+Člen 52 Dodelitev dajatev
---+Article 52 1.
---+Article 52 2.
---+Article 52 3.
---+Article 52 4.
---+Article 52 5.
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Člen 52 Dodelitev dajatev
Člen 52 Dodelitev dajatev 1. Pristojni nosilec izračuna znesek dajatve, ki bi ga bilo treba izplačati:
(a) po zakonodaji, ki jo uporablja, samo kadar so pogoji za upravičenost do dajatev izpolnjeni izključno po nacionalni zakonodaji (neodvisna dajatev);
(b) z izračunom teoretičnega zneska in nato dejanskega zneska (sorazmerna dajatev) na naslednji način:
(i) teoretični znesek dajatve je enak dajatvi, ki bi jo oseba lahko zahtevala, če bi bile vse zavarovalne dobe in/ali dobe prebivanja, dopolnjene po zakonodajah drugih držav članic, dopolnjene po zakonodaji, ki jo uporablja, na dan dodelitve dajatve. Če po tej zakonodaji znesek ni odvisen od trajanja dopolnjenih dob, se ta znesek šteje za teoretični znesek;
(ii) pristojni nosilec nato določi dejanski znesek sorazmerne dajatve na podlagi teoretičnega zneska v sorazmerju med trajanjem dob, dopolnjenih pred nastopom zavarovalnega primera po zakonodaji, ki jo uporablja, in med skupnim trajanjem dob, dopolnjenih po zakonodajah vseh zadevnih držav članic pred nastopom zavarovalnega primera.
2. Kadar je to primerno, pristojni nosilec uporabi za znesek, izračunan v skladu s pododstavki 1(a) in (b), vsa pravila glede zmanjšanja, mirovanja ali odvzema po zakonodaji, ki jo uporablja, v mejah, predvidenih v členih 53 do 55. 3. Oseba je upravičena, da od pristojnega nosilca vsake države članice prejema višjega od zneskov, izračunanih v skladu s pododstavki 1(a) ali (b).
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4. Kadar je zaradi izračuna na podlagi odstavka 1(a) v eni državi članici neodvisna dajatev vedno enaka ali višja od sorazmerne dajatve, izračunane v skladu z odstavkom 1(b), pristojni nosilec opusti sorazmerni račun, pod pogojem, da:
(i) so taki primeri navedeni v delu 1 Priloge VIII;
(ii) se za ta primer ne uporablja zakonodaja, ki določa pravila za preprečevanje prekrivanja iz členov 54 in 55, razen če so izpolnjeni pogoji iz člena 55(2), in
(iii) se v posebnih okoliščinah posameznega primera za dobe, dopolnjene po zakonodaji druge države članice, ne uporablja člen 57.
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5. Ne glede na določbe iz pododstavkov 1, 2 in 3 se sorazmerni izračun ne uporablja za sisteme, ki zagotavljajo dajatve, pri katerih časovne dobe niso pomembne za izračun, pod pogojem, da so taki sistemi navedeni v delu 2 Priloge VIII. V takih primerih zadevni osebi pripada dajatev, izračunana v skladu z zakonodajo zadevne države članice.
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1. Pregled
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Regulativa |
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Article 52 1.
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The competent institution shall calculate the amount of the benefit that would be due:
(a)
under the legislation it applies, only where the conditions for entitlement to benefits have been satisfied exclusively under national law (independent benefit);
(b)
by calculating a theoretical amount and subsequently an actual amount (pro rata benefit), as follows:
(i)
the theoretical amount of the benefit is equal to the benefit which the person concerned could claim if all the periods of insurance and/or of residence which have been completed under the legislations of the other Member States had been completed under the legislation it applies on the date of the award of the benefit. If, under this legislation, the amount does not depend on the duration of the periods completed, that amount shall be regarded as being the theoretical amount;
(ii)
the competent institution shall then establish the actual amount of the pro rata benefit by applying to the theoretical amount the ratio between the duration of the periods completed before materialisation of the risk under the legislation it applies and the total duration of the periods completed before materialisation of the risk under the legislations of all the Member States concerned.
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Article 52 2.
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Where appropriate, the competent institution shall apply, to the amount calculated in accordance with subparagraphs 1(a) and (b), all the rules relating to reduction, suspension or withdrawal, under the legislation it applies, within the limits provided for by Articles 53 to 55.
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Article 52 3.
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The person concerned shall be entitled to receive from the competent institution of each Member State the higher of the amounts calculated in accordance with subparagraphs 1(a) and (b).
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Article 52 4.
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Where the calculation pursuant to paragraph 1(a) in one Member State invariably results in the independent benefit being equal to or higher than the pro rata benefit, calculated in accordance with paragraph 1(b), the competent institution shall waive the pro rata calculation, provided that:
(i)
such a situation is set out in Part 1 of Annex VIII;
(ii)
no legislation containing rules against overlapping, as referred to in Articles 54 and 55, is applicable unless the conditions laid down in Article 55(2) are fulfilled; and
(iii)
Article 57 is not applicable in relation to periods completed under the legislation of another Member State in the specific circumstances of the case.
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Article 52 5.
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Notwithstanding the provisions of paragraphs 1, 2 and 3, the pro rata calculation shall not apply to schemes providing benefits in respect of which periods of time are of no relevance to the calculation, subject to such schemes being listed in part 2 of Annex VIII. In such cases, the person concerned shall be entitled to the benefit calculated in accordance with the legislation of the Member State concerned.
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1.1 Sklici
1.2 Ugotovljene zahteve
1.3 Povezani standardi
2. Ugotovljene zahteve
3. Povezani standardi
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