08-29 898
08-29 898
| Board of Vet. App. | Aug 31, 2016Background
- Veteran served 1943–1946; died January 1991. His surviving spouse received Special Monthly Pension with Aid & Attendance until her death on November [redacted], 2007.
- Appellant is the surviving spouse’s son, her court-appointed fiduciary and payee for pension benefits.
- Appellant sought reimbursement of the surviving spouse’s final expenses (medical, home care, funeral, taxes, utilities, repairs) as accrued benefits in a March 2008 claim and subsequent appeals.
- VA Regional Office (RO) paid benefits through the month of the spouse’s death and informed appellant in May 2008 that no accrued benefits were payable because all entitled benefits were paid.
- Board remanded in March 2010 for clarification and notice; RO gave adequate notice in 2012 and re-adjudicated in 2016; appellant’s designated representative failed to submit argument despite opportunity.
- Board concluded accrued benefits are payable only for benefits to which the deceased was entitled and unpaid at death; because pension was paid through the month of death, no unpaid benefits remained, so reimbursement was denied.
Issues
| Issue | Appellant's Argument | VA/RO Argument | Held |
|---|---|---|---|
| Entitlement to accrued benefits to reimburse surviving spouse’s final expenses | Appellant (son/fiduciary) asserted unpaid pension payments at death and sought reimbursement for last sickness, burial, and other final expenses | VA/RO argued all benefits to which the surviving spouse was entitled at death (pension through the last day of the month of death) were paid, leaving no accrued amount | Denied — no accrued benefits payable because pension was paid through month of death; no unpaid benefits remained |
Key Cases Cited
- Stegall v. West, 11 Vet. App. 268 (1998) (remand compliance standard)
- D'Aries v. Peake, 22 Vet. App. 97 (2008) (substantial compliance with remand requirements)
