Mary Sue Estes v. Railroad Retirement Board

776 F.2d 1436, 1985 U.S. App. LEXIS 24227
CourtCourt of Appeals for the Ninth Circuit
DecidedNovember 22, 1985
Docket85-7075
StatusPublished
Cited by22 cases

This text of 776 F.2d 1436 (Mary Sue Estes v. Railroad Retirement Board) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mary Sue Estes v. Railroad Retirement Board, 776 F.2d 1436, 1985 U.S. App. LEXIS 24227 (9th Cir. 1985).

Opinions

PREGERSON, Circuit Judge:

Mary Sue Estes appeals the denial of her application for disability benefits under provisions of the Railroad Retirement Act of 1974 (RRA) authorizing payment of an annuity to the child of a deceased employee covered by the RRA if the child was disabled before reaching the age of twenty-two.1 The Railroad Retirement Board (RRB) denied Estes’ application on the ground that she was not disabled before she was twenty-two. We reverse.

[1437]*1437BACKGROUND

Estes, the child of a covered employee, was born on March 22, 1955. She currently suffers from chronic multiple sclerosis and is confined to a wheelchair. A review of the facts is necessary to determine whether Estes was disabled when she reached her twenty-second birthday on March 22, 1977.

The medical evidence establishes that Estes was afflicted with multiple sclerosis by 1973. When it was first diagnosed in 1976, the disease had already caused Estes to suffer severe symptoms: foot-drop, visual problems, sensory defects in the lower extremities, and abnormal fatigue. In July of 1976, Estes was hospitalized and treated with adrenocorticotrophic hormone (ACTH); her symptoms improved slightly.

She attended school that summer but because of her physical condition was only able to take afternoon classes. In the fall of 1976, she obtained work as a clerk at a ear dealership. Again, her illness severely hindered her efforts; she was easily fatigued and neglected her work. Estes testified that she was able to continue working only because a sympathetic supervisor assumed some of her tasks.

After Estes turned twenty-two her condition worsened. She was again hospitalized in July of 1977 with persistent numbness in her right hand and foot as well as pain in moving her right eye. Her symptoms were again treated with ACTH. She thereafter left her job at the car dealership, and since then has only briefly held two part-time jobs. She attended college intermittently until 1979.

As is generally true of multiple sclerosis victims, Estes’ progressively disabling condition was characterized by periods of remission and exacerbation. Between 1976 and 1980, Estes suffered numerous symptoms of varying severity. In periods of remission some of her symptoms would regress or even disappear. Her condition, however, deteriorated markedly in the first half of 1980 and in April of that year she was deemed disabled by the Social Security Administration when she applied for Social Security disability benefits.2

Estes then applied for a disabled child’s annuity under the RRA on September 8, 1981. The application was initially denied by the Bureau of Retirement Claims and later upheld on reconsideration by the Bureau. The denial was sustained at a hearing before an appeals referee, who determined that Estes was not “disabled” until May of 1980. This decision was affirmed by the RRB over a strong dissent. Estes then appealed to this court.

DISCUSSION

A. Standard of Review

This Court will not set aside a decision of the RRB “if it is supported by substantial evidence, is not arbitrary and has a reasonable basis in law.” Akins v. Railroad Retirement Board, 721 F.2d 652, 653 (9th Cir.1983); Lowe v. Railroad Retirement Board, 294 F.2d 115, 116 (9th Cir.1961) (per curiam).

B. Eligibility

At the outset we address the proper standard for determining Estes’ eligibility for benefits under the RRA. 45 U.S.C. § 231a(d)(l)(iii) entitles the child of a covered employee to benefits if the child is “under a disability which began before he attained the age of twenty-two.” Under the RRB regulations, a person is under a “disability” if he or she is unable to regularly perform “the substantial and material duties of any regular and gainful employment.” 20 C.F.R. § 208.17(a).3 According[1438]*1438ly, we must determine whether Estes’ condition prevented her from regularly engaging in substantial gainful employment prior to March 22, 1977.

C. Onset of the Disability

In applying the RRA disability standard to the facts of this case, we note that its interpretation is before us for the first time. Language identical to the RRA standard, however, appears in the disability provisions of the Social Security Act (SSA). 42 U.S.C. § 402(d)(1)(B) (applicant must be “under a disability ... which began before he attained the age of 22”). Similarly, the SSA standard for disability is whether the applicant can “engage in any substantial gainful activity____” 42 U.S.C. § 423(d). Accordingly, the RRB itself uses the Social Security Administration’s regulations in determining disability under the RRA, and SSA cases are persuasive precedent in RRA disability cases. See, e.g., Goodwin v. Railroad Retirement Board, 546 F.2d 1169, 1172 (5th Cir.1977); Parker v. Railroad Retirement Board, 441 F.2d 460, 463 n. 6 (7th Cir.1971); Duncan v. Railroad Retirement Board, 375 F.2d 915, 917-18 (4th Cir.1967). In particular, we find the Sixth Circuit’s well-reasoned application of the SSA standard to a multiple sclerosis victim in Parish v. Califano, 642 F.2d 188 (6th Cir.1981), directly applicable to the facts in this case.

There is no dispute that Estes is now disabled by multiple sclerosis and that the condition existed before she was twenty-two. The RRB contends, however, that the condition did not become disabling until after Estes reached twenty-two; that is, she was able to engage in substantial gainful employment up to March 22, 1977.

The record indicates that before Estes was twenty-two she had experienced foot-drop, sensory problems in both lower extremities, visual problems in her left eye, and abnormal fatigue. While she worked at a car dealership for several months prior to her twenty-second birthday, her illness rendered her job performance inadequate. The appeals referee, while noting that healthy activity occurred “[i]n the periods of remission of her disease,” nevertheless found that the condition had not become disabling until 1980.

This conclusion is untenable in light of Parish, which is the only case under the RRA or SSA applying an age requirement to a progressively disabling disease like multiple sclerosis. The question before the Parish

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Mary Sue Estes v. Railroad Retirement Board
776 F.2d 1436 (Ninth Circuit, 1985)

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776 F.2d 1436, 1985 U.S. App. LEXIS 24227, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mary-sue-estes-v-railroad-retirement-board-ca9-1985.