Marsha S. v. Frank Bisignano

District Court, N.D. Texas·Decided August 5, 2026·No. 3:25-cv-02388·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF TEXAS DALLAS DIVISION

MARSHA S.,1 § § Plaintiff, § § v. § § Civil Action No. 3:25-CV-02388-BU FRANK BISIGNANO, § § Defendant. § § §

MEMORANDUM OPINION AND ORDER Before the Court is Plaintiff’s appeal of the Social Security Administration’s denial of Disability Insurance Benefits (DIB) under Title II of the Act, 42 U.S.C. §§ 416(i), 423, and Supplemental Security Income (SSI) under Title XVI of the Act, 42 U.S.C. § 1382c(a)(3). For the reasons explained below, the Court AFFIRMS the decision of the Commissioner of Social Security. I. JURISDICTION The Court has subject matter jurisdiction under 42 U.S.C. § 405(g) because Plaintiff seeks judicial review of the final decision of the Commissioner. Dkt. Nos. 12 at 4; 7-1 at 6. Venue is proper in the Northern District of Texas, Dallas Division, because Plaintiff resides in Dallas County, Texas. Dkt. No. 1 at 1; 42 U.S.C. § 405(g). This case was automatically referred to the undersigned with a designation to exercise the district court’s

1 Due to concerns regarding the privacy of sensitive personal information available to the public through opinions in Social Security cases, Plaintiff is identified only by first name and last initial. full jurisdiction and conduct all proceedings in this case upon the consent of the parties. See Special Order No. 3-350 (N.D. Tex. Sept. 11, 2023).

II. BACKGROUND

Plaintiff alleges that she became disabled on October 25, 2019. Dkt. No. 12 at 2; Administrative Record, Dkt. No. 7-1 (Tr.) at 17. She was fifty-two years old on the alleged onset date. Dkt. No. 19 at 3 n.1. At the time of the Commissioner’s final October 2024 decision, Plaintiff’s past relevant work (PRW) consisted of employment as a Claims Clerk I for State Farm Mutual. 2 Tr. 28.

2 The Court notes that Social Security Ruling (“SSR”) 24-2p, which rescinds SSR 86-8 and rescinds and replaces 82-61 and 82-62, changed the relevant time period requirement for past relevant work (PRW) from fifteen years to five years. See SSR 24-2p, 89 Fed. Reg. 48479, 2024 WL 3291790, at *3 (S.S.A. June 6, 2024). SSR 24-2p became effective on June 22, 2024. (Id. at *48479 & n.1.)

SSR 24-2p applicability is as follows:

We will use this SSR beginning on its applicable date. We will apply this SSR to new applications filed on or after the applicable date of the SSR and to claims that are pending on and after the applicable date. This means that we will use this SSR on and after its applicable date in any case in which we make a determination or decision. We expect that Federal courts will review our final decisions using the rules that were in effect at the time we issued the decisions. If a court reverses our final decision and remands a case for further administrative proceedings after the applicable date of this SSR, we will apply this SSR to the entire period at issue in the decision we make after the court's remand.

SSR 24-2p at 48479 n.1; see also Buescher v. Comm’r, Soc. Sec. Admin., No. 4:24-CV-538-BJ, 2025 WL 1931948, at n.4 (N.D. Tex. July 14, 2025).

Accordingly, although not applicable when the ALJ made her first decision on February 2, 2024, SSR 24-2p did apply when she made her second decision on October 22, 2024. Accordingly, the ALJ reviewed all PRW experience during the timeframe of October 22, 2019, through October 22, 2024. Compare TR. 144 with TR. 19. The ALJ properly found that Plaintiff had PRW as a claims clerk I at State Farm Mutual from April 2016 to October 25, 2019. See Tr. 28, 340, 347. Although Plaintiff’s last day of substantial gainful employment—October 25, 2019—was barely within the relevant timeframe, Plaintiff’s work at State Farm Mutual classifies as PRW under SSR 24-2p. See also SSR 24-2p at 48480 (defining PRW). Plaintiff filed applications for Disability Insurance Benefits (DIB) and Supplemental Security Income (SSI) on November 3, 2020. Dkt. No. 12 at 2; Tr. 29. The

Social Security Administration denied her applications initially in January 2022 and again upon reconsideration in June 2023. Dkt. No. 18 at 1. Administrative Law Judge (ALJ) Lisa A. Bentley issued an unfavorable decision on February 2, 2024. Tr. 142–53. The Appeals Council granted Plaintiff’s request for review, vacated that decision, and remanded the case for further proceedings. Tr. 161. The Appeals Council concluded that the ALJ’s finding that Plaintiff could perform her PRW was not

supported by the residual functional capacity (RFC) assessment because the RFC limited Plaintiff to understanding and remembering detailed instructions, while the ALJ had classified Plaintiff’s PRW as a claims adjuster—a skilled occupation requiring the performance of more complex tasks. Id. The Appeals Council therefore directed the ALJ, among other things, to:

Give further consideration to whether the claimant has past relevant work and, if so, can perform it (20 CFR 404.1560(a)-(b) and 416.960(a)-(b)). If warranted, obtain vocational expert evidence to assist in evaluating whether the claimant can perform past relevant work.

Id. at 162.

On remand, the ALJ conducted a second hearing; the ALJ received testimony from Plaintiff, who was represented by counsel, as well as testimony from a second vocational expert testified. Tr. 73–100. On October 22, 2024, the ALJ again issued an unfavorable decision. Tr. 17–29. This time, however, the ALJ reclassified Plaintiff’s PRW as a Claims Clerk I rather than a claims adjuster, as discussed in greater detail below. Tr. 28–29. The Appeals Council denied Plaintiff’s request for review, rendering the October 22, 2024 decision the Commissioner’s final decision. Tr. 1–6. Plaintiff then timely filed this action

seeking judicial review. A. Overview of ALJ’s Decision Following the second hearing, the ALJ again concluded that Plaintiff was not disabled under the Social Security Act. Specifically, the ALJ found that: (1) Plaintiff met the insured status requirements of the SSA through December 31, 2025, (2) Plaintiff had not engaged in substantial gainful activity since October 25, 2019, (3) Plaintiff suffered the

following severe impairments: obesity, bilateral hip degenerative joint disease, bilateral knee degenerative joint disease, lumbar degenerative disc disease, and bilateral shoulder disorder, and (4) none of these impairments, alone or in combination, met or medically equaled the severity of one of the listed impairments in the Social Security Regulations.3 Tr. 19–23.

The ALJ next determined that Plaintiff retained the residual functional capacity (RFC) to perform sedentary work as defined in 20 C.F.R. §§ 404.1567(a) and 416.967(a), subject to the following limitations: [R]equires a cane to ambulate through the workplace; never climb ladders, ropes, or scaffolds; never crawl and kneel; occasionally balance, stoop, crouch, and climb ramps/stairs; unable to work in an environment with concentrated vibration or extreme temperatures; cannot work in proximity to hazards; occasionally operate foot controls bilaterally; occasional overhead reaching bilaterally; can tolerate frequent changes to workstation or job tasks.4

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Marsha S. v. Frank Bisignano, (N.D. Tex. 2026).

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