FOURTH SECTION
CASE OF
KOWAL v. POLAND
(Application no.
21913/05)
JUDGMENT
STRASBOURG
2 October 2012
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 Kowal v. Poland,
The European Court of Human Rights (Fourth Section), sitting as
a Chamber composed of:
David Thór Björgvinsson, President,
Lech Garlicki,
Päivi Hirvelä,
George Nicolaou,
Ledi Bianku,
Zdravka Kalaydjieva,
Nebojša Vučinić, judges,
and Fatoş Aracı, Deputy Section
Registrar,
Having deliberated in private on 11 September 2012,
Delivers the following judgment, which was adopted on that
date:
PROCEDURE
The case originated in an application (no.
21913/05) against the Republic of Poland lodged with the Court under Article 34
of the Convention for the Protection of Human Rights and Fundamental Freedoms
(“the Convention”) by a Polish national, Ms Zofia Kowal (“the applicant”), on 4
June 2005.
The Polish Government (“the Government”) were
represented by their Agent, Mr J. Wołąsiewicz of the Ministry of
Foreign Affairs.
The applicant alleged, in particular, that the ex officio reopening of the social
security proceedings concerning her right to an early-retirement pension, which
resulted in the quashing of the final decision granting her a right to a
pension, was in breach of Article 1 of Protocol No. 1 to the Convention.
On 20 May 2010 the application was
communicated to the Government. It was also decided to rule on the
admissibility and merits of the application at the same time (Article 29 § 1).
THE FACTS
I. THE CIRCUMSTANCES OF THE CASE
The applicant was born in 1960 and lives in Tyczyn.
The applicant is married and has children. Until
27 January 2000 she had been employed and paid social security
contributions to the State. On 1 March 2000 the applicant was granted
the right to a disability pension for a period of one year, effective from 28
January 2000.
A. Proceedings concerning the grant and revocation of
the EWK pension
On 29 January 2001 the applicant filed an
application with the Rzeszów Social Security Board (Zakład Ubezpieczeń Społecznych)
to be granted the right to an early-retirement pension for persons raising
children who, due to the seriousness of their health condition, required
constant care, the so-called “EWK” pension.
Along with her application for a pension, the
applicant submitted, among other documents concerning her son’s health
condition, a medical certificate issued by a specialist medical centre on 20 October 2000.
The certificate stated that the child (born in 1991) suffered from bronchial
asthma, allergic rhinitis and faulty
posture, and that he was in need of his parent’s constant care.
On 14 February 2001 the Rzeszów Social Security
Board (“the SSB”) issued a decision granting the applicant the right to an
early-retirement pension as of 1 January 2001 in the net amount of 433
Polish zlotys (PLN), together with a child benefit in the amount of PLN 240. The
pension was twice reassessed and in June 2002 it amounted to PLN 487 net.
On 8 May 2002 the Rzeszów Social Security Board
asked the Main Social Security Board’s doctor (Główny Lekarz Orzecznik)
to inform it whether the applicant’s son required the permanent care of a
parent. On 20 June 2002 the doctor stated, on the basis of the
medical documents, that the child could not be considered as ever having
required such care.
On 17 July 2002 the Rzeszów Social Security
Board issued simultaneously two decisions in respect of the applicant. By virtue
of one decision, the payment of the applicant’s pension was discontinued as of
1 August 2002. By virtue of the other decision, the Board reopened
the proceedings, revoked the initial decision granting a pension and eventually
refused to award the applicant the right to an early-retirement pension under
the scheme provided for by the 1989 Ordinance.
The applicant appealed against the respective
decisions divesting her of the right to an early-retirement pension. She
submitted that she should receive the benefit because her child required
constant care, as confirmed by the medical certificate attached to the original
application for a pension. Moreover, the applicant alleged that the revocation
of her retirement pension was contrary to the principle of vested rights.
On 4 March 2004 the Rzeszow Regional Court (Sąd Okręgowy) dismissed the
appeal. The Regional Court acknowledged that according to the medical expert
appointed by the court the applicant’s son required constant care due to his
chronic bronchial asthma. However, the applicant had discontinued her
employment in January 2000 not in order to take care of her sick child but because
she had been granted a disability pension. Consequently, the domestic court
held that the applicant had been rightfully divested of her right to a pension
under the scheme provided by the 1989 Ordinance as she had not satisfied the
requirement of necessary permanent care.
The applicant further appealed against the
first-instance judgment.
On 2 July 2004 the Rzeszów Court of Appeal (Sąd Apelacyjny) dismissed the
appeal.
On 14 December 2004 the Supreme Court (Sąd
Najwyższy) refused to entertain the
cassation appeal lodged by the applicant.
B. The applicant’s financial situation following the
revocation of the EWK pension
Following the social security proceedings the
applicant was not ordered to return her early-retirement benefits paid by the
Social Security Board, despite the revocation of her right to the
early-retirement pension.
The applicant submitted that after the
withdrawal of the EWK pension she had been unemployed. She had not received
unemployment benefit or any other benefits. In reply to the Government’s
submissions, the applicant argued that her daughter, who indeed had been
employed since 2006, lived in a separate household.
The Government submitted that after the revocation
of the EWK pension the applicant had been registered in the Regional
Labour Office as an unemployed person. Subsequently, between 22 March 2005
and 29 February 2008, between 24 June 2008 and 30 June 2009 and as from 10 July 2009
onwards, the applicant had been receiving an agricultural disability pension.
The total net amount of that pension paid until 31 August 2010 had
been PLN 33,186 (approximately PLN 550 monthly). Moreover, the applicant and
her husband owned a farm of 0.69 hectares. The applicant’s daughter, born in
1985, had been employed since 2006.
In addition, the Government submitted
information as regards the various types of social benefits available in Poland. However, they did not specify which of those benefits, if any, were available in
the applicant’s situation.
Under the relevant laws currently in force, it
appears that the applicant will qualify for a regular retirement pension in 2020.
C. Other EWK cases pending before the Court
Some 130 applications arising from a similar
fact pattern have been brought to the Court. The majority of the applicants
form the Association of Victims of the SSB (Stowarzyszenie
Osób Poszkodowanych przez ZUS) (“the Association”), an organisation
monitoring the practices of the Social Security Board in Poland, in particular in the Podkarpacki region.
Out of all applications lodged with the Court
about twenty-four applicants decided not to lodge a cassation appeal against
the judgment of the Court of Appeal given in their case.
One hundred-and-four applicants lodged cassation
appeals against the final judgments given in their cases. The Supreme Court entertained and dismissed on the merits fifteen
appeals. In eighty-one applications the Supreme Court refused to entertain
cassation appeals on the ground that they did not
raise any important legal issues or require the Supreme Court to give a new
interpretation to legal provisions which raised serious doubts or gave rise to ambiguity
in the jurisprudence of the domestic courts. In the remaining eight cases
cassation appeals were rejected for failure to comply with various procedural
requirements.
II. RELEVANT DOMESTIC LAW AND PRACTICE
A. Social security system
The legal provisions applicable at the material
time and questions of practice are set out in the judgment in the case of Moskal
v. Poland, no. 10373/05, § 31-34, 15 September 2009.
The social security scheme for farmers is
regulated by the Farmers’ Social Security Act of 20 December 1990 (“the
1990 Act”; ustawa o ubezpieczeniu
społecznym rolników).
The reopening of the proceedings concerning the
early-retirement pension is regulated in section 114 (1) of the Law of 13 October 1998 on
the system of social insurance (Ustawa o
systemie ubezpieczeń społecznych), which at the relevant time read as
follows:
“The right to benefits or the amount of benefits will be
re-assessed upon application by the person concerned or, ex officio, if, after the validation of
the decision concerning benefits, new evidence is submitted or circumstances
which had existed before issuing the decision and which have an impact on the
right to benefits or on their amount are discovered.”
On 1 July 2004 a new subparagraph 114 (1) a was added,
which reads as follows:
“Section 1 shall apply respectively, if, after the validation
of the decision it is discovered that the evidence that had been submitted did
not give the right to a pension, disability pension or its amount.”
B. Cassation appeal
A party to civil proceedings could, at the
material time, lodge a cassation appeal with the Supreme Court against a
judicial decision of a second-instance court. A party had to be represented by
an advocate or a legal adviser.
Article 3931 of the Code of Civil
Procedure as applicable at the material time listed the grounds on which a
cassation appeal could be lodged. It read as follows:
“The cassation appeal may be based on the following grounds:
1) a breach of substantive law as a result of its
erroneous interpretation or wrongful application;
2) a breach of procedural provisions, if that defect
could significantly affect the outcome of the case.”
Pursuant to Article 393¹³ the Supreme Court,
having allowed a cassation appeal, could quash the challenged judgment in its
entirety or in part and remit the case for re-examination. Where the Supreme
Court failed to find non-conformity with the law, it dismissed the cassation
appeal. According to Article 39315 if the cassation appeal was
well-founded the Supreme Court could also amend the impugned judgment and
adjudicate on the merits.
C. Constitutional Court’s judgments
1. Judgment no. K 18/99
On 22 June 1999 the Ombudsman made an
application to the Constitutional Court, asking for section 186 (3) of the Law
of 17 December 1998 on retirement and disability pensions paid from
the Social Insurance Fund (Ustawa o emeryturach i rentach z Funduszu
Ubezpieczeń Społecznych) (“the 1998 Law”) to be declared
unconstitutional in so far as it restricted the application of the 1989
Ordinance to persons born before 1 January 1949. More specifically, the
Ombudsman submitted that the introduction of an age-limit in respect of persons
taking care of a child, which in essence amounted to a deprivation of the right
to a benefit, constituted a violation of the principle of equality set forth in
Article 32 § 1 of the Constitution.
On 4 January 2000 the Constitutional Court (K18/99)
declared the impugned section 186 (3) of the 1998 Law unconstitutional in so
far as it restricted the application of the 1989 Ordinance to persons born
before 1 January 1949. The Constitutional Court reiterated among other
things the constitutional principle of acquired rights which guarantees
particularly strong protection for the right to receive social welfare
benefits.
2. Judgment no. K5/11
On 10 February 2011 the Ombudsman made an
application to the Constitutional Court, asking for section 114 (1)(a) of the
1998 Law to be declared unconstitutional in so far as it allowed the SSB to
reopen ex officio proceedings relating to the grant of a pension or a
disability pension on the basis of a new assessment of evidence which had
already been submitted.
On 28 February 2012 the Constitutional Court (K5/11)
declared the impugned section 114 (1)(a) of the 1998 Law unconstitutional in so
far as it allowed the SSB to reopen such proceedings following a new assessment
of evidence which had already been submitted.
THE LAW
I. ALLEGED VIOLATION OF ARTICLE 1 OF PROTOCOL No. 1 TO THE CONVENTION
The applicant complained that divesting her, in
the circumstances of the case, of her acquired right to an early-retirement
pension amounted to an unjustified deprivation of property. The complaint falls
to be examined under Article 1 of Protocol No. 1 to the Convention, which reads
as follows:
“Every natural or legal person is entitled to the peaceful
enjoyment of her possessions. No one shall be deprived of her possessions
except in the public interest and subject to the conditions provided for by law
and by the general principles of international law.
The preceding provisions shall not, however, in any way impair
the right of a State to enforce such laws as it deems necessary to control the
use of property in accordance with the general interest or to secure the
payment of taxes or other contributions or penalties.”
A. Admissibility
1. The Government’s preliminary objections
(a) Abuse of the right of an
individual application
(i) The parties’ submissions
The Government submitted that the present
application constituted an abuse of the right of individual application under
Article 35 § 3 of the Convention in that the applicant had misrepresented
to the Court her social security status and the financial situation of her
family.
In particular, the Government argued that the
applicant misled the Court in representing herself as a person who wished to
stay at home to take care of her son. However, at the time when the applicant
had applied for an EWK pension she had already been receiving a disability
pension. In the Government’s view, the applicant had sought an early-retirement
pension not because she had wished to take care of her child at home but
because she had wanted to have another source of income.
The applicant contested the Government’s
submissions and argued that her application had been truthful and sincere.
(ii) The Court’s assessment
The Court considers that, except in
extraordinary cases, an application may only be rejected as abusive if it was
knowingly based on untrue facts (see the Akdivar and Others v. Turkey
judgment of 16 September 1996, Reports of
Judgments and Decisions 1996-IV, p. 1206, §§ 53-54; I.S. v. Bulgaria (dec.), no. 32438/96, 6
April 2000; Varbanov v. Bulgaria,
no. 31365/96, § 36, ECHR 2000-X or Rehak
v. the Czech Republic, (dec.), no. 67208/01, 18 May 2004).
The Court notes that in the present case the
gist of the Government’s arguments does not actually concern “untrue facts”
allegedly adduced by the applicant before the Court. Rather, their objection is
based on their own perception of the applicant’s possible intentions behind her
decision to take advantage of the EWK early-retirement pension scheme and/or on
their assessment of her overall financial situation after the revocation of the
pension. It has not been disputed that the applicant quit her job when she was
officially judged eligible to obtain an EWK pension and only resumed full-time
employment after her pension had been withdrawn.
The Government’s preliminary objection should
therefore be dismissed.
(b) Non-exhaustion of domestic remedies
(i) The parties’ submissions
The Government argued that the applicant had not
exhausted the domestic remedies available to her, as required by Article 35 § 1
of the Convention.
They submitted that the applicant should have
made an application to the Constitutional Court challenging the compatibility
of the relevant social security provisions with the Constitution. They relied
on a judgment delivered by the Constitutional Court on 4 January 2000 (see
paragraphs 31 and 32 above).
In their further submissions, the Government
referred to the Constitutional Court’s judgment of 28 February 2012 (see
paragraphs 33 and 34). They maintained that even though the decisions issued in
the EWK cases had been based on section 114 (1) of the 1998 law and
not on section 114 (1)(a), the applicant should nevertheless have availed
herself of the possibility of lodging a constitutional complaint.
The applicant did not comment on this objection.
(ii) The Court’s assessment
The Court reiterates that it has already held
that in Poland a constitutional complaint was an effective remedy for the
purposes of Article 35 § 1 of the Convention only in situations where
the alleged violation of the Convention resulted from the direct application of
a legal provision considered by the complainant to be unconstitutional
(see, among other authorities, Szott-Medyńska v. Poland
(dec.), no. 47414/99, 9 October 2003).
Furthermore, Article 35 of the Convention,
which sets out the rule on exhaustion of domestic remedies, provides for a distribution
of the burden of proof. It is incumbent on the Government claiming
non-exhaustion to satisfy the Court that the remedy was an effective one
available not only in theory but also in practice at the relevant time, that is
to say that it was accessible, was capable of providing redress in respect of
the applicant’s complaints, and offered reasonable prospects of success (see Selmouni
v. France [GC], no. 25803/94, § 76, ECHR 1999-V, and Mifsud
v. France (dec.), no. 57220/00, § 15, ECHR 2002-VIII).
In so far as the Government referred to the Constitutional Court’s judgment of 4 January 2000, the Court observes that the
Government failed to indicate which provision of the 1998 Law should have been
challenged by the applicant before the Constitutional Court. They have merely
stated that the applicant could have contested “the relevant social security
provisions” without specifying any constitutional provision that could have
been relied on in the applicant’s situation. Furthermore, they have not adduced
any relevant case-law of the Constitutional Court which would have demonstrated
that such complaint, in the circumstances of the applicant’s case, offered any
prospects of success.
As regards the second limb of the Government’s
objection, the Court observes that, as the Government have acknowledged,
section 114(1)(a) of the 1998 Law was not applicable in the present case. The
SSB’s decision to reopen the proceedings concerning the relevant benefit was
based on section 114(1) (see paragraphs 27 and 44). While it is true that the
Ombudsman’s application was successful (see paragraph 34 above), this does not
of itself indicate that a hypothetical complaint lodged by the applicant would
have had a similar effect. Moreover, it should be noted that the Ombudsman’s
challenge was examined nearly ten years after the events complained of in the
present case. In reality, the Government’s objection is based on a theoretical
and retrospective, and therefore highly speculative, comparison between the
applicant’s situation at the material time and recent developments in the Constitutional Court’s case-law.
In consequence, the Court considers that in the
present case a constitutional complaint cannot be considered with a sufficient
degree of certainty to have been a remedy offering reasonable prospects of
success. For these reasons, the Government’s plea of inadmissibility on the
ground of non-exhaustion of domestic remedies must be dismissed.
(c) Six months
(i) The parties’ submissions
The Government submitted that should the Court
consider that the cassation appeal had not been an effective remedy in the
instant case, the calculation of the time-limit should start from the date on
which the judgment of the Court of Appeal had been given. If that decision had
been given more than six months before the date of introduction of the
application to the Court, the application should be considered as having been lodged
out of time and rejected in accordance with Article 35 §§ 1
and 4 of the Convention.
The applicant contested the argument and claimed
that she had complied with the six-month requirement.
(ii) The Court’s assessment
The Court reiterates that the object of the
six-month time-limit under Article 35 § 1 is to promote legal
certainty, by ensuring that cases raising issues under the Convention are dealt
with in a reasonable time and that past decisions are not continually open to
challenge. It marks out the temporal limits of supervision carried out by
the organs of the Convention and signals to both individuals and State
authorities the period beyond which such supervision is no longer possible (see,
amongst other authorities, Varnava and Others v. Turkey [GC], nos.
16064/90; 16065/90; 16066/90; 16068/90; 16069/90; 16070/90; 16071/90; 16072/90
and 16073/90, §§ 156 et seq., ECHR 2009-...; and Walker v. the United
Kingdom (dec.), no. 34979/97, ECHR 2000-I).
The final decision for this purpose is the decision taken in
the process of exhaustion of effective domestic remedies
which exist in respect of the applicant’s complaints (see Kozak v. Poland, no. 13102/02, § 64, 2 March 2010,
with further references).
The Court further notes that there were
essentially two types of decisions terminating the proceedings in the EWK
cases. First, in all cases where the applicants lodged cassation appeals in
accordance with the procedural requirements the Supreme Court either examined
them on the merits as in Moskal (cited above, § 24) or, as in the
instant case, decided not to entertain them. Second, in cases where the
applicants desisted from lodging cassation appeals the final decisions were
those given by the courts of appeal.
The cassation appeal was thus a remedy that had
been used by the applicant in the lead Moskal case as well as by
ninety-six other applicants whose cases are pending before the Court regarding
the same subject-matter. Although the effectiveness of this remedy has
been contested by certain applicants, the Court nevertheless considers that the
applicant in the instant case should not be penalised for having tried to file
a cassation appeal with the Supreme Court in order to avoid any risk of having her
case rejected by the Court for non-exhaustion of domestic remedies.
Accordingly the final decision in the case was
given by the Supreme Court on 14 December 2004 whereas the applicant lodged her
application with the Court on 4 June 2005.
That being so, the Court concludes that the
applicant complied with the six-month term laid down in Article 35 § 1 and that
the Government’s objection should be dismissed.
2. Conclusion on admissibility
The Court notes that this part of the
application is not manifestly ill-founded within the meaning of Article
35 § 3 (a) of the Convention. It also notes that it is not inadmissible on
any other grounds. It must therefore be declared admissible.
B. Merits
1. The parties’ submissions
(a) The applicant
The applicant submitted that divesting her, in
the circumstances of the case, of her acquired right to an early-retirement
pension had amounted to an unjustified deprivation of property.
In the applicant’s view, there was no reasonable
relationship of proportionality between the interference and the interests
pursued. The special measures taken by the Government in the Podkarpacki region
had no relevance for her professional situation, in view of her age and
education. For these reasons it had been impossible for her to find a job. She
stressed that her little farm did not bring in any income.
The applicant also claimed that she had borne an
excessive burden in that the decision of 17 July 2002 had deprived her of her
main source of income with immediate effect.
(b) The Government
The Government claimed that the interference
with the applicant’s property rights had been lawful and justified. In
particular, divesting the applicant of her right to the early-retirement
pension had been provided for by law and was in the public interest. There was
also a reasonable relationship of proportionality between the interference and
the interests pursued. In the Polish social security system only retirement
pensions granted under the general scheme were, in principle, permanent and
irrevocable. All other benefits based on conditions subject to change were
subject to verification and possible revocation.
They further noted that even though the decision
to revoke the EWK pension had a retroactive effect, the applicant had not
been required to reimburse the sum of PLN 10,067.97.
2. The Court’s assessment
(a) General principles
The relevant general principles are set out in
the Moskal judgment, cited above, paragraphs 49-52. The Court would nevertheless
reiterate that any interference by a public authority with the peaceful
enjoyment of possessions should be lawful and must pursue a legitimate aim by
means reasonably proportionate to the aim sought to be realised (see Moskal,
cited above, §§ 49 and 50).
(b) Application of the above principles to the
present case
(i) Whether there has been an interference with the
applicant’s possessions
The parties agreed that the decisions of the
Rzeszów Social Security Board of 17 July 2002, subsequently validated by two
court instances, (the regional court and the court of appeal) which deprived
the applicant of the right to receive the EWK pension, amounted to an
interference with her possessions within the meaning of Article 1 of Protocol
No. 1 to the Convention.
(ii) Lawfulness of the interference and legitimate
aim
As in the Moskal case the Court considers
that this interference was provided for by law and pursued a legitimate aim, as
required by Article 1 of Protocol No. 1 to the Convention (see Moskal,
cited above, §§ 56, 57 and 61-63 and also Iwaszkiewicz
v. Poland, no. 30614/06, §§ 47,
48, 26 July 2011).
(iii) Proportionality
In the instant case, a property right was
generated by the favourable evaluation of the applicant’s dossier attached to
the application for a pension, which was lodged in good faith, and by the
Social Security Board’s recognition of the right (see paragraphs 7-9 above).
Before being invalidated the decision of 2001 had undoubtedly produced effects
for the applicant and her family.
It must be stressed that the delay with which
the authorities reviewed the applicant’s dossier was relatively long. The 2001
decision was left in force for seventeen months before the authorities became
aware of their error. On the other hand, as soon as the error was discovered,
the decision to discontinue the payment of the benefit was issued relatively
quickly and with immediate effect (see paragraphs 10 and 11 above). Even though
the applicant had an opportunity to challenge the Social Security Board’s
decision of 17 July 2002 in judicial review proceedings, her right to the
pension was determined by the courts almost thirty months later and during that
time she was not in receipt of any welfare benefit (see paragraphs 11-17
above).
In examining the conformity of these events with
the Convention, the Court reiterates the particular importance of the principle
of good governance. It requires that where an issue pertaining to the general
interest is at stake, especially when it affects fundamental human rights,
including property rights, the public authorities must act promptly and in an
appropriate and above all consistent manner (see Beyeler v. Italy [GC],
no. 33202/96, § 120, ECHR 2000-I; Öneryıldız
v. Turkey [GC], no. 48939/99, § 128, ECHR 2004-XII; Megadat.com
S.r.l. v. Moldova, no. 21151/04, § 72, 8 April 2008; and Rysovskyy
v. Ukraine, no. 29979/04, § 71, 20 October 2011).
It is desirable that public authorities act with the utmost care, in particular
when dealing with matters of vital importance to individuals, such as welfare
benefits and other such rights. In the present case, the Court considers that
having discovered their mistake, the authorities failed in their duty to act
speedily and in an appropriate and consistent manner (see Moskal, cited
above, § 72).
In the Court’s opinion, the fact that the State
did not ask the applicant to return the pension which had been unduly paid (see
paragraph 62 above) did not mitigate sufficiently the consequences for the
applicant flowing from the interference in her case.
In this connection it should be observed that as
a result of the impugned measure, the applicant was faced, without any
transitional period enabling her to adjust to the new situation, with the total
loss of her early-retirement pension, which constituted her main source
of income. Moreover, the Court is aware of the potential risk that, in view of
her age and the economic reality in the country, particularly in the
undeveloped Podkarpacki region, the applicant might have considerable
difficulty in securing new employment. Indeed, the applicant remained unemployed
for nearly three years until she was granted a disability pension (see
paragraph 18).
The Government further maintained that the
applicant’s little farm might have been a source of income for her. However,
they failed to submit any evidence that after the revocation of the EWK pension
she indeed derived income from the farm. Moreover, the farm clearly did not
constitute her main source of income, since for many years she had been
employed outside the farm in a non-agricultural enterprise.
In so far as the Government listed various
benefits available in Poland, the Court considers that they have failed to
specify which of those benefits, if any, were available in the applicant’s
situation. It should be noted that the applicant submitted that she had not
been eligible to apply for any welfare benefits.
In view of the above considerations, the Court
does not see any reason to depart from its ruling in the leading case
concerning EWK pensions, Moskal v. Poland, and finds that in the
instant case a fair balance has not been struck between the demands of the
general interest of the public and the requirements of the protection of the
individual’s fundamental rights and that the burden placed on the applicant was
excessive.
. It follows that there has been a
violation of Article 1 of Protocol No. 1 to the Convention.
II. ALLEGED
VIOLATIONS OF ARTICLES 6 § 1 AND 8 OF THE CONVENTION
The applicant also alleged that the ex officio reopening of the social
security proceedings, which had resulted in the quashing of the final decision
granting her a right to a pension, was in breach of the principle of legal certainty
under Article 6 § 1 of the Convention.
She also complained under Article 8 of the
Convention of an interference with her right to respect for her private and
family life in that by divesting her of the EWK pension the authorities
deprived her of her sole source of income and financial resources indispensable
for her livelihood.
The Court notes that these complaints are linked
to the one examined above and must therefore likewise be declared admissible.
However, having regard to the reasons which led
the Court to find a violation of Article 1 of Protocol No. 1 to the Convention,
the Court finds that the applicant’s complaints under Articles 6 and 8 of the
Convention do not require a separate examination (see Moskal, cited
above, §§ 83 and 94).
III. REMAINING COMPLAINTS
Lastly, the applicant alleged a breach of
Article 14 of the Convention. However, in the light of all the material in its
possession, and in so far as the matters complained of are within its
competence, the Court finds that they do not disclose any appearance of a
violation of the rights and freedoms set out in the Convention or its Protocols
(see Moskal, cited above, § 100).
It follows that this part of the application is
manifestly ill-founded and must be rejected in accordance with Article 35 §§ 3
(a) and 4 of the Convention.
IV. 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 pecuniary damage comprising: (1) the restitution of the EWK pension in
the amount of approximately PLN 749 per month and (2) the equivalent of the EWK
pension, which had not been paid to her in the period from August 2002 until
the present day, together with statutory interest (approximately 26,513 euros
(EUR)). The applicant also claimed PLN 40,000 or EUR 10,000 in respect of
non-pecuniary damage.
The Government contested the applicant’s claims.
The Court finds that the applicant was deprived
of her income in connection with the violation found and must take into account
the fact that she undoubtedly suffered some pecuniary and non-pecuniary damage
(see Moskal, cited above, § 105 with a further reference). Making an
assessment on an equitable basis, as required by Article 41 of the Convention,
the Court awards the applicant EUR 8,000 to cover all heads of damage.
B. Costs and expenses
The applicant also claimed PLN 10,000 or EUR
2,500 for the costs and expenses incurred in relation to the present
application in the domestic proceedings and the proceedings before the Court.
She did not submit any invoices to justify her claim.
The Government contested the applicant’s claim.
According to the Court’s case-law, an applicant
is entitled to the reimbursement of 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. In the present case, regard being had to the above
criteria and the fact that the applicant failed to provide the Court with the
necessary documents, the Court rejects the claim for costs and expenses under
all heads.
C. Default interest
The Court considers it appropriate that the
default interest rate 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
1. Declares unanimously the complaints under
Articles 6 and 8 of the Convention and Article 1 of Protocol No. 1 to the
Convention admissible and the remainder of the application inadmissible;
2. Holds by five votes to two that there has
been a violation of Article 1 of Protocol No. 1 to the Convention;
3. Holds unanimously that there is no need to
examine separately the complaints under Articles 6 and 8 of the Convention;
4. Holds by five votes to two
(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, in respect of pecuniary and non-pecuniary damage, EUR
8,000 (eight thousand euros), to be converted into the currency of the
respondent State at the rate applicable at the date of settlement, plus any tax
that may be chargeable to the applicant;
(b) that from the expiry of the above-mentioned
three months until settlement simple interest shall be payable on the above
amount at a rate equal to the marginal lending rate of the European Central
Bank during the default period plus three percentage points;
5. Dismisses unanimously the remainder of the
applicant’s claim for just satisfaction.
Done in English, and notified in writing on 2 October 2012,
pursuant to Rule 77 §§ 2 and 3 of the Rules of Court.
Fatoş Aracı David
Thór Björgvinsson
Deputy Registrar President
In accordance with Article 45 § 2 of the Convention and
Rule 74 § 2 of the Rules of Court, the joint partly dissenting opinion of Judges
Hirvelä and Bianku is annexed to this judgment.
D.T.B.
F.A.
JOINT PARTLY DISSENTING OPINION OF JUDGES HIRVELÄ AND
BIANKU
The instant
case raises issues similar to those dealt with by the Court in Moskal v.
Poland (no. 10373/05) and Lewandowski v. Poland (38459/03). The
majority in those cases found that there had been a breach of Article 1 of
Protocol No. 1 to the Convention. We dissented. We dissent in this case also,
for the reasons we gave in our Joint Partly Dissenting Opinion in the Moskal
case and in the Lewandowski case.