Aguilar v. Kijakazi

CourtDistrict Court, E.D. Wisconsin
DecidedJuly 13, 2021
Docket1:20-cv-01013
StatusUnknown

This text of Aguilar v. Kijakazi (Aguilar v. Kijakazi) is published on Counsel Stack Legal Research, covering District Court, E.D. Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Aguilar v. Kijakazi, (E.D. Wis. 2021).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF WISCONSIN

PENNY S. AGUILAR,

Plaintiff,

v. Case No. 20-CV-1013-SCD

ANDREW M. SAUL, Commissioner of Social Security,

Defendant.

DECISION AND ORDER

Penny S. Aguilar seeks social security disability benefits based on a bad back and knees, which allegedly cause difficulty sitting and standing for long periods of time, as well as mental impairments that allegedly cause concentration issues. Following a hearing, an administrative law judge determined that Aguilar was not disabled because she could still perform her past jobs as an accounting clerk and a payroll clerk. Aguilar now seeks judicial review of that decision, arguing that the ALJ failed to properly evaluate the medical opinion evidence in the record, the severity of and functional limitations stemming from her mental impairments, and her subjective reports of disabling symptoms. I agree that the ALJ committed reversible error in not addressing certain medical opinion evidence contrary to the ALJ’s conclusion that Aguilar retained the ability to perform her past jobs. Accordingly, I will reverse the decision denying Aguilar disability benefits and remand the matter for further proceedings BACKGROUND Aguilar filed this action on July 7, 2020, seeking judicial review of the final decision of the Commissioner of the Social Security Administration denying her claim for disability insurance benefits under the Social Security Act, 42 U.S.C. § 405(g). See ECF No. 1. The matter was randomly assigned to me, and all parties subsequently consented to magistrate- judge jurisdiction under 28 U.S.C. § 636(c) and Fed. R. Civ. P. 73(b). See ECF Nos. 3, 6. It is now fully briefed and ready for disposition. See ECF Nos. 17, 24, 27.

I. Procedural History Aguilar applied for social security disability benefits in September 2018, alleging that she became disabled on October 6, 2017, when she was fifty-six years old. R. 19, 181–82.1 Aguilar asserted that she was unable to work due to the following medical conditions: patellofemoral pain syndrome and laxity in the right knee, degenerative disc disease of the lumbar spine, post-traumatic stress disorder, depression, anxiety, residuals of left third metatarsal fracture, and pain syndrome in the left knee. R. 203. In her function report, Aguilar stated that her knees and lower back hurt constantly, whether standing or sitting, and that she had trouble being around other people and trusting people due to her PTSD. R. 214. She

further stated that she helped take care of her elderly mother, was able to perform her personal care, prepared simple meals, did some house and yard work (like cleaning, laundry, repairs, and mowing), could drive, shopped in stores, was able to manage her own finances, enjoyed painting with beads and making jellies and jams, and socialized with others. R. 215–19. Aguilar reported that her impairments caused difficulties lifting, squatting, bending, standing, reaching, walking, sitting, kneeling, climbing stairs, remembering, and concentrating. R. 219. She indicated that she could sit, stand, and walk, respectively, for only thirty minutes each day. R. 221.

1 The transcript is filed on the docket at ECF No. 13-2 to ECF No. 13-25.

2 Aguilar’s application was first reviewed at the state-agency level by the Wisconsin Disability Determination Bureau. See R. 75–107. At the initial level of review, William Fowler, MD, the state-agency physician charged with reviewing the medical evidence of record, opined that Aguilar retained the ability to perform sedentary work.2 R. 85–86. Based

on his review of the record, state-agency psychologist Frank Orosz, Ph.D., opined that Aguilar’s mental health impairments did not significantly limit her mental ability to do basic work activities. R. 82–83. Dr. Orosz further opined that Aguilar’s mental health impairments were not presumptively disabling because she did not have an extreme limitation of one, or a marked limitation of two, of the four areas of mental functioning a person uses in a work setting (known in social security lexicon as the “paragraph B” criteria): understanding, remembering, or applying information; interacting with others; concentrating, persisting, or maintaining pace; and adapting or managing oneself. Id. Based on those findings, the state agency determined that Aguilar was not disabled and denied her application. See R. 67–84.

The Wisconsin Disability Determination Bureau also denied Aguilar’s application after she requested reconsideration. See R. 91–107. Like the state-agency physician at the initial level of review, the state-agency physician at the reconsideration level, Ricardo Ramirez, MD, opined that Aguilar retained the ability to perform sedentary work. R. 101– 04. However, Dr. Ramirez believed that Aguilar also had certain postural and environment limitations, including that she could only occasionally stoop, kneel, crouch, crawl, and climb ramps, stairs, ladders, ropes, and scaffolds; she could engage in frequent balancing; and she

2 “Sedentary work involves lifting no more than 10 pounds at a time and occasionally lifting or carrying articles like docket files, ledgers, and small tools. Although a sedentary job is defined as one which involves sitting, a certain amount of walking and standing is often necessary in carrying out job duties. Jobs are sedentary if walking and standing are required occasionally and other sedentary criteria are met.” 20 C.F.R. § 404.1567(a). 3 should avoid even moderate exposure to hazards like machinery and heights.3 R. 101–04. The state-agency psychologist at the reconsideration level, Stephen Kleinman, MD, agreed with Dr. Orosz’s opinion that Aguilar’s mental impairments were not severe or presumptively disabling. See R. 98–100.

After the Commissioner denied her application at the state-agency level, Aguilar (along with her attorney) appeared via video for a hearing before ALJ Timothy J. Malloy on December 17, 2019, at which Aguilar and a vocational expert testified. See R. 39–74. Aguilar testified that she obtained a bachelor’s degree from the University of Wisconsin-Green Bay in 2016 and that she also had an associate degree in business and accounting. R. 45–46. As for her work background, she was in the Marine Corps for about fifteen years, achieving the rank of a staff sergeant. R. 49–50. After the Gulf War, she accepted the government’s early- separation incentive and left the Marines. Id. More recently, Aguilar worked as a financial specialist for the University of Wisconsin System, first at UW-Green Bay and later at UW-

Marinette. R. 46–49. She lost that position in 2016 due to downsizing. R. 46–47. Aguilar testified that she last worked for the Crivitz School District, performing accounting work part- time. R. 49. At the time of the hearing, she was supporting herself with pension benefits from the Department of Veterans Affairs and the Wisconsin Retirement Fund. R. 47, 50–51. Aguilar testified that she could no longer work due to difficulty sitting and standing for prolonged periods of time. R. 52–53. She started using a cane at some point prior to September 2018 and took it with whenever she needed to walk a lot, like grocery shopping.

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