SC 13G 1 choehl.txt SCHEDULE 13G FOR CYNTHIA K. HOEHL UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 -------------------- SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) (Amendment No. __ )1 IDX SYSTEMS CORPORATION (Name of Issuer) COMMON STOCK, PAR VALUE $0.01 (Title of Class of Securities) 449491 10 9 (CUSIP Number) December 31, 2001 ----------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [X] Rule 13d-1(c) [ ] Rule 13d-1(d) --------- 1The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 449491 10 9 13G Page 2 of 5 Pages -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Cynthia K. Hoehl -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [ ] (b) [ ] Inapplicable -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION U.S.A. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 5 SOLE VOTING POWER -0- 6 SHARED VOTING POWER 5,427,384 (consists of (i) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Cynthia K. Hoehl and her spouse, Robert H. Hoehl, and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (ii) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (iii) 1,200,000 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl Grantor Retained Annuity Trust under agreement dated December 12, 2001, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial NUMBER OF SHARES ownership; and (iv) 3,480,847 shares held by Mrs. BENEFICIALLY OWNED Hoehl, as trustee of the Robert H. Hoehl FLITE Trust BY EACH REPORTING under agreement dated December 12, 2001, a Florida PERSON WITH intangible tax exemption trust, as to which shares, Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement. The 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust, were distributed back to Mr. Hoehl on May 15, 2002.) 7 SOLE DISPOSITIVE POWER 5,347,384 (consists of (i) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (ii) 1,200,000 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl Grantor Retained Annuity Trust under agreement dated December 12, 2001, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; and (iii) 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust under agreement dated December 12, 2001, a Florida intangible tax exemption trust, as to which shares, Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement. The 3,480,847 shares held by the Robert H. Hoehl FLITE Trust, were distributed back to Mr. Hoehl on May 15, 2002.) 8 SHARED DISPOSITIVE POWER 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,427,384 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* Inapplicable -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 18.9% -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON IN -------------------------------------------------------------------------------- CUSIP No. 449491 10 9 Page 3 of 5 Pages Item 1(a) Name of Issuer: --------------- IDX Systems Corporation Item 1(b) Address of Issuer's Principal Executive Offices: ------------------------------------------------ 40 IDX Drive P.O. Box 1070 South Burlington, Vermont 05403 Item 2(a) Name of Person Filing: ---------------------- Cynthia K. Hoehl Item 2(b) Address of Principal Business Office or, if None, Residence: ------------------------------------------------------------ 8473 Bay Colony Drive Biltmore #1602 Naples, FL 34108 Item 2(c) Citizenship: ------------ United States of America Item 2(d) Title of Class of Securities: ----------------------------- Common Stock, $0.01 par value Item 2(e) CUSIP Number: ------------- 449491 10 9 Item 3 Description of Person Filing: ----------------------------- Inapplicable Item 4 Ownership: ---------- (a) Amount Beneficially owned: ------------------------- 5,427,384* -------- * As of December 31, 2001. This amount consists of (i) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Cynthia K. Hoehl and her spouse, Robert H. Hoehl, and certain of their children, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (ii) 666,537 shares held by Mrs. Hoehl, as trustee of three trusts (three trusts for 222,179 shares each), the beneficiaries of which are the Hoehl's children, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; (iii) 1,200,000 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl Grantor Retained Annuity Trust under agreement dated December 12, 2001, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement, and as to which shares Mr. and Mrs. Hoehl each disclaim beneficial ownership; and (iv) 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust under agreement dated December 12, 2001, as to which shares, Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement. The 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust, were distributed back to Mr. Hoehl on May 15, 2002. CUSIP No. 449491 10 9 Page 4 of 5 Pages (b) Percent of Class: 18.9% ---------------- (c) Number of Shares as to Which Such Person Has: -------------------------------------------- (i) sole power to vote or to direct the vote: -0- (ii) shared power to vote or to direct the vote: 5,427,384 (iii) sole power to dispose or to direct the disposition of: 5,347,384 (iv) shared power to dispose or to direct the disposition of: 80,000 Item 5 Ownership of Five Percent or Less of a Class: --------------------------------------------- Inapplicable Item 6 Ownership of More than Five Percent on Behalf of Another Person: ---------------------------------------------------------------- Robert H. Hoehl has the right to receive or the power to direct the receipt of dividends from, or proceeds from, as applicable, the sale of (i) 1,200,000 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl Grantor Retained Annuity Trust under agreement dated December 12, 2001, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement; (ii) 80,000 shares held by the Hoehl Family Foundation, a Vermont non-profit corporation, the officers and trustees of which are Mr. and Mrs. Hoehl and certain of their children; and (iii) 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust under agreement dated December 12, 2001, as to which shares Mrs. Hoehl, as trustee, shares voting power with Mr. Hoehl pursuant to an informal voting arrangement. The 3,480,847 shares held by Mrs. Hoehl, as trustee of the Robert H. Hoehl FLITE Trust, were distributed back to Mr. Hoehl on May 15, 2002. Item 7 Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person: -------------------------------------------------------------- Inapplicable Item 8 Identification and Classification of Members of the Group: ---------------------------------------------------------- Inapplicable Item 9 Notice of Dissolution of a Group: --------------------------------- Inapplicable Item 10 Certifications: --------------- By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. CUSIP No. 449491 10 9 Page 5 of 5 Pages SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. DATED: June 6, 2002 /S/ CYNTHIA K. HOEHL ------------------------------ Cynthia K. Hoehl