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Money disputes and security deposits: keep clean ledgers and separate rent from ancillary charges, instructor says

City of San Buenaventura / Local Association of Realtors · July 27, 2026
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Summary

Felton advised landlords to maintain clear ledgers, separate rent from fees, promptly document disputed charges, and avoid threatening language; she warned that overstatements can be a defense for tenants in eviction proceedings.

Felton said many landlord–tenant conflicts arise from unclear accounting for rent, fees and security deposits; she recommended attaching a current ledger that shows rents, fees, credits and payments when a tenant disputes a balance. "Attached is the current ledger showing rents, fees, credits, and payments separately. Please identify the line items that you believe is incorrect," she recommended as a model message.

She cautioned that California law and courts often scrutinize late fees and ancillary charges, and that overcharging can become a defense to an eviction and create penalties. Felton also flagged COVID rent‑relief programs as a source of confusion: stimulus or relief payments that landed with tenants did not always translate into landlord possession rights and may require separate legal claims for money owed.