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WyrokETPCz2020-10-20

Analiza orzeczenia

Sekcja wygenerowana przez AI na podstawie treści orzeczenia — nie stanowi cytatu.

Zagadnienie prawne
Czy zakończenie wypłaty renty wdowiej dla mężczyzny po osiągnięciu pełnoletności przez jego najmłodsze dziecko, podczas gdy w analogicznej sytuacji kobieta zachowałaby prawo do renty, stanowi dyskryminację ze względu na płeć naruszającą art. 14 w związku z art. 8 Konwencji?
Ratio decidendi
Trybunał uznał, że Konwencja jest „żywym instrumentem”, który musi być interpretowany w świetle współczesnych warunków. Stwierdził, że domniemanie, iż mąż zapewnia finansowo żonę, zwłaszcza gdy ma ona dzieci, nie jest już aktualne i nie może uzasadniać różnicy w traktowaniu ze względu na płeć. Trybunał nie znalazł „bardzo ważnych powodów” uzasadniających dyskryminację ze względu na płeć, uznając, że rząd nie przedstawił rozsądnego uzasadnienia dla nierównego traktowania skarżącego.
Stan faktyczny
Skarżący, B., jest obywatelem Szwajcarii, który samotnie wychowywał dwójkę dzieci po śmierci żony w wypadku. Wypłata jego renty wdowiej została zakończona, gdy jego młodsza córka osiągnęła pełnoletność, zgodnie z Federalną Ustawą o Ubezpieczeniach na Starość i Rentach Rodzinnych. Skarżący, mając 57 lat w momencie zaprzestania wypłaty renty, nie był aktywny zawodowo przez ponad 16 lat i miał trudności z powrotem na rynek pracy.
Rozstrzygnięcie
Stwierdza naruszenie artykułu 14 (zakaz dyskryminacji) w związku z artykułem 8 (prawo do poszanowania życia prywatnego i rodzinnego) Europejskiej Konwencji Praw Człowieka. Zasądza na rzecz skarżącego 5 000 euro tytułem szkody niemajątkowej oraz 6 380 euro tytułem kosztów i wydatków.

Pełny tekst orzeczenia

issued by the Registrar of the Court   ECHR 295 (2020)   20.10.2020   Termination of a widower’s pension, on grounds of sex, when his youngest   child reached the age of majority breached the Convention   In today’s Chamber judgment1 in the case of B. v. Switzerland (application no. 78630/12) the   European Court of Human Rights held, unanimously, that there had been:   a violation of Article 14 (prohibition of discrimination) taken together with Article 8 (right to   respect for private and family life) of the European Convention on Human Rights.   The case concerned the widower’s pension to which the applicant had ceased to be entitled after his   younger daughter had reached the age of majority. The Federal Law on Old-Age and Survivors’   Insurance provides that entitlement to a widower’s pension ends when the youngest child reaches   the age of 18, whereas this is not the case for a widow.   The Court reiterated that the Convention was a “living instrument” which had to be interpreted in   the light of present-day conditions and found that the presumption that the husband provided   financially for his wife, particularly when she had children, was no longer valid and could not justify   the difference in treatment of which the applicant had been a victim.   The Court was unable to conclude that there had been “very weighty reasons” in the present case to   justify the difference in treatment on grounds of sex alleged by the applicant. It therefore found that   the Government had failed to provide any reasonable justification for the inequality in the treatment   of the applicant.   Principal facts   The applicant, B., is a Swiss national who was born in 1953. He is the father of two children, whom   he raised alone after losing his wife in an accident when the children were one year and nine months   and four years old.   On 9 September 2010, after noting that the applicant’s younger daughter was about to reach the   age of majority, the Compensation Office of the Canton of Appenzell Outer Rhodes terminated the   payment of the applicant’s widower’s pension. He lodged an appeal, invoking the principle of gender   equality laid down in the Swiss Constitution, an argument which the Office rejected. He then   appealed to the Cantonal Court, arguing that there was no reason to place him at a disadvantage in   relation to a widow. The Cantonal Court dismissed his appeal, observing that the legislature had   been aware of the unequal treatment of widows and widowers when drafting and amending the   Federal Law on Old-Age and Survivors’ Insurance and had taken the view that widowers with   childcare responsibilities could be expected to return to work when those responsibilities ended,   whereas this could not reasonably be required of women in the same circumstances.   An appeal by the applicant to the Federal Supreme Court was dismissed in a judgment of 4 May   2012.   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.   Complaints, procedure and composition of the Court   Relying on Article 14 (prohibition of discrimination) taken together with Article 8 (right to respect for   private and family life), the applicant complained that he had been discriminated against in relation   to widowed mothers with sole responsibility for raising their children.   The application was lodged with the European Court of Human Rights on 19 November 2012.   Judgment was given by a Chamber of seven judges, composed as follows:   Paul Lemmens (Belgium), President,   Georgios A. Serghides (Cyprus),   Helen Keller (Switzerland),   Alena Poláčková (Slovakia),   María Elósegui (Spain),   Gilberto Felici (San Marino),   Lorraine Schembri Orland (Malta),   and also Milan Blaško, Section Registrar.   Decision of the Court   Article 14 taken together with Article 8   The Court found that the applicant’s complaint fell within the scope of Article 8 because the purpose   of a widow’s or widower’s pension was to enable the surviving spouse to organise his or her family   life. Moreover, as he had been 57 years old when he had stopped receiving the pension and 59 when   the Federal Supreme Court had delivered its judgment, it would have been difficult for him to   envisage returning to the labour market, a factor that had had a practical impact on the way in   which he had organised his family life. Accordingly, Article 14 taken together with Article 8 was   applicable in the present case.   With regard to applicant’s allegation of discrimination on grounds of “sex”, the Court observed that   he had indeed suffered unequal treatment in that the payment of his widower’s pension had been   terminated when his younger daughter had reached the age of majority, whereas a widow in the   same situation would not have lost her entitlement to a pension.   As to the objective nature of the discrimination, the Court was prepared to accept the Government’s   argument that there was a presumption that the husband provided financially for his wife,   particularly when she had children. However, it considered that careful scrutiny of the   reasonableness of the inequality in treatment was required. It reiterated that only “very weighty   reasons” could justify discrimination on grounds of sex, whether the victim was a woman or a man.   The Court could not rule out that the introduction of a pension limited to widows might have been   justified by the role and status assigned to women at the time the relevant law had been passed, in   1948. However, it pointed out that the Convention was a “living instrument” which had to be   interpreted in the light of present-day conditions and found that the presumption that the husband   provided financially for his wife, particularly when she had children, was no longer valid and could   not justify the difference in treatment of which the applicant had been a victim.   The Court noted that the applicant’s wife had died in an accident when their children had been one   year and nine months and four years old. Since then, the applicant had brought up the children   alone without being able to carry on his career. Having been 57 years old when he had stopped   receiving the pension, the applicant had not been engaged in any gainful activity for more than   years. The Court failed to see why the applicant would have had less difficulty returning to the   labour market at that age than a woman in a similar situation, or why the termination of the pension   would have affected him to a lesser extent than a widow in comparable circumstances.   The Court was unable to conclude that there had been “very weighty reasons” in the present case to   justify the difference in treatment on grounds of sex alleged by the applicant. It therefore found that   the Government had failed to provide any reasonable justification for the inequality in the treatment   of the applicant.   There had therefore been a violation of Article 14 taken together with Article 8 of the Convention.   Just satisfaction (Article 41)   The Court held that Switzerland was to pay the applicant 5,000 euros (EUR) in respect of   non-pecuniary damage and EUR 6,380 in respect of costs and expenses.   Separate opinion   Judge Keller expressed a separate opinion, which is annexed to the judgment.   The judgment is available only in French.   This press release is a document produced by the Registry. It does not bind the Court. Decisions,   judgments and further information about the Court can be found on www.echr.coe.int. To receive   the Court’s press releases, please subscribe here: www.echr.coe.int/RSS/en or follow us on Twitter   @ECHR_CEDH.   Press contacts   [email protected] | tel.: +33 3 90 21 42 08   Denis Lambert (tel: + 33 3 90 21 41 09)   Tracey Turner-Tretz (tel: + 33 3 88 41 35 30)   Inci Ertekin (tel: + 33 3 90 21 55 30)   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.   3

© Rada Europy / Europejski Trybunał Praw Człowieka, źródło: HUDOC (hudoc.echr.coe.int), pozyskano 13.07.2026. · Źródło