Michael E. ZAHRADNIK, Appellant, v. Louis W. SULLIVAN, Secretary of Health and Human Services, Appellee

966 F.2d 355, 1992 U.S. App. LEXIS 12078, 1992 WL 111918
CourtCourt of Appeals for the Eighth Circuit
DecidedMay 29, 1992
Docket91-1926
StatusPublished
Cited by6 cases

This text of 966 F.2d 355 (Michael E. ZAHRADNIK, Appellant, v. Louis W. SULLIVAN, Secretary of Health and Human Services, Appellee) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eighth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Michael E. ZAHRADNIK, Appellant, v. Louis W. SULLIVAN, Secretary of Health and Human Services, Appellee, 966 F.2d 355, 1992 U.S. App. LEXIS 12078, 1992 WL 111918 (8th Cir. 1992).

Opinion

LAY, Chief Judge.

This appeal arises from an application for surviving child’s insurance benefits under the Social Security Act, 42 U.S.C. § 402 (1988). The application for insurance benefits was originally brought by Delores Brown, as the natural mother and next friend of her son, Michael E. Zahradnik. 1 The Secretary of Health and Human Services (Secretary) denied benefits to Zahrad-nik on the ground that he had not independently established paternity by the alleged father/wage earner, Aage Hansen, under Oregon law and was therefore barred from claiming entitlement to benefits under the Social Security Act. The magistrate recommended affirmation of this ruling and the district court adopted the magistrate’s recommendation.

*356 A request for benefits is to be evaluated under 42 U.S.C. § 416(h)(2)(A) (1988), which holds that when considering whether or not a child is to receive insurance benefits, “the Secretary shall apply such law as would be applied in determining the devolution of intestate personal property by the courts of the State in which the insured individual ... was domiciled at the time of his death....” The administrative law judge (AU), on behalf of the Secretary, found that petitioner had failed to satisfy Oregon law on intestate succession because it had not been established by a court proceeding that Hansen was petitioner’s natural father. The AU held that even if the evidence were satisfactory to show that Hansen was petitioner’s father, benefits would be denied on the ground that the requirement under 42 U.S.C. § 416(h)(3)(C)(ii) that the wage earner had either acknowledged in writing that Zahradnik was his son or been ordered by a court to contribute to Zahradnik’s support because Zahradnik was his child had not been fulfilled. On appeal, the petitioner limits his claim to a request for benefits under 42 U.S.C. § 416(h)(2)(A). 2

We find that the AU misconstrued Oregon law and hold that under Oregon law petitioner may establish his right to inherit in a proceeding for social security benefits without having first had paternity established in an independent state paternity suit. We further find that Zahradnik has established that Hansen was his father for purposes of inheriting under Oregon law and that substantial evidence does not exist on the record as a whole to substantiate the Secretary’s denial of benefits. We therefore vacate the judgment below and remand this claim to the Secretary with directions that judgment be entered in favor of the petitioner.

The AU recognized that under 42 U.S.C. § 416(h)(2)(A) the Secretary must apply the law that “would be applied in determining the devolution of intestate personal property by the courts of the State ... in which the insured individual was domiciled at the time of his death....” There exists no dispute that Oregon was Hansen’s domicile on the date of his death. The AU then reviewed Oregon Revised Statutes section 112.105 (1989), which reads in relevant part:

(1) For all purposes of intestate succession, full effect shall be given to all relationships as described in ORS 109.-060, except as otherwise provided by law in the case of adoption.
(2) For all purposes of intestate succession and for those purposes only, before the relationship of father and child and other relationships dependent upon the establishment of paternity shall be given effect under Section 1 of the section:
(a) The paternity of the child shall have been established under ORS 109.-070 during the lifetime of the child or;
(b) The father shall have acknowledged himself to be the father in a writing signed by him during the lifetime of the child.

The AU held that section 112.105(2)(b) was not satisfied on the ground that there was no evidence that Hansen had ever acknowledged that he was Zahradnik’s father. The AU then turned to section 109.070 (1989), which reads:

The paternity of a person may be established as follows:
(1) The child of a wife cohabitating with her husband who was not impotent or sterile at the time of the conception of the child, shall be conclusively presumed to be the child of her husband, whether or not the marriage of the husband and wife may be void.
(2) A child born in wedlock, there being no decree of separation from bed or board, shall be presumed to be the child of the mother’s husband, whether or not the marriage of husband and *357 wife may be void. This is a disputable presumption.
(3) By the marriage of the parents of the child after the birth of the child.
(4) By filiation proceedings.
(5) By - joint declaration of paternity filed with the Vital Statistics Unit of the Health Division of the Department of Human Resources in the form approved by the state registrar and with the fee prescribed in ORS 482.145. The Vital Statistics Unit shall prepare a new birth certificate under the procedure established by ORS 432.420.
(6) By paternity being established or declared by other provision of law.

The AU viewed section 109.070(l)-(5) as clearly inapplicable in light of the evidence adduced. In his consideration of whether petitioner met the requirement of subsection (6), the AU found that petitioner failed to initiate any action under section 109.070 or any other Oregon statute to establish paternity. He therefore found that petitioner was precluded from claiming the right to lawful inheritance from the wage earner under Oregon law.

We conclude that the AU erred as a matter of law in requiring Zahradnik to have established paternity in an independent state court proceeding. The AU failed to follow settled Oregon case law construing sections 109.070(6) and 112.-105(2)(a). In Thorn v. Bailey, 257 Or. 572, 481 P.2d 355 (1970), the Oregon Supreme Court allowed establishment of paternity through a declaratory judgment action in a probate proceeding to revoke a decedent’s will. The court found nothing that demonstrated a legislative intent

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966 F.2d 355, 1992 U.S. App. LEXIS 12078, 1992 WL 111918, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-e-zahradnik-appellant-v-louis-w-sullivan-secretary-of-health-ca8-1992.