Title
Peralta vs. Mathay
Case
G.R. No. L-26608
Decision Date
Mar 31, 1971
GSIS trustee's retirement gratuity disallowed for including unauthorized bonuses and allowances, deemed unconstitutional additional compensation.

Case Digest (G.R. No. L-26608)
Expanded Legal Reasoning Model

Facts:

  • Background and Context
    • The case involves petitioner Pedro G. Peralta, a Trustee of the Government Service Insurance System (GSIS), and respondent Auditor General Ismael Mathay.
    • The dispute centers on whether certain items—specifically, the cost of living allowance, incentive bonus, and Christmas bonus—paid to petitioner constitute additional or double compensation prohibited by the Constitution.
  • The GSIS Resolution and Monetary Details
    • On May 17, 1966, the GSIS passed a resolution granting petitioner an optional retirement gratuity amounting to ₱40,336.07.
    • From this gratuity, petitioner was unable to collect ₱7,032.26, which was broken down as follows:
      • ₱3,982.26 for the cost of living allowance
      • ₱1,275.00 for the incentive bonus
      • ₱1,775.00 for the Christmas bonus
  • Nature of the Contested Items
    • During petitioner’s incumbency as Trustee, there was no prior objection when these allowances and bonuses were paid.
    • The respondent Auditor General maintained that these items were not permissible as they “partake of the nature of additional compensation” beyond the fixed remuneration—a per diem of ₱25.00 per board meeting as stipulated by law.
  • Procedural History
    • The respondent Auditor General ruled on June 28, 1966, that the cost of living allowance and bonuses should be deducted from petitioner’s gratuity, consistent with constitutional limitations.
    • On September 1, 1966, a motion for reconsideration filed by petitioner was denied, prompting petitioner to file an appeal for review on September 29, 1966.
  • Constitutional and Statutory Framework
    • The issue arises under Article XII, Section 3 of the Philippine Constitution, which mandates: “No officer or employee of the government shall receive additional or double compensation unless specifically authorized by law.”
    • As a public official under the GSIS—established to promote efficiency and welfare within the government—the petitioner is subject to this constitutional prohibition.

Issues:

  • Whether the cost of living allowance and the bonuses (incentive and Christmas) paid to petitioner should be deemed additional compensation under the constitutional prohibition.
    • Does the nature of a per diem as fixed compensation for attendance extend to cover these extra payments?
    • Can such allowances and bonuses be re-characterized as mere reimbursements for expenses rather than additional remuneration?
  • Whether the respondent Auditor General acted in accordance with the constitutional command in deducting these items from the retirement gratuity.
    • Is the fiscal prudence and caution mandated by the Constitution being upheld through such deductions?
    • Does the legislative absence of specific authorization for additional compensation validate the Auditor General’s decision?

Ruling:

  • (Subscriber-Only)

Ratio:

  • (Subscriber-Only)

Doctrine:

  • (Subscriber-Only)

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