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Súdny dvor Európskej únie·16.6.1994

C-452/93

ECLI:EU:C:1994:259

Súd
Súdny dvor Európskej únie
IČS
61993CC0452

MAGDALENA FERNÁNDEZ v COMMISSION

OPINION OF ADVOCATE GENERAL TESAURO delivered on 16 June 1994 *

Mr President, 2. By its judgment of 28 September 1993 1 Members of the Court, the Court of First Instance dismissed the action, holding that the applicant failed to satisfy the conditions upon which entitle­ ment to the expatriation allowance depends, that is to say, that for the duration of the ref­ erence period he neither habitually resided nor pursued his main occupation in the ter­ ritory of the State in which the place of 1. Mr Magdalena Fernández, a Commission employment was situated (paragraphs 24 to official of Spanish nationality, brought pro­ 30). ceedings before the Court of First Instance against the administration's refusal, by deci­ sion of 24 July 1992, to grant him the expa­ triation allowance under Article 4(1 )(a) of Annex VII to the Staff Regulations applica­ ble to officials of the European Communities (hereinafter the 'Staff Regulations'). In particular, the Court of First Instance rejected the argument based on the fact that the applicant had spent the first eight months 2 of the reference period in Spain, and held that to be irrelevant since 'the applicant con­ tinued thereafter to live and work in Liège. An absence of that kind from the country of The provision in question, I would remind employment, being of an episodic and brief the Court, states that an expatriation allow­ nature, cannot be considered sufficient to ance is to be paid to officials 'who are not deprive the applicant's residence in the State and have never been nationals of the State in of employment of its habitual nature for the whose territory the place where they are purposes of the provision of the Staff Regu­ employed is situated, and who during the lations mentioned above. That absence con­ five years ending six months before they cerns only the first eight months of the entered the service did not habitually reside or cany on their main occupation within the European territory of that State. For the pur­ poses of this provision, circumstances arising 1 — Case T-90/92 Magdalena Fernandez v Commission [19931 ECR II-971. from work done for another State or for an 2 — To be more precise, the Court of First Instance found that international organization shall not be taken the applicant did indeed live in Belgium from 1965 until 1 May 1986, except for the period from 1 October 1980 into account'. until 28 June 1981 in which he returned 'temporarily' — as a certificate from the Spanish Consulate attests — to Spain. Since in this instance the reference period runs from 1 November 1980 until 30 October 1985, it follows that the applicant was not living in Belgium during the first eight months of the reference period (see paragraph 28 of the * Original language: Italian. judgment).

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reference period and is not sufficient, there­ not sufficient to cause the (habitual) resi­ fore, to cause the applicant's habitual resi­ dence established in Belgium since 1965 to dence in Belgium since 1965 to be regarded be regarded as interrupted. In the appellant's as interrupted, since he resided continuously view, the Court of First Instance did not in Belgium throughout the remainder of the even consider it relevant to ascertain whether reference period' (paragraph 29). and to what extent the stay in question might have interrupted the residence in Bel­ gium.

3. In essence, it is those findings in the judg­ ment under appeal that are challenged by Mr Magdalena Fernández, in so far as he com­ The complaint does not, therefore, concern plains that the Court of First Instance, for the finding of facts, but the interpretation on the purposes of determining the place of the part of the Court of First Instance of habitual residence, either failed to take into Article 4(1)(a) of Annex VII to the Staff Reg­ account or erroneously assessed the period ulations at the point where reference is made of eight months which he spent in Spain, and to the concept of habitual residence. that the Court of First Instance thus infringed Article 4(1)(a) of Annex VII to the Staff Regulations.

5. Thus it must be established whether an interruption of residence which takes place during the reference period constitutes ipso With respect to that complaint, the Commis­ facto the deciding factor with regard to enti­ sion has raised a preliminary objection of tlement to the expatriation allowance and, inadmissibility on the ground that, in its more particularly, whether the Court of First opinion, the appellant is thereby seeking to Instance was correct in considering that the call in question the findings of fact made by period spent outside the territory of the State the Court of First Instance, 3a matter which in which the appellant is employed was not lies outside the appellate jurisdiction of the sufficient to cause the appellant's residence in Court of Justice. Belgium to lose the status of habitual resi­ dence within the meaning of the provision of the Staff Regulations in question.

4. In my opinion, however, the objection misses the point. The appellant does not, in fact, seek to dispute that for almost the entire duration of the reference period he effec­ That said, I would first of all point out that it tively resided in Belgium, but rather the is settled case-law that 'the object of granting finding contained in the judgment of the an expatriation allowance is to compensate Court of First Instance to the effect that the officials for the extra expense and inconve­ period of eight months spent in Spain was nience of taking up employment with the Communities and being thereby obliged to change their residence and move to the country of employment and to integrate 3 — See paragraph 28 of the judgment of the Court of Firs Instance. themselves in their new environment. Fur-

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thermore, the concept of expatriation also is necessary to refer to all the factual circum­ depends on the personal position of an offi­ 6 stances which constitute residence. cial, that is to say on the extent to which he is integrated in his new environment, which is demonstrated, for example, by habitual residence or by the main occupation pur­ 4 sued'. 7. The Court of First Instance found — and the appellant does not dispute that finding — that, during the reference period, save for the eight months spent in Spain, the appellant had resided in Belgium. In those circum­ stances, the fact that in the course of the ref­ erence period the official concerned was 6. Bearing in mind the wording of Arti­ physically absent (for eight months) from cle 4(1)(a) of Annex VII to the Staff Regula­ the place of employment cannot be regarded, tions and the purpose of the expatriation as the appellant appears to claim, as entailing allowance, as explained in the case-law just — automatically — an interruption of the referred to, it is evident that the official's residence established in Belgium since 1965 (habitual) residence immediately before his and, solely on that account, entitlement to entry into service constitutes a fundamental 7 the expatriation allowance. criterion for recognition of the right to the expatriation allowance.

On the contrary, it is necessary to ascertain, in the light of the case-law mentioned above, whether an interruption of that nature is suf­ ficient basis for holding that the official con­ It is true that the relevant provision of the cerned has transferred the permanent centre Staff Regulations does not define the concept of his interests to another State. of habitual residence, and merely refers to the place in which the official had 'habitually resided'. Nevertheless, the Court of Justice has consistently held — albeit in other areas of Community law — that habitual residence must be regarded 'as the place where a per­ 8. In that connection, I would recall that the son has established his permanent centre of Court of First Instance arrived at the conclu­ interests' 5and that, for proof of residence, it sion that the stay in Spain 'cannot be consid­ ered sufficient to deprive the official's resi­ dence in the State of employment of its 4 — See judgment in Case 201/88 Atala Palmenm v Commission habitual nature' (paragraph 29). I find myself [1989] ECR 3109, paragraph 9. See also, more recently, judg­ ments in Case T-18/91 Costacttrta Gelabert v Commission [1992] ECR II-1655, paragraph 42, and in Case T-4/92 VW- akas v Commission [1993] II-357, paragraph 39. 5 — See, most recently, judgment in Case C-297/89 Ryborg 6 — See judgment in Case 248/87 Schaflein v Commission [1988] [1991] ECR I-1943, paragraph 19; also judgment in Case ECR 4475, paragraph 10. T-63/91 Dender v Commission [1992] ECR II-2095, para­ 7 — On that point, sec judgment in Case 188/83 Witte v Parlia- graph 25. ment [1984] ECR 3465, paragraphs 9 to 12.

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in agreement with that conclusion, since the the official concerned has transferred the Court of First Instance found that the appel­ centre of his interests to Spain. lant 'left (only) temporarily' for Spain, with the intention of later resuming his residence and work in Belgium. Having regard to the interpretation of the concept of habitual res­ idence, the absence of eight months from Belgian territory cannot be regarded — Consequently, the complaint in question is without completely distorting the meaning unfounded, since the interpretation provided and purpose of Article 4(1 )(a) of Annex VII by the Court of First Instance in this case to the Staff Regulations — as implying that discloses no error in law.

9. In the light of the foregoing I propose that the Court dismiss the appeal brought by Mr Magdalena Fernández.

I propose that the appellant be ordered to pay the costs, including the costs incurred by the other party to the proceedings.

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