Mertz v. Harris

497 F. Supp. 1134, 1980 U.S. Dist. LEXIS 13499
CourtDistrict Court, S.D. Texas
DecidedSeptember 10, 1980
DocketCiv. A. B-78-164
StatusPublished
Cited by8 cases

This text of 497 F. Supp. 1134 (Mertz v. Harris) is published on Counsel Stack Legal Research, covering District Court, S.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mertz v. Harris, 497 F. Supp. 1134, 1980 U.S. Dist. LEXIS 13499 (S.D. Tex. 1980).

Opinion

MEMORANDUM AND ORDER

KAZEN, District Judge.

Plaintiff brings this action individually and on behalf of all other persons similarly situated and seeks to have this Court declare Section 202(f)(1) of the Social Security Act, 42 U.S.C. § 402(f)(1) unconstitutional. Mr. Mertz has been denied survivor’s benefits under section 402(f)(1) solely on the basis of his sex: he is a widower and not a widow. In denying the Plaintiff benefits which would flow automatically to an identically situated widow, this section of the Social Security Act is said to have violated the equal protection guarantees of the due process clause of the Fifth Amendment to the United States Constitution. 1 Plaintiff seeks reversal of the Defendant’s decision denying him benefits and requests declaratory and injunctive relief against the enforcement of 42 U.S.C. § 402(f)(1) to the extent that it discriminates against individuals on the basis of sex. Additionally, the Plaintiff seeks certification of a class of similarly situated widowers.

Facts

Plaintiff and Mary Mertz were married in 1944 and remained husband and wife until her death in 1963. During their marriage, Mrs. Mertz worked and made maximum contributions to Social Security. At the time of her death in 1963, she was a fully insured individual under Title II of the Social Security Act.

*1137 Mr. Mertz is a sixty-eight year old resident of Corpus Christi, Texas. Because he was an employee of the United States Postal Service, he was not covered by the Social Security Act and therefore is not entitled to social security benefits based on his own work record. In 1967, the Plaintiff remarried, but was divorced in 1975 at age sixty-three. On October 4, 1977, Mr. Mertz applied for widower’s benefits on Mary Mertz’s work record. His application for widower’s benefits was rejected on the grounds that because he remarried subsequent to the death of Mary Mertz, he failed to meet the requirements of 42 U.S.C. § 402(f)(1)(A). A widow who remarries, is divorced, and subsequently applies for widow’s benefits would be entitled to those benefits under section 402(e)(1). Thus, if Mr. Mertz were a widow instead of a widower, he would be entitled to benefits under the statutory scheme of the Social Security Act.

After his reconsideration application was denied, the Plaintiff and the Defendant entered into an agreement whereby the parties waived the requirement that Plaintiff exhaust his administrative remedies before seeking judicial review of the Defendant’s determination. The Plaintiff thereafter brought this present action within sixty days from the date said agreement was entered into, and this Court therefore has jurisdiction of this action under 42 U.S.C. § 405(g).

Class Certification Issues

Plaintiff seeks to represent a class composed of all applicants for widower’s insurance benefits under 42 U.S.C. § 402(f)(1) whose “applications, requests for reconsideration, hearings or Appeals Council reviews have been denied solely because of the statutory requirement of 42 U.S.C. § 402(f)(1)(A) that widowers may not have remarried in order to claim on an individual who died fully insured; and who received notices of such denials mailed to applicants on or after the sixtieth (60th) day prior to June 29, 1978. (The date plaintiff’s action was filed).” Because the Social Security Act imposes certain restrictions on this Court’s jurisdiction, the class Plaintiff seeks to represent must by definition be limited to only those individuals who meet the jurisdictional requirements of 42 U.S.C. § 405(g).

Under section 405(g), judicial review may be obtained only by those individuals who (1) have made application for benefits to the Secretary of Health and Human Resources (or its predecessor, the Secretary of Health, Education and Welfare); (2) have received a final decision from the Secretary made after a hearing; (3) have exhausted their administrative remedies; (4) have commenced their civil actions or review within sixty days of the mailing of the notice of the decision or such further time as the Secretary may allow; and (5) have filed their action in the appropriate district court. See Mathews v. Eldridge, 424 U.S. 319, 96 S.Ct. 893, 47 L.Ed.2d 18 (1976). All but the first of these requirements may be waived by the Secretary. Because the only issue presented in this case is whether or not section 402(f)(1) is constitutional, the Secretary has waived the requirement that Plaintiff exhaust his administrative remedies before seeking judicial review. The Court finds that the Defendant has also waived the exhaustion requirement as to all class members because it would be a futile effort to require all claimants to exhaust their administrative remedies before challenging § 402(f)(1) solely on constitutional grounds. Additionally, the Defendant has not objected to the appropriateness of venue in this Court and therefore has waived whatever defects may exist. Id. at 328 n.9, 96 S.Ct. at 899 n.9. This Court therefore, has jurisdiction over all class members who have made application for widower’s benefits under 402(f)(1), whose application has been denied on the basis of section 402(f)(1)(A) and who have received notices of such denials mailed to them on or after the sixtieth (60th) day prior to the date Plaintiff’s action was filed, that being June 29, 1978.

The Defendant opposes class certification on the ground that the Social Securi *1138 ty Act does not lend itself to class relief. The contention is that the congressional intent behind the statutory scheme of the Social Security Act is to award benefits on a case-by-case determination and that therefore class actions in the social security area are inappropriate. This argument, however, was clearly rejected by the United States Supreme Court in Califano v. Yamasaki, 442 U.S. 682, 99 S.Ct. 2545, 61 L.Ed.2d 176 (1979). In Yamasaki, the Court held that “where the district court has jurisdiction over the claims of the members of the class in accordance with the requirements set out in section 205(g), it also has the discretion under Fed.Rule Civ.Proc. 23 to certify a class action for the litigation of those claims.” Id. at 701, 99 S.Ct. at 2558.

Defendant also objects to class certification on the grounds that the Plaintiff has failed to satisfy the numerosity requirement of Rule 23 and that he has improperly defined the class.

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Cite This Page — Counsel Stack

Bluebook (online)
497 F. Supp. 1134, 1980 U.S. Dist. LEXIS 13499, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mertz-v-harris-txsd-1980.