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Bellamy and Repatriation Commission [2009] AATA 639 (27 August 2009)
Last Updated: 28 August 2009
Administrative Appeals Tribunal
DECISION AND REASONS FOR DECISION [2009] AATA 639
ADMINISTRATIVE APPEALS TRIBUNAL )
) No 2008/1837
|
VETERANS' APPEALS DIVISION
|
|
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Re
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MICHAEL JOHN BELLAMY
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Applicant
Respondent
DECISION
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Tribunal
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Brigadier C Ermert (Retd), Member
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Date 27 August 2009
Place Melbourne
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Decision
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The decision under review is affirmed.
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(sgd) C Ermert
Member
VETERANS’ AFFAIRS - operational service
– accepted impairment rating of 90% - accepted war-caused disabilities of
plantar fasciitis – whether
qualified for special rate - four Flentjar
questions – type of remunerative work – whether prevented from
continuing work by war-caused conditions –ss 24(1)(b),
23 and 24 of
the Act not satisfied– not entitled to disability pension at the
Intermediate or Special Rate – decision
affirmed.
Veterans’ Entitlements Act 1986 ss 23, 24, 120
Flentjar v Repatriation Commission [1997] FCA 1200; (1997) 48 ALD 1
Chambers v Repatriation Commission [1995] FCA 1144; (1995) 36 ALD 207
Repatriation Commission v Buckingham, Federal Court, 7 February
1996, 153/1994
REASONS FOR DECISION
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|
Brigadier C Ermert (Retd), Member
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INTRODUCTION
- Mr
Michael John Bellamy, the applicant, was born in 1945 and he is 64 years old.
He left secondary school in Malta at the age of
17½ and moved to Australia
in 1962. Mr Bellamy worked for approximately four months as a storeman in a
warehouse and then worked
in the real estate sales industry until he enlisted in
the Australian Army. Mr Bellamy served in the Army from 1965 to 1967, including
a period in the Far East Strategic Reserve (Malaya), which the respondent has
accepted as meeting the requirements of operational service as defined in
the Veterans’ Entitlements Act 1986 (the Act).
- Since
his discharge from the Army Mr Bellamy has worked as a sales representative in a
number of industries, involving sales to markets
in Australia and overseas. He
has also run an import and export business in furniture and pottery, established
a business importing
and selling hosiery wholesale, and, with his daughter,
established a business providing internet web design services. Mr Bellamy
has also driven hire cars and limousines.
- Mr
Bellamy’s last paid employment was as a sales representative in the carpet
industry. On 22 March 2004 he commenced full
time employment with Drills Swan
Street (Auctions) & Sales (Drills). Mr Bellamy was initially working an
average of 45 hours
per week. He moved to casual employment for eight and a
half hours per week on 16 March 2005 and he resigned from Drills on 15 March
2006. Mr Bellamy then undertook part-time work of eight hours a week
spread over three days at AAA Simon Carpets (Simon).
Mr Bellamy ceased work
with Simon on 19 January 2007 and has not worked since.
- Mr
Bellamy was granted a service pension in February 2005.
- Mr
Bellamy has a number of medical conditions which the Repatriation Commission
(the respondent) accepted were war-caused. On 4 May
2006 the respondent
accepted that his plantar fasciitis and gastro-oesophageal reflux disease were
war-caused and increased his disability
pension to 50% of the General Rate. On
11 May 2006 the respondent accepted that his sensorineural hearing loss of the
left ear was
war-caused and continued his pension at 50% of the General Rate.
On 16 August 2007 the respondent accepted that his erectile dysfunction
was
war-caused and increased his pension to 90% of the General Rate.
- Mr
Bellamy applied for a review of these decisions by the Veterans’ Review
Board (VRB). On 12 March 2008 the VRB affirmed the
decision assessing
Mr Bellamy’s pension at 90% of the General Rate, with effect from 19
March 2007. This matter is an
application for review of the VRB decision.
THE HEARING
- At
the hearing Mr Bellamy was represented by Mr Andrew Larkin of Counsel,
instructed by Williams Winter, Solicitors. The respondent
was represented by
Ms Jean McCulloch of the Advocacy Section of the Department of
Veterans’ Affairs. The Tribunal heard
evidence from Mr Bellamy, his
daughter Ms S Bellamy, Dr R Horsley, occupational physician, and Mr R
Westh, orthopaedic
surgeon. During the hearing the Tribunal took into evidence
documents tendered by the applicant and marked as Exhibits A1 to A7,
and
documents tendered by the respondent and marked as Exhibits R1 to
R8.
THE ISSUE
- The
issue to be determined is whether Mr Bellamy is entitled to be paid a pension at
a rate greater than the 100 per cent of the General
Rate, as provided for in
section 24 of the Act.
- The
matter is to be decided on the balance of probabilities, as provided by section
120(4) of the Act.
HIGHER RATE OF PENSION
- The
provisions for the payment of pension at rates greater than 100 per cent of the
General Rate are contained in section 23 of the
Act (in regard to the
Intermediate Rate of pension) and section 24 of the Act (in regard to the
Special Rate of pension). The provisions
for entitlement are the same for both
rates, except for the capacity of the veteran to undertake remunerative work.
For the Intermediate
Rate, section 23 provides that a veteran must be not
capable of working more than 20 hours per week. For the Special Rate, section
24
provides a limit of 8 hours per week. For simplicity, these reasons for
decision will consider only the provisions of section
24, unless or until there
is a need to consider section 23.
SPECIAL RATE OF PENSION
- Section
24 of the Act provides for the entitlement to payment of a Special Rate of
pension. The relevant sections are:
24 Special rate of pension
(1) This section applies to a veteran if:
(aa) the veteran has made a claim under section 14 for a pension, or an
application under section 15 for an increase in the rate of
the pension that he
or she is receiving; and
(aab) the veteran had not yet turned 65 when the claim or application was
made; and
(a) either:
- (i) the
degree of incapacity of the veteran from war-caused injury ... is determined
under section 21A to be at least 70% ... ; or
- (ii) ... ;
and
(b) the veteran is totally and permanently incapacitated, that is to say, the
veteran’s incapacity from war-caused injury or
war-caused disease, or
both, is of such a nature as, of itself alone, to render the veteran incapable
of undertaking remunerative
work for periods aggregating more than 8 hours per
week; and
(c) the veteran is, by reason of incapacity from that war-caused injury or
war-caused disease, or both, alone, prevented from continuing
to undertake
remunerative work that the veteran was undertaking and is, by reason thereof,
suffering a loss of salary or wages, or
of earnings on his or her own account,
that the veteran would not be suffering if the veteran were free of that
incapacity; and
...
- There
is no dispute between the parties that sections 24(1)(aa) and 24(1)(aab) are
satisfied. The respondent has already found that
Mr Bellamy’s degree of
incapacity from war-caused injuries is 90 per cent. Hence, the Tribunal finds
that sections 24(1)(aa),
(aab) and (a) are satisfied.
- In
considering Mr Bellamy’s capacity to undertake remunerative work the
Tribunal notes the four questions to be determined,
as set out in Flentjar v
Repatriation Commission [1997] FCA 1200; (1997) 48 ALD 1 at 4, 5:
- What
was the relevant “remunerative work that the veteran was
undertaking” within ... s 24(1)(c) of the Act?
- Is
the veteran, by reason of the war-caused injury or ... disease, or both,
prevented from continuing to undertake that work?
- If
the answer to question 2 is yes, is the war-caused injury or ... disease, or
both, the only factor or factors preventing the veteran
from continuing to
undertake that work?
- If
the answers to questions 2 and 3 are, in each case, yes, is the veteran by
reason of being prevented from continuing to undertake
that work, suffering a
loss of salary, wages or earnings on his own account that he would not be
suffering if he were free of that
incapacity?
REMUNERATIVE WORK
- The
first issue to be determined is the type of remunerative work that
Mr Bellamy was undertaking.
- Mr
Bellamy’s written statement (Exhibit A1) shows that, following his arrival
in Australia and prior to being called up for
National Service, he was employed
as a storeman in a warehouse and then a real estate salesman. After his
discharge from the Army
Mr Bellamy resumed work with the real estate agency. He
resigned after three to six months and thereafter was employed as a sales
representative for a wholesale company, selling hardware in rural New South
Wales and Victoria, for approximately six years. Mr
Bellamy was then employed
as a counter salesman for a retail outlet for about five years. He then worked
as a sales representative
for various companies until he obtained employment
with Drills as a floor salesman.
- In
2004 Mr Bellamy submitted a resume with his application for employment with
Drills (Exhibit R6). It shows more detail of his work
history:
1962-1980 ...representative for a gift wholesaler. ...
manager of a National Paint and Wallpaper Company... operated my own Paint
and
Wallpaper shops. ...ran a profitable Import and Export business importing cane
furniture and pottery for 4 years.
1980-1985 McMahon International Foods Pty Ltd
Manufacturers, distributors and exporters of dairy products.
Export Sales Manager
...sold products such as honey, canned fruit, fresh vegetables and
fruit... and dairy lines, to markets in Europe, the Middle East
and South East Asia.
1986-1993 La Signorina Pty Ltd (La Signorina)
Importers and wholesalers of up-market ranges of hosiery from Italy
Managing Director
Responsible for the general running of the business, from the buying to
the selling of goods, and administration.
1993-1995 Candle Distribution Company
Manufacturers, Importers and Wholesalers of gift lines, candles and fragrant
oils
Territory Manager
... call on established accounts and look for new business.
1995-1997 Berkeley International Victoria Pty Ltd
Importers and Distributors of toiletries and gift items.
Sales Representative
... responsible for an area ... that had been lacking representation ...
opening new accounts and winning back accounts...
1997-1999 Allen Calendars
Manufacturers of a wide range of calendars, used for the marketing of Company
Names
Marketing Consultant
...calling on Businesses and Corporate Houses offering a wide variety of
calendars suitable for different facets of commerce.
1999 – Belle Ami Web Based Solutions (Belle Ami)
current Web page design and virtual hosting
(in 2004) Owner / Operator
June 2002 Astins Limousines, Southern Cross VHA Hire
Cars
to Present Chauffer
- The
details of Mr Bellamy’s functions in Belle Ami and La Signorina were the
subject of considerable cross-examination, discussed
in later paragraphs.
However, Mr Bellamy accepted his work history as outlined above in his oral
evidence.
- Mr
Bellamy’s evidence was that he commenced work at Drills in March 2004 as a
floor salesman. He ceased full-time work at Drills
in February 2005. He
continued to work on a part-time basis until March 2006, after which he
commenced part-time employment as a
carpet estimator/salesman at Simon. Mr
Bellamy ceased work at Simon in January 2007. This was Mr Bellamy’s last
paid employment.
- Mr
Bellamy also gave evidence of undertaking a National Industry Extension Service
(NIES) course. He said the course entailed preparing
a business plan that can
start off a business. Mr Bellamy said that he completed the course and, with
help from his daughter, submitted
a business plan for the Belle Ami business.
When asked if she assisted her father with the business plan submitted for the
course
Ms S Bellamy said Not so much with putting together the
business plan, although we had discussed it because he’d asked for my help
with the technical
side of what he was looking at providing. (Transcript
page 78). As a result of his completing the course satisfactorily,
Mr Bellamy received a NIES supplement of about
$7,000 or $8,000 and was
guaranteed twelve months of unemployment benefits which were not means-tested.
- In
1998 Mr Bellamy undertook a Netware Administration course at Northern
Metropolitan College, designed to teach students how to set
up computer systems
within a business. Mr Bellamy said Unfortunately, I failed miserably. It
was all the old - before Windows was introduced and I just didn’t pass it
(Transcript page 17).
- Mr
Bellamy also completed two years of a four-year Nautical and Wireless Telegraphy
College course, designed to train officers as
radio operators for the Merchant
Navy. Mr Bellamy said that the course did not contribute to typing skills as it
taught Morse code.
In addition, Mr Bellamy has commenced an Associate Diploma
course in Business Marketing and Advanced Sales Management at the Northern
Metropolitan College of TAFE, Preston.
- When
asked about the skills and attributes listed on his resume Mr Bellamy responded
as follows (in italics) (Transcript pages 30-32):
- Great customer
service attributes – That’s true.
- Vast experience
in the retail industry – True.
- Conducted
business in both Australia and overseas – True.
- Excel in both
team and autonomous roles – I’ve worked in both, yes.
- React quickly
and positively to changing situations and circumstances – Which you
have to do as a salesperson, yes.
- (Possess) High
professional standards – I’d like to think so, yes.
- Developed
exceptional marketing skills at all levels – ...I’ve got
marketing skills, I will not call them exceptional.
- Demonstrated
excellent communication skills, both written and verbal – ...Yes, I can
read and write ... I can talk.
- Recognised for
my ability to train, supervise and motivate others - ...I suppose, when
you’re out selling and you’ve got somebody with you, you are
training them without knowing you’re
training them. Supervisory skills,
yes, I suppose I’ve supervised my daughter. And I can motivate
people.
- Possess
excellent organisational skills, including management skills and the ability to
set priorities – I wouldn’t say I’ve got management skills
... yes, I can set priorities ... I’ve got organisational skills,
I’ve
been able to organise myself.
- Demonstrated the
ability to build and maintain excellent rapport and ongoing relationships with
management, colleagues and clients
– Yes.
- Have
successfully developed two businesses from a zero base to having a large account
and product base – That is true. I developed them but they
weren’t successful ... La Signorina ... selling to Myers ... that makes it
a large account
base because they’ve so many stores. ... Same with David
Jones and a number of other boutiques, that had more than one shop.
- I am computer
literate with strong working knowledge of Microsoft Windows 98 and 2000, Word,
Excel, Access, Macromedia Development
Suite (resume specifies UltraDev 4,
Fireworks 4, Flash 5) and other applications - I’ve got working
knowledge of them, yes ... (Strong working knowledge) ... Right.
- Referring
to Belle Ami, Mr Bellamy said in his written statement dated 27 March 2009
(Exhibit A2):
My daughter, Seona, was near the end of her Secondary Schooling at the time
that I ceased work with Allen Calendars. She was demonstrating
aptitude in the
area of IT ... between us we agreed to set up a web design business. She agreed
to undertake the coding of the websites
and my role was a sales one to potential
customers. I would effectively obtain a brief from a customer and then Seona
would code
the site.... I was the proprietor of the business. ... The main part
of my duties at Belle Ami was sales work (ie. trying to find
new customers). I
did not have the skills to set up a website for a new customer.
Mr Bellamy confirmed this statement in his oral
evidence.
- Mr
Bellamy’s resume describes Belle Ami as:
A small business providing web design services to other small businesses,
along with virtual server services. Maintenance contracts
are also handled,
both for the updating of existing pages and the regular submission of a site to
major search engines.
This business has allowed me to make use of and develop my skills in coding
HTML and creating web graphics (buttons, banners, etc).
The use of third-party
software such as Macromedia’s Dreamweaver, Fireworks and Flash has enabled
me to also provide pages
coded in ASP along with quality animations and
graphical elements.
- In
his oral evidence, Mr Bellamy said that this description of his capabilities was
not true. He said that he learnt to use Macromedia Dreamweaver to ... enable
me to maintain the web pages that my daughter developed (Transcript page
33). Mr Bellamy stated that his function was to find out what businesses
wanted and offer them a service.
He then presented to them what his daughter
had designed. Mr Bellamy stated that he had not, at any time, designed a
web page
himself. He said that his daughter designed the web pages in such a
way that he could maintain them.
- Mr
Bellamy gave evidence that he was the Managing Director of La Signorina for
seven years and was responsible for the general running
of the business. He
agreed that his duties involved ordering and distribution, buying and selling,
but said that he had an accountant
to manage the accounts and a bookkeeper who
kept the books. He said that his partner in the business was the financier and
kept
an eye on the company’s finances. He said We imported ladies
hosiery and it was my job to seek the product from overseas and it was my job to
sell the product into the retail
market. I had a partner, we had an accountant
and we have a - had a secretary. They ran the office side of things. I ran the
sales
side of things (Transcript page 15). Mr Bellamy said that the
business was liquidated after seven years because of an inability to obtain
credit.
- Ms
Bellamy gave evidence about Belle Ami. She said that it was her job to design
the web pages and that her father would find the
clients, interview them and
collect their requirements.
- Dr
Horsley recorded in her report dated 26 November 2008 (Exhibit R1)
that:
He stated that he has a natural aptitude with computers. He get [sic] around
the Internet and Email. He is a two finger typist.
He has some basic skills in
the area of Word, and Excel.
- After
reading the Mr Bellamy’s resume, in her oral evidence Dr Horsley
said:
... clearly, his computer based skills were greater than I had been given the
impression, and therefore, his opportunities for redeployment
were certainly
improved. And also the fact that he had successfully built two businesses from a
zero base to a large account and
product base according to his resume also meant
that he clearly had other skills in terms of marketing and administration
(Transcript
page 94).
- Dr
Horsley also stated that Mr Bellamy clearly had a capacity to work in a customer
service role which involved some data entry.
- In
his submissions Mr Larkin referred the Tribunal to section 28 of the Act, which
provides:
In determining, for the purposes of paragraph 23(1)(b) or 24(1)(b), whether a
veteran ... is incapable of undertaking remunerative
work ... the Commission
shall have regard to the following matters
only:
(a) the vocational, trade and professional skills, qualifications and
experience of the veteran;
(b) the kinds of remunerative work which a person with the skills,
qualifications and experience referred to in paragraph (a) might
reasonably
undertake; and
(c) the degree to which the physical or mental impairment of the veteran as a
result of the injury ... has reduced his or her capacity
to undertake the kinds
of remunerative work referred to in paragraph (b).
- Mr
Larkin then referred the Tribunal to the decision of the Full Court of the
Federal Court in Chambers v Repatriation Commission [1995] FCA 1144; (1995) 36 ALD 207,
where the court defined the terms skills, qualifications and
vocational:
(skills means) “practical knowledge in combination with ability”
or “the ability that comes from knowledge, practice,
aptitude to do
something well.” A person’s skills were not confined to those
acquired in formal training or by virtue
of experience in particular employment.
They included innate aptitude for tasks...
(qualifications means) a quality or accomplishment which qualified or fitted
a person for some office or function....
(vocational means) “of or pertaining to a vocation or
occupation.”...
- Mr
Larkin submitted that Mr Bellamy’s vocational and professional skills,
qualifications, and experience were almost entirely
in sales, closely associated
with some aptitude for computers. Mr Larkin pointed out that Mr Bellamy
said repeatedly, in his
evidence-in-chief and when cross-examined, that he did
not have the capacity to work in IT.
- Mr
Larkin referred also referred the Tribunal to the unreported Federal Court
decision of Repatriation Commission v Buckingham (7 February 1996), in
which the Federal Court considered what kinds of remunerative work was
reasonably available to the veteran.
Ryan J said:
Rather, it appears that the Tribunal used the phrase as part of its
consideration of the kinds of remunerative work which a person
of Mr
Buckingham’s skills, qualifications, and experience might reasonably
undertake, as required by s. 28(b). That consideration
(of what he might
reasonably undertake) cannot be undertaken in a vacuum. In order to decide what
kinds of remunerative work the
postulated hypothetical person might reasonably
undertake, the Tribunal has to ask itself what kinds of remunerative work are
reasonably
available to a person in the position
hypothesised.
- Mr
Larkin went on to submit that Mr Bellamy has skills and abilities in sales and
he has some knowledge in computers but not enough
to be employed in that area.
He contended that the only work that Mr Bellamy might reasonably undertake is
that of a salesman and
not computer work in a sedentary occupation.
- Ms
McCulloch submitted that the test on this issue is not whether Mr Bellamy could
work in IT. The test is whether he has transferable skills to obtain
employment in other than sales. Ms McCulloch contended that Mr Bellamy was
more than just a salesman.
- Ms
McCulloch submitted that by operating his own Paint and Wallpaper shops Mr
Bellamy had experience in managing a retail store, managing
people, and managing
stock, orders and sales. Ms McCulloch contended that by running his cane
furniture and pottery importing and
exporting business Mr Bellamy acquired
considerable administrative skills in dealing with Customs, at import and
export, and ordering,
managing, housing and on selling product. Ms McCulloch
contended that Mr Bellamy utilised his skills from importing and exporting
furniture and pottery while at McMahons International Foods, selling product to
markets in Europe, the Middle East and South-East
Asia. Ms McCulloch also
submitted that Mr Bellamy acquired business experience from his role as Managing
Director of La Signorina.
- Ms
McCulloch submitted further that Mr Bellamy’s ability to use Word 1998,
Word 2000, Access, Excel, Macromedia Dreamweaver
and the associated programs is
indicative of considerable skills in the use of computers. She said that these
computer skills, combined
with his administrative skills in importing and
exporting would enable Mr Bellamy to work in an administrative capacity.
- After
considering all of the material before me, I am satisfied that Mr Bellamy does
in fact have a wide variety of skills, qualifications
and experience. His
skills as a salesman are obvious from his own evidence and supported by his
record of successful work in a number
of businesses. I also accept that he has
administrative skills acquired and exercised in his years of employment in the
retail industry,
as a manager of a paint store and from running his own
importing and exporting businesses. I also accept that he has acquired a
reasonable level of business skills from running his cane furniture and pottery
business, from managing his paint store and from
his seven years as Managing
Director of La Signorina. I note Mr Bellamy’s evidence that La Signorina
was not a successful
business. The evidence is, however, that the business was
deliberately closed down because the financial partner did not pursue
the
additional finance needed for an expanding market. It was not closed because of
any shortcomings in Mr Bellamy’s business
or marketing skills.
- I
note Mr Bellamy’s successful completion of the NIES course, which resulted
in the receipt of allowance benefits. I accept
Mr Bellamy’s evidence that
he failed the Netware Administration Course.
- I
consider that Mr Bellamy has had a wide variety of experience in importing and
exporting products, managing businesses, and in performing
the duties of a
company director, in addition to his experience as a salesman. I accept also
that the management of a retail outlet
necessarily involved staff supervision,
adding to Mr Bellamy’s experience in managing people. I note Mr
Bellamy’s
experience as a taxi driver and chauffer but consider that to be
short term employment in between his main career activities in sales-
related
businesses.
- I
accept Mr Larkin’s contention that Mr Bellamy does not have sufficient
skills to be employed in the IT industry. On the other hand, Mr Bellamy
clearly possesses skills and capability in the use of a range of commonly-used
software
products. While not sufficient to work in the IT industry, Mr
Bellamy’s computer skills would be a useful adjunct for any administrative
work and would not act as a constraint
in obtaining employment in areas outside
the IT industry. As an example, I accept Dr Horsley’s opinion
that Mr Bellamy would have the capacity to work in a customer
service role
involving some data entry.
- As
a result of these considerations, I find that Mr Bellamy has sufficient
skills, qualifications, and experience to undertake a wide variety of
employment opportunities and that he is not limited to employment as a salesman.
I am also satisfied
that the variety of opportunities, particularly in business
management and administration, is such that Mr Bellamy would not be constrained
to employment requiring him to spend much time on his feet. I am further
satisfied that employment in management and administration
is typically a mix of
sedentary duties, interspersed with movement around an office for a range of
purposes.
- I
am satisfied that Mr Bellamy’s remunerative work is employment involving
management and administration in a sales or marketing
organisation in a
predominantly office environment.
IS THE VETERAN PREVENTED BY
HIS WAR-CAUSED INJURIES FROM CONTINUING THAT WORK?
- The
second Flentjar question requires the Tribunal to determine whether
Mr Bellamy’s war-caused injuries prevent him from continuing his
remunerative
work. Mr Bellamy’s suffers from a number of medical
conditions which have been accepted as war-caused. The war-caused condition
relevant to this case is plantar fasciitis.
- In
his written statement dated 23 April 2008 (Exhibit A1) Mr Bellamy
said:
I was employed by JB Drill as a floor sales person ... until February 2005
... My plantar fasciitis was becoming increasingly troublesome
so that I was
suffering constant pain in both feet. My duties as a sales person required me
to be on my feet ... such duties were
aggravating my foot pain. ... I came to
suffer extreme pain in the feet so that I could no longer cope with my duties at
work. I
discussed the problem with Mr Walker and Dr Walsh and both suggested
that it was in the best interests of my health to cease work.
Accordingly, in
January 2005 I gave notice of termination and ceased work in February 2005. ...
approximately 3 weeks after ceasing
work, my former boss, Barry Drill, offered
me a part time position ... 1 day per week for a total of 8.5 hours. I
undertook those
duties for approximately 12 months. I was still suffering
painful symptoms in both feet ... For practical reasons it was not possible
to
sit down for any adequate length of time whilst at work with Drill. I was not
coping with my duties because of the worsening
symptoms in my feet ... The
position at AAA Simon Carpets was initially for 8 hours work on 1 day in the
week. I thought that I
would be better able to cope with the duties at AAA
Simon Carpets because the duties as an estimator would allow me to sit down.
...
After about 2 to 3 months work at AAA Simon Carpets I found that I was not
coping. Whilst I was able to sit down for longer
periods ... and the amount of
heavy lifting was significantly less that at Drills, the symptoms in my feet
nonetheless continued
to worsen. ... By March (changed to December when giving
his oral evidence) 2006 I was simply unable to cope with my duties with
AAA
Simon Carpets further because of the symptoms in my feet. Dr Walsh advised me
to cease work. ... I took Dr. Walsh’s advice
and ceased work on 19 January
2007. The only reason for ceasing work was because I simply could not cope any
longer from the symptoms
from the plantar fasciitis. I have not worked since
....
Mr Bellamy confirmed these statements in his oral
evidence.
- In
Exhibit A2 Mr Bellamy describes his employment as a taxi driver and chauffer.
He stated I do not believe that I could continue to undertake driving duties
because of the pain in my feet. In his oral evidence Mr Bellamy said that
he can only drive for short distances. He said If I am behind the wheel for
any extended periods, I have to stop, get out and stretch. ... (and when
asked where the pain was) Primarily in my heel and my instep (Transcript
page 22).
- Mr
Bellamy also gave evidence that he could not walk for more than 100 metres
without stopping to have a rest because his feet
got very sore. He told
Dr Horsley that he had a sitting tolerance of 45 minutes, after which he
needs to get up and stretch himself and get the feet sort of warmed up
again... (Transcript page 22). When asked what his working life would
be without plantar fasciitis, Mr Bellamy said that he would
still be
selling.
- Mr
Bellamy agreed that at the time of his retirement he was playing lawn bowls.
His evidence was that it did not involve squatting
but a bending of the knee and
that there was nothing wrong with his knees.
- In
his clinical notes (Exhibit R3) Dr Walsh records an entry on 9 January 2007 that
shows ... not working ... of feet ... says he can’t go on – but
needs 70% to get TPI see JR. There are no other entries relating to the
impact of Mr Bellamy’s plantar fasciitis on the continuation or cessation
of his
work.
- Mr
Rush, an orthopaedic surgeon who examined Mr Bellamy, provided his opinions in a
letter dated 4 May 2007, addressed to Mr Finnerty,
an advocate acting for Mr
Bellamy (Exhibit R4, pages 24-27). Mr Rush said that Mr Bellamy is
significantly disabled and is now unfit for work that involves any walking or
prolonged standing and I believe this situation is permanent.
It is his
bilateral foot pain that has caused him to cease work. This opinion is
formed in the context of Mr Bellamy’s work history which Mr Rush describes
as:
... eight and a half hours per week on a part-time casual basis as a
salesperson selling carpets but he was on the floor all the
time and found it
quite difficult. He was then offered a position as an estimator for a carpet
retail outlet which was a little
easier as he was not on the floor all day long
but he still had problems as his work involved a lot of squatting, measuring and
going
up and down stairs...
- In
her report dated 26 November 2008 (Exhibit R1) Dr Horsley states He clearly
ceased work on the basis of his Bilateral Plantar Fasciitis. This condition
does impact upon his capacity to work as a
sales person in a role that involves
prolonged standing and walking, however it has little impact on his capacity to
work in a more
sedentary role. Dr Horsley’s oral evidence was that Mr
Bellamy ... didn’t have the capacity to work in his original sales
role, which involves standing, walking, and demonstrating, either
greater than
eight hours or greater than 20 hours. However, I thought in sedentary work, he
did have the capacity to work greater
than eight hours and greater than 20
hours (Transcript page 94). Dr Horsley accepted Mr Bellamy’s
history that the pain in his feet limited his walking tolerance
to 50 to
100 metres, his static standing limit to five to ten minutes and his
sitting tolerance to about 45 minutes. When
asked if Mr Bellamy would have
any limitations on his capacity to work in a customer service role Dr Horsley
said Seated work – I don’t think there is any limitation, no
(Transcript page 101).
- In
his evidence Mr Westh, an orthopaedic surgeon, agreed with Dr Horsley’s
opinion that Mr Bellamy ceased work because of his
plantar fasciitis and that
the condition impacted upon his work as a salesman in a role involving prolonged
standing and walking.
Mr Westh said that Mr Bellamy had told him that he could
only sit at a computer for 45 minutes because of the aching in his feet.
Mr
Westh was asked whether his opinion, that Mr Bellamy was incapable of working,
was based on Mr Bellamy’s employment as
a salesman standing on his feet
selling carpets. Mr Westh responded Yes, I am saying that he has got a
chronic foot condition which would prevent him from doing that work he had
previously performed... (Transcript page 108). When asked about Mr
Bellamy’s ability to undertake more sedentary work, Mr Westh said that it
was reasonable
to assume that his foot condition would restrict him as he could
not sit for more than 45 minutes at a time. Mr Westh said also
Well if he
hadn’t told me that he couldn’t sit for 45 minutes I would have said
that he could work ... more than eight
up to... 20 (Because he can’t
sit for more than 45 minutes?) That’s - then I have dropped back more
on the eight rather than the 20 (Transcript pages 110-111).
- Mr
Larkin submitted that Mr Bellamy’s problems with his feet manifested from
2002 onwards. When Mr Bellamy could no longer
work as a driver he went back to
selling and worked for a carpet company. Mr Larkin submitted that
Mr Bellamy resigned from
full-time work because of the problems with his
feet and that even eight hours of part-time work over a three-day period became
too
much for Mr Bellamy. Mr Larkin submitted that Dr Horsley and Mr Westh
agreed that Mr Bellamy’s plantar fasciitis
prevented him from working
in his previous role as a salesman. Mr Larkin also submitted that Mr Westh gave
his opinion that Mr Bellamy
does not have the capacity to work more than eight
hours because he can only sit for 45 minutes. Mr Larkin contended that Mr
Bellamy
has significant impediments to going to work, including the pain in his
feet which does not stop, his inability to walk no more than
50 to 100 metres
without taking a rest and his difficulty with driving a car. Mr Larkin
submitted that Mr Bellamy is clearly physically
handicapped and cannot work in
any sales job for more than eight hours and can- not work in a part-time
sedentary position for more
than eight hours.
- Mr
Larkin submitted that Mr Bellamy and Ms Bellamy gave evidence that
Mr Bellamy does not have the knowledge or ability to get
a job in
computers. Mr Larkin contended that while Mr Bellamy has some knowledge in
computers it has not been put to the test
and he does not have enough knowledge
to be employed in that area. He submitted that the only work Mr Bellamy might
reasonably undertake
is that of a salesman; and not computer work in a sedentary
occupation, the sort of work suggested by Dr Horsley.
- Ms
McCulloch submitted that Mr Bellamy moved from full-time work to casual
employment for eight and half hours a week as soon as he
was granted a service
pension. Ms McCulloch contended that Dr Walsh did not advise Mr Bellamy to
leave work and that Dr Walsh recorded
only that Mr Bellamy had left work because
of his feet. Ms McCulloch submitted that the applicant did not resign
because of his feet based on medical advice. He resigned as a consequence of
the acceptance of the plantar
fasciitis and this fact that he had reached 70 per
cent to enable him to get all the whole of 24(1)(a) (Transcript page 139).
- Ms
McCulloch referred to the evidence of Mr Bellamy that he commenced bowling when
he moved to Hurstbridge in his retirement and was
still bowling in 2008. Ms
McCulloch contended that this goes against everything Mr Bellamy has been saying
about his symptomatology
as bowling involves standing, walking and bending.
- Ms
McCulloch referred to the transcript of the hearing at the VRB (Exhibit R5) on
page 16 of which,, Mr Bellamy is recorded as saying
Well, if I sit down for
too long my back hurts and starts playing up ... I don’t think I could
cope just sitting in one position
all day. Ms McCulloch contended that this
is clearly not true, as Mr Bellamy successfully operated Belle Ami sitting at a
computer.
CONSIDERATION OF THE EVIDENCE
- In
considering the evidence from Mr Bellamy and the submissions made on his behalf,
I note that it refers principally to only two
employment scenarios, his work as
a retail salesman and the possibility of sedentary work in computing. The
evidence from Dr Horsley
and Mr Westh is clear that Mr Bellamy’s plantar
fasciitis prevents him from working more than eight hours per week as a retail
salesman and I accept that evidence. I also accept the evidence that Mr
Bellamy’s computer skills are not sufficient to enable
him to secure
employment in computing. The relevant issue, however, is whether Mr
Bellamy’s war-caused plantar fasciitis prevents
him from continuing his
remunerative employment.
- In
this case I have already found that Mr Bellamy’s remunerative employment,
based on his skills, qualifications and experience,
is employment involving
management and administration in a sales or marketing organisation in a
predominantly office environment.
Mr Bellamy and Mr Westh gave evidence, which
I accept, that Mr Bellamy cannot sit for longer than 45 minutes without getting
up
to stretch his feet and relieve the pain. There is no evidence that
employment in a predominantly office environment prevents one
from standing up
and stretching after 45 minutes. Indeed, I accept as common knowledge that a
normal office environment provides
ample opportunities to sit, stand, and move
around periodically as required.
- Mr
Bellamy gave evidence of his inability to walk more than 50 to 100 metres
without pause. Mr Rush also opined that Mr Bellamy is
unfit for work that
involves any walking or prolonged standing. Dr Horsley accepted Mr
Bellamy’s history that the pain in
his feet limited his walking tolerance
to 50 to 100 metres, his static standing limit to five to ten minutes and his
sitting tolerance
to about 45 minutes. Nevertheless, Dr Horsley gave her
opinion that there was no limitation to Mr Bellamy undertaking seated work.
- Ms
McCulloch’s contention that Mr Bellamy gave up work essentially to meet
the requirements of his service pension was refuted
by Mr Bellamy. I see no
need to find on this issue. Nor do I see a need to find on the inference that,
because Mr Bellamy
was playing bowls, the condition of his feet was not
sufficient to prevent him from continuing employment. That inference was not
supported by the medical evidence.
- After
considering all the evidence available to me, I am satisfied that
Mr Bellamy is not prevented by his war-caused injury
of plantar fasciitis
from continuing his remunerative employment. I find accordingly. This finding
precludes Mr Bellamy’s
situation from meeting the requirements of the
second Flentjar question. Specifically, the finding precludes Mr
Bellamy’s situation from satisfying the provisions of section 24(1)(b) of
the Act, in that his war-caused disability is not of such a nature as to render,
by itself, Mr Bellamy incapable of undertaking remunerative
work for periods
aggregating more than 8 hours per week.
- As
section 24(1)(b) is not satisfied, the provisions of section 24(1)(c) cannot be
satisfied and the provisions of section 24(2) do
not come into effect. Mr
Bellamy does not meet the provisions of section 24 of the Act. Therefore, Mr
Bellamy is not entitled to
payment of his pension at the Special Rate. As the
relevant requirements for an Intermediate Rate of pension, set out in section
23
of the Act, are identical to those for the Special Rate, Mr Bellamy is also not
entitled to payment of his pension at the Intermediate
Rate.
DECISION
- The
decision under review is affirmed.
I certify that the sixty-five
[65] preceding paragraphs are a true copy of the reasons for the decision herein
of
Brigadier C Ermert (Retd), Member
Signed:...Dianne Eva
Clerk
Dates of Hearing: 22 June 2009 and 11 August 2009
Date of Decision: 27 August 2009
Counsel for the applicant: Mr Andrew Larkin
Solicitor for the applicant: Williams Winter
Representative for the respondent: Ms Jean McCulloch, Advocacy Section,
Department of Veterans’ Affairs
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