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12-23 937
12-23 937
| Board of Vet. App. | Apr 28, 2017
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Background

  • Veteran served Feb 1952–Feb 1954; died July 2016; surviving spouse substituted as appellant. Claim on appeal from RO decision (Mar 2011).
  • Veteran had service-connected lumbar strain/osteoarthritis (40%), left lower extremity peripheral neuropathy (40%), right lower extremity peripheral neuropathy (20%); combined 70% and TDIU from April 2, 2003; SMC for loss of use of one foot assigned Jan 3, 2007.
  • Appellant and private records asserted need for regular aid and attendance and housebound status due to Alzheimer’s, incontinence, falls, mobility limits; death certificate and private notes reflect end‑stage dementia and nursing‑home care before death.
  • VA obtained and reviewed service, VA, and private treatment records and medical opinions; VA found insufficient evidence linking need for aid/attendance or housebound status to service‑connected disabilities.
  • Board concluded VA satisfied duty to notify and assist, that additional records/exams would be futile, and that the preponderance of evidence was against SMC based on aid & attendance or housebound criteria.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Entitlement to SMC for need of aid and attendance Veteran/appellant: needed regular aid and attendance and was housebound due to service‑connected conditions (loss of leg use, neuropathy, back) and dementia/incontinence VA/Board: record shows need for care but primarily due to non‑service‑connected conditions (Alzheimer’s, COPD, CHF); no sufficient nexus to service‑connected disabilities Denied — preponderance of evidence shows need for aid/attendance and housebound status were not caused by service‑connected disabilities

Key Cases Cited

  • Scott v. McDonald, 789 F.3d 1375 (Fed. Cir.) (Board need only address procedural arguments raised by veteran)
  • King v. Shinseki, 700 F.3d 1339 (Fed. Cir.) (lay claimant not competent to offer medical etiology opinions)
  • Bradley v. Peake, 22 Vet. App. 280 (Vet. App.) (interpretation of "permanently housebound" under §1114(s))
  • Buie v. Shinseki, 24 Vet. App. 242 (Vet. App.) (TDIU based on multiple disabilities cannot satisfy section 1114(s) requirement of a single service‑connected disability)
  • Turco v. Brown, 9 Vet. App. 222 (Vet. App.) (not all enumerated aid‑and‑attendance factors needed; at least one suffices)
  • Kahana v. Shinseki, 24 Vet. App. 428 (Vet. App.) (laypersons competent to provide some medical evidence but limited)
  • Jandreau v. Nicholson, 492 F.3d 1372 (Fed. Cir.) (limitations on probative value of lay evidence for medical issues)
  • Davidson v. Shinseki, 581 F.3d 1313 (Fed. Cir.) (lay evidence insufficient for certain medical diagnoses/etiology)
  • Woehlaert v. Nicholson, 21 Vet. App. 456 (Vet. App.) (limits on lay competency for medical etiology)
  • Gilbert v. Derwinski, 1 Vet. App. 49 (Vet. App.) (preponderance standard for VA claims adjudication)
  • Ortiz v. Principi, 274 F.3d 1361 (Fed. Cir.) (applying evidentiary burden and proof standards in veterans benefits adjudication)
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Case Details

Case Name: 12-23 937
Court Name: Board of Veterans' Appeals
Date Published: Apr 28, 2017
Docket Number: 12-23 937
Court Abbreviation: Board of Vet. App.