Ethel L. Jones v. Togo D. West, Jr., 136 F.3d 1296 (Fed. Cir. 1998). · Go Syfert
Ethel L. Jones v. Togo D. West, Jr., 136 F.3d 1296 (Fed. Cir. 1998). Cases Citing This Book View Copy Cite
89 citation events (62 in the last 25 years) across 4 distinct courts.
Treatment trajectory · 1998 → 2026 · click a year to view as-of
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Cited for
At page 1299 Requirement to file a claim for accrued benefits36 citing casesSection 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid.5 citing courts put it this way · 35 listed here
  • Arellano v. McDonough, 1 F.4th 1059 (Fed. Cir. 2021).published
    (Section 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid.)
  • Norris v. West, 12 Vet. App. 413 (Vet. App. 1999).published 2 cites
    ([s]eetion 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid)
  • 200507-83757, No. 200507-83757 (Board of Vet. App. Aug. 31, 2021).unpublished 2 cites
    (stating that "[38 U.S.C.A. §] 5101 is a clause of general applicability and mandates that a claim must be filed in order for any type of benefits to... be paid under the laws administered by the Secretary.)
  • Ridgell v. Wilkie, No. 18-2334 (Fed. Cir. Jan. 9, 2019).unpublished 2 cites
    J.A. 22 (“For a surviving spouse to be entitled to accrued benefits, ‘the veteran must have had a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision.’” (quoting Jones v…
  • May v. Wilkie, No. 18-2157 (Fed. Cir. Nov. 15, 2018).unpublished
    Because Mrs. May claims her husband’s death was due to a service-connected disability, she seeks accrued benefits. 1 “[I]n order for a surviving spouse to be entitled to accrued benefits, the veteran must have had a claim pending at the ti…
  • 14-24 975, No. 14-24 975 (Board of Vet. App. Jan. 25, 2018).unpublished
    In Jones v. West, 136 F.3d 1296, 1299 (Fed.
  • 16-19 321, No. 16-19 321 (Board of Vet. App. May 23, 2017).unpublished
    In order for the appellant to be entitled to accrued benefits, the Veteran must have had a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision. 38 U.S.C.A. §§ 5101 (a),…
  • 12-17 519, No. 12-17 519 (Board of Vet. App. Aug. 31, 2016).unpublished
    As a threshold matter, a claim must be filed in order for any type of benefit to accrue or be paid. 38 U.S.C.A. § 5101 (a); Jones v. West, 136 F.3d 1296, 1299 (Fed.
  • 09-32 624, No. 09-32 624 (Board of Vet. App. July 29, 2016).unpublished
    Jones v West, 136 F.3d 1296, 1299 (1998).
  • 09-46 833, No. 09-46 833 (Board of Vet. App. Aug. 28, 2015).unpublished
    In Jones v. West, the United States Court of Appeals for the Federal Circuit (Federal Circuit) concluded that, "for a surviving spouse to be entitled to accrued benefits, the service member must have had a claim pending at the time of his…
Show 25 more citing cases
  • Bargsley v. United States, 120 Fed. Cl. 619 (Fed. Cl. 2015).published
    (Section 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid.)
  • 10-00 197, No. 10-00 197 (Board of Vet. App. Mar. 31, 2015).unpublished
    Legal Criteria, Factual Background, and Analysis Service connection for brain cancer for accrued benefits purposes In Jones v. West, the United States Court of Appeals for the Federal Circuit (Federal Circuit) concluded that, "for a surviv…
  • Charlotte Reliford v. Robert A. McDonald, 27 Vet. App. 297 (Vet. App. 2015).published 2 cites
    A. Substitution and Accrued Benefits Accrued benefits are “periodic monetary benefits ... to which an individual was entitled at death under existing ratings or decisions or ... based on evidence in the file at date of death ... and due an…
  • Erika E. Taylor v. R. James Nicholson, 21 Vet. App. 126 (Vet. App. 2007).published
    (holding that if a veteran had a claim pending at death, the accrued beneficiary may be paid any benefits due based on evidence in the file at the date of death)
  • Padgett v. Nicholson, 473 F.3d 1364 (Fed. Cir. 2007).published 2 cites
    Under 38 U.S.C. § 5121 (a), a surviving spouse may receive the “benefits ... to which [the veteran] was entitled at death under existing ratings or decisions or those based on evidence in the file at date of death ... and due and unpaid...…
  • Lowgren v. Nicholson, 157 F. App'x 281 (Fed. Cir. 2005).unpublished
    For a surviving spouse to be entitled to accrued benefits, “the veteran must have had a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision.” Jones v. West, 136 F.3d 129…
  • McColley v. West, 13 Vet. App. 553 (Vet. App. 2000).published
    See R. at 18; see also 38 U.S.C. § 5101 (a) (claim must be filed in form prescribed by Secretary); Jones v. West, 136 F.3d 1296, 1299 (Fed.Cir.1998), cert. denied, 525 U.S. 834 , 119 S.Ct. 90 , 142 L.Ed.2d 71 (1998).
  • Moore v. West, 13 Vet. App. 69 (Vet. App. 1999).published
    Vincent’s Hosp., 502 U.S. 215, 220-21, n. 9 , 112 S.Ct. 570 , 116 L.Ed.2d 578 (1991)); Hodge v. West, 155 F.3d 1356, 1361, n. 1 (Fed.Cir.1998) (quoting Gardner); Jones (Ethel) v. West, 136 F.3d 1296, 1299, n. 2 (Fed.Cir.1998) (same); Allen…
  • Meeks v. West, 13 Vet. App. 40 (Vet. App. 1999).published
    See also Hodge v. West, 155 F.3d 1356, 1361, n. 1 (Fed.Cir.1998) (quoting Gardner); Jones (Ethel) v. West, 136 F.3d 1296, 1299, n. 2 (Fed.Cir.1998) (same); Allen v. Brown, 7 Vet.App. 439, 446 (1995) (en banc) (same). .
  • Louis Richard v. Togo D. West, Jr., 161 F.3d 719 (Fed. Cir. 1998).published
    See Haines v. West, 154 F.3d 1298, 1299-1300 (Fed.Cir.1998); Jones v. West, 136 F.3d 1296, 1299 (Fed.Cir.), cert. denied, — U.S. -, 119 S.Ct. 90 , 142 L.Ed.2d 71 (1998).
  • Brannon v. West, 12 Vet. App. 32 (Vet. App. 1998).published
    “Section 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid.” Jones v. West, 136 F.3d 1296, 1299 (Fed.Cir.1998).
  • Wingo v. West, 11 Vet. App. 307 (Vet. App. 1998).published
    Jones, 136 F.3d at 1299 (emphasis added).
  • Sylvia A. Ventris v. Denis McDonough, No. 19-1860 (Vet. App. Aug. 31, 2021).published
    See Jones v. West, 136 F.3d 1296, 1299 (Fed.
  • 180515-27, No. 180515-27 (Board of Vet. App. Sept. 18, 2018).unpublished
    See Jones v. West, 136 F.3d 1296, 1299 (Fed.
  • Stroud v. DVA, No. 2011-7122 (Fed. Cir. July 20, 2012).unpublished
    See Jones v. West, 136 F.3d 1296, 1299 (Fed.
  • Pamela R. Sheets v. R. James Nicholson, 20 Vet. App. 463 (Vet. App. 2006).published 2 cites
    See Jones v. West, 136 F.3d 1296, 1299 (Fed.Cir.1998).
  • Teten v. West, 13 Vet. App. 560 (Vet. App. 2000).published
    See Jones (Ethel) v. West, 136 F.3d 1296, 1299 (Fed.Cir.1998); Smith (Irma) v. Brown, 10 Vet.App. 330, 334 (1997); Martin (Mary Ann) v. Brown, 7 Vet.App. 196, 198-99 (1994).
  • Mitscher v. West, 13 Vet. App. 123 (Vet. App. 1999).published 2 cites
    See Jones, supra. For that reason, the Board’s decision that the appellant had not filed a claim for DIC benefits prior to October 1993 was not arbitrary, capricious, an abuse of discretion, or otherwise contrary to law.
  • Simona Suguitan v. Robert A. McDonald, 27 Vet. App. 114 (Vet. App. 2014).published
    (holding that accrued benefits must be based on a claim pending at the time of the veteran’s death or an existing rating or decision)
  • Mallette v. Peake, 337 F. App'x 871 (Fed. Cir. 2008).unpublished 2 cites
    ([I]n order for a surviving spouse to be entitled to accrued benefits, the veteran must have a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision)
  • Mallette v. Peake, 337 Fed. Appx. 871 (Fed. Cir. 2008).unpublished
    ([I]n order for a surviving spouse to be entitled to accrued benefits, the veteran must have a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision)
  • Westberry v. West, 13 Vet. App. 305 (Vet. App. 2000).published 2 cites
    Cir. 1998) (citing the U.S. Supreme Court's injunction in Brown v. Gardner, 513 U.S. 115, 118 (1994), that when a statute involving veterans' benefits is unclear "interpretive doubt is to be resolved in the veteran's favor"); see also Jone…
  • Colayong v. West, 12 Vet. App. 524 (Vet. App. 1999).published
    See 38 U.S.C. § 5101 (a) or 38 C.F.R. § 3.155 (1998); Brannon v. West, 12 Vet.App. 32, 34-35 (1998); see also Jones v. West, 136 F.3d 1296, 1299 (Fed.Cir.1998).
  • Lalonde v. West, 12 Vet. App. 377 (Vet. App. 1999).published
    (Section 5101 is a clause of general applicability and mandates that a claim must be filed in order for any type of benefits to ... be paid under the laws administered by the Secretary.)
  • Arms v. West, 12 Vet. App. 188 (Vet. App. 1999).published
    In regard to the appellant’s claim for service connection for bilateral-ankle arthritis, we hold that the record provides no evidence of the veteran’s having filed either a formal or an informal claim under 38 U.S.C. § 5101 (a) or 38 C.F.R…
At page 1298 Determining claim pendency for accrued benefits3 citing cases“However, the court concluded that the Board erred by requiring that a claim for accrued benefits be pending at the date of the veteran’s death rather than merely that sufficient evidence be in the claims file to support such a claim.”the opinion's own words at *1298
  • Jimmy D. Adams v. Anthony J. Principi, 256 F.3d 1318 (Fed. Cir. 2001).published
    Cir.2000); Jones v. West, 136 F.3d 1296, 1298 (Fed.Cir.1998); Travelstead v. Derwinski, 978 F.2d 1244, 1247-49 (Fed.Cir. 1992).
  • Lewis Hodge v. Togo D. West, Jr., 155 F.3d 1356 (Fed. Cir. 1998).published
    See 38 U.S.C. § 7292 (d) (1994) (Federal Circuit may review questions of law, but not challenges to factual determinations or to laws or regulations as applied to particular facts); cf. Jones v. West, 136 F.3d 1296, 1298-99 (Fed.Cir.1998)…
  • William F. Allen v. Anthony J. Principi, 237 F.3d 1368 (Fed. Cir. 2001).published
    The court added that there would be “grave doubt” as to whether the Secretary could appeal his own order if on remand the Secretary undertook “the inquiry mandated by the [Veterans Court].” Id.; see also Jones v. West, 136 F.3d 1296, 1298…
At page 1300 “a consequence of the derivative nature of the surviving spouse's entitlement to a service member's accrued benefits claim is that, without the service member having a claim pending at time of death, the surviving spouse has no claim upon which to derive his or her own application.”1 citing case1 citing court quotes it · passage not found verbatim in the opinion (93%)
  • 09-46 833, No. 09-46 833 (Board of Vet. App. Aug. 28, 2015).unpublished
    In Jones v. West, the United States Court of Appeals for the Federal Circuit (Federal Circuit) concluded that, "for a surviving spouse to be entitled to accrued benefits, the service member must have had a claim pending at the time of his…
Other citing cases5 with no pin cite or quoted language on record
Retrieving the full opinion text from the archive…
Ethel L. JONES, Claimant-Appellee,
v.
Togo D. WEST, Jr., Acting Secretary of Veterans Affairs, Respondent-Appellant
96-7041.
Court of Appeals for the Federal Circuit.
Feb 11, 1998.
Published opinion
136 F.3d 1296
1998 U.S. App. LEXIS 2033
1998 WL 74189
David D’Zurilla, Lane, Aitken & McCann, Washington, DC, argued, for claimant-appel-lee., John K. Lapiana, Commercial Litigation Branch, Civil Division, U.S. Department of Justice, Washington, DC, argued, for respondent-appellant. With him on the brief were Frank W. Hunger, Assistant Attorney General, David M. Cohen, Director, and James M. Kinsella, Assistant Director. Of counsel was David Barrans, Office of General Counsel, Department of Veterans Affairs, Washington, DC.
Michel, Plager, Lourie.
Cited by 61 opinions  |  Published
MICHEL, Circuit Judge.

Respondent-Appellant, the Acting Secretary of Veterans Affairs (the “Secretary”), appeals the judgment of the Court of Veterans Appeals which vacated and remanded the Board of Veterans’ Appeals’ (the “Board’s”) denial of Claimant-Appellee Ethel L. Jones’s claim for incremental benefits which allegedly accrued and were due and unpaid to her late husband, as a married veteran, when he died. Jones v. Brown, 8 Vet.App. 558 (1996). The appeal was submitted for our decision following oral argument on January 6, 1998. Because the interpretation by the Court of Veterans Appeals of the statutory provisions governing applications and entitlements for accrued benefits was incorrect as a matter of law, we reverse.

BACKGROUND

In 1986, Willie T. Jones, a veteran, applied for and received a non-serviee-conneeted disability pension. Mr. Jones’s application also sought an increased monthly payment on the ground that he was married to Ethel L. Jones and so should be paid at the higher married, rather than single, rate. The Department of Veterans Affairs (the “Department”) regional office responsible for processing Mr. Jones’s request did not rule upon that portion of his request because it found information in the claims file indicating that Mr. Jones had been married to two other women but found no evidence there regarding the termination of those marriages. Consequently, in February 1987, the regional office requested by letter that Mr. Jones provide evidence of the termination of these two prior marriages. Mr. Jones responded by letter indicating that these two relationships had resulted in common-law marriages and that he no longer resided with either woman. In April 1987, the regional office replied to his submission, requesting that Mr. Jones provide additional information regarding the termination of these marriages. Because Mr. Jones did not respond to this letter within one year, his claim for addition[*1298] al pension benefits based upon his marriage to Ethel Jones was never decided and was deemed abandoned as of April 1988. [1] Mr. Jones died on August 12, 1988, without having provided the requested information and, hence, without a favorable decision or a pending, unadjudicated claim.

On September 26, 1988, Mrs. Jones filed an application with the Department for death benefits. This application included a request for “accrued benefits” previously sought by Mr. Jones comprised of the difference between the disability benefits actually paid to Mr. Jones and the amount he would have received had he been paid at the higher, married, rate. Mrs. Jones’s claim for a pension as the surviving spouse of a veteran was granted, but her application for Mr. Jones’s “accrued benefits” was denied. The reason given was that Mr. Jones died without his claim pending.

Mrs. Jones appealed this denial to the Board which affirmed on February 11, 1993. Mrs. Jones next appealed to the Court of Veterans Appeals which vacated the Board’s decision and remanded the case for further proceedings consistent with its opinion. See Jones, 8 VetApp. at 563. In its opinion, the Court of Veterans Appeals determined that, because the statute required that evidence be in the claimant’s file at the date of death supporting payment at the married rate, the Board properly determined that the Department was not estopped from refusing to grant such benefits despite its concession after Mr. Jones’s death that the marriage was valid for purposes of a claim for a surviving spouse’s pension. See id. at 561. However, the court concluded that the Board erred by requiring that a claim for accrued benefits be pending at the date of the veteran’s death rather than merely that sufficient evidence be in the claims file to support such a claim. See id. at 562. Moreover, the court also determined that, because there was some evidence of the validity of the marriage at the date of the veteran’s death, the Board erred by concluding that the claim was not well-grounded. See id. Consequently, the Court of Veterans Appeals remanded the ease to the Board for further factual findings regarding what evidence was in the claims file at the date of the veteran’s death and whether the two prior relationships were in fact common-law marriages pursuant to 38 C.F.R. § 3.205(a)(6) (1997). See id. at 562-68. The Secretary timely appealed the judgment of the Court of Veterans Appeals to this court.

On appeal the Secretary contends that the Court of Veterans Appeals erred by not deferring to the Department’s reasonable interpretation of the statutory provisions governing claims for accrued benefits. The Secretary also disputes Mrs. Jones’s assertion that this court lacks jurisdiction to hear this appeal.

ANALYSIS

I.

Jurisdiction to hear appeals from final decisions of the Court of Veterans Appeals is conferred upon this court by 38 U.S.C. § 7292 (1994). Under the express terms of that statute, however, we “may not review (A) a challenge to a factual determination, or (B) a challenge to a law or regulation as applied to the facts of a particular case.” 38 U.S.C. § 7292(d)(2). Contrary to Mrs. Jones’s contention, the Secretary’s appeal involves no question of factual determination or application but merely the interpretation of the statutory provisions governing claims for accrued benefits, an issue clearly within our jurisdiction. Furthermore, Mrs. Jones’s argument that, because a remand was ordered, the decision of the Court of Veterans Appeals is not final for purposes of review by an Article III appellate court is similarly without merit. As we have previously held, decisions of the Court of Veterans Appeals rendering an interpretation of a statutory provision and remanding for further proceedings in accordance with that interpretation constitute final and appealable decisions. Travelstead v. Derwinski 978[*1299] F.2d 1244, 1248 (Fed.Cir.1992) (holding that a Court of Veterans Appeals decision interpreting 38 U.S.C. § 8713, overruling the Secretary’s prior interpretation and remanding back to the Board was a final and appealable decision); see also Sullivan v. Finkelstein, 496 U.S. 617, 625, 110 S.Ct. 2658, 2663-64, 110 L.Ed.2d 563 (1990) (holding that a district court’s remand order effectively invalidating certain regulations of the Secretary of Health and Human Services was an immediately appealable order). Accordingly, we have jurisdiction to hear this appeal and to decide the statutory interpretation question it presents.

II.

Under 38 U.S.C. § 5101(a) (1994), “[a] specific claim in the form prescribed by the Secretary ... must be filed in order for benefits to be paid or furnished to any individual under the laws administered by the Secretary” (emphasis added). Applications for accrued benefits are governed by 38 U.S.C. § 5121, which states in relevant part:

periodic monetary benefits ... under laws administered by the Secretary to which an individual was entitled at death under existing ratings or decisions, or those based on evidence in the file at date of death ( ... referred to as “accrued benefits”) and due and unpaid for a period not to exceed one year, shall, upon the death of such individual be paid as follows:
(2) Upon the death of a veteran, to the living person first listed below:
(A) The veteran’s spouse;

38 U.S.C. § 5121(a) (1994) (emphasis added). The Secretary argues that the Court of Veterans Appeals erred by rejecting the Secretary’s interpretation of these provisions to require that, if such a claim has not been granted, a claim must at least be pending at the time of the veteran’s death for the surviv- or to be eligible for accrued benefits. The Court of Veterans Appeals held that:

contrary to the Secretary’s argument, the appellant is not required to show either that the veteran had a claim pending at his death on this issue, or that he had established entitlement to these additional pension benefits by obtaining a favorable decision or rating. Any other conclusion would impose a restriction on the statutory provision that accrued benefits may be based on evidence in the file at the date of the veteran’s death.

Jones, 8 Vet.App. at 562 (citations omitted) (emphasis added).

Our review of the Court of Veterans Appeals’ interpretation of statutory provisions is de novo. Prenzler v. Derwinski, 928 F.2d 392, 393 (Fed.Cir.1991). We are persuaded by the Secretary that the Department’s interpretation of the statutory provisions governing accrued benefits is correct. [2] Reading sections 5101 and 5121 together compels the conclusion that, in order for a surviving spouse to be entitled to ■ accrued benefits, the veteran must have had a claim pending at the time of his death for such benefits or else be entitled to them under an existing rating or decision. Section 5101(a) is a clause of general applicability and mandates that a claim must be filed in order for any type of benefit to accrue or be paid. Section 5121(a) refers to a particular species of benefit—accrued benefits—and governs the hierarchy of eligibility for such benefits upon the death of the veteran. This latter section explains that accrued benefits are only those “to which an individual was entitled at death under existing ratings and decisions, or those based on evidence in the file at date of death ... and due and unpaid.” The “individual,” at least in this case, is the veteran himself.

We do not agree with the Court of Veterans Appeals that the Secretary’s interpreta[*1300] tion would “impose a restriction on the statutory provision that accrued benefits may be based on evidence in the file at the date of the veteran’s death.” Jones, 8 Vet.App. at 562. Rather, such a restriction is expressly imposed on not only accrued benefits but benefits of all kinds by section 5101(a). The Court of Veterans Appeals failed to consider this provision in reaching its decision here. But section 5121 is, like all other specific benefit provisions, limited by section 5101.

Moreover, the Secretary’s interpretation also comports with our decision in Zevalkink v. Brown, 102 F.3d 1236 (Fed.Cir.1996). [3] In Zevalkink we held that a surviving spouse’s “accrued benefits claim is derivative of the veteran’s claim” and so concluded that, absent unconsidered new and material evidence in the file as of the date' of death, a surviving spouse could only receive accrued benefits based on “existing ratings and decisions” and could not reopen or reargue a claim. Id. at 1241-42 (emphasis omitted). Thus, a consequence of the derivative nature of the surviving spouse’s entitlement to a veteran’s accrued benefits claim is that, without the veteran having a claim pending at time of death, the surviving spouse has no claim upon which to derive his or her own application. Just as the surviving spouse in Zevalk-ink could not reopen the veteran’s accrued benefits claim, so here the surviving spouse may not file an accrued benefits claim in lieu of the veteran.

CONCLUSION

Because the Court of Veterans Appeals’ interpretation of section 5121 governing the payment to survivors of accrued benefits to which a veteran was entitled, but upon the veteran’s death were due and unpaid, conflicts with the generic command in the plain language of section 5101 that a claim must have been filed by the veteran, the judgment of the Court of Veterans Appeals is

REVERSED.

1

. 38 C.F.R. § 3.158(a) (1997) provides, in relevant part, "where evidence requested in connection with an original claim, a claim for increase or to reopen or for the purpose of determining continued entitlement is not furnished within 1 year after the date of request, the claim will be considered abandoned.”

2

. We give respectful consideration to the Secretary’s construction of the veterans’ benefits statutes due to his experience and expertise in this area. However, given the plain meaning of the statutory provisions at issue, it is irrelevant for purposes of this appeal whether deference is warranted under Chevron v. Natural Resources Defense Council, 467 U.S. 837, 104 S.Ct. 2778, 81 L.Ed.2d 694 (1984). For similar reasons, the mandate of Brown v. Gardner, 513 U.S. 115, 118, 115 S.Ct. 552, 555, 130 L.Ed.2d 462 (1994), that "interpretive doubt is to be resolved in the veteran’s favor” has no bearing on the resolution of this case.

3

. We recognize that the Court of Veterans Appeals’ decision in Jones was rendered prior to publication of our opinion in Zevalkink.