Justia Public Benefits Opinion Summaries

David and Melinda’s two children lived with Melinda, and David paid child support. The Napa County Department of Child Support Services moved to modify David’s child support obligation. (Fam. Code, 17400). After a hearing, the court found that David’s income, for purposes of calculating child support, was the monthly Social Security disability payment he received, ordered him to pay a portion of that to Melinda as child support, and found Melinda received $796 per month in derivative Social Security disability benefits as the representative payee of the children based on David’s disability, 42 U.S.C. 402(d). Melinda argued these benefits should be treated as part of David’s income when calculating his monthly income for purposes of his support obligation. The court concluded the derivative benefits were the income of the children, not of David, so that the $796 in derivative disability benefits would partially satisfy David’s support obligation. The monthly benefits would be credited first toward his current child support, and any excess would be credited to pay off arrears. The court of appeal affirmed. View "Daugherty v. Daugherty" on Justia Law

The parties were married for 21 years. At the time of trial, husband was 51 and wife was 53. Husband was a practicing attorney with the Army Corps of Engineers. Wife worked at the Bonneville Power Administration. Both parties were beneficiaries of federal retirement benefits. Because wife was eligible for Civil Service Retirement System (CSRS) benefits, she was not eligible for Social Security benefits based on her own employment. Husband's civilian federal employment was under the Federal Employees Retirement System (FERS) and subject to Social Security taxes. The question presented in this case was whether federal law forbid a division of property by which the value of retirement benefits belonging to the nonparticipating spouse is reduced by the present value of hypothetical Social Security benefits to which that spouse would have been entitled if she had been a Social Security participant. Because the Supreme Court concluded that the trial court did not violate federal law by "considering" Social Security benefits in that way, it affirmed that court's decision. View "Herald v. Steadman" on Justia Law

Parents who adopted special needs children challenged decision by the Department of Human Services (DHS) to provide a lower assistance subsidy for the children than the assistance subsidy that would be paid if the children were in a foster placement. The decision was upheld upon administrative review by DHS and sustained by the district court and Court of Civil Appeals. Parents filed a petition for certiorari, seeking review of the Court of Civil Appeals' decision. The Supreme Court concluded DHS was attempting to apply a predetermined fixed amount of subsidy without allowing adoptive parents to show greater need up to the amount provided for special needs children in foster care. This was contrary to the policy and purpose of the statutory law providing and regulating financial assistance to people who undertake parental responsibility and care of special needs children. The opinion of the Court of Civil Appeals was therefore vacated and the district court order sustaining the decision of the Department of Human Services was reversed. The case was remanded to the Department of Human Services for redetermination of the monthly subsidy amount.View "Troxell v. Oklahoma Dept. of Human Services" on Justia Law

Ryan W. entered the care of the Department of Social Services at age nine as a child in need of services (CINA) and was placed in foster care. After Ryan's parents died, the Department was appointed by the Social Security Administration (SSA) as Ryan's representative payee for Old Age and Survivor's Disability Insurance (OASDI) benefits to which Ryan was entitled. The Department received Ryan's benefit payments and applied them to partially reimburse itself for the current cost of Ryan's foster care. The circuit court determined that the Department violated Ryan's due process and equal protection rights by failing to notify him before applying his OASDI benefits toward the current costs incurred by the Department on his behalf. The court of special appeals reversed. The Court of Appeals affirmed in part and reversed in part, holding (1) a local department of social services, acting in the capacity as an institutional representative payee appointed by the SSA, has discretion to apply a CINA foster child's OASDI benefits to reimburse the Department for its costs incurred for the child's current maintenance; but (2) the department must provide notice to the child that the department applied to the SSA and received such benefits on the child's behalf. View "In re Ryan W." on Justia Law

After her Father's death, Mother underwent intrauterine insemination using Father's cryopreserved sperm. The procedure was successful, and Mother gave birth to a child. Mother subsequently applied to the Social Security Administration (SSA) for surviving child's insurance benefits on behalf of the child. SSA denied the application. An ALJ decided that the child was entitled to child's insurance benefits on Father's Social Security record. SSA's appeal council reversed. On appeal, the U.S. district court certified the following question to the Nebraska Supreme Court: "Can a child, conceived after her biological father's death through intrauterine insemination using his sperm, and born within nine months of his death, inherit from him as the surviving issue under Nebraska intestacy law?" The Supreme Court answered in the negative, holding that under the relevant Nebraska statutes, a child conceived after her biological father's death cannot inherit from her father as surviving issue for purposes of intestacy.View "Amen v. Asture" on Justia Law

Here the Supreme Court answered a question of Utah law certified to it by the U.S. district court. The question was, "Is a signed agreement to donate preserved sperm to the donor's wife in the event of his death sufficient to constitute 'consent in a record' to being the 'parent' of a child conceived by artificial means after the donor's death under Utah intestacy law?" In this case, after she gave birth, the wife of the donor applied for social security benefits based on the donor's earnings. The Social Security Administration denied the benefits, finding that the wife had not shown the child was the donor's "child" as defined by the Social Security Act. The wife subsequently filed a petition for adjudication of paternity, and the district court adjudicated the donor to be the father of the child. On appeal, the U.S. district court certified the state law question to the Supreme Court. The Court held that an agreement leaving preserved frozen semen to the deceased donor's wife does not, without more, confer on the donor the status of a parent for purposes of social security benefits. View "Burns v. Astrue" on Justia Law

Sharon and Nathan Weston divorced in 2005 pursuant to a divorce decree stating that Nathan would provide child support for the couple's adult disabled son, Alex, as long as Alex was unemancipated, which was defined as domiciled with Sharon and "principally dependent upon Sharon for support." In 2008, Alex and Sharon began participating in a program that provided Sharon about $30,000 annually. The district court granted Nathan's subsequent motion to modify child support, concluding that Alex was emancipated pursuant to the terms of the divorce decree because Alex was financially supported by the state and the Social Security Administration. The Supreme Court vacated the order terminating Nathan's child support obligation, holding that notwithstanding the government benefits he received, Alex was principally dependent on Sharon's financial contribution, and therefore, Alex was not emancipated.View "Weston v. Weston" on Justia Law

Respondent gave birth to twins conceived through in vitro fertilization using her deceased husband's frozen sperm. Respondent applied for Social Security survivors benefits for the twins, relying on 42 U.S.C. 416(e) of the Social Security Act, which defined child to mean, inter alia, "the child or legally adopted child of an [insured] individual." The Social Security Administration (SSA), however, identified subsequent provisions of the Act, sections 416(h)(2) and (h)(3)(C), as critical, and read them to entitle biological children to benefits only if they qualified for inheritance from the decedent under state intestacy law, or satisfied one of the statutory alternatives to that requirement. The Court concluded that the SSA's reading was better attuned to the statute's text and its design to benefit primarily those supported by the deceased wage earner in his or her lifetime. And even if the SSA's longstanding interpretation was not the only reasonable one, it was at least a permissible construction that garnered the Court's respect under Chevron U.S.A. Inc. v. Natural Resources Defense Council, Inc.View "Astrue v. Capato" on Justia Law

A nursing home resident and her community spouse (husband) were penalized based on husband’s purchase of an annuity for himself using funds from his IRA. The district court granted summary judgment in favor of the director of the Ohio Department of Job and Family Services, holding that 42 U.S.C. 1396r-5(f)(1) precluded the transfer of assets because it exceeded husband’s community spouse resource allowance. Section 1396p(c) requires a state to impose a transfer penalty (a period of restricted coverage) if either spouse disposed of assets for less than fair market value during the look-back period. The Sixth Circuit reversed, reasoning that the transfer occurred before the Ohio agency determined that wife was eligible for Medicaid coverage and section 1396p(c)(2)(B)(i) permits an unlimited transfer of assets “to another for the sole benefit of the individual’s spouse.” View "Hughes v. Colbert" on Justia Law

Former U.S. Forest Service employee King had long-term relationships with two women, both of whom claimed federal survivor benefits upon his death. Kathryn believed she had married King in a civil ceremony in 2002. Diana, who had been legally married to and divorced from King twice, but had continued to live with him until 2002, maintained that she was the common law wife of King at the time he married Kathryn. Before his death, Diana had initiated proceedings in Montana to dissolve their common law marriage. The women subsequently entered settlement agreements and engaged in state court litigation. Kathryn received benefits from May 27, 2004 until February 2007. Diana subsequently received the survivor benefits. Kathryn transferred to Diana the funds that she received ($41,939.13), as she believed was required by a Montana court decree. Kathryn challenged the OPM’s effort to recover the improper payments, having transferred the money to Diana, but the government affirmed its decision and determined that collection of the $41,939.13 would not cause Kathryn financial hardship. The Merit Systems Protection Board affirmed, holding that Kathryn did not meet the definition of “widow” under the Civil Service Retirement Act, 5 U.S.C. 8341(A)(1), and had not proved that she was entitled to waiver for the overpayment. The Federal Circuit reversed. The Board failed to credit substantial evidence demonstrating that Kathryn detrimentally relied on the overpayment of survivor annuity funds. View "King v. Office of Pers. Mgmt." on Justia Law