Bowers v. Commissioner of Social Security

CourtDistrict Court, C.D. Illinois
DecidedMay 28, 2025
Docket4:24-cv-04100
StatusUnknown

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

Bluebook
Bowers v. Commissioner of Social Security, (C.D. Ill. 2025).

Opinion

UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF ILLINOIS ROCK ISLAND DIVISION

ZACHARY B., ) ) Plaintiff, ) ) v. ) Case No. 4:24-cv-04100-SLD-RLH ) FRANK J. BISIGNANO,1 Commissioner ) of Social Security, ) ) Defendant.

REPORT AND RECOMMENDATION Claimant Zachary B. (“Claimant” or “Plaintiff”) seeks review of the final decision of Respondent Frank J. Bisignano, Commissioner of Social Security (“Commissioner”), denying Claimant’s application for Disability Insurance Benefits (“DIB”) under Title II of the Social Security Act (“Act”) and denying his application for supplemental security income (“SSI”) under Title XVI of the Act. Before the Court are Plaintiff’s Brief (doc. 9), Defendant’s Brief (doc. 13), and Plaintiff’s Reply Brief (doc. 16).2 This matter has been referred for a report and recommendation. For the reasons stated herein, the Court recommends that Claimant’s request to reverse and remand the unfavorable decision of the Defendant, Frank J. Bisignano, Commissioner of Social Security, be granted.

1 Frank J. Bisignano was appointed as the Commissioner of Social Security on May 7, 2025. Pursuant to Rule 25(d) of the Federal Rules of Civil Procedure, he is substituted for his predecessor as the named defendant in this case.

2 Citations to documents filed in this case are styled as “(Doc. # at __ ).” Citations to the pages within the Administrative Record will be identified by “(R. at __ ).” The Administrative Record appears at (doc. 6) on the docket. BACKGROUND Zachary B. filed a Title II application for DIB and a Title XVI application for SSI benefits on September 8, 2021, with an alleged onset date of December 27, 2014.3

(R. at 26). His claims were initially denied upon reconsideration on September 22, 2022, after which he requested a hearing before an Administrative Law Judge (“ALJ”). (R. at 26). On June 20, 2023, Claimant appeared vis-à-vis telephone (all participants agreed to appear via telephone due to COVID-19 restrictions) and testified at a hearing before ALJ John Wood. (R. at 59–68). ALJ Wood also heard testimony from impartial vocational expert (“VE”) Mr. Gusloff on that date. (R. at 68–

80). ALJ Wood asserts that Claimant complied with the five-day evidence submission rule, as required under 20 C.F.R. §§ 404.935(a) and 416.1435(a),4 by either submitting or informing him of all written evidence in advance of the hearing. (R. at 26). One day prior to the scheduled hearing, on June 19, 2023, Claimant’s representative submitted approximately twenty pages of medical records, consisting of electrocardiogram (a.k.a. EKG) tracings dated between April 6 and June 18, 2023. (R. at 26). Although these records were not formally exhibited prior to the hearing due to

3 At the hearing, Claimant, through representation, amended his alleged onset date from December 27, 2014, to April 21, 2020 (i.e., attainment of age fifty). (R. at 26, 60). See 20 C.F.R. 404.1563(d).

4 The language and procedural requirements outlined in both 20 C.F.R. §§ 404.935(a) and 416.1435(a) are virtually identical. Subsection (a) of § 404.935 and subsection (a) of § 416.1435 both require parties requesting a hearing before an administrative law judge (“ALJ”) to submit all necessary information or evidence, as detailed respectively in §§ 404.1512 and 416.912, at the time the hearing request is submitted, or to provide a summary of such evidence. Each subsection mandates that parties make diligent efforts to ensure the ALJ receives any additional relevant evidence at least five business days before the scheduled hearing date. If parties fail to meet this five-day deadline, the ALJ “may decline to consider or obtain the evidence,” unless exceptional circumstances described in subsection (b) of each section apply. initial questions regarding their origin, the issue was addressed on the record during the hearing and was entered into the administrative record. (R. at 26, 55). No medical expert testified at the hearing; however, there are medical source statements in the

record that the ALJ references in his decision. (R. at 39–40). On July 14, 2023, ALJ Wood denied Claimant’s claim for both DIB and SSI. (R. at 44). In finding Claimant not disabled, the ALJ followed the five-step evaluation process required by Social Security regulations for individuals over the age of 18. See 20 C.F.R. §§ 404.1520(a), 416.920(a). At step one, the ALJ found that Claimant had not engaged in substantial gainful activity since the amended alleged onset date of

April 21, 2020, through his date last insured of June 30, 2020. (R. at 29). At step two, the ALJ found that Claimant had a severe impairment or combination of impairments as defined by 20 C.F.R. §§ 404.1520(c) and 416.920(c). Specifically, Claimant suffered from congestive heart failure, coronary artery disease, atrial fibrillation, obesity, and sleep apnea. (R. at 29). The ALJ also acknowledged a non- severe medically determinable impairment—“restless leg syndrome”—but concluded that no compelling evidence supports a finding that the impairment “results in any

appreciable daytime symptoms or limitations that would regularly interfere with basic work-related activities.” (R. at 29). While Claimant’s severe impairments were acknowledged, at step three, the ALJ determined that they did not meet or medically equal a listed impairment in 20 C.F.R. Part 404, Subpart P, Appendix 1, as required under 20 C.F.R. §§ 404.1520(d), 404.1525, 404.1526, 416.920(d), 416.925, and 416.926. (R. at 29–30). The ALJ specifically considered Listings 4.02 (chronic heart failure), 4.04 (ischemic heart disease), and 4.05 (recurrent arrhythmias), but concluded that Claimant did not meet or medically equal the criteria for those listings. (R. at 29). In evaluating Listing 4.05,

which pertains to recurrent arrhythmias not related to reversible causes—including atrial fibrillation and atypical atrial flutter—the ALJ acknowledged Claimant’s ongoing cardiac complaints; however, the ALJ found that Claimant had not experienced uncontrolled recurrent episodes of syncope or near syncope, and in fact had routinely denied such symptoms. (R. at 29). Accordingly, the ALJ concluded that Listing 4.05 was neither met nor medically equaled. (R. at 29). Before step four,5 the

ALJ determined: [C]laimant has the residual functional capacity to perform light work as defined in 20 CFR 404.1567(b) and 416.967(b) except no climbing of ladders, ropes, or scaffolds; no more than occasional climbing of ramps and stairs, balancing, stooping, kneeling, crouching, and crawling; need to avoid environmental hazards such as unprotected heights and dangerous machinery; and need to avoid concentrated exposure to extreme temperatures and pulmonary irritants. (R. at 30). Claimant, age fifty as of his amended onset date, was considered to be closely approaching advanced age. (R. at 41); 20 C.F.R. 404.1563(d).

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Bowers v. Commissioner of Social Security, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowers-v-commissioner-of-social-security-ilcd-2025.