Complaint Investigation Report

It was alleged that the licensee (S1) overcharged resident #1 (R1) responsible party for not picking up their belongings immediately upon death of resident. R1 passed away on 2.27.2025, and R1 belongings were not picked up until 3.10.2025. R1’s responsible party facility charged $1200 extra for 10 days.

Interview with S1 revealed that they did not return the balance of $1200 that was requested by the POA because R1's belongings was not pick-up on time. After being interviewed by LPA, S1 then agreed to return the balance to R1's POA via Zelle. On 5.28.2025, LPA receive a call at 11:57 AM from R1’s POA that $1200 refund was received via Zelle from S1. Interview with residents revealed no issues with monthly dues. A review of R1's records revealed that POA was responsible for paying their rent. A review of R1's most recent invoice confirmed that R1’s POA paid their rent on 2.14.2025 for the month of February, which covers until mid-March 2025. Based on interviews and record review, the facility overcharged R1. Therefore, the allegation is deemed SUBSTANTIATED at this time.

Exit interview conducted. Copy of the report provided.