C-248/87

WyrokTSUE1988-03-23CELEX: 61987CJ0248ECLI:EU:C:1988:167

Analiza orzeczenia

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

Zagadnienie prawne
Czy art. 1 ust. 2 lit. c) załącznika VII do regulaminu pracowniczego urzędników wymaga, aby członkowie rodziny inni niż małżonek i dzieci, za których urzędnik faktycznie ponosi odpowiedzialność rodzinną, mieszkali pod tym samym dachem, aby urzędnikowi przysługiwał dodatek na gospodarstwo domowe?
Ratio decidendi
Trybunał orzekł, że celem art. 1 ust. 2 lit. c) załącznika VII do regulaminu pracowniczego jest umożliwienie urzędnikom wspólnego zamieszkiwania z członkami ich rodzin, którzy nie są w stanie samodzielnie zaspokoić swoich potrzeb finansowych. Ograniczając dodatek na gospodarstwo domowe do urzędników, którzy „faktycznie” ponoszą odpowiedzialność rodzinną, przepis ten wprowadza dodatkowy warunek, który ma zastosowanie w szczególności do członków rodziny innych niż małżonek i dzieci. Warunek ten należy rozumieć jako wymóg, aby ci inni członkowie rodziny mieszkali pod tym samym dachem co urzędnik, ponieważ dodatek ma ułatwiać wspólne życie rodzinne.
Stan faktyczny
Marie-Hélène Mouriki, urzędniczka Komisji Europejskiej w Luksemburgu, po rozwodzie w 1984 r. utraciła prawo do dodatku na gospodarstwo domowe przyznawanego na podstawie art. 1 ust. 2 lit. a) załącznika VII do regulaminu pracowniczego. W 1986 r. złożyła wniosek o przyznanie dodatku na podstawie art. 1 ust. 2 lit. c), argumentując, że faktycznie ponosi odpowiedzialność rodzinną za swoją babcię, matkę i ojca, którzy mieszkają w Grecji. Komisja odrzuciła jej wniosek, a następnie skargę administracyjną, co doprowadziło do wniesienia skargi do Trybunału Sprawiedliwości.
Rozstrzygnięcie
Trybunał (trzecia izba) oddala skargę i nakazuje stronom pokrycie własnych kosztów.

Pełny tekst orzeczenia

Avis juridique important | 61987J0248 Judgment of the Court (Third Chamber) of 23 March 1988. - Marie-Hélène Mouriki v Commission of the European Communities. - Officials - Household allowance. - Case 248/87. European Court reports 1988 Page 01721 Summary Parties Grounds Decision on costs Operative part Keywords ++++ OFFICIALS - REMUNERATION - FAMILY ALLOWANCES - HOUSEHOLD ALLOWANCE - MEMBERS OF THE FAMILY OTHER THAN SPOUSES AND CHILDREN - CONDITIONS FOR GRANTING - LIVING TOGETHER ( STAFF REGULATIONS OF OFFICIALS, ANNEX VII, ART . 1 ( 2 ) ( C ) ) Summary THE PURPOSE OF ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS IS, BY GRANTING THE HOUSEHOLD ALLOWANCE, TO ENABLE OFFICIALS TO LIVE WITH THOSE MEMBERS OF THEIR FAMILIES, INCLUDING THOSE OTHER THAN SPOUSES OR CHILDREN, WHO ARE UNABLE TO MEET THEIR FINANCIAL NEEDS THEMSELVES . BY LIMITING THE HOUSEHOLD ALLOWANCE TO OFFICIALS WHO "ACTUALLY" ASSUME FAMILY RESPONSIBILITIES, THAT PROVISION LAYS DOWN AN ADDITIONAL CONDITION WHICH APPLIES SPECIFICALLY TO MEMBERS OF THE FAMILY OTHER THAN THE SPOUSE AND CHILDREN AND WHICH MUST BE UNDERSTOOD AS REQUIRING THAT OTHER MEMBERS OF THE FAMILY LIVE UNDER THE SAME ROOF AS THE OFFICIAL . Parties IN CASE 248/87 MARIE-HELENE MOURIKI, AN OFFICIAL OF THE COMMISSION OF THE EUROPEAN COMMUNITIES, REPRESENTED BY VICTOR BIEL, OF THE LUXEMBOURG BAR, WITH AN ADDRESS FOR SERVICE IN LUXEMBOURG AT THE LATTER' S CHAMBERS, 18A RUE DES GLACIS, APPLICANT, V COMMISSION OF THE EUROPEAN COMMUNITIES, REPRESENTED BY JOSEPH GRIESMAR, LEGAL ADVISER, ACTING AS AGENT, WITH AN ADDRESS FOR SERVICE IN LUXEMBOURG AT THE OFFICE OF G . KREMLIS, A MEMBER OF ITS LEGAL DEPARTMENT, JEAN MONNET BUILDING, KIRCHBERG, DEFENDANT, APPLICATION FOR THE ANNULMENT OF THE DECISION OF 29 OCTOBER 1986 IN WHICH THE COMMISSION REJECTED MRS MOURIKI' S APPLICATION FOR A HOUSEHOLD ALLOWANCE UNDER ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS OF OFFICIALS OF THE EUROPEAN COMMUNITIES, THE COURT ( THIRD CHAMBER ) COMPOSED OF : J . C . MOITINHO DE ALMEIDA, PRESIDENT OF CHAMBER, U . EVERLING AND Y . GALMOT, JUDGES, ADVOCATE GENERAL : SIR GORDON SLYNN REGISTRAR : D . LOUTERMAN, ADMINISTRATOR HAVING REGARD TO THE REPORT FOR THE HEARING AND FURTHER TO THE HEARING ON 10 FEBRUARY 1988, AFTER HEARING THE OPINION OF THE ADVOCATE GENERAL DELIVERED AT THE SITTING ON 10 FEBRUARY 1988, GIVES THE FOLLOWING JUDGMENT Grounds BY AN APPLICATION LODGED AT THE COURT REGISTRY ON 14 AUGUST 1987, MARIE-HELENE MOURIKI, AN OFFICIAL OF THE COMMISSION OF THE EUROPEAN COMMUNITIES, BROUGHT AN ACTION FOR THE ANNULMENT OF THE DECISION REJECTING HER APPLICATION FOR A HOUSEHOLD ALLOWANCE UNDER ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS OF OFFICIALS . 2 MRS MOURIKI HAS BEEN AN OFFICIAL SINCE 1980 AND HER PLACE OF WORK IS LUXEMBOURG . UNDER ARTICLE 2 ( 4 ) OF ANNEX VII TO THE STAFF REGULATIONS, SHE RECEIVES ALLOWANCES IN RESPECT OF PERSONS TREATED AS IF THEY WERE DEPENDENT CHILDREN, NAMELY HER GRANDMOTHER, HER MOTHER AND HER FATHER, ALL OF WHOM LIVE IN THE HELLENIC REPUBLIC . 3 UNTIL 1985, MRS MOURIKI, AS A MARRIED OFFICIAL, RECEIVED A HOUSEHOLD ALLOWANCE UNDER ARTICLE 1 ( 2 ) ( A ) OF ANNEX VII TO THE STAFF REGULATIONS . BY LETTER 29 NOVEMBER 1985, SHE INFORMED THE PERSONNEL DIVISION THAT HER MARRIAGE HAD BEEN DISSOLVED WITH EFFECT FROM 30 MARCH 1984 . CONSEQUENTLY, THE HEAD OF THE PERSONNEL DIVISION DECIDED, ON 11 DECEMBER 1985, TO WITHDRAW HER HOUSEHOLD ALLOWANCE WITH EFFECT FROM 1 APRIL 1984 . 4 BY LETTER OF 6 AUGUST 1986, MRS MOURIKI SUBMITTED A REQUEST TO THE APPOINTING AUTHORITY UNDER ARTICLE 90 ( 1 ) OF THE STAFF REGULATIONS IN WHICH SHE ASKED TO BE GRANTED A HOUSEHOLD ALLOWANCE ON THE GROUND THAT AT THE TIME OF HER DIVORCE SHE HAD FAMILY RESPONSIBILITIES WHICH JUSTIFIED THE CONTINUED PAYMENT OF THE HOUSEHOLD ALLOWANCE . BY LETTER OF 29 OCTOBER 1986, THE HEAD OF THE PERSONNEL DIVISION REFUSED TO GRANT THAT REQUEST . 5 MRS MOURIKI SUBMITTED A COMPLAINT UNDER ARTICLE 90 ( 2 ) OF THE STAFF REGULATIONS . BY DECISION OF 4 JUNE 1987 THE COMMISSION REJECTED THAT COMPLAINT . 6 REFERENCE IS MADE TO THE REPORT FOR THE HEARING FOR A FULLER ACCOUNT OF THE FACTS, THE PROCEDURE AND THE SUBMISSIONS AND ARGUMENTS OF THE PARTIES, WHICH ARE MENTIONED OR DISCUSSED HEREINAFTER ONLY IN SO FAR AS IS NECESSARY FOR THE REASONING OF THE COURT . ADMISSIBILITY 7 THE COMMISSION OBJECTS THAT THE ACTION IS INADMISSIBLE ON THE GROUND THAT IT WAS NOT PRECEDED BY A COMPLAINT SUBMITTED WITHIN THREE MONTHS OF THE ACT ADVERSELY AFFECTING MRS MOURIKI . THAT ACT IS THE DECISION OF THE HEAD OF THE PERSONNEL DIVISION OF 11 DECEMBER 1985 WITHDRAWING HER HOUSEHOLD ALLOWANCE WITH EFFECT FROM 1 APRIL 1984 AND NOT THE DECISION OF 29 OCTOBER 1986 REJECTING THE REQUEST OF 6 AUGUST 1986 . 8 IN THAT REGARD, IT SHOULD BE NOTED THAT THE HOUSEHOLD ALLOWANCE PAID TO MRS MOURIKI AS A MARRIED OFFICIAL WAS GRANTED EXCLUSIVELY ON THE BASIS OF ARTICLE 1 ( 2 ) ( A ) OF ANNEX VII OF THE STAFF REGULATIONS . CONSEQUENTLY, THE COMMISSION' S DECISION OF 11 DECEMBER 1985 WITHDRAWING THAT ALLOWANCE REFERRED ONLY TO THE CONDITIONS REQUIRED BY THAT PROVISION . MRS MOURIKI WAS THEREFORE FREE TO MAKE A FRESH REQUEST ON THE BASIS OF ARTICLE 1 ( 2 ) ( C ). THE COMMISSION' S REFUSAL OF 29 OCTOBER 1986 TO GRANT THAT REQUEST IS THUS THE ACT ADVERSELY AFFECTING MRS MOURIKI . SINCE THE COMPLAINT AGAINST THAT DECISION WAS SUBMITTED WITHIN THE TIME-LIMIT LAID DOWN IN ARTICLE 90 ( 1 ), THE COMMISSION' S OBJECTION OF INADMISSIBILITY MUST BE REJECTED . SUBSTANCE OF THE CASE 9 THE APPLICANT CLAIMS THAT THE OBJECTIVE CONDITIONS FOR THE GRANT OF A HOUSEHOLD ALLOWANCE UNDER ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS ARE FULFILLED . SHE IS ACTUALLY ASSUMING FAMILY RESPONSIBILITIES EVEN THOUGH HER PARENTS AND HER GRANDMOTHER LIVE IN THE HELLENIC REPUBLIC . THE JUDGMENT OF THE COURT OF 19 JANUARY 1984 IN CASE 65/83 ERDINI V COUNCIL (( 1984 )) ECR 211 DOES NOT MAKE THE FACT OF LIVING UNDER THE SAME ROOF A NECESSARY CONDITION FOR THE GRANTING OF THAT ALLOWANCE . 10 THE COMMISSION, WHICH ALSO REFERS TO THE JUDGMENT OF THE COURT OF 19 JANUARY 1984, DENIES THAT THE APPLICANT IS ENTITLED TO OBTAIN THE HOUSEHOLD ALLOWANCE ON THE BASIS OF THE PROVISION ON WHICH SHE RELIES . 11 IT SHOULD BE POINTED OUT THAT ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS PROVIDES THAT OFFICIALS WHO DO NOT ALREADY RECEIVE A HOUSEHOLD ALLOWANCE UNDER SUBPARAGRAPHS ( A ) AND ( B ) AS MARRIED OFFICIALS OR OFFICIALS HAVING DEPENDENT CHILDREN MAY ALSO RECEIVE THE ALLOWANCE IF THEY ACTUALLY ASSUME FAMILY RESPONSIBILITIES . 12 AS THE COURT HELD IN ITS JUDGMENT OF 19 JANUARY 1984, CITED ABOVE, THE PURPOSE OF ARTICLE 1 ( 2 ) ( C ) OF ANNEX VII TO THE STAFF REGULATIONS IS TO MAKE IT EASIER FOR OFFICIALS TO LIVE WITH THOSE MEMBERS OF THEIR FAMILIES, INCLUDING THOSE OTHER THAN SPOUSES OR CHILDREN, WHO ARE UNABLE TO MEET THEIR FINANCIAL NEEDS THEMSELVES . 13 BY LIMITING THE HOUSEHOLD ALLOWANCE UNDER SUBPARAGRAPH ( C ) TO OFFICIALS WHO "ACTUALLY" ASSUME FAMILY RESPONSIBILITIES, THE PROVISION LAYS DOWN AN ADDITIONAL CONDITION NOT PROVIDED FOR UNDER SUBPARAGRAPHS ( A ) AND ( B ). THE HOUSEHOLD ALLOWANCE IS INTENDED TO MAKE IT EASIER FOR THE FAMILY TO LIVE TOGETHER, A SITUATION WHICH THE STAFF REGULATIONS PRESUME TO BE THE CASE IN REGARD TO SPOUSES AND CHILDREN . CONSEQUENTLY, THE ADDITIONAL CONDITION LAID DOWN IN SUBPARAGRAPH ( C ) IN REGARD TO OTHER DEPENDENT MEMBERS OF THE FAMILY MUST BE UNDERSTOOD AS REQUIRING THAT SUCH PERSONS LIVE UNDER THE SAME ROOF AS THE OFFICIAL . 14 IN THIS CASE, THE CONDITIONS LAID DOWN IN ARTICLE 1 ( 2 ) ( C ) ARE NOT FULFILLED SINCE THE APPLICANT' S FAMILY LIVES IN THE HELLENIC REPUBLIC . THE APPLICATION MUST THEREFORE BE DISMISSED . Decision on costs COSTS 15 UNDER ARTICLE 69 ( 2 ) OF THE RULES OF PROCEDURE, THE UNSUCCESSFUL PARTY IS TO BE ORDERED TO PAY THE COSTS . HOWEVER, UNDER ARTICLE 70 OF THOSE RULES, INSTITUTIONS ARE TO BEAR THEIR OWN COSTS IN PROCEEDINGS BROUGHT BY SERVANTS OF THE COMMUNITIES . Operative part ON THOSE GROUNDS, THE COURT ( THIRD CHAMBER ) HEREBY : ( 1 ) DISMISSES THE APPLICATION; ( 2 ) ORDERS THE PARTIES TO BEAR THEIR OWN COSTS .

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