99-2768•John Gregory Lambros v. USA
99-2768Court of Appeals for the Eighth Circuit30 de nov. de 2000
1The Honorable Charles A. Shaw, United States District Judge for the Eastern
District of Missouri, adopting the report and recommendations of the Honorable Mary
Ann L. Medler, United States Magistrate Judge for the Eastern District of Missouri.
United States Court of Appeals
FOR THE EIGHTH CIRCUIT
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No. 99-1886
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Christos V. Georgiou, *
*
Appellant, *
* Appeal from the United States
v. * District Court for the
* Eastern District of Missouri
Kenneth S. Apfel, Commissioner of *
Social Security, * [UNPUBLISHED]
*
Appellee. *
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Submitted: October 19, 2000
Filed: November 14, 2000
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Before McMILLIAN, BOWMAN, and MORRIS SHEPPARD ARNOLD,
Circuit Judges.
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PER CURIAM.
Christos V. Georgiou appeals from the final judgment entered in the District
Court1 for the Eastern District of Missouri, granting summary judgment to the
Commissioner in Georgiou’s suit for greater retirement insurance benefits. Georgiou
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sought credit for his earnings in Greece, while a Greek citizen, for the years 1950
through 1973; an administrative law judge (ALJ) determined, however, that Georgiou’s
work in Greece was noncovered employment and was not subject to a totalization
agreement between Greece and the United States (U.S.), and thus awarded him benefits
based on his U.S. earnings only. For reversal, Georgiou argues the ALJ erred in not
awarding him benefits based on his combined Greek and U.S. credits. For the reasons
discussed below, we affirm the judgment of the district court.
Pursuant to the Social Security Act (“the Act”), the U.S. and foreign countries
may enter into totalization agreements which govern the entitlement to and amount of
retirement benefits for a worker who has worked both here and abroad. Under the Act,
totalization agreements “shall provide that in the case of an individual who has at least
6 quarters of coverage . . . and periods of coverage under the social security system of
a foreign country[,] . . . periods of coverage of such individual under such social
security system of such foreign country may be combined with periods of coverage”
under the U.S. system and “considered for the purposes of establishing entitlement to
and the amount of” retirement benefits. See 42 U.S.C. § 433(c)(1)(A). We interpret
the plain language of the Act as requiring only that totalization agreements contain a
provision relating to the combination of periods of coverage, and not as mandating how
such a provision should be worded or how periods of coverage must be combined. See
United States v. Union Elec. Co., 64 F.3d 1152, 1165 (8th Cir. 1995) (in interpreting
statutory language, court first looks to plain meaning of language).
We believe the Act is ambiguous, moreover, given its use of mandatory (“shall
provide”) and permissive (“may be combined”) language and its failure to set greater
parameters on combining coverage. See Owner-Operator Indep. Drivers Ass’n v. New
Prime, Inc., 192 F.3d 778, 785 (8th Cir. 1999) (in construing inconsistently drafted
statute, it is appropriate to use its legislative history to confirm most plausible
construction of subsection’s plain language), cert. denied, 120 S. Ct. 1671 (2000). The
legislative history is instructive and shows that Congress intended benefits to be
combined only when an individual would not have enough quarters of coverage under
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one system to qualify for benefits. See H.R. Conf. Rep. No. 103-670 (1994), 140
Cong. Rec. H6874 (“If an individual has worked under Social Security systems in both
the U.S. and a foreign country with which the U.S. has [a totalization agreement], but
has not worked long enough to qualify for a benefit, a totalization agreement allows the
individual’s coverage under both systems to be combined, or ‘totalized,’ in order for
one country (or both) to pay a benefit.”).
We hold that the totalization agreement between the U.S. and Greece is
consistent with the Act and its legislative history. The agreement contains a
combination-of-periods-of-coverage provision as required by the Act, and it tracks the
legislative history’s language detailing when periods of coverage may be combined.
Specifically, the agreement provides that, when an individual has at least 6 quarters of
coverage under the U.S. system, but not enough to qualify for benefits under the U.S.
system (i.e., has less than 40 quarters of coverage), Greek periods of coverage may be
combined with U.S. periods of coverage. The ALJ determined--and neither party
disputes--that Georgiou had at least 40 quarters of coverage under the U.S. system.
See 42 U.S.C. § 413 (definition of quarter of coverage). Therefore, the totalization
provision did not apply, and Georgiou’s Greek and U.S. credits were properly not
combined.
Accordingly, we affirm.
A true copy.
Attest:
CLERK, U.S. COURT OF APPEALS, EIGHTH CIRCUIT.
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