Shannon Marie Albertson v. Commissioner of Social Security Administration

District Court, D. Arizona·Decided February 20, 2026·No. 2:24-cv-02708·Unknown

Opinion

WO

Shannon Marie Albertson, No. CV-24-02708-PHX-JAT

Plaintiff, ORDER

v.

Commissioner of Social Security Administration, Defendant. Pending before the Court is Plaintiff Shannon Marie Albertson’s appeal from the Commissioner of the Social Security Administration’s (“SSA,” “Commissioner,” or “Defendant”) denial of Social Security benefits. (Doc. 12-2). The appeal is fully briefed (Doc. 15; Doc. 17; Doc. 18), and the Court now rules. A. Factual Overview Plaintiff was 45 years old on her date last insured of September 30, 2023. (Doc. 12- 2 at 26; Doc. 15 at 4). She has a high school education and a history of past relevant work as a server. (Doc.15 at 4). On October 18, 2021, Plaintiff filed a Title II application for a period of disability and disability insurance benefits, alleging disability beginning February 28, 2018. (Doc. 12-2 at 24). After an administrative hearing, an Administrative Law Judge (“ALJ”) denied Plaintiff’s claim. (Id. at 34). The Appeals Council denied Plaintiff’s request for review and adopted the ALJ’s decision as the agency’s final decision. (Id. at 8). Plaintiff filed the present appeal following this unfavorable decision. (Doc. 1). B. The SSA’s Five-Step Evaluation Process To qualify for social security disability insurance benefits, a claimant must show that he “is under a disability.” 42 U.S.C. § 423(a)(1)(E). To be “under a disability,” the claimant must be unable to engage in “substantial gainful activity” due to any medically determinable physical or mental impairment. Id. § 423(d)(1). The impairment must be of such severity that the claimant cannot do his previous work or any other substantial gainful work within the national economy. Id. § 423(d)(2). The SSA has created a five-step sequential evaluation process for determining whether an individual is disabled. See 20 C.F.R. § 404.1520(a)(1). The steps are followed in order, and each step is potentially dispositive. See id. § 404.1520(a)(4). At Step One, the ALJ determines whether the claimant is engaging in “substantial gainful activity.” Id. § 404.1520(a)(4)(i). “Substantial gainful activity” is work activity that is (1) “substantial,” i.e., doing “significant physical or mental activities,” and (2) “gainful,” i.e., usually done “for pay or profit.” 20 C.F.R. § 416.972(a)–(b). If the claimant is engaging in substantial gainful work activity, the ALJ will find the claimant is not disabled. Id. § 404.1520(a)(4)(i). At Step Two, the ALJ determines whether the claimant has “a severe medically determinable physical or mental impairment” or severe “combination of impairments.” Id. § 404.1520(a)(4)(ii). To be “severe,” the claimant’s impairment must “significantly limit” the claimant’s “physical or mental ability to do basic work activities.” Id. § 404.1520(c). If the claimant does not have a severe impairment or combination of impairments, the ALJ will find the claimant is not disabled. Id. § 404.1520(a)(4)(ii). At Step Three, the ALJ determines whether the claimant’s impairment(s) “meets or equals” an impairment listed in Appendix 1 to Subpart P of 20 C.F.R. Part 404. Id. § 404.1520(a)(4)(iii). If so, the ALJ will find the claimant is disabled, but if not, the ALJ must assess the claimant’s “residual functional capacity” (“RFC”) before proceeding to Step Four. Id. §§ 404.1520(a)(4)(iii), 404.1520(e). The claimant’s RFC is his ability perform physical and mental work activities “despite [his] limitations,” based on all relevant evidence in the case record. Id. § 404.1545(a)(1). To determine RFC, the ALJ must consider all the claimant’s impairments, including those that are not “severe,” and any related symptoms that “affect what [the claimant] can do in a work setting.” Id. § 404.1545(a)(1)–(2). At Step Four, the ALJ determines whether the claimant has the RFC to perform the physical and mental demands of “his past relevant work.” Id. §§ 404.1520(a)(4)(iv), 404.1520(e). “Past relevant work” is work the claimant has “done within the past five years that was substantial gainful activity and that lasted long enough for [the claimant] to learn to do it.” Id. § 404.1560(b)(1)(i). If the claimant has the RFC to perform his past relevant work, the ALJ will find the claimant is not disabled. Id. § 404.1520(a)(4)(iv). If the claimant cannot perform his past relevant work, the ALJ will proceed to Step Five in the sequential evaluation process. At Step Five, the final step, the ALJ considers whether the claimant “can make an adjustment to other work,” considering his RFC, age, education, and work experience. Id. § 404.1520(a)(v). If so, the ALJ will find the claimant not disabled. Id. If the claimant cannot make this adjustment, the ALJ will find the claimant is disabled. Id. C. The ALJ’s Application of the Factors Here, at Step One, the ALJ concluded that Plaintiff did not engage in substantial gainful activity during the period from her alleged onset date of February 28, 2018 through her date last insured of September 30, 2023. (Doc. 12-2 at 26). At Step Two, the ALJ determined that Plaintiff had the following severe impairments: “systemic lupus erythematosus and rheumatoid arthritis.” (Id.) At Step Three, the ALJ found that Plaintiff did not have an impairment or combination of impairments that met or medically equaled the severity of one of the listed impairments in 20 C.F.R. Part 404, Subpart P, Appendix 1. (Doc. 12-2 at 29). The ALJ then found that Plaintiff had the RFC

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Shannon Marie Albertson v. Commissioner of Social Security Administration, (D. Ariz. 2026).

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