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November 23, 1982


The opinion of the court was delivered by: Bua, District Judge.


Plaintiff brings this action pursuant to 42 U.S.C. § 405(g), seeking judicial review of the final decision of the Secretary of Health and Human Services (the "Secretary") denying plaintiff, Maria Sokolowski, widow's insurance disability benefits under Section 202(e) of the Social Security Act (the "Act"). 42 U.S.C. § 402(e). Since this Court finds that the Secretary's conclusion that Mrs. Sokolowski is not a "widow" as defined by Section 216(c) of the Act, 42 U.S.C. § 416(c), was based on an improper interpretation of the law, the Secretary's decision is reversed. The case is remanded for a hearing on Mrs. Sokolowski's disability, the next stage in determining her entitlement to benefits. See 42 U.S.C. § 402(e); 42 U.S.C. § 423.

Plaintiff filed for widow's insurance disability benefits on May 9, 1980, based on the earnings of her deceased husband. (R. 50). Mrs. Sokolowski's application was denied initially and upon reconsideration. (R. 61). A hearing was held on this matter on May 5, 1981, and on August 27, 1981 the ALJ ruled that plaintiff was not a "widow" and therefore not entitled to widow's insurance disability benefits. (R. 20). A timely Request for Review was filed with the Appeals Council. (R. 18). In a decision dated February 9, 1982, the Appeals Council affirmed in all respects the findings of the ALJ, letting the ALJ decision stand as the final decision of the Secretary.

The decision of the ALJ and the Appeals Council ruling upholding that decision were based on the belief that the plaintiff's marriage to Longin Sokolowski was not of sufficient length to satisfy the nine month duration of relationship requirement of Section 216(c)(5) of the Act. 42 U.S.C. § 416(c). That statutory section provides that:

  (c) The term "widow" . . . means the surviving wife
  of an individual, but only if . . . (5) she was
  married to him for a period of not less than nine
  months immediately prior to the day on which he died.

In calculating the length of the Sokolowskis' marriage, both the ALJ and the Appeals Council felt that Congress' use of the words "prior to the day of" death (as opposed to "prior to the death") prohibited them from counting the day Mr. Sokolowski died in delineating the statute's nine-month requirement. (R. 3 and 36). Thus, the Appeals Council concluded that "the marriage would have had to have occurred no later than July 16, 1979 to meet the nine month duration test." (R. 3). This Court believes that the Appeals Council conclusion was in error, because the computation of the nine-month period must include the day of the wage-earner's death. Therefore, the duration of relationship requirement is satisfied, and plaintiff qualifies as a "widow" under 42 U.S.C. § 416(c)(5).

As the above discussion indicates, the issue presented to this Court is a narrow one: whether or not the statute's nine-month period includes the day Mr. Sokolowski died. As with any case of statutory interpretation, the Court's analysis must begin with the language of the statute itself. Touche Ross & Company v. Redington, 442 U.S. 560, 568, 99 S.Ct. 2479, 2485, 61 L.Ed.2d 82 (1979).

As has already been stated, Section 216(c)(5) states that the marriage must have been in existence for "nine months immediately prior to the day on which he [the wage earner] died." It is a general rule of statutory construction that Congress is assumed to use words in their ordinary and common sense way. Shea v. Vialpando, 416 U.S. 251, 260, 94 S.Ct. 1746, 1753, 40 L.Ed.2d 120 (1974). This Court believes that such a reading of the statute must recognize that the language "immediately prior to the day on which he died" is the usual way to denote the time immediately preceding death. It is certainly quite uncommon to define this period by reference to the exact moment or hour of death. Rather, much more typical is the language used by Congress. The import of this analysis is that the nine-month limit may be satisfied by counting any and all time before death of the wage earner.

Additionally, it must be noted that an interpretation of the quoted language which would exclude the day of the insured's death would essentially create a nine month and one day requirement. This seems inconsistent with Congress' intent, discussed in the legislative history, to impose a durational requirement of "nine months." H.R.Rep. No. 544, 90th Cong. 1st Sess., 56 (1967). The legislative history, quoted extensively in the plaintiff's brief and in note 1, supra., also indicates that the clear purpose of the nine-month requirement was to measure the duration of the couple's marital relationship.*fn1 As plaintiff points out, in light of congress' apparent intent to look to the entire time span of the marriage relationship, it would be incongruous to compute that relationship's duration to exclude any day on which the marriage had in fact existed. It is this Court's belief that the marriage's duration clearly includes both the day of the marriage and the day on which one of the parties to that marriage died.

The interpretation suggested by the language of the statute and its legislative history finds additional support in the Secretary's regulations. As both parties have noted, "[i]n August, 1980, the Secretary promulgated revised regulations [under Section 216(c)(5) of the Act] to make them easier to read and understand . . ." Kirk v. Secretary of Health and Human Services, 667 F.2d 524, 527, n. 1 (6th Cir. 1981). One of the regulations which resulted from this revision is 20 C.F.R. § 404.335 which sets out the Secretary's definition of when a surviving spouse will be determined to be a "widow" under the statute. The regulation states:

  You may be entitled to benefits as the widow or
  widower of a person who was fully insured when he or
  she died. You are entitled to these benefits if: (a)
  you are the insured's widow or widower based upon a
  relationship described in § 404.345-404.346, and one
  of the following conditions is met: (1) Your
  relationship to the insured as a wife or husband
  lasted for at least 9 months immediately before the
  insured died . . . (emphasis added)

The underlined language indicates that the Secretary has interpreted Section 216(c)(5) to mean that the nine month duration requirement may be satisfied up to and including the day of the wage earner's death. "[T]he interpretation of a statute by an agency charged with its enforcement is a substantial factor to be considered in construing the statute." Miller v. Youakim, 440 U.S. 125, 144, 99 S.Ct. 957, 968, 59 L.Ed.2d 194 (1979), quoting Youakim v. Miller, 425 U.S. 231, 235-236, 96 S.Ct. 1399, 1402, 47 L.Ed.2d 701 (1976) citing New York Department of Social Services v. Dublino, 413 U.S. 405, 421, 93 S.Ct. 2507, 2516-2517, 37 L.Ed.2d 688 (1973); Columbia Broadcasting System, Inc. v. Democratic National Committee, 412 U.S. 94, 121, 93 S.Ct. 2080, 2095-2096, 36 L.Ed.2d 772 (1973); Investment Co. Institute v. Camp, 401 U.S. 617, 626-627, 91 S.Ct. 1091, 1097, 28 L.Ed.2d 367 (1971). This is especially so, when the interpretation is a matter of "public record." Udall v. Tallman, 380 U.S. 1, 17-18, 85 S.Ct. 792, 801-802, 13 L.Ed.2d 616 (1965).

For the foregoing reasons, this Court believes that the decisions of the ALJ and the Appeals Council were contrary to law and must be reversed. Therefore, the case is remanded for ...

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