Judgment of the Court (Third Chamber), 19 September 2013

Pensionsversicherungsanstalt v Peter Brey

Request for a preliminary ruling from the Oberster Gerichtshof

Freedom of movement for persons — Union Citizenship — Directive 2004/38/EC — Right of residence for more than three months — Article 7(1)(b) — Person no longer having worker status — Person in possession of a retirement pension — Having sufficient resources not to become a burden on the ‘social assistance system’ of the host Member State — Application for a special non-contributory cash benefit — Compensatory supplement intended to augment a retirement pension — Regulation (EC) No 883/2004 — Articles 3(3) and 70 — Competence of the Member State of residence — Conditions for granting — Legal right to reside on the national territory — Compliance with European Union law

Case C‑140/12


Top of the page Documents in the Case
Document Date Name of the parties Subject-matter Curia EUR-Lex Autres Liens
Judgment (OJ)
08/11/2013 Brey
Judgment
ECLI:EU:C:2013:565
19/09/2013 Brey
Judgment (Summary)
ECLI:EU:C:2013:565
19/09/2013 Brey
Application (OJ)
25/05/2012 Brey
Opinion
ECLI:EU:C:2013:337
29/05/2013 Brey
Top of the page Legal analysis of the decision or of the case

Reports of Cases

published in the electronic Reports of Cases (Court Reports - general)

Subject-matter

Reference for a preliminary ruling – Oberster Gerichtshof – Interpretation of Article 7(1)(b) of Directive 2004/38/EC of the European Parliament and of the Council of 29 April 2004 on the right of citizens of the Union and their family members to move and reside freely within the territory of the Member States, amending Regulation (EEC) No 1612/68 and repealing Directives 64/221/EEC, 68/360/EEC, 72/194/EEC, 73/148/EEC, 75/34/EEC, 75/35/EEC, 90/364/EEC, 90/365/EEC and 93/96/EEC (OJ 2004 L 158, p. 77), as amended – Right of a citizen of the European Union who has ceased his professional activity to reside for more than three months in the territory of another Member State – Situation in which that citizen receives a retirement pension which is below the minimum subsistence level of the host Member State and has, for that reason, requested that he be granted a compensatory supplement (‘Ausgleichszulage’), which is a special non-contributory cash benefit

Systematic classification scheme

1.
3 Legal proceedings
  3.04 Reference for a preliminary ruling
    3.04.02 Jurisdiction of the Court of Justice
4 Internal policy of the European Union
  4.04 Free movement of persons and services
    4.04.05 Social security
      4.04.05.01 Provisions common to the various categories of benefits
        4.04.05.01.07 Waiving of residence requirements / reimbursement of contributions
4 Internal policy of the European Union
  4.04 Free movement of persons and services
    4.04.05 Social security
      4.04.05.01 Provisions common to the various categories of benefits
        4.04.05.01.09 Legislation applicable
1 The legal order of the European Union
  1.09 Non-discrimination and citizenship of the Union
    1.09.03 Right of entry and of residence
      1.09.03.01 Detailed rules governing the exercise of the right of entry and of residence
1 The legal order of the European Union
  1.07 Interpretation of EU law
1 The legal order of the European Union
  1.09 Non-discrimination and citizenship of the Union
    1.09.03 Right of entry and of residence
      1.09.03.01 Detailed rules governing the exercise of the right of entry and of residence


Citations of case-law or legislation

References in grounds of judgment

Operative part

Opinion


Dates

Date of the lodging of the application initiating proceedings

Information not available

Date of the Opinion

  • 29/05/2013

Date of the hearing

Information not available

Date of delivery

19/09/2013


References

Publication in the Official Journal

Application: OJ C 165 from 09.06.2012, p.12

Judgment: OJ C 344 from 23.11.2013, p.26

Name of the parties

Brey

Notes on Academic Writings

  1. Cavallini, Joël: Citoyen européen économiquement inactif et accès aux prestations d'assistance sociale, La Semaine Juridique - Social 2013 nº 44-45 p.39-40 (FR)
  2. Gazin, Fabienne: Citoyenneté européenne. La Cour livre d'intéressantes indications sur l'analyse que les États doivent mener pour apprécier si un citoyen de l'Union non actif constitue une charge pour son système d'assistance sociale, Europe 2013 Novembre Comm. nº 11 p.28 (FR)
  3. Schreiber, Frank: Zeitschrift für europäisches Sozial- und Arbeitsrecht 2014 p.44-48 (DE)
  4. Van der Mei, A.P.: Tijdschrift Recht en Arbeid 2014 nº 1 p.29 (NL)
  5. Eichenhofer, Eberhard: EuGH in Rechtssache Brey, Informationsbrief Ausländerrecht 2014 p.63 (DE)
  6. Oosterom-Staples, H.: Op het raakvlak van sociale zekerheid en migratierecht, Nederlands tijdschrift voor Europees recht 2014 nr.2/3 p.53-60 (NL)
  7. Verschueren, Herwig: Free Movement or Benefit Tourism: The Unreasonable Burden of Brey, European Journal of Migration and Law 2014 Vol.16 p.147-179 (EN)
  8. Minderhoud, Paul: Rechtspraak Vreemdelingenrecht 2013 (Ed. Ars Aequi Libri - Nijmegen) 2013 p.511-513 (NL)
  9. Vonk, G.: Rechtspraak sociale verzekering 2014 nº 478-479 (NL)
  10. Spiegel, Bernhard: Anspruch auf Leistungen der sozialen Sicherheit von nicht aktiven Personen – wer fürchtet sich vor „Sozialtourismus“? Neue EuGH-Fälle: C-140/12, Brey, und C-333/13, Dano, ERA-Forum : scripta iuris europaei 2014 p.337-357 (DE)
  11. Carlier, Jean-Yves: La libre circulation des personnes. dans l’Union européenne, Journal de droit européen 2014 nº 208 p.167-179 (FR)
  12. Windisch-Graetz, Michaela: Ausgleichszulage für Unionsbürger, Zeitschrift für Arbeitsrecht und Sozialrecht 2014 p.332-334 (DE)
  13. Karl, Beatrix: Neues vom EuGH zum Recht auf Zugang zu den nationalen Sozialsystemen, Sozialversicherungsrecht - Jahrbuch 2015 (Neuer wissenschaftlicher Verlag - Wien) 2015 p.75-91 (DE)
  14. Dahlberg, Lill: Tillräckliga tillgångar? - EU-domstolens avgörande i mål C-140/12, Europarättslig tidskrift 2015 Nr 3 p.628-636 (SV)
  15. Holm, Emma: Fri rörlighet och tillgång till sociala förmåner för icke-förvärvsaktiva - har unionsmedborgarskapet kommit till vägs ände?, Förvaltningsrättslig tidskrift 2015 Nr 2 p.225-238 (SV)
  16. Peyrl, Johannes: Die Auswirkungen der Urteile des EuGH in den Rs Brey und Dano auf die österreichische Rechtslage, Das Recht der Arbeit 2015 p.308-311 (DE)
  17. Carlier, Jean-Yves: La libre circulation des personnes dans l’Union européenne, Journal de droit européen 2016 nº 1 p.153-159 (FR)
  18. Wallrabenstein, Astrid: Die Gleichheit der Freiheit, Zeitschrift für europäisches Sozial- und Arbeitsrecht 2016 p.349-357 (DE)



Procedural Analysis Information

Source of the question referred for a preliminary ruling

Oberster Gerichtshof - Austria

Subject-matter

  • Non-discrimination and citizenship of the Union
  • - Citizenship of the Union
  • - Right of entry and residence

Provisions of national law referred to

Bundesgesetz über die Niederlassung und den Aufenthalt in Österreich (Niederlassungs- und Aufenthaltsgesetz - NAG), Paragraphen 51-53 Allgemeines Sozialversicherungsgesetz, Paragraph 292 Abs. 1

Provisions of international law referred to

Information not available

Procedure and result

  • Reference for a preliminary ruling

Formation of the Court

Troisième chambre (Cour)

Judge-Rapporteur

Ó Caoimh

Advocate General

Wahl

Language(s) of the Case

  • German

Language(s) of the Opinion

  • English