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N.D. Cal.Substantive rulingFiled Sept. 6, 2022

Ortiz v. Kijakazi

Judge
James Donato
Docket
3:21-cv-02293
Court
U.S. District Court · Northern District of California
Pages
2
Social SecuritySummary Judgment
In one sentence

In Ortiz v. Kijakazi, Judge Donato granted Ortiz summary judgment and sent his benefits application back for further administrative proceedings.

Who this affects

Richard L. Ortiz’s application for Social Security benefits must be reconsidered by the Commissioner of the Social Security Administration through further administrative proceedings.

What happened

In Ortiz v. Kijakazi, Richard L. Ortiz challenged the decision denying his application for Social Security benefits. The parties agreed that the case should be sent back because the administrative law judge made an error in finding that Ortiz had engaged in substantial gainful activity.

The court declined to order an immediate award of benefits because factual disputes remained. Instead, it directed the Commissioner to reconsider the application and, if Ortiz had not engaged in substantial gainful activity, continue through the remaining steps for evaluating eligibility.

Judge James Donato granted summary judgment for Richard L. Ortiz and remanded the case for further administrative proceedings. The opinion notes that the case had already been sent back once before and should be carefully evaluated at each step.

The detailed version

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

Case
Ortiz v. Kijakazi · No. 3:21-cv-02293
Judge
James Donato
Date
Sept. 6, 2022

Background

Richard L. Ortiz sought review of the Acting Commissioner of the Social Security Administration’s decision denying his application for benefits under Title II of the Social Security Act. Ortiz asked for summary judgment, which is a decision based on the court record when there is no genuine dispute requiring a trial.

The parties agreed that the case should be remanded, or sent back to the agency. Their only disagreement was whether the court should order an immediate award of benefits or require the Commissioner to reevaluate Ortiz’s application.

Court’s analysis

The court stated that an administrative law judge’s denial of benefits may be disturbed when it is not supported by substantial evidence or is based on a non-harmless legal error. The parties agreed that the administrative law judge made such an error by finding that Ortiz had engaged in substantial gainful activity.

The court was not prepared to order an immediate award of benefits because the case contained several factual disputes. It explained that this was not the rare situation in which further administrative proceedings would serve no useful purpose. If Ortiz did not engage in substantial gainful activity, the administrative law judge would need to evaluate the remaining steps in deciding whether Ortiz was entitled to benefits. The court also noted that the case had already been remanded once and should be evaluated carefully at each step.

Disposition

Judge James Donato granted summary judgment under Federal Rule of Civil Procedure 56 in favor of Richard L. Ortiz and remanded the case for further administrative proceedings under 42 U.S.C. § 405(g). The order did not award benefits immediately.

The authoritative version

Read the full 2-page opinion on CourtListener, the free public archive maintained by the Free Law Project.

Open opinion PDF →
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