Opinion

Opinion

Court
District Court, E.D. California
Filed
Apr 20, 2026
Cited by
0 cases
Authority
More cited than 41.6%

The opinion

1

2

3

4

5

6

7

8 IN THE UNITED STATES DISTRICT COURT

9 FOR THE EASTERN DISTRICT OF CALIFORNIA

10

11 DIANE KERR, No. 2:25-CV-1776-DC-DMC

12 Plaintiff,

13 v. FINDINGS AND RECOMMENDATIONS

14 COMMISSIONER OF SOCIAL

SECURITY,

15

Defendant.

16

17

18 Plaintiff, who is proceeding with retained counsel, brings this action for judicial

19 review of a final decision of the Commissioner of Social Security under 42 U.S.C. § 405(g).

20 Plaintiff, who is proceeding with retained counsel, brings this action for judicial review of a final

21 decision of the Commissioner of Social Security under 42 U.S.C. § 405(g). Pending before the

22 Court are the parties’ briefs on the merits, ECF Nos. 11 and 16.

23 The Court reviews the Commissioner’s final decision to determine whether it is:

24 (1) based on proper legal standards; and (2) supported by substantial evidence in the record as a

25 whole. See Tackett v. Apfel, 180 F.3d 1094, 1097 (9th Cir. 1999). “Substantial evidence” is

26 more than a mere scintilla, but less than a preponderance. See Saelee v. Chater, 94 F.3d 520, 521

27 (9th Cir. 1996). It is “. . . such evidence as a reasonable mind might accept as adequate to support

28 a conclusion.” Richardson v. Perales, 402 U.S. 389, 402 (1971). The record as a whole,

1 including both the evidence that supports and detracts from the Commissioner’s conclusion, must

2 be considered and weighed. See Howard v. Heckler, 782 F.2d 1484, 1487 (9th Cir. 1986); Jones

3 v. Heckler, 760 F.2d 993, 995 (9th Cir. 1985). The Court may not affirm the Commissioner’s

4 decision simply by isolating a specific quantum of supporting evidence. See Hammock v.

5 Bowen, 879 F.2d 498, 501 (9th Cir. 1989). If substantial evidence supports the administrative

6 findings, or if there is conflicting evidence supporting a particular finding, the finding of the

7 Commissioner is conclusive. See Sprague v. Bowen, 812 F.2d 1226, 1229-30 (9th Cir. 1987).

8 Therefore, where the evidence is susceptible to more than one rational interpretation, one of

9 which supports the Commissioner’s decision, the decision must be affirmed, see Thomas v.

10 Barnhart, 278 F.3d 947, 954 (9th Cir. 2002), and may be set aside only if an improper legal

11 standard was applied in weighing the evidence, see Burkhart v. Bowen, 856 F.2d 1335, 1338 (9th

12 Cir. 1988).

13 For the reasons discussed below, the Court recommends the Commissioner’s final

14 decision be affirmed.

15

16 I. THE DISABILITY EVALUATION PROCESS

17 To achieve uniformity of decisions, the Commissioner employs a five-step

18 sequential evaluation process to determine whether a claimant is disabled. See 20 C.F.R.

19 §§ 404.1520 (a)-(f) and 416.920(a)-(f). The sequential evaluation proceeds as follows:

20 Step 1 Determination whether the claimant is engaged in

substantial gainful activity; if so, the claimant is presumed

21 not disabled and the claim is denied;

22 Step 2 If the claimant is not engaged in substantial gainful activity,

determination whether the claimant has a severe

23 impairment; if not, the claimant is presumed not disabled

and the claim is denied;

24

Step 3 If the claimant has one or more severe impairments,

25 determination whether any such severe impairment meets

or medically equals an impairment listed in the regulations;

26 if the claimant has such an impairment, the claimant is

presumed disabled and the claim is granted;

27

28 / / /

1 Step 4 If the claimant’s impairment is not listed in the regulations,

determination whether the impairment prevents the

2 claimant from performing past work in light of the

claimant’s residual functional capacity; if not, the claimant

3 is presumed not disabled and the claim is denied;

4 Step 5 If the impairment prevents the claimant from performing

past work, determination whether, in light of the claimant’s

5 residual functional capacity, the claimant can engage in

other types of substantial gainful work that exist in the

6 national economy; if so, the claimant is not disabled and

the claim is denied.

7

See 20 C.F.R. §§ 404.1520 (a)-(f) and 416.920(a)-(f).

8

9 To qualify for benefits, the claimant must establish the inability to engage in

10 substantial gainful activity due to a medically determinable physical or mental impairment which

11 has lasted, or can be expected to last, a continuous period of not less than 12 months. See 42

12 U.S.C. § 1382c(a)(3)(A). The claimant must provide evidence of a physical or mental

13 impairment of such severity the claimant is unable to engage in previous work and cannot,

14 considering the claimant’s age, education, and work experience, engage in any other kind of

15 substantial gainful work which exists in the national economy. See Quang Van Han v. Bower,

16 882 F.2d 1453, 1456 (9th Cir. 1989). The claimant has the initial burden of proving the existence

17 of a disability. See Terry v. Sullivan, 903 F.2d 1273, 1275 (9th Cir. 1990).

18 The claimant establishes a prima facie case by showing that a physical or mental

19 impairment prevents the claimant from engaging in previous work. See Gallant v. Heckler, 753

20 F.2d 1450, 1452 (9th Cir. 1984); 20 C.F.R. §§ 404.1520(f) and 416.920(f). If the claimant

21 establishes a prima facie case, the burden then shifts to the Commissioner to show the claimant

22 can perform other work existing in the national economy. See Burkhart v. Bowen, 856 F.2d

23 1335, 1340 (9th Cir. 1988); Hoffman v. Heckler, 785 F.2d 1423, 1425 (9th Cir. 1986); Hammock

24 v. Bowen, 867 F.2d 1209, 1212-1213 (9th Cir. 1989).

25 / / /

26 / / /

27 / / /

28 / / /

1 II. THE COMMISSIONER’S FINDINGS

2 Plaintiff applied for social security benefits on August 31, 2022. See CAR 23.1 In

3 the application, plaintiff claims disability began on March 15 ,2021. See id. Plaintiff’s claim was

4 initially denied. Following denial of reconsideration, Plaintiff requested an administrative

5 hearing, which was held on April 18, 2024, before Administrative Law Judge (ALJ) Alan

6 Markiewicz. In a May 24, 2024, decision, the ALJ concluded Plaintiff is not disabled based on

7 the following relevant findings:

8 1. The claimant has the following severe impairment(s): long COVID

and chronic migraines.

9

2. The claimant does not have an impairment or combination of

10 impairments that meets or medically equals an impairment listed in

the regulations.

11

3. The claimant has the following residual functional capacity: the

12 claimant can perform medium work; she can lift and carry up to 50

pounds occasionally and up to 25 pounds frequently; she can stand

13 for 6 hours in an 8-hour day; she can sit for 6 hours in an 8-hour

day; she can perform postural activities frequently; the claimant

14 should avoid concentrated exposure to noise; and she should avoid

concentrated exposure to fumes, odors, dusts, gases, and poor

15 ventilation.

16 4. Considering the claimant’s age, education, work experience,

residual functional capacity, and vocational expert testimony, the

17 claimant can perform her past relevant work as a project manager.

18 See id. at 25-33.

19 After the Appeals Council declined review on April 25, 2025, this appeal followed.

20 / / /

21 / / /

22 / / /

23 / / /

24 / / /

25 / / /

26 / / /

27

1 Citations are the to the Certified Administrative Record (CAR) lodged on August

28 20, 2025, ECF No. 10.

1 III. DISCUSSION

2 In her opening brief, Plaintiff argues that the ALJ failed to properly evaluate her

3 subjective statements and testimony. See ECF No. 11-1, pgs. 3-8.

4 The Commissioner determines the weight to be given to a claimant’s own

5 statements and testimony, and the court defers to the Commissioner’s discretion if the

6 Commissioner used the proper process and provided proper reasons. See Saelee v. Chater, 94

7 F.3d 520, 522 (9th Cir. 1996). An explicit finding must be supported by specific, cogent reasons.

8 See Rashad v. Sullivan, 903 F.2d 1229, 1231 (9th Cir. 1990). General findings are insufficient.

9 See Lester v. Chater, 81 F.3d 821, 834 (9th Cir. 1995). Rather, the Commissioner must identify

10 what testimony is not afforded weight and what evidence undermines the testimony. See id.

11 Moreover, unless there is affirmative evidence in the record of malingering, the Commissioner’s

12 reasons for rejecting testimony as not credible must be “clear and convincing.” See id.; see also

13 Carmickle v. Commissioner, 533 F.3d 1155, 1160 (9th Cir. 2008) (citing Lingenfelter v Astrue,

14 504 F.3d 1028, 1936 (9th Cir. 2007), and Gregor v. Barnhart, 464 F.3d 968, 972 (9th Cir. 2006)).

15 If there is objective medical evidence of an underlying impairment, the

16 Commissioner may not discredit a claimant’s testimony as to the severity of symptoms merely

17 because they are unsupported by objective medical evidence. See Bunnell v. Sullivan, 947 F.2d

18 341, 347-48 (9th Cir. 1991) (en banc). As the Ninth Circuit explained in Smolen v. Chater:

19 The claimant need not produce objective medical evidence of the

[symptom] itself, or the severity thereof. Nor must the claimant produce

20 objective medical evidence of the causal relationship between the

medically determinable impairment and the symptom. By requiring that

21 the medical impairment “could reasonably be expected to produce” pain or

another symptom, the Cotton test requires only that the causal relationship

22 be a reasonable inference, not a medically proven phenomenon.

23 80 F.3d 1273, 1282 (9th Cir. 1996) (referring to the test established in

Cotton v. Bowen, 799 F.2d 1403 (9th Cir. 1986)).

24

25 The Commissioner may, however, consider the nature of the symptoms alleged,

26 including aggravating factors, medication, treatment, and functional restrictions. See Bunnell,

27 947 F.2d at 345-47. In weighing a claimant’s statements and testimony, the Commissioner may

28 also consider: (1) the claimant’s reputation for truthfulness, prior inconsistent statements, or other

1 inconsistent testimony; (2) unexplained or inadequately explained failure to seek treatment or to

2 follow a prescribed course of treatment; (3) the claimant’s daily activities; (4) work records; and

3 (5) physician and third-party testimony about the nature, severity, and effect of symptoms. See

4 Smolen, 80 F.3d at 1284 (citations omitted). It is also appropriate to consider whether the

5 claimant cooperated during physical examinations or provided conflicting statements concerning

6 drug and/or alcohol use. See Thomas v. Barnhart, 278 F.3d 947, 958-59 (9th Cir. 2002). If the

7 claimant testifies as to symptoms greater than would normally be produced by a given

8 impairment, the ALJ may disbelieve that testimony provided specific findings are made. See

9 Carmickle, 533 F.3d at 1161 (citing Swenson v. Sullivan, 876 F.2d 683, 687 (9th Cir. 1989)).

10 In determining residual functional capacity at Step 4, the ALJ considered

11 Plaintiff’s subjective statements and testimony. See CAR 29-30. The ALJ began by

12 summarizing Plaintiff’s subjective statements and testimony as follows:

13 The claimant alleged that she was disabled due to long-term effects of

COVID, hemangioma for intracranial space, hypothyroidism (low

14 thyroid), and auto immune disease. She noted several symptoms from long

COVID that included memory loss, loss of balance, comprehension issues,

15 exhaustion, and migraines. She was unable to focus or concentrate on

anything. She often had headaches with nausea. She had no energy and

16 doing one to two tasks per day wiped her out. She had extreme fatigue and

slept then to twelve hours per day. She had migraines five days in a row

17 lasting three to three and hours a time. She had to a dark room and shut

everything down. The claimant’s impairments allegedly affected her

18 walking, memory, completing tasks, concentration, understanding,

following instructions, and using hands. She estimated that she could lift

19 approximately ten pounds and pay attention for a few second[s] if it was

verbal (Hearing Testimony, Exhibit 4E, 8E).

20

CAR 29.

21

22 The ALJ offered the following analysis supporting his conclusion that Plaintiff’s

23 statements and testimony concerning the intensity, persistence, and limiting effects of her

24 symptoms are “not entirely consistent” with the medical evidence and other evidence of record:

25 As for the claimant’s statements about the intensity, persistence, and

limiting effects of his or her symptoms, they are inconsistent because,

26 while the claimant continues to have some problems stemming from the

original COVID infection, the allegations are not entirely consistent with

27 the record. The claimant’s level and response to treatment and

examination findings reflect a greater level of functioning than alleged.

28

1 The claimant was infected with COVID-19 in November 2020 following a

known COVID exposure (2F-4, 5F-30). She experienced ongoing

2 symptoms of long COVID afterwards that included exhaustion and

extreme fatigue, dizziness and balance issues, nausea, an inability to

3 concentrate, cognitive decline, and heart palpitations (Exhibit 5F-13, 22,

30, 14F-195, 16F-21, 17F-2). It was noted in the treatment record that the

4 claimant was a hiker and hiked five to seven miles often (Exhibit 5F-6).

She was independent in activities of [daily living] and walked with her

5 husband three times per week (Exhibit 13F-17).

6 The claimant also experienced severe headaches and migraines as a

symptom of long COVID (Exhibit 5F-21, 22, 13F-14). She had painful

7 headaches multiple times per day (Exhibit 4F-5). These were accompanied

by sensitivity to light and sound (Exhibit 9F-6). Notably, imaging of the

8 claimant’s brain showed lesion that was likely hemangioma. However,

treating providers did find that this lesion was completely incidental and

9 unrelated to her headaches (Exhibit 3F-6, 9F-8).

10 On examination, the claimant has presented with normal cranial nerve

findings, lungs clear to auscultation, normal gait, and no focal weakness

11 (Exhibit 9F-7, 10F-7, 13F-15).

12 The claimant attended a consultative internal medicine examination in

June 2023. She reported ongoing long COVID symptoms. She had chronic

13 fatigue and slept ten to twelve hours a day. She had shortness of breath

and heart palpitations. She experienced joint and muscle pain. She also

14 reported cognitive issues and falls. She has had headaches since 2019

following head trauma, but they worsened and she was diagnosed with

15 migraines in January 2023. She had headaches almost daily accompanied

by nausea, photophobia, and phonophobia (Exhibit 12F-1). On

16 examination, the claimant had lungs clear to auscultation, a regular

cardiovascular rate and rhythm, and a normal gait without an assistance

17 device. No range of motion deficits were noted. The claimant had full

strength in her bilateral and upper extremities, including grip strength. The

18 examiner noted that the physical exam was essentially unremarkable

(Exhibit 12F-4).

19

CAR 29-30.

20

21 Plaintiff raises two arguments. First, she argues that the ALJ merely summarized

22 the medical evidence and failed to explain how such evidence contradicted a specific portion of

23 her subjective testimony. See ECF No. 11-1, pgs. 6-7. Second, Plaintiff contends that the ALJ

24 improperly relied on activities of daily living. See id. at 7-8.

25 The Court addresses Plaintiff’s second argument first and finds it unpersuasive.

26 The Court agrees with Plaintiff that, where the ALJ relies on daily activities to discount a

27 claimant’s allegations of disability, such activities must show that the claimant is “. . .able to

28 spend a substantial part of his day engaged in pursuits involving the performance of physical

1 functions that are transferable to a work setting.” Fair v. Bowen, 885 F.2d 597, 603 (9th Cir.

2 1989). However, in this case the ALJ did not rely on Plaintiff’s daily activities to show that

3 Plaintiff could perform the demands of full-time work. Rather, the ALJ cited specific activities,

4 such hiking and walking, to demonstrate an inconsistency with Plaintiff’s allegations of dizziness,

5 fatigue, and balance issues related to long COVID.

6 Turning to Plaintiff’s first argument that the ALJ’s analysis merely recited the

7 objective medical evidence without drawing any connection to specific statements and testimony

8 found not entirely credible, the Court also finds this argument unpersuasive. As noted above, the

9 ALJ properly noted that Plaintiff’s allegations of dizziness, fatigue, and balance issues were

10 inconsistent with reports she made to doctors that she was a hiker who often hiked for five to

11 seven miles. Moreover, the ALJ noted that Plaintiff’s allegations of severe headaches were

12 inconsistent with the objective evidence of normal findings other than a lesion which was

13 unrelated to headaches. The Court finds that the ALJ’s analysis adequately links specific

14 testimony found not credible to specific portions of the objective evidence.

15 / / /

16 / / /

17 / / /

18 / / /

19 / / /

20 / / /

21 / / /

22 / / /

23 / / /

24 / / /

25 / / /

26 / / /

27 / / /

28 / / /

1 IV. CONCLUSION

2 Based on the foregoing, the undersigned recommends that:

3 1. Plaintiff's motion for summary judgment, ECF No. 11, be denied

4 2. Defendant’s cross-motion for summary judgment, ECF No. 16, be granted.

5 3. The Commissioner’s final decision be affirmed.

6 These findings and recommendations are submitted to the United States District

7 || Judge assigned to the case, pursuant to the provisions of 28 U.S.C. § 636(b)(1). Within 14 days

8 | after being served with these findings and recommendations, any party may file written

9 || objections with the court. Responses to objections shall be filed within 14 days after service of

10 || objections. Failure to file objections within the specified time may waive the right to appeal. See

11 | Martinez v. YIst, 951 F.2d 1153 (9th Cir. 1991).

12

13 | Dated: April 20, 2026 Ss.cqo_

DENNIS M. COTA

15 UNITED STATES MAGISTRATE JUDGE

16

17

18

19

20

21

22

23

24

25

26

27

28

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.