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N.D. Cal.Substantive rulingFiled Sept. 23, 2024

Lisa M. v. O'Malley

Judge
Kandis Westmore
Docket
4:23-cv-03892
Court
U.S. District Court · Northern District of California
Pages
9
Social SecuritySummary Judgment
In one sentence

In Lisa M. v. O'Malley, Judge Westmore denied Lisa M.’s summary-judgment motion and granted the Commissioner’s cross-motion, upholding the benefits denial.

Who this affects

Lisa M.’s claim for Social Security disability benefits was denied after the court rejected her challenges to the administrative law judge’s decision; the defendant prevailed on summary judgment.

What happened

Lisa M. v. O'Malley concerns Lisa M.’s request for judicial review of the Social Security Administration’s denial of her disability benefits application. After an earlier voluntary remand, an administrative law judge again denied her application in 2023.

Lisa M. argued that the administrative law judge overlooked a benefits application, used the wrong date of last insured status, failed to consider later medical records, improperly rejected her symptom testimony, applied the wrong age criteria, inadequately considered Dr. Dickey’s opinions, and failed to address her mental limitations.

Judge Kandis Westmore found no error in the administrative law judge’s decision. The court denied Lisa M.’s motion for summary judgment and granted the defendant’s cross-motion for summary judgment.

The detailed version

For law students, journalists, and other readers who want the full reasoning

Case
Lisa M. v. O'Malley · No. 4:23-cv-03892
Judge
Kandis Westmore
Date
Sept. 23, 2024

Background

Lisa M. sought judicial review under 42 U.S.C. § 405(g) of the Commissioner’s final decision denying her disability benefits. She asked the court to order payment of benefits or, alternatively, further proceedings. The Social Security Administration initially denied her application and again denied it after reconsideration. Following a hearing, an administrative law judge denied the application in 2018. After Lisa M. sought judicial review, the Commissioner agreed to a voluntary remand. After another hearing in February 2023, the administrative law judge again denied the application.

Lisa M. filed a motion for summary judgment, and the defendant filed a cross-motion for summary judgment. Summary judgment is a decision based on the record when there is no genuine dispute requiring a trial. In reviewing the benefits decision, the court could reverse only if the administrative law judge made a legal error or reached findings unsupported by substantial evidence, meaning relevant evidence that a reasonable person could accept as adequate support for the conclusion.

Issues and Analysis

The court rejected each of Lisa M.’s arguments:

- Title XVI application: Lisa M. argued that the administrative law judge failed to consider an application for Title XVI benefits. The court found no indication in the cited record that she had applied for Title XVI benefits; the cited document concerned Title II and related insurance benefits. - Date of last insured: Lisa M. argued that her insured status lasted until 2019 rather than

  1. The court concluded that her earnings in 2014 and 2015 appeared to be back pay, and that her certified earnings record showed her insured status ended at the end of December
  2. - Later medical records: The court acknowledged that medical evaluations after insured status expires can sometimes be relevant to the earlier condition. But Lisa M. cited nearly 500 pages of later records without explaining how most related to her condition before the end of
  3. The court found no error in the administrative law judge’s treatment of those records. - Symptom testimony: Lisa M. argued that the administrative law judge did not give adequate reasons for rejecting her testimony. The court found that the administrative law judge reasonably relied on evidence that Lisa M.’s activities—including watching forensic science shows, playing computer games and poker, taking her husband to appointments, and helping with meals—were inconsistent with claimed problems with concentration. The administrative law judge also relied on a medical report that did not support Lisa M.’s report of mood swings. The court found no error. - Age criteria: Lisa M. argued that the administrative law judge should have used her age when the decision was made rather than her age on the date her insured status ended. The court relied on Social Security Ruling 83-10, which states that when insured status ends before adjudication, the relevant age is the claimant’s age on the date last insured. The court also noted that the administrative law judge relied on vocational-expert testimony rather than the medical-vocational profiles because Lisa M. had both physical and nonphysical limitations. - Dr. Dickey’s physical opinion: The court found that the administrative law judge did consider Dr. Dickey’s January 2016 opinion that Lisa M. could not walk for more than two hours or more than three blocks without rest or severe pain. The administrative law judge gave the opinion little weight because it conflicted with examination findings, including observations that Lisa M. walked to the examination room without assistance, had normal or relatively stable findings in later examinations, and had a normal gait in August
  4. - Mental limitations: The court found that the administrative law judge considered the required areas of mental functioning and found mild or moderate limitations, rather than extreme or marked limitations. The administrative law judge relied on examination results, Lisa M.’s daily activities, reports that she interacted appropriately with others, and Dr. Dickey’s observations. The court concluded that Lisa M. had not identified an error in this analysis.

Disposition

Judge Kandis Westmore denied Lisa M.’s motion for summary judgment and granted the defendant’s cross-motion for summary judgment. The opinion therefore rejected Lisa M.’s request for payment of benefits or further proceedings based on the arguments presented.

Classification

This is a substantive ruling because the court reviewed the merits of the Social Security disability decision under the substantial-evidence and legal-error standards and ruled on the parties’ summary-judgment motions.

The authoritative version

Read the full 9-page opinion on CourtListener, the free public archive maintained by the Free Law Project.

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