Yates v. Califano

471 F. Supp. 84, 1979 U.S. Dist. LEXIS 14850
CourtDistrict Court, W.D. Kentucky
DecidedJanuary 25, 1979
DocketC 77-0323-L(B)
StatusPublished
Cited by1 cases

This text of 471 F. Supp. 84 (Yates v. Califano) is published on Counsel Stack Legal Research, covering District Court, W.D. Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Yates v. Califano, 471 F. Supp. 84, 1979 U.S. Dist. LEXIS 14850 (W.D. Ky. 1979).

Opinion

MEMORANDUM

BALLANTINE, District Judge.

This is an appeal from the decision of the Secretary of the Department of Health, Education and Welfare (Secretary) denying benefits. It is apparently a case of first impression.

Plaintiff and Betty Yates were married in 1947. Six children, five of whom survived, were born to plaintiff and Betty. In November, 1961, plaintiff and Betty were granted an absolute divorce by the Jefferson Circuit Court. Shortly thereafter plaintiff married Mildred Yates. In November, 1974, Mildred was granted disability benefits under the Social Security Act.

Title 42 U.S.C. Section 402(g) provides in pertinent part:

“(3) In the case of a widow or surviving divorced mother who marries—
(A) an individual entitled to benefits under subsection (a), (f), or (h) of this section, or under section 423(a) of this title,
# * tj< * >fc »|e
the entitlement of such widow or surviving divorced mother to benefits under this subsection shall, notwithstanding the provisions of paragraph (1) of this subsection . . . not be terminated by reason of such marriage . . . .”

A surviving divorced mother is defined as, “ . . .a woman divorced from an individual who has died but only if (A) she is the mother of his son or daughter . . .” 42 U.S.C. Section 416(d)(3)(A).

Plaintiff argues that the exclusion of any reference to a surviving divorced father amounts to a denial of due process under the Fifth Amendment to the Constitution. He relies on Weinberger v. Wiesenfeld, 420 U.S. 636, 95 S.Ct. 1225, 43 L.Ed.2d 514 (1975). In Wiesenfeid, the wife died and the husband claimed benefits as her widower, arguing that the gender-based distinction violated the due process clause of the Fifth Amendment. A three-judge district court held that Section 402(g) unjustifiably discriminated against female wage earners by affording them_lessj3rotectjo« fi>r_their survivors than is afforded male wage earners. ~In affirming the district court the Supreme Court said:

“Obviously, the notion that men are more likely than women to be the primary supporters of their spouses and children is not entirely without empirical support. (Citation omitted.) But such a gender-based generalization cannot suffice to justify the denigration of the efforts of women who do work and whose earnings contribute significantly to their families’ support.
“Section 402(g) clearly operates, as did the statutes invalidated by our judgment in Frontiero, 1 to deprive women of protection for their families which men receive as a result of their employment. Indeed, the classification here is in some *86 ways more pernicious. First, it was open to the servicewoman under the statutes invalidated in Frontiero to prove that her husband was in fact dependent upon her. Here, Stephen Wiesenfeld was not given the opportunity to show, as may well have been the case, that he was dependent upon his wife for his support, or that, had his wife lived, she would have remained at work while he took over care of the child. Second, in this case social security taxes were deducted from Paula’s salary during the years in which she worked. Thus, she not only failed to receive for her family the same protection which a similarly situated male worker would have received, but she also was deprived of a portion of her own earnings in order to contribute to the fund out of which benefits would be paid to others. Since the Constitution forbids the gender-based differentiation premised upon assumptions as to dependency made in the statutes before us in Frontiero, the Constitution also forbids the gender-based differentiation that results in the efforts of female workers required to pay social security taxes producing less protection for their families than is produced by the efforts of men.” 420 U.S. at 645, 95 S.Ct. at 1231.

The Secretary argues that Congressional action in establishing criteria which included sex to determine probable dependency was tacitly approved in Califano v. Jobst, 434 U.S. 47, 98 S.Ct. 95, 54 L.Ed.2d 228 (1977). The Court finds that Jobst is inapposite. In that case plaintiff attacked the provision of the Act which provided that benefits paid to a dependent child of a deceased wage earner terminated upon the child’s marriage to an individual not entitled to benefits under Section 402(d)(1). The Court said:

“Of course, a general rule may not define the benefited class by reference to a distinction which irrationally differentiates between identically situated persons. Differences in race, religion, or political affiliation could not rationally justify a difference in eligibility for Social Security benefits, for such differences are totally irrelevant to the question whether one person is economically dependent on another. But a distinction between married persons and unmarried persons is of a different character.
“Both tradition and common experience support the conclusion that marriage is an event which normally marks an important change in economic status. Traditionally, the event not only creates a new family with attendant new responsibilities, but also modifies the pre-existing relationships between the bride and groom and their respective families. Frequently, of course, financial independence and marriage do not go hand in hand. Nevertheless, there can be no question about the validity of the assumption that a married person is less likely to be dependent on his parents for support than one who is unmarried.
“Since it was rational for Congress to assume that marital status is a relevant test of probable dependency, the general rule which obtained before 1958, terminating all child’s benefits when the beneficiary married, satisfied the constitutional test normally applied in cases like this, (citation omitted.) That general rule is not rendered invalid simply because some persons who might otherwise have married were deterred by the rule or because some who did marry were burdened thereby. (Footnote omitted.) For the marriage rule cannot be criticized as merely an unthinking response to stereotyped generalizations about a traditionally disadvantaged group, (footnote omitted) or as an attempt to interfere with the individual’s freedom to make a decision as important as marriage (footnote omitted).
“The general rule, terminating upon marriage the benefits payable to a secondary beneficiary, is unquestionably valid.” 434 U.S. 47, 98 S.Ct. at 99.

The Secretary’s reliance on Jobst is misplaced.

In Califano v. Goldfarb,

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Bluebook (online)
471 F. Supp. 84, 1979 U.S. Dist. LEXIS 14850, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yates-v-califano-kywd-1979.