Avery v. Heckler

584 F. Supp. 312, 1984 U.S. Dist. LEXIS 17662
CourtDistrict Court, D. Massachusetts
DecidedApril 12, 1984
DocketCiv. A. 82-3963-G
StatusPublished
Cited by9 cases

This text of 584 F. Supp. 312 (Avery v. Heckler) is published on Counsel Stack Legal Research, covering District Court, D. Massachusetts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Avery v. Heckler, 584 F. Supp. 312, 1984 U.S. Dist. LEXIS 17662 (D. Mass. 1984).

Opinion

MEMORANDUM OF DECISION

GARRITY, District Judge.

Plaintiffs, on their own behalf and on behalf of all others similarly situated, seek declaratory and injunctive relief against the Secretary of Health and Human Services (“the Secretary”) for allegedly terminating their disability benefits under Title II of the Social Security Act (“the Act”), 42 U.S.C. § 401 et seq., and Title XVI of the Act, 42 U.S.C. § 1381 et seq., in violation of the Act, the regulations promulgated thereunder, and the Fifth and Fourteenth Amendments to the United States Constitution. Plaintiffs challenge a number of the Secretary’s actions: her failure to adhere to the so-called “medical improvement” standard when terminating disability benefits; her use of a restrictive psychiatric standard for younger persons; and her failure to give adequate evidentiary weight to treating physicians’ opinions, other agencies’ disability determinations, and claimants’ complaints of pain. Plaintiffs assert jurisdiction for their claims under 28 U.S.C. § 1331 and 28 U.S.C. § 1361, as well as under the Act itself, 42 U.S.C. § 405(g) and 42 U.S.C. § 1383(c)(3). They have moved for class certification.

The Secretary opposes certification and has moved to dismiss the complaint primarily because the court lacks subject matter jurisdiction.

The Commonwealth of Massachusetts (“the Commonwealth”) and Elmer C. BarteM, Commissioner of the Massachusetts Rehabilitation Commission, 1 have moved to intervene under Fed.R.Civ.P. 24. The Secretary opposes intervention.

The court has heard oral argument on the following motions:

1) motion by the Commonwealth to intervene;
2) motion by the Secretary to dismiss for lack of jurisdiction; and
3) motion by the plaintiffs to certify the class.

I. Intervention

Regarding the motion to intervene, we conclude that the Commonwealth is entitled to intervene under Fed.R.Civ.P. 24(a)(2). Intervention of right under F.R. Civ.P. 24(a) need not be supported by an independent basis of jurisdiction. 3B Moore’s Federal Practice H 24.18. The Secretary’s jurisdictional arguments present difficult legal questions, but they are applicable to the main action, not to the intervention issue. There are three prerequisites to intervention under the rule:

(1) the applicant must claim an interest relating to the property or transaction which is the subject of the action;
(2) the applicant must be so situated that the disposition of the action may as a practical matter impair or impede his ability to protect that interest; and
(3) the applicant’s interest would not be adequately represented by existing parties.

In her opposition papers, the Secretary argues that the Commonwealth does not satisfy prerequisites (1) and (3), apparently conceding the point with respect to prerequisite (2).

The inadequate representation requirement is satisfied when an applicant shows that “representation of his interest ‘may be’ inadequate; and the burden of making that showing should be treated as minimal.” Trbovich v. United Mine Workers of America, 1972, 404 U.S. 528, 538 n. 10, 92 S.Ct. 630, 636 n. 10, 30 L.Ed.2d 686. In this case the Commonwealth has an interest in minimizing the number of people *316 on its public assistance rolls. The named .plaintiffs share that interest only to the extent that they eventually succeed in having their disability benefits reinstated. This coincidence of interests is too evanescent to guarantee the adequate representation of the Commonwealth’s interest. Should we determine that plaintiffs’ benefits were legally terminated, the plaintiffs’ interests and the Commonwealth’s interest would become adverse. Given the minimal showing required by the rule, the representation prerequisite is satisfied.

The “related interest” prerequisite presents a more substantial question. The “interest” required must be direct and substantive. United States v. Massachusetts Maritime Academy, D.Mass.1977, 76 F.R.D. 595, 597. We conclude that the Commonwealth possesses such an interest, a proprietary interest, to which we alluded above, in minimizing the number of terminated social security beneficiaries on its welfare rolls. See New York v. Heckler, E.D.N.Y.1984, 578 F.Supp. 1109 at 1119-1120. This case is readily distinguishable from Doe v. Heckler, D.Md.1983, 568 F. Supp. 681, because it challenges terminations under Title XVI (SSI) as well as under Title II (SSDI). As the court said in Doe, “SSI, but not [SSDI], replaced state-administered welfare programs providing the same coverage.” The legislative history of Title XVI evidences congressional intent to provide fiscal relief for state and local governments. 117 Cong.Rec. H. 21092 (June 2, 1971) (statement of Rep. Mills). Therefore, the Commonwealth’s proprietary interest satisfies the “zone of interests” test recently reaffirmed by the Supreme Court in Valley Forge Christian College v. Americans United for Separation of Church and State, Inc., 1982, 454 U.S. 464, 475,102 S.Ct. 752, 760, 70 L.Ed.2d 700. See New York v. Heckler, supra, 578 F.Supp. at 1120-1122. The fact that the number of challenged Title XVI terminations is small relative to the number of challenged Title II terminations does not preclude intervention. One of the few settled principles of the law of standing is that the magnitude of a party’s injury is irrelevant. United States v. SCRAP, 1972, 412 U.S. 669, 689 n. 14, 93 S.Ct. 2405, 2417 n. 14, 37 L.Ed.2d 254.

Citing Simon v. Eastern Ky. Welfare Rights Organization, 1976, 426 U.S. 26, 41-42, 96 S.Ct. 1917, 1925-1926, 48 L.Ed.2d 450, the Secretary argues that the Commonwealth has not demonstrated that its injury is fairly traceable to the Secretary’s allegedly illegal terminations.

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796 F.2d 1261 (Tenth Circuit, 1986)
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Bluebook (online)
584 F. Supp. 312, 1984 U.S. Dist. LEXIS 17662, Counsel Stack Legal Research, https://law.counselstack.com/opinion/avery-v-heckler-mad-1984.