← Späť na vyhľadávanie
Súdny dvor Európskej únie·12.6.1990

C-236/88

ECLI:EU:C:1990:243

Súd
Súdny dvor Európskej únie
IČS
61988CC0236

COMMISSION v FRANCE

OPINION OF MR ADVOCATE GENERAL VAN GERVEN delivered on 12 June 1990 *

Mr President, 'Save as otherwise provided in this regu- Members of the Court, lation, invalidity, old-age or survivors' cash benefits, pensions for accidents at work or occupational diseases and death grants acquired under the legislation of one or more Member States shall not be subject to any reduction, modification, suspension, 1. In this action based on Article 169 of the withdrawal or confiscation by reason of the EEC Treaty, the Commission is asking for a fact that the recipient resides in the territory declaration that, by refusing to grant the of a Member State other than that in which supplementary allowance of the Fonds the institution responsible for payment is national de solidarité (National Solidarity situated.' Fund) to recipients of a French invalidity, old-age or survivor's pension who reside in or transfer their residence to another Member State of the Community, the French Republic has failed to fulfil its obli- gations under Articles 48 to 51 of the Treaty and Article 10 of Regulation (EEC) The obligation incumbent on the Member No 1408/71 of the Council of 14 June 1971 States is clear from the wording of Article on the application of social security schemes 10; there remains the question whether the to employed persons, to self-employed supplementary allowance from the Fonds persons and to members of their families national de solidarité which is at issue here moving within the Community. 1 forms part of the legislation to which Regu- lation No 1408/71 applies.

This case is closely connected with Case C-307/89, in which the Commission has The relevant passages in Article 4(1) and (4) also brought an action against the French of Regulation N o 1408/71 read as follows: Republic for a declaration that, by refusing to grant the same supplementary allowance to nationals of other Member States who reside in France, the French Republic has failed to fulfil its obligations. '1. This regulation shall apply to all legis- lation concerning the following branches of social security:

2. The first subparagraph of Article 10(1) of Regulation No 1408/71 reads as follows:

* Original language: Dutch. 1 — Updated by Council Regulation (EEC) N o 2001/83 of 2 June 1983 (OJ 1983 L 230, p. 6, Annex I).

I-3173

OPINION OF MR VAN GERVEN —CASE C-236/88

(b) invalidity benefits, including those Court stated with regard to the intended for the maintenance or supplementary allowance of the Fonds improvement of earning capacity; national de solidarité that:

(c) old-age benefits; 'In its judgment of 9 October 1974 in Case 24/74 Biason [1974] ECR 999 the Court took the view that, whilst it may seem desirable from the point of view of applying (d) survivor's benefits; the Community regulations on social security, to establish a clear distinction between legislative schemes that fall respectively within social security and assistance, the possibility cannot be excluded that by reason of the persons covered, its objectives and its methods of application, 4. This regulation shall not apply to social national legislation may, at one and the and medical assistance . . . ' same time, have links to both those categories' (paragraph 9).

Article l(t) of the regulation contains a broad definition of 'benefits', 'allowances' 'Those considerations apply to the present and 'pensions', which is as follows: case. Legislation of the type with which the request for a preliminary ruling is concerned in fact fulfils a dual function, in so far as, in the first place, it guarantees a minimum '"Benefits" and "pensions" mean all benefits means of subsistence to persons in need and, and pensions, including all elements thereof in the second place, it provides additional payable out of public funds, revalorization income for the recipients of social security increases and supplementary allowances, benefits which are inadequate' (para- subject to the provisions of Title III, as also graph 10). lump-sum benefits which may be paid in lieu of pensions, and payments made by way of reimbursement of contributions.' 'In so far as such legislation confers a right to supplementary benefits designed to increase the amount of pensions paid by 3. Taking account of those broad defi- way of social security, without any nitions, the Court has already held on assessment of individual needs or circum- several occasions that the allowance at issue stances, which is a characteristic of here falls within the scope of Regulation No assistance, it comes within the social 1408/71 and not within the social assistance security scheme within the meaning of schemes excluded by Article 4(4). In that Regulation No 1408/71. The fact that a regard reference may be made inter alia to single law may also provide for advantages the Biason judgment of 9 October 1974 2 which can be classified as assistance cannot and the Giletti judgment,3 in which the alter, for the purposes of Community law, the intrinsic social security character of a 2 — Judgment in Case 24/74 Caisse régionale d'assurance benefit linked to an invalidity, old-age or maladie v Biason [1974] ECR 999, paragraphs 9 to 12. survivor's pension to which it is an 3 — Judgment in Joined Cases 379/85 to 381/85 and 93/86 CRAM Rhône-Alpes v Giletti [1986] ECR 955. automatic supplement' (paragraph 11).

I-3174

COMMISSION v FRANCE

'Accordingly, the answer to the first However, it is impossible to predict either question must be that Article 4(4) of Regu- the course of the discussions within the lation No 1408/71 must be interpreted as Council or whether any future rules (on not excluding from the matters covered by interpretation) could have retroactive effect; that regulation a supplementary allowance moreover, the question could arise whether paid by a fonds national de solidarité individuals can in that way be retroactively financed from tax revenue and granted to divested of rights derived from the social the recipients of old-age, survivors' or inva- legislation of the Community. lidity pensions with a view to providing them with a minimum means of subsistence, provided that the persons concerned have a legally protected right to the grant of such an allowance' (paragraph 12). It is not for the Court to anticipate any amendments which may be made to the Community legislation.

In its judgment in Zaoui on the same supplementary allowance, the Court again This argument is therefore untenable. followed its previous decisions.4

6. Secondly, the French Republic refers to a number of practical problems to which the 4. There is nothing in the French Republic's Court's interpretation gives rise and to defence and rejoinder which may cast doubt which the provisions of Regulation No on the applicability of those decisions here. I 1408/71 do not provide a satisfactory therefore consider the Commission's solution. Those practical questions are application to be well founded. Never- concerned, in particular, with the difficulty theless, for the sake of completeness, I shall of ascertaining the actual income of persons briefly consider the arguments on which the residing in another Member State, taking French Republic relies in its defence and out a mortgage on any immovable property rejoinder. and so on.

The Commission points out that, in 5. To begin with, the French Republic accordance with the case-law of the Court, refers to the proposals which the the practical 'difficulties that might arise Commission has submitted to the Council from the application of the Community and which would lead to a change in the regulations . . . must not prejudice the rights rules of Regulation No 1408/71 now in which the workers referred to by Article force. 1(a) of Regulation No 1408/71 derive from the principles of the social legislation of the 4 — Judgment in Case 147/87 Zoom v Cramif [1987] ECR 5511, paragraph 9. Reference may also be made to the Community'. 5 judgment in Case 139/82 Piscitello v INPS [1983] ECR 1427, in which the Court came to the same conclusion in connection with an Italian allowance of the same kind for 5 — Judgment in Case 187/73 Callemeyn v Belgium [1974] ECR old people. 553, paragraph 12.

I-3175

OPINION OF MR VAN GERVEN —CASE C-236/88

In that connection, the Commission refers national territory of a Member State to the possibility of finding a solution to because the amount thereof is closely those difficulties within the Administrative connected with a specified economic and Commission on Social Security for Migrant social environment. The aim of the EEC Workers, which was specifically set up for Treaty, and in particular Articles 48 to 51 that purpose by Article 81(d) of Regulation thereof, and of Article 10 of Regulation No No 1408/71. Furthermore, the Commission 1408/71, is to promote the mobility of points out that practical difficulties of that workers within the Community and, conse- kind in connection with the implementation quently, to preserve the benefits for migrant of obligations resulting from the Treaty and workers and their families unchanged Article 10 of the regulation may also arise in regardless of their place of residence within other circumstances. the Community or of differences in economic and social circumstances. 6 The argument that economic and social circum- stances vary from one place to another, for instance differences in the cost of living, is In my view, the Commission is right. no more applicable as between Member States than it is as between different regions in a single Member State. Furthermore, it takes no account of the costs resulting from 7. Nor, finally, is it possible to accept the mobility itself. Policy arguments based on French Republic's argument to the effect general economic considerations of that that the supplementary allowance at issue in kind are a matter of domestic politics and this case cannot be exported outside the have no place before the Court.

Conclusion

8. In the light of the aforesaid considerations I propose that the Court uphold the Commission's application and order the defendant to pay the costs.

6 — In its judgment in Case 313/86 Lenoirv Caisse d'allocations familiales des Alpes-Marilimes [1988] ECR 5391, paragraph 16, the Court admittedly acknowledged in connection with a dependent child allowance for ensioners (Anicie 77 of Regulation No 1408/71) that a Eenefit designed to cover certain costs incurred at the beginning of the school year is in most cases closely linked with the social environment and therefore the place where the recipients reside. In the same paragraph of that judgment, however, the Court considered that, in the case of ordinary family allowances which are granted by reference to the number and the age of the members of the family, the place of residence was unimportant. Accordingly, the judgment in Lenoir follows the aforesaid line of decisions in which the Court brings the contested supplementary allowance within the scope of Regulation No 1408/71.

I-3176

Text rozhodnutia bol prevzatý z verejne dostupných úradných zdrojov. Rozhodnutie je úradným dokumentom.
Navrhy_ga C-236/88 – Súdny dvor Európskej únie | AI Pravnik