Justia Public Benefits Opinion Summaries

by
A young adult with intellectual and developmental disabilities, referred to as G.J.F., moved to Alaska in 2021 and was referred by a homeless shelter to Volunteers of America Alaska (VOA), a nonprofit organization. VOA provided intensive case management support, including housing assistance and help with applying for government benefits. Despite initial resistance from G.J.F., a consistent therapeutic relationship was eventually established. VOA petitioned the superior court to appoint the Public Guardian as a full guardian for G.J.F., arguing that less restrictive alternatives were not feasible or adequate to meet G.J.F.'s needs.The superior court appointed a visitor and scheduled a hearing. The visitor's report and a neuropsychological evaluation indicated that G.J.F. had multiple mental health diagnoses and significant difficulties with decision-making and daily living tasks. The master recommended a full guardianship, but the Public Guardian objected, leading to an evidentiary hearing. At the hearing, VOA staff testified about the extensive support they provided to G.J.F. and the limitations of their services. The court found that VOA's services were not sustainable and that G.J.F. needed decision-making support that only a full guardian could provide.The Supreme Court of the State of Alaska reviewed the case and affirmed the superior court's order appointing the Public Guardian as a full guardian for G.J.F. The court held that the superior court did not abuse its discretion in determining that less restrictive alternatives were not feasible or adequate to meet G.J.F.'s needs. The court found that the record contained clear and convincing evidence supporting the need for a full guardianship, given G.J.F.'s significant vulnerabilities and the limitations of VOA's support. The court also noted that relying on the visitor's report, which was not admitted into evidence, was harmless error because the same information was provided through other evidence. View "In the Matter of the Protective Proceedings of G.J.F" on Justia Law

by
Donald Hunter, a former coal miner, applied for benefits under the Black Lung Benefits Act (BLBA) in 2019, claiming that he was totally disabled due to chronic obstructive pulmonary disease (COPD) caused by his coal mine employment. Southern Ohio Coal Company, his former employer, contested his claim, arguing that Hunter's COPD was caused by his significant history of smoking cigarettes rather than coal mine dust exposure.An Administrative Law Judge (ALJ) reviewed the case and awarded benefits to Hunter, finding that his COPD constituted legal pneumoconiosis and that it was a substantially contributing cause of his total disability. Southern Ohio Coal appealed to the Benefits Review Board (BRB), arguing that the ALJ erred in discrediting its evidence and in crediting Hunter's evidence. The BRB affirmed the ALJ's decision, holding that the ALJ had properly considered and weighed the evidence.The United States Court of Appeals for the Sixth Circuit reviewed the case. Southern Ohio Coal argued that the ALJ erred by relying on a pulmonary function test (PFT) that did not comply with regulatory quality standards and by relieving Hunter of his burden to establish entitlement to benefits. The court found that the ALJ acted within his discretion in determining that the PFT was compliant and supported Hunter's entitlement to benefits. The court also held that the ALJ did not improperly rely on regulatory guidance or flip the burden of proof to Southern Ohio Coal. The ALJ's decision was supported by substantial evidence, including expert opinions and Hunter's testimony.The Sixth Circuit denied the petition for review, affirming the ALJ's decision to award benefits to Hunter. The court held that the ALJ correctly applied the law and that his decision was supported by substantial evidence. View "Southern Ohio Coal Co. v. Office of Workers' Compensation Programs" on Justia Law

by
Joshua Smitson applied for social security disability benefits and supplemental security income, claiming that his asthma and chronic obstructive pulmonary disease (COPD) prevented him from working. His medical records indicated frequent episodes of shortness of breath and difficulty walking and standing for long periods. He was hospitalized for a week in 2021 due to an acute respiratory exacerbation. Smitson used a nebulizer four times a day, with each session lasting about thirty minutes. Despite his conditions, his medication regimen effectively controlled his symptoms.An administrative law judge (ALJ) denied Smitson's application for benefits, concluding that his conditions were limiting but not disabling. The ALJ found that Smitson could manage his symptoms with proper medical treatment and determined that he had the residual functional capacity (RFC) to perform "light work" with certain limitations. A vocational expert testified that jobs were available for someone with Smitson's RFC. The United States District Court for the Southern District of Indiana affirmed the ALJ's decision. After Smitson's death, his widow, Lacey Thorlton, continued the appeal.The United States Court of Appeals for the Seventh Circuit affirmed the ALJ's decision. The court emphasized that claimants bear the burden of proving their disability and that the ALJ's decision must be supported by substantial evidence. The court found that the ALJ's conclusion that Smitson could perform light work was supported by substantial evidence, including medical records showing that his conditions were well-managed with medication. The court acknowledged that the ALJ could have more directly addressed Smitson's testimony about his nebulizer use but concluded that the ALJ's decision, when viewed holistically, sufficiently considered this evidence. The court found no compelling evidence in the record to reverse the ALJ's decision. View "Thorlton v King" on Justia Law

by
Edna Napier, a former cashier and certified nursing assistant, applied for disability insurance benefits due to severe physical conditions and mental impairments, including depression and anxiety. Her initial application was denied by the Social Security Administration (SSA) in 2018. Napier filed a new application in December 2019, claiming she had been unable to work since December 2018. An administrative law judge (ALJ) held an evidentiary hearing and concluded that Napier was not disabled under the Social Security Act, finding that her mental impairments were mild and her physical impairments did not prevent her from performing her past work as a cashier.The United States District Court for the Eastern District of Kentucky affirmed the ALJ's decision. Napier appealed, arguing that the ALJ erred in assessing the severity of her mental impairments and failed to account for them in her residual functional capacity (RFC) analysis.The United States Court of Appeals for the Sixth Circuit reviewed the case. The court held that the ALJ's decision was supported by substantial evidence and complied with proper legal standards. The ALJ had considered Napier's testimony, her limited treatment history for mental impairments, and the opinions of several psychologists. The ALJ found that Napier's mental impairments were not severe and that her physical impairments did not preclude her from performing her past work. The court also found that the ALJ adequately accounted for Napier's mental impairments in the RFC analysis.The Sixth Circuit affirmed the district court's judgment, concluding that the ALJ's findings were supported by substantial evidence and that the ALJ had followed the appropriate procedures in evaluating Napier's claims. View "Napier v. Commissioner of Social Security" on Justia Law

by
Montreal Morgan participated in a home invasion robbery that resulted in the death of Fabian Alvarez. Following the incident, the Department of Labor and Industries (L&I) paid $10,480 in benefits under Washington’s Crime Victims Compensation Act (CVCA) for Alvarez’s medical and funeral expenses. Morgan pleaded guilty to conspiracy to commit murder in the second degree and unlawful possession of a firearm in the second degree. At his restitution hearing, Morgan requested a reduction in the restitution amount due to mitigating factors, but the trial court believed it lacked discretion under RCW 9.94A.753(7) and ordered the full amount of restitution requested by the State.The trial court’s decision was affirmed by the Court of Appeals, which agreed that RCW 9.94A.753(7) does not afford trial courts discretion to impose less restitution than the amount of CVCA benefits paid. Morgan then petitioned for review, which was granted by the Supreme Court of the State of Washington.The Supreme Court of the State of Washington held that RCW 9.94A.753(7) does not allow a trial court discretion to modify the amount of restitution owed to L&I for CVCA benefits. The court emphasized that the statutory language is unambiguous and requires the court to order restitution in the amount of benefits paid by L&I. The court affirmed the Court of Appeals' decision and upheld Morgan’s restitution order, concluding that the trial court correctly interpreted the statute as mandating full restitution for CVCA benefits without discretion for reduction based on mitigating factors. View "State v. Morgan" on Justia Law

by
The plaintiff filed two successive applications for disability benefits under Title XVI of the Social Security Act. Her first application, alleging disability beginning June 24, 2017, was denied by an Administrative Law Judge (ALJ) on September 18, 2018. While appealing this denial to the district court, she filed a second application for benefits for a later period. Washington State Disability Determination Services (DDS) reviewed the second application and awarded benefits, determining she was disabled starting September 19, 2018, the day after the ALJ denied her first application.The district court partially ruled in her favor on the first application and remanded it for further proceedings. The Appeals Council remanded the case to the ALJ with instructions. On June 23, 2021, the ALJ reopened the second application and denied the benefits previously granted by DDS. The ALJ concluded that the plaintiff was disabled beginning July 14, 2020, on her first application. The district court held it lacked jurisdiction to review the ALJ’s reopening and denial of benefits on the second application.The United States Court of Appeals for the Ninth Circuit reversed the district court’s decision, holding that the district court had jurisdiction to review the ALJ’s reopening of the second application. The Appeals Council did not reopen the second application, and the ALJ’s reopening occurred more than two years after the award, which is only permissible in cases of fraud or similar fault. Finding no evidence of fraud or similar fault, the Ninth Circuit held that the ALJ erred in reopening and reversing the award of benefits on the second application. The court remanded for the district court to direct the agency to award benefits according to DDS’s decision. The Ninth Circuit affirmed the district court’s decision on the first application, concluding that the ALJ’s finding that the plaintiff was not disabled between June 24, 2017, and September 19, 2018, was supported by substantial evidence. View "NEVIN V. COLVIN" on Justia Law

by
Jason Kertz applied for social security disability benefits in October 2019, citing disabilities including PTSD, back and leg problems, and sleep apnea, with an onset date of March 16, 2018. His initial claim was denied, and an SSA administrative law judge (ALJ) also found him not disabled after a hearing. The SSA Appeals Council upheld this decision in February 2021. Kertz then hired attorney Nicholas Coleman to represent him in federal court. Coleman and Kertz agreed on a contingent-fee arrangement of 25% of any past-due benefits awarded.Coleman filed a civil action in the Eastern District of Arkansas, which resulted in the court remanding the case to the SSA for further proceedings. The district court awarded Coleman $5,426.08 in attorney’s fees under the Equal Access to Justice Act (EAJA). On remand, the ALJ issued a Fully Favorable Decision in December 2022, finding Kertz disabled since the alleged onset date. The SSA notified Kertz of his entitlement to $96,349.00 in past-due benefits, withholding 25% as potential attorney fees. Coleman then sought 25% of the past-due benefits as per the contingent-fee agreement.The United States District Court for the Eastern District of Arkansas granted Coleman’s motion for attorney’s fees in part, awarding $10,667.50 instead of the requested $24,087.25. The court found that the full 25% fee was not reasonable given the circumstances, including the limited time Coleman spent on the case and the lack of substantive court review due to the unopposed remand.The United States Court of Appeals for the Eighth Circuit reviewed the case and affirmed the district court’s decision. The appellate court held that the district court did not abuse its discretion in reducing the fee award, as it appropriately considered the reasonableness of the fee in light of the services rendered and avoided a windfall to the attorney. View "Kertz v. Colvin" on Justia Law

by
Four elderly sisters were accused of defrauding the United States by falsely claiming benefits under two federal programs. Each sister pled guilty to one count of conspiracy, preserving the right to appeal two pretrial rulings: the denial of a motion to suppress evidence and the denial of a motion to dismiss the indictment for untimeliness.The United States District Court for the Eastern District of Arkansas denied the motion to suppress, ruling that the sisters lacked standing to challenge the search of a property because they had no possessory interest in it. The court also found that even if the search was unconstitutional, the affidavits supporting the search warrants still provided probable cause. The motion to dismiss the indictment was denied because the court held that the statute of limitations for mail fraud begins on the date of mailing, not the date of the last overt act.The United States Court of Appeals for the Eighth Circuit reviewed the case. The court affirmed the district court's denial of the motion to suppress, agreeing that the affidavits were sufficient to support the search warrants even without the contested information. The court also affirmed the denial of the motion to dismiss, stating that the aiding and abetting mail fraud charges were filed within the five-year limitations period. Additionally, the court found no abuse of discretion in the district court's decision not to hold an evidentiary hearing on the motions, as the alleged disputes of fact were immaterial to the legal conclusions.The Eighth Circuit affirmed the district court's rulings, upholding the convictions and sentences of the four sisters. View "United States v. Charles" on Justia Law

by
An employee, Matthew I. Ortega, voluntarily quit his job as an office manager at Island Towing after 17 years, citing work-related stress from interactions with law enforcement as the reason. Ortega applied for unemployment benefits, stating that the stress affected his mental health and ability to perform his job. The Nebraska Department of Labor denied his application, finding that he did not have good cause to quit.Ortega appealed to the Nebraska Department of Labor’s Appeal Tribunal, where both he and his supervisor, Chloe Aguilar, testified. Ortega described two specific incidents involving law enforcement that caused him significant stress, one of which occurred 2½ years prior to his resignation. Aguilar confirmed the ongoing negative interactions with law enforcement but stated that there was no way to alleviate the stress. The Appeal Tribunal upheld the denial, stating that Ortega did not provide sufficient evidence, such as medical documentation, to prove that his stress constituted good cause for quitting.Ortega then appealed to the district court for Hall County, which affirmed the Appeal Tribunal’s decision. The district court agreed that Ortega’s stress was a health concern requiring medical evidence and noted that Ortega had not pursued alternative solutions to preserve the employment relationship, such as seeking a leave of absence or modifying his job duties.The Nebraska Supreme Court reviewed the case and affirmed the district court’s judgment. The court held that Ortega failed to meet his burden of proof to show good cause for voluntarily leaving his employment. The court found that the evidence provided, including the details of only one specific negative interaction with law enforcement, was insufficient to establish that Ortega’s work conditions were an increasingly unreasonable burden affecting his health or sense of well-being. View "Ortega v. Albin" on Justia Law

by
Brandon Phillips, who had several Missouri marijuana-possession convictions, pleaded guilty to a federal felon-in-possession charge. Despite Missouri legalizing marijuana and planning to expunge certain convictions, the district court sentenced him to 120 months in prison and imposed a lifetime ban on federal benefits.The United States District Court for the Eastern District of Missouri overruled Phillips's objection that his criminal history was overstated due to Missouri's legalization of marijuana. The court stated it would have imposed the same sentence regardless of the marijuana convictions. Phillips's marijuana convictions were still on record at the time of sentencing, although they were later expunged. Phillips argued that the expungement should require resentencing.The United States Court of Appeals for the Eighth Circuit reviewed the case. The court found that Phillips did not preserve the expungement issue for appellate review, as he did not clearly state the grounds for his objection in the district court. The court also determined that even if the issue had been preserved, the district court would have imposed the same sentence based on the 18 U.S.C. § 3553(a) factors, considering Phillips's reoffending on parole and possession of a large quantity of fentanyl.However, the Eighth Circuit vacated the federal-benefits ban, finding it was a plain error to apply it to Phillips, as the ban only applies to drug distributors, not gun possessors. The court held that the district court's application of the ban was clearly incorrect and affected Phillips's substantial rights. The court affirmed the 120-month prison sentence but vacated the federal-benefits ban. View "United States v. Phillips" on Justia Law