Bertena L. v. Commissioner of Social Security

CourtDistrict Court, N.D. New York
DecidedMarch 17, 2026
Docket3:25-cv-00065
StatusUnknown

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

Bluebook
Bertena L. v. Commissioner of Social Security, (N.D.N.Y. 2026).

Opinion

UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF NEW YORK __________________________________________________________________ Bertena L.,1 Plaintiff, v. 3:25-CV-65 (MJK)

Commissioner of Social Security, Defendant. __________________________________________________________________ Peter A. Gorton, Esq., for Bertena L. Vernon Norwood, Special Asst. U.S. Attorney, for Defendant

Mitchell J. Katz, U.S. Magistrate Judge

MEMORANDUM-DECISION and ORDER Bertena L. brought this action under the Social Security Act (42 U.S.C. § 405(g)) seeking judicial review of the Social Security Commissioner’s final decision denying her application for benefits. (Dkt. 1). Bertena L. consented to the jurisdiction of a Magistrate Judge. (Dkt. 5). Both parties filed briefs (Dkts. 7, 8, 9), which the Court treats as

1 In accordance with guidance from the Committee on Court Administration and Case Management of the Judicial Conference of the United States, which was adopted by the Northern District of New York in June 2018 to better protect personal and medical information of non-governmental parties, this Memorandum- Decision and Order will identify the plaintiff using only his first name and last initial.

1 motions under Fed. R. Civ. P. 12(c), in accordance with General Order

18. I. PROCEDURAL HISTORY On June 10, 2022, Bertena L. filed an application for Disability

Insurance Benefits (“DIB”), alleging disability beginning on January 10, 2019 (T. 18).2 Her application was initially denied on September 23, 2022, and upon reconsideration on April 25, 2023. (Id.). On December

14, 2023, Administrative Law Judge (“ALJ”) Paul Goodale held a virtual hearing during which Bertena L. and Vocational Expert (“VE”) Francesco Fazzolari testified. (T. 37-95). On April 3, 2024, ALJ Goodale

issued a decision denying Bertena L. benefits. (T. 29). This became the agency’s final decision after the Appeals Council denied Bertena L.’s request for review. (T. 1-3).

II. GENERALLY APPLICABLE LAW A. Disability Standards To be considered disabled, a claimant seeking Title II benefits

must establish that they are “unable to engage in any substantial

2 All page references are to the Administrative Transcript (“T.”), and not the page numbers assigned by the CM/ECF pagination system. All other page references are to the numbers assigned by the CM/ECF pagination system. 2 gainful activity by reason of any medically determinable physical or

mental impairment which can be expected to result in death, or which has lasted or can be expected to last for a continuous period of not less than twelve months . . . .” 42 U.S.C. § 1382c(a)(3)(A). Additionally, the

claimant must show: physical or mental impairment or impairments [must be] of such severity that they are not only unable to do their previous work but cannot, considering their age, education, and work experience, engage in any other kind of substantial gainful work which exists in the national economy, regardless of whether such work exists in the immediate area in which they live, or whether a specific job vacancy exists for them, or whether they would be hired if they applied for work. 42 U.S.C. § 1382c(a)(3)(B) (cleaned up). The Commissioner uses a five-step process, set forth in 20 C.F.R. § 404.1520 (for DIB) to evaluate disability claims: First, the [Commissioner] considers whether the claimant is currently engaged in substantial gainful activity. If [they are] not, the [Commissioner] next considers whether the claimant has a “severe impairment” which significantly limits [their] physical or mental ability to do basic work activities. If the claimant suffers such an impairment, the third inquiry is whether, based solely on medical evidence, the claimant has an impairment which meets or equals the criteria of an impairment listed in Appendix 1 of the regulations. If the claimant has such an impairment, the [Commissioner] will consider [them] disabled without considering vocational factors such as age, education, and work experience . . . . Assuming the claimant does not have a listed impairment, the fourth inquiry is whether, despite the claimant’s severe 3 impairment, [they have] the residual functional capacity to perform [their] past work. Finally, if the claimant is unable to perform [their] past work, the [Commissioner] then determines whether there is other work which the claimant can perform.

Berry v. Schweiker, 675 F.2d 464, 467 (2d Cir. 1982) (per curiam); see also Rosa v. Callahan, 168 F.3d 72, 77 (2d Cir. 1999) (quoting Berry, 675 F.2d at 467). The claimant has the burden of establishing disability at the first four steps. Berry, 675 F.2d at 467. If the claimant establishes that their impairments prevent them from performing their past work, then the burden shifts to the Commissioner to prove the fifth and final step. Id.

B. Scope of Review When reviewing a final decision of the Commissioner, courts must determine whether the correct legal standards were applied and whether substantial evidence supported the decision. Id. at 417; see also

Brault v. Soc. Sec. Admin., Comm’r, 683 F.3d 443, 448 (2d Cir. 2012); 42 U.S.C. § 405(g). Substantial evidence is “such relevant evidence as a

reasonable mind might accept as adequate to support a conclusion.” Talavera v. Astrue, 697 F.3d 145, 151 (2d Cir. 2012). It is “more than a scintilla” of evidence scattered throughout the administrative record.

4 Id. But this standard is a very deferential standard of review “—even

more so than the ‘clearly erroneous standard.’” Brault, 683 F.3d at 448. “To determine on appeal whether an ALJ’s findings are supported by substantial evidence, reviewing courts consider the whole record,

examining the evidence from both sides, because an analysis of the substantiality of the evidence must also include that which detracts from its weight.” Williams ex rel. Williams v. Bowen, 859 F.2d 255, 258

(2d Cir. 1988). Even so, reviewing courts may not substitute their interpretation of the administrative record for that of the Commissioner if the record contains substantial support for the ALJ’s decision. Id.; see

also Rutherford v. Schweiker, 685 F.2d 60, 62 (2d Cir. 1982). ALJs need not explicitly analyze every piece of conflicting evidence in the record. See Mongeur v. Heckler, 722 F.2d 1033, 1040 (2d Cir. 1983);

see also Miles v. Harris, 645 F.2d 122, 124 (2d Cir.

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