Avis juridique important

Judgment of the Court (Fifth Chamber) of 10 March 1992. - Chief Adjudication Officer v Anne Maria Twomey. - Reference for a preliminary ruling: Social Security Commissioner - United Kingdom. - Social security - Sickness benefits - Recipients. - Case C-215/90. European Court reports 1992 Page I-01823

Summary Parties Grounds Decision on costs Operative part

++++

Social security for migrant workers - Sickness insurance - Worker residing in a Member State other than the competent State - Scope of Article 19 of Regulation No 1408/71 - Worker not in active employment in the Member State of residence - Inclusion

(Council Regulation No 1408/71, Art. 19)

Article 19 of Regulation No 1408/71, which relates to sickness and maternity benefits payable to a worker residing in a Member State other than the competent State, applies to a national of a Member State who, after being in paid employment in that State and acquiring as a result the status of an insured person, went to live in another Member State where he fell ill, even though he had not worked there before falling ill.

In Case C-215/90,

REFERENCE to the Court under Article 177 of the EEC Treaty by a Social Security Commissioner, London, for a preliminary ruling in the proceedings pending before him between

Chief Adjudication Officer

and

Anne Maria Twomey,

on the interpretation of Article 51 of the EEC Treaty and Articles 19 and 25 of Council Regulation (EEC) No 1408/71 of 14 June 1971 on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the Community, as codified by Council Regulation (EEC) No 2001/83 of 2 June 1983 (Official Journal 1983 L 230, p. 6),

THE COURT (Fifth Chamber),

composed of: Sir Gordon Slynn, acting as President of the Chamber, F. Grévisse, J.C. Moitinho de Almeida, G.C. Rodríguez Iglesias and M. Zuleeg, Judges,

Advocate General: G. Tesauro,

Registrar: H.A. Ruehl, Principal Administrator,

after considering the written observations submitted on behalf of:

- the Chief Adjudication Officer, by Michael Kent, Barrister, instructed by P.K.J. Thompson, Solicitor,

- the Commission of the European Communities, by Karen Banks, a member of its Legal Service, acting as Agent,

having regard to the Report for the Hearing,

after hearing oral argument from the Chief Adjudication Officer, from the German Government, represented by Claus-Dieter Quassowski, acting as Agent, and from the Commission, at the hearing on 25 September 1991,

after hearing the Opinion of the Advocate General at the sitting on 24 October 1991,

gives the following

Judgment

1 By order of 21 June 1990, which was received at the Court on 23 July 1990, a Social Security Commissioner, London, referred to the Court for a preliminary ruling under Article 177 of the EEC Treaty a question concerning the interpretation of Article 51 of the EEC Treaty and Articles 19 and 25 of Council Regulation No 1408/71 of 14 June 1971 on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the Community, as codified by Council Regulation No 2001/83 of 2 June 1983.

2 That question was raised in a dispute between Anne Maria Twomey and the Chief Adjudication Officer.

3 Mrs Twomey, a United Kingdom national, was employed as a home help in London from May 1986 to 3 July 1987. On 19 July 1987 she settled in Ireland and on 23 February 1988 she applied to the United Kingdom Department of Social Security for sickness benefit. Until the latter date, Mrs Twomey had not engaged in any occupation in Ireland.

4 Her claim was referred to the Social Security Appeal Tribunal, Newcastle-upon-Tyne, which rejected it on the ground that United Kingdom law precludes payment of the benefits sought where the claimant does not reside in the United Kingdom.

5 In order to seek clarification on the applicable law, the Chief Adjudication Officer appealed against that decision to a Social Security Commissioner who decided to stay the proceedings in order to request the Court to give a preliminary ruling on the question:

"Whether, upon the proper interpretation of Article 51 of the Treaty establishing the EEC and Article 19 of Regulation (EEC) No 1408/71, a national of a Member State resident in one Member State (' Member State A' ) who becomes unfit for work by reason of sickness while resident in that Member State (Member State A), who prior to becoming so unfit was unemployed and who was last employed (or self-employed) in another Member State (' Member State B' ), where that person also then resided is entitled to sickness benefit payable by the competent institution of Member State B (assuming that all conditions, other than those relating to residence, of the legislation of Member State B are satisfied for the purposes of entitlement to such benefit), or whether such a person' s entitlement is governed solely by Article 25 of Regulation (EEC) No 1408/71?"

6 Reference is made to the Report for the Hearing for a fuller account of the facts of the case, the course of the procedure and the written observations submitted to the Court, which are mentioned or discussed hereinafter only in so far as is necessary for the reasoning of the Court.

7 By its question, the national court seeks in substance to ascertain whether Article 19 of Regulation No 1408/71 must, in the light of Article 51 of the Treaty, be interpreted as applying to a national of a Member State, who after being in paid employment in one Member State, went to live in another Member State where she fell ill, even though she had not worked there before falling ill.

8 Article 19(1) of the regulation provides as follows:

"1. An employed or self-employed person residing in the territory of a Member State other than the competent State, who satisfies the conditions of the legislation of the competent State for entitlement to benefits, taking account where appropriate of the provisions of Article 18, shall receive in the State in which he is resident:

(a) benefits in kind provided on behalf of the competent institution by the institution of the place of residence in accordance with the provisions of the legislation administered by that institution as though he were insured with it;

(b) cash benefits provided by the competent institution in accordance with the legislation which it administers. However, by agreement between the competent institution and the institution of the place of residence, such benefits may be provided by the latter institution on behalf of the former, in accordance with the legislation of the competent State."

9 It is necessary in the first place to consider the German Government' s argument to the effect that Article 13(2)(a) of Regulation No 1408/71, which subjects persons employed in the territory of one Member State to the legislation of that State, does not apply to a person in Mrs Twomey' s position, since she is no longer employed in the United Kingdom. In its view, therefore, she is subject to the legislation of the Member State in which she resides, with the result that Article 19 is inapplicable because Mrs Twomey resides within the territory of the competent Member State.

11 The Chief Adjudication Officer considers that Article 19 applies only to persons who, at the time when they fell ill, were carrying on an activity as employed or self-employed persons in a Member State other than that of their residence. He points out that a wider interpretation of Article 19, bringing within the scope of that provision any persons falling ill at a time when they were not in any kind of employment, would jeopardize the cohesion of the system applicable to unemployed persons. An unemployed person seeking employment in the territory of a Member State other than the competent State is entitled to unemployment benefit for only three months (Article 69 of Regulation No 1408/71), whereas sickness benefit would be paid to him without any limitation in time.

12 The Chief Adjudication Officer points out in this regard that if the objectives of Article 51 of the Treaty are achieved in relation to unemployment benefit by the aforesaid provisions, it cannot be argued that those objectives require more favourable provisions in relation to sickness and maternity benefit.

13 It should be noted first of all that, as the Court has consistently held, the definition of the concept of "worker" in Article 1(a) of Regulation No 1408/71 has a general scope and covers any person having the status of a person insured under the social security legislation of one or more Member States, whether or not pursuing a professional or trade activity (see inter alia the judgment in Case 182/87 Algemene Zickenfonds Drenthe-Platteland v Pierik [1979] ECR 1977, at paragraph 4). Mrs Twomey does have the status of a person insured under the legislation of the United Kingdom, inasmuch as she would be entitled to sickness benefit if she resided in the United Kingdom.

14 Next, it should be noted that if the intention of the Community legislature had been to limit the scope of Article 19 of Regulation No 1408/71 to persons falling ill whilst employed, it would have made express provision to that effect, as it did in Article 71(1) of that regulation.

16 Finally, it should be noted that, as the Court has consistently held (see the judgment in Pierik, cited above), the concept of "worker" in Article 22 of Regulation No 1408/71 covers pensioners. Since that article has been inserted in the same section of the regulation as Article 19, the same term used in the latter provision cannot be interpreted as referring only to workers in active employment.

17 It follows that a restrictive interpretation of the concept of "worker" for the purposes of Article 19, which would exclude a person in Mrs Twomey' s position from the scope of that provision, cannot be justified.

18 The answer to the national court' s question must therefore be that Article 19 of Regulation No 1408/71 applies to a national of a Member State, who after being in paid employment in one Member State went to live in another Member State where he fell ill, even though he had not worked there before falling ill.

Costs

19 The costs incurred by the German Government and the Commission of the European Communities, which have submitted observations to the Court, are not recoverable. Since these proceedings are, for the parties to the main proceedings, a step in the proceedings pending before the national court, the decision on costs is a matter for that court.

On those grounds,

THE COURT (Fifth Chamber),

in answer to the questions submitted to it by a Social Security Commissioner, London, by order of 21 June 1990, hereby rules:

Article 19 of Council Regulation (EEC) No 1408/71 of 14 June 1971 on the application of social security schemes to employed persons, to self-employed persons and to members of their families moving within the Community, as codified by Council Regulation (EEC) No 2001/83 of 2 June 1983 (Official Journal 1983 L 230, p. 6), applies to a national of a Member State, who after being in paid employment in one Member State went to live in another Member State where he fell ill, even though he had not worked there before falling ill.