Isham v. Weinberger

373 F. Supp. 718, 1973 U.S. Dist. LEXIS 12307
CourtDistrict Court, E.D. Tennessee
DecidedAugust 14, 1973
DocketCiv. A. 8168
StatusPublished

This text of 373 F. Supp. 718 (Isham v. Weinberger) is published on Counsel Stack Legal Research, covering District Court, E.D. Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Isham v. Weinberger, 373 F. Supp. 718, 1973 U.S. Dist. LEXIS 12307 (E.D. Tenn. 1973).

Opinion

MEMORANDUM

ROBERT L. TAYLOR, District Judge.

This action was instituted by Betty G. Isham on behalf of her two minor children against the Secretary of Health, Education and Welfare, pursuant to Title 42 U.S.C. § 405(g) to obtain judicial review of a final decision of the Secretary adjusting and reducing their social security benefits in accordance with Title 42 U.S.C. § 403(a).

On December 8, 1972, the Appeals Council rendered its decision adjusting and reducing certain child’s benefit awards of Rita and Donna Isham, the natural children of John C. Isham, the disabled wage earner, on the ground that the wage earner’s second wife, Betty M. Isham, and his four step-children were also entitled to social security disability benefits on the social security account of the wage earner. This decision reversed the holding of the Hearing Examiner, who had determined that the second wife and step-children of John Isham were not entitled to benefits under Title 42 U.S.C. §§ 402(d) and 416(e).

From a review of the record, the following facts appear: On December 29, 1966, plaintiff filed an application for child’s insurance benefits on behalf of the three legitimate minor children of plaintiff and John C. Isham, two of whom, Rita Ann and Donna Jo, are plaintiffs in this action. The wage earner then filed an application for disability insurance benefits and was found to be under a disability beginning December 24, 1966, with benefits payable effective July, 1967. Plaintiff was awarded benefits on behalf of herself and the minor children, also effective July, 1967.

On August 21, 1969, plaintiff was divorced from the wage earner in Roane County, Tennessee, the validity of which is not contested by either party to this action. Thereafter, on September 5, 1969, the wage earner married Betty Morrison (now Betty M. Isham), who had four children, Thomas A., Patricia A., Vickey L. and Keith E. Morrison, by a previous marriage, which children were taken by the wage earner as his step-children.

*720 On September 2, 1970, Betty M. Isham filed an application for child’s insurance benefits on behalf of her four minor children as the wage earner’s step-children and on behalf of herself as the wage earner’s wife. Benefits were awarded to the wage earner’s second wife and step-children effective September, 1970, and the benefits accruing to plaintiff’s two children, Rita and Donna, were thereby reduced.

Plaintiff requested a reconsideration of the award on the grounds that the benefits to the wage earner’s natural children should not be reduced and that the natural father of the wage earner’s step-children should bear the burden of their support. Upon a full hearing and after all interested parties were joined, the Hearing Examiner found that the wage earner’s second wife and his stepchildren were not entitled to the benefits for which they applied and, therefore, the plaintiff and her children were entitled to full benefits on account of the wage earner, without reduction under the family maximum.

The decision of the Hearing Examiner was reversed by the Appeals Council on the grounds that the step-children of the wage earner qualified as children under Title 42 U.S.C. § 402(d) and that the application filed by wage earner’s second wife on her behalf and on behalf of the step-children was not premature under 20 C.F.R. § 404.606. Plaintiff now asks this Court to review the decision of the Appeals Council as it relates to the reduction of social security child's benefits. Therefore, the sole issue under consideration is whether the Appeals Council applied the proper legal standards in concluding that the benefits payable to the plaintiff on behalf of her children, Rita and Donna, were subject to reduction under the applicable statutes and regulations.

Title 42 U.S.C. § 402(d) provides, in pertinent part, that:

“(1) Every child (as defined in section 216(e) [416(e) of this title] of an individual entitled to disability insurance benefits, . if such child — ■
“(A) has filed application for child’s insurance benefits,
“(B) at the time such application was filed was unmarried and (i) either had not attained the age of eighteen or (ii) [was] under a disability . . . which began before he attained the age of 18, and
“(C) was dependent upon such individual — (i) if such individual is living, at the time such application was filed,
* -x- * * * -X-
(iii) if such individual had a period of disability which continued until he became entitled to . disability insurance benefits, . at the beginning of such period of disability or at the time he became entitled to such benefits,
shall be entitled to a child’s insurance benefit.
* ■» * * * *
(4) A child shall be deemed dependent upon his stepfather ... at the time specified in paragraph (1)(C) . . . if, at such time, the child was living with or receiving at least one-half of his support from such stepfather.”

The term “child” is further defined in Title 42 U.S.C. § 416(e) as the child or legally adopted child of an individual and

“. . .a stepchild who has been such stepchild for not less than one year immediately preceding the day on which application for child insurance benefits is filed . . . ”

The thrust of plaintiff’s argument is that the step-children of John Isham did not qualify for child insurance benefits because (1) the step-children had not been step-children of the wage earner for a period of one year preceding the filing of their application and (2) that even if the application was not premature so as to disqualify the step-children *721 under § 416(e), they did not meet the dependency requirement of § 402(d) (1)(C) in that they were not dependent upon the wage earner at the time he qualified for disability benefits. These contentions were basically the same as were propounded by the Hearing Examiner in initially denying the reduction.

As to plaintiff’s first contention that the step-children failed to meet the requirements of § 416(e), the Appeals Council relied upon, in granting an apportionment, 20 C.F.R. § 404.606(b)(2), which provides, in pertinent part, that

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Bluebook (online)
373 F. Supp. 718, 1973 U.S. Dist. LEXIS 12307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/isham-v-weinberger-tned-1973.