Decision Date: 08/22/95 Archive Date: 08/30/95 DOCKET NO. 93-21 648 ) DATE ) ) On appeal from the Department of Veterans Affairs Regional Office in Jackson, Mississippi THE ISSUE Entitlement to recognition of the appellant as the surviving spouse of the veteran for purposes of Department of Veterans Affairs (VA) death benefits. WITNESSES AT HEARING ON APPEAL Appellant and daughter ATTORNEY FOR THE BOARD Jeanne Schlegel, Associate Counsel INTRODUCTION The veteran had active military service from January 1943 to May 1946. This matter comes before the Board of Veterans' Appeals (the Board) from a September 1992 administrative decision by the VA Regional Office (RO) which determined that the marriage of the appellant and veteran could not be deemed valid for VA purposes. CONTENTIONS OF APPELLANT ON APPEAL The appellant contends that she is entitled to recognition as the surviving spouse of the veteran because she was married to the veteran from 1948 until his death in 1991. She asserts that at the time she married the veteran she believed that there was no impediment to her marriage to the veteran and that her marriage to the veteran was valid. 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 evidence of record supports the appellant's claim for recognition as surviving spouse of the veteran for purposes of VA death benefits. FINDINGS OF FACT 1. The veteran and the appellant were married in Mississippi in September 1948. The marriage was not terminated by divorce or otherwise prior to the veteran's death in Mississippi during February 1991. 2. The record reflects that the appellant believed that she had entered into had two previous marriages which had been terminated prior to her marriage to the veteran; no documentary evidence has been located to show that the appellant entered into a valid marriage prior to her marriage to the veteran or that any such marriage was terminated by death or divorce. 3. At the time of the 1948 marriage ceremony, the appellant was not aware of an impediment to marriage between herself and the veteran. 4. The veteran and the appellant lived together continuously as husband and wife from the date of marriage to the date of the veteran's death, a period of more than 42 years. CONCLUSION OF LAW The requirements for recognition of the appellant as the veteran's surviving spouse for VA benefit purposes have been met. 38 U.S.C.A. §§ 101(3), 103(c), 5107 (West 1991); 38 C.F.R. §§ 3.1(j), 3.52 (1994). REASONS AND BASES FOR FINDINGS AND CONCLUSION The appellant contends that she is the surviving spouse of the veteran because she was married to the veteran continuously from the date of their marriage in 1948 until his death in 1991. For VA benefit purposes, the term "surviving spouse" means a person of the opposite sex who was the spouse of a veteran at the time of the veteran's death, and who lived with the veteran continuously from the date of marriage to the date of the veteran's death. 38 U.S.C.A. § 101(3) (West 1991). The applicant can prove the existence of a marriage by the submission of various public records: A copy of a public record of marriage; an affidavit of the clergyman or magistrate who officiated the ceremony; the certificate of marriage; the affidavits or certified statements of two or more eyewitnesses to the ceremony; and any other reliable secondary evidence of marriage. In states that recognize a common-law marriage, an affidavit or certified statement from one or both of the parties detailing certain information can be accepted. 38 C.F.R. § 3.205(a). In the absence of conflicting information, proof of a legally valid marriage which meets the requirements of 38 C.F.R. § 3.205(a), along with a certified statement by the applicant concerning the dissolution of any prior marriage, may be accepted as establishing a valid marriage so long as the evidence is corroborated by the evidence of record. 38 C.F.R. § 3.205(b). Marriage may also be established by any other secondary evidence which reasonably supports a belief by the adjudicating activity that a valid marriage actually occurred. 38 C.F.R. § 3.205(a)(7). In determining whether or not a person is or was a spouse of a veteran, their marriage shall be proven as valid for the purpose of laws administered by the Secretary according to the law of the place where the parties resided at the time of their marriage or the law of the place where the parties resided when the right to benefits accrued. 38 U.S.C.A. § 103(c) (West 1991); 38 C.F.R. § 3.1(j) (1994). Death benefits may be granted where a claimant, without knowledge of any legal impediment, entered into a marriage with the veteran which, but for the impediment, would have been valid, and she thereafter cohabited with him for one year or more immediately before his death or for any period of time if a child was born of the purported marriage or was born to them before such marriage. Such claimant is not eligible, however, if a claim is filed by a legal surviving spouse of the veteran who is found entitled to such benefits. 38 U.S.C.A. § 103(a) (West 1991); 38 C.F.R. § 3.52 (1994). Factual Background The veteran and the appellant were both born in the early 1920's in a very small community in Mississippi. He served in the Rhineland and Central Europe prior to his release from the Army in May 1946. In December 1948, the veteran submitted into evidence certified copies of the application for marriage license with affidavits, as well as the Marriage License issued in August 1948, and the Certificate of Marriage which reflects that he and the appellant celebrated the rites of matrimony on September 11, 1948, before Reverend [redacted]. In correspondence dated in December 1948, the RO notified the veteran of an increase in his education or training award because proof of his marriage had been received. In 1960 a daughter was born to the appellant and the veteran. According to a statement from this daughter dated in March 1993, the veteran and the appellant provided a good stable home for her and were known by all as husband and wife. In 1984 the veteran became disabled and was no longer able to work. The veteran reported in 1986 that his spouse, the appellant, was the sole source of income for their family; that she worked as a cook and received Social Security benefits. The appellant and the veteran continued to live together as husband and wife until the veteran's death in 1991. In an application for pension received in July 1985, the veteran reported that he had been married once, and that his wife, the appellant, had been married three times. In March and June 1986 the RO requested the veteran to provide certified copies of the public records of termination of the appellant's previous marriages. In July 1986, the veteran submitted a statement that he could not obtain death certificates or divorce decrees of the appellant's previous marriages. He provided income information reflecting that his spouse, the appellant, had income of more than $7,500 per year. In September 1986, the RO requested more information regarding the appellant's previous marriages. In July 1987, the veteran submitted a Statement of Income and Net Worth on which he remarked that there was no record of divorce between his "wife" and her first husband, and therefore he commented that they were not legally married. He added that in the near future she would takes steps to secure an uncontested divorce, at which time he would marry her. He also noted that he was aware of the fact that if his marriage to the appellant were to be recognized by VA that he would no longer be entitled to VA assistance because of her income. Thereafter, the veteran submitted income reports dated August 1988 and November 1990, in which he reported that he was not married. In a request for information from the Social Security Administration (SSA) dated in March 1988, the SSA listed the appellant as the wife of the veteran. The veteran died in February 1991. The death certificate reflects that the veteran was married to the appellant at the time of his death. The appellant filed her claim for survivor's benefits in November 1991, along with a certified copy of the marriage license. She certified that she was not aware of any impediment to her marriage with the veteran and that she and the veteran live together continuously from their marriage in 1948 until the veteran's death in 1991. In a statement dated in February 1992, the appellant stated that her first husband, [redacted], could not be located after an extensive search, but that "someone" indicated that he had died in 1985. Further, he led her to believe that he had gotten a divorce as he remarried prior to the appellant's second marriage to [redacted]. She mentioned that [redacted] was also believed to be dead. However, no dates even approximately, were provided with respect to the appellant's first two marriages. The RO rendered an administrative decision concerning the issue of whether the appellant's marriage to the veteran could be deemed valid for VA purposes in September 1992. The RO, citing the provisions of VA Adjudication Procedure Manual M21-1 (M21-1), Part IV, paragraph 12.10(c), held that the marriage could not be deemed valid because the impediment was the appellant's inability to prove the dissolution of her own previous marriages. Further, in this administrative decision the RO indicated that the denial was based, in part, on the fact that the appellant became aware that her marriage to the veteran was not legal. In March 1993, the appellant submitted several lay statements in support of her claim. These included the statements from the daughter of the appellant and the veteran who reported that she had lived with them from her birth in 1960 until she joined the Army in 1978. Other statements were received from a social worker, from the veteran's pastor who had known the appellant and veteran for 35 years, and from another veteran who had known the deceased veteran since the time that they had served together during World War II. At a hearing before the undersigned Member of the Board, sitting in Jackson, Mississippi, in September 1993, the appellant and her daughter testified in support of the appellant's claim. The appellant testified that she thought she entered into her first marriage at age 16. According to the daughter, this was possibly in 1939. The daughter stated that the family was from a very, very small community in Mississippi, and that no records regarding the first or second marriages could be found, and it was believed that both of the previous husbands were dead, as they could not be located. The appellant's daughter testified that she believed that neither of the first two husbands stayed with the appellant for even a year. The appellant stated that when she married the veteran she felt free to marry him with no problems. She explained that the two previous husbands walked off and left her and were never heard from again. The daughter than gave a background of life in Mississippi in the 1930's and 1940's. The daughter testified that the community included a lot of poor uneducated people who were not fully aware of the laws, and that it was accepted practice that if a spouse left, one was free to remarry. The appellant testified that she had a fourth grade education level. She explained that she and the veteran did not realize there might be a problem with their marriage until he got sick and the VA needed various documentation, but that at the time she and the veteran married she was not aware of any impediment at all. Analysis The Court of Veterans Appeals has acknowledged the Board's authority to decide a claim in the alternative. Holbrook v. Brown, No. 94-241 (U.S. Vet. App. July 18, 1995) (per curiam), and Luallen v. Brown, No. 94-398 (U.S. Vet. App. July 28, 1995). Accordingly, the Board in this case advances several alternate bases for concluding that the marriage of the veteran and the appellant was valid or can be deemed valid for VA purposes. Prior Marriages Initially, the Board notes that while the record contain official documents for the marriage of the veteran and the appellant, there is no such evidence with respect to the appellant's alleged previous marriages. The appellant's daughter testified that although she searched for marriage records pertaining to the appellant, she could find no record that the appellant had entered into a marriage prior to her marriage to the veteran. The appellant's relationships with [redacted] and [redacted] were of brief duration and no evidence of a common law marriage is of record. If VA requires official documentation to establish the termination of a marriage, it follows that official documentation should be required to establish the marriage in the first place. As there is no official documentation of the appellant's "marriages" prior to her marriage to the veteran, the Board concludes that there was no legal impediment to her marriage to the veteran and that this marriage was valid. Another agency of the Government, that is, the Social Security Administration, has apparently accepted the validity of the marriage of the appellant and the veteran. Accordingly, the appellant should be recognized as the surviving spouse of the veteran for VA purposes. Mississippi Law Assuming that the appellant was married prior to her marriage to the veteran, the Board nevertheless still concludes that her marriage to the veteran was valid. As provided under 38 U.S.C.A. § 103(c) and 38 C.F.R. § 3.1(j), in determining whether or not the appellant was the spouse of the veteran, their marriage shall be proven as valid according to the law of Mississippi, the place where they resided at the time of their marriage and the place where they continued to reside until the veteran's death. Under Mississippi law, when a person has entered into several successive marriages, there is a presumption that the last marriage is valid. This presumption, in the absence of evidence to the contrary, will prevail and it will be presumed (emphasis added) that the previous marriages were dissolved by death or divorce. Dale Polk Construction Co. and U.S.F. & G. v. White, 287 So.2d 278 (1973); citing, Anderson-Tully Co. v. Wilson, 221 Miss. 656, 74 So.2d 735 (1954). These presumptions are based upon public policy. The burden of adducing evidence to the contrary rests on the party who attacks the validity of the last marriage. The burden of proof is a difficult one: "It has been declared that, an existing marriage being shown, the presumption of its validity is so strong that proof of a former subsisting marriage, in order to be sufficient to overcome this presumption, must be so cogent and conclusive as to fairly preclude any other result." Anderson-Tully, 221 Miss. at 662, 74 So.2d at 737. It is noted that M21-1, Part IV, paragraph 12.03(f)(5) provides that state court evidence rules regarding presumptions of validity of the most recent marriage cannot be used to establish a current marriage for VA purposes if there is evidence of a valid prior undissolved marriage. No legal authority for this provision is cited and the Board is not aware of any such authority. This manual provision may be binding on the RO, but it is not binding on the Board. For a discussion of the validity of the provisions of this manual see the March 1992 opinion of VA Office of the General Counsel, O.G.C. Prec. 07-92. Of course, in this particular case, there is no documentary evidence of a valid prior undissolved marriage. Thus, even if the Board were to conclude that the appellant had entered into valid marriages prior to her marriage to the veteran, under the law of the place where the appellant and the veteran resided at the time of their marriage and the place where they continued to reside until the veteran's death, there is a presumption that the appellant's previous marriages were dissolved by death or divorce and that her marriage to the veteran was valid. Accordingly, the Board again comes to the conclusion that the appellant should be recognized as the surviving spouse of the veteran. A "Deemed Valid" Marriage Finally, assuming that there was a legal impediment to the marriage of the appellant to the veteran in 1948, the Board nevertheless concludes that the appellant was unaware of any such impediment at the time of her marriage to the veteran and that the marriage can be "deemed valid" for VA purposes. 38 C.F.R. § 3.52(b). The proper legal test is whether the appellant was aware of an impediment to the marriage at the time the marriage was entered into. The Board notes that provisions of M21-1, if valid, would require the RO to arrive at a different conclusion. The provisions of M21-1, Part IV, paragraph 12.10(c), provide that a marriage cannot be deemed valid if the impediment is the claimant's inability to prove the dissolution of his or her own prior marriage. The manual cites no legal authority for this provision and the Board is not aware of any such authority. As noted above, the Board is not bound by this manual. Upon consideration of the full circumstances of this case, the Board finds that, even if it is assumed that the appellant had prior marriages which had not been terminated, the marriage of the veteran and the appellant may be deemed valid for VA purposes. Due significance must be accorded to the time, place, and circumstances of the appellant's actions. Based in large part on the appellant's testimony at a hearing before the undersigned Board member, it is clear that at the time of her marriage to the veteran she, in good faith, believed that there was no impediment to the marriage. Consideration has been given to the fact that she has a 4th grade education and was born and raised in a very, very small community which was largely poor, uneducated, and unskilled in the law. When viewed through the eyes of one with a 4th grade education coming from such a background, her testimony under oath that she was unaware of any problem with her marriage to the veteran is believable. The Board finds her testimony credible in view of the specific facts and circumstances of the case. In addition, the appellant cohabited with the veteran from the date of marriage to the date of his death, nor has a claim for survivors benefits been filed by a legal surviving spouse. Therefore, assuming that the appellant had prior marriages which had not been terminated, a "deemed valid" marriage between the veteran and appellant is established. ORDER Entitlement to recognition as surviving spouse of the veteran for purposes of VA death benefits is established. GARY L. GICK 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. - 2 -