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KORELC v. SLOVENIA - 28456/03 [2009] ECHR 772 (12 May 2009)
URL: http://www.bailii.org/eu/cases/ECHR/2009/772.html
Cite as:
(2013) 57 EHRR 36,
57 EHRR 36,
[2009] ECHR 772
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THIRD
SECTION
CASE OF
KORELC v. SLOVENIA
(Application
no. 28456/03)
JUDGMENT
STRASBOURG
12
May 2009
This
judgment will become final in the circumstances set out in Article 44
§ 2 of the Convention. It may be subject to editorial
revision.
In the case of Korelc v. Slovenia,
The
European Court of Human Rights (Third Section), sitting as a Chamber
composed of:
Josep
Casadevall,
President,
Elisabet
Fura-Sandström,
Boštjan
M. Zupančič,
Alvina
Gyulumyan,
Egbert
Myjer,
Luis
López Guerra,
Ann
Power, judges,
and
Stanley Naismith, Deputy
Section Registrar,
Having
deliberated in private on 14 April 2009,
Delivers
the following judgment, which was adopted on that date:
PROCEDURE
The
case originated in an application (no. 28456/03) against the Republic
of Slovenia lodged with the Court under Article 34 of the Convention
for the Protection of Human Rights and Fundamental Freedoms (“the
Convention”) by a Slovenian
national, Mr Janez Korelc (“the applicant”), on 19 August
2003.
The
applicant, who had been granted legal aid, was represented by Mr. J.
Hribernik, a lawyer practising in Ljubljana.
The Slovenian Government (“the Government”)
were represented by their Agent, Mr L. Bembič, State
Attorney-General, and their Co-Agent, Mrs B. Cizel Varšek,
Deputy to the State-Attorney General.
The
applicant complained under Article 14 in conjunction with Article 8
of the Convention that he had been discriminated against on the
ground of gender in that he had been denied the right to succeed to a
tenancy after A.Z.'s death, on account of the fact that they were
both men. He challenged in particular the domestic court's position
that his relationship with A.Z. had amounted merely to an “economic
community” and not to a “long-lasting life community”.
This amounted also to a violation of his right to a fair hearing
guaranteed by Article 6 § 1 of the Convention.
The
applicant further alleged under Article 6 § 1 of the Convention
that the length of the proceedings before the domestic courts to
which he was a party had been excessive. In substance, he also
complained that there was no effective domestic remedy in respect of
excessive length of proceedings (Article 13 of the Convention).
On
29 August 2006 the Court decided to give notice of the application to
the Government. Under the provisions of Article 29 § 3 of the
Convention, it decided to examine the merits of the application at
the same time as its admissibility.
THE FACTS
I. THE CIRCUMSTANCES OF THE CASE
The applicant was born in 1946 and lives in Ljubljana.
The
facts of the case, as submitted by the parties, may be summarised as
follows.
A. Background
After
divorcing his wife in 1986, the applicant moved in with his sister
and after a while he began looking for other accommodation.
In
spring 1990, A.Z., an eighty-six-year-old widower at the time and the
father of the applicant's friend, invited the applicant to live with
him. He thus moved into the one-room apartment A.Z. was renting from
the Ljubljana-Šiška Municipality.
On
29 May 1992 the applicant registered his permanent residence at
A.Z.'s address. A.Z. declared on the back of the registration form
that the applicant lived with him in order to provide him with daily
care.
On
9 June 1992 a new contract of lease was made in A.Z.'s name. The
applicant's name was included in the contract as one of the persons
allowed to use the apartment.
On
9 April 1993 A.Z. died.
Further
to the applicant's inquiries, on 17 February 1995 the Ljubljana-Šiška
Municipality informed him that the 1991 Housing Act (Stanovanjski
zakon) was not applicable to the relationship established between
the applicant and A.Z., since he was not a member of A.Z.'s close
family. Therefore, he was not entitled to take over the tenancy and
was requested to vacate the apartment within three months.
B. Main set of proceedings
On
24 February 1995 the applicant instituted proceedings in the
Ljubljana Local Court (Okrajno sodišče v Ljubljani),
seeking the right to succeed to the tenancy following A.Z.'s death.
The claim was directed against the Ljubljana Municipality, which had
taken over the ownership of the apartment at issue from the
Ljubljana-Šiška Municipality following a reform of the
city administration.
On
4 April 1996 the Ljubljana Local Court requested the applicant to
complete his action, which he did on 16 April 1996.
On
22 October 1999 the Ljubljana Municipality lodged a counterclaim,
seeking the applicant's eviction. On 7 November 1999 the applicant
lodged a response.
During
this period, the applicant continued to live in the apartment, paid
rent and in 1998 and 1999 refurbished the apartment.
At
the hearing held on 9 November 1999, the Ljubljana Local Court
allowed the counterclaim lodged by the Ljubljana Municipality.
Another
hearing was held on 11 January 2000, at which the Ljubljana Local
Court enlarged the claim to include all other successors of the
previous municipalities that had formed the city of Ljubljana,
without specifying them. In his submissions of 18 January 2000, the
applicant enumerated eleven communities and municipalities which had
replaced the former Ljubljana municipalities.
After
a hearing held on 4 July 2000, the Ljubljana Local Court dismissed
the applicant's claim. The court held that under Section 56 of the
1991 Housing Act (“Section 56”) the applicant was not
entitled to continue the contract of lease with the Ljubljana
Municipality since he was neither the deceased's “spouse”,
nor a person forming a “long-lasting life community” with
him, nor a close relative.
Since
the notion of a “person having lived with the tenant in a
long-lasting life community” was not defined in Section 56, in
the court's view it had to be understood as an alternative to the
notion “spouse” and interpreted in accordance with
Section 12 of the Marriage and Family Relations Act defining an
“extramarital relationship” (zunajzakonska skupnost).
The latter provision limiting the notion of a “long-lasting
life community” to a person of the opposite sex, the
relationship between the applicant and A.Z. could only be described
as an “economic community”, which did not oblige the
owner to conclude a new contract of lease.
By
the same judgment, the court upheld the Ljubljana Municipality's
counterclaim and ordered the applicant to vacate the apartment and to
pay the costs of the proceedings. On 13 September 2000 the judgment
was served on the applicant.
On
25 September 2000 the applicant appealed to the Ljubljana Higher
Court (Višje sodišče v
Ljubljani) contesting the first-instance court's
interpretation of a “long-lasting life community.”
On
28 March 2001 the Ljubljana Higher Court dismissed the appeal on the
ground that Section 56 limited the circle of persons eligible to take
over the lease from the deceased to members of the tenant's close
family, including an “extramarital partner”. A person
having formed only an “economic community” with the
deceased did not belong to this circle, however close that community
might be. It considered that a “long-lasting life community”
was the equivalent of an “extramarital relationship”.
Finally, the court observed that the first-instance court had not
dismissed the applicant's claim due to his gender but because he did
not belong to the circle of close family as defined by Section 56,
and concluded that he could not have been discriminated against on
this ground.
On
11 May 2001 the applicant requested the Ljubljana Public Prosecutor's
Office (DrZavno toZilstvo v Ljubljani) to lodge a request for
protection of legality (zahteva za varstvo zakonitosti) with
the Supreme Court (Vrhovno sodišče) against the
second-instance court's decision. The request was rejected on 6 June
2001.
On
11 June 2001 the applicant lodged a constitutional appeal with the
Constitutional Court, which was declared admissible on
21 January 2002. In addition, the Constitutional Court
stayed the execution of the second-instance judgment until its final
decision.
On
20 February 2003 the Constitutional Court dismissed the applicant's
appeal. It held that the lower courts had rejected the applicant's
claim on two grounds and that in order to succeed before the
Constitutional Court the applicant should have shown that both
grounds had been incompatible with the provisions of the
Constitution.
As
to the first ground, it was not excluded that the lower courts'
position that a “long-lasting life community” in Section
56 was tantamount to an extramarital relationship as defined in
Section 12 of the Marriage and Family Relations Act, that is a
community of a man and a woman, was contrary to the Constitution. It
could reasonably be conceived that the principles of equality before
the law and prohibition of discrimination embodied in Article 14 of
the Constitution suggested that there was no reasonable ground for
distinction between opposite and same-sex partnerships as far as the
legal consequences of the death of the tenant in the realm of housing
law were concerned. In doing so, the Constitutional Court relied on
the decision on admissibility in the Karner v. Austria case,
where the applicant and the deceased tenant were partners living in a
homosexual relationship (Karner v. Austria (dec.), no.
40016/98, 11 September 2001).
However,
the lower courts had eventually found that the applicant and A.Z. had
lived merely in an “economic community” and that the
purpose of their life community was the assistance the applicant
provided to A.Z. Moreover, the applicant had not contested these
findings and had not adduced evidence in support of a “long-lasting
life community” with A.Z. It was not discriminatory if this
type of community, be it constituted of persons of the opposite or of
the same sex, could not be qualified as a “long-lasting life
community” for the purposes of Section 56.
On
18 March 2003 the Constitutional Court's decision was served on the
applicant.
C. Proceedings related to reimbursement of expenses for
the refurbishment of the apartment
On
27 January 2004 the applicant attended a meeting at the Ljubljana
Municipality. He proposed a settlement by which he would remain a
tenant of the apartment for the next fifteen years and continue to
pay the full rent, and in exchange he would not request the
reimbursement of the expenses he had incurred in the refurbishment of
the apartment, which was at that time more than seventy years old.
His proposal was rejected and he was requested to vacate the
apartment. On 24 February 2004 he reiterated his request in writing,
which was rejected on 10 March 2004.
On
22 April 2004 the applicant instituted proceedings against the
Ljubljana Municipality in the Ljubljana Local Court seeking
reimbursement of the expenses he had incurred by refurbishing the
apartment in 1998 and 1999 in the amount of 1,680,000 Slovenian
tolars (SIT) (approximately 7,000 euros (EUR)) with interest.
On
16 September 2008 the Ljubljana Local Court dismissed his claim.
Since he did not appeal, the decision became final.
D. Enforcement proceedings
Further
to the Constitutional Court's decision of 20 February 2003, on 23
March 2004 the Ljubljana Municipality instituted enforcement
proceedings against the applicant in the Ljubljana Local Court.
On
23 April 2004 the court allowed the enforcement and ordered the
applicant to vacate the apartment. This decision was served on the
applicant on 10 May 2004.
The
following day the applicant requested a deferral of the enforcement
pending the outcome of the second set of proceedings
On
16 September 2004 the Ljubljana Local Court rejected the applicant's
request. The applicant lodged an appeal.
On
16 March 2005 the Ljubljana Higher Court dismissed the appeal.
On
20 June 2005 the applicant asked the Ljubljana Municipality for a
deferral of the enforcement proceedings pending the outcome of the
proceedings before the European Court for Human Rights.
On
17 March 2006 the bailiff ordered him to vacate the apartment on 11
April 2006.
On
30 March 2006 the Ljubljana Municipality asked the bailiff to
postpone the eviction pending the outcome of the proceedings before
the Court.
At
the request of the Ljubljana Municipality, on 29 April 2008 the
Ljubljana Local Court decided to stay the enforcement proceedings
pending the outcome of the proceedings before the Court.
II. RELEVANT DOMESTIC LAW
1. The Act on the Protection of the Right to a Trial
without undue Delay (Zakon o varstvu pravice do sojenja brez
nepotrebnega odlašanja, Official Gazette of the RS no.
49/2006)
The
Act on the Protection of the Right to a Trial without undue Delay was
enacted on 1 January 2007. Under its sections 1 and 2, the right
to a trial within a reasonable time is guaranteed for a party to
court proceedings, a participant under the Act governing
non-contentious proceedings and an injured party in criminal
proceedings.
Section
25 lays down the following transitional rules in relation to
applications already pending before the Court:
Section 25 - Just satisfaction for damage sustained
prior to implementation of this Act
“(1) In cases where a violation of the right to a
trial without undue delay has already ceased and the party has lodged
a claim for just satisfaction with the international court before the
date of implementation of this Act, the State Attorney's Office shall
offer the party a settlement on the amount of just satisfaction
within four months after the date of receipt of the case referred by
the international court for the settlement procedure. The party shall
submit a settlement proposal to the State Attorney's Office within
two months of the date of receipt of the proposal of the State
Attorney's Office. The State Attorney's Office shall decide on the
proposal as soon as possible and within a period of four months at
the latest.
(2) If the proposal for settlement referred to in
paragraph 1 of this section is not acceded to or the State Attorney's
Office and the party fail to negotiate an agreement within four
months of the date on which the party made its proposal, the party
may bring an action before the competent court under this Act. The
party may bring an action within six months of receiving the State
Attorney's Office reply that the party's proposal referred to in the
previous paragraph has not been acceded to, or after the expiry of
the period fixed in the previous paragraph for the State Attorney's
Office to decide to proceed with settlement. Irrespective of the type
or amount of the claim, the provisions of the Civil Procedure Act
concerning small claims shall apply in proceedings before a court.”
2. The Constitution of the Republic of Slovenia (Ustava
Republike Slovenije, Official Gazette of the RS no. 33/1)
Article 14
“In Slovenia everyone shall be guaranteed equal
human rights and fundamental freedoms irrespective of national
origin, race, sex, language, religion, political or other conviction,
material standing, birth, education, social status or any other
personal circumstance.
All are equal before the law.”
3. The 1991 Housing Act (Stanovanjski
zakon, Official Gazette of the RS no. 18/91 with
amendments)
Section 6
“Close family members under this Act are the
spouse of an owner or a person with whom the owner lives in a
long-lasting life community, their children or adopted children,
parents and adoptive parents and persons whom they are obliged by law
to support.
The provisions of the previous paragraph shall also be
used mutatis mutandis for the determination of close family
members of a tenant.”
Section 56
“If the tenant dies, the owner of the apartment is
obliged to conclude a contract of lease with the tenant's spouse or
with a person who lived with the tenant in a long-lasting life
community or with one of the close family members stated in the
contract of lease...”
On
14 October 2003 the new Housing Act (Stanovanjski zakon (SZ-1),
Official Journal 69/2003) entered into force and replaced the
1991 Housing Act. In its Section 109, among other changes, the
words “a person who lived with the tenant in a long-lasting
life community” were replaced by “a person who lived with
the tenant in an extramarital relationship”.
4. The Marriage and Family Relations Act (Zakon
o zakonski zvezi in druZinskih razmerah, Official Gazette
of the RS no. 15/76 with amendments)
Section 12
“A long-lasting life community of a man and a
woman, who have not entered into a marriage, shall have for them the
same legal consequences enshrined in this Act as if they had entered
into [a marriage] if no such reason existed which would render the
marriage between them void; and it shall have effect in other areas
if the law so provides.
If a decision concerning rights or obligations depends
on the existence of a life community referred to in the previous
paragraph, this existence shall be established in the proceedings
concerning these rights or obligations. The decision on this question
will only have legal effect in the matter in which it was resolved.”
5. Registration of Same-Sex Civil Partnership Act
(Zakon o registraciji istospolne partnerske skupnosti, Official
Gazette of the RS no. 65/2005)
In
2005 Slovenia adopted the Registration of Same-Sex Civil Partnership
Act, which regulates in entirety partnerships of same-sex couples.
Section 37
“If the partners cannot agree after the cessation
or annulment of the partnership on who will remain in housing to
which one or both have leasing rights, a court shall decide the claim
of the other partner, at his request, in non-litigious proceedings.
The court shall take into account in this the housing needs of the
partners, their justifiable interest and other circumstances of the
case.
If a partner who is a tenant of the housing dies or is
declared deceased, the other partner who is stated in the contract of
lease and actually lives in the property has the right to claim the
conclusion of a contract of lease from the lessor.”
THE LAW
The
applicant complained under Article 6 § 1 of the Convention that
the main set of the proceedings to which he was a party had been
excessively long. In substance, he also complained that there was no
effective domestic remedy in respect of excessive length of
proceedings (Article 13 of the Convention).
He
further complained that the domestic court had refused to grant him
the right to succeed to the tenancy after A.Z.'s death. He maintained
that he had formed with the deceased tenant a true “long-lasting
life community” entitling him under Section 56 of the 1991
Housing Act to succeed to a tenancy and not merely an “economic
community” as found by the domestic courts. On the contrary,
their “economic community” was only a consequence of
their sharing a life together and their mutual emotional attachment.
The domestic courts' findings thus negated the applicant's emotional
and spiritual connections with A.Z., their partnership, which could
be compared to a relationship between a father and a son that had
lasted for decades. In addition, the domestic courts' position that
only a man and a woman could form a “long-lasting life
community” for the purposes of Article 56 of the 1991 Housing
Act amounted to discrimination on the ground of gender in breach of
Articles 8 and 14 of the Convention.
Finally,
he complained under Article 6 § 1 of the Convention that his
right to a fair trial had been breached by the wrongful findings of
the domestic courts that the relationship between him and A.Z. was
not a “long-lasting life community”.
I. ALLEGED VIOLATION OF ARTICLE 6 § 1 OF THE
CONVENTION AS TO THE LENGTH OF THE PROCEEDINGS AND OF ARTICLE 13 OF
THE CONVENTION
The
applicant complained about the excessive length of the main set of
proceedings. He relied on Article 6 § 1 of the Convention, which
reads as follows:
“In the determination of his civil rights and
obligations ..., everyone is entitled to a ... fair ... hearing
within a reasonable time by [a] ... tribunal...”
In substance, the applicant further complained that the remedies
available for excessive legal proceedings in Slovenia were
ineffective. He relied on Article 13 of the Convention, which reads
as follows:
“Everyone whose rights and freedoms as set forth
in [the] Convention are violated shall have an effective remedy
before a national authority notwithstanding that the violation has
been committed by persons acting in an official capacity.”
A. Admissibility
The
Government pleaded non-exhaustion of domestic remedies, in particular
after the adoption of the Act on the Protection of the Right to a
Trial without undue Delay (the “2006 Act”).
Relying on the Lukenda v. Slovenia judgment
(no. 23032/02, 6 October 2005) the applicant contested that
argument, claiming that the remedies available were not effective.
The
Court notes that section 25 of the 2006 Act explicitly refers to
proceedings before international courts and provides for certain
remedies in cases of domestic proceedings which had terminated before
1 January 2007. However, the Court found in the Grzinčič
judgment that the conditions laid down in that section were not
fulfilled as regards applications concerning terminated proceedings
which had been notified to the Slovenian Government before 1 January
2007, such as the present one (see Grzinčič v. Slovenia,
no. 26867/02, § 67, 3 May 2007).
The
Court therefore notes that the present application is similar to that
examined in the relevant part of the Grzinčič
judgment (cited above, § 68), in which the
Court dismissed the Government's objection of non-exhaustion of
domestic remedies because it found that the legal remedies at the
applicant's disposal were ineffective.
The
Court finds that the Government have not submitted any convincing
arguments which would require the Court to depart from its
established case-law.
The
Court further notes that this part of the application is not
manifestly ill-founded within the meaning of Article 35 § 3 of
the Convention. Nor is it inadmissible on any other grounds. It must
therefore be declared admissible.
B. Merits
1. Article 6 § 1
The
Government alleged that the proceedings were averagely demanding and
that the court's tasks in terms of their complexity did not
essentially deviate from the courts' normal activity in the
interpretation and the use of law. Furthermore, the competent
authorities cannot be reproached for delaying the procedure. On the
other hand, the fact that there were ten defendants involved in the
proceedings did contribute to their lengthy duration. In the
Government's view, the applicant also contributed to their length
since he failed initially to specify his claim as well as the value
of the disputed subject. He should also have exercised his procedural
rights with greater care. Finally, the dispute was of great
importance to the applicant since it concerned a question of his
accommodation.
The
applicant disputed certain of these allegations. He complained in
particular about the length of the proceedings before the
first-instance court, amounting to approximately five years and seven
months. He also stated that after the first-instance court had
requested him to complete his claim, he had done it swiftly, and that
the duration of the proceedings imputable to him was negligible in
comparison with the overall length of the proceedings.
The
Court finds that the proceedings initiated by the applicant on
24 February 1995 comprise two stages.
The
first stage consisted of the main proceedings which began on
24 February 1995, the day the applicant instituted proceedings
with the Ljubljana Local Court. They continued before the Ljubljana
Higher Court and ended on 18 March 2003, when the Constitutional
Court's decision was served on the applicant. The Court notes in this
respect that the applicant's request for leave to lodge a request for
protection of legality with the Supreme Court was not endorsed by the
Ljubljana Public Prosecutor's Office. The main set of proceedings was
therefore conducted at three levels of jurisdiction and lasted just
over eight years.
The
Court further observes that under its constant case-law in civil
length of proceedings cases, the enforcement proceedings are the
second stage of the proceedings (see Zappia v. Italy, judgment
of 26 September 1996, Reports of Judgments and Decisions
1996-IV, § 20; Di Pede v. Italy, judgment of
26 September 1996, Reports of Judgments and Decisions 1996-IV,
§ 24). The Court notes in this respect that on 23 March 2004
the enforcement proceedings started at the request of the Ljubljana
Municipality, which was granted by the first-instance court. The
applicant then requested their deferral pending the outcome of the
proceedings related to the reimbursement of expenses for
refurbishment of the apartment. His request was finally rejected by
the second-instance court on 16 March 2005. This part of the
enforcement proceedings lasted nearly one year and two levels of
jurisdiction and three instances were involved.
Subsequently,
the applicant again requested a stay of the enforcement proceedings
pending the outcome of the proceedings before the Court, which was
granted. Since the length of that part of the enforcement proceedings
is not imputable to the domestic authorities, its duration is
therefore not taken into account for the purpose of determining the
relevant period.
The
relevant period therefore comprises both the main proceedings and the
first part of the enforcement proceedings. Their total duration is of
approximately nine years at three levels of jurisdiction (see
paragraphs 60-61 above).
The
Court reiterates that the reasonableness of the length of proceedings
must be assessed in the light of the circumstances of the case and
with reference to the following criteria: the complexity of the case,
the conduct of the applicant and the relevant authorities and what
was at stake for the applicant in the dispute (see, among many other
authorities, Frydlender v. France [GC], no. 30979/96, §
43, ECHR 2000-VII).
The
Court agrees with the respondent Government that the case was not
particularly complex and that it was of great importance for the
applicant. It finds, however, that the applicant did not contribute
significantly to the protracted nature of the proceedings, which is
to be imputed to the domestic authorities.
Having
examined all the material submitted to it, and having regard to its
case-law on the subject, the Court considers that in the instant case
the length of the proceedings, in particular before the
first-instance court, was excessive and failed to meet the
“reasonable time” requirement.
There
has accordingly been a breach of Article 6 § 1.
2. Article 13
The Government submitted that, under the Slovenian system of legal
remedies in length of proceedings cases, it was possible not only to
expedite the proceedings but also to make good any damage suffered.
Those remedies were effective. The applicant disputed that
argument.
The
Court reiterates that Article 13 guarantees an effective remedy
before a national authority for an alleged breach of the requirement
under Article 6 § 1 to hear a case within a reasonable time (see
Kudła v. Poland [GC], no. 30210/96, § 156, ECHR
2000-XI). It notes that the objections and arguments put forward by
the Government have been rejected in earlier cases (see Grzinčič,
cited above) and sees no reason to reach a different conclusion in
the present case.
Accordingly,
the Court considers that in the present case there has been a
violation of Article 13 on account of lack of a remedy under domestic
law whereby the applicant could have obtained a ruling upholding his
right to have his case heard within a reasonable time, as set forth
in Article 6 § 1.
II. ALLEGED VIOLATION OF ARTICLE 8 IN CONJUNCTION WITH ARTICLE 14 OF
THE CONVENTION AND OF ARTICLE 6 OF THE CONVENTION AS TO THE FAIR
TRIAL
The
applicant complained under Article 14 in conjunction with Article 8
of the Convention that he had been discriminated against on the
ground of gender in that he had been denied the right to take over a
tenancy after the death of A.Z. He challenged in particular the
domestic court's position that his relationship with A.Z. had
amounted merely to an “economic community” and not to a
“long-lasting life community”. This amounted also to a
violation of his right to a fair hearing guaranteed by Article 6 of
the Convention.
Article
14 of the Convention provides:
Article 14
“The enjoyment of the rights and freedoms set
forth in [the] Convention shall be secured without discrimination on
any ground such as sex, race, colour, language, religion, political
or other opinion, national or social origin, association with a
national minority, property, birth or other status.”
Article
8 of the Convention provides in its relevant part:
Article 8
“1. Everyone has the right to respect
for his private and family life [and] his home ...
2. There shall be no interference by a public
authority with the exercise of this right except such as is in
accordance with the law and is necessary in a democratic society in
the interests of national security, public safety or the economic
well-being of the country, for the prevention of disorder or crime,
for the protection of health or morals, or for the protection of the
rights and freedoms of others.”
A. The parties' submissions
The
Government stated that the applicant had moved into the apartment at
issue at A.Z.'s request. The latter allegedly loved the applicant
like his own son. Because of A.Z.'s advanced age, the applicant had
provided a great deal of care, both economic and emotional, to A.Z.
and remained with him until his death. Therefore, according to the
applicant, they formed a “long-lasting life union”.
Later, the applicant's request to take over the tenancy rights after
A.Z. was denied, since the domestic courts had found that the
relationship between the applicant and A.Z. could not be qualified as
a “long-lasting life community” under Section 56 of the
1991 Housing Act but merely as an “economic community”.
It
was clear that the notion of a “long-lasting life community”
in the 1991 Housing Act was set as an alternative to a marriage, as
interpreted by the lower courts, since both notions in its Section 6
were followed by “their children”. Therefore, a
“long-lasting life community” referred to such a type of
a relationship as an “extramarital partnership” under the
domestic law, a life community such as between spouses, the existence
of which depends on the actual circumstances such as a common
residence, a household, an economic interdependence, a community and
mutual interconnection, and desire to live together as a man and a
wife.
The
Government argued that the lower courts had rejected the applicant's
claim not only because the applicant and A.Z. were of the same sex
but principally because their community had insufficient substance.
The applicant was neither A.Z.'s relative nor was he his partner
under Slovenian law. The Constitutional Court ruled that the lower
courts had not breached the principle of equality before the law
protected by the Constitution.
It
should be mentioned that in the Slovenian legal order an
“extra-marital partnership” was envisaged only for
partners of the opposite sex. A community of same-sex partners was
legally recognised and regulated first in 2005. Nor could it be said
that the community existing between the applicant and A.Z. could fall
under the Registration of Same-Sex Civil Partnership Act because of
the fact that they were of the same sex. The circumstances of the
case at hand could not be compared with those obtaining in the Karner
v. Austria case (no. 40016/98, ECHR § 33, 2003-IX) where the
applicant and the deceased tenant were partners living in a
homosexual relationship.
In
the Government's view, neither the applicant nor another person of
the opposite sex who would have been taking care of a deceased tenant
economically and emotionally would have been entitled under Slovenian
law to take over the rights after him or her. Therefore, in the case
at hand there was no discrimination under Article 14 of the
Convention.
In
any event, that provision did not have an independent existence since
it had an influence only on “enjoying rights and freedoms”.
In the Government's view, since the applicant himself could not claim
to be a close family member of A.Z., the facts of the case did not
even fall within the ambit of Article 8 of the Convention. Therefore,
under the test the Court applied in cases where a violation of
Article 14 was alleged, already the answer to the first question –
whether the facts of the case fell within one of the meritorious
provisions of the Convention – was negative.
The
applicant contested the Government's arguments. He maintained that
even though he was sharing his life with A.Z. and took care of the
latter economically and emotionally, he could not succeed to a
tenancy after his death on account of the fact they were of the same
gender.
The
applicant argued that Section 56 of the Housing Act was vague, in
contrast with its Section 6 which clearly defined the immediate
family members as a “spouse or a person who lived with the
tenant in a long-lasting life community, their children, adopted
children”, etc. If a “long-lasting community” could
be construed as an alternative to a marriage in Section 6 because of
the words “their children”, then such an interpretation
could not be valid for Section 56 which did not contain any reference
to “children” and which in his view attributed this right
also to other persons with whom the tenant had lived in a
“long-lasting life-community”.
The
lack of clarity of the purpose of Section 56 was confirmed by the
fact that the new Housing Act was adopted in 2003. The new provision
no longer contains the notion of a “long-lasting life
community” but rather a concept of an “extramarital
relationship” which was already known to the
legislature in 1991. Had the legislator had the intention of
interpreting the notion of a “long-lasting community”
as an “extramarital relationship”, it would have done so
in 1991. The linguistic explanation of this concept in Section
56 therefore provided for a possibility of an existence of
a “long-lasting life community” between partners of the
same sex even though such a community was not legally recognised in
1991.
In
1995, when the applicant made his claim, there was practically no
judicial practice interpreting Section 56. Only in the subsequent
years was legal opinion formed to the effect that the legislator had
had an “extramarital partnership” in mind when referring
to the concept of a “long-lasting life community”. Since
this lack of clarity had led the applicant to a wrong interpretation
of Section 56, his constitutional rights had been breached. This
effect on the applicant was also discriminatory under Article 14 of
the Convention. Finally, the vague definition of persons entitled to
succeed to a tenancy interfered with the applicant's right to respect
for private and family life under Article 8 of the Convention.
B. The Court's assessment
The Court reiterates that Article 14 of the Convention
complements the other substantive provisions of the Convention and
the Protocols. It has no independent existence since it has effect
solely in relation to “the enjoyment of the rights and
freedoms” safeguarded by those provisions. The application of
Article 14 does not necessarily presuppose the violation of one of
the substantive rights guaranteed by the Convention. It is necessary
but it is also sufficient for the facts of the case to fall “within
the ambit” of one or more of the Convention Articles (see Stec
and Others v. the United Kingdom (dec.) [GC], nos. 65731/01 and
65900/01, § 39, ECHR 2005-X; Burden v. the United
Kingdom [GC], no. 13378/05, § 58, ECHR 2008; and Karner
v. Austria, no. 40016/98, § 32, ECHR 2003-IX).
The
Court has to consider therefore whether the subject matter of the
present case falls “within the ambit” of Article 8. The
Court does not find it necessary to determine the notions of “private
life” or “family life” because, in any event, the
applicant's complaint relates to the manner in which the alleged
difference in treatment adversely affected the enjoyment of his right
to respect for his “home” guaranteed under Article 8 of
the Convention (see, mutatis mutandis, Larkos v. Cyprus
[GC], no. 29515/95, § 28, ECHR 1999-I, and Karner,
cited above, § 33). It is not disputed between the parties that
the applicant had been living since 1990 in the flat that had been
let to A.Z. and continued to do so after his death. The relevance of
Article 8 cannot be denied in view of the judgment of the Ljubljana
Local Court ordering the applicant's eviction, which judgment was
subsequently upheld by all levels of jurisdiction, notwithstanding
the fact that it has not yet been executed (see, mutatis mutandis,
Stanková v. Slovakia, no. 7205/02, § 57,
9 October 2007). Therefore, Article 14 of the Convention
applies.
As
to the scope of the guarantee under Article 14, the Court reiterates
that according to its established case-law discrimination means
treating differently, without an objective and reasonable
justification, persons in relevantly similar situations (see
Marckx v. Belgium, judgment of 13 June 1979,
Series A no. 31, § 33; D.H. and Others v. the Czech Republic
[GC], no. 57325/00, § 175, ECHR 2007; and Burden,
cited above, § 60). Such a difference of treatment is
discriminatory if it has no objective and reasonable justification;
in other words, if it does not pursue a legitimate aim or if there is
not a reasonable relationship of proportionality between the means
employed and the aim sought to be realised. Furthermore, very weighty
reasons would have to be put forward before the Court could regard a
difference in treatment based exclusively on the ground of sex as
compatible with the Convention (see Smith and Grady v. the United
Kingdom, nos. 33985/96 and 33986/96, § 94, ECHR
1999-VI; Fretté v. France, no. 36515/97, §§
34 and 40, ECHR 2002 I; S.L. v. Austria, no. 45330/99,
§ 36, ECHR 2003-I; and Karner, cited above, § 37).
In
the present case, the applicant claimed that his situation was
relevantly similar or analogous to the one of a surviving partner of
an opposite-sex tenant in a “long-lasting life community”
who would have qualified under Slovenian law as it stood at the
material time to succeed to a tenancy after his or her partner's
death. The Government, however, argued that there was no true analogy
since the applicant's cohabitation with A.Z. could only be qualified
as an “economic union”.
Before
the domestic courts, the applicant sought to avail himself of the
right under section 56 of the 1991 Housing Act, which he asserted
entitled him as a person who had lived with the deceased tenant A.Z.
in a “long-lasting life community” to succeed to the
tenancy. The court of first instance dismissed the applicant's action
since he was neither A.Z.'s spouse nor a person having lived with him
in a “long-lasting life community”, such a community
being tantamount to an extramarital relationship of persons of the
opposite sex, nor his close relative for the purposes of Section 56.
The first instance court found that the relationship of the applicant
and A.Z. could merely be qualified as an “economic community”.
By the same judgment, the Ljubljana Municipality's counterclaim was
upheld and the applicant ordered to vacate the apartment.
This
judgment was subsequently upheld by the Ljubljana Higher Court and
the Constitutional Court, the latter stating that the applicant's
claim was dismissed since an “economic community”,
whether constituted of persons of the same or of the opposite sex,
could not be qualified as a “long-lasting life community”.
In addition, referring to the decision on admissibility in the case
Karner v. Austria, cited above, the Constitutional Court held
that the lower courts' position that a “long-lasting life
community” for the purposes of Section 56 of the 1991 Housing
Act could only be constituted of persons of the opposite sex might be
contrary to the Constitution.
As
to the relevant domestic legislation, the Court notes that
Section 109 of the new Housing Act adopted in 2003 now gives the
right to succeed to a tenancy to a spouse, a person who lived with
the deceased tenant in an “extramarital relationship”,
its existence depending on the actual circumstances of the
partnership, or a close relative, which is essentially identical to
the former Section 56 of the 1991 Housing Act as interpreted by the
domestic courts. Moreover, since 2005 the Registration of the
Same-Sex Civil Partnership Act gives the right to succeed to a
tenancy to a same-sex partner of a deceased tenant.
The
Court observes at the outset that it is not the applicant's
contention that his relationship with A.Z. was of a homosexual nature
or that he was discriminated against on the ground of his sexual
orientation. His situation is thus clearly distinguishable from that
of the applicant in the case of Karner.
Moreover, although he maintains that he was unable to succeed to the
tenancy because he and A.Z. were of the same sex, the Court considers
that this assertion is based on a partial misconception of the
reasons relied on by the domestic courts. In essence, those courts
declined to recognise the applicant's right to succeed to the tenancy
on the ground that his cohabitation with A.Z. amounted only to an
“economic community” and did not fall within any of the
categories listed in Section 56 of the Housing Act, namely the
tenant's spouse, a person who had lived with the tenant in a
“long-lasting life community” or one of the tenant's
close family members. While it it true that the lower courts relied
on an interpretation of the notion of “long-lasting life
community” which limited its scope to extramarital
relationships between persons of the opposite sex – a position
which the Constitutional Court found might be contrary to the
Constitution – the applicant's claim was ultimately dismissed
because his relationship with A.Z. was of a different nature from a
“long-lasting life community”, being rather an “economic
community”, and not because he and A.Z. were of the same sex.
In that respect, the Constitutional Court expressly stated that an
“economic community” could not be equated with a
“long-lasting life community” irrespective of whether it
was constituted of persons of the same sex or the opposite sex. In
these circumstances, it does not appear that the applicant's sex was
at all a decisive element in the rejection of his claim or that a
person of the opposite sex would have been treated any differently.
Consequently, the Court finds that the applicant has not been
discriminated against on the grounds of either his sexual orientation
or his sex.
The
question remains whether the applicant's situation could nevertheless
be regarded as relevantly similar or analogous to that of the
categories listed in Section 56 of the Housing Act, as
interpreted by the domestic courts, that is, whether the distiction
made between those categories and an “economic community”
constitutes a difference in treatment amounting to discrimination
prohibited by Article 14 of the Convention.
Firstly,
in so far as the applicant seeks to compare his situation with that
of a spouse, the Court recalls that it held in its recent Burden
v. the United Kingdom, in the slightly
different context of applicants who were cohabiting sisters, that the
legal consequences of a marriage or of a homosexual civil
partnership, which couples expressly and deliberately decide to
incur, set these types of relationship apart from other forms of
cohabitation (Burden,
cited above, § 65). Therefore, distinguishing between different
forms of cohabitation does not necessarily give rise to
discrimination prohibited by Article 14. For similar reasons, the
Court does not consider that the applicant's situation was comparable
to that of a married couple and finds that there has been no
discrimination in that respect.
Secondly,
the Court observes that Slovenian law also recognises the right of
unmarried persons who are in an extramarital relationship to take
over a tenancy. However, it does not consider that the applicant's
situation can be compared to such a relationship either. In this
connection, the Court notes that an extramarital relationship is a
legally recognised alternative to marriage in Slovenian law, by
virtue of Article 12 of the Marriage and Family Relations Act,
which provides that “[a] long-lasting community of a man and a
woman who have not entered into [a marriage] shall have for them the
same legal consequences ... as if they had entered into a marriage”.
Consequently, the relationship of long-term partners under Slovenian
law may be
readily equated to that of a married couple, being of the same
nature, notwithstanding the absence of formal recognition through
some form of registration. In that respect, the Court further notes
that in Section 56 of the Housing Act the category of “a person
who has lived with the tenant in a long-lasting life community”
immediately followed the expression “the tenant's spouse”
and, in accordance with the ejusdem
generis principle, could reasonably be
interpreted as being an extension of that specific status rather than
as a wholly independent category of general application. Moreover,
the fact that the lower courts limited their interpretation of the
expression “long-lasting life community” to heterosexual
couples does not change that conclusion, since in the present case
the distinction between heterosexual and homosexual couples is not at
issue.
Thirdly,
while Slovenian law also recognises the right of close family members
to take over a tenancy, the Court does not consider that the
applicant's relationship with A.Z., even if it may have borne certain
similarities to that between father and son and even if it involved
emotional ties beyond “economic community”, was such as
to give rise to discrimination on account of the refusal to allow him
to succeed to the tenancy. The Court considers that similar
considerations to those relied upon in Burden
are applicable to the distinction made between family members on the
one hand and unrelated persons on the other. Notwithstanding the
potentially close nature of the relationship between two unrelated
people, the Court considers that the two situations are not
comparable for the purposes of Article 14 of the Convention, since
ties of filiation similarly entail specific rights and obligations in
law, albeit not entered into voluntarily, which is not the case with
the relationship between two unrelated people, irrespective of the
intimacy of that relationship.
In
any event, the Court recalls that the domestic courts concluded that
the applicant's cohabitation with A.Z. amounted only to an “economic
community” which was not equivalent to a “long-lasting
life community”. It further recalls that it is in the first
place for the national authorities, notably the courts, to interpret
and apply domestic law. According to Article
19
of the Convention, the Court's duty is to ensure the observance of
the engagements undertaken by the Contracting Parties to the
Convention. It is not its function to deal with errors of fact or law
allegedly committed by a national court unless and in so far as they
may have infringed rights and freedoms protected by the Convention
(see Garcia Ruiz v. Spain,
no. 30544/96, § 28, ECHR 1999-I). In the present case, the
Court observes that the domestic courts examined the relevant facts
of the case in depth and explained in detail why they considered that
the applicant and A.Z. had lived in a merely “economic
community”. The Court considers that the reasons on which the
domestic courts based their decisions in question are sufficient to
exclude the assumption that the way in which they established and
evaluated the applicant's situation was unfair or arbitrary. In
reaching this conclusion, the Court also takes into account that the
Constitutional Court assessed the relevant facts in the light of the
same criteria as the Court applies in similar cases.
In
conclusion, the Court finds that the proceedings were “fair”
within the meaning of Article 6 § 1 of the Convention and that
the difference in treatment to which the applicant was subjected was
not discriminatory within the meaning of Article 14 of the Convention
in conjunction with Article 8 of the Convention.
It
follows that these complaints are manifestly ill-founded and must be
rejected in accordance with Article 35 §§
3 and 4 of the Convention.
III. APPLICATION OF ARTICLE 41 OF THE CONVENTION
Article 41 of the Convention provides:
“If the Court finds that there has been a
violation of the Convention or the Protocols thereto, and if the
internal law of the High Contracting Party concerned allows only
partial reparation to be made, the Court shall, if necessary, afford
just satisfaction to the injured party.”
A. Damage
The
applicant claimed EUR 6,000 in respect of non-pecuniary damage.
The
Government contested the claim.
The
Court considers that the applicant must have sustained non-pecuniary
damage. Ruling on an equitable basis, it awards him EUR 3.000 under
that head.
B. Costs and expenses
The
applicant also claimed EUR 862.87 for lawyer's fees and EUR 728.18
for costs and expenses incurred in the domestic proceedings. He did
not specify the amount of costs and expenses incurred in the
proceedings before the Court.
The
Government argued that the only costs that could be recognised were
those arising from the actual proceedings before the Court. In
addition, he was granted free legal aid by the Court.
According
to the Court's case-law, an applicant is entitled to reimbursement of
his costs and expenses only in so far as it has been shown that these
have been actually and necessarily incurred and are reasonable as to
quantum.
The
Court notes that the applicant was granted free legal aid in the
amount of 850 EUR. Regard being had to the information in its
possession and the above criteria, it appears that this sum
adequately covers the costs incurred by the applicant in the
proceedings before the Court.
C. Default interest
The
Court considers it appropriate that the default interest should be
based on the marginal lending rate of the European Central Bank, to
which should be added three percentage points.
FOR THESE REASONS, THE COURT UNANIMOUSLY
Declares the complaints concerning the excessive
length of the main set of proceedings and the lack of remedies in
that respect admissible, and the remainder of the application
inadmissible;
Holds that there has been a violation of Article
6 § 1 of the Convention as to the length of the proceedings;
Holds that there has been a violation of Article
13 of the Convention;
Holds
(a) that the respondent State is to pay the applicant,
within three months from the date on which the judgment becomes final
in accordance with Article 44 § 2 of the
Convention, EUR 3,000 (three thousand euros) in respect of
non-pecuniary damage, plus any tax that may be chargeable;
(b) that from the expiry of the above-mentioned three
months until settlement simple interest shall be payable on the above
amounts at a rate equal to the marginal lending rate of the European
Central Bank during the default period plus three percentage points;
5. Dismisses the remainder of the applicant's claim for just
satisfaction.
Done in English, and notified in writing on 12 May 2009,
pursuant to Rule 77 §§ 2 and 3 of the Rules of Court.
Stanley Naismith Josep Casadevall
Deputy
Registrar President