Robert Conway v. Martin O'Malley

96 F.4th 1275
CourtCourt of Appeals for the Ninth Circuit
DecidedMarch 26, 2024
Docket22-35427
StatusPublished
Cited by4 cases

This text of 96 F.4th 1275 (Robert Conway v. Martin O'Malley) 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
Robert Conway v. Martin O'Malley, 96 F.4th 1275 (9th Cir. 2024).

Opinion

FOR PUBLICATION

UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT

ROBERT CONWAY, No. 22-35427

Plaintiff-Appellant, D.C. No.3:21-cv- v. 00712-HZ

MARTIN J. O’MALLEY, Commissioner of Social Security, OPINION

Defendant-Appellee.

Appeal from the United States District Court for the District of Oregon Marco A. Hernandez, Chief District Judge, Presiding

Argued and Submitted April 19, 2023 Portland, Oregon

Filed March 26, 2024

Before: Johnnie B. Rawlinson and Jennifer Sung, Circuit Judges, and Brian M. Morris, * District Judge.

Opinion by Judge Sung; Dissent by Judge Rawlinson

* The Honorable Brian M. Morris, United States District Judge for the District of Montana, sitting by designation. 2 CONWAY V. O’MALLEY

SUMMARY **

Social Security

The panel reversed the district court’s judgment upholding the denial of social security benefits by an administrative law judge (“ALJ”), and remanded with the instruction that the district court remand to the agency for further proceedings. The ALJ found that claimant had the residual functional capacity to perform “medium work” as defined in 20 C.F.R. 404.1576(c) with some limitations. At step five of the disability determination analysis, the ALJ—relying solely on the vocational expert’s testimony—found that claimant could perform other work that existed in significant numbers in the national economy, and accordingly, denied disability benefits. Pursuant to Terry v. Saul, 998 F.3d 1010, 1014 (9th Cir. 2021), the panel presumed that the vocational expert was aware of the definition of the term “medium work,” and that the ALJ and the expert would have shared an understanding that the term “medium work” implied a six-hour standing and walking limitation. Claimant alleged that the Terry presumption was rebutted on cross-examination of the expert. The panel held that the presumption was rebuttable, and that the presumption was rebutted in this case. The expert’s significantly different responses to the ALJ’s and counsel’s

** This summary constitutes no part of the opinion of the court. It has been prepared by court staff for the convenience of the reader. CONWAY V. O’MALLEY 3

questions revealed that the expert did not understand the ALJ’s hypothetical to impliedly include a six-hour standing and walking limitation. Because of this, the expert’s response to the ALJ’s question had no evidentiary value to support the ALJ’s finding that the plaintiff can perform jobs in the national economy. The error was not harmless because the expert’s testimony compels the finding that there are not enough jobs in the medium work range that claimant can perform. Consequently, the panel remanded to the Commissioner of Social Security so that an ALJ can further develop the record and make specific findings on whether claimant had transferable work skills. Judge Rawlinson dissented because the majority opinion does not adhere to the substantial evidence standard of review and fails to give proper deference to the ALJ’s decision. She would hold that the ALJ’s decision was supported by substantial evidence.

COUNSEL

Paul M. Warren (argued) and Kevin Kerr, Kerr Robichaux & Carroll, Portland, Oregon, for Plaintiff-Appellant. Sarah E. Moum (argued), General Attorney; Matthew Pile, Associate General Counsel; Office of the General Counsel, Office of Program Litigation, Social Security Administration, Baltimore, Maryland; Renata A. Gowie, Civil Division Chief; Kevin C. Danielson, Assistant United States Attorney; Natalie K. Wight, United States Attorney; United States Department of Justice, United States Attorney’s Office, Portland, Oregon; for Defendant- Appellee. 4 CONWAY V. O’MALLEY

OPINION

SUNG, Circuit Judge:

Claimant Robert Conway appeals the district court’s judgment upholding the denial of social security benefits by an administrative law judge (“ALJ”). Reviewing de novo the district court’s decision, Leach v. Kijakazi, 70 F.4th 1251, 1254 (9th Cir. 2023), we reverse. The vocational expert’s testimony does not support the ALJ’s finding that work Conway could perform exists in significant numbers in the national economy. Because the ALJ relied on the vocational expert’s testimony in concluding that Conway was not disabled, we remand with the instruction that the district court remand the case to the agency for further proceedings. Factual and Procedural Background Conway applied for disability benefits in 2017. A state disability determination service initially evaluated Conway’s claim. State agency physicians Dr. Berner and Dr. Johnson each completed a “physical residual functional capacity assessment” for Conway. That assessment asks the physician to “rate the individual’s exertional limitations.” Both Dr. Berner and Dr. Johnson found that Conway has an exertional limitation of “Stand[ing] and/or walk[ing] (with normal breaks) for a total of: About 6 hours in an 8-hour workday.” The state service determined that Conway was not disabled. Conway disagreed with that determination and requested a hearing before an ALJ. At his hearing, the ALJ called a vocational expert to testify and asked whether there was “any medium work” for a hypothetical person of Conway’s “age, education, and past work experience, who’s limited to CONWAY V. O’MALLEY 5

medium work, SVP [Specific Vocational Preparation] 2, entry level work.” The vocational expert responded that there would be such work and provided “three sample occupations”: hospital housekeeper, laundry worker, and dishwasher. On cross-examination, Conway’s counsel asked the vocational expert, “if someone’s only able to be on their feet for six out of eight hours, maximum, would they be able to do any medium work or the jobs you listed?” The expert responded, “The three sample occupations would not comport with that additional work restriction and [sic] would be difficult for me to provide substitute unskilled, medium occupations where a worker would be capped at being on their feet no more than six hours in a workday.” After the hearing, the ALJ denied Conway’s application for benefits in a written opinion, which follows the well- established five-step disability determination analysis. See 20 C.F.R. § 416.920(a)(4). The ALJ found that Conway has two severe impairments: degenerative disease of the lumbar spine and bipolar affective disorder. The ALJ found Dr. Berner’s and Dr. Johnson’s assessments to be persuasive and supported by the record. The ALJ also found that Conway has the residual functional capacity (“RFC”) to perform “medium work as defined in 20 CFR 404.1576(c) except he is limited to simple routine tasks and entry level jobs with a specific vocational preparation level of two.” 1 At step four, the ALJ found that Conway could not perform his past work as a pipefitter. But at step five, the ALJ—relying solely on

1 An RFC is “the most [one] can still do despite [one’s] limitations.” 20 C.F.R. § 416.945(a)(1). The RFC is used at step four to determine if a claimant can do past relevant work and at step five to determine if a claimant can adjust to other work. 20 C.F.R. § 416.920(e). 6 CONWAY V. O’MALLEY

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96 F.4th 1275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-conway-v-martin-omalley-ca9-2024.