAN 2 RUDISILL v. MCDONOUGH

THOMPSON, Office of General Counsel, United States Department of Veterans Affairs, Washington, DC.

MICHAEL E. KENNEALLY, Morgan, Lewis & Bockius LLP, Washington, DC, for amici curiae National Veterans Legal Services Program and Veterans Education Success. Also represented by JAMES D. NELSON.

Before NEWMAN, DYK, and REYNA, Circuit Judges. Opinion for the court filed by Circuit Judge NEWMAN.

Opinion concurring in part and dissenting in part filed by Circuit Judge DYK.

NEWMAN, Circuit Judge.

The United States Court of Appeals for Veterans Claims (“Veterans Court”) held that a veteran with multiple periods of qualifying military service is entitled to GI Bill education benefits for each period of service, subject to the legislated limit of a total of 48 aggregate months of education benefits. Applying this holding to veteran James R. Rudisill, the Veterans Court held that he is not limited to the total of 36 months of education benefits set by the Montgomery GI Bill (“Montgomery” or “MGIB”) and applicable to his first period of qualifying service, when he also qualifies for later education benefits under a later bill—the Post-9/11 GI Bill. 1 That is, he is entitled to the total of 48 months of aggregate benefits. The Secretary of Veterans Affairs (“Secretary”) appeals. On appellate review, we affirm the decision of the Veterans Court.

1 BO v. Wilkie, 31 Vet. App. 321 (2019) (“Vet. Ct.

Op.”).

RUDISILL v. MCDONOUGH 3

BACKGROUND

James R. Rudisill served three periods of active duty military service, as follows: (1) from January 2000 to June 2002 in the Army (30 months); (2) from June 2004 to December 2005 in the Army National Guard (18 months); and, (3) from November 2007 to August 2011 as a commissioned officer in the Army (45 months). He applied for and duly received 25 months and 14 days of education benefits in accordance with the Montgomery GI Bill, 38 U.S.C. § 3011(a), for completion of his college degree.

After his third period of Army service, he applied for education benefits under the Post-9/11 GI Bill, 38 U.S.C. § 3311, to attend the Yale Divinity School graduate program . The Department of Veterans Affairs (“VA”) determined that he was entitled to the Post-9/11 benefits, but only for the remaining 10 months and 16 days of the 36 months authorized for Montgomery benefits. The VA held that he was not entitled to benefits beyond a total of 36 months.

Mr. Rudisill appealed to the Board of Veterans’ Appeals (“BVA”), seeking education benefits up to the statutory cap of 48 months for multiple terms of service. The BVA sustained the VA’s ruling that Mr. Rudisill’s total benefits were limited to the unused period of his 36-months entitlement under the Montgomery GI Bill. No. 16-01 431, 2016 WL 4653284 (Bd. Vet. App. July 14, 2016) (“BVA Op.”). The BVA held that his “election to use Post-9/11 benefits in lieu of MGIB benefits was irrevocable and limited his eligibility to the unused remainder of his MGIB entitlement .” Sec’y Br. 12 (citing BVA Op. at *3).

Concerning the statutory cap of 48 months of aggregate benefits, the BVA acknowledged that “[w]here an individual is eligible for two or more education programs, the aggregate period for which any person may receive assistance may not exceed 48 months.” BVA Op. at *3. But the BVA held as to Mr. Rudisill that “[t]here is no provision 4 RUDISILL v. MCDONOUGH

authorizing 12 additional months of entitlement under Chapter 33 on top of 36 total months of combined benefits under Chapter 30 and Chapter 33.” Id. The BVA reasoned that the entitlement period for Chapter 33 benefits is limited by 38 C.F.R. § 21.9550(b)(1), stating as follows:

An individual who, as of August 1, 2009, has used entitlement under 38 U.S.C. Chapter 30, but retains unused entitlement under that chapter, makes an irrevocable election to receive educational assistance under the provisions of Chapter 30, will be limited to one month (or partial month) of entitlement under Chapter 33 for each month (or partial month) of unused entitlement under Chapter 30 (including any months of Chapter 30 entitlement previously transferred to a dependent that the individual has revoked). In short, if an individual is eligible for benefits under Chapter 30, and he or she uses some of that entitlement before irrevocably electing to receive Chapter 33 benefits in lieu of benefits under Chapter 30, that individual may be awarded the equivalent of the entitlement that remained unused under Chapter 30. There is no provision authorizing 12 additional months of entitlement under Chapter 33 on top of 36 total months of combined benefits under Chapter 30 and Chapter 33.

BVA Op. at *3 (internal citation omitted).

On Mr. Rudisill’s appeal, the Veterans Court reversed the BVA and held that the veteran is entitled to education benefits for each of his periods of separately qualifying service , and that he is entitled to the aggregate cap of 48 months of benefits. The Secretary appeals, stating that the Veterans Court did not correctly interpret the GI Bill statutes and regulations. As we shall discuss, we conclude that the Veterans Court’s interpretation was in conformity with law.

RUDISILL v. MCDONOUGH 5

The “GI Bills” have a long and salutary history. The original GI Bill was the Servicemen’s Readjustment Act of 1944, to provide education and other benefits for veterans of World War II. The GI Bill provided payment of tuition and designated expenses for college or trade school education . Similar bills were enacted after successive periods of conflict, again to provide education and other benefits for veterans. See, e.g., Veterans’ Readjustment Assistance Act of 1952, 66 Stat. 663 (“Korean War GI Bill”); Veterans’ Readjustment Benefits Act of 1966, 80 Stat. 12 (“Cold War GI Bill”); the Veterans’ Education and Employment Assistance Act of 1976, 90 Stat. 2383 (“Post-Korean Conflict and Vietnam Era GI Bill”); and Veterans’ Rehabilitation and Education Amendments of 1980, 94 Stat. 2171 (“Post-Vietnam Era Veterans Educational Assistance Program”).

The statutes relevant to this action are the Montgomery GI Bill of 1985, codified at chapter 30 of title 38 United States Code, and the Post-9/11 GI Bill of 2008, codified at chapter 33 of title 38 United States Code. Following are relevant provisions of these GI Bills:

The Montgomery GI Bill The Montgomery GI Bill states the purposes of education benefits for veterans in its opening section:

38 U.S.C. § 3001. The purposes of this chapter are . . . to aid in the recruitment and retention of highly qualified personnel for both the active and reserve components of the Armed Forces . . . [and] to enhance our Nation’s competitiveness through the development of a more highly educated and productive work force.

Section 3011(a) defines the veterans who are entitled to Montgomery GI Bill benefits:

(a) Except as provided in subsection (c) of this section , each individual—

6 RUDISILL v. MCDONOUGH

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