WEINBERGER, SECRETARY OF HEALTH, EDUCATION, AND WELFARE v. WIESENFELD
No. 73-1892
Supreme Court of the United States
Argued January 20, 1975—Decided March 19, 1975
420 U.S. 636
Ruth Bader Ginsburg argued the cause for appellee. With her on the brief was Melvin L. Wulf.*
MR. JUSTICE BRENNAN delivered the opinion of the Court.
Social Security Act benefits based on the earnings of a deceased husband and father covered by the Act are payable, with some limitations, both to the widow and to the couple‘s minor children in her care.
A three-judge District Court for the District of New Jersey held that the different treatment of men and women mandated by
I
Appellee Stephen C. Wiesenfeld and Paula Polatschek were married on November 15, 1970. Paula, who worked as a teacher for five years before her marriage, continued teaching after her marriage. Each year she worked, maximum social security contributions were deducted from her salary.3 Paula‘s earnings were the couple‘s principal source of support during the marriage, being substantially largеr than those of appellee.4
On June 5, 1972, Paula died in childbirth. Appellee was left with the sole responsibility for the care of their infant son, Jason Paul. Shortly after his wife‘s death, Stephen Wiesenfeld applied at the Social Security office in New Brunswick, N. J., for social security survivors’ benefits for himself and his son. He did obtain benefits for his son under
Appellee filed this suit in February 1973,8 claiming jurisdiction under
II
The gender-based distinction made by
Underlying the 1939 scheme was the principle that “[u]nder a social-insurance plan the primary purpose is to pay benefits in accordance with the probable needs of the beneficiaries rather thаn to make payments to the estate of a deceased person regardless of whether or not he leaves dependents.” H. R. Rep. No. 728, supra, at 7. (Emphasis supplied.) It was felt that “[t]he payment of these survivorship benefits and supplements for the wife of an annuitant are . . . in keeping with the principle of social insurance. . . .” Ibid. Thus, the framers of the Act legislated on the “then generally accepted presumption that a man is responsible for the support of his wife and children.” D. Hoskins & L. Bixby, Women and Social Security: Law and Policy in Five Countries, Social Security Administration Research Report No. 42, p. 77 (1973).13
III
Appellant seeks to avoid this conclusion with two related arguments. First, he claims that because social security benefits are not compensation for work done, Congress is not obliged to provide a covered female employee with the same benefits as it provides to a male. Second, he contends that
A
Appellant relies for the first proposition primarily on Flemming v. Nestor, 363 U. S. 603 (1960). We held in Flemming that the interest of a covered employee in future social security benefits is “noncontractual,” because “each worker‘s benefits, though flowing from the contributions he made to the national economy while actively employed, are not dependent on the degree to which he was called upon to support the system by taxation.” Id., at 609-610. Appellant apparently contends thаt since benefits derived from the social security program do not correlate necessarily with contributions made to the program, a covered employee has no right whatever to be treated equally with other employees as regards the benefits which flow from his or her employment.
We do not see how the fact that social security benefits are “noncontractual” can sanction differential protection for covered employees which is solely gender based. From the outset, social security old age, survivors‘, and disability (OASDI) benefits have been “afforded as a matter of right, related to past participation in the pro-
B
Appellant seeks to characterize the classification here as one reasonably designed to compensate women beneficiaries as a group for the economic difficulties which still confront women who seek to support themselves and their families. The Court held in Kahn v. Shevin, 416 U. S., at 355, that a statute “reasonably designed to further the state policy of cushioning the financial impact of spousal loss upon the sex for which that loss imposes a disproportionately heavy burden” can survive an equal protection attack. See also Schlesinger v. Ballard, 419 U. S. 498 (1975). But the mere recitation of a benign, compensatory purpose is not an automatic shield which protects against any inquiry into the actual purposes underlying a statutory scheme.16 Here, it is apparent both from the statutory scheme itself and from the legislative history of
That the purpose behind
Indeed, consideration was given in 1939 to extending benefits to all widows regardless of whether or not there were minor children. The proposal was rejected, apparently because it was felt that young widows without children can be expected to work, while middle-aged widows “are likely to have more savings than younger widows and many of them have children who are grown and able to help them.” Report of the Social Security Board, H. R. Doc. No. 110, 76th Cong., 1st Sess., 7-8 (1939). See also Final Report of the Advisory Cоuncil on Social Security 31 (1938); Hearings on the Social Security Act Amendments of 1939 before the House Committee on Ways and Means, 76th Cong., 1st Sess., 61, 1217, 2169-2170; H. R. Rep. No. 728, 76th Cong., 1st Sess., 36-
The whole structure of survivors’ benefits conforms to this articulated purpose. Widows without minor children obtain no benefits on the basis of their husband‘s earnings until they reach age 60 or, in certain instances of disability, age 50.
Given the purpose of enabling the surviving parent to remain at home to care for a child, the gender-based distinction of
Finally, to the extent that Congress legislated on the presumption that women as a group would choose to forgo wоrk to care for children while men would not,20
Since the gender-based classification of
Affirmed.
MR. JUSTICE DOUGLAS took no part in the consideration or decision of this case.
I concur in the judgment and generally in the opinion of the Court. But I would identify the impermissible discrimination effected by
Many women are the principal wage earners for their families, and they participate in the Social Security system on exactly the same basis as men. When the mother is a principal wage earner, the family may suffer as great an economic deprivation upon her death as would occur upon the death of a father wage earner. It is immaterial whether the surviving parent elects to assume primary child care responsibility rather than work, or whether other arrangements are made for child care. The statutory scheme provides benefits both to a surviving mother who remains at home and to one who works at low wages. A surviving father may have the same need for benefits as a surviving mother.* The statutory scheme therefore impermissibly discriminates against a female wage earner because it provides her family less protection than it
MR. JUSTICE REHNQUIST, concurring in the result.
Part III-B of the Court‘s opinion contains a thorough examination of the legislative history and statutory context which define the role and purpose of
This being the case, I see no necessity for reaching the issue of whether the statute‘s purported discrimination against female workers violates the Fifth Amendment as applied in Frontiero v. Richardson, 411 U. S. 677 (1973). I would simрly conclude, as does the Court in Part III-B of its opinion, that the restriction of
Notes
“(1) The widow and every surviving divorced mother (аs defined in
“(A) is not married,
“(B) is not entitled to a widow‘s insurance benefit,
“(C) is not entitled to old-age insurance benefits, or is entitled
to old-age insurance benefits each of which is less than three-fourths of the primary insurance amount of such individual,“(D) has filed application for mother‘s insurance benefits, or was entitled to wife‘s insurance benefits on the basis of the wages and self-employment income of such individual for the month preceding the month in which he died,
“(E) at the time of filing such application has in her care a child of such individual entitled to a child‘s insurance benefit . . .
shall . . . be entitled to a mother‘s insurance benefit for each month, beginning with the first month after August 1950 in which she becomes so entitled to such insurance benefits and ending with the month preceding the first month in which any of the following occurs: no child of such deceased individual is entitled to a child‘s insurance benefit, such widow or surviving divorced mother becomes entitled to an old-age insurance benefit equal to or exceeding three-fourths of the primary insurance amount of such deceased individual, she becomes entitled to a widow‘s insurance benefit, she remarries, or she dies. . . .”
The terms “fully” and “currently” insured are defined in
“Every child . . . of an individual who dies a fully or сurrently insured individual, if such child—
“(A) has filed application for child‘s insurance benefits,
“(B) at the time such application was filed was unmarried and (i) either had not attained the age of 18 or was a full-time student and had not attained the age of 22, or (ii) is under a disability (as
defined in“(C) was dependent upon such individual—
“(ii) if such individual has died, at the time of such death . . .
shall be entitled to a child‘s insurance benefit for each month, beginning with the first month after August 1950 in which such child becomes so entitled to such insurance benefits and ending with the month preceding whichever of the following first occurs—
“(D) the month in which such child dies or marries,
“(E) the month in which such child attains the age of 18, but only if he (i) is not under a disability (as so defined) at the time he attains such age, and (ii) is not a full-time student during any part of such month.”
Thus, child‘s insurance benefits are now available without regard to whether the workеr upon whose earnings benefits are based is the mother or father. This was not always the case. Originally, a child could receive benefits based on his mother‘s earnings only if he had not been living with his father and was being supported solely by his mother. Social Security Amendments of Aug. 10, 1939, § 202 (c), 53 Stat. 1364. This provision was amended in 1950 to provide automatic entitlement to otherwise eligible children of women workers who were currently insured, see nn. 1 and 3, supra, when they died, but retaining dependency qualifications if the mother‘s covered employment was not recent. Social Security Amendments of Aug. 28, 1950, § 101 (a), amending § 202 (d), 64 Stat. 483. In 1967, children of women workers were made eligible for children‘s benefits on exactly the same criteria applied to children of male workers. Social Security Amendments of 1967, Pub. L. 90-248, § 151, 81 Stat. 860.
