Rudisill v. McDonough
Citation55 F.4th 879
Date Filed2022-12-15
Docket20-1637
Cited5 times
StatusPublished
Full Opinion (html_with_citations)
Case: 20-1637 Document: 96 Page: 1 Filed: 12/15/2022
United States Court of Appeals
for the Federal Circuit
______________________
JAMES R. RUDISILL,
Claimant-Appellee
v.
DENIS MCDONOUGH, SECRETARY OF VETER-
ANS AFFAIRS,
Respondent-Appellant
______________________
2020-1637
______________________
Appeal from the United States Court of Appeals for
Veterans Claims in No. 16-4134, Chief Judge Margaret C.
Bartley, Senior Judge Mary J. Schoelen, Judge Michael P.
Allen.
______________________
Decided: December 15, 2022
______________________
TIMOTHY L. MCHUGH, Troutman Pepper Hamilton
Sanders LLP, Richmond, VA, argued for claimant-appellee.
Also represented by ABBEY M. THORNHILL; DAVID J.
DEPIPPO, Dominion Energy Services Inc., Richmond, VA.
GALINA I. FOMENKOVA, Commercial Litigation Branch,
Civil Division, United States Department of Justice, Wash-
ington, DC, argued for respondent-appellant. Also repre-
sented by BRIAN M. BOYNTON, MARTIN F. HOCKEY, JR.,
Case: 20-1637 Document: 96 Page: 2 Filed: 12/15/2022
2 RUDISILL v. MCDONOUGH
PATRICIA M. MCCARTHY; Y. KEN LEE, BRYAN THOMPSON, Of-
fice of General Counsel, United States Department of Vet-
erans, Washington, DC.
MICHAEL E. KENNEALLY, Morgan, Lewis & Bockius
LLP, Washington, DC, for amicus curiae National Veter-
ans Legal Services Program. Also represented by JAMES D.
NELSON.
R. ANDREW AUSTRIA, McGuireWoods LLP, Washington,
DC, for amici curiae Steven Attaway, Scott Cone, Byron El-
liott, Elizabeth Lewis, Michael Petta, Eric Richardson.
Also represented by MATTHEW A. FITZGERALD, Richmond,
VA.
______________________
Before MOORE, Chief Judge, NEWMAN, LOURIE, DYK,
PROST, REYNA, TARANTO, CHEN, HUGHES, STOLL,
CUNNINGHAM, and STARK, Circuit Judges.*
Opinion for the court filed by Circuit Judge DYK, in which
MOORE, Chief Judge, LOURIE, PROST, TARANTO, CHEN,
HUGHES, STOLL, CUNNINGHAM, and STARK, Circuit Judges,
join.
Dissenting opinion filed by Circuit Judge NEWMAN, in
which Circuit Judge REYNA joins.
Dissenting opinion filed by Circuit Judge REYNA, in which
Circuit Judge NEWMAN joins.
DYK, Circuit Judge.
This case involves two education programs enacted by
Congress for the benefit of veteransâthe Montgomery pro-
gram and the Post-9/11 program. Section 3327(d)(2) of
* Circuit Judge OâMalley retired on March 11, 2022,
and did not participate.
Case: 20-1637 Document: 96 Page: 3 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 3
Title 38 limits âthe number of months of entitlement . . . to
educational assistanceâ for veterans who switch from
Montgomery program to Post-9/11 program benefits with-
out first exhausting their Montgomery benefits. The Sec-
retary of Veterans Affairs appeals from a Court of Appeals
for Veterans Claims (âVeterans Courtâ) decision that held
that § 3327(d)(2) does not apply to veterans with multiple
periods of service. BO v. Wilkie, 31 Vet. App. 321 (2019).
Because we hold that the plain language of § 3327(d)(2) ap-
plies to veterans with multiple periods of service, we re-
verse. 1
BACKGROUND
I
The United States has long offered education benefits
to those that have served in the armed forces. In 1944,
Congress enacted the âGI Billâ to provide education bene-
fits to World War II veterans. See Servicemenâs Readjust-
ment Act of 1944, Pub. L. No. 78-346, 58 Stat. 284. Over
the decades, Congress has offered education benefits to
new generations of veterans.2 At issue in this case are two
such programsâthe Montgomery GI Bill and the Post-9/11
GI Bill.
Congress enacted the Montgomery GI Bill in 1984. See
Veteransâ Educational Assistance Act of 1984, Pub. L. No.
98-525, 98 Stat. 2492, 2553. Codified in Chapter 30 of Title
1 In this context, a period of service is a period of ser-
vice sufficient to earn education benefits.
2 See, e.g., Veteransâ Readjustment Assistance Act of
1952, Pub. L. No. 82-550, 66Stat. 663; Veteransâ Readjust- ment Benefits Act of 1966,Pub. L. No. 89-358, 80
Stat. 12; Veteransâ Education and Employment Assistance Act of 1976,Pub. L. No. 94-502, 90
Stat. 2383; and Veteransâ Re- habilitation and Education Amendments of 1980,Pub. L. No. 96-466, 94
Stat. 2171. Case: 20-1637 Document: 96 Page: 4 Filed: 12/15/2022 4 RUDISILL v. MCDONOUGH 38, the Montgomery GI Bill provides education benefits for veterans who serve on active duty between July 1, 1985, and September 30, 2030. See38 U.S.C. § 3011
(a)(1)(A). Codified in Chapter 33, the Post-9/11 GI Bill was enacted in 2008 and provides education benefits for veterans who serve on active duty after September 11, 2001. See Post- 9/11 Veterans Educational Assistance Act of 2008,Pub. L. No. 110-252, 122
Stat. 2323, 2357;38 U.S.C. § 3311
(b).
Under the Montgomery GI Bill, a veteran is entitled to
a maximum of 36 months of benefits. This cap applies no
matter how long the veteran has served or how many peri-
ods of service the veteran has provided. See 38 U.S.C.
§ 3013(a)(1). The same is true of the Post-9/11 program. The maximum period of benefits that a veteran may earn under the Post-9/11 program is 36 months. Seeid.
§ 3312(a).
Since both Montgomery and Post-9/11 benefits can be
earned for the same period or periods of service, Congress
continued and adopted various provisions to limit the ben-
efits under the two programs. First, Congress had previ-
ously enacted a 48-month cap on benefits programs
generally, 38 U.S.C. § 3695(a), and amended that section to include the Post-9/11 program.Pub. L. No. 110-252, § 5003
(b)(1)(B),122 Stat. 2323
, 2375. Second, in enacting the Post-9/11 program, Congress provided that benefits un- der the two programs could not be received concurrently. SeePub. L. No. 110-252, § 5003
(a)(1),122 Stat. 2323
, 2373 (codified at38 U.S.C. § 3322
(a)). Third, in 2011, Congress enacted § 3322(h), which was designed to prevent a veteran with a single period of service from earning more than 36 months of benefits under the two programs combined. See Post-9/11 Veterans Educational Assistance Improvements Act of 2010,Pub. L. No. 111-377, § 111
,124 Stat. 4106
,
4120â21 (2011); S. REP. 111-346, at 19 (2010).
Fourth, in 2008 as part of the Post-9/11 program, Con-
gress enacted 38 U.S.C. § 3327(d)âthe provision at issue Case: 20-1637 Document: 96 Page: 5 Filed: 12/15/2022 RUDISILL v. MCDONOUGH 5 in this case. 3 Section 3327(a) describes various classes of individuals âeligible to elect participation in post-9/11 edu- cational assistance.â One such class of individuals includes those who are âentitled to basic educational assistance un- der [the Montgomery program] and [have] used, but re- tain[] unused, entitlement under that [program].â38 U.S.C. § 3327
(a)(1)(A). Subsection (d) establishes a â[l]im- itation on entitlementâ for such individuals.Id.
§ 3327(d)(2). For those individuals, âthe number of months
of entitlement . . . to educational assistance under [the
Post-9/11 program] shall be the number of months equal to
. . . the number of months of unused entitlement of the in-
dividual under [the Montgomery program], as of the date
of the election.â Id. § 3327(d)(2)(A).4 The veteran here con-
tends, and the Veterans Court concluded, that this limit
does not apply to veterans with multiple periods of qualify-
ing service and that he was entitled to a full 48 months of
benefits. The court found that Mr. Rudisill had used 25
months and 14 days of Montgomery benefits and was likely
entitled to an additional 22 months and 16 days of benefits,
which he could take entirely as Post-9/11 benefits.
II
3 The relevant provisions of 38 U.S.C. § 3327were first enacted as part of the Post-9/11 statute (§ 5003(c)) and later codified as § 3327 in 2016. SeePub. L. No. 110-252, § 5003
(c),122 Stat. 2323
, 2375â78; Jeff Miller and Richard Blumenthal Veterans Health Care and Benefits Improve- ment Act of 2016,Pub. L. No. 114-315, § 405
(a),130 Stat. 1536
, 1555â58.
4 The statute provides for an exception, not at issue
here, equal to âthe number of months, if any, of entitlement
revoked by the individual under subsection (c)(1),â which
relates to the transfer of educational assistance to family
members. 38 U.S.C. § 3327(d)(2)(B).
Case: 20-1637 Document: 96 Page: 6 Filed: 12/15/2022
6 RUDISILL v. MCDONOUGH
The facts of Mr. Rudisillâs case are straightforward.
Mr. Rudisill served three periods of active-duty service be-
tween January 2000 and August 2011, totaling nearly 8
years of active-duty service. Mr. Rudisillâs first period of
service, from January 2000 to June 2002, qualified him for
Montgomery education benefits, which he began using for
his undergraduate education in 2003. He served again
while finishing his undergraduate degree, ultimately using
25 months and 14 days of Montgomery benefits for his un-
dergraduate education.
After leaving military service in 2011, Mr. Rudisill was
accepted into Yale Divinity School. Mr. Rudisill filed an
application for Department of Veterans Affairs (âVAâ) edu-
cation benefits (VA Form 22-1990) online. He applied for
âChapter 33 â Post-9/11 GI Billâ benefits, making a âChap-
ter 33 in Lieu of Chapter 30 [Montgomery program]â elec-
tion. In filing the application, Mr. Rudisill acknowledged
the following:
By electing Chapter 33 [Post-9/11 benefits], I
acknowledge that I understand the following: . . . .
If electing chapter 33 in lieu of chapter 30 [Mont-
gomery benefits], my months of entitlement under
chapter 33 will be limited to the number of months
of entitlement remaining under chapter 30 on the
effective date of my election. However, if I com-
pletely exhaust my entitlement under chapter 30
before the effective date of my chapter 33 election,
I may receive up to 12 additional months of benefits
under chapter 33.
My election is irrevocable and may not be changed.
J.A. 585 (emphasis added, formatting altered); see also J.A.
708â711 (paper form). Mr. Rudisill listed an effective date
of March 18, 2015, and elected to receive âChapter 33 â
Post-9/11â benefits in lieu of âChapter 30; MGIB.â
J.A. 583â85.
Case: 20-1637 Document: 96 Page: 7 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 7
The VA issued Mr. Rudisill a certificate of eligibility for
10 months and 16 days of Post-9/11 benefitsâan amount
equal to Mr. Rudisillâs remaining Montgomery entitlement.
Mr. Rudisill appealed the decision to the Board of Veteransâ
Appeals (âthe Boardâ), seeking the âfull potential amount
of education assistance benefitsâ available under the Post-
9/11 program, âinstead of being limited to his remaining
time under [the Montgomery program].â J.A. 59. The
Board denied the appeal, holding that â[a]dditional educa-
tional assistance benefits under [the Post-9/11 program]
are not allowed because the Veteran made an irrevocable
election to receive benefits under [the Post-9/11 program],
in lieu of benefits under [the Montgomery program].â
J.A. 64.
Mr. Rudisill appealed the Boardâs decision to the Vet-
erans Court. A split panel agreed with Mr. Rudisill. The
majority opinion found the statute ambiguous and held
that âCongressâs statutory scheme is best interpreted to
provide that separate periods of qualifying service allow a
veteran such as [Mr. Rudisill] to receive full benefits under
both programs subject to an aggregate cap on all such ben-
efits.â J.A. 7. The majority implicitly concluded that 38
U.S.C. § 3327only âapplies to those individuals with a sin- gle period of service already positioned to use [Montgom- ery] benefits.â J.A. 25. Then-Judge Bartley 5 dissented. She concluded that38 U.S.C. § 3327
, including its limita-
tion on entitlement for veterans who had used only part of
their Montgomery benefits, unambiguously applied to Mr.
Rudisill. Since Mr. Rudisill âvoluntarily signed an irrevo-
cable election to receive Post-9/11 education benefits . . .
section 3327 prescribes that his entitlement to Post-9/11
benefits is limited to 10 months and 16 days, which was the
unused remainder of his [Montgomery] entitlement when
he filed his section 3327 election.â J.A. 30.
5 Judge Bartley has since become Chief Judge.
Case: 20-1637 Document: 96 Page: 8 Filed: 12/15/2022
8 RUDISILL v. MCDONOUGH
The Secretary appealed the Veterans Courtâs decision
to our Court. Initially, a split panel affirmed. Rudisill v.
McDonough, 4 F.4th 1297, 1299(Fed. Cir. 2021). The Sec- retary petitioned for rehearing en banc. We granted the Secretaryâs petition and vacated the panel opinion. Rudisill v. McDonough, No. 2020-1637,2022 WL 320680
(Fed. Cir. Feb. 3, 2022) (per curiam). We directed the par-
ties to brief the following questions:
For a veteran who qualifies for the Montgomery GI
Bill and the Post-9/11 GI Bill under a separate pe-
riod of qualifying service, what is the veteranâs
statutory entitlement to education benefits?
What is the relation between the 48-month entitle-
ment in 38 U.S.C. § 3695(a), and the 36-month en-
titlement in § 3327(d)(2), as applied to veterans
such as Mr. Rudisill with two or more periods of
qualifying military service?
Id. at *1 (formatting modified).
DISCUSSION
I
Mr. Rudisill first argues that we lack jurisdiction to
consider this appeal because the governmentâs appeal was
not properly authorized by the Solicitor General before the
jurisdictional deadline.
Section 7292(a) of Title 38 authorizes the Federal Cir-
cuit to review decisions of the Veterans Court âwith respect
to the validity of a decision of the [Veterans] Court on . . .
any statute or regulation . . . or any interpretation thereof
(other than a determination as to a factual matter) that
was relied on by the [Veterans] Court in making the
Case: 20-1637 Document: 96 Page: 9 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 9
decision.â 6 The notice of appeal must be filed within 60
days. Id.; see 28 U.S.C. § 2107(b). Under regulations prom- ulgated by the Attorney General, the Solicitor General is responsible for â[d]etermining whether . . . appeals will be taken by the Government to all appellate courts.â28 C.F.R. § 0.20
(b). In other words, the Solicitor General must
authorize all appeals taken by the Department of Justice.
Here, the Veterans Court entered a final judgment on
January 7, 2020. The Secretary filed a notice of appeal 59
days later, on March 6, 2020. The Solicitor General did not
authorize the appeal until May 27, 2020, 141 days after the
Veterans Courtâs final judgment.
Mr. Rudisill argues that under Federal Election Com-
mission v. NRA Political Victory Fund, 513 U.S. 88(1994) (âFECâ), the Solicitor Generalâs authorization was un- timely and deprives this court of jurisdiction. In FEC, the Federal Election Commission (âFECâ) had filed a petition for certiorari before the 90-day deadline had passed.Id. at 90
. The Solicitor General authorized the petition after the deadline.Id. at 98
. The Supreme Court held that the FEC did not have independent authority to litigate before the Supreme Court.Id.
âBecause the FEC lacks statutory au- thority to litigate this case in [the Supreme] Court, it nec- essarily follows that the FEC cannot independently file a petition for certiorari, but must receive the Solicitor Gen- eralâs authorization.âId.
Under these circumstances, the
6 The Veterans Court remanded to the Board of Vet-
eransâ Appeals. Although we typically do not review re-
mand orders, Williams v. Principi, 275 F.3d 1361, 1364(Fed. Cir. 2002), we nevertheless may review âa clear and final decision on a legal issue that will directly govern the remand proceedings [where] there is a substantial risk that the issue will not survive a remand.â Frederick v. Shinseki,684 F.3d 1263, 1265
(Fed. Cir. 2012) (citing Williams,275 F.3d at 1364
).
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10 RUDISILL v. MCDONOUGH
Solicitor Generalâs ââafter-the-factâ authorization [did] not
relate[] back to the date of the FECâs unauthorized filing so
as to make it timely.â Id. at 99.
The FEC decision is not applicable here. This case does
not involve an agency of the United States without inde-
pendent litigating authority that has filed its own petition
for certiorari or notice of appeal. Rather, here, the Depart-
ment of Justiceâwhich indisputably has the authority to
file its own appealsâhas filed an appeal on behalf of the
Secretary of Veterans Affairs. When the United States ap-
peals, âthe Attorney General and the Solicitor General
shall conduct and argue suits and appeals in . . . the United
States Court of Appeals for the Federal Circuitâ unless âthe
Attorney General in a particular case directs otherwise.â
28 U.S.C. § 518(a). The Attorney General has required So- licitor General authorization for appeals to this court.28 C.F.R. § 0.20
(b). But the Attorney General also delegated his general litigating authority to the Assistant Attorney General for the Civil Division to conduct most civil litiga- tion (including these types of cases) âby and against the United States [and] its agencies . . . in all courts and ad- ministrative tribunals to enforce Government rights, func- tions, and monetary claims.â28 C.F.R. § 0.45
(h); see alsoid.
§ 0.46.
The Assistant Attorney General for the Civil Division
has interpreted that authority to extend to filing protective
notices of appeals pending a decision by the Solicitor Gen-
eral. Although the Solicitor General is tasked with âcon-
duct[ing], handl[ing], or supervis[ing]â the determination
of whether the government will appeal adverse decisions,
28 C.F.R. § 0.20(b), that supervision does not preclude the Assistant Attorney General from filing protective appeals pursuant to his broad grant of authority to conduct civil litigation on behalf of the government. See Hogg v. United States,428 F.2d 274, 280
(6th Cir. 1970) (â[N]othing in28 C.F.R. § 0.20
(b) . . . requires the Solicitor General to have authorized the prosecution of an appeal before the filing of Case: 20-1637 Document: 96 Page: 11 Filed: 12/15/2022 RUDISILL v. MCDONOUGH 11 the notice of appeal.â). This is not to say that the Assistant Attorney General has the authority under28 C.F.R. § 0.45
to prosecute an appeal after filing a protective notice with- out the Solicitor Generalâs authorization, which is clearly required by28 C.F.R. § 0.20
(b). See id. at 280 (distinguish-
ing âfiling of [a] notice of appealâ from âauthoriz[ing] the
prosecution of an appeal,â the latter of which must be done
by the Solicitor General). We thus conclude that the Assis-
tant Attorney General for the Civil Division, pursuant to
delegated authority, has properly filed a protective notice
of appeal pending Solicitor General approval. 7
7 Mr. Rudisill argues that § 6 of the DOJ Directive
promulgated by the Principal Deputy Assistant Attorney
General for the Civil Division only authorizes protective
notices of appeal involving âany direct reference or dele-
gated case,â 28 C.F.R. Pt. 0, Subpt. Y App. § 6, a category
that does not include cases from the Veterans Court. Be-
cause we conclude that the Assistant Attorney General had
the authority to file the protective appeal in this case pur-
suant to 28 C.F.R. § 0.45, and the appeal was filed under
this authority, see ECF No. 1â2, we need not decide
whether § 6 also authorizes the appeal. But the language
of § 6 concerning protective notices of appeal appears not
to be limited to delegated or direct reference cases (like
other parts of § 6). It provides that:
Until the Solicitor General has made a decision
whether an appeal will be taken, the Government
attorney handling the case must take all necessary
procedural actions to preserve the Governmentâs
right to take an appeal, including filing a protective
notice of appeal when the time to file a notice of
appeal is about to expire and the Solicitor General
has not yet made a decision. Nothing in the forego-
ing directive affects this obligation.
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12 RUDISILL v. MCDONOUGH
The decisions of our sister circuits in Hogg and United
States v. Hill, 19 F.3d 984, 991 n.6 (5th Cir. 1994), support this conclusion. In Hogg, the appellee argued that the gov- ernmentâs notice of appeal was âfatally defective because it was filed by the United States Attorney at a time when the Solicitor General had not authorized the appeal.â428 F.2d at 277
. The Sixth Circuit disagreed, holding that the âAt- torney General has plenary power over the conduct of liti- gation to which the United States is a partyâ and the United States Attorney filing the notice of appeal was au- thorized to do so by internal instructions at the Depart- ment of Justice requiring protective notices of appeal.Id.
at 278â80. The Sixth Circuit held that ânothing in28 C.F.R. § 0.20
(b) . . . requires the Solicitor General to have authorized the prosecution of an appeal before the fil- ing of the notice of appeal.â Id. at 280. Accordingly, there was no defect in the governmentâs notice of appeal. In Hill, the Fifth Circuit followed Hogg. Hill,19 F.3d at 991
n.6.
Mr. Rudisill points to no case reaching a contrary conclu-
sion.
In this case, the Assistant Attorney General for the
Civil Division, pursuant to delegated authority, timely di-
rected the filing of a notice of appeal. We accordingly have
jurisdiction over this appeal.
II
We turn to the merits of the case. The standard of re-
view as to issues of statutory interpretation is de novo. See
Sucic v. Wilkie, 921 F.3d 1095, 1098(Fed. Cir. 2019). By its plain language, § 3327(d)(2) applies to Mr. Rudisill. Section 3327(d)(2) establishes a limit on education benefits for an individual who âmak[es] an election under subsec- tion (a) who is described by paragraph (1)(A) of that sub- section.â Paragraph (1)(A) describes an individual who 28 C.F.R. Pt. 0, Subpt. Y App. § 6. Case: 20-1637 Document: 96 Page: 13 Filed: 12/15/2022 RUDISILL v. MCDONOUGH 13 âelect[s] to receive educational assistance under [the Post- 9/11 program]â and who â(1) as of August 1, 2009â(A) is entitled to basic educational assistance under [the Mont- gomery program] and has used, but retains unused, enti- tlement under [the Montgomery program.]â38 U.S.C. § 3327
(a)(1)(A). Mr. Rudisill is such an individual. He does
not dispute that he had âused, but retain[ed] unusedâ
Montgomery benefits and sought Post-9/11 benefits. See,
e.g., Appelleeâs Br. 51 n.15 (Mr. Rudisill âhas âused, but re-
tains unusedâ Montgomery entitlement and seeks Post-9/11
benefits.â) Rather, Mr. Rudisill disputes that he made the
election described in § 3327(a) when he chose to forgo his
Montgomery benefits and instead seek Post-9/11 benefits.
Id. But we see no basis for interpreting âelectionâ in
§ 3327(a)(1)(A) not to cover Mr. Rudisillâs election of Post-
9/11 benefits instead of exhausting his Montgomery bene-
fits. Given the breadth of the statute, Mr. Rudisill falls un-
der Paragraph (1)(A) as an individual who both âelect[s] to
receive educational assistance under [the Post-9/11 pro-
gram]â and who â(1) as of August 1, 2009â(A) is entitled to
basic educational assistance under [the Montgomery pro-
gram] and has used, but retains unused, entitlement under
[the Montgomery program.]â Section 3327(d)(2) unambig-
uously limits the ânumber of months of entitlementâ for
such an individual to âthe number of months of unused en-
titlement of the individual under [the Montgomery pro-
gram].â
Mr. Rudisill nonetheless contends that § 3327(d) only
applies to individuals with a single period of service. The
Veterans Court and the panel majority agreed. But there
is no such limit in the language of the provision, nor any
suggestion in its legislative history that the section is so
limited. Sections 3322(d) and 3327 do not mention periods
of service. The only related section that distinguishes vet-
erans with a single period of service from veterans with
multiple periods of service is § 3322(h), which was enacted
after the provisions at issue here and which was intended
Case: 20-1637 Document: 96 Page: 14 Filed: 12/15/2022
14 RUDISILL v. MCDONOUGH
to prevent veterans from being able to âexhaust[] entitle-
ment to 36 months of training under the [Montgomery pro-
gram and] subsequently enroll and receive an additional 12
months of entitlement under the Post-9/11 GI Bill based on
the same period of service.â S. REP. 111-346, at 19.
Moreover, under Mr. Rudisillâs interpretation, veter-
ans with multiple periods of service would not be able to
avail themselves of the benefits of § 3327(f) and (g), which
are both triggered by the same paragraph (a)(1)(A) election
as the limit in § 3327(d). Subsection (f) provides additional
assistance to veterans who make the § 3327(a)(1)(A) elec-
tion and who have previously made contributions toward
the Montgomery program. Subsection (g) allows veterans
making the § 3327(a)(1)(A) election to retain their recruit-
ment incentives for critical skills. There is no indication
that Congress intended to limit these benefits to veterans
with a single period of service.
Mr. Rudisill argues that the 48-month limitation on ed-
ucation benefits under 38 U.S.C. § 3695(a) is the only limit that should apply here. Section 3695(a) provides, âThe ag- gregate period for which any person may receive assistance under two or more of the provisions of law listed below [in- cluding the Montgomery program and the Post-9/11 pro- gram] may not exceed 48 months . . . .â This provision âis not a source of veterans benefits,â Carr v. Wilkie,961 F.3d 1168, 1174
(Fed. Cir. 2020), but rather an additional limi- tation on a veteranâs use of education benefits from multi- ple programs. There is nothing unusual about having multiple benefit limitations in a single statute. See RadLAX Gateway Hotel, LLC v. Amalgamated Bank,566 U.S. 639, 645
(2012) (holding that where âa general author- ization and a more limited, specific authorization exist side-by-sideâ in a statutory scheme, â[t]he terms of the spe- cific authorization must be complied withâ). Section 3695 does not state or imply that the plain language of38 U.S.C. § 3327
(d)(2) is inapplicable to veterans with multiple peri-
ods of service.
Case: 20-1637 Document: 96 Page: 15 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 15
Mr. Rudisill contends that the pro-veteran canon of in-
terpretation supports the result he favors. Under the pro-
veteran canon, âinterpretive doubt is to be resolved in the
veteranâs favor.â Brown v. Gardner, 513 U.S. 115, 118
(1994). Whatever role this canon plays in statutory inter-
pretation, it plays no role where the language of the statute
is unambiguousâthe situation here. It is not our task to
rewrite the statute to make it more favorable to veterans
when the statutory language is clear.8
CONCLUSION
Section 3327 applies to Mr. Rudisill and limits his Post-
9/11 benefits to 10 months and 16 days, the amount of his
unused Montgomery entitlement.
REVERSED
8 Mr. Rudisill suggests that the governmentâs posi-
tion is contrary to its own regulations implementing the
Post-9/11 program. There is no inconsistency. Subsection
21.9550(b)(1) of Title 38 of the Code of Federal Regulations
specifically tracks the language of 38 U.S.C. § 3327(d)(2):
An individual who, as of August 1, 2009, has used
entitlement under [the Montgomery program], but
retains unused entitlement under that chapter,
makes an irrevocable election to receive educa-
tional assistance under the provisions of [the Post-
9/11 program] instead of educational assistance
under the provisions of [the Montgomery program],
will be limited to one month (or partial month) of
entitlement under [the Post-9/11 program] for each
month (or partial month) of unused entitlement un-
der [the Montgomery program] (including any
months of [Montgomery program] entitlement pre-
viously transferred to a dependent that the individ-
ual has revoked).
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16 RUDISILL v. MCDONOUGH
COSTS
No costs.
Case: 20-1637 Document: 96 Page: 17 Filed: 12/15/2022
United States Court of Appeals
for the Federal Circuit
______________________
JAMES R. RUDISILL,
Claimant-Appellee
v.
DENIS MCDONOUGH, SECRETARY OF
VETERANS AFFAIRS,
Respondent-Appellant
______________________
2020-1637
______________________
Appeal from the United States Court of Appeals for
Veterans Claims in No. 16-4134, Chief Judge Margaret C.
Bartley, Senior Judge Mary J. Schoelen, Judge Michael P.
Allen.
______________________
NEWMAN, Circuit Judge, with whom REYNA, Circuit Judge,
joins, dissenting.
The court now holds, en banc, that veterans with more
than one period of military service who switch their unused
Montgomery education benefits to Post-9/11 benefits are
not entitled to the aggregate 48 months of education bene-
fits that the statute provides. The court holds: âSection
3327(d)(2) of Title 38 limits âthe number of months of enti-
tlement . . . to educational assistanceâ for veterans who
switch from Montgomery program to Post-9/11 program
benefits without first exhausting their Montgomery bene-
fits,â thereby capping at 36 months the total benefits for
Case: 20-1637 Document: 96 Page: 18 Filed: 12/15/2022
2 RUDISILL v. MCDONOUGH
veteran Rudisillâs three separate enlistments. Maj. Op. at
2â3 (ellipses in original). The court holds that a veteranâs
total education benefits are limited to âthe number of
months of unused entitlement of the individual under [the
Montgomery program].â Maj. Op. at 13 (brackets in origi-
nal).
Thus the court reverses the decision of the U.S. Court
of Appeals for Veterans Claims (âVeterans Courtâ), and
holds that three-time Army veteran James Rudisill is not
entitled to the 48 months of total education benefits earned
by re-enlistment. The court instead limits him to the 36
months of education benefits from his initial period of mil-
itary service. This holding is contrary to statute, regula-
tion, and policy. I respectfully dissent.
DISCUSSION
A
Mr. Rudisill has eight years of military ser-
vice in three enlistments, and is entitled by
statute to 48 months of education benefits
Mr. Rudisill served three tours of active duty in the
United States Army. His first enlistment, from January
2000 to June 2002, entitled him to 36 months of education
benefits under the Montgomery GI Billâthe only bill then
applicable. He used 25 months and 14 days of Montgomery
benefits for his undergraduate education, leaving 10
months and 16 days of unused benefits from this enlist-
ment period.
He re-enlisted for two additional periods, serving from
June 2004 to December 2005, then November 2007 to Au-
gust 2011. He served in Iraq and Afghanistan and received
medals, commendations, and the rank of Captain. He
earned 36 months of education benefits for each period of
service and is entitled to benefits for all periods, subject to
the aggregate cap of 48 months. 38 U.S.C. § 3695(a).
Case: 20-1637 Document: 96 Page: 19 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 3
The Post-9/11 GI Bill was enacted in 2008, to provide
enhanced education benefits compared with the Montgom-
ery and earlier education bills, including increased support
for tuition, housing, books, and supplies. The Post-9/11 Bill
was made retroactively applicable to veterans serving after
September 11, 2001; such veterans with unused prior ben-
efits were authorized to elect to receive Post-9/11 benefits
in place of their prior benefits. Mr. Rudisill made this elec-
tion for his unused Montgomery benefits.
Mr. Rudisill now seeks to use his education benefits for
post-graduate education. He converted his unused Mont-
gomery benefits of 10 months 16 days into Post-9/11 bene-
fits, and sought to also use additional Post-9/11 benefits
from his re-enlistment service, up to the cap of 48 months.
However, the Veterans Administration (âVAâ) held that his
Post-9/11 benefits are limited to the number of months and
days of his unused Montgomery benefits from his initial pe-
riod of service, capping the total benefits for his three en-
listments at 36 months. The VA held that he could not
receive additional Post-9/11 benefits.
The Veterans Court reversed the VA, and held that Mr.
Rudisill is entitled to the requested total of 22 months and
16 days of Post-9/11 benefits, that is, the unused 10 months
and 16 days from his first period of service plus 12 months
of benefits from his re-enlistment, thus meeting the aggre-
gate cap of 48 months.1 My colleagues now reverse the Vet-
erans Court, and âlimit[] his Post-9/11 benefits to 10
months and 16 days, the amount of his unused Montgom-
ery entitlement.â Maj. Op. at 15.
Thus this court denies Mr. Rudisill the additional 12
months of Post-9/11 benefits earned by re-enlistment and
1 BO v. Wilkie, 31 Vet. App. 321 (2019) (âVet. Ct.
Op.â).
Case: 20-1637 Document: 96 Page: 20 Filed: 12/15/2022
4 RUDISILL v. MCDONOUGH
rules that veterans with multiple periods of service are lim-
ited to 36 months total education benefits if they choose to
use their unused Montgomery benefits under the Post-9/11
Bill. This ruling is incorrect, as shown by statute, regula-
tions, and the history of GI education bills.
B
The purpose of the Post-9/11 GI Bill is to enlarge
and reinforce education benefits for veterans
The Post-9/11 GI Bill was introduced by Senator Jim
Webb, a Vietnam veteran, GI Bill beneficiary, and former
Secretary of the Navy. The Bill was âdesigned to enhanceâ
the education benefits for all veterans serving after Sep-
tember 11, 2001, and âto give the appropriate level of recog-
nition and respect to people who have been serving since
9/11 rather than having to rely on the Montgomery GI Bill,
which is a peacetime bill.â Hearing on Pending Benefits
Legislation: Hearing Before the S. Comm. on Veteransâ Af-
fairs, 110th Cong. 5â6 (2007).
The Post-9/11 Bill assured that veterans with unused
Montgomery entitlements could use those entitlements for
the enhanced Post-9/11 support, and it preserved the pro-
visions whereby separate periods of qualifying service earn
additional months of benefits up to the aggregate total of
48 months. Following is an outline of the principal relevant
provisions.
38 U.S.C. § 3695 provides 48 months of total ed-
ucation benefits for re-enlisting veterans
The purpose of providing additional months of benefits
to veterans who re-enlist is both to show appreciation of
their additional service and to give an incentive to re-en-
listment. The 48 months total education benefits for veter-
ans with more than one period of service and qualifying
under more than one benefits program is codified at 38
U.S.C. § 3695. Section 3695 is an âadministrative
Case: 20-1637 Document: 96 Page: 21 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 5
provisionâ applicable to all education programs; the Mont-
gomery and Post-9/11 benefits are listed in subsection
(a)(4):
38 U.S.C. § 3695. Limitation on period of as-
sistance under two or more programs.
(a) The aggregate period for which any person may
receive assistance under two or more of the provi-
sions of law listed below may not exceed 48 months
(or the part-time equivalent thereof):
(1) Parts VII or VIII, Veterans Regulation
numbered 1(a), as amended.
(2) Title II of the Veteransâ Readjustment
Assistance Act of 1952.
(3) The War Orphansâ Educational Assis-
tance Act of 1956.
(4) Chapters 30, 32, 33, 34, and 36.
(5) Chapters 107, 1606, 1607, and 1611 of
title 10.
(6) Section 903 of the Department of De-
fense Authorization Act, 1981 (Public Law
96-342, 10 U.S.C. 2141 note).
(7) The Hostage Relief Act of 1980 (Public
Law 96-449, 5 U.S.C. 5561 note).
(8) The Omnibus Diplomatic Security and
Antiterrorism Act of 1986 (Public Law 99-
399).
The 48-month aggregate period has a long history. Un-
der the World War II GI Bill of 1944, veterans were entitled
to up to 48 months of education benefits. The Korean War
GI Bill reduced the term to 36 months. The Vietnam-era
GI Bill provided that veterans eligible under more than one
of the World War II, Korean War, and Vietnam War GI
Bills would receive up to 48 months of benefits for distinct
periods of qualifying service. An estimated 20.7 million
veterans furthered their education under these GI Bills
Case: 20-1637 Document: 96 Page: 22 Filed: 12/15/2022
6 RUDISILL v. MCDONOUGH
alone. Donald J. Spaulding, The Four Major GI Bills: A
Historical Study of Shifting National Purposes and the Ac-
companying Changes in Economic Value to Veterans (Dec.
2000) (Ph.D. dissertation, University of North Texas)
(available at https://digital.library.unt.edu/ark:/67531/-
metadc2692/m2/1/high_res_d/dissertation.pdf).
The GI Bills since 1968 all provide that a re-enlisting
veteran eligible under multiple programs earns aggregate
education benefits up to the total of 48 months. Yet the
court today holds that re-enlisting veterans are capped at
an aggregate total of 36 months if they convert their un-
used Montgomery benefits into Post-9/11 benefits. This
holding cannot be reconciled with any statute.
Under the provisions enacted in the Vietnam-era GI
Bill and still codified today, an eligible veteran is author-
ized to âuse at least 12 months of any entitlement that he
earned as a result of post-Korean service, notwithstanding
the fact that he had previously received a full 36 months of
education or training under one or more of the other Veter-
ansâ Administration education assistance program or pro-
grams.â S. Rep. No. 90-1394, 4487 (1968), reprinted in 1968
U.S.C.C.A.N. 4484. This Senate Report explains that âif
the veteran finds that he does need additional education,
such as a masterâs degree to successfully enter into a teach-
ing profession, the opportunity should be open to him. The
notion is that we reward extra service and recognize that
further education today may be necessary for adequate re-
adjustment.â Id.
This long-standing provision is now casually elimi-
nated by my colleagues, as the court en banc âlimits [Mr.
Rudisillâs] Post-9/11 benefits to 10 months and 16 days, the
amount of his unused Montgomery entitlement.â Maj. Op.
at 15. The court does not mention these 50+ years of un-
derstanding and purpose of the GI Bills. Instead, the court
now holds that veterans who re-enlist are capped at an
Case: 20-1637 Document: 96 Page: 23 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 7
aggregate total of 36 months of entitlement, if they convert
their unused Montgomery benefits into Post-9/11 benefits.
This holding, which dramatically reduces education bene-
fits for re-enlisting veterans, has no support in any statute.
The Post-9/11 Bill provides for converting unused
Montgomery benefits into Post-9/11 benefits, but it does
not thereby eliminate additional benefits for re-enlisting
veterans, up to the 48-month cap. The VA had taken this
position, but the Veterans Court corrected that holding, on
thorough statutory review.
The Veterans Court explained that § 3695(a) provides
that the benefit-exchange election provisions in the Post-
9/11 Bill do not change the total months of entitlement for
veterans with multiple periods of service. As the Veterans
Court explained, the Post-9/11 statute authorizes veterans
with separate entitlements to âswitch freely between pro-
grams.â Vet. Ct. Op. at 341â43 (citing 38 C.F.R. §§ 21.4022,
21.9690, 21.9635(w)). This court now reverses that hold-
ing, and rules that if a veteran with unused Montgomery
benefits switches to Post-9/11 benefits, the veteran loses
the additional months of Post-9/11 benefits earned by re-
enlistment. No statute supports this ruling.
C
38 U.S.C. § 3322 and § 3327 do not deprive re-
enlisting veterans of the 48-month cap if the
veterans convert unused Montgomery benefits
to Post-9/11 benefits
The court erroneously states that 38 U.S.C. § 3322(d)
and § 3327 support the present ruling. These provisions
relate to switching unused Montgomery or other unused
benefits from a given period of service to Post-9/11 benefits.
These provisions do not relate to the entitlement of veter-
ans with multiple periods of service to additional benefits
up to the cap of 48 months.
Case: 20-1637 Document: 96 Page: 24 Filed: 12/15/2022
8 RUDISILL v. MCDONOUGH
38 U.S.C. § 3322(a) concerns concurrent receipt of sep-
arate entitlements for the same period of service. This sec-
tion, like § 3327, is concerned with prohibiting concurrent
benefits provided under different programs. These condi-
tions may arise because the Post-9/11 Bill, although en-
acted in 2008, grants retroactive entitlement for service
since September 11, 2001.
38 U.S.C. § 3322 is captioned âBar to duplication of ed-
ucational assistance benefits,â and includes:
38 U.S.C. § 3322(d). Additional coordination
matters.â
In the case of an individual entitled to educa-
tional assistance under chapter 30, 31, 32, or 35 of
this title, chapter 107, 1606, or 1607 of title 10, or
the provisions of the Hostage Relief Act of 1980, or
making contributions toward entitlement to educa-
tional assistance under chapter 30 of this title, as
of August 1, 2009, coordination of entitlement to
educational assistance under this chapter, on the
one hand, and such chapters or provisions, on the
other, shall be governed by the provisions of section
5003(c) of the Post-9/11 Veterans Educational As-
sistance Act of 2008.
The referenced § 5003(c) authorizes the exchange of un-
used benefits available under other programs for the Post-
9/11 benefits. Nothing in any statute or regulation sug-
gests that by making this exchange the veteran forfeits ac-
cess to the additional re-enlistment Post-9/11 benefits up
to 48 months.
The Veterans Court observed that § 3322(d) allows con-
version of Montgomery benefits into Post-9/11 benefits for
any period of Montgomery service. Vet. Ct. Op. at 342. Sec-
tion 3322(d) does not concern multiple periods of service.
The holding that Mr. Rudisillâs conversion of his unused
Case: 20-1637 Document: 96 Page: 25 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 9
Montgomery benefits bars entitlement to Post-9/11 bene-
fits earned by re-enlistment is contrary to the Post-9/11
statute. The Veterans Court declined to âassume a mean-
ing in subsection (d)âs silence that automatically disad-
vantages veterans.â Id. at 339.
The Veterans Court referred to other provisions of the
Post-9/11 Bill, such as § 3322(g) which relates to trans-
ferred education benefits to dependents and assures
preservation of up to 48 month of benefits; and other pro-
visions preserving âextra benefits based on multiple, sepa-
rately qualifying periods of service.â Id. at 336â37.
Sections 3322 and 3327 provide a mechanism for exchang-
ing benefits previously subject to the Montgomery Bill for
benefits under the Post-9/11 Bill for the same period of
qualifying service. These provisions are not concerned
with whether the veteran has additional periods of qualify-
ing service. Id. at 344.
The legislative record shows the congressional intent
to facilitate conversion of Montgomery benefits to Post-9/11
benefits, as well as to authorize Post-9/11 re-enlisting vet-
erans to obtain additional months of Post-9/11 benefits
based on re-enlistment. There is no support for the courtâs
holding that veterans can qualify for Post-9/11 benefits for
re-enlistment service only after they exhaust their Mont-
gomery benefits.
D
Sections 3322(e) and (g) do not provide that
conversion to Post-9/11 benefits results in loss
of access to additional months of Post-9/11
benefits
38 U.S.C. § 3322(e) and § 3322(g) bar concurrent re-
ceipt of benefits from different programs. Subsection (e)
provides:
38 U.SC. § 3322(e). Bar to concurrent receipt
of transferred education benefits and Marine
Case: 20-1637 Document: 96 Page: 26 Filed: 12/15/2022
10 RUDISILL v. MCDONOUGH
Gunnery Sergeant John David Fry Scholar-
ship Assistance.â
An individual entitled to educational assistance
under both sections 3311(b)(9) and 3319 may not
receive assistance under both provisions concur-
rently, but shall elect (in such form and manner as
the Secretary may prescribe) under which provi-
sion to receive educational assistance.
Subsection (g) is directed to transferred education benefits
(such as to children), and also deals with concurrent receipt
of benefits:
§ 3322(g). Bar to concurrent receipt of trans-
ferred education benefits.â
A spouse or child who is entitled to educational as-
sistance under this chapter based on a transfer of
entitlement from more than one individual un-
der section 3319 may not receive assistance based
on transfers from more than one such individual
concurrently, but shall elect (in such form and
manner as the Secretary may prescribe) under
which source to utilize such assistance at any one
time.
These provisions are unrelated to whether an election to
switch unused Montgomery benefits to Post-9/11 benefits
bars access to additional months of Post-9/11 benefits for
veterans with multiple entitlements. Such a substantial
restriction cannot be inferred from statutory silence. The
Veterans Court explained:
Subsection (g) provides that individuals to whom it
applies âshall elect (in such form and manner as the
Secretary may prescribe) under which source to
utilize such assistance at any one time.â 38 U.S.C.
§ 3322(g) (emphasis added). Letâs assume that, be-
cause subsection (a) doesn't include this language
verbatim, it must mean something different than
Case: 20-1637 Document: 96 Page: 27 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 11
subsection (g). Consider how odd it would be if
Congress intended to allow an entitled person who
didnât personally serve in the military to receive up
to 48 months of transferred benefits under subsec-
tion (g), mandating only that the person elect the
source of the payments at any given time, butâ
through silenceâalso intended to prevent a ser-
vicemember him- or herself from receiving extra
benefits [i.e., 48 total months of benefits] based on
multiple, separately qualifying periods of service
on the condition of a similar election mechanism.
This arguably absurd result should arouse suspi-
cion that such a result is what Congress wanted to
achieve.
Vet. Ct. Op. at 336â37 (citing McNeill v. United States, 563
U.S. 816, 822(2011) (adopting an interpretation that âavoids the absurd results that would followâ from an al- ternate interpretation); United States v. Wilson,503 U.S. 329, 334
(1992); United States v. Turkette,452 U.S. 576, 580
(1981) (â[A]bsurd results are to be avoided . . . .â)).
The Veterans Court correctly rejected the theory now
adopted by my colleagues and held that Mr. Rudisill is en-
titled to switch the unused Montgomery benefits from his
first period of service to Post-9/11 benefits, without losing
access to the additional Post-9/11 benefits earned by his
multiple enlistmentsâup to the 48-month cap.
E
Section 3327 does not support the courtâs
holding
38 U.S.C. § 3327(d)(1) authorizes âmaking an election
under subsection (a).â Section 3327(d)(2) does not provide
that veterans who make this election, like Mr. Rudisill, lose
their entitlement to the additional months of Post-9/11
benefits earned by re-enlistment.
Case: 20-1637 Document: 96 Page: 28 Filed: 12/15/2022
12 RUDISILL v. MCDONOUGH
My colleagues hold that § 3327 âunambiguouslyâ pro-
vides that a re-enlisting veteran with unused Montgomery
benefits, such as Mr. Rudisill, must use those benefits un-
der the Montgomery terms in order to be entitled to Post-
9/11 benefits for re-enlistment. Thus the court holds that
Mr. Rudisill is limited in total to the 36 months of benefits
earned by his initial enlistment. My colleagues attribute
this ruling to § 3327(d):
38 U.S.C. § 3327(d)(2).â In the case of an indi-
vidual making an election under subsection (a) who
is described by paragraph (1)(A) of that subsection,
the number of months of entitlement of the individ-
ual to educational assistance under this chapter
shall be the number of months equal to . . . the
number of months of unused entitlement of the in-
dividual under [the Montgomery GI Bill].
The referenced subsections provide:
38 U.S.C. § 3327 (a). Individuals eligible to
elect participation in post-9/11 educational
assistance.
An individual may elect to receive educational as-
sistance under [the Post-9/11 GI Bill] if such indi-
vidual--
(1) as of August 1, 2009--
(A) is entitled to basic educational assis-
tance under chapter 30 of this title [the
Montgomery Bill] and has used, but retains
unused, entitlement under that chapter;
Section 3327 supports the converse of the courtâs current
interpretation, for this section authorizes election of Post-
9/11 benefits to replace unused Montgomery benefits, with-
out even remotely suggesting that such election will forfeit
access to additional Post-9/11 benefits based on a separate
period of military service.
Case: 20-1637 Document: 96 Page: 29 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 13
Other provisions of § 3327 further implement the ex-
change of unused Montgomery benefits for Post-9/11 bene-
fits. Section 3327 includes benefit-enhancing details such
as termination of the monetary contributions that were re-
quired by the Montgomery program, as well as ensuring
that other incentives are preserved, such as benefits for
family members. See 38 U.S.C. § 3327(b) (ending âthe ob-
ligation of the individual to make contributionsâ required
by the Montgomery GI Bill); § 3327(c)(3) (preserving enti-
tlement âthat is not revokedâ for later use by dependents);
§ 3327(g) (preserving certain âincreased educational assis-
tance or supplemental educational assistanceâ after the
election).
It is inconceivable that Congress intended, through si-
lence, to strip re-enlisting veterans of the education bene-
fits provided for re-enlisting veterans if they convert their
unused Montgomery benefits into Post-9/11 benefits. The
court errs in holding that by switching his unused Mont-
gomery benefits to Post-9/11 benefits, Mr. Rudisill is now
limited to 36 months of total benefits. No statute, no legis-
lative record, no public policy, suggests that a re-enlisting
veteran loses access to the 48-month aggregate entitlement
by switching benefit programs.
F
38 U.S.C. § 3322(h)(1) was enacted to clarify
the Post-9/11 Bill
38 U.S.C. § 3322(h) was enacted to address reports of uncertainties in the Post-9/11 GI Bill. See S. Rep. No. 111- 346 (2010), reprinted at 2010 U.S.C.C.A.N. 1503. The pro- vision requires veterans with multiple entitlements to choose which benefit to apply.Id.
38 U.S.C. § 3322(h)(1).â An individual with qual-
ifying service . . . that establishes eligibility . . . for
educational assistance under this chapter . . . shall
Case: 20-1637 Document: 96 Page: 30 Filed: 12/15/2022
14 RUDISILL v. MCDONOUGH
elect . . . under which authority such service is to
be credited.
Section 3322(h)(1) does not provide that veterans who
switch from Montgomery to Post-9/11 benefits will lose
their entitlement to re-enlistment benefits, as my col-
leagues now hold.
The Secretaryâs M22-4 Manual, which provides in-
structions to VA administrators, explains that veterans are
allowed to âpoint a period of service to one benefit instead
of another,â but not to receive multiple benefits for the
same period of service. Manual at Pt.3, § 3.10, available at
https://perma.cc/XUY8-JZSN?type=image; see also Pt.4,
§ 3.02(a), available at https://perma.cc/9DU8HXPE?-
type=image.
Section 3322(h)(1) comports with Mr. Rudisillâs election
of Post-9/11 benefits for the unused Montgomery entitle-
ment from his first period of service. His right to Post-9/11
benefits for his subsequent qualifying service, subject to
the aggregate cap of 48 months of benefits, is not affected
by § 3322(h). Additional provisions include 38 U.S.C.
§ 3312(a), which again refers to § 3695âs aggregate of 48 months for veterans with more than one period of qualify- ing service. The alternative or consecutive use of benefits earned under different programs is recited in38 U.S.C. § 3033
(a).
âThe words of a statute must be read in their context
and with a view to their place in the overall statutory
scheme.â FDA v. Brown & Williamson Tobacco Corp., 529
U.S. 120, 133(2000) (quoting Davis v. Mich. Depât of Treas- ury,489 U.S. 803, 809
(1989)). This statutory context in-
cludes âthe purpose of the textâ of the statute. Antonin
Scalia & Bryan Garner, Reading Law: The Interpretation
of Legal Texts 56 (2012). The majority today fails to take
Case: 20-1637 Document: 96 Page: 31 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 15
into account the purpose of § 3322(h)(1), which is to clarify
entitlements arising from a single period of service.
G
The regulations for these education benefits
make no mention of any forfeiture by re-enlist-
ing veterans of their additional Post-9/11 ben-
efits, as the court now holds
The regulations are directed primarily to details of the
benefit-exchange election that §§ 3322(d) and 3327 make
available to all veterans serving after September 11, 2001,
with further details in the Secretaryâs Manual.
For example, 38 C.F.R. § 21.7042(d)(4) states that ben- efits under the Montgomery GI Bill and the Selective Re- serve Montgomery GI Bill may be used âalternatively or consecutively . . . to the extent that the [entitlement to] ed- ucational assistance is based on service not irrevocably credited toâ another program. See also38 C.F.R. § 21.7540
(c).
38 C.F.R. § 21.9635(w) authorizes veterans âin receipt
of educational assistanceâ under the Post-9/11 program
and who are âeligible for benefits under another program,â
to âchoose toâ alternate back to receiving benefits under the
other program at certain intervals, âeffective the first day
of the enrollment period during whichâ such choice is made.
38 C.F.R. § 21.4022 and § 21.9690(a) require the vet-
eran to choose which benefit to apply. Section 21.4022
states that a veteran with multiple entitlements may
choose to apply Post-9/11 benefits multiple times, with the
restriction that an âindividual may choose to receive bene-
fits under 38 U.S.C. chapter 33 at any time, but not more
than once during a certified term, quarter, or semester.â
Case: 20-1637 Document: 96 Page: 32 Filed: 12/15/2022
16 RUDISILL v. MCDONOUGH
38 C.F.R. § 21.9520 further envisions application of
Post-9/11 benefits based on a period of service not yet used
for educational benefits, as outlined in parts (a)â(b), or
based on a conversion of the remaining benefits from one
period of service, as provided in part (c).
As the Veterans Court stated, the position taken by the
VA, and now by my colleagues, âwould render [the Secre-
taryâs] own regulations inoperable surplusage, something
we canât condone.â Vet. Ct. Op. at 342. My colleaguesâ the-
ory that Mr. Rudisill, by making the choice to use Post-9/11
benefits in place of his unused Montgomery benefits, lost
his entitlement to the additional Post-9/11 benefits earned
by re-enlistment service, cannot be founded on statutory
and regulatory silence. See Finley v. United States, 490
U.S. 545, 554(1989) (âIt will not be inferred that Congress, in revising and consolidating the laws, intended to change their effect unless such intention is clearly expressed.â) (quoting Anderson v. Pac. Coast S.S.,225 U.S. 187, 199
(1912)).
CONCLUSION
There is no foundation for this courtâs holding that
when Mr. Rudisill switched benefit programs, as the stat-
ute authorizes, he âlimit[ed] his Post-9/11 benefits to 10
months and 16 days, the amount of his unused Montgom-
ery entitlement.â Maj. Op. at 15. He did not forfeit his en-
titlement to the additional months of Post-9/11 benefits
earned by re-enlistment, up to the 48-month cap. The court
errs in holding that his total benefit is limited to the initial
term of 36 months.
I respectfully dissent.
Case: 20-1637 Document: 96 Page: 33 Filed: 12/15/2022
United States Court of Appeals
for the Federal Circuit
______________________
JAMES R. RUDISILL,
Claimant-Appellee
v.
DENIS MCDONOUGH, SECRETARY OF
VETERANS AFFAIRS,
Respondent-Appellant
______________________
2020-1637
______________________
Appeal from the United States Court of Appeals for
Veterans Claims in No. 16-4134, Chief Judge Margaret C.
Bartley, Senior Judge Mary J. Schoelen, Judge Michael P.
Allen.
______________________
REYNA, Circuit Judge, with whom NEWMAN, Circuit Judge,
joins, dissenting.
Case: 20-1637 Document: 96 Page: 34 Filed: 12/15/2022
2 RUDISILL v. MCDONOUGH
Etched in stone at the headquarters of the U.S. Depart-
ment of Veterans Affairs, a mere stoneâs throw from the
steps of this court, are President Abraham Lincolnâs words:
To care for him who shall have borne the battle and
for his widow, and his orphan.1
These words are more than a mere recitation of the mission
statement of the Department of Veterans Affairs. They are
a promise manifested in veteransâ benefits laws passed by
Congress since the founding of this nation. Nothing re-
flects the benevolence, sincerity, and security of that prom-
ise more than the pro-veteran canon of statutory
construction.
I dissent for two reasons. First, I disagree with the ma-
jorityâs cursory, legally unsupported conclusion that the
pro-veteran canon âplays no roleâ when there is no ambigu-
ity. Maj. Op. 15. Second, I disagree with the majorityâs
interpretation that 38 U.S.C. § 3327 limits Mr. Rudisillâs
Post-9/11 benefits to 10 months and 16 days, the amount of
his unused Montgomery entitlement. I would affirm the
judgment of the U.S. Court of Appeals for Veteranâs Claims
on this point.
The pro-veteran canon of statutory interpretation
(âVeteranâs Canonâ or âcanonâ) is a traditional tool of stat-
utory construction that assists courts in interpreting stat-
utes and reaching the âbest and fairest reading of the law.â 2
The canon is simply what its name implies: it is a tool used
in the interpretation of veteransâ benefits law that man-
dates favoring the interests of the veteran. The canon is
the lockbox that holds the promise expressed in Abraham
1 U.S. Depât of Veterans Affairs, About VA: Mission
Statement, https://www.va.gov/ABOUT_VA/index.asp (last
updated Sept. 15, 2022).
2 Kisor v. Wilkie, 139 S.Ct. 2400, 2430 (2019) (Gor-
such, J., concurring).
Case: 20-1637 Document: 96 Page: 35 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 3
Lincolnâs words, the roots of which feature prominently in
Americaâs history.
In 1776, the Continental Congress created a pension
for disabled veterans. This was in response to the statesâ
failure to pay soldiers fighting the Revolutionary War and
the resulting mutinies, protests, and rebellions. George
Washington wrote to Alexander Hamilton, explaining that
the states could not be âso devoid of common sense, com-
mon honesty, & common policyâ as to refuse aid after con-
sidering the âfull, clear, & candid representation of [the]
facts from Congress,â particularly if they learned about
âthe inevitable consequencesâ of failing to support the sol-
diers. George Washington, The Papers of Alexander Ham-
ilton, vol. 3, 1782â1786 (Mar. 4, 1783).
In 1862, the U.S. government established a system for
settling veteransâ claims for benefits arising from military
service. In 1917, Congress created programs for veteransâ
benefits like compensation, insurance, and rehabilitation.
With the goal of improving administration of these bene-
fits, Congress established the Veterans Administration in
1930. In 1944, President Roosevelt signed into law the Ser-
vicemenâs Readjustment Act of 1944, a âGI Bill of Rightsâ
that was the first iteration of the current VA benefit sys-
tem. Pub. L. No. 78-346, 58 Stat. 284. This GI Bill unani-
mously passed in both chambers of Congress and served to
provide funds to World War II veterans for education, un-
employment insurance, and housing. While this GI bill ex-
pired in 1956, it was extended as the Montgomery GI bill,
then the Post-9/11 Bill, and, most recently, the Forever GI
Bill.
The Supreme Court, too, has long recognized the Vet-
eranâs Canon as a legal doctrine that upholds congressional
purpose in veteransâ benefits law. In 1943, the Supreme
Court explained that veteransâ benefits laws statutes, like
the Soldiersâ and Sailorsâ Civil Relief Act, should âbe liber-
ally construed to protect those who have been obliged to
Case: 20-1637 Document: 96 Page: 36 Filed: 12/15/2022
4 RUDISILL v. MCDONOUGH
drop their own affairs to take up the burden of the nation.â
Boone v. Lightner, 319 U.S. 561, 575(1943). Justice Doug- las wrote that courts should construe separate provisions of an act benefiting veterans as parts of an âorganic wholeâ and give each âas liberal a construction for the benefit of the veteran.â Fishgold v. Sullivan Drydock & Repair Corp.,328 U.S. 275, 285
(1946); see also Coffy v. Republic Steel Corp.,447 U.S. 191, 196
(1980) (Marshall, J.) (âThe statute is to be liberally construed for the benefit of the returning veteran.â). Similarly, Justice Souter wrote that âwe would ultimately read the provision in [the veteranâs] favor under the canon that provisions for benefits to members of the Armed Services are to be construed in the beneficiariesâ fa- vor.â King v. St. Vincentâs Hosp.,502 U.S. 215
, 220â221 n.
9 (1991).
The foregoing illustrates a corollary of the Veteranâs
Canon: veteransâ benefits law should not just be liberally
construed in favor of the veteran but also must not be con-
strued in a manner that negates or frustrates the congres-
sional purpose because the veteransâ benefits law is
remedial by design. Kisor v. McDonough, 995 F.3d 1316, 1336 (Fed. Cir. 2021) (Reyna, J., dissenting) (citing Boone,319 U.S. at 575
); see also Corning Glass Works v. Brennan,417 U.S. 188, 208
(1974) (finding the Equal Pay Act to be âbroadly remedial and it should be construed and applied so as to fulfill the underlying purposes which Congress sought to achieveâ); James-Cornelius v. Secây of Health and Human Servs.,984 F.3d 1374
, 1381 (Fed. Cir. 2021) (in- structing the court to keep in mind the âremedial objectiveâ of the Vaccine Act); PS Chez Sidney, LLC v. U.S. Intâl Trade Commân,684 F.3d 1374
, 1380â81 (Fed. Cir. 2012) (noting
that the Byrd Amendment âhad the additional benefit of
furthering the statuteâs stated goals of strengthening the
remedial purpose of the law.â). Accordingly, the Veteranâs
Canon should have an undiluted application that effectu-
ates the broader purpose of GI Bills that are specifically
designed to provide benefits to veterans like Mr. Rudisill.
Case: 20-1637 Document: 96 Page: 37 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 5
Despite its clear provenance in U.S. veteransâ benefits
law, there exists a misunderstanding as to howâand
whenâthe canon applies. For example, in this appeal, the
majority resolves the merits of the statutory interpretation
question and only then decides in a single sentence that the
Veteranâs Canon has no application in the case because the
statute is unambiguous. This declaration of no ambiguity
is belied by a number of factors. First, the near entirety of
the majority opinion is devoted to classic statutory inter-
pretation. Second, the question before the court has a rich
history of litigation. Third, the case has garnered the at-
tention of numerous amici. Fourth, the majority overturns
the judgment of the Court of Appeals for Veterans Claims.
And fifth, the majority expresses no principled reason why
the canon does not apply to the ambiguity question or in its
statutory interpretation analysis.
Indeed, it seems to me that an element of Chevron def-
erence creeps into some decisions concerning whether to
apply the Veteranâs Canon. Step one, determine if there
exists an ambiguity without resort to the canon. If the
court finds no ambiguity, then the canon does not apply at
all. This is wrong. To exclude the canon from the initialâ
and significantly importantâquestion on whether ambigu-
ity exists in the law effectively bends the law to the favor
of, and to the deference of, the agency. I agree with Justice
Gorsuch who recently highlighted that, â[t]raditionally,
too, our courts have long and often understood that, âas be-
tween the government and the individual[,] the benefit of
the doubtâ about the meaning of an ambiguous law must be
âgiven to the individual, not to authority; for the state
makes the laws.ââ Buffington v. McDonough, 2022 WL
16726027, at *10 (U.S. Nov. 7, 2022) (Gorsuch, J., dissent- ing) (citing Lane v. State,232 N.W. 96, 98
(1930); Caldwell v. State,115 Ohio St. 458
, 460â461 (1926)). To exclude the
canon at the outset of a statutory interpretation analysis
hobbles the veteran and favors the agency.
Case: 20-1637 Document: 96 Page: 38 Filed: 12/15/2022
6 RUDISILL v. MCDONOUGH
In veteransâ benefits cases, the agency is not an adver-
sary. It is important to note that the Department of Veter-
ans Affairs âdiffers from virtually every other agency in
being itself obliged to help the claimant develop his claim.â
Shinseki v. Sanders, 556 U.S. 396, 415â16 (2009) (Souter, J., dissenting). Department of Veterans Affairs proceed- ings are informal and non-adversarial and, when evaluat- ing claims, the agency itself must give veterans âthe benefit of the doubt.â Henderson ex rel. Henderson v. Shinseki,131 S.Ct. 1197, 1201
(2011);id. at 1199
(âCongressâ longstand-
ing solicitude for veterans is plainly reflected in the [act]
and in subsequent laws that place a thumb on the scale in
the veteranâs favor in the course of administrative and ju-
dicial review of VA decisions.â (cleaned up)).
The majority, in this case, places its thumb on the side
of the scale that favors the agency. In so doing, the court
ignores the Supreme Courtâs recent instruction that courts
should exhaust all the traditional tools of construction be-
fore concluding that a rule is ambiguous. Kisor, 139 S.Ct.
at 2415. This means that courts should fully employ the pro-veteran canon along with other canons and tiebreaking rules in the âtraditional interpretive toolkitâ to reach the âbest and fairest reading of the law.âId. at 2430
(Gorsuch, J., concurring in judgment). Where there is confusion and ambiguity in the statutory scheme, Justice Sotomayor has explained that one should apply the canon. George v. McDonough,142 S.Ct. 1953, 1964
(2022) (Sotomayor, J.,
dissenting). Thus, it is neither fair nor just for the court to
say to the veteran that the pro-veteran canon has no role
in the pursuit of her claim because the court finds no am-
biguity in the statute. Rather, the canon should apply at
the outset of this courtâs interpretation of veteranâs benefits
law. Courts should ab initio be wary not to defer to a VA
interpretation that restricts or limits veteran benefits that
Congress has expressly sought to bestow on the veteran.
For example, in this case, Congress clearly sought to
expand and enhance education benefits that were already
Case: 20-1637 Document: 96 Page: 39 Filed: 12/15/2022
RUDISILL v. MCDONOUGH 7
in place through the enactment of the Post-9/11 GI bill, Ti-
tle 38, Veteransâ Benefits. Congress explained:
The United States has a proud history of offering
educational assistance to millions of veterans, as
demonstrated by the many âG.I. Billsâ enacted since
World War II. Educational assistance for veterans
helps reduce the costs of war, assist veterans in re-
adjusting to civilian life after wartime service, and
boost States economy, and has a positive effect on
recruitment for the Armed Forces.
The current educational assistance program for
veterans [MGIB] is outmoded and designed for
peacetime service in the Armed Forces.
The people of the United States greatly value mili-
tary service and recognize the difficult challenges
involved in readjusting to civilian life after war-
time service in the Armed Forces.
It is in the national interest for the United States
to provide veterans who serve on active duty in the
Armed Forces after September 11, 2001, with en-
hanced educational assistance benefits that are
worthy of such service and are commensurate with
the educational assistance benefits provided by a
grateful Nation to veterans of World War II.
Pub. L. No. 110-252, § 5002,122 Stat. 2358
(2008).
The veteran-friendly nature of this scheme and its re-
medial nature is arguably the âvery raison dâĂŞtre for pas-
sageâ of the bill. Roby v. McDonough, No. 20-1088, 2021
WL 3378834, at *5 (Fed. Cir. Aug. 4, 2021). Senator Jim Webb introduced the Post-9/11 bill, explaining that it was designed to âexpand the educational benefits that our Na- tion offers to the brave men and women who have served us so honorably.â Hearing on Pending Benefits Legisla- tion, 110 Cong. 118 (2007) (Statement of Jim Webb); see, e.g., Brief for NVLS as Amicus Curiae Supporting Appellee Case: 20-1637 Document: 96 Page: 40 Filed: 12/15/2022 8 RUDISILL v. MCDONOUGH at 9. Congress wanted to âreemphasize that the purpose of providing for transferability of benefits to dependents is to promote recruitment and retention in the uniformed ser- vices.â S. Rep. No. 111-346, at 17 (2010) (emphasis added); Brief for Affected Veterans as Amicus Curiae Supporting Appellee at 16. Indeed, this is consistent with the legisla- tive history of GI Bills dating back to the Servicemenâs Re- adjustment Act of 1944.Pub. L. No. 78-346, 58
Stat. 284;
Brief for NVLS as Amicus Curiae Supporting Appellee at
3.
The foregoing shows that Congress understood, at the
time it passed the Post-9/11 Bill, that many veterans were
already enrolled and earning benefits under the existing
Montgomery GI Bill. Congress then acted to enhance and
expand those educational benefits with the Post-9/11 Bill,
thereby keeping true to the promise made to this nationâs
servicewomen and servicemen. When viewed in favor of
the veteran, the statutory framework makes clear that Mr.
Rudisill is entitled to the full benefits subject only to the
âcapâ of 38 U.S.C. § 3695. The Veterans Court permissibly
and correctly interpreted the provision at issue in favor of
Mr. Rudisill.
In conclusion, it bears noting that Mr. Rudisill has al-
ready earned his educational benefits through his signifi-
cant service as a three-time Army veteran and Captain
who was awarded the Bronze Star, Combat Action Badge,
Air Assault Badge, Afghanistan and Iraq Campaign Med-
als, and Kosovo Campaign Medal. For having borne the
burden of the battle, this court is charged to interpret vet-
eran benefits laws in his favor. Because the majority fails
in that commitment, I dissent.