FOURTH SECTION
CASE OF
LEW v. POLAND
(Application no.
34386/04)
JUDGMENT
STRASBOURG
4 December 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 Lew v. Poland,
The European Court of Human Rights (Fourth Section), sitting as
a Chamber composed of:
Ineta Ziemele, President,
David Thór Björgvinsson,
Päivi Hirvelä,
Zdravka Kalaydjieva,
Vincent A. De Gaetano,
Paul Mahoney,
Krzysztof Wojtyczek, judges,
and Fatoş Aracı, Deputy Section
Registrar,
Having deliberated in private on 13 November 2012,
Delivers the following judgment, which was adopted on that
date:
PROCEDURE
The case originated in an application (no.
34386/04) 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 Czesława Lew (“the
applicant”), on 12 August 2004
The Polish
Government (“the Government”) were represented by their Agent, Mr J.
Wołąsiewicz, succeeded by Ms J. Chrzanowska, 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 1954 and lives in Rzeszów.
The applicant is married and has children. Prior
to her application for pension she was unemployed.
A. Proceedings concerning granting and revoking the
EWK pension
On 28 September 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 28
September 2001 The certificate stated that the child (born in 1989) had
suffered from bronchial asthma and allergy and that he was in need of the
parent’s constant care.
On 16 October 2001the Rzeszów Social Security
Board (“the SSB”) issued a decision granting the applicant the right to an
early-retirement pension as of 1 September 2001 in the net amount of 470 Polish
zlotys (PLN).
On 3 June 2002 the Rzeszów Social Security Board
requested 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 an unknown date the doctor stated that, on the basis of
the medical documents, the child could not be considered as ever having
required such care.
On 28 June 2002 the Rzeszów Social Security
Board issued simultaneously two decisions for the applicant. By virtue of one
decision, the payment of the applicant’s pension was discontinued with
immediate effect. 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 Cabinet’s Ordinance of 15
May 1989 on the right to early retirement of employees raising children who
require permanent care (Rozporządzenie
Rady Ministrów z dn. 15 maja 1989 w sprawie uprawnień do
wcześniejszej emerytury pracowników opiekujących się
dziećmi wymagającymi stałej opieki) (“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
applicant’s 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 27 November 2002 the Rzeszow Regional Court (Sąd Okręgowy) dismissed the
appeal. The Regional Court concluded on the basis of the evidence, including
expert medical evidence, that while indeed the applicant’s child suffered from
bronchial asthma and allergy he did not require his mother’s permanent care
since his health condition did not significantly impair his body functions. 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 did
not satisfy the requirement of necessary permanent care.
The applicant further appealed against the
first-instance judgment.
On 21 May 2003 the Rzeszów Court of Appeal (Sąd Apelacyjny) dismissed the
appeal.
On 19 February 2004 the Supreme Court (Sąd
Najwyższy) dismissed 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
revocation of the pension she had not received any benefits or allowances.
The Government submitted that prior to her EWK
pension the applicant was unemployed except for two months in 2001 when she had
worked. After revocation of the pension she worked for two months in 2004. The
Government submitted that from 2004 until 2006 the applicant collected sickness
allowance and rehabilitation benefit without specifying the amount. Moreover,
the applicant’s husband had been employed since 1999 without interruption.
In addition, the Government submitted
information as regards various types of social benefits available in Poland. However, they failed to specify which of those benefits, if any, were available in
the applicant’s situation.
Under the relevant laws applicable at present,
it appears that the applicant will qualify for a regular retirement pension in 2014.
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 issue or make it necessary for the Supreme Court to
give a new interpretation to legal provisions which raised serious doubts or
caused 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 of the case of Moskal
v. Poland, no. 10373/05, § 31-34, 15 September 2009.
The re-opening of the proceedings concerning the
early retirement pension is regulated in section 114 (1) 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”), 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 that 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 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 current social security status and the
financial situation of her family.
In particular, the Government argued that the
applicant had misled the Court in representing herself as a person who wished
to stay at home to take care of her daughter and the EWK pension constituted
her sole income. In reality, the applicant’s husband had been continuously
employed since 1999. Moreover, she had been unemployed when applying for the
EWK pension. In the Government’s view, the applicant had sought the early
retirement not because she had wished to take care of her child at home but
because she had wanted to have a source of income.
The applicant did not comment on the Government’s
submissions.
(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 on
their assessment of her overall financial situation after the revocation of the
pension.
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 30 and 31 above).
In their further submissions, the Government
referred to the Constitutional Court’s judgment of 28 February 2012 (see
paragraph 33). 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 48). While it is true that the
Ombudsman’s application was successful (see paragraph 33 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 being 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 correct 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 claiming that the practice
of the Supreme Court showed that this remedy had no prospects of success, 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 19 February 2004 whereas the applicant lodged her application
with the Court on 12 August 2004.
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.
(d) no significant disadvantage
(i) The parties’ submissions
Lastly, the Government argued that the present
application should be declared inadmissible on the ground that the applicant
had not suffered a significant disadvantage within the meaning of Article 35 §
3 (b) of the Convention as amended by Protocol No. 14. They stressed that the
applicant was unemployed since 1993, with short periods of temporary
employment, and she did not take up any job after the revocation of the EWK
pension. In their opinion, respect for human rights did not require examination
of the present application. The case was duly examined by domestic authorities:
the Social Security Board and the domestic courts.
The applicant did not comment on the Government’s
objection.
(ii) The Court’s assessment
The Court observes that the main element of the
criterion set by Article 35 § 3 (b) of the Convention is
whether the applicant has suffered any significant disadvantage (see Adrian Mihai Ionescu
v. Romania (dec.), no. 36659/04,
1 June 2010, and Korolev
v. Russia (dec.), no. 25551/05,
1 July 2010).
The severity of a violation should be assessed
taking into account both the applicant’s subjective perceptions and what is
objectively at stake in a particular case (see Korolev,
cited above). In other words, the absence of any significant disadvantage can
be based on criteria such as the financial impact of the matter in dispute or
the importance of the case for the applicant (see Adrian Mihai Ionescu,
cited above).
However, in the present case the alleged lack of
significant disadvantage is inseparably linked with the Court’s assessment of
the proportionality of the measure complained of, in particular with the
question whether, in consequence of the
revocation of her pension, the applicant suffered an “excessive burden” for the
purposes of Article 1 of Protocol No. 1 to the Convention (see also
paragraphs 72-79 below). That being so the Government’s argument would,
in the Court’s view, more appropriately be dealt with at the merits stage.
The Court accordingly joins the Government’s
plea of inadmissibility on the ground of the absence of any significant
disadvantage to the merits of the case.
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 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 between the interference and the interests pursued. She had quit
her employment in order to take care of her sick child. The special actions
undertaken 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.
The applicant also claimed that she had borne an
excessive burden in that the decision of 28 June 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 EWK pension had a retroactive effect, the applicant had not been
required to reimburse the sum of PLN 5,305.
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, must be in the public
interest and 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 28 June 2002, subsequently validated by three
court instances (the regional court, the court of appeal, the Supreme Court),
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 16 October 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 16
October 2001 decision was left in force for nine 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 28 June 2002 in judicial review proceedings, her right to
the pension was determined by the courts more than twenty months later and
during that time she was not in receipt of any welfare benefit
(see paragraphs 12-20 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). The initial decision to grant the applicant an
early-retirement pension appears to have been taken lightly and without
appropriate checks having been first undertaken.
. 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 67 above) did not mitigate sufficiently the consequences
for the applicant flowing from the interference in her case. The Court
notes in this connection that the applicant, after her right to the EWK pension
had been confirmed by the authorities, decided to resign from her employment.
It should be also 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
after the revocation of the EWK pension the applicant worked only for two months
in 2004
The Government submitted that the applicant’s
husband had been continuously employed. However, the Court considers that this
fact is not decisive for the matter at hand, namely whether the revocation of
the EWK pension placed an excessive burden on the applicant as an
individual in her own right irrespective of third party financial support.
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 and the Government’s
objection based on no significant disadvantage (see paragraph 61 above) must
accordingly be rejected.
II. ALLEGED VIOLATION OF ARTICLE 6 § 1 OF THE
CONVENTION
The applicant also complained 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 Article 6
§ 1 of the Convention.
The Court notes that this complaint is 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 complaint under Article 6 of the
Convention regarding the principle of legal certainty does not require a
separate examination (see Moskal, cited above, § 83).
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 approximately 2,500 euros (EUR) in respect of pecuniary and
non-pecuniary damage.
The Government contested
both claims and considered them excessive.
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 Koua Poirrez, cited above,
§ 70). The Court awards the applicant the claimed sum in full to cover all
heads of damage.
B. Costs and expenses
The applicant did not make any claim in respect of
the costs and expenses.
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. Joins unanimously the Government’s
preliminary objection concerning no significant disadvantage to the merits of
the applicant’s complaint under Article 1 of Protocol No. 1 to the Convention
and declares the application admissible;
2. Holds by six votes to one that there has
been a violation of Article 1 of Protocol No. 1 to the Convention and dismisses
in consequence the Government’s above mentioned objection;
3. Holds unanimously that there is no need to
examine the complaint under Article 6 of the Convention;
4. Holds by six
votes to one
(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 2,500 (two thousand five
hundred euros), plus any tax that may be chargeable, in respect of both
pecuniary and non-pecuniary damage to be converted into the currency of the
respondent State at the rate applicable at the date of settlement;
(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 4 December 2012,
pursuant to Rule 77 §§ 2 and 3 of the Rules of Court.
Fatoş Aracı Ineta
Ziemele
Deputy Registrar President
In accordance with Article 45 § 2 of the Convention and
Rule 74 § 2 of the Rules of Court, the partly dissenting opinion of Judge Hirvelä
is annexed to this judgment.
I.Z.
F.A.
PARTLY DISSENTING OPINION OF JUDGE HIRVELÄ
To my regret, I am unable to agree with
the majority in this and the other eleven cases (8578/04, 18683/04,
27680/04, 31803/04, 34386/04, 35538/04, 39430/04, 6112/05, 39225/05, 11815/05,
10368/05 and 31492/05) examined simultaneously on the same day by the Court. This case and the other cases are based on the same or
at least very similar circumstances as in Moskal v. Poland (no. 10373/05, 15 September 2009) and Lewandowski v. Poland (no. 38459/03, 2
October 2012) as regards the revocation of the early retirement pension
(the EWK pension) following a review of the applicant’s dossier.
The reasons for my dissent are identical
to those expressed in the joint partly dissenting opinion which I expressed
together with Judges Bratza and Bianku in the leading case of Moskal v.
Poland and later in the dissenting opinion which Judge Bianku and I
expressed in Lewandowski v. Poland and other cases examined by the Court
together with Lewandowski.
To avoid repetition, I refer to the arguments and reasons set
out in the above-mentioned dissenting opinions to conclude that there has been
no violation of Article 1 of Protocol No. 1. Like the majority of the Chamber,
I do not consider that the complaints under Articles 6 and 8 require a separate
examination.