“[T]he court has plenary review of all legal issues . . . .”
How later courts described this case
- “[T]he court has plenary review of all legal issues . . . .”
- “ALJs may not rely on objective medical evidence (or the lack thereof)—even as just one of multiple factors—to discount a claimant’s subjective complaints regarding symptoms of fibromyalgia”
- “The Secretary’s determination as to the status of a claim requires the correct application of the law to the facts”
- noting that the scope of review on legal matters is plenary
Written by the judges who cited it.
The opinion
IN THE UNITED STATES DISTRICT COURT
FOR THE MIDDLE DISTRICT OF PENNSYLVANIA
TASHAE MCDONALD, : Civ. No. 1:25-CV-122
:
Plaintiff, :
:
v. :
: (Chief Magistrate Judge Bloom)
FRANK BISIGNANO, :
Commissioner of Social Security,1 :
:
Defendant. :
MEMORANDUM OPINION
I. Introduction
Tashae McDonald filed a Title II application for a period of
disability and disability insurance benefits on January 3, 2023. (Tr. 42).
Following an initial hearing before an Administrative Law Judge
(“ALJ”), the ALJ found that McDonald was not disabled from her alleged
onset date of disability of September 1, 2021, through August 8, 2024, the
date of the ALJ’s decision. (Tr. 42, 51).
1 On May 7, 2025, Frank Bisignano became the Commissioner of Social
Security. Pursuant to Rule 25(d) of the Federal Rules of Civil Procedure
and 42 U.S.C. § 405(g), Frank Bisignano is substituted as the defendant
in this suit.
1
McDonald now appeals this decision, arguing that the ALJ’s
decision is not supported by substantial evidence. After a review of the
record, we conclude that the ALJ’s decision is not supported by
substantial evidence. Therefore, we will remand this matter for further
consideration by the Commissioner.
II. Statement of Facts and of the Case
On January 3, 2023, McDonald applied for disability insurance
benefits, citing an array of physical and mental impairments, including
bipolar disorder, anxiety, depression, schizoaffective disorder, asthma,
fibromyalgia, insomnia, and sleep apnea. (Tr. 79). McDonald was 27
years old at the time of the alleged onset of disability, had at least a high
school education, and had past employment as a certified nursing
assistant (“CNA”). (Tr. 50).
With respect to these alleged impairments2 the record revealed the
following: McDonald presented to Penn State Health’s Milton Hershey
Medical Center’s general neurology clinic for new patient consultation in
2 Because McDonald’s appeal focuses on the ALJ’s treatment of evidence
related to her physical impairments, we will forego discussion and
analysis of McDonald’s mental health records and evaluations.
2
January of 2022. (Tr. 315). Her chief complaints were an abnormal
finding on a brain MRI, chronic migraine with aura, and balance issues
with tremors. ( ). She also reported tremors and weakness in her right
hand. ( ). In May of 2022, she reported pain, predominantly in her
hands and shoulders. (Tr. 408). In December, she explained that if she
did not take her hydroxychloroquine and methotrexate, her pain got
worse. (Tr. 425). She reported the pain was “all over” but worse in her
right shoulder, low back, right leg, and in the hands. ( ). In May of
2023, Dr. Miles McGovney at Penn State Health noted McDonald had
postural tremors of the hands. (Tr. 797).
In March of 2021, Dr. Anne Kantner noted McDonald had
generalized fatigue and body pain. (Tr. 656). A year later, in March of
2022, Dr. Bettina Aprile at Penn State Health noted McDonald reported
generalized fatigue and difficulty moving, and diagnosed fatigue. (Tr.
389-90). Dr. Sowmya Surapaneni also noted “on and off” fatigue in May
of 2022. (Tr. 408). In August of 2023, Dr. Surapaneni noted McDonald
had chronic fatigue, sleep apnea, and achiness in her hands. (Tr. 922).
3
It is against this factual backdrop that the ALJ conducted a hearing
in McDonald’s case on July 3rd, 2024. (Tr. 56). McDonald and a
vocational expert (“VE”) both testified at this hearing. McDonald
testified about her work as a CNA, her mental health challenges
including depression and psychosis, how fibromyalgia pain had
frusturated her efforts at full-time work, and difficulties with both
concentrating and standing for prolonged periods. (Tr. 60-69). The VE
in her testimony first classified McDonald’s past work, then answered
hypothetical questions about an individual with McDonald’s background
and specific types of limitations. (Tr. 69-72).
Following this hearing, on August 8, 2024, the ALJ issued a
decision denying McDonald’s application for benefits. (Tr. 42-51). In that
decision, the ALJ first concluded that McDonald met the insured status
requirement through December 31, 2028. (Tr. 44). At Step 2 of the
sequential analysis that governs Social Security cases, the ALJ found
McDonald suffered from the following severe impairments: fibromyalgia,
inflammatory polyarthritis, obesity, a schizoaffective disorder, and
anxiety. (Tr. 45). At Step 3 the ALJ determined that McDonald did not
4
have an impairment or combination of impairments that met or
medically equaled the severity of one of the listed impairments. (Tr. 46).
Between Steps 3 and 4 the ALJ concluded that McDonald retained
the residual functional capacity to:
[P]erform light work as defined in 20 CFR 404.1567(b) except
she is limited to frequent postural movements except she is
limited to occasional ladders, ropes, and scaffolds. She is
limited to simple and routine tasks, involving only simple,
work-related decisions and only occasional interaction with
supervisors and the public.
(Tr. 47).
In reaching this RFC determination, the ALJ made the following
findings: the ALJ considered McDonald’s reported, subjective symptoms,
and found that “claimant’s medically determinable impairments could
reasonably be expected to cause some of the alleged symptoms; however,
the claimant’s statements concerning the intensity, persistence and
limiting effects of these symptoms are not entirely consistent with the
medical evidence and other evidence in the record [.]” (Tr. 48). The ALJ
then reviewed the medical record evidence he found supported those
findings. (Tr. 48).
5
The ALJ next considered the medical opinions on record. He was
persuaded by the opinion of Dr. Karel Keiter, who opined that McDonald
had no environmental limitations. (Tr. 49). The ALJ found this opinion
supported by and consistent with McDonald’s medical records. ( ). The
ALJ found the opinion of Dr. Mary Gavin generally persuasive, except for
her finding that McDonald needed environmental limitations due to her
asthma and her arthritis. ( ). The ALJ explained that those limitations
were not supported by Dr. Gavin’s mere references to those conditions
and were inconsistent with the opinion of Dr. Keiter. ( ). The ALJ
found the rest of Dr. Gavin’s opinion to be supported by the record and
consistent with Dr. Keiter’s findings. (Tr. 49-50).
The ALJ then found at Step 4 that McDonald could not perform her
past work but, at Step 5, found that she could perform other jobs that
existed in significant numbers in the national economy, such as laundry
folder, marker, and wrapper. (Tr. 50-51). Having reached these
conclusions, the ALJ determined that McDonald had not met the
demanding showing necessary to sustain this claim for benefits and
denied this claim. (Tr. 51).
6
This appeal followed. (Doc. 1). On appeal, McDonald challenges
the adequacy of the ALJ’s decision arguing it is not supported by
substantial evidence. (Doc. 9).
As discussed in greater detail below, having considered the
arguments of counsel and carefully reviewed the record, we conclude that
the ALJ’s decision should be remanded for further consideration by the
Commissioner in accordance with this decision.
III. Discussion
A. Substantial Evidence Review – the Role of this Court
This Court’s review of the Commissioner’s decision to deny benefits
is limited to the question of whether the findings of the final decision-
maker are supported by substantial evidence in the record. See 42 U.S.C.
§405(g); , 529 F.3d 198, 200 (3d Cir. 2008);
, 901 F. Supp. 2d 533, 536 (M.D. Pa. 2012). Substantial
evidence “does not mean a large or considerable amount of evidence, but
rather such relevant evidence as a reasonable mind might accept as
adequate to support a conclusion.” , 487 U.S. 552,
565 (1988). Substantial evidence means less than a preponderance of the
7
evidence but more than a mere scintilla. , 402 U.S.
389, 401 (1971).
A single piece of evidence is not substantial evidence if the ALJ
“ignores, or fails to resolve, a conflict created by countervailing evidence.”
, 994 F.2d 1058, 1064 (3d Cir. 1993) (quoting
, 710 F.2d 110, 114 (3d Cir. 1983)) (internal quotations
omitted). However, where there has been an adequately developed
factual record, substantial evidence may be “something less than the
weight of the evidence, and the possibility of drawing two inconsistent
conclusions from the evidence does not prevent [the ALJ’s decision] from
being supported by substantial evidence.”
, 383 U.S. 607, 620 (1966). The court must “scrutinize the record
as a whole” to determine if the decision is supported by substantial
evidence. , 304 F. Supp.2d 623, 627 (M.D. Pa. 2003).
The Supreme Court has explained the limited scope of our review,
noting that “[substantial evidence] means—and means only—‘such
relevant evidence as a reasonable mind might accept as adequate to
support a conclusion.’” , 139 S. Ct. 1148, 1154 (2019)
8
(quoting , 305 U.S. 197, 229 (1938)).
Under this standard, we must look to the existing administrative record
to determine if there is “‘sufficient evidence’ to support the agency’s
factual determinations.” Thus, the question before us is not whether
the claimant is disabled, but rather whether the Commissioner’s finding
that he or she is not disabled is supported by substantial evidence and
was based upon a correct application of the law. , No.
3:12-CV-02417, 2014 WL 940205, at *1 (M.D. Pa. Mar. 11, 2014) (“[I]t has
been held that an ALJ’s errors of law denote a lack of substantial
evidence”) (alterations omitted); , 512 F. Supp. 913,
914 (W.D. Pa. 1981) (“The Secretary’s determination as to the status of a
claim requires the correct application of the law to the facts”);
, 900 F.2d 675, 678 (3d Cir. 1990) (noting that the scope
of review on legal matters is plenary); , 901 F. Supp. 2d at 536
(“[T]he court has plenary review of all legal issues . . . .”).
When conducting this review, we must remain mindful that “we
must not substitute our own judgment for that of the fact finder.”
, 777 F.3d 607, 611 (3d Cir. 2014) (citing ,
9
399 F.3d 546, 552 (3d Cir. 2005)). Thus, we cannot re-weigh the evidence.
Instead, we must determine whether there is substantial evidence to
support the ALJ’s findings. In doing so, we must also determine whether
the ALJ’s decision meets the burden of articulation necessary to enable
judicial review; that is, the ALJ must articulate the reasons for his
decision. , 220 F.3d 112, 119 (3d
Cir. 2000). This does not require the ALJ to use “magic” words, but rather
the ALJ must discuss the evidence and explain the reasoning behind his
decision with more than just conclusory statements.
, 577 F.3d 500, 504 (3d Cir. 2009) (citations omitted).
Ultimately, the ALJ’s decision must be accompanied by “a clear and
satisfactory explication of the basis on which it rests.” ,
642 F.2d 700, 704 (3d Cir. 1981).
B. Initial Burdens of Proof, Persuasion, and Articulation for the
ALJ
To receive disability benefits under the Social Security Act, a
claimant must show that he or she is unable to “engage in any substantial
gainful activity by reason of any medically determinable physical or
mental impairment which can be expected to result in death or which has
10
lasted or can be expected to last for a continuous period of not less than
12 months.” 42 U.S.C. §423(d)(1)(A); 42 U.S.C. §1382c(a)(3)(A);
20 C.F.R. §§404.1505(a), 416.905(a). This requires a claimant to show a
severe physical or mental impairment that precludes her from engaging
in previous work or “any other substantial gainful work which exists in
the national economy.” 42 U.S.C. §423(d)(2)(A); 42 U.S.C.
§1382c(a)(3)(B); 20 C.F.R. §§404.1505(a), 416.905(a). To receive benefits
under Title II of the Social Security Act, a claimant must show that he or
she is under retirement age, contributed to the insurance program, and
became disabled prior to the date on which he or she was last insured. 42
U.S.C. §423(a); 20 C.F.R. §404.131(a).
In making this determination, the ALJ follows a five-step
evaluation. 20 C.F.R. §§404.1520(a), 416.920(a). The ALJ must
sequentially determine whether the claimant: (1) is engaged in
substantial gainful activity; (2) has a severe impairment; (3) has a severe
impairment that meets or equals a listed impairment; (4) is able to do his
or her past relevant work; and (5) is able to do any other work,
11
considering his or her age, education, work experience and residual
functional capacity (“RFC”). 20 C.F.R. §§404.1520(a)(4), 416.920(a)(4).
Between Steps 3 and 4, the ALJ must also determine the claimant’s
residual functional capacity (RFC). RFC is defined as “that which an
individual is still able to do despite the limitations caused by his or her
impairment(s).” , 220 F.3d at 121 (citations omitted); 20
C.F.R. § 404.1545(a)(1). In making this assessment, the ALJ must
consider all the claimant’s medically determinable impairments,
including any non-severe impairments identified by the ALJ at step two
of his or her analysis. 20 C.F.R. §§404.1545(a)(2), 416.945(a)(2). Our
review of the ALJ’s determination of the plaintiff’s RFC is deferential,
and that determination will not be set aside if it is supported by
substantial evidence. 312 F.3d 113, 129 (3d Cir.
2002).
The claimant bears the burden at Steps 1 through 4 to show a
medically determinable impairment that prevents him or her from
engaging in any past relevant work. , 994 F.2d at 1064. If met, the
burden then shifts to the Commissioner to show at Step 5 that there are
12
jobs in significant numbers in the national economy that the claimant
can perform consistent with the claimant’s RFC, age, education, and
work experience. 20 C.F.R. §§404.1512(f), 416.912(f); , 994 F.2d at
1064.
With respect to the RFC determination, courts have followed
different paths when considering the impact of medical opinion evidence
on this determination. While some courts emphasize the necessity of
medical opinion evidence to craft a claimant’s RFC,
962 F. Supp. 2d 761, 778–79 (W.D. Pa. 2013), other
courts have taken the approach that “[t]here is no legal requirement that
a physician have made the particular findings that an ALJ adopts in the
course of determining an RFC.” , 174 F. App’x 6,
11 (3d Cir. 2006). Additionally, in cases that involve no credible medical
opinion evidence, courts have held that “the proposition that an ALJ
must always base his RFC on a medical opinion from a physician is
misguided.” , 129 F. Supp. 3d 209, 214–15 (W.D. Pa.
2015).
13
Given these differing approaches, we must evaluate the factual
context underlying an ALJ’s decision. Cases that emphasize the
importance of medical opinion support for an RFC assessment typically
arise in the factual setting where well-supported medical sources have
found limitations to support a disability claim, but an ALJ has rejected
the medical opinion based upon an assessment of other evidence. ,
962 F. Supp. 2d at 778–79. These cases simply restate the notion that
medical opinions are entitled to careful consideration when making a
disability determination. On the other hand, when no medical opinion
supports a disability finding or when an ALJ relies upon other evidence
to fashion an RFC, courts have routinely sustained the ALJ’s exercise of
independent judgment based upon all the facts and evidence.
, 174 F. App’x 6; 129 F. Supp. 3d at 214–15.
Ultimately, it is our task to determine, in light of the entire record,
whether the RFC determination is supported by substantial evidence.
312 F.3d 113.
14
C. Legal Benchmarks for the ALJ’s Assessment of a Claimant’s
Alleged Symptoms
When evaluating lay testimony regarding a claimant’s reported
degree of pain and disability, the ALJ must make credibility
determinations. , 577 F.3d at 506. Our review of those
determinations is deferential. However, it is incumbent upon the ALJ
to “specifically identify and explain what evidence he found not credible
and why he found it not credible.” , 777 F.3d at 612 (citations
omitted). An ALJ should give great weight to a claimant’s testimony “only
when it is supported by competent medical evidence.” ,
150 F. Supp. 3d 406, 415–16 (M.D. Pa. 2015) (citations omitted). As the
Third Circuit has noted, while “statements of the individual concerning
his or her symptoms must be carefully considered, the ALJ is not required
to credit them.” 667 F.3d 356, 363 (3d.
Cir. 2011) (referencing 20 C.F.R. §404.1529(a) (“statements about your
pain or other symptoms will not alone establish that you are disabled.”).
The Social Security Rulings and Regulations provide a framework
for evaluating the severity of a claimant’s reported symptoms. 20 C.F.R.
§§ 404.1529, 416.929; SSR 16–3p. Thus, the ALJ must follow a two-step
15
process: first, the ALJ must determine whether a medically determinable
impairment could cause the symptoms alleged; and second, the ALJ must
evaluate the alleged symptoms in light of the entire administrative
record. SSR 16-3p.
Symptoms such as pain or fatigue will be considered to affect a
claimant’s ability to perform work activities only if medical signs or
laboratory findings establish the presence of a medically determinable
impairment that could reasonably be expected to produce the alleged
symptoms. 20 C.F.R. §§ 404.1529(b), 416.929(b); SSR 16–3p. During the
second step of this assessment, the ALJ must determine whether the
claimant’s statements regarding the intensity, persistence, or limiting
effects of his or her symptoms are substantiated when considered in light
of the entire case record. 20 C.F.R. § 404.1529(c), 416.929(c); SSR 16–3p.
This includes, but is not limited to, medical signs and laboratory findings;
diagnoses; medical opinions provided by treating or examining sources
and other medical sources; and information regarding the claimant’s
symptoms and how they affect his or her ability to work. 20 C.F.R. §
404.1529(c), 416.929(c); SSR 16–3p.
16
The Social Security Administration recognizes that individuals
may be limited by their symptoms to a greater or lesser extent than other
individuals with the same medical impairments, signs, and laboratory
findings. SSR 16–3p. Thus, to assist in the evaluation of a claimant’s
subjective symptoms, the Social Security Regulations set forth seven
factors that may be relevant to the assessment of the claimant’s alleged
symptoms. 20 C.F.R. §§ 404.1529(c)(3), 416.929(c)(3). These factors
include: the claimant’s daily activities; the “location, duration, frequency,
and intensity” of the claimant’s pain or symptoms; the type, dosage, and
effectiveness of medications; treatment other than medications; and
other factors regarding the claimant’s functional limitations. 20 C.F.R.
§§ 404.1529(c)(3), 416.929(c)(3).
D. This Case Will Be Remanded.
As we have noted, the ALJ’s decision must be accompanied by “a
clear and satisfactory explication of the basis on which it rests,” ,
642 F.2d at 704, and the ALJ must “indicate in his decision which
evidence he has rejected and which he is relying on as the basis for his
finding.” ., 181 F. 3d 429, 433 (3d Cir.
17
1999). McDonald argues, , that the ALJ failed to properly
evaluate McDonald’s medically determinable impairment of
fibromyalgia. The Commissioner counters that the ALJ properly
considered “both subjective and objective evidence” in consideration of
fibromyalgia. After consideration, we conclude that the RFC is not
supported by substantial evidence, and so we will remand the case.
McDonald points to SSR 12-2p, which discusses the unique
evaluation process required when fibromyalgia is present, and argues
that because the ALJ did not cite this ruling, and did not provide specific
analysis of fibromyalgia symptoms anywhere within McDonald’s RFC,
the ALJ failed to properly evaluate this impairment. (Doc. 8 at 4-6).
McDonald further argues that crediting her subjective complaints about
fibromyalgia’s effects on her would have led to a finding that she was
disabled on account of expected absences. (Doc. 19 at 5).
SSR 12-2p counsels that an ALJ must “consider a longitudinal
record whenever possible because the symptoms of [fibromyalgia] can
wax and wane [.]” SSR 12-2p, 2012 WL 3104869 at *6. It also advises
that the pain, fatigue, and other symptoms associated with fibromyalgia
18
may result in exertional limitations, non-exertional physical or mental
limitations, and non-exertional environmental restrictions. .
McDonald asks us to follow the decision of the court, which
interpreted SSR 12-2p to mean that “objective medical results should
only ever be considered insofar as they ‘substantiate’ the claimant’s
subjective statements about the intensity, persistence and limiting
effects of his or her symptoms.” , No. 22-CV-3993,
2023 WL 5916461 at *14 (E.D. Pa. Sep. 11, 2023). Of course, just because
there are citations to objective medical results in the ALJ’s decision does
not mean the ALJ cited those results to discount
fibromyalgia, as almost all claimants have multiple medically
determinable impairments, but SSR 12-2p requires careful delineation in
such circumstances. Here, the ALJ’s decision relied on objective medical
evidence in discounting McDonald’s subjective statements about all her
symptoms, stating: “the claimant’s statements concerning the intensity,
persistence and limiting effects of these symptoms are not entirely
consistent with the medical evidence and other evidence in the record [.]”
(Tr. 48). A brief discussion of this evidence follows, stating that
19
McDonald’s “treatment records do not fully support her subjective
complaints. Moreover, her work history from April 2023 through at least
her hearing date supports she is more functional than alleged.” The first
sentence references objective evidence, the second, subjective. It is
therefore that there was no error here, if only the subjective
evidence was used to discount fibromyalgia symptoms. But we cannot
say that is the case, because the ALJ’s decision does not suggest which
symptoms are being discounted by what evidence.
We are therefore constrained to assume that all symptoms were
discounted by the cited evidence, meaning the ALJ relied, at least in part,
on objective evidence to discount McDonald’s alleged symptoms. As SSE
12-2p implies, the court stated clearly, and other Circuit courts
have also held, that is an improper analysis of fibromyalgia symptoms.
983 F.3d 83, 98 (4th Cir. 2020) (“ALJs
may not rely on objective medical evidence (or the lack thereof)—even as
just one of multiple factors—to discount a claimant’s subjective
complaints regarding symptoms of fibromyalgia”). A reference to 12-2p
from the ALJ might have sufficed to explain if fibromyalgia symptoms
20
were properly discounted. Similarly, if a discussion of fibromyalgia
specifically appeared somewhere in the decision, that might have helped
us to trace the ALJ’s logic in discounting McDonald’s symptoms. But the
ALJ did neither. Therefore, on this record, we cannot be sure that
fibromyalgia was properly evaluated. Further, McDonald is correct that,
if her statements about her symptoms were credited, the VE’s testimony
makes clear that she would be unable to work, and so would qualify as
disabled. ( Tr. 71). McDonald has therefore demonstrated this error
was prejudicial to her.
Accordingly, we find the ALJ’s decision is not supported by
substantial evidence, and remand is required for further consideration of
these issues.3 While we reach this conclusion, we note that nothing in
this Memorandum Opinion should be deemed as expressing a judgment
on the ultimate outcome of this matter. Rather, that task is left to the
ALJ on remand.
3 Because we find that this issue necessitates remand, we decline to
analyze McDonald’s other claims of error.
21
IV. Conclusion
For the foregoing reasons, the decision of the Commissioner will be
REMANDED for further consideration.
An appropriate order follows.
Submitted this 22nd day of August 2025.
Daryl F. Bloom
Chief United States Magistrate Judge
22