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Bills v. Commissioner, SSA
18-1109
| 10th Cir. | Oct 1, 2018
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Background

  • Ms. Ruby Jean Bills applied for SSDI and SSI, alleging disabling asthma/COPD, anxiety, hip problems, ADHD, obesity, scoliosis, and GERD; ALJ denied benefits at step four, finding she could perform past work as a cashier II.
  • The Appeals Council affirmed; district court remanded because the ALJ failed to explain weight given to consultative examiner Dr. Mitchell’s opinion (standing/walking limited to 4 hours).
  • On remand, ALJ found several severe impairments but an RFC for light work (≈6 hours standing/walking per 8-hour day) with other non-dispositive limitations, and denied benefits at step four.
  • ALJ gave limited/partial weight to Dr. Mitchell (consultative) and Dr. Burrows (treating, five visits) and great weight to nonexamining state consultant Dr. Panek, who opined capacities consistent with light work.
  • Bills argued the ALJ improperly discounted examining and treating opinions and erred in adopting the nonexamining consultant’s RFC; the Tenth Circuit reviewed for substantial evidence and correct legal standards.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether substantial evidence supports RFC finding for light work Bills: ALJ inadequately rejected Dr. Mitchell and Dr. Burrows, who limited standing/walking to sedentary levels ALJ: properly discounted those opinions for inconsistency with record, limited treatment history, and lack of objective support; Dr. Panek’s opinion fits the record RFC for light work is supported by substantial evidence; judgment affirmed
Whether ALJ erred in weighing consultative examiner (Dr. Mitchell) Mitchell’s exam supports 4-hr standing/walking; ALJ mischaracterized or overstated reasons to reject it ALJ cited internal inconsistencies in Mitchell’s exam findings, subsequent records showing normal gait/activity, and single consultative visit ALJ erred in relying on one sitting-observation reason but overall provided sufficient, legitimate reasons to reject Mitchell’s 4-hr limit
Whether ALJ erred in weighing treating physician (Dr. Burrows) Burrows had five visits (longitudinal relationship) so his limitations deserved controlling/greater weight ALJ found Burrows’s restrictive opinions inconsistent with his own treatment notes, lack of objective support, and record discrepancies ALJ gave specific, legitimate reasons to partially reject Burrows’s lifting and sit/stand limits; substantial evidence supports that decision
Whether ALJ permissibly relied on nonexamining consultant (Dr. Panek) Bills: nonexamining opinion should not outweigh examining/treating opinions Agency: nonexamining opinions can be entitled to greater weight when consistent with the record Court: ALJ permissibly relied on Panek; opinion consistent with record and supported RFC

Key Cases Cited

  • Barnett v. Apfel, 231 F.3d 687 (10th Cir. 2000) (defines substantial-evidence review and deference to agency factfinding)
  • Howard v. Barnhart, 379 F.3d 945 (10th Cir. 2004) (describes deferential appellate standard for SSA findings)
  • Watkins v. Barnhart, 350 F.3d 1297 (10th Cir. 2003) (lists factors ALJ must consider when weighing medical opinions)
  • Oldham v. Astrue, 509 F.3d 1254 (10th Cir. 2007) (ALJ must give "good reasons" for weight assigned to treating-source opinions)
Read the full case

Case Details

Case Name: Bills v. Commissioner, SSA
Court Name: Court of Appeals for the Tenth Circuit
Date Published: Oct 1, 2018
Docket Number: 18-1109
Court Abbreviation: 10th Cir.