Eliza M. Woodson v. Richard S. Schweiker, Secretary of Health and Human Services

656 F.2d 1169, 1981 U.S. App. LEXIS 17380
CourtCourt of Appeals for the Fifth Circuit
DecidedSeptember 25, 1981
Docket78-3214
StatusPublished
Cited by13 cases

This text of 656 F.2d 1169 (Eliza M. Woodson v. Richard S. Schweiker, Secretary of Health and Human Services) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Eliza M. Woodson v. Richard S. Schweiker, Secretary of Health and Human Services, 656 F.2d 1169, 1981 U.S. App. LEXIS 17380 (5th Cir. 1981).

Opinions

THOMAS A. CLARK, Circuit Judge:

The appellant, Eliza M. Woodson, sought survivors insurance benefit payments as the [1170]*1170widow of Rushell Woodson pursuant to 42 U.S.C. §§ 402 et seq. The Secretary of Health and Human Services denied the application, and the district court, 455 F.Supp. 457, affirmed that decision. Because of a mistake made by the Secretary in a determination in another proceeding that a stepchild of Rushell Woodson was entitled to benefits, and because of a misinterpretation of the meaning of 42 U.S.C. § 416(h)(1)(B), we reverse.

Plaintiff is seeking widow’s benefits by virtue of her marriage to Rushell Woodson, who had three ceremonial marriages in his lifetime. His first marriage, to Mary Lou Woodson, ended with her death on November 17, 1955. Rushell Woodson then married Ethel Hurd in 1957. The couple apparently separated sometime before 1960, but the marriage never was terminated by divorce. Rushell Woodson began living with plaintiff Eliza Woodson in 1962, and they were married on March 30, 1966. Rushell Woodson died on May 25, 1970. As his widow, Eliza Woodson applied in June 1970 for a lump sum death payment on his wage earner’s Social Security account, and that payment was made.

In January 1971, Ethel Hurd, the second wife, applied for mother’s insurance benefits on Rushell Woodson’s Social Security account as the mother of a child named Diane Woodson, who was born on November 16, 1954, approximately two and one-half years before Ethel and Woodson were married and at a time when Ethel was married to Clarence Hurd and Rushell was married to Mary Lou. The mother’s insurance benefits for the child were paid for five months retroactively and then were terminated because Ethel had remarried. But for the payment of the benefits for the child for five months to Ethel, Eliza, the plaintiff, unquestionably would be entitled to a widow’s benefit as the “deemed” widow of Rushell.

The district court’s judgment turned on this payment of mother’s benefits. The following excerpts from the court’s memorandum opinion reflect that court’s thinking:

Ethel Hurd had applied for and received mother’s benefits (although the child was not Woodson’s) for five months on Wood-son’s Social Security account. The applicable Social Security statute, 42 U.S.C. § 416(h)(1)(B), provides that a putative spouse may receive benefits unless the legal wife “is or has been entitled” to benefits. Here, Ethel Hurd was entitled to and received benefits on Woodson’s account for five months, until her remarriage to another man ended her eligibility. 42 U.S.C. § 402(g)(1).
He * * # * *
It is true that in this case there will be no “double-dipping” into Woodson’s account by a legal and putative spouse simultaneously. In fact, there will be no dipping at all, as neither the plaintiff nor Ethel Hurd will be entitled to benefits. Nevertheless, Ethel Hurd received benefits on Woodson’s account for five months. Her remarriage cut her off from such benefits. If she had not remarried, Ethel Hurd could still be receiving benefits on Woodson’s account, and plaintiff would have no basis for her claim. Although the equities seem to favor the plaintiff, in that Ethel Hurd only received five months of benefits for a child that was not Woodson’s, and plaintiff was Wood-son’s companion for his last eight years, the law expressly provides that a putative spouse will be cut off from benefits if the legal spouse “is or has been” entitled to benefits.

The imbroglio in which we find ourselves had its inception when the parties throughout this proceeding considered Diane Wood-son to be the stepchild of Rushell Woodson. The government’s brief refers to the child as a stepchild. The district court in its opinion does not use the word “stepchild,” but it comments that the child is not Wood-son’s. At oral argument the attorney for the appellant/claimant, Eliza Woodson, contended, for the first time, that in order for a stepchild to be eligible for children’s benefits, a prerequisite to a widow’s entitlement to mother’s benefits for her child, the stepchild must be dependent upon the stepfather and must have been living with the stepfather or receiving at least one-half of [1171]*1171his or her support from the stepfather at the time of the latter’s death. 42 U.S.C. § 402(d)(4). There is no evidence that Diane met these conditions. Under this newly introduced theory, Eliza Woodson would be entitled to widow’s benefits because the Secretary erred in making payments to Ethel Hurd as the mother of Diane for the five months as previously described.

Given the set of facts developed by the Administrative Law Judge, considered by the Secretary, and then reviewed by the district court, we reverse the judgment and the decision of the Secretary denying benefits to Eliza Woodson. The decision to do so is complicated by the fact that since oral argument the Secretary, through counsel, furnished us with documentary evidence not heretofore presented which might be construed as demonstrating that Diane Woodson was the legitimated child of Ru-shell Woodson instead of his stepchild. Counsel submitted a copy of Diane’s birth certificate reflecting the father to be Rushed Woodson. However, at the time of Diane’s birth, Ethel was not married to Rushell Woodson, but rather to Clarence Hurd. The Secretary also submitted a statement signed by Clarence Hurd that he was not living with Ethel in 1954 and that the child born November 16, 1954, was not his. Further, the Secretary included a document, an internal form, on one line of which, in describing the relationship of Diane to Rushed, are the letters “SC,” standing for stepchild. The “SC” is crossed out, however, and below it are handprinted the letters “LC,” standing for legitimated child. The Secretary argues that the case should not be remanded because that would serve no useful purpose. Counsel for the Secretary contends in his transmittal letter that the appellant should not be permitted to raise new issues or to introduce new evidence for the first time on appeal. The appellant did not attempt to offer further evidence, but merely belatedly called attention to the law governing the payment of benefits to children. While we might be critical of the tardy research of the statutes, we cannot say this is a new issue; it is merely recognition of the law governing an existing issue in the case.

Before advancing the argument that the stepchild was not entitled to benefits in the first instance, counsel for appellant presented an equitable argument that Eliza Wood-son should be entitled to widow’s benefits because of her marriage to Rushell Wood-son, their living the last years of his life with each other, the acquisition of a joint home together, and the fact that only five months worth of mother’s benefits had been paid from the account of the deceased wage earner. Without those payments Eliza Woodson would be entitled to payment as a “deemed” widow. That entitlement arises from Congressional recognition that many marriages in this country entail the legal impediment of a prior undissolved marriage of one of the parties.

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Bluebook (online)
656 F.2d 1169, 1981 U.S. App. LEXIS 17380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eliza-m-woodson-v-richard-s-schweiker-secretary-of-health-and-human-ca5-1981.