Baltierra v. Commissioner of Social Security

CourtDistrict Court, N.D. Iowa
DecidedAugust 22, 2025
Docket3:24-cv-03036
StatusUnknown

This text of Baltierra v. Commissioner of Social Security (Baltierra v. Commissioner of Social Security) is published on Counsel Stack Legal Research, covering District Court, N.D. Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baltierra v. Commissioner of Social Security, (N.D. Iowa 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF IOWA CENTRAL DIVISION

THOMAS B.,1 Plaintiff, No. 24-CV-3036-CJW-KEM vs. REPORT AND RECOMMENDATION FRANK BISIGNANO,2 Commissioner of Social Security, Defendant. ____________________

Plaintiff Thomas B. seeks judicial review of a final decision of the Commissioner of Social Security denying his application for disability insurance (DI) benefits under Title II of the Social Security Act, 42 U.S.C. §§ 401-434. Plaintiff argues that the administrative law judge (ALJ) erred by failing to address medical opinions from just outside the relevant time period and previously evaluated by a prior ALJ decision; by rejecting an RFC limitation to one-to-two-step tasks, as supported by the medical opinions; and by failing to obtain evidence from Plaintiff’s former employer considered by the Department of Veterans Affairs (VA) in determining Plaintiff’s VA disability rating. Plaintiff also moves to remand for the consideration of new evidence. I recommend reversing the ALJ’s decision and denying the motion to remand as moot.

I. BACKGROUND Plaintiff graduated high school in 1988 with a grade point average of 1.67,

1 The Committee on Court Administration and Case Management of the Judicial Conference of the United States has recommended that, due to significant privacy concerns in social security cases, federal courts should refer to claimants only by their first names and last initials. 2 Frank Bisignano is substituted for his predecessor in accordance with Federal Rule of Civil Procedure 25(d). receiving mostly Ds in core subjects. AR 309. He enlisted in the Navy right out of high school and served for three and a half years during the Gulf War. AR 194. He served in the Army from 2005 to 2007 and reenlisted as a squad leader in February 2011. Id. While in Afghanistan, he was injured by a roadside bomb explosion in August 2011, effectively ending his service. Id.; AR 33, 266. Upon his return stateside, he worked as a laborer through 2013. AR 342. In December 2014, he began working as a host at a casino (Isle Casino), working there until April 2019, when he began working at a different casino (Diamond Jo Casino). Id.; see also AR 518. He quit in late September 2019 after giving two weeks’ notice, citing his “irritability with coworkers and customers, difficulty coping with high stress[,] . . . periodic panic attacks at work, and . . . concentration difficulties.” AR 46-47, 86, 518-19. He worked part time (two hours, three times a week) as a boxing fitness instructor at a gym from September to early March 2020, when the COVID-19 pandemic hit. AR 86, 268. In June 2019, Plaintiff filed a VA form noting he intended to request increased compensation. AR 195. The VA denied his request on November 8, 2019. Id. He moved for reconsideration, submitting new evidence that included recent treatment records and a new employment statement from Isle Casino. AR 196. In January 2020, the VA found Plaintiff entitled to individual unemployability benefits (and 70% disabled based on PTSD) effective September 30, 2019, when he last worked. AR 195-99. Plaintiff filed for DI disability benefits in November 2019 (he had previously filed for disability and been denied in fall 2013). AR 115. An ALJ ultimately denied his claim in December 2020 after a hearing, and the Appeals Council affirmed in March 2021. AR 79-93, 115. As part of the record, the ALJ considered an October 2019 consultative examination by psychologist Williams Stearns, PsyD, from Plaintiff’s request for VA benefits (AR 516-24) and a June 2020 opinion from Plaintiff’s treating therapist, Muriel Hess, LISW (AR 506-09). Dr. Stearns opined that Plaintiff was not impaired in the ability to “understand and follow instructions”; mildly impaired in the “ability to retain instructions as well as sustain concentration to perform simple tasks”; moderately impaired in his “ability to sustain concentration to task persistence and pace,” his ability to respond appropriately to changes in the work setting, and his ability to conform behavior and control impulses; and markedly impaired in “his ability to respond appropriately to coworkers, supervisors, or the general public. AR 523-24. In the December 2020 opinion, the ALJ found Dr. Stearns’s opinion “partially persuasive regarding some moderate limitations in functioning” but rejected that Plaintiff suffered marked limitations in social functioning. AR 87. The ALJ found “the treatment records did not reflect such significant limitations.” Id. The ALJ explained that Dr. Stearns observed normal findings on objective examination; and that recent therapy records noted improvement in PTSD symptoms, including anger issues, and reflected Plaintiff “was capable of interacting socially with friends, including attending a birthday party without any issues.” Id. Therapist Hess opined that Plaintiff suffered marked and extreme limitations in many categories of social interaction, adaption, and sustained concentration and persistence, including marked limitations in maintaining attention and concentration for extended periods. AR 507-09. She also opined that Plaintiff suffered moderate limitations in understanding, remembering, and carrying out detailed instructions, and mild limitations in understanding, remembering, and carrying out simple instructions; that he would miss work more than 50% of the time; and that his PTSD would interfere with his ability to work more than 20% of the time. Id. In the December 2020 opinion, the ALJ found Therapist Hess’s treatment notes did not support her opined extreme limitations, as Plaintiff had recently reached all therapy goals and reported decreased PTSD symptoms, and objective examinations revealed normal findings. AR 86-87. The ALJ also noted extreme limitations in functioning were inconsistent with Plaintiff’s activities of daily living reflected in both Therapist Hess’s treatment notes and function reports submitted by Plaintiff and his sister. Id. Plaintiff filed the current application for DI benefits in July 2023, alleging disability since February 2021 due to “service related PTSD, combat stress, anxiety, [and] depression,” as well as physical impairments. AR 115. The Social Security Administration denied Plaintiff’s request for benefits on initial review in November 2023 and on reconsideration in January 2024. AR 105-24. As part of those reviews, state agency medical consultants Mark Becker, PhD, and Beverly Westra, PhD, provided medical opinions on Plaintiff’s mental RFC. AR 109-11, 120-23. Plaintiff requested further review. The ALJ (not the same ALJ as previously) held a video hearing in June 2024, at which Plaintiff and a vocational expert (VE) testified. AR 27-28. The ALJ issued a written opinion on July 19, 2024, following the five-step process outlined in the regulations3 to determine whether Plaintiff was disabled during the relevant time period. AR 11-22. The ALJ found Plaintiff suffered from the severe mental impairments of PTSD and adjustment disorder (in addition to physical impairments). AR 13. To aid in steps four and five, the ALJ determined Plaintiff’s residual functional capacity (RFC),4 finding Plaintiff could perform light work with the following nonexertional limitations: He is limited to a moderate noise level environment. He can perform simple tasks with occasional changes in routine with occasional interaction with coworkers, supervisors, and the general public.

AR 16. The ALJ did not evaluate the persuasiveness of Dr. Stearns’s or Therapist Hess’s RFC opinions.

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Baltierra v. Commissioner of Social Security, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baltierra-v-commissioner-of-social-security-iand-2025.