Lieu v. Kijakazi

CourtDistrict Court, S.D. California
DecidedSeptember 19, 2024
Docket3:23-cv-00640
StatusUnknown

This text of Lieu v. Kijakazi (Lieu v. Kijakazi) is published on Counsel Stack Legal Research, covering District Court, S.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lieu v. Kijakazi, (S.D. Cal. 2024).

Opinion

1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 SOUTHERN DISTRICT OF CALIFORNIA 10 11 RICHARD T. L., Case No.: 23-cv-640-DDL

12 Plaintiff, ORDER AFFIRMING IN PART 13 v. AND REVERSING IN PART DECISION OF THE 14 MARTIN O’MALLEY, Commissioner of COMMISSIONER OF SOCIAL 15 Social Security, SECURITY

16 Defendant. 17 18 19 Plaintiff Richard T. L. moves the Court to remand his application to the Social 20 Security Administration (the “Administration”) for an award of benefits or, 21 alternatively, for further proceedings. See generally Dkt. No. 17. For the reasons 22 stated below, the Court finds the Commissioner’s determination that Plaintiff is not 23 disabled for purposes of Plaintiff’s Title II claim is free of legal error and supported 24 by substantial evidence, and is AFFIRMED. However, the Court finds the ALJ’s 25 adjudication of Plaintiff’s Title XVI claim was legally erroneous, and is not 26 supported by substantial evidence. Plaintiff’s Title XVI claim is therefore 27 REMANDED to the Administration for further proceedings consistent with this 28 Order. 1 I. 2 BACKGROUND 3 A. Plaintiff’s Application for Disability Benefits 4 On October 30, 2020, Plaintiff filed an application for disability insurance 5 benefits and supplemental security income under Titles II and XVI of the Social 6 Security Act (the “Act”), respectively, alleging his diabetes, “heart condition,” 7 frequent headaches, arthritis and other conditions rendered him unable to work as 8 of March 21, 2017. See Certified Administrative Record (“AR”) [Dkt. No. 13] at 9 306-07, 315.1 After his application was denied at the initial stage and upon 10 reconsideration, Plaintiff requested a hearing before an administrative law judge 11 (“ALJ”), which took place on March 9, 2022 before ALJ Randolph Schum. Id. at 12 42-57. Plaintiff appeared with counsel and gave testimony. Id. The ALJ issued 13 an unfavorable decision on March 30, 2022, having concluded Plaintiff “has not 14 been under a disability, as defined in [the Act], from November 21, 2019, through 15 the date of [the] decision.” 2 Id. at 36. On March 23, 2023, the Appeals Council 16 denied review, and the ALJ’s decision became final. See id. at 8-10. 17 B. Summary of the ALJ’s Findings 18 A person is considered “disabled” within the meaning of the Act if they suffer 19 from a medically determinable physical or mental impairment which is expected to 20 last at least a year and is of such severity that they cannot work, considering their 21

22 23 1 The Court uses the parties’ pagination of the AR. All other docket citations are to the CM/ECF page numbers. 24

2 Plaintiff’s earlier application for Title II disability insurance benefits, filed April 25 28, 2017 (the “2017 Application”), was denied in a decision dated November 20, 26 2019 (the “2019 Decision”). As will be addressed later in this Order, the ALJ in the present action evaluated Plaintiff’s eligibility for benefits under both Title II and Title 27 XVI for the period beginning the day after the previous adverse determination, 28 November 21, 2019. See AR at 26. Plaintiff asserts this was error. 1 age, education, and work experience. See 42 U.S.C. § 423(d). The Administration 2 employs a sequential five-step evaluation to make this determination.3 3 Before proceeding with an evaluation whether Plaintiff is disabled, the ALJ 4 considered the appropriate time period for such evaluation. AR at 25-26. The ALJ 5 noted Plaintiff’s 2017 Application and that Plaintiff “was found to be not disabled in 6 a final decision by an Administrative Law Judge dated November 20, 2019.” Id. at 7 25. For the period of time after the 2019 Decision, the ALJ found the presumption 8 of continuing disability applicable by operation of Chavez v. Bowen, 844 F.2d 691 9 (9th Cir. 1988) and the Administration’s Acquiescence Ruling 97-4(9) (discussed 10 below) had been rebutted because Plaintiff’s age had increased since the 2017 11 Application, and because the current application included a claim for Title XVI 12 benefits which was not part of the 2017 Application. Id. at 25-26. However, the 13 ALJ also found no basis to reopen the 2017 Application or to readjudicate the prior 14 ALJ’s finding Plaintiff was not disabled. Id. at 26. Accordingly, the ALJ found “for 15 the current Title II application, the period of consideration began on November 21, 16 2019” (i.e., the day after the 2019 Decision). Id. The ALJ then conducted the five- 17 step sequential evaluation. Id. at 28-35. 18 At step one, the ALJ found Plaintiff had not engaged in substantial gainful 19 activity since November 21, 2019. Id. at 28. At step two, the ALJ found Plaintiff 20 had the following severe impairments: degenerative disc disease of the lumbar 21

22 3 The ALJ must determine the following: one, whether the claimant is engaged 23 in substantial gainful activity; two, whether the claimant suffers from a severe 24 impairment within the meaning of the regulations; three, whether the impairment meets or is medically equal to one of the impairments identified in the Listing of 25 Impairments; four, whether, given the claimant’s residual functional capacity 26 (“RFC”) based on all impairments, education and work history, the claimant can perform their past relevant work; and five, whether the claimant can make an 27 adjustment to other work based on his or her RFC. If the claimant is found not 28 disabled at any step, the analysis does not proceed to the next step. 1 spine; degenerative changes of the left knee; and remote history of stab wounds. 2 Id. At step three, the ALJ found Plaintiff’s impairments did not meet or medically 3 equal a listed impairment. Id. at 30. 4 Proceeding to step four, the ALJ determined Plaintiff could: 5 perform light work as defined in 20 C.F.R. [§§] 404.1567(b) and 416.967(b) except [that he could] lift and/or carry 20 pounds 6 occasionally, ten pounds frequently; stand and/or walk for six hours out 7 of eight hours; sit for six hours out of eight hours; never climb ropes, ladders or scaffolds; occasionally climb ramps and stairs; occasionally 8 balance, stoop, kneel, crouch and crawl; and avoid concentrated 9 exposure to unprotected heights and moving and dangerous machinery. 10 11 AR at 30. 12 In formulating this RFC, the ALJ considered Plaintiff’s subjective testimony 13 regarding his limitations. Id. at 31-32. The ALJ found Plaintiff’s medically 14 determinable impairments could reasonably be expected to cause Plaintiff’s 15 alleged symptoms, but the objective medical evidence did not support Plaintiff’s 16 allegations as to their limiting effects. Id. at. 31. 17 / / / 18

19 20 4 The ALJ found Plaintiff’s coronary artery disease was medically determinable but “did not pose more than a minimal limitation in his ability to 21 perform basic work activities” and was therefore non-severe. AR at 28. Plaintiff’s 22 alleged headaches and left hand injury were not medically determinable. Id. at 30. Regarding Plaintiff’s medically determinable mental impairments of anxiety and 23 depression, the ALJ concluded after conducting a Paragraph B analysis these 24 conditions “did not cause more than minimal limitation” to Plaintiff’s ability to perform work activities and were non-severe. Id. at 28-29. The ALJ noted Plaintiff 25 also alleged post-traumatic stress disorder and stated that because of the 26 “substantial overlap in symptomology between different mental impairments, as well as the inherently subjective nature of mental diagnoses,” all of Plaintiff’s 27 alleged mental conditions were “considered together, instead of separately, 28 regardless of the diagnostic label attached.” Id.

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Lieu v. Kijakazi, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lieu-v-kijakazi-casd-2024.