Schaar v. O'Malley

CourtDistrict Court, E.D. Wisconsin
DecidedMarch 20, 2024
Docket1:22-cv-01463
StatusUnknown

This text of Schaar v. O'Malley (Schaar v. O'Malley) is published on Counsel Stack Legal Research, covering District Court, E.D. Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schaar v. O'Malley, (E.D. Wis. 2024).

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF WISCONSIN

BRIAN JOSEPH SCHAAR,

Plaintiff,

v. Case No. 22-CV-1463-SCD

MARTIN J. O’MALLEY, Commissioner of the Social Security Administration,

Defendant.

DECISION AND ORDER

Pursuant to a continuing eligibility review, Brian Joseph Schaar’s social security disability benefits ended effective July 1, 2016. Schaar sought judicial review, and the district court remanded his case in December 2020. Schaar also reapplied for benefits in the interim. Considering both the cessation of benefits and reapplication, the Commissioner again concluded that Schaar no longer met the eligibility criteria. Schaar filed this appeal, arguing the ALJ failed to adequately account for his mental-health limitations in determining his work-related restrictions and identifying available jobs. For the reasons that follow, I will affirm the denial of disability benefits. BACKGROUND I. Procedural Background The Social Security Administration found Schaar disabled due to bipolar disorder in October 2004. R. 368–69.1 Pursuant to a routine review, the agency determined Schaar was

1 The administrative transcript is filed on the docket at ECF No. 14-1 to 14-22. no longer disabled as of July 2016 and terminated his benefits effective September 2016. R. 104–05. While judicial review was pending, Schaar reapplied for benefits—submitting both a Title II application for a period of disability insurance benefits and a Title XVI application for supplemental security income. R. 546, 744, 746. He alleged a disability onset date of July

2, 2016. R. 744, 746. After the district court remanded Schaar’s cessation case, the Appeals Council consolidated the new applications with the remanded matter. R. 546. On remand, the ALJ held a hearing on June 16, 2021, and issued another unfavorable decision on August 27, 2021. R. 362–97, 398–433. Because this case involves both new applications and denial of benefits after a continuing disability review, the usual five-step process does not apply. With respect to the continuing review, the adjudicator must determine whether medical improvement has occurred that would impact the ability to work. See 20 CFR 404.1594(f)(3)–(4). If so, the same key analyses apply, i.e., determinations of what severe impairments the claimant has, whether any impairments meet a listing, what residual

functional capacity (RFC) the claimant holds, and whether jobs are available in the national economy that can be performed by someone with the claimant’s RFC. Compare 20 C.F.R. § 404.1520 (standard five-step process) with 20 C.F.R. § 404.1594(f) (continuing disability review steps). Here, the ALJ determined that Schaar had not engaged in substantial gainful employment and still suffered from bipolar disorder, but also identified the following medically determinable impairments: post-traumatic stress disorder (PTSD), degenerative disc disease, history of right humeral fracture, and osteoporosis. R. 369. The ALJ observed that none of these impairments or combination of impairments met or medically equaled the

severity of a presumptively disabling impairment. R. 369. In fact, the ALJ found that Schaar 2 experienced medical improvement related to the ability to work because Schaar’s original impairment (bipolar disorder) no longer met or medically equaled the same listing as was met when benefits were awarded. R. 373; see also 20 CFR § 404.1594(c)(3)(i). The ALJ found Schaar to have the RFC to perform light work with the following limitations:

no climbing ladders, ropes, and scaffolds; occasional climbing of ramps and stairs; occasional stooping, kneeling, crouching, and crawling; and frequent reaching, handling, and fingering with the right (dominant) upper extremity. The claimant is limited to simple, routine tasks in jobs with no inflexible or fast paced production requirements. The claimant can maintain focus, persistence, and pace for simple, routine tasks for two-hour periods throughout an 8-hour workday. The claimant is limited to jobs involving simple decision making and few, if any, workplace changes; limited to jobs that can be performed independently and that do not involve tandem tasks or collaboration with others; and involve occasional interaction with supervisors, coworkers, and the public. Because Schaar had no past relevant work, the ALJ proceeded to analyze Schaar’s age, education, work experience, and RFC. R. 385. The ALJ found that Schaar was and continues to be able to perform a significant number of jobs in the national economy. R. 385–87. Therefore, the ALJ concluded that Schaar’s disability ended on July 1, 2016, and Schaar has not become disabled again since that date. R. 387. The Appeals Council declined to assume jurisdiction over the case, making the latest ALJ decision the final decision of the Commissioner. R. 354–61. On December 6, 2022, Schaar filed this action seeking judicial review of the Commissioner’s decision. See ECF No. 1. The matter was reassigned to me after all parties consented to magistrate-judge jurisdiction under 28 U.S.C. § 636(c) and Fed. R. Civ. P. 73(b). See ECF Nos. 4, 7, 8. Schaar filed a brief in support of his disability claim, ECF No. 21; the Acting Commissioner of the Social Security Administration filed a brief in support of the ALJ’s decision, ECF No. 29; and Schaar filed a brief in reply, ECF No. 30. 3 II. Personal and Medical Background Schaar exclusively appeals the mental-health related aspects of the RFC determination. He challenges how the ALJ evaluated and adopted certain psychological opinions, as well as whether the RFC adequately addresses the limitations outlined therein.

Schaar does not allege that the experts who developed those opinions failed to adequately encapsulate his limitations. For these reasons, a recitation of Schaar’s personal and medical background is unnecessary and will be addressed throughout the opinion as relevant. That being said, I will briefly introduce the four psychological opinions at issue. First, the ALJ gave “some weight” to the April 2017 opinions of the consultative psychological examiner: Steve Krawiec, Ph.D. R. 384. Dr. Krawiec opined, among other findings, that the claimant may have difficulty working around others if the occupation had a likelihood of negativity and that the claimant’s response to such negativity would likely result in difficulty persisting at tasks and maintaining adequate pace. R. 264–68. The remaining three opinions at issue come from the state agency psychological

consultants: Soumya Palreddy, PhD, Robert Barthell, PsyD, and Therese Harris, PhD. See R. 382 (citing R. 303–05, 496–98, 526–28). The ALJ assigned “significant weight” to the common conclusion in these three opinions that Schaar “retains the capacity for unskilled work.” R. 382. The ALJ observed that Drs. Palreddy, Barthell, and Harris all found a mild limitation in Schaar’s ability to understand, remember, and apply information and a moderate limitation in his ability to concentrate, persist, or maintain pace. R. 382. But Dr. Palreddy found only a mild limitation in Schaar’s ability to adapt and manage himself, while Drs. Barthell and Harris assigned a moderate limitation in this category. R. 382. And Dr.

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Schaar v. O'Malley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schaar-v-omalley-wied-2024.