Hartzer v. Commissioner of Social Security

CourtDistrict Court, N.D. Ohio
DecidedAugust 28, 2024
Docket3:23-cv-01972
StatusUnknown

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

Bluebook
Hartzer v. Commissioner of Social Security, (N.D. Ohio 2024).

Opinion

IN THE UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF OHIO EASTERN DIVISION

VICKIE M. HARTZER, ) CASE NO. 3:23-CV-01972-JRK ) Plaintiff, ) U.S. DISTRICT JUDGE

) JAMES R. KNEPP, II v. )

) U.S. MAGISTRATE JUDGE COMMISSIONER OF SOCIAL ) JENNIFER DOWDELL ARMSTRONG SECURITY, ) Defendant, ) REPORT AND RECOMMENDATION )

I. INTRODUCTION Plaintiff, Vickie M. Hartzer (“Ms. Hartzer”), seeks judicial review of the final decision of the Commissioner of Social Security (“the Commissioner”) denying her applications for Disability Insurance Benefits (“DIB”) and Supplemental Security Income (“SSI”). (ECF No. 1.) This matter is before me pursuant to 42 U.S.C. §§ 405(g) and Local Rule 72.2(b). (ECF non-document entry dated July 25, 2023.) For the reasons set forth below, I RECOMMEND that the Court AFFIRM the Commissioner’s final decision. II. PROCEDURAL HISTORY On July 19, 2019, Ms. Hartzer applied for DIB and SSI, alleging a disability onset date of June 1, 2019. (Tr. 171, 340.) Her application related to, in relevant part, attention deficit hyperactivity disorder (“ADHD”), depression, anxiety, and bipolar disorder. (Tr. 340, 347, 403.) Her application was denied initially and upon reconsideration. (Tr. 136-37, 166-67.) An administrative law judge (“ALJ”) held an administrative hearing on March 15, 2022, which later resulted in the ALJ issuing an unfavorable decision. (Tr. 171.) The Appeals Council granted Ms. Hurst’s request for review and remanded the case to the ALJ to give further consideration to the prior administrative medical findings. (Tr. 189.) On October 3, 2022, another ALJ held an administrative hearing where Ms. Hartzer, represented by counsel, and a vocational expert (“VE”) testified. (Tr. 42-68.) The ALJ issued a decision on November 15, 2022, finding Ms. Hartzer was not disabled within the meaning of the

Social Security Act. (Tr. 19-34.) The ALJ’s decision became final on August 11, 2023, when the Appeals Council declined further review. (Tr. 3.) Ms. Hartzer filed a Complaint on October 10, 2023. (ECF No. 1.) She raises the following assignment of error: (1) The ALJ failed to account for a specific limitation opined by the state agency’s own reviewing mental health expert, and that omitted limitation could have altered the entire outcome of the claim.

(ECF No. 6, PageID#1354.) III. BACKGROUND1 A. Personal, Educational, and Vocational Information Ms. Hartzer was born in 1976. (Tr. 77, 347.) She has a wife and two children. (Tr. 78.) She has a GED, and she did not attend college or receive any vocational training. (Tr. 79.) Her past relevant work was employment as a cook and delivery driver. (Tr. 32.) B. Relevant Non-Medical/Medical Opinion Evidence In September 2019, Lisa Foulk, PsyD, reviewed the record at the initial level of consideration. Dr. Foulk opined that Ms. Hartzer is able to complete 1- to 3-step tasks that do not require a sustained pace; can adapt to an environment with infrequent change; and has no social limitations. (Tr. 119-20.) Robert Baker, Ph.D., reviewed the record at the reconsideration level in November 2019. Dr. Baker opined that Ms. Hartzer is able to understand and remember 1- to 3-

1 Because Ms. Hartzer’s assignment of error pertains to her mental impairments, this Report and Recommendation’s summary will only discuss evidence related to these impairments. step instructions; able to concentrate sufficiently for the completion of 1- to 3-step tasks; able to work in a setting with occasional, superficial interactions with others; and will need occasional flexibility with breaks when experiencing increased symptoms. (Tr. 147-48.) C. Relevant Medical Evidence Ms. Hartzer received mental health treatment in the form of psychotherapy and medication

management during the relevant period. Bipin Desai, M.D., Ms. Hartzer’s psychiatrist, diagnosed her in February 2018 with bipolar II disorder, anxiety disorder, and ADHD, for which he prescribed medications, including Klonopin, Latuda, Adderall, and Zoloft. (Tr. 715.) Her mental status examination revealed fair mood and affect, intact associations, logical thinking, appropriate thought content, and fair insight and judgment. (Tr. 714.) On May 7, 2018, Ms. Hartzer returned for a follow-up appointment with Dr. Desai, where Dr. Desai noted that she was compliant with her medication. (Tr. 700.) Her mental status examination revealed euthymic mood with no signs of depression or elevation, generally appropriate behavior, intact associations, generally logical thinking, appropriate thought content,

no present signs of anxiety, and normal insight and judgment. (Id.) On November 29, 2018, Ms. Hartzer described herself as irritable, inattentive, and disorganized. (Tr. 702.) She admitted to “veg” symptoms. (Id.) She reported she “need[ed] to be back on [her] meds.” (Id.) Dr. Desai noted that Ms. Hartzer appeared to be anxious. (Id.) Ms. Hartzer’s mental status examination revealed depressed and irritable mood, intact associations, logical thinking, appropriate thought content, no suicidal ideas or intent, and fair insight and judgment. (Id.) At an October 28, 2019, appointment with Dr. Desai, Ms. Hartzer reported that she was depressed and admitted again to “veg” symptoms. (Tr. 919.) Dr. Desai spoke with Ms. Hartzer about decreasing her Klonopoin dosage, but Ms. Hartzer was reluctant to do so. (Id.) Her mental status examination revealed moderate signs of depression, sad demeanor, depressed thought content, intact associations, logical thinking, appropriate thought content, and fair insight and judgment. (Tr. 920.) On December 9, 2019, Ms. Hartzer reported that she was “feeling good” mentally. (Tr.

922.) She described herself as attentive, productive, and working. (Id.) Her mental status examination revealed fair mood and affect, intact associations, logical thinking, appropriate thought content, no suicidal/homicidal ideation, and fair insight and judgment. (Tr. 922-23.) Ms. Hartzer’s therapist, Victoria Endicott, LISW, began seeing Ms. Hartzer in June 2020. (Tr. 1021.) Ms. Hartzer reported at her initial intake on June 18, 2020, that she was mentally exhausted and never left the house. (Tr. 1021.) However, apart from some depression, Ms. Hartzer’s mental status examination was normal. (Tr. 1023.) On July 20, 2020, Ms. Hartzer reported feeling better except for a poor attention span. (Tr. 940.) Her mental status examination revealed fair mood and affect, intact associations, logical

thinking, appropriate thought content, no suicidal/homicidal ideation, and fair insight and judgment. (Tr. 941.) On August 7, 2020, Ms. Hartzer reported that she felt better and had not had any angry outbursts since she began an increased dose of Abilify. (Tr. 1014.) Ms. Endicott noted that Ms. Hartzer’s mood was improved, and her mental status examination was otherwise normal. (Tr. 1015.) Ms. Hartzer reported at her September 15, 2020, counseling appointment that her anxiety and depression had improved, and she was doing “alright.” (Tr. 1007-08). On October 12, 2020, Ms. Hartzer reported feeling good and having an improved attention span. (Tr. 943.) Her mental status examination revealed fair mood and affect, intact association, appropriate thought content, no suicidal/homicidal ideation, and fair insight and judgment. (Tr. 944.) Ms. Hartzer reported on October 29, 2020, that she was irritable and anxious, but she was trying to distract herself from her “mostly unvented anger” by doing craft and refurbishing projects, as well working out on her elliptical machine as often as she could. (Tr. 1004.) She

reported on December 1, 2020, that she was feeling “[o]verall not too bad,” but said she could not do crafts in her garage because it was too cold. (Tr.

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Hartzer v. Commissioner of Social Security, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartzer-v-commissioner-of-social-security-ohnd-2024.