BVA9504167 DOCKET NO. 93-07 016 ) DATE ) ) On appeal from the decision of the Department of Veterans Affairs Regional Office in Atlanta, Georgia THE ISSUE Entitlement to an increased apportionment of the veteran's disability compensation benefits. ATTORNEY FOR THE BOARD Christine E. Puffer, Associate Counsel INTRODUCTION The veteran had active service from August 1967 to July 1970. This matter comes before the Board of Veterans' Appeals (Board) on appeal from an October 1992 special apportionment decision of the Department of Veterans Affairs (VA) Atlanta, Georgia, Regional Office (RO). CONTENTIONS OF APPELLANT ON APPEAL The appellant essentially contends that she is entitled to, at least, an apportionment equaling the benefits that the veteran receives from the VA on account of his marriage to her. She has indicated that this amount is $103. The appellant maintains that the veteran would suffer no hardship as a result of this increased apportionment. She reports that she is in poor health and unable to work. Therefore, she is requesting an increased apportionment. The veteran has conceded that he does not contribute to his spouse's support. He has reported that they do not have any children, and that he intends to obtain a divorce. DECISION OF THE BOARD The Board, in accordance with the provisions of 38 U.S.C.A. § 7104 (West 1991), has reviewed and considered all of the evidence and material of record in the veteran's claims file. Based on its review of the relevant evidence in this matter, and for the following reasons and bases, it is the decision of the Board that the appellant is entitled to an apportionment of the veteran's compensation benefits in the amount of the additional benefits being paid because of the appellant. FINDINGS OF FACT 1. All evidence necessary to an equitable adjudication of the instant claim has been obtained by the RO. 2. The veteran is not living with the appellant, and is not reasonably discharging his responsibility to her. 3. An apportionment of the veteran's compensation benefits in the amount equal to that which is being paid because of the appellant would not result in undue hardship to the veteran. CONCLUSION OF LAW The criteria for awarding an apportionment of compensation to the appellant in the amount being paid because of the appellant are met. 38 U.S.C.A. § 5307 (West 1991); 38 C.F.R. §§ 3.450, 3.451, 3.452 (1994). REASONS AND BASES FOR FINDINGS AND CONCLUSION A veteran's disability compensation benefits may be apportioned if the veteran is not living with his spouse, and if the veteran is not reasonably discharging his responsibility for the spouse's support. 38 U.S.C.A. § 5307(a)(2) (West 1991); 38 C.F.R. § 3.450(a)(ii) (1994). Furthermore, where hardship is shown to exist, a special apportionment may be performed on the basis of the facts in an individual case as long as it does not cause undue hardship to the other person in interest. 38 C.F.R. § 3.451. Factors to be considered include: the amount of VA benefits payable; the resources and income of the veteran; the resources and income of the dependent in whose behalf apportionment is claimed; and the special needs of the parties concerned. Id. The appellant essentially contends that the veteran is not reasonably discharging his responsibility for her support as she is currently receiving only a $45 apportionment. She has reported that she has a deteriorating hip, is in poor health, and is unable to work. The appellant maintains that an increased apportionment to $103 a month, the excess amount that the veteran receives each month on account of her, would not create a hardship to the veteran. The veteran has reported that he does not contribute anything to his spouse's care. The appellant has indicated that her monthly income is $310 and that she does not live with the veteran. She has reported no assets, with debts totaling $3,289. The appellant has provided two listings of expenses. In light of her recent report of being unable to work and of increased disability due to hip problems, the Board shall accept her most recent accounting as reflective of her expenses. As she has provided ranges of expenses in certain categories, her total expenses shall be calculated using the lower ranges listed. In light of these factors, her monthly expenses are $990. The Board observes that the appellant, has failed to indicate what monthly amount, if any, she is required to pay on her debts, so this figure is not included in her monthly expense total. The appellant's monthly expenses exceed her income by $680, in addition to $3,289 in debt. The regulations regarding disability compensation rates for wartime service are contained in 38 C.F.R. § 1114. The updated disability compensation basic rates are published in VA's Adjudication Procedure Manual, M21-1, Appendix B. Given that the veteran's expenses were listed as of August 1992, the Board shall utilize VA compensation figures for that time period in evaluating the instant claim. The veteran had reported his monthly income to include $547 from the Social Security Administration and at least $1,730 from the VA. In calculating the veteran's income in its sspecial apportionment decision of October 1992, the RO reported the veteran's VA award, minus the appellant's $45 apportionment, to be $1,716. However, M21-1, Appendix B, Change 8 (April 21, 1992) indicates that the veteran's compensation rate for that period would be $1,780. Deducting the appellant's apportionment, the veteran's VA income would have been $1,735, providing him with a total income of $2,282. Among the veteran's listed expenses was a note owed his mother on his car, of $361 a month, with an $800 balance listed. Given that over two years have passed since this was listed as an expense of the veteran's, it may be assumed that this note has been paid off. While the same assumption may be applied to the veteran's other debts, absent information regarding the balance of the individual loans, the Board shall continue to include these figures in the relevant calculations. As such, the Board finds that the veteran's total monthly expenses are $1,836, and his income exceeds his expenses by $446. It is noted that the veteran additionally had listed assets of a $2,000 bank account. No amounts were provided regarding the value of his home and car. The appellant has essentially requested that the Board grant an apportionment totaling the extra amount awarded the veteran on the basis of his marriage. In an October 1993 statement, she indicated that this amount was $103. The veteran's current disability compensation rate for himself and his wife is $1,879. If the veteran were not married, he would be receiving $1,774 a month. See M21-1, Part I, Change 18, Appendix B (March 17, 1994). Therefore, the additional amount awarded the veteran on account of his marriage to the appellant is currently $105. It is noted that the veteran's monthly income exceeded his expenses by over four times that amount, in addition to at least $2,000 in assets. As the appellant's monthly expenses and debts greatly exceed her income, she does not live with the veteran, and he is currently contributing only $45 a month to her support, the Board concludes that he is not reasonably discharging his responsibility to her and that an apportionment of $105 is appropriate. It is noted that the veteran is incurring no expenses on account of the appellant and will suffer no loss as a result of this additional apportionment. Accordingly, the Board finds that that this apportionment shall result in no hardship to the veteran. See 38 C.F.R. §§ 3.450, 3.451; Hall v. Brown, 5 Vet.App. 294, 295 (1993). See also M21-1, Part IV, par. 19.05 ("If the veteran is receiving additional benefits for dependents and the evidence shows that he or she is not reasonably contributing to their support, hardship on the veteran would not result from apportionment of the additional amounts payable for such dependents."). ORDER An apportionment of the veteran's compensation benefits in the amount of $105 is granted. JACQUELINE E. MONROE Member, Board of Veterans' Appeals The Board of Veterans' Appeals Administrative Procedures Improvement Act, Pub. L. No. 103-271, § 6, 108 Stat. 740, ___ (1994), permits a proceeding instituted before the Board to be assigned to an individual member of the Board for a determination. This proceeding has been assigned to an individual member of the Board. NOTICE OF APPELLATE RIGHTS: Under 38 U.S.C.A. § 7266 (West 1991), a decision of the Board of Veterans' Appeals granting less than the complete benefit, or benefits, sought on appeal is appealable to the United States Court of Veterans Appeals within 120 days from the date of mailing of notice of the decision, provided that a Notice of Disagreement concerning an issue which was before the Board was filed with the agency of original jurisdiction on or after November 18, 1988. Veterans' Judicial Review Act, Pub. L. No. 100-687, § 402 (1988). The date which appears on the face of this decision constitutes the date of mailing and the copy of this decision which you have received is your notice of the action taken on your appeal by the Board of Veterans' Appeals.