Davis v. Harris

550 F. Supp. 935, 1982 U.S. Dist. LEXIS 16184
CourtDistrict Court, E.D. Louisiana
DecidedSeptember 16, 1982
DocketCiv. A. No. 80-4951
StatusPublished

This text of 550 F. Supp. 935 (Davis v. Harris) is published on Counsel Stack Legal Research, covering District Court, E.D. Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Harris, 550 F. Supp. 935, 1982 U.S. Dist. LEXIS 16184 (E.D. La. 1982).

Opinion

MEMORANDUM OPINION ON CROSS MOTIONS FOR SUMMARY JUDGMENT

CASSIBRY, District Judge:

Pursuant to section 205(g) of the Social Securities Act, 42 U.S.C. § 405(g), plaintiff, Norma Davis, seeks review of the final decision of the Secretary of Health and Human Services denying child’s insurance benefits to three of her sons. Plaintiff alleges that the sons are entitled to the benefits because Melvin Jones, the deceased wage earner, did father the boys, although at the time he was legally married to another woman.

In the proceedings below, the Secretary did find that the three sons are the natural (illegitimate) children of Melvin Jones, and that Mr. Jones did live with the plaintiff during the years when the three children were bom. However, the claim for child’s insurance benefits was denied because the actual dependency of the sons at the time of their father’s death was not proved, and it was determined that the sons did not fit [937]*937within any of the special statutory categories wherein dependency is presumed and need not be proved.

The Social Security Act provides that a child who meets certain age, filing, and non-marriage requirements, 42 U.S.C. § 402(d)(1), and who has not been legally adopted by another, § 402(d)(3)(B), is eligible for benefits if the child was “dependent”, within the meaning of the statute, upon the wage earner at the time of his death. § 402(d)(l)(C)(ii). The Act then establishes a number of statutory presumptions of dependency. For purposes of the child’s insurance benefits, certain classes of illegitimates are considered to be dependent whether or not in fact actually supported by their insured parent at the time of the latter’s death. An illegitimate child may establish his claim to “statutory dependence” if he shows that he falls into one of the following three categories:

1) That the infant is the child of a marriage rendered invalid by some legal insufficiency. § 416(h)(2)(B).
2) That the deceased wage earner had a) acknowledged the infant claimant in writing as his or her son or daughter, or b) been decreed by a court to be the claimant’s parent, or c) been ordered by a court to support the claimant on the basis of parenthood. § 416(h)(3) (C)(i).
3) That the infant would be entitled to inherit personal property from the deceased wage earner under the law that would be applied in determining the devolution of intestate personal property by the courts of the wage earner’s state of domicile at death. § 416(h)(2)(A).

Surviving children who cannot bring themselves within a classification statutorily presumed to be dependent are required to prove that the insured parent was actually living with or contributing to the support of the child at the time the insured wage earner died. § 416(h)(3)(C)(ii). Because substantial evidence in the record establishes that Melvin Jones was not living with or actually contributing to the support of his sons at the time of his death, the only issue before this court is whether the plaintiff’s sons fell within one of the classifications of illegitimates statutorily presumed to be dependent, as the plaintiff urges they did.1

The plaintiff argues that her sons are statutorily considered the “children” of the insured decedent under § 416(h)(2)(A).2 As construed in Mathews v. Lucas, 427 U.S. 495, 96 S.Ct. 2755,49 L.Ed.2d 651 (1976), the Supreme Court summarized this provision to mean that “a child who would be entitled to inherit personal property from the insured parent’s estate under the applicable state intestacy law, is considered to have been dependent at the time of the parent’s death.” 427 U.S. at 499, 96 S.Ct. at 2759. “Any child who qualifies under [that section] is considered legitimate for section 212(d)(3) purposes and thus dependent.” Id. at n. 2.

In this case, the Secretary found that under the laws of Louisiana, the plaintiff’s sons, as illegitimate children, would not be entitled to inherit from the estate of the deceased wage earner. In this respect, the Secretary made an error of law. The plaintiff’s children, as acknowledged illegitimates, were entitled to inherit at some point in the line of their father’s succession [938]*938under Louisiana law. Therefore, the plaintiff’s sons are included in “the devolution of intestate personal property by the courts of the state” for purposes of 42 U.S.C. § 416(h)(2)(A).

Under the law of Louisiana that was applicable at the time that plaintiff’s sons sought child’s insurance benefits,3 illegitimate children could actually inherit from their natural parent as long as they had been “acknowledged” by the parent and the parent died leaving no descendants, ascendants, collateral relations, or surviving wife (those whose inheritance rights would “prime” or preempt the acknowledged illegitimate child’s rights). La.Civ.Code art. 919.4 If the children had not been “legally acknowledged,”5 it was sufficient to prove their “paternal descent.” La.Civ.Code art. 208 (amended 1979, 1980, 1981). In turn, paternal descent was deemed proved when the mother and father of the children were living in a state of concubinage at the time that the children were conceived. La.Civ.Code art. 209 (amended 1980). As previously indicated, the Secretary did find that the plaintiff’s three sons were the children of the deceased wage earner, Melvin Jones, and that Mr. Jones was living with the plaintiff during the time when the three boys were born. Therefore, the three sons were “acknowledged illegitimates,” and thus were entitled to inherit from their natural father’s estate under La.Civ.Code art. 919.6

The precise legal reasoning of the Secretary in determining that the plaintiff’s sons were not entitled under Louisiana law to inherit from Melvin Jones was not clearly stated in the proceedings below. The rationale may well have been that because the sons would not actually inherit from Mr. Jones (because, for example, Mr. Jones was survived by ascendants), the sons’ mere potential right to inherit from him was not sufficient to qualify them for benefits under § 416(h)(2)(A) of the Social Security Act. I find this to be in error.

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Related

Richardson v. Perales
402 U.S. 389 (Supreme Court, 1971)
Mathews v. Lucas
427 U.S. 495 (Supreme Court, 1976)
Succession of Brown
388 So. 2d 1151 (Supreme Court of Louisiana, 1980)
King v. Califano
484 F. Supp. 861 (M.D. Louisiana, 1980)
Cotlong v. Harris
634 F.2d 890 (Fifth Circuit, 1981)

Cite This Page — Counsel Stack

Bluebook (online)
550 F. Supp. 935, 1982 U.S. Dist. LEXIS 16184, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-harris-laed-1982.