Adams v. Commissioner of Social Security

District Court, S.D. Ohio·Decided February 11, 2025·No. 3:24-cv-00232·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF OHIO WESTERN DIVISION AT DAYTON

JESSICA A.,

Plaintiff, v. Civil Action 3:24-cv-00232 Judge Thomas M. Rose Magistrate Judge Kimberly A. Jolson

COMMISSIONER OF SOCIAL SECURITY,

Defendant.

REPORT AND RECOMMENDATION Plaintiff Jessica A. brings this action under 42 U.S.C. § 405(g) seeking review of a final decision of the Commissioner of Social Security (“Commissioner”) denying her applications for Disability Insurance Benefits (“DIB”) and Supplemental Security Income (“SSI”). For the following reasons, it is RECOMMENDED that the Court OVERRULE Plaintiff’s Statement of Errors (Doc. 8) and AFFIRM the Commissioner’s decision. I. BACKGROUND Plaintiff filed her applications for DIB and SSI in September 2021, alleging that she was disabled beginning January 1, 2017, due to allergies, anxiety, asthma, insomnia, and migraines. (R. at 209–15, 216–22, 278). After her applications were denied initially and on reconsideration, Administrative Law Judge Nicholas J. Schwalbach (the “ALJ”) held a telephonic hearing on May 25, 2023. (R. at 39–83). Ultimately, the ALJ denied Plaintiff’s applications in a written decision on July 6, 2023. (R. at 15–38). The Appeals Council denied Plaintiff’s request for review, making the ALJ’s decision the final decision of the Commissioner. (R. at 1–6). Plaintiff filed the instant case seeking a review of the Commissioner’s decision on August 23, 2024. (Doc. 1). As required, the Commissioner filed the administrative record, and the matter has been fully briefed. (Docs. 7, 8, 9, 10). A. Relevant Hearing Testimony and Statements to the Agency The ALJ summarized Plaintiff’s testimony from the administrative hearing as follows:

[Plaintiff] alleged disability in part due to back problems. She reported her spinal condition with ongoing pain limits her to standing for fifteen minutes, walking for ten minutes, and sitting for thirty minutes at one time (Exhibit 4E, Hearing Testimony). She also indicated her pain causes her difficulty climbing stairs, using her hands, performing various postural movements, and sleeping (Id.).

(R. at 25–26).

Additionally, she reported to providers that she loves gardening, hiking, rock climbing, and being outside and is documented taking care of her personal needs, dressing, bathing, and grooming, caring for her pets, preparing at least simple meals, and completing a range of household chores, activities that suggest adequate daily functioning (Exhibits 4E, 4F).

(R. at 28).

B. Relevant Medical Evidence The ALJ summarized Plaintiff’s medical records and symptoms related to her mental health issues as follows: ***Between at least June 2018 and March 2019, treatment providers including Michael McVey, LPCC, LICDC, and Bonnie Silver, LPC, diagnosed [Plaintiff] with substance- and/or medication-induced bipolar and anxiety disorders, an acute stress disorder, and PTSD (see, for example, Exhibit 1F at 366, 368). In November 2019, Adam Shane, LPC, diagnosed [Plaintiff] with type-II bipolar disorder, obsessive/compulsive disorder, and PTSD with panic attacks (Exhibit 2F at 30). On multiple occasions between at least January 2020 and April 2021, treatment providers including Monica K. Mahajan, M.D., Jennifer Suffridge, N.P., and Wendy Halverson, LPC, diagnosed [Plaintiff] with a moderate manic episode of type-I bipolar disorder, generalized anxiety disorder, and PTSD (see, for example, Exhibits 2F at 38, 3F at 30, 26, 37). In October 2021, David P. Buck, M.D., assessed [Plaintiff] with a depressed episode of type-I bipolar disorder, anxiety, obsessive/compulsive disorder, and borderline personality disorder (Exhibit 5F at 7). Following a consultative psychological evaluation completed in July 2022 at the request of the Division of Disability Determination (DDD), Robert J. Kurzhals, Ph.D., diagnosed [Plaintiff] with bipolar disorder, an anxiety disorder, and, provisionally, with a personality disorder (Exhibit 6F at 5). On multiple occasions between at least October 2022 and May 2023, treatment providers including Dinah Callender, PMHNP, and Laura Little, LSW, diagnosed [Plaintiff] with a severe depressed episode of type-I bipolar disorder and PTSD (see, for example, Exhibits 7F at 48, 12F at 10).

[Plaintiff] used methamphetamine, cocaine, marijuana, and opiates regularly and sought minimal to no treatment for her mental health from her alleged onset date to November 2019 (Exhibits 1F, 2F, 7F). However, [Plaintiff] evidenced generally good overall functioning during treatment examinations despite her mental health conditions and history of substance abuse. Once starting medication and no longer abusing substances, [Plaintiff] consistently evidenced normal findings, such as normal speech, thought process, associations, judgment, insight, orientation, memory, attention/concentration, fund of knowledge, and affect during examinations from January through July 2020 (Exhibit 2F at 45-46, 63). [Plaintiff] continued to demonstrate normal findings at evaluations outside of an anxious mood and made gains with treatment through April 2021, when mental health services were terminated because she stopped coming for treatment (Exhibits 2F, 3F). [Plaintiff] indicated she was thrown off by a move to the suburbs, stopped taking lithium because of side effects, and then stopped going to groups (Exhibit 3F). [Plaintiff] attended one treatment in October 2021, where she reported mild anxiety and depression, with normal mental status examination findings (Exhibit 10F). [Plaintiff] subsequently had a large gap in treatment.

She was next seen at a consultative examination in July 2022 with Dr. Kurzhals. She reported taking no medications at the time of the examination and denied a history of hospitalization for her mental health (Exhibit 6F). However, despite the lack of treatment and medication for her conditions, she appeared adequately groomed, friendly and cooperative with the ability to understand and follow simple instructions (but some had to be repeated), low average to average intellect, full orientation, the ability to recall two out of three items after delay, identify similarities between words, and correctly solve most simple calculations despite appearing restless and fidgety with rapid and pressured speech, some deficits performing serial seven subtractions, below average concentration, and depression (Exhibit 6F).

In October 2022, [Plaintiff] restarted treatment and was placed on Wellbutrin, Lamictal, and Trazodone (Exhibit 7F). On examination that month, she appeared well-groomed and cooperative with normal eye contact, speech, thought content, and thought process, as well as euthymic mood, full affect, good insight, good judgment, and average intellect (Exhibit 11F at 13-14). She continued to evidence normal findings in December 2022 (Exhibit 11F at 31-32).

Subsequent examinations continued to show [Plaintiff] demonstrating mostly normal findings, as she was oriented times four with appropriate rapport, appearance, and grooming, coherent and appropriate speech, good insight and judgment, normal psychomotor activity, and good memory despite some mood, affect, and thought content/process deficits in the setting of minimal medication compliance (Exhibit 12F at 4-5, 16, 26-27, 38, 48-49, 59-60, 70-71, 81-82). ***

(R. at 26–27).

C. The ALJ’s Decision The ALJ found that Plaintiff meets the insured status requirement through September 30, 2017. (R. at 21). She has not engaged in substantial gainful activity since January 1, 2017, the alleged onset date. (Id.).

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Adams v. Commissioner of Social Security, (S.D. Ohio 2025).

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