15-01 843
15-01 843
| Board of Vet. App. | Sep 27, 2017Background
- Veteran served on active duty Jan 1973–Dec 1976 and applied for improved nonservice-connected pension in Sept 2008.
- AOJ (VA Pension Management Center, Milwaukee) denied the claim in Sept 2008, finding family income exceeded the MAPR for a Veteran with one dependent.
- Veteran’s wife died in Jan 2009; Veteran reported reduced earnings in 2009 and submitted payroll showing $11,697 earned Jan–Jul 2009 and $10 in bank; no employment evidence after Jul 2009.
- Veteran began receiving SSA disability (and a small surviving-spouse SSA payment) in 2010; the combined SSA benefits for 2010 onward produced annual income above the applicable MAPR each year.
- MAPR values: $14,643 (Dec 1, 2007, one dependent); $11,830 (Dec 1, 2008–Nov 30, 2012, single); then adjusted annually (e.g., $12,465 for Dec 1, 2012, etc.).
- Veteran did not substantiate medical expense deductions for 2010–present; Board found no duty-to-notify/assist prejudice and proceeded to merits.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Veteran's countable income exceeded MAPR for entitlement to improved nonservice-connected pension | Veteran argued reduced 2009 earnings and wife's death reduced family income; sought pension for 2009 and later years | AOJ argued combined countable income (Veteran + spouse SSA where applicable) exceeded MAPR for 2008 and 2010–present; denied benefits | Held: Entitlement established for Jan–Dec 2009 (income <$11,830). Denied for 2008 and 2010–present because countable income exceeded MAPR. |
Key Cases Cited
- Scott v. McDonald, 789 F.3d 1375 (Fed. Cir.) (Board need not raise procedural arguments not asserted by appellant)
- Dickens v. McDonald, 814 F.3d 1359 (Fed. Cir.) (applies Scott: appellant must raise duty-to-assist arguments before Board)
- Sabonis v. Brown, 6 Vet. App. 426 (Vet. App.) (eligibility for pension may be denied as a matter of law where income exceeds statutory limits)
