Lozada v. Commissioner of Social Security

CourtDistrict Court, S.D. Florida
DecidedSeptember 14, 2023
Docket9:22-cv-80867
StatusUnknown

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

Bluebook
Lozada v. Commissioner of Social Security, (S.D. Fla. 2023).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA

CASE NO. 22-80867-CIV-MAYNARD

JULIO ALBERTO LOZADA,

Plaintiff,

v.

KILOLO KIJAKAZI, Acting Commissioner of the Social Security Administration

Defendant. ____________________________________/ ORDER ON CROSS-MOTIONS FOR SUMMARY JUDGMENT (DE 17 & DE 18)

Plaintiff Julio Alberto Lozada brings this action under the Social Security Act seeking judicial review of Defendant’s final decision denying his applications for disability benefits. Plaintiff timely exhausted his administrative remedies, and Defendant’s decision is ripe for judicial review under 42 U.S.C. §§ 405(g), 1383(c)(3). The parties have consented to U.S. Magistrate Judge jurisdiction. DE 14; DE 15. After Defendant filed the certified administrative record, DE 12 (cited herein as “R. __”), Plaintiff filed his Motion for Summary Judgment. DE 17. Defendant responded with a Motion for Summary Judgment, DE 18, and Plaintiff replied, DE 19. Having carefully considered the entire record, the parties’ briefing, and oral argument of counsel before me on April 27, 2023, Plaintiff’s Motion for Summary Judgment, DE 17, is GRANTED and Defendant’s Motion for Summary Judgment, DE 18, is DENIED for the reasons set forth below. BACKGROUND On May 25, 2018, Plaintiff applied for disability insurance benefits, alleging a disability onset date of May 6, 2018. R. 346-56. Plaintiff was fifty-one years old on his application date. R. 15, 346. He has a sixth-grade education and past relevant work experience as a carpenter. R. 394. Plaintiff alleged that he became unable to work due to hearing voices, lumbar ruptured disc, heart problems, and mental illness. R. 346-56, 393, 430-31.

Plaintiff’s application was denied initially and on reconsideration. R. 151-55, 173-80. On July 21, 2020, Administrative Law Judge (“ALJ”) James Andres held a hearing at which Plaintiff, Plaintiff’s counsel, a Spanish interpreter, and a vocational expert appeared. R. 64-86. Plaintiff and the vocational expert testified at this first hearing. On May 12, 2021, ALJ Andres held a supplemental hearing at which Plaintiff, Plaintiff’s successive counsel, a Spanish interpreter, a new vocational expert, and a medical expert (psychologist Dr. Michael Lace) appeared. R. 43-63, 1680-84. Dr. Lace, Plaintiff, and the new vocational expert testified at this second hearing. On September 14, 2021, ALJ Andres issued a decision finding Plaintiff not disabled. R. 21-34. On April 6, 2022, the Appeals Council denied Plaintiff’s request for review of the ALJ’s decision. R. 1-3. This timely appeal followed.

STANDARD OF REVIEW To qualify for Social Security benefits, a claimant must show that he is disabled. Ellison v. Barnhart, 355 F.3d 1272, 1276 (11th Cir. 2003); Doughty v. Apfel, 245 F.3d 1274, 1278 (11th Cir. 2001); 20 C.F.R. §§ 404.1512(a), 416.912(a). The Social Security Act defines “disability” as the “inability to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment which can be expected to result in death, or which has lasted or can be expected to last for a continuous period of not less than 12 months.” 42 U.S.C. § 423(d)(1)(A). A “physical or mental impairment” is one that “results from anatomical, physiological, or psychological abnormalities which are demonstrable by medically acceptable clinical and

laboratory diagnostic techniques.” 42 U.S.C. § 1382c(a)(3)(D). A disability benefits claim follows a multi-layered process before it can be reviewed in federal court. A claimant first applies to a state agency for disability determinations, 42 U.S.C. § 421(a), after which the claimant is entitled to an evidentiary hearing before an ALJ. Heckler v.

Day, 467 U.S. 104, 106–07 (1984). An ALJ must perform a “five-step sequential evaluation” to determine if a claimant is disabled. 20 C.F.R. § 404.1520(a)(1). This five-step process determines if a claimant (1) is currently employed; (2) has a severe impairment; (3) has an impairment or combination of impairments that meets or equals an impairment listed in 20 C.F.R. pt. 404, subpt. P, app. 1 (the “Listings”); (4) can perform past relevant work based on a residual functional capacity (“RFC”) assessment; and (5) retains the ability to perform any work in the national economy. Winschel v. Comm’r of Soc. Sec., 631 F.3d 1176, 1178 (11th Cir. 2011); Phillips v. Barnhart, 357 F.3d 1232, 1237 (11th Cir. 2004). The claimant has the burden of proof through step four and then the burden shifts to the Commissioner at step five. Washington v. Comm’r of Soc. Sec., 906 F.3d 1353, 1359 (11th Cir. 2018); Hines–Sharp v. Comm’r of Soc. Sec., 511 Fed.

Appx. 913, 915 n.2 (11th Cir. 2013). If an individual is found disabled or not disabled at any step, further inquiry is unnecessary. 20 C.F.R. § 416.920(a). A claimant may appeal an ALJ’s unfavorable decision to an Appeals Council that must review the case and determine if the ALJ’s “action, findings, or conclusion is contrary to the weight of the evidence currently of record.” Heckler, 467 U.S. at 106-07; 20 C.F.R. § 404.970(a). After completing the foregoing administrative process, a claimant may seek review in federal court. 42 U.S.C. § 405(g); Ingram v. Comm’r of Soc. Sec. Admin., 496 F.3d 1253, 1261 (11th Cir. 2007). Under governing regulations, the Social Security Administration conducts its “administrative review process in an informal, non-adversarial manner.” 20 C.F.R. § 404.900(b).

Unlike judicial proceedings, social security administrative hearings “are inquisitorial rather than adversarial.” Washington, 906 F.3d at 1364 (quoting Sims v. Apfel, 530 U.S. 103, 111 (2000)). “Because Social Security hearings basically are inquisitorial in nature, ‘[i]t is the ALJ’s duty to investigate the facts and develop the arguments both for and against granting benefits.’” Id.

Indeed, “at the hearing stage, the Commissioner does not have a representative that appears ‘before the ALJ to oppose the claim for benefits.’” Id. (quoting Crawford & Co. v. Apfel, 235 F.3d 1298, 1304 (11th Cir. 2000)). “Thus, ‘the ALJ has a basic duty to develop a full and fair record. This is an onerous task, as the ALJ must scrupulously and conscientiously probe into, inquire of, and explore for all relevant facts.’” Id.

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