Maloney v. Social Security Administration

517 F.3d 70, 2008 U.S. App. LEXIS 3623, 102 Fair Empl. Prac. Cas. (BNA) 1280, 2008 WL 451161
CourtCourt of Appeals for the Second Circuit
DecidedFebruary 21, 2008
DocketDocket 06-3827-CV
StatusPublished
Cited by59 cases

This text of 517 F.3d 70 (Maloney v. Social Security Administration) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Maloney v. Social Security Administration, 517 F.3d 70, 2008 U.S. App. LEXIS 3623, 102 Fair Empl. Prac. Cas. (BNA) 1280, 2008 WL 451161 (2d Cir. 2008).

Opinion

PER CURIAM:

Plaintiffs-appellants Peter J. Maloney (“Peter Maloney”) and Marilyn G. Maloney (“Marilyn Maloney”) appeal from a judgment entered pursuant to the June 19, 2006 Memorandum and Order of the United States District Court for the Eastern District of New York (Joseph F. Bianco, Judge) dismissing their complaint in part under Rule 12(b)(1) of the Federal Rules of Civil Procedure for lack of subject matter jurisdiction and otherwise under Rule 12(b)(6) for failure to state a claim upon which relief can be granted. Plaintiffs brought this action against defendants-ap-pellees Social Security Administration (“SSA”), various SSA employees, and Special Assistant United States Attorney Som Ramrup, counsel for the SSA, to obtain allegedly past-due Social Security benefits and for relief from various statutory and constitutional violations. In their complaint, plaintiffs allege, inter alia, that defendants unlawfully suspended plaintiffs’ Social Security benefits, conspired to deny plaintiffs a hearing, and discriminated against them on the basis of age and sex. This conduct, plaintiffs allege, violated the Age Discrimination Act of 1975, 42 U.S.C. §§ 6101-6107, and various other statutory and constitutional provisions prohibiting discriminatory practices. On appeal, plaintiffs urge this Court to conclude that the District Court erred when it dismissed their complaint.

*72 BACKGROUND

Our recitation of the facts relies on the June 19, 2006 Memorandum and Order of the District Court, Maloney v. Social Security Administration, No. 02-CV-1725, 2006 WL 1720399 (E.D.N.Y. June 19, 2006).

In October 1994, Peter Maloney filed a claim under the Social Security Act for “old-age insurance” benefits, see 42 U.S.C. § 402(a); 20 C.F.R. § 404.310, requesting that they commence on his sixty-fifth birthday in December 1994. Shortly thereafter, his wife, Marilyn Maloney, applied for “wife’s insurance benefits” pursuant to 42 U.S.C. § 402(b). After an initial review of the Maloneys’ applications, the SSA rendered a favorable decision and determined that Peter Maloney was entitled to benefits effective December 1994 and Marilyn Maloney was entitled to receive “wife’s insurance benefits” as of the same date. Peter Maloney subsequently decided to continue working as a self-employed attorney and elected to defer his benefits until after he ceased working full time. Upon notification of Peter Malo-ney’s decision, the SSA suspended his retirement benefits and those of Marilyn Maloney that derived from her husband’s eligibility.

In August 1996, Peter Maloney informed the SSA that he intended to retire by October of that year and requested that his retirement benefits commence at that time. In October, the SSA determined that Peter Maloney was still working and, on that basis, denied his request for retirement benefits. The ensuing dispute between the Maloneys and the SSA over whether Peter Maloney was, in fact, retired temporarily cooled when Peter Malo-ney submitted two letters in July 1997, stating that his projected earnings for 1997 would fall within the “exempt amount” then permitted retirees by 42 U.S.C. § 403(f)(8)(D)(i). 1 Based on that representation, the SSA reinstated the Maloneys’ benefits effective January 1997 and, in September 1997, paid Peter Maloney retroactive benefits in a lump sum.

The SSA continued to investigate Peter Maloney’s retirement status throughout 1998. After its efforts to verify Peter Maloney’s retirement status proved unsuccessful, the SSA suspended the Maloneys’ benefits in early 1999 and sought to recover the Social Security benefits paid to the Maloneys between January 1997 and February 1999. In May 1999, the Maloneys filed a timely request pursuant to 20 C.F.R. § 404.909(a)(1) for reconsideration of the SSA’s decision to suspend benefits. The Maloneys filed several subsequent formal and informal requests for reconsideration and for a hearing before an Administrative Law Judge. 2

In March 2001, the SSA notified Peter Maloney that his benefits were being reinstated effective December 1999, when he became seventy years of age, but the SSA would withhold his benefit payments for six months in order to recoup what the SSA considered an overpayment of benefits between January 1997 and February 1999. Peter Maloney filed simultaneous requests for (1) reconsideration of this decision and (2) a new hearing. The SSA responded to these requests with an explanation of the procedures for requesting a *73 hearing and subsequently, in March 2002, requested the Maloneys’ income tax returns for 1998 and 1999. Plaintiffs responded by filing this action in the District Court.

The SSA then issued a reconsideration decision in September 2002, denying plaintiffs’ request for past Social Security benefits because plaintiffs had not established that Peter Maloney was retired during the relevant time period. On the basis of this determination, the SSA concluded that the Maloneys were not entitled to benefits pri- or to December 1999, the date when Peter Maloney reached the age of seventy. In addition, the SSA attributed its delayed resolution of plaintiffs’ claims for benefits on the Maloneys’ conduct, specifically their failure to provide the SSA with information, such as the Maloneys’ tax returns, necessary to determine whether Peter Ma-loney had, in fact, retired in October 1996. The Maloneys requested a hearing following the SSA’s September 2002 determination but failed to use the proper Form HA-501. In September 2003, the SSA held a hearing which resulted in an October 2003 decision fully favorable to plaintiff, finding that Peter Maloney was retired as of October 1996 and entitled to benefits as of that date. Despite the favorable ruling, plaintiffs decided to continue with this action.

Plaintiffs’ complaint asserts several causes of action against the defendants, including claims under the Age Discrimination Act, 42 U.S.C. §§ 6101-6107; the Social Security Act, 42 U.S.C. § 401 et seq.; various civil rights statutes, specifically 42 U.S.C. §§ 1983, 1985, 1986; and directly under the Fourth, Fifth, and Fourteenth Amendments to the Constitution.

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517 F.3d 70, 2008 U.S. App. LEXIS 3623, 102 Fair Empl. Prac. Cas. (BNA) 1280, 2008 WL 451161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maloney-v-social-security-administration-ca2-2008.