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WyrokETPCz2016-06-14
Analiza orzeczenia
Sekcja wygenerowana przez AI na podstawie treści orzeczenia — nie stanowi cytatu.
Zagadnienie prawne
Czy odmowa przyznania renty rodzinnej partnerowi tej samej płci, który nie mógł zawrzeć związku małżeńskiego przed śmiercią partnera, stanowiła dyskryminację ze względu na orientację seksualną, naruszającą art. 14 w zw. z art. 8 Konwencji i art. 1 Protokołu nr 1?Ratio decidendi
Trybunał uznał, że sytuacja skarżącego nie była istotnie podobna do sytuacji partnera heteroseksualnego, który nie mógł zawrzeć małżeństwa przed wejściem w życie ustawy legalizującej rozwody w 1981 r. Różnica polegała na naturze przeszkody prawnej: w przypadku par heteroseksualnych była to przeszkoda w ponownym zawarciu małżeństwa, a nie w zawarciu małżeństwa w ogóle, podczas gdy pary tej samej płci były całkowicie niezdolne do zawarcia małżeństwa przed 2005 r. Ponadto, Trybunał podkreślił, że państwa członkowskie posiadają margines oceny w zakresie wprowadzania zmian legislacyjnych dotyczących praw osób tej samej płci, ponieważ jest to obszar ewoluujących praw, w którym nie ma ustalonego konsensusu. W konsekwencji, brak naruszenia art. 14 w związku z art. 8 i art. 1 Protokołu nr 1.Stan faktyczny
Skarżący, Antonio Aldeguer Tomás, obywatel Hiszpanii, żył w homoseksualnym związku partnerskim od 1990 roku. Jego partner zmarł w 2002 roku. W 2003 roku skarżący ubiegał się o rentę rodzinną jako wdowiec, ale Narodowy Instytut Ubezpieczeń Społecznych (INSS) odmówił mu jej przyznania, ponieważ nie był w związku małżeńskim ze zmarłym. W 2005 roku w Hiszpanii weszła w życie ustawa legalizująca małżeństwa osób tej samej płci, jednak partner skarżącego zmarł przed jej wejściem w życie.Rozstrzygnięcie
Stwierdza brak naruszenia art. 14 (zakaz dyskryminacji) w związku z art. 8 (prawo do poszanowania życia prywatnego i rodzinnego) Konwencji oraz art. 1 Protokołu nr 1 (ochrona własności).Pełny tekst orzeczenia
issued by the Registrar of the Court
ECHR 202 (2016)
14.06.2016
Inability of surviving same-sex partner who was not married to receive
survivor’s pension: not discriminatory
In today’s Chamber judgment1 in the case of Aldeguer Tomás v. Spain (application no. 35214/09)
the European Court of Human Rights held, unanimously, that there had been:
no violation of Article 14 (prohibition of discrimination) read in conjunction with Article 8 (right to
respect for private and family life) of the European Convention on Human Rights and Article 1 of
Protocol No. 1 (protection of property) to the Convention.
The case concerned the applicant’s complaint of having been discriminated against on the ground of
his sexual orientation in that he was denied a survivor’s pension following the death of his partner,
with whom he had lived in a de facto marital relationship. The applicant, Mr Aldeguer Tomás, had
been unable to marry his partner under the law in force during the latter’s lifetime. Three years after
his partner’s death, the law legalising same-sex marriage in Spain entered into force.
The Court concluded that that there had been no discrimination in Mr Aldeguer Tomás’ case. In
particular, his situation following the entry into force of the law legalising same-sex marriage in
Spain in 2005 had not been relevantly similar to that of a surviving partner of a heterosexual
cohabiting couple, who had been unable to marry his or her partner before the law legalising divorce
entered into force in 1981 and who qualified for a survivor’s pension by virtue of a provision of that
law.
Moreover, States had, at the relevant time, a certain room for manoeuvre (“margin of appreciation”)
as regards the timing of the introduction of legislative changes in the field of legal recognition of
same-sex couples and the exact status conferred on them, an area which was regarded as one of
evolving rights with no established consensus.
Principal facts
The applicant, Antonio Aldeguer Tomás, is a Spanish national who was born in 1955 and lives in
Pozuelo de Alarcón (Madrid), Spain.
Mr Aldeguer Tomás’ partner, with whom he had lived together in a homosexual relationship since
1990, died in 2002. In 2003 Mr Aldeguer Tomás claimed social security allowances as a surviving
spouse. The National Institute of Social Security (“INSS”) refused to grant him a survivor’s pension on
the grounds that he had not been married to the deceased person.
Following the entry into force of the law legalising same-sex marriage in Spain in July 2005, Mr
Aldeguer Tomás filed an administrative complaint against the INSS’ 2003 decision. The INSS
dismissed his complaint, noting that under the legislation in force he could not gain the status of a
widower. Mr Aldeguer Tomás challenged that decision before the courts, and in November 2005 the
Social Tribunal found for him, holding that the facts of the case had to be assessed in the light of the
new law on same-sex marriage. It also recalled that a provision of the law legalising divorce of 1981
recognised the right to obtain a survivor’s pension for individuals who had been prevented from
1. Under Articles 43 and 44 of the Convention, this Chamber judgment is not final. During the three-month period following its delivery,
any party may request that the case be referred to the Grand Chamber of the Court. If such a request is made, a panel of five judges
considers whether the case deserves further examination. In that event, the Grand Chamber will hear the case and deliver a final
judgment. If the referral request is refused, the Chamber judgment will become final on that day.
Once a judgment becomes final, it is transmitted to the Committee of Ministers of the Council of Europe for supervision of its execution.
Further information about the execution process can be found here: www.coe.int/t/dghl/monitoring/execution.
marrying a person with whom they had lived in a heterosexual relationship similar to marriage under
the legislation in force before 1981 because one or both partners had still been married to another
person and divorce was legally impossible at the time. The Social Tribunal considered that treating
those who had been unable to marry on account of their sexual orientation differently from
cohabiting heterosexual couples who had been prevented from marrying because divorce had been
prohibited at the time would not be in harmony with the strong egalitarian intention pursued by the
law legalising same-sex marriage.
On appeal by the INSS and the Treasury General of Social Security, the Madrid High Court of Justice
reversed the first-instance judgment in September 2006, finding that the law on same-sex marriage
had not been intended by the legislature to cover same-sex partnerships which had been ended by
the death of one partner before the law entered into force; the law therefore had no retroactive
effect in the circumstances of Mr Aldeguer Tomás’ case. Both his appeal on points of law and his
amparo appeal were declared inadmissible, by the Supreme Court and the Constitutional Court
respectively, the final decision being taken in February 2009.
Complaints, procedure and composition of the Court
Relying on Article 14 (prohibition of discrimination) read in conjunction with Article 8 of the
Convention (right to respect for private and family life) and, in substance, in conjunction with Article of Protocol No. 1 (protection of property), Mr Aldeguer Tomás complained that he was
discriminated against on the ground of his sexual orientation in that he was denied a survivor’s
pension following the death of his partner.
The application was lodged with the European Court of Human Rights on 22 June 2009.
Judgment was given by a Chamber of seven judges, composed as follows:
Helena Jäderblom (Sweden), President,
Helen Keller (Switzerland),
Johannes Silvis (the Netherlands),
Branko Lubarda (Serbia),
Pere Pastor Vilanova (Andorra),
Alena Poláčková (Slovakia) and,
Blanca Lozano Cutanda (Spain - ad hoc Judge), judges
and also Stephen Phillips, Section Registrar.
Decision of the Court
The Court confirmed that Mr Aldeguer Tomás’ relationship with his late partner fell within the
notion of “private life” and that of “family life” under Article 8, in line with its recent case-law
concerning the situation and the rights of cohabiting same-sex couples.
Mr Aldeguer Tomás alleged that his situation was relevantly similar or analogous to that of a
surviving partner of a heterosexual cohabiting couple, who, while having been unable to marry his or
her partner before the law legalising divorce entered into force in 1981, qualified for a survivor’s
pension by virtue of a provision of that law. The Spanish Government, however, argued that there
was no true analogy since same-sex couples had not been able to marry at all before the entry into
force of the 2005 law, whereas the different-sex couples in question had been eligible for marriage
but had been unable to exercise such right before 1981 because divorce had not been legal.
While the Court observed that there were certain similarities between both situations taken in the
abstract, those elements alone were not sufficient to place Mr Aldeguer Tomás in 2005 in a
relevantly similar position to that of a surviving partner of a heterosexual couple who had been
unable to marry before the law of 1981. As noted by the Government, the provision in question of
the 1981 law had the specific purpose of providing an extraordinary solution to the couples
concerned, giving the surviving partner access to a survivor’s pension under certain conditions. That
solution had to be seen against the background of a situation where the participation in building up
pension rights by paid work had not been equally distributed among the sexes, since women were
underrepresented in the work force.
Furthermore, the legal impediment in question was of a different nature in both situations. What
was at stake in the case of a heterosexual couple concerned by the legislation before the law of 1981
was an impediment to remarrying which had affected one or both partners, not an impediment to
marrying per se. The specific factual and legal situation addressed by the 1981 legislation could
therefore not be genuinely compared to the position of a same-sex couple who had been ineligible
for marriage in absolute terms before the 2005 law.
In conclusion, Mr Aldeguer Tomás’ situation in 2005 had been fundamentally different from that of
different-sex couples covered by the provision in question of the 1981 law. That view was unaffected
by the fact that the Spanish legislature had recognised the right to a survivor’s pension to same-sex
couples after the death of Mr Aldeguer Tomás’ partner, by introducing in 2005 same-sex marriage.
The enactment of that legislation could not be taken as an admission by the domestic authorities
that the non-recognition of same-sex marriage, or the exclusion of same-sex couples from some of
the rights and benefits available to married couples, had at the relevant time been incompatible
with the Convention.
The Court recalled that in a previous case concerning the inability of a homosexual couple to marry2
it had held that States had a certain room for manoeuvre (“margin of appreciation”) as regards the
timing of the introduction of legislative changes in the field of legal recognition of same-sex couples
and the exact status conferred on them, an area which was regarded as one of evolving rights with
no established consensus.
It followed that there had been no discrimination in Mr Aldeguer Tomás’ case and therefore no
violation of Article 14 read in conjunction with Article 8 of the Convention and Article 1 of Protocol
No. 1.
Separate opinion
Judge Keller expressed a separate opinion, which is annexed to the judgment.
The judgment is available only in English.
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judgments and further information about the Court can be found on www.echr.coe.int. To receive
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Inci Ertekin (tel: + 33 3 90 21 55 30) Schalk and Kopf v. Austria (30141/04), Chamber judgment of 24 June 2010
The European Court of Human Rights was set up in Strasbourg by the Council of Europe Member
States in 1959 to deal with alleged violations of the 1950 European Convention on Human Rights.
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© Rada Europy / Europejski Trybunał Praw Człowieka, źródło: HUDOC (hudoc.echr.coe.int), pozyskano 15.07.2026. · Źródło